Civic Intelligence

Eastern Agency on Aging

990 • Fiscal year 2023 • EIN 01-0328376

Oct 01, 2022 to Sep 30, 2023 • Filed on Jun 04, 2024

240 State StreetBrewer, ME 04412

(207) 941-2865

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.35x

Higher debt load relative to assets than 78% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.34x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

47th percentile

2.6%

Higher net margin than 47% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

62nd percentile

$88,696

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

88th percentile

45%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

10.0%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$4,677,815

Up $1,454,174 (+45%) from 2022

Net Assets

Up

$3,019,841

Up $336,528 (+13%) from 2022

Liabilities

Up

$1,657,974

Up $1,117,646 (+207%) from 2022

Revenue

Up

$4,907,151

Up $444,357 (+10.0%) from 2022

Expenses

Up

$4,779,380

Up $459,422 (+11%) from 2022

Net Income

Down

$127,771

Down $15,065 (-11%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $1,744,713Liabilities 2010: $483,850Net Assets 2010: $1,260,8632010Assets 2011: $1,253,509Liabilities 2011: $462,596Net Assets 2011: $790,9132011Assets 2012: $1,362,544Liabilities 2012: $597,239Net Assets 2012: $765,3052012Assets 2013: $1,226,689Liabilities 2013: $384,484Net Assets 2013: $842,2052013Assets 2014: $2,312,254Liabilities 2014: $394,456Net Assets 2014: $1,917,7982014Assets 2015: $2,149,943Liabilities 2015: $540,192Net Assets 2015: $1,609,7512015Assets 2016: $2,215,676Liabilities 2016: $482,350Net Assets 2016: $1,733,3262016Assets 2017: $2,310,646Liabilities 2017: $422,375Net Assets 2017: $1,888,2712017Assets 2018: $2,558,733Liabilities 2018: $512,930Net Assets 2018: $2,045,8032018Assets 2019: $2,833,269Liabilities 2019: $549,144Net Assets 2019: $2,284,1252019Assets 2020: $3,690,836Liabilities 2020: $1,305,448Net Assets 2020: $2,385,3882020Assets 2021: $3,671,599Liabilities 2021: $764,111Net Assets 2021: $2,907,4882021Assets 2022: $3,223,641Liabilities 2022: $540,328Net Assets 2022: $2,683,3132022Assets 2023: $4,677,815Liabilities 2023: $1,657,974Net Assets 2023: $3,019,8412023Assets 2024: $4,783,116Liabilities 2024: $1,347,711Net Assets 2024: $3,435,4052024

Highlighted filing

2023

Assets$4,677,815
Liabilities$1,657,974
Net Assets$3,019,841

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,814,0472010Expenses 2011: $2,971,0762011Expenses 2012: $2,640,0522012Revenue 2013: $2,505,908Expenses 2013: $2,429,158Net Income 2013: $76,7502013Revenue 2014: $3,437,433Expenses 2014: $2,409,683Net Income 2014: $1,027,7502014Revenue 2015: $2,520,157Expenses 2015: $2,721,671Net Income 2015: -$201,5142015Revenue 2016: $2,782,078Expenses 2016: $2,766,863Net Income 2016: $15,2152016Revenue 2017: $2,666,673Expenses 2017: $2,686,359Net Income 2017: -$19,6862017Revenue 2018: $2,792,332Expenses 2018: $2,748,171Net Income 2018: $44,1612018Revenue 2019: $2,991,467Expenses 2019: $2,764,645Net Income 2019: $226,8222019Revenue 2020: $3,807,381Expenses 2020: $3,731,194Net Income 2020: $76,1872020Revenue 2021: $4,195,545Expenses 2021: $4,008,352Net Income 2021: $187,1932021Revenue 2022: $4,462,794Expenses 2022: $4,319,958Net Income 2022: $142,8362022Revenue 2023: $4,907,151Expenses 2023: $4,779,380Net Income 2023: $127,7712023Revenue 2024: $5,444,479Expenses 2024: $5,467,716Net Income 2024: -$23,2372024

Highlighted filing

2023

Revenue$4,907,151
Expenses$4,779,380
Net Income$127,771
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jun 4, 2024
Return Version
2022v5.0
Gross Receipts
$4,907,151
Mission and Program Overview

Mission

It is the mission of Eastern Area Agency on Aging to be the best source of information, options and services for seniors, adults with disabilities and caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,064,832$2,316,105▲ $251,273
Pledges and Grants Receivable$273,496$759,593▲ $486,097
Land, Buildings, and Equipment, Net$608,554$514,518▼ $94,036
Accounts Receivable$163,437$204,735▲ $41,298
Cash and Non-Interest-Bearing Accounts$73,628$58,762▼ $14,866
Prepaid Expenses and Deferred Charges$39,694$39,162▼ $532
Total Assets$3,223,641$4,677,815▲ $1,454,174
Other Assets Total$0$784,940▲ $784,940
Liabilities
Other Liabilities$218,443$1,266,544▲ $1,048,101
Accounts Payable and Accrued Expenses$234,761$391,430▲ $156,669
Deferred Revenue$87,124--
Total Liabilities$540,328$1,657,974▲ $1,117,646
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,919,484$2,210,128▲ $290,644
Net Assets Without Donor Restrictions$763,829$809,713▲ $45,884
Total Net Assets Fund Balance$2,683,313$3,019,841▲ $336,528
Total Liabilities and Net Assets / Fund Balance$3,223,641$4,677,815▲ $1,454,174

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$457,758$130,612$588,370
Equipment$56,760$158,730$215,490
Other Assets Org$784,940--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,292,859-▲ $158,447-$1,451,306
2021$1,500,928-▼ $208,069-$1,292,859
2020$1,343,323-▲ $157,605-$1,500,928
2019$1,352,448-▼ $9,125-$1,343,323
2018$1,286,014-▲ $104,996$38,562$1,352,448
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tabatha CasoExecutive DirectorFT$77,984$10,712$88,696
Rebecca KirkExecutive DirectorFT$62,765$2,646$65,411

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$4,486,924
Program Service Revenue
$333,015
Investment Income
$34,309
Other Revenue
$52,903
All Other Contributions
$1,162,979
Change in Net Assets
$127,771

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Food Inventory$387,927Est'd Comparable Value
Total Noncash Contributions$387,927-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,907,151
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$417,675
Total Revenue per Audited Statements
$5,324,826
Total Revenue per Form 990
$4,907,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,640,008
Salaries, Compensation, and Employee Benefits$2,139,372
Total Fundraising Expense$99,180
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,128,190$453,858$45,598$1,627,646
All Other Expenses$213,340$51,123$5,466$269,929
Other Employee Benefits$152,345$61,287$6,157$219,789
Other Expenses$141,114$25,685$13,124$179,923
Current Officers, Directors, Trustees, and Key Employees$101,658$34,719$4,372$140,749
Payroll Taxes$91,018$36,615$3,679$131,312
Depreciation Depletion$87,742$6,294-$94,036
Information Technology$54,200$32,551$3,404$90,155
Occupancy$55,433$10,436$1,919$67,788
Travel$55,753$1,910$297$57,960
Insurance$21,372$6,992$351$28,715
Fees for Services Accounting$1,306$19,749$445$21,500
Pension Plan Contributions$13,777$5,542$557$19,876
Fees for Services Other$634$9,575$215$10,424
Advertising$4,295$216$4,594$9,105
Office Expenses$4,769$1,927$1,513$8,209
Fees for Services Legal$44$664$15$723
Total Functional Expenses$3,919,976$760,224$99,180$4,779,380

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,988,298
Expenses per Audited Statements$4,779,380
Total Expenses per Form 990$4,779,380
Expenses Not Reported on Form 990$208,918
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Obligation$801,884
Due to State$407,923
Line of Credit$56,737
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

The board of directors reviews Form 990 prior to filing.

Form 990, Part VI, Section B, line 12C

New board members are required to complete a disclosure form with regard to potential conflicts upon joining the board. Sitting board members complete the questionnaire annually. Any conflicts which arise are handled by the Executive Director with the Board. The Board is also reminded at each meeting to declare any potential conflicts of interest.

Form 990, Part VI, Section B, line 15A

The process for determining compensation of the Executive Director includes a review and approval by the Board of Directors. Salary, including that of the Executive Director, is adjusted based upon performance, resources available, and market conditions.

Form 990, Part VI, Section C, line 19

The organization makes these documents available upon request.

Filing and Contact Details

Filer

Filer Name
Eastern Area Agency on Aging
EIN
01-0328376
Phone
2079412865
Address
240 State Street, Brewer, ME 04412

Signing Officer

Name
Tabatha Caso
Title
Executive Director
Phone
2079412865
Signed
2024-06-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tabatha Caso
Formed
1976
Legal Domicile
Me
Voting Board Members
13
Independent Board Members
13
Employees
58
Volunteers
360

Preparer

Firm
Purdy Powers & Company
Address
130 Middle Street, Portland, ME 04101
Preparer
Peter Way
Phone
2077753496
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

Audit oversight: This process has not changed from the prior year.

Financial Statement Notes

Part V, Line 4:

The Agency has endowment funds established for a number of purposes. Net assets associated with endowment funds include funds designated by the Board of Trustees to function as endowments.

Part X, Line 2:

Management of the Corporation believes it has no material uncertain tax positions and, accordingly, it will not recognize any liability for unrecognized tax benefits.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt03323945
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04907151
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03404
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt032551
IRS990/InformationTechnologyGrp/ProgramServicesAmt054200
IRS990/InformationTechnologyGrp/TotalAmt090155
IRS990/InsuranceGrp/FundraisingAmt0351
IRS990/InsuranceGrp/ManagementAndGeneralAmt06992
IRS990/InsuranceGrp/ProgramServicesAmt021372
IRS990/InsuranceGrp/TotalAmt028715
IRS990/InvestmentIncomeGrp/ExclusionAmt034309
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034309
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02064832
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02316105
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0289342
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0608554
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0514518
IRS990/LandBldgEquipCostOrOtherBssAmt0803860
IRS990/LegalDomicileStateCd0ME
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0It is the mission of Eastern Area Agency on Aging to be the best source of information, options, and services for seniors, adults with disabilities, and caregivers.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02683313
IRS990/NetAssetsOrFundBalancesEOYAmt03019841
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0208757
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0763829
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0809713
IRS990/NoncashContributionsAmt0387927
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01919
IRS990/OccupancyGrp/ManagementAndGeneralAmt010436
IRS990/OccupancyGrp/ProgramServicesAmt055433
IRS990/OccupancyGrp/TotalAmt067788
IRS990/OfficeExpensesGrp/FundraisingAmt01513
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01927
IRS990/OfficeExpensesGrp/ProgramServicesAmt04769
IRS990/OfficeExpensesGrp/TotalAmt08209
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0784940
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06157
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt061287
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0152345
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0219789
IRS990/OtherExpensesGrp/Desc0Purchased Meals
IRS990/OtherExpensesGrp/Desc1In-Kind Expenses
IRS990/OtherExpensesGrp/Desc2Program Service Expense
IRS990/OtherExpensesGrp/Desc3Building and Equipment
IRS990/OtherExpensesGrp/FundraisingAmt0578
IRS990/OtherExpensesGrp/FundraisingAmt16896
IRS990/OtherExpensesGrp/FundraisingAmt213124
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01081
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125685
IRS990/OtherExpensesGrp/ProgramServicesAmt01107768
IRS990/OtherExpensesGrp/ProgramServicesAmt1379950
IRS990/OtherExpensesGrp/ProgramServicesAmt2305268
IRS990/OtherExpensesGrp/ProgramServicesAmt3141114
IRS990/OtherExpensesGrp/TotalAmt01108346
IRS990/OtherExpensesGrp/TotalAmt1387927
IRS990/OtherExpensesGrp/TotalAmt2305268
IRS990/OtherExpensesGrp/TotalAmt3179923
IRS990/OtherLiabilitiesGrp/BOYAmt0218443
IRS990/OtherLiabilitiesGrp/EOYAmt01266544
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Revenue
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt052903
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt052903
IRS990/OtherRevenueTotalAmt052903
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045598
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0453858
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01128190
IRS990/OtherSalariesAndWagesGrp/TotalAmt01627646
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03679
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt036615
IRS990/PayrollTaxesGrp/ProgramServicesAmt091018
IRS990/PayrollTaxesGrp/TotalAmt0131312
IRS990/PensionPlanContributionsGrp/FundraisingAmt0557
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05542
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013777
IRS990/PensionPlanContributionsGrp/TotalAmt019876
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0273496
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0759593
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt039694
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt039162
IRS990/PrincipalOfficerNm0Tabatha Caso
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0333015
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0333015
IRS990/ProgSrvcAccomActy2Grp/Desc0The Family Caregiver program offers information and assistance, support groups, trainings, and referrals to anyone who is providing unpaid assistance to a senior and those with Alzheimer's.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0383305
IRS990/ProgSrvcAccomActy3Grp/Desc0The Nutrition Program provides good nutrition to seniors who otherwise might not eat a balanced diet. The program includes social dining, at-home dining, meals on wheels, and nutrition education/counseling.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02495240
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0333015
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other Programs.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0367335
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt052903
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04147115
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt044330
IRS990/PYOtherExpensesAmt02370339
IRS990/PYOtherRevenueAmt05877
IRS990/PYProgramServiceRevenueAmt0265472
IRS990/PYRevenuesLessExpensesAmt0142836
IRS990/PYSalariesCompEmpBnftPaidAmt01949619
IRS990/PYTotalExpensesAmt04319958
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04462794
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0127771
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04098997
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03793498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03587716
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03250951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02360927
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017092089
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt034309
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt044330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt030677
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt062809
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014291
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0186416
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01290960
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt052903
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05877
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt016675
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt048947
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt057410
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0181812
IRS990ScheduleA/PublicOrganization170Ind0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.78$1.35$3.44$5.44$5.47$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.68$1.66$3.02$4.91$4.78$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.54$2.68$4.46$4.32$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.76$2.91$4.20$4.01$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$1.31$2.39$3.81$3.73$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.55$2.28$2.99$2.76$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.51$2.05$2.79$2.75$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.31$0.42$1.89$2.67$2.69$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.22$0.48$1.73$2.78$2.77$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.54$1.61$2.52$2.72$0.20
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.39$1.92$3.44$2.41$1.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.38$0.84$2.51$2.43$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.60$0.77$2.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.46$0.79$2.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.48$1.26$2.81
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $1M-$5M nonprofits