Civic Intelligence

Laudholm Trust

990 • Fiscal year 2019 • EIN 01-0380763

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 30, 2020

Organization ProfileWWW.LAUDHOLM.ORG

View Organization Page

PO Box 1007Wells, ME 04090

(207) 646-4521

Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.14x

Higher debt load relative to revenue than 47% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

35th percentile

$89,873

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$8,640,811

Up $1,064,793 (+14%) from 2018

Net Assets

Up

$8,518,002

Up $1,079,790 (+15%) from 2018

Liabilities

Down

$122,809

Down $14,997 (-11%) from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin78th percentile

Revenue

Down

$849,679

Down $145,434 (-15%) from 2018

Expenses

Down

$678,988

Down $16,011 (-2.3%) from 2018

Net Income

Down

$170,691

Down $129,423 (-43%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,645,025Liabilities 2011: $28,927Net Assets 2011: $4,616,0982011Assets 2012: $4,675,447Liabilities 2012: $16,172Net Assets 2012: $4,659,2752012Assets 2013: $5,239,755Liabilities 2013: $161,071Net Assets 2013: $5,078,6842013Assets 2014: $5,830,119Liabilities 2014: $156,331Net Assets 2014: $5,673,7882014Assets 2015: $6,149,066Liabilities 2015: $146,936Net Assets 2015: $6,002,1302015Assets 2016: $6,321,385Liabilities 2016: $171,969Net Assets 2016: $6,149,4162016Assets 2017: $6,863,203Liabilities 2017: $187,900Net Assets 2017: $6,675,3032017Assets 2018: $7,576,018Liabilities 2018: $137,806Net Assets 2018: $7,438,2122018Assets 2019: $8,640,811Liabilities 2019: $122,809Net Assets 2019: $8,518,0022019Assets 2020: $8,960,755Liabilities 2020: $103,747Net Assets 2020: $8,857,0082020Assets 2021: $11,093,947Liabilities 2021: $149,724Net Assets 2021: $10,944,2232021Assets 2022: $10,020,080Liabilities 2022: $173,436Net Assets 2022: $9,846,6442022Assets 2023: $11,057,109Liabilities 2023: $172,305Net Assets 2023: $10,884,8042023Assets 2024: $11,913,136Liabilities 2024: $131,683Net Assets 2024: $11,781,4532024

Highlighted filing

2019

Assets$8,640,811
Liabilities$122,809
Net Assets$8,518,002
Open 2019 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $635,6012011Expenses 2012: $558,2692012Revenue 2013: $649,647Expenses 2013: $589,591Net Income 2013: $60,0562013Revenue 2014: $627,396Expenses 2014: $585,369Net Income 2014: $42,0272014Revenue 2015: $852,972Expenses 2015: $688,586Net Income 2015: $164,3862015Revenue 2016: $732,298Expenses 2016: $607,334Net Income 2016: $124,9642016Revenue 2017: $799,896Expenses 2017: $685,443Net Income 2017: $114,4532017Revenue 2018: $995,113Expenses 2018: $694,999Net Income 2018: $300,1142018Revenue 2019: $849,679Expenses 2019: $678,988Net Income 2019: $170,6912019Revenue 2020: $882,063Expenses 2020: $805,775Net Income 2020: $76,2882020Revenue 2021: $1,024,210Expenses 2021: $773,708Net Income 2021: $250,5022021Revenue 2022: $791,469Expenses 2022: $861,838Net Income 2022: -$70,3692022Revenue 2023: $954,746Expenses 2023: $1,042,242Net Income 2023: -$87,4962023Revenue 2024: $872,511Expenses 2024: $1,057,387Net Income 2024: -$184,8762024

Highlighted filing

2019

Revenue$849,679
Expenses$678,988
Net Income$170,691
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 30, 2020
Return Version
2018v3.1
Gross Receipts
$1,393,413
Mission and Program Overview

Mission

Laudholm trust is dedicated to advancing the coastal research, education, and stewardship programs of the wells reserve and to preserving its historic buildings. Laudholm strives to extend its unique legacy by galvanizing community support and inspiring actions that protect maine's coastal environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,007,350$6,857,982▲ $850,632
Savings and Temporary Cash Investments$190,773$287,006▲ $96,233
Cash and Non-Interest-Bearing Accounts$140,935$179,778▲ $38,843
Land, Buildings, and Equipment, Net$99,361$105,879▲ $6,518
Pledges and Grants Receivable$2,500$57,500▲ $55,000
Accounts Receivable$5,716$5,734▲ $18
Inventories for Sale or Use$4,118$4,000▼ $118
Total Assets$7,576,018$8,640,811▲ $1,064,793
Other Assets Total$1,125,265$1,142,932▲ $17,667
Liabilities
Deferred Revenue$123,585$104,195▼ $19,390
Accounts Payable and Accrued Expenses$14,221$18,614▲ $4,393
Total Liabilities$137,806$122,809▼ $14,997
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,430,624$3,451,291▲ $20,667
Temporarily Rstr Net Assets$2,040,378$2,778,413▲ $738,035
Unrestricted Net Assets$1,967,210$2,288,298▲ $321,088
Total Net Assets Fund Balance$7,438,212$8,518,002▲ $1,079,790
Total Liabilities and Net Assets / Fund Balance$7,576,018$8,640,811▲ $1,064,793

Asset Categories

AssetBook ValueDepreciationBasis
Land$97,950-$97,950
Equipment$7,929$13,279$21,208
Other Assets Org$30,900--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,107,584$3,443▲ $1,109,993$170,651$7,050,370
2018$5,417,753$104,000▲ $755,222$169,390$6,107,584
2017$5,155,468$19,458▲ $559,977$169,920$5,417,753
2016$5,136,224$43,971▲ $72,286$97,013$5,155,468
2015$4,825,639$175,078▲ $180,098$44,591$5,136,224
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nik CharovPresidentFT$81,894$7,979$89,873

Board Members and Trustees

NameTitle
Krista RosenChair
Jessica Gribbon JoyceVice-chair
Bruce BjorkTrustee
Hal MullerTrustee
Janet UnderhillTrustee
John CarpenterTrustee
Maureen St JohnTrustee
Paul CoplemanTrustee
Rob OlsonTrustee
Robin PlancoSecretary
Dennis ByrdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$403,750
Program Service Revenue
$0
Investment Income
$236,706
Other Revenue
$209,223
All Other Contributions
$274,390
Change in Net Assets
$170,691

Audited Revenue Reconciliation

Revenue per Audited Statements
$849,679
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$909,099
Total Revenue per Audited Statements
$1,758,778
Total Revenue per Form 990
$849,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$308,439
Grants and Similar Amounts Paid$258,997
Total Fundraising Expense$146,672
Other Expenses$111,552
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$258,997--$258,997
Other Salaries and Wages$38,572$46,179$54,782$139,533
Current Officers, Directors, Trustees, and Key Employees$26,955$31,153$36,630$94,738
Other Employee Benefits$17,293$16,044$17,672$51,009
Office Expenses$12,472$1,916$9,850$24,238
Fees for Service Investment Mgmnt Fees-$18,057$6,019$24,076
Payroll Taxes$3,011$6,021$6,021$15,053
Fees for Services Accounting-$13,845-$13,845
Fees for Services Other$516$5,509$6,451$12,476
Pension Plan Contributions$2,748$2,550$2,808$8,106
Advertising$6,569--$6,569
Insurance-$5,502-$5,502
Travel$4,074$99$558$4,731
Depreciation Depletion-$1,000-$1,000
Other Expenses$148$148$296$592
All Other Expenses-$453-$453
Total Functional Expenses$383,506$148,810$146,672$678,988

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$678,988
Total Expenses per Audited Statements$678,988
Total Expenses per Form 990$678,988
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wells National Estuarine Research ReserveWells, ME170(c)(1)GRANTS ARE MADE TO SUPPORT THE OPERATIONAL AND CAPITAL IMPROVEMENTS OF THE RESERVE, WHICH DIRECTLY RELATE TO THE ORGANIZATION'S PRIMARY TAX EXEMPT PURPOSE.$258,997
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$180,678
Fundraising Direct Expenses$55,756
Gaming Gross Income$6,228
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Craft Festival$140,354$138,104$30,428$107,676
Punkinfiddle$14,205$9,455$1,867$7,588
Total Events$202,828$180,678$55,756$124,922
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Chair of the Wells National Estuarine Research Reserve Management AuthorityTHE ORGANIZATION PROVIDED $292,264 IN ASSISTANCE TO THE WELLS RESERVE, CONSISTENT WITH THE ORGANIZATION'S PRIMARY TAX EXEMPT PURPOSE.No$258,997
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 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
Yes
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 A, Line 6

“The organization consists of members who must pay annual dues fixed by the board of trustees.”

Form 990, Part VI, Section A, Line 7A

“The members elect the trustees and the trustees elect the officers of the board.”

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

“The form 990 is reviewed by the president, the treasurer, and the board of trustees before being filed. They are also available online at wellsreserve.org and are emailed to members.”

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

“The organization regularly and consistently monitors and enforces compliance with the policy by monitoring the board and employees.”

Form 990, Part VI, Section B, Line 15

“A yearly review of the maine association of non-profit salary and benefits survey is utilized to determine compensation.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available at the office of laudholm trust upon request. They are also available at the annual meeting and sent to members annually.”

Filing and Contact Details

Filer

Filer Name
Laudholm Trust
EIN
01-0380763
Phone
2076464521
Address
PO BOX 1007, WELLS, ME 04090

Signing Officer

Name
Nicholas Charov
Title
President
Phone
2076464521
Signed
2020-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicholas Charov
Formed
1982
Legal Domicile
Me
Voting Board Members
11
Independent Board Members
11
Employees
6
Volunteers
450

Preparer

Firm
Runyon Kersteen Ouellette
Address
20 LONG CREEK DRIVE, SOUTH PORTLAND, ME 04106
Preparer
RORY O'BRION
Phone
2077732986
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value or perpetual trusts 17,667. Change in value of annuity obligations -6,000.”

FORM 990, PART XII, LINE 2C:

“This process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are used to support the organization's primary tax exempt purpose of supporting the wells national estuarine research reserve. The income from permanently restricted endowment funds is used in support of educational and research programs, as intended by donors.”

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america requires management to evaluate tax positions taken by the trust and recognize a tax liability if the trust has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service and state taxing authorities. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of trust change in value of annuity”

Raw XML AppendixShowing 400 of 596 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0LAUDHOLM TRUST IS DEDICATED TO ADVANCING THE COASTAL RESEARCH, EDUCATION, AND STEWARDSHIP PROGRAMS OF THE WELLS RESERVE AND TO PRESERVING ITS HISTORIC BUILDINGS. LAUDHOLM STRIVES TO EXTEND ITS UNIQUE LEGACY BY GALVANIZING COMMUNITY SUPPORT AND INSPIRING ACTIONS THAT PROTECT MAINE'S COASTAL ENVIRONMENT.
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IRS990/Desc0THE TRUST OPERATES TO SUPPORT THE COASTAL RESEARCH, EDUCATION, AND STEWARDSHIP PROGRAMS OF THE WELLS NATIONAL ESTUARINE RESEARCH RESERVE AND THE PRESERVATION AND MAINTENANCE OF ITS HISTORIC LAUDHOLM FARM CAMPUS. PROGRAMS SERVICES PROFERRED BY THE TRUST INCLUDE CASH CONTRIBUTIONS MADE TO OR ON BEHALF OF THE WELLS NATIONAL ESTUARINE RESEARCH RESERVE, AS WELL AS DONATED STAFF TIME.
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
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IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt022150
IRS990/FundraisingDirectExpensesAmt055756
IRS990/FundraisingGrossIncomeAmt0180678
IRS990/GainOrLossGrp/SecuritiesAmt0134738
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt06228
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0258997
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0258997
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0258997
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0606543
IRS990/GrossReceiptsAmt01393413
IRS990/GrossRentsGrp/RealAmt087195
IRS990/GrossSalesOfInventoryAmt07051
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05502
IRS990/InsuranceGrp/TotalAmt05502
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04118
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04000
IRS990/InvestmentIncomeGrp/ExclusionAmt0101968
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0101968
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06007350
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06857982
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013279
IRS990/LandBldgEquipBasisNetGrp/BOYAmt099361
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0105879
IRS990/LandBldgEquipCostOrOtherBssAmt0119158
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0471805
IRS990/LessRentalExpensesGrp/RealAmt012286
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0107210
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0LAUDHOLM TRUST IS DEDICATED TO ADVANCING THE COASTAL RESEARCH, EDUCATION, AND STEWARDSHIP PROGRAMS OF THE WELLS RESERVE AND TO PRESERVING ITS HISTORIC BUILDINGS. LAUDHOLM TRUST STRIVES TO EXTEND ITS UNIQUE LEGACY BY GALVANIZING COMMUNITY SUPPORT AND INSPIRING ACTIONS THAT PROTECT MAINE'S COASTAL ENVIRONMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07438212
IRS990/NetAssetsOrFundBalancesEOYAmt08518002
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0134738
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0134738
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0124922
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0124922
IRS990/NetIncomeFromGamingGrp/ExclusionAmt06228
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt06228
IRS990/NetIncomeOrLossGrp/ExclusionAmt03164
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03164
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt074909
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt074909
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0897432
IRS990/NoncashContributionsAmt04500
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt09850
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01916
IRS990/OfficeExpensesGrp/ProgramServicesAmt012472
IRS990/OfficeExpensesGrp/TotalAmt024238
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01125265
IRS990/OtherAssetsTotalGrp/EOYAmt01142932
IRS990/OtherChangesInNetAssetsAmt011667
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt017672
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016044
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017293
IRS990/OtherEmployeeBenefitsGrp/TotalAmt051009
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1DONOR RECOGNITION AND C
IRS990/OtherExpensesGrp/Desc2TRAINING
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt05251
IRS990/OtherExpensesGrp/FundraisingAmt1334
IRS990/OtherExpensesGrp/FundraisingAmt2296
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0334
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1148
IRS990/OtherExpensesGrp/ProgramServicesAmt09314
IRS990/OtherExpensesGrp/ProgramServicesAmt12837
IRS990/OtherExpensesGrp/ProgramServicesAmt2148
IRS990/OtherExpensesGrp/TotalAmt09314
IRS990/OtherExpensesGrp/TotalAmt15251
IRS990/OtherExpensesGrp/TotalAmt23505
IRS990/OtherExpensesGrp/TotalAmt3592
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt054782
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt046179
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt038572
IRS990/OtherSalariesAndWagesGrp/TotalAmt0139533
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06021
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06021
IRS990/PayrollTaxesGrp/ProgramServicesAmt03011
IRS990/PayrollTaxesGrp/TotalAmt015053
IRS990/PensionPlanContributionsGrp/FundraisingAmt02808
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02550
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02748
IRS990/PensionPlanContributionsGrp/TotalAmt08106
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03430624
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03451291
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt057500
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NICHOLAS CHAROV
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0410013
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0292264
IRS990/PYInvestmentIncomeAmt0340598
IRS990/PYOtherExpensesAmt0120486
IRS990/PYOtherRevenueAmt0244502
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0300114
IRS990/PYSalariesCompEmpBnftPaidAmt0282249
IRS990/PYTotalExpensesAmt0694999
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0995113
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0170691
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt074909
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0190773
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0287006
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0403750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0418013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0325981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0310351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0416208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01874303
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0126044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt092163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt086016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt084097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt081906
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0470226
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0782477
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65240
IRS990ScheduleA/PublicSupportPY170Pct00.63650
IRS990ScheduleA/PublicSupportTotal170Amt01874303
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0403750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0418013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0325981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0310351
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0416208
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01874303
IRS990ScheduleA/TotalSupportAmt02873004
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt074909
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0126408
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0119759
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0101696
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0105703
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0528475
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.28550
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06107584
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03443
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07050370
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01109993
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0170651
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05417753
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0104000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06107584
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0755222
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0169390
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0147230
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05155468
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt019458
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05417753
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0559977
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0169920
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05136224
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt043971
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05155468
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt072286
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt097013

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,640,811
Liabilities
$122,809
Net assets
$8,518,002
Revenue
$849,679
Expenses
$678,988
Net income
$170,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.13$11.8$0.87$1.06$0.18
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.17$10.9$0.95$1.04$0.09
2022Detailed filing. Detailed filing data is available for this year.$10.0$0.17$9.85$0.79$0.86$0.07
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.15$10.9$1.02$0.77$0.25
2020Detailed filing. Detailed filing data is available for this year.$8.96$0.10$8.86$0.88$0.81$0.08
2019Detailed filing. Detailed filing data is available for this year.$8.64$0.12$8.52$0.85$0.68$0.17
2018Summary only. Only limited summary data is available for this year.$7.58$0.14$7.44$1.00$0.69$0.30
2017Detailed filing. Detailed filing data is available for this year.$6.86$0.19$6.68$0.80$0.69$0.11
2016Detailed filing. Detailed filing data is available for this year.$6.32$0.17$6.15$0.73$0.61$0.12
2015Detailed filing. Detailed filing data is available for this year.$6.15$0.15$6.00$0.85$0.69$0.16
2014Detailed filing. Detailed filing data is available for this year.$5.83$0.16$5.67$0.63$0.59$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.16$5.08$0.65$0.59$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$0.02$4.66$0.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$0.03$4.62$0.64