Civic Intelligence

Personal Assistance Options Inc

990 • Fiscal year 2018 • EIN 01-0630527

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 07, 2019

Organization ProfileWWW.PAOMIDLAND.ORG
1509 Washington Street Suite CMidland, MI 48642

(989) 837-8350

Siviq Scores

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

Liabilities / Assets

84th percentile

0.59x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.17x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

28th percentile

-4.5%

Higher net margin than 28% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

55th percentile

$73,989

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

22nd percentile

-5.8%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-0.9%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$628,526

Down $38,485 (-5.8%) from 2017

Net Assets

Down

$259,687

Down $95,715 (-27%) from 2017

Liabilities

Up

$368,839

Up $57,230 (+18%) from 2017

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin28th percentile

Revenue

Down

$2,212,598

Down $21,203 (-0.9%) from 2017

Expenses

Down

$2,311,629

Down $7,129 (-0.3%) from 2017

Net Income

Down

-$99,031

Down $14,074 (-17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $380,743Liabilities 2010: $353,542Net Assets 2010: $27,2012010Assets 2011: $331,707Liabilities 2011: $166,210Net Assets 2011: $165,4972011Assets 2012: $587,599Liabilities 2012: $233,997Net Assets 2012: $353,6022012Assets 2013: $731,509Liabilities 2013: $167,092Net Assets 2013: $564,4172013Assets 2014: $912,267Liabilities 2014: $258,803Net Assets 2014: $653,4642014Assets 2015: $749,489Liabilities 2015: $247,074Net Assets 2015: $502,4152015Assets 2016: $709,637Liabilities 2016: $274,615Net Assets 2016: $435,0222016Assets 2017: $667,011Liabilities 2017: $311,609Net Assets 2017: $355,4022017Assets 2018: $628,526Liabilities 2018: $368,839Net Assets 2018: $259,6872018Assets 2019: $716,533Liabilities 2019: $417,475Net Assets 2019: $299,0582019Assets 2020: $1,293,797Liabilities 2020: $492,132Net Assets 2020: $801,6652020Assets 2021: $1,237,446Liabilities 2021: $501,359Net Assets 2021: $736,0872021Assets 2022: $1,429,802Liabilities 2022: $595,680Net Assets 2022: $834,1222022Assets 2023: $1,497,037Liabilities 2023: $688,808Net Assets 2023: $808,2292023Assets 2024: $1,192,663Liabilities 2024: $458,319Net Assets 2024: $734,3442024

Highlighted filing

2018

Assets$628,526
Liabilities$368,839
Net Assets$259,687
Open 2018 Filing

Operations Trend

Revenue Growth36th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,844,0562010Revenue 2011: $2,899,533Expenses 2011: $2,758,959Net Income 2011: $140,5742011Expenses 2012: $2,895,6492012Revenue 2013: $3,016,242Expenses 2013: $2,811,811Net Income 2013: $204,4312013Revenue 2014: $2,623,194Expenses 2014: $2,538,393Net Income 2014: $84,8012014Revenue 2015: $2,081,495Expenses 2015: $2,230,635Net Income 2015: -$149,1402015Revenue 2016: $2,006,058Expenses 2016: $2,076,836Net Income 2016: -$70,7782016Revenue 2017: $2,233,801Expenses 2017: $2,318,758Net Income 2017: -$84,9572017Revenue 2018: $2,212,598Expenses 2018: $2,311,629Net Income 2018: -$99,0312018Revenue 2019: $2,528,229Expenses 2019: $2,489,912Net Income 2019: $38,3172019Revenue 2020: $3,533,059Expenses 2020: $3,032,834Net Income 2020: $500,2252020Revenue 2021: $3,443,701Expenses 2021: $3,522,044Net Income 2021: -$78,3432021Revenue 2022: $3,747,785Expenses 2022: $3,639,082Net Income 2022: $108,7032022Revenue 2023: $3,707,943Expenses 2023: $3,742,588Net Income 2023: -$34,6452023Revenue 2024: $3,288,643Expenses 2024: $3,377,502Net Income 2024: -$88,8592024

Highlighted filing

2018

Revenue$2,212,598
Expenses$2,311,629
Net Income-$99,031
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 7, 2019
Return Version
2017v2.3
Gross Receipts
$2,245,488
Mission and Program Overview

Mission

To provide support to individuals with disabilities based on their personal needs and goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$147,127$190,773▲ $43,646
Savings and Temporary Cash Investments$310,760$175,809▼ $134,951
Land, Buildings, and Equipment, Net$92,104$140,819▲ $48,715
Cash and Non-Interest-Bearing Accounts$48,908$51,283▲ $2,375
Investments Other Securities$50,317$50,093▼ $224
Prepaid Expenses and Deferred Charges$17,795$19,749▲ $1,954
Total Assets$667,011$628,526▼ $38,485
Liabilities
Accounts Payable and Accrued Expenses$244,646$262,908▲ $18,262
Mortgage Notes Payable Secured by Investment Property$66,963$105,931▲ $38,968
Total Liabilities$311,609$368,839▲ $57,230
Net Assets / Fund Balance
Temporarily Rstr Net Assets$123,292$139,396▲ $16,104
Unrestricted Net Assets$202,522$90,703▼ $111,819
Permanently Rstr Net Assets$29,588$29,588→ $0
Total Net Assets Fund Balance$355,402$259,687▼ $95,715
Total Liabilities and Net Assets / Fund Balance$667,011$628,526▼ $38,485

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$110,278$7,431$117,709
Equipment$11,236$93,278$104,514
Land$17,250-$17,250
Leasehold Improvements$2,055$9,157$11,212
Other Securities$50,093--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$50,317-▲ $3,317$3,000$50,093
2016$45,469-▲ $5,337-$50,317
2015$42,600-▲ $3,385-$45,469
2014$48,066-▼ $1,909$3,000$42,600
2013$47,346-▲ $4,246$3,000$48,066
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathleen AllenExecutive DiFT$73,989$73,989

Board Members and Trustees

NameTitle
Mark GandyPresident
Andy ThompsonDirector
Jim HeffelDirector
Linden RogersDirector
Mike SteinDirector
Tracey HennigarDirector
Melissa Headland-diehlSecretary
Dustin RozekTreasurer
Lori IsenhartVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,060,728
Program Service Revenue
$142,649
Investment Income
$1,769
Other Revenue
$7,452
All Other Contributions
$5,191
Change in Net Assets
$-99,031

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,245,488
Revenue Not Reported on Financial Statements
$-32,890
Revenue Not Reported on Form 990
$3,316
Other Revenue Adjustments
$-32,890
Total Revenue per Audited Statements
$2,248,804
Total Revenue per Form 990
$2,212,598
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,037,721
Other Expenses$271,391
Grants and Similar Amounts Paid$2,517
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,483,795$323,514-$1,807,309
Payroll Taxes$135,052$34,945-$169,997
Travel$69,909--$69,909
Current Officers, Directors, Trustees, and Key Employees-$60,415-$60,415
Office Expenses$1,682$34,080-$35,762
Occupancy-$30,511-$30,511
Fees for Services Accounting-$12,359-$12,359
All Other Expenses$9,679$293-$9,972
Depreciation Depletion-$8,740-$8,740
Insurance-$8,413-$8,413
Other Expenses$4,504$15,801-$4,504
Grants to Domestic Individuals$2,517--$2,517
Conferences and Meetings-$2,041-$2,041
Advertising-$1,216-$1,216
Fees for Services Other-$995-$995
Fees for Service Investment Mgmnt Fees$541--$541
Fees for Services Legal-$63-$63
Total Functional Expenses$1,763,511$548,118$0$2,311,629

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,344,519
Expenses per Audited Statements$2,311,629
Total Expenses per Form 990$2,311,629
Expenses Not Reported on Form 990$32,890
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,281
Fundraising Direct Expenses$9,858
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art Auction$26,185$14,281$7,574$6,707
Total Events$26,185$14,281$9,858$4,423
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Page 6, Part VI, Line 11B

“The executive director approves the 990 for filing.”

Form 990, Page 6, Part VI, Line 12C

“All existing employees were recently required to obtain the new employee manual with revised policies. Within those policies was the conflict of interest that was required to be signed and returned. Any new hires are also required to read and sign the documentation before starting work. Anytime there is a qualifying event an employee is required to come in and revise his or her conflict of interest policy and sign the new form to update his or her file.”

Form 990, Page 6, Part VI, Line 15A

“The executive director's salary is approved by the executive committee, using comparative information from similar organizations.”

Form 990, Page 6, Part VI, Line 19

“These documents are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Personal Assistance Options Inc
EIN
01-0630527
Phone
9898378350
Address
1509 WASHINGTON STREET SUITE C, MIDLAND, MI 48642

Signing Officer

Name
Kathleen Allen
Title
Executive Director
Phone
9898378350
Signed
2019-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Allen
Formed
2002
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
155

Preparer

Firm
Andrews Hooper Pavlik Plc
Address
5915 EASTMAN AVE STE 100, MIDLAND, MI 48640-6824
Preparer
Kellie M Bos
Phone
9898357721
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Direct fundraising expenses 9,858 direct rental expenses 23,032 direct fundraising expenses -9,858 direct rental expenses -23,032”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The mission of the fund is to provide grants to the organization to support its programs designed to meet additional needs or to help fulfill one-time dreams of those individuals whom it serves.”

Schedule D, Page 4, Part XI, Line 4B

“Direct fundraising expenses -9,858 direct rental expenses -23,032”

Schedule D, Page 4, Part XII, Line 2D

“Direct fundraising expenses 9,858 direct rental expenses 23,032”

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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04423
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-3233
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-3233
IRS990/NetUnrlzdGainsLossesInvstAmt03316
IRS990/NoncashContributionsAmt01000
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt030511
IRS990/OccupancyGrp/TotalAmt030511
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034080
IRS990/OfficeExpensesGrp/ProgramServicesAmt01682
IRS990/OfficeExpensesGrp/TotalAmt035762
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0EMPLOYER SHARED PENALTY
IRS990/OtherExpensesGrp/Desc1PAYROLL PROCESSING FEES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010709
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14023
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215801
IRS990/OtherExpensesGrp/ProgramServicesAmt040284
IRS990/OtherExpensesGrp/ProgramServicesAmt115548
IRS990/OtherExpensesGrp/ProgramServicesAmt24504
IRS990/OtherExpensesGrp/TotalAmt050993
IRS990/OtherExpensesGrp/TotalAmt119571
IRS990/OtherExpensesGrp/TotalAmt215801
IRS990/OtherExpensesGrp/TotalAmt34504
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt06262
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06262
IRS990/OtherRevenueTotalAmt06262
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0323514
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01483795
IRS990/OtherSalariesAndWagesGrp/TotalAmt01807309
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt034945
IRS990/PayrollTaxesGrp/ProgramServicesAmt0135052
IRS990/PayrollTaxesGrp/TotalAmt0169997
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt029588
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt029588
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017795
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019749
IRS990/PrincipalOfficerNm0KATHLEEN ALLEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/Desc0DIRECT CARE FEES
IRS990/ProgramServiceRevenueGrp/Desc1TRAVEL REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0139443
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13206
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0139443
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13206
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01977643
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01858
IRS990/PYInvestmentIncomeAmt0249
IRS990/PYOtherExpensesAmt0314224
IRS990/PYOtherRevenueAmt016711
IRS990/PYProgramServiceRevenueAmt0239198
IRS990/PYRevenuesLessExpensesAmt0-84957
IRS990/PYSalariesCompEmpBnftPaidAmt02002676
IRS990/PYTotalExpensesAmt02318758
IRS990/PYTotalRevenueAmt02233801
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-99031
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-3233
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0139416
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0310760
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0175809
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 88,230
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02060728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01977643
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01738486
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01889835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02487507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010154199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01769
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0192
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0458
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02989
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0937431
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt029061
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt033145
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt020487
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03130
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02407
IRS990ScheduleA/OtherIncome170Grp/TotalAmt088230
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99110
IRS990ScheduleA/PublicSupportPY170Pct00.99430
IRS990ScheduleA/PublicSupportTotal170Amt010154199
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02060728
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01977643
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01738486
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01889835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02487507
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010154199
IRS990ScheduleA/TotalSupportAmt010245418
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0110278
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07431
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0117709
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0541
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt050317
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt050093
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03317
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt03000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0489
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt045469
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt050317
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05337
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0516
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt042600
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt045469
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03385
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0557
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt048066
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt042600
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1909
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0526
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt047346
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt048066
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04246
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt011236
IRS990ScheduleD/EquipmentGrp/DepreciationAmt093278
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0104514
IRS990ScheduleD/ExpensesNotReportedAmt032890
IRS990ScheduleD/ExpensesSubtotalAmt02311629
IRS990ScheduleD/LandGrp/BookValueAmt017250
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt017250
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02055
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt09157
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt011212
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03316
IRS990ScheduleD/OtherExpensesIncludedAmt032890
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-32890
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt050093
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.59070
IRS990ScheduleD/RevenueNotReportedAmt03316
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-32890
IRS990ScheduleD/RevenueSubtotalAmt02245488
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE FUND IS TO PROVIDE GRANTS TO THE ORGANIZATION TO SUPPORT ITS PROGRAMS DESIGNED TO MEET ADDITIONAL NEEDS OR TO HELP FULFILL ONE-TIME DREAMS OF THOSE INDIVIDUALS WHOM IT SERVES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSES -9,858 DIRECT RENTAL EXPENSES -23,032
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSES 9,858 DIRECT RENTAL EXPENSES 23,032
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.40930
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0140819
IRS990ScheduleD/TotalBookValueSecuritiesAmt050093
IRS990ScheduleD/TotalExpensesPerForm990Amt02311629
IRS990ScheduleD/TotalRevenuePerForm990Amt02212598
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02248804
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02344519
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt011904
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt011904
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09858
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ART AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014281

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$628,526
Liabilities
$368,839
Net assets
$259,687
Revenue
$2,212,598
Expenses
$2,311,629
Net income
-$99,031
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.46$0.73$3.29$3.38$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.69$0.81$3.71$3.74$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.60$0.83$3.75$3.64$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.50$0.74$3.44$3.52$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.49$0.80$3.53$3.03$0.50
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.42$0.30$2.53$2.49$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.37$0.26$2.21$2.31$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.31$0.36$2.23$2.32$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.27$0.44$2.01$2.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.25$0.50$2.08$2.23$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.26$0.65$2.62$2.54$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.17$0.56$3.02$2.81$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.23$0.35$2.90
2011Summary only. Only limited summary data is available for this year.$0.33$0.17$0.17$2.90$2.76$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.35$0.03$2.84