Civic Intelligence

Personal Assistance Options Inc

990 • Fiscal year 2019 • EIN 01-0630527

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 19, 2020

Organization ProfileWWW.PAOMIDLAND.ORG
1509 Washington Street Suite CMidland, MI 48640

(989) 837-8350

Siviq Scores

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

Liabilities / Assets

84th percentile

0.58x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.17x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

45th percentile

1.5%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$74,040

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$716,533

Up $88,007 (+14%) from 2018

Net Assets

Up

$299,058

Up $39,371 (+15%) from 2018

Liabilities

Up

$417,475

Up $48,636 (+13%) from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin45th percentile

Revenue

Up

$2,528,229

Up $315,631 (+14%) from 2018

Expenses

Up

$2,489,912

Up $178,283 (+7.7%) from 2018

Net Income

Up

$38,317

Up $137,348 (+139%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2019

Assets$716,533
Liabilities$417,475
Net Assets$299,058
Open 2019 Filing

Operations Trend

Revenue Growth68th 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

2019

Revenue$2,528,229
Expenses$2,489,912
Net Income$38,317
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 19, 2020
Return Version
2018v3.2
Gross Receipts
$2,562,143
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$190,773$284,665▲ $93,892
Savings and Temporary Cash Investments$175,809$176,864▲ $1,055
Land, Buildings, and Equipment, Net$140,819$133,400▼ $7,419
Cash and Non-Interest-Bearing Accounts$51,283$51,126▼ $157
Investments Other Securities$50,093$50,589▲ $496
Prepaid Expenses and Deferred Charges$19,749$19,889▲ $140
Total Assets$628,526$716,533▲ $88,007
Liabilities
Accounts Payable and Accrued Expenses$262,908$315,261▲ $52,353
Mortgage Notes Payable Secured by Investment Property$105,931$102,214▼ $3,717
Total Liabilities$368,839$417,475▲ $48,636
Net Assets / Fund Balance
Temporarily Rstr Net Assets$139,396$163,215▲ $23,819
Unrestricted Net Assets$90,703$106,255▲ $15,552
Permanently Rstr Net Assets$29,588$29,588→ $0
Total Net Assets Fund Balance$259,687$299,058▲ $39,371
Total Liabilities and Net Assets / Fund Balance$628,526$716,533▲ $88,007

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$109,330$12,484$121,814
Equipment$6,820$23,940$30,760
Land$17,250-$17,250
Leasehold Improvements-$11,212$11,212
Other Securities$50,589--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$50,093-▲ $1,054-$50,588
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
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathleen AllenExecutive DiFT$74,040$74,040

Board Members and Trustees

NameTitle
Mark GandyPresident
Andy ThompsonDirector
Jim HeffelDirector
Taylor HeschDirector
Tracey HennigarDirector
Dustin RozekFormer Treas
Melissa Headland-diehlSecretary
Barbara JungaTreasurer
Lori IsenhartVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,439,150
Program Service Revenue
$81,745
Investment Income
$880
Other Revenue
$6,454
All Other Contributions
$2,797
Change in Net Assets
$38,317

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,561,584
Revenue Not Reported on Financial Statements
$-33,355
Revenue Not Reported on Form 990
$1,054
Other Revenue Adjustments
$-33,914
Total Revenue per Audited Statements
$2,562,638
Total Revenue per Form 990
$2,528,229
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,249,377
Other Expenses$238,654
Grants and Similar Amounts Paid$1,881
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,690,394$285,009-$1,975,403
Payroll Taxes$178,867$36,373-$215,240
Travel$77,554--$77,554
Current Officers, Directors, Trustees, and Key Employees-$58,734-$58,734
Office Expenses$1,277$31,245-$32,522
Occupancy-$30,958-$30,958
Fees for Services Accounting-$12,664-$12,664
All Other Expenses$11,381$906-$12,287
Insurance-$9,113-$9,113
Depreciation Depletion-$7,295-$7,295
Other Expenses$4,668$2,541-$4,668
Conferences and Meetings-$2,570-$2,570
Advertising-$2,301-$2,301
Grants to Domestic Individuals$1,881--$1,881
Fees for Services Other-$916-$916
Fees for Services Legal$140--$140
Total Functional Expenses$1,993,125$496,787$0$2,489,912

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,523,267
Total Expenses per Form 990$2,489,912
Expenses per Audited Statements$2,489,353
Expenses Not Reported on Form 990$33,914
Expenses Not Reported on Financial Statements$559
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,731
Fundraising Gross Income$7,167
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art Auction$31,055$7,167$4,887$2,280
Total Events$31,055$7,167$10,731$-3,564
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 48640

Signing Officer

Name
Kathleen Allen
Title
Executive Director
Phone
9898378350
Signed
2020-08-19
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
194

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 10,731 direct rental expenses 23,183 direct fundraising expenses -10,731 direct rental expenses -23,183”

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 -10,731 direct rental expenses -23,183”

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

“Direct fundraising expenses 10,731 direct rental expenses 23,183”

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IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01117
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01117
IRS990/NetUnrlzdGainsLossesInvstAmt01054
IRS990/NoncashContributionsAmt01000
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt030958
IRS990/OccupancyGrp/TotalAmt030958
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031245
IRS990/OfficeExpensesGrp/ProgramServicesAmt01277
IRS990/OfficeExpensesGrp/TotalAmt032522
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0PAYROLL PROCESSING FEES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2EMPLOYER SHARED PENALTY
IRS990/OtherExpensesGrp/Desc3ADMIN - CONSUMER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03539
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112623
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22541
IRS990/OtherExpensesGrp/ProgramServicesAmt017403
IRS990/OtherExpensesGrp/ProgramServicesAmt19560
IRS990/OtherExpensesGrp/ProgramServicesAmt24668
IRS990/OtherExpensesGrp/TotalAmt020942
IRS990/OtherExpensesGrp/TotalAmt112623
IRS990/OtherExpensesGrp/TotalAmt212101
IRS990/OtherExpensesGrp/TotalAmt34668
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt08901
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08901
IRS990/OtherRevenueTotalAmt08901
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0285009
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01690394
IRS990/OtherSalariesAndWagesGrp/TotalAmt01975403
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt036373
IRS990/PayrollTaxesGrp/ProgramServicesAmt0178867
IRS990/PayrollTaxesGrp/TotalAmt0215240
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt029588
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt029588
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019749
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019889
IRS990/PrincipalOfficerNm0KATHLEEN ALLEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/Desc0DIRECT CARE FEES
IRS990/ProgramServiceRevenueGrp/Desc1TRAVEL REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt080303
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11442
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt080303
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11442
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02060728
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02517
IRS990/PYInvestmentIncomeAmt01769
IRS990/PYOtherExpensesAmt0271391
IRS990/PYOtherRevenueAmt07452
IRS990/PYProgramServiceRevenueAmt0142649
IRS990/PYRevenuesLessExpensesAmt0-99031
IRS990/PYSalariesCompEmpBnftPaidAmt02037721
IRS990/PYTotalExpensesAmt02311629
IRS990/PYTotalRevenueAmt02212598
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt038317
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt01117
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt082862
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0175809
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0176864
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 119,024
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02439150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02060728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01977643
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01738486
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01889835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010105842
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0880
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01769
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0192
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0321
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03411
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0888348
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt033201
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt029061
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt033145
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt020487
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03130
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0119024
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98800
IRS990ScheduleA/PublicSupportPY170Pct00.99110
IRS990ScheduleA/PublicSupportTotal170Amt010105842
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02439150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02060728
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01977643
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01738486
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01889835
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010105842
IRS990ScheduleA/TotalSupportAmt010228277
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0109330
IRS990ScheduleD/BuildingsGrp/DepreciationAmt012484
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0121814
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0559
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt050093
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt050588
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01054
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0541
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt050317
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt050093
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03317
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0489
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt045469
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt050317
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05337
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0516
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt042600
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt045469
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03385
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0557
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt048066
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt042600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1909
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt06820
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023940
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030760
IRS990ScheduleD/ExpensesNotReportedAmt033914
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0559
IRS990ScheduleD/ExpensesSubtotalAmt02489353
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0559
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0559
IRS990ScheduleD/LandGrp/BookValueAmt017250
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt017250
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt011212
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt011212
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01054
IRS990ScheduleD/OtherExpensesIncludedAmt033914
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-33914
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt050589
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.58490
IRS990ScheduleD/RevenueNotReportedAmt01054
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-33355
IRS990ScheduleD/RevenueSubtotalAmt02561584
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 -10,731 DIRECT RENTAL EXPENSES -23,183
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSES 10,731 DIRECT RENTAL EXPENSES 23,183
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/TermEndowmentBalanceEOYPct00.41510
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0133400
IRS990ScheduleD/TotalBookValueSecuritiesAmt050589
IRS990ScheduleD/TotalExpensesPerForm990Amt02489912
IRS990ScheduleD/TotalRevenuePerForm990Amt02528229

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$716,533
Liabilities
$417,475
Net assets
$299,058
Revenue
$2,528,229
Expenses
$2,489,912
Net income
$38,317
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