Civic Intelligence

Personal Assistance Options Inc

990 • Fiscal year 2022 • EIN 01-0630527

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 15, 2023

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

81st percentile

0.42x

Higher debt load relative to assets than 81% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.16x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

42nd percentile

2.9%

Higher net margin than 42% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

64th percentile

$88,976

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

54th percentile

8.8%

Faster revenue growth than 54% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$1,429,802

Up $192,356 (+16%) from 2021

Net Assets

Up

$834,122

Up $98,035 (+13%) from 2021

Liabilities

Up

$595,680

Up $94,321 (+19%) from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin42nd percentile

Revenue

Up

$3,747,785

Up $304,084 (+8.8%) from 2021

Expenses

Up

$3,639,082

Up $117,038 (+3.3%) from 2021

Net Income

Up

$108,703

Up $187,046 (+239%) from 2021

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

2022

Assets$1,429,802
Liabilities$595,680
Net Assets$834,122
Open 2022 Filing

Operations Trend

Revenue Growth54th 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

2022

Revenue$3,747,785
Expenses$3,639,082
Net Income$108,703
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 15, 2023
Return Version
2021v4.0
Gross Receipts
$3,776,772
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$536,160$347,557▼ $188,603
Cash and Non-Interest-Bearing Accounts$140,031$308,025▲ $167,994
Investments Other Securities$145,930$303,805▲ $157,875
Accounts Receivable$245,452$299,269▲ $53,817
Land, Buildings, and Equipment, Net$150,706$137,443▼ $13,263
Prepaid Expenses and Deferred Charges$19,167$33,703▲ $14,536
Total Assets$1,237,446$1,429,802▲ $192,356
Liabilities
Accounts Payable and Accrued Expenses$501,359$595,680▲ $94,321
Total Liabilities$501,359$595,680▲ $94,321
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$496,560$582,868▲ $86,308
Net Assets With Donor Restrictions$239,527$251,254▲ $11,727
Total Net Assets Fund Balance$736,087$834,122▲ $98,035
Total Liabilities and Net Assets / Fund Balance$1,237,446$1,429,802▲ $192,356

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$111,775$34,092$145,867
Equipment$8,418$34,146$42,564
Land$17,250-$17,250
Leasehold Improvements-$11,212$11,212
Other Securities$53,234--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$64,596-▼ $10,668-$53,234
2020$52,401-▲ $12,765-$64,596
2019$50,588-▲ $2,383-$52,401
2018$50,093-▲ $1,054-$50,588
2017$50,317-▲ $3,317$3,000$50,093
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathleen AllenExecutive DiFT$88,976$88,976

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$3,701,754
Program Service Revenue
$18,054
Investment Income
$1,134
Other Revenue
$26,843
All Other Contributions
$12,498
Change in Net Assets
$108,703

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,776,078
Revenue Not Reported on Financial Statements
$-28,293
Revenue Not Reported on Form 990
$-10,668
Other Revenue Adjustments
$-28,987
Total Revenue per Audited Statements
$3,765,410
Total Revenue per Form 990
$3,747,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,338,064
Other Expenses$301,018
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,625,832$313,358-$2,939,190
Payroll Taxes$272,326$41,336-$313,662
Current Officers, Directors, Trustees, and Key Employees-$85,212-$85,212
Travel$61,070--$61,070
Office Expenses-$39,343-$39,343
Occupancy-$31,235-$31,235
All Other Expenses$12,168--$12,168
Insurance-$11,520-$11,520
Other Expenses$9,704$4-$9,708
Fees for Services Accounting-$9,185-$9,185
Depreciation Depletion-$8,268-$8,268
Advertising-$8,054-$8,054
Conferences and Meetings-$1,920-$1,920
Fees for Services Other-$1,099-$1,099
Fees for Service Investment Mgmnt Fees-$694-$694
Total Functional Expenses$3,056,247$582,835$0$3,639,082

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,667,375
Total Expenses per Form 990$3,639,082
Expenses per Audited Statements$3,638,388
Expenses Not Reported on Form 990$28,987
Expenses Not Reported on Financial Statements$694
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,117
Fundraising Direct Expenses$5,029
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art Auction$28,117$18,117$5,029$13,088
Total Events$28,117$18,117$5,029$13,088
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 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, 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
Christine Quinn
Title
Executive Director
Phone
9898378350
Signed
2023-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Allen
Formed
2002
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
129

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 5,029 direct rental expenses 23,958 direct fundraising expenses -5,029 direct rental expenses -23,958”

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 -5,029 direct rental expenses -23,958”

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

“Direct fundraising expenses 5,029 direct rental expenses 23,958”

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IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt031235
IRS990/OccupancyGrp/TotalAmt031235
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt039343
IRS990/OfficeExpensesGrp/TotalAmt039343
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0EMPLOYER SHARED PENALTY
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2PAYROLL PROCESSING FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017504
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112691
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21412
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34
IRS990/OtherExpensesGrp/ProgramServicesAmt065848
IRS990/OtherExpensesGrp/ProgramServicesAmt19299
IRS990/OtherExpensesGrp/ProgramServicesAmt29704
IRS990/OtherExpensesGrp/TotalAmt083352
IRS990/OtherExpensesGrp/TotalAmt112691
IRS990/OtherExpensesGrp/TotalAmt210711
IRS990/OtherExpensesGrp/TotalAmt39708
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt011206
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011206
IRS990/OtherRevenueTotalAmt011206
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0313358
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02625832
IRS990/OtherSalariesAndWagesGrp/TotalAmt02939190
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt041336
IRS990/PayrollTaxesGrp/ProgramServicesAmt0272326
IRS990/PayrollTaxesGrp/TotalAmt0313662
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019167
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033703
IRS990/PrincipalOfficerNm0KATHLEEN ALLEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/Desc0DIRECT CARE FEES
IRS990/ProgramServiceRevenueGrp/Desc1TRAVEL REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017806
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1248
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017806
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1248
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03366665
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0483
IRS990/PYOtherExpensesAmt0346028
IRS990/PYOtherRevenueAmt031891
IRS990/PYProgramServiceRevenueAmt044662
IRS990/PYRevenuesLessExpensesAmt0-78343
IRS990/PYSalariesCompEmpBnftPaidAmt03176016
IRS990/PYTotalExpensesAmt03522044
IRS990/PYTotalRevenueAmt03443701
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0108703
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt02549
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt020603
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0536160
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0347557
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 137,525
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03701754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03366665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03433491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02439150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02060728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015001788
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027641
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026950
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026173
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0880
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01769
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt083413
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0379777
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt011206
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt033630
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt030427
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt033201
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt029061
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0137525
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98550
IRS990ScheduleA/PublicSupportPY170Pct00.98400
IRS990ScheduleA/PublicSupportTotal170Amt015001788
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03701754
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03366665
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03433491
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02439150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02060728
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015001788
IRS990ScheduleA/TotalSupportAmt015222726
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/BookValueAmt0111775
IRS990ScheduleD/BuildingsGrp/DepreciationAmt034092
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0145867
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0694
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt064596
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt053234
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10668
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0570
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt052401
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt064596
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012765
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0570
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt050588
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt052401
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02383
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0559
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt050093
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt050588
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01054
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0541
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt050317
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt050093
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03317
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt08418
IRS990ScheduleD/EquipmentGrp/DepreciationAmt034146
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042564
IRS990ScheduleD/ExpensesNotReportedAmt028987
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0694
IRS990ScheduleD/ExpensesSubtotalAmt03638388
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0694
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0694
IRS990ScheduleD/LandGrp/BookValueAmt017250
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt017250
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt011212
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt011212
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-10668
IRS990ScheduleD/OtherExpensesIncludedAmt028987
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-28987
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0250571
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt153234
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AGENCY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.55580
IRS990ScheduleD/RevenueNotReportedAmt0-10668
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-28293
IRS990ScheduleD/RevenueSubtotalAmt03776078
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 -5,029 DIRECT RENTAL EXPENSES -23,958
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSES 5,029 DIRECT RENTAL EXPENSES 23,958
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/TermEndowmentBalanceEOYPct00.44420
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0137443
IRS990ScheduleD/TotalBookValueSecuritiesAmt0303805
IRS990ScheduleD/TotalExpensesPerForm990Amt03639082
IRS990ScheduleD/TotalRevenuePerForm990Amt03747785
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03765410
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03667375
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt010000

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,429,802
Liabilities
$595,680
Net assets
$834,122
Revenue
$3,747,785
Expenses
$3,639,082
Net income
$108,703
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
2022Detailed filing. Detailed filing data is available for this year.$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