Civic Intelligence

Penn Foundation Trust

990 • Fiscal year 2018 • EIN 01-0760254

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 30, 2019

807 Lawn Avenue PO Box 32Sellersville, PA 18960

(215) 257-6551

Siviq Scores

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

Liabilities / Assets

37th percentile

0.07x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.73x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

87th percentile

$278,674

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 44.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$6,554,533

Up $632,168 (+11%) from 2017

Net Assets

Up

$6,091,968

Up $590,718 (+11%) from 2017

Liabilities

Up

$462,565

Up $41,450 (+9.8%) from 2017

Revenue

Up

$633,453

Up $80,501 (+15%) from 2017

Expenses

Down

$179,524

Down $369,527 (-67%) from 2017

Net Income

Up

$453,929

Up $450,028 (+11536%) from 2017

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $8,351,828Liabilities 2011: $12,921Net Assets 2011: $8,338,9072011Assets 2012: $5,267,662Liabilities 2012: $3,631Net Assets 2012: $5,264,0312012Assets 2013: $3,188,903Liabilities 2013: $0Net Assets 2013: $3,188,9032013Assets 2014: $4,319,326Liabilities 2014: $0Net Assets 2014: $4,319,3262014Assets 2015: $4,644,720Liabilities 2015: $0Net Assets 2015: $4,644,7202015Assets 2016: $5,096,077Liabilities 2016: $0Net Assets 2016: $5,096,0772016Assets 2017: $5,922,365Liabilities 2017: $421,115Net Assets 2017: $5,501,2502017Assets 2018: $6,554,533Liabilities 2018: $462,565Net Assets 2018: $6,091,9682018Assets 2019: $6,512,817Liabilities 2019: $390,023Net Assets 2019: $6,122,7942019Assets 2020: $6,129,467Liabilities 2020: $55,377Net Assets 2020: $6,074,0902020Assets 2021: $8,464,017Liabilities 2021: $614Net Assets 2021: $8,463,4032021Assets 2022: $6,826,888Liabilities 2022: $63,837Net Assets 2022: $6,763,0512022Assets 2023: $7,273,094Liabilities 2023: $43,997Net Assets 2023: $7,229,0972023Assets 2024: $7,894,032Liabilities 2024: $36,939Net Assets 2024: $7,857,0932024Assets 2025: $8,368,131Liabilities 2025: $91,817Net Assets 2025: $8,276,3142025

Highlighted filing

2018

Assets$6,554,533
Liabilities$462,565
Net Assets$6,091,968

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $261,4812011Expenses 2012: $4,436,4002012Revenue 2013: $507,719Expenses 2013: $2,781,520Net Income 2013: -$2,273,8012013Revenue 2014: $899,833Expenses 2014: $30,140Net Income 2014: $869,6932014Revenue 2015: $505,100Expenses 2015: $92,877Net Income 2015: $412,2232015Revenue 2016: $766,890Expenses 2016: $192,385Net Income 2016: $574,5052016Revenue 2017: $552,952Expenses 2017: $549,051Net Income 2017: $3,9012017Revenue 2018: $633,453Expenses 2018: $179,524Net Income 2018: $453,9292018Revenue 2019: $732,101Expenses 2019: $728,998Net Income 2019: $3,1032019Revenue 2020: $340,115Expenses 2020: $222,417Net Income 2020: $117,6982020Revenue 2021: $1,627,606Expenses 2021: $331,715Net Income 2021: $1,295,8912021Revenue 2022: $688,972Expenses 2022: $796,332Net Income 2022: -$107,3602022Revenue 2023: $263,555Expenses 2023: $167,274Net Income 2023: $96,2812023Revenue 2024: $382,632Expenses 2024: $186,054Net Income 2024: $196,5782024Revenue 2025: $577,253Expenses 2025: $232,442Net Income 2025: $344,8112025

Highlighted filing

2018

Revenue$633,453
Expenses$179,524
Net Income$453,929
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.3
Gross Receipts
$1,523,231
Mission and Program Overview

Mission

To receive charitable contributions, grants, and donations for the purpose of establishing, maintaining, and administering an endowment fund and other funds for the benefit of penn foundation, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,265,652$5,798,166▲ $532,514
Cash and Non-Interest-Bearing Accounts$190$130,192▲ $130,002
Savings and Temporary Cash Investments$123,134$76,175▼ $46,959
Accounts Receivable$3,389--
Total Assets$5,922,365$6,554,533▲ $632,168
Other Assets Total$530,000$550,000▲ $20,000
Liabilities
Accounts Payable and Accrued Expenses$421,115$462,565▲ $41,450
Total Liabilities$421,115$462,565▲ $41,450
Net Assets / Fund Balance
Unrestricted Net Assets$4,649,240$5,110,636▲ $461,396
Temporarily Rstr Net Assets$650,020$780,985▲ $130,965
Permanently Rstr Net Assets$201,990$200,347▼ $1,643
Total Net Assets Fund Balance$5,501,250$6,091,968▲ $590,718
Total Liabilities and Net Assets / Fund Balance$5,922,365$6,554,533▲ $632,168

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$550,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$722,489-▲ $45,068$-32,036$731,804
2016$675,787-▲ $62,244$-12,040$722,489
2015$733,906-▲ $5,866$-60,501$675,787
2014$796,283-▲ $12,647$-70,509$733,906
2013$203,134$596,273▲ $16,135$-19,916$793,147
Compensation and Service Providers

Employees

NameTitleOtherTotal
KELLIE O'NEILLCFO$142,824$142,824

Board Members and Trustees

NameTitle
Thomas LeidyPresident
Wayne Mugrauer CEOCEO
David G LandisSecretary
Marvin AndersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$335,612
Program Service Revenue
$0
Investment Income
$297,797
Other Revenue
$44
All Other Contributions
$185,612
Change in Net Assets
$453,929

Audited Revenue Reconciliation

Revenue per Audited Statements
$602,009
Revenue Not Reported on Financial Statements
$31,444
Revenue Not Reported on Form 990
$136,789
Total Revenue per Audited Statements
$738,798
Total Revenue per Form 990
$633,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$144,323
Other Expenses$35,201
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$144,323--$144,323
Fees for Service Investment Mgmnt Fees-$31,444-$31,444
Other Expenses-$3,757-$3,757
Total Functional Expenses$144,323$35,201$0$179,524

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$179,524
Expenses per Audited Statements$148,080
Total Expenses per Audited Statements$148,080
Expenses Not Reported on Financial Statements$31,444
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Penn FoundationSellersville, PA9Fund Programming$144,323
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A full copy of form 990, along with a narrative summary of the return, is distributed to each of the penn foundation trust's board of directors for individual review. Questions, comments or concerns are addressed with the cfo and/or ceo. Board members approve the tax return for filing based upon their review and resolution of any outstanding issues or questions.

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

The board reviews expenses and if there was a conflict of interest it would be disclosed in the minutes and the board member would abstain from the discussion and voting on any issues where a conflict of interest arises. The conflict of interest statements are reviewed and signed off on by each of the board members annually.

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

The ceo and the cfo are compensated by penn foundation, inc. Therefore, penn foundation's compensation policy is followed.

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

The compensation process used for the top official is also used for all officers.

Form 990, Page 6, Part VI, Line 19

Governing documents, policies, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Penn Foundation Trust
EIN
01-0760254
Phone
2152576551
Address
807 LAWN AVENUE PO BOX 32, SELLERSVILLE, PA 18960

Signing Officer

Name
KELLIE O'NEILL
Title
CFO
Phone
2154535163
Signed
2019-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Mugrauer CEO
Formed
2003
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Bee Bergvall & Co
Address
PO BOX 754, WARRINGTON, PA 18976-0754
Preparer
Cynthia Bergvall CPA
Phone
2153432727
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Arts - the penn foundation trust, through the generosity of a donor, trained our team on drum therapy. This is an ancient approach that uses rhythm to promote healing and self expression. Recent research indicates that drumming accelerates physical healing, boosts the immune system and produces feelings of well-being, a release of emotional trauma, and reintegration of self. Other studies have demonstrated the calming, focusing and healing effects of drumming on alzheimer's patients, autistic children, emotionally disturbed teens, recovering addicts, trauma patients and prison and homeless populations. The program has been received very positively by patients.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Income from the endowment funds are used for the furtherance of the organization's mission.

Schedule D, Page 3, Part X

The trust follows the accounting guidance for uncertainty in income taxes using the financial accounting standards board (fasb) asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is more-likely-than not the position will be sustained upon examination of the tax authorities. The organization believes it has support for the income tax positions taken on its tax returns. The organizations open tax audit periods are june 30, 2015 to 2017. As of june 30, 2018, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.

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IRS990/ProgSrvcAccomActy2Grp/Desc0THE LEADERSHIP INSTITUTE IS AN IN-HOUSE CUSTOMIZED PROFESSIONAL DEVELOPMENT PROGRAM TO HELP OUR MIDDLE MANAGEMENT LEVELS GROW THEIR MANAGERIAL SKILL SETS. THE COHORT ATTENDS 7 SESSIONS OVER THE COURSE OF 8 MONTHS AND IN THAT TIME IS LEARNING PERSONNEL MANAGEMENT, DAY-TO-DAY MANAGEMENT, AND BIG PICTURE SKILLS. OUR INITIAL COHORT GRADUATED WITH MUCH ENTHUSIASM.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE PENN FOUNDATION TRUST SUPPORTS INTEGRATED CARE PROGRAM DEVELOPMENT. AS THE HEALTHCARE INDUSTRY CONTINUES TO MOVE TOWARDS MORE HEALTHCARE INTEGRATION, PENN FOUNDATION IS WORKING TO HELP INTEGRATE BEHAVIORAL HEALTH INTO THE PRIMARY CARE MINDSET. OUR INTEGRATED CARE TEAM HAS BEEN WORKING ON PILOTS SUCH AS 30-DAY POST DISCHARGE FOLLOW-UPS FOR HIGH-RISK PATIENTS. OUR INTEGRATED CARE TEAM HAS STARTED WORKING WITH A PRIMARY CARE PRACTICE OFFERING COUNSELING SERVICES TO THEIR PATIENTS, AS THEIR DOCTORS IDENTIFY THE NEED.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0ARTS - THE PENN FOUNDATION TRUST, THROUGH THE GENEROSITY OF A DONOR, TRAINED OUR TEAM ON DRUM THERAPY. THIS IS AN ANCIENT APPROACH THAT USES RHYTHM TO PROMOTE HEALING AND SELF EXPRESSION. RECENT RESEARCH INDICATES THAT DRUMMING ACCELERATES PHYSICAL HEALING, BOOSTS THE IMMUNE SYSTEM AND PRODUCES FEELINGS OF WELL-BEING, A RELEASE OF EMOTIONAL TRAUMA, AND REINTEGRATION OF SELF. OTHER STUDIES HAVE DEMONSTRATED THE CALMING, FOCUSING AND HEALING EFFECTS OF DRUMMING ON ALZHEIMER'S PATIENTS, AUTISTIC CHILDREN, EMOTIONALLY DISTURBED TEENS, RECOVERING ADDICTS, TRAUMA PATIENTS AND PRISON AND HOMELESS POPULATIONS. THE PROGRAM HAS BEEN RECEIVED VERY POSITIVELY BY PATIENTS.
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CERTIFICATES OF DEPOSIT
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME FROM THE ENDOWMENT FUNDS ARE USED FOR THE FURTHERANCE OF THE ORGANIZATION'S MISSION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE TRUST FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TAX AUTHORITIES. THE ORGANIZATION BELIEVES IT HAS SUPPORT FOR THE INCOME TAX POSITIONS TAKEN ON ITS TAX RETURNS. THE ORGANIZATIONS OPEN TAX AUDIT PERIODS ARE JUNE 30, 2015 TO 2017. AS OF JUNE 30, 2018, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0550000
IRS990ScheduleD/TotalExpensesPerForm990Amt0179524
IRS990ScheduleD/TotalRevenuePerForm990Amt0633453
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0738798
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0148080
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0144323
IRS990ScheduleI/RecipientTable/IRCSectionDesc09
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND PROGRAMMING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PENN FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0231496225
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0807 LAWN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SELLERSVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd018960
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PENN FOUNDATION TRUST CONTRIBUTES FUNDS TO PENN FOUNDATION, INC. FOR CAPITAL EXPANSION PURPOSES AND TREATMENT PROGRAMS. PENN FOUNDATION, INC. PROVIDES INFORMATION TO THE TRUST ON THE AMOUNTS THAT HAVE BEEN EXPENDED FOR CAPITAL EXPANSION PURPOSES AND TREATMENT PROGRAMS AND THE TRUST PROVIDES PENN FOUNDATION, INC. WITH FUNDS FOR THOSE PURPOSES AT THE TIME THE EXPENSES ARE INCURRED, SUBJECT TO BOARD APPROVAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt02814
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WAYNE MUGRAUER CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0278674
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR IS ESTABLISHED BY THE RELATED ORGANIZATION USING A COMPENSATION COMMITTEE, THE FORM 990S OF OTHER ORGANIZATIONS, A COMPENSATION SURVEY/STUDY, AND THE APPROVAL OF THE BOARD AND/OR COMPENSATION COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ARTS - THE PENN FOUNDATION TRUST, THROUGH THE GENEROSITY OF A DONOR, TRAINED OUR TEAM ON DRUM THERAPY. THIS IS AN ANCIENT APPROACH THAT USES RHYTHM TO PROMOTE HEALING AND SELF EXPRESSION. RECENT RESEARCH INDICATES THAT DRUMMING ACCELERATES PHYSICAL HEALING, BOOSTS THE IMMUNE SYSTEM AND PRODUCES FEELINGS OF WELL-BEING, A RELEASE OF EMOTIONAL TRAUMA, AND REINTEGRATION OF SELF. OTHER STUDIES HAVE DEMONSTRATED THE CALMING, FOCUSING AND HEALING EFFECTS OF DRUMMING ON ALZHEIMER'S PATIENTS, AUTISTIC CHILDREN, EMOTIONALLY DISTURBED TEENS, RECOVERING ADDICTS, TRAUMA PATIENTS AND PRISON AND HOMELESS POPULATIONS. THE PROGRAM HAS BEEN RECEIVED VERY POSITIVELY BY PATIENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A FULL COPY OF FORM 990, ALONG WITH A NARRATIVE SUMMARY OF THE RETURN, IS DISTRIBUTED TO EACH OF THE PENN FOUNDATION TRUST'S BOARD OF DIRECTORS FOR INDIVIDUAL REVIEW. QUESTIONS, COMMENTS OR CONCERNS ARE ADDRESSED WITH THE CFO AND/OR CEO. BOARD MEMBERS APPROVE THE TAX RETURN FOR FILING BASED UPON THEIR REVIEW AND RESOLUTION OF ANY OUTSTANDING ISSUES OR QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS EXPENSES AND IF THERE WAS A CONFLICT OF INTEREST IT WOULD BE DISCLOSED IN THE MINUTES AND THE BOARD MEMBER WOULD ABSTAIN FROM THE DISCUSSION AND VOTING ON ANY ISSUES WHERE A CONFLICT OF INTEREST ARISES. THE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND SIGNED OFF ON BY EACH OF THE BOARD MEMBERS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CEO AND THE CFO ARE COMPENSATED BY PENN FOUNDATION, INC. THEREFORE, PENN FOUNDATION'S COMPENSATION POLICY IS FOLLOWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPENSATION PROCESS USED FOR THE TOP OFFICIAL IS ALSO USED FOR ALL OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BEHAVIORAL
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0421115
IRS990/TotalLiabilitiesEOYAmt0462565

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.37$0.09$8.28$0.58$0.23$0.34
2024Detailed filing. Detailed filing data is available for this year.$7.89$0.04$7.86$0.38$0.19$0.20
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.27$0.04$7.23$0.26$0.17$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.83$0.06$6.76$0.69$0.80$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.46$0.00$8.46$1.63$0.33$1.30
2020Detailed filing. Detailed filing data is available for this year.$6.13$0.06$6.07$0.34$0.22$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.51$0.39$6.12$0.73$0.73$0.00
2018Detailed filing. Detailed filing data is available for this year.$6.55$0.46$6.09$0.63$0.18$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.42$5.50$0.55$0.55$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.00$5.10$0.77$0.19$0.57
2015Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.51$0.09$0.41
2014Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.90$0.03$0.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.00$3.19$0.51$2.78$2.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.00$5.26$4.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.35$0.01$8.34$0.26