Civic Intelligence

Lukas Foundation Inc

990 • Fiscal year 2018 • EIN 02-0358724

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization ProfileLUKASCOMMUNITY.ORG
PO Box 137Temple, NH 03084

(603) 878-4796

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

38th percentile

$96,939

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

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

Asset Growth

17th percentile

-6.5%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$7,137,027

Down $496,528 (-6.5%) from 2017

Net Assets

Down

$7,137,027

Down $493,408 (-6.5%) from 2017

Liabilities

Down

$0

Down $3,120 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin75th percentile

Revenue

Up

$1,235,877

Up $234,002 (+23%) from 2017

Expenses

Down

$1,025,338

Down $112,247 (-9.9%) from 2017

Net Income

Up

$210,539

Up $346,249 (+255%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$10M$5.0M$0Assets 2010: $6,316,457Liabilities 2010: $6,261Net Assets 2010: $6,310,1962010Assets 2011: $6,554,554Liabilities 2011: $11,086Net Assets 2011: $6,543,4682011Assets 2012: $6,762,739Liabilities 2012: $11,004Net Assets 2012: $6,751,7352012Assets 2013: $7,147,009Liabilities 2013: $8,037Net Assets 2013: $7,138,9722013Assets 2014: $7,270,792Liabilities 2014: $14,410Net Assets 2014: $7,256,3822014Assets 2015: $7,125,249Liabilities 2015: $3,802Net Assets 2015: $7,121,4472015Assets 2016: $7,229,477Liabilities 2016: $8,886Net Assets 2016: $7,220,5912016Assets 2017: $7,633,555Liabilities 2017: $3,120Net Assets 2017: $7,630,4352017Assets 2018: $7,137,027Liabilities 2018: $0Net Assets 2018: $7,137,0272018Assets 2019: $8,084,738Liabilities 2019: $0Net Assets 2019: $8,084,7382019Assets 2020: $8,693,072Liabilities 2020: $93,600Net Assets 2020: $8,599,4722020Assets 2021: $8,805,547Liabilities 2021: $0Net Assets 2021: $8,805,5472021Assets 2022: $7,262,105Liabilities 2022: $0Net Assets 2022: $7,262,1052022Assets 2023: $7,430,388Liabilities 2023: $40,187Net Assets 2023: $7,390,2012023Assets 2024: $6,584,021Liabilities 2024: $27,961Net Assets 2024: $6,556,0602024

Highlighted filing

2018

Assets$7,137,027
Liabilities$0
Net Assets$7,137,027
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $950,0452010Expenses 2011: $896,1502011Expenses 2012: $922,2092012Revenue 2013: $1,001,243Expenses 2013: $961,038Net Income 2013: $40,2052013Revenue 2014: $915,687Expenses 2014: $1,006,744Net Income 2014: -$91,0572014Revenue 2015: $968,912Expenses 2015: $964,275Net Income 2015: $4,6372015Revenue 2016: $1,073,130Expenses 2016: $1,017,734Net Income 2016: $55,3962016Revenue 2017: $1,001,875Expenses 2017: $1,137,585Net Income 2017: -$135,7102017Revenue 2018: $1,235,877Expenses 2018: $1,025,338Net Income 2018: $210,5392018Revenue 2019: $1,630,738Expenses 2019: $1,092,810Net Income 2019: $537,9282019Revenue 2020: $1,415,991Expenses 2020: $1,472,072Net Income 2020: -$56,0812020Revenue 2021: $1,676,506Expenses 2021: $1,833,427Net Income 2021: -$156,9212021Revenue 2022: $1,373,989Expenses 2022: $1,694,793Net Income 2022: -$320,8042022Revenue 2023: $1,470,413Expenses 2023: $1,601,785Net Income 2023: -$131,3722023Revenue 2024: $1,693,856Expenses 2024: $2,510,883Net Income 2024: -$817,0272024

Highlighted filing

2018

Revenue$1,235,877
Expenses$1,025,338
Net Income$210,539
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$4,873,516
Mission and Program Overview

Mission

The organization fulfills it's exempt purpose by providing developmentally disabled adults lifelong residential care and vocational training at lower than cost (approximately one-half the state average) and provides up to 50% financial aid as needed.

The organization fulfills its exempt purpose by providing developmentally disabled adults lifelong residential care and vocational traing at lower than cost (approximately one-half the state average) and provides up to 50% financial aid as needed.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,214,732$5,719,379▼ $495,353
Land, Buildings, and Equipment, Net$1,357,297$1,252,410▼ $104,887
Cash and Non-Interest-Bearing Accounts$38,708$86,679▲ $47,971
Savings and Temporary Cash Investments$1,496$44,630▲ $43,134
Prepaid Expenses and Deferred Charges$15,322$33,929▲ $18,607
Accounts Receivable$6,000$0▼ $6,000
Total Assets$7,633,555$7,137,027▼ $496,528
Liabilities
Accounts Payable and Accrued Expenses$2,850$0▼ $2,850
Other Liabilities$270$0▼ $270
Total Liabilities$3,120$0▼ $3,120
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,000,000$3,000,000→ $0
Unrestricted Net Assets$2,265,321$2,080,657▼ $184,664
Temporarily Rstr Net Assets$2,365,114$2,056,370▼ $308,744
Total Net Assets Fund Balance$7,630,435$7,137,027▼ $493,408
Total Liabilities and Net Assets / Fund Balance$7,633,555$7,137,027▼ $496,528

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,053,049$2,591,076$3,644,125
Other Land Buildings$14,701$277,107$291,808
Equipment$44,504$115,860$160,364
Land$140,156-$140,156

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$5,372,006$46,000▼ $217,496$92,000$5,062,117
2017$4,781,916-▲ $684,419$50,607$5,372,006
2016$4,599,814$50,000▲ $287,703$114,420$4,781,916
2015$4,634,759$95,000▲ $37,625$126,921$4,599,814
2014$4,467,784$67,370▲ $298,469$159,066$4,634,759
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen StantonVice President/executiveFT$81,520$15,419$96,939
David SpearsFormer Vice President/executive Director-$84,000-$84,000
David SpearsFormer Vice President/executive Dire-$84,000-$84,000

Board Members and Trustees

NameTitle
Lloyd WalkerPresident
Arleen ZuckermanSecretary to the Board
Becket McnabTrustee
Herbert ZuckermanTrustee
James PotterTrustee
Lincoln GeigerTrustee
John KieleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$96,093
Program Service Revenue
$682,377
Investment Income
$451,567
Other Revenue
$5,840
All Other Contributions
$96,093
Change in Net Assets
$210,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$543,717
Salaries, Compensation, and Employee Benefits$481,621
Total Fundraising Expense$2,576
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$215,478$8,347-$223,825
Current Officers, Directors, Trustees, and Key Employees$67,857$113,082-$180,939
Depreciation Depletion$89,678$22,419-$112,097
Occupancy$72,826$18,207-$91,033
Fees for Service Investment Mgmnt Fees-$53,836-$53,836
Insurance$41,473$10,368-$51,841
Other Employee Benefits$32,550$13,950-$46,500
Payroll Taxes$21,250$9,107-$30,357
All Other Expenses$24,207$1,701$2,576$28,484
Travel$14,249$3,562-$17,811
Fees for Services Accounting-$15,061-$15,061
Other Expenses$12,946--$12,946
Office Expenses$585$4,617-$5,202
Advertising$6$49-$55
Total Functional Expenses$748,456$274,306$2,576$1,025,338
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Line 11a explanation - form 990 was reviewed by treasurer prior to filing.”

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

“Reviewed by the board of directors.”

Form 990, Part VI, Section B, Line 15

“Annually the board reviews and approves compensation for the officers and key employees of the organization. The board ensures that compensation arrangements are comparable to the market for the duties and responsibilities required by the position.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lukas Foundation Inc
EIN
02-0358724
Phone
6038784796
Address
PO BOX 137, TEMPLE, NH 03084

Signing Officer

Name
John Kieley
Title
Treasurer
Phone
6038784796
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lloyd Walker
Formed
1981
Legal Domicile
Nh
Voting Board Members
7
Independent Board Members
7
Employees
15
Volunteers
0

Preparer

Firm
Oster & Wheeler Pc
Address
86 WEST STREET PO BOX 623, KEENE, NH 03431
Preparer
Christopher R Wheeler CPA
Phone
6033524500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation qualifies as an organization exempt from income tax under section 501(c)(3) of the internal revenue code. The foundation has evaluated its significant tax positions, including its tax exempt status, and determined that they do not need to recognize a liability for any uncertain tax positions for interest, penalties or potential taxes. Accordingly, no provision for income taxes is required. The foundation's annual return filing (form 990) and state filing (form nhct-2a) remain subject to examination by major tax jurisdictions for the standard three-year statute of limitations.”

Raw XML AppendixShowing 400 of 517 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02850
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt06000
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION FULFILLS ITS EXEMPT PURPOSE BY PROVIDING DEVELOPMENTALLY DISABLED ADULTS LIFELONG RESIDENTIAL CARE AND VOCATIONAL TRAING AT LOWER THAN COST (APPROXIMATELY ONE-HALF THE STATE AVERAGE) AND PROVIDES UP TO 50% FINANCIAL AID AS NEEDED.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt049
IRS990/AdvertisingGrp/ProgramServicesAmt06
IRS990/AdvertisingGrp/TotalAmt055
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherContributionsAmt096093
IRS990/AllOtherExpensesGrp/FundraisingAmt02576
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01701
IRS990/AllOtherExpensesGrp/ProgramServicesAmt024207
IRS990/AllOtherExpensesGrp/TotalAmt028484
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KRISTEN STANTON
IRS990/BooksInCareOfDetail/PhoneNum06038784796
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 137
IRS990/BooksInCareOfDetail/USAddress/CityNm0TEMPLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd003084
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt038708
IRS990/CashNonInterestBearingGrp/EOYAmt086679
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0113082
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt067857
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0180939
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt096093
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0451567
IRS990/CYOtherExpensesAmt0543717
IRS990/CYOtherRevenueAmt05840
IRS990/CYProgramServiceRevenueAmt0682377
IRS990/CYRevenuesLessExpensesAmt0210539
IRS990/CYSalariesCompEmpBnftPaidAmt0481621
IRS990/CYTotalExpensesAmt01025338
IRS990/CYTotalFundraisingExpenseAmt02576
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01235877
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt022419
IRS990/DepreciationDepletionGrp/ProgramServicesAmt089678
IRS990/DepreciationDepletionGrp/TotalAmt0112097
IRS990/Desc0THE LUKAS FOUNDATION'S MAIN PROGRAM IS TO PROVIDE LIFELONG RESIDENTIAL CARE FOR DEVELOPMENTALLY DISABLED ADULTS. VOCATIONAL TRAINING IS ALSO OFFERED TO THESE INDIVIDUALS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0748456
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015061
IRS990/FeesForServicesAccountingGrp/TotalAmt015061
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt053836
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt053836
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt715419
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0HERBERT ZUCKERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN KIELEY
IRS990/Form990PartVIISectionAGrp/PersonNm2ARLEEN ZUCKERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES POTTER
IRS990/Form990PartVIISectionAGrp/PersonNm4LINCOLN GEIGER
IRS990/Form990PartVIISectionAGrp/PersonNm5BECKET MCNAB
IRS990/Form990PartVIISectionAGrp/PersonNm6LLOYD WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm7KRISTEN STANTON
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID SPEARS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt781520
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt884000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY TO THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT/EXECUTIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt8FORMER VICE PRESIDENT/EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0296772
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03934411
IRS990/GrossReceiptsAmt04873516
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt010368
IRS990/InsuranceGrp/ProgramServicesAmt041473
IRS990/InsuranceGrp/TotalAmt051841
IRS990/InvestmentIncomeGrp/ExclusionAmt0154795
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0154795
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06214732
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05719379
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02984043
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01357297
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01252410
IRS990/LandBldgEquipCostOrOtherBssAmt04236453
IRS990/LegalDomicileStateCd0NH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03637639
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION FULFILLS IT'S EXEMPT PURPOSE BY PROVIDING DEVELOPMENTALLY DISABLED ADULTS LIFELONG RESIDENTIAL CARE AND VOCATIONAL TRAINING AT LOWER THAN COST (APPROXIMATELY ONE-HALF THE STATE AVERAGE) AND PROVIDES UP TO 50% FINANCIAL AID AS NEEDED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07630435
IRS990/NetAssetsOrFundBalancesEOYAmt07137027
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0296772
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0296772
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-703947
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt018207
IRS990/OccupancyGrp/ProgramServicesAmt072826
IRS990/OccupancyGrp/TotalAmt091033
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04617
IRS990/OfficeExpensesGrp/ProgramServicesAmt0585
IRS990/OfficeExpensesGrp/TotalAmt05202
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013950
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt032550
IRS990/OtherEmployeeBenefitsGrp/TotalAmt046500
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SPECIAL SERVICES
IRS990/OtherExpensesGrp/Desc2SUBCONTRACTING
IRS990/OtherExpensesGrp/Desc3HOUSEHOLD SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt090115
IRS990/OtherExpensesGrp/ProgramServicesAmt134970
IRS990/OtherExpensesGrp/ProgramServicesAmt230266
IRS990/OtherExpensesGrp/ProgramServicesAmt312946
IRS990/OtherExpensesGrp/TotalAmt090115
IRS990/OtherExpensesGrp/TotalAmt134970
IRS990/OtherExpensesGrp/TotalAmt230266
IRS990/OtherExpensesGrp/TotalAmt312946
IRS990/OtherLiabilitiesGrp/BOYAmt0270
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1HANDWORKS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03845
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11995
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03845
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11995
IRS990/OtherRevenueTotalAmt05840
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08347
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0215478
IRS990/OtherSalariesAndWagesGrp/TotalAmt0223825
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09107
IRS990/PayrollTaxesGrp/ProgramServicesAmt021250
IRS990/PayrollTaxesGrp/TotalAmt030357
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03000000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03000000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015322
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033929
IRS990/PrincipalOfficerNm0LLOYD WALKER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0682377
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0682377
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt051844
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0260951
IRS990/PYOtherExpensesAmt0548699
IRS990/PYOtherRevenueAmt015002
IRS990/PYProgramServiceRevenueAmt0674078
IRS990/PYRevenuesLessExpensesAmt0-135710
IRS990/PYSalariesCompEmpBnftPaidAmt0588886
IRS990/PYTotalExpensesAmt01137585
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01001875
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0210539
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0688217
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01496
IRS990/SavingsAndTempCashInvstGrp/EOYAmt044630
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt096093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt086247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt095820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt096380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0421384
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0451567
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0248652
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0290109
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0164837
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0137885
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01293050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0688216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0694079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0704388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0694821
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0681422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03462926
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0451567
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0248652
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0290109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0164837
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0137885
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01293050
IRS990ScheduleA/InvestmentIncomeCYPct00.24980
IRS990ScheduleA/InvestmentIncomePYPct00.26440
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75020
IRS990ScheduleA/PublicSupportPY509Pct00.78650
IRS990ScheduleA/PublicSupportTotal509Amt03884310
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0784309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0740923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0790635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0790641
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0777802
IRS990ScheduleA/Total509Grp/TotalAmt03884310
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01235876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0989575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01080744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0955478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0915687
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05177360
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00200
IRS990ScheduleD/BuildingsGrp/BookValueAmt01053049
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02591076
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03644125
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt046393
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05372006
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt046000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05062117
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-217496
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt092000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt043722
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04781916
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05372006
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0684419
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt050607
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt041181
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04599814
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04781916
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0287703
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0114420
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt040649
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04634759
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt095000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04599814
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt037625
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0126921
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt039798
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04467784
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt067370
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04634759
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0298469
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0159066
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt044504
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0115860
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0160364
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0140156
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0140156
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt014701
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0277107
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0291808
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.59300
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION QUALIFIES AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS EVALUATED ITS SIGNIFICANT TAX POSITIONS, INCLUDING ITS TAX EXEMPT STATUS, AND DETERMINED THAT THEY DO NOT NEED TO RECOGNIZE A LIABILITY FOR ANY UNCERTAIN TAX POSITIONS FOR INTEREST, PENALTIES OR POTENTIAL TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE FOUNDATION'S ANNUAL RETURN FILING (FORM 990) AND STATE FILING (FORM NHCT-2A) REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS FOR THE STANDARD THREE-YEAR STATUTE OF LIMITATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.40500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01252410
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt084000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$7,137,027
Liabilities
$0
Net assets
$7,137,027
Revenue
$1,235,877
Expenses
$1,025,338
Net income
$210,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.58$0.03$6.56$1.69$2.51$0.82
2023Detailed filing. Detailed filing data is available for this year.$7.43$0.04$7.39$1.47$1.60$0.13
2022Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$1.37$1.69$0.32
2021Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$1.68$1.83$0.16
2020Detailed filing. Detailed filing data is available for this year.$8.69$0.09$8.60$1.42$1.47$0.06
2019Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$1.63$1.09$0.54
2018Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$1.24$1.03$0.21
2017Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$1.00$1.14$0.14
2016Detailed filing. Detailed filing data is available for this year.$7.23$0.01$7.22$1.07$1.02$0.06
2015Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.12$0.97$0.96$0.00
2014Detailed filing. Detailed filing data is available for this year.$7.27$0.01$7.26$0.92$1.01$0.09
2013Detailed filing. Detailed filing data is available for this year.$7.15$0.01$7.14$1.00$0.96$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.76$0.01$6.75$0.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.55$0.01$6.54$0.90
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$0.01$6.31$0.95