Civic Intelligence

Lukas Foundation Inc

990 • Fiscal year 2020 • EIN 02-0358724

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 23, 2021

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

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

24th percentile

0.07x

Higher debt load relative to revenue than 24% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

27th percentile

-4.0%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$129,289

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

54th percentile

7.5%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-13%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$8,693,072

Up $608,334 (+7.5%) from 2019

Net Assets

Up

$8,599,472

Up $514,734 (+6.4%) from 2019

Liabilities

Up

$93,600

Up $93,600 from 2019

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin27th percentile

Revenue

Down

$1,415,991

Down $214,747 (-13%) from 2019

Expenses

Up

$1,472,072

Up $379,262 (+35%) from 2019

Net Income

Down

-$56,081

Down $594,009 (-110%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$8,693,072
Liabilities$93,600
Net Assets$8,599,472
Open 2020 Filing

Operations Trend

Revenue Growth25th 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

2020

Revenue$1,415,991
Expenses$1,472,072
Net Income-$56,081
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 23, 2021
Return Version
2020v4.1
Gross Receipts
$2,567,683
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$6,653,087$6,993,083▲ $339,996
Land, Buildings, and Equipment, Net$1,240,075$1,186,628▼ $53,447
Savings and Temporary Cash Investments$134,028$425,621▲ $291,593
Cash and Non-Interest-Bearing Accounts$46,851$64,413▲ $17,562
Prepaid Expenses and Deferred Charges$10,697$23,327▲ $12,630
Total Assets$8,084,738$8,693,072▲ $608,334
Liabilities
Other Liabilities$0$93,600▲ $93,600
Total Liabilities$0$93,600▲ $93,600
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,893,316$6,616,475▲ $723,159
Net Assets Without Donor Restrictions$2,191,422$1,982,997▼ $208,425
Total Net Assets Fund Balance$8,084,738$8,599,472▲ $514,734
Total Liabilities and Net Assets / Fund Balance$8,084,738$8,693,072▲ $608,334

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$830,365$1,238,446$2,068,811
Other Land Buildings$174,153$1,601,584$1,775,737
Equipment$41,954$322,877$364,831
Land$140,156-$140,156

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$5,897,531-▲ $789,162$15,000$6,620,712
2019$5,062,117$21,460▲ $906,441$44,460$5,897,531
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
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen StantonVice President/executiveFT$112,978$16,311$129,289

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$144,735
Program Service Revenue
$863,234
Investment Income
$344,935
Other Revenue
$63,087
All Other Contributions
$144,735
Change in Net Assets
$-56,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$941,742
Other Expenses$530,330
Total Fundraising Expense$1,841
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$510,528$218,797-$729,325
Current Officers, Directors, Trustees, and Key Employees$90,502$38,787-$129,289
Occupancy$73,354$18,339-$91,693
Depreciation Depletion$71,638$17,909-$89,547
Payroll Taxes$47,690$20,438-$68,128
Insurance$47,653$11,913-$59,566
Fees for Service Investment Mgmnt Fees-$59,159-$59,159
All Other Expenses$16,595$1,607$1,841$20,043
Other Employee Benefits$10,500$4,500-$15,000
Fees for Services Accounting-$13,404-$13,404
Other Expenses$12,911--$12,911
Travel$8,739$2,184-$10,923
Office Expenses$979$7,003-$7,982
Advertising$277$2,493-$2,770
Total Functional Expenses$1,053,698$416,533$1,841$1,472,072
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance$93,600
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 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
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
2021-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Kieley
Formed
1981
Legal Domicile
Nh
Voting Board Members
9
Independent Board Members
8
Employees
32
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.”

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

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IRS990/OtherExpensesGrp/ProgramServicesAmt148383
IRS990/OtherExpensesGrp/ProgramServicesAmt217696
IRS990/OtherExpensesGrp/ProgramServicesAmt312911
IRS990/OtherExpensesGrp/TotalAmt096253
IRS990/OtherExpensesGrp/TotalAmt148383
IRS990/OtherExpensesGrp/TotalAmt217696
IRS990/OtherExpensesGrp/TotalAmt312911
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt093600
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1HANDWORKS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt062621
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1466
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt062621
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1466
IRS990/OtherRevenueTotalAmt063087
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0218797
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0510528
IRS990/OtherSalariesAndWagesGrp/TotalAmt0729325
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020438
IRS990/PayrollTaxesGrp/ProgramServicesAmt047690
IRS990/PayrollTaxesGrp/TotalAmt068128
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010697
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023327
IRS990/PrincipalOfficerNm0JOHN KIELEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0863234
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0863234
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0223187
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0642057
IRS990/PYOtherExpensesAmt0584371
IRS990/PYOtherRevenueAmt07545
IRS990/PYProgramServiceRevenueAmt0757949
IRS990/PYRevenuesLessExpensesAmt0537928
IRS990/PYSalariesCompEmpBnftPaidAmt0508439
IRS990/PYTotalExpensesAmt01092810
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01630738
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-56081
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0926321
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0134028
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0425621
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0144735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0223187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt096093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt086247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0597106
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0344935
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0642057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0451567
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0248652
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0290109
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01977320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0863234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0765493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0688216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0694079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0704388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03715410
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0344935
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0642057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0451567
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0248652
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0290109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01977320
IRS990ScheduleA/InvestmentIncomeCYPct00.31440
IRS990ScheduleA/InvestmentIncomePYPct00.30500
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.68560
IRS990ScheduleA/PublicSupportPY509Pct00.69500
IRS990ScheduleA/PublicSupportTotal509Amt04312516
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01007969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0988680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0784309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0740923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0790635
IRS990ScheduleA/Total509Grp/TotalAmt04312516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01352904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01630737
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01235876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0989575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01080744
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06289836
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00100
IRS990ScheduleD/BuildingsGrp/BookValueAmt0830365
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01238446
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02068811
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt050981
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05897531
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06620712
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0789162
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt015000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt048027
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05062117
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021460
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05897531
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0906441
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt044460
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt046393
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05372006
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt046000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05062117
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-217496
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt092000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt043722
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04781916
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05372006
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0684419
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt050607
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt041181
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04599814
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04781916
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0287703
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0114420
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt041954
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0322877
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0364831
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0140156
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0140156
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0174153
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01601584
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01775737
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt093600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE ADVANCE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.45300
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/TermEndowmentBalanceEOYPct00.54600
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01186628
IRS990ScheduleD/TotalLiabilityAmt093600
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11A EXPLANATION - FORM 990 WAS REVIEWED BY TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,693,072
Liabilities
$93,600
Net assets
$8,599,472
Revenue
$1,415,991
Expenses
$1,472,072
Net income
-$56,081
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