Civic Intelligence

Lukas Foundation Inc

990 • Fiscal year 2021 • EIN 02-0358724

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 06, 2022

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

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

13th percentile

-9.4%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$130,344

Higher top officer pay than 55% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

28th percentile

1.3%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

18%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$8,805,547

Up $112,475 (+1.3%) from 2020

Net Assets

Up

$8,805,547

Up $206,075 (+2.4%) from 2020

Liabilities

Down

$0

Down $93,600 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin13th percentile

Revenue

Up

$1,676,506

Up $260,515 (+18%) from 2020

Expenses

Up

$1,833,427

Up $361,355 (+25%) from 2020

Net Income

Down

-$156,921

Down $100,840 (-180%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2021

Assets$8,805,547
Liabilities$0
Net Assets$8,805,547
Open 2021 Filing

Operations Trend

Revenue Growth59th 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

2021

Revenue$1,676,506
Expenses$1,833,427
Net Income-$156,921
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 6, 2022
Return Version
2021v4.2
Gross Receipts
$2,849,327
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$6,993,083$7,279,354▲ $286,271
Land, Buildings, and Equipment, Net$1,186,628$1,101,333▼ $85,295
Savings and Temporary Cash Investments$425,621$302,176▼ $123,445
Cash and Non-Interest-Bearing Accounts$64,413$106,405▲ $41,992
Prepaid Expenses and Deferred Charges$23,327$16,279▼ $7,048
Total Assets$8,693,072$8,805,547▲ $112,475
Liabilities
Other Liabilities$93,600$0▼ $93,600
Total Liabilities$93,600$0▼ $93,600
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,616,475$7,371,875▲ $755,400
Net Assets Without Donor Restrictions$1,982,997$1,433,672▼ $549,325
Total Net Assets Fund Balance$8,599,472$8,805,547▲ $206,075
Total Liabilities and Net Assets / Fund Balance$8,693,072$8,805,547▲ $112,475

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$867,536$2,806,829$3,674,365
Other Land Buildings$65,600$305,899$371,499
Equipment$28,041$136,974$165,015
Land$140,156-$140,156

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$6,620,712$24,200▲ $810,594$24,200$7,376,507
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
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen StantonVice President/executiveFT$113,884$16,460$130,344

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
$177,309
Program Service Revenue
$873,461
Investment Income
$577,621
Other Revenue
$48,115
All Other Contributions
$177,309
Change in Net Assets
$-156,921

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$30,000Fair Market Value
Total Noncash Contributions1$30,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,180,642
Other Expenses$652,785
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$656,227$281,241-$937,468
Current Officers, Directors, Trustees, and Key Employees$91,241$39,103-$130,344
Fees for Services Legal-$119,270-$119,270
Occupancy$75,353$18,838-$94,191
Payroll Taxes$62,041$26,589-$88,630
Depreciation Depletion$69,436$17,359-$86,795
Insurance$56,575$14,144-$70,719
Fees for Service Investment Mgmnt Fees-$63,589-$63,589
Other Employee Benefits$16,940$7,260-$24,200
All Other Expenses$15,933$1,428-$17,361
Fees for Services Accounting-$13,757-$13,757
Other Expenses$13,089--$13,089
Office Expenses$801$7,211-$8,012
Travel$5,762$1,440-$7,202
Advertising$120$1,080-$1,200
Total Functional Expenses$1,221,118$612,309$0$1,833,427
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
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
Lloyd Walker
Title
President
Phone
6038784796
Signed
2022-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lloyd Walker
Formed
1981
Legal Domicile
Nh
Voting Board Members
9
Independent Board Members
8
Employees
30
Volunteers
0

Preparer

Firm
Oster & Wheeler Pc
Address
265 WASHINGTON ST, 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-12) 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/ProgramServicesAmt219164
IRS990/OtherExpensesGrp/ProgramServicesAmt313089
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IRS990/OtherExpensesGrp/TotalAmt219164
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14778
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026589
IRS990/PayrollTaxesGrp/ProgramServicesAmt062041
IRS990/PayrollTaxesGrp/TotalAmt088630
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023327
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016279
IRS990/PrincipalOfficerNm0LLOYD WALKER
IRS990/ProfessionalFundraisingInd00
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYTotalExpensesAmt01472072
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01415991
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-156921
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0921576
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0425621
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0302176
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0177309
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0144735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0223187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt096093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0688168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0577622
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0344935
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0642057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0451567
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0248652
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02264833
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0873461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0863234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0765493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0688216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0694079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03884483
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0577622
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0344935
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0642057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0451567
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0248652
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02264833
IRS990ScheduleA/InvestmentIncomeCYPct00.33120
IRS990ScheduleA/InvestmentIncomePYPct00.31440
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.66880
IRS990ScheduleA/PublicSupportPY509Pct00.68560
IRS990ScheduleA/PublicSupportTotal509Amt04572651
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01050770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01007969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0988680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0784309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0740923
IRS990ScheduleA/Total509Grp/TotalAmt04572651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01628392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01352904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01630737
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01235876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0989575
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06837484
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/BoardDesignatedBalanceEOYPct00.00062
IRS990ScheduleD/BuildingsGrp/BookValueAmt0867536
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02806829
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03674365
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt054799
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06620712
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt024200
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07376507
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0810594
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt024200
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt050981
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05897531
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06620712
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0789162
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt015000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt048027
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05062117
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt021460
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05897531
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0906441
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt044460
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05062117
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-217496
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt092000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt043722
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04781916
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0684419
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt050607
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt028041
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0136974
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0165015
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0140156
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0140156
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt065600
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0305899
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0371499
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.40670
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-12) REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS FOR THE STANDARD THREE-YEAR STATUTE OF LIMITATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt01101333
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0VIOLIN FOR AUCTION
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt030000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,805,547
Liabilities
$0
Net assets
$8,805,547
Revenue
$1,676,506
Expenses
$1,833,427
Net income
-$156,921
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