Civic Intelligence

Mary and John Elliot Charitable Foundation

990 • Fiscal year 2011 • EIN 02-0512229

Jul 01, 2010 to Jun 30, 2011 • Filed on Apr 30, 2012

Organization ProfileN/A
1070 Holt Avenue Unit 1 Suite 210003109
Siviq Scores

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

Liabilities / Assets

36th percentile

0.10x

Higher debt load relative to assets than 36% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

8th percentile

-14%

Faster asset growth than 8% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$7,130,550

Down $1,178,020 (-14%) from 2010

Net Assets

Down

$6,406,080

Down $1,405,303 (-18%) from 2010

Liabilities

Up

$724,470

Up $227,283 (+46%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$984,802

Down $273,893 (-22%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$40M$30M$20M$10M$0Assets 2010: $8,308,570Liabilities 2010: $497,187Net Assets 2010: $7,811,3832010Assets 2011: $7,130,550Liabilities 2011: $724,470Net Assets 2011: $6,406,0802011Assets 2012: $6,584,489Liabilities 2012: $661,947Net Assets 2012: $5,922,5422012Assets 2013: $7,552,850Liabilities 2013: $576,011Net Assets 2013: $6,976,8392013Assets 2014: $9,109,282Liabilities 2014: $520,927Net Assets 2014: $8,588,3552014Assets 2015: $8,082,709Liabilities 2015: $410,737Net Assets 2015: $7,671,9722015Assets 2016: $8,153,844Liabilities 2016: $411,999Net Assets 2016: $7,741,8452016Assets 2017: $8,855,201Liabilities 2017: $336,872Net Assets 2017: $8,518,3292017Assets 2018: $12,764,856Liabilities 2018: $175,550Net Assets 2018: $12,589,3062018Assets 2019: $20,587,544Liabilities 2019: $147,032Net Assets 2019: $20,440,5122019Assets 2020: $25,180,391Liabilities 2020: $69,286Net Assets 2020: $25,111,1052020Assets 2021: $30,153,591Liabilities 2021: $40,603Net Assets 2021: $30,112,9882021Assets 2022: $28,783,798Liabilities 2022: $59,756Net Assets 2022: $28,724,0422022Assets 2023: $30,852,100Liabilities 2023: $55,784Net Assets 2023: $30,796,3162023Assets 2024: $34,528,097Liabilities 2024: $207,287Net Assets 2024: $34,320,8102024

Highlighted filing

2011

Assets$7,130,550
Liabilities$724,470
Net Assets$6,406,080
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0Expenses 2010: $1,258,6952010Expenses 2011: $984,8022011Expenses 2012: $2,044,5732012Revenue 2013: $2,645,387Expenses 2013: $1,666,296Net Income 2013: $979,0912013Revenue 2014: $3,873,648Expenses 2014: $2,988,069Net Income 2014: $885,5792014Revenue 2015: $2,437,919Expenses 2015: $1,652,549Net Income 2015: $785,3702015Revenue 2016: $2,680,476Expenses 2016: $2,191,342Net Income 2016: $489,1342016Revenue 2017: $2,566,201Expenses 2017: $2,190,028Net Income 2017: $376,1732017Revenue 2018: $6,611,802Expenses 2018: $4,575,401Net Income 2018: $2,036,4012018Revenue 2019: $12,178,687Expenses 2019: $4,655,148Net Income 2019: $7,523,5392019Revenue 2020: $12,063,225Expenses 2020: $7,084,968Net Income 2020: $4,978,2572020Revenue 2021: $4,554,091Expenses 2021: $2,528,504Net Income 2021: $2,025,5872021Revenue 2022: $5,562,026Expenses 2022: $3,843,484Net Income 2022: $1,718,5422022Revenue 2023: $3,259,633Expenses 2023: $2,886,789Net Income 2023: $372,8442023Revenue 2024: $3,935,529Expenses 2024: $1,332,636Net Income 2024: $2,602,8932024

Highlighted filing

2011

Revenue-
Expenses$984,802
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Apr 30, 2012
Return Version
2010v3.4
Gross Receipts
$1,855,291
Mission and Program Overview

Mission

The Mary and John Elliot Foundation's mission is to support the immediate and ongoing resource needs of the Elliot Health System.

Filing and Contact Details

Filer

EIN
02-0512229
Raw XML AppendixShowing 400 of 663 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY01222
IRS990/AccountsPayableAccruedExpenses/EOY04470
IRS990/AccountsReceivable/BOY0458975
IRS990/AccountsReceivable/EOY0125200
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0THE FOUNDATION'S MISSION IS TO SUPPORT THE IMMEDIATE AND ONGOING RESOURCE NEEDS OF THE ELLLIOT HOSPITAL.
IRS990/AddressPrincipalOfficerUS/AddressLine101070 HOLT AVENUE UNIT 1 SUITE 2100
IRS990/AddressPrincipalOfficerUS/City0MANCHESTER
IRS990/AddressPrincipalOfficerUS/State0NH
IRS990/AddressPrincipalOfficerUS/ZIPCode003109
IRS990/AllOtherContributions0924388
IRS990/AllOtherExpenses/ProgramServices016428
IRS990/AllOtherExpenses/Total016428
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY0882791
IRS990/CashNonInterestBearing/EOY0895971
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO01
IRS990/CompensationProcessOther01
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear0924388
IRS990/ContributionsGrantsPriorYear01184977
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions01
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/ProgramServices0470
IRS990/DepreciationDepletion/Total0470
IRS990/DescribedIn501C301
IRS990/Description0SUPPORT OF THE FUNDRAISING ACTIVITIES OF THE ELLIOT HOSPITAL AND ITS RELATED TAX EXEMPT ORGANIZATIONS
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense0984802
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FinancialStatementConsolidated0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek240.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek840.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek940.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/NamePerson0MARY ELLEN BISER
IRS990/Form990PartVIISectionA/NamePerson1JAMES F CONWAY JR MD
IRS990/Form990PartVIISectionA/NamePerson2DOUGLAS F DEAN
IRS990/Form990PartVIISectionA/NamePerson3SELMA NACCACH-HOFF
IRS990/Form990PartVIISectionA/NamePerson4RICHARD I WINNEG
IRS990/Form990PartVIISectionA/NamePerson5RICHARD RAWLINGS
IRS990/Form990PartVIISectionA/NamePerson6WAYNE ROBINSON
IRS990/Form990PartVIISectionA/NamePerson7RUTH ANSELL ESQUIRE
IRS990/Form990PartVIISectionA/NamePerson8RICHARD A ELWELL
IRS990/Form990PartVIISectionA/NamePerson9RICHARD PHELPS
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/OtherCompensation05762
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation2261330
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation8122412
IRS990/Form990PartVIISectionA/OtherCompensation9272443
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs024746
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs2704950
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs8501663
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs9491309
IRS990/Form990PartVIISectionA/Title0SECRETARY
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionA/Title3CHAIR
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990PartVIISectionA/Title6TRUSTEE
IRS990/Form990PartVIISectionA/Title7TRUSTEE
IRS990/Form990PartVIISectionA/Title8CFO
IRS990/Form990PartVIISectionA/Title9OFFICER
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities0454183
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY0599090
IRS990/GrantsAndSimilarAmntsPriorYear0937241
IRS990/GrantsToDomesticOrgs/ProgramServices0599090
IRS990/GrantsToDomesticOrgs/Total0599090
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities0454183
IRS990/GrossReceipts01855291
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InvestmentIncomeCurrentYear0589924
IRS990/InvestmentIncome/ExclusionAmount0135741
IRS990/InvestmentIncomePriorYear0506615
IRS990/InvestmentIncome/TotalRevenueColumn0135741
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY06060918
IRS990/InvestmentsOtherSecurities/EOY05491120
IRS990/LandBldgEquipmentAccumDeprec06381
IRS990/LandBuildingsEquipmentBasis08956
IRS990/LandBuildingsEquipmentBasisNet/BOY03045
IRS990/LandBuildingsEquipmentBasisNet/EOY02575
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0THE FOUNDATION'S MISSION IS TO SUPPORT THE IMMEDIATE AND ONGOING RESOURCE NEEDS OF THE ELLLIOT HOSPITAL.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/MortNotesPyblSecuredInvestProp/BOY0491600
IRS990/MortNotesPyblSecuredInvestProp/EOY0720000
IRS990/NameOfPrincipalOfficerPerson0RICHARD ELWELL
IRS990/NbrIndependentVotingMembers06
IRS990/NbrVotingGoverningBodyMembers08
IRS990/NbrVotingMembersGoverningBody08
IRS990/NetAssetsOrFundBalancesBOY07811383
IRS990/NetAssetsOrFundBalancesEOY06406080
IRS990/NetGainOrLossInvestments/ExclusionAmount0454183
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0454183
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109601
IRS990/NumberIndependentVotingMembers06
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ProgramServices08736
IRS990/Occupancy/Total08736
IRS990/OfficeExpenses/ProgramServices01032
IRS990/OfficeExpenses/Total01032
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0445
IRS990/OtherAssetsTotal/EOY013200
IRS990/OtherExpensePriorYear0321454
IRS990/OtherExpensesCurrentYear0385712
IRS990/OtherExpenses/Description0PURCHASED SERVICES
IRS990/OtherExpenses/Description1TRUST FUND FEES
IRS990/OtherExpenses/Description2CONSULTING FEES
IRS990/OtherExpenses/Description3PRINTING/PUBLICATIONS
IRS990/OtherExpenses/Description4RECOGNITION PROGRAM
IRS990/OtherExpenses/ProgramServices0271399
IRS990/OtherExpenses/ProgramServices134867
IRS990/OtherExpenses/ProgramServices231127
IRS990/OtherExpenses/ProgramServices39803
IRS990/OtherExpenses/ProgramServices44825
IRS990/OtherExpenses/Total0271399
IRS990/OtherExpenses/Total134867
IRS990/OtherExpenses/Total231127
IRS990/OtherExpenses/Total39803
IRS990/OtherExpenses/Total44825
IRS990/OtherLiabilities/BOY04365
IRS990/OtherLiabilities/EOY00
IRS990/OtherRevenueCurrentYear0340979
IRS990/OtherRevenueMisc/BusinessCode0561000
IRS990/OtherRevenueMisc/Description0MANAGEMENT FEE INCOME
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome0340979
IRS990/OtherRevenueMisc/TotalRevenueColumn0340979
IRS990/OtherRevenuePriorYear0275490
IRS990/PartialLiquidation00
IRS990/PledgesAndGrantsReceivable/BOY0902396
IRS990/PledgesAndGrantsReceivable/EOY0602484
IRS990/PoliticalActivities00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0-2275792
IRS990/ReconcilationRevenueExpenses0870489
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/Revenue0599090
IRS990/RevenuesLessExpensesCY0870489
IRS990/RevenuesLessExpensesPriorYear0708387
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0918380
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year01184977
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years01013593
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years02137287
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years0878268
IRS990ScheduleA/GiftsGrantsContribReceived170/Total06132505
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear0135741
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year0188299
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0204092
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0147115
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0147883
IRS990ScheduleA/GrossInvestmentIncome170/Total0823130
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc01707769
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.88170
IRS990ScheduleA/PublicSupportPertcentPriorYear00.75730
IRS990ScheduleA/PublicSupportTotal17006132505
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0918380
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year01184977
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years01013593
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years02137287
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years0878268
IRS990ScheduleA/Total170/Total06132505
IRS990ScheduleA/TotalSupport06955635
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/BoardDesignatedEOYBalance01.00000
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance02337619
IRS990ScheduleD/CurrentYear/Contributions0190477
IRS990ScheduleD/CurrentYear/EndOfYearBalance0775945
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses018083
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance01582058
IRS990ScheduleD/CurrentYearMinus1Year/Contributions0670870
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance02337619
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses084691
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance01097517
IRS990ScheduleD/CurrentYearMinus2Years/Contributions0413069
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance01582058
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses071472
IRS990ScheduleD/CurrentYear/OtherExpenditures01770234
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExcessOrDeficitForYear0870489
IRS990ScheduleD/ExcessOrDeficitPerFS0-1405303
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0616856
IRS990ScheduleD/ExpensesSubtotal0367946
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0TRANSFERS TO AFFILIATES -2,879,553.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1EXPENSE RECLASS 616,856.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2EXPENSE RECLASS 616,856.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3RECLASSIFICATION OF EXPENSES
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XIII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/NetUnrealizedGainsInvestments0603761
IRS990ScheduleD/NetUnrealizedGLOnInvestments0603761
IRS990ScheduleD/OtherAmount0-2879553
IRS990ScheduleD/OtherExpensesNotIncluded0616856
IRS990ScheduleD/OtherLandBuildings/BookValue02575
IRS990ScheduleD/OtherLandBuildings/Depreciation06381
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis08956
IRS990ScheduleD/OtherRevenuesNotIncluded0616856
IRS990ScheduleD/OtherSecurities/BookValue05491120
IRS990ScheduleD/OtherSecurities/Description0SECURITIES AND OTHER INVESTMENTS
IRS990ScheduleD/OtherSecurities/MethodOfValuation0C
IRS990ScheduleD/RevenueNotRptdF9900603761
IRS990ScheduleD/RevenueNotRptdOnFinStmt0616856
IRS990ScheduleD/RevenueSubtotal01238435
IRS990ScheduleD/TotalAdjustments0-2275792
IRS990ScheduleD/TotalExpenses0984802
IRS990ScheduleD/TotalExpensesPerForm9900984802
IRS990ScheduleD/TotalOfBookValueLandBuildings02575
IRS990ScheduleD/TotalOfBookValueSecurities05491120
IRS990ScheduleD/TotalRevenue01855291
IRS990ScheduleD/TotalRevenuePerForm99001855291
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0367946
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01842196
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE PEARL MANOR ADVISORY COMMITTEE MEETS TO REVIEW REQUESTS FOR GRANTS, MEET LEADERS OF ORGANIZATIONS REQUESTING GRANT FUNDING, AND REQUIRES UPDATES ON THE USE OF FUNDS IN MANY INSTANCES, BOTH WRITTEN AND PRESENTATION.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AmountOfCashGrant017099
IRS990ScheduleI/RecipientTable/EINOfRecipient0020272825
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/MethodOfValuation0FMV
IRS990ScheduleI/RecipientTable/PurposeOfGrant0FUNDED A PROJECT MANAGER AND PART-TIME ASSISTANT FOR THE NEIGHBORHOOD
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10SENIORS COUNT
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleJ/AnyNonFixedPayments01
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/CompensationCommittee0X
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990OfOtherOrganizations0X
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs0145008
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs1128137
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs289296
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0511147
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1326312
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs2360367
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs0249340
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs1110716
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs2255766
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0DOUGLAS DEAN - $216,975; RICHARD ELWELL - $76,924; RICK PHELPS - $253,766
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1THE ORGANIZATION HAS ADOPTED AN INCENTIVE PAY PROGRAM THAT PROVIDES DESIGNATED MANAGEMENT EMPLOYEES AN OPPORTUNITY TO EARN A DESIGNATED PERCENTAGE OF SALARY BASED ON THE ACHIEVEMENT BY THE ORGANIZATION OF A NUMBER OF CRITICAL SUCCESS FACTORS. THE CRITICAL SUCCESS FACTORS ARE ESTABLISHED ANNUALLY BY THE INDEPENDENT EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WITH ASSISTANCE FROM AN INDEPENDENT NATIONAL COMPENSATION CONSULTING COMPANY. THE MAXIMUM POTENTIAL INCENTIVE PAYMENTS UNDER THE PLAN ARE CONSIDERED BY THE COMPENSATION CONSULTANT IN ENSURING THAT MANAGEMENT COMPENSATION IS REASONABLE.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation2THE SALARIES OF DOUGLAS DEAN, RICK PHELPS, AND RICHARD ELWELL REPRESENT SERVICES PROVIDED TO ALL RELATED ENTITIES.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 4B
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference1PART I, LINE 7
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference2PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0DOUGLAS F DEAN
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1RICHARD A ELWELL
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2RICHARD PHELPS
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs011990
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs111696
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs216677
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs048795
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs147214

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,130,550
Liabilities
$724,470
Net assets
$6,406,080
Revenue
-
Expenses
$984,802
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.5$0.21$34.3$3.94$1.33$2.60
2023Detailed filing. Detailed filing data is available for this year.$30.9$0.06$30.8$3.26$2.89$0.37
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$28.8$0.06$28.7$5.56$3.84$1.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.2$0.04$30.1$4.55$2.53$2.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$0.07$25.1$12.1$7.08$4.98
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$0.15$20.4$12.2$4.66$7.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.18$12.6$6.61$4.58$2.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.86$0.34$8.52$2.57$2.19$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.15$0.41$7.74$2.68$2.19$0.49
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.08$0.41$7.67$2.44$1.65$0.79
2014Detailed filing. Detailed filing data is available for this year.$9.11$0.52$8.59$3.87$2.99$0.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.55$0.58$6.98$2.65$1.67$0.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$0.66$5.92$2.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.13$0.72$6.41$0.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.31$0.50$7.81$1.26