Civic Intelligence

Burr & Burton Seminary

990 • Fiscal year 2019 • EIN 03-0179404

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 21, 2020

PO Box 498Manchester, VT 05254

(802) 362-1775

Siviq Scores

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

Liabilities / Assets

29th percentile

0.10x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

46th percentile

0.32x

Higher debt load relative to revenue than 46% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

50th percentile

3.3%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$247,635

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

34th percentile

1.1%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-51%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Assets

Up

$62,360,934

Up $655,730 (+1.1%) from 2018

Net Assets

Up

$56,217,823

Up $1,693,387 (+3.1%) from 2018

Liabilities

Down

$6,143,111

Down $1,037,657 (-14%) from 2018

Revenue

Down

$19,347,323

Down $20,130,681 (-51%) from 2018

Expenses

Up

$18,702,934

Up $619,227 (+3.4%) from 2018

Net Income

Down

$644,389

Down $20,749,908 (-97%) from 2018

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $35,785,380Liabilities 2011: $6,935,822Net Assets 2011: $28,849,5582011Assets 2012: $37,680,428Liabilities 2012: $6,662,045Net Assets 2012: $31,018,3832012Assets 2013: $38,502,516Liabilities 2013: $7,001,552Net Assets 2013: $31,500,9642013Assets 2014: $39,862,362Liabilities 2014: $6,152,294Net Assets 2014: $33,710,0682014Assets 2015: $40,751,985Liabilities 2015: $6,218,686Net Assets 2015: $34,533,2992015Assets 2016: $39,944,624Liabilities 2016: $6,924,856Net Assets 2016: $33,019,7682016Assets 2017: $41,295,197Liabilities 2017: $7,176,313Net Assets 2017: $34,118,8842017Assets 2018: $61,705,204Liabilities 2018: $7,180,768Net Assets 2018: $54,524,4362018Assets 2019: $62,360,934Liabilities 2019: $6,143,111Net Assets 2019: $56,217,8232019Assets 2020: $65,598,367Liabilities 2020: $8,837,006Net Assets 2020: $56,761,3612020Assets 2021: $72,894,574Liabilities 2021: $6,432,565Net Assets 2021: $66,462,0092021Assets 2022: $71,139,922Liabilities 2022: $5,913,112Net Assets 2022: $65,226,8102022Assets 2023: $70,917,173Liabilities 2023: $5,626,498Net Assets 2023: $65,290,6752023Assets 2024: $72,629,232Liabilities 2024: $6,699,326Net Assets 2024: $65,929,9062024Assets 2025: $77,709,311Liabilities 2025: $7,587,816Net Assets 2025: $70,121,4952025

Highlighted filing

2019

Assets$62,360,934
Liabilities$6,143,111
Net Assets$56,217,823

Operations Trend

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

$40M$20M$0-$20MExpenses 2011: $13,344,3762011Expenses 2012: $14,402,1332012Revenue 2013: $14,925,860Expenses 2013: $15,218,951Net Income 2013: -$293,0912013Revenue 2014: $16,312,508Expenses 2014: $15,598,930Net Income 2014: $713,5782014Revenue 2015: $17,728,388Expenses 2015: $16,005,296Net Income 2015: $1,723,0922015Revenue 2016: $15,656,308Expenses 2016: $16,762,416Net Income 2016: -$1,106,1082016Revenue 2017: $18,135,710Expenses 2017: $17,196,300Net Income 2017: $939,4102017Revenue 2018: $39,478,004Expenses 2018: $18,083,707Net Income 2018: $21,394,2972018Revenue 2019: $19,347,323Expenses 2019: $18,702,934Net Income 2019: $644,3892019Revenue 2020: $20,780,258Expenses 2020: $19,536,540Net Income 2020: $1,243,7182020Revenue 2021: $24,030,648Expenses 2021: $18,654,400Net Income 2021: $5,376,2482021Revenue 2022: $25,538,504Expenses 2022: $21,909,599Net Income 2022: $3,628,9052022Revenue 2023: $21,145,436Expenses 2023: $23,106,076Net Income 2023: -$1,960,6402023Revenue 2024: $21,589,154Expenses 2024: $23,629,876Net Income 2024: -$2,040,7222024Revenue 2025: $33,442,163Expenses 2025: $25,104,701Net Income 2025: $8,337,4622025

Highlighted filing

2019

Revenue$19,347,323
Expenses$18,702,934
Net Income$644,389
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 21, 2020
Return Version
2018v3.1
Gross Receipts
$62,199,034
Mission and Program Overview

Mission

To educate students intellectually and morally for a life of responsibility, integrity and service.

Accredited independent high school - providing education for grades 9-12

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$41,311,509$44,467,416▲ $3,155,907
Land, Buildings, and Equipment, Net$17,506,488$17,419,972▼ $86,516
Savings and Temporary Cash Investments$2,603,198$302,231▼ $2,300,967
Accounts Receivable$58,975$86,074▲ $27,099
Prepaid Expenses and Deferred Charges$86,201$43,688▼ $42,513
Intangible Assets$35,424$29,918▼ $5,506
Cash and Non-Interest-Bearing Accounts$18,301--
Pledges and Grants Receivable$85,108$11,635▼ $73,473
Total Assets$61,705,204$62,360,934▲ $655,730
Liabilities
Accounts Payable and Accrued Expenses$1,643,273$1,979,964▲ $336,691
Deferred Revenue$1,790,887$1,788,727▼ $2,160
Other Liabilities$2,509,893$1,417,365▼ $1,092,528
Tax Exempt Bond Liabilities$565,517$518,391▼ $47,126
Mortgage Notes Payable Secured by Investment Property$671,198$438,664▼ $232,534
Total Liabilities$7,180,768$6,143,111▼ $1,037,657
Net Assets / Fund Balance
Temporarily Rstr Net Assets$24,220,638$25,390,453▲ $1,169,815
Unrestricted Net Assets$16,649,471$17,093,336▲ $443,865
Permanently Rstr Net Assets$13,654,327$13,734,034▲ $79,707
Total Net Assets Fund Balance$54,524,436$56,217,823▲ $1,693,387
Total Liabilities and Net Assets / Fund Balance$61,705,204$62,360,934▲ $655,730

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,787,669$13,901,707$27,689,376
Equipment$1,072,981$1,947,014$3,019,995
Land$1,701,063-$1,701,063
Other Land Buildings$858,259$594,323$1,452,582

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$20,232,367$79,707▲ $1,288,621$707,082$20,893,613
2017$19,366,721$224,704▲ $1,464,274$823,332$20,232,367
2016$18,161,737$123,805▲ $1,886,446$805,267$19,366,721
2015$19,058,393$15,354▼ $147,757$764,253$18,161,737
2014$18,742,638$68,936▲ $932,409$685,590$19,058,393
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark TashjianHeadmasterFT$234,790$12,845$247,635
Margaret KennyAssistant Head of SchoolFT$142,579$8,449$151,028
Dennis FilippiDirector of FinanceFT$102,962$5,050$108,012
Jen HyattAcademic DeanFT$100,260$4,972$105,232

Board Members and Trustees

NameTitle
Seth BongartzBoard Chair
CAROL O'CONNORBoard Vice Chair
Bill CairnsTrustee
Brian BarefootTrustee
Ed CampbellTrustee
Jack RohrbachTrustee
Kellie WaiteTrustee
Michael CohenTrustee
Michael CoopermanTrustee
Michael PowersTrustee
Peggy BrockettTrustee
Rob RedmondTrustee
Scott SwenorTrustee
Skip MartinTrustee
Tony WhalingTrustee
Sanfra WeissSecretary
Lee SpiveyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Vms Construction INCConstruction Services103 WALES ST, Rutland, VT 05701$274,284
Revenue and Support

Revenue Composition

Contributions and Grants
$956,471
Program Service Revenue
$17,175,233
Investment Income
$1,033,763
Other Revenue
$181,856
All Other Contributions
$812,221
Change in Net Assets
$644,389

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded13$83,587Fair Market Value
Total Noncash Contributions13$83,587-

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,653,305
Revenue Not Reported on Financial Statements
$694,018
Revenue Not Reported on Form 990
$1,112,275
Other Revenue Adjustments
$601,293
Total Revenue per Audited Statements
$19,765,580
Total Revenue per Form 990
$19,347,323
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,330,361
Other Expenses$5,751,475
Total Fundraising Expense$801,012
Grants and Similar Amounts Paid$621,098
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,442,825$456,310$356,032$9,255,167
Depreciation Depletion$1,487,284$33,035$20,297$1,540,616
Other Employee Benefits$1,436,249$53,411$43,477$1,533,137
Fees for Services Other$731,583$220,300$33,835$985,718
Payroll Taxes$617,736$37,380$34,426$689,542
Occupancy$511,089$7,393$4,543$523,025
Current Officers, Directors, Trustees, and Key Employees$157,502$139,043$157,502$454,047
Grants to Domestic Individuals$398,619--$398,619
Pension Plan Contributions$356,973$21,601$19,894$398,468
Travel$348,158$65$3,643$351,866
Insurance$221,693$4,924$3,025$229,642
Foreign Grants$202,674--$202,674
Conferences and Meetings$87,722$50,468-$138,190
Other Expenses$108,170$2,732$4,338$115,240
Office Expenses$70,650$9,158$23,416$103,224
All Other Expenses$100,139--$100,139
Fees for Service Investment Mgmnt Fees-$92,725-$92,725
Fees for Services Lobbying-$66,620-$66,620
Interest$42,156$936$575$43,667
Fees for Services Accounting-$36,400-$36,400
Grants to Domestic Orgs$19,805--$19,805
Advertising$12,894-$2,743$15,637
Fees for Services Legal-$6,364-$6,364
Total Functional Expenses$16,532,850$1,369,072$801,012$18,702,934

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$18,702,934
Total Expenses per Audited Statements$18,072,193
Expenses per Audited Statements$18,008,916
Expenses Not Reported on Financial Statements$694,018
Other Expense Adjustments$601,293
Expenses Not Reported on Form 990$63,277
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Taconic and Green Regional School DistrictSunderland, VT-Assist Elementary Schools With Programming$19,805

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$140,950
Fundraising Direct Expenses$63,277
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner (gala)$271,230$126,980$5,348$121,632
Reunion$13,970$13,970$9,951$4,019
Total Events$285,200$140,950$63,277$77,673
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Retirement Benefit Liability$1,249,050
Cash Held in Custody for Others$168,315

Bond Issues

BondIssuerIssuedIssue PricePurpose
AVermont Economic Development Authority (veda)2004-09-29$5,000,000CAMPUS IMPROVEMENTS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$5,000,000--$81,364

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
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

The 990 review committee, an ad hoc committee of the board of trustees, reviews the form 990 in detail for accuracy and completeness to the best of its ability. The 990 review committee then reports its findings and recommendations and provides a disclosure copy of the 990 to the board. Any items of uncertainty are clarified and/or corrected before the return is filed. The committee advises the full board that the form 990 has been filed and that a full copy is available upon request.

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

Burr and burton academy requires the annual completion of the conflict of interest questionnaire. If a conflict arises during the year then the involved parties are required to report it as it arises.

Form 990, Part VI, Section B, Line 15A

Chair and treasurer of the board of trustees are charged with headmaster compensation package.

Form 990, Part VI, Section C, Line 19

These documents are not made available to the public.

Filing and Contact Details

Filer

Filer Name
Burr and Burton Seminary
EIN
03-0179404
Phone
8023621775
Address
PO BOX 498, MANCHESTER, VT 05254
Doing Business As
Burr and Burton Academy

Signing Officer

Name
Lee M Spivey Jr
Title
Treasurer
Phone
8023621775
Signed
2020-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee M Spivey Jr
Formed
1829
Legal Domicile
Vt
Voting Board Members
17
Independent Board Members
17
Employees
298
Volunteers
0

Preparer

Firm
Gallagher Flynn & Company Llp
Address
55 COMMUNITY DRIVE SUITE 401, SOUTH BURLINGTON, VT 05403
Preparer
Stephen P Trenholm CPA
Phone
8028631331
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in fair value of split interest agreement -18,113.

Financial Statement Notes

PART V, LINE 4:

The academy manages its endowment funds, including donor restricted and board designated endowments, in accordance with the laws of the state of vermont, specifically the uniform prudent management of institutional funds act. Accordingly, the academy has adopted investment and spending policies for endowment assets that are reviewed annually and attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. The academy has established a spending policy that provides for the appropriating for distribution each year of up to five (5) percent of its endowment fund's average fair value, measured and smoothed on a rolling 12-quarter basis. In practice, the academy appropriates approximately 4% of the endowment fund's average fair value, measured and smoothed on a rolling 12-quarter basis. Amounts reported as expenses in part v lines e through g are reported on a cash basis. Therefore, there may be timing differences between when the expenses were actually incurred, in accordance with the spending policy and appropriations, and when the endowment draw is actually made. The spending is to be used first in accordance with donor restrictions, if any, and then for operations, support of capital expenditures investments, scholarships to students, or other board-designated purposes.

PART X, LINE 2:

Each year, management considers whether any material tax position the academy has taken is more likely than not to be sustained upon examination by the applicable taxing authority. Management believes that any positions the academy has taken are supported by substantial authority and, therefore, do not need to be measured or disclosed in the financial statements. Tax returns for the years subsequent to june 30, 2015 are subject to examination by tax authorities.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Direct expenses for special events included in the fundraising expenses in 63,277. The statement of functional expenses for the audited financial statements change in fair value of split interest agreement -18,113.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Gross up revenues for scholarship expense netted out in financial statements 601,293.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct expenses for special events included in the fundraising expenses in 63,277. The statement of functional expenses for the audited financial statements

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Gross up revenues for scholarship expense netted out in financial statements 601,293. Rounding

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IRS990/Desc0BURR AND BURTON ACADEMY IS AN INDEPENDENT SCHOOL THAT SERVES THE GENERAL PUBLIC. FOUNDED IN 1829, THE ACADEMY SERVES 13 TOWNS IN SOUTHERN VERMONT AND IS COMMITTED TO PROVIDING AN OUTSTANDING EDUCATIONAL OPPORTUNITY TO EVERY STUDENT. BURR AND BURTON ACADEMY SERVES ALMOST 700 DOMESTIC AND 60 INTERNATIONAL STUDENTS FROM VARIOUS COUNTRIES. FAMILIES IN SENDING TOWNS PAY NO TUITION; TUITION IS PAID BY EACH SENDING TOWN. OUR STUDENT BODY IS DIVERSE SOCIOECONOMICALLY, WITH ROUGHLY 25% QUALIFYING FOR FREE AND REDUCED MEALS. THE ACADEMY HAS A VIRTUALLY 100% GRADUATION RATE, 80%-90% COLLEGE MATRICULATION RATE, SAT SCORES 100+ POINTS HIGHER THAN THE NATIONAL AVERAGE.THE ACADEMY BRINGS THE BEST OF INDEPENDENT SCHOOL PHILOSOPHY AND EXPECTATIONS COUPLED WITH THE DEMOCRATIC IDEAL OF EDUCATION FOR ALL.
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IRS990/Form990PartVIISectionAGrp/PersonNm17MARK TASHJIAN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17HEADMASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt19ASSISTANT HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt20ACADEMIC DEAN
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IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0144250
IRS990/FundraisingDirectExpensesAmt063277
IRS990/FundraisingGrossIncomeAmt0140950
IRS990/GainOrLossGrp/SecuritiesAmt0150380
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IRS990/GrossReceiptsAmt062199034
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt03025
IRS990/InsuranceGrp/ManagementAndGeneralAmt04924
IRS990/InsuranceGrp/ProgramServicesAmt0221693
IRS990/InsuranceGrp/TotalAmt0229642
IRS990/IntangibleAssetsGrp/BOYAmt035424
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IRS990/InterestGrp/FundraisingAmt0575
IRS990/InterestGrp/ManagementAndGeneralAmt0936
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0883383
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt044467416
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt017419972
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt042788434
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO EDUCATE STUDENTS INTELLECTUALLY AND MORALLY FOR A LIFE OF RESPONSIBILITY, INTEGRITY AND SERVICE.
IRS990/MoreThan5000KToIndividualsInd01
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IRS990/OfficeExpensesGrp/ProgramServicesAmt070650
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt053411
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01436249
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01533137
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IRS990/OtherExpensesGrp/FundraisingAmt168923
IRS990/OtherExpensesGrp/FundraisingAmt24338
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt090970
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt139237
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22732
IRS990/OtherExpensesGrp/ProgramServicesAmt0736664
IRS990/OtherExpensesGrp/ProgramServicesAmt1231233
IRS990/OtherExpensesGrp/ProgramServicesAmt2211032
IRS990/OtherExpensesGrp/ProgramServicesAmt3108170
IRS990/OtherExpensesGrp/TotalAmt0851977
IRS990/OtherExpensesGrp/TotalAmt1339393
IRS990/OtherExpensesGrp/TotalAmt2211032
IRS990/OtherExpensesGrp/TotalAmt3115240
IRS990/OtherLiabilitiesGrp/BOYAmt02509893
IRS990/OtherLiabilitiesGrp/EOYAmt01417365
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0356032
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0456310
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08442825
IRS990/OtherSalariesAndWagesGrp/TotalAmt09255167
IRS990/PartialLiquidationInd00
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt037380
IRS990/PayrollTaxesGrp/ProgramServicesAmt0617736
IRS990/PayrollTaxesGrp/TotalAmt0689542
IRS990/PensionPlanContributionsGrp/FundraisingAmt019894
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt021601
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0356973
IRS990/PensionPlanContributionsGrp/TotalAmt0398468
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt013654327
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt013734034
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt085108
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt011635
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt086201
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043688
IRS990/PrincipalOfficerNm0LEE M SPIVEY JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$77.7$7.59$70.1$33.4$25.1$8.34
2024Detailed filing. Detailed filing data is available for this year.$72.6$6.70$65.9$21.6$23.6$2.04
2023Detailed filing. Detailed filing data is available for this year.$70.9$5.63$65.3$21.1$23.1$1.96
2022Detailed filing. Detailed filing data is available for this year.$71.1$5.91$65.2$25.5$21.9$3.63
2021Detailed filing. Detailed filing data is available for this year.$72.9$6.43$66.5$24.0$18.7$5.38
2020Detailed filing. Detailed filing data is available for this year.$65.6$8.84$56.8$20.8$19.5$1.24
2019Detailed filing. Detailed filing data is available for this year.$62.4$6.14$56.2$19.3$18.7$0.64
2018Detailed filing. Detailed filing data is available for this year.$61.7$7.18$54.5$39.5$18.1$21.4
2017Detailed filing. Detailed filing data is available for this year.$41.3$7.18$34.1$18.1$17.2$0.94
2016Detailed filing. Detailed filing data is available for this year.$39.9$6.92$33.0$15.7$16.8$1.11
2015Detailed filing. Detailed filing data is available for this year.$40.8$6.22$34.5$17.7$16.0$1.72
2014Detailed filing. Detailed filing data is available for this year.$39.9$6.15$33.7$16.3$15.6$0.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.5$7.00$31.5$14.9$15.2$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.7$6.66$31.0$14.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.8$6.94$28.8$13.3
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $50M-$100M nonprofits