Civic Intelligence

Lake Champlain Waldorf School

990 • Fiscal year 2014 • EIN 03-0296320

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

Organization Profilewww.lakechamplainwaldorfschool.org

View Organization Page

359 Turtle LaneShelburne, VT 05482

(802) 985-2827

Siviq Scores

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

Liabilities / Assets

79th percentile

0.51x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

0.54x

Higher debt load relative to revenue than 78% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

66th percentile

9.1%

Higher net margin than 66% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$85,025

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

65th percentile

7.2%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$4,717,889

Up $318,204 (+7.2%) from 2013

Net Assets

Up

$2,298,899

Up $405,466 (+21%) from 2013

Liabilities

Down

$2,418,990

Down $87,262 (-3.5%) from 2013

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin66th percentile

Revenue

Up

$4,450,089

Up $650,132 (+17%) from 2013

Expenses

Up

$4,044,623

Up $92,750 (+2.3%) from 2013

Net Income

Up

$405,466

Up $557,382 (+367%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,673,334Liabilities 2011: $1,669,649Net Assets 2011: $1,003,6852011Assets 2012: $2,638,840Liabilities 2012: $1,563,093Net Assets 2012: $1,075,7472012Assets 2013: $4,399,685Liabilities 2013: $2,506,252Net Assets 2013: $1,893,4332013Assets 2014: $4,717,889Liabilities 2014: $2,418,990Net Assets 2014: $2,298,8992014Assets 2015: $5,668,063Liabilities 2015: $3,321,175Net Assets 2015: $2,346,8882015Assets 2016: $4,838,447Liabilities 2016: $2,935,610Net Assets 2016: $1,902,8372016Assets 2017: $4,662,007Liabilities 2017: $2,844,616Net Assets 2017: $1,817,3912017Assets 2018: $4,489,764Liabilities 2018: $2,714,964Net Assets 2018: $1,774,8002018Assets 2019: $4,459,187Liabilities 2019: $2,633,757Net Assets 2019: $1,825,4302019Assets 2020: $4,622,121Liabilities 2020: $2,744,094Net Assets 2020: $1,878,0272020Assets 2021: $5,135,021Liabilities 2021: $2,877,177Net Assets 2021: $2,257,8442021Assets 2022: $4,985,159Liabilities 2022: $2,477,519Net Assets 2022: $2,507,6402022Assets 2023: $5,710,832Liabilities 2023: $2,835,608Net Assets 2023: $2,875,2242023Assets 2024: $5,502,960Liabilities 2024: $2,362,604Net Assets 2024: $3,140,3562024

Highlighted filing

2014

Assets$4,717,889
Liabilities$2,418,990
Net Assets$2,298,899
Open 2014 Filing

Operations Trend

Revenue Growth72nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,886,885Expenses 2011: $3,007,746Net Income 2011: -$120,8612011Revenue 2012: $3,135,258Expenses 2012: $3,063,025Net Income 2012: $72,2332012Revenue 2013: $3,799,957Expenses 2013: $3,951,873Net Income 2013: -$151,9162013Revenue 2014: $4,450,089Expenses 2014: $4,044,623Net Income 2014: $405,4662014Revenue 2015: $4,417,248Expenses 2015: $4,300,204Net Income 2015: $117,0442015Revenue 2016: $3,845,416Expenses 2016: $4,289,467Net Income 2016: -$444,0512016Revenue 2017: $4,293,030Expenses 2017: $4,349,165Net Income 2017: -$56,1352017Revenue 2018: $4,223,415Expenses 2018: $4,266,530Net Income 2018: -$43,1152018Revenue 2019: $4,235,276Expenses 2019: $4,184,838Net Income 2019: $50,4382019Revenue 2020: $4,037,125Expenses 2020: $3,984,528Net Income 2020: $52,5972020Revenue 2021: $3,497,116Expenses 2021: $3,117,299Net Income 2021: $379,8172021Revenue 2022: $3,703,674Expenses 2022: $3,453,878Net Income 2022: $249,7962022Revenue 2023: $4,067,921Expenses 2023: $3,700,337Net Income 2023: $367,5842023Revenue 2024: $4,451,680Expenses 2024: $4,186,548Net Income 2024: $265,1322024

Highlighted filing

2014

Revenue$4,450,089
Expenses$4,044,623
Net Income$405,466
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$4,458,443
Mission and Program Overview

Mission

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,273,851$3,465,486▲ $191,635
Pledges and Grants Receivable$477,798$476,887▼ $911
Cash and Non-Interest-Bearing Accounts$298,523$381,226▲ $82,703
Accounts Receivable$258,339$316,632▲ $58,293
Intangible Assets$38,595$38,595→ $0
Prepaid Expenses and Deferred Charges$38,782$27,271▼ $11,511
Savings and Temporary Cash Investments$2,005--
Inventories for Sale or Use$1,000$1,000→ $0
Total Assets$4,399,685$4,717,889▲ $318,204
Other Assets Total$10,792$10,792→ $0
Liabilities
Tax Exempt Bond Liabilities$2,282,628$2,212,648▼ $69,980
Deferred Revenue$178,948$101,488▼ $77,460
Accounts Payable and Accrued Expenses$8,946$69,124▲ $60,178
Other Liabilities$35,730$35,730→ $0
Total Liabilities$2,506,252$2,418,990▼ $87,262
Net Assets / Fund Balance
Unrestricted Net Assets$819,293$1,224,759▲ $405,466
Temporarily Rstr Net Assets$1,074,140$1,074,140→ $0
Total Net Assets Fund Balance$1,893,433$2,298,899▲ $405,466
Total Liabilities and Net Assets / Fund Balance$4,399,685$4,717,889▲ $318,204

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,820,130$1,156,702$3,976,832
Land$475,000-$475,000
Equipment$89,650$152,531$242,181
Leasehold Improvements$80,654$80,966$161,620
Other Land Buildings$52$4,473$4,525
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen WhiteTrustee/TeacherFT$44,040$40,985$85,025
Mary CollinsTrustee/TeacherFT$42,578$25,152$67,730
Carol ReedTrustee/TeacherFT$45,348$1,500$46,848
Andrea BayerAdministratorFT$27,200$1,500$28,700

Board Members and Trustees

NameTitle
Josh SimondsPresident
Steve FaustVice President
Andrea KerinTrustee
Andrea MelvilleTrustee
Julie WahlinTrustee
Katrina WebsterTrustee
Nell CooganTrustee
Tom HydeTrustee
Tom PowellTrustee
Zoe NewmanTrustee
Avis KragSecretary
Lisa BryanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
DewConstruction on High School-$137,734
Revenue and Support

Revenue Composition

Contributions and Grants
$1,030,527
Program Service Revenue
$3,371,764
Investment Income
$295
Other Revenue
$47,503
All Other Contributions
$956,352
Change in Net Assets
$405,466

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
Securities Publicly Traded16$274,891Market Value
Total Noncash Contributions16$274,891-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,590,071
Other Expenses$910,279
Grants and Similar Amounts Paid$544,273
Total Fundraising Expense$84,846
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,354,745$360,379-$1,715,124
Grants to Domestic Individuals$544,273--$544,273
Other Employee Benefits$448,092$93,337-$541,429
Current Officers, Directors, Trustees, and Key Employees$153,850$25,045-$178,895
Payroll Taxes$124,131$30,492-$154,623
Occupancy$45,551$87,519-$133,070
Depreciation Depletion$86,209$14,950$4,320$105,479
Fees for Services Other-$5,702$65,107$70,809
Interest-$46,985-$46,985
Other Expenses$30,460$61,407$15,419$30,460
Fees for Services Accounting-$27,483-$27,483
Insurance-$27,390-$27,390
Advertising$200$10,460-$10,660
Office Expenses$1,225$8,475-$9,700
Information Technology-$4,833-$4,833
Fees for Services Legal-$156-$156
Total Functional Expenses$3,151,390$808,387$84,846$4,044,623
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,857
Fundraising Direct Expenses$8,354
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$49,089$36,359$5,121$31,238
Event 2$6,112$6,112$143$5,969
Total Events$68,587$55,857$8,354$47,503
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$35,730
Accrued Bond Fee-

Bond Issues

BondIssuerIssuedIssue PricePurpose
A23-71544672009-11-03$1,455,700Refinance previous bond
B23-71544672012-09-19$1,075,000Purchase Property

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$1,455,700---
B$1,075,000---

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
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, Line 11B

“Organizations process to review form 990 - The finance director reviews and provides feedback prior to the review by the executive board committee and goverance council.”

Form 990, Part VI, Line 12C

“Enforcement of conflicts policy - the goverance council ensures compaince with the conflits of interest policy.”

Form 990, Part VI, Line 15A

“Compensation process for top official - Independent board members informal comparability data and contemporaneously substantiate their deliberations related to the annual compensation review of the administrator.”

Form 990, Part VI, Line 19

“Governing documents disclosure explanation - all board meetings are open to the public. The organization reviews requests for organizational documents and financial statements on a case-by-case basis.”

Filing and Contact Details

Filer

EIN
03-0296320
Phone
8029852827

Signing Officer

Name
Josh Simonds
Title
President
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Josh Simonds
Formed
1984
Legal Domicile
Vt
Voting Board Members
16
Independent Board Members
12
Employees
95
Volunteers
150

Preparer

Preparer
Kirk Wisehart
Phone
8028791055
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

“The Schools mission is to create and support the development of a Waldorf school system in the greater Burlington Vermont area and to assist in the education of the general public and the professional community in the principles and practices of Waldorf education and the philosophy of anthroposophy”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee/Teacher
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee/Teacher
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee/Teacher
IRS990/Form990PartVIISectionAGrp/TitleTxt3Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
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IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt074175
IRS990/FundraisingDirectExpensesAmt08354
IRS990/FundraisingGrossIncomeAmt055857
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0376533
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0544273
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0544273
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04458443
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04833
IRS990/InformationTechnologyGrp/TotalAmt04833
IRS990/InsuranceGrp/ManagementAndGeneralAmt027390
IRS990/InsuranceGrp/TotalAmt027390
IRS990/IntangibleAssetsGrp/BOYAmt038595
IRS990/IntangibleAssetsGrp/EOYAmt038595
IRS990/InterestGrp/ManagementAndGeneralAmt046985
IRS990/InterestGrp/TotalAmt046985
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01000
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01000
IRS990/InvestmentIncomeGrp/ExclusionAmt0295
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0295
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01394672
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03273851
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03465486
IRS990/LandBldgEquipCostOrOtherBssAmt04860158
IRS990/LegalDomicileStateCd0VT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0See Schedule O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01893433
IRS990/NetAssetsOrFundBalancesEOYAmt02298899
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt047503
IRS990/NoncashContributionsAmt0274891
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt087519
IRS990/OccupancyGrp/ProgramServicesAmt045551
IRS990/OccupancyGrp/TotalAmt0133070
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08475
IRS990/OfficeExpensesGrp/ProgramServicesAmt01225
IRS990/OfficeExpensesGrp/TotalAmt09700
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010792
IRS990/OtherAssetsTotalGrp/EOYAmt010792
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt093337
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0448092
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0541429
IRS990/OtherExpensesGrp/Desc0Student Instruction and Activities
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Fundraising Expense
IRS990/OtherExpensesGrp/Desc3Grant expense
IRS990/OtherExpensesGrp/FundraisingAmt015419
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03774
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt161407
IRS990/OtherExpensesGrp/ProgramServicesAmt0347768
IRS990/OtherExpensesGrp/ProgramServicesAmt114886
IRS990/OtherExpensesGrp/ProgramServicesAmt230460
IRS990/OtherExpensesGrp/TotalAmt0351542
IRS990/OtherExpensesGrp/TotalAmt176293
IRS990/OtherExpensesGrp/TotalAmt215419
IRS990/OtherExpensesGrp/TotalAmt330460
IRS990/OtherLiabilitiesGrp/BOYAmt035730
IRS990/OtherLiabilitiesGrp/EOYAmt035730
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0360379
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01354745
IRS990/OtherSalariesAndWagesGrp/TotalAmt01715124
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030492
IRS990/PayrollTaxesGrp/ProgramServicesAmt0124131
IRS990/PayrollTaxesGrp/TotalAmt0154623
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0477798
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0476887
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038782
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027271
IRS990/PrincipalOfficerNm0Josh Simonds
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0Tuition and Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03371764
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03371764
IRS990/ProgSrvcAccomActy2Grp/Desc0The Lake Champlain Waldorf High School enrolls approximately 50 students in grades nine through twelve.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01232575
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0167740
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01242151
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0493765
IRS990/PYInvestmentIncomeAmt061
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0968276
IRS990/PYOtherRevenueAmt052536
IRS990/PYProgramServiceRevenueAmt03474811
IRS990/PYRevenuesLessExpensesAmt0817686
IRS990/PYSalariesCompEmpBnftPaidAmt02403303
IRS990/PYTotalExpensesAmt03951873
IRS990/PYTotalProfFndrsngExpnsAmt086529
IRS990/PYTotalRevenueAmt04769559
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0405466
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02005
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SchoolInd0X
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt02820130
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01156702
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03976832
IRS990ScheduleD/EquipmentGrp/BookValueAmt089650
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0152531
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0242181
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0475000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0475000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt080654
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt080966
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0161620
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt052
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04473
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04525
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt035730
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued Bond Fee
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/PreservationPublicUseInd0X
IRS990ScheduleD/TotalAcreageCnt021.06
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03465486
IRS990ScheduleD/TotalEasementsCnt01
IRS990ScheduleD/TotalLiabilityAmt035730

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,717,889
Liabilities
$2,418,990
Net assets
$2,298,899
Revenue
$4,450,089
Expenses
$4,044,623
Net income
$405,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.50$2.36$3.14$4.45$4.19$0.27
2023Detailed filing. Detailed filing data is available for this year.$5.71$2.84$2.88$4.07$3.70$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.99$2.48$2.51$3.70$3.45$0.25
2021Detailed filing. Detailed filing data is available for this year.$5.14$2.88$2.26$3.50$3.12$0.38
2020Summary only. Only limited summary data is available for this year.$4.62$2.74$1.88$4.04$3.98$0.05
2019Summary only. Only limited summary data is available for this year.$4.46$2.63$1.83$4.24$4.18$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.49$2.71$1.77$4.22$4.27$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.66$2.84$1.82$4.29$4.35$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.84$2.94$1.90$3.85$4.29$0.44
2015Detailed filing. Detailed filing data is available for this year.$5.67$3.32$2.35$4.42$4.30$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.72$2.42$2.30$4.45$4.04$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$2.51$1.89$3.80$3.95$0.15
2012Summary only. Only limited summary data is available for this year.$2.64$1.56$1.08$3.14$3.06$0.07
2011Summary only. Only limited summary data is available for this year.$2.67$1.67$1.00$2.89$3.01$0.12