Civic Intelligence

Evernorth Loan Fund Inc.

990 • Fiscal year 2018 • EIN 03-0315075

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization ProfileWWW.HVT.ORG

View Organization Page

100 Bank Street Suite 400Burlington, VT 05401

(802) 863-8424

Siviq Scores

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

Liabilities / Assets

25th percentile

0.04x

Higher debt load relative to assets than 25% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.10x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$169,257

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

62nd percentile

5.2%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

2.3%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$12,477,630

Up $616,018 (+5.2%) from 2017

Net Assets

Up

$11,916,207

Up $609,044 (+5.4%) from 2017

Liabilities

Up

$561,423

Up $6,974 (+1.3%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin69th percentile

Revenue

Up

$5,348,378

Up $118,146 (+2.3%) from 2017

Expenses

Down

$4,739,333

Down $36,157 (-0.8%) from 2017

Net Income

Up

$609,045

Up $154,303 (+34%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$30M$20M$10M$0Assets 2010: $8,821,813Liabilities 2010: $3,049,580Net Assets 2010: $5,772,2332010Assets 2011: $9,528,518Liabilities 2011: $3,384,873Net Assets 2011: $6,143,6452011Assets 2012: $8,980,526Liabilities 2012: $2,425,680Net Assets 2012: $6,554,8462012Assets 2013: $8,554,864Liabilities 2013: $1,495,377Net Assets 2013: $7,059,4872013Assets 2014: $7,653,624Liabilities 2014: $231,460Net Assets 2014: $7,422,1642014Assets 2015: $8,784,977Liabilities 2015: $283,636Net Assets 2015: $8,501,3412015Assets 2016: $11,193,878Liabilities 2016: $341,457Net Assets 2016: $10,852,4212016Assets 2017: $11,861,612Liabilities 2017: $554,449Net Assets 2017: $11,307,1632017Assets 2018: $12,477,630Liabilities 2018: $561,423Net Assets 2018: $11,916,2072018Assets 2019: $13,169,394Liabilities 2019: $582,861Net Assets 2019: $12,586,5332019Assets 2020: $14,824,024Liabilities 2020: $2,911,993Net Assets 2020: $11,912,0312020Assets 2021: $15,343,531Liabilities 2021: $2,502,077Net Assets 2021: $12,841,4542021Assets 2022: $16,980,601Liabilities 2022: $2,867,015Net Assets 2022: $14,113,5862022Assets 2023: $17,211,570Liabilities 2023: $2,483,602Net Assets 2023: $14,727,9682023Assets 2024: $28,141,496Liabilities 2024: $4,436,816Net Assets 2024: $23,704,6802024

Highlighted filing

2018

Assets$12,477,630
Liabilities$561,423
Net Assets$11,916,207
Open 2018 Filing

Operations Trend

Revenue Growth44th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,629,9662010Revenue 2011: $4,030,561Expenses 2011: $3,659,149Net Income 2011: $371,4122011Expenses 2012: $5,484,0682012Revenue 2013: $4,095,618Expenses 2013: $3,590,980Net Income 2013: $504,6382013Revenue 2014: $5,294,575Expenses 2014: $4,931,895Net Income 2014: $362,6802014Revenue 2015: $4,848,201Expenses 2015: $3,769,025Net Income 2015: $1,079,1762015Revenue 2016: $7,269,326Expenses 2016: $4,918,246Net Income 2016: $2,351,0802016Revenue 2017: $5,230,232Expenses 2017: $4,775,490Net Income 2017: $454,7422017Revenue 2018: $5,348,378Expenses 2018: $4,739,333Net Income 2018: $609,0452018Revenue 2019: $6,602,759Expenses 2019: $5,932,433Net Income 2019: $670,3262019Revenue 2020: $4,290,249Expenses 2020: $4,964,751Net Income 2020: -$674,5022020Revenue 2021: $1,936,135Expenses 2021: $1,006,712Net Income 2021: $929,4232021Revenue 2022: $1,512,409Expenses 2022: $740,477Net Income 2022: $771,9322022Revenue 2023: $1,191,774Expenses 2023: $577,392Net Income 2023: $614,3822023Revenue 2024: $9,692,413Expenses 2024: $715,701Net Income 2024: $8,976,7122024

Highlighted filing

2018

Revenue$5,348,378
Expenses$4,739,333
Net Income$609,045
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$5,348,378
Mission and Program Overview

Mission

The mission of housing vermont is to produce permanently affordable housing and enable investments in economic and community development to benefit vermonters through partnerships with communities and the private sector.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$4,838,000$3,375,985▼ $1,462,015
Accounts Receivable$2,239,007$2,792,316▲ $553,309
Cash and Non-Interest-Bearing Accounts$340,474$1,977,252▲ $1,636,778
Savings and Temporary Cash Investments$853,402$1,487,988▲ $634,586
Land, Buildings, and Equipment, Net$527,388$488,045▼ $39,343
Investments Program Related$390,440$353,735▼ $36,705
Prepaid Expenses and Deferred Charges$51,430$88,538▲ $37,108
Total Assets$11,861,612$12,477,630▲ $616,018
Other Assets Total$2,621,471$1,913,771▼ $707,700
Liabilities
Accounts Payable and Accrued Expenses$354,890$326,699▼ $28,191
Deferred Revenue$199,559$234,724▲ $35,165
Total Liabilities$554,449$561,423▲ $6,974
Net Assets / Fund Balance
Unrestricted Net Assets$11,307,163$11,916,207▲ $609,044
Total Net Assets Fund Balance$11,307,163$11,916,207▲ $609,044
Total Liabilities and Net Assets / Fund Balance$11,861,612$12,477,630▲ $616,018

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$343,454$56,390$399,844
Equipment$144,591$197,086$341,677
Other Assets Org$1,913,771--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy OwensPresidentFT$133,603$35,654$169,257
Janet SpitlerTreasurerFT$132,965-$132,965
Kathy BeyerVP - DevelopmentFT$125,745-$125,745
W Eric SchmittVice President, Asset ManaFT$110,632-$110,632

Board Members and Trustees

NameTitle
John VogelChair
Molly LambertVice Chair
Amy DemetrowitzBoard Member
Amy DohnerBoard Member
Charlie BakerBoard Member
Karen GlitmanBoard Member
Karyn HaleBoard Member
Lisa PatlisBoard Member
Sarah PhillipsBoard Member
Walt GreinerBoard Member
Chip HartAssistant Treasurer
Marc LandrySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$85,250
Program Service Revenue
$5,140,439
Investment Income
$122,491
Other Revenue
$198
Change in Net Assets
$609,045

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,886,983
Revenue Not Reported on Financial Statements
$461,395
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$461,395
Total Revenue per Audited Statements
$4,886,983
Total Revenue per Form 990
$5,348,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,722,690
Other Expenses$2,016,643
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,499,387$128,162-$1,627,549
Current Officers, Directors, Trustees, and Key Employees$499,043$42,654-$541,697
All Other Expenses$356,411$30,465-$386,876
Other Employee Benefits$296,916$25,379-$322,295
Fees for Services Management$173,968$14,870-$188,838
Occupancy$156,454$13,373-$169,827
Payroll Taxes$136,975$11,708-$148,683
Pension Plan Contributions$75,972$6,494-$82,466
Information Technology$73,208$6,257-$79,465
Depreciation Depletion$69,141$5,910-$75,051
Fees for Services Accounting$54,987$4,700-$59,687
Travel$47,208$4,035-$51,243
Office Expenses$35,234$3,012-$38,246
Conferences and Meetings$34,739$2,969-$37,708
Other Expenses$27,417$2,343-$29,760
Advertising$27,381$2,340-$29,721
Fees for Services Legal$26,799$2,291-$29,090
Insurance$11,102$949-$12,051
Total Functional Expenses$4,425,296$314,037$0$4,739,333

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,739,334
Expenses per Audited Statements$4,277,939
Total Expenses per Audited Statements$4,277,939
Expenses Not Reported on Financial Statements$461,395
Other Expense Adjustments$461,395
Expenses Not Reported on Form 990$0
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“See explanation for line 7a”

Form 990, Part VI, Section A, Line 7A

“A person or legal entity may be a member of housing vermont upon payment of the annual membership fee. Members have certain voting rights. Membership fees are used to further the mission of housing vermont.”

Form 990, Part VI, Section A, Line 8B

“No such other committees.”

Form 990, Part VI, Section B, Line 11B

“Senior management will review and present to the finance committee who will approve.”

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

“Management collects and reviews conflict of interest disclosures.”

Form 990, Part VI, Section B, Line 15

“Compensation is reviewed and approved by the appropriate senior staff and board of directors.”

Form 990, Part VI, Section C, Line 19

“Available in hard copy at the housing vermont office.”

Filing and Contact Details

Filer

Filer Name
Housing Vermont
EIN
03-0315075
Phone
8028638424
Address
100 BANK STREET SUITE 400, BURLINGTON, VT 05401

Signing Officer

Name
Janet Spitler
Title
Chief Financial Officer
Phone
8028638424
Signed
2019-11-11

Organization Details

Principal Officer
Janet Spitler
Formed
1988
Legal Domicile
Vt
Voting Board Members
11
Independent Board Members
11
Employees
30
Volunteers
0

Preparer

Firm
Mcsoley Mccoy & Co
Address
118 TILLEY DRIVE STE 202, SOUTH BURLINGTON, VT 05403
Preparer
Connie Fellion
Phone
8026581808
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code and is exempt from income taxes under section 501(a) of the internal revenue code. In addition, they have been classified as an organization that is not a private foundation under section 509(a)(1) of the internal revenue code. Contributions to the organization qualify for the charitable contribution deduction under internal revenue code section 170(b)(1)(a). Fasb asc 740, income taxes, requires entities to disclose in their financial statements the nature of any uncertainty in their tax positions. For tax exempt entities, tax-exempt status itself is deemed to be an uncertainty, as events could potentially occur to jeopardize their tax-exempt status. Management believes the organization has no uncertain tax positions. The organization anticipates that it will not have a change in uncertain tax positions during the next twelve months that would have a material impact on their consolidated financial statements. If necessary, the organization would accrue interest and penalties on uncertain tax positions as a component of the provision for income taxes. Management believes the organization is no longer subject to income tax examinations for years prior to 2015.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Impairment loss on investments 455,000. Amortization of investments 6,395.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Impairment loss on investments 455,000. Amortization of investments 6,395.”

Raw XML AppendixShowing 400 of 3,375 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP - DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT, ASSET MANA
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IRS990/FormationYr01988
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05348378
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06257
IRS990/InformationTechnologyGrp/ProgramServicesAmt073208
IRS990/InformationTechnologyGrp/TotalAmt079465
IRS990/InsuranceGrp/ManagementAndGeneralAmt0949
IRS990/InsuranceGrp/ProgramServicesAmt011102
IRS990/InsuranceGrp/TotalAmt012051
IRS990/InvestmentIncomeGrp/ExclusionAmt0122491
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0122491
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0390440
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0353735
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0253476
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0527388
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0488045
IRS990/LandBldgEquipCostOrOtherBssAmt0741521
IRS990/LegalDomicileStateCd0VT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0350
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF HOUSING VERMONT IS TO PRODUCE PERMANENTLY AFFORDABLE HOUSING AND ENABLE INVESTMENTS IN ECONOMIC AND COMMUNITY DEVELOPMENT TO BENEFIT VERMONTERS THROUGH PARTNERSHIPS WITH COMMUNITIES AND THE PRIVATE SECTOR.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011307163
IRS990/NetAssetsOrFundBalancesEOYAmt011916207
IRS990/NetUnrelatedBusTxblIncmAmt023000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt013373
IRS990/OccupancyGrp/ProgramServicesAmt0156454
IRS990/OccupancyGrp/TotalAmt0169827
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03012
IRS990/OfficeExpensesGrp/ProgramServicesAmt035234
IRS990/OfficeExpensesGrp/TotalAmt038246
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02621471
IRS990/OtherAssetsTotalGrp/EOYAmt01913771
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025379
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0296916
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0322295
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2NMTC THIRD PARTY
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06126
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12343
IRS990/OtherExpensesGrp/ProgramServicesAmt0455000
IRS990/OtherExpensesGrp/ProgramServicesAmt1296285
IRS990/OtherExpensesGrp/ProgramServicesAmt271669
IRS990/OtherExpensesGrp/ProgramServicesAmt327417
IRS990/OtherExpensesGrp/TotalAmt0455000
IRS990/OtherExpensesGrp/TotalAmt1296285
IRS990/OtherExpensesGrp/TotalAmt277795
IRS990/OtherExpensesGrp/TotalAmt329760
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0198
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0198
IRS990/OtherRevenueTotalAmt0198
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0128162
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01499387
IRS990/OtherSalariesAndWagesGrp/TotalAmt01627549
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04838000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03375985
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011708
IRS990/PayrollTaxesGrp/ProgramServicesAmt0136975
IRS990/PayrollTaxesGrp/TotalAmt0148683
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06494
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt075972
IRS990/PensionPlanContributionsGrp/TotalAmt082466
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051430
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt088538
IRS990/PrincipalOfficerNm0JANET SPITLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0DEVELOPMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1TAX CREDIT SYNDICATION
IRS990/ProgramServiceRevenueGrp/Desc2MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc3STATE TAX CREDITS
IRS990/ProgramServiceRevenueGrp/Desc4CONSULTING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01969308
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11810970
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2860500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3455000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt444661
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01969308
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11810970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2860500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3455000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt444661
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0227675
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0186533
IRS990/PYOtherExpensesAmt02328309
IRS990/PYOtherRevenueAmt07549
IRS990/PYProgramServiceRevenueAmt04808475
IRS990/PYRevenuesLessExpensesAmt0454742
IRS990/PYSalariesCompEmpBnftPaidAmt02447181
IRS990/PYTotalExpensesAmt04775490
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05230232
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0609045
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05140637
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0853402
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01487988
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt085250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0227675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02077250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt066940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02493415
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0122491
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0145981
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt054777
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0138500
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0135393
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0597142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05140439
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02425200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02969755
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02940708
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02695844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016171946
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0122491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0145981
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt054777
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0138500
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0135393
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0597142
IRS990ScheduleA/InvestmentIncomeCYPct00.03100
IRS990ScheduleA/InvestmentIncomePYPct00.03640
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0198
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07549
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0923
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01828
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt071
IRS990ScheduleA/OtherIncome509Grp/TotalAmt010569
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.66820
IRS990ScheduleA/PublicSupportPY509Pct00.62330
IRS990ScheduleA/PublicSupportTotal509Amt012878143
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01108133
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01209577
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0666361
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01739663
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01063484
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt05787218

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,477,630
Liabilities
$561,423
Net assets
$11,916,207
Revenue
$5,348,378
Expenses
$4,739,333
Net income
$609,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.1$4.44$23.7$9.69$0.72$8.98
2023Detailed filing. Detailed filing data is available for this year.$17.2$2.48$14.7$1.19$0.58$0.61
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$2.87$14.1$1.51$0.74$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$2.50$12.8$1.94$1.01$0.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$2.91$11.9$4.29$4.96$0.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.58$12.6$6.60$5.93$0.67
2018Detailed filing. Detailed filing data is available for this year.$12.5$0.56$11.9$5.35$4.74$0.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.55$11.3$5.23$4.78$0.45
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.34$10.9$7.27$4.92$2.35
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.78$0.28$8.50$4.85$3.77$1.08
2014Detailed filing. Detailed filing data is available for this year.$7.65$0.23$7.42$5.29$4.93$0.36
2013Detailed filing. Detailed filing data is available for this year.$8.55$1.50$7.06$4.10$3.59$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.98$2.43$6.55$5.48
2011Summary only. Only limited summary data is available for this year.$9.53$3.38$6.14$4.03$3.66$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.82$3.05$5.77$4.63