Civic Intelligence

Cancer Navigators Inc.

990 • Fiscal year 2021 • EIN 03-0397867

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

P O Box 233 304 Turner Mccall BlvdRome, GA 30162-0233

(706) 509-5040

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

86th percentile

49%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

100th percentile

$480,421

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 188.6% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

80th percentile

47%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

46%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$390,046

Up $124,899 (+47%) from 2020

Net Assets

Up

$390,046

Up $125,389 (+47%) from 2020

Liabilities

Down

$0

Down $490 (-100%) from 2020

Revenue

Up

$254,735

Up $80,289 (+46%) from 2020

Expenses

Up

$129,346

Up $5,639 (+4.6%) from 2020

Net Income

Up

$125,389

Up $74,650 (+147%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2010: $79,758Liabilities 2010: $0Net Assets 2010: $79,7582010Assets 2011: $65,822Liabilities 2011: $0Net Assets 2011: $65,8222011Assets 2012: $79,622Liabilities 2012: $0Net Assets 2012: $79,6222012Assets 2013: $76,433Liabilities 2013: $0Net Assets 2013: $76,4332013Assets 2014: $143,371Liabilities 2014: $0Net Assets 2014: $143,3712014Assets 2015: $391,835Liabilities 2015: $118,806Net Assets 2015: $273,0292015Assets 2016: $241,946Liabilities 2016: $61,500Net Assets 2016: $180,4462016Assets 2017: $180,476Liabilities 2017: $202,646Net Assets 2017: -$22,1702017Assets 2018: $135,484Liabilities 2018: $308,954Net Assets 2018: -$173,4702018Assets 2019: $213,918Liabilities 2019: $0Net Assets 2019: $213,9182019Assets 2020: $265,147Liabilities 2020: $490Net Assets 2020: $264,6572020Assets 2021: $390,046Liabilities 2021: $0Net Assets 2021: $390,0462021Assets 2022: $466,974Liabilities 2022: $0Net Assets 2022: $466,9742022Assets 2023: $533,567Liabilities 2023: $0Net Assets 2023: $533,5672023Assets 2024: $611,512Liabilities 2024: $0Net Assets 2024: $611,5122024

Highlighted filing

2021

Assets$390,046
Liabilities$0
Net Assets$390,046

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $237,889Expenses 2010: $300,948Net Income 2010: -$63,0592010Expenses 2011: $343,1642011Expenses 2012: $343,4092012Revenue 2013: $366,622Expenses 2013: $369,811Net Income 2013: -$3,1892013Revenue 2014: $394,420Expenses 2014: $327,482Net Income 2014: $66,9382014Revenue 2015: $267,342Expenses 2015: $243,117Net Income 2015: $24,2252015Revenue 2016: $116,105Expenses 2016: $262,640Net Income 2016: -$146,5352016Revenue 2017: $84,485Expenses 2017: $282,609Net Income 2017: -$198,1242017Revenue 2018: $132,577Expenses 2018: $258,417Net Income 2018: -$125,8402018Revenue 2019: $235,371Expenses 2019: $138,551Net Income 2019: $96,8202019Revenue 2020: $174,446Expenses 2020: $123,707Net Income 2020: $50,7392020Revenue 2021: $254,735Expenses 2021: $129,346Net Income 2021: $125,3892021Revenue 2022: $233,763Expenses 2022: $156,835Net Income 2022: $76,9282022Revenue 2023: $246,843Expenses 2023: $180,250Net Income 2023: $66,5932023Revenue 2024: $284,637Expenses 2024: $206,692Net Income 2024: $77,9452024

Highlighted filing

2021

Revenue$254,735
Expenses$129,346
Net Income$125,389
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$260,106
Mission and Program Overview

Mission

The organization provides education, counseling, and access to resources for cancer patients to help them ease difficult emotions and maintain a sense of control over their diagnosis and treatment.

Cancer navigators (cn) serves as a complement to the medical expertise of cancer care providers by guiding those affected by cancer toward a better understanding of diagnosis and care while connecting them with needed resources in their journey - free of charge. Each patient's needs are assessed, and navigators develop personalized plans to address the physical, emotional, financial, and social side effects of cancer.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$249,547$389,446▲ $139,899
Prepaid Expenses and Deferred Charges$15,000--
Pledges and Grants Receivable$600$600→ $0
Total Assets$265,147$390,046▲ $124,899
Liabilities
Other Liabilities$490--
Total Liabilities$490$0▼ $490
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$264,657$390,046▲ $125,389
Total Net Assets Fund Balance$264,657$390,046▲ $125,389
Total Liabilities and Net Assets / Fund Balance$265,147$390,046▲ $124,899

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$28,149$24,255-$52,404-
2019$7,500$29,950-$9,301$28,149
2018$225$7,500-$225$7,500
2017$6,300$780-$6,855$225
Compensation and Service Providers

Employees

NameTitleOtherTotal
Allen StephensDirector$146,049$146,049
Lauren AdamsFdn Exec Director$143,017$143,017

Board Members and Trustees

NameTitle
Dan SweitzerChair/exec D
Aimee GriffinDirector
Ann KnightDirector
Ansley RiceDirector
Gregory HarrisDirector
Jj Walker SeifertDirector
Matthew Mumber MdDirector
Mimi WeedDirector
Molly Kelly SteevesDirector
Thad WattersDirector
Lee WalburnDirector- Le
Sheila Bennett HornerDirector-lef
Clarice CableInterim CFO
Reed BiggersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$260,106
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-5,371
All Other Contributions
$260,106
Change in Net Assets
$125,389

Audited Revenue Reconciliation

Revenue per Audited Statements
$254,735
Revenue Not Reported on Form 990
$164,830
Total Revenue per Audited Statements
$419,565
Total Revenue per Form 990
$254,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,791
Grants and Similar Amounts Paid$14,555
Total Fundraising Expense$3,399
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$69,071--$69,071
Office Expenses$10,334$2,095$3,243$15,672
Depreciation Depletion-$15,000-$15,000
Grants to Domestic Individuals$14,555--$14,555
Fees for Services Accounting-$11,100-$11,100
Insurance-$2,507-$2,507
Other Expenses$236$67$64$131
Travel-$126-$126
Total Functional Expenses$94,820$31,127$3,399$129,346

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$294,176
Expenses Not Reported on Form 990$164,830
Expenses per Audited Statements$129,346
Total Expenses per Form 990$129,346
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,371
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Thad WattersDirectorBanking RelationshipNo$389,446
Denise PowersSpouse/bd MbrConsultingNo$69,041
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Effective november 1, 2015, the organization entered into a management and support services agreement with fhmi, the sole member. Under this agreement, fhmi manages the daily operations of the organization, including such services as purchasing, accounting and all other financial functions. Fhmi staff additionally oversee and supervise the organization's employees, create and implement an annual budget, ensure compliance with applicable laws and regulations, procure appropriate insurance coverage, and procure the services of floyd healthcare foundation staff to assist in fundraising activities.

Form 990, Page 6, Part VI, Line 6

The organization's sole member is floyd healthcare management, inc. (fhmi).

Form 990, Page 6, Part VI, Line 7A

The sole member, fhmi, has the authority to appoint and remove all directors of the board.

Form 990, Page 6, Part VI, Line 7B

Prior to any significant actions (such as dissolution; revision, amendment or restatement of bylaws; amendment of articles of incorporation) by the board directors, the sole member must approve and adopt such actions.

Form 990, Page 6, Part VI, Line 11B

The executive director and board treasurer review the form 990 in detail prior to filing with the internal revenue service. The form 990 is available to all board directors upon request.

Form 990, Page 6, Part VI, Line 19

Governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Cancer Navigators Inc
EIN
03-0397867
Phone
7065095040
Address
P O BOX 233 304 TURNER MCCALL BLVD, ROME, GA 30162-0233

Signing Officer

Name
Dan Sweitzer
Title
Chair/exec Directr
Phone
7062954119
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Sweitzer
Formed
2002
Legal Domicile
Ga
Voting Board Members
12
Independent Board Members
8
Employees
0

Preparer

Firm
Draffin & Tucker Llp
Address
PO BOX 71309, ALBANY, GA 31708-1309
Preparer
William Edward Phillips
Phone
2298837878
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract labor 69,071 0 0

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Net assets with donor restrictions are held for the purchase of gas cards for cancer patients and support for the ithrive program. During 2021, the full amount of restricted funds were used for the purpose for which they were restricted.

Schedule D, Page 3, Part X

Cancer navigators, inc., is a not-for-profit corporation that has been recognized as tax-exempt pursuant to section 501(c)(3) of the internal revenue code. Cancer navigators, inc., applies accounting policies that prescribe when to recognize and how to measure the financial statement effects of income tax positions taken or expected to be taken on its income tax returns. These rules require management to evaluate the likelihood that, upon examination by the relevant taxing jurisdictions, those income tax positions would be sustained. Based on that evaluation, cancer navigators, inc., only recognizes the maximum benefit of each income tax position that is more than 50% likely of being sustained. To the extent that all or a portion of the benefits of an income tax position are not recognized, a liability would be recognized for the unrecognized benefits, along with any interest and penalties that would result from disallowance of the position. Should any such penalties and interest be incurred, they would be recognized as operating expenses. Based on the results of management's evaluation, no liability is recognized in the accompanying statement of financial position for unrecognized income tax positions. Further, no interest or penalties have been accrued or charged to expense as of december 31, 2021 and 2020 or for the years then ended. Cancer navigators, inc.'s tax returns are subject to possible examination by the taxing authorities. For federal income tax purposes, the tax returns essentially remain open for possible examination for a period of three years after the respective filing deadlines of those returns.

Schedule D, Page 4, Part XI, Line 4B

Fundraising event expenses 0

Schedule D, Page 4, Part XII, Line 2D

Fundraising event expenses 0

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IRS990/MissionDesc0THE ORGANIZATION PROVIDES EDUCATION, COUNSELING, AND ACCESS TO RESOURCES FOR CANCER PATIENTS TO HELP THEM EASE DIFFICULT EMOTIONS AND MAINTAIN A SENSE OF CONTROL OVER THEIR DIAGNOSIS AND TREATMENT.
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IRS990/OtherExpensesGrp/Desc2BAD DEBT
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IRS990/PrincipalOfficerNm0DAN SWEITZER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION NAVIGATION PROVIDES SMALL GROUP SESSIONS AND RETREATS FOCUSING ON A FULL RANGE OF POSITIVE BEHAVIORS THAT MAY EFFECT CLINICAL OUTCOMES. A VARIETY OF EDUCATIONAL PROGRAMS AND INFORMATION CENTERED ON PREVENTION AND DEMYSTIFICATION OF TREATMENT ARE ALSO AVAILABLE TO THE PUBLIC, OFTEN IN COLLABORATION WITH OUR COMMUNITY PARTNERS.
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IRS990ScheduleA/PublicSupportPY170Pct00.82560
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IRS990ScheduleA/TotalSupportAmt0884349
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt034378
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt067319
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt024255
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07500
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06300
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0780
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0225
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt06855
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0164830
IRS990ScheduleD/DonatedServicesUseFcltsAmt0164830
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt0164830
IRS990ScheduleD/RevenueSubtotalAmt0254735
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NET ASSETS WITH DONOR RESTRICTIONS ARE HELD FOR THE PURCHASE OF GAS CARDS FOR CANCER PATIENTS AND SUPPORT FOR THE ITHRIVE PROGRAM. DURING 2021, THE FULL AMOUNT OF RESTRICTED FUNDS WERE USED FOR THE PURPOSE FOR WHICH THEY WERE RESTRICTED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CANCER NAVIGATORS, INC., IS A NOT-FOR-PROFIT CORPORATION THAT HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CANCER NAVIGATORS, INC., APPLIES ACCOUNTING POLICIES THAT PRESCRIBE WHEN TO RECOGNIZE AND HOW TO MEASURE THE FINANCIAL STATEMENT EFFECTS OF INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON ITS INCOME TAX RETURNS. THESE RULES REQUIRE MANAGEMENT TO EVALUATE THE LIKELIHOOD THAT, UPON EXAMINATION BY THE RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THAT EVALUATION, CANCER NAVIGATORS, INC., ONLY RECOGNIZES THE MAXIMUM BENEFIT OF EACH INCOME TAX POSITION THAT IS MORE THAN 50% LIKELY OF BEING SUSTAINED. TO THE EXTENT THAT ALL OR A PORTION OF THE BENEFITS OF AN INCOME TAX POSITION ARE NOT RECOGNIZED, A LIABILITY WOULD BE RECOGNIZED FOR THE UNRECOGNIZED BENEFITS, ALONG WITH ANY INTEREST AND PENALTIES THAT WOULD RESULT FROM DISALLOWANCE OF THE POSITION. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, THEY WOULD BE RECOGNIZED AS OPERATING EXPENSES. BASED ON THE RESULTS OF MANAGEMENT'S EVALUATION, NO LIABILITY IS RECOGNIZED IN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION FOR UNRECOGNIZED INCOME TAX POSITIONS. FURTHER, NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE AS OF DECEMBER 31, 2021 AND 2020 OR FOR THE YEARS THEN ENDED. CANCER NAVIGATORS, INC.'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL INCOME TAX PURPOSES, THE TAX RETURNS ESSENTIALLY REMAIN OPEN FOR POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EVENT EXPENSES 0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EVENT EXPENSES 0
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleD/TotalRevenuePerForm990Amt0254735
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0419565
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0294176
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014555
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MASSAGES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1NUTRITION COUNSELING
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2NEED BASED TRANSPORTATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0582
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL CN PATIENTS PROVIDE MEDICAL RECORDS AND PROOF OF HOUSEHOLD INCOME TO DETERMINE QUALIFYING SERVICES. TRANSPORTATION ASSISTANCE - ONE TIME 25 GAS CARD OR 22 BUS VOUCHER IS PROVIDED TO CANCER PATIENTS IN NEED OF TRANSPORTATION ASSISTANCE TO TREATMENT. NUTRITION COUNSELING - ONE SESSION WITH A LICENSED DIETITIAN TO DISCUSS BEST FOODS TO EAT AND THOSE TO AVOID WHILE UNDERGOING CANCER TREATMENT. MASSAGES - ONE COMPLIMENTARY MASSAGE WITH A THERAPIST WHO SPECIALIZES IN MASSAGES FOR CANCER PATIENTS; REQUIRES ONCOLOGIST'S REFERRAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CLARICE CABLE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1AIMEE GRIFFIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0INTERIM CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DIRECTOR
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1190830
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION RELIES ON METHODS USED BY FHMI, THE SOLE MEMBER, TO ESTABLISH COMPENSATION FOR ALL OFFICERS. NONE OF THE OFFICERS ARE COMPENSATED BY THE FILING ORGANIZATION.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1CLARICE CABLE 0 13,048 0
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2BONUSES/INCENTIVE PAY ALL MEMBERS OF THE EXECUTIVE TEAM FOR FHMI PARTICIPATE IN AN INCENTIVE COMPENSATION PLAN UNDER WHICH ANNUAL YEAR-END BONUSES ARE PAID BASED ON INDIVIDUAL AND CORPORATE-WIDE ACHIEVEMENT OF SPECIFIC GOALS AND OBJECTIVES. ONE OF THE GOALS RELATES TO THE RELATED ORGANIZATION'S NET INCOME. THE BONUSES ARE AWARDED ON A CASH-BASED SYSTEM.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE J, PAGE 1, PART I, LINE 4
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE J, PART III
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0DENISE POWERS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1THAD WATTERS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SPOUSE/BD MBR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt069041
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1389446
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSULTING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1BANKING RELATIONSHIP
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THAD WATTERS IS A BOARD MEMBER OF HERITAGE FIRST BANK AND CURRENTLY SERVES AS THE CHAIRMAN OF THE HERITAGE FIRST BANK ALCO COMMITTEE. THE FILING ORGANIZATION UTILIZES THE BANKING SERVICES OF HERITAGE FIRST BANK. THE AMOUNT ABOVE REFLECTS TOTAL FEES AND BALANCES AT 12/31/21 FOR THE FILING ORGANIZATION. DENISE POWERS, THE WIFE OF THE ORGANIZATION'S EXECUTIVE DIRECTOR DAN SWEITZER, IS OWNER OF A CONSULTING BUSINESS WHICH DOES SOCIAL WORK FOR THE ORGANIZATION.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.12$0.00$6.12$2.85$2.07$0.78
2023Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$2.47$1.80$0.67
2022Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$2.34$1.57$0.77
2021Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$2.55$1.29$1.25
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$1.74$1.24$0.51
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$2.35$1.39$0.97
2018Detailed filing. Detailed filing data is available for this year.$1.35$3.09$1.73$1.33$2.58$1.26
2017Detailed filing. Detailed filing data is available for this year.$1.80$2.03$0.22$0.84$2.83$1.98
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.62$1.80$1.16$2.63$1.47
2015Detailed filing. Detailed filing data is available for this year.$3.92$1.19$2.73$2.67$2.43$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$3.94$3.27$0.67
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$3.67$3.70$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$3.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$3.43
2010Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$2.38$3.01$0.63