Civic Intelligence

The Aloha Foundation Inc

990 • Fiscal year 2016 • EIN 03-6016791

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization ProfileWWW.ALOHAFOUNDATION.ORG

View Organization Page

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2968 Lake Morey RoadFairlee, VT 05045

(802) 333-3400

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.12x

Higher debt load relative to assets than 33% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.47x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

80th percentile

17%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

36th percentile

$197,930

Higher top officer pay than 36% of similar nonprofits.

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

60th percentile

4.7%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-10%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$39,573,775

Up $1,788,044 (+4.7%) from 2015

Net Assets

Up

$34,725,616

Up $2,222,236 (+6.8%) from 2015

Liabilities

Down

$4,848,159

Down $434,192 (-8.2%) from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin80th percentile

Revenue

Down

$10,403,654

Down $1,173,542 (-10%) from 2015

Expenses

Up

$8,632,154

Up $101,481 (+1.2%) from 2015

Net Income

Down

$1,771,500

Down $1,275,023 (-42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$80M$60M$40M$20M$0Assets 2010: $25,095,227Liabilities 2010: $4,575,857Net Assets 2010: $20,519,3702010Assets 2011: $25,500,646Liabilities 2011: $4,830,742Net Assets 2011: $20,669,9042011Assets 2012: $28,439,605Liabilities 2012: $5,146,570Net Assets 2012: $23,293,0352012Assets 2013: $32,613,601Liabilities 2013: $4,985,886Net Assets 2013: $27,627,7152013Assets 2014: $35,302,607Liabilities 2014: $5,052,644Net Assets 2014: $30,249,9632014Assets 2015: $37,785,731Liabilities 2015: $5,282,351Net Assets 2015: $32,503,3802015Assets 2016: $39,573,775Liabilities 2016: $4,848,159Net Assets 2016: $34,725,6162016Assets 2017: $45,616,231Liabilities 2017: $5,045,485Net Assets 2017: $40,570,7462017Assets 2018: $44,310,964Liabilities 2018: $4,569,279Net Assets 2018: $39,741,6852018Assets 2019: $51,478,996Liabilities 2019: $5,482,689Net Assets 2019: $45,996,3072019Assets 2020: $49,468,810Liabilities 2020: $2,239,070Net Assets 2020: $47,229,7402020Assets 2021: $55,861,935Liabilities 2021: $3,462,903Net Assets 2021: $52,399,0322021Assets 2022: $48,157,689Liabilities 2022: $1,197,809Net Assets 2022: $46,959,8802022Assets 2023: $55,055,705Liabilities 2023: $1,386,516Net Assets 2023: $53,669,1892023Assets 2024: $60,457,562Liabilities 2024: $1,767,930Net Assets 2024: $58,689,6322024

Highlighted filing

2016

Assets$39,573,775
Liabilities$4,848,159
Net Assets$34,725,616
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,333,7322010Expenses 2011: $6,693,3062011Expenses 2012: $6,928,8752012Revenue 2013: $9,430,629Expenses 2013: $7,246,137Net Income 2013: $2,184,4922013Revenue 2014: $10,437,658Expenses 2014: $8,185,014Net Income 2014: $2,252,6442014Revenue 2015: $11,577,196Expenses 2015: $8,530,673Net Income 2015: $3,046,5232015Revenue 2016: $10,403,654Expenses 2016: $8,632,154Net Income 2016: $1,771,5002016Revenue 2017: $10,865,148Expenses 2017: $9,214,096Net Income 2017: $1,651,0522017Revenue 2018: $11,746,269Expenses 2018: $10,141,116Net Income 2018: $1,605,1532018Revenue 2019: $12,010,196Expenses 2019: $10,783,213Net Income 2019: $1,226,9832019Revenue 2020: $4,799,395Expenses 2020: $6,106,368Net Income 2020: -$1,306,9732020Revenue 2021: $11,897,602Expenses 2021: $8,836,249Net Income 2021: $3,061,3532021Revenue 2022: $13,601,476Expenses 2022: $10,541,041Net Income 2022: $3,060,4352022Revenue 2023: $12,272,069Expenses 2023: $11,582,070Net Income 2023: $689,9992023Revenue 2024: $12,308,925Expenses 2024: $11,452,171Net Income 2024: $856,7542024

Highlighted filing

2016

Revenue$10,403,654
Expenses$8,632,154
Net Income$1,771,500
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$36,874,202
Mission and Program Overview

Mission

The aloha foundation, inc. Is a non-profit educational institution with the objectives of fostering personal growth, self-reliance, self-confidence, cooperation, and a sense of community in people of all ages and backgrounds.

Operation of 4 summer resident camps, a summer day camp & a year-round outdoor education center.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,375,302$25,690,493▲ $2,315,191
Land, Buildings, and Equipment, Net$8,982,785$8,702,811▼ $279,974
Accounts Receivable$3,778,093$3,535,920▼ $242,173
Pledges and Grants Receivable$1,191,177$736,975▼ $454,202
Receivables From Officers Etc-$494,526-
Prepaid Expenses and Deferred Charges$74,192$92,731▲ $18,539
Investments Other Securities$61,671$64,425▲ $2,754
Savings and Temporary Cash Investments$33,208$16,299▼ $16,909
Inventories for Sale or Use$11,428$11,292▼ $136
Total Assets$37,785,731$39,573,775▲ $1,788,044
Other Assets Total$277,875$228,303▼ $49,572
Liabilities
Deferred Revenue$4,785,075$4,406,634▼ $378,441
Mortgage Notes Payable Secured by Investment Property$341,623$280,412▼ $61,211
Accounts Payable and Accrued Expenses$155,653$161,113▲ $5,460
Total Liabilities$5,282,351$4,848,159▼ $434,192
Net Assets / Fund Balance
Permanently Rstr Net Assets$14,884,577$16,193,220▲ $1,308,643
Unrestricted Net Assets$14,333,430$14,762,181▲ $428,751
Temporarily Rstr Net Assets$3,285,373$3,770,215▲ $484,842
Total Net Assets Fund Balance$32,503,380$34,725,616▲ $2,222,236
Total Liabilities and Net Assets / Fund Balance$37,785,731$39,573,775▲ $1,788,044

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,877,153$5,234,790$10,111,943
Other Land Buildings$3,312,698$961,557$4,274,255
Equipment$512,960$2,079,309$2,592,269

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$21,605,638$1,497,402▲ $1,073,572$678,592$23,498,020
2015$19,189,304$3,131,206▼ $17,897$696,975$21,605,638
2014$16,755,614$2,367,432▲ $951,889$514,284$19,189,304
2013$12,742,968$1,421,509▲ $2,924,915$428,625$16,755,614
2012$10,485,146$834,118▲ $1,759,514$371,889$12,742,968
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Overtree Christopher EExecutive DirectorFT$165,815$32,115$197,930
Huppee Jane PCFOFT$113,656$10,177$123,833

Board Members and Trustees

NameTitle
Ventling Emelie RPresident
Pughe Charles WVice President
Bender Jarvis Jean HTrustee
Clearwater Susan BTrustee
Cook Farah ETrustee
Dobronyi Jr Joseph BTrustee
Grayer Elizabeth LTrustee
Keeler Keith WTrustee
Mann Robert GTrustee
Michaelson Patricia aTrustee
Mogck Jennifer LTrustee
Shelawala ElizabethTrustee
Slaughter MatthewTrustee
Stolow DavidTrustee
Streeter Deborah WTrustee
Watson Andrew CTrustee
Harvard Kathleen WSecretary
Glocker Rudolph KTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,842,053
Program Service Revenue
$6,993,526
Investment Income
$1,071,668
Other Revenue
$496,407
All Other Contributions
$1,842,053
Change in Net Assets
$1,771,500

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded17$57,747Fair Market Value (FMV)
Total Noncash Contributions17$57,747-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,481,035
Revenue Not Reported on Financial Statements
$-77,381
Revenue Not Reported on Form 990
$-35,313
Other Revenue Adjustments
$-107,358
Total Revenue per Audited Statements
$10,445,722
Total Revenue per Form 990
$10,403,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,301,648
Other Expenses$3,605,268
Grants and Similar Amounts Paid$725,238
Total Fundraising Expense$247,917
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,244,703$845,040$68,526$3,158,269
Grants to Domestic Individuals$725,238--$725,238
Occupancy$622,895--$622,895
Depreciation Depletion$611,566--$611,566
Office Expenses$294,623$148,294$27,803$470,720
Other Employee Benefits$238,081$161,617$13,150$412,848
Current Officers, Directors, Trustees, and Key Employees-$262,384$59,379$321,763
Payroll Taxes$160,754$146,004$8,700$315,458
All Other Expenses$240,819$14,663$6,476$261,958
Travel$94,349$69,400$30,644$194,393
Insurance$183,675--$183,675
Fees for Services Other$19,480$77,283$144$96,907
Pension Plan Contributions$53,835$39,475-$93,310
Other Expenses$52,396$23,762$377$76,535
Advertising$58,570$1,544$3,519$63,633
Information Technology$5,611$38,036$2,758$46,405
Fees for Services Accounting-$30,504-$30,504
Fees for Service Investment Mgmnt Fees-$29,977-$29,977
Interest-$15,432-$15,432
Fees for Services Legal-$5,513-$5,513
Total Functional Expenses$6,462,603$1,921,634$247,917$8,632,154

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,632,154
Total Expenses per Audited Statements$8,223,486
Expenses per Audited Statements$8,116,128
Expenses Not Reported on Financial Statements$516,026
Other Expense Adjustments$486,049
Expenses Not Reported on Form 990$107,358
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
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$494,526-
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
Yes
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 form 990 is reviewed before filing by the audit and finance committee of the board of trustees. A copy is also provided to all board members prior to filing .”

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

“The aloha foundation, inc. Monitors and enforces compliance with the conflict of interest policy by having trustees sign statements yearly indicating any conflicts and using this information when decisions arise that could produce conflicts.”

Form 990, Part VI, Section B, Line 15

“The aloha foundation, inc. Uses abbott langer non-profit survey information as a basis for recommendations to the board of trustees' personnel committee for the executive director's salary. For key employees the same survey is used. Sometimes other camps are surveyed to look at salary ranges for key positions.”

Form 990, Part VI, Section C, Line 18

“Forms 990 and 990-t are available upon request or through guidestar”

Form 990, Part VI, Section C, Line 19

“Currently, the aloha foundation does not make its governing documents or conflict of interest policy available to the public. The financial statements are available for public viewing within the annual report on the aloha foundation website.”

Filing and Contact Details

Filer

Filer Name
The Aloha Foundation Inc
EIN
03-6016791
Phone
8023333400
Address
2968 LAKE MOREY ROAD, FAIRLEE, VT 05045

Signing Officer

Name
Christopher Overtree
Title
Executive Director
Phone
8023333400
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Overtree
Formed
1968
Legal Domicile
Vt
Voting Board Members
18
Independent Board Members
18
Employees
483
Volunteers
32

Preparer

Firm
Tyler Simms & St Sauveur CPA Pc
Address
19 MORGAN DRIVE, LEBANON, NH 03766
Preparer
James N Godfrey CPA
Phone
6036530044
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment funds are used for scholarships, for the upkeep of the property, and for the funding of staff leadership salaries.”

PART X, LINE 2:

“The foundation is exempt from tax under section 501(c)(3) of the internal revenue code and is not classified as a private foundation by the internal revenue service. The foundation adopted the accounting methods under fasb asc section 740-10 for uncertain tax positions (utp) on january 1, 2009. The utp rules prescribe a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken in an organization's tax return. The foundation believes that it has appropriate support for the tax positions taken and, as such, does not have any uncertain tax positions that might result in a material impact on the foundation's statements of financial position, activities and changes in net assets and cash flows.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Scholarship & discounts -486,049.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses -107,358.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSE 107,358.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Scholarships & discounts 486,049.”

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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/PersonNm6MOGCK JENNIFER L
IRS990/Form990PartVIISectionAGrp/PersonNm7STOLOW DAVID
IRS990/Form990PartVIISectionAGrp/PersonNm8SHELAWALA ELIZABETH
IRS990/Form990PartVIISectionAGrp/PersonNm9MANN ROBERT G
IRS990/Form990PartVIISectionAGrp/PersonNm10VENTLING EMELIE R
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAELSON PATRICIA A
IRS990/Form990PartVIISectionAGrp/PersonNm12WATSON ANDREW C
IRS990/Form990PartVIISectionAGrp/PersonNm13PUGHE CHARLES W
IRS990/Form990PartVIISectionAGrp/PersonNm14STREETER DEBORAH W
IRS990/Form990PartVIISectionAGrp/PersonNm15SLAUGHTER MATTHEW
IRS990/Form990PartVIISectionAGrp/PersonNm16CLEARWATER SUSAN B
IRS990/Form990PartVIISectionAGrp/PersonNm17GRAYER ELIZABETH L
IRS990/Form990PartVIISectionAGrp/PersonNm18HUPPEE JANE P
IRS990/Form990PartVIISectionAGrp/PersonNm19OVERTREE CHRISTOPHER E
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0509995
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt0649544
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0725238
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0725238
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt026873185
IRS990/GrossReceiptsAmt036874202
IRS990/GrossRentsGrp/RealAmt084300
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02758
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt038036
IRS990/InformationTechnologyGrp/ProgramServicesAmt05611
IRS990/InformationTechnologyGrp/TotalAmt046405
IRS990/InsuranceGrp/ProgramServicesAmt0183675
IRS990/InsuranceGrp/TotalAmt0183675
IRS990/InterestGrp/ManagementAndGeneralAmt015432
IRS990/InterestGrp/TotalAmt015432
IRS990/InventoriesForSaleOrUseGrp/BOYAmt011428
IRS990/InventoriesForSaleOrUseGrp/EOYAmt011292
IRS990/InvestmentIncomeGrp/ExclusionAmt0561673
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0561673
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt061671
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt064425
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023375302
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025690493
IRS990/IRPDocumentCnt057
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipAccumDeprecAmt08275656
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08982785
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08702811
IRS990/LandBldgEquipCostOrOtherBssAmt016978467
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt026363190
IRS990/LessRentalExpensesGrp/RealAmt0107358
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ALOHA FOUNDATION, INC. IS A NON-PROFIT EDUCATIONAL INSTITUTION WITH THE OBJECTIVES OF FOSTERING PERSONAL GROWTH, SELF-RELIANCE, SELF-CONFIDENCE, COOPERATION, AND A SENSE OF COMMUNITY IN PEOPLE OF ALL AGES AND BACKGROUNDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0341623
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0280412
IRS990/NetAssetsOrFundBalancesBOYAmt032503380
IRS990/NetAssetsOrFundBalancesEOYAmt034725616
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0509995
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0509995
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt03654
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-23058
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-26712
IRS990/NetUnrelatedBusTxblIncmAmt0-93560
IRS990/NetUnrlzdGainsLossesInvstAmt0450736
IRS990/NoncashContributionsAmt057747
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0622895
IRS990/OccupancyGrp/TotalAmt0622895
IRS990/OfficeExpensesGrp/FundraisingAmt027803
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0148294
IRS990/OfficeExpensesGrp/ProgramServicesAmt0294623
IRS990/OfficeExpensesGrp/TotalAmt0470720
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0277875
IRS990/OtherAssetsTotalGrp/EOYAmt0228303
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013150
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0161617
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0238081
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0412848
IRS990/OtherExpensesGrp/Desc0FOOD EXPENSE
IRS990/OtherExpensesGrp/Desc1OUTSIDE CONTRACTORS
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc3STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/FundraisingAmt026441
IRS990/OtherExpensesGrp/FundraisingAmt1377
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06147
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16559
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt223762
IRS990/OtherExpensesGrp/ProgramServicesAmt0559795
IRS990/OtherExpensesGrp/ProgramServicesAmt1208603
IRS990/OtherExpensesGrp/ProgramServicesAmt287610
IRS990/OtherExpensesGrp/ProgramServicesAmt352396
IRS990/OtherExpensesGrp/TotalAmt0559795
IRS990/OtherExpensesGrp/TotalAmt1241191
IRS990/OtherExpensesGrp/TotalAmt294169
IRS990/OtherExpensesGrp/TotalAmt376535
IRS990/OtherRevenueMiscGrp/BusinessCd0532000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0FACILITY RENTAL
IRS990/OtherRevenueMiscGrp/Desc1RELATED-PARTY LOAN INT
IRS990/OtherRevenueMiscGrp/ExclusionAmt06691
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0512774
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16691
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0512774
IRS990/OtherRevenueTotalAmt0519465
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt068526
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0845040
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02244703
IRS990/OtherSalariesAndWagesGrp/TotalAmt03158269
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08700
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0146004
IRS990/PayrollTaxesGrp/ProgramServicesAmt0160754
IRS990/PayrollTaxesGrp/TotalAmt0315458
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt039475
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt053835
IRS990/PensionPlanContributionsGrp/TotalAmt093310
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt014884577
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt016193220
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01191177
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0736975
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt074192
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt092731
IRS990/PrincipalOfficerNm0CHRISTOPHER OVERTREE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06605939
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1387587
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06605939
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1387587
IRS990/ProgSrvcAccomActy2Grp/Desc0ONE SUMMER CAMP SERVICED FAMILIES AND GROUPS FOR A TOTAL OF 1,533 PARTICIPANTS FOR 6,012 CAMPER DAYS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0504224
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0481583
IRS990/ProgSrvcAccomActy3Grp/Desc0A YEAR-ROUND OUTDOOR EDUCATION CENTER, SERVICED SCHOOLS, INDIVIDUAL CHILDREN, FAMILIES, ELDERS, AND OTHERS FOR A TOTAL OF 6,086 PARTICIPANTS FOR 11,677 CAMPER DAYS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0943963
IRS990/ProgSrvcAccomActy3Grp/GrantAmt075694
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0827358
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03458180
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0710175
IRS990/PYInvestmentIncomeAmt0849106
IRS990/PYOtherExpensesAmt03513835
IRS990/PYOtherRevenueAmt0484953
IRS990/PYProgramServiceRevenueAmt06784957
IRS990/PYRevenuesLessExpensesAmt03046523

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,573,775
Liabilities
$4,848,159
Net assets
$34,725,616
Revenue
$10,403,654
Expenses
$8,632,154
Net income
$1,771,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.5$1.77$58.7$12.3$11.5$0.86
2023Detailed filing. Detailed filing data is available for this year.$55.1$1.39$53.7$12.3$11.6$0.69
2022Detailed filing. Detailed filing data is available for this year.$48.2$1.20$47.0$13.6$10.5$3.06
2021Detailed filing. Detailed filing data is available for this year.$55.9$3.46$52.4$11.9$8.84$3.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.5$2.24$47.2$4.80$6.11$1.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.5$5.48$46.0$12.0$10.8$1.23
2018Detailed filing. Detailed filing data is available for this year.$44.3$4.57$39.7$11.7$10.1$1.61
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.6$5.05$40.6$10.9$9.21$1.65
2016Detailed filing. Detailed filing data is available for this year.$39.6$4.85$34.7$10.4$8.63$1.77
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$37.8$5.28$32.5$11.6$8.53$3.05
2014Detailed filing. Detailed filing data is available for this year.$35.3$5.05$30.2$10.4$8.19$2.25
2013Detailed filing. Detailed filing data is available for this year.$32.6$4.99$27.6$9.43$7.25$2.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.4$5.15$23.3$6.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.5$4.83$20.7$6.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.1$4.58$20.5$6.33
Peer Organizations

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