Civic Intelligence

The Trustees of the Cushing Academy

990 • Fiscal year 2014 • EIN 04-2104048

Jul 01, 2013 to Jun 30, 2014 • Filed on May 12, 2015

39 School StreetAshburnham, MA 01430

(978) 827-5911

Siviq Scores

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

Liabilities / Assets

55th percentile

0.36x

Higher debt load relative to assets than 55% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.96x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

49th percentile

$459,843

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

18%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Assets

Up

$101,617,004

Up $10,447,883 (+11%) from 2013

Net Assets

Up

$65,382,809

Up $12,447,807 (+24%) from 2013

Liabilities

Down

$36,234,195

Down $1,999,924 (-5.2%) from 2013

Revenue

Up

$37,811,588

Up $5,805,420 (+18%) from 2013

Expenses

Down

$30,348,784

Down $832,678 (-2.7%) from 2013

Net Income

Up

$7,462,804

Up $6,638,098 (+805%) from 2013

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2010: $84,298,125Liabilities 2010: $38,910,365Net Assets 2010: $45,387,7602010Assets 2011: $88,621,134Liabilities 2011: $38,537,650Net Assets 2011: $50,083,4842011Assets 2012: $87,038,279Liabilities 2012: $39,529,417Net Assets 2012: $47,508,8622012Assets 2013: $91,169,121Liabilities 2013: $38,234,119Net Assets 2013: $52,935,0022013Assets 2014: $101,617,004Liabilities 2014: $36,234,195Net Assets 2014: $65,382,8092014Assets 2015: $101,018,276Liabilities 2015: $36,260,713Net Assets 2015: $64,757,5632015Assets 2016: $104,759,226Liabilities 2016: $36,480,582Net Assets 2016: $68,278,6442016Assets 2017: $161,596,412Liabilities 2017: $40,204,763Net Assets 2017: $121,391,6492017Assets 2018: $164,335,375Liabilities 2018: $40,498,923Net Assets 2018: $123,836,4522018Assets 2019: $193,931,346Liabilities 2019: $37,865,401Net Assets 2019: $156,065,9452019Assets 2020: $200,657,323Liabilities 2020: $39,343,896Net Assets 2020: $161,313,4272020Assets 2021: $208,929,433Liabilities 2021: $35,789,636Net Assets 2021: $173,139,7972021Assets 2022: $228,695,316Liabilities 2022: $39,458,316Net Assets 2022: $189,237,0002022Assets 2023: $237,291,058Liabilities 2023: $40,277,716Net Assets 2023: $197,013,3422023Assets 2024: $248,517,302Liabilities 2024: $41,048,184Net Assets 2024: $207,469,1182024

Highlighted filing

2014

Assets$101,617,004
Liabilities$36,234,195
Net Assets$65,382,809

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $26,426,7022010Expenses 2011: $28,379,6752011Expenses 2012: $29,465,5302012Revenue 2013: $32,006,168Expenses 2013: $31,181,462Net Income 2013: $824,7062013Revenue 2014: $37,811,588Expenses 2014: $30,348,784Net Income 2014: $7,462,8042014Revenue 2015: $28,187,373Expenses 2015: $29,526,617Net Income 2015: -$1,339,2442015Revenue 2016: $34,860,503Expenses 2016: $30,143,017Net Income 2016: $4,717,4862016Revenue 2017: $79,717,665Expenses 2017: $30,906,122Net Income 2017: $48,811,5432017Revenue 2018: $28,690,633Expenses 2018: $29,351,910Net Income 2018: -$661,2772018Revenue 2019: $62,286,394Expenses 2019: $31,016,873Net Income 2019: $31,269,5212019Revenue 2020: $36,631,164Expenses 2020: $32,031,668Net Income 2020: $4,599,4962020Revenue 2021: $29,223,028Expenses 2021: $29,143,479Net Income 2021: $79,5492021Revenue 2022: $55,161,212Expenses 2022: $32,127,639Net Income 2022: $23,033,5732022Revenue 2023: $35,445,100Expenses 2023: $33,145,504Net Income 2023: $2,299,5962023Revenue 2024: $37,294,989Expenses 2024: $34,623,042Net Income 2024: $2,671,9472024

Highlighted filing

2014

Revenue$37,811,588
Expenses$30,348,784
Net Income$7,462,804
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$42,012,895
Mission and Program Overview

Mission

Cushing academy, founded as a coeducational boarding school in 1865, exists for students, their academic growth and their personal development. We are dedicated to educating the mind, shaping the character, and nurturing the creativity of young men and women. In a community that is academically and culturally diverse, we challenge each individual, support excellence in every aspect of the learning process, and promote active participation in all areas of life and learning. We offer a demanding college preparatory curriculum, teach skills that build confidence, and instill values that endure. Cushing academy exists for students and develops curious, creative, and confident learners and leaders.

Independent college preparatory secondary school

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$44,368,800$43,300,456▼ $1,068,344
Investments Other Securities$32,557,195$37,666,909▲ $5,109,714
Cash and Non-Interest-Bearing Accounts$6,858,444$13,715,248▲ $6,856,804
Accounts Receivable$700,595$799,775▲ $99,180
Savings and Temporary Cash Investments$634,993$799,326▲ $164,333
Prepaid Expenses and Deferred Charges$488,830$645,300▲ $156,470
Pledges and Grants Receivable$767,772$448,332▼ $319,440
Investments in Publicly Traded Securities$101,529--
Inventories for Sale or Use$47,781$31,589▼ $16,192
Total Assets$91,169,121$101,617,004▲ $10,447,883
Other Assets Total$4,643,182$4,210,069▼ $433,113
Liabilities
Tax Exempt Bond Liabilities$22,660,000$22,025,000▼ $635,000
Deferred Revenue$10,787,773$9,720,961▼ $1,066,812
Other Liabilities$3,660,597$3,331,720▼ $328,877
Accounts Payable and Accrued Expenses$1,115,749$1,154,514▲ $38,765
Mortgage Notes Payable Secured by Investment Property$10,000$2,000▼ $8,000
Total Liabilities$38,234,119$36,234,195▼ $1,999,924
Net Assets / Fund Balance
Permanently Rstr Net Assets$23,061,133$32,220,809▲ $9,159,676
Unrestricted Net Assets$17,502,680$18,117,455▲ $614,775
Temporarily Rstr Net Assets$12,371,189$15,044,545▲ $2,673,356
Total Net Assets Fund Balance$52,935,002$65,382,809▲ $12,447,807
Total Liabilities and Net Assets / Fund Balance$91,169,121$101,617,004▲ $10,447,883

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$32,264,120$23,625,795$55,889,915
Equipment$2,857,842$10,954,341$13,812,183
Land$8,008,869-$8,008,869
Other Land Buildings$169,625-$169,625
Other Securities$27,463--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$32,658,724$9,157,984▲ $5,390,254$2,745,263$44,461,699
2012$28,556,408$1,848,461▲ $4,021,918$1,768,063$32,658,724
2011$29,193,521$1,831,481▼ $289,756$2,178,838$28,556,408
2010$24,805,849$1,830,661▲ $4,389,838$1,832,827$29,193,521
2009$21,906,302$2,229,962▲ $2,343,586$1,342,751$24,805,849
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James TracyFormer Headmaster-$169,669$290,174$459,843
Seamus CollinsVP of DevelopmentFT$302,247$50,602$352,849
Catherine PollockAssistant Head of SchoolFT$229,034$75,529$304,563
Joseph McpeakCFOFT$182,427$34,368$216,795
Christopher TorinoHeadmaster (from Jul. 2013)FT$145,502$44,755$190,257
Melanie ConnorsDean of Enrollment ServicesFT$142,852$24,776$167,628
Robert MaciociCo-dean of StudentsFT$136,877$29,669$166,546
Barry ConnorsCo-dean of StudentsFT$136,717$29,677$166,394
Susan CarlisleDean of AcademicsFT$135,898$30,387$166,285
CAITLIN O'BRIENDevelopment DirectorFT$120,791$23,325$144,116

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Aramark CorporationDining Services-$2,712,114
Roy Bros Oil And PropaneHeating, Oil, Propane & Repair Services-$884,110
City Line Paving INCConstruction Services - Paving-$222,040
Wilson Bus LinesCharter Bus Services-$193,270
Apollo SecuritySecurity Services-$179,258
Revenue and Support

Revenue Composition

Contributions and Grants
$11,356,532
Program Service Revenue
$25,251,787
Investment Income
$725,896
Other Revenue
$477,373
All Other Contributions
$11,340,032
Change in Net Assets
$7,462,804

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$271,266Fair Market Value
Total Noncash Contributions5$271,266-

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,291,461
Revenue Not Reported on Financial Statements
$-479,873
Revenue Not Reported on Form 990
$232,040
Other Revenue Adjustments
$-479,873
Total Revenue per Audited Statements
$38,523,501
Total Revenue per Form 990
$37,811,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,581,828
Other Expenses$12,013,993
Grants and Similar Amounts Paid$4,752,963
Total Fundraising Expense$1,451,688
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,198,468$2,510,447$549,157$9,258,072
Grants to Domestic Individuals$4,752,963--$4,752,963
Occupancy$2,457,570$50,428-$2,507,998
Depreciation Depletion$2,012,021--$2,012,021
Other Employee Benefits$874,867$519,416$108,614$1,502,897
All Other Expenses$680,729$766,352-$1,447,081
Interest-$938,937-$938,937
Current Officers, Directors, Trustees, and Key Employees-$683,636$230,316$913,952
Pension Plan Contributions$531,417$263,095$46,147$840,659
Payroll Taxes$452,483$237,687$47,505$737,675
Fees for Services Other$28,060$65,585$272,344$365,989
Comp Disqual Persons-$328,573-$328,573
Information Technology$75,502$181,250$5,659$262,411
Insurance$174,295$56,274-$230,569
Advertising$935$126,587$93,755$221,277
Travel$39,009$103,565$73,454$216,028
Other Expenses$200,283--$200,283
Fees for Services Legal-$150,525-$150,525
Office Expenses$39,101$50,825$24,737$114,663
Fees for Service Investment Mgmnt Fees-$82,149-$82,149
Fees for Services Accounting-$81,499-$81,499
Total Functional Expenses$21,700,266$7,196,830$1,451,688$30,348,784

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$30,348,784
Total Expenses per Audited Statements$26,075,694
Expenses per Audited Statements$25,595,821
Expenses Not Reported on Financial Statements$4,752,963
Other Expense Adjustments$4,752,963
Expenses Not Reported on Form 990$479,873
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,871
Fundraising Direct Expenses$13,421
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$34,371$17,871-$17,871
Total Events$34,371$17,871$13,421$4,450
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interest Rate Swap Agreement$3,176,434
Charitable Gift Annuity$155,286

Bond Issues

BondIssuerIssuedIssue PricePurpose
A04-21040482004-03-04$27,000,000Construction and/or renovations of buidlings

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$27,000,000-$4,975,000$675,000

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
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The final draft will be reviewed by the audit committee, a standing committee of the board of trustees. The committee will review the return in detail and make a presentation to the entire board of trustees. The return will then be filed in a timely basis.

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

Officers, key employees and all board members are required annually to complete an annual disclosure and conflict of interest form. If any conflict exists the board members and employees are not allowed input on issues that would raise the conflict of interest.

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

The board contracts with a consulting firm that reviews peer schools 990's, conducts surveys and reports their findings to the board. This formal process is undertaken periodically (last completed in march 2013). In the interim years the compensation committee (an ad hoc committee of the board) reviews peer schools 990's and other available data.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, form 990, and financial statements available to the public upon request for the same period of disclosure as set forth in section 6104(d). In addition the form 990 is available via guidestar and the massachusetts attorney general's website.

Filing and Contact Details

Filer

EIN
04-2104048
Phone
9788275911

Signing Officer

Name
Mcgladrey Llp
Title
CFO
Phone
9788275911
Signed
2015-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Torino
Formed
1865
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
15
Employees
261
Volunteers
100

Preparer

Preparer
Lynne Johnson
Phone
6179129000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in fair value of split interest agreement: 1,692. Change in fair value of interest rate swap agreements: 320,645.

Financial Statement Notes

PART V, LINE 4:

To provide financial assistance to worthy individuals/students desiring to attend cushing academy. In addition, the funds provide funding to visual and/or performing arts funding, or for athletics or general academic purposes.

PART X, LINE 2:

The academy follows fasb asc 740, "income taxes", which clarifies the accounting for uncertainty in income taxes by prescribing the recognition threshold a tax position is required to meet before being recognized in the financial statements. The academy recognizes a tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities. Management evaluated the academy's tax positions and concluded that the academy had no material uncertainties in income taxes as of june 30, 2014 and 2013. The academy is no longer subject to income tax examinations by the u.s., federal, state, or local tax authorities for fiscal years before 2011. The academy will account for interest and penalties related to uncertain tax positions, if any, as part of tax expense.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Financial aid netted with revenue on audited financial statements -4,752,963. Change in fair value of interest rate swap agreements 320,645. Change in fair value of split interest agreements 1,692.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Special events expense included in form 990, part viii, line 8b -13,421. Cost of goods sold reported on form 990, part viii, line 10b -466,452.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special events expense included in form 990, part viii, line 8b 13,421. Cost of goods sold reported on form 990, part viii, line 10b 466,452.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial aid netted with revenue on audited financial statements 4,752,963.

Raw XML AppendixShowing 400 of 1,002 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/Desc0TRADITION, CHALLENGE AND EDUCATIONAL OPPORTUNITY FOR STUDENTS ACROSS THE COUNTRY AND AROUND THE WORLD IN WHICH TO EXPERIENCE GROWTH, SUPPORT AND SUCCESS THAT FLOURISH WITHIN THE COMMUNITY. CUSHING ACADEMY HAS 457 STUDENTS: 380 BOARD 77 DAYS. IN ADDITION, THE ACADEMY HAS 67 FULL TIME TEACHING FACULTIES.
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IRS990/Form990PartVIISectionAGrp/PersonNm1MARC A BINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK S CASADY
IRS990/Form990PartVIISectionAGrp/PersonNm3MELISSA IRVING CHRISTENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUGLAS R DUBIEL
IRS990/Form990PartVIISectionAGrp/PersonNm5JEREMY A DUFFY
IRS990/Form990PartVIISectionAGrp/PersonNm6KRISTEN KELLY FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD J HARRINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm8IBRADLEY HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9THEODORE L IORIO
IRS990/Form990PartVIISectionAGrp/PersonNm10JOSEPH MAREZILLI
IRS990/Form990PartVIISectionAGrp/PersonNm11PETER A SNYDER
IRS990/Form990PartVIISectionAGrp/PersonNm12VERNON R TATE
IRS990/Form990PartVIISectionAGrp/PersonNm13SCOTT D WHITNEY
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBERT A YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTOPHER TORINO
IRS990/Form990PartVIISectionAGrp/PersonNm16JOSEPH MCPEAK
IRS990/Form990PartVIISectionAGrp/PersonNm17DONALD IRVING
IRS990/Form990PartVIISectionAGrp/PersonNm18CATHERINE POLLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm19SEAMUS COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm20MELANIE CONNORS
IRS990/Form990PartVIISectionAGrp/PersonNm21SUSAN CARLISLE
IRS990/Form990PartVIISectionAGrp/PersonNm22ROBERT MACIOCI
IRS990/Form990PartVIISectionAGrp/PersonNm23BARRY CONNORS
IRS990/Form990PartVIISectionAGrp/PersonNm24CAITLIN O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm25JAMES TRACY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15HEADMASTER (FROM JUL. 2013)
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASSISTANT HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20DEAN OF ENROLLMENT SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt21DEAN OF ACADEMICS
IRS990/Form990PartVIISectionAGrp/TitleTxt22CO-DEAN OF STUDENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt23CO-DEAN OF STUDENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt24DEVELOPMENT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25FORMER HEADMASTER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01865
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfGoverningBodyInd01
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IRS990/MissionDesc0CUSHING ACADEMY, FOUNDED AS A COEDUCATIONAL BOARDING SCHOOL IN 1865, EXISTS FOR STUDENTS, THEIR ACADEMIC GROWTH AND THEIR PERSONAL DEVELOPMENT. WE ARE DEDICATED TO EDUCATING THE MIND, SHAPING THE CHARACTER, AND NURTURING THE CREATIVITY OF YOUNG MEN AND WOMEN. IN A COMMUNITY THAT IS ACADEMICALLY AND CULTURALLY DIVERSE, WE CHALLENGE EACH INDIVIDUAL, SUPPORT EXCELLENCE IN EVERY ASPECT OF THE LEARNING PROCESS, AND PROMOTE ACTIVE PARTICIPATION IN ALL AREAS OF LIFE AND LEARNING. WE OFFER A DEMANDING COLLEGE PREPARATORY CURRICULUM, TEACH SKILLS THAT BUILD CONFIDENCE, AND INSTILL VALUES THAT ENDURE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02000
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IRS990/NetAssetsOrFundBalancesEOYAmt065382809
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0117
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0117
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt04450
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04450
IRS990/NetIncomeOrLossGrp/ExclusionAmt0138030
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt057738
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-80292
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04662666
IRS990/NoncashContributionsAmt0271266
IRS990/NondeductibleContributionsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$249$41.0$207$37.3$34.6$2.67
2023Detailed filing. Detailed filing data is available for this year.$237$40.3$197$35.4$33.1$2.30
2022Detailed filing. Detailed filing data is available for this year.$229$39.5$189$55.2$32.1$23.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$209$35.8$173$29.2$29.1$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$201$39.3$161$36.6$32.0$4.60
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$194$37.9$156$62.3$31.0$31.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$164$40.5$124$28.7$29.4$0.66
2017Detailed filing. Detailed filing data is available for this year.$162$40.2$121$79.7$30.9$48.8
2016Detailed filing. Detailed filing data is available for this year.$105$36.5$68.3$34.9$30.1$4.72
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$36.3$64.8$28.2$29.5$1.34
2014Detailed filing. Detailed filing data is available for this year.$102$36.2$65.4$37.8$30.3$7.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.2$38.2$52.9$32.0$31.2$0.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.0$39.5$47.5$29.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.6$38.5$50.1$28.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.3$38.9$45.4$26.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $100M-$250M nonprofits