Civic Intelligence

Carleton Willard Homes Inc.

990 • Fiscal year 2019 • EIN 04-2105844

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileWWW.CWVILLAGE.ORG

View Organization Page

100 Old Billerica RoadBedford, MA 01730

(781) 275-8700

Siviq Scores

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

Liabilities / Assets

81st percentile

0.69x

Higher debt load relative to assets than 81% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

1.56x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

21st percentile

-4.3%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$437,559

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

42nd percentile

2.7%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

1.9%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$74,802,826

Up $1,995,105 (+2.7%) from 2018

Net Assets

Up

$23,032,503

Up $1,736,241 (+8.2%) from 2018

Liabilities

Up

$51,770,323

Up $258,864 (+0.5%) from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin21st percentile

Revenue

Up

$33,269,776

Up $607,412 (+1.9%) from 2018

Expenses

Up

$34,715,768

Up $858,553 (+2.5%) from 2018

Net Income

Down

-$1,445,992

Down $251,141 (-21%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$100M$50M$0Assets 2010: $61,830,308Liabilities 2010: $40,555,166Net Assets 2010: $21,275,1422010Assets 2011: $60,477,051Liabilities 2011: $40,310,632Net Assets 2011: $20,166,4192011Assets 2012: $62,620,118Liabilities 2012: $41,015,289Net Assets 2012: $21,604,8292012Assets 2013: $65,479,830Liabilities 2013: $42,348,664Net Assets 2013: $23,131,1662013Assets 2014: $66,652,653Liabilities 2014: $42,116,363Net Assets 2014: $24,536,2902014Assets 2015: $64,523,536Liabilities 2015: $40,996,173Net Assets 2015: $23,527,3632015Assets 2016: $67,650,445Liabilities 2016: $44,088,513Net Assets 2016: $23,561,9322016Assets 2017: $74,341,289Liabilities 2017: $49,500,815Net Assets 2017: $24,840,4742017Assets 2018: $72,807,721Liabilities 2018: $51,511,459Net Assets 2018: $21,296,2622018Assets 2019: $74,802,826Liabilities 2019: $51,770,323Net Assets 2019: $23,032,5032019Assets 2020: $78,162,573Liabilities 2020: $54,870,209Net Assets 2020: $23,292,3642020Assets 2021: $84,483,009Liabilities 2021: $57,036,834Net Assets 2021: $27,446,1752021Assets 2022: $79,643,744Liabilities 2022: $59,625,160Net Assets 2022: $20,018,5842022Assets 2023: $85,282,808Liabilities 2023: $61,514,856Net Assets 2023: $23,767,9522023Assets 2024: $94,652,564Liabilities 2024: $63,054,026Net Assets 2024: $31,598,5382024

Highlighted filing

2019

Assets$74,802,826
Liabilities$51,770,323
Net Assets$23,032,503
Open 2019 Filing

Operations Trend

Revenue Growth43rd percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $25,643,1532010Expenses 2011: $26,462,6992011Expenses 2012: $27,304,1142012Revenue 2013: $28,140,792Expenses 2013: $28,435,487Net Income 2013: -$294,6952013Revenue 2014: $31,308,968Expenses 2014: $29,454,512Net Income 2014: $1,854,4562014Revenue 2015: $30,342,989Expenses 2015: $30,471,087Net Income 2015: -$128,0982015Revenue 2016: $30,543,619Expenses 2016: $31,196,149Net Income 2016: -$652,5302016Revenue 2017: $32,591,488Expenses 2017: $32,928,383Net Income 2017: -$336,8952017Revenue 2018: $32,662,364Expenses 2018: $33,857,215Net Income 2018: -$1,194,8512018Revenue 2019: $33,269,776Expenses 2019: $34,715,768Net Income 2019: -$1,445,9922019Revenue 2020: $35,765,902Expenses 2020: $36,391,059Net Income 2020: -$625,1572020Revenue 2021: $38,647,048Expenses 2021: $37,778,931Net Income 2021: $868,1172021Revenue 2022: $37,934,919Expenses 2022: $40,466,272Net Income 2022: -$2,531,3532022Revenue 2023: $41,197,489Expenses 2023: $41,632,017Net Income 2023: -$434,5282023Revenue 2024: $44,827,334Expenses 2024: $42,756,846Net Income 2024: $2,070,4882024

Highlighted filing

2019

Revenue$33,269,776
Expenses$34,715,768
Net Income-$1,445,992
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$63,518,801
Mission and Program Overview

Mission

Continuing the legacy from 1884, carleton-willard has been a respected and progressive leader in providing comprehensive services and support for older adults. We provide outstanding facilities and services, a caring and dedicated staff and an active and vibrant community built in collaboration with those we serve.

Carleton-willard village is a continuing care retirement community offering a complete range of services from residential living apartments and cluster homes to supportive care, skilled nursing and rehabilitation services in a community of over 300 residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$36,586,809$35,875,003▼ $711,806
Investments in Publicly Traded Securities$29,353,467$32,919,709▲ $3,566,242
Savings and Temporary Cash Investments$2,789,995$3,303,527▲ $513,532
Accounts Receivable$1,834,236$1,672,265▼ $161,971
Prepaid Expenses and Deferred Charges$433,009$606,311▲ $173,302
Investments Other Securities$117,956$134,776▲ $16,820
Inventories for Sale or Use$40,496$23,765▼ $16,731
Cash and Non-Interest-Bearing Accounts$2,300$2,300→ $0
Total Assets$72,807,721$74,802,826▲ $1,995,105
Other Assets Total$1,649,453$265,170▼ $1,384,283
Liabilities
Deferred Revenue$27,775,318$30,690,314▲ $2,914,996
Tax Exempt Bond Liabilities$12,347,582$16,123,365▲ $3,775,783
Unsecured Notes Loans Payable$5,770,740$0▼ $5,770,740
Accounts Payable and Accrued Expenses$4,335,336$4,598,001▲ $262,665
Other Liabilities$1,282,483$358,643▼ $923,840
Total Liabilities$51,511,459$51,770,323▲ $258,864
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,449,353$19,772,030▲ $1,322,677
Net Assets With Donor Restrictions$2,846,909$3,260,473▲ $413,564
Total Net Assets Fund Balance$21,296,262$23,032,503▲ $1,736,241
Total Liabilities and Net Assets / Fund Balance$72,807,721$74,802,826▲ $1,995,105

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$29,921,404$51,836,180$81,757,584
Equipment$2,724,215$10,930,379$13,654,594
Land$2,027,354-$2,027,354
Other Land Buildings$1,202,030-$1,202,030

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$23,724,160$14,039▲ $3,476,970$1,203,145$26,012,024
2018$25,199,166$-13,829▼ $638,998$822,179$23,724,160
2017$24,602,732$128,522▲ $3,327,469$2,859,557$25,199,166
2016$28,689,367$52,876▲ $1,234,562$5,374,073$24,602,732
2015$30,006,163$194,786▼ $640,246$871,336$28,689,367
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara a DoylePresident & CEOFT$343,632$93,927$437,559
Janet D SilvermanCFOFT$223,747$30,372$254,119
Valerie GingrasAdministratorFT$212,293$29,409$241,702
Gary SawinDirector of HrFT$180,382$39,687$220,069
Paul a LundDirector of FacilitiesFT$152,526$41,916$194,442
Mary Woods Until 122119Director of NursingFT$141,461$22,288$163,749
Susan CussonClinic DirectorFT$151,470$12,268$163,738
Chris ChambersNurse ManagerFT$142,674$19,786$162,460

Board Members and Trustees

NameTitle
John E CupplesChairman
Tom WoodhouseVice-chairman
Ann Marie Teuber LmftTrustee
Christopher F WolfTrustee
Dale R RyderTrustee
James a SaltonstallTrustee
Jeffery J Skerry EsqTrustee
John GlaserTrustee
Malcom Creighton MdTrustee
Paul Harrison JrTrustee
Rev John C Lombard D MinTrustee
Robert G CrockerTrustee
Ruth W PiperTrustee
Therese CunninghamTrustee
William C Hays EsqTrustee
William W Gallagher IiiTrustee
Adrienne SmithClerk
William W JacksonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Healthcare Services Group INCHousekeeping/laundryPO BOX 829677, Philadelphia, PA 19182$1,083,209
Mf Allen PlumbingPlumbing ContractorsPO BOX 1353, Mansfield, MA 02048$1,015,952
Norton And AssociatesPt, Ot, Speech Therapists34 ELM STREET, Cohasset, MA 02025$603,428
Phoenix Air ServicesHvac Contractors4 KIDDER ROAD, Chelmsford, MA 01824$317,665
Business Interior FlooringFlooring Installers16 EVERBERG ROAD, Woburn, MA 01801$316,686
Revenue and Support

Revenue Composition

Contributions and Grants
$482,978
Program Service Revenue
$31,872,132
Investment Income
$914,666
Other Revenue
$0
All Other Contributions
$482,978
Change in Net Assets
$-1,445,992

Audited Revenue Reconciliation

Revenue per Audited Statements
$33,269,776
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,020,931
Total Revenue per Audited Statements
$36,290,707
Total Revenue per Form 990
$33,269,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$19,373,144
Other Expenses$14,989,309
Grants and Similar Amounts Paid$353,315
Total Fundraising Expense$44,769
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,927,649$1,204,481-$15,132,130
Depreciation Depletion$3,639,248$114,139-$3,753,387
Fees for Services Other$3,154,548$221,030-$3,375,578
Office Expenses$1,826,368$301,035-$2,127,403
Occupancy$1,830,110$37,910-$1,868,020
Other Employee Benefits$1,486,080$210,711-$1,696,791
Payroll Taxes$951,090$190,079-$1,141,169
Interest$951,990$29,443-$981,433
Current Officers, Directors, Trustees, and Key Employees-$889,686$44,769$934,455
Pension Plan Contributions$421,603$46,996-$468,599
Information Technology$233,725$79,579-$313,304
Grants to Domestic Individuals$189,890--$189,890
Grants to Domestic Orgs$163,425--$163,425
Fees for Service Investment Mgmnt Fees-$161,302-$161,302
Insurance$153,626$4,751-$158,377
Fees for Services Accounting-$121,041-$121,041
Travel$103,854$2,412-$106,266
Other Expenses$301,537$67,402-$67,402
Fees for Services Legal-$65,988-$65,988
Advertising$26,212$27,124-$53,336
All Other Expenses$12,768$39,013-$51,781
Conferences and Meetings$11,984$5,412-$17,396
Total Functional Expenses$30,839,714$3,831,285$44,769$34,715,768

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$34,715,768
Expenses per Audited Statements$34,554,466
Total Expenses per Audited Statements$34,554,466
Expenses Not Reported on Financial Statements$161,302
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carleton-willard at Home IncBedford, MA501(c)(3)Carleton-willard Homes Inc. Provides Annual Funding to Meet the Operational Needs of Its Affiliate, Cw at Home, an Organization Providing Supportive Service to Seniors Living in Surrounding Communities.$145,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Entrance Fee Deposits$285,030
Due to Carleton-willard Foundation, Inc.$73,613

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMassachusetts Development Finance Agency2019-12-12$16,605,478REFINANCE DEBT

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$16,605,478$16,235,156-$332,109

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
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 35% controlled entity
No
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 B, Line 11B

“The 990 is prepared by the organization's accounting firm based on information provided by the organization's management. A draft is reviewed by the president/ceo and cfo and necessary changes are made. A final draft is reviewed by the finance committee of the board of trustees. After approval by the finance committee, the form 990 is distributed to all voting members of the board of trustees prior to filing with the irs.”

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

“On an annual basis, trustees and key employees (president/ceo, cfo, administrator and hr director) are required to complete a conflict of interest disclosure form. The disclosures are reviewed by the president/ceo and any conflict of interest is reported to the board of trustees. Persons with a conflict of interest are prohibited from participating in the governing body's deliberations and decisions in the related transaction.”

Form 990, Part VI, Section B, Line 15

“The compensation committee, comprised of independent trustees, has the responsibility of overseeing the process of establishing compensation for the president/ceo on an annual basis. Along with a review of performance, the committee (periodically) utilizes the services of an independent, third party employment specialist in determining appropriate compensation comparability data considering the individual's responsibilities, education background, experience, longevity and industry standing. The compensation committee presents the compensation recommendation to the board of trustees for approval. This process was last undertaken in 2019. Form 990, part vi, section b, line 15b: compensation for other officers and key employees of the organization is based on an annual evaluation. This annual review of compensation is comprised of a performance evaluation and salary comparison to like organizations. The employee experience and longevity is also taken into consideration. Final compensation for these positions is determined by the president/ceo.”

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 without schedule b can be accessed via guidestar and the massachusetts attorney general website.”

Filing and Contact Details

Filer

Filer Name
Carleton-willard Homes Inc
EIN
04-2105844
Phone
7812758700
Address
100 OLD BILLERICA ROAD, BEDFORD, MA 01730
Doing Business As
Carleton-willard Village

Signing Officer

Name
Barbara a Doyle
Title
President & CEO
Phone
7812758700
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara a Doyle
Formed
1980
Legal Domicile
Ma
Voting Board Members
18
Independent Board Members
18
Employees
408
Volunteers
50

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129-3742
Preparer
Karen Lo
Phone
6179129000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Gain on involuntary conversion of non-monetary assets 91,183. Change in beneficial interest in perpetual trust 16,820. Gain on swap agreement 16,026. Other than temporary impairment of investments -5,460. Loss on extinguishment of debt -344,711.”

Financial Statement Notes

PART V, LINE 4:

“The organization intends to use the endowment funds for the following activities: 1) providing assistance to residents with financial need 2) community outreach programs 3) realization of the organization's goals/mission”

PART X, LINE 2:

“The organization 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 organization 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 organization's tax positions and concluded that the organization had no material uncertainties in income taxes as of december 31, 2019 and 2018. The organization will account for interest and penalties related to uncertain tax positions, if any, as part of tax expense. With few exceptions, the organization is no longer subject to income tax examinations by the u.s. Federal, state, or local tax authorities for three years after the filing date.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Gain on swap agreement 16,026. Change in beneficial interest in perpetual trust 16,820. Other than temporary impairment of investments -5,460. Loss on extinguishment of debt -344,711. Gain on involuntary conversion of non-monetary assets 91,183. Investment expenses netted with revenue -161,302.”

Raw XML AppendixShowing 400 of 1,017 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/ActivityOrMissionDesc0CARLETON-WILLARD VILLAGE IS A CONTINUING CARE RETIREMENT COMMUNITY OFFERING A COMPLETE RANGE OF SERVICES FROM RESIDENTIAL LIVING APARTMENTS AND CLUSTER HOMES TO SUPPORTIVE CARE, SKILLED NURSING AND REHABILITATION SERVICES IN A COMMUNITY OF OVER 300 RESIDENTS.
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IRS990/Desc0OPERATES A COMMUNITY WITH 148 INDEPENDENT LIVING UNITS SERVICING APPROXIMATELY 165 RESIDENTS. ACCOMMODATIONS INCLUDE DAILY MEALS, WEEKLY HOUSEKEEPING AND LINEN SERVICES, TRANSPORTATION TO MEDICAL APPOINTMENTS, LOCAL SHOPPING AND ONSITE ACTIVITIES, MOST UTILITIES, TRASH REMOVAL AND RECYCLING, PARKING, 24/7 SECURITY, IN-UNIT EMERGENCY MONITORING SYSTEM, FITNESS CENTER, CRAFT STUDIO, WOODWORKING SHOP, COMPUTER CENTER, LIBRARY AND AN EXTENSIVE ACTIVITY PROGRAM. ADDITIONALLY, RESIDENTS HAVE THE CONVENIENCE OF ON-SITE BANKING, AN INDOOR POOL, GENERAL STORE/GIFT SHOP, FLORIST, BEAUTY SALON AND ACCESS TO ORGANIZED ACTIVITIES BEYOND THE COMMUNITY.
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IRS990/Form990PartVIISectionAGrp/PersonNm3GARY SAWIN
IRS990/Form990PartVIISectionAGrp/PersonNm4PAUL A LUND
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY WOODS UNTIL 122119
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN CUSSON
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRIS CHAMBERS
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM C HAYS ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm9TOM WOODHOUSE
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IRS990/Form990PartVIISectionAGrp/PersonNm14WILLIAM W GALLAGHER III
IRS990/Form990PartVIISectionAGrp/PersonNm15JOHN GLASER
IRS990/Form990PartVIISectionAGrp/PersonNm16PAUL HARRISON JR
IRS990/Form990PartVIISectionAGrp/PersonNm17DALE R RYDER
IRS990/Form990PartVIISectionAGrp/PersonNm18WILLIAM W JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm19RUTH W PIPER
IRS990/Form990PartVIISectionAGrp/PersonNm20REV JOHN C LOMBARD D MIN
IRS990/Form990PartVIISectionAGrp/PersonNm21ANN MARIE TEUBER LMFT
IRS990/Form990PartVIISectionAGrp/PersonNm22CHRISTOPHER F WOLF
IRS990/Form990PartVIISectionAGrp/PersonNm23MALCOM CREIGHTON MD
IRS990/Form990PartVIISectionAGrp/PersonNm24JAMES A SALTONSTALL
IRS990/Form990PartVIISectionAGrp/PersonNm25JOHN E CUPPLES
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF HR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIR. OF FACILITIES
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF NURSING
IRS990/Form990PartVIISectionAGrp/TitleTxt6CLINIC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7NURSE MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,802,826
Liabilities
$51,770,323
Net assets
$23,032,503
Revenue
$33,269,776
Expenses
$34,715,768
Net income
-$1,445,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$94.7$63.1$31.6$44.8$42.8$2.07
2023Detailed filing. Detailed filing data is available for this year.$85.3$61.5$23.8$41.2$41.6$0.43
2022Detailed filing. Detailed filing data is available for this year.$79.6$59.6$20.0$37.9$40.5$2.53
2021Detailed filing. Detailed filing data is available for this year.$84.5$57.0$27.4$38.6$37.8$0.87
2020Detailed filing. Detailed filing data is available for this year.$78.2$54.9$23.3$35.8$36.4$0.63
2019Detailed filing. Detailed filing data is available for this year.$74.8$51.8$23.0$33.3$34.7$1.45
2018Detailed filing. Detailed filing data is available for this year.$72.8$51.5$21.3$32.7$33.9$1.19
2017Detailed filing. Detailed filing data is available for this year.$74.3$49.5$24.8$32.6$32.9$0.34
2016Detailed filing. Detailed filing data is available for this year.$67.7$44.1$23.6$30.5$31.2$0.65
2015Detailed filing. Detailed filing data is available for this year.$64.5$41.0$23.5$30.3$30.5$0.13
2014Detailed filing. Detailed filing data is available for this year.$66.7$42.1$24.5$31.3$29.5$1.85
2013Detailed filing. Detailed filing data is available for this year.$65.5$42.3$23.1$28.1$28.4$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.6$41.0$21.6$27.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.5$40.3$20.2$26.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.8$40.6$21.3$25.6