Civic Intelligence

Highland-Valley Elder Services Inc.

990 • Fiscal year 2019 • EIN 04-2563340

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 29, 2019

Organization ProfileWWW.HIGHLANDVALLEY.ORG

View Organization Page

320 Riverside DriveFlorence, MA 01062

(413) 586-2000

Siviq Scores

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

Liabilities / Assets

70th percentile

0.37x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

42nd percentile

0.12x

Higher debt load relative to revenue than 42% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

42nd percentile

0.6%

Higher net margin than 42% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$121,092

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

9.7%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$3,002,017

Up $314,014 (+12%) from 2018

Net Assets

Down

$1,879,568

Down $12,244 (-0.6%) from 2018

Liabilities

Up

$1,122,449

Up $326,258 (+41%) from 2018

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin42nd percentile

Revenue

Up

$9,704,754

Up $860,204 (+9.7%) from 2018

Expenses

Up

$9,641,978

Up $908,002 (+10%) from 2018

Net Income

Down

$62,776

Down $47,798 (-43%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$10M$5.0M$0Assets 2010: $2,449,738Liabilities 2010: $1,419,929Net Assets 2010: $1,029,8092010Assets 2011: $2,478,101Liabilities 2011: $1,468,932Net Assets 2011: $1,009,1692011Assets 2012: $2,093,741Liabilities 2012: $1,233,608Net Assets 2012: $860,1332012Assets 2013: $1,787,755Liabilities 2013: $1,219,631Net Assets 2013: $568,1242013Assets 2014: $2,067,144Liabilities 2014: $691,717Net Assets 2014: $1,375,4272014Assets 2015: $2,284,330Liabilities 2015: $798,180Net Assets 2015: $1,486,1502015Assets 2016: $2,742,756Liabilities 2016: $1,070,431Net Assets 2016: $1,672,3252016Assets 2017: $2,623,893Liabilities 2017: $817,574Net Assets 2017: $1,806,3192017Assets 2018: $2,688,003Liabilities 2018: $796,191Net Assets 2018: $1,891,8122018Assets 2019: $3,002,017Liabilities 2019: $1,122,449Net Assets 2019: $1,879,5682019Assets 2020: $3,140,432Liabilities 2020: $1,196,377Net Assets 2020: $1,944,0552020Assets 2021: $4,447,411Liabilities 2021: $1,852,231Net Assets 2021: $2,595,1802021Assets 2022: $4,698,909Liabilities 2022: $1,511,023Net Assets 2022: $3,187,8862022Assets 2023: $6,428,582Liabilities 2023: $3,366,631Net Assets 2023: $3,061,9512023Assets 2024: $7,601,715Liabilities 2024: $3,488,079Net Assets 2024: $4,113,6362024Assets 2025: $8,528,635Liabilities 2025: $4,255,787Net Assets 2025: $4,272,8482025

Highlighted filing

2019

Assets$3,002,017
Liabilities$1,122,449
Net Assets$1,879,568
Open 2019 Filing

Operations Trend

Revenue Growth64th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $7,766,5622010Revenue 2011: $7,264,692Expenses 2011: $7,306,224Net Income 2011: -$41,5322011Expenses 2012: $6,883,4282012Revenue 2013: $6,183,509Expenses 2013: $6,486,680Net Income 2013: -$303,1712013Revenue 2014: $6,193,772Expenses 2014: $6,058,693Net Income 2014: $135,0792014Revenue 2015: $7,132,511Expenses 2015: $7,021,604Net Income 2015: $110,9072015Revenue 2016: $7,649,214Expenses 2016: $7,436,402Net Income 2016: $212,8122016Revenue 2017: $8,346,962Expenses 2017: $8,309,323Net Income 2017: $37,6392017Revenue 2018: $8,844,550Expenses 2018: $8,733,976Net Income 2018: $110,5742018Revenue 2019: $9,704,754Expenses 2019: $9,641,978Net Income 2019: $62,7762019Revenue 2020: $10,219,656Expenses 2020: $10,147,518Net Income 2020: $72,1382020Revenue 2021: $12,004,951Expenses 2021: $11,369,709Net Income 2021: $635,2422021Revenue 2022: $12,881,441Expenses 2022: $12,147,189Net Income 2022: $734,2522022Revenue 2023: $14,976,121Expenses 2023: $14,114,235Net Income 2023: $861,8862023Revenue 2024: $18,297,760Expenses 2024: $17,257,757Net Income 2024: $1,040,0032024Revenue 2025: $21,171,108Expenses 2025: $19,794,140Net Income 2025: $1,376,9682025

Highlighted filing

2019

Revenue$9,704,754
Expenses$9,641,978
Net Income$62,776
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 29, 2019
Return Version
2018v3.1
Gross Receipts
$9,859,643
Mission and Program Overview

Mission

Highland valley elder services helps elders live at home safely and independently for as long as possible by providing assistance and access to a comprehensive range of services. Through a comprehensive assessment, case managers determine which services are needed, develop individualized service plans, arrange for the services and monitor them to ensure clients receive the care they need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,848,500$1,706,370▼ $142,130
Investments in Publicly Traded Securities$610,498$636,981▲ $26,483
Cash and Non-Interest-Bearing Accounts$53,806$471,395▲ $417,589
Savings and Temporary Cash Investments$120,045$127,443▲ $7,398
Land, Buildings, and Equipment, Net$53,791$47,849▼ $5,942
Prepaid Expenses and Deferred Charges$1,363$11,979▲ $10,616
Total Assets$2,688,003$3,002,017▲ $314,014
Liabilities
Accounts Payable and Accrued Expenses$766,688$1,066,488▲ $299,800
Deferred Revenue$29,503$55,961▲ $26,458
Total Liabilities$796,191$1,122,449▲ $326,258
Net Assets / Fund Balance
Unrestricted Net Assets$1,891,812$1,879,568▼ $12,244
Total Net Assets Fund Balance$1,891,812$1,879,568▼ $12,244
Total Liabilities and Net Assets / Fund Balance$2,688,003$3,002,017▲ $314,014

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$47,849$283,450$331,299
Leasehold Improvements$0$17,993$17,993
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allan OuimetExecutive DirectorFT$112,692$8,400$121,092

Board Members and Trustees

NameTitle
Estelle StaszPresident
Kathryn Pekela-serviceVice President
Ann ParsonsDirector
Carol LaughlinDirector
James LiptakDirector
Janice GibeauDirector
Kathy WinklerDirector
Katie KrupaDirector
Margaret RicciDirector
Norma HallockDirector
Shawn RobinsonDirector
Susan KucharskiDirector
Valerie VignauxDirector
Marie FiatSecretary
Nilda CohenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$51,365
Program Service Revenue
$9,640,811
Investment Income
$12,578
Other Revenue
$0
All Other Contributions
$21,365
Change in Net Assets
$62,776

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,697,488
Revenue Not Reported on Financial Statements
$7,266
Revenue Not Reported on Form 990
$21,171
Total Revenue per Audited Statements
$9,718,659
Total Revenue per Form 990
$9,704,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,248,722
Salaries, Compensation, and Employee Benefits$3,393,256
Total Fundraising Expense$4,177
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$2,064,883$496,041-$2,560,924
Other Employee Benefits$374,759$71,706-$446,465
Payroll Taxes$198,691$60,037-$258,728
Occupancy$146,139$52,725-$198,864
Current Officers, Directors, Trustees, and Key Employees-$127,139-$127,139
Travel$109,401$3,506$25$112,932
Office Expenses$37,307$59,956$3,543$100,806
All Other Expenses$77,690$19,930$330$97,950
Fees for Services Other$31,422$22,169-$53,591
Information Technology$1,463$39,285-$40,748
Insurance$7,375$30,805-$38,180
Advertising$16,264$11,866$200$28,330
Fees for Services Accounting-$27,700-$27,700
Depreciation Depletion$12,079$6,461-$18,540
Other Expenses$11,694--$11,694
Fees for Service Investment Mgmnt Fees-$7,266-$7,266
Conferences and Meetings$4,878$770$79$5,727
Total Functional Expenses$8,600,439$1,037,362$4,177$9,641,978

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,641,978
Expenses per Audited Statements$9,634,712
Total Expenses per Audited Statements$9,634,712
Expenses Not Reported on Financial Statements$7,266
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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

“A copy of form 990 is submitted to and reviewed by the full board of directors prior to filing. The chief financial officer also reviews form 990 before signing.”

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

“Members of the board of directors and employees are required to report potential conflicts of interest annually.”

Form 990, Part VI, Section B, Line 15

“Personnel committee of the board of directors reviews and approves compensation for the executive director and key employees.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Highland Valley Elder Services Inc
EIN
04-2563340
Phone
4135862000
Address
320 RIVERSIDE DRIVE, FLORENCE, MA 01062

Signing Officer

Name
Jacqueline Lamarche
Title
Chief Financial Officer
Phone
4135862000
Signed
2019-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Lamarche
Formed
1975
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
15
Employees
118
Volunteers
100

Preparer

Firm
Adelson & Company Pc
Address
100 NORTH STREET, PITTSFIELD, MA 01201
Preparer
David M Irwin CPA
Phone
4134436408
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Eoea required payment to asap network -96,191.”

Raw XML AppendixShowing 400 of 514 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/ActivityOrMissionDesc0HIGHLAND VALLEY ELDER SERVICES HELPS ELDERS LIVE AT HOME SAFELY AND INDEPENDENTLY FOR AS LONG AS POSSIBLE BY PROVIDING ASSISTANCE AND ACCESS TO A COMPREHENSIVE RANGE OF SERVICES. THROUGH A COMPREHENSIVE ASSESSMENT, CASE MANAGERS DETERMINE WHICH SERVICES ARE NEEDED, DEVELOP INDIVIDUALIZED SERVICE PLANS, ARRANGE FOR THE SERVICES AND MONITOR THEM TO ENSURE CLIENTS RECEIVE THE CARE THEY NEED.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
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IRS990/FormationYr01975
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt071
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0154960
IRS990/GrossReceiptsAmt09859643
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt039285
IRS990/InformationTechnologyGrp/ProgramServicesAmt01463
IRS990/InformationTechnologyGrp/TotalAmt040748
IRS990/InsuranceGrp/ManagementAndGeneralAmt030805
IRS990/InsuranceGrp/ProgramServicesAmt07375
IRS990/InsuranceGrp/TotalAmt038180
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012507
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0636981
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt0349292
IRS990/LegalDomicileStateCd0MA
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HIGHLAND VALLEY ELDER SERVICES HELPS ELDERS LIVE AT HOME SAFELY AND INDEPENDENTLY FOR AS LONG AS POSSIBLE BY PROVIDING ASSISTANCE AND ACCESS TO A COMPREHENSIVE RANGE OF SERVICES. THROUGH A COMPREHENSIVE ASSESSMENT, CASE MANAGERS DETERMINE WHICH SERVICES ARE NEEDED, DEVELOP INDIVIDUALIZED SERVICE PLANS, ARRANGE FOR THE SERVICES AND MONITOR THEM TO ENSURE CLIENTS RECEIVE THE CARE THEY NEED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt01879568
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt071
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt071
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt021171
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt052725
IRS990/OccupancyGrp/ProgramServicesAmt0146139
IRS990/OccupancyGrp/TotalAmt0198864
IRS990/OfficeExpensesGrp/FundraisingAmt03543
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt059956
IRS990/OfficeExpensesGrp/ProgramServicesAmt037307
IRS990/OfficeExpensesGrp/TotalAmt0100806
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-96191
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt071706
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0374759
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0446465
IRS990/OtherExpensesGrp/Desc0SUBCONTRACTED DIRECT CA
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES AND MA
IRS990/OtherExpensesGrp/Desc3DIRECT CARE CONSULTANT
IRS990/OtherExpensesGrp/ProgramServicesAmt05193271
IRS990/OtherExpensesGrp/ProgramServicesAmt1279043
IRS990/OtherExpensesGrp/ProgramServicesAmt234080
IRS990/OtherExpensesGrp/ProgramServicesAmt311694
IRS990/OtherExpensesGrp/TotalAmt05193271
IRS990/OtherExpensesGrp/TotalAmt1279043
IRS990/OtherExpensesGrp/TotalAmt234080
IRS990/OtherExpensesGrp/TotalAmt311694
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt060037
IRS990/PayrollTaxesGrp/ProgramServicesAmt0198691
IRS990/PayrollTaxesGrp/TotalAmt0258728
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01363
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011979
IRS990/PrincipalOfficerNm0JACQUELINE LAMARCHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0GRANT AND CONTRACT REV
IRS990/ProgramServiceRevenueGrp/Desc1OTHER GRANTS AND CONTR
IRS990/ProgramServiceRevenueGrp/Desc2CLIENT RESOURCES AND C
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08515135
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1860927
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2250718
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08515135
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1860927
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2250718
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME CARE PROGRAMFROM BASIC HOMEMAKING AND PERSONAL CARE ASSISTANCE TO HEALTHCARE PLANNING, HIGHLAND VALLEY ELDER SERVICES STAFF COORDINATES A WIDE VARIETY OF SERVICES THAT ENABLE ELDERS TO STAY SAFELY IN THEIR HOMES. CARE ADVISORS AND NURSES CONDUCT REGULAR HOME VISITS TO MONITOR PROGRESS AND ADVOCATE FOR ELDERS WHO NEED ADDITIONAL SERVICES, INCLUDING ADULT DAY PROGRAMS, PERSONAL EMERGENCY RESPONSE SERVICES, HOME DELIVERED MEALS, AND MANY OTHER SERVICES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01955495
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02214701
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY CHOICES PROGRAM ASSIST ELDERS TO SECURE AND MAINTAIN INDEPENDENCE IN THEIR HOME ENVIRONMENT. CASE MANAGERS COMPLETE AN ASESSMENT TO DETERMINE ELIGIBILITY, DEVELOP A SERVICE PLAN, ARRANGE FOR SERVICES FROM ONE OF MANY VENDORS WITH WHICH THE ORGANIZATION CONTRACTS, AND MONITOR SERVICES ON A SCHEDULED AS-NEEDED BASIS. SERVICES INCLUDE ADULT DAY HEALTH, HOME HEALTH AIDE, HOMEMAKER, PERSONAL CARE, HOME DELIVERED MEALS, PERSONAL CARE, AND MANY OTHERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03241138
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03252061
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TITLE III SUPPORT SERVICES, OMBUDSMAN, CLINICAL ASSESSMENT & ELIGIBILITY, PROTECTIVE SERVICES, LONG-TERM CARE AND ADRC OPTIONS, MONEY MANAGEMENT PROGRAM, ENHANCED COMMUNITY OPTIONS PROGRAM, SUPPORTIVE HOUSING, TITLE III E, MONEY FOLLOWS THE PERSON
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02243047
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02825883
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt058364
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt062054
IRS990/PYOtherExpensesAmt05582135
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt08724132
IRS990/PYRevenuesLessExpensesAmt0110574
IRS990/PYSalariesCompEmpBnftPaidAmt03151841
IRS990/PYTotalExpensesAmt08733976
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08844550
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt062776
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01348166
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120045
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0127443
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt051102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06973586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07174781
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012507
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011315
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010403
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016771
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt061587
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt034298878
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99150
IRS990ScheduleA/PublicSupportPY170Pct00.99500
IRS990ScheduleA/PublicSupportTotal170Amt07174781
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051365
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt040364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt051102
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06973586
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07174781
IRS990ScheduleA/TotalSupportAmt07236368
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt047849
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0283450
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0331299
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07266
IRS990ScheduleD/ExpensesSubtotalAmt09634712
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt07266
IRS990ScheduleD/InvestmentExpensesNotIncldAmt07266
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt017993
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt017993
IRS990ScheduleD/NetUnrealizedGainsInvstAmt021171
IRS990ScheduleD/RevenueNotReportedAmt021171
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07266
IRS990ScheduleD/RevenueSubtotalAmt09697488
IRS990ScheduleD/TotalBookValueLandBuildingsAmt047849

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,002,017
Liabilities
$1,122,449
Net assets
$1,879,568
Revenue
$9,704,754
Expenses
$9,641,978
Net income
$62,776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.53$4.26$4.27$21.2$19.8$1.38
2024Detailed filing. Detailed filing data is available for this year.$7.60$3.49$4.11$18.3$17.3$1.04
2023Detailed filing. Detailed filing data is available for this year.$6.43$3.37$3.06$15.0$14.1$0.86
2022Detailed filing. Detailed filing data is available for this year.$4.70$1.51$3.19$12.9$12.1$0.73
2021Detailed filing. Detailed filing data is available for this year.$4.45$1.85$2.60$12.0$11.4$0.64
2020Detailed filing. Detailed filing data is available for this year.$3.14$1.20$1.94$10.2$10.1$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.00$1.12$1.88$9.70$9.64$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.69$0.80$1.89$8.84$8.73$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.82$1.81$8.35$8.31$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.74$1.07$1.67$7.65$7.44$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.80$1.49$7.13$7.02$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.69$1.38$6.19$6.06$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$1.22$0.57$6.18$6.49$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$1.23$0.86$6.88
2011Summary only. Only limited summary data is available for this year.$2.48$1.47$1.01$7.26$7.31$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$1.42$1.03$7.77