Civic Intelligence

Highland-Valley Elder Services Inc.

990 • Fiscal year 2022 • EIN 04-2563340

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 07, 2022

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

65th percentile

0.32x

Higher debt load relative to assets than 65% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

35th percentile

0.12x

Higher debt load relative to revenue than 35% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

48th percentile

5.7%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

43rd percentile

$156,564

Higher top officer pay than 43% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

63rd percentile

5.7%

Faster asset growth than 63% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

56th percentile

7.3%

Faster revenue growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$4,698,909

Up $251,498 (+5.7%) from 2021

Net Assets

Up

$3,187,886

Up $592,706 (+23%) from 2021

Liabilities

Down

$1,511,023

Down $341,208 (-18%) from 2021

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin48th percentile

Revenue

Up

$12,881,441

Up $876,490 (+7.3%) from 2021

Expenses

Up

$12,147,189

Up $777,480 (+6.8%) from 2021

Net Income

Up

$734,252

Up $99,010 (+16%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2022

Assets$4,698,909
Liabilities$1,511,023
Net Assets$3,187,886
Open 2022 Filing

Operations Trend

Revenue Growth56th 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

2022

Revenue$12,881,441
Expenses$12,147,189
Net Income$734,252
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 7, 2022
Return Version
2021v4.2
Gross Receipts
$12,986,484
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$2,808,033$2,796,172▼ $11,861
Savings and Temporary Cash Investments$214,951$949,739▲ $734,788
Investments in Publicly Traded Securities$805,452$743,000▼ $62,452
Land, Buildings, and Equipment, Net$142,319$98,507▼ $43,812
Cash and Non-Interest-Bearing Accounts$429,415$86,913▼ $342,502
Prepaid Expenses and Deferred Charges$42,241$19,578▼ $22,663
Total Assets$4,447,411$4,698,909▲ $251,498
Other Assets Total$5,000$5,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,830,453$1,331,839▼ $498,614
Deferred Revenue$21,778$179,184▲ $157,406
Total Liabilities$1,852,231$1,511,023▼ $341,208
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,595,180$3,187,886▲ $592,706
Total Net Assets Fund Balance$2,595,180$3,187,886▲ $592,706
Total Liabilities and Net Assets / Fund Balance$4,447,411$4,698,909▲ $251,498

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$95,350$315,528$410,878
Leasehold Improvements$3,157$60,772$63,929
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allan OuimetExecutive DirectorFT$136,896$19,668$156,564
Jacqueline LamarcheChief Financial OfficerFT$108,772$12,721$121,493

Board Members and Trustees

NameTitle
Estelle StaszPresident
James KwiecinskiDirector
James LiptakDirector
Janice GibeauDirector
Joan LinnehanDirector
Nancy SheaDirector
Norma HallockDirector
Patrick BroughDirector
Samuel CharronDirector
Shirley ToddDirector
Kathryn ServiceSecretary
Nilda CohenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,683,527
Program Service Revenue
$1,158,959
Investment Income
$38,955
Other Revenue
$0
All Other Contributions
$118,572
Change in Net Assets
$734,252

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,871,579
Revenue Not Reported on Financial Statements
$9,862
Revenue Not Reported on Form 990
$-141,546
Total Revenue per Audited Statements
$12,730,033
Total Revenue per Form 990
$12,881,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,484,989
Salaries, Compensation, and Employee Benefits$4,662,200
Total Fundraising Expense$2,503
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$2,872,155$684,650-$3,556,805
Other Employee Benefits$488,945$122,895-$611,840
Payroll Taxes$260,252$74,544-$334,796
Occupancy$167,832$47,393-$215,225
All Other Expenses$133,965$29,972-$163,937
Current Officers, Directors, Trustees, and Key Employees-$158,759-$158,759
Office Expenses$48,119$52,773$2,494$103,386
Travel$102,605$701$9$103,315
Other Expenses$60,130--$60,130
Fees for Services Other$30,316$13,570-$43,886
Depreciation Depletion$37,349$6,463-$43,812
Information Technology$3,825$32,829-$36,654
Insurance$9,152$27,302-$36,454
Advertising$24,118$9,402-$33,520
Fees for Services Accounting-$28,000-$28,000
Fees for Service Investment Mgmnt Fees-$9,862-$9,862
Conferences and Meetings$1,634$369-$2,003
Total Functional Expenses$10,845,202$1,299,484$2,503$12,147,189

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,147,189
Expenses per Audited Statements$12,137,327
Total Expenses per Audited Statements$12,137,327
Expenses Not Reported on Financial Statements$9,862
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 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
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.”

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
2022-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Lamarche
Formed
1975
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
135
Volunteers
100

Preparer

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

Financial Statement Notes

PART X, LINE 2:

“Management has evaluated significant tax positions against the criteria established by professional standards and believes there are no such tax positions requiring accounting recognition.”

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IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt017010
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt011539479
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0122053
IRS990/GrossReceiptsAmt012986484
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt032829
IRS990/InformationTechnologyGrp/ProgramServicesAmt03825
IRS990/InformationTechnologyGrp/TotalAmt036654
IRS990/InsuranceGrp/ManagementAndGeneralAmt027302
IRS990/InsuranceGrp/ProgramServicesAmt09152
IRS990/InsuranceGrp/TotalAmt036454
IRS990/InvestmentIncomeGrp/ExclusionAmt021945
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021945
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0805452
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0743000
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0376300
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0142319
IRS990/LandBldgEquipBasisNetGrp/EOYAmt098507
IRS990/LandBldgEquipCostOrOtherBssAmt0474807
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0105043
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
IRS990/NetAssetsOrFundBalancesBOYAmt02595180
IRS990/NetAssetsOrFundBalancesEOYAmt03187886
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt017010
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt017010
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-141546
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02595180
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03187886
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt047393
IRS990/OccupancyGrp/ProgramServicesAmt0167832
IRS990/OccupancyGrp/TotalAmt0215225
IRS990/OfficeExpensesGrp/FundraisingAmt02494
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt052773
IRS990/OfficeExpensesGrp/ProgramServicesAmt048119
IRS990/OfficeExpensesGrp/TotalAmt0103386
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05000
IRS990/OtherAssetsTotalGrp/EOYAmt05000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0122895
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0488945
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0611840
IRS990/OtherExpensesGrp/Desc0SUBCONTRACTED DIRECT CA
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES AND MA
IRS990/OtherExpensesGrp/ProgramServicesAmt06305248
IRS990/OtherExpensesGrp/ProgramServicesAmt1299557
IRS990/OtherExpensesGrp/ProgramServicesAmt260130
IRS990/OtherExpensesGrp/TotalAmt06305248
IRS990/OtherExpensesGrp/TotalAmt1299557
IRS990/OtherExpensesGrp/TotalAmt260130
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt074544
IRS990/PayrollTaxesGrp/ProgramServicesAmt0260252
IRS990/PayrollTaxesGrp/TotalAmt0334796
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042241
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019578
IRS990/PrincipalOfficerNm0JACQUELINE LAMARCHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0OTHER GRANTS AND CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM INCOME - CLIENT CO-PAYS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0953138
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1185230
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0953138
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1185230
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/ExpenseAmt02191675
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0185230
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/ExpenseAmt04031392
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
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03149274
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0847664
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011070424
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035785
IRS990/PYOtherExpensesAmt06943636
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0898742
IRS990/PYRevenuesLessExpensesAmt0635242
IRS990/PYSalariesCompEmpBnftPaidAmt04426073
IRS990/PYTotalExpensesAmt011369709
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012004951
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0734252
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0126065
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0214951
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0949739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011582937
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011087294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09227127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08836138
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08063747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt048797243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0-112453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0156788
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011683
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012507
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011315
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt079840
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04686477
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99840
IRS990ScheduleA/PublicSupportPY170Pct00.99550
IRS990ScheduleA/PublicSupportTotal170Amt048797243
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011582937
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011087294
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09227127
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08836138
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08063747
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt048797243
IRS990ScheduleA/TotalSupportAmt048877083
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt095350
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0315528
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0410878
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt09862
IRS990ScheduleD/ExpensesSubtotalAmt012137327
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt09862
IRS990ScheduleD/InvestmentExpensesNotIncldAmt09862
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03157
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt060772
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt063929
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-141546
IRS990ScheduleD/RevenueNotReportedAmt0-141546
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt09862
IRS990ScheduleD/RevenueSubtotalAmt012871579
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt098507
IRS990ScheduleD/TotalExpensesPerForm990Amt012147189
IRS990ScheduleD/TotalRevenuePerForm990Amt012881441
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012730033
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012137327
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,698,909
Liabilities
$1,511,023
Net assets
$3,187,886
Revenue
$12,881,441
Expenses
$12,147,189
Net income
$734,252
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
Peer Organizations

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