Civic Intelligence

Oldways Preservation and Exchange Trust Inc

990 • Fiscal year 2020 • EIN 04-3031978

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 17, 2021

266 Beacon StreetBoston, MA 02116

(617) 421-5500

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.34x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

0.30x

Higher debt load relative to revenue than 68% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

32nd percentile

-2.3%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

90th percentile

$203,451

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

79th percentile

30%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-26%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,240,713

Up $287,679 (+30%) from 2019

Net Assets

Down

$813,060

Down $30,457 (-3.6%) from 2019

Liabilities

Up

$427,653

Up $318,136 (+290%) from 2019

Revenue

Down

$1,439,391

Down $514,669 (-26%) from 2019

Expenses

Down

$1,472,094

Down $222,395 (-13%) from 2019

Net Income

Down

-$32,703

Down $292,274 (-113%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2010: $252,404Liabilities 2010: $1,296,216Net Assets 2010: -$1,043,8122010Assets 2011: $469,462Liabilities 2011: $1,280,230Net Assets 2011: -$810,7682011Assets 2012: $835,473Liabilities 2012: $1,449,201Net Assets 2012: -$613,7282012Assets 2013: $964,631Liabilities 2013: $1,291,550Net Assets 2013: -$326,9192013Assets 2014: $1,104,278Liabilities 2014: $1,303,013Net Assets 2014: -$198,7352014Assets 2015: $1,169,244Liabilities 2015: $1,349,773Net Assets 2015: -$180,5292015Assets 2016: $1,195,877Liabilities 2016: $1,384,799Net Assets 2016: -$188,9222016Assets 2017: $1,295,552Liabilities 2017: $995,846Net Assets 2017: $299,7062017Assets 2018: $1,100,443Liabilities 2018: $518,345Net Assets 2018: $582,0982018Assets 2019: $953,034Liabilities 2019: $109,517Net Assets 2019: $843,5172019Assets 2020: $1,240,713Liabilities 2020: $427,653Net Assets 2020: $813,0602020Assets 2021: $1,342,255Liabilities 2021: $399,040Net Assets 2021: $943,2152021Assets 2022: $1,292,816Liabilities 2022: $210,444Net Assets 2022: $1,082,3722022Assets 2023: $1,422,528Liabilities 2023: $281,730Net Assets 2023: $1,140,7982023Assets 2024: $1,447,573Liabilities 2024: $229,259Net Assets 2024: $1,218,3142024

Highlighted filing

2020

Assets$1,240,713
Liabilities$427,653
Net Assets$813,060

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,349,9542010Revenue 2011: $1,537,990Expenses 2011: $1,304,946Net Income 2011: $233,0442011Revenue 2012: $1,556,678Expenses 2012: $1,359,638Net Income 2012: $197,0402012Revenue 2013: $1,847,589Expenses 2013: $1,560,780Net Income 2013: $286,8092013Revenue 2014: $1,769,566Expenses 2014: $1,641,382Net Income 2014: $128,1842014Revenue 2015: $2,101,732Expenses 2015: $1,876,763Net Income 2015: $224,9692015Revenue 2016: $1,970,870Expenses 2016: $1,979,263Net Income 2016: -$8,3932016Revenue 2017: $2,623,711Expenses 2017: $2,135,083Net Income 2017: $488,6282017Revenue 2018: $2,325,851Expenses 2018: $2,043,459Net Income 2018: $282,3922018Revenue 2019: $1,954,060Expenses 2019: $1,694,489Net Income 2019: $259,5712019Revenue 2020: $1,439,391Expenses 2020: $1,472,094Net Income 2020: -$32,7032020Revenue 2021: $1,525,679Expenses 2021: $1,386,087Net Income 2021: $139,5922021Revenue 2022: $1,750,409Expenses 2022: $1,546,850Net Income 2022: $203,5592022Revenue 2023: $1,798,755Expenses 2023: $1,733,777Net Income 2023: $64,9782023Revenue 2024: $1,934,033Expenses 2024: $1,902,383Net Income 2024: $31,6502024

Highlighted filing

2020

Revenue$1,439,391
Expenses$1,472,094
Net Income-$32,703
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 17, 2021
Return Version
2019v5.2
Gross Receipts
$1,794,234
Mission and Program Overview

Mission

To preserve and promote healthful, traditional and sustainable eating and drinking choices, and healthy lifestyles through scientific and educational programs, with conferences and publications for consumers, media and health professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$595,267$665,522▲ $70,255
Investments in Publicly Traded Securities$252,344$353,577▲ $101,233
Prepaid Expenses and Deferred Charges$27,784$132,918▲ $105,134
Pledges and Grants Receivable$56,000$64,850▲ $8,850
Land, Buildings, and Equipment, Net$9,639$11,846▲ $2,207
Total Assets$953,034$1,240,713▲ $287,679
Other Assets Total$12,000$12,000→ $0
Liabilities
Other Liabilities$0$170,566▲ $170,566
Deferred Revenue$24,450$144,929▲ $120,479
Accounts Payable and Accrued Expenses$85,067$112,158▲ $27,091
Total Liabilities$109,517$427,653▲ $318,136
Net Assets / Fund Balance
Net Assets With Donor Restrictions$553,174$551,230▼ $1,944
Net Assets Without Donor Restrictions$290,343$261,830▼ $28,513
Total Net Assets Fund Balance$843,517$813,060▼ $30,457
Total Liabilities and Net Assets / Fund Balance$953,034$1,240,713▲ $287,679

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,846$134,665$146,511
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sara Baer-sinnottPres/clerk/exec DirectorFT$179,372$24,079$203,451

Board Members and Trustees

NameTitle
Jesse Z CoolVice Chair
Ana SortunDirector
Catherine StrangeDirector
Dan KishDirector
George GendronDirector
Nicki BriggsDirector
Philip MeldrumTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,193,941
Program Service Revenue
$243,499
Investment Income
$1,951
Other Revenue
$0
All Other Contributions
$15,550
Change in Net Assets
$-32,703

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,437,309
Revenue Not Reported on Financial Statements
$2,082
Revenue Not Reported on Form 990
$2,246
Total Revenue per Audited Statements
$1,439,555
Total Revenue per Form 990
$1,439,391
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,009,405
Other Expenses$459,089
Total Fundraising Expense$37,446
Grants and Similar Amounts Paid$3,600
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$631,471$27,074$18,731$677,276
Current Officers, Directors, Trustees, and Key Employees$140,144$50,052$10,010$200,206
Occupancy$115,140$11,020$4,179$130,339
Fees for Services Other$60,004$12,082$242$72,328
Travel$70,696--$70,696
Office Expenses$56,977$6,586$188$63,751
Pension Plan Contributions$55,514$4,672$1,951$62,137
Fees for Services Accounting-$54,495-$54,495
Other Employee Benefits$44,119$2,986$1,454$48,559
Conferences and Meetings$23,821$2,259-$26,080
Payroll Taxes$18,715$1,821$691$21,227
Other Expenses$16,344$2,352-$18,696
Insurance$472$7,937-$8,409
Depreciation Depletion-$6,307-$6,307
Grants to Domestic Orgs$3,600--$3,600
Information Technology$505$2,244-$2,749
Fees for Services Legal$2,520--$2,520
Fees for Service Investment Mgmnt Fees-$2,082-$2,082
Interest-$327-$327
Advertising$310--$310
Total Functional Expenses$1,240,352$194,296$37,446$1,472,094

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,472,094
Expenses per Audited Statements$1,470,012
Total Expenses per Audited Statements$1,470,012
Expenses Not Reported on Financial Statements$2,082
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance, Ppp Loan$170,566
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

The organization's president, treasurer and outsourced accounting firm perform a detailed review of the form 990. Once approved, a copy of the final form 990 is provided to all other board members prior to being filed with the irs.

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

The board has approved a conflict of interest policy which is applicable to all directors/trustees, officers, members of a committee with governing board delegated powers, or senior employees who have a direct or indirect financial or duality interest (collectively, "interested persons"). The policy requires interest persons to disclose any actual or possible conflicts of interest and all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. After such disclosure, the interested person must leave the meeting while the remaining board or committee members shall decide if a conflict of interest actually exists, review alternatives, and vote on whether or not to approve the transaction. In addition, each interested person is required to annually sign a statement acknowledging their receipt and understanding of the policy, their agreement to comply with the policy, and provide information related to any actual or possible conflicts of interest.

Form 990, Part VI, Section B, Line 15

The compensation of the organization's executive director is determined by the full board (except for the president, since the president is also the executive director). The treasurer researches compensation data for similar positions at similar organizations to determine the reasonableness of the compensation. Such research is contemporaneously documented, and the decision is documented in the minutes of the board meeting. This process was last undertaken for the executive director's compensation in april 2019. The organization does not compensate anyone else meeting the definition of an "officer or "key employee", as defined by the irs.

Form 990, Part VI, Section C, Line 19

Own website and at state websites.

Filing and Contact Details

Filer

Filer Name
Oldways Preservation and Exchange
EIN
04-3031978
Phone
6174215500
Address
266 BEACON STREET, BOSTON, MA 02116

Signing Officer

Name
Sara Baer-sinnott
Title
President
Phone
6174215500
Signed
2021-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Baer-sinnott
Formed
1988
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
7
Employees
12
Volunteers
32

Preparer

Firm
Raffol and Company Inc
Address
105 CHESTNUT ST SUITE 11, NEEDHAM, MA 02492
Preparer
Jonathan Vitale
Phone
7814444926
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.

Raw XML AppendixShowing 400 of 486 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/Desc0WHOLE GRAINS COUNCIL (WGC): WHOLE GRAIN MONTH IN SEPTEMBER 2019 WAS SUCCESSFUL WITH 3,159 SUBSCRIBERS TO OUR WORLD TOUR NEWSLETTER. WHOLE GRAIN SAMPLING DAY IN MARCH 2020 WAS DIFFERENT FROM PREVIOUS WHOLE GRAIN SAMPLING DAYS BECAUSE IN PERSON SAMPLING WERE CANCELLED DUE TO COVID, BUT 136 LOCATIONS SIGNED UP FOR MATCHMAKING BEFORE THE PANDEMIC. IN ADDITION, THE WGC CONTINUALLY PROVIDES EDUCATIONAL RESOURCES ABOUT WHOLE GRAINS - SCIENTIFIC, PRACTICAL, CULINARY AND NUTRITIONAL - IN ORDER TO HELP CONSUMERS FIND, COOK AND CONSUME WHOLE GRAINS. THE WGC ALSO CONTINUES TO SUPPORT THE MISSION AND MEMBERS BY WORKING CLOSELY WITH REGULATORS AND INTERNATIONAL ORGANIZATIONS. OLDWAYS SUBMITTED OFFICIAL COMMENTS TO BRAZIL'S ANVISA, THE MEXICAN MINISTRY OF ECONOMY AND THE USDA FNS.
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IRS990/MissionDesc0OLDWAYS IS A NONPROFIT DEDICATED TO IMPROVING PUBLIC HEALTH BY INSPIRING INDIVIDUALS AND ORGANIZATIONS TO EMBRACE THE HEALTH, SUSTAINABLE JOYS OF THE "OLD WAYS" OF EATING - HERITAGE - BASED DIETS HIGH IN TASTE, NOURISHMENT, SUSTAINABILITY, AND JOY. OLDWAYS' MISSION IS TO HELP PEOPLE LIVE HEALTHIER, HAPPIER LIVES BY FFERING EDUCATIONAL PROGRAMS, RESOURCES, AND RECIPES BASED ON CULTURAL FOOD TRADITIONS FROM AROUND THE WORLD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027074
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0631471
IRS990/OtherSalariesAndWagesGrp/TotalAmt0677276
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0691
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01821
IRS990/PayrollTaxesGrp/ProgramServicesAmt018715
IRS990/PayrollTaxesGrp/TotalAmt021227
IRS990/PensionPlanContributionsGrp/FundraisingAmt01951
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04672
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt055514
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt056000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt064850
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027784
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0132918
IRS990/PrincipalOfficerNm0SARA BAER-SINNOTT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/Desc2LICENSING FEES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt180157
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt235032
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0128310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt180157
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt235032
IRS990/ProgSrvcAccomActy2Grp/Desc0OLDWAYS CULINARIAS: OLDWAYS ORGANIZED ONE CULINARIA IN FY 2020: CYPRUS IN NOVEMBER 2019. UNFORTUNATELY, THE PORTUGAL CULINARIA, ORIGINALLY SCHEDULED FOR MARCH 2020 WAS POSTPONED DUE TO THE COVID-19 PANDEMIC. OLDWAYS CULINARIAS ARE A TRAVEL-STUDY-LEARN PROGRAM, COMBINING VISITS TO PRODUCERS OF HEALTHY MEDITERRANEAN PRODUCTS, COOKING LESSONS, CULTURAL VISITS AND CULINARY EXPERIENCES, IN ORDER TO HELP PARTICIPANTS, UNDERSTAND TRADITIONAL DIET AND LIFESTYLES, LIKE THE MEDITERRANEAN DIET. CHEFS ANA SORTUN AND CASSIE PIUMA, AS WELL AS COOKBOOK AUTHOR AGLAIA KREMEZI LED AS EXPERTS IN CYPRUS, WITH 30 PARTICIPANTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0175579
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0127785
IRS990/ProgSrvcAccomActy3Grp/Desc0AFRICAN HERITAGE & HEALTH: THE AFRICAN HERITAGE & HEALTH PROGRAM CONTINUED TO WORK WITH INDIVIDUALS, COMMUNITIES AND ORGANIZATIONS ACROSS THE US TO PROVIDE COOKING AND NUTRITION INSTRUCTION THROUGH A TASTE OF AFRICAN HERITAGE, A SIX-LESSON COOKING AND NUTRITION PROGRAM. WE CONTINUE TO SEE POSITIVE RESULTS FROM THESE ACTIVITIES, NAMELY, IMPROVED BIOMARKERS (WEIGHT, WAIST CIRCUMFERENCE AND BLOOD PRESSURE) AND IMPROVED LIFESTYLE BEHAVIORS (COOKING AND SHOPPING, EAT MORE FRUITS, VEGETABLES, BEANS, GREENS AND OTHER HEALTHY FOODS). THE OLDWAYS WEBSITE ALSO PROVIDES A NUMBER OF FREE AFRICAN HERITAGE & HEALTH RESOURCES FOR ALL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0121779
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt014517
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL OF OLDWAYS PROGRAMS WORK TOWARD THE MISSION OF INSPIRING PEOPLE TO EMBRACE THE HEALTHY AND SUSTAINABLE JOYS OF CULTURAL FOOD TRADITIONS, WORK THAT HAS BEEN AHEAD OF THE CURVE FOR 30 YEARS. THE MEDITERRANEAN DIET PROGRAM PROVIDES INFORMATION, INSPIRATION, SCIENTIFIC STUDIES AND RECIPES TO HELP CONSUMERS, HEALTH PROFESSIONALS, AMONG OTHERS TO MAKE THIS HEALTHY WAY OF EATING AND LIVING A PART OF EVERYDAY LIVES. SIMILARLY, WE PROVIDE THE SAME KIND OF INFORMATION ABOUT ASIAN AND LATIN AMERICAN CULTURAL MODELS FOR HEALTHY EATING. OLDWAYS HAS ALSO WORKED TOWARD THE DEVELOPMENT OF A CURRICULUM TO TEACH THE TRADITIONAL LATIN AMERICAN DIET. THE OLDWAYS CHEESE COALITION ORGANIZES INTERNATIONAL RAW MILK CHEESE APPRECIATION DAY AND PROVIDES INFORMATION AND INSPIRATION TO HELP CONSUMERS LEARN AND ENJOY TRADITIONAL, ARTISANAL AND RAW MILK CHEESES IN HEALTHY AMOUNTS. THE PLANT FORWARD PLATES PROGRAM CREATED A SEVEN-DAY VEGAN MENU (SCALED TO 25, 50, 75 AND 100 PORTIONS) FOR HOSPITALS AND OTHER INSTITUTIONS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0733383
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt03600
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt092288
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01621459
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt06500
IRS990/PYInvestmentIncomeAmt02991
IRS990/PYOtherExpensesAmt0799814
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0329610
IRS990/PYRevenuesLessExpensesAmt0259571
IRS990/PYSalariesCompEmpBnftPaidAmt0888175
IRS990/PYTotalExpensesAmt01694489
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01954060
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-32703
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08909
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2016 AMOUNT: $ 4,180. 2017 AMOUNT: $ 149.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01462659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01785365
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06789
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02991
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0480
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01412
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01577
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013249
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01663304
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0149
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04180
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04329
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/ExpensesNotReportedAmt00
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IRS990ScheduleD/ExpensesSubtotalAmt01470012
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02082
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02082
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02246
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0170566
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE ADVANCE, PPP LOAN
IRS990ScheduleD/RevenueNotReportedAmt02246
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02082
IRS990ScheduleD/RevenueSubtotalAmt01437309
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt01472094
IRS990ScheduleD/TotalLiabilityAmt0170566
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IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SARA BAER-SINNOTT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRES/CLERK/EXEC DIR
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PRESIDENT, TREASURER AND OUTSOURCED ACCOUNTING FIRM PERFORM A DETAILED REVIEW OF THE FORM 990. ONCE APPROVED, A COPY OF THE FINAL FORM 990 IS PROVIDED TO ALL OTHER BOARD MEMBERS PRIOR TO BEING FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD HAS APPROVED A CONFLICT OF INTEREST POLICY WHICH IS APPLICABLE TO ALL DIRECTORS/TRUSTEES, OFFICERS, MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, OR SENIOR EMPLOYEES WHO HAVE A DIRECT OR INDIRECT FINANCIAL OR DUALITY INTEREST (COLLECTIVELY, "INTERESTED PERSONS"). THE POLICY REQUIRES INTEREST PERSONS TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER SUCH DISCLOSURE, THE INTERESTED PERSON MUST LEAVE THE MEETING WHILE THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST ACTUALLY EXISTS, REVIEW ALTERNATIVES, AND VOTE ON WHETHER OR NOT TO APPROVE THE TRANSACTION. IN ADDITION, EACH INTERESTED PERSON IS REQUIRED TO ANNUALLY SIGN A STATEMENT ACKNOWLEDGING THEIR RECEIPT AND UNDERSTANDING OF THE POLICY, THEIR AGREEMENT TO COMPLY WITH THE POLICY, AND PROVIDE INFORMATION RELATED TO ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS DETERMINED BY THE FULL BOARD (EXCEPT FOR THE PRESIDENT, SINCE THE PRESIDENT IS ALSO THE EXECUTIVE DIRECTOR). THE TREASURER RESEARCHES COMPENSATION DATA FOR SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS TO DETERMINE THE REASONABLENESS OF THE COMPENSATION. SUCH RESEARCH IS CONTEMPORANEOUSLY DOCUMENTED, AND THE DECISION IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THIS PROCESS WAS LAST UNDERTAKEN FOR THE EXECUTIVE DIRECTOR'S COMPENSATION IN APRIL 2019. THE ORGANIZATION DOES NOT COMPENSATE ANYONE ELSE MEETING THE DEFINITION OF AN "OFFICER OR "KEY EMPLOYEE", AS DEFINED BY THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OWN WEBSITE AND AT STATE WEBSITES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.23$1.22$1.93$1.90$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.28$1.14$1.80$1.73$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.21$1.08$1.75$1.55$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.40$0.94$1.53$1.39$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.43$0.81$1.44$1.47$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.11$0.84$1.95$1.69$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.52$0.58$2.33$2.04$0.28
2017Detailed filing. Detailed filing data is available for this year.$1.30$1.00$0.30$2.62$2.14$0.49
2016Detailed filing. Detailed filing data is available for this year.$1.20$1.38$0.19$1.97$1.98$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.17$1.35$0.18$2.10$1.88$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.10$1.30$0.20$1.77$1.64$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$1.29$0.33$1.85$1.56$0.29
2012Summary only. Only limited summary data is available for this year.$0.84$1.45$0.61$1.56$1.36$0.20
2011Summary only. Only limited summary data is available for this year.$0.47$1.28$0.81$1.54$1.30$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$1.30$1.04$1.35
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits