Civic Intelligence

Community Foundation of Southeastern

990 • Fiscal year 2018 • EIN 04-3280353

Jan 01, 2018 to Dec 31, 2018 • Filed on May 22, 2019

Organization ProfileWWW.CFSEMA.ORG

View Organization Page

128 Union Street Suite 403New Bedford, MA 02740

(508) 996-8253

Siviq Scores

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

Liabilities / Assets

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

43rd percentile

0.22x

Higher debt load relative to revenue than 43% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

29th percentile

$175,368

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

29th percentile

-1.8%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

9.1%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$35,719,482

Down $672,341 (-1.8%) from 2017

Net Assets

Down

$34,479,588

Down $98,800 (-0.3%) from 2017

Liabilities

Down

$1,239,894

Down $573,541 (-32%) from 2017

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin66th percentile

Revenue

Up

$5,569,947

Up $463,386 (+9.1%) from 2017

Expenses

Up

$5,003,808

Up $968,451 (+24%) from 2017

Net Income

Down

$566,139

Down $505,065 (-47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$80M$60M$40M$20M$0Assets 2010: $24,799,309Liabilities 2010: $1,022,633Net Assets 2010: $23,776,6762010Assets 2011: $23,511,643Liabilities 2011: $1,690,131Net Assets 2011: $21,821,5122011Assets 2012: $27,429,151Liabilities 2012: $1,918,150Net Assets 2012: $25,511,0012012Assets 2013: $32,186,222Liabilities 2013: $2,021,677Net Assets 2013: $30,164,5452013Assets 2014: $32,741,794Liabilities 2014: $1,812,645Net Assets 2014: $30,929,1492014Assets 2015: $31,509,860Liabilities 2015: $1,720,091Net Assets 2015: $29,789,7692015Assets 2016: $32,662,363Liabilities 2016: $1,644,370Net Assets 2016: $31,017,9932016Assets 2017: $36,391,823Liabilities 2017: $1,813,435Net Assets 2017: $34,578,3882017Assets 2018: $35,719,482Liabilities 2018: $1,239,894Net Assets 2018: $34,479,5882018Assets 2019: $41,915,970Liabilities 2019: $1,174,551Net Assets 2019: $40,741,4192019Assets 2020: $47,541,996Liabilities 2020: $1,392,575Net Assets 2020: $46,149,4212020Assets 2021: $53,147,669Liabilities 2021: $1,489,490Net Assets 2021: $51,658,1792021Assets 2022: $49,607,521Liabilities 2022: $1,744,563Net Assets 2022: $47,862,9582022Assets 2023: $56,028,716Liabilities 2023: $2,530,977Net Assets 2023: $53,497,7392023Assets 2024: $62,047,747Liabilities 2024: $2,989,837Net Assets 2024: $59,057,9102024

Highlighted filing

2018

Assets$35,719,482
Liabilities$1,239,894
Net Assets$34,479,588
Open 2018 Filing

Operations Trend

Revenue Growth62nd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,166,3902010Expenses 2011: $3,954,7622011Expenses 2012: $3,388,1682012Revenue 2013: $7,109,519Expenses 2013: $4,465,475Net Income 2013: $2,644,0442013Revenue 2014: $6,909,433Expenses 2014: $5,407,477Net Income 2014: $1,501,9562014Revenue 2015: $5,764,985Expenses 2015: $4,916,734Net Income 2015: $848,2512015Revenue 2016: $3,385,806Expenses 2016: $4,045,179Net Income 2016: -$659,3732016Revenue 2017: $5,106,561Expenses 2017: $4,035,357Net Income 2017: $1,071,2042017Revenue 2018: $5,569,947Expenses 2018: $5,003,808Net Income 2018: $566,1392018Revenue 2019: $7,069,763Expenses 2019: $5,219,731Net Income 2019: $1,850,0322019Revenue 2020: $13,876,948Expenses 2020: $11,241,844Net Income 2020: $2,635,1042020Revenue 2021: $13,725,688Expenses 2021: $10,326,815Net Income 2021: $3,398,8732021Revenue 2022: $12,813,868Expenses 2022: $8,467,671Net Income 2022: $4,346,1972022Revenue 2023: $10,495,771Expenses 2023: $9,952,781Net Income 2023: $542,9902023Revenue 2024: $11,660,451Expenses 2024: $7,539,209Net Income 2024: $4,121,2422024

Highlighted filing

2018

Revenue$5,569,947
Expenses$5,003,808
Net Income$566,139
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 22, 2019
Return Version
2018v3.1
Gross Receipts
$5,795,765
Mission and Program Overview

Mission

To mobilize philanthropy by matching donors and resources with community needs for the benefit of our region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$33,455,811$29,359,919▼ $4,095,892
Savings and Temporary Cash Investments$2,289,802$1,832,656▼ $457,146
Pledges and Grants Receivable$80,000$80,000→ $0
Cash and Non-Interest-Bearing Accounts$64,529$42,090▼ $22,439
Land, Buildings, and Equipment, Net$453,569$29,238▼ $424,331
Accounts Receivable$29,059--
Prepaid Expenses and Deferred Charges$14,423$19,257▲ $4,834
Intangible Assets$4,630$1,977▼ $2,653
Total Assets$36,391,823$35,719,482▼ $672,341
Other Assets Total$0$4,354,345▲ $4,354,345
Liabilities
Other Liabilities$1,162,825$1,014,840▼ $147,985
Mortgage Notes Payable Secured by Investment Property$298,234--
Grants Payable$300,000$195,000▼ $105,000
Accounts Payable and Accrued Expenses$52,376$30,054▼ $22,322
Total Liabilities$1,813,435$1,239,894▼ $573,541
Net Assets / Fund Balance
Unrestricted Net Assets$30,140,384$26,199,348▼ $3,941,036
Temporarily Rstr Net Assets$2,517,769$6,322,272▲ $3,804,503
Permanently Rstr Net Assets$1,920,235$1,957,968▲ $37,733
Total Net Assets Fund Balance$34,578,388$34,479,588▼ $98,800
Total Liabilities and Net Assets / Fund Balance$36,391,823$35,719,482▼ $672,341

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$22,867$2,749$25,616
Equipment$6,371$15,009$21,380
Other Assets Org$4,354,345--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,631,868$51,834▼ $311,749$295,918$3,076,035
2017$3,230,957$20,208▲ $488,045$107,342$3,631,868
2016$3,079,469$32,027▲ $254,381$134,920$3,230,957
2015$27,371,587$1,466,562▼ $604,481-$26,638,368
2014$26,754,027$1,390,309▲ $783,648$-40,830$27,371,587
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John VasconcellosPresidentFT$157,500$17,868$175,368
Pamela EvansDirector of Finance/adminiPT$74,248$4,082$78,330

Board Members and Trustees

NameTitle
Linda BodenmannDirector/chair
Eric H StrandDirector/vice Chair
Colleen C CarneyDirector
Erik Domingues MdfaadDirector
Gerry KavanaughDirector
Jason RuaDirector
Maria RosarioDirector
Nicholas M ChristDirector
Seth GarfieldDirector
Terry BoyleDirector
William R Eccles JrDirector
Cynthia RoseDirector (eff 4/2018)
Dr Divina GrossmanDirector (through 4/18)
Edward G Siegal CPADirector (through 4/18)
Leonard W SullivanDirector (through 4/18)
Vera F VadeboncoeurDirector (through 4/18)
Carl J CruzDirector / Clerk
Dana R Norman CPADirector /treasurer(through 4/18)
Louis E SousaDirector/ Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Charles SchwabInvestment Management FeesPO BOX 628290, Orlando, FL 32862$101,660
Revenue and Support

Revenue Composition

Contributions and Grants
$3,165,229
Program Service Revenue
$131,753
Investment Income
$2,188,064
Other Revenue
$84,901
All Other Contributions
$3,063,234
Change in Net Assets
$566,139

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$56,601Fair Market Value (FMV)
Total Noncash Contributions8$56,601-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,468,287
Revenue Not Reported on Financial Statements
$101,660
Revenue Not Reported on Form 990
$-5,484,517
Total Revenue per Audited Statements
$-16,230
Total Revenue per Form 990
$5,569,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,272,101
Salaries, Compensation, and Employee Benefits$963,272
Other Expenses$768,435
Total Fundraising Expense$309,205
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,861,124--$2,861,124
Other Salaries and Wages$296,411$74,785$191,021$562,217
Grants to Domestic Individuals$410,977--$410,977
Current Officers, Directors, Trustees, and Key Employees$101,780$117,596$35,074$254,450
Other Expenses$227,841--$227,841
Fees for Services Other$120,469$35,840-$156,309
Fees for Service Investment Mgmnt Fees$101,660--$101,660
Office Expenses$50,093$36,956$12,315$99,364
Occupancy$41,691$19,569$23,823$85,083
Payroll Taxes$37,718$17,705$21,553$76,976
Other Employee Benefits$29,457$11,037$17,506$58,000
Advertising$24,787$720-$25,507
Conferences and Meetings$19,236$3,564-$22,800
Fees for Services Accounting-$17,131-$17,131
Depreciation Depletion$5,865$2,754$3,351$11,970
Pension Plan Contributions$6,637$430$4,562$11,629
Travel$7,473$2,995-$10,468
Insurance-$7,628-$7,628
Fees for Services Legal-$2,674-$2,674
Total Functional Expenses$4,343,219$351,384$309,205$5,003,808

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,003,808
Total Expenses per Audited Statements$5,003,728
Expenses per Audited Statements$4,902,148
Expenses Not Reported on Financial Statements$101,660
Expenses Not Reported on Form 990$101,580
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New Bedford Public SchoolsNew Bedford, MA501(c)(3)Several Stipends, Scholarship Funds, Technology, and Enrichment Projects, Along With General Operating Support for Multiple Public Schools.$567,257
Old Dartmouth Historical SocietyNew Bedford, MA501(c)(3)General Operating Support and Pledge Payment$278,385
Global Learning Charter Public SchoolMarion, MA501(c)(3)General Operating Support/ Technology Needs$184,630
United Way of Greater New BedfordWhite River Junction, VT501(c)(3)GENERAL SUPPORT; GRANT FOR SUMMER FUND; TO SUPPORT THE COMMUNITY BUILDING MINI-GRANT; SHELTER AND BASIC SERVICES$111,000
Boys & Girls Club of Greater New BedfordMilton, MATown of GosnoldGeneral Operating Support and New Bedford Wellness Initiative$110,561
Umass Dartmouth FoundationNew Bedford, MA501(c)(3)GENERAL OPERATING SUPPORT; LGBT YOUTH SYMPOSIUM; COLLEGE NOW AND BRIDGING THE GAP FUNDS$103,250
Dennison Memorial Community CenterFall River, MA501(c)(3)General Operating Support$88,000
South Coast Lgbtq NetworkFall River, MA501(c)(3)General and Event Support$68,028
Buttonwood Park Zoological SocietyVienna, VA501(c)(3)GENERAL SUPPORT; RED PANDA CONSERVATION; NATURE CONNECTION$65,325
Mass DatBoston, MA-Public Art Grants$61,835
Buzzards Bay CoalitionNew Bedford, MA501(c)(3)General Operating Support/ Protect 150 Acres of Coastal Farms$60,000
New Bedford Symphony OrchestraAttleboro, MA501(c)(3)GENERAL OPERATING SUPPORT; LEARNING IN CONCERT$58,543
Sea Education AssociationEast Bridgewater, MA501(c)(3)General Support$58,327
New Bedford Art MuseumNew Bedford, MA501(c)(3)LEARNING STUDIO: EARLY LITERACY THROUGH THE ARTS/ARTMOBILE/GENERAL OPERATING SUPPORT$58,000
Alice Peck Day Memorial HospitalBoston, MA501(c)(3)Medical Unit Support$50,000
Upper Valley HavenWestport, MA501(c)(3)For the Food Shelf$50,000
The Womans CenterNew Bedford, MA501(c)(3)CAREER EXPLORATION PROGRAM; VIOLENCE PREVENTION EVENT$45,473
Community Economic Development Center of SeNew Bedford, MA501(c)(3)ESOL CLASSES AND IMMIGRANT NETWORK AND CEDC'S RESEARCH$32,525
Youth Opportunities UnlimitedNew Bedford, MA501(c)(3)SCHOLARSHIP AND PROGRAM IMPLEMENTATION SUPPORT; EXPLORE YOUR ENVIRONMENT$32,000
Cape Verdean Association in New BedfordFall River, MATown of DartmouthArt Grant$30,000
Harpswell Heritage Land TrustFall River, MA501(c)(3)Harpswell Community School to Continue$30,000
Southcoast Health SystemsBoston, MA501(c)(3)ST. LUKES HOSPITAL OPERATING SUPPORT; TOBEY HOSPITAL GENERAL OPERATING SUPPORT; RADIOLOGY STAFF AWARD$26,229
IMMIGRANTS' ASSISTANCE CENTERNew Bedford, MA501(c)(3)General Operating Support$24,500
Town of GosnoldFall River, MA501(c)(3)WILDLIFE PROTECTION PROGRAM; BROADBAND CONTRACT$24,000
Ser Jobs for ProgressLebanon, NH501(c)(3)Public Art Proposal and Evening Family Learning Support$22,500
Ymca SouthcoastNew Bedford, MA501(c)(3)GENERAL OPERATING SUPPORT; HARVEST COMMUNITY FARM$22,250
Teach for America - Greater BostonNew Bedford, MA501(c)(3)SPONSOR A TEACHER - NEW BEDFORD; GENERAL OPERATING SUPPORT$21,000
Alma Del Mar Charter SchoolCleveland, OH501(c)(3)General Support$20,000
Family Service AssocationLakeville, MA501(c)(3)Renovations and Acquisition Support$20,000
Groundwork SouthcoastNew Bedford, MA-General Support$20,000
WhaleNew Bedford, MA501(c)(3)2018 Payment (5th of 5) of Capital Funds to Restor$20,000
Ywca of Southeastern MaMattapoisett, MA501(c)(3)FOR SUPPORT OF YWCA GIRLS EXCLUSIVE PROGRAM; YWCA FINANCIAL LITERACY FOR WOMEN PROGRAM; GENERAL SUPPORT; WOMANS PLACE$18,550
Child & Family ServicesNew Bedford, MA501(c)(3)Caring Network / General Support$17,560
Marion InstituteNew Bedford, MA501(c)(3)General Operating Support$16,868
Northstar Learning CenterMarion, MA501(c)(3)GENERAL OPERATING SUPPORT; CLINICAL INTERVENTIONS AND SERVICES; YOUTH SUMMER JOB$16,342
Westport Community SchoolsNew Bedford, MA501(c)(3)MAC DRAMA PRODUCTIONS; MATH CLUB; MAKER SPACE; THEATRE WORKS$15,705
SmilesNew Bedford, MA501(c)(3)General Support$15,552
Casa Dos Acores Nova InglaterraNew Bedford, MA501(c)(3)Art Grant$15,000
Sippican Historial SocietyMystic, CT501(c)(3)General Support$15,000
Dartmouth Public SchoolsFall River, MA501(c)(3)Teacher Awards$14,941
OUR SISTERS' SCHOOLHarpswell, ME501(c)(3)For the Opportunity Fund and General Support$13,885
Reach Out and ReadNorth Dartmouth, MA501(c)(3)General Operating Support$12,500
Greater New Bedford Reg Voc Tech High SchooNew Bedford, MA501(c)(3)Mentoring Program$12,000
City of New Bedford Department of CommunityNew Bedford, MACity of New BedfordEsol Programming and Kooldays$11,500
Nativity Preparatory School of New BedfNew Bedford, MA501(c)(3)General Operating Support/ Ssat Material$11,500
New Bedford Historical SocietyNew Bedford, MA501(c)(3)FOR A FREDERICK DOUGLASS STATUE; GENERAL OPERATING SUPPORT$11,500
The Arc of Northern Bristol CountyNew Bedford, MA501(c)(3)RELEASE OF 4.5% DISTRIBUTION - OPERATING SUPPORT$11,068
CHILDREN'S ADVOCACY CENTER OF BRISTOL COUNTYFall River, MA501(c)(3)General Support/ Therapuetic Journaling$10,750
Community Boating CenterWestport, MA501(c)(3)General Operating Support/ Summer Youth Program$10,125
Benjamin Franklin Institute of TechnologyMarion, MA501(c)(3)General Operating Support$10,000
City on a Hill FoundationBoston, MA501(c)(3)General Support$10,000
Max Warburg Courage CurriculumFall River, MA-Matching Grant$10,000
People Acting in Community Endeavors IncNew Bedford, MA501(c)(3)Construction of a New Playground$10,000
People IncorporatedBoston, MA501(c)(3)Smiles Afterschool Mentoring at Parker Elementary$10,000
Pioneer Institute for Public Policy ResBoston, MA501(c)(3)General Operating Support$10,000
Positive Action Against Chemical Addiction IncNew Bedford, MA501(c)(3)General Operating Support$10,000
Town of MarionNorth Dartmouth, MA501(c)(3)Property Tax Relief for Marion Residents$7,915
United Interfaith Action of Se MassachusettsNew Bedford, MA501(c)(3)General Operating Support$7,500
Dream Out LoudNew Bedford, MA501(c)(3)Creative Careers Summer Program$7,250
Freetown-lakeville Regional SchoolsLawrence, MA-Retiring Funds$6,655
Schwartz Center for ChildrenNew Bedford, MA501(c)(3)General Support$6,290
Diabetes Association IncNew Bedford, MA501(c)(3)ANNUAL RELEASE OF 4.25% DISTRIBUTION FROM THE DIABETES ASSOC.$6,174
Dharma VoyageNew Bedford, MA501(c)(3)General Operating Support$6,000
Junior Achievement of Southern MassachusettsFall River, MA501(c)(3)Investing in the Future at the Gomes School$6,000
Old Rochester Regional School DistrictNew Bedford, MA501(c)(3)Curriculum Enrichment$5,955
Coastline Elderly ServicesDartmouth, MATown of LakevilleLgbt Supper Club Support$5,000
Holy Union Sisters Open EsolWestport, MA501(c)(3)SISTER BARBARA WALSH'S OPEN ESOL PROGRAM$5,000
Merrow Incubator--General Support$5,000
River Oaks Chamber OrchestraNew Bedford, MA501(c)(3)Strings Support$5,000
School on WheelsHouston, TX501(c)(3)General Support$5,000
Sea Research FoundationSuttons Bay, MI501(c)(3)General Support$5,000
Team Noah FoundationNew Bedford, MA501(c)(3)Noahs Place Playground Upkeep$5,000
The Livestock Institute of Southern New EnglandCuttyhunk Island, MA501(c)(3)General Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$134,003
Fundraising Direct Expenses$53,329
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$134,620$32,625$12,592$20,033
MOTHER'S DAY RACE - WOMEN'S FUND$29,897$29,897-$29,897
Total Events$235,998$134,003$53,329$80,674
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board Member Is Associate Vice Chancellor for FinanceGrants Receied From FoundationNo$103,250
-Board Member Is Chief Officer of South Coast Health SystemsGrants Recieved From FoundationNo$27,229
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Endowment Funds$935,684
Agency Funds Held for Others$70,833
Annuities Payable$8,323
Governance and Compliance

Governance Checklist

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

“Annually, the finance and audit committee meets with the independent auditor to review and approve the submission of the form 990. Prior to submission, the treasurer also presents a summary of the annual audit, related findings and the form 990 to the full board.”

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

“The board has a written conflict of interest policy that was updated and adopted as part of comprehensive policies for business conduct in december 2008. Cfsema requires annual submissions of board and business affiliations. In addition, board members are required to disclose conflict of interest during those meetings, which are subsequently noted in the minutes for those meetings.”

Form 990, Part VI, Section B, Line 15

“Annually, the board chair leads the review and compensation recommendations for the president and ceo. That review includes a written evaluation based on written input from board members. During that process, the chair also reviews comparative compensation of other ceos of similar organizations in the region. The executive committee is responsible for completing the annual review and presenting its findings and compensation recommendations to the full board to vote on.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Community Foundation of Southeastern
EIN
04-3280353
Phone
5089968253
Address
128 UNION STREET SUITE 403, NEW BEDFORD, MA 02740

Signing Officer

Name
John Vasconcellos
Title
President
Phone
5089968253
Signed
2019-05-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Vasconcellos
Formed
1995
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
14
Employees
16
Volunteers
0

Preparer

Firm
Smith Sullivan & Brown Pc
Address
80 FLANDERS ROAD - SUITE 200, WESTBOROUGH, MA 01581
Preparer
Sandra M Brown CPA
Phone
5088717178
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Less: agency fund return -71,973. Loss on sale of building -101,580. Change in value of beneficial interest in trust -446,643.”

Financial Statement Notes

PART V, LINE 4:

“The community foundation of southeastern massachusetts intends to use endowment funds for making grant distributions to other area non-profit organizations to be used for the general good of the community.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Less: agency fund return -71,973. Change in beneficial interest in perpetual trust -446,643.”

Raw XML AppendixShowing 400 of 1,348 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/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 628290
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ORLANDO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd032862
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CHARLES SCHWAB
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT MANAGEMENT FEES
IRS990/ContriRptFundraisingEventAmt0101995
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03165229
IRS990/CYGrantsAndSimilarPaidAmt03272101
IRS990/CYInvestmentIncomeAmt02188064
IRS990/CYOtherExpensesAmt0768435
IRS990/CYOtherRevenueAmt084901
IRS990/CYProgramServiceRevenueAmt0131753
IRS990/CYRevenuesLessExpensesAmt0566139
IRS990/CYSalariesCompEmpBnftPaidAmt0963272
IRS990/CYTotalExpensesAmt05003808
IRS990/CYTotalFundraisingExpenseAmt0309205
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05569947
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt03351
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02754
IRS990/DepreciationDepletionGrp/ProgramServicesAmt05865
IRS990/DepreciationDepletionGrp/TotalAmt011970
IRS990/Desc0GRANT MAKING FOR COMMUNITY NEEDS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt016
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04343219
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017131
IRS990/FeesForServicesAccountingGrp/TotalAmt017131
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02674
IRS990/FeesForServicesLegalGrp/TotalAmt02674
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt035840
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0120469
IRS990/FeesForServicesOtherGrp/TotalAmt0156309
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0101660
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0101660
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2030.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1917868
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt204082
IRS990/Form990PartVIISectionAGrp/PersonNm0SETH GARFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm1LINDA BODENMANN
IRS990/Form990PartVIISectionAGrp/PersonNm2EDWARD G SIEGAL CPA
IRS990/Form990PartVIISectionAGrp/PersonNm3TERRY BOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm4COLLEEN C CARNEY
IRS990/Form990PartVIISectionAGrp/PersonNm5CARL J CRUZ
IRS990/Form990PartVIISectionAGrp/PersonNm6ERIK DOMINGUES MDFAAD
IRS990/Form990PartVIISectionAGrp/PersonNm7CYNTHIA ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM R ECCLES JR
IRS990/Form990PartVIISectionAGrp/PersonNm9DR DIVINA GROSSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10GERRY KAVANAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm11DANA R NORMAN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm12JASON RUA
IRS990/Form990PartVIISectionAGrp/PersonNm13ERIC H STRAND
IRS990/Form990PartVIISectionAGrp/PersonNm14LEONARD W SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm15VERA F VADEBONCOEUR
IRS990/Form990PartVIISectionAGrp/PersonNm16NICHOLAS M CHRIST
IRS990/Form990PartVIISectionAGrp/PersonNm17LOUIS E SOUSA
IRS990/Form990PartVIISectionAGrp/PersonNm18MARIA ROSARIO
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN VASCONCELLOS
IRS990/Form990PartVIISectionAGrp/PersonNm20PAMELA EVANS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19157500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2074248
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR/CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR (THROUGH 4/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR / CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR (EFF 4/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR (THROUGH 4/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR /TREASURER(THROUGH 4/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR/VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (THROUGH 4/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (THROUGH 4/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR/ TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF FINANCE/ADMINI
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0101995
IRS990/FundraisingDirectExpensesAmt053329
IRS990/FundraisingGrossIncomeAmt0134003
IRS990/GainOrLossGrp/SecuritiesAmt01090293
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt03272101
IRS990/GrantsPayableGrp/BOYAmt0300000
IRS990/GrantsPayableGrp/EOYAmt0195000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0410977
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0410977
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02861124
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02861124
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01262782
IRS990/GrossReceiptsAmt05795765
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07628
IRS990/InsuranceGrp/TotalAmt07628
IRS990/IntangibleAssetsGrp/BOYAmt04630
IRS990/IntangibleAssetsGrp/EOYAmt01977
IRS990/InvestmentIncomeGrp/ExclusionAmt01097771
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01097771
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt033455811
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029359919
IRS990/IRPDocumentCnt036
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017758
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0453569
IRS990/LandBldgEquipBasisNetGrp/EOYAmt029238
IRS990/LandBldgEquipCostOrOtherBssAmt046996
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0172489
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO MOBILIZE PHILANTHROPY BY MATCHING DONORS AND RESOURCES WITH COMMUNITY NEEDS FOR THE BENEFIT OF OUR REGION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0298234
IRS990/NetAssetsOrFundBalancesBOYAmt034578388
IRS990/NetAssetsOrFundBalancesEOYAmt034479588
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01090293
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01090293
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt080674
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt080674
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4965901
IRS990/NoncashContributionsAmt056601
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt023823
IRS990/OccupancyGrp/ManagementAndGeneralAmt019569
IRS990/OccupancyGrp/ProgramServicesAmt041691
IRS990/OccupancyGrp/TotalAmt085083
IRS990/OfficeExpensesGrp/FundraisingAmt012315
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt036956
IRS990/OfficeExpensesGrp/ProgramServicesAmt050093
IRS990/OfficeExpensesGrp/TotalAmt099364
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt04354345
IRS990/OtherChangesInNetAssetsAmt0-620196
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt017506
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011037
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt029457
IRS990/OtherEmployeeBenefitsGrp/TotalAmt058000
IRS990/OtherExpensesGrp/Desc0EXPENSES FOR FISCALLY S
IRS990/OtherExpensesGrp/ProgramServicesAmt0227841
IRS990/OtherExpensesGrp/TotalAmt0227841
IRS990/OtherLiabilitiesGrp/BOYAmt01162825
IRS990/OtherLiabilitiesGrp/EOYAmt01014840
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04227
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04227
IRS990/OtherRevenueTotalAmt04227
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0191021
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt074785
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0296411
IRS990/OtherSalariesAndWagesGrp/TotalAmt0562217
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt021553
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017705
IRS990/PayrollTaxesGrp/ProgramServicesAmt037718
IRS990/PayrollTaxesGrp/TotalAmt076976
IRS990/PensionPlanContributionsGrp/FundraisingAmt04562
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0430
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06637
IRS990/PensionPlanContributionsGrp/TotalAmt011629
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01920235
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01957968
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt080000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt080000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014423
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019257
IRS990/PrincipalOfficerNm0JOHN VASCONCELLOS
IRS990/PriorPeriodAdjustmentsAmt04921158
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1541610
IRS990/ProgramServiceRevenueGrp/Desc0WORKSHOP FEES
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0125040
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16713
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0125040
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16713
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02727514
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02317476
IRS990/PYInvestmentIncomeAmt02083541
IRS990/PYOtherExpensesAmt0837922
IRS990/PYOtherRevenueAmt0115716
IRS990/PYProgramServiceRevenueAmt0179790
IRS990/PYRevenuesLessExpensesAmt01071204
IRS990/PYSalariesCompEmpBnftPaidAmt0879959
IRS990/PYTotalExpensesAmt04035357
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05106561
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0566139
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,719,482
Liabilities
$1,239,894
Net assets
$34,479,588
Revenue
$5,569,947
Expenses
$5,003,808
Net income
$566,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.0$2.99$59.1$11.7$7.54$4.12
2023Detailed filing. Detailed filing data is available for this year.$56.0$2.53$53.5$10.5$9.95$0.54
2022Detailed filing. Detailed filing data is available for this year.$49.6$1.74$47.9$12.8$8.47$4.35
2021Detailed filing. Detailed filing data is available for this year.$53.1$1.49$51.7$13.7$10.3$3.40
2020Detailed filing. Detailed filing data is available for this year.$47.5$1.39$46.1$13.9$11.2$2.64
2019Detailed filing. Detailed filing data is available for this year.$41.9$1.17$40.7$7.07$5.22$1.85
2018Detailed filing. Detailed filing data is available for this year.$35.7$1.24$34.5$5.57$5.00$0.57
2017Detailed filing. Detailed filing data is available for this year.$36.4$1.81$34.6$5.11$4.04$1.07
2016Detailed filing. Detailed filing data is available for this year.$32.7$1.64$31.0$3.39$4.05$0.66
2015Detailed filing. Detailed filing data is available for this year.$31.5$1.72$29.8$5.76$4.92$0.85
2014Detailed filing. Detailed filing data is available for this year.$32.7$1.81$30.9$6.91$5.41$1.50
2013Detailed filing. Detailed filing data is available for this year.$32.2$2.02$30.2$7.11$4.47$2.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.4$1.92$25.5$3.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$1.69$21.8$3.95
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$1.02$23.8$3.17