Civic Intelligence

Milton Residences for the Elderly Inc

EIN 04-6207699 • 501(c)3 • Milton, MA

Profile

Endeavors to meet the needs of the seniors in milton and beyond, by providing housing and services, with sensitivity and care as a means of assuring their well-being and preserving their dignity.

600 Canton AvenueMilton, MA 02186

www.mreinc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.84x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

9.15x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

44th percentile

2.4%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-3.9%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$19,256,306

Up $1,773,072 (+10%) from 2023

Liabilities

Up

$16,217,560

Up $1,605,702 (+11%) from 2023

Net Assets

Up

$3,038,746

Up $167,370 (+5.8%) from 2023

Revenue

Down

$1,773,247

Down $72,842 (-3.9%) from 2023

Expenses

Down

$1,731,112

Down $39,770 (-2.2%) from 2023

Net Income

Down

$42,135

Down $33,072 (-44%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $1,701,502Liabilities 2010: $73,347Net Assets 2010: $1,628,1552010Assets 2011: $1,603,911Liabilities 2011: $77,181Net Assets 2011: $1,526,7302011Assets 2012: $1,617,511Liabilities 2012: $94,904Net Assets 2012: $1,522,6072012Assets 2013: $1,687,372Liabilities 2013: $122,244Net Assets 2013: $1,565,1282013Assets 2014: $1,719,870Liabilities 2014: $105,720Net Assets 2014: $1,614,1502014Assets 2015: $1,849,700Liabilities 2015: $80,178Net Assets 2015: $1,769,5222015Assets 2016: $2,032,695Liabilities 2016: $91,147Net Assets 2016: $1,941,5482016Assets 2017: $2,336,559Liabilities 2017: $94,211Net Assets 2017: $2,242,3482017Assets 2018: $2,280,279Liabilities 2018: $80,429Net Assets 2018: $2,199,8502018Assets 2019: $2,474,876Liabilities 2019: $107,192Net Assets 2019: $2,367,6842019Assets 2020: $2,845,303Liabilities 2020: $346,040Net Assets 2020: $2,499,2632020Assets 2021: $3,052,904Liabilities 2021: $109,559Net Assets 2021: $2,943,3452021Assets 2022: $16,749,751Liabilities 2022: $14,220,753Net Assets 2022: $2,528,9982022Assets 2023: $17,483,234Liabilities 2023: $14,611,858Net Assets 2023: $2,871,3762023Assets 2024: $19,256,306Liabilities 2024: $16,217,560Net Assets 2024: $3,038,7462024

Highlighted filing

2024

Assets$19,256,306
Liabilities$16,217,560
Net Assets$3,038,746

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,421,8182010Expenses 2011: $1,261,7452011Expenses 2012: $1,260,1882012Revenue 2013: $1,167,398Expenses 2013: $1,208,189Net Income 2013: -$40,7912013Revenue 2014: $1,291,275Expenses 2014: $1,230,836Net Income 2014: $60,4392014Revenue 2015: $1,524,160Expenses 2015: $1,278,614Net Income 2015: $245,5462015Revenue 2016: $1,496,075Expenses 2016: $1,356,095Net Income 2016: $139,9802016Revenue 2017: $1,534,188Expenses 2017: $1,384,822Net Income 2017: $149,3662017Revenue 2018: $1,509,532Expenses 2018: $1,386,713Net Income 2018: $122,8192018Revenue 2019: $1,538,808Expenses 2019: $1,617,025Net Income 2019: -$78,2172019Revenue 2020: $1,448,417Expenses 2020: $1,708,298Net Income 2020: -$259,8812020Revenue 2021: $1,956,990Expenses 2021: $1,623,168Net Income 2021: $333,8222021Revenue 2022: $1,807,946Expenses 2022: $1,727,341Net Income 2022: $80,6052022Revenue 2023: $1,846,089Expenses 2023: $1,770,882Net Income 2023: $75,2072023Revenue 2024: $1,773,247Expenses 2024: $1,731,112Net Income 2024: $42,1352024

Highlighted filing

2024

Revenue$1,773,247
Expenses$1,731,112
Net Income$42,135

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$16.2$3.04$1.77$1.73$0.04
2023Detailed filing. Detailed filing data is available for this year.$17.5$14.6$2.87$1.85$1.77$0.08
2022Detailed filing. Detailed filing data is available for this year.$16.7$14.2$2.53$1.81$1.73$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.05$0.11$2.94$1.96$1.62$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.85$0.35$2.50$1.45$1.71$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.11$2.37$1.54$1.62$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.28$0.08$2.20$1.51$1.39$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.34$0.09$2.24$1.53$1.38$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.09$1.94$1.50$1.36$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.08$1.77$1.52$1.28$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.11$1.61$1.29$1.23$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.12$1.57$1.17$1.21$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.09$1.52$1.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.08$1.53$1.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.07$1.63$1.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$1,773,247
Mission and Program Overview

Mission

Endeavors to meet the needs of the seniors- in milton and beyond- by providing housing and services, with sensitivity and care as a means of assuring their well-being and preserving their dignity.

To meet the needs of the seniors- in milton and beyond- by providing housing and services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,708,995$2,933,769▲ $224,774
Savings and Temporary Cash Investments$169,681$130,194▼ $39,487
Accounts Receivable$30,229$83,358▲ $53,129
Prepaid Expenses and Deferred Charges$29,294$31,865▲ $2,571
Receivables From Officers Etc$48,789$2,887▼ $45,902
Land, Buildings, and Equipment, Net$1,224$924▼ $300
Total Assets$17,483,234$19,256,306▲ $1,773,072
Other Assets Total$14,495,022$16,073,309▲ $1,578,287
Liabilities
Other Liabilities$14,495,022$16,073,309▲ $1,578,287
Accounts Payable and Accrued Expenses$116,836$144,251▲ $27,415
Total Liabilities$14,611,858$16,217,560▲ $1,605,702
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,871,376$3,038,746▲ $167,370
Total Net Assets Fund Balance$2,871,376$3,038,746▲ $167,370
Total Liabilities and Net Assets / Fund Balance$17,483,234$19,256,306▲ $1,773,072

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$924$117,251$118,175
Other Assets Org$16,073,309--
Other Securities$188,442--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah MclarenExecutive DirectorFT$189,865$27,257$217,122

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Davis Square ArchitectsArchitecture Design Services240 ELM STREET, Somerville, MA 02144$617,057
Cura Hospitality LLCFood Service Management Services6000 TOWN CENTER BLVD, Canonsburg, PA 15317$167,036
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,642,362
Investment Income
$130,885
Other Revenue
$0
Change in Net Assets
$42,135

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,773,247
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$125,235
Total Revenue per Audited Statements
$1,898,482
Total Revenue per Form 990
$1,773,247
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,604,828
Other Expenses$126,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,118,153$41,119-$1,159,272
Current Officers, Directors, Trustees, and Key Employees-$237,451-$237,451
Other Employee Benefits$78,156$27,473-$105,629
Payroll Taxes$82,038$20,438-$102,476
Office Expenses-$16,607-$16,607
Fees for Services Legal-$16,381-$16,381
Insurance$10,407$5,842-$16,249
Other Expenses$2,156$4,107-$2,156
All Other Expenses-$1,903-$1,903
Depreciation Depletion-$300-$300
Total Functional Expenses$1,359,491$371,621$0$1,731,112

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,731,112
Total Expenses per Audited Statements$1,731,112
Total Expenses per Form 990$1,731,112
Expenses Not Reported on Financial Statements$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$48,789$2,887▼ $45,902
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fiduciary Liability$16,073,309
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Conflict-of-interest policy
No
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 tax returns are prepared by the corporation's audit firm. A draft of the form 990 is submitted to the corporation's management by its audit firm for review. Upon completion of management's review and resolution of any questions, the draft of the form 990 is then electronically submitted to the corporation's treasurer and/or finance committee for a second review and approval prior to filing.

Form 990, Part VI, Section B, Line 15A

The compensation of the executive director is reviewed and approved by the compensation committee of the organization. There were no key employees or officers paid.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Milton Residences for the Elderly Inc
EIN
04-6207699
Phone
6176983005
Address
600 CANTON AVENUE, MILTON, MA 02186

Signing Officer

Name
W Paul Needham
Title
President
Phone
6176983005
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Paul Needham
Formed
1968
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
34
Volunteers
15

Preparer

Firm
Gerald T Reilly & Company
Address
424 ADAMS STREET, MILTON, MA 02186
Preparer
Kevin Bonnett CPA
Phone
6176968900
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The organization's board of directors assumes responsibility for the overshight of the audit

Raw XML AppendixShowing 400 of 593 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.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt083358
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO MEET THE NEEDS OF THE SENIORS- IN MILTON AND BEYOND- BY PROVIDING HOUSING AND SERVICES.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01903
IRS990/AllOtherExpensesGrp/TotalAmt01903
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IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENDEAVORS TO MEET THE NEEDS OF THE SENIORS IN MILTON AND BEYOND, BY PROVIDING HOUSING AND SERVICES, WITH SENSITIVITY AND CARE AS A MEANS OF ASSURING THEIR WELL-BEING AND PRESERVING THEIR DIGNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02871376
IRS990/NetAssetsOrFundBalancesEOYAmt03038746
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0125235
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02871376
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03038746
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016607
IRS990/OfficeExpensesGrp/TotalAmt016607
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014495022
IRS990/OtherAssetsTotalGrp/EOYAmt016073309
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027473
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt078156
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0105629
IRS990/OtherExpensesGrp/Desc0ASSISTED LIVING PROJECT
IRS990/OtherExpensesGrp/Desc1HEALTH SERVICES
IRS990/OtherExpensesGrp/Desc2MEETINGS AND SEMINARS
IRS990/OtherExpensesGrp/Desc3TRANSPORTATION EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04107
IRS990/OtherExpensesGrp/ProgramServicesAmt058709
IRS990/OtherExpensesGrp/ProgramServicesAmt19872
IRS990/OtherExpensesGrp/ProgramServicesAmt22156
IRS990/OtherExpensesGrp/TotalAmt058709
IRS990/OtherExpensesGrp/TotalAmt19872
IRS990/OtherExpensesGrp/TotalAmt24107
IRS990/OtherExpensesGrp/TotalAmt32156
IRS990/OtherLiabilitiesGrp/BOYAmt014495022
IRS990/OtherLiabilitiesGrp/EOYAmt016073309
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041119
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01118153
IRS990/OtherSalariesAndWagesGrp/TotalAmt01159272
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020438
IRS990/PayrollTaxesGrp/ProgramServicesAmt082038
IRS990/PayrollTaxesGrp/TotalAmt0102476
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029294
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031865
IRS990/PrincipalOfficerNm0W PAUL NEEDHAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561700
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2561000
IRS990/ProgramServiceRevenueGrp/BusinessCd3561000
IRS990/ProgramServiceRevenueGrp/BusinessCd4561499
IRS990/ProgramServiceRevenueGrp/Desc0MAINTENANCE & SECURITY
IRS990/ProgramServiceRevenueGrp/Desc1ASSISTED LIVING & MANA
IRS990/ProgramServiceRevenueGrp/Desc2MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc3SUPPORT SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc4TRANSPORT & MISC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0797819
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1385964
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2326901
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3129762
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41916
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0797819
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1385964
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2326901
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3129762
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41916
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT SERVICES & SOCIAL ACTIVITIES- PROVIDE SOCIAL SERVICES INCLUDING PERSONAL AND HOME CARE, TRANSPORTATION AND ACTIVITIES FOR RESIDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0675842
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0517642
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0102433
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt096896
IRS990/PYOtherExpensesAmt0150412
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01646760
IRS990/PYRevenuesLessExpensesAmt075207
IRS990/PYSalariesCompEmpBnftPaidAmt01620470
IRS990/PYTotalExpensesAmt01770882
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01846089
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt048789
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt02887
IRS990/ReconcilationRevenueExpnssAmt042135
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01124720
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0169681
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0130194
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0102433
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0104763
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0130885
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt089707
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt061946
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0136554
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt057619
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0476711
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01767597
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01921120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01250998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01696391
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01638599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08274705
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0130885
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt089707
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt061946
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0136554
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt057619
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0476711
IRS990ScheduleA/InvestmentIncomeCYPct00.05380
IRS990ScheduleA/InvestmentIncomePYPct00.04650
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94620
IRS990ScheduleA/PublicSupportPY509Pct00.95350
IRS990ScheduleA/PublicSupportTotal509Amt08379468
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01767597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02023553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01251048
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01698566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01638704
IRS990ScheduleA/Total509Grp/TotalAmt08379468
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01898482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02113260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01312994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01835120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01696323
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08856179
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0924
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0117251
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0118175
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01731112
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0125235
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt016073309
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016073309
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FIDUCIARY LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0115262
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11135224
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21036316
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3458525
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4188442
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS - BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MUTUAL FUNDS - EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2EXCHANGE TRADED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3EQUITY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc4MONEY MARKET FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/RevenueNotReportedAmt0125235
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01773247
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0924
IRS990ScheduleD/TotalBookValueOtherAssetsAmt016073309
IRS990ScheduleD/TotalBookValueSecuritiesAmt02933769
IRS990ScheduleD/TotalExpensesPerForm990Amt01731112
IRS990ScheduleD/TotalLiabilityAmt016073309
IRS990ScheduleD/TotalRevenuePerForm990Amt01773247
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01898482
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01731112
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0189865
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00

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