Civic Intelligence

United Methodist Homes Inc.

990 • Fiscal year 2017 • EIN 06-0987394

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 15, 2018

580 Long Hill AvenueShelton, CT 06484

(203) 944-8285

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.05x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

42nd percentile

0.12x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

6th percentile

-44%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$392,737

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

2nd percentile

-31%

Faster asset growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-8.9%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Down

$8,598,750

Down $3,914,840 (-31%) from 2016

Net Assets

Down

$8,133,765

Down $1,686,356 (-17%) from 2016

Liabilities

Down

$464,985

Down $2,228,484 (-83%) from 2016

Revenue

Down

$3,824,097

Down $374,729 (-8.9%) from 2016

Expenses

Up

$5,510,453

Up $2,323,752 (+73%) from 2016

Net Income

Down

-$1,686,356

Down $2,698,481 (-267%) from 2016

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $18,989,954Liabilities 2010: $12,618,865Net Assets 2010: $6,371,0892010Assets 2011: $13,275,005Liabilities 2011: $5,720,235Net Assets 2011: $7,554,7702011Assets 2012: $11,691,483Liabilities 2012: $4,772,120Net Assets 2012: $6,919,3632012Assets 2013: $10,713,655Liabilities 2013: $3,626,013Net Assets 2013: $7,087,6422013Assets 2014: $10,342,570Liabilities 2014: $2,553,721Net Assets 2014: $7,788,8492014Assets 2015: $11,100,755Liabilities 2015: $2,292,759Net Assets 2015: $8,807,9962015Assets 2016: $12,513,590Liabilities 2016: $2,693,469Net Assets 2016: $9,820,1212016Assets 2017: $8,598,750Liabilities 2017: $464,985Net Assets 2017: $8,133,7652017Assets 2018: $11,297,790Liabilities 2018: $1,864,028Net Assets 2018: $9,433,7622018Assets 2019: $13,647,615Liabilities 2019: $636,398Net Assets 2019: $13,011,2172019Assets 2020: $18,016,800Liabilities 2020: $4,390,423Net Assets 2020: $13,626,3772020Assets 2021: $17,273,638Liabilities 2021: $2,444,435Net Assets 2021: $14,829,2032021Assets 2022: $20,831,430Liabilities 2022: $473,367Net Assets 2022: $20,358,0632022Assets 2023: $21,804,924Liabilities 2023: $425,711Net Assets 2023: $21,379,2132023Assets 2024: $22,096,674Liabilities 2024: $480,909Net Assets 2024: $21,615,7652024

Highlighted filing

2017

Assets$8,598,750
Liabilities$464,985
Net Assets$8,133,765

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,248,4192010Expenses 2011: $3,689,0622011Expenses 2012: $2,809,7832012Revenue 2013: $4,190,915Expenses 2013: $2,965,483Net Income 2013: $1,225,4322013Revenue 2014: $4,213,283Expenses 2014: $3,468,151Net Income 2014: $745,1322014Revenue 2015: $4,390,675Expenses 2015: $3,371,528Net Income 2015: $1,019,1472015Revenue 2016: $4,198,826Expenses 2016: $3,186,701Net Income 2016: $1,012,1252016Revenue 2017: $3,824,097Expenses 2017: $5,510,453Net Income 2017: -$1,686,3562017Revenue 2018: $4,372,031Expenses 2018: $3,072,034Net Income 2018: $1,299,9972018Revenue 2019: $6,652,391Expenses 2019: $3,074,936Net Income 2019: $3,577,4552019Revenue 2020: $3,593,083Expenses 2020: $2,977,923Net Income 2020: $615,1602020Revenue 2021: $7,356,290Expenses 2021: $2,930,040Net Income 2021: $4,426,2502021Revenue 2022: $10,579,854Expenses 2022: $3,150,994Net Income 2022: $7,428,8602022Revenue 2023: $4,252,617Expenses 2023: $3,231,467Net Income 2023: $1,021,1502023Revenue 2024: $3,555,993Expenses 2024: $3,319,440Net Income 2024: $236,5532024

Highlighted filing

2017

Revenue$3,824,097
Expenses$5,510,453
Net Income-$1,686,356
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 15, 2018
Return Version
2016v3.0
Gross Receipts
$3,824,097
Mission and Program Overview

Mission

To provide a continuum of services that supports health, independence,and dignity. We build this continuum on the belief that a relationship-centered philosophy best sustains body, mind and spirit.

to provide a continuum of services that supports health, independence, and dignity

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$866,904$1,343,529▲ $476,625
Accounts Receivable-$1,006,124-
Land, Buildings, and Equipment, Net$570,481$722,104▲ $151,623
Prepaid Expenses and Deferred Charges$27,799$79,619▲ $51,820
Total Assets$12,513,590$8,598,750▼ $3,914,840
Other Assets Total$11,048,406$5,447,374▼ $5,601,032
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,501,655--
Accounts Payable and Accrued Expenses$1,191,814$464,985▼ $726,829
Total Liabilities$2,693,469$464,985▼ $2,228,484
Net Assets / Fund Balance
Unrestricted Net Assets$9,820,121$8,133,765▼ $1,686,356
Total Net Assets Fund Balance$9,820,121$8,133,765▼ $1,686,356
Total Liabilities and Net Assets / Fund Balance$12,513,590$8,598,750▼ $3,914,840

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$197,042$728,387$925,429
Buildings$373,363$328,745$702,108
Land$151,699-$151,699
Other Assets Org$5,447,374--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David M LawlorPresident & CEOFT$339,551$53,186$392,737
GARY J MAGLIO ControllerASSIST. TREAs. until 12/23/16FT$153,801$27,224$181,025
ZVONIMIR JUKIC ControllerASSIST. TREAS. as of 12/23/16FT$111,435$12,979$124,414

Board Members and Trustees

NameTitle
Jay S NickseDirector/chairman
MATTHEW L O'CONNOR PHDDIRECTOR/VICE Chair
Alison E Kris Rn PhdDirector
Donald EspachDirector
Dr Daniel WollmandIRECTOR
James F TomchikDirector
John GiovannoneDirector
Rev Barbara SchafferDirector
Robert MillerDirector
William PurcellDirector
William BrennanDirector/secretary
Maureen GormanDirector/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$279,985
Program Service Revenue
$2,817,397
Investment Income
$632,038
Other Revenue
$94,677
All Other Contributions
$158,400
Change in Net Assets
$-1,686,356

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,824,097
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$38,516,392
Total Revenue per Audited Statements
$42,340,489
Total Revenue per Form 990
$3,824,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,372,445
Salaries, Compensation, and Employee Benefits$2,041,242
Other Expenses$1,096,766
Total Fundraising Expense$77,658
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,372,445--$2,372,445
Other Salaries and Wages$244,016$524,584$31,855$800,455
Current Officers, Directors, Trustees, and Key Employees$204,295$530,965-$735,260
Fees for Services Other$7,094$360,319$525$367,938
Pension Plan Contributions$17,123$242,381$2,535$262,039
Advertising$130,594$346$33,611$164,551
Office Expenses$34,996$121,037$2,464$158,497
Occupancy$78,192$68,155-$146,347
Payroll Taxes$35,180$96,166$2,604$133,950
Other Employee Benefits$35,491$71,372$2,675$109,538
Depreciation Depletion$99,396$2,028-$101,424
Fees for Services Legal-$50,262-$50,262
Insurance$10,145$27,731$751$38,627
Fees for Services Accounting-$26,536-$26,536
Travel$13,761$11,051$299$25,111
Conferences and Meetings$2,544$6,953$188$9,685
Other Expenses$2,045$5,592$151$7,788
Total Functional Expenses$3,287,317$2,145,478$77,658$5,510,453

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$34,330,552
Expenses Not Reported on Form 990$28,820,099
Expenses per Audited Statements$5,510,453
Total Expenses per Form 990$5,510,453
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wesleyan Foundation for Health and Aging IncShelton, CT501 (c)(3)general support$1,800,000
Wesleyan Homes of Tennessee Incshelton, CT501 (c)(3)general support$572,445
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

Form 990 is prepared by our independent auditors in coordination with the annual audits. The Finance Committee reviews these reports and provides comment prior to electronic filing.

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

Officers and directors are required to disclose the existence of any financial interests in connection to an ownership, investment or compensation arrangement with any individual or organization with which United Methodist Homes and affiliates has or is contemplating a transaction with. Potential conflicts of interest are reviewed by a committee lead by the Corporate Compliance Officer. The committee evaluates the appropriate handling of each conflict and reports to the full board on an annual basis. A conflicted person may not vote on or enter into any transaction with which he has a conflict of interest. The Board may appoint a disinterested person or committee to investigate alternatives to any proposed conflicted transaction. Records and reviews of all identity of interests and determinations of possible conflicts of interest are recorded in the minutes of any Board meeting in which they are discussed.

Form 990, Part VI, Section B, line 15

Compensation of management is determined by a compensation committee and/or senior management, including the human resources department, through a detailed review using comparability data from similarly situated nonprofit organizations. Contemporaneous documentation of the deliberations and decision making is maintained by the organization. The process was last conducted in 2017.

Form 990, Part VI, Section C, line 19

The organization makes its governing documents, conflict of interest policy, 990s and financial statements available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
United Methodist Homes Inc
EIN
06-0987394
Phone
2039448285
Address
580 LONG HILL AVENUE, SHELTON, CT 06484

Signing Officer

Name
Zvonimir Jukic
Title
Corporate Controller
Phone
2039448285
Signed
2018-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zvonimir Jukic
Formed
1965
Legal Domicile
Ct
Voting Board Members
13
Independent Board Members
12
Employees
431
Volunteers
12

Preparer

Firm
PKF O'Connor Davies LLP
Address
665 Fifth Avenue, New York, NY 10022
Preparer
Garrett M Higgins
Phone
2122862600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, line 2C explanation:

the process has not changed from the prior year.

Financial Statement Notes

Part X, Line 2:

The Organization recognizes the effect of income tax positions when they are more likely than not to be sustained. Management has determined that the Organization had no uncertain tax positions that would require financial statement recognition or disclosure. The Organization is no longer subject to examinations by the applicable taxing jurisdictions for periods prior to September 30, 2014.

Part XI, Line 2D - Other Adjustments:

Revenue of subsidiaries 38,516,392.

Part XII, Line 2D - Other Adjustments:

Expenses of subsidiaries 28,820,099.

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IRS990/Desc0See Schedule OUNITED METHODIST HOMES, INC. PROVIDES HOUSING AND HEALTH CARE SERVICES THROUGH ITS AFFILIATES.United Methodist Homes' affiliates include:- Bishop Wicke Health and Rehabilitation Center, Inc. is a 120-bed non-profit skilled nursing facility located in Shelton, Connecticut.- Wesley Heights, Inc. offers elderly persons a community life-style dedicated to promoting their health, security, happiness and usefulness in longer living by providing, on a non-profit basis, appropriate housing, medical, nursing and related facilities and services especially designed to meet their physical, social and psychological needs. Wesley Heights operates 180 units including studio, efficiency and congregate apartments and cottages in Shelton, Connecticut.- Crosby Commons, Inc. is a non-profit, managed residential community located in Shelton, Connecticut. - Carelink Corporation is a non-profit, licensed assisted living services agency located in Shelton, Connecticut which provides services to residents of certain affiliates. - The Long Hill Company is a Connecticut corporation that provides management and consulting services to affiliates and third party clients. Long Hill is the parent of two wholly owned subsidiaries, Middlewoods of Farmington, LLC and Senior Living Services, LLC, collectively ("Long Hill and subsidiaries"). Middlewoods of Farmington, LLC is a Connecticut Limited Liability Company that operates as a managed residential care facility located in Farmington, Connecticut. Senior Living Services, LLC is a limited liability company licensed as an assisted living services agency which provides services to residents of Middlewoods of Farmington, LLC. - Middlewoods of Newington, Inc. is a non-profit, managed residential community located in Newington, Connecticut.- Wesleyan Homes of Tennessee, Inc. d/b/a Foxbridge is a non-profit, assisted living community located in Memphis, Tennessee. - Wesleyan Foundation for Health and Aging, Inc. is a non-profit established to fund for the care of seniors by providing financial support to UMH and its subsidiaries.
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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/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR/CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR/VICE Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSIST. TREAs. until 12/23/16
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASSIST. TREAS. as of 12/23/16
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt0121585
IRS990/GrantAmt02372445
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02372445
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02372445
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03824097
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0751
IRS990/InsuranceGrp/ManagementAndGeneralAmt027731
IRS990/InsuranceGrp/ProgramServicesAmt010145
IRS990/InsuranceGrp/TotalAmt038627
IRS990/InvestmentIncomeGrp/ExclusionAmt0632038
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0632038
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01057132
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0570481
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0722104
IRS990/LandBldgEquipCostOrOtherBssAmt01779236
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE A CONTINUUM OF SERVICES THAT SUPPORTS HEALTH, INDEPENDENCE,AND DIGNITY. WE BUILD THIS CONTINUUM ON THE BELIEF THAT A RELATIONSHIP-CENTERED PHILOSOPHY BEST SUSTAINS BODY, MIND AND SPIRIT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01501655
IRS990/NetAssetsOrFundBalancesBOYAmt09820121
IRS990/NetAssetsOrFundBalancesEOYAmt08133765
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt068155
IRS990/OccupancyGrp/ProgramServicesAmt078192
IRS990/OccupancyGrp/TotalAmt0146347
IRS990/OfficeExpensesGrp/FundraisingAmt02464
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0121037
IRS990/OfficeExpensesGrp/ProgramServicesAmt034996
IRS990/OfficeExpensesGrp/TotalAmt0158497
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011048406
IRS990/OtherAssetsTotalGrp/EOYAmt05447374
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02675
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt071372
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt035491
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0109538
IRS990/OtherExpensesGrp/Desc0dues & subscriptions
IRS990/OtherExpensesGrp/FundraisingAmt0151
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05592
IRS990/OtherExpensesGrp/ProgramServicesAmt02045
IRS990/OtherExpensesGrp/TotalAmt07788
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Reimbursements/other
IRS990/OtherRevenueMiscGrp/ExclusionAmt094677
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt094677
IRS990/OtherRevenueTotalAmt094677
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt031855
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0524584
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0244016
IRS990/OtherSalariesAndWagesGrp/TotalAmt0800455
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02604
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt096166
IRS990/PayrollTaxesGrp/ProgramServicesAmt035180
IRS990/PayrollTaxesGrp/TotalAmt0133950
IRS990/PensionPlanContributionsGrp/FundraisingAmt02535
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0242381
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt017123
IRS990/PensionPlanContributionsGrp/TotalAmt0262039
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027799
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt079619
IRS990/PrincipalOfficerNm0Zvonimir Jukic
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0management fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02817397
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02817397
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0141614
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0703192
IRS990/PYOtherExpensesAmt0765152
IRS990/PYOtherRevenueAmt066386
IRS990/PYProgramServiceRevenueAmt03287634
IRS990/PYRevenuesLessExpensesAmt01012125
IRS990/PYSalariesCompEmpBnftPaidAmt02421549
IRS990/PYTotalExpensesAmt03186701
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04198826
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1686356
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02817397
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Reimbursements/other - 2012 Amount: $ 17,790. 2013 Amount: $ 39,408. 2014 Amount: $ 205,107. 2015 Amount: $ 49,613. 2016 Amount: $ 94,677. Repayment of loan - 2014 Amount: $ 78,741. legal payouts - 2015 Amount: $ 16,773.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0279985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0141614
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0184192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0158454
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0347937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01112182
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0632038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0703192
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0654739
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0634692
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0592597
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03217258
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02817397
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03287634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03267896
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03380729
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03232591
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015986247
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0632038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0703192
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0654739
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0634692
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0592597
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03217258
IRS990ScheduleA/InvestmentIncomeCYPct00.15450
IRS990ScheduleA/InvestmentIncomePYPct00.15100
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt094677
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt066386
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0283848
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt039408
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt017790
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0502109
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82130
IRS990ScheduleA/PublicSupportPY509Pct00.83020
IRS990ScheduleA/PublicSupportTotal509Amt017098429
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03097382
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03429248
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03452088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03539183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03580528
IRS990ScheduleA/Total509Grp/TotalAmt017098429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03824097
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04198826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04390675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04213283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04190915
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020817796
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0373363
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0328745
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0702108
IRS990ScheduleD/EquipmentGrp/BookValueAmt0197042
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0728387
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0925429
IRS990ScheduleD/ExpensesNotReportedAmt028820099

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.1$0.48$21.6$3.56$3.32$0.24
2023Detailed filing. Detailed filing data is available for this year.$21.8$0.43$21.4$4.25$3.23$1.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.47$20.4$10.6$3.15$7.43
2021Detailed filing. Detailed filing data is available for this year.$17.3$2.44$14.8$7.36$2.93$4.43
2020Detailed filing. Detailed filing data is available for this year.$18.0$4.39$13.6$3.59$2.98$0.62
2019Detailed filing. Detailed filing data is available for this year.$13.6$0.64$13.0$6.65$3.07$3.58
2018Detailed filing. Detailed filing data is available for this year.$11.3$1.86$9.43$4.37$3.07$1.30
2017Detailed filing. Detailed filing data is available for this year.$8.60$0.46$8.13$3.82$5.51$1.69
2016Detailed filing. Detailed filing data is available for this year.$12.5$2.69$9.82$4.20$3.19$1.01
2015Detailed filing. Detailed filing data is available for this year.$11.1$2.29$8.81$4.39$3.37$1.02
2014Detailed filing. Detailed filing data is available for this year.$10.3$2.55$7.79$4.21$3.47$0.75
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$3.63$7.09$4.19$2.97$1.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$4.77$6.92$2.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$5.72$7.55$3.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$12.6$6.37$4.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $5M-$10M nonprofits