Civic Intelligence

Sharon Land Trust Inc.

990 • Fiscal year 2018 • EIN 06-1069118

Oct 01, 2017 to Sep 30, 2018 • Filed on Apr 17, 2019

Organization ProfileWWW.SHARONLANDTRUST.ORG
PO Box 1027Sharon, CT 06069

(860) 364-5137

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.02x

Higher debt load relative to revenue than 10% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

65th percentile

6.1%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-29%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$15,277,700

Up $883,677 (+6.1%) from 2017

Net Assets

Up

$15,258,021

Up $865,190 (+6.0%) from 2017

Liabilities

Up

$19,679

Up $18,487 (+1551%) from 2017

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin97th percentile

Revenue

Down

$994,256

Down $401,786 (-29%) from 2017

Expenses

Up

$149,270

Up $890 (+0.6%) from 2017

Net Income

Down

$844,986

Down $402,676 (-32%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$30M$20M$10M$0Assets 2010: $8,897,772Liabilities 2010: $148,740Net Assets 2010: $8,749,0322010Assets 2011: $8,938,837Liabilities 2011: $149,105Net Assets 2011: $8,789,7322011Assets 2012: $9,038,323Liabilities 2012: $151,049Net Assets 2012: $8,887,2742012Assets 2013: $11,533,672Liabilities 2013: $149,821Net Assets 2013: $11,383,8512013Assets 2014: $11,921,473Liabilities 2014: $152,743Net Assets 2014: $11,768,7302014Assets 2015: $12,393,591Liabilities 2015: $2,314Net Assets 2015: $12,391,2772015Assets 2016: $12,970,306Liabilities 2016: $2,385Net Assets 2016: $12,967,9212016Assets 2017: $14,394,023Liabilities 2017: $1,192Net Assets 2017: $14,392,8312017Assets 2018: $15,277,700Liabilities 2018: $19,679Net Assets 2018: $15,258,0212018Assets 2019: $15,372,608Liabilities 2019: $9,454Net Assets 2019: $15,363,1542019Assets 2020: $15,461,612Liabilities 2020: $34,683Net Assets 2020: $15,426,9292020Assets 2021: $17,179,945Liabilities 2021: $10,781Net Assets 2021: $17,169,1642021Assets 2022: $18,343,217Liabilities 2022: $15,987Net Assets 2022: $18,327,2302022Assets 2023: $19,230,295Liabilities 2023: $6,134Net Assets 2023: $19,224,1612023Assets 2024: $21,889,755Liabilities 2024: $12,362Net Assets 2024: $21,877,3932024

Highlighted filing

2018

Assets$15,277,700
Liabilities$19,679
Net Assets$15,258,021
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $339,8132010Expenses 2011: $38,9892011Revenue 2012: $192,424Expenses 2012: $146,500Net Income 2012: $45,9242012Revenue 2013: $2,569,193Expenses 2013: $154,777Net Income 2013: $2,414,4162013Revenue 2014: $494,355Expenses 2014: $143,635Net Income 2014: $350,7202014Revenue 2015: $1,025,718Expenses 2015: $280,687Net Income 2015: $745,0312015Revenue 2016: $635,765Expenses 2016: $146,290Net Income 2016: $489,4752016Revenue 2017: $1,396,042Expenses 2017: $148,380Net Income 2017: $1,247,6622017Revenue 2018: $994,256Expenses 2018: $149,270Net Income 2018: $844,9862018Revenue 2019: $352,981Expenses 2019: $202,816Net Income 2019: $150,1652019Revenue 2020: $194,105Expenses 2020: $194,782Net Income 2020: -$6772020Revenue 2021: $437,607Expenses 2021: $53,052Net Income 2021: $384,5552021Revenue 2022: $1,457,489Expenses 2022: $225,490Net Income 2022: $1,231,9992022Revenue 2023: $1,197,411Expenses 2023: $281,002Net Income 2023: $916,4092023Revenue 2024: $3,043,538Expenses 2024: $402,417Net Income 2024: $2,641,1212024

Highlighted filing

2018

Revenue$994,256
Expenses$149,270
Net Income$844,986
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Apr 17, 2019
Return Version
2017v2.2
Gross Receipts
$994,256
Mission and Program Overview

Mission

The purpose of the trust is to protect and conserve land in the town of sharon ct

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,922,265$12,627,431▲ $705,166
Investments in Publicly Traded Securities$2,158,185$2,399,162▲ $240,977
Savings and Temporary Cash Investments$140,426$140,723▲ $297
Cash and Non-Interest-Bearing Accounts$173,147$110,384▼ $62,763
Total Assets$14,394,023$15,277,700▲ $883,677
Liabilities
Accounts Payable and Accrued Expenses$1,192$19,679▲ $18,487
Total Liabilities$1,192$19,679▲ $18,487
Net Assets / Fund Balance
Unrestricted Net Assets$11,590,945$12,781,663▲ $1,190,718
Permanently Rstr Net Assets$2,465,419$2,465,419→ $0
Temporarily Rstr Net Assets$336,467$10,939▼ $325,528
Total Net Assets Fund Balance$14,392,831$15,258,021▲ $865,190
Total Liabilities and Net Assets / Fund Balance$14,394,023$15,277,700▲ $883,677

Asset Categories

AssetBook ValueDepreciationBasis
Land$12,626,726-$12,626,726
Equipment$705$2,848$3,553

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,465,419---$2,465,419
2016$2,465,419---$2,465,419
2015$2,465,419---$2,465,419
2014$2,455,324$10,095--$2,465,419
2013$2,455,324---$2,455,324
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Patricia RowellVice President
Christopher B ClowDirector
James D KrisselDirector
Jonathan DosterDirector
Lynden MillerDirector
Mardee CavallaroDirector
Mark KeimDirector
Robert H MattoonDirector
Melinda M SweetSecretary
Roger LiddellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$863,109
Program Service Revenue
$0
Investment Income
$131,147
Other Revenue
$0
All Other Contributions
$863,109
Change in Net Assets
$844,986

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Qualified Contrib Other2$705,620Appraisal
Securities Publicly Traded1$2,606Fair Market Value (FMV)
Total Noncash Contributions3$708,226-

Audited Revenue Reconciliation

Revenue per Audited Statements
$994,256
Revenue Not Reported on Form 990
$20,204
Total Revenue per Audited Statements
$1,014,460
Total Revenue per Form 990
$994,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$77,547
Other Expenses$71,723
Total Fundraising Expense$5,581
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$58,213$10,400-$68,613
Fees for Services Other-$12,638-$12,638
Insurance$4,696$1,500-$6,196
Advertising--$5,581$5,581
Payroll Taxes$4,589$796-$5,385
Other Expenses$5,191--$5,191
Office Expenses-$4,008-$4,008
Other Employee Benefits$2,662$887-$3,549
Depreciation Depletion$454--$454
Total Functional Expenses$113,460$30,229$5,581$149,270

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$149,270
Total Expenses per Audited Statements$149,270
Total Expenses per Form 990$149,270
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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 governing body review Part VI line 11

“A member of the board of directors reviews and approves a draft of the 990 return prior to the return being filed”

Conflict of interest policy compliance Part VI line 12C

“To ensure that entity operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews are conducted that include the following subjects:a. Whether compensation arrangements and benefits are resonable, are based on competent survey information, and are the results of arms-lenghth bargaining.b. Whether partnerships, joint ventures, and arrangements with management organizations conform to the entitys written policies, are properly recorded, reflect resonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissable private benefit or in an excess benefit transaction.”

Governing documents etc available to public Part VI line 19

“The entitys governing documents including forms 1023 and 990 are made available to the public upon request. The entitys conflict of interest, whistle blower and document retention policies are maintained and available upon request.”

Filing and Contact Details

Filer

Filer Name
Sharon Land Trust Inc
EIN
06-1069118
Address
PO BOX 1027, SHARON, CT 06069

Signing Officer

Name
Roger Liddell
Title
Treasurer
Phone
8603645137
Signed
2019-04-17
Discuss with paid preparer
No

Organization Details

Principal Officer
Roger Liddell
Formed
1982
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
30

Preparer

Firm
Sinnamon and Associates LLC
Address
PO BOX 665, Canaan, CT 06018
Preparer
George R Sinnamon CPA
Phone
8608247734
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Unrealized gain on investments”

Financial Statement Notes

Easement policy or policies (Part II, line 5)

“For seven years, sharon land trust has operated under its four-page conservation restriction enforcement policy, which is available immediately upon request. The policy describes in detail our procedures for annual monitoring of each easement as well as reporting of violations, if discovered. It also elaborates on violation prevention and enforcement response strategies and remedies.sharon land trust is aware of no shortcoming, insufficiency, or omission pertaining to its conservation restriction enforcement policy.”

Reports conservation easements (Part II, line 9)

“Easements are not recorded as assets or revenue on the organizations financial statements. Easements are separately tracked and monitored for compliance with easement restrictions for each property on which the organization has been granted an easement.”

Endowment funds intended uses (Part V, line 4)

“Endowment fund earnings may be used for program purposes including monitoring of conservation easements and land protection”

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IRS990/OtherExpensesGrp/ProgramServicesAmt09150
IRS990/OtherExpensesGrp/ProgramServicesAmt128505
IRS990/OtherExpensesGrp/ProgramServicesAmt25191
IRS990/OtherExpensesGrp/TotalAmt09150
IRS990/OtherExpensesGrp/TotalAmt128505
IRS990/OtherExpensesGrp/TotalAmt25191
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010400
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt058213
IRS990/OtherSalariesAndWagesGrp/TotalAmt068613
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0796
IRS990/PayrollTaxesGrp/ProgramServicesAmt04589
IRS990/PayrollTaxesGrp/TotalAmt05385
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02465419
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02465419
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROGER LIDDELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01314478
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt081564
IRS990/PYOtherExpensesAmt093859
IRS990/PYRevenuesLessExpensesAmt01247662
IRS990/PYSalariesCompEmpBnftPaidAmt054521
IRS990/PYTotalExpensesAmt0148380
IRS990/PYTotalRevenueAmt01396042
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0844986
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0140426
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0140723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0863109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01314478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0411246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0311786
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0436430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03337049
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011548
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014675
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010489
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt031135
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017579
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt085426
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011548
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014675
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010489
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt031135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017579
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt085426
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97500
IRS990ScheduleA/PublicSupportPY509Pct00.98220
IRS990ScheduleA/PublicSupportTotal509Amt03337049
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0863109
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01314478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0411246
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0311786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0436430
IRS990ScheduleA/Total509Grp/TotalAmt03337049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0874657
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01329153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0421735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0342921
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0454009
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03422475
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02465419
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02465419
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02465419
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02465419
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02465419
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02465419
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02455324
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010095
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02465419
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02455324
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02455324
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0705
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02848
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03553
IRS990ScheduleD/ExpensesIncurredEnforcementAmt012342
IRS990ScheduleD/ExpensesSubtotalAmt0149270
IRS990ScheduleD/LandGrp/BookValueAmt012626726
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt012626726
IRS990ScheduleD/NetUnrealizedGainsInvstAmt020204
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/PreservationPublicUseInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/RevenueNotReportedAmt020204
IRS990ScheduleD/RevenueSubtotalAmt0994256
IRS990ScheduleD/StaffHoursSpentEnforcementCnt0238.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR SEVEN YEARS, SHARON LAND TRUST HAS OPERATED UNDER ITS FOUR-PAGE CONSERVATION RESTRICTION ENFORCEMENT POLICY, WHICH IS AVAILABLE IMMEDIATELY UPON REQUEST. THE POLICY DESCRIBES IN DETAIL OUR PROCEDURES FOR ANNUAL MONITORING OF EACH EASEMENT AS WELL AS REPORTING OF VIOLATIONS, IF DISCOVERED. IT ALSO ELABORATES ON VIOLATION PREVENTION AND ENFORCEMENT RESPONSE STRATEGIES AND REMEDIES.SHARON LAND TRUST IS AWARE OF NO SHORTCOMING, INSUFFICIENCY, OR OMISSION PERTAINING TO ITS CONSERVATION RESTRICTION ENFORCEMENT POLICY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EASEMENTS ARE NOT RECORDED AS ASSETS OR REVENUE ON THE ORGANIZATIONS FINANCIAL STATEMENTS. EASEMENTS ARE SEPARATELY TRACKED AND MONITORED FOR COMPLIANCE WITH EASEMENT RESTRICTIONS FOR EACH PROPERTY ON WHICH THE ORGANIZATION HAS BEEN GRANTED AN EASEMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ENDOWMENT FUND EARNINGS MAY BE USED FOR PROGRAM PURPOSES INCLUDING MONITORING OF CONSERVATION EASEMENTS AND LAND PROTECTION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Easement policy or policies (Part II, line 5)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Reports conservation easements (Part II, line 9)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Endowment funds intended uses (Part V, line 4)
IRS990ScheduleD/TotalAcreageCnt01798.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012627431
IRS990ScheduleD/TotalEasementsCnt038
IRS990ScheduleD/TotalExpensesPerForm990Amt0149270
IRS990ScheduleD/TotalRevenuePerForm990Amt0994256
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01014460
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0149270
IRS990ScheduleD/WrittenPolicyMonitoringInd0true
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/QualifiedContribOtherGrp/ContributionCnt02
IRS990ScheduleM/QualifiedContribOtherGrp/MethodOfDeterminingRevenuesTxt0APPRAISAL
IRS990ScheduleM/QualifiedContribOtherGrp/NonCashCheckboxInd0X
IRS990ScheduleM/QualifiedContribOtherGrp/NoncashContributionsRptF990Amt0705620
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt02606
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES A THIRD PARTY FIRM TO RECEIVE DONATIONS OF CONTRIBUTED STOCK. THESE SHARES ARE IMMEDIATELY SOLD AND THE CASH TRANSFERRED TO THE ORGANIZATION
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Information for Schedule M
IRS990ScheduleM/ThirdPartiesUsedInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A MEMBER OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES A DRAFT OF THE 990 RETURN PRIOR TO THE RETURN BEING FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ENSURE THAT ENTITY OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED THAT INCLUDE THE FOLLOWING SUBJECTS:A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE RESONABLE, ARE BASED ON COMPETENT SURVEY INFORMATION, AND ARE THE RESULTS OF ARMS-LENGHTH BARGAINING.B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ENTITYS WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT RESONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSABLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ENTITYS GOVERNING DOCUMENTS INCLUDING FORMS 1023 AND 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ENTITYS CONFLICT OF INTEREST, WHISTLE BLOWER AND DOCUMENT RETENTION POLICIES ARE MAINTAINED AND AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0336467
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt010939
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt014394023
IRS990/TotalAssetsEOYAmt015277700
IRS990/TotalAssetsGrp/BOYAmt014394023
IRS990/TotalAssetsGrp/EOYAmt015277700
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0863109
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05581
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030229
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0113460
IRS990/TotalFunctionalExpensesGrp/TotalAmt0149270
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01192
IRS990/TotalLiabilitiesEOYAmt019679
IRS990/TotalLiabilitiesGrp/BOYAmt01192
IRS990/TotalLiabilitiesGrp/EOYAmt019679
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014392831
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015258021
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0113460
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,277,700
Liabilities
$19,679
Net assets
$15,258,021
Revenue
$994,256
Expenses
$149,270
Net income
$844,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$0.01$21.9$3.04$0.40$2.64
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$19.2$0.01$19.2$1.20$0.28$0.92
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$0.02$18.3$1.46$0.23$1.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$0.01$17.2$0.44$0.05$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.03$15.4$0.19$0.19$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.01$15.4$0.35$0.20$0.15
2018Detailed filing. Detailed filing data is available for this year.$15.3$0.02$15.3$0.99$0.15$0.84
2017Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.40$0.15$1.25
2016Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.64$0.15$0.49
2015Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.03$0.28$0.75
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.15$11.8$0.49$0.14$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.15$11.4$2.57$0.15$2.41
2012Summary only. Only limited summary data is available for this year.$9.04$0.15$8.89$0.19$0.15$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.94$0.15$8.79$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.90$0.15$8.75$0.34