Civic Intelligence

Reach Prep Inc.

990 • Fiscal year 2019 • EIN 06-1438889

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 10, 2020

One Dock Street No 100Stamford, CT 06902

(203) 487-0750

Siviq Scores

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

Liabilities / Assets

34th percentile

0.02x

Higher debt load relative to assets than 34% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

44th percentile

0.06x

Higher debt load relative to revenue than 44% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

7th percentile

-42%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

87th percentile

$173,494

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$4,304,115

Down $631,337 (-13%) from 2018

Net Assets

Down

$4,211,417

Down $697,470 (-14%) from 2018

Liabilities

Up

$92,698

Up $66,133 (+249%) from 2018

Revenue

Down

$1,464,136

Down $2,733,013 (-65%) from 2018

Expenses

Up

$2,073,581

Up $410,045 (+25%) from 2018

Net Income

Down

-$609,445

Down $3,143,058 (-124%) from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,505,539Liabilities 2011: $11,702Net Assets 2011: $2,493,8372011Assets 2012: $2,375,286Liabilities 2012: $11,577Net Assets 2012: $2,363,7092012Assets 2013: $2,437,654Liabilities 2013: $14,139Net Assets 2013: $2,423,5152013Assets 2014: $2,644,647Liabilities 2014: $10,419Net Assets 2014: $2,634,2282014Assets 2015: $3,215,111Liabilities 2015: $17,180Net Assets 2015: $3,197,9312015Assets 2016: $3,154,058Liabilities 2016: $19,419Net Assets 2016: $3,134,6392016Assets 2017: $3,092,152Liabilities 2017: $24,175Net Assets 2017: $3,067,9772017Assets 2018: $4,935,452Liabilities 2018: $26,565Net Assets 2018: $4,908,8872018Assets 2019: $4,304,115Liabilities 2019: $92,698Net Assets 2019: $4,211,4172019Assets 2020: $4,096,484Liabilities 2020: $318,226Net Assets 2020: $3,778,2582020Assets 2021: $3,989,615Liabilities 2021: $348,942Net Assets 2021: $3,640,6732021Assets 2022: $3,630,678Liabilities 2022: $181,057Net Assets 2022: $3,449,6212022Assets 2023: $3,234,540Liabilities 2023: $308,483Net Assets 2023: $2,926,0572023Assets 2024: $3,133,054Liabilities 2024: $205,796Net Assets 2024: $2,927,2582024

Highlighted filing

2019

Assets$4,304,115
Liabilities$92,698
Net Assets$4,211,417

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,512,095Expenses 2011: $1,297,503Net Income 2011: $214,5922011Revenue 2012: $1,290,584Expenses 2012: $1,420,712Net Income 2012: -$130,1282012Revenue 2013: $1,417,785Expenses 2013: $1,358,044Net Income 2013: $59,7412013Revenue 2014: $1,597,411Expenses 2014: $1,386,698Net Income 2014: $210,7132014Revenue 2015: $2,017,170Expenses 2015: $1,474,994Net Income 2015: $542,1762015Revenue 2016: $1,222,891Expenses 2016: $1,308,278Net Income 2016: -$85,3872016Revenue 2017: $1,194,834Expenses 2017: $1,446,326Net Income 2017: -$251,4922017Revenue 2018: $4,197,149Expenses 2018: $1,663,536Net Income 2018: $2,533,6132018Revenue 2019: $1,464,136Expenses 2019: $2,073,581Net Income 2019: -$609,4452019Revenue 2020: $1,694,257Expenses 2020: $2,021,046Net Income 2020: -$326,7892020Revenue 2021: $1,585,034Expenses 2021: $2,006,826Net Income 2021: -$421,7922021Revenue 2022: $1,913,604Expenses 2022: $1,927,858Net Income 2022: -$14,2542022Revenue 2023: $1,501,246Expenses 2023: $2,108,290Net Income 2023: -$607,0442023Revenue 2024: $1,892,069Expenses 2024: $2,059,181Net Income 2024: -$167,1122024

Highlighted filing

2019

Revenue$1,464,136
Expenses$2,073,581
Net Income-$609,445
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 10, 2020
Return Version
2018v3.1
Gross Receipts
$2,396,873
Mission and Program Overview

Mission

To prepare academically gifted and motivated students from underserved communities for admission into and success in independent schools and colleges.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,167,699$3,167,699→ $0
Investments in Publicly Traded Securities$1,445,988$735,712▼ $710,276
Cash and Non-Interest-Bearing Accounts$257,034$290,202▲ $33,168
Pledges and Grants Receivable$27,350$52,986▲ $25,636
Land, Buildings, and Equipment, Net$11,895$26,155▲ $14,260
Prepaid Expenses and Deferred Charges$6,525$12,400▲ $5,875
Total Assets$4,935,452$4,304,115▼ $631,337
Other Assets Total$18,961$18,961→ $0
Liabilities
Accounts Payable and Accrued Expenses$26,565$92,698▲ $66,133
Total Liabilities$26,565$92,698▲ $66,133
Net Assets / Fund Balance
Unrestricted Net Assets$3,010,787$2,678,553▼ $332,234
Temporarily Rstr Net Assets$1,898,100$1,532,864▼ $365,236
Total Net Assets Fund Balance$4,908,887$4,211,417▼ $697,470
Total Liabilities and Net Assets / Fund Balance$4,935,452$4,304,115▼ $631,337

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$26,155$12,499$38,654
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gina LucasChief Executive OfficerFT$155,185$18,309$173,494
Lynn SorensenDirector of EducationFT$115,364$19,207$134,571
Rosa OrtizDirector of Administration of FinanceFT$102,278$10,561$112,839

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,165,892
Program Service Revenue
$0
Investment Income
$122,039
Other Revenue
$176,205
All Other Contributions
$716,899
Change in Net Assets
$-609,445

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded7$67,927Fair Market Value (FMV)
Total Noncash Contributions7$67,927-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,442,412
Revenue Not Reported on Financial Statements
$21,724
Revenue Not Reported on Form 990
$-88,025
Total Revenue per Audited Statements
$1,354,387
Total Revenue per Form 990
$1,464,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,093,314
Other Expenses$980,267
Total Fundraising Expense$162,747
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$612,509$41,877$68,697$723,083
Current Officers, Directors, Trustees, and Key Employees$154,862$25,165$13,550$193,577
Occupancy$153,719$13,174$16,541$183,434
Information Technology$83,029$4,613$4,613$92,255
Payroll Taxes$66,934$10,877$5,857$83,668
Fees for Services Other$34,196$5,323$20,314$59,833
Other Employee Benefits$46,735$7,107$3,821$57,663
Office Expenses$32,076$2,749$3,450$38,275
Fees for Services Accounting$21,554$3,355$12,804$37,713
Pension Plan Contributions$27,659$4,982$2,682$35,323
Fees for Service Investment Mgmnt Fees-$21,724-$21,724
Other Expenses$32,745$2,500$10,146$10,146
Depreciation Depletion$4,915$1,658-$6,573
Fees for Services Legal$459$71$272$802
Total Functional Expenses$1,765,659$145,175$162,747$2,073,581

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,073,581
Expenses per Audited Statements$2,051,857
Total Expenses per Audited Statements$2,051,857
Expenses Not Reported on Financial Statements$21,724
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$356,445
Fundraising Direct Expenses$180,240
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Nyc Evening Event$361,084$156,542$18,408$138,134
Annual Benefit Luncheon$378,917$154,541$16,156$138,385
Total Events$805,438$356,445$180,240$176,205
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
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 A, Line 2

Suzanne sammis cabot, vice-chair has a family relationship with rodman tilt, iii, director.

Form 990, Part VI, Section A, Line 8B

Open item - please provide narrative.

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

Form 990 is reviewed by the governing board of directors of reach prep, inc.; prior to filing with the internal revenue service.

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

Reach prep requires all directors and key employees to read the conflict of interest policy and sign the disclosure statement annually.

Form 990, Part VI, Section B, Line 15

Reach prep's compensation committee is composed of the board of directors' chair, treasurer and secretary who review and approve compensation for the chief executive officer and staff.

Form 990, Part VI, Section C, Line 19

Reach prep's governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Reach Prep Inc
EIN
06-1438889
Phone
2034870750
Address
ONE DOCK STREET NO 100, STAMFORD, CT 06902

Signing Officer

Name
Gina Lucas
Title
Chief Executive Officer
Phone
2034870750
Signed
2020-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gina Lucas
Formed
1995
Legal Domicile
Ct
Voting Board Members
17
Independent Board Members
17
Employees
23
Volunteers
21

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA, NEW YORK, NY 10004
Preparer
James J Reilly
Phone
2126617777
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

Our mission: reach prep provides access to transformative educational experiences that empower underserved, high-achieving students to graduate from top colleges and emerge as the next generation of leaders. What we do: reach prep helps motivated and talented black and latino students from underserved communities in fairfield and westchester counties and the bronx gain admission to and thrive in rigorous independent schools. Upon placement, students benefit from a 12-year educational continuum, including comprehensive academic enrichment, leadership training and supplementary individual and family guidance, which prepares them to succeed at and graduate from competitive colleges. Reach prep's model of access to high-quality education along with sustained, comprehensive and long-term support achieves college success rates that defy trends and national statistics.

Form 990, Part III, Line 4A

Middle, high school, and college programs and services: reach prep provides academic support and enrichment opportunities in middle school and high school. A scholar's academic progress is closely monitored and nurtured through personalized contact, school visits and grade level-specific programming. A reach prep counselor supports each scholar, identifying areas in which reach prep can provide individualized guidance and academic support such as tutoring, test preparation, math and writing workshops and other critical support that promotes success. Reach prep provides supplementary and complimentary college guidance to enhance the excellent college guidance scholars receive from their independent schools. Reach prep is committed to make certain each scholar has the best college options so that the foal of college completion will be met. Scholars receive individualized and family support including assistance with the application process, sat/act test and interview preparation, college campus tours, navigating the financial aid process, and ultimately making the optimal college choice. Reach prep's goal is to provide ongoing guidance for college students to maximize their success in their academic and professional pursuits. Reach prep assists college scholars with resume preparation, career counseling, navigating academic resources, referrals, and professional internships. Reach prep college students are also invited to return as interns in our office or as prep academy summer advisors.

Form 990, Part III, Line 4B

Admission and prep academy program: reach prep identifies high-achieving, motivated black and latino fourth grade students from underserved communities in fairfield and westchester counties and the bronx. Each year, approximately 20 students are accepted to reach prep to begin their 12-year journey through our program. The newly accepted cohort attend prep academy, a rigorous 15-month academic program. Prep academy offers academic enrichment taught by independent school faculty. This intensive, interdisciplinary program is designed to prepare students for the academic environment they will encounter when admitted to an independent school. Classes mirror the small size, accelerated pace and high expectations typical of independent school education. Prep academy classes meet monday through friday for six weeks during the summer after fourth grade, and the summer after 5th grade. Throughout the fifth grade, reach prep guides each family through the independent school admissions process. This includes assistance with the application, preparing scholars for the interview process, isee testing, as well as help with the financial aid application.

Form 990, Part III, Line 4C

Summer opportunities: reach prep strives to provide constructive and enriching summer experience for scholars. Through reach prep facilitated programs and summer opportunities, our goal is to provide transformative, and otherwise unobtainable, experiences for personal growth, early career exploration, and academic enrichment. Reach prep's offers the summer teambuilding adventure retreat (star) for middle school scholars, to work as a team to develop leadership skills while exploring nature. It also includes an academic component designed to encourage the students to think hard and ask big questions. Rising upper school students participate in the symposium, a three-week program designed to prepare them for success in secondary school. Scholars engage in subject matter designed to develop and nurture thinking, reading and writing skills.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF ADMINISTRATION OF FINANCE
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IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/FundraisingDirectExpensesAmt0180240
IRS990/FundraisingGrossIncomeAmt0356445
IRS990/GainOrLossGrp/SecuritiesAmt038239
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt02396873
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04613
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04613
IRS990/InformationTechnologyGrp/ProgramServicesAmt083029
IRS990/InformationTechnologyGrp/TotalAmt092255
IRS990/InvestmentIncomeGrp/ExclusionAmt083800
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083800
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01445988
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0735712
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012499
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011895
IRS990/LandBldgEquipBasisNetGrp/EOYAmt026155
IRS990/LandBldgEquipCostOrOtherBssAmt038654
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0752497
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04908887
IRS990/NetAssetsOrFundBalancesEOYAmt04211417
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt038239
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt038239
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0176205
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0176205
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IRS990/NoncashContributionsAmt095030
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt016541
IRS990/OccupancyGrp/ManagementAndGeneralAmt013174
IRS990/OccupancyGrp/ProgramServicesAmt0153719
IRS990/OccupancyGrp/TotalAmt0183434
IRS990/OfficeExpensesGrp/FundraisingAmt03450
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02749
IRS990/OfficeExpensesGrp/ProgramServicesAmt032076
IRS990/OfficeExpensesGrp/TotalAmt038275
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt018961
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07107
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt046735
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IRS990/OtherExpensesGrp/Desc1OTHER
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02500
IRS990/OtherExpensesGrp/ProgramServicesAmt0494267
IRS990/OtherExpensesGrp/ProgramServicesAmt132745
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IRS990/OtherExpensesGrp/TotalAmt135245
IRS990/OtherExpensesGrp/TotalAmt210146
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041877
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0612509
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05857
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010877
IRS990/PayrollTaxesGrp/ProgramServicesAmt066934
IRS990/PayrollTaxesGrp/TotalAmt083668
IRS990/PensionPlanContributionsGrp/FundraisingAmt02682
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt027659
IRS990/PensionPlanContributionsGrp/TotalAmt035323
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt027350
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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06525
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IRS990/PrincipalOfficerNm0GINA LUCAS
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgSrvcAccomActy3Grp/Desc0SUMMER OPPORTUNITIES (SEE SCHEDULE O):
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IRS990/PYContributionsGrantsAmt03175113
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IRS990/PYOtherExpensesAmt0598478
IRS990/PYOtherRevenueAmt093405
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt01065058
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04197149
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03175113
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01040464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01063932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01577550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07995848
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt083800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt070623
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt049406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt042672
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt040687
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0287188
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt047
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01665
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03230
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04942
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68620
IRS990ScheduleA/PublicSupportPY170Pct00.64040
IRS990ScheduleA/PublicSupportTotal170Amt05686827
IRS990ScheduleA/SubstantialContributorsTotAmt02309021
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01138789
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03175113
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01040464

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.13$0.21$2.93$1.89$2.06$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.23$0.31$2.93$1.50$2.11$0.61
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.63$0.18$3.45$1.91$1.93$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.35$3.64$1.59$2.01$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.32$3.78$1.69$2.02$0.33
2019Detailed filing. Detailed filing data is available for this year.$4.30$0.09$4.21$1.46$2.07$0.61
2018Summary only. Only limited summary data is available for this year.$4.94$0.03$4.91$4.20$1.66$2.53
2017Summary only. Only limited summary data is available for this year.$3.09$0.02$3.07$1.19$1.45$0.25
2016Summary only. Only limited summary data is available for this year.$3.15$0.02$3.13$1.22$1.31$0.09
2015Summary only. Only limited summary data is available for this year.$3.22$0.02$3.20$2.02$1.47$0.54
2014Summary only. Only limited summary data is available for this year.$2.64$0.01$2.63$1.60$1.39$0.21
2013Summary only. Only limited summary data is available for this year.$2.44$0.01$2.42$1.42$1.36$0.06
2012Summary only. Only limited summary data is available for this year.$2.38$0.01$2.36$1.29$1.42$0.13
2011Summary only. Only limited summary data is available for this year.$2.51$0.01$2.49$1.51$1.30$0.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits