Civic Intelligence

By Their Side Inc (F/K/A MD Trust for Retarded Citizens)

990 • Fiscal year 2016 • EIN 14-1895828

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 30, 2017

7215 York Road No 352Baltimore, MD 21212

(443) 279-1234

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.09x

Higher debt load relative to revenue than 46% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

83rd percentile

25%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.1%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,084,247

Down $12,486 (-1.1%) from 2015

Net Assets

Down

$1,068,950

Down $14,433 (-1.3%) from 2015

Liabilities

Up

$15,297

Up $1,947 (+15%) from 2015

Revenue

Up

$176,299

Up $26,313 (+18%) from 2015

Expenses

Up

$132,671

Up $2,575 (+2.0%) from 2015

Net Income

Up

$43,628

Up $23,738 (+119%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $766,185Liabilities 2011: $7,331Net Assets 2011: $758,8542011Assets 2012: $749,916Liabilities 2012: $9,733Net Assets 2012: $740,1832012Assets 2013: $812,115Liabilities 2013: $10,507Net Assets 2013: $801,6082013Assets 2014: $1,089,880Liabilities 2014: $10,775Net Assets 2014: $1,079,1052014Assets 2015: $1,096,733Liabilities 2015: $13,350Net Assets 2015: $1,083,3832015Assets 2016: $1,084,247Liabilities 2016: $15,297Net Assets 2016: $1,068,9502016Assets 2017: $1,208,081Liabilities 2017: $24,324Net Assets 2017: $1,183,7572017Assets 2018: $1,249,357Liabilities 2018: $16,624Net Assets 2018: $1,232,7332018Assets 2019: $1,326,277Liabilities 2019: $17,420Net Assets 2019: $1,308,8572019Assets 2020: $1,373,543Liabilities 2020: $62,590Net Assets 2020: $1,310,9532020Assets 2021: $1,650,689Liabilities 2021: $68,561Net Assets 2021: $1,582,1282021Assets 2022: $1,464,078Liabilities 2022: $54,108Net Assets 2022: $1,409,9702022Assets 2023: $1,553,002Liabilities 2023: $74,066Net Assets 2023: $1,478,9362023Assets 2024: $1,632,465Liabilities 2024: $43,069Net Assets 2024: $1,589,3962024

Highlighted filing

2016

Assets$1,084,247
Liabilities$15,297
Net Assets$1,068,950

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $166,207Expenses 2011: $84,904Net Income 2011: $81,3032011Expenses 2012: $86,6672012Expenses 2013: $102,4152013Revenue 2014: $304,325Expenses 2014: $116,746Net Income 2014: $187,5792014Revenue 2015: $149,986Expenses 2015: $130,096Net Income 2015: $19,8902015Revenue 2016: $176,299Expenses 2016: $132,671Net Income 2016: $43,6282016Revenue 2017: $220,861Expenses 2017: $151,655Net Income 2017: $69,2062017Revenue 2018: $236,727Expenses 2018: $164,328Net Income 2018: $72,3992018Revenue 2019: $280,656Expenses 2019: $161,617Net Income 2019: $119,0392019Revenue 2020: $178,087Expenses 2020: $161,910Net Income 2020: $16,1772020Revenue 2021: $236,054Expenses 2021: $146,246Net Income 2021: $89,8082021Revenue 2022: $267,485Expenses 2022: $147,650Net Income 2022: $119,8352022Revenue 2023: $196,696Expenses 2023: $185,482Net Income 2023: $11,2142023Revenue 2024: $121,317Expenses 2024: $174,287Net Income 2024: -$52,9702024

Highlighted filing

2016

Revenue$176,299
Expenses$132,671
Net Income$43,628
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 30, 2017
Return Version
2015v3.0
Gross Receipts
$176,299
Mission and Program Overview

Mission

By their side provides lifelong advocacy for marylanders with developmental disabilities, and guidance for their families. We protect individuals' legal rights; guide individuals and families through the service delivery system; and assist with transition planning. We believe everyone deserves respect, choices and quality of life.

By their side provides lifelone advocacy for marylanders with developmental disabilities, and guidance for their families. We protect individuals' legal rights; guide individuals and families through the service delivery system; and assist with transition planning. We believe everyone deserves respect, choices, and quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$994,845$980,650▼ $14,195
Savings and Temporary Cash Investments$85,785$75,655▼ $10,130
Accounts Receivable$7,794$13,303▲ $5,509
Cash and Non-Interest-Bearing Accounts$3,978$11,083▲ $7,105
Prepaid Expenses and Deferred Charges$2,389$2,081▼ $308
Land, Buildings, and Equipment, Net$1,750$1,283▼ $467
Inventories for Sale or Use$192$192→ $0
Total Assets$1,096,733$1,084,247▼ $12,486
Liabilities
Accounts Payable and Accrued Expenses$13,350$15,297▲ $1,947
Total Liabilities$13,350$15,297▲ $1,947
Net Assets / Fund Balance
Unrestricted Net Assets$1,058,940$1,044,407▼ $14,533
Temporarily Rstr Net Assets$14,343$14,443▲ $100
Permanently Rstr Net Assets$10,100$10,100→ $0
Total Net Assets Fund Balance$1,083,383$1,068,950▼ $14,433
Total Liabilities and Net Assets / Fund Balance$1,096,733$1,084,247▼ $12,486

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,283$5,624$6,907
Other Securities$980,650--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,080,630$0▼ $16,459$7,866$1,056,305
2014$926,991$156,200▲ $38,572$41,133$1,080,630
2013$800,302$41,110▲ $122,580$37,001$926,991
2012$733,638$10,800▲ $98,418$42,554$800,302
2011$750,909$2,200▲ $12,640$32,111$733,638
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark Wagner DdsPresident/director
Ken MooreVice President/director
Craig S HebertDirector
George Failla Jr EsqDirector
Joan ChevalierDirector
Judy VolkmanDirector
Mary ScottDirector
Phil Levinson DdsDirector
Tracy WrightDirector
Paula Mattson-sarliesqSecretary/director
Jeffrey a Dahlka SrTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$50,156
Program Service Revenue
$80,923
Investment Income
$41,602
Other Revenue
$3,618
All Other Contributions
$35,106
Change in Net Assets
$43,628

Audited Revenue Reconciliation

Revenue per Audited Statements
$176,299
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-58,061
Total Revenue per Audited Statements
$118,238
Total Revenue per Form 990
$176,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,269
Salaries, Compensation, and Employee Benefits$56,402
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$30,370$20,874-$51,244
Fees for Services Other$19,139--$19,139
Fees for Service Investment Mgmnt Fees-$7,973-$7,973
Payroll Taxes$3,868$1,290-$5,158
Fees for Services Accounting-$4,790-$4,790
Conferences and Meetings-$2,756-$2,756
Insurance-$2,728-$2,728
Occupancy-$2,400-$2,400
Travel$1,271$735-$2,006
Other Expenses$7$600-$607
Office Expenses$9$521-$530
All Other Expenses$431$88-$519
Depreciation Depletion-$467-$467
Total Functional Expenses$87,449$45,222$0$132,671

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$132,671
Total Expenses per Audited Statements$132,671
Total Expenses per Form 990$132,671
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
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
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, Part VI, Section B, Line 11

Following the organization's by-laws, the form 990 is reviewed by the entire board for discussion and approval prior to the signing and filing of the tax return.

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

Board members are required to sign conflict of interest statements upon election and re-election. Before any vote occurs, board members are required to disclose any potential conflict of interest.

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

Finance committee meets annually to develop budget and recommend any salary increase to the entire board at the time the budget is presented for approval.

Form 990, Part VI, Section C, Line 18

Documents are made available to those requesting documents and financial statements during normal business hours at the organization's office.

Form 990, Part VI, Section C, Line 19

Documents are made available to those requesting documents and financial statements during normal business hours at the organization's office.

Filing and Contact Details

Filer

Filer Name
By Their Side Inc
EIN
14-1895828
Phone
4432791234
Address
7215 YORK ROAD NO 352, BALTIMORE, MD 21212

Signing Officer

Name
Jeffrey a Dahlka Sr
Title
Treasurer
Phone
4108761836
Signed
2017-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Vecchioni
Formed
2002
Legal Domicile
Md
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
14

Preparer

Firm
Nadenlean LLC
Address
10626 YORK ROAD SUITE H, HUNT VALLEY, MD 21030
Preparer
Paul J Drake
Phone
4104535500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 19,139. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,139.

FORM 990, PART XII, LINE 2C:

The process has not changed from last year to this year.

Financial Statement Notes

PART V, LINE 4:

Endowment fund is used to support operations.

PART X, LINE 2:

Bts has adopted fasb asc 740-10 (formerly fasb interpretation no. 48, "accounting for uncertainty in income taxes - an interpretation of fasb statement 109" (fin 48)). The adoption of fin 48 had no material effect on the financial statements for the years ended june 30, 2016 and june 30, 2015. Tax returns for the years ending june 30, 2013, 2014, 2015 and 2016 remain open for examination by taxing authorities.

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IRS990/OccupancyGrp/ManagementAndGeneralAmt02400
IRS990/OccupancyGrp/TotalAmt02400
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0521
IRS990/OfficeExpensesGrp/ProgramServicesAmt09
IRS990/OfficeExpensesGrp/TotalAmt0530
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc1EDUCATION
IRS990/OtherExpensesGrp/Desc2PRINTING/PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0600
IRS990/OtherExpensesGrp/ProgramServicesAmt027735
IRS990/OtherExpensesGrp/ProgramServicesAmt13807
IRS990/OtherExpensesGrp/ProgramServicesAmt2812
IRS990/OtherExpensesGrp/ProgramServicesAmt37
IRS990/OtherExpensesGrp/TotalAmt027735
IRS990/OtherExpensesGrp/TotalAmt13807
IRS990/OtherExpensesGrp/TotalAmt2812
IRS990/OtherExpensesGrp/TotalAmt3607
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03618
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03618
IRS990/OtherRevenueTotalAmt03618
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020874
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt030370
IRS990/OtherSalariesAndWagesGrp/TotalAmt051244
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01290
IRS990/PayrollTaxesGrp/ProgramServicesAmt03868
IRS990/PayrollTaxesGrp/TotalAmt05158
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010100
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010100
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02389
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02081
IRS990/PrincipalOfficerNm0KATHY VECCHIONI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt020535
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt054184
IRS990/PYOtherExpensesAmt067362
IRS990/PYOtherRevenueAmt0736
IRS990/PYProgramServiceRevenueAmt074531
IRS990/PYRevenuesLessExpensesAmt019890
IRS990/PYSalariesCompEmpBnftPaidAmt062734
IRS990/PYTotalExpensesAmt0130096
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0149986
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt043628
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt084541
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085785
IRS990/SavingsAndTempCashInvstGrp/EOYAmt075655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0222010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0332637
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt041602
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046618
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024302
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023785
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022545
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0158852
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0283267
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03618
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0736
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0991
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0665
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01024
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07034
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66720
IRS990ScheduleA/PublicSupportPY170Pct00.67740
IRS990ScheduleA/PublicSupportTotal170Amt0332637
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0222010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022896
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017040
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0332637
IRS990ScheduleA/TotalSupportAmt0498523
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/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.98000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01080630
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01056305
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-16459
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt07866
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0926991
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0156200
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01080630
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038572
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt041133
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0800302
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt041110
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0926991
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0122580
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt037001
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0733638
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010800
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0800302
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt098418
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt042554
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0750909
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02200
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0733638
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012640
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt032111
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0132671
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-58061
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01283
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05624
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06907
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0980650
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.01000
IRS990ScheduleD/RevenueNotReportedAmt0-58061
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0176299
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUND IS USED TO SUPPORT OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BTS HAS ADOPTED FASB ASC 740-10 (FORMERLY FASB INTERPRETATION NO. 48, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - AN INTERPRETATION OF FASB STATEMENT 109" (FIN 48)). THE ADOPTION OF FIN 48 HAD NO MATERIAL EFFECT ON THE FINANCIAL STATEMENTS FOR THE YEARS ENDED JUNE 30, 2016 AND JUNE 30, 2015. TAX RETURNS FOR THE YEARS ENDING JUNE 30, 2013, 2014, 2015 AND 2016 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01283
IRS990ScheduleD/TotalBookValueSecuritiesAmt0980650
IRS990ScheduleD/TotalExpensesPerForm990Amt0132671
IRS990ScheduleD/TotalRevenuePerForm990Amt0176299
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0118238
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0132671
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOLLOWING THE ORGANIZATION'S BY-LAWS, THE FORM 990 IS REVIEWED BY THE ENTIRE BOARD FOR DISCUSSION AND APPROVAL PRIOR TO THE SIGNING AND FILING OF THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS UPON ELECTION AND RE-ELECTION. BEFORE ANY VOTE OCCURS, BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCE COMMITTEE MEETS ANNUALLY TO DEVELOP BUDGET AND RECOMMEND ANY SALARY INCREASE TO THE ENTIRE BOARD AT THE TIME THE BUDGET IS PRESENTED FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE TO THOSE REQUESTING DOCUMENTS AND FINANCIAL STATEMENTS DURING NORMAL BUSINESS HOURS AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE MADE AVAILABLE TO THOSE REQUESTING DOCUMENTS AND FINANCIAL STATEMENTS DURING NORMAL BUSINESS HOURS AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 19,139. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,139.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM LAST YEAR TO THIS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.04$1.59$0.12$0.17$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.07$1.48$0.20$0.19$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.05$1.41$0.27$0.15$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.07$1.58$0.24$0.15$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.06$1.31$0.18$0.16$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.02$1.31$0.28$0.16$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.02$1.23$0.24$0.16$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.02$1.18$0.22$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.02$1.07$0.18$0.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.08$0.15$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$0.30$0.12$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.01$0.80$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.01$0.74$0.09
2011Summary only. Only limited summary data is available for this year.$0.77$0.01$0.76$0.17$0.08$0.08