Civic Intelligence

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

990 • Fiscal year 2021 • EIN 14-1895828

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 27, 2022

7215 York Road Ste 352Baltimore, MD 21212-1528

(443) 279-1234

Siviq Scores

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

Liabilities / Assets

44th percentile

0.04x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.29x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

80th percentile

38%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

68th percentile

20%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

33%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,650,689

Up $277,146 (+20%) from 2020

Net Assets

Up

$1,582,128

Up $271,175 (+21%) from 2020

Liabilities

Up

$68,561

Up $5,971 (+9.5%) from 2020

Revenue

Up

$236,054

Up $57,967 (+33%) from 2020

Expenses

Down

$146,246

Down $15,664 (-9.7%) from 2020

Net Income

Up

$89,808

Up $73,631 (+455%) from 2020

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

2021

Assets$1,650,689
Liabilities$68,561
Net Assets$1,582,128

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

2021

Revenue$236,054
Expenses$146,246
Net Income$89,808
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 27, 2022
Return Version
2020v4.1
Gross Receipts
$389,586
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 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,175,096$1,506,963▲ $331,867
Savings and Temporary Cash Investments$141,457$77,508▼ $63,949
Cash and Non-Interest-Bearing Accounts$21,564$37,417▲ $15,853
Accounts Receivable$28,632$21,920▼ $6,712
Prepaid Expenses and Deferred Charges$6,374$6,461▲ $87
Inventories for Sale or Use$420$420→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,373,543$1,650,689▲ $277,146
Liabilities
Deferred Revenue$35,345$36,053▲ $708
Unsecured Notes Loans Payable$15,868$18,520▲ $2,652
Accounts Payable and Accrued Expenses$11,377$13,988▲ $2,611
Total Liabilities$62,590$68,561▲ $5,971
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,280,363$1,543,759▲ $263,396
Net Assets With Donor Restrictions$30,590$38,369▲ $7,779
Total Net Assets Fund Balance$1,310,953$1,582,128▲ $271,175
Total Liabilities and Net Assets / Fund Balance$1,373,543$1,650,689▲ $277,146

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$7,349$7,349
Other Securities$1,506,963--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,316,553-▲ $308,708$48,790$1,568,471
2019$1,307,448$15,734▲ $3,253$9,882$1,316,553
2018$1,219,187$44,000▲ $53,642$9,381$1,307,448
2017$1,168,529-▲ $89,739$39,081$1,219,187
2016$1,056,305-▲ $130,617$18,393$1,168,529
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark Wagner DdsPast President/dirctor
Mary ScottPresident/director
Barry Gordon Md PhdVice President/director
Calvin SimpsonDirector
George Failla Jr EsqDirector
Janis EllisDirector
Jenny Jones BaDirector
Joan ChevalierDirector
Judy VolkmanDirector
Timothy Eberhardt BsDirector
Phil Levinson DdsSecretary/director
Jeffrey a Dahlka SrTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$46,550
Program Service Revenue
$46,157
Investment Income
$127,341
Other Revenue
$16,006
All Other Contributions
$22,650
Change in Net Assets
$89,808

Audited Revenue Reconciliation

Revenue per Audited Statements
$236,054
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$181,367
Total Revenue per Audited Statements
$417,421
Total Revenue per Form 990
$236,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$92,450
Other Expenses$53,796
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$47,961$37,584-$85,545
Fees for Services Other$10,387$903-$11,290
Fees for Service Investment Mgmnt Fees-$10,855-$10,855
Payroll Taxes$3,871$3,034-$6,905
Insurance$3,546$3,052-$6,598
Fees for Services Accounting-$5,000-$5,000
Occupancy-$2,400-$2,400
Office Expenses-$487-$487
All Other Expenses$125$117-$242
Other Expenses$2$242-$242
Interest-$138-$138
Travel$21$46-$67
Total Functional Expenses$81,560$64,686$0$146,246

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$146,246
Total Expenses per Audited Statements$146,246
Total Expenses per Form 990$146,246
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
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 11B

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 STE 352, BALTIMORE, MD 21212-1528

Signing Officer

Name
Jeffrey a Dahlka Sr
Title
Treasurer
Phone
4108761836
Signed
2022-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Vecchioni
Formed
2002
Legal Domicile
Md
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
13

Preparer

Firm
Nadenlean LLC
Address
53 LOVETON CIRCLE SUITE 120, SPARKS, MD 21152
Preparer
Paul J Drake
Phone
4104535500
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

The board is responsible for the oversite and approval of the audit, and selection of the independent accountant.

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, 2021 and june 30, 2020. Tax returns for the years ending june 30, 2018, 2019, 2020 and 2021 remain open for examination by taxing authorities.

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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BY 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01310953
IRS990/NetAssetsOrFundBalancesEOYAmt01582128
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt056055
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt056055
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0181367
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01280363
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01543759
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02400
IRS990/OccupancyGrp/TotalAmt02400
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0487
IRS990/OfficeExpensesGrp/TotalAmt0487
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc1PRINTING/PUBLICATIONS
IRS990/OtherExpensesGrp/Desc2POSTAGE/SHIPPING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0400
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1428
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2242
IRS990/OtherExpensesGrp/ProgramServicesAmt014652
IRS990/OtherExpensesGrp/ProgramServicesAmt1995
IRS990/OtherExpensesGrp/ProgramServicesAmt22
IRS990/OtherExpensesGrp/TotalAmt014652
IRS990/OtherExpensesGrp/TotalAmt11395
IRS990/OtherExpensesGrp/TotalAmt2430
IRS990/OtherExpensesGrp/TotalAmt3242
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt016006
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016006
IRS990/OtherRevenueTotalAmt016006
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037584
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt047961
IRS990/OtherSalariesAndWagesGrp/TotalAmt085545
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03034
IRS990/PayrollTaxesGrp/ProgramServicesAmt03871
IRS990/PayrollTaxesGrp/TotalAmt06905
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06374
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06461
IRS990/PrincipalOfficerNm0KATHY VECCHIONI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0SUPPLEMENTAL SUPPORT S
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt046157
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046157
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt075707
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt017334
IRS990/PYOtherExpensesAmt067388
IRS990/PYOtherRevenueAmt01995
IRS990/PYProgramServiceRevenueAmt083051
IRS990/PYRevenuesLessExpensesAmt016177
IRS990/PYSalariesCompEmpBnftPaidAmt094522
IRS990/PYTotalExpensesAmt0161910
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0178087
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt089808
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt062163
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0141457
IRS990/SavingsAndTempCashInvstGrp/EOYAmt077508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt046550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt075707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt093340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0306997
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt071286
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt063479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt096557
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt071423
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt066142
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0368887
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0383977
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt016006
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01995
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01300
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01400
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01300
IRS990ScheduleA/OtherIncome170Grp/TotalAmt022001
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43990
IRS990ScheduleA/PublicSupportPY170Pct00.47100
IRS990ScheduleA/PublicSupportTotal170Amt0306997
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt046550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt075707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt093340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037044
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054356
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0306997
IRS990ScheduleA/TotalSupportAmt0697885
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/BeginningYearBalanceAmt01316553
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01568471
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt08000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0308708
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt048790
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01307448
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt015734
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01316553
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03253
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt09882
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01219187
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt044000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01307448
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053642
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt09381
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01168529
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01219187
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt089739
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt039081
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01056305
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01168529
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0130617
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt018393
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0146246
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0181367
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07349
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07349
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01506963
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.01000
IRS990ScheduleD/RevenueNotReportedAmt0181367
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0236054
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, 2021 AND JUNE 30, 2020. TAX RETURNS FOR THE YEARS ENDING JUNE 30, 2018, 2019, 2020 AND 2021 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01506963
IRS990ScheduleD/TotalExpensesPerForm990Amt0146246
IRS990ScheduleD/TotalRevenuePerForm990Amt0236054
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0417421
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0146246
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.

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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits