Civic Intelligence

Opera Carolina Endowment

990 • Fiscal year 2019 • EIN 20-2533756

Jul 01, 2018 to Jun 30, 2019 • Filed on May 12, 2020

Organization ProfileWWW.OPERACAROLINA.ORG
1600 Elizabeth AveCharlotte, NC 28204

(704) 332-7177

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.

2019 filings • NTEE A • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.14x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • NTEE A • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2019 filings • NTEE A • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

45th percentile

$48,697

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 31.2% of source-year revenue.

2019 filings • NTEE A • $1M-$5M nonprofits • Source year 2019

Asset Growth

48th percentile

3.6%

Faster asset growth than 48% of similar nonprofits.

2019 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,793,180

Up $130,704 (+3.6%) from 2018

Net Assets

Up

$3,771,623

Up $131,388 (+3.6%) from 2018

Liabilities

Down

$21,557

Down $684 (-3.1%) from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin94th percentile

Revenue

Down

$155,888

Down $201,912 (-56%) from 2018

Expenses

Down

$59,280

Down $17,521 (-23%) from 2018

Net Income

Down

$96,608

Down $184,391 (-66%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $2,315,010Liabilities 2012: $0Net Assets 2012: $2,315,0102012Assets 2013: $2,425,015Liabilities 2013: $0Net Assets 2013: $2,425,0152013Assets 2014: $3,086,003Liabilities 2014: $0Net Assets 2014: $3,086,0032014Assets 2015: $2,996,748Liabilities 2015: $22,625Net Assets 2015: $2,974,1232015Assets 2016: $2,924,609Liabilities 2016: $23,187Net Assets 2016: $2,901,4222016Assets 2017: $3,349,429Liabilities 2017: $23,280Net Assets 2017: $3,326,1492017Assets 2018: $3,662,476Liabilities 2018: $22,241Net Assets 2018: $3,640,2352018Assets 2019: $3,793,180Liabilities 2019: $21,557Net Assets 2019: $3,771,6232019Assets 2020: $4,003,076Liabilities 2020: $62,789Net Assets 2020: $3,940,2872020Assets 2021: $4,426,596Liabilities 2021: $0Net Assets 2021: $4,426,5962021Assets 2022: $4,163,276Liabilities 2022: $0Net Assets 2022: $4,163,2762022Assets 2023: $4,076,497Liabilities 2023: $0Net Assets 2023: $4,076,4972023Assets 2024: $3,902,772Liabilities 2024: $0Net Assets 2024: $3,902,7722024

Highlighted filing

2019

Assets$3,793,180
Liabilities$21,557
Net Assets$3,771,623
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $64,785Expenses 2012: $75,367Net Income 2012: -$10,5822012Revenue 2013: $56,982Expenses 2013: $76,473Net Income 2013: -$19,4912013Revenue 2014: $596,790Expenses 2014: $143,070Net Income 2014: $453,7202014Revenue 2015: $62,003Expenses 2015: $127,980Net Income 2015: -$65,9772015Revenue 2016: $2,897Expenses 2016: $103,016Net Income 2016: -$100,1192016Revenue 2017: $560,600Expenses 2017: $203,428Net Income 2017: $357,1722017Revenue 2018: $357,800Expenses 2018: $76,801Net Income 2018: $280,9992018Revenue 2019: $155,888Expenses 2019: $59,280Net Income 2019: $96,6082019Revenue 2020: $275,087Expenses 2020: $85,846Net Income 2020: $189,2412020Revenue 2021: $264,517Expenses 2021: $100,529Net Income 2021: $163,9882021Revenue 2022: $16,145Expenses 2022: $0Net Income 2022: $16,1452022Revenue 2023: $61,912Expenses 2023: $150,207Net Income 2023: -$88,2952023Revenue 2024: $268,064Expenses 2024: $331,677Net Income 2024: -$63,6132024

Highlighted filing

2019

Revenue$155,888
Expenses$59,280
Net Income$96,608
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 12, 2020
Return Version
2018v3.1
Gross Receipts
$155,888
Mission and Program Overview

Mission

To support the ongoing educational and cultural activities of opera carolina.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,033,963$2,462,240▲ $428,277
Investments in Publicly Traded Securities$1,244,137$1,021,310▼ $222,827
Pledges and Grants Receivable$383,390$308,644▼ $74,746
Cash and Non-Interest-Bearing Accounts$986$986→ $0
Total Assets$3,662,476$3,793,180▲ $130,704
Liabilities
Other Liabilities$22,241$21,557▼ $684
Total Liabilities$22,241$21,557▼ $684
Net Assets / Fund Balance
Unrestricted Net Assets$2,310,704$2,107,403▼ $203,301
Temporarily Rstr Net Assets$504,243$1,664,220▲ $1,159,977
Permanently Rstr Net Assets$825,288$0▼ $825,288
Total Net Assets Fund Balance$3,640,235$3,771,623▲ $131,388
Total Liabilities and Net Assets / Fund Balance$3,662,476$3,793,180▲ $130,704

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,244,137-▲ $58,361$272,241$1,021,310
2017$1,365,573-▲ $83,941$195,280$1,244,137
2016$1,528,289-▲ $140,289$290,187$1,365,573
2015$1,683,591$-172,624▲ $30,836-$1,528,289
2014$1,830,755$-145,501▲ $16,071-$1,683,591
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleOtherTotal
James MeenaPresident$48,697$48,697

Board Members and Trustees

NameTitle
C Wells Hall IiiDirector
George H Edmiston JrDirector
Steven HershfieldDirector
Thomas HughesDirector
William StatonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$136,000
Program Service Revenue
$0
Investment Income
$19,888
Other Revenue
$0
All Other Contributions
$136,000
Change in Net Assets
$96,608

Audited Revenue Reconciliation

Revenue per Audited Statements
$155,888
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$43,727
Total Revenue per Audited Statements
$199,615
Total Revenue per Form 990
$155,888
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,030
Other Expenses$3,250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,030--$56,030
Other Expenses-$3,250-$3,250
Total Functional Expenses$56,030$3,250$0$59,280

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$68,227
Total Expenses per Audited Statements$68,227
Total Expenses per Form 990$59,280
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-8,947
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Opera CarolinaCharlotte, NC501(c)(3)Support Opera Program$56,030
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payable$21,557
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Organization's process to review form 990, the chief financial officer reviews the 990. The document is then reviewed by the board of directors prior to filing.”

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

“The organization requires annual discolsure of any conflict of interest and reminds and educates board members of their duty to disclose any conflict of interest. Vendors are reviewed to ensure no known conflict exists.”

Form 990, Part VI, Section C, Line 19

“All governing documents and financial statements may be examined upon request at the office location.”

Filing and Contact Details

Filer

Filer Name
Opera Carolina Endowment
EIN
20-2533756
Phone
7043327177
Address
1600 ELIZABETH AVE, CHARLOTTE, NC 28204

Signing Officer

Name
James Meena
Title
President
Phone
7043327177
Signed
2020-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Meena
Formed
2004
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
10

Preparer

Firm
Blair Bohle & Whitsitt Pllc
Address
10815 SIKES PLACE SUITE 100, CHARLOTTE, NC 28277
Preparer
Wayne M Eager
Phone
7048419800
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Discount on pledges receivable to record at net present value 5,254.”

Financial Statement Notes

PART X, LINE 2:

“Opera carolina endowment is a not-for-profit corporations that is exempt from income taxes under section 501(c)(3) of the internal revenue code. Accordingly, no provisions for income taxes is required. The endowment uses a comprehensive model for the financial statement recognition, measurement, presentation and disclosure of income tax uncertainties with respect to positions, including tax-exempt status, taken or expected to be taken in income tax returns.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Discount on pledges receivable”

PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS:

“The endowment investments are used to maximize the funds available to opera carolina for educational programs and opera productions.”

Raw XML AppendixShowing 400 of 455 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0195280
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt012818
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01528289
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01365573
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0140289
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0290187
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt013514
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01683591
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0-172624
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01528289
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030836
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt017734
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01830755
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0-145501
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01683591
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016071
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-8947
IRS990ScheduleD/ExpensesSubtotalAmt068227
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0-8947
IRS990ScheduleD/NetUnrealizedGainsInvstAmt038473
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021557
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY PAYABLE
IRS990ScheduleD/OtherRevenueAmt05254
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.35000
IRS990ScheduleD/RevenueNotReportedAmt043727
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0155888
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0OPERA CAROLINA ENDOWMENT IS A NOT-FOR-PROFIT CORPORATIONS THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISIONS FOR INCOME TAXES IS REQUIRED. THE ENDOWMENT USES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE OF INCOME TAX UNCERTAINTIES WITH RESPECT TO POSITIONS, INCLUDING TAX-EXEMPT STATUS, TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DISCOUNT ON PLEDGES RECEIVABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE ENDOWMENT INVESTMENTS ARE USED TO MAXIMIZE THE FUNDS AVAILABLE TO OPERA CAROLINA FOR EDUCATIONAL PROGRAMS AND OPERA PRODUCTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.09000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt059280
IRS990ScheduleD/TotalLiabilityAmt021557
IRS990ScheduleD/TotalRevenuePerForm990Amt0155888
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0199615
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt068227
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt056030
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OPERA PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OPERA CAROLINA
IRS990ScheduleI/RecipientTable/RecipientEIN0566019660
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01600 ELIZABETH AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHARLOTTE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028204
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0REVIEWS INCOMING GRANTS AND PREPARES AN OPERATING BUDGET FOR THE ENDOWMENT. THE OPERATING BUDGET IS THEN REVIEWED BY THE BOARD OF DIRECTORS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE CFO
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS TO REVIEW FORM 990, THE CHIEF FINANCIAL OFFICER REVIEWS THE 990. THE DOCUMENT IS THEN REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES ANNUAL DISCOLSURE OF ANY CONFLICT OF INTEREST AND REMINDS AND EDUCATES BOARD MEMBERS OF THEIR DUTY TO DISCLOSE ANY CONFLICT OF INTEREST. VENDORS ARE REVIEWED TO ENSURE NO KNOWN CONFLICT EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS MAY BE EXAMINED UPON REQUEST AT THE OFFICE LOCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISCOUNT ON PLEDGES RECEIVABLE TO RECORD AT NET PRESENT VALUE 5,254.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OPERA CAROLINA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0566019660
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE SCH. O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01600 ELIZABETH AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHARLOTTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd028204
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0OPERA CAROLINA'S MISSION IS TO INSPIRE AND ENTERTAIN THE REGION'S DIVERSE COMMUNITY THROUGH THE PRESENTATION OF EXCELLENT OPERA, OPERETTA, MUSIC THEATRE AND EDUCATION OUTREACH PROGRAMS THAT ELEVATE THE QUALITY OF LIFE IN THE CAROLINAS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 1, COLUMN B:
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt056030
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1428961
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt248697
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL CASH TRANSFER
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL CASH TRANSFER
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2REPORTED COMPENSATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0OPERA CAROLINA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1OPERA CAROLINA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2OPERA CAROLINA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0504243
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01664220
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03662476
IRS990/TotalAssetsEOYAmt03793180
IRS990/TotalAssetsGrp/BOYAmt03662476
IRS990/TotalAssetsGrp/EOYAmt03793180
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0136000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03250
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt056030
IRS990/TotalFunctionalExpensesGrp/TotalAmt059280
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022241
IRS990/TotalLiabilitiesEOYAmt021557
IRS990/TotalLiabilitiesGrp/BOYAmt022241
IRS990/TotalLiabilitiesGrp/EOYAmt021557
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03640235
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03771623
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt056030
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019888
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,793,180
Liabilities
$21,557
Net assets
$3,771,623
Revenue
$155,888
Expenses
$59,280
Net income
$96,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.90$0.00$3.90$0.27$0.33$0.06
2023Summary only. Only limited summary data is available for this year.$4.08$0.00$4.08$0.06$0.15$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.00$4.16$0.02$0.00$0.02
2021Summary only. Only limited summary data is available for this year.$4.43$0.00$4.43$0.26$0.10$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.06$3.94$0.28$0.09$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.79$0.02$3.77$0.16$0.06$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.02$3.64$0.36$0.08$0.28
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.02$3.33$0.56$0.20$0.36
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.02$2.90$0.00$0.10$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.00$0.02$2.97$0.06$0.13$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.60$0.14$0.45
2013Summary only. Only limited summary data is available for this year.$2.43$0.00$2.43$0.06$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$2.32$0.00$2.32$0.06$0.08$0.01
Peer Organizations

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