Civic Intelligence

Carty Heights

990 • Fiscal year 2020 • EIN 20-4250735

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 01, 2021

412 Dunlap Street NSaint Paul, MN 55104

(651) 288-1142

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.16x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-57%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

96th percentile

$362,600

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 77.7% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

13th percentile

-6.0%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

1.1%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$4,111,769

Down $260,753 (-6.0%) from 2019

Net Assets

Down

$4,035,747

Down $267,071 (-6.2%) from 2019

Liabilities

Up

$76,022

Up $6,318 (+9.1%) from 2019

Revenue

Up

$466,613

Up $5,276 (+1.1%) from 2019

Expenses

Up

$733,684

Up $4,425 (+0.6%) from 2019

Net Income

Up

-$267,071

Up $851 (+0.3%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,415,956Liabilities 2010: $46,903Net Assets 2010: $6,369,0532010Assets 2011: $6,167,215Liabilities 2011: $57,761Net Assets 2011: $6,109,4542011Assets 2012: $5,924,637Liabilities 2012: $58,233Net Assets 2012: $5,866,4042012Assets 2013: $5,654,263Liabilities 2013: $52,715Net Assets 2013: $5,601,5482013Assets 2014: $5,428,265Liabilities 2014: $62,591Net Assets 2014: $5,365,6742014Assets 2015: $5,285,359Liabilities 2015: $88,643Net Assets 2015: $5,196,7162015Assets 2016: $5,011,130Liabilities 2016: $39,640Net Assets 2016: $4,971,4902016Assets 2017: $4,833,053Liabilities 2017: $48,732Net Assets 2017: $4,784,3212017Assets 2018: $4,642,586Liabilities 2018: $71,846Net Assets 2018: $4,570,7402018Assets 2019: $4,372,522Liabilities 2019: $69,704Net Assets 2019: $4,302,8182019Assets 2020: $4,111,769Liabilities 2020: $76,022Net Assets 2020: $4,035,7472020Assets 2021: $3,864,159Liabilities 2021: $98,461Net Assets 2021: $3,765,6982021Assets 2022: $3,615,610Liabilities 2022: $75,476Net Assets 2022: $3,540,1342022Assets 2023: $3,359,975Liabilities 2023: $86,853Net Assets 2023: $3,273,1222023Assets 2024: $3,075,821Liabilities 2024: $93,117Net Assets 2024: $2,982,7042024

Highlighted filing

2020

Assets$4,111,769
Liabilities$76,022
Net Assets$4,035,747

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $563,8092010Expenses 2011: $568,6262011Expenses 2012: $618,4932012Revenue 2013: $390,402Expenses 2013: $655,258Net Income 2013: -$264,8562013Revenue 2014: $460,330Expenses 2014: $696,204Net Income 2014: -$235,8742014Revenue 2015: $472,696Expenses 2015: $641,654Net Income 2015: -$168,9582015Revenue 2016: $457,172Expenses 2016: $682,398Net Income 2016: -$225,2262016Revenue 2017: $449,247Expenses 2017: $636,416Net Income 2017: -$187,1692017Revenue 2018: $454,194Expenses 2018: $667,775Net Income 2018: -$213,5812018Revenue 2019: $461,337Expenses 2019: $729,259Net Income 2019: -$267,9222019Revenue 2020: $466,613Expenses 2020: $733,684Net Income 2020: -$267,0712020Revenue 2021: $452,894Expenses 2021: $722,915Net Income 2021: -$270,0212021Revenue 2022: $485,822Expenses 2022: $711,386Net Income 2022: -$225,5642022Revenue 2023: $483,004Expenses 2023: $750,016Net Income 2023: -$267,0122023Revenue 2024: $491,083Expenses 2024: $781,501Net Income 2024: -$290,4182024

Highlighted filing

2020

Revenue$466,613
Expenses$733,684
Net Income-$267,071
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 1, 2021
Return Version
2020v4.1
Gross Receipts
$466,613
Mission and Program Overview

Mission

The Mission of Carty Heights is to enhance the quality of life for senior adults by providing homes and services that support each individuals physical, social and spiritual needs.

To provide rental housing to low-income elderly individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,998,620$3,756,713▼ $241,907
Savings and Temporary Cash Investments$330,404$326,266▼ $4,138
Prepaid Expenses and Deferred Charges$5,197$4,448▼ $749
Cash and Non-Interest-Bearing Accounts$11,902$607▼ $11,295
Accounts Receivable$915$235▼ $680
Total Assets$4,372,522$4,111,769▼ $260,753
Other Assets Total$25,484$23,500▼ $1,984
Liabilities
Accounts Payable and Accrued Expenses$51,744$57,701▲ $5,957
Escrow Account Liability$16,840$17,133▲ $293
Other Liabilities$1,120$1,188▲ $68
Total Liabilities$69,704$76,022▲ $6,318
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,896,828$5,896,828→ $0
Net Assets Without Donor Restrictions$-1,594,010$-1,861,081▼ $267,071
Total Net Assets Fund Balance$4,302,818$4,035,747▼ $267,071
Total Liabilities and Net Assets / Fund Balance$4,372,522$4,111,769▼ $260,753

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,934,179$3,518,198$6,452,377
Land$800,000-$800,000
Equipment$22,534$178,163$200,697
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$462,770
Investment Income
$71
Other Revenue
$3,772
Change in Net Assets
$-267,071

Audited Revenue Reconciliation

Revenue per Audited Statements
$466,613
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$466,613
Total Revenue per Form 990
$466,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$617,708
Salaries, Compensation, and Employee Benefits$115,976
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$271,480--$271,480
Occupancy$150,156--$150,156
Other Salaries and Wages$84,657--$84,657
Fees for Services Other$69,277$874-$70,151
Fees for Services Management-$39,036-$39,036
Other Employee Benefits$21,569--$21,569
Fees for Services Accounting-$15,745-$15,745
Office Expenses$3,274$7,196-$10,470
Payroll Taxes$6,609--$6,609
Information Technology-$3,486-$3,486
Pension Plan Contributions$3,141--$3,141
All Other Expenses-$2,258-$2,258
Advertising-$1,784-$1,784
Insurance$1,052--$1,052
Conferences and Meetings-$974-$974
Travel$67$567-$634
Interest$293--$293
Other Expenses$4,510$25-$25
Total Functional Expenses$658,751$74,933$0$733,684

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$733,684
Total Expenses per Audited Statements$733,684
Total Expenses per Form 990$733,684
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Payable$1,188
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Eh services, inc. Is a related, 501(c)(3) organization that is responsible for managing the organization.

Form 990, Part VI, Section A, Line 6

The organization has a sole member, episcopal homes of minnesota, a minnesota nonprofit corporation.

Form 990, Part VI, Section A, Line 7A

The sole member of the corporation, episcopal homes of minnesota, has the voting rights of the organization and therefore the ability to elect and appoint all members of the governing body. All board members of episcopal homes of minnesota, are board members of the organization.

Form 990, Part VI, Section A, Line 7B

The sole member of the corporation, episcopal homes of minnesota, has the ability to elect and appoint all members of the governing body and therefore are reserved the right to make governance decisions for the organization. All board members of episcopal homes of minnesota, are board members of the organization.

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

The 990 is prepared by the cpa firm hired by the organization to perform the audit using information provided by the organization. The cfo reviews the return and approves. The form 990 is made available to the board of directors prior to submission to the internal revenue service.

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

All members are responsible to - without request - make a prompt, full, and frank disclosure of his or her conflict of interest therein to the entire board prior to any action upon the matter, contract, or transaction that cause conflict. If the board determines that a conflict of interest exists, the person shall remove them self from the meeting room or from the communication means by which the meeting is being held.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request of the ceo and director of finance.

Filing and Contact Details

Filer

Filer Name
Carty Heights
EIN
20-4250735
Phone
6512881142
Address
412 DUNLAP STREET N, SAINT PAUL, MN 55104

Signing Officer

Name
Marvin Plakut
Title
President & CEO
Phone
6516328851
Signed
2021-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marvin Plakut
Formed
2006
Legal Domicile
Mn
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
5

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

The board of director's finance committee is responsible for oversight of the audit and selection of an independent accountant. This process has not changed from the prior year.

Financial Statement Notes

PART IV, LINE 2B:

Security deposits advanced by the tenants of the project are held in trust by the project. The project records security deposits as an asset and as a liability.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18329246
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19187458
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20199070
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21157637
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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/TitleTxt17DIRECTOR (THRU NOV)
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt20COO
IRS990/Form990PartVIISectionAGrp/TitleTxt21CAO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0466613
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03486
IRS990/InformationTechnologyGrp/TotalAmt03486
IRS990/InsuranceGrp/ProgramServicesAmt01052
IRS990/InsuranceGrp/TotalAmt01052
IRS990/InterestGrp/ProgramServicesAmt0293
IRS990/InterestGrp/TotalAmt0293
IRS990/InvestmentIncomeGrp/ExclusionAmt071
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt071
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03696361
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03998620
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03756713
IRS990/LandBldgEquipCostOrOtherBssAmt07453074
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt03772
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt03772
IRS990/MissionDesc0THE MISSION OF CARTY HEIGHTS IS TO ENHANCE THE QUALITY OF LIFE FOR SENIOR ADULTS BY PROVIDING HOMES AND SERVICES THAT SUPPORT EACH INDIVIDUALS PHYSICAL, SOCIAL AND SPIRITUAL NEEDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04302818
IRS990/NetAssetsOrFundBalancesEOYAmt04035747
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1594010
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1861081
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0150156
IRS990/OccupancyGrp/TotalAmt0150156
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07196
IRS990/OfficeExpensesGrp/ProgramServicesAmt03274
IRS990/OfficeExpensesGrp/TotalAmt010470
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt025484
IRS990/OtherAssetsTotalGrp/EOYAmt023500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021569
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021569
IRS990/OtherExpensesGrp/Desc0EQUIPMENT REPAIRS AND M
IRS990/OtherExpensesGrp/Desc1RESIDUAL RECEIPTS RETUR
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3LICENSES & FEES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1585
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225
IRS990/OtherExpensesGrp/ProgramServicesAmt042666
IRS990/OtherExpensesGrp/ProgramServicesAmt14510
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IRS990/OtherExpensesGrp/TotalAmt14510
IRS990/OtherExpensesGrp/TotalAmt2585
IRS990/OtherExpensesGrp/TotalAmt325
IRS990/OtherLiabilitiesGrp/BOYAmt01120
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03141
IRS990/PensionPlanContributionsGrp/TotalAmt03141
IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04448
IRS990/PrincipalOfficerNm0MARVIN PLAKUT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL REVENUE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0462770
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0621357
IRS990/PYOtherRevenueAmt03089
IRS990/PYProgramServiceRevenueAmt0458058
IRS990/PYRevenuesLessExpensesAmt0-267922
IRS990/PYSalariesCompEmpBnftPaidAmt0107902
IRS990/PYTotalExpensesAmt0729259
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0461337
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-267071
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0462770
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0330404
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0326266
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt071
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0190
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011686
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0210

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.09$2.98$0.49$0.78$0.29
2023Detailed filing. Detailed filing data is available for this year.$3.36$0.09$3.27$0.48$0.75$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.08$3.54$0.49$0.71$0.23
2021Detailed filing. Detailed filing data is available for this year.$3.86$0.10$3.77$0.45$0.72$0.27
2020Detailed filing. Detailed filing data is available for this year.$4.11$0.08$4.04$0.47$0.73$0.27
2019Detailed filing. Detailed filing data is available for this year.$4.37$0.07$4.30$0.46$0.73$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.64$0.07$4.57$0.45$0.67$0.21
2017Detailed filing. Detailed filing data is available for this year.$4.83$0.05$4.78$0.45$0.64$0.19
2016Detailed filing. Detailed filing data is available for this year.$5.01$0.04$4.97$0.46$0.68$0.23
2015Detailed filing. Detailed filing data is available for this year.$5.29$0.09$5.20$0.47$0.64$0.17
2014Detailed filing. Detailed filing data is available for this year.$5.43$0.06$5.37$0.46$0.70$0.24
2013Detailed filing. Detailed filing data is available for this year.$5.65$0.05$5.60$0.39$0.66$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.06$5.87$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.17$0.06$6.11$0.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.42$0.05$6.37$0.56
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits