Civic Intelligence

Shelby Ohio Community Foundation of Richland County Ohio

990 • Fiscal year 2013 • EIN 20-4864395

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 01, 2014

Organization ProfileWWW.THESHELBYFOUNDATION.ORG
142 North Gamble StreetRoom/Suite F44875

(419) 342-3686

Siviq Scores

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

Liabilities / Assets

41st percentile

0.12x

Higher debt load relative to assets than 41% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

82nd percentile

1.26x

Higher debt load relative to revenue than 82% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

26th percentile

$40,834

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$6,002,608

Up $581,798 (+11%) from 2012

Net Assets

Up

$5,279,444

Up $550,773 (+12%) from 2012

Liabilities

Up

$723,164

Up $31,025 (+4.5%) from 2012

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin70th percentile

Revenue

$571,966

No earlier filing loaded for comparison.

Expenses

Up

$502,917

Up $141,249 (+39%) from 2012

Net Income

$69,049

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$15M$10M$5.0M$0Assets 2010: $3,783,436Liabilities 2010: $401,081Net Assets 2010: $3,382,3552010Assets 2011: $5,130,281Liabilities 2011: $716,788Net Assets 2011: $4,413,4932011Assets 2012: $5,420,810Liabilities 2012: $692,139Net Assets 2012: $4,728,6712012Assets 2013: $6,002,608Liabilities 2013: $723,164Net Assets 2013: $5,279,4442013Assets 2014: $6,615,917Liabilities 2014: $686,446Net Assets 2014: $5,929,4712014Assets 2015: $5,796,800Liabilities 2015: $115,746Net Assets 2015: $5,681,0542015Assets 2016: $6,271,662Liabilities 2016: $85,170Net Assets 2016: $6,186,4922016Assets 2017: $7,021,180Liabilities 2017: $96,025Net Assets 2017: $6,925,1552017Assets 2018: $6,842,017Liabilities 2018: $89,723Net Assets 2018: $6,752,2942018Assets 2019: $8,104,989Liabilities 2019: $105,247Net Assets 2019: $7,999,7422019Assets 2020: $8,665,862Liabilities 2020: $114,026Net Assets 2020: $8,551,8362020Assets 2021: $10,751,370Liabilities 2021: $802,556Net Assets 2021: $9,948,8142021Assets 2022: $9,537,258Liabilities 2022: $684,746Net Assets 2022: $8,852,5122022Assets 2023: $10,714,342Liabilities 2023: $860,217Net Assets 2023: $9,854,1252023Assets 2024: $11,930,233Liabilities 2024: $926,133Net Assets 2024: $11,004,1002024

Highlighted filing

2013

Assets$6,002,608
Liabilities$723,164
Net Assets$5,279,444
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $268,8242010Expenses 2011: $309,2082011Expenses 2012: $361,6682012Revenue 2013: $571,966Expenses 2013: $502,917Net Income 2013: $69,0492013Revenue 2014: $742,057Expenses 2014: $378,614Net Income 2014: $363,4432014Revenue 2015: $489,943Expenses 2015: $369,247Net Income 2015: $120,6962015Revenue 2016: $348,754Expenses 2016: $340,778Net Income 2016: $7,9762016Revenue 2017: $525,215Expenses 2017: $342,101Net Income 2017: $183,1142017Revenue 2018: $902,870Expenses 2018: $497,926Net Income 2018: $404,9442018Revenue 2019: $532,368Expenses 2019: $383,280Net Income 2019: $149,0882019Revenue 2020: $463,567Expenses 2020: $522,190Net Income 2020: -$58,6232020Revenue 2021: $562,012Expenses 2021: $476,755Net Income 2021: $85,2572021Revenue 2022: $481,083Expenses 2022: $537,585Net Income 2022: -$56,5022022Revenue 2023: $552,075Expenses 2023: $551,694Net Income 2023: $3812023Revenue 2024: $794,236Expenses 2024: $604,497Net Income 2024: $189,7392024

Highlighted filing

2013

Revenue$571,966
Expenses$502,917
Net Income$69,049
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 1, 2014
Return Version
2013v3.1
Gross Receipts
$591,121
Mission and Program Overview

Mission

Build a legacy of community philanthropy by connecting generosity with community needs. To improve the standard of living in the shelby area for all, including the poor, aged, & underprivileged. To provide youth with the opportunity to realize their potential through education & developmental opportunities. To improve the quality of living with cultural & health benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,065,340$5,156,999▲ $1,091,659
Savings and Temporary Cash Investments$932,402$490,976▼ $441,426
Land, Buildings, and Equipment, Net$358,776$345,144▼ $13,632
Cash and Non-Interest-Bearing Accounts$64,292$9,489▼ $54,803
Total Assets$5,420,810$6,002,608▲ $581,798
Liabilities
Other Liabilities$690,930$721,617▲ $30,687
Accounts Payable and Accrued Expenses$1,210$1,547▲ $337
Total Liabilities$692,140$723,164▲ $31,024
Net Assets / Fund Balance
Unrestricted Net Assets$2,298,659$2,670,821▲ $372,162
Temporarily Rstr Net Assets$2,299,676$2,478,288▲ $178,612
Permanently Rstr Net Assets$130,335$130,335→ $0
Total Net Assets Fund Balance$4,728,670$5,279,444▲ $550,774
Total Liabilities and Net Assets / Fund Balance$5,420,810$6,002,608▲ $581,798

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$297,251$162,280$459,531
Land$43,779-$43,779
Equipment$4,114$6,994$11,108
Other Securities$5,156,999--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,829,462$20,000▲ $290,883-$2,007,513
2012$1,746,056$7,223▲ $156,863-$1,829,462
2011$1,401,737$393,113▲ $70,308-$1,746,056
2010$1,274,414$86,979▲ $116,198-$1,401,737
2009$1,182,114$23,706▲ $136,511-$1,274,414
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleBaseTotal
Lynn FriebelExecutive Di$40,834$40,834

Board Members and Trustees

NameTitle
Ken AlbertChairman
Theresa RothVice Chair
Chuck KilgoreDirector
Connie StepsisDirector
Dave SpanglerDirector
Frank BenhamDirector
Gary JohnsonDirector
Karl MillironDirector
Kristi KranzDirector
Lesli NealDirector
Linda WhitedDirector
Kay GreenEx-officio D
Catherine TurnerSecretary
Lori KlemanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$137,747
Program Service Revenue
$0
Investment Income
$312,357
Other Revenue
$121,862
All Other Contributions
$137,747
Change in Net Assets
$69,049

Audited Revenue Reconciliation

Revenue per Audited Statements
$571,966
Revenue Not Reported on Form 990
$500,880
Total Revenue per Audited Statements
$1,072,846
Total Revenue per Form 990
$571,966
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$399,158
Other Expenses$61,314
Salaries, Compensation, and Employee Benefits$42,445
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$353,058--$353,058
Grants to Domestic Individuals$46,100--$46,100
Current Officers, Directors, Trustees, and Key Employees-$40,834-$40,834
Occupancy$15,243$10,162-$25,405
Depreciation Depletion$8,178$5,452-$13,630
Insurance-$6,770-$6,770
Fees for Services Accounting-$6,590-$6,590
Office Expenses-$2,250-$2,250
Payroll Taxes-$1,611-$1,611
Fees for Services Other-$1,305-$1,305
Advertising-$1,087-$1,087
Other Expenses-$200-$200
Total Functional Expenses$422,579$80,338$0$502,917

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$522,072
Expenses per Audited Statements$502,917
Total Expenses per Form 990$502,917
Expenses Not Reported on Form 990$19,155
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
34-1752817-501c3Capital Campaign$97,000
34-1407124-501c3Starfish Project$42,000
31-1145986-501c3Capital Campaign$25,000
34-0792928-501c3Operations$18,810
23-7450889-501c3Opening Doors Campai$15,000
34-0714456-501c3Cancer Care Expansio$11,000
23-7450889-501c3Kehoe Cntr. Developm$10,000
34-1538951-501c3Program Expansion$10,000
51-0644135-501c3Dashboard Project$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$78,126
Fundraising Direct Expenses$19,155
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$78,126$78,126$2,616$75,510
Total Events$78,126$78,126$19,155$58,971
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Ken AlbertBoard MemberThe FoundationNo$2,189
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due Other Agencies$721,617
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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, Page 6, Part VI, Line 2

“KEN ALBERT”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is provided to designated governing body members for review and approval. Prior to filing, questions and comments of the members are responded to and incorporated into the tax filing as necessary.”

Form 990, Page 6, Part VI, Line 12C

“The organization promptly evaluates any identified exceptions of its conflict of interest policy.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors reviews compensation and determines any changes and approvals for the administrator position. A committee of the board of directors evaluates the progress of the organization and key employees' contributions toward goals attained by the entity. The committee is aware of compensation trends in general and richland county in particular. The board of directors approves each key employee's compensation for the coming year after appropriate review and deliberation.”

Form 990, Page 6, Part VI, Line 19

“Information provided upon request”

Filing and Contact Details

Filer

EIN
20-4864395
Phone
4193423686

Signing Officer

Name
Carrie Kemerer
Title
Director
Phone
4193423686
Signed
2014-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carrie Kemerer
Formed
2007
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
11

Preparer

Preparer
Steven W Irwin CPA
Phone
4192812811
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Build a legacy of community philanthropy by connecting generosity with community needs. To improve the standard of living in the shelby area for all, including the poor, aged, & underprivileged. To provide youth with the opportunity to realize their potential through education & developmental opportunities. To improve the quality of living with cultural & health benefits.”

Form 990, Part XI, Line 9

“Special event expenses 19,155 special event expenses -19,155”

Form 990, Page 12, Part XII, Line 1

“The modified cash basis includes the recording of depreciation of capitalized assets, the change in value of marketable securites and the recognition of liabilities to other nonprofit organizations for assets held on their behalf. Revenues are recognized when collected rather than when contributed, and expenses are generally recognized when paid rather than when incurred.”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Special event expenses 19,155”

Schedule D, Page 4, Part XII, Line 2D

“Special event expenses 19,155”

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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InsuranceGrp/TotalAmt06770
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0BUILD A LEGACY OF COMMUNITY PHILANTHROPY BY CONNECTING GENEROSITY WITH COMMUNITY NEEDS. TO IMPROVE THE STANDARD OF LIVING IN THE SHELBY AREA FOR ALL, INCLUDING THE POOR, AGED, & UNDERPRIVILEGED. TO PROVIDE YOUTH WITH THE OPPORTUNITY TO REALIZE THEIR POTENTIAL THROUGH EDUCATION & DEVELOPMENTAL OPPORTUNITIES. TO IMPROVE THE QUALITY OF LIVING WITH CULTURAL & HEALTH BENEFITS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt022481
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IRS990/OccupancyGrp/ProgramServicesAmt015243
IRS990/OccupancyGrp/TotalAmt025405
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02250
IRS990/OfficeExpensesGrp/TotalAmt02250
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1DUES & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3STATE FILING FEE & TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02309
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11020
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2748
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3200
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IRS990/OtherExpensesGrp/TotalAmt11020
IRS990/OtherExpensesGrp/TotalAmt2748
IRS990/OtherExpensesGrp/TotalAmt3200
IRS990/OtherLiabilitiesGrp/BOYAmt0690930
IRS990/OtherLiabilitiesGrp/EOYAmt0721617
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1561000
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATION FEE
IRS990/OtherRevenueMiscGrp/Desc1ADMINISTRATION SERVICES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt031410
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt031410
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt19000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt09000
IRS990/OtherRevenueTotalAmt040410
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01611
IRS990/PayrollTaxesGrp/TotalAmt01611
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0130335
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0130335
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CARRIE KEMERER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0149071
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0220591
IRS990/PYInvestmentIncomeAmt0284680
IRS990/PYOtherExpensesAmt097848
IRS990/PYOtherRevenueAmt0150739
IRS990/PYRevenuesLessExpensesAmt0222822
IRS990/PYSalariesCompEmpBnftPaidAmt043229
IRS990/PYTotalExpensesAmt0361668
IRS990/PYTotalRevenueAmt0584490
IRS990/ReconcilationRevenueExpnssAmt069049
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt022481
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0932402
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0490976
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0ADMINISTRATION FEE/SPECIAL EVENT 317,987
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0137747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0149071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01216767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0390993
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0311284
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02205862
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0312357
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0146517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0116595
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0104533
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt094210
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0774212
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt053891
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0109536
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt070275
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt080585
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt057591
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0317987
IRS990ScheduleA/PublicSupportCY170Pct00.33520
IRS990ScheduleA/PublicSupportPY170Pct00.34400
IRS990ScheduleA/PublicSupportTotal170Amt01176812
IRS990ScheduleA/SubstantialContributorsTotAmt01029050
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0137747
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0149071
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01216767
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0390993
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0311284
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02205862
IRS990ScheduleA/TotalSupportAmt03510481
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0212420
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0212420
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0297251
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0162280
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0459531
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt083855
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01829462
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt020000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02007513
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt048977
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0290883
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt078680
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01746056
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt07223
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01829462
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt02000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0156863
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0112102
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01401737
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0393113
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01746056
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt07000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt070308
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt068854
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01274414
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt086979
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01401737
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt07000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0116198
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt066911
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01182114
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt023706
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01274414
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01006
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0136511
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
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IRS990ScheduleD/DonorAdvisedFundsContriAmt0100250
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt036794
IRS990ScheduleD/DonorAdvisedFundsHeldCnt011
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01208358
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt04114
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06994
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011108
IRS990ScheduleD/ExpensesNotReportedAmt019155
IRS990ScheduleD/ExpensesSubtotalAmt0502917
IRS990ScheduleD/FundsAndOtherAccountsContriAmt011649
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0182393
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt020

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,002,608
Liabilities
$723,164
Net assets
$5,279,444
Revenue
$571,966
Expenses
$502,917
Net income
$69,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$0.93$11.0$0.79$0.60$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.86$9.85$0.55$0.55$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.54$0.68$8.85$0.48$0.54$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.80$9.95$0.56$0.48$0.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.67$0.11$8.55$0.46$0.52$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.10$0.11$8.00$0.53$0.38$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.09$6.75$0.90$0.50$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.02$0.10$6.93$0.53$0.34$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.27$0.09$6.19$0.35$0.34$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.80$0.12$5.68$0.49$0.37$0.12
2014Detailed filing. Detailed filing data is available for this year.$6.62$0.69$5.93$0.74$0.38$0.36
2013Detailed filing. Detailed filing data is available for this year.$6.00$0.72$5.28$0.57$0.50$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.42$0.69$4.73$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$0.72$4.41$0.31
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.40$3.38$0.27
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $5M-$10M nonprofits