Civic Intelligence

My Choice Foundation

990 • Fiscal year 2019 • EIN 20-5326593

Jan 01, 2019 to Dec 31, 2019 • Filed on May 13, 2020

Organization ProfileN/A

View Organization Page

PO Box 580631Elk Grove, CA 95758-0011

(916) 394-1068

Siviq Scores

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

Liabilities / Assets

91st percentile

0.94x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

4.16x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

50th percentile

3.1%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$196,985

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

5.6%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$11,405,883

Up $1,218,003 (+12%) from 2018

Net Assets

Up

$688,554

Up $81,014 (+13%) from 2018

Liabilities

Up

$10,717,329

Up $1,136,989 (+12%) from 2018

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin50th percentile

Revenue

Up

$2,577,871

Up $136,462 (+5.6%) from 2018

Expenses

Up

$2,496,857

Up $169,892 (+7.3%) from 2018

Net Income

Down

$81,014

Down $33,430 (-29%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$30M$20M$10M$0Assets 2011: $6,873,384Liabilities 2011: $6,760,476Net Assets 2011: $112,9082011Assets 2012: $7,768,642Liabilities 2012: $7,573,162Net Assets 2012: $195,4802012Assets 2013: $8,394,435Liabilities 2013: $8,156,170Net Assets 2013: $238,2652013Assets 2014: $8,828,258Liabilities 2014: $8,502,920Net Assets 2014: $325,3382014Assets 2015: $10,773,872Liabilities 2015: $10,327,589Net Assets 2015: $446,2832015Assets 2016: $9,604,770Liabilities 2016: $9,123,319Net Assets 2016: $481,4512016Assets 2017: $10,094,401Liabilities 2017: $9,601,304Net Assets 2017: $493,0972017Assets 2018: $10,187,880Liabilities 2018: $9,580,340Net Assets 2018: $607,5402018Assets 2019: $11,405,883Liabilities 2019: $10,717,329Net Assets 2019: $688,5542019Assets 2020: $18,414,642Liabilities 2020: $17,603,449Net Assets 2020: $811,1932020Assets 2021: $19,423,109Liabilities 2021: $18,553,431Net Assets 2021: $869,6782021Assets 2022: $19,247,096Liabilities 2022: $18,341,547Net Assets 2022: $905,5492022Assets 2023: $18,989,575Liabilities 2023: $17,931,115Net Assets 2023: $1,058,4602023Assets 2024: $20,726,616Liabilities 2024: $19,439,702Net Assets 2024: $1,286,9142024

Highlighted filing

2019

Assets$11,405,883
Liabilities$10,717,329
Net Assets$688,554
Open 2019 Filing

Operations Trend

Revenue Growth56th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,843,684Expenses 2011: $1,851,995Net Income 2011: -$8,3112011Revenue 2012: $2,124,737Expenses 2012: $2,042,165Net Income 2012: $82,5722012Revenue 2013: $2,195,300Expenses 2013: $2,152,515Net Income 2013: $42,7852013Revenue 2014: $2,268,410Expenses 2014: $2,181,511Net Income 2014: $86,8992014Revenue 2015: $2,365,732Expenses 2015: $2,244,787Net Income 2015: $120,9452015Revenue 2016: $2,384,751Expenses 2016: $2,349,581Net Income 2016: $35,1702016Revenue 2017: $2,378,835Expenses 2017: $2,367,190Net Income 2017: $11,6452017Revenue 2018: $2,441,409Expenses 2018: $2,326,965Net Income 2018: $114,4442018Revenue 2019: $2,577,871Expenses 2019: $2,496,857Net Income 2019: $81,0142019Revenue 2020: $2,696,944Expenses 2020: $2,574,305Net Income 2020: $122,6392020Revenue 2021: $2,665,170Expenses 2021: $2,606,992Net Income 2021: $58,1782021Revenue 2022: $2,686,994Expenses 2022: $2,651,121Net Income 2022: $35,8732022Revenue 2023: $3,037,619Expenses 2023: $2,884,708Net Income 2023: $152,9112023Revenue 2024: $3,083,465Expenses 2024: $2,855,011Net Income 2024: $228,4542024

Highlighted filing

2019

Revenue$2,577,871
Expenses$2,496,857
Net Income$81,014
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 13, 2020
Return Version
2019v5.1
Gross Receipts
$2,577,871
Mission and Program Overview

Mission

Help enrich the lives of the developmentally disabled to allow them to live independently to the best of their abilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$381,506$374,787▼ $6,719
Accounts Receivable$206,178$224,667▲ $18,489
Savings and Temporary Cash Investments$50,000$100,000▲ $50,000
Land, Buildings, and Equipment, Net$62,904$77,486▲ $14,582
Prepaid Expenses and Deferred Charges$40,641$54,898▲ $14,257
Total Assets$10,187,880$11,405,883▲ $1,218,003
Other Assets Total$9,446,651$10,574,045▲ $1,127,394
Liabilities
Other Liabilities$9,437,924$10,565,318▲ $1,127,394
Accounts Payable and Accrued Expenses$100,563$112,206▲ $11,643
Deferred Revenue$41,853$39,805▼ $2,048
Total Liabilities$9,580,340$10,717,329▲ $1,136,989
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$607,540$688,554▲ $81,014
Total Net Assets Fund Balance$607,540$688,554▲ $81,014
Total Liabilities and Net Assets / Fund Balance$10,187,880$11,405,883▲ $1,218,003

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$74,407$188,792$263,199
Leasehold Improvements$3,079$3,520$6,599
Land$0--
Other Assets Org$10,565,318--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric Brown--$151,006$47,289$198,295
Eric BrownTreasurerFT$162,006$34,979$196,985
Danielle Robertson--$149,523$46,987$196,510
Danielle RobertsonExecutive DirectorFT$160,523$23,584$184,107

Board Members and Trustees

NameTitle
Gary MontgomeryPresident
Bruce CampbellDirector
Vince SalesDirector
Debbie SantiagoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,576,963
Investment Income
$908
Other Revenue
$0
Change in Net Assets
$81,014

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,577,871
Total Revenue per Audited Statements
$2,577,871
Total Revenue per Form 990
$2,577,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,422,281
Other Expenses$1,043,731
Grants and Similar Amounts Paid$30,845
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$736,917$32,820$0$769,737
Current Officers, Directors, Trustees, and Key Employees$185,936$136,593$0$322,529
Office Expenses$187,748$7,870$0$195,618
Other Employee Benefits$138,492$25,275$0$163,767
Occupancy$108,263$11,034$0$119,297
Information Technology$89,250$0$0$89,250
Payroll Taxes$71,669$13,214$0$84,883
Pension Plan Contributions$68,828$12,537$0$81,365
Fees for Services Accounting$0$52,859$0$52,859
Other Expenses$34,675$3,554$0$38,229
Insurance$26,317$6,289$0$32,606
Grants to Domestic Orgs$30,845--$30,845
Conferences and Meetings$26,164$0$0$26,164
Depreciation Depletion$23,972$0$0$23,972
Fees for Services Legal$0$8,197$0$8,197
Travel$4,150$734$0$4,884
Fees for Services Other$720$0$0$720
Total Functional Expenses$2,185,881$310,976$0$2,496,857

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,496,857
Total Expenses per Audited Statements$2,496,857
Total Expenses per Form 990$2,496,857
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Supported Life InstituteSacramento, CA-Supported Life Conference$10,000
The University Foundation at Sac StateSacramento, CA-Tracy Stein Memorial Scholarship$10,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board President Owns TsmsSoftware Lease FeesNo$444,779
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Trust Accounts$10,565,318
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
My Choice Foundation
EIN
20-5326593
Phone
9163941068
Address
PO BOX 580631, ELK GROVE, CA 95758-0011

Signing Officer

Name
Danielle Roberston
Title
Executive Director
Phone
9163941068
Signed
2020-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Montgomery
Formed
2006
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
17
Volunteers
0

Preparer

Firm
Dale G Sloss CPA A Professional Corp
Address
PO Box 217, Penryn, CA 95663
Preparer
Dale G Sloss
Phone
9167696784
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“A copy is furnished upon request.”

Pt VI, Line 8B

“The Board does not have any separate committees.”

Pt VI, Line 11B

“Officers review return before it is e-filed. The Board is is provided a copy upon request.”

Pt VI, Line 18

“A copy is furnished upon request.”

Raw XML AppendixShowing 400 of 494 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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IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013214
IRS990/PayrollTaxesGrp/ProgramServicesAmt071669
IRS990/PayrollTaxesGrp/TotalAmt084883
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012537
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt068828
IRS990/PensionPlanContributionsGrp/TotalAmt081365
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt040641
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt054898
IRS990/PrincipalOfficerNm0GARY MONTGOMERY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541990
IRS990/ProgramServiceRevenueGrp/Desc0TRUST MANAGEMENT
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02576963
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0962637
IRS990/PYOtherRevenueAmt02500
IRS990/PYProgramServiceRevenueAmt02438909
IRS990/PYRevenuesLessExpensesAmt0114444
IRS990/PYSalariesCompEmpBnftPaidAmt01364328
IRS990/PYTotalExpensesAmt02326965
IRS990/PYTotalRevenueAmt02441409
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt081014
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02573963
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02576963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02441409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02378835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02384751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02365732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012147690
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0908
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0908
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt012147690
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02576963
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02441409
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02378835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02384751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02365732
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012147690
IRS990ScheduleA/TotalSupportAmt012148598
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt074407
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0188792
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0263199
IRS990ScheduleD/ExpensesSubtotalAmt02496857
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03079
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03520
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06599
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt08727
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt110565318
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010565318
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLIENT TRUST ACCOUNTS
IRS990ScheduleD/RevenueSubtotalAmt02577871
IRS990ScheduleD/TotalBookValueLandBuildingsAmt077486
IRS990ScheduleD/TotalBookValueOtherAssetsAmt010574045
IRS990ScheduleD/TotalExpensesPerForm990Amt02496857
IRS990ScheduleD/TotalLiabilityAmt010565318
IRS990ScheduleD/TotalRevenuePerForm990Amt02577871
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02577871
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02496857
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Supported Life Conference
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Tracy Stein Memorial Scholarship
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Supported Life Institute
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1The University Foundation at Sac State
IRS990ScheduleI/RecipientTable/RecipientEIN0680261184
IRS990ScheduleI/RecipientTable/RecipientEIN1943001359
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01010 Hurley Way Suite 180
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16000 J Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Sacramento
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Sacramento
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095825
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195819
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Board President, Gary Montgomery, calls the agencies to find out how the funds were spent.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0149523
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1151006
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount011000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount111000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt08026
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt18100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt027961
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt128189
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANIELLE ROBERTSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ERIC BROWN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0196510
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1198295
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0TRACY STEIN MANAGEMENT SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD PRESIDENT OWNS TSMS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0444779
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SOFTWARE LEASE FEES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy is furnished upon request.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,405,883
Liabilities
$10,717,329
Net assets
$688,554
Revenue
$2,577,871
Expenses
$2,496,857
Net income
$81,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$19.4$1.29$3.08$2.86$0.23
2023Detailed filing. Detailed filing data is available for this year.$19.0$17.9$1.06$3.04$2.88$0.15
2022Detailed filing. Detailed filing data is available for this year.$19.2$18.3$0.91$2.69$2.65$0.04
2021Detailed filing. Detailed filing data is available for this year.$19.4$18.6$0.87$2.67$2.61$0.06
2020Detailed filing. Detailed filing data is available for this year.$18.4$17.6$0.81$2.70$2.57$0.12
2019Detailed filing. Detailed filing data is available for this year.$11.4$10.7$0.69$2.58$2.50$0.08
2018Detailed filing. Detailed filing data is available for this year.$10.2$9.58$0.61$2.44$2.33$0.11
2017Detailed filing. Detailed filing data is available for this year.$10.1$9.60$0.49$2.38$2.37$0.01
2016Detailed filing. Detailed filing data is available for this year.$9.60$9.12$0.48$2.38$2.35$0.04
2015Detailed filing. Detailed filing data is available for this year.$10.8$10.3$0.45$2.37$2.24$0.12
2014Detailed filing. Detailed filing data is available for this year.$8.83$8.50$0.33$2.27$2.18$0.09
2013Detailed filing. Detailed filing data is available for this year.$8.39$8.16$0.24$2.20$2.15$0.04
2012Summary only. Only limited summary data is available for this year.$7.77$7.57$0.20$2.12$2.04$0.08
2011Summary only. Only limited summary data is available for this year.$6.87$6.76$0.11$1.84$1.85$0.01