Civic Intelligence

My Choice Foundation

990 • Fiscal year 2021 • EIN 20-5326593

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

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

92nd percentile

0.96x

Higher debt load relative to assets than 92% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

6.96x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

27th percentile

2.2%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$214,693

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

38th percentile

5.5%

Faster asset growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-1.2%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$19,423,109

Up $1,008,467 (+5.5%) from 2020

Net Assets

Up

$869,678

Up $58,485 (+7.2%) from 2020

Liabilities

Up

$18,553,431

Up $949,982 (+5.4%) from 2020

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin27th percentile

Revenue

Down

$2,665,170

Down $31,774 (-1.2%) from 2020

Expenses

Up

$2,606,992

Up $32,687 (+1.3%) from 2020

Net Income

Down

$58,178

Down $64,461 (-53%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2021

Assets$19,423,109
Liabilities$18,553,431
Net Assets$869,678
Open 2021 Filing

Operations Trend

Revenue Growth27th 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

2021

Revenue$2,665,170
Expenses$2,606,992
Net Income$58,178
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.1
Gross Receipts
$2,665,170
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$491,868$669,555▲ $177,687
Accounts Receivable$226,539$219,556▼ $6,983
Savings and Temporary Cash Investments$150,000$50,000▼ $100,000
Land, Buildings, and Equipment, Net$61,955$41,160▼ $20,795
Prepaid Expenses and Deferred Charges$46,017$38,298▼ $7,719
Total Assets$18,414,642$19,423,109▲ $1,008,467
Other Assets Total$17,438,263$18,404,540▲ $966,277
Liabilities
Other Liabilities$17,429,536$18,397,263▲ $967,727
Accounts Payable and Accrued Expenses$138,614$128,074▼ $10,540
Deferred Revenue$35,299$28,094▼ $7,205
Total Liabilities$17,603,449$18,553,431▲ $949,982
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$811,193$869,678▲ $58,485
Total Net Assets Fund Balance$811,193$869,678▲ $58,485
Total Liabilities and Net Assets / Fund Balance$18,414,642$19,423,109▲ $1,008,467

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$39,963$185,814$225,777
Leasehold Improvements$1,197$6,370$7,567
Land$0--
Other Assets Org$18,397,263--
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric BrownSecretaryFT$166,171$48,522$214,693
Eric Brown--$155,171$59,522$214,693
Danielle RobertsonExecutive DirectorFT$163,533$47,752$211,285
Danielle Robertson--$152,533$58,752$211,285

Board Members and Trustees

NameTitle
Gary MontgomeryPresident
Antonio RanitDirector
Vince SalesDirector
Debbie SantiagoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,664,705
Investment Income
$465
Other Revenue
$0
Change in Net Assets
$58,178

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,665,170
Total Revenue per Audited Statements
$2,665,170
Total Revenue per Form 990
$2,665,170
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,468,957
Other Expenses$1,105,035
Grants and Similar Amounts Paid$33,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$714,408$35,745$0$750,153
Current Officers, Directors, Trustees, and Key Employees$190,437$139,267$0$329,704
Office Expenses$282,858$8,247$0$291,105
Other Employee Benefits$145,901$28,177$0$174,078
Pension Plan Contributions$119,030$22,927$0$141,957
Information Technology$98,250$1,350$0$99,600
Occupancy$90,348$9,075$0$99,423
Payroll Taxes$61,164$11,901$0$73,065
Fees for Services Accounting$0$58,475$0$58,475
Insurance$26,566$6,557$0$33,123
Foreign Grants$33,000--$33,000
Depreciation Depletion$23,226$0$0$23,226
Conferences and Meetings$19,896$0$0$19,896
Travel$10,563$500$0$11,063
Fees for Services Legal$0$5,157$0$5,157
Other Expenses$2,398$0$0$2,398
Total Functional Expenses$2,279,614$327,378$0$2,606,992

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,606,686
Total Expenses per Audited Statements$2,606,686
Total Expenses per Form 990$2,606,686
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Supported Life InstituteSacramento, CA-Conference support$10,000
The University Foundation at Sac StateSacramento, CA-Tracy Stein Memorial Scholarship$5,001
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$443,959
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Trust Accounts$18,397,263
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
2022-05-10
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
18
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 490 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/PensionPlanContributionsGrp/ManagementAndGeneralAmt022927
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0119030
IRS990/PensionPlanContributionsGrp/TotalAmt0141957
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt046017
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038298
IRS990/PrincipalOfficerNm0GARY MONTGOMERY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541990
IRS990/ProgramServiceRevenueGrp/BusinessCd1541990
IRS990/ProgramServiceRevenueGrp/Desc0TRUST MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc1LOSS ON DISPOSAL
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02665014
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1-309
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt026003
IRS990/PYInvestmentIncomeAmt02248
IRS990/PYOtherExpensesAmt01075379
IRS990/PYProgramServiceRevenueAmt02694696
IRS990/PYRevenuesLessExpensesAmt0122639
IRS990/PYSalariesCompEmpBnftPaidAmt01472923
IRS990/PYTotalExpensesAmt02574305
IRS990/PYTotalRevenueAmt02696944
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt058178
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02665014
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0150000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02576963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02441409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02378835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07397207
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0908
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0908
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt07397207
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02576963
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02441409
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02378835
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07397207
IRS990ScheduleA/TotalSupportAmt07398115
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt039963
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0185814
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0225777
IRS990ScheduleD/ExpensesSubtotalAmt02606686
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01197
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06370
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07567
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt07277
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt118397263
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018397263
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLIENT TRUST ACCOUNTS
IRS990ScheduleD/RevenueSubtotalAmt02665170
IRS990ScheduleD/TotalBookValueLandBuildingsAmt041160
IRS990ScheduleD/TotalBookValueOtherAssetsAmt018404540
IRS990ScheduleD/TotalExpensesPerForm990Amt02606686
IRS990ScheduleD/TotalLiabilityAmt018397263
IRS990ScheduleD/TotalRevenuePerForm990Amt02665170
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02665170
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02606686
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt15001
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Conference support
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
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0152533
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1155171
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/DeferredCompensationFlngOrgAmt024530
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt124926
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt023222
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt123596
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/TotalCompensationFilingOrgAmt0211285
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1214693
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/TransactionAmt0443959
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SOFTWARE LEASE FEES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy is furnished upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board does not have any separate committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Officers review return before it is e-filed. The Board is is provided a copy upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A copy is furnished upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,423,109
Liabilities
$18,553,431
Net assets
$869,678
Revenue
$2,665,170
Expenses
$2,606,992
Net income
$58,178
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