Civic Intelligence

My Choice Foundation

990 • Fiscal year 2022 • EIN 20-5326593

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

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

0.95x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

95th percentile

6.83x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

36th percentile

1.3%

Higher net margin than 36% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

63rd percentile

$219,422

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

45th percentile

-0.9%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

0.8%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$19,247,096

Down $176,013 (-0.9%) from 2021

Net Assets

Up

$905,549

Up $35,871 (+4.1%) from 2021

Liabilities

Down

$18,341,547

Down $211,884 (-1.1%) from 2021

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin36th percentile

Revenue

Up

$2,686,994

Up $21,824 (+0.8%) from 2021

Expenses

Up

$2,651,121

Up $44,129 (+1.7%) from 2021

Net Income

Down

$35,873

Down $22,305 (-38%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2022

Assets$19,247,096
Liabilities$18,341,547
Net Assets$905,549
Open 2022 Filing

Operations Trend

Revenue Growth44th 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

2022

Revenue$2,686,994
Expenses$2,651,121
Net Income$35,873
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Gross Receipts
$2,686,994
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$669,555$667,814▼ $1,741
Accounts Receivable$219,556$222,233▲ $2,677
Prepaid Expenses and Deferred Charges$38,298$81,169▲ $42,871
Savings and Temporary Cash Investments$50,000$50,000→ $0
Land, Buildings, and Equipment, Net$41,160$25,094▼ $16,066
Total Assets$19,423,109$19,247,096▼ $176,013
Other Assets Total$18,404,540$18,200,786▼ $203,754
Liabilities
Other Liabilities$18,397,263$18,193,509▼ $203,754
Accounts Payable and Accrued Expenses$128,074$129,779▲ $1,705
Deferred Revenue$28,094$18,259▼ $9,835
Total Liabilities$18,553,431$18,341,547▼ $211,884
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$869,678$905,549▲ $35,871
Total Net Assets Fund Balance$869,678$905,549▲ $35,871
Total Liabilities and Net Assets / Fund Balance$19,423,109$19,247,096▼ $176,013

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,094$203,557$228,651
Leasehold Improvements$0$7,567$7,567
Land$0--
Other Assets Org$18,193,509--
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric BrownSecretaryFT$169,569$49,853$219,422
Eric Brown--$158,569$60,853$219,422
Danielle RobertsonExecutive Director/presidentFT$165,924$48,782$214,706
Danielle Robertson--$154,924$59,782$214,706

Board Members and Trustees

NameTitle
Antonio RanitDirector
Debbie SantiagoDirector
Vince SalesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,686,894
Investment Income
$100
Other Revenue
$0
Change in Net Assets
$35,873

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,686,994
Total Revenue per Audited Statements
$2,686,994
Total Revenue per Form 990
$2,686,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,527,522
Other Expenses$1,089,770
Grants and Similar Amounts Paid$33,829
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$736,854$40,062$0$776,916
Current Officers, Directors, Trustees, and Key Employees$194,093$141,400$0$335,493
Office Expenses$229,815$11,367$0$241,182
Other Employee Benefits$152,334$29,759$0$182,093
Pension Plan Contributions$120,793$23,590$0$144,383
Occupancy$88,610$9,235$0$97,845
Payroll Taxes$74,120$14,517$0$88,637
Fees for Services Legal$38,853$38,853$0$77,706
Fees for Services Accounting$0$60,200$0$60,200
Information Technology$48,600$0$0$48,600
Insurance$38,322$5,752$0$44,074
Grants to Domestic Orgs$33,829--$33,829
Conferences and Meetings$24,376$0$0$24,376
Other Expenses$21,002$1,600$0$22,602
Depreciation Depletion$18,940$0$0$18,940
Travel$5,835$566$0$6,401
Fees for Services Other$278$0$0$278
Interest$51$0$0$51
Total Functional Expenses$2,274,220$376,901$0$2,651,121

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,651,124
Total Expenses per Audited Statements$2,651,124
Total Expenses per Form 990$2,651,124
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Supported Life InstituteSacramento, CA-Supported Life Conference$12,500
The University Foundation at Sac StateSacramento, CA-Scholarship for special ed teachers$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
Gary MontgomeryFormer PresidentSoftware Fees Paid on a Per Client BasisNo$437,864
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Trust Accounts$18,193,509
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
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
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
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Montgomery
Formed
2006
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
22
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.”

Pt VI, Line 15A

“Compensation for the Executive Director was compared to a Northern California survey of similiar 501(c)3 organizations.”

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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/ProgramServicesAmt074120
IRS990/PayrollTaxesGrp/TotalAmt088637
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt023590
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0120793
IRS990/PensionPlanContributionsGrp/TotalAmt0144383
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038298
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt081169
IRS990/PrincipalOfficerNm0GARY MONTGOMERY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541990
IRS990/ProgramServiceRevenueGrp/Desc0TRUST MANAGEMENT
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02686894
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt033000
IRS990/PYInvestmentIncomeAmt0465
IRS990/PYOtherExpensesAmt01105035
IRS990/PYProgramServiceRevenueAmt02664705
IRS990/PYRevenuesLessExpensesAmt058178
IRS990/PYSalariesCompEmpBnftPaidAmt01468957
IRS990/PYTotalExpensesAmt02606992
IRS990/PYTotalRevenueAmt02665170
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt035873
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02686994
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02686894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02664795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02692818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02576963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02441409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013062879
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0465
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02248
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0908
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03721
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt013062879
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02686894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02664795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02692818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02576963
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02441409
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013062879
IRS990ScheduleA/TotalSupportAmt013066600
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt025094
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0203557
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0228651
IRS990ScheduleD/ExpensesSubtotalAmt02651124
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07567
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07567
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt07277
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt118193509
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018193509
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLIENT TRUST ACCOUNTS
IRS990ScheduleD/RevenueSubtotalAmt02686994
IRS990ScheduleD/TotalBookValueLandBuildingsAmt025094
IRS990ScheduleD/TotalBookValueOtherAssetsAmt018200786
IRS990ScheduleD/TotalExpensesPerForm990Amt02651124
IRS990ScheduleD/TotalLiabilityAmt018193509
IRS990ScheduleD/TotalRevenuePerForm990Amt02686994
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02686994
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02651124
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt012500
IRS990ScheduleI/RecipientTable/CashGrantAmt15001
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Supported Life Conference
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Scholarship for special ed teachers
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/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0154924
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1158569
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/DeferredCompensationFlngOrgAmt024889
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt125435
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt023893
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt124418
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/TotalCompensationFilingOrgAmt0214706
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1219422
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GARY MONTGOMERY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FORMER PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0437864
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SOFTWARE FEES PAID ON A PER CLIENT BASIS
IRS990/ScheduleORequiredInd0true

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,247,096
Liabilities
$18,341,547
Net assets
$905,549
Revenue
$2,686,994
Expenses
$2,651,121
Net income
$35,873
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