Civic Intelligence

Ameritrust CDC

990 • Fiscal year 2015 • EIN 20-5644200

Oct 01, 2014 to Sep 30, 2015 • Filed on Jan 31, 2016

Organization ProfileAMERITRUSTCDC.COM

View Organization Page

11050 5th Ave NE Suite 205Seattle, WA 98125

(425) 787-6100

Siviq Scores

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

Liabilities / Assets

86th percentile

0.77x

Higher debt load relative to assets than 86% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.73x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

64th percentile

8.1%

Higher net margin than 64% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

83rd percentile

23%

Faster asset growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$1,305,453

Up $241,204 (+23%) from 2014

Net Assets

Up

$304,127

Up $111,092 (+58%) from 2014

Liabilities

Up

$1,001,326

Up $130,112 (+15%) from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin64th percentile

Revenue

Up

$1,372,417

Up $155,767 (+13%) from 2014

Expenses

Up

$1,261,325

Up $60,161 (+5.0%) from 2014

Net Income

Up

$111,092

Up $95,606 (+617%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$2.0M$1.0M$0-$1.0MAssets 2011: $534,885Liabilities 2011: $613,495Net Assets 2011: -$78,6102011Assets 2012: $820,830Liabilities 2012: $742,469Net Assets 2012: $78,3612012Assets 2013: $879,580Liabilities 2013: $702,031Net Assets 2013: $177,5492013Assets 2014: $1,064,249Liabilities 2014: $871,214Net Assets 2014: $193,0352014Assets 2015: $1,305,453Liabilities 2015: $1,001,326Net Assets 2015: $304,1272015Assets 2016: $1,192,312Liabilities 2016: $826,080Net Assets 2016: $366,2322016Assets 2017: $992,032Liabilities 2017: $590,508Net Assets 2017: $401,5242017Assets 2018: $1,355,860Liabilities 2018: $902,202Net Assets 2018: $453,6582018Assets 2019: $1,758,511Liabilities 2019: $1,185,809Net Assets 2019: $572,7022019Assets 2020: $1,981,988Liabilities 2020: $1,143,527Net Assets 2020: $838,4612020Assets 2021: $1,782,225Liabilities 2021: $638,409Net Assets 2021: $1,143,8162021Assets 2022: $1,777,009Liabilities 2022: $620,430Net Assets 2022: $1,156,5792022Assets 2023: $1,885,797Liabilities 2023: $960,034Net Assets 2023: $925,7632023Assets 2024: $1,795,805Liabilities 2024: $1,058,759Net Assets 2024: $737,0462024

Highlighted filing

2015

Assets$1,305,453
Liabilities$1,001,326
Net Assets$304,127
Open 2015 Filing

Operations Trend

Revenue Growth69th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $914,231Expenses 2011: $895,010Net Income 2011: $19,2212011Revenue 2012: $1,227,816Expenses 2012: $1,070,845Net Income 2012: $156,9712012Expenses 2013: $1,179,9002013Revenue 2014: $1,216,650Expenses 2014: $1,201,164Net Income 2014: $15,4862014Revenue 2015: $1,372,417Expenses 2015: $1,261,325Net Income 2015: $111,0922015Revenue 2016: $1,365,873Expenses 2016: $1,303,769Net Income 2016: $62,1042016Revenue 2017: $1,402,422Expenses 2017: $1,367,130Net Income 2017: $35,2922017Revenue 2018: $1,423,119Expenses 2018: $1,370,984Net Income 2018: $52,1352018Revenue 2019: $1,640,007Expenses 2019: $1,520,963Net Income 2019: $119,0442019Revenue 2020: $1,804,350Expenses 2020: $1,538,591Net Income 2020: $265,7592020Revenue 2021: $1,891,460Expenses 2021: $1,586,105Net Income 2021: $305,3552021Revenue 2022: $1,694,505Expenses 2022: $1,681,742Net Income 2022: $12,7632022Revenue 2023: $1,747,236Expenses 2023: $1,978,052Net Income 2023: -$230,8162023Revenue 2024: $1,717,258Expenses 2024: $1,905,975Net Income 2024: -$188,7172024

Highlighted filing

2015

Revenue$1,372,417
Expenses$1,261,325
Net Income$111,092
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Jan 31, 2016
Return Version
2014v6.0
Gross Receipts
$1,372,417
Mission and Program Overview

Mission

To promote and facilitate a loan program entitled "504" which encourages economic development.

To operate the "504" loan program of the small business administration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$607,778$796,090▲ $188,312
Accounts Receivable$447,888$503,062▲ $55,174
Rtn Earn Endowment Incm Other Fnds$193,035$304,127▲ $111,092
Land, Buildings, and Equipment, Net$6,017$3,735▼ $2,282
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,064,249$1,305,453▲ $241,204
Other Assets Total$2,566$2,566→ $0
Liabilities
Escrow Account Liability$643,656$801,620▲ $157,964
Deferred Revenue$152,734$167,687▲ $14,953
Accounts Payable and Accrued Expenses$74,824$32,019▼ $42,805
Total Liabilities$871,214$1,001,326▲ $130,112
Net Assets / Fund Balance
Total Net Assets Fund Balance$193,035$304,127▲ $111,092
Total Liabilities and Net Assets / Fund Balance$1,064,249$1,305,453▲ $241,204

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,735$7,675$11,410
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Kim WillisPresidentFT$197,261$197,261
Mark WillisKey EmployeeFT$169,142$169,142
Andrea SherwoodVice PresidentFT$83,166$83,166

Board Members and Trustees

NameTitle
Gary MallonBoard of Director
Joe BeitlyBoard of Director
John NelsonBoard of Director
Mark RogersBoard of Director
Wade StringfieldBoard of Director
Lauren PoolSecretary of the Board
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,360,032
Investment Income
$340
Other Revenue
$12,045
Change in Net Assets
$111,092

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,372,417
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,372,417
Total Revenue per Form 990
$1,372,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$846,861
Other Expenses$414,464
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$215,188$91,993-$307,181
Current Officers, Directors, Trustees, and Key Employees$197,261$83,166-$280,427
Comp Disqual Persons$169,142--$169,142
Fees for Services Legal$92,785--$92,785
Payroll Taxes$44,820$13,400-$58,220
All Other Expenses$42,753$9,309-$52,062
Occupancy$37,204--$37,204
Other Employee Benefits$25,513$6,378-$31,891
Travel$31,632--$31,632
Other Expenses$15,700--$15,700
Fees for Services Accounting-$11,600-$11,600
Advertising$6,953--$6,953
Conferences and Meetings$5,212--$5,212
Depreciation Depletion$2,282--$2,282
Office Expenses$529--$529
Interest$159--$159
Total Functional Expenses$1,045,479$215,846$0$1,261,325

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,261,325
Total Expenses per Audited Statements$1,261,325
Total Expenses per Form 990$1,261,325
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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, Part VI, Section A, Line 2

“Board member and president of the organization is married to a key employee of the organization. The accountant for the organization is the son of the board member and the president of the organization.”

Form 990, Part VI, Section A, Line 4

“The small business administration mandated the organization to update the bylaws and include specific requirements. The bylaws were changed and approved in april 2015.”

Form 990, Part VI, Section B, Line 11

“The organization provides a copy of this form to all governing body members to review before filing.”

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

“On annual basis the organization requires the completion of a conflict of interest disclosure statement.”

Form 990, Part VI, Section B, Line 15A

“The board approves salary increases after reviewing salary comparability data and related documentation.”

Form 990, Part VI, Section C, Line 19

“The board of directors makes its governing documents, conflict of interest policy and financial statements available to the pubic upon request.”

Filing and Contact Details

Filer

Filer Name
Ameritrust Cdc
EIN
20-5644200
Phone
4257876100
Address
11050 5TH AVE NE SUITE 205, SEATTLE, WA 98125

Signing Officer

Name
Kim Willis
Title
President
Phone
4257876100
Signed
2016-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Willis
Formed
2007
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
5
Employees
9
Volunteers
0

Preparer

Firm
Peter Schilz & Co
Address
11808 NORTHUP WAY SUITE 240, BELLEVUE, WA 98005-1922
Preparer
Peter Schilz
Phone
4258271592
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The fasb asc 740-10, income taxes, establishes a minimum threshold for financial statement recognition of the benefit of positions taken. As of and during the year ended september 30, 2015, the organization did not have a liability for any uncertain tax positions.”

Raw XML AppendixShowing 400 of 470 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/Form990PartVIISectionAGrp/TitleTxt4BOARD OF DIRECTOR
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IRS990/ProgramServiceRevenueGrp/BusinessCd1525990
IRS990/ProgramServiceRevenueGrp/Desc0SEVICING INCOME
IRS990/ProgramServiceRevenueGrp/Desc1FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0751358
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1608674
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0751358
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1608674
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0315
IRS990/PYOtherExpensesAmt0392643
IRS990/PYOtherRevenueAmt021593
IRS990/PYProgramServiceRevenueAmt01194742
IRS990/PYRevenuesLessExpensesAmt015486
IRS990/PYSalariesCompEmpBnftPaidAmt0808521
IRS990/PYTotalExpensesAmt01201164
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01216650
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0111092
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01372417
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0193035
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0304127
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0340
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0315
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0165
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0206
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0346
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01367417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01216335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01278923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01212610
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0913885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05989170
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0340
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0315
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0165
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0206
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01372
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt05989170
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01367417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01216335
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01278923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01212610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0913885
IRS990ScheduleA/Total509Grp/TotalAmt05989170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01367757
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01216650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01279088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01212816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0914231
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05990542
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01261325
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03735
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07675
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011410
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01372417
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FASB ASC 740-10, INCOME TAXES, ESTABLISHES A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFIT OF POSITIONS TAKEN. AS OF AND DURING THE YEAR ENDED SEPTEMBER 30, 2015, THE ORGANIZATION DID NOT HAVE A LIABILITY FOR ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03735
IRS990ScheduleD/TotalExpensesPerForm990Amt01261325
IRS990ScheduleD/TotalRevenuePerForm990Amt01372417
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01372417
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01261325
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0197261
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1169142
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
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/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KIM WILLIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARK WILLIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1KEY EMPLOYEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0197261
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1169142
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBER AND PRESIDENT OF THE ORGANIZATION IS MARRIED TO A KEY EMPLOYEE OF THE ORGANIZATION. THE ACCOUNTANT FOR THE ORGANIZATION IS THE SON OF THE BOARD MEMBER AND THE PRESIDENT OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SMALL BUSINESS ADMINISTRATION MANDATED THE ORGANIZATION TO UPDATE THE BYLAWS AND INCLUDE SPECIFIC REQUIREMENTS. THE BYLAWS WERE CHANGED AND APPROVED IN APRIL 2015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES A COPY OF THIS FORM TO ALL GOVERNING BODY MEMBERS TO REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ON ANNUAL BASIS THE ORGANIZATION REQUIRES THE COMPLETION OF A CONFLICT OF INTEREST DISCLOSURE STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD APPROVES SALARY INCREASES AFTER REVIEWING SALARY COMPARABILITY DATA AND RELATED DOCUMENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01064249

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,305,453
Liabilities
$1,001,326
Net assets
$304,127
Revenue
$1,372,417
Expenses
$1,261,325
Net income
$111,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$1.06$0.74$1.72$1.91$0.19
2023Summary only. Only limited summary data is available for this year.$1.89$0.96$0.93$1.75$1.98$0.23
2022Summary only. Only limited summary data is available for this year.$1.78$0.62$1.16$1.69$1.68$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.64$1.14$1.89$1.59$0.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$1.14$0.84$1.80$1.54$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$1.19$0.57$1.64$1.52$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.90$0.45$1.42$1.37$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.59$0.40$1.40$1.37$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.83$0.37$1.37$1.30$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.31$1.00$0.30$1.37$1.26$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.87$0.19$1.22$1.20$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.70$0.18$1.18
2012Summary only. Only limited summary data is available for this year.$0.82$0.74$0.08$1.23$1.07$0.16
2011Summary only. Only limited summary data is available for this year.$0.53$0.61$0.08$0.91$0.90$0.02