Civic Intelligence

Wallin Education Partners

990 • Fiscal year 2015 • EIN 20-8505156

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 16, 2016

Organization Profilewww.wallinPARTNERS.org
5200 Willson RoadMinneapolis, MN 55424

(952) 345-1920

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.69x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

1.60x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

61st percentile

6.4%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

57th percentile

$133,973

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

52nd percentile

1.1%

Faster asset growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-1.2%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$7,193,562

Up $75,892 (+1.1%) from 2014

Net Assets

Up

$2,260,551

Up $182,208 (+8.8%) from 2014

Liabilities

Down

$4,933,011

Down $106,316 (-2.1%) from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin61st percentile

Revenue

Down

$3,081,737

Down $38,615 (-1.2%) from 2014

Expenses

Down

$2,883,702

Down $118,005 (-3.9%) from 2014

Net Income

Up

$198,035

Up $79,390 (+67%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$40M$30M$20M$10M$0Assets 2011: $7,912,763Liabilities 2011: $5,631,5632011Assets 2012: $7,253,817Liabilities 2012: $5,316,3422012Assets 2013: $7,006,537Liabilities 2013: $5,050,2372013Assets 2014: $7,117,670Liabilities 2014: $5,039,327Net Assets 2014: $2,078,3432014Assets 2015: $7,193,562Liabilities 2015: $4,933,011Net Assets 2015: $2,260,5512015Assets 2016: $7,502,008Liabilities 2016: $5,243,619Net Assets 2016: $2,258,3892016Assets 2017: $10,196,671Liabilities 2017: $6,480,461Net Assets 2017: $3,716,2102017Assets 2018: $15,317,800Liabilities 2018: $8,437,424Net Assets 2018: $6,880,3762018Assets 2019: $20,780,291Liabilities 2019: $11,083,747Net Assets 2019: $9,696,5442019Assets 2020: $20,834,343Liabilities 2020: $222,461Net Assets 2020: $20,611,8822020Assets 2021: $22,311,756Liabilities 2021: $297,167Net Assets 2021: $22,014,5892021Assets 2022: $25,848,040Liabilities 2022: $668,432Net Assets 2022: $25,179,6082022Assets 2023: $31,310,318Liabilities 2023: $622,900Net Assets 2023: $30,687,4182023Assets 2024: $35,674,711Liabilities 2024: $660,840Net Assets 2024: $35,013,8712024Assets 2025: $35,104,167Liabilities 2025: $666,135Net Assets 2025: $34,438,0322025

Highlighted filing

2015

Assets$7,193,562
Liabilities$4,933,011
Net Assets$2,260,551
Open 2015 Filing

Operations Trend

Revenue Growth35th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,268,649Expenses 2011: $2,922,687Net Income 2011: $345,9622011Revenue 2012: $2,582,583Expenses 2012: $2,976,249Net Income 2012: -$393,6662012Revenue 2013: $2,722,173Expenses 2013: $2,687,900Net Income 2013: $34,2732013Revenue 2014: $3,120,352Expenses 2014: $3,001,707Net Income 2014: $118,6452014Revenue 2015: $3,081,737Expenses 2015: $2,883,702Net Income 2015: $198,0352015Revenue 2016: $3,234,146Expenses 2016: $3,248,835Net Income 2016: -$14,6892016Revenue 2017: $5,794,229Expenses 2017: $4,313,050Net Income 2017: $1,481,1792017Revenue 2018: $8,901,599Expenses 2018: $5,679,612Net Income 2018: $3,221,9872018Revenue 2019: $10,343,489Expenses 2019: $7,567,851Net Income 2019: $2,775,6382019Revenue 2020: $7,517,198Expenses 2020: $5,855,731Net Income 2020: $1,661,4672020Revenue 2021: $8,356,651Expenses 2021: $6,916,492Net Income 2021: $1,440,1592021Revenue 2022: $10,926,258Expenses 2022: $7,693,812Net Income 2022: $3,232,4462022Revenue 2023: $14,253,937Expenses 2023: $8,954,082Net Income 2023: $5,299,8552023Revenue 2024: $14,426,683Expenses 2024: $10,169,203Net Income 2024: $4,257,4802024Revenue 2025: $9,940,243Expenses 2025: $10,744,526Net Income 2025: -$804,2832025

Highlighted filing

2015

Revenue$3,081,737
Expenses$2,883,702
Net Income$198,035
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 16, 2016
Return Version
2014v6.0
Gross Receipts
$3,982,580
Mission and Program Overview

Mission

To ensure college and career success for high-potential students from low-income backgrounds, and through our efforts help build diverse, equitable, and vibrant communities. We do this through a comprehensive model of financial aid and holistic support, and collaboration with our business, education, community, and philanthropic partners.

The mission is to enable college and career success for high-potential Minnesota students with financial need through scholarships, comprehensive advising support and through data-informed collaboration with our educational, business, and philanthropic partners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$4,866,277$4,188,018▼ $678,259
Savings and Temporary Cash Investments$2,192,764$2,981,682▲ $788,918
Prepaid Expenses and Deferred Charges$13,038$13,140▲ $102
Cash and Non-Interest-Bearing Accounts$39,166$6,774▼ $32,392
Accounts Receivable$6,425$3,948▼ $2,477
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$7,117,670$7,193,562▲ $75,892
Other Assets Total-$0-
Liabilities
Grants Payable$4,974,191$4,896,313▼ $77,878
Accounts Payable and Accrued Expenses$65,136$36,698▼ $28,438
Total Liabilities$5,039,327$4,933,011▼ $106,316
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,034,272$2,070,973▲ $36,701
Unrestricted Net Assets$44,071$189,578▲ $145,507
Total Net Assets Fund Balance$2,078,343$2,260,551▲ $182,208
Total Liabilities and Net Assets / Fund Balance$7,117,670$7,193,562▲ $75,892
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan Basil KingExecutive DirectorPT$133,973$133,973
Andrew AndersonFinance DirectorPT$54,620$54,620

Board Members and Trustees

NameTitle
Tom HolmanChair
Bradford W WallinVice-Chair
Brian RosenbergDirector
Joan CornwellDirector
Maxine H WallinDirector
Sandra VargasDirector
Stephen R Lewis JrDirector
Taige ThorntonDirector
Verna PriceDirector
Charles M Denny JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,055,784
Program Service Revenue
$0
Investment Income
$25,953
Other Revenue
$0
All Other Contributions
$3,055,784
Change in Net Assets
$198,035

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$496,513Comparable Sales
Total Noncash Contributions2$496,513-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,081,737
Revenue Not Reported on Form 990
$-15,827
Total Revenue per Audited Statements
$3,065,910
Total Revenue per Form 990
$3,081,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,850,101
Salaries, Compensation, and Employee Benefits$780,210
Other Expenses$253,391
Total Fundraising Expense$101,162
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,850,101--$1,850,101
Other Salaries and Wages$454,180$83,796$22,290$560,266
Current Officers, Directors, Trustees, and Key Employees$80,384$13,397$40,192$133,973
Office Expenses$82,543$15,008$9,648$107,199
Payroll Taxes$40,603$7,382$4,746$52,731
Advertising$34,898$6,345$4,079$45,322
Fees for Services Other$18,250$16,094-$34,344
Other Employee Benefits$13,732$2,497$1,605$17,834
Pension Plan Contributions$11,863$2,157$1,386$15,406
Travel$8,227$1,496$961$10,684
Insurance$7,692$1,399$899$9,990
Conferences and Meetings$2,114$384$247$2,745
Other Expenses$1,057$192$124$1,373
Total Functional Expenses$2,628,277$154,263$101,162$2,883,702

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,883,702
Total Expenses per Audited Statements$2,883,702
Total Expenses per Form 990$2,883,702
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of MN-Twin CitiesMinneapolis, MN--$950,101
Gustavus Adolphus CollegeSt Peter, MN--$80,000
University of St ThomasSt Paul, MN--$76,000
University of WI-MadisonMadison, WI--$64,000
College of Saint BenedictSt Joseph, MN--$48,000
Hamline UniversitySt Paul, MN--$48,000
Macalester CollegeSt Paul, MN--$48,000
St Olaf CollegeNorthfield, MN--$48,000
University of MN-DuluthDuluth, MN--$48,000
University of MN-MorrisMorris, MN--$48,000
University of WI-Eau ClaireEau Claire, WI--$48,000
Augsburg CollegeMinneapolis, MN--$40,000
Carleton CollegeNorthfield, MN--$32,000
University of MN-St CloudSt Cloud, MN--$32,000
University of WI-StoutMenomonie, WI--$32,000
Bethel UniversitySt Paul, MN--$16,000
College of St Scholastica -Duluth, MN--$16,000
Concordia CollegeMoorhead, MN--$16,000
Cornell CollegeMt Vernon, IA--$16,000
Iowa State UniversityAmes, IA--$16,000
Marquette UniversityMilwaukee, WI--$16,000
North Dakota State UniversityFargo, ND--$16,000
St Catherine UniversitySt Paul, MN--$16,000
St Johns UniversityCollegeville, MN--$16,000
University of WI-River FallsRiver Falls, WI--$16,000
University of WI-Stevens PtStevens Point, WI--$16,000
University of WI-SuperiorSuperior, WI--$16,000
Wartburg CollegeWaverly, IA--$16,000
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
Susan HeegaardFormer BoardConsultingNo$8,500

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Maxine Wallin and Bradford Wallin are mother and son.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Comparable compensation packages were reviewed by the board for the new ED hire at the beginning of FY 2012. New ED compensation was based on previous ED's compensation. Review of Minn. Council on Non-profits pay statstics was done regarding other employee compensation in FY 2011. . No such evaluation was done in FY2012-15 but % raises were given in FY2014-15 to base salaries established previously.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request.”

Filing and Contact Details

Filer

Filer Name
Wallin Education Partners
EIN
20-8505156
Phone
9523451920
Address
5200 WILLSON ROAD, MINNEAPOLIS, MN 55424

Signing Officer

Name
Susan Basil-King
Title
Executive Director
Signed
2016-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Basil-King
Formed
2006
Legal Domicile
Mn
Voting Board Members
10
Independent Board Members
10
Employees
15
Volunteers
25

Preparer

Firm
Carpenter Evert & Associates
Address
7760 France Ave S 940, Bloomington, MN 55435
Preparer
J Donovan Carpenter
Phone
9528310085
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization has a tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and has adopted Accounting for Uncertainty in Income Taxes, ASC 740-10. The Organizations policy is to evaluate uncertain tax positions, at least annually, for the potential for income tax exposure from unrelated business income or from loss of nonprofit status. The Organization continues to operate consistent with its original exemption application and each year takes the necessary actions to maintain its exempt status. It has been classified as an organization that is not a private foundation under the Internal Revenue Code and charitable contributions by donors are tax deductible. In compliance with its exempt status, the Organization annually files a Return of Organization Exempt From Income Tax (Form 990). The returns for the years ending June 30, 2011 and later remain subject to examination by the Internal Revenue Service.”

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IRS990/Desc0Awarded 133 new scholarships to students graduating from public high schools in Minneapolis, St. Paul and selected suburban school districts. Received 454 applications from students for the new scholarships that were ultimately awarded. Made 985 individual scholarship payments during the fiscal year. Provided academic advising and persistance services to over 650 students.
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IRS990/Form990PartVIISectionAGrp/PersonNm2BRIAN ROSENBERG
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10133973
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1154620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt11Finance Director
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IRS990/Form990TFiledInd0false
IRS990/FormationYr02006
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-4780
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsPayableGrp/BOYAmt04974191
IRS990/GrantsPayableGrp/EOYAmt04896313
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01850101
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01850101
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0896063
IRS990/GrossReceiptsAmt03982580
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0899
IRS990/InsuranceGrp/ManagementAndGeneralAmt01399
IRS990/InsuranceGrp/ProgramServicesAmt07692
IRS990/InsuranceGrp/TotalAmt09990
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt030733
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030733
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0900843
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission is to enable college and career success for high-potential Minnesota students with financial need through scholarships, comprehensive advising support and through data-informed collaboration with our educational, business, and philanthropic partners.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02078343
IRS990/NetAssetsOrFundBalancesEOYAmt02260551
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-4780
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4780
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-15827
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0496513
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt09648
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015008
IRS990/OfficeExpensesGrp/ProgramServicesAmt082543
IRS990/OfficeExpensesGrp/TotalAmt0107199
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01605
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02497
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013732
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017834
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc1Fundraising expense
IRS990/OtherExpensesGrp/Desc2Donor Relations
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt01741
IRS990/OtherExpensesGrp/FundraisingAmt112337
IRS990/OtherExpensesGrp/FundraisingAmt2907
IRS990/OtherExpensesGrp/FundraisingAmt3124
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02704
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11412
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2192
IRS990/OtherExpensesGrp/ProgramServicesAmt014869
IRS990/OtherExpensesGrp/ProgramServicesAmt17764
IRS990/OtherExpensesGrp/ProgramServicesAmt21057
IRS990/OtherExpensesGrp/TotalAmt019314
IRS990/OtherExpensesGrp/TotalAmt112337
IRS990/OtherExpensesGrp/TotalAmt210083
IRS990/OtherExpensesGrp/TotalAmt31373
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022290
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt083796
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0454180
IRS990/OtherSalariesAndWagesGrp/TotalAmt0560266
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04746
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07382
IRS990/PayrollTaxesGrp/ProgramServicesAmt040603
IRS990/PayrollTaxesGrp/TotalAmt052731
IRS990/PensionPlanContributionsGrp/FundraisingAmt01386
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02157
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011863
IRS990/PensionPlanContributionsGrp/TotalAmt015406
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04866277
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04188018
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013038
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013140
IRS990/PrincipalOfficerNm0Susan Basil-King
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03086553
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02003232
IRS990/PYInvestmentIncomeAmt033799
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0236623
IRS990/PYRevenuesLessExpensesAmt0118645
IRS990/PYSalariesCompEmpBnftPaidAmt0761852
IRS990/PYTotalExpensesAmt03001707
IRS990/PYTotalRevenueAmt03120352
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0198035
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02192764
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02981682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03055784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03086553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02664390
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02618391
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03258961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014684079
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030733
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt033799
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt057783
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-35808
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09688
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt096195
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39770
IRS990ScheduleA/PublicSupportPY170Pct00.38180
IRS990ScheduleA/PublicSupportTotal170Amt05877968
IRS990ScheduleA/SubstantialContributorsTotAmt08806111
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03055784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03086553
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02664390
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02618391
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03258961
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014684079
IRS990ScheduleA/TotalSupportAmt014780274
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExpensesSubtotalAmt02883702
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-15827
IRS990ScheduleD/RevenueNotReportedAmt0-15827
IRS990ScheduleD/RevenueSubtotalAmt03081737
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has a tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and has adopted Accounting for Uncertainty in Income Taxes, ASC 740-10. The Organizations policy is to evaluate uncertain tax positions, at least annually, for the potential for income tax exposure from unrelated business income or from loss of nonprofit status. The Organization continues to operate consistent with its original exemption application and each year takes the necessary actions to maintain its exempt status. It has been classified as an organization that is not a private foundation under the Internal Revenue Code and charitable contributions by donors are tax deductible. In compliance with its exempt status, the Organization annually files a Return of Organization Exempt From Income Tax (Form 990). The returns for the years ending June 30, 2011 and later remain subject to examination by the Internal Revenue Service.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$7,193,562
Liabilities
$4,933,011
Net assets
$2,260,551
Revenue
$3,081,737
Expenses
$2,883,702
Net income
$198,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$35.1$0.67$34.4$9.94$10.7$0.80
2024Detailed filing. Detailed filing data is available for this year.$35.7$0.66$35.0$14.4$10.2$4.26
2023Detailed filing. Detailed filing data is available for this year.$31.3$0.62$30.7$14.3$8.95$5.30
2022Detailed filing. Detailed filing data is available for this year.$25.8$0.67$25.2$10.9$7.69$3.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$0.30$22.0$8.36$6.92$1.44
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.22$20.6$7.52$5.86$1.66
2019Detailed filing. Detailed filing data is available for this year.$20.8$11.1$9.70$10.3$7.57$2.78
2018Detailed filing. Detailed filing data is available for this year.$15.3$8.44$6.88$8.90$5.68$3.22
2017Detailed filing. Detailed filing data is available for this year.$10.2$6.48$3.72$5.79$4.31$1.48
2016Detailed filing. Detailed filing data is available for this year.$7.50$5.24$2.26$3.23$3.25$0.01
2015Detailed filing. Detailed filing data is available for this year.$7.19$4.93$2.26$3.08$2.88$0.20
2014Detailed filing. Detailed filing data is available for this year.$7.12$5.04$2.08$3.12$3.00$0.12
2013Summary only. Only limited summary data is available for this year.$7.01$5.05$2.72$2.69$0.03
2012Summary only. Only limited summary data is available for this year.$7.25$5.32$2.58$2.98$0.39
2011Summary only. Only limited summary data is available for this year.$7.91$5.63$3.27$2.92$0.35