Civic Intelligence

Ocean Alliance Inc.

990 • Fiscal year 2015 • EIN 22-2573677

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

32 Horton StreetGloucester, MA 01930

(978) 281-2815

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.12x

Higher debt load relative to assets than 53% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.68x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

85th percentile

29%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

66th percentile

$92,951

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

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

Asset Growth

64th percentile

5.1%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

92nd percentile

76%

Faster revenue growth than 92% of similar nonprofits.

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

Assets

Up

$4,252,296

Up $207,466 (+5.1%) from 2014

Net Assets

Up

$3,727,535

Up $225,205 (+6.4%) from 2014

Liabilities

Down

$524,761

Down $17,739 (-3.3%) from 2014

Revenue

Up

$766,652

Up $330,572 (+76%) from 2014

Expenses

Down

$541,447

Down $293,604 (-35%) from 2014

Net Income

Up

$225,205

Up $624,176 (+156%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,582,825Liabilities 2010: $397,015Net Assets 2010: $3,185,8102010Assets 2011: $4,406,919Liabilities 2011: $397,019Net Assets 2011: $4,009,9002011Assets 2012: $4,562,265Liabilities 2012: $534,082Net Assets 2012: $4,028,1832012Assets 2013: $4,648,157Liabilities 2013: $746,856Net Assets 2013: $3,901,3012013Assets 2014: $4,044,830Liabilities 2014: $542,500Net Assets 2014: $3,502,3302014Assets 2015: $4,252,296Liabilities 2015: $524,761Net Assets 2015: $3,727,5352015Assets 2016: $4,124,318Liabilities 2016: $383,887Net Assets 2016: $3,740,4312016Assets 2017: $4,142,949Liabilities 2017: $454,248Net Assets 2017: $3,688,7012017Assets 2018: $4,237,079Liabilities 2018: $260,848Net Assets 2018: $3,976,2312018Assets 2019: $4,248,019Liabilities 2019: $189,385Net Assets 2019: $4,058,6342019Assets 2020: $4,776,657Liabilities 2020: $416,929Net Assets 2020: $4,359,7282020Assets 2021: $4,935,828Liabilities 2021: $419,368Net Assets 2021: $4,516,4602021Assets 2022: $5,150,395Liabilities 2022: $303,552Net Assets 2022: $4,846,8432022Assets 2023: $6,012,509Liabilities 2023: $228,983Net Assets 2023: $5,783,5262023Assets 2024: $5,846,453Liabilities 2024: $211,413Net Assets 2024: $5,635,0402024

Highlighted filing

2015

Assets$4,252,296
Liabilities$524,761
Net Assets$3,727,535

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $642,3562010Expenses 2011: $857,0242011Revenue 2012: $708,779Expenses 2012: $690,496Net Income 2012: $18,2832012Revenue 2013: $932,126Expenses 2013: $1,059,008Net Income 2013: -$126,8822013Revenue 2014: $436,080Expenses 2014: $835,051Net Income 2014: -$398,9712014Revenue 2015: $766,652Expenses 2015: $541,447Net Income 2015: $225,2052015Revenue 2016: $658,329Expenses 2016: $645,433Net Income 2016: $12,8962016Revenue 2017: $917,497Expenses 2017: $765,223Net Income 2017: $152,2742017Revenue 2018: $966,051Expenses 2018: $678,521Net Income 2018: $287,5302018Revenue 2019: $815,038Expenses 2019: $732,635Net Income 2019: $82,4032019Revenue 2020: $1,014,279Expenses 2020: $713,185Net Income 2020: $301,0942020Revenue 2021: $976,576Expenses 2021: $819,918Net Income 2021: $156,6582021Revenue 2022: $1,175,965Expenses 2022: $845,785Net Income 2022: $330,1802022Revenue 2023: $1,609,251Expenses 2023: $874,059Net Income 2023: $735,1922023Revenue 2024: $922,728Expenses 2024: $1,034,813Net Income 2024: -$112,0852024

Highlighted filing

2015

Revenue$766,652
Expenses$541,447
Net Income$225,205
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$766,652
Mission and Program Overview

Mission

Scientific Research on marine mammals and education

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,863,749$3,967,751▲ $104,002
Pledges and Grants Receivable-$200,000-
Cash and Non-Interest-Bearing Accounts$172,930$74,439▼ $98,491
Loans From Officers Directors$29,039$33,789▲ $4,750
Prepaid Expenses and Deferred Charges$6,826$8,571▲ $1,745
Inventories for Sale or Use$1,075$1,075→ $0
Total Assets$4,044,830$4,252,296▲ $207,466
Other Assets Total$250$460▲ $210
Liabilities
Accounts Payable and Accrued Expenses$291,798$301,215▲ $9,417
Mortgage Notes Payable Secured by Investment Property$221,663$189,757▼ $31,906
Total Liabilities$542,500$524,761▼ $17,739
Net Assets / Fund Balance
Unrestricted Net Assets$3,501,987$3,702,390▲ $200,403
Temporarily Rstr Net Assets$343$25,145▲ $24,802
Total Net Assets Fund Balance$3,502,330$3,727,535▲ $225,205
Total Liabilities and Net Assets / Fund Balance$4,044,830$4,252,296▲ $207,466

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,387,879$20,581$3,408,460
Other Land Buildings$541,961$1,244,821$1,786,782
Equipment$37,911$363,573$401,484
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Iain KerrCEOFT$73,500$19,451$92,951
Roger PaynePresidentFT$13,125-$13,125

Board Members and Trustees

NameTitle
Jeffrey KunzChairman/Secretary
Andrew MorseDirector
Andy DisabatinoDirector
Muffy DisabatinoDirector
Thomas HortonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$753,434
Program Service Revenue
$13,218
Investment Income
$0
Other Revenue
$0
All Other Contributions
$562,016
Change in Net Assets
$225,205

Audited Revenue Reconciliation

Revenue per Audited Statements
$766,652
Total Revenue per Audited Statements
$766,652
Total Revenue per Form 990
$766,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$364,504
Salaries, Compensation, and Employee Benefits$176,943
Total Fundraising Expense$21,868
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$113,150$2,207$0$115,357
Current Officers, Directors, Trustees, and Key Employees$56,853$2,959$5,917$65,729
Other Salaries and Wages$47,491$10,932$6,178$64,601
All Other Expenses$32,517$15,122$390$48,029
Fees for Services Other$36,698$1,505$610$38,813
Other Employee Benefits$27,414$2,904$2,474$32,792
Insurance$21,976$6,538$303$28,817
Travel$21,147$1,406$4,538$27,091
Fees for Services Management$0$16,501$0$16,501
Other Expenses$13,992$225$225$14,442
Interest$2,586$11,640$0$14,226
Payroll Taxes$8,956$3,827$1,038$13,821
Fees for Services Accounting$0$5,915$0$5,915
Office Expenses$184$1,499$56$1,739
Total Functional Expenses$436,209$83,370$21,868$541,447

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$541,447
Total Expenses per Audited Statements$541,447
Total Expenses per Form 990$541,447
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$29,039$33,789▲ $4,750
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
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
Filing and Contact Details

Filer

Filer Name
Ocean Alliance Inc
EIN
22-2573677
Phone
9782812815
Address
32 Horton Street, Gloucester, MA 01930

Signing Officer

Name
Iain Kerr
Title
CEO
Phone
9782812815
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Iain Kerr
Formed
1971
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
6
Volunteers
12

Preparer

Firm
Fritz Deguglielmo LLC
Address
8 ESSEX STREET, NEWBURYPORT, MA 01950
Preparer
Daniel E Schaffner CPA
Phone
9784622161
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

2 Board members are married to each other.

Pt VI, Line 11B

The 990 is provided to the organization's management and board members for review before filing. If any items are noted for correction, they are made prior to filing.

Pt VI, Line 19

Financial statements and conflict of interest policy are on the website. Governing instruments available upon request.

Pt VI, Line 12C

Board members and employees are required to review the conflict of interest policy periodically and to disclose any potential conflicts of interest that may arise.

Pt VI, Line 15A

Board of Director members, who do not have a conflict of interest, review and approve the compensation of officers, directors, CEO, executive director and key employees of the Organization. The review and approval process includes review of comparability data and contemporaneous documentation of the deliberations and decisions regarding the compensation arrangement.

Pt VI, Line 15B

Board of Director members, who do not have a conflict of interest, review and approve the compensation of officers, directors, CEO, executive director and key employees of the Organization. The review and approval process includes review of comparability data and contemporaneous documentation of the deliberations and decisions regarding the compensation arrangement.

Form 990EZ, Part II, Line 24

Accounts receivable - net prepaids

Form 990EZ, Part II, Line 26

Accounts payable & accrued expenses loans from officers & others accrued taxes accrued wages accrued interest

Form 990, Part III, Line 4D

Other research programs and data analysis designed 64518. 0. 0.

Form 990, Part IX, Line 24F

Utilities 4348. 3974. 187. 187. Miscellaneous 3505. 798. 2541. 166. Printing 765. 0. 765. 0. Website maintenance 4673. 639. 4034. 0. Postage and shipping 1985. 502. 1483. 0. Storage 1764. 1764. 0. 0. Bank charges 1585. 105. 1480. 0. Fundraising and events 37. 0. 0. 37. Research 14375. 14375. 0. 0. Program supplies 13992. 9360. 4632. 0. Moving expense 1000. 1000. 0. 0.

Financial Statement Notes

Pt X, Line 2

The Organization has adopted the application of the provisions of FASB ASC 740-10 (formerly FASB Interpretation No. 48, "Accounting For Uncertainty in Income Taxes"). The primary tax positions made by the Organization are the existence/non-existence of Unrelated Business Income Tax and the Organization's status as an exempt organization under Section 501(c)(3) of the Internal Revenue Code. The Organization currently evaluates all tax positions, and makes determinations regarding the likelihood of those positions being upheld under review. For the years presented, and as a result of adoption, the Organization has not recognized any tax benefits or loss contingencies for uncertain tax positions based on its evaluations. The Organization's Forms 990, Return of Organization Exempt from Income Tax, for the years ending June 30, 2015, 2014, 2013 and 2012 are subject to examination by the IRS. Returns are generally subject to examination for three years after they are filed.

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IRS990/OtherExpensesGrp/ProgramServicesAmt010822
IRS990/OtherExpensesGrp/ProgramServicesAmt118366
IRS990/OtherExpensesGrp/ProgramServicesAmt224057
IRS990/OtherExpensesGrp/ProgramServicesAmt313992
IRS990/OtherExpensesGrp/TotalAmt011151
IRS990/OtherExpensesGrp/TotalAmt118366
IRS990/OtherExpensesGrp/TotalAmt224057
IRS990/OtherExpensesGrp/TotalAmt314442
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06178
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010932
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt047491
IRS990/OtherSalariesAndWagesGrp/TotalAmt064601
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01038
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03827
IRS990/PayrollTaxesGrp/ProgramServicesAmt08956
IRS990/PayrollTaxesGrp/TotalAmt013821
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0200000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06826
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08571
IRS990/PrincipalOfficerNm0IAIN KERR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0Research & education fees
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013218
IRS990/ProgSrvcAccomActy2Grp/Desc0THE RIGHT WHALE RESEARCH PROGRAM HAS ACCUMULATED OVER FORTY YEARS OF DATA ON OVER 1,300 IDENTIFIED RIGHT WHALES FOR USE IN RESEARCH.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt016849
IRS990/ProgSrvcAccomActy3Grp/Desc0OCEAN ENCOUNTERS EDUCATION PROGRAMS EDUCATE THE PUBLIC ABOUT WHALES AND THE OCEAN ENVIRONMENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0170878
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other research programs and data analysis designed gather and analyze data on the world's oceans and their gather and analyze data on the world's oceans and their
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt064518
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0784440
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt025000
IRS990/PYInvestmentIncomeAmt0-397561
IRS990/PYOtherExpensesAmt0560409
IRS990/PYProgramServiceRevenueAmt049201
IRS990/PYRevenuesLessExpensesAmt0-398971
IRS990/PYSalariesCompEmpBnftPaidAmt0249642
IRS990/PYTotalExpensesAmt0835051
IRS990/PYTotalRevenueAmt0436080
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0225205
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt09091
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Sale of Items 2010: 7214. 2011: 555. 2012: 427. 2013: 0. 2014: 0. Description: Other Income 2010: 147946. 2011: 62409. 2012: 110606. 2013: 49201. 2014: 13218.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0753434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0784440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0821408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0646797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01611367
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04617446
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0383380
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt013218
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt049201
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0111033
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt062964
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0155160
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0391576
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56880
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.61270
IRS990ScheduleA/PublicSupportTotal170Amt02849255
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt01768191
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0753434
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0784440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0821408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0646797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01611367
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04617446
IRS990ScheduleA/TotalSupportAmt05009033
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/BuildingsGrp/BookValueAmt03387879
IRS990ScheduleD/BuildingsGrp/DepreciationAmt020581
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03408460
IRS990ScheduleD/EquipmentGrp/BookValueAmt037911
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0363573
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0401484
IRS990ScheduleD/ExpensesSubtotalAmt0541447
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0541961
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01244821
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01786782
IRS990ScheduleD/RevenueSubtotalAmt0766652
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has adopted the application of the provisions of FASB ASC 740-10 (formerly FASB Interpretation No. 48, "Accounting For Uncertainty in Income Taxes"). The primary tax positions made by the Organization are the existence/non-existence of Unrelated Business Income Tax and the Organization's status as an exempt organization under Section 501(c)(3) of the Internal Revenue Code. The Organization currently evaluates all tax positions, and makes determinations regarding the likelihood of those positions being upheld under review. For the years presented, and as a result of adoption, the Organization has not recognized any tax benefits or loss contingencies for uncertain tax positions based on its evaluations. The Organization's Forms 990, Return of Organization Exempt from Income Tax, for the years ending June 30, 2015, 2014, 2013 and 2012 are subject to examination by the IRS. Returns are generally subject to examination for three years after they are filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03967751
IRS990ScheduleD/TotalExpensesPerForm990Amt0541447
IRS990ScheduleD/TotalRevenuePerForm990Amt0766652
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0766652
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0541447
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt017628
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt112911
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt23250
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Operations
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1Operations
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2Operations
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt017628
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt112911
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt28000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0J KUNZ
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1R PAYNE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2I KERR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Board Member
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1Board Member
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2Board Member
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd2false
IRS990ScheduleL/TotalBalanceDueAmt033789
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt02 Board members are married to each other.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 is provided to the organization's management and board members for review before filing. If any items are noted for correction, they are made prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Financial statements and conflict of interest policy are on the website. Governing instruments available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board members and employees are required to review the conflict of interest policy periodically and to disclose any potential conflicts of interest that may arise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board of Director members, who do not have a conflict of interest, review and approve the compensation of officers, directors, CEO, executive director and key employees of the Organization. The review and approval process includes review of comparability data and contemporaneous documentation of the deliberations and decisions regarding the compensation arrangement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Board of Director members, who do not have a conflict of interest, review and approve the compensation of officers, directors, CEO, executive director and key employees of the Organization. The review and approval process includes review of comparability data and contemporaneous documentation of the deliberations and decisions regarding the compensation arrangement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACCOUNTS RECEIVABLE - NET PREPAIDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACCOUNTS PAYABLE & ACCRUED EXPENSES LOANS FROM OFFICERS & OTHERS ACCRUED TAXES ACCRUED WAGES ACCRUED INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER RESEARCH PROGRAMS AND DATA ANALYSIS DESIGNED 64518. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9UTILITIES 4348. 3974. 187. 187. MISCELLANEOUS 3505. 798. 2541. 166. PRINTING 765. 0. 765. 0. WEBSITE MAINTENANCE 4673. 639. 4034. 0. POSTAGE AND SHIPPING 1985. 502. 1483. 0. STORAGE 1764. 1764. 0. 0. BANK CHARGES 1585. 105. 1480. 0. FUNDRAISING AND EVENTS 37. 0. 0. 37. RESEARCH 14375. 14375. 0. 0. PROGRAM SUPPLIES 13992. 9360. 4632. 0. MOVING EXPENSE 1000. 1000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$0.21$5.64$0.92$1.03$0.11
2023Summary only. Only limited summary data is available for this year.$6.01$0.23$5.78$1.61$0.87$0.74
2022Summary only. Only limited summary data is available for this year.$5.15$0.30$4.85$1.18$0.85$0.33
2021Summary only. Only limited summary data is available for this year.$4.94$0.42$4.52$0.98$0.82$0.16
2020Summary only. Only limited summary data is available for this year.$4.78$0.42$4.36$1.01$0.71$0.30
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.25$0.19$4.06$0.82$0.73$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$0.26$3.98$0.97$0.68$0.29
2017Summary only. Only limited summary data is available for this year.$4.14$0.45$3.69$0.92$0.77$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.38$3.74$0.66$0.65$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.25$0.52$3.73$0.77$0.54$0.23
2014Detailed filing. Detailed filing data is available for this year.$4.04$0.54$3.50$0.44$0.84$0.40
2013Summary only. Only limited summary data is available for this year.$4.65$0.75$3.90$0.93$1.06$0.13
2012Summary only. Only limited summary data is available for this year.$4.56$0.53$4.03$0.71$0.69$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.40$4.01$0.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.40$3.19$0.64