Civic Intelligence

Addison County Community Trust Inc

990 • Fiscal year 2019 • EIN 22-3032009

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 19, 2020

Organization ProfileWWW.ADDISONTRUST.ORG
272 Main StreetVergennes, VT 05491

(802) 877-2626

Siviq Scores

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

Liabilities / Assets

74th percentile

0.52x

Higher debt load relative to assets than 74% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

1.66x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

20th percentile

$94,428

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

56th percentile

5.2%

Faster asset growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

34%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$10,752,612

Up $532,446 (+5.2%) from 2018

Net Assets

Up

$5,116,040

Up $750,109 (+17%) from 2018

Liabilities

Down

$5,636,572

Down $217,663 (-3.7%) from 2018

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin80th percentile

Revenue

Up

$3,395,563

Up $858,254 (+34%) from 2018

Expenses

Up

$2,645,454

Up $532,057 (+25%) from 2018

Net Income

Up

$750,109

Up $326,197 (+77%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $9,352,553Liabilities 2010: $6,365,621Net Assets 2010: $2,986,9322010Assets 2011: $9,650,358Liabilities 2011: $6,821,379Net Assets 2011: $2,828,9792011Assets 2012: $9,826,919Liabilities 2012: $6,899,294Net Assets 2012: $2,927,6252012Assets 2013: $10,559,961Liabilities 2013: $7,291,410Net Assets 2013: $3,268,5512013Assets 2014: $10,369,159Liabilities 2014: $7,384,625Net Assets 2014: $2,984,5342014Assets 2015: $10,128,024Liabilities 2015: $7,048,876Net Assets 2015: $3,079,1482015Assets 2016: $10,228,328Liabilities 2016: $6,597,640Net Assets 2016: $3,630,6882016Assets 2017: $10,323,865Liabilities 2017: $6,381,846Net Assets 2017: $3,942,0192017Assets 2018: $10,220,166Liabilities 2018: $5,854,235Net Assets 2018: $4,365,9312018Assets 2019: $10,752,612Liabilities 2019: $5,636,572Net Assets 2019: $5,116,0402019Assets 2020: $11,822,229Liabilities 2020: $5,283,410Net Assets 2020: $6,538,8192020Assets 2021: $12,458,096Liabilities 2021: $5,062,909Net Assets 2021: $7,395,1872021Assets 2022: $12,665,119Liabilities 2022: $4,921,131Net Assets 2022: $7,743,9882022Assets 2023: $16,638,687Liabilities 2023: $5,218,346Net Assets 2023: $11,420,3412023Assets 2024: $17,190,549Liabilities 2024: $4,854,240Net Assets 2024: $12,336,3092024

Highlighted filing

2019

Assets$10,752,612
Liabilities$5,636,572
Net Assets$5,116,040
Open 2019 Filing

Operations Trend

Revenue Growth86th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,561,4252010Expenses 2011: $1,758,3332011Revenue 2012: $2,092,862Expenses 2012: $1,994,216Net Income 2012: $98,6462012Revenue 2013: $2,739,929Expenses 2013: $2,399,003Net Income 2013: $340,9262013Revenue 2014: $2,487,846Expenses 2014: $2,771,863Net Income 2014: -$284,0172014Revenue 2015: $2,208,182Expenses 2015: $2,113,568Net Income 2015: $94,6142015Revenue 2016: $2,602,124Expenses 2016: $2,050,584Net Income 2016: $551,5402016Revenue 2017: $2,090,529Expenses 2017: $2,296,598Net Income 2017: -$206,0692017Revenue 2018: $2,537,309Expenses 2018: $2,113,397Net Income 2018: $423,9122018Revenue 2019: $3,395,563Expenses 2019: $2,645,454Net Income 2019: $750,1092019Revenue 2020: $3,865,074Expenses 2020: $2,442,295Net Income 2020: $1,422,7792020Revenue 2021: $3,367,951Expenses 2021: $2,511,583Net Income 2021: $856,3682021Revenue 2022: $3,221,130Expenses 2022: $2,872,315Net Income 2022: $348,8152022Revenue 2023: $6,840,267Expenses 2023: $3,163,914Net Income 2023: $3,676,3532023Revenue 2024: $4,752,796Expenses 2024: $3,836,828Net Income 2024: $915,9682024

Highlighted filing

2019

Revenue$3,395,563
Expenses$2,645,454
Net Income$750,109
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 19, 2020
Return Version
2019v5.0
Gross Receipts
$3,395,563
Mission and Program Overview

Mission

Acct strives to enrich the lives of low and moderate income people of addison county by developing, managing and preserving quality, affordable housing and providing supports for families, seniors and individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,416,407$8,241,128▼ $175,279
Investments Program Related$203,269$662,311▲ $459,042
Other Notes and Loans Receivable, Net$494,244$485,173▼ $9,071
Cash and Non-Interest-Bearing Accounts$369,100$462,630▲ $93,530
Savings and Temporary Cash Investments$379,118$434,612▲ $55,494
Pledges and Grants Receivable$123,889$203,867▲ $79,978
Accounts Receivable$162,945$202,580▲ $39,635
Prepaid Expenses and Deferred Charges$62,194$51,311▼ $10,883
Total Assets$10,220,166$10,752,612▲ $532,446
Other Assets Total$9,000$9,000→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,556,689$5,309,241▼ $247,448
Accounts Payable and Accrued Expenses$198,034$209,041▲ $11,007
Escrow Account Liability$77,739$76,730▼ $1,009
Deferred Revenue$21,773$41,560▲ $19,787
Total Liabilities$5,854,235$5,636,572▼ $217,663
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,103,810$4,853,919▲ $750,109
Net Assets With Donor Restrictions$262,121$262,121→ $0
Total Net Assets Fund Balance$4,365,931$5,116,040▲ $750,109
Total Liabilities and Net Assets / Fund Balance$10,220,166$10,752,612▲ $532,446

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,710,968-$5,710,968
Leasehold Improvements$1,656,327$1,955,963$3,612,290
Buildings$806,374$382,298$1,188,672
Equipment$2,923$86,017$88,940
Other Land Buildings$64,536-$64,536
Investment Program Related Org$662,311--
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elise ShanbackerExecutive DiFT$91,678$2,750$94,428

Board Members and Trustees

NameTitle
Jon CrystalPresident
Bruce HatcherDirector
Chris AndersonDirector
John CoburnDirector
John Tenney Term EndedDirector
Keith Grier Term EndedDirector
Monica Sanchez-webbDirector
Ingrid PixleySecretary
Robert CoffeyTreasurer
John BarstowVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$733,674
Program Service Revenue
$2,148,918
Investment Income
$466,654
Other Revenue
$46,317
All Other Contributions
$186,757
Change in Net Assets
$750,109

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,395,563
Total Revenue per Audited Statements
$3,395,563
Total Revenue per Form 990
$3,395,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,409,504
Salaries, Compensation, and Employee Benefits$817,235
Grants and Similar Amounts Paid$418,715
Total Fundraising Expense$21,179
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$655,372$7,628-$663,000
Other Salaries and Wages$421,948$97,433$11,399$530,780
Grants to Domestic Orgs$400,000--$400,000
Depreciation Depletion$208,719$4,536-$213,255
Interest$198,146$3,950-$202,096
Other Employee Benefits$100,599$25,558$271$126,428
Current Officers, Directors, Trustees, and Key Employees$75,542$14,164$4,721$94,427
Office Expenses$71,624$10,527$3,418$85,569
Fees for Services Other$60,964$13,925-$74,889
Fees for Services Legal$53,291$2,747-$56,038
Payroll Taxes$40,575$9,195$1,223$50,993
Insurance$35,075$2,693-$37,768
Conferences and Meetings$22,175$5,546$147$27,868
Grants to Domestic Individuals$18,715--$18,715
Fees for Services Management$15,423$2,174-$17,597
Pension Plan Contributions$11,511$3,096-$14,607
Fees for Services Accounting-$14,500-$14,500
Other Expenses$14,375--$14,375
Advertising$2,028$521-$2,549
Total Functional Expenses$2,406,082$218,193$21,179$2,645,454

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,645,454
Total Expenses per Audited Statements$2,645,454
Total Expenses per Form 990$2,645,454
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vergennes Community HlpVergennes, VT-Affordable Housing$400,000
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
-Board MemberLenderNo$1,093,285
-Board MemberGrantorNo$22,810
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
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, Page 6, Part VI, Line 11B

“The finance committee reviews the 990 prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Forms are collected and reviewed annually at the may meeting.”

Form 990, Page 6, Part VI, Line 15A

“The executive commmittee of the board undertakes a performance evaluation that includes staff and our external partners.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request. Financials are published in the annual report on acct's website.”

Filing and Contact Details

Filer

Filer Name
Addison County Community Trust Inc
EIN
22-3032009
Phone
8028772626
Address
272 MAIN STREET, VERGENNES, VT 05491

Signing Officer

Name
Elise Shanbacker
Title
Executive Director
Phone
8028772626
Signed
2020-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elise Shanbacker
Formed
1989
Legal Domicile
Vt
Voting Board Members
8
Independent Board Members
8
Employees
20
Volunteers
12

Preparer

Firm
Jmm & Associates Pc
Address
336 WATER TOWER CIR STE 801, COLCHESTER, VT 05446
Preparer
Randall L Sargent CPA
Phone
8026555665
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Addison county community trust's escrow liability account reflects funds held temporarily for the payment of property tax and insurance and tenant security deposits. Addison county community trust is acting in the capacity of a third-party on behalf of their tenants.”

Schedule D, Page 3, Part X

“Acct believes that it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements.”

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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/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03767
IRS990/GrossReceiptsAmt03395563
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02693
IRS990/InsuranceGrp/ProgramServicesAmt035075
IRS990/InsuranceGrp/TotalAmt037768
IRS990/InterestGrp/ManagementAndGeneralAmt03950
IRS990/InterestGrp/ProgramServicesAmt0198146
IRS990/InterestGrp/TotalAmt0202096
IRS990/InvestmentIncomeGrp/ExclusionAmt0462887
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0462887
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0203269
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0662311
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02424278
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08416407
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08241128
IRS990/LandBldgEquipCostOrOtherBssAmt010665406
IRS990/LegalDomicileStateCd0VT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ACCT STRIVES TO ENRICH THE LIVES OF LOW AND MODERATE INCOME PEOPLE OF ADDISON COUNTY BY DEVELOPING, MANAGING AND PRESERVING QUALITY, AFFORDABLE HOUSING AND PROVIDING SUPPORTS FOR FAMILIES, SENIORS AND INDIVIDUALS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt05556689
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05309241
IRS990/NetAssetsOrFundBalancesBOYAmt04365931
IRS990/NetAssetsOrFundBalancesEOYAmt05116040
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt03767
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03767
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04103810
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04853919
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07628
IRS990/OccupancyGrp/ProgramServicesAmt0655372
IRS990/OccupancyGrp/TotalAmt0663000
IRS990/OfficeExpensesGrp/FundraisingAmt03418
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010527
IRS990/OfficeExpensesGrp/ProgramServicesAmt071624
IRS990/OfficeExpensesGrp/TotalAmt085569
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09000
IRS990/OtherAssetsTotalGrp/EOYAmt09000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0271
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025558
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0100599
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0126428
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/ProgramServicesAmt014375
IRS990/OtherExpensesGrp/TotalAmt014375
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1531390
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1DEBT FORGIVENESS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt026317
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt120000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026317
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt120000
IRS990/OtherRevenueTotalAmt046317
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011399
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt097433
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0421948
IRS990/OtherSalariesAndWagesGrp/TotalAmt0530780
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0494244
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0485173
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01223
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09195
IRS990/PayrollTaxesGrp/ProgramServicesAmt040575
IRS990/PayrollTaxesGrp/TotalAmt050993
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03096
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011511
IRS990/PensionPlanContributionsGrp/TotalAmt014607
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0123889
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0203867
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt062194
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt051311
IRS990/PrincipalOfficerNm0ELISE SHANBACKER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531190
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531310
IRS990/ProgramServiceRevenueGrp/BusinessCd3531390
IRS990/ProgramServiceRevenueGrp/BusinessCd4531390
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM RELATED RENT INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PARK MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2DEVELOPMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc3APARTMENT MANAGEMENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc4HOMELAND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01357429
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1291798
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2282500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3213191
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt44000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01357429
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1291798
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2282500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3213191
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44000
IRS990/ProgSrvcAccomActy2Grp/Desc0REHAB AND DEVELOPMENT: REHAB AND DEVELOPMENT OF NEW AFFORDABLE HOUSING UNITS TO ALLEVIATE THE COUNTY'S LESS-THAN-ONE-PERCENT VACANCY RATE, INCLUDING MULTIFAMILY APARTMENTS AND SINGLE-FAMILY HOMES. IN 2019, CONSTRUCTION BEGAN ON 24 UNITS OF NEW CONSTRUCTION MULTIFAMILY HOUSING IN VERGENNES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0429258
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0418715
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0282500
IRS990/ProgSrvcAccomActy3Grp/Desc0RESIDENT SERVICES - PROVIDING SASH (SUPPORT AND SERVICES AT HOME) SERVICES FOR ACCT SENIOR HOUSING RESIDENTS AND RESIDENTS IN THE SURROUNDING COMMUNITIES. APPROXIMATELY 170 SENIORS WERE SERVED IN 2019.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0233658
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0408698
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0120834
IRS990/PYInvestmentIncomeAmt0-6825
IRS990/PYOtherExpensesAmt01250765
IRS990/PYOtherRevenueAmt0243325
IRS990/PYProgramServiceRevenueAmt01892111
IRS990/PYRevenuesLessExpensesAmt0423912
IRS990/PYSalariesCompEmpBnftPaidAmt0741798
IRS990/PYTotalExpensesAmt02113397
IRS990/PYTotalRevenueAmt02537309
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0750109
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt01866418
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0379118
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0434612
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0733674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0408698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0430633
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0558939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0395329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02527273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0462887
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01705
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01189
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05965
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0970
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0472716
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010027808
IRS990ScheduleA/PublicSupportCY170Pct00.84240
IRS990ScheduleA/PublicSupportPY170Pct00.99550
IRS990ScheduleA/PublicSupportTotal170Amt02527273
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0733674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0408698
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0430633
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0558939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0395329
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02527273
IRS990ScheduleA/TotalSupportAmt02999989
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/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0806374
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0382298
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01188672
IRS990ScheduleD/EquipmentGrp/BookValueAmt02923
IRS990ScheduleD/EquipmentGrp/DepreciationAmt086017
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt088940
IRS990ScheduleD/ExpensesSubtotalAmt02645454
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0662311
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENT IN PARTNERSHIPS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt05710968
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05710968
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01656327
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01955963
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt03612290
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt064536
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt064536
IRS990ScheduleD/RevenueSubtotalAmt03395563

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,752,612
Liabilities
$5,636,572
Net assets
$5,116,040
Revenue
$3,395,563
Expenses
$2,645,454
Net income
$750,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.2$4.85$12.3$4.75$3.84$0.92
2023Detailed filing. Detailed filing data is available for this year.$16.6$5.22$11.4$6.84$3.16$3.68
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$4.92$7.74$3.22$2.87$0.35
2021Detailed filing. Detailed filing data is available for this year.$12.5$5.06$7.40$3.37$2.51$0.86
2020Detailed filing. Detailed filing data is available for this year.$11.8$5.28$6.54$3.87$2.44$1.42
2019Detailed filing. Detailed filing data is available for this year.$10.8$5.64$5.12$3.40$2.65$0.75
2018Detailed filing. Detailed filing data is available for this year.$10.2$5.85$4.37$2.54$2.11$0.42
2017Detailed filing. Detailed filing data is available for this year.$10.3$6.38$3.94$2.09$2.30$0.21
2016Detailed filing. Detailed filing data is available for this year.$10.2$6.60$3.63$2.60$2.05$0.55
2015Detailed filing. Detailed filing data is available for this year.$10.1$7.05$3.08$2.21$2.11$0.09
2014Detailed filing. Detailed filing data is available for this year.$10.4$7.38$2.98$2.49$2.77$0.28
2013Detailed filing. Detailed filing data is available for this year.$10.6$7.29$3.27$2.74$2.40$0.34
2012Summary only. Only limited summary data is available for this year.$9.83$6.90$2.93$2.09$1.99$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.65$6.82$2.83$1.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.35$6.37$2.99$1.56