Civic Intelligence

The Michaels Organization Educational Foundation

990 • Fiscal year 2016 • EIN 22-3113975

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

Organization ProfileWWW.THEMICHAELSORG.COM
PO Box 994Marlton, NJ 08053

(856) 596-0500

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.06x

Higher debt load relative to assets than 43% of similar nonprofits.

2016 filings • NTEE P • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • NTEE P • $500k-$1M nonprofits • Source year 2016

Net Margin

73rd percentile

9.6%

Higher net margin than 73% of similar nonprofits.

2016 filings • NTEE P • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

98th percentile

$273,754

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 34.6% of source-year revenue.

2016 filings • NTEE P • $500k-$1M nonprofits • Source year 2016

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2016 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

35%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$329,402

Up $34,085 (+12%) from 2015

Net Assets

Up

$310,402

Up $75,909 (+32%) from 2015

Liabilities

Down

$19,000

Down $41,824 (-69%) from 2015

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin73rd percentile

Revenue

Up

$791,352

Up $204,259 (+35%) from 2015

Expenses

Up

$715,443

Up $86,221 (+14%) from 2015

Net Income

Up

$75,909

Up $118,038 (+280%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $141,440Liabilities 2010: $0Net Assets 2010: $141,4402010Assets 2011: $149,280Liabilities 2011: $0Net Assets 2011: $149,2802011Assets 2012: $399,686Liabilities 2012: $11,000Net Assets 2012: $388,6862012Assets 2013: $337,903Liabilities 2013: $6,000Net Assets 2013: $331,9032013Assets 2014: $284,337Liabilities 2014: $7,715Net Assets 2014: $276,6222014Assets 2015: $295,317Liabilities 2015: $60,824Net Assets 2015: $234,4932015Assets 2016: $329,402Liabilities 2016: $19,000Net Assets 2016: $310,4022016Assets 2017: $184,247Liabilities 2017: $25,366Net Assets 2017: $158,8812017Assets 2018: $167,454Liabilities 2018: $33,323Net Assets 2018: $134,1312018Assets 2019: $146,156Liabilities 2019: $9,601Net Assets 2019: $136,5552019Assets 2020: $581,099Liabilities 2020: $179,219Net Assets 2020: $401,8802020Assets 2021: $283,696Liabilities 2021: $26,271Net Assets 2021: $257,4252021Assets 2022: $403,071Liabilities 2022: $20,972Net Assets 2022: $382,0992022Assets 2023: $598,364Liabilities 2023: $30,648Net Assets 2023: $567,7162023Assets 2024: $1,254,989Liabilities 2024: $114,801Net Assets 2024: $1,140,1882024

Highlighted filing

2016

Assets$329,402
Liabilities$19,000
Net Assets$310,402
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $360,296Expenses 2010: $295,939Net Income 2010: $64,3572010Revenue 2011: $331,059Expenses 2011: $323,219Net Income 2011: $7,8402011Revenue 2012: $576,045Expenses 2012: $336,638Net Income 2012: $239,4072012Revenue 2013: $408,289Expenses 2013: $465,072Net Income 2013: -$56,7832013Revenue 2014: $476,746Expenses 2014: $532,027Net Income 2014: -$55,2812014Revenue 2015: $587,093Expenses 2015: $629,222Net Income 2015: -$42,1292015Revenue 2016: $791,352Expenses 2016: $715,443Net Income 2016: $75,9092016Revenue 2017: $696,901Expenses 2017: $848,422Net Income 2017: -$151,5212017Revenue 2018: $813,941Expenses 2018: $838,691Net Income 2018: -$24,7502018Revenue 2019: $1,034,503Expenses 2019: $1,032,079Net Income 2019: $2,4242019Revenue 2020: $1,473,377Expenses 2020: $1,303,052Net Income 2020: $170,3252020Revenue 2021: $1,348,603Expenses 2021: $1,493,058Net Income 2021: -$144,4552021Revenue 2022: $1,780,980Expenses 2022: $1,656,306Net Income 2022: $124,6742022Revenue 2023: $2,177,851Expenses 2023: $1,992,234Net Income 2023: $185,6172023Revenue 2024: $2,909,389Expenses 2024: $2,336,917Net Income 2024: $572,4722024

Highlighted filing

2016

Revenue$791,352
Expenses$715,443
Net Income$75,909
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.1
Gross Receipts
$866,006
Mission and Program Overview

Mission

Awarding Educational Scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$189,069$218,109▲ $29,040
Cash and Non-Interest-Bearing Accounts$106,248$102,785▼ $3,463
Accounts Receivable$0$6,908▲ $6,908
Prepaid Expenses and Deferred Charges$0$1,600▲ $1,600
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$295,317$329,402▲ $34,085
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$36,826$0▼ $36,826
Accounts Payable and Accrued Expenses$23,998$19,000▼ $4,998
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$60,824$19,000▼ $41,824
Net Assets / Fund Balance
Unrestricted Net Assets$221,321$302,187▲ $80,866
Temporarily Rstr Net Assets$13,172$8,215▼ $4,957
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$234,493$310,402▲ $75,909
Total Liabilities and Net Assets / Fund Balance$295,317$329,402▲ $34,085
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
E James HendersonVice President$37,505$37,505

Board Members and Trustees

NameTitle
Michael J LevittPresident
Patricia LevittVice President
Donald L MillerSecretary
Robert J GreerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$833,458
Program Service Revenue
$0
Investment Income
$398
Other Revenue
$-42,504
All Other Contributions
$653,316
Change in Net Assets
$75,909

Audited Revenue Reconciliation

Revenue per Audited Statements
$866,006
Revenue Not Reported on Financial Statements
$-74,654
Revenue Not Reported on Form 990
$53,415
Other Revenue Adjustments
$-74,654
Total Revenue per Audited Statements
$919,421
Total Revenue per Form 990
$791,352
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$633,738
Other Expenses$81,705
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$633,738--$633,738
Fees for Services Other$57,597--$57,597
Other Expenses$10,716$0$0$10,716
Fees for Services Accounting$3,400--$3,400
Fees for Services Legal$107--$107
Total Functional Expenses$715,443$0$0$715,443

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$843,512
Expenses per Audited Statements$715,443
Total Expenses per Form 990$715,443
Expenses Not Reported on Form 990$128,069
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$74,654
Fundraising Gross Income$32,150
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$212,292$32,150$10,520$21,630
Total Events$212,292$32,150$74,654$-42,504
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$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 - Relationships of Officers, Directors

“Michael J. Levitt and Patricia Levitt have a family relationship.”

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

“A copy of the form 990 is provided to the trustees for review prior to filing.”

Form 990, Part VI, Line 19 - Organization Documents Publicly Available

“The organization's plan documents, policies and financial statements are all available upon request.”

Filing and Contact Details

Filer

Filer Name
The Michaels Organization Educational
EIN
22-3113975
In Care Of
% MELANIE GILBERT
Phone
8565960500
Address
PO BOX 994, MARLTON, NJ 08053

Signing Officer

Name
William Geddes
Title
Controller
Phone
8565965500
Signed
2017-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael J Levitt
Formed
1991
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
17

Preparer

Firm
Bdo USA Llp
Address
1801 MARKET STREET SUITE 1700, PHILADELPHIA, PA 19103
Preparer
Marc R Berger CPA
Phone
2155641900
Supplemental Narrative

Financial Statement Notes

Part X - FIN 48 Footnote

“The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and is treated as a publicly supported organization. For the year ended December 31, 2016, the Foundation did not identify any uncertain tax positions taken or expected to be taken in an information return which would require adjustment to or disclosure in its financial statements. In addition, the Foundation believes it has not engaged in any activities for which its tax-exempt status would not be sustained under Internal Revenue Service examination. Generally, the Foundation is subject to Federal income tax examinations for three years.”

Schedule D, Part XI, Line 4B

“Other Revenue Included In F/S But Not Included On Form 990 FUNDRAISING EVENTS ....................................... $ 74,654.”

Schedule D, Part XII, Line 2D

“Other Expenses And Losses Per Audited F/S FUNDRAISING EXPENSES OFFSET AGAINST REVENUE................ $ 74,654.”

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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/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01600
IRS990/PrincipalOfficerNm0MICHAEL J LEVITT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0646667
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0527892
IRS990/PYInvestmentIncomeAmt0194
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0101330
IRS990/PYOtherRevenueAmt0-59768
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-42129
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0629222
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0587093
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt075909
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0189069
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0218109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0833458
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0646667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0520769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0431238
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0596157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03028289
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0398
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0320
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0260
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01663
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48927
IRS990ScheduleA/PublicSupportPY170Pct00.47841
IRS990ScheduleA/PublicSupportTotal170Amt01482461
IRS990ScheduleA/SubstantialContributorsTotAmt01545828
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0833458
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0646667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0520769
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0431238
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0596157
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03028289
IRS990ScheduleA/TotalSupportAmt03029952
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/DonatedServicesAndUseFcltsAmt053415
IRS990ScheduleD/DonatedServicesUseFcltsAmt053415
IRS990ScheduleD/ExpensesNotReportedAmt0128069
IRS990ScheduleD/ExpensesSubtotalAmt0715443
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt074654
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-74654
IRS990ScheduleD/RevenueNotReportedAmt053415
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-74654
IRS990ScheduleD/RevenueSubtotalAmt0866006
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and is treated as a publicly supported organization. For the year ended December 31, 2016, the Foundation did not identify any uncertain tax positions taken or expected to be taken in an information return which would require adjustment to or disclosure in its financial statements. In addition, the Foundation believes it has not engaged in any activities for which its tax-exempt status would not be sustained under Internal Revenue Service examination. Generally, the Foundation is subject to Federal income tax examinations for three years.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Other Revenue Included In F/S But Not Included On Form 990 FUNDRAISING EVENTS ....................................... $ 74,654.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Other Expenses And Losses Per Audited F/S FUNDRAISING EXPENSES OFFSET AGAINST REVENUE................ $ 74,654.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X - FIN 48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part XI, Line 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule D, Part XII, Line 2d
IRS990ScheduleD/TotalExpensesPerForm990Amt0715443
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0791352
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0919421
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0843512
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0180142
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0180142
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt074654
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0212292
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0212292
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032150
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-42504
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt024989
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt024989
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010520
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010520
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt039145
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt039145
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0633738
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Educational Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0227
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Cash
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0253402
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt010419
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt09933
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Donald L Miller
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Secretary
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0273754
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Michael J. Levitt and Patricia Levitt have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the form 990 is provided to the trustees for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's plan documents, policies and financial statements are all available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2 - Relationships of Officers, Directors
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11B - Form 990 Review Process

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$329,402
Liabilities
$19,000
Net assets
$310,402
Revenue
$791,352
Expenses
$715,443
Net income
$75,909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.11$1.14$2.91$2.34$0.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.03$0.57$2.18$1.99$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.02$0.38$1.78$1.66$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.03$0.26$1.35$1.49$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.18$0.40$1.47$1.30$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.01$0.14$1.03$1.03$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.03$0.13$0.81$0.84$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.03$0.16$0.70$0.85$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.02$0.31$0.79$0.72$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.06$0.23$0.59$0.63$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.01$0.28$0.48$0.53$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.34$0.01$0.33$0.41$0.47$0.06
2012Summary only. Only limited summary data is available for this year.$0.40$0.01$0.39$0.58$0.34$0.24
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.33$0.32$0.01
2010Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.36$0.30$0.06
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