Civic Intelligence

Independence First Aid Squad Inxc

990 • Fiscal year 2018 • EIN 22-7446968

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileN/A
PO Box 137Great Meadows, NJ 07838

(908) 256-6857

Siviq Scores

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

Liabilities / Assets

69th percentile

0.15x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.30x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

23rd percentile

-6.8%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

250%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$801,773

Down $58,664 (-6.8%) from 2017

Net Assets

Down

$684,805

Down $36,939 (-5.1%) from 2017

Liabilities

Down

$116,968

Down $21,725 (-16%) from 2017

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin94th percentile

Revenue

Up

$385,234

Up $275,169 (+250%) from 2017

Expenses

Up

$144,015

Up $21,739 (+18%) from 2017

Net Income

Up

$241,219

Up $253,430 (+2075%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.0M$500K$0Assets 2011: $721,882Liabilities 2011: $0Net Assets 2011: $721,8822011Assets 2012: $697,797Liabilities 2012: $0Net Assets 2012: $697,7972012Assets 2013: $724,358Liabilities 2013: $0Net Assets 2013: $724,3582013Assets 2014: $698,212Liabilities 2014: $0Net Assets 2014: $698,2122014Assets 2015: $679,073Liabilities 2015: $0Net Assets 2015: $679,0732015Assets 2016: $876,718Liabilities 2016: $159,504Net Assets 2016: $717,2142016Assets 2017: $860,437Liabilities 2017: $138,693Net Assets 2017: $721,7442017Assets 2018: $801,773Liabilities 2018: $116,968Net Assets 2018: $684,8052018Assets 2019: $827,091Liabilities 2019: $94,288Net Assets 2019: $732,8032019Assets 2020: $829,314Liabilities 2020: $70,623Net Assets 2020: $758,6912020Assets 2021: $785,171Liabilities 2021: $121,013Net Assets 2021: $664,1582021Assets 2022: $810,001Liabilities 2022: $116,013Net Assets 2022: $693,9882022Assets 2023: $839,530Liabilities 2023: $116,013Net Assets 2023: $723,5172023

Highlighted filing

2018

Assets$801,773
Liabilities$116,968
Net Assets$684,805
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$400K$200K$0-$200KExpenses 2011: $92,6882011Expenses 2012: $117,8732012Revenue 2013: $99,837Expenses 2013: $86,655Net Income 2013: $13,1822013Revenue 2014: $103,798Expenses 2014: $108,707Net Income 2014: -$4,9092014Revenue 2015: $114,795Expenses 2015: $103,453Net Income 2015: $11,3422015Revenue 2016: $130,741Expenses 2016: $96,082Net Income 2016: $34,6592016Revenue 2017: $110,065Expenses 2017: $122,276Net Income 2017: -$12,2112017Revenue 2018: $385,234Expenses 2018: $144,015Net Income 2018: $241,2192018Revenue 2019: $146,664Expenses 2019: $130,688Net Income 2019: $15,9762019Revenue 2020: $140,369Expenses 2020: $127,566Net Income 2020: $12,8032020Revenue 2021: $181,374Expenses 2021: $158,415Net Income 2021: $22,9592021Revenue 2022: $245,894Expenses 2022: $286,411Net Income 2022: -$40,5172022Revenue 2023: $332,433Expenses 2023: $295,591Net Income 2023: $36,8422023

Highlighted filing

2018

Revenue$385,234
Expenses$144,015
Net Income$241,219
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$388,199
Mission and Program Overview

Mission

First Aid & Rescue Squad

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$695,791$661,214▼ $34,577
Land, Buildings, and Equipment, Net$531,614$513,023▼ $18,591
Investments Other Securities$202,758$192,891▼ $9,867
Cash and Non-Interest-Bearing Accounts$100,112$65,079▼ $35,033
Savings and Temporary Cash Investments$25,953$23,591▼ $2,362
Rtn Earn Endowment Incm Other Fnds$25,953$23,591▼ $2,362
Other Notes and Loans Receivable, Net-$7,189-
Accounts Receivable$0$0→ $0
Total Assets$860,437$801,773▼ $58,664
Liabilities
Mortgage Notes Payable Secured by Investment Property$138,693$116,968▼ $21,725
Accounts Payable and Accrued Expenses$0$0→ $0
Total Liabilities$138,693$116,968▼ $21,725
Net Assets / Fund Balance
Total Net Assets Fund Balance$721,744$684,805▼ $36,939
Total Liabilities and Net Assets / Fund Balance$860,437$801,773▼ $58,664

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$319,385$332,670$652,055
Buildings$100,416$72,875$173,291
Land$75,000-$75,000
Leasehold Improvements$17,239$22,345$39,584
Other Land Buildings$983$1,064$2,047
Other Securities$-3--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Kelly RandisPresident
Debbie VannessVice-President
Kevin Finnegan1st Lieutenant
Justin Nichols2nd Lieutenant
Nick VasquezCaptain
Virginia BradySecretary
Patricia Douglas-JarvisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,304
Program Service Revenue
$0
Investment Income
$4,198
Other Revenue
$268,732
All Other Contributions
$7,473
Change in Net Assets
$241,219
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,015
Total Fundraising Expense$2,795
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$32,419$3,206$0$35,625
All Other Expenses$27,348$3,862$2,795$34,005
Insurance$23,415$0$0$23,415
Other Expenses$17,229$0$0$17,229
Occupancy$14,158$0$0$14,158
Interest$5,551$0$0$5,551
Conferences and Meetings$3,904$0$0$3,904
Office Expenses$0$3,430$0$3,430
Fees for Services Accounting$0$3,209$0$3,209
Grants to Domestic Individuals$1,000--$1,000
Total Functional Expenses$127,463$13,757$2,795$144,015
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$8,085
Gaming Direct Expenses$2,965
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Direct Mail$26,485$2,795$2,795$0
Coin Toss N/A 2018----
Total Events$26,485$2,795$2,795$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
Filing and Contact Details

Filer

Filer Name
Independence First Aid Squad Inc
EIN
22-7446968
Phone
9082566857
Address
PO Box 137, Great Meadows, NJ 07838

Signing Officer

Name
Patricia Douglas-Jarvis
Title
Treasurer
Phone
9082566857
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Douglas-Jarvis Treasurer
Formed
1972
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
30

Preparer

Firm
The Aloere Group PC
Address
375 Stegman Pkwy, Jersey City, NJ 07305
Preparer
Andrea Borlin-Tomah CPA NJ
Phone
2014201330
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“A copy of Form 990 is made available to the members upon”

Pt VI, Line 11B

“request.”

Form 990, Part IX, Line 24E

“Background checks 143. 0. 143. 0.”

Form 990, Part IX, Line 24E

“First Aid Supplies 9694. 9694. 0. 0.”

Form 990, Part IX, Line 24E

“Oxygen 2571. 2571. 0. 0.”

Form 990, Part IX, Line 24E

“Uniforms 2159. 2159. 0. 0.”

Form 990, Part IX, Line 24E

“Equipment Repairs/Contracts 8829. 8829. 0. 0.”

Form 990, Part IX, Line 24E

“Other Miscellaneous Expenses 0. 0. 0. 0.”

Form 990, Part IX, Line 24E

“Telephone and Internet 3634. 0. 3634. 0.”

Form 990, Part IX, Line 24E

“Fund Drive Expenses 2795. 0. 0. 2795.”

Form 990, Part IX, Line 24E

“Community Goodwill 1075. 1075. 0. 0.”

Form 990, Part IX, Line 24E

“Filing fees 85. 0. 85. 0.”

Form 990, Part IX, Line 24E

“Supplies & Materials 3020. 3020. 0. 0.”

Raw XML AppendixShowing 400 of 549 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0First Aid & Rescue Squad
IRS990/AllOtherContributionsAmt07473
IRS990/AllOtherExpensesGrp/FundraisingAmt02795
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03862
IRS990/AllOtherExpensesGrp/ProgramServicesAmt027348
IRS990/AllOtherExpensesGrp/TotalAmt034005
IRS990/AuditCommitteeInd0false
IRS990/BooksInCareOfDetail/PersonNm0Patricia Douglas-Jarvis
IRS990/BooksInCareOfDetail/PhoneNum09086374903
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0364 Mountain Lake Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Great Meadows
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007838
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0695791
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0661214
IRS990/CashNonInterestBearingGrp/BOYAmt0100112
IRS990/CashNonInterestBearingGrp/EOYAmt065079
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03904
IRS990/ConferencesMeetingsGrp/TotalAmt03904
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt030581
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0112304
IRS990/CYGrantsAndSimilarPaidAmt01000
IRS990/CYInvestmentIncomeAmt04198
IRS990/CYOtherExpensesAmt0143015
IRS990/CYOtherRevenueAmt0268732
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0241219
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0144015
IRS990/CYTotalFundraisingExpenseAmt02795
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0385234
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03206
IRS990/DepreciationDepletionGrp/ProgramServicesAmt032419
IRS990/DepreciationDepletionGrp/TotalAmt035625
IRS990/Desc0To Provide first aid & rescue services to residents & travelers of the Great Meadows and neighboring areas. Detailed records of the number of emergency calls responded to are on file at the organization's squad building.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0127463
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03209
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt03209
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Nick Vasquez
IRS990/Form990PartVIISectionAGrp/PersonNm1Kelly Randis
IRS990/Form990PartVIISectionAGrp/PersonNm2Virginia Brady
IRS990/Form990PartVIISectionAGrp/PersonNm3Debbie Vanness
IRS990/Form990PartVIISectionAGrp/PersonNm4Kevin Finnegan
IRS990/Form990PartVIISectionAGrp/PersonNm5Patricia Douglas-Jarvis
IRS990/Form990PartVIISectionAGrp/PersonNm6Justin Nichols
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Captain
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice-President
IRS990/Form990PartVIISectionAGrp/TitleTxt41st Lieutenant
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt62nd Lieutenant
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt030581
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt02965
IRS990/GamingGrossIncomeAmt08085
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt074250
IRS990/GrantAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0388199
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt023415
IRS990/InsuranceGrp/TotalAmt023415
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt05551
IRS990/InterestGrp/TotalAmt05551
IRS990/InvestmentIncomeGrp/ExclusionAmt04198
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04198
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0202758
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0192891
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0428954
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0531614
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0513023
IRS990/LandBldgEquipCostOrOtherBssAmt0941977
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0First Aid & Rescue Squad
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0138693
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0116968
IRS990/NetAssetsOrFundBalancesBOYAmt0721744
IRS990/NetAssetsOrFundBalancesEOYAmt0684805
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt05120
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt05120
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-278157
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt014158
IRS990/OccupancyGrp/TotalAmt014158
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03430
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt03430
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherExpensesGrp/Desc0Bereavement/Memorials
IRS990/OtherExpensesGrp/Desc1Training
IRS990/OtherExpensesGrp/Desc2Foreign Tax Paid on Investments
IRS990/OtherExpensesGrp/Desc3Vehicle Maintenance
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt250
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0900
IRS990/OtherExpensesGrp/ProgramServicesAmt11539
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt317229
IRS990/OtherExpensesGrp/TotalAmt0900
IRS990/OtherExpensesGrp/TotalAmt11539
IRS990/OtherExpensesGrp/TotalAmt250
IRS990/OtherExpensesGrp/TotalAmt317229
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0S/T Capital Gain
IRS990/OtherRevenueMiscGrp/Desc1L/T Capital Gain
IRS990/OtherRevenueMiscGrp/Desc2Reimbursements
IRS990/OtherRevenueMiscGrp/ExclusionAmt064547
IRS990/OtherRevenueMiscGrp/ExclusionAmt1199065
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt064547
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1199065
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt20
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt0263612
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt07189
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Patricia Douglas-Jarvis Treasurer
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt087269
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01000
IRS990/PYInvestmentIncomeAmt02458
IRS990/PYOtherExpensesAmt0121276
IRS990/PYOtherRevenueAmt020338
IRS990/PYRevenuesLessExpensesAmt0-12211
IRS990/PYTotalExpensesAmt0122276
IRS990/PYTotalRevenueAmt0110065
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0241219
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt025953
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt023591
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025953
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0112303
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt087269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0118351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt092620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt079638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0490181
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02915
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02855
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06297
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03562
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015629
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96910
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.93310
IRS990ScheduleA/PublicSupportTotal170Amt0490181
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0112303
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt087269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0118351
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt092620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt079638
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0490181
IRS990ScheduleA/TotalSupportAmt0505810
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/BuildingsGrp/BookValueAmt0100416
IRS990ScheduleD/BuildingsGrp/DepreciationAmt072875
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0173291
IRS990ScheduleD/EquipmentGrp/BookValueAmt0319385
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0332670
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0652055
IRS990ScheduleD/LandGrp/BookValueAmt075000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt075000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt017239
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt022345
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt039584
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0983
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01064
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02047
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt20
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt30
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt410437
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt518174
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt62662
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt77500
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt80
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt90
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt100
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt117459
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1214834
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt134206
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1413308
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1518232
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt163481
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1710538
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt185580
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1914777
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2016475
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt214284
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt224064
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2310319
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt247381
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2510144
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt269039
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt27-3
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Calamos Growth Fund Class C
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Wells Fargo Advantage Asset Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Iva Worldwide Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Ivy Asset Strategy Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc4AB Income Fund Adv
IRS990ScheduleD/OtherSecuritiesGrp/Desc5AB Large Cap Grow TH
IRS990ScheduleD/OtherSecuritiesGrp/Desc6Eagle Class JP Morgan Money Markey Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc7Federated Strategy VFD
IRS990ScheduleD/OtherSecuritiesGrp/Desc8Lord Abbett Short Duration Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc9Wells Fargo Advantage Mutual Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc10IVA Worldwide fund-other
IRS990ScheduleD/OtherSecuritiesGrp/Desc11First Eagle Global
IRS990ScheduleD/OtherSecuritiesGrp/Desc12First Eagle US Valu
IRS990ScheduleD/OtherSecuritiesGrp/Desc13Gateway Fund Class
IRS990ScheduleD/OtherSecuritiesGrp/Desc14John Hancock Intern
IRS990ScheduleD/OtherSecuritiesGrp/Desc15John Hancock Small
IRS990ScheduleD/OtherSecuritiesGrp/Desc16John Reg Bank
IRS990ScheduleD/OtherSecuritiesGrp/Desc17John Hancock Inv
IRS990ScheduleD/OtherSecuritiesGrp/Desc18JP Morgan Emerg Mark
IRS990ScheduleD/OtherSecuritiesGrp/Desc19JP Morgan Mid Cap Val
IRS990ScheduleD/OtherSecuritiesGrp/Desc20Loomis Sayles Inv B
IRS990ScheduleD/OtherSecuritiesGrp/Desc21Mainstay Inc Builder
IRS990ScheduleD/OtherSecuritiesGrp/Desc22Mainstay Mackay Con
IRS990ScheduleD/OtherSecuritiesGrp/Desc23Mainstay Mackay ST
IRS990ScheduleD/OtherSecuritiesGrp/Desc24Oakmark Intern
IRS990ScheduleD/OtherSecuritiesGrp/Desc25Putnam Diversin Trust
IRS990ScheduleD/OtherSecuritiesGrp/Desc26SPDR Consumer Staples
IRS990ScheduleD/OtherSecuritiesGrp/Desc27Rounding difference adjustment
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$801,773
Liabilities
$116,968
Net assets
$684,805
Revenue
$385,234
Expenses
$144,015
Net income
$241,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$8.40$1.16$7.24$3.32$2.96$0.37
2022Detailed filing. Detailed filing data is available for this year.$8.10$1.16$6.94$2.46$2.86$0.41
2021Detailed filing. Detailed filing data is available for this year.$7.85$1.21$6.64$1.81$1.58$0.23
2020Detailed filing. Detailed filing data is available for this year.$8.29$0.71$7.59$1.40$1.28$0.13
2019Detailed filing. Detailed filing data is available for this year.$8.27$0.94$7.33$1.47$1.31$0.16
2018Detailed filing. Detailed filing data is available for this year.$8.02$1.17$6.85$3.85$1.44$2.41
2017Detailed filing. Detailed filing data is available for this year.$8.60$1.39$7.22$1.10$1.22$0.12
2016Detailed filing. Detailed filing data is available for this year.$8.77$1.60$7.17$1.31$0.96$0.35
2015Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$1.15$1.03$0.11
2014Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$1.04$1.09$0.05
2013Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$1.00$0.87$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.98$0.00$6.98$1.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.22$0.00$7.22$0.93