Civic Intelligence

Pennsylvania Assistive Technology Foundation

990 • Fiscal year 2022 • EIN 23-2953796

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 16, 2023

Organization ProfileWWW.PATF.US

View Organization Page

1004 W 9th Avenue First FloorKing Of Prussia, PA 19406

(484) 674-0506

Siviq Scores

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

Liabilities / Assets

46th percentile

0.10x

Higher debt load relative to assets than 46% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.21x

Higher debt load relative to revenue than 56% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$193,209

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

69th percentile

9.9%

Faster asset growth than 69% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

38%

Faster revenue growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$5,123,127

Up $462,767 (+9.9%) from 2021

Net Assets

Up

$4,601,550

Up $431,218 (+10%) from 2021

Liabilities

Up

$521,577

Up $31,549 (+6.4%) from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin82nd percentile

Revenue

Up

$2,516,283

Up $691,735 (+38%) from 2021

Expenses

Up

$1,646,515

Up $373,809 (+29%) from 2021

Net Income

Up

$869,768

Up $317,926 (+58%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,850,042Liabilities 2011: $56,583Net Assets 2011: $2,793,4592011Assets 2012: $2,681,256Liabilities 2012: $42,480Net Assets 2012: $2,638,7762012Assets 2013: $3,452,124Liabilities 2013: $538,618Net Assets 2013: $2,913,5062013Assets 2014: $3,597,176Liabilities 2014: $340,835Net Assets 2014: $3,256,3412014Assets 2015: $4,216,720Liabilities 2015: $835,350Net Assets 2015: $3,381,3702015Assets 2016: $4,140,856Liabilities 2016: $674,712Net Assets 2016: $3,466,1442016Assets 2017: $4,716,636Liabilities 2017: $614,708Net Assets 2017: $4,101,9282017Assets 2018: $4,569,254Liabilities 2018: $357,271Net Assets 2018: $4,211,9832018Assets 2019: $4,770,213Liabilities 2019: $361,585Net Assets 2019: $4,408,6282019Assets 2020: $5,787,985Liabilities 2020: $1,118,429Net Assets 2020: $4,669,5562020Assets 2021: $4,660,360Liabilities 2021: $490,028Net Assets 2021: $4,170,3322021Assets 2022: $5,123,127Liabilities 2022: $521,577Net Assets 2022: $4,601,5502022Assets 2023: $3,687,655Liabilities 2023: $275,830Net Assets 2023: $3,411,8252023Assets 2024: $3,200,976Liabilities 2024: $383,098Net Assets 2024: $2,817,8782024

Highlighted filing

2022

Assets$5,123,127
Liabilities$521,577
Net Assets$4,601,550
Open 2022 Filing

Operations Trend

Revenue Growth81st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $683,113Expenses 2011: $610,684Net Income 2011: $72,4292011Expenses 2012: $542,0052012Revenue 2013: $779,874Expenses 2013: $612,973Net Income 2013: $166,9012013Revenue 2014: $948,019Expenses 2014: $675,977Net Income 2014: $272,0422014Revenue 2015: $854,478Expenses 2015: $767,653Net Income 2015: $86,8252015Revenue 2016: $801,769Expenses 2016: $734,488Net Income 2016: $67,2812016Revenue 2017: $1,339,519Expenses 2017: $739,975Net Income 2017: $599,5442017Revenue 2018: $951,541Expenses 2018: $859,519Net Income 2018: $92,0222018Revenue 2019: $1,176,706Expenses 2019: $1,013,266Net Income 2019: $163,4402019Revenue 2020: $1,602,891Expenses 2020: $1,225,982Net Income 2020: $376,9092020Revenue 2021: $1,824,548Expenses 2021: $1,272,706Net Income 2021: $551,8422021Revenue 2022: $2,516,283Expenses 2022: $1,646,515Net Income 2022: $869,7682022Revenue 2023: $1,608,453Expenses 2023: $1,862,324Net Income 2023: -$253,8712023Revenue 2024: $1,496,538Expenses 2024: $2,054,093Net Income 2024: -$557,5552024

Highlighted filing

2022

Revenue$2,516,283
Expenses$1,646,515
Net Income$869,768
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 16, 2023
Return Version
2021v4.2
Gross Receipts
$2,516,283
Mission and Program Overview

Mission

Patf provides education and financing opportunities, and advocates for people with disabilities and older pennsylvanians, helping them to acquire assistive technology devices and services that improve the quality of their lives.

To provide education and financing opportunities for people with disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,302,025$2,755,160▼ $546,865
Savings and Temporary Cash Investments$885,058$948,853▲ $63,795
Other Notes and Loans Receivable, Net$251,409$934,310▲ $682,901
Pledges and Grants Receivable$130,375$405,488▲ $275,113
Cash and Non-Interest-Bearing Accounts$59,156$49,220▼ $9,936
Land, Buildings, and Equipment, Net$6,864$25,255▲ $18,391
Prepaid Expenses and Deferred Charges$1,465$1,510▲ $45
Total Assets$4,660,360$5,123,127▲ $462,767
Other Assets Total$24,008$3,331▼ $20,677
Liabilities
Deferred Revenue-$426,716-
Unsecured Notes Loans Payable$414,700--
Accounts Payable and Accrued Expenses$72,328$91,861▲ $19,533
Other Liabilities$3,000$3,000→ $0
Total Liabilities$490,028$521,577▲ $31,549
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,086,770$4,469,185▲ $382,415
Net Assets With Donor Restrictions$83,562$132,365▲ $48,803
Total Net Assets Fund Balance$4,170,332$4,601,550▲ $431,218
Total Liabilities and Net Assets / Fund Balance$4,660,360$5,123,127▲ $462,767

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,795$14,209$37,004
Leasehold Improvements$2,460$3,170$5,630
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan TachauChief Executive OfficerPT$177,960$15,249$193,209

Board Members and Trustees

NameTitle
Derek Baker EsqImmediate Past President
Nancy MurrayPresident
Marylou KnabelVice-president
Peter KennedyVice-president
Dale VerchickDirector
Jeffrey W CooperDirector
Josie BadgerDirector
Katherine ReimDirector
Kay TybergDirector
Mitch BilkerDirector
Sybille DamasDirector
Theresa JenkinsonDirector
Wendy Harkins DavisDirector Thru August 2021
Matthew SeeleyDirector Thru December 2021
David Gates EsqDirector Thru February 2022
Tracey BakerDirector Thru June 2022
Melissa RooneySecretary
Christine McginleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,391,458
Program Service Revenue
$0
Investment Income
$124,118
Other Revenue
$707
All Other Contributions
$83,544
Change in Net Assets
$869,768

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,495,755
Revenue Not Reported on Financial Statements
$20,528
Revenue Not Reported on Form 990
$-417,005
Total Revenue per Audited Statements
$2,078,750
Total Revenue per Form 990
$2,516,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,140,420
Other Expenses$506,095
Total Fundraising Expense$81,761
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$649,471$74,298$21,754$745,523
Current Officers, Directors, Trustees, and Key Employees$115,925$38,745$38,539$193,209
Other Employee Benefits$94,353$10,401$5,724$110,478
Fees for Services Other$78,389$3,887$2,534$84,810
Payroll Taxes$60,831$7,242$4,345$72,418
Occupancy$51,241$6,100$3,660$61,001
Office Expenses$42,739$5,080$3,026$50,845
Advertising$48,441$582$349$49,372
Other Expenses$29,755--$29,755
Fees for Service Investment Mgmnt Fees$14,370$6,158-$20,528
Pension Plan Contributions$17,894$898-$18,792
Fees for Services Accounting$13,902$1,655$993$16,550
All Other Expenses$9,666--$9,666
Information Technology$5,717$681$408$6,806
Conferences and Meetings$5,882$616-$6,498
Travel$6,002--$6,002
Insurance$4,054$483$290$4,827
Depreciation Depletion$1,443$172$103$1,718
Fees for Services Legal$504$60$36$600
Interest$29--$29
Total Functional Expenses$1,407,696$157,058$81,761$1,646,515

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,647,532
Total Expenses per Form 990$1,646,515
Expenses per Audited Statements$1,625,987
Expenses Not Reported on Form 990$21,545
Expenses Not Reported on Financial Statements$20,528
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Funds Held$3,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The executive committee reviews and discusses the 990, which is then signed by an officer. The 990 is available to all board members to review.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy shall be reviewed by the board annually for the information and guidance of members of the board and officers, and brought to the attention of new members of the board and officers. In this connection, the board shall, by resolution, adopt a statement of policy for distribution to such members and officers explaining the obligations of such individuals under applicable law.”

Form 990, Part VI, Section B, Line 15

“The chief executive officer completes a self-evaluation to reflect on performance and goals established in the previous review and goals for the coming year. The self-evaluation is forwarded to the board along with comments from board members on accomplishments of the ceo. The board establishes a pay range which reflects the pay for comparable positions in the market of the foundation. The board will evaluate the pay range at least once every three years through other non-profit compensation studies or a commissioned study. The board president will meet with the ceo to complete the review, agree on goals and advise the ceo of the compensation decision.”

Form 990, Part VI, Section C, Line 18

“Documents are available upon request.”

Form 990, Part VI, Section C, Line 19

“Minutes, by-laws, annual audit, the 990 and form 1023 are available to be reviewed upon request at the organizations location.”

Filing and Contact Details

Filer

Filer Name
Pennsylvania Assistive Technology
EIN
23-2953796
Phone
4846740506
Address
1004 W 9TH AVENUE FIRST FLOOR, KING OF PRUSSIA, PA 19406

Signing Officer

Name
Susan Tachau
Title
Chief Executive Officer
Phone
4846740506
Signed
2023-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Tachau
Formed
1998
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
16
Volunteers
41

Preparer

Firm
Herbein Company Inc
Address
2763 CENTURY BOULEVARD, READING, PA 19610
Preparer
Linda S Himeback CPA
Phone
6103781175
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“In accordance with generally accepted accounting principles, the foundation accounts for uncertain tax positions relative to unrelated business income, if any, as required.”

Raw XML AppendixShowing 400 of 647 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm15WENDY HARKINS DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm16DAVID GATES ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm17MATTHEW SEELEY
IRS990/Form990PartVIISectionAGrp/PersonNm18SUSAN TACHAU
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18177960
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR THRU JUNE 2022
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR THRU AUGUST 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR THRU FEBRUARY 2022
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR THRU DECEMBER 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF EXECUTIVE OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt069672
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt02307914
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt069672
IRS990/GrossReceiptsAmt02516283
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0408
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0681
IRS990/InformationTechnologyGrp/ProgramServicesAmt05717
IRS990/InformationTechnologyGrp/TotalAmt06806
IRS990/InsuranceGrp/FundraisingAmt0290
IRS990/InsuranceGrp/ManagementAndGeneralAmt0483
IRS990/InsuranceGrp/ProgramServicesAmt04054
IRS990/InsuranceGrp/TotalAmt04827
IRS990/InterestGrp/ProgramServicesAmt029
IRS990/InterestGrp/TotalAmt029
IRS990/InvestmentIncomeGrp/ExclusionAmt054446
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt054446
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03302025
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02755160
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017379
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06864
IRS990/LandBldgEquipBasisNetGrp/EOYAmt025255
IRS990/LandBldgEquipCostOrOtherBssAmt042634
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PATF PROVIDES EDUCATION AND FINANCING OPPORTUNITIES, AND ADVOCATES FOR PEOPLE WITH DISABILITIES AND OLDER PENNSYLVANIANS, HELPING THEM TO ACQUIRE ASSISTIVE TECHNOLOGY DEVICES AND SERVICES THAT IMPROVE THE QUALITY OF THEIR LIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04170332
IRS990/NetAssetsOrFundBalancesEOYAmt04601550
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt069672
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt069672
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-438550
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04086770
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04469185
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03660
IRS990/OccupancyGrp/ManagementAndGeneralAmt06100
IRS990/OccupancyGrp/ProgramServicesAmt051241
IRS990/OccupancyGrp/TotalAmt061001
IRS990/OfficeExpensesGrp/FundraisingAmt03026
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05080
IRS990/OfficeExpensesGrp/ProgramServicesAmt042739
IRS990/OfficeExpensesGrp/TotalAmt050845
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024008
IRS990/OtherAssetsTotalGrp/EOYAmt03331
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05724
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010401
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt094353
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0110478
IRS990/OtherExpensesGrp/Desc0FUNDING ASSISTANCE CONT
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2LOAN PROGRAMS
IRS990/OtherExpensesGrp/Desc3PROGRAM WEBSITE COSTS
IRS990/OtherExpensesGrp/ProgramServicesAmt072669
IRS990/OtherExpensesGrp/ProgramServicesAmt149174
IRS990/OtherExpensesGrp/ProgramServicesAmt235245
IRS990/OtherExpensesGrp/ProgramServicesAmt329755
IRS990/OtherExpensesGrp/TotalAmt072669
IRS990/OtherExpensesGrp/TotalAmt149174
IRS990/OtherExpensesGrp/TotalAmt235245
IRS990/OtherExpensesGrp/TotalAmt329755
IRS990/OtherLiabilitiesGrp/BOYAmt03000
IRS990/OtherLiabilitiesGrp/EOYAmt03000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0707
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0707
IRS990/OtherRevenueTotalAmt0707
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt021754
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt074298
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0649471
IRS990/OtherSalariesAndWagesGrp/TotalAmt0745523
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0251409
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0934310
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04345
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07242
IRS990/PayrollTaxesGrp/ProgramServicesAmt060831
IRS990/PayrollTaxesGrp/TotalAmt072418
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0898
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt017894
IRS990/PensionPlanContributionsGrp/TotalAmt018792
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0130375
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0405488
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01465
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01510
IRS990/PrincipalOfficerNm0SUSAN TACHAU
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01594312
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0228763
IRS990/PYOtherExpensesAmt0426259
IRS990/PYOtherRevenueAmt01473
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0551842
IRS990/PYSalariesCompEmpBnftPaidAmt0846447
IRS990/PYTotalExpensesAmt01272706
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01824548
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0869768
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0885058
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0948853
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02391458
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01594312
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01380021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01045528
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0839477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07250796

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,123,127
Liabilities
$521,577
Net assets
$4,601,550
Revenue
$2,516,283
Expenses
$1,646,515
Net income
$869,768
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.20$0.38$2.82$1.50$2.05$0.56
2023Detailed filing. Detailed filing data is available for this year.$3.69$0.28$3.41$1.61$1.86$0.25
2022Detailed filing. Detailed filing data is available for this year.$5.12$0.52$4.60$2.52$1.65$0.87
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$0.49$4.17$1.82$1.27$0.55
2020Detailed filing. Detailed filing data is available for this year.$5.79$1.12$4.67$1.60$1.23$0.38
2019Detailed filing. Detailed filing data is available for this year.$4.77$0.36$4.41$1.18$1.01$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.57$0.36$4.21$0.95$0.86$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.72$0.61$4.10$1.34$0.74$0.60
2016Detailed filing. Detailed filing data is available for this year.$4.14$0.67$3.47$0.80$0.73$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.22$0.84$3.38$0.85$0.77$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.60$0.34$3.26$0.95$0.68$0.27
2013Summary only. Only limited summary data is available for this year.$3.45$0.54$2.91$0.78$0.61$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.04$2.64$0.54
2011Summary only. Only limited summary data is available for this year.$2.85$0.06$2.79$0.68$0.61$0.07