Civic Intelligence

Intervention Associates

990 • Fiscal year 2015 • EIN 23-3035014

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 27, 2016

531 Plymouth Road No 500Plymouth Meeting, PA 19462

(215) 628-8964

Siviq Scores

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

Liabilities / Assets

95th percentile

1.32x

Higher debt load relative to assets than 95% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

0.47x

Higher debt load relative to revenue than 83% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

43rd percentile

0.7%

Higher net margin than 43% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

97th percentile

$271,493

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 29.9% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

87th percentile

41%

Faster asset growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$321,672

Up $92,798 (+41%) from 2014

Net Assets

Up

-$102,353

Up $6,672 (+6.1%) from 2014

Liabilities

Up

$424,025

Up $86,126 (+25%) from 2014

Revenue

Up

$907,294

Up $110,778 (+14%) from 2014

Expenses

Up

$900,622

Up $61,839 (+7.4%) from 2014

Net Income

Up

$6,672

Up $48,939 (+116%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0MAssets 2010: $595,628Liabilities 2010: $1,258,040Net Assets 2010: -$662,4122010Assets 2011: $1,160,405Liabilities 2011: $1,541,738Net Assets 2011: -$381,3332011Assets 2012: $633,081Liabilities 2012: $1,109,801Net Assets 2012: -$476,7202012Assets 2013: $190,607Liabilities 2013: $257,365Net Assets 2013: -$66,7582013Assets 2014: $228,874Liabilities 2014: $337,899Net Assets 2014: -$109,0252014Assets 2015: $321,672Liabilities 2015: $424,025Net Assets 2015: -$102,3532015Assets 2016: $418,865Liabilities 2016: $579,557Net Assets 2016: -$160,6922016Assets 2017: $394,025Liabilities 2017: $607,202Net Assets 2017: -$213,1772017Assets 2018: $416,554Liabilities 2018: $767,533Net Assets 2018: -$350,9792018Assets 2019: $402,335Liabilities 2019: $781,499Net Assets 2019: -$379,1642019Assets 2020: $244,816Liabilities 2020: $854,604Net Assets 2020: -$609,7882020Assets 2021: $100,861Liabilities 2021: $663,946Net Assets 2021: -$563,0852021Assets 2022: $9,872Liabilities 2022: $16,431Net Assets 2022: -$6,5592022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2015

Assets$321,672
Liabilities$424,025
Net Assets-$102,353

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,984,0702010Revenue 2011: $4,373,169Expenses 2011: $4,092,090Net Income 2011: $281,0792011Revenue 2012: $3,742,955Expenses 2012: $3,838,344Net Income 2012: -$95,3892012Revenue 2013: $556,135Expenses 2013: $638,950Net Income 2013: -$82,8152013Revenue 2014: $796,516Expenses 2014: $838,783Net Income 2014: -$42,2672014Revenue 2015: $907,294Expenses 2015: $900,622Net Income 2015: $6,6722015Revenue 2016: $904,718Expenses 2016: $963,057Net Income 2016: -$58,3392016Revenue 2017: $931,141Expenses 2017: $983,626Net Income 2017: -$52,4852017Revenue 2018: $930,681Expenses 2018: $1,070,545Net Income 2018: -$139,8642018Revenue 2019: $956,850Expenses 2019: $985,035Net Income 2019: -$28,1852019Revenue 2020: $424,028Expenses 2020: $654,652Net Income 2020: -$230,6242020Revenue 2021: $146,543Expenses 2021: $247,283Net Income 2021: -$100,7402021Revenue 2022: $29,434Expenses 2022: $17,936Net Income 2022: $11,4982022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2015

Revenue$907,294
Expenses$900,622
Net Income$6,672
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 27, 2016
Return Version
2015v2.1
Gross Receipts
$907,294
Mission and Program Overview

Mission

Advancing long term care and wellness through innovative solutions that anticipate and respond to lifelong health care needs. Ensuring service excellence and sustainability through our commitment to quaker values.

Care mgmt and guardianship svcs for the elderly and mentally and physically disabled of all ages.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$208,866$271,595▲ $62,729
Cash and Non-Interest-Bearing Accounts$7,421$21,499▲ $14,078
Land, Buildings, and Equipment, Net$4,616$14,790▲ $10,174
Prepaid Expenses and Deferred Charges$3,681$3,585▼ $96
Total Assets$228,874$321,672▲ $92,798
Other Assets Total$4,290$10,203▲ $5,913
Liabilities
Other Liabilities$250,132$315,563▲ $65,431
Accounts Payable and Accrued Expenses$73,835$88,617▲ $14,782
Escrow Account Liability$4,290$10,203▲ $5,913
Deferred Revenue$9,642$9,642→ $0
Total Liabilities$337,899$424,025▲ $86,126
Net Assets / Fund Balance
Unrestricted Net Assets$-109,025$-102,353▲ $6,672
Total Net Assets Fund Balance$-109,025$-102,353▲ $6,672
Total Liabilities and Net Assets / Fund Balance$228,874$321,672▲ $92,798

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,250$15,027$29,277
Other Land Buildings$540$360$900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judith SidererCare ManagerFT$128,894$5,664$134,558
Glenda PhippsCare ManagerFT$113,381$12,299$125,680

Board Members and Trustees

NameTitle
Russell H Bishop JrChair
Carol a BarbourPresident
Anne B HageleBoard Member
Jeffrey GreenBoard Member
Scrudder G StevensBoard Member
Elise LamarraChief Operating Officer
Dianna RienstraTreasurer/secretary/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$907,294
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$6,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$685,284
Other Expenses$215,338
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$466,939$122,735-$589,674
Payroll Taxes$43,417$6,693-$50,110
Advertising-$42,588-$42,588
Fees for Services Management-$40,557-$40,557
Other Employee Benefits$26,266$2,364-$28,630
Occupancy-$23,562-$23,562
Pension Plan Contributions$16,870--$16,870
Interest-$12,122-$12,122
Fees for Services Other-$11,815-$11,815
Insurance$2,889$6,345-$9,234
Information Technology-$9,078-$9,078
Office Expenses$963$7,270-$8,233
Fees for Services Accounting-$8,149-$8,149
Fees for Services Legal-$6,183-$6,183
Travel-$4,002-$4,002
Depreciation Depletion-$1,828-$1,828
Other Expenses$20,059$1,539-$1,539
All Other Expenses$17$639-$656
Fees for Services Lobbying-$96-$96
Total Functional Expenses$577,420$323,202$0$900,622
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$315,563
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 1

The board may establish an executive committee of the board which, to the extent provided in the authorizing resolution and not prohibited by applicable law or by these bylaws, shall have and exercise the authority of the board between meetings of the board.

Form 990, Part VI, Section A, Line 3

Management of intervention associates is delegated to its parent company friends life care partners.

Form 990, Part VI, Section A, Line 7A

The board of directors of the parent company, friends life care partners, elects the filing organization's board of directors. The parent company's board also has the ability to remove any director, without cause, by vote of 2/3 of the parent board. The parent board may also fill vacancies on the filing organization's board.

Form 990, Part VI, Section B, Line 11

The cfo reviews the form 990 with the presidents of friends life care partners and the executive director of intervention associates. The form 990 is then provided to the finance and audit committee and finally to the full board prior to the filing of the return.

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

A conflict of interest policy has been established to identify if any interested person (director, principal officer or member of a committee with board of director delegated powers), has direct or indirect financial interest through direct or indirect business, investment or family. On an annual basis, interested persons have a duty to disclose any actual or possible conflict(s) of interest and are required to sign an affirmation which is given to the chair or executive committee to review. The conflict of interest policy includes procedures for addressing a potential conflict of interest and violations of the policy. Should a conflict of interest exist, the interested person may make a presentation to the board of directors or committee meeting but after the presentation must leave the room while discussion of the transaction is held. Disinterested board members may determine whether the organization can obtain, with reasonable efforts, a more advantageous transaction.

Form 990, Part VI, Section B, Line 15

To ensure the organization operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic review shall be conducted. The periodic reviews shall, at a minimum, include the following subjects: whether compensation arrangements and benefits are reasonable, based on competent survey information and the result of arm's length bargaining. In addition, there is an ad hoc hr committee that initiates compensation reviews. Compensation studies are done on a 3-year rotation (for different groups of employees.) senior management compensation was last reviewed in 2014 and the results reported to the board, one of whom is an hr executive. Senior management compensation will be reviewed again in 2017.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and irs form 990 are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Intervention Associates
EIN
23-3035014
Phone
2156288964
Address
531 PLYMOUTH ROAD NO 500, PLYMOUTH MEETING, PA 19462

Signing Officer

Name
Dianna J Rienstra CPA
Title
Treasurer/secretary and CFO
Phone
2156288964
Signed
2016-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dianna J Rienstra CPA
Formed
2000
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
11
Volunteers
0

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
1650 MARKET STREET SUITE 4500, PHILADELPHIA, PA 19103
Preparer
Julius Green CPA
Phone
2159720701
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 1B:

The organization acts as a guardian for estates whose assets the organization also manages, but the funds are not on the books of the organization.

PART IV, LINE 2B:

The organization oversees bill paying for certain individuals who receive care from the organization.

PART X, LINE 2:

The corporation accounts for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined that there were no tax uncertainties that met the recognition threshold in 2015 or 2014.

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IRS990/OfficeExpensesGrp/ProgramServicesAmt0963
IRS990/OfficeExpensesGrp/TotalAmt08233
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04290
IRS990/OtherAssetsTotalGrp/EOYAmt010203
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02364
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026266
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028630
IRS990/OtherExpensesGrp/Desc0CARE MANAGER EXPENSES
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS EXPENSE
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08155
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17482
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21539
IRS990/OtherExpensesGrp/ProgramServicesAmt020059
IRS990/OtherExpensesGrp/TotalAmt020059
IRS990/OtherExpensesGrp/TotalAmt18155
IRS990/OtherExpensesGrp/TotalAmt27482
IRS990/OtherExpensesGrp/TotalAmt31539
IRS990/OtherLiabilitiesGrp/BOYAmt0250132
IRS990/OtherLiabilitiesGrp/EOYAmt0315563
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0122735
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0466939
IRS990/OtherSalariesAndWagesGrp/TotalAmt0589674
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06693
IRS990/PayrollTaxesGrp/ProgramServicesAmt043417
IRS990/PayrollTaxesGrp/TotalAmt050110
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016870
IRS990/PensionPlanContributionsGrp/TotalAmt016870
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03681
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03585
IRS990/PrincipalOfficerNm0DIANNA J RIENSTRA CPA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/BusinessCd2621610
IRS990/ProgramServiceRevenueGrp/Desc0SVC FEES-CARE MG
IRS990/ProgramServiceRevenueGrp/Desc1SVC FEES-GUARDIANSHIP
IRS990/ProgramServiceRevenueGrp/Desc2FITC PLUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0833277
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt170667
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0833277
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt170667
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23350
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0284318
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0796516
IRS990/PYRevenuesLessExpensesAmt0-42267
IRS990/PYSalariesCompEmpBnftPaidAmt0554465
IRS990/PYTotalExpensesAmt0838783
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0796516
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt06672
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0907294
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FITC PLUS INCOME - 2015 AMOUNT: $ 3,350.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014828
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017041
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt031869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0903944
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0796516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0556135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03728127
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04356128
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010340850
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014828
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt031869
IRS990ScheduleA/InvestmentIncomeCYPct00.00310
IRS990ScheduleA/InvestmentIncomePYPct00.00290
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt03350
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03350
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99660
IRS990ScheduleA/PublicSupportPY509Pct00.99760
IRS990ScheduleA/PublicSupportTotal509Amt010340850
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0903944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0796516
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0556135
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03728127
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04356128
IRS990ScheduleA/Total509Grp/TotalAmt010340850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0907294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0796516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0556135
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03742955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04373169
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010376069
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/DirectContactLegislatorsInd00
IRS990ScheduleC/GrantsOtherOrganizationsInd00
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsInd00
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/OtherActivitiesAmt096
IRS990ScheduleC/OtherActivitiesInd01
IRS990ScheduleC/PaidStaffOrManagementInd00
IRS990ScheduleC/PublicationsOrBroadcastInd00
IRS990ScheduleC/RalliesDemonstrationsInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0INTERVENTION ASSOCIATES PAYS DUES TO LEADING AGE PA WHICH ADVOCATES FOR NURSING HOMES AND OTHER CARE FACILITIES FOR THE AGED. SMALL PORTIONS OF THE DUES TO THESE ASSOCIATIONS ARE USED FOR LOBBYING EXPENSES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II-B, LINE 1:
IRS990ScheduleC/TotalLobbyingExpendituresAmt096
IRS990ScheduleC/VolunteersInd00
IRS990ScheduleD/AdditionsDuringYearAmt0443215
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt0302917
IRS990ScheduleD/DistributionsDuringYearAmt0427155
IRS990ScheduleD/EndingBalanceAmt0318977
IRS990ScheduleD/EquipmentGrp/BookValueAmt014250
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015027
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt029277
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0540
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0360
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0315563
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACTS AS A GUARDIAN FOR ESTATES WHOSE ASSETS THE ORGANIZATION ALSO MANAGES, BUT THE FUNDS ARE NOT ON THE BOOKS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION OVERSEES BILL PAYING FOR CERTAIN INDIVIDUALS WHO RECEIVE CARE FROM THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE CORPORATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2015 OR 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 1B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014790
IRS990ScheduleD/TotalLiabilityAmt0315563
IRS990ScheduleJ/AnyNonFixedPaymentsInd01
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt018687
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt17586
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt26782
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0226394
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1164310
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2158409
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt011282
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt17834
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt27330
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.02$0.01$0.03$0.02$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.66$0.56$0.15$0.25$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.85$0.61$0.42$0.65$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.78$0.38$0.96$0.99$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.77$0.35$0.93$1.07$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.61$0.21$0.93$0.98$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.58$0.16$0.90$0.96$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.42$0.10$0.91$0.90$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.34$0.11$0.80$0.84$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.19$0.26$0.07$0.56$0.64$0.08
2012Summary only. Only limited summary data is available for this year.$0.63$1.11$0.48$3.74$3.84$0.10
2011Summary only. Only limited summary data is available for this year.$1.16$1.54$0.38$4.37$4.09$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$1.26$0.66$3.98