Civic Intelligence

The Good Shepherd Fund

990 • Fiscal year 2016 • EIN 23-7093399

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization ProfileWWW.GOODSHEPHERDFUND.ORG

View Organization Page

1641 N First St No 155San Jose, CA 95112

(408) 573-9606

Siviq Scores

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

Liabilities / Assets

80th percentile

0.68x

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

10.55x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

63rd percentile

6.1%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

24th percentile

$157,875

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

46th percentile

1.5%

Faster asset growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

33%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$30,906,449

Up $448,180 (+1.5%) from 2015

Net Assets

Down

$9,742,914

Down $707,052 (-6.8%) from 2015

Liabilities

Up

$21,163,535

Up $1,155,232 (+5.8%) from 2015

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin63rd percentile

Revenue

Up

$2,005,950

Up $498,470 (+33%) from 2015

Expenses

Up

$1,884,275

Up $9,294 (+0.5%) from 2015

Net Income

Up

$121,675

Up $489,176 (+133%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$40M$30M$20M$10M$0Assets 2014: $30,120,551Liabilities 2014: $20,173,828Net Assets 2014: $9,946,7232014Assets 2015: $30,458,269Liabilities 2015: $20,008,303Net Assets 2015: $10,449,9662015Assets 2016: $30,906,449Liabilities 2016: $21,163,535Net Assets 2016: $9,742,9142016Assets 2017: $32,386,932Liabilities 2017: $22,240,118Net Assets 2017: $10,146,8142017Assets 2018: $31,994,553Liabilities 2018: $23,128,472Net Assets 2018: $8,866,0812018Assets 2020: $5,666,558Liabilities 2020: $2,450,595Net Assets 2020: $3,215,9632020Assets 2021: $6,406,553Liabilities 2021: $2,854,785Net Assets 2021: $3,551,7682021Assets 2022: $4,671,075Liabilities 2022: $237,373Net Assets 2022: $4,433,7022022Assets 2023: $4,266,136Liabilities 2023: $193,918Net Assets 2023: $4,072,2182023Assets 2024: $4,431,579Liabilities 2024: $153,842Net Assets 2024: $4,277,7372024

Highlighted filing

2016

Assets$30,906,449
Liabilities$21,163,535
Net Assets$9,742,914
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2014: $1,828,745Expenses 2014: $1,370,526Net Income 2014: $458,2192014Revenue 2015: $1,507,480Expenses 2015: $1,874,981Net Income 2015: -$367,5012015Revenue 2016: $2,005,950Expenses 2016: $1,884,275Net Income 2016: $121,6752016Revenue 2017: $1,823,948Expenses 2017: $2,240,712Net Income 2017: -$416,7642017Revenue 2018: $1,471,331Expenses 2018: $2,593,550Net Income 2018: -$1,122,2192018Revenue 2020: $1,441,883Expenses 2020: $2,810,120Net Income 2020: -$1,368,2372020Revenue 2021: $2,247,954Expenses 2021: $1,715,344Net Income 2021: $532,6102021Revenue 2022: $2,802,584Expenses 2022: $1,869,696Net Income 2022: $932,8882022Revenue 2023: $2,547,873Expenses 2023: $2,843,804Net Income 2023: -$295,9312023Revenue 2024: $2,231,626Expenses 2024: $2,170,949Net Income 2024: $60,6772024

Highlighted filing

2016

Revenue$2,005,950
Expenses$1,884,275
Net Income$121,675
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$6,642,197
Mission and Program Overview

Mission

To provide compassionate support to people with developmental disabilities and related disabilities, and their families.

Conservatorship, guardianship, and trusteeship services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,080,974$27,392,301▲ $4,311,327
Cash and Non-Interest-Bearing Accounts$5,349,580$1,054,365▼ $4,295,215
Accounts Receivable$55,831$342,330▲ $286,499
Land, Buildings, and Equipment, Net$48,631$111,172▲ $62,541
Prepaid Expenses and Deferred Charges$23,605$28,347▲ $4,742
Other Notes and Loans Receivable, Net$19,464$21,310▲ $1,846
Total Assets$30,458,269$30,906,449▲ $448,180
Other Assets Total$1,880,184$1,956,624▲ $76,440
Liabilities
Other Liabilities$19,113,438$19,814,916▲ $701,478
Accounts Payable and Accrued Expenses$894,865$1,055,469▲ $160,604
Deferred Revenue-$293,150-
Total Liabilities$20,008,303$21,163,535▲ $1,155,232
Net Assets / Fund Balance
Unrestricted Net Assets$5,989,693$5,792,957▼ $196,736
Temporarily Rstr Net Assets$3,714,817$3,208,936▼ $505,881
Permanently Rstr Net Assets$745,456$741,021▼ $4,435
Total Net Assets Fund Balance$10,449,966$9,742,914▼ $707,052
Total Liabilities and Net Assets / Fund Balance$30,458,269$30,906,449▲ $448,180

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$111,172$229,154$340,326
Other Assets Org$1,956,624--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,165,332-▲ $188,349-$1,345,464
2014$1,105,742-▲ $67,698-$1,165,332
2013$949,196$8,300▲ $156,578-$1,105,742
2012$856,138$100▲ $99,791-$949,296
2011$858,682-▲ $3,787-$856,138
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom AvramisCEOFT$97,875$60,000$157,875
Nate SchnackenbergCOOFT$121,910-$121,910

Board Members and Trustees

NameTitle
David JohnsonPresident
David HealdVice President
Arthur LarsonTrustee
Bob TurriniTrustee
Trevor PattersonTrustee
William MorrisTrustee
Susan BesserSecretary
Reuben HelickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$226,605
Program Service Revenue
$711,472
Investment Income
$1,016,744
Other Revenue
$51,129
All Other Contributions
$226,605
Change in Net Assets
$121,675

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,005,950
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,005,950
Total Revenue per Form 990
$2,005,950
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$965,969
Other Expenses$918,306
Total Fundraising Expense$217,425
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$511,289$45,532$64,014$620,835
Payments to Affiliates$268,190--$268,190
Fees for Services Accounting$176,041$23,645$12,610$212,296
Current Officers, Directors, Trustees, and Key Employees$66,389$50,448$83,950$200,787
Fees for Services Other$84,165$16,395$8,744$109,304
Conferences and Meetings$72,777$10,884$5,805$89,466
Other Employee Benefits$44,094$8,590$23,866$76,550
Payroll Taxes$59,305$5,538$2,954$67,797
Occupancy$41,590$8,102$4,321$54,013
Insurance$36,215$7,055$3,763$47,033
Information Technology$21,412$1,814$968$24,194
Advertising$15,726$2,846$1,518$20,090
Depreciation Depletion$13,555$992$529$15,076
Fees for Services Legal$10,765$1,446$771$12,982
Office Expenses$8,790$1,676$894$11,360
Fees for Service Investment Mgmnt Fees$6,512$1,112$593$8,217
All Other Expenses$5,340$1,014$735$7,089
Other Expenses$3,414$643$343$4,400
Total Functional Expenses$1,477,154$189,696$217,425$1,884,275

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
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
Amounts Due to Others$19,814,916
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed for completeness and accuracy by the board of directors. Approval of the form 990 is documented in the minutes.”

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

“Each employee and director completes a disclosure statement annually and updates it if changes occur. Disclosure statements are filed with the president who brings potential conflicts to the attention to the board of trustees. The board of trustees determines whether a conflict exist and is material, and is in presence of an existing material conflict, whether a contemplated transaction may be authorized as just, fair, and reasonable to the good shepherd fund. The decision of the board of trustees on these matters rests in their sole discretion, and their concern is the welfare of the good shepherd fund and the advancement of its purpose.”

Form 990, Part VI, Section B, Line 15

“The compensation of officers and key employees is based on comparable market rates in the organization's geographical area and are approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
The Good Shepherd Fund
EIN
23-7093399
Phone
4085739606
Address
1641 N FIRST ST NO 155, SAN JOSE, CA 95112

Signing Officer

Name
Tom Avramis
Title
CEO
Phone
4085739606
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Avramis
Formed
1970
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
15
Volunteers
8

Preparer

Firm
Petrinovich Pugh & Company Llp
Address
333 WEST SANTA CLARA ST 830, SAN JOSE, CA 95113-1716
Preparer
Edward a Davis
Phone
4082877911
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“Teh good shepherd fund serves as a custodian for various assets owned by others. The purpose for this relationship is to manage and invest funds for others as well as providing certain services to individuals ranging from basic bill paying to making sure the conservatee or beneficiary is properly housed, cared for, and that food, medical care and special persoanl needs are met. Included in this category are the assets of several bethesda lutheran communities endowment funds, which are maintained in the money market funds by the fund.”

PART V, LINE 4:

“The good shepherd fund endowments consist of donor restricted individual funds established for earnings theron to support general operations, trust and conservatorship services, and the pal program.”

Raw XML AppendixShowing 400 of 534 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/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0231060
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0231060
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023080974
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027392301
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0229154
IRS990/LandBldgEquipBasisNetGrp/BOYAmt048631
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0111172
IRS990/LandBldgEquipCostOrOtherBssAmt0340326
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04636247
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE COMPASSIONATE SUPPORT TO PEOPLE WITH DEVELOPMENTAL DISABILITIES AND RELATED DISABILITIES, AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010449966
IRS990/NetAssetsOrFundBalancesEOYAmt09742914
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0785684
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0785684
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-828727
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04321
IRS990/OccupancyGrp/ManagementAndGeneralAmt08102
IRS990/OccupancyGrp/ProgramServicesAmt041590
IRS990/OccupancyGrp/TotalAmt054013
IRS990/OfficeExpensesGrp/FundraisingAmt0894
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01676
IRS990/OfficeExpensesGrp/ProgramServicesAmt08790
IRS990/OfficeExpensesGrp/TotalAmt011360
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01880184
IRS990/OtherAssetsTotalGrp/EOYAmt01956624
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt023866
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08590
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt044094
IRS990/OtherEmployeeBenefitsGrp/TotalAmt076550
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc3POSTAGE
IRS990/OtherExpensesGrp/FundraisingAmt01047
IRS990/OtherExpensesGrp/FundraisingAmt1343
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01964
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1643
IRS990/OtherExpensesGrp/ProgramServicesAmt017001
IRS990/OtherExpensesGrp/ProgramServicesAmt17457
IRS990/OtherExpensesGrp/ProgramServicesAmt27127
IRS990/OtherExpensesGrp/ProgramServicesAmt33414
IRS990/OtherExpensesGrp/TotalAmt020012
IRS990/OtherExpensesGrp/TotalAmt17457
IRS990/OtherExpensesGrp/TotalAmt27127
IRS990/OtherExpensesGrp/TotalAmt34400
IRS990/OtherLiabilitiesGrp/BOYAmt019113438
IRS990/OtherLiabilitiesGrp/EOYAmt019814916
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS AND REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt051129
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt051129
IRS990/OtherRevenueTotalAmt051129
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt064014
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt045532
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0511289
IRS990/OtherSalariesAndWagesGrp/TotalAmt0620835
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt019464
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt021310
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0268190
IRS990/PaymentsToAffiliatesGrp/TotalAmt0268190
IRS990/PayrollTaxesGrp/FundraisingAmt02954
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05538
IRS990/PayrollTaxesGrp/ProgramServicesAmt059305
IRS990/PayrollTaxesGrp/TotalAmt067797
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0745456
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0741021
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023605
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt028347
IRS990/PrincipalOfficerNm0TOM AVRAMIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0711472
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0711472
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0695051
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-774211
IRS990/PYOtherExpensesAmt0778237
IRS990/PYOtherRevenueAmt01086429
IRS990/PYProgramServiceRevenueAmt0500211
IRS990/PYRevenuesLessExpensesAmt0-367501
IRS990/PYSalariesCompEmpBnftPaidAmt01096744
IRS990/PYTotalExpensesAmt01874981
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01507480
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0121675
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0741472
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0226605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0695051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0831750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0673654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0374845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02801905
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0231060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0309551
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01678410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0887406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0236580
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03343007
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt051129
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02667
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04505
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05159
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt06682
IRS990ScheduleA/OtherIncome170Grp/TotalAmt070142
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45080
IRS990ScheduleA/PublicSupportPY170Pct00.45910
IRS990ScheduleA/PublicSupportTotal170Amt02801905
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0226605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0695051
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0831750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0673654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0374845
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02801905
IRS990ScheduleA/TotalSupportAmt06215054
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt08217
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01165332
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01345464
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0188349
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08108
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01105742
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01165332
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt067698
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08332
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0949196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08300
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01105742
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0156578
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06733
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0856138
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0949296
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt099791
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06331
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0858682
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0856138
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03787
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt00
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt00
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0745456
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0111172
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0229154
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0340326
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01956624
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REAL ESTATE HELD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019814916

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$30,906,449
Liabilities
$21,163,535
Net assets
$9,742,914
Revenue
$2,005,950
Expenses
$1,884,275
Net income
$121,675
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.43$0.15$4.28$2.23$2.17$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$0.19$4.07$2.55$2.84$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.24$4.43$2.80$1.87$0.93
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.41$2.85$3.55$2.25$1.72$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$2.45$3.22$1.44$2.81$1.37
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.0$23.1$8.87$1.47$2.59$1.12
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.4$22.2$10.1$1.82$2.24$0.42
2016Detailed filing. Detailed filing data is available for this year.$30.9$21.2$9.74$2.01$1.88$0.12
2015Detailed filing. Detailed filing data is available for this year.$30.5$20.0$10.4$1.51$1.87$0.37
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.1$20.2$9.95$1.83$1.37$0.46
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $25M-$50M nonprofits