Civic Intelligence

Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc

990 • Fiscal year 2015 • EIN 23-7159632

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 16, 2016

Organization ProfileWWW.PLANOFMA-RI.ORG
1340 Centre Street Suite 102Newton Centre, MA 02459

(617) 244-5552

Siviq Scores

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

Liabilities / Assets

76th percentile

0.58x

Higher debt load relative to assets than 76% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

3.36x

Higher debt load relative to revenue than 91% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$112,270

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

94th percentile

48%

Faster asset growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

22%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$16,790,686

Up $5,473,537 (+48%) from 2014

Net Assets

Up

$7,013,144

Up $1,330,113 (+23%) from 2014

Liabilities

Up

$9,777,542

Up $4,143,424 (+74%) from 2014

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin92nd percentile

Revenue

Up

$2,913,932

Up $533,520 (+22%) from 2014

Expenses

Up

$1,432,838

Up $251,784 (+21%) from 2014

Net Income

Up

$1,481,094

Up $281,736 (+23%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$60M$40M$20M$0Assets 2010: $2,413,650Liabilities 2010: $1,019,127Net Assets 2010: $1,394,5232010Assets 2012: $3,947,144Liabilities 2012: $928,495Net Assets 2012: $3,018,6492012Assets 2013: $6,416,822Liabilities 2013: $2,214,421Net Assets 2013: $4,202,4012013Assets 2014: $11,317,149Liabilities 2014: $5,634,118Net Assets 2014: $5,683,0312014Assets 2015: $16,790,686Liabilities 2015: $9,777,542Net Assets 2015: $7,013,1442015Assets 2017: $25,382,259Liabilities 2017: $14,733,090Net Assets 2017: $10,649,1692017Assets 2018: $35,118,458Liabilities 2018: $22,065,141Net Assets 2018: $13,053,3172018Assets 2019: $30,660,167Liabilities 2019: $15,374,029Net Assets 2019: $15,286,1382019Assets 2020: $40,108,997Liabilities 2020: $21,887,268Net Assets 2020: $18,221,7292020Assets 2021: $40,914,398Liabilities 2021: $18,878,113Net Assets 2021: $22,036,2852021Assets 2022: $35,106,173Liabilities 2022: $15,277,358Net Assets 2022: $19,828,8152022Assets 2023: $36,207,374Liabilities 2023: $14,860,397Net Assets 2023: $21,346,9772023Assets 2024: $41,204,765Liabilities 2024: $16,741,461Net Assets 2024: $24,463,3042024

Highlighted filing

2015

Assets$16,790,686
Liabilities$9,777,542
Net Assets$7,013,144
Open 2015 Filing

Operations Trend

Revenue Growth81st percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $522,2492010Expenses 2012: $856,8632012Expenses 2013: $857,9752013Revenue 2014: $2,380,412Expenses 2014: $1,181,054Net Income 2014: $1,199,3582014Revenue 2015: $2,913,932Expenses 2015: $1,432,838Net Income 2015: $1,481,0942015Revenue 2017: $3,801,003Expenses 2017: $2,078,794Net Income 2017: $1,722,2092017Revenue 2018: $4,424,393Expenses 2018: $2,219,876Net Income 2018: $2,204,5172018Revenue 2019: $4,476,062Expenses 2019: $2,285,395Net Income 2019: $2,190,6672019Revenue 2020: $5,468,514Expenses 2020: $2,544,373Net Income 2020: $2,924,1412020Revenue 2021: $4,083,286Expenses 2021: $2,953,995Net Income 2021: $1,129,2912021Revenue 2022: $4,823,642Expenses 2022: $3,644,463Net Income 2022: $1,179,1792022Revenue 2023: $4,418,869Expenses 2023: $4,045,769Net Income 2023: $373,1002023Revenue 2024: $5,431,890Expenses 2024: $4,304,574Net Income 2024: $1,127,3162024

Highlighted filing

2015

Revenue$2,913,932
Expenses$1,432,838
Net Income$1,481,094
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 16, 2016
Return Version
2014v6.0
Gross Receipts
$2,913,932
Mission and Program Overview

Mission

Planned lifetime assistance network of massachusetts and rhode island (plan of ma and ri) is a non-profit organization that provides planning and trust management services to individuals with special needs throughout massachusetts and rhode island.

The organization provides planning and trust management services for individuals with disabilities to enhance their quality of life, support their integration into the community, and provide peace of mind to their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,173,874$10,434,732▲ $4,260,858
Investments Other Securities$3,974,882$4,994,127▲ $1,019,245
Accounts Receivable$1,138,988$1,330,695▲ $191,707
Prepaid Expenses and Deferred Charges$12,146$13,650▲ $1,504
Land, Buildings, and Equipment, Net$5,037$5,260▲ $223
Total Assets$11,317,149$16,790,686▲ $5,473,537
Other Assets Total$12,222$12,222→ $0
Liabilities
Other Liabilities$5,612,293$9,747,829▲ $4,135,536
Accounts Payable and Accrued Expenses$21,825$29,713▲ $7,888
Total Liabilities$5,634,118$9,777,542▲ $4,143,424
Net Assets / Fund Balance
Unrestricted Net Assets$5,683,031$7,013,144▲ $1,330,113
Total Net Assets Fund Balance$5,683,031$7,013,144▲ $1,330,113
Total Liabilities and Net Assets / Fund Balance$11,317,149$16,790,686▲ $5,473,537

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,923$16,746$21,669
Leasehold Improvements$337$1,593$1,930
Other Securities$4,994,127--
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patricia FreedmanFormer Executive DirectorPT$112,270$112,270

Board Members and Trustees

NameTitle
David WizanskyPresident
Charles SilsbyVice President
Anna Mctigue PhdDirector
David RozensonDirector
Elizabeth EdgerlyDirector
Elizabeth GoodmanDirector
Nancy Ames SlabineDirector
Phillis SolomonDirector
Seth HaberDirector
Pamela TamesExecutive Director
Lawrence HeimlichClerk
Harold FortnaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,679,899
Investment Income
$234,033
Other Revenue
$0
Change in Net Assets
$1,481,094

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,913,932
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-150,981
Total Revenue per Audited Statements
$2,762,951
Total Revenue per Form 990
$2,913,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$908,921
Salaries, Compensation, and Employee Benefits$509,758
Grants and Similar Amounts Paid$14,159
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$401,517$35,842-$437,359
Fees for Services Management$381,178--$381,178
Fees for Services Legal$129,452$24,390-$153,842
Fees for Services Accounting$48,650$64,521-$113,171
Occupancy$76,560$17,395-$93,955
Payroll Taxes$39,704$3,453-$43,157
Fees for Services Other$23,424$18,001-$41,425
Office Expenses$18,521$18,175-$36,696
Advertising$24,532$3,413-$27,945
Other Employee Benefits$20,199$1,909-$22,108
Travel$17,929$1,049-$18,978
Grants to Domestic Individuals$14,159--$14,159
Pension Plan Contributions$6,563$571-$7,134
Conferences and Meetings$682$5,885-$6,567
Insurance$374$3,331-$3,705
Other Expenses$1,757$409-$2,166
Depreciation Depletion-$1,742-$1,742
All Other Expenses$871$692-$1,563
Total Functional Expenses$1,224,879$207,959$0$1,432,838

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,432,838
Total Expenses per Audited Statements$1,432,838
Total Expenses per Form 990$1,432,838
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on 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
Funds Held in Escrow$9,747,829
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Controller, and finance committee are provided the 990 and review together.”

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

“Periodically monitors compliance with established policy and requires annual sign offs from board members, officers and key employees.bylaws require disclosure to be made whenever a vote is taken at a meeting.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the executive director is approved by the board.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Planned Lifetime Assistance Network
EIN
23-7159632
Phone
6172445552
Address
1340 CENTRE STREET SUITE 102, NEWTON CENTRE, MA 02459

Signing Officer

Name
Hal Fortna
Title
Treasurer
Phone
6172445552
Signed
2016-02-16

Organization Details

Principal Officer
Hal Fortna
Formed
1971
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
7
Volunteers
0

Preparer

Firm
Daniel Dennis & Company Llp
Address
990 WASHINGTON STREET SUITE 308A, DEDHAM, MA 02026
Preparer
Kristoffer Lane
Phone
6172629898
Supplemental Narrative

Additional Explanations

Form 990, Part XII Line 2C

“No change from prior year”

Financial Statement Notes

PART IV, LINE 2B:

“When a beneficiary passes away their funds are moved into an escrow account. The beneficiary's account goes through a closing process, once closed, plan of ma & ri, inc. Issues a check to disburse the funds to the appropriate parties.”

PART X, LINE 2:

“The organization evaluates tax positions taken or expected to be taken in its tax returns to determine whether the tax positions are more-likely-than-not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold, along with accrued interest and penalty thereon would be recorded as an expense in the current year financial statements. At june 30, 2015 the organization believes that it has no uncertain tax positions within any of its open tax years.”

Raw XML AppendixShowing 400 of 518 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/LandBldgEquipBasisNetGrp/EOYAmt05260
IRS990/LandBldgEquipCostOrOtherBssAmt023599
IRS990/LegalDomicileStateCd0MA
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS AND RHODE ISLAND (PLAN OF MA AND RI) IS A NON-PROFIT ORGANIZATION THAT PROVIDES PLANNING AND TRUST MANAGEMENT SERVICES TO INDIVIDUALS WITH SPECIAL NEEDS THROUGHOUT MASSACHUSETTS AND RHODE ISLAND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt07013144
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-150981
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt017395
IRS990/OccupancyGrp/ProgramServicesAmt076560
IRS990/OccupancyGrp/TotalAmt093955
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018175
IRS990/OfficeExpensesGrp/ProgramServicesAmt018521
IRS990/OfficeExpensesGrp/TotalAmt036696
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012222
IRS990/OtherAssetsTotalGrp/EOYAmt012222
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01909
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020199
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022108
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1COMPUTER AND TELEPHONE
IRS990/OtherExpensesGrp/Desc2PAYROLL SERVICE FEES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02603
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1713
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23865
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3409
IRS990/OtherExpensesGrp/ProgramServicesAmt09550
IRS990/OtherExpensesGrp/ProgramServicesAmt19257
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt31757
IRS990/OtherExpensesGrp/TotalAmt012153
IRS990/OtherExpensesGrp/TotalAmt19970
IRS990/OtherExpensesGrp/TotalAmt23865
IRS990/OtherExpensesGrp/TotalAmt32166
IRS990/OtherLiabilitiesGrp/BOYAmt05612293
IRS990/OtherLiabilitiesGrp/EOYAmt09747829
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt035842
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0401517
IRS990/OtherSalariesAndWagesGrp/TotalAmt0437359
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03453
IRS990/PayrollTaxesGrp/ProgramServicesAmt039704
IRS990/PayrollTaxesGrp/TotalAmt043157
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0571
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06563
IRS990/PensionPlanContributionsGrp/TotalAmt07134
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012146
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013650
IRS990/PrincipalOfficerNm0HAL FORTNA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc1REMAINDER FEE
IRS990/ProgramServiceRevenueGrp/Desc2FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01300693
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11126456
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2252750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01300693
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11126456
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2252750
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0124557
IRS990/PYOtherExpensesAmt0735930
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02255855
IRS990/PYRevenuesLessExpensesAmt01199358
IRS990/PYSalariesCompEmpBnftPaidAmt0445124
IRS990/PYTotalExpensesAmt01181054
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02380412
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01481094
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02913932
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01126456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0871646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0934507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0622095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0842182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04396886
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt02679899
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt02255855
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt01844496
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt01481304
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt01524643
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt09786197
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0234033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0124557
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt065364
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt033641
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019398
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0476993
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01553443
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01384209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0941716
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0859209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0682433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05421010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0234033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0124557
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt065364
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt033641
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019398
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0476993
IRS990ScheduleA/InvestmentIncomeCYPct00.02380
IRS990ScheduleA/InvestmentIncomePYPct00.01480
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97620
IRS990ScheduleA/PublicSupportPY509Pct00.98520
IRS990ScheduleA/PublicSupportTotal509Amt019604093
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05359798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04511710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03720719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02962608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03049258
IRS990ScheduleA/Total509Grp/TotalAmt019604093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05593831
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04636267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03786083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02996249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03068656
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020081086
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt010711695
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt05612201
IRS990ScheduleD/DistributionsDuringYearAmt0-6576190
IRS990ScheduleD/EndingBalanceAmt09747706
IRS990ScheduleD/EquipmentGrp/BookValueAmt04923
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016746
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021669
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01432838
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0337
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01593
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01930
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-150981
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09747829
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD IN ESCROW
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04994127
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MARKETABLE SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,790,686
Liabilities
$9,777,542
Net assets
$7,013,144
Revenue
$2,913,932
Expenses
$1,432,838
Net income
$1,481,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.2$16.7$24.5$5.43$4.30$1.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.2$14.9$21.3$4.42$4.05$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.1$15.3$19.8$4.82$3.64$1.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$18.9$22.0$4.08$2.95$1.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.1$21.9$18.2$5.47$2.54$2.92
2019Detailed filing. Detailed filing data is available for this year.$30.7$15.4$15.3$4.48$2.29$2.19
2018Detailed filing. Detailed filing data is available for this year.$35.1$22.1$13.1$4.42$2.22$2.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.4$14.7$10.6$3.80$2.08$1.72
2015Detailed filing. Detailed filing data is available for this year.$16.8$9.78$7.01$2.91$1.43$1.48
2014Detailed filing. Detailed filing data is available for this year.$11.3$5.63$5.68$2.38$1.18$1.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.42$2.21$4.20$0.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.93$3.02$0.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$1.02$1.39$0.52