Civic Intelligence

Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc

990 • Fiscal year 2018 • EIN 23-7159632

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 02, 2019

Organization ProfileWWW.PLANOFMA-RI.ORG
50 Cabot Street Suite 206Needham, MA 02494

(617) 244-5552

Siviq Scores

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

Liabilities / Assets

79th percentile

0.63x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

4.99x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

27th percentile

$169,661

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

93rd percentile

38%

Faster asset growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$35,118,458

Up $9,736,199 (+38%) from 2017

Net Assets

Up

$13,053,317

Up $2,404,148 (+23%) from 2017

Liabilities

Up

$22,065,141

Up $7,332,051 (+50%) from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin91st percentile

Revenue

Up

$4,424,393

Up $623,390 (+16%) from 2017

Expenses

Up

$2,219,876

Up $141,082 (+6.8%) from 2017

Net Income

Up

$2,204,517

Up $482,308 (+28%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2018

Assets$35,118,458
Liabilities$22,065,141
Net Assets$13,053,317
Open 2018 Filing

Operations Trend

Revenue Growth74th 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

2018

Revenue$4,424,393
Expenses$2,219,876
Net Income$2,204,517
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 2, 2019
Return Version
2017v2.3
Gross Receipts
$4,424,393
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$15,340,803$23,521,805▲ $8,181,002
Investments Other Securities$7,754,309$8,645,718▲ $891,409
Accounts Receivable$2,200,861$2,865,314▲ $664,453
Land, Buildings, and Equipment, Net$52,672$47,287▼ $5,385
Prepaid Expenses and Deferred Charges$13,781$18,501▲ $4,720
Total Assets$25,382,259$35,118,458▲ $9,736,199
Other Assets Total$19,833$19,833→ $0
Liabilities
Escrow Account Liability$14,689,790$22,005,479▲ $7,315,689
Accounts Payable and Accrued Expenses$43,300$45,318▲ $2,018
Other Liabilities$0$14,344▲ $14,344
Total Liabilities$14,733,090$22,065,141▲ $7,332,051
Net Assets / Fund Balance
Unrestricted Net Assets$10,649,169$13,053,317▲ $2,404,148
Total Net Assets Fund Balance$10,649,169$13,053,317▲ $2,404,148
Total Liabilities and Net Assets / Fund Balance$25,382,259$35,118,458▲ $9,736,199

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$47,287$21,420$68,707
Other Securities$8,645,718--
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela TamesExecutive DirectorFT$154,684$14,977$169,661
Joan CoulterDirector of Finance & AdministrationFT$138,023$6,211$144,234

Board Members and Trustees

NameTitle
David WizanskyPresident
Charles SilsbyVice President
Anna Mctigue PhdDirector
Cliff SmithDirector
Karen SmithDirector
Lawrence HeimlichDirector
Nancy Ames SlabineDirector
Peter RothDirector
Seth HaberDirector
David RozensonClerk
Harold FortnaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Wade And Horowitz LLCAttorney1309 BEACON STREET, Brookline, MA 02446$136,515
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,078,636
Investment Income
$345,757
Other Revenue
$0
Change in Net Assets
$2,204,517

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,424,393
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$199,631
Total Revenue per Audited Statements
$4,624,024
Total Revenue per Form 990
$4,424,393
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,020,062
Salaries, Compensation, and Employee Benefits$1,019,421
Grants and Similar Amounts Paid$180,393
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$455,945$252,539-$708,484
Fees for Services Management$518,118--$518,118
Current Officers, Directors, Trustees, and Key Employees$99,244$54,969-$154,213
Grants to Domestic Individuals$151,393--$151,393
Fees for Services Legal$132,485$2,535-$135,020
Occupancy$73,870$40,924-$114,794
Payroll Taxes$46,779$25,915-$72,694
Fees for Services Other$39,579$26,014-$65,593
Other Employee Benefits$49,034$14,239-$63,273
Office Expenses$15,563$14,720-$30,283
Grants to Domestic Orgs$29,000--$29,000
Advertising$16,916$7,792-$24,708
Pension Plan Contributions$12,863$7,894-$20,757
Travel$13,669$1,804-$15,473
Conferences and Meetings$6,909$8,418-$15,327
Fees for Services Accounting-$15,275-$15,275
Depreciation Depletion$7,352$4,073-$11,425
Insurance$6,227$2,975-$9,202
Other Expenses$4,741$2,626-$7,367
All Other Expenses$3,708$2,055-$5,763
Total Functional Expenses$1,715,810$504,066$0$2,219,876

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
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Arc of MaWaltham, MA501(c)(3)To Support Direct Services That Will Enhance the Quality of Life of People With Disabilities$25,000
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
Deferred Rent$14,344
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 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 11B

“Finance committee, executive director and director of finance review”

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
50 CABOT STREET SUITE 206, NEEDHAM, MA 02494

Signing Officer

Name
Hal Fortna
Title
Treasurer
Phone
6172445552
Signed
2019-04-02

Organization Details

Principal Officer
Hal Fortna
Formed
1971
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
12
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 his or her 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, 2018 the organization believes that it has no uncertain tax positions within any of its open tax years.”

Raw XML AppendixShowing 400 of 584 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/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF FINANCE & ADMINISTRATION
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0151393
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt029000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt029000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04424393
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02975
IRS990/InsuranceGrp/ProgramServicesAmt06227
IRS990/InsuranceGrp/TotalAmt09202
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0345757
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0345757
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07754309
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08645718
IRS990/IRPDocumentCnt0125
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021420
IRS990/LandBldgEquipBasisNetGrp/BOYAmt052672
IRS990/LandBldgEquipBasisNetGrp/EOYAmt047287
IRS990/LandBldgEquipCostOrOtherBssAmt068707
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
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
IRS990/NetAssetsOrFundBalancesBOYAmt010649169
IRS990/NetAssetsOrFundBalancesEOYAmt013053317
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0199631
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt040924
IRS990/OccupancyGrp/ProgramServicesAmt073870
IRS990/OccupancyGrp/TotalAmt0114794
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014720
IRS990/OfficeExpensesGrp/ProgramServicesAmt015563
IRS990/OfficeExpensesGrp/TotalAmt030283
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019833
IRS990/OtherAssetsTotalGrp/EOYAmt019833
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014239
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt049034
IRS990/OtherEmployeeBenefitsGrp/TotalAmt063273
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1POSTAGE AND PRINTING
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3TELEPHONE AND INTERNET
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09561
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15299
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24439
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32626
IRS990/OtherExpensesGrp/ProgramServicesAmt017260
IRS990/OtherExpensesGrp/ProgramServicesAmt19563
IRS990/OtherExpensesGrp/ProgramServicesAmt25592
IRS990/OtherExpensesGrp/ProgramServicesAmt34741
IRS990/OtherExpensesGrp/TotalAmt026821
IRS990/OtherExpensesGrp/TotalAmt114862
IRS990/OtherExpensesGrp/TotalAmt210031
IRS990/OtherExpensesGrp/TotalAmt37367
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt014344
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0252539
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0455945
IRS990/OtherSalariesAndWagesGrp/TotalAmt0708484
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025915
IRS990/PayrollTaxesGrp/ProgramServicesAmt046779
IRS990/PayrollTaxesGrp/TotalAmt072694
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07894
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012863
IRS990/PensionPlanContributionsGrp/TotalAmt020757
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013781
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018501
IRS990/PrincipalOfficerNm0HAL FORTNA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1541610
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0REMAINDER FEE
IRS990/ProgramServiceRevenueGrp/Desc1MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc2FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02019986
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11798170
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2260480
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02019986
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11798170
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2260480
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt063069
IRS990/PYInvestmentIncomeAmt0225735
IRS990/PYOtherExpensesAmt01095484
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03575268
IRS990/PYRevenuesLessExpensesAmt01722209
IRS990/PYSalariesCompEmpBnftPaidAmt0920241
IRS990/PYTotalExpensesAmt02078794
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03801003
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02204517
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04078636
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02019986
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01495657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01282678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01126456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0871646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06796423
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0345757
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0225735
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0214674
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0234033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0124557
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01144756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02058650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01974599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01841577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01553443
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01384209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08812478
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0345757
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0225735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0214674
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0234033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0124557
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01144756
IRS990ScheduleA/InvestmentIncomeCYPct00.06830
IRS990ScheduleA/InvestmentIncomePYPct00.03130
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93170
IRS990ScheduleA/PublicSupportPY509Pct00.96870
IRS990ScheduleA/PublicSupportTotal509Amt015608901
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04078636
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03470256
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03124255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02679899
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02255855
IRS990ScheduleA/Total509Grp/TotalAmt015608901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04424393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03695991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03338929
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02913932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02380412
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016753657
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/DirectContactLegislatorsAmt05601
IRS990ScheduleC/DirectContactLegislatorsInd01
IRS990ScheduleC/GrantsOtherOrganizationsInd00
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsInd00
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/OtherActivitiesInd00
IRS990ScheduleC/PaidStaffOrManagementInd00
IRS990ScheduleC/PublicationsOrBroadcastInd00
IRS990ScheduleC/RalliesDemonstrationsInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION TESTIFIED AT A LEGISLATIVE HEARING, SENT LETTERS VIA HAND DELIVERY AND EMAIL TO GOVERNMENT OFFICES AND TO LEGISLATORS. SENT EMAILS TO OTHER ORGANIZATIONS, AND MET WITH GOVERNMENT OFFICIALS, LEGISLATORS AND LEGISLATIVE AIDES FOR THE PURPOSE OF DISCUSSING A BILL.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II-B, LINE 1:
IRS990ScheduleC/TotalLobbyingExpendituresAmt05601
IRS990ScheduleC/VolunteersInd00
IRS990ScheduleD/AdditionsDuringYearAmt017379572
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt014689790
IRS990ScheduleD/DistributionsDuringYearAmt010063883

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$35,118,458
Liabilities
$22,065,141
Net assets
$13,053,317
Revenue
$4,424,393
Expenses
$2,219,876
Net income
$2,204,517
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