Civic Intelligence

Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc

990 • Fiscal year 2019 • EIN 23-7159632

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 30, 2020

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

71st percentile

0.50x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

3.43x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$180,742

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

5th percentile

-13%

Faster asset growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

1.2%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$30,660,167

Down $4,458,291 (-13%) from 2018

Net Assets

Up

$15,286,138

Up $2,232,821 (+17%) from 2018

Liabilities

Down

$15,374,029

Down $6,691,112 (-30%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin91st percentile

Revenue

Up

$4,476,062

Up $51,669 (+1.2%) from 2018

Expenses

Up

$2,285,395

Up $65,519 (+3.0%) from 2018

Net Income

Down

$2,190,667

Down $13,850 (-0.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2019

Assets$30,660,167
Liabilities$15,374,029
Net Assets$15,286,138
Open 2019 Filing

Operations Trend

Revenue Growth40th 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

2019

Revenue$4,476,062
Expenses$2,285,395
Net Income$2,190,667
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 30, 2020
Return Version
2018v3.1
Gross Receipts
$4,476,062
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$23,521,805$17,498,524▼ $6,023,281
Investments Other Securities$8,645,718$10,552,050▲ $1,906,332
Accounts Receivable$2,865,314$2,533,214▼ $332,100
Land, Buildings, and Equipment, Net$47,287$40,523▼ $6,764
Prepaid Expenses and Deferred Charges$18,501$16,023▼ $2,478
Total Assets$35,118,458$30,660,167▼ $4,458,291
Other Assets Total$19,833$19,833→ $0
Liabilities
Escrow Account Liability$22,005,479$15,312,000▼ $6,693,479
Accounts Payable and Accrued Expenses$45,318$46,021▲ $703
Other Liabilities$14,344$16,008▲ $1,664
Total Liabilities$22,065,141$15,374,029▼ $6,691,112
Net Assets / Fund Balance
Unrestricted Net Assets$13,053,317$15,286,138▲ $2,232,821
Total Net Assets Fund Balance$13,053,317$15,286,138▲ $2,232,821
Total Liabilities and Net Assets / Fund Balance$35,118,458$30,660,167▼ $4,458,291

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$40,523$33,497$74,020
Other Securities$10,552,050--
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela TamesExecutive DirectorFT$166,105$14,637$180,742
Joan McgrathDirector of Finance & AdmiFT$147,912$4,273$152,185

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$114,715
Rk NeedhamLandlord50 CABOT ST 200, Needham, MA 02494$108,792
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,928,359
Investment Income
$544,935
Other Revenue
$2,768
Change in Net Assets
$2,190,667

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,476,062
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$42,154
Total Revenue per Audited Statements
$4,518,216
Total Revenue per Form 990
$4,476,062
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,155,236
Other Expenses$992,326
Grants and Similar Amounts Paid$137,833
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$538,483$259,033-$797,516
Fees for Services Management$498,666--$498,666
Current Officers, Directors, Trustees, and Key Employees$112,154$53,951-$166,105
Occupancy$80,491$38,719-$119,210
Fees for Services Legal$110,986$4,629-$115,615
Grants to Domestic Individuals$115,139--$115,139
Other Employee Benefits$71,712$17,674-$89,386
Fees for Services Other$19,437$63,477-$82,914
Payroll Taxes$54,624$26,277-$80,901
Office Expenses$28,018$18,424-$46,442
Grants to Domestic Orgs$22,694--$22,694
Travel$20,097$2,052-$22,149
Pension Plan Contributions$14,401$6,927-$21,328
Advertising$10,427$3,704-$14,131
Insurance$8,337$4,010-$12,347
Depreciation Depletion$8,154$3,923-$12,077
Conferences and Meetings$6,909$4,834-$11,743
Fees for Services Accounting-$11,440-$11,440
Other Expenses$715$4,009-$4,724
Total Functional Expenses$1,749,038$536,357$0$2,285,395

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,285,395
Total Expenses per Audited Statements$2,285,395
Total Expenses per Form 990$2,285,395
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$16,008
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
2020-01-30

Organization Details

Principal Officer
Hal Fortna
Formed
1971
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
17
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, 2019 the organization believes that it has no uncertain tax positions within any of its open tax years.”

Raw XML AppendixShowing 400 of 600 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF FINANCE & ADMI
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0137833
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0115139
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0115139
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt022694
IRS990/GrantsToDomesticOrgsGrp/TotalAmt022694
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04476062
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04010
IRS990/InsuranceGrp/ProgramServicesAmt08337
IRS990/InsuranceGrp/TotalAmt012347
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0544935
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0544935
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08645718
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010552050
IRS990/IRPDocumentCnt0111
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt033497
IRS990/LandBldgEquipBasisNetGrp/BOYAmt047287
IRS990/LandBldgEquipBasisNetGrp/EOYAmt040523
IRS990/LandBldgEquipCostOrOtherBssAmt074020
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/NetAssetsOrFundBalancesBOYAmt013053317
IRS990/NetAssetsOrFundBalancesEOYAmt015286138
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt042154
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt038719
IRS990/OccupancyGrp/ProgramServicesAmt080491
IRS990/OccupancyGrp/TotalAmt0119210
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018424
IRS990/OfficeExpensesGrp/ProgramServicesAmt028018
IRS990/OfficeExpensesGrp/TotalAmt046442
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019833
IRS990/OtherAssetsTotalGrp/EOYAmt019833
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017674
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt071712
IRS990/OtherEmployeeBenefitsGrp/TotalAmt089386
IRS990/OtherExpensesGrp/Desc0INFORMATION TECHNOLOGY
IRS990/OtherExpensesGrp/Desc1TELEPHONE AND INTERNET
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08708
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12566
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34009
IRS990/OtherExpensesGrp/ProgramServicesAmt018103
IRS990/OtherExpensesGrp/ProgramServicesAmt15332
IRS990/OtherExpensesGrp/ProgramServicesAmt24159
IRS990/OtherExpensesGrp/ProgramServicesAmt3715
IRS990/OtherExpensesGrp/TotalAmt026811
IRS990/OtherExpensesGrp/TotalAmt17898
IRS990/OtherExpensesGrp/TotalAmt26159
IRS990/OtherExpensesGrp/TotalAmt34724
IRS990/OtherLiabilitiesGrp/BOYAmt014344
IRS990/OtherLiabilitiesGrp/EOYAmt016008
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02768
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02768
IRS990/OtherRevenueTotalAmt02768
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0259033
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0538483
IRS990/OtherSalariesAndWagesGrp/TotalAmt0797516
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026277
IRS990/PayrollTaxesGrp/ProgramServicesAmt054624
IRS990/PayrollTaxesGrp/TotalAmt080901
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06927
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014401
IRS990/PensionPlanContributionsGrp/TotalAmt021328
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018501
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016023
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/RelatedOrExemptFuncIncomeAmt01891937
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11739561
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2296861
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01891937
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11739561
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2296861
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0180393
IRS990/PYInvestmentIncomeAmt0345226
IRS990/PYOtherExpensesAmt01020062
IRS990/PYOtherRevenueAmt0531
IRS990/PYProgramServiceRevenueAmt04078636
IRS990/PYRevenuesLessExpensesAmt02204517
IRS990/PYSalariesCompEmpBnftPaidAmt01019421
IRS990/PYTotalExpensesAmt02219876
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04424393
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02190667
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03928359
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01891937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02019986
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01495657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01282678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01126456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07816714
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0547703
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0345757
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0225735
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0214674
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0234033
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01567902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02036422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02058650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01974599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01841577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01553443
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09464691
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0547703
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0345757
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0225735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0214674
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0234033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01567902
IRS990ScheduleA/InvestmentIncomeCYPct00.08320
IRS990ScheduleA/InvestmentIncomePYPct00.06830
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91680
IRS990ScheduleA/PublicSupportPY509Pct00.93170
IRS990ScheduleA/PublicSupportTotal509Amt017281405
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03928359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04078636
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03470256
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03124255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02679899
IRS990ScheduleA/Total509Grp/TotalAmt017281405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04476062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04424393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03695991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03338929
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02913932
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt018849307
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/DirectContactLegislatorsAmt0907
IRS990ScheduleC/DirectContactLegislatorsInd01
IRS990ScheduleC/GrantsOtherOrganizationsInd00
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsInd00
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/OtherActivitiesInd00
IRS990ScheduleC/PaidStaffOrManagementInd00
IRS990ScheduleC/PublicationsOrBroadcastInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,660,167
Liabilities
$15,374,029
Net assets
$15,286,138
Revenue
$4,476,062
Expenses
$2,285,395
Net income
$2,190,667
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