Civic Intelligence

Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc

990 • Fiscal year 2020 • EIN 23-7159632

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 27, 2021

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

73rd percentile

0.55x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

4.00x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

30th percentile

$178,254

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

83rd percentile

31%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

22%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$40,108,997

Up $9,448,830 (+31%) from 2019

Net Assets

Up

$18,221,729

Up $2,935,591 (+19%) from 2019

Liabilities

Up

$21,887,268

Up $6,513,239 (+42%) from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin92nd percentile

Revenue

Up

$5,468,514

Up $992,452 (+22%) from 2019

Expenses

Up

$2,544,373

Up $258,978 (+11%) from 2019

Net Income

Up

$2,924,141

Up $733,474 (+33%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2020

Assets$40,108,997
Liabilities$21,887,268
Net Assets$18,221,729
Open 2020 Filing

Operations Trend

Revenue Growth79th 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

2020

Revenue$5,468,514
Expenses$2,544,373
Net Income$2,924,141
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 27, 2021
Return Version
2019v5.2
Gross Receipts
$5,468,514
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$17,498,524$24,659,789▲ $7,161,265
Investments Other Securities$10,552,050$12,168,521▲ $1,616,471
Accounts Receivable$2,533,214$3,203,357▲ $670,143
Land, Buildings, and Equipment, Net$40,523$39,093▼ $1,430
Prepaid Expenses and Deferred Charges$16,023$17,804▲ $1,781
Total Assets$30,660,167$40,108,997▲ $9,448,830
Other Assets Total$19,833$20,433▲ $600
Liabilities
Escrow Account Liability$15,312,000$21,817,884▲ $6,505,884
Accounts Payable and Accrued Expenses$46,021$55,212▲ $9,191
Other Liabilities$16,008$14,172▼ $1,836
Total Liabilities$15,374,029$21,887,268▲ $6,513,239
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,286,138$18,221,729▲ $2,935,591
Total Net Assets Fund Balance$15,286,138$18,221,729▲ $2,935,591
Total Liabilities and Net Assets / Fund Balance$30,660,167$40,108,997▲ $9,448,830

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$39,093$46,819$85,912
Other Securities$12,168,521--
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joan McgrathExecutive DirectorFT$165,320$12,934$178,254
Pamela TamesFormer Executive DirectorFT$108,129$8,581$116,710
Kathy VitelloDirector of Beneficiary ServicesFT$102,962$12,883$115,845

Board Members and Trustees

NameTitle
David WizanskyChair
Seth HaberPresident
Charles SilsbyVice President
Carol CovellDirector
Cliff SmithDirector
David RozensonDirector
Jennifer NadelsonDirector
Karen SmithDirector
WILLIAM 'BILL' HULSEYDirector
Lawrence HeimlichClerk
Harold FortnaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Wade And Horowitz LLCAttorney1309 BEACON STREET, Brookline, MA 02446$123,089
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,910,555
Investment Income
$541,617
Other Revenue
$16,342
Change in Net Assets
$2,924,141

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,468,514
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$11,450
Total Revenue per Audited Statements
$5,479,964
Total Revenue per Form 990
$5,468,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,287,849
Other Expenses$1,110,839
Grants and Similar Amounts Paid$145,685
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$539,612$253,935-$793,547
Fees for Services Management$522,745--$522,745
Current Officers, Directors, Trustees, and Key Employees$185,945$87,504-$273,449
Fees for Services Legal$133,545$7,304-$140,849
Fees for Services Other$90,621$41,587-$132,208
Occupancy$82,847$38,987-$121,834
Other Employee Benefits$97,093$12,000-$109,093
Grants to Domestic Individuals$94,308--$94,308
Payroll Taxes$61,647$29,011-$90,658
Grants to Domestic Orgs$51,377--$51,377
Office Expenses$29,382$13,827-$43,209
Information Technology$29,250$13,765-$43,015
Pension Plan Contributions$13,294$7,808-$21,102
Travel$14,079$6,625-$20,704
Fees for Services Accounting$12,240$5,760-$18,000
Insurance$9,541$4,490-$14,031
Depreciation Depletion$9,059$4,263-$13,322
Advertising$6,678$3,142-$9,820
Conferences and Meetings$5,998$2,823-$8,821
Other Expenses$1,020$4,160-$5,180
Total Functional Expenses$2,001,909$542,464$0$2,544,373

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,544,373
Total Expenses per Audited Statements$2,544,373
Total Expenses per Form 990$2,544,373
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Carroll Center for the Blind--Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly Serves People of All Ages With Disabilities Living in Ma And/or Ri.$25,000
The Arc of Massachusetts--Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly Serves People of All Ages With Disabilities Living in Ma And/or Ri.$15,000
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$14,172
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 35% controlled entity
No
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
2021-02-27

Organization Details

Principal Officer
Hal Fortna
Formed
1971
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
21
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, 2020 the organization believes that it has no uncertain tax positions within any of its open tax years.”

Raw XML AppendixShowing 400 of 598 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/TitleTxt3CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF BENEFICIARY SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt13FORMER EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0145685
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt094308
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt094308
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt051377
IRS990/GrantsToDomesticOrgsGrp/TotalAmt051377
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05468514
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013765
IRS990/InformationTechnologyGrp/ProgramServicesAmt029250
IRS990/InformationTechnologyGrp/TotalAmt043015
IRS990/InsuranceGrp/ManagementAndGeneralAmt04490
IRS990/InsuranceGrp/ProgramServicesAmt09541
IRS990/InsuranceGrp/TotalAmt014031
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0541617
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0541617
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010552050
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012168521
IRS990/IRPDocumentCnt0115
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt046819
IRS990/LandBldgEquipBasisNetGrp/BOYAmt040523
IRS990/LandBldgEquipBasisNetGrp/EOYAmt039093
IRS990/LandBldgEquipCostOrOtherBssAmt085912
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/NetAssetsOrFundBalancesBOYAmt015286138
IRS990/NetAssetsOrFundBalancesEOYAmt018221729
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt011450
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015286138
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018221729
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt038987
IRS990/OccupancyGrp/ProgramServicesAmt082847
IRS990/OccupancyGrp/TotalAmt0121834
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013827
IRS990/OfficeExpensesGrp/ProgramServicesAmt029382
IRS990/OfficeExpensesGrp/TotalAmt043209
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019833
IRS990/OtherAssetsTotalGrp/EOYAmt020433
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012000
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt097093
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0109093
IRS990/OtherExpensesGrp/Desc0TELEPHONE AND INTERNET
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03740
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11733
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24160
IRS990/OtherExpensesGrp/ProgramServicesAmt07946
IRS990/OtherExpensesGrp/ProgramServicesAmt13682
IRS990/OtherExpensesGrp/ProgramServicesAmt21020
IRS990/OtherExpensesGrp/TotalAmt011686
IRS990/OtherExpensesGrp/TotalAmt15415
IRS990/OtherExpensesGrp/TotalAmt25180
IRS990/OtherLiabilitiesGrp/BOYAmt016008
IRS990/OtherLiabilitiesGrp/EOYAmt014172
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt016342
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016342
IRS990/OtherRevenueTotalAmt016342
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0253935
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0539612
IRS990/OtherSalariesAndWagesGrp/TotalAmt0793547
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029011
IRS990/PayrollTaxesGrp/ProgramServicesAmt061647
IRS990/PayrollTaxesGrp/TotalAmt090658
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07808
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013294
IRS990/PensionPlanContributionsGrp/TotalAmt021102
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016023
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017804
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/RelatedOrExemptFuncIncomeAmt02790083
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11847422
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2273050
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02790083
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11847422
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2273050
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0137833
IRS990/PYInvestmentIncomeAmt0544935
IRS990/PYOtherExpensesAmt0992326
IRS990/PYOtherRevenueAmt02768
IRS990/PYProgramServiceRevenueAmt03928359
IRS990/PYRevenuesLessExpensesAmt02190667
IRS990/PYSalariesCompEmpBnftPaidAmt01155236
IRS990/PYTotalExpensesAmt02285395
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04476062
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02924141
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04910555
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02790083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01891937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02019986
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01495657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01282678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09480341
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0557959
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0547703
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0345757
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0225735
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0214674
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01891828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02120472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02036422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02058650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01974599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01841577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010031720
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0557959
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0547703
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0345757
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0225735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0214674
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01891828
IRS990ScheduleA/InvestmentIncomeCYPct00.08840
IRS990ScheduleA/InvestmentIncomePYPct00.08320
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91160
IRS990ScheduleA/PublicSupportPY509Pct00.91680
IRS990ScheduleA/PublicSupportTotal509Amt019512061
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04910555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03928359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04078636
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03470256
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03124255
IRS990ScheduleA/Total509Grp/TotalAmt019512061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05468514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04476062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04424393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03695991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03338929
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021403889
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/DirectContactLegislatorsAmt0617
IRS990ScheduleC/DirectContactLegislatorsInd01
IRS990ScheduleC/GrantsOtherOrganizationsInd00
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,108,997
Liabilities
$21,887,268
Net assets
$18,221,729
Revenue
$5,468,514
Expenses
$2,544,373
Net income
$2,924,141
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
2020Detailed filing. Detailed filing data is available for this year.$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