Civic Intelligence

Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc

990 • Fiscal year 2022 • EIN 23-7159632

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 27, 2023

Organization ProfileWWW.PLANOFMA-RI.ORG
859 Willard Street 110Quincy, MA 02169

(617) 244-5552

Siviq Scores

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

Liabilities / Assets

69th percentile

0.44x

Higher debt load relative to assets than 69% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

90th percentile

3.17x

Higher debt load relative to revenue than 90% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

36th percentile

$201,206

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

11th percentile

-14%

Faster asset growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$35,106,173

Down $5,808,225 (-14%) from 2021

Net Assets

Down

$19,828,815

Down $2,207,470 (-10%) from 2021

Liabilities

Down

$15,277,358

Down $3,600,755 (-19%) from 2021

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin77th percentile

Revenue

Up

$4,823,642

Up $740,356 (+18%) from 2021

Expenses

Up

$3,644,463

Up $690,468 (+23%) from 2021

Net Income

Up

$1,179,179

Up $49,888 (+4.4%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2022

Assets$35,106,173
Liabilities$15,277,358
Net Assets$19,828,815
Open 2022 Filing

Operations Trend

Revenue Growth71st 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

2022

Revenue$4,823,642
Expenses$3,644,463
Net Income$1,179,179
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 27, 2023
Return Version
2021v4.2
Gross Receipts
$4,823,642
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
Investments Other Securities$17,376,999$17,039,658▼ $337,341
Cash and Non-Interest-Bearing Accounts$20,518,245$15,552,546▼ $4,965,699
Accounts Receivable$2,955,928$2,367,195▼ $588,733
Land, Buildings, and Equipment, Net$25,244$81,522▲ $56,278
Prepaid Expenses and Deferred Charges$17,549$8,718▼ $8,831
Total Assets$40,914,398$35,106,173▼ $5,808,225
Other Assets Total$20,433$56,534▲ $36,101
Liabilities
Escrow Account Liability$18,836,636$15,151,009▼ $3,685,627
Accounts Payable and Accrued Expenses$32,641$126,349▲ $93,708
Other Liabilities$8,836$0▼ $8,836
Total Liabilities$18,878,113$15,277,358▼ $3,600,755
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,036,285$19,828,815▼ $2,207,470
Total Net Assets Fund Balance$22,036,285$19,828,815▼ $2,207,470
Total Liabilities and Net Assets / Fund Balance$40,914,398$35,106,173▼ $5,808,225

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$81,522$73,087$154,609
Other Securities$17,039,658--
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joan McgrathExecutive DirectorFT$186,723$14,483$186,723
Clare KeatingControllerFT$143,269$19,306$162,575
Kathy VitelloDirector of OperationsFT$126,586$12,482$139,068

Board Members and Trustees

NameTitle
David WizanskyChair
Seth HaberPresident
Charles SilsbyVice President
Carol CovellDirector
David RozensonDirector
Patricia FreedmanDirector
Robert LoebDirector
Todd SpencerDirector
Lawrence HeimlichClerk
Harold FortnaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,697
Program Service Revenue
$3,956,355
Investment Income
$798,584
Other Revenue
$6
All Other Contributions
$68,697
Change in Net Assets
$1,179,179

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$68,697Fair Market Value
Total Noncash Contributions1$68,697-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,823,642
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-3,386,649
Total Revenue per Audited Statements
$1,436,993
Total Revenue per Form 990
$4,823,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,008,200
Other Expenses$1,243,412
Grants and Similar Amounts Paid$392,851
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,152,873$515,298-$1,668,171
Fees for Services Management$517,604--$517,604
Grants to Domestic Orgs$377,397--$377,397
Other Employee Benefits$108,282$48,649-$156,931
Fees for Services Other$103,528$46,522-$150,050
Payroll Taxes$102,964$46,259-$149,223
Fees for Services Legal$117,268$9,337-$126,605
Occupancy$85,828$38,561-$124,389
Advertising$44,284$19,896-$64,180
Information Technology$43,675$19,622-$63,297
Office Expenses$32,449$14,579-$47,028
Travel$24,829$11,155-$35,984
Pension Plan Contributions$23,374$10,501-$33,875
Conferences and Meetings$17,189$7,722-$24,911
Insurance$13,756$6,180-$19,936
Grants to Domestic Individuals$15,454--$15,454
Depreciation Depletion$8,569$3,850-$12,419
Other Expenses$4,029$1,810-$5,839
Total Functional Expenses$2,824,281$820,182$0$3,644,463

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,644,463
Total Expenses per Audited Statements$3,644,463
Total Expenses per Form 990$3,644,463
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Best Buddies of Ma and RiBoston, MA-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.$75,000
Northeast ArcDanvers, MA-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.$75,000
Cardinal Cushing CentersHanover, MA-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.$50,000
Special Olympics MassachusettsMarlborogh, MA-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.$50,000
Aspergerautism NetworkWatertown, MA-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
Nami MassWoburn, MA-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 Carroll Center for the BlindNewton, MA-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
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
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 controller 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
859 WILLARD STREET 110, QUINCY, MA 02169

Signing Officer

Name
Harold Fortna
Title
Treasurer
Phone
6172445552
Signed
2023-04-27

Organization Details

Principal Officer
Harold Fortna
Formed
1971
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
28
Volunteers
0

Preparer

Firm
Daniel Dennis & Company Llp
Address
990 WASHINGTON STREET SUITE 203, DEDHAM, MA 02026
Preparer
Kristoffer Lane
Phone
6172629898
Supplemental Narrative

Additional Explanations

Form 990, Part XII Line 2C

“Process has not changed year to 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, 2022 the organization believes that it has no uncertain tax positions within any of its open tax years.”

Raw XML AppendixShowing 400 of 635 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/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt0377397
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt019622
IRS990/InformationTechnologyGrp/ProgramServicesAmt043675
IRS990/InformationTechnologyGrp/TotalAmt063297
IRS990/InsuranceGrp/ManagementAndGeneralAmt06180
IRS990/InsuranceGrp/ProgramServicesAmt013756
IRS990/InsuranceGrp/TotalAmt019936
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0798584
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0798584
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt017039658
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IRS990/MaterialDiversionOrMisuseInd00
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.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt019828815
IRS990/NoncashContributionsAmt068697
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt038561
IRS990/OccupancyGrp/ProgramServicesAmt085828
IRS990/OccupancyGrp/TotalAmt0124389
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014579
IRS990/OfficeExpensesGrp/ProgramServicesAmt032449
IRS990/OfficeExpensesGrp/TotalAmt047028
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020433
IRS990/OtherAssetsTotalGrp/EOYAmt056534
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt048649
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0108282
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0156931
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1TELEPHONE AND INTERNET
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015769
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14472
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21810
IRS990/OtherExpensesGrp/ProgramServicesAmt020975
IRS990/OtherExpensesGrp/ProgramServicesAmt19954
IRS990/OtherExpensesGrp/ProgramServicesAmt24029
IRS990/OtherExpensesGrp/TotalAmt036744
IRS990/OtherExpensesGrp/TotalAmt114426
IRS990/OtherExpensesGrp/TotalAmt25839
IRS990/OtherLiabilitiesGrp/BOYAmt08836
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06
IRS990/OtherRevenueTotalAmt06
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0515298
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01152873
IRS990/OtherSalariesAndWagesGrp/TotalAmt01668171
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt046259
IRS990/PayrollTaxesGrp/ProgramServicesAmt0102964
IRS990/PayrollTaxesGrp/TotalAmt0149223
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010501
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt023374
IRS990/PensionPlanContributionsGrp/TotalAmt033875
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017549
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08718
IRS990/PrincipalOfficerNm0HAROLD 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/RelatedOrExemptFuncIncomeAmt01888772
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11820983
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2246600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01888772
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11820983
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2246600
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0332878
IRS990/PYInvestmentIncomeAmt0468221
IRS990/PYOtherExpensesAmt01104337
IRS990/PYOtherRevenueAmt02662
IRS990/PYProgramServiceRevenueAmt03612403
IRS990/PYRevenuesLessExpensesAmt01129291
IRS990/PYSalariesCompEmpBnftPaidAmt01516780
IRS990/PYTotalExpensesAmt02953995
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04083286
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01179179
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04754945
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01820983
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01575995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02790083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01891937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02019986
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010098984
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0798590
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0470883
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0557959
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0547703
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0345757
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02720892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02135372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02036408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02120472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02036422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02058650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010387324
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0798590
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0470883
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0557959
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0547703
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0345757
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02720892
IRS990ScheduleA/InvestmentIncomeCYPct00.11720
IRS990ScheduleA/InvestmentIncomePYPct00.09700
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88280
IRS990ScheduleA/PublicSupportPY509Pct00.90300
IRS990ScheduleA/PublicSupportTotal509Amt020486308
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03928359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04078636
IRS990ScheduleA/Total509Grp/TotalAmt020486308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04754945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04083286
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04476062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04424393
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt023207200
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt012134628
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt018836325
IRS990ScheduleD/DistributionsDuringYearAmt0-15819849
IRS990ScheduleD/EndingBalanceAmt015151104
IRS990ScheduleD/EquipmentGrp/BookValueAmt081522
IRS990ScheduleD/EquipmentGrp/DepreciationAmt073087
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0154609
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03644463
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,106,173
Liabilities
$15,277,358
Net assets
$19,828,815
Revenue
$4,823,642
Expenses
$3,644,463
Net income
$1,179,179
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
2022Detailed filing. Detailed filing data is available for this year.$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