Civic Intelligence

Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc

990 • Fiscal year 2023 • EIN 23-7159632

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 05, 2024

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

67th percentile

0.41x

Higher debt load relative to assets than 67% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

91st percentile

3.36x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

61st percentile

8.4%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$227,372

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

38th percentile

3.1%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-8.4%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$36,207,374

Up $1,101,201 (+3.1%) from 2022

Net Assets

Up

$21,346,977

Up $1,518,162 (+7.7%) from 2022

Liabilities

Down

$14,860,397

Down $416,961 (-2.7%) from 2022

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin61st percentile

Revenue

Down

$4,418,869

Down $404,773 (-8.4%) from 2022

Expenses

Up

$4,045,769

Up $401,306 (+11%) from 2022

Net Income

Down

$373,100

Down $806,079 (-68%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2023

Assets$36,207,374
Liabilities$14,860,397
Net Assets$21,346,977
Open 2023 Filing

Operations Trend

Revenue Growth25th 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

2023

Revenue$4,418,869
Expenses$4,045,769
Net Income$373,100
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 5, 2024
Return Version
2022v5.0
Gross Receipts
$4,418,869
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$17,039,658$18,538,552▲ $1,498,894
Cash and Non-Interest-Bearing Accounts$15,552,546$14,468,590▼ $1,083,956
Accounts Receivable$2,367,195$2,481,049▲ $113,854
Land, Buildings, and Equipment, Net$81,522$658,026▲ $576,504
Prepaid Expenses and Deferred Charges$8,718$24,456▲ $15,738
Total Assets$35,106,173$36,207,374▲ $1,101,201
Other Assets Total$56,534$36,701▼ $19,833
Liabilities
Escrow Account Liability$15,151,009$14,084,187▼ $1,066,822
Other Liabilities$0$645,787▲ $645,787
Accounts Payable and Accrued Expenses$126,349$130,423▲ $4,074
Total Liabilities$15,277,358$14,860,397▼ $416,961
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,828,815$21,346,977▲ $1,518,162
Total Net Assets Fund Balance$19,828,815$21,346,977▲ $1,518,162
Total Liabilities and Net Assets / Fund Balance$35,106,173$36,207,374▲ $1,101,201

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$579,306$131,160$710,466
Equipment$78,720$76,909$155,629
Other Securities$18,538,552--
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joan McgrathExecutive DirectorFT$210,221$17,151$210,221
Clare KeatingControllerFT$157,154$21,163$157,154
Kathy VitelloDirector of OperationsFT$134,890$14,146$149,036

Board Members and Trustees

NameTitle
Seth HaberPresident
Charles SilsbyVice President
Anna Bauer-mctigueDirector
Carol CovellDirector
David RozensonDirector
David WizanskyDirector
Robert LoebDirector
Todd SpencerDirector
Lawrence HeimlichClerk
Harold FortnaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,809,193
Investment Income
$609,676
Other Revenue
$0
Change in Net Assets
$373,100

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,418,869
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,145,062
Total Revenue per Audited Statements
$5,563,931
Total Revenue per Form 990
$4,418,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,245,993
Other Expenses$1,304,645
Grants and Similar Amounts Paid$495,131
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$930,954$446,362-$1,377,316
Fees for Services Management$506,479--$506,479
Current Officers, Directors, Trustees, and Key Employees$339,490$162,775-$502,265
Grants to Domestic Orgs$475,752--$475,752
Other Employee Benefits$107,359$51,475-$158,834
Fees for Services Other$106,289$51,581-$157,870
Payroll Taxes$103,831$49,784-$153,615
Depreciation Depletion$98,825$47,561-$146,386
Fees for Services Legal$117,261$8,810-$126,071
Information Technology$40,006$19,181-$59,187
Pension Plan Contributions$36,475$17,488-$53,963
Office Expenses$35,642$17,090-$52,732
Advertising$33,030$15,837-$48,867
Occupancy$29,592$14,009-$43,601
Travel$26,882$12,889-$39,771
Insurance$16,535$7,928-$24,463
Conferences and Meetings$14,382$6,896-$21,278
Grants to Domestic Individuals$19,379--$19,379
Other Expenses$2,239$1,074-$3,313
Total Functional Expenses$3,081,886$963,883$0$4,045,769

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,045,769
Total Expenses per Audited Statements$4,045,769
Total Expenses per Form 990$4,045,769
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
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.$100,000
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.$100,000
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
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.$50,000
Association for Autism and NeurodiversityWatertown, 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
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.$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
Central Ma Agency on AgingWorcester, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly$10,000
The Arc of the South ShoreHingham, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly$10,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$645,787
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
2024-04-05

Organization Details

Principal Officer
Harold Fortna
Formed
1971
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
29
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 checks 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, 2023 the organization believes that it has no uncertain tax positions within any of its open tax years.”

Raw XML AppendixShowing 400 of 661 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/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt12CONTROLLER
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IRS990/FormationYr01971
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt019379
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0475752
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0475752
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IRS990/GrantsToOrganizationsInd01
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IRS990/InformationTechnologyGrp/ProgramServicesAmt040006
IRS990/InformationTechnologyGrp/TotalAmt059187
IRS990/InsuranceGrp/ManagementAndGeneralAmt07928
IRS990/InsuranceGrp/ProgramServicesAmt016535
IRS990/InsuranceGrp/TotalAmt024463
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0609676
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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
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IRS990/NetUnrlzdGainsLossesInvstAmt01145062
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt019828815
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt021346977
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt014009
IRS990/OccupancyGrp/ProgramServicesAmt029592
IRS990/OccupancyGrp/TotalAmt043601
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017090
IRS990/OfficeExpensesGrp/ProgramServicesAmt035642
IRS990/OfficeExpensesGrp/TotalAmt052732
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt056534
IRS990/OtherAssetsTotalGrp/EOYAmt036701
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt051475
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0107359
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0158834
IRS990/OtherExpensesGrp/Desc0TELEPHONE AND INTERNET
IRS990/OtherExpensesGrp/Desc1CONSULTING SERVICES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010102
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18793
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt214248
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31074
IRS990/OtherExpensesGrp/ProgramServicesAmt021068
IRS990/OtherExpensesGrp/ProgramServicesAmt118340
IRS990/OtherExpensesGrp/ProgramServicesAmt22076
IRS990/OtherExpensesGrp/ProgramServicesAmt32239
IRS990/OtherExpensesGrp/TotalAmt031170
IRS990/OtherExpensesGrp/TotalAmt127133
IRS990/OtherExpensesGrp/TotalAmt216324
IRS990/OtherExpensesGrp/TotalAmt33313
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0645787
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0446362
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0930954
IRS990/OtherSalariesAndWagesGrp/TotalAmt01377316
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt049784
IRS990/PayrollTaxesGrp/ProgramServicesAmt0103831
IRS990/PayrollTaxesGrp/TotalAmt0153615
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt017488
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt036475
IRS990/PensionPlanContributionsGrp/TotalAmt053963
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08718
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024456
IRS990/PrincipalOfficerNm0HAROLD FORTNA
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc1REMAINDER FEE
IRS990/ProgramServiceRevenueGrp/Desc2FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01838289
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11708254
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2262650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01838289
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11708254
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2262650
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt068697
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0392851
IRS990/PYInvestmentIncomeAmt0798584
IRS990/PYOtherExpensesAmt01243412
IRS990/PYOtherRevenueAmt06
IRS990/PYProgramServiceRevenueAmt03956355
IRS990/PYRevenuesLessExpensesAmt01179179
IRS990/PYSalariesCompEmpBnftPaidAmt02008200
IRS990/PYTotalExpensesAmt03644463
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04823642
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0373100
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04418869
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01708254
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01820983
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01575995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02790083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01891937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09787252
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0609676
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0798590
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0470883
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0557959
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0547703
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02984811
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02100939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02135372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02036408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02120472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02036422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010429613
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0609676
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0798590
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0470883
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0557959
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0547703
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02984811
IRS990ScheduleA/InvestmentIncomeCYPct00.12860
IRS990ScheduleA/InvestmentIncomePYPct00.11720
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87140
IRS990ScheduleA/PublicSupportPY509Pct00.88280
IRS990ScheduleA/PublicSupportTotal509Amt020216865
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03809193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03956355
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03612403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04910555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03928359
IRS990ScheduleA/Total509Grp/TotalAmt020216865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04418869
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04754945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04083286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05468514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04476062
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt023201676
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt011034142
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt015151104
IRS990ScheduleD/DistributionsDuringYearAmt0-12099617
IRS990ScheduleD/EndingBalanceAmt014085629
IRS990ScheduleD/EquipmentGrp/BookValueAmt078720
IRS990ScheduleD/EquipmentGrp/DepreciationAmt076909
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0155629
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04045769
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01145062
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0579306
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0131160
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0710466
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0645787
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt018538552
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MARKETABLE SECURITIES
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IRS990ScheduleD/RevenueNotReportedAmt01145062

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,207,374
Liabilities
$14,860,397
Net assets
$21,346,977
Revenue
$4,418,869
Expenses
$4,045,769
Net income
$373,100
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
2023Detailed filing. Detailed filing data is available for this year.$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