Civic Intelligence

West Haven Foundation for Retarded

990 • Fiscal year 2021 • EIN 23-7187526

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 02, 2022

802 Sharon Drive Rm/Ste AWestlake, OH 44145

(440) 356-2330

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

84th percentile

44%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$186,348

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 18.5% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

49th percentile

9.4%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

68%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$13,195,410

Up $1,130,971 (+9.4%) from 2020

Net Assets

Up

$13,195,116

Up $1,130,677 (+9.4%) from 2020

Liabilities

Up

$294

Up $294 from 2020

Revenue

Up

$1,006,389

Up $406,251 (+68%) from 2020

Expenses

Up

$560,339

Up $56,337 (+11%) from 2020

Net Income

Up

$446,050

Up $349,914 (+364%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $7,895,352Liabilities 2011: $500Net Assets 2011: $7,894,8522011Assets 2012: $8,576,275Liabilities 2012: $980Net Assets 2012: $8,575,2952012Assets 2013: $9,649,061Liabilities 2013: $0Net Assets 2013: $9,649,0612013Assets 2014: $9,752,026Liabilities 2014: $0Net Assets 2014: $9,752,0262014Assets 2015: $9,376,282Liabilities 2015: $4,651Net Assets 2015: $9,371,6312015Assets 2016: $9,529,479Liabilities 2016: $0Net Assets 2016: $9,529,4792016Assets 2017: $10,628,709Liabilities 2017: $54Net Assets 2017: $10,628,6552017Assets 2018: $9,640,114Liabilities 2018: $0Net Assets 2018: $9,640,1142018Assets 2019: $11,166,951Liabilities 2019: $22,054Net Assets 2019: $11,144,8972019Assets 2020: $12,064,439Liabilities 2020: $0Net Assets 2020: $12,064,4392020Assets 2021: $13,195,410Liabilities 2021: $294Net Assets 2021: $13,195,1162021Assets 2022: $10,638,297Liabilities 2022: $0Net Assets 2022: $10,638,2972022Assets 2023: $11,547,336Liabilities 2023: $0Net Assets 2023: $11,547,3362023Assets 2024: $12,434,754Liabilities 2024: $0Net Assets 2024: $12,434,7542024

Highlighted filing

2021

Assets$13,195,410
Liabilities$294
Net Assets$13,195,116

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $87,5792011Expenses 2012: $158,6742012Revenue 2013: $1,106,185Expenses 2013: $325,850Net Income 2013: $780,3352013Revenue 2014: $614,847Expenses 2014: $342,232Net Income 2014: $272,6152014Revenue 2015: $441,108Expenses 2015: $429,977Net Income 2015: $11,1312015Revenue 2016: $215,545Expenses 2016: $434,929Net Income 2016: -$219,3842016Revenue 2017: $569,372Expenses 2017: $441,338Net Income 2017: $128,0342017Revenue 2018: $275,075Expenses 2018: $516,229Net Income 2018: -$241,1542018Revenue 2019: $628,870Expenses 2019: $452,311Net Income 2019: $176,5592019Revenue 2020: $600,138Expenses 2020: $504,002Net Income 2020: $96,1362020Revenue 2021: $1,006,389Expenses 2021: $560,339Net Income 2021: $446,0502021Revenue 2022: $393,544Expenses 2022: $593,593Net Income 2022: -$200,0492022Revenue 2023: $417,008Expenses 2023: $555,235Net Income 2023: -$138,2272023Revenue 2024: $2,319,324Expenses 2024: $527,992Net Income 2024: $1,791,3322024

Highlighted filing

2021

Revenue$1,006,389
Expenses$560,339
Net Income$446,050
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 2, 2022
Return Version
2021v4.0
Gross Receipts
$2,593,031
Mission and Program Overview

Mission

To support organizations dedicated to helping individuals with intellectual and developmental disabilities live full and rewarding lives by providing a variety of residential services in an atmosphere of caring community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,977,443$11,226,217▲ $1,248,774
Investments Other Securities$1,644,681$1,610,011▼ $34,670
Other Notes and Loans Receivable, Net$342,269$357,777▲ $15,508
Savings and Temporary Cash Investments$89,887$1,405▼ $88,482
Total Assets$12,064,439$13,195,410▲ $1,130,971
Other Assets Total$10,159--
Liabilities
Other Liabilities-$294-
Total Liabilities$0$294▲ $294
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,654,420$11,796,912▲ $1,142,492
Net Assets Without Donor Restrictions$1,410,019$1,398,204▼ $11,815
Total Net Assets Fund Balance$12,064,439$13,195,116▲ $1,130,677
Total Liabilities and Net Assets / Fund Balance$12,064,439$13,195,410▲ $1,130,971

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$357,591--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Anthony ThomasExecutive Di$186,348$186,348
Carriann PaffordCFO$130,044$130,044

Board Members and Trustees

NameTitle
Aaron ApathyPresident
Anthony ThomasExecutive Director
Frank KosecTrustee
Paul FidlerSecretary
Nicolas AlexanderTreasurer
Stacey KuehnerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,006,389
Other Revenue
$0
Change in Net Assets
$446,050

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,006,389
Revenue Not Reported on Form 990
$684,627
Total Revenue per Audited Statements
$1,691,016
Total Revenue per Form 990
$1,006,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$422,255
Other Expenses$138,084
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$422,255--$422,255
Fees for Service Investment Mgmnt Fees-$124,016-$124,016
Fees for Services Accounting-$9,800-$9,800
Office Expenses-$4,268-$4,268
Total Functional Expenses$422,255$138,084$0$560,339

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$560,339
Total Expenses per Audited Statements$560,339
Total Expenses per Form 990$560,339
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Welcome HouseWestlake, OH3Operating Grant$315,999
Wesco Housing CorporationWestlake, OH3Operating Grant$106,256
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
Due to Welcome House, Inc.$294
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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, Page 6, Part VI, Line 11B

The organizations governing board reviewed the form 990 during their annual meeting.

Form 990, Page 6, Part VI, Line 12C

The organization requires that trustees and key employees submit a written conflict of interest disclosure statement annually which discloses his/her adherence to the policy along with any approved exceptions. Individuals are required to make additional submissions as soon as he/she feels that any activity, interest, or relationship of his/her has occurred that might possibly give rise to a conflict of interest. Individuals are also required to obtain approval in advance of the initiation of any activity, interest or relationship concerning whether he/she has any doubts regarding a possible conflict of interest. If a potential conflict of interest is identified by someone other than the interested party, the situation is immediately documented and communicated in order to obtain approval or denial of such activities.

Form 990, Page 6, Part VI, Line 19

Management has made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
West Haven Foundation
EIN
23-7187526
Address
802 SHARON DRIVE RM/STE A, WESTLAKE, OH 44145

Signing Officer

Name
Anthony Thomas
Title
Executive Director
Signed
2022-06-02

Organization Details

Principal Officer
Anthony Thomas
Formed
1972
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Mcmanus Dosen & Co
Address
7251 ENGLE RD STE 406, MIDDLEBURG HEIGHTS, OH 44130-3400
Preparer
Michael D Mcmanus CPA
Phone
4402433400
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

Tax matters the internal revenue service issued a determination letter on april 10, 1973, exempting the foundation from federal income taxes under section 501 (c)(3) of the internal revenue code. On august 16, 1976, the internal revenue service issued an additional determination letter classifying the foundation as an organization that is publicly supported as defined in the section 509 (a)(1) of the internal revenue code. November 16, 2015, the internal revenue service issued an additional determination letter classifying the foundation as a supporting organization as defined in the section 509 (a)(3) of the internal revenue code and classified as a type iii non-functionally integrated supporting organization. These determination letters were issued based on information supplied by the foundation under the assumption that the operations of the foundation will be as stated in its application for exemption. Accounting principles generally accepted in the united state of america require organization management to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has determined that the organization does not have any uncertain tax positions and the associated unrecognized benefits that materially impact the financial statements or related disclosures. The foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The foundation believes it is no longer subject to income tax examinations for years prior to 2018.

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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt062539
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0510225
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0422255
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt087970
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IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ORGANIZATIONS ARE QUALIFIED DUE TO THEIR GOVERNING DOCUMENTS WHICH WERE REVIEWED BY WEST HAVEN
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1WEST HAVEN REVIEWS USES OF FUNDS RECEIVED BY SUPPORTED ENTITIES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE EXECUTIVE DIRECTOR AND EXECUTIVE STAFF IDENTIFY OPERATIONAL NEEDS OF THE SUPPORTED ORGANIZATIONS AND SUBMIT GRANT REQUESTS TO WEST HAVEN. THE BOARD DETERMINES IF THE REQUESTS MEET OPERATIONAL NEEDS OF THE SUPPORTED ORGANIZATIONS AND APPROVE GRANT REQUESTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE SUPPORTED ORGANIZATION IS ADEQUATELY REPRESENTED IN THE GOVERNING BODY OF THE SUPPORTING ORGANIZATION BECAUSE THE OFFICERS, DIRECTORS, OR TRUSTEES OF THE SUPPORTING ORGANIZATION AND OF THE SUPPORTED ORGANIZATION MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP. BECAUSE OF THIS RELATIONSHIP, THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN HOW THE SUPPORTING ORGANIZATION MANAGES AND USES ITS ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V, SECTION D, LINE 8
IRS990ScheduleA/IRSWrittenDeterminationInd0X
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt010576941
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt082859
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt067558
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt012424232
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt010509383
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0187606
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0158654
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt012319485
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt010418287
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0431182
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0364640
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt012507091
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt010576941
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0431182
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0364640
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0315999
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1106256
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WELCOME HOUSE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1WESCO HOUSING CORPORATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2BUNTS ROAD HOUSING CORP
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0WELCOME HOUSE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1WESCO HOUSING CORPORATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt2BUNTS ROAD HOUSING CORP
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0422255
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0560339
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0684627
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0294
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO WELCOME HOUSE, INC.
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01252420
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1357591
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MONEY MARKET
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0684627
IRS990ScheduleD/RevenueSubtotalAmt01006389
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TAX MATTERS THE INTERNAL REVENUE SERVICE ISSUED A DETERMINATION LETTER ON APRIL 10, 1973, EXEMPTING THE FOUNDATION FROM FEDERAL INCOME TAXES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. ON AUGUST 16, 1976, THE INTERNAL REVENUE SERVICE ISSUED AN ADDITIONAL DETERMINATION LETTER CLASSIFYING THE FOUNDATION AS AN ORGANIZATION THAT IS PUBLICLY SUPPORTED AS DEFINED IN THE SECTION 509 (A)(1) OF THE INTERNAL REVENUE CODE. NOVEMBER 16, 2015, THE INTERNAL REVENUE SERVICE ISSUED AN ADDITIONAL DETERMINATION LETTER CLASSIFYING THE FOUNDATION AS A SUPPORTING ORGANIZATION AS DEFINED IN THE SECTION 509 (A)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS A TYPE III NON-FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION. THESE DETERMINATION LETTERS WERE ISSUED BASED ON INFORMATION SUPPLIED BY THE FOUNDATION UNDER THE ASSUMPTION THAT THE OPERATIONS OF THE FOUNDATION WILL BE AS STATED IN ITS APPLICATION FOR EXEMPTION. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATE OF AMERICA REQUIRE ORGANIZATION MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND THE ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueSecuritiesAmt01610011
IRS990ScheduleD/TotalExpensesPerForm990Amt0560339
IRS990ScheduleD/TotalLiabilityAmt0294
IRS990ScheduleD/TotalRevenuePerForm990Amt01006389
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01691016
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0560339
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0315999
IRS990ScheduleI/RecipientTable/CashGrantAmt1106256
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/IRCSectionDesc13
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0DEBT FORGIVENES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1OPERATING GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WELCOME HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WESCO HOUSING CORPORATION
IRS990ScheduleI/RecipientTable/RecipientEIN0341793226
IRS990ScheduleI/RecipientTable/RecipientEIN1203167493
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0802 SHARON DR SUITE A
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1802 SHARON DR SUITE A
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WESTLAKE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WESTLAKE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd144145
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1BOOK
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0171408
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt014940
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANTHONY THOMAS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0186348
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS GOVERNING BOARD REVIEWED THE FORM 990 DURING THEIR ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES THAT TRUSTEES AND KEY EMPLOYEES SUBMIT A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY WHICH DISCLOSES HIS/HER ADHERENCE TO THE POLICY ALONG WITH ANY APPROVED EXCEPTIONS. INDIVIDUALS ARE REQUIRED TO MAKE ADDITIONAL SUBMISSIONS AS SOON AS HE/SHE FEELS THAT ANY ACTIVITY, INTEREST, OR RELATIONSHIP OF HIS/HER HAS OCCURRED THAT MIGHT POSSIBLY GIVE RISE TO A CONFLICT OF INTEREST. INDIVIDUALS ARE ALSO REQUIRED TO OBTAIN APPROVAL IN ADVANCE OF THE INITIATION OF ANY ACTIVITY, INTEREST OR RELATIONSHIP CONCERNING WHETHER HE/SHE HAS ANY DOUBTS REGARDING A POSSIBLE CONFLICT OF INTEREST. IF A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED BY SOMEONE OTHER THAN THE INTERESTED PARTY, THE SITUATION IS IMMEDIATELY DOCUMENTED AND COMMUNICATED IN ORDER TO OBTAIN APPROVAL OR DENIAL OF SUCH ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT HAS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$2.32$0.53$1.79
2023Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.42$0.56$0.14
2022Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.39$0.59$0.20
2021Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.01$0.56$0.45
2020Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.60$0.50$0.10
2019Detailed filing. Detailed filing data is available for this year.$11.2$0.02$11.1$0.63$0.45$0.18
2018Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.28$0.52$0.24
2017Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.57$0.44$0.13
2016Detailed filing. Detailed filing data is available for this year.$9.53$0.00$9.53$0.22$0.43$0.22
2015Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.37$0.44$0.43$0.01
2014Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$0.61$0.34$0.27
2013Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$1.11$0.33$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.58$0.00$8.58$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.90$0.00$7.89$0.09