Civic Intelligence

The Aquinas Institute for the Study of Sacred Doctrine

990 • Fiscal year 2018 • EIN 26-3960330

Jan 01, 2018 to Dec 31, 2018 • Filed on May 28, 2019

Organization Profilewww.theaquinasinstitute.org
240 E Falcon Hill WayGreen Bay, WI 54302

(802) 278-4627

Siviq Scores

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

Liabilities / Assets

87th percentile

0.35x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.53x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$62,500

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

21st percentile

-20%

Faster asset growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

46%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$398,216

Down $99,442 (-20%) from 2017

Net Assets

Down

$260,706

Down $64,369 (-20%) from 2017

Liabilities

Down

$137,510

Down $35,073 (-20%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin14th percentile

Revenue

Up

$257,104

Up $80,921 (+46%) from 2017

Expenses

Up

$321,473

Up $113,960 (+55%) from 2017

Net Income

Down

-$64,369

Down $33,039 (-105%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2012: $566,443Liabilities 2012: $442,750Net Assets 2012: $123,6932012Assets 2013: $616,652Liabilities 2013: $463,854Net Assets 2013: $152,7982013Assets 2014: $333,668Liabilities 2014: $111,916Net Assets 2014: $221,7522014Assets 2016: $592,433Liabilities 2016: $236,028Net Assets 2016: $356,4052016Assets 2017: $497,658Liabilities 2017: $172,583Net Assets 2017: $325,0752017Assets 2018: $398,216Liabilities 2018: $137,510Net Assets 2018: $260,7062018Assets 2019: $350,244Liabilities 2019: $7,383Net Assets 2019: $342,8612019Assets 2021: $58,792Liabilities 2021: $14,111Net Assets 2021: $44,6812021Assets 2022: $791,060Liabilities 2022: $775,334Net Assets 2022: $15,7262022Assets 2024: $811,576Liabilities 2024: $1,039,664Net Assets 2024: -$228,0882024

Highlighted filing

2018

Assets$398,216
Liabilities$137,510
Net Assets$260,706
Open 2018 Filing

Operations Trend

Revenue Growth85th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $43,9722012Revenue 2013: $210,256Expenses 2013: $181,151Net Income 2013: $29,1052013Revenue 2014: $225,031Expenses 2014: $156,077Net Income 2014: $68,9542014Revenue 2016: $244,058Expenses 2016: $176,268Net Income 2016: $67,7902016Revenue 2017: $176,183Expenses 2017: $207,513Net Income 2017: -$31,3302017Revenue 2018: $257,104Expenses 2018: $321,473Net Income 2018: -$64,3692018Revenue 2019: $373,830Expenses 2019: $291,675Net Income 2019: $82,1552019Revenue 2021: $238,596Expenses 2021: $417,326Net Income 2021: -$178,7302021Revenue 2022: $224,443Expenses 2022: $253,398Net Income 2022: -$28,9552022Revenue 2024: $151,949Expenses 2024: $157,797Net Income 2024: -$5,8482024

Highlighted filing

2018

Revenue$257,104
Expenses$321,473
Net Income-$64,369
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 28, 2019
Return Version
2018v3.1
Gross Receipts
$352,014
Mission and Program Overview

Mission

To research, publish, and teach from the greatest writings in history, with a focus on bringing medieval scholarship into modern critical dialog.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$286,366$275,770▼ $10,596
Inventories for Sale or Use$167,049$89,926▼ $77,123
Cash and Non-Interest-Bearing Accounts$43,493$18,455▼ $25,038
Land, Buildings, and Equipment, Net$750$13,992▲ $13,242
Accounts Receivable-$73-
Savings and Temporary Cash Investments-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$497,658$398,216▼ $99,442
Other Assets Total-$0-
Liabilities
Other Liabilities$153,026$127,522▼ $25,504
Accounts Payable and Accrued Expenses$19,557$9,988▼ $9,569
Total Liabilities$172,583$137,510▼ $35,073
Net Assets / Fund Balance
Unrestricted Net Assets$325,075$260,706▼ $64,369
Total Net Assets Fund Balance$325,075$260,706▼ $64,369
Total Liabilities and Net Assets / Fund Balance$497,658$398,216▼ $99,442

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,866$6,769$20,635
Other Land Buildings$126$1,857$1,983
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John MortensenPresidentFT$62,500$62,500
Beth Mortensen-FT$50,000$50,000
Jeremy HolmesTreasurerPT$15,000$15,000
Peter KwasniewskiSecretaryPT$9,625$9,625
Revenue and Support

Revenue Composition

Contributions and Grants
$143,471
Program Service Revenue
$4,965
Investment Income
$56,906
Other Revenue
$51,762
All Other Contributions
$54,439
Change in Net Assets
$-64,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$206,976
Other Expenses$114,497
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$118,375$18,750-$137,125
Other Salaries and Wages$41,939--$41,939
Payment Travel Entrtnmnt Publicly Ofcl$27,342--$27,342
Occupancy$12,760$12,760-$25,520
Office Expenses$11,630$11,628-$23,258
Other Employee Benefits$17,836$1,470-$19,306
Payroll Taxes$7,172$1,434-$8,606
Fees for Services Legal$3,625$3,625-$7,250
Depreciation Depletion$2,840$1,217-$4,057
Insurance$2,846--$2,846
Interest$1,116--$1,116
Other Expenses$19$19-$38
Royalties$10--$10
Total Functional Expenses$247,570$73,903$0$321,473
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
John MortensenEmployeeEmploymentNo$62,500
Beth MortensenEmployeeEmploymentNo$50,000
John Beth MortensenLandlordRentNo$25,520

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Interest$127,521
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
Yes
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Beth Mortensen is spouse of John Mortensen”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is signed and reviewed by President, John Mortensen, for accuracy and provided to the board before the form is filed”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Every year each board member reviews the conflict of interest policy and discloses any conflicts.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request provided in pdf file form”

Filing and Contact Details

Filer

Filer Name
Aquinas Institute Inc
EIN
26-3960330
Phone
8022784627
Address
240 E Falcon Hill Way, Green Bay, WI 54302

Signing Officer

Name
John Mortensen
Title
President
Signed
2019-05-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Mortensen
Formed
2008
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
2

Preparer

Firm
Focus CPA Inc
Address
117A Packerland Dr, Green Bay, WI 54303
Preparer
Mary Guldan-Lindstrom CPA
Phone
9203514842
Raw XML AppendixShowing 400 of 437 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt019557
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09988
IRS990/AccountsReceivableGrp/EOYAmt073
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To research, publish, and teach from the greatest writings in history, with a focus on bringing medieval scholarship into modern critical dialog.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt054439
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0John Mortensen
IRS990/BooksInCareOfDetail/PhoneNum08022784627
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0240 E Falcon Hill Way
IRS990/BooksInCareOfDetail/USAddress/CityNm0Green Bay
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054302
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt043493
IRS990/CashNonInterestBearingGrp/EOYAmt018455
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt018750
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0118375
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0137125
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt094910
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0143471
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt056906
IRS990/CYOtherExpensesAmt0114497
IRS990/CYOtherRevenueAmt051762
IRS990/CYProgramServiceRevenueAmt04965
IRS990/CYRevenuesLessExpensesAmt0-64369
IRS990/CYSalariesCompEmpBnftPaidAmt0206976
IRS990/CYTotalExpensesAmt0321473
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0257104
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01217
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02840
IRS990/DepreciationDepletionGrp/TotalAmt04057
IRS990/Desc0Researched materials and their preservation, published such materials online for free and in print, and taught classes based on research aublications.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0247570
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03625
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt03625
IRS990/FeesForServicesLegalGrp/TotalAmt07250
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0John Mortensen
IRS990/Form990PartVIISectionAGrp/PersonNm1Peter Kwasniewski
IRS990/Form990PartVIISectionAGrp/PersonNm2Jeremy Holmes
IRS990/Form990PartVIISectionAGrp/PersonNm3Beth Mortensen
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt062500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19625
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt215000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt350000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt089032
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0352014
IRS990/GrossSalesOfInventoryAmt0146672
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt02846
IRS990/InsuranceGrp/TotalAmt02846
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt01116
IRS990/InterestGrp/TotalAmt01116
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0167049
IRS990/InventoriesForSaleOrUseGrp/EOYAmt089926
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt056906
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056906
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08626
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0750
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013992
IRS990/LandBldgEquipCostOrOtherBssAmt022618
IRS990/LegalDomicileStateCd0WI
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To research, publish, and teach from the greatest writings in history, with a focus on bringing medieval scholarship into modern critical dialog.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0325075
IRS990/NetAssetsOrFundBalancesEOYAmt0260706
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt051762
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt051762
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt012760
IRS990/OccupancyGrp/ProgramServicesAmt012760
IRS990/OccupancyGrp/TotalAmt025520
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011628
IRS990/OfficeExpensesGrp/ProgramServicesAmt011630
IRS990/OfficeExpensesGrp/TotalAmt023258
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01470
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017836
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019306
IRS990/OtherExpensesGrp/Desc0Investment expense
IRS990/OtherExpensesGrp/Desc1Penalties & Settlements
IRS990/OtherExpensesGrp/Desc2Repair & Maintenance
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119
IRS990/OtherExpensesGrp/ProgramServicesAmt060
IRS990/OtherExpensesGrp/ProgramServicesAmt119
IRS990/OtherExpensesGrp/TotalAmt023000
IRS990/OtherExpensesGrp/TotalAmt160
IRS990/OtherExpensesGrp/TotalAmt238
IRS990/OtherLiabilitiesGrp/BOYAmt0153026
IRS990/OtherLiabilitiesGrp/EOYAmt0127522
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt041939
IRS990/OtherSalariesAndWagesGrp/TotalAmt041939
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0286366
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0275770
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01434
IRS990/PayrollTaxesGrp/ProgramServicesAmt07172
IRS990/PayrollTaxesGrp/TotalAmt08606
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0John Mortensen
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Tuition
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04965
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04965
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt064061
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt056175
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt027342
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt027342
IRS990/PYOtherExpensesAmt067823
IRS990/PYOtherRevenueAmt055947
IRS990/PYRevenuesLessExpensesAmt0-31330
IRS990/PYSalariesCompEmpBnftPaidAmt0139690
IRS990/PYTotalExpensesAmt0207513
IRS990/PYTotalRevenueAmt0176183
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-64369
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04965
IRS990/RoyaltiesGrp/ProgramServicesAmt010
IRS990/RoyaltiesGrp/TotalAmt010
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0143471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt064061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt068111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0128005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0414436
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026816
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt056175
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt059078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt044311
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt049814
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0236194
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0160621
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0115741
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0320216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0207861
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0220617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01025056
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026816
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt056175
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt059078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt044311
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt049814
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0236194
IRS990ScheduleA/InvestmentIncomeCYPct00.14100
IRS990ScheduleA/InvestmentIncomePYPct00.18640
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85900
IRS990ScheduleA/PublicSupportPY509Pct00.81360
IRS990ScheduleA/PublicSupportTotal509Amt01439492
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0304092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0179802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0388327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0335866
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0231405
IRS990ScheduleA/Total509Grp/TotalAmt01439492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0330908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0235977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0447405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0380177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0281219
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01675686
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt013866
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06769
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020635
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0126
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01857
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01983
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0127521
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Deferred Interest
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013992
IRS990ScheduleD/TotalLiabilityAmt0127522
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0John Mortensen
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1Beth Mortensen
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2John Beth Mortensen
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Employee
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Employee
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2Landlord
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt062500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt150000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt225520
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Employment
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Employment
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2Rent
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Beth Mortensen is spouse of John Mortensen
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is signed and reviewed by President, John Mortensen, for accuracy and provided to the board before the form is filed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Every year each board member reviews the conflict of interest policy and discloses any conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon request provided in pdf file form
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0497658
IRS990/TotalAssetsEOYAmt0398216
IRS990/TotalAssetsGrp/BOYAmt0497658
IRS990/TotalAssetsGrp/EOYAmt0398216
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0143471
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt073903
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0247570
IRS990/TotalFunctionalExpensesGrp/TotalAmt0321473
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0172583
IRS990/TotalLiabilitiesEOYAmt0137510
IRS990/TotalLiabilitiesGrp/BOYAmt0172583
IRS990/TotalLiabilitiesGrp/EOYAmt0137510
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0325075
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0260706
IRS990/TotalProgramServiceExpensesAmt0247570
IRS990/TotalProgramServiceRevenueAmt04965
IRS990/TotalReportableCompFromOrgAmt0137125
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0113633
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0257104
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0497658
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0398216
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$398,216
Liabilities
$137,510
Net assets
$260,706
Revenue
$257,104
Expenses
$321,473
Net income
-$64,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$1.04$0.23$0.15$0.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.78$0.02$0.22$0.25$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.01$0.04$0.24$0.42$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.01$0.34$0.37$0.29$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.14$0.26$0.26$0.32$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.17$0.33$0.18$0.21$0.03
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.24$0.36$0.24$0.18$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.11$0.22$0.23$0.16$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.46$0.15$0.21$0.18$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.44$0.12$0.04