Civic Intelligence

The Community Foundation for Ocala Marion County Inc.

990 • Fiscal year 2014 • EIN 27-5098203

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 17, 2015

Organization ProfileWWW.OCALAFOUNDATION.ORG
116 S Magnolia Ave Suite 3 6Ocala, FL 34471

(352) 804-0306

Siviq Scores

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

Liabilities / Assets

50th percentile

0.11x

Higher debt load relative to assets than 50% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

65th percentile

0.25x

Higher debt load relative to revenue than 65% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

58th percentile

$76,822

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

92nd percentile

54%

Faster asset growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

31%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,478,678

Up $519,137 (+54%) from 2013

Net Assets

Up

$1,312,453

Up $456,221 (+53%) from 2013

Liabilities

Up

$166,225

Up $62,916 (+61%) from 2013

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin95th percentile

Revenue

Up

$669,094

Up $157,471 (+31%) from 2013

Expenses

Up

$208,286

Up $61,818 (+42%) from 2013

Net Income

Up

$460,808

Up $95,653 (+26%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$15M$10M$5.0M$0Assets 2012: $591,891Liabilities 2012: $104,232Net Assets 2012: $487,6592012Assets 2013: $959,541Liabilities 2013: $103,309Net Assets 2013: $856,2322013Assets 2014: $1,478,678Liabilities 2014: $166,225Net Assets 2014: $1,312,4532014Assets 2015: $1,406,496Liabilities 2015: $168,589Net Assets 2015: $1,237,9072015Assets 2016: $1,314,836Liabilities 2016: $182,582Net Assets 2016: $1,132,2542016Assets 2017: $1,408,209Liabilities 2017: $243,840Net Assets 2017: $1,164,3692017Assets 2018: $1,658,370Liabilities 2018: $706,332Net Assets 2018: $952,0382018Assets 2019: $2,814,108Liabilities 2019: $1,756,902Net Assets 2019: $1,057,2062019Assets 2020: $4,726,075Liabilities 2020: $3,049,824Net Assets 2020: $1,676,2512020Assets 2021: $4,694,717Liabilities 2021: $2,415,161Net Assets 2021: $2,279,5562021Assets 2022: $4,816,064Liabilities 2022: $2,704,089Net Assets 2022: $2,111,9752022Assets 2024: $10,199,650Liabilities 2024: $4,106,868Net Assets 2024: $6,092,7822024

Highlighted filing

2014

Assets$1,478,678
Liabilities$166,225
Net Assets$1,312,453
Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $121,1742012Revenue 2013: $511,623Expenses 2013: $146,468Net Income 2013: $365,1552013Revenue 2014: $669,094Expenses 2014: $208,286Net Income 2014: $460,8082014Revenue 2015: $708,440Expenses 2015: $750,319Net Income 2015: -$41,8792015Revenue 2016: $130,841Expenses 2016: $287,278Net Income 2016: -$156,4372016Revenue 2017: $535,780Expenses 2017: $544,653Net Income 2017: -$8,8732017Revenue 2018: $416,134Expenses 2018: $550,163Net Income 2018: -$134,0292018Revenue 2019: $738,171Expenses 2019: $740,455Net Income 2019: -$2,2842019Revenue 2020: $4,657,532Expenses 2020: $4,137,838Net Income 2020: $519,6942020Revenue 2021: $2,955,037Expenses 2021: $2,426,797Net Income 2021: $528,2402021Revenue 2022: $3,078,775Expenses 2022: $2,820,856Net Income 2022: $257,9192022Revenue 2024: $3,196,670Expenses 2024: $3,316,214Net Income 2024: -$119,5442024

Highlighted filing

2014

Revenue$669,094
Expenses$208,286
Net Income$460,808
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 17, 2015
Return Version
2014v5.0
Gross Receipts
$669,094
Mission and Program Overview

Mission

To provide support for, and promote civic, cultural, community and economic development for the City of Ocala and Marion County, Florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$856,232$1,312,453▲ $456,221
Savings and Temporary Cash Investments-$774,584-
Investments Program Related$955,504$697,306▼ $258,198
Cash and Non-Interest-Bearing Accounts$1,371$3,706▲ $2,335
Land, Buildings, and Equipment, Net$637$1,288▲ $651
Intangible Assets$1,779$1,094▼ $685
Prepaid Expenses and Deferred Charges-$450-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$959,541$1,478,678▲ $519,137
Other Assets Total$250$250→ $0
Liabilities
Other Liabilities$100,941$145,593▲ $44,652
Accounts Payable and Accrued Expenses$2,368$20,632▲ $18,264
Total Liabilities$103,309$166,225▲ $62,916
Net Assets / Fund Balance
Total Net Assets Fund Balance$856,232$1,312,453▲ $456,221
Total Liabilities and Net Assets / Fund Balance$959,541$1,478,678▲ $519,137

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,288$844$2,132
Investment Program Related Org$50,196--
Other Land Buildings$0--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Barbara FitosExecutive Director/SecretaFT$76,822$76,822

Board Members and Trustees

NameTitle
Frank HennesseyChairman
Robert ReillyVice Chair/Treasurer
Bill ChambersDirector
Chester WeberDirector
Cindy VanHeydeDirector
Dr Lawrence McChesneyDirector
Jim SchniederDirector
Joan StearnsDirector
John KurtzDirector
Michael SiboniDirector
Rich BianculliDirector
Richard WattsDirector
Susan GillilandDirector
Whitfield M Palmer Jr Diane PalmerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$615,712
Program Service Revenue
$0
Investment Income
$46,435
Other Revenue
$6,947
All Other Contributions
$615,712
Change in Net Assets
$460,808

Audited Revenue Reconciliation

Revenue per Audited Statements
$669,094
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,087
Total Revenue per Audited Statements
$670,181
Total Revenue per Form 990
$669,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$85,461
Grants and Similar Amounts Paid$63,334
Other Expenses$59,491
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$79,069-$79,069
Grants to Domestic Orgs$63,334--$63,334
Fees for Services Other-$28,338-$28,338
Fees for Services Accounting-$7,840-$7,840
Payroll Taxes-$6,392-$6,392
Occupancy-$5,400-$5,400
Office Expenses-$3,617-$3,617
Travel-$2,300-$2,300
Insurance-$1,328-$1,328
Depreciation Depletion-$1,042-$1,042
Other Expenses-$603-$603
Total Functional Expenses$63,334$144,952$0$208,286

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$213,960
Expenses per Audited Statements$208,286
Total Expenses per Form 990$208,286
Expenses Not Reported on Form 990$5,674
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ocala Symphony OrchestraOcala, FL-Capital Campaign$21,000
ARC of Marion County IncOcala, FL-To fund developmentally and intellectually disable individuals the opportunity to receive services from ARC Marion, Inc.$15,601
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
Agency Funds$145,593
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“Form 990 is reviewed by members of the Executive Committee prior to filing. A copy of the Form 990 is mailed to each member of the Board of Directors prior to submission.”

Form 990, Part VI, Section B, line 12C

“Conflict of interest statements were signed in 2012.”

Form 990, Part VI, Section B, line 15A

“Founding Chairman and President of local chamber of commerce determined the compensation of the Executive Director based on their prior experience with other community foundations.”

Form 990, Part VI, Section C, line 19

“The foundation makes its governing documents and financial statements available to the public upon request. This information is also available on the foundation's website.”

Filing and Contact Details

Filer

Filer Name
The Community Foundation for Ocala
EIN
27-5098203
Phone
3528040306
Address
116 S MAGNOLIA AVE SUITE 3 6, OCALA, FL 34471

Signing Officer

Name
Barbara Fitos
Title
Executive Director
Phone
3528040306
Signed
2015-09-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Fitos
Formed
2011
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Duggan Joiner & Company CPA's
Address
334 NW 3rd Avenue, Ocala, FL 34475
Preparer
Patricia Lancaster CPA
Phone
3527320171
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Payroll Processing: Program service expenses 0. Management and general expenses 2,406. Fundraising expenses 0. Total expenses 2,406. Professional Fees: Program service expenses 0. Management and general expenses 932. Fundraising expenses 0. Total expenses 932. Consultant: Program service expenses 0. Management and general expenses 25,000. Fundraising expenses 0. Total expenses 25,000.”

Form 990, Part XI, line 9:

“EIN: 61-1674926 ACCELLERATE OCALA FIRST STEPS FUND, LLC Subsidiary Expenses -599. Subsidiary Income 5,656.”

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Subsidiary revenue 5,656.”

Part XII, Line 2D - Other Adjustments:

“Subsidiary expenses 599.”

Raw XML AppendixShowing 400 of 548 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/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05400
IRS990/OccupancyGrp/TotalAmt05400
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03617
IRS990/OfficeExpensesGrp/TotalAmt03617
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0250
IRS990/OtherAssetsTotalGrp/EOYAmt0250
IRS990/OtherChangesInNetAssetsAmt05057
IRS990/OtherExpensesGrp/Desc0Bank fees
IRS990/OtherExpensesGrp/Desc1Staff development and t
IRS990/OtherExpensesGrp/Desc2Dues and subscriptions
IRS990/OtherExpensesGrp/Desc3Taxes and licenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06002
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11666
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21355
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3603
IRS990/OtherExpensesGrp/TotalAmt06002
IRS990/OtherExpensesGrp/TotalAmt11666
IRS990/OtherExpensesGrp/TotalAmt21355
IRS990/OtherExpensesGrp/TotalAmt3603
IRS990/OtherLiabilitiesGrp/BOYAmt0100941
IRS990/OtherLiabilitiesGrp/EOYAmt0145593
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Donor advised fund fee
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06947
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06947
IRS990/OtherRevenueTotalAmt06947
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06392
IRS990/PayrollTaxesGrp/TotalAmt06392
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0450
IRS990/PrincipalOfficerNm0BARBARA FITOS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ARC of Marion County, Inc.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt015601
IRS990/ProgSrvcAccomActy2Grp/GrantAmt015601
IRS990/ProgSrvcAccomActy3Grp/Desc0Other including United Way of Marion County, Horse Protection Association, Marion County Public Schools
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt026733
IRS990/ProgSrvcAccomActy3Grp/GrantAmt026733
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0497215
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt025431
IRS990/PYInvestmentIncomeAmt09010
IRS990/PYOtherExpensesAmt034108
IRS990/PYOtherRevenueAmt05398
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0365155
IRS990/PYSalariesCompEmpBnftPaidAmt086929
IRS990/PYTotalExpensesAmt0146468
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0511623
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0460808
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0856232
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01312453
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0774584
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0615712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0497215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0483330
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0220000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01816257
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt046435
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07317
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt062789
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt046435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07317
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt062789
IRS990ScheduleA/InvestmentIncomeCYPct00.03310
IRS990ScheduleA/InvestmentIncomePYPct00.01330
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt06947
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt05398
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02895
IRS990ScheduleA/OtherIncome509Grp/TotalAmt015240
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95880
IRS990ScheduleA/PublicSupportPY509Pct00.97990
IRS990ScheduleA/PublicSupportTotal509Amt01816257
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0615712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0497215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0483330
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0220000
IRS990ScheduleA/Total509Grp/TotalAmt01816257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0669094
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0511623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0493542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0220027
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01894286
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/AdditionsDuringYearAmt071790
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt094159
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DistributionsDuringYearAmt027138
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt05075
IRS990ScheduleD/DonatedServicesUseFcltsAmt05075
IRS990ScheduleD/DonorAdvisedFundsContriAmt0274004
IRS990ScheduleD/DonorAdvisedFundsHeldCnt010
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0281698
IRS990ScheduleD/EndingBalanceAmt0138811
IRS990ScheduleD/EquipmentGrp/BookValueAmt01288
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0844
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02132
IRS990ScheduleD/ExpensesNotReportedAmt05674
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0208286
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt01736
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1230989
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2414385
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt350196
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Short-term sweep
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Equities
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2Fixed
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3International
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-9644
IRS990ScheduleD/OtherExpensesIncludedAmt0599
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0145593
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/OtherRevenueAmt05656
IRS990ScheduleD/RevenueNotReportedAmt01087
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0669094
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Subsidiary revenue 5,656.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Subsidiary expenses 599.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01288

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,478,678
Liabilities
$166,225
Net assets
$1,312,453
Revenue
$669,094
Expenses
$208,286
Net income
$460,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$4.11$6.09$3.20$3.32$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$2.70$2.11$3.08$2.82$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$2.42$2.28$2.96$2.43$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$3.05$1.68$4.66$4.14$0.52
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$1.76$1.06$0.74$0.74$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.71$0.95$0.42$0.55$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.24$1.16$0.54$0.54$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.18$1.13$0.13$0.29$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.17$1.24$0.71$0.75$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.17$1.31$0.67$0.21$0.46
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.10$0.86$0.51$0.15$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.10$0.49$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits