Civic Intelligence

Life Essentials Inc

990 • Fiscal year 2017 • EIN 31-1324922

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 30, 2018

Organization ProfileWWW.LIFEESSENTIALS.ORG

View Organization Page

40 South Perry Street No 130Dayton, OH 45402

(937) 586-0545

Siviq Scores

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

Liabilities / Assets

69th percentile

0.17x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.07x

Higher debt load relative to revenue than 60% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

48th percentile

2.9%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

77th percentile

$71,467

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

59th percentile

6.9%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$235,382

Up $15,251 (+6.9%) from 2016

Net Assets

Up

$196,490

Up $15,841 (+8.8%) from 2016

Liabilities

Down

$38,892

Down $590 (-1.5%) from 2016

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin48th percentile

Revenue

Up

$552,613

Up $103,581 (+23%) from 2016

Expenses

Up

$536,768

Up $31,785 (+6.3%) from 2016

Net Income

Up

$15,845

Up $71,796 (+128%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$400K$300K$200K$100K$0Assets 2010: $347,048Liabilities 2010: $39,214Net Assets 2010: $307,8342010Assets 2011: $303,197Liabilities 2011: $42,108Net Assets 2011: $261,0892011Assets 2012: $290,281Liabilities 2012: $45,496Net Assets 2012: $244,7852012Assets 2013: $297,838Liabilities 2013: $51,538Net Assets 2013: $246,3002013Assets 2014: $235,514Liabilities 2014: $42,195Net Assets 2014: $193,3192014Assets 2015: $274,514Liabilities 2015: $37,916Net Assets 2015: $236,5982015Assets 2016: $220,131Liabilities 2016: $39,482Net Assets 2016: $180,6492016Assets 2017: $235,382Liabilities 2017: $38,892Net Assets 2017: $196,4902017Assets 2018: $236,818Liabilities 2018: $39,392Net Assets 2018: $197,4262018Assets 2019: $187,788Liabilities 2019: $40,016Net Assets 2019: $147,7722019

Highlighted filing

2017

Assets$235,382
Liabilities$38,892
Net Assets$196,490
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $458,7872010Expenses 2011: $449,4992011Expenses 2012: $489,6302012Expenses 2013: $508,1262013Revenue 2014: $458,884Expenses 2014: $511,864Net Income 2014: -$52,9802014Revenue 2015: $525,036Expenses 2015: $481,759Net Income 2015: $43,2772015Revenue 2016: $449,032Expenses 2016: $504,983Net Income 2016: -$55,9512016Revenue 2017: $552,613Expenses 2017: $536,768Net Income 2017: $15,8452017Revenue 2018: $535,114Expenses 2018: $534,181Net Income 2018: $9332018Revenue 2019: $526,745Expenses 2019: $576,399Net Income 2019: -$49,6542019

Highlighted filing

2017

Revenue$552,613
Expenses$536,768
Net Income$15,845
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 30, 2018
Return Version
2016v3.0
Gross Receipts
$556,316
Mission and Program Overview

Mission

To support living in the least restrictive environment, reduce social isolation, and enhance the quality of life for seniors and adults with mental illness through support services and advocacy.

The mission of life essentials is to be the community leader in providing professional, person-centered services to enhance the well-being of vulnerable adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$160,892$149,719▼ $11,173
Accounts Receivable$25,841$39,165▲ $13,324
Cash and Non-Interest-Bearing Accounts$12,723$27,446▲ $14,723
Land, Buildings, and Equipment, Net$13,961$11,625▼ $2,336
Prepaid Expenses and Deferred Charges$6,078$7,427▲ $1,349
Total Assets$220,131$235,382▲ $15,251
Other Assets Total$636--
Liabilities
Accounts Payable and Accrued Expenses$39,482$38,892▼ $590
Total Liabilities$39,482$38,892▼ $590
Net Assets / Fund Balance
Unrestricted Net Assets$180,649$193,990▲ $13,341
Temporarily Rstr Net Assets$0$2,500▲ $2,500
Total Net Assets Fund Balance$180,649$196,490▲ $15,841
Total Liabilities and Net Assets / Fund Balance$220,131$235,382▲ $15,251

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,625$22,339$33,964
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda Crouch-roepkenExecutive DirectorFT$63,708$7,759$71,467
Cathy ShoupBookkeeperPT$17,152$155$17,307

Board Members and Trustees

NameTitle
Ted GudorfPresident
Marion JacksonVice President
Amita R PatelTrustee
Eli SperryTrustee
Joe SzokeTrustee
Ross E SzlagTrustee
Lauren WilliamsSecretary
Julia M BeldenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$324,702
Program Service Revenue
$225,063
Investment Income
$711
Other Revenue
$2,137
All Other Contributions
$208,462
Change in Net Assets
$15,845

Audited Revenue Reconciliation

Revenue per Audited Statements
$552,613
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$44,681
Total Revenue per Audited Statements
$597,294
Total Revenue per Form 990
$552,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$434,903
Other Expenses$101,865
Total Fundraising Expense$38,996
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$235,207$18,703$16,217$270,127
Current Officers, Directors, Trustees, and Key Employees$69,108$23,900$10,916$103,924
Other Employee Benefits$27,974$3,095$1,442$32,511
Payroll Taxes$23,196$3,129$2,016$28,341
Occupancy$23,366$1,840-$25,206
Office Expenses$12,145$2,224$5,340$19,709
Conferences and Meetings$7,402$603$2,448$10,453
Travel$8,874$197$132$9,203
Insurance$7,730$856-$8,586
Fees for Services Accounting$6,650$877$173$7,700
Fees for Services Legal$5,250--$5,250
Depreciation Depletion-$4,836-$4,836
Fees for Services Other$1,280$153$77$1,510
All Other Expenses$318$553$2$873
Other Expenses$554$625$156$625
Total Functional Expenses$435,138$62,634$38,996$536,768

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$581,453
Expenses per Audited Statements$536,768
Total Expenses per Form 990$536,768
Expenses Not Reported on Form 990$44,685
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,703
Fundraising Gross Income$3,129
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 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
Yes
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

“The board of trustees reviewed and approved the 990 return prior to filing.”

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

“The board is required to annually complete a survey form detailing any relationships that may give rise to a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The board annually approves the compensation of the executive director by analyzing compensation of other executive directors from the 990s of other comparably sized entities.”

Form 990, Part VI, Section C, Line 19

“Form 1023 and the 990 are available for public inspection upon written request to the executive director.”

Filing and Contact Details

Filer

Filer Name
Life Essentials Inc
EIN
31-1324922
Phone
9375860545
Address
40 SOUTH PERRY STREET NO 130, DAYTON, OH 45402

Signing Officer

Name
Linda Crouch-roepken
Title
Executive Director
Phone
9375860545
Signed
2018-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Crouch-roepken
Formed
1991
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
12
Volunteers
300

Preparer

Firm
Brady Ware & Schoenfeld Inc
Address
3601 RIGBY ROAD SUITE 400, DAYTON, OH 45342
Preparer
Suzanne K Miller CPA
Phone
9372235247
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING -4.”

Financial Statement Notes

PART X, LINE 2:

“Accounting standards require the evaluation of tax positions taken, or expected to be taken, in the course of preparing the organization's tax returns, to determine whether the tax position may be recognized in the financial statements only when it is "more-likely-than-not" the position will be sustained upon examination, including resolution of any related appeals or litigation processes, based upon the technical merits and consideration of all available information. Once the recognition threshold is met, the portion of the tax benefit that is recorded represents the largest amount of tax benefit that is greater than 50 percent likely to be realized upon settlement with a taxing authority. Based on its review, management does not believe the organization has taken any material uncertain tax positions, including any position that would place the organization's exempt status in jeopardy as of june 30, 2017.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising costs netted against fundraising income 3,703. Rounding”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising costs netted against fundraising income 3,703. Rounding 4.”

Raw XML AppendixShowing 400 of 489 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/Desc0GUARDIANSHIP - THE PROGRAM PROVIDES SUPPORT FOR THOSE DEEMED MENTALLY INCOMPETENT BY THE PROBATE COURT AND THAT DO NOT HAVE ANY FAMILY WILLING OR CAPABLE OF MAKING SOUND DECISIONS FOR THEM. LIFE ESSENTIALS TRAINS VOLUNTEERS AND EMPLOYS STAFF TO TAKE ON THIS CRITICAL ROLE AS GUARDIAN. GUARDIANS WORK WITH THEIR CLIENTS TO ENSURE THE CLIENT HAS THE BEST POSSIBLE LIFE AND LIVES IN THE LEAST RESTRICTIVE ENVIRONMENT. GUARDIANS FUNCTION AS THE ADVOCATE AND ENSURE THE SAFETY AND WELL-BEING OF THEIR CLIENTS. BEING A GUARDIAN IS A SIGNIFICANT RESPONSIBILITY; ONE THAT PROTECTS THE RIGHTS AND DIGNITY OF A FELLOW HUMAN BEING. IN CURRENT YEAR, 260 CLIENTS RECEIVED 2,121 INTERVENTIONS. VOLUNTEERS PROVIDED SERVICES VALUED AT $27,318 NOT INCLUDED IN SERVICE HOURS.
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IRS990/OtherExpensesGrp/Desc0EQUIPMENT REPAIR & MAIN
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt077
IRS990/OtherExpensesGrp/FundraisingAmt1156
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0514
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1184
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2345
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3625
IRS990/OtherExpensesGrp/ProgramServicesAmt03640
IRS990/OtherExpensesGrp/ProgramServicesAmt12444
IRS990/OtherExpensesGrp/ProgramServicesAmt2554
IRS990/OtherExpensesGrp/TotalAmt04231
IRS990/OtherExpensesGrp/TotalAmt12784
IRS990/OtherExpensesGrp/TotalAmt2899
IRS990/OtherExpensesGrp/TotalAmt3625
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt02711
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02711
IRS990/OtherRevenueTotalAmt02711
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt016217
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018703
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0235207
IRS990/OtherSalariesAndWagesGrp/TotalAmt0270127
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02016
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03129
IRS990/PayrollTaxesGrp/ProgramServicesAmt023196
IRS990/PayrollTaxesGrp/TotalAmt028341
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06078
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07427
IRS990/PrincipalOfficerNm0LINDA CROUCH-ROEPKEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0CHUMS PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1GUARDIANSHIP PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0139653
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt185410
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0139653
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt185410
IRS990/ProgSrvcAccomActy2Grp/Desc0CHUMS - THE PROGRAM IS INTENDED TO ENHANCE THE QUALITY OF LIFE FOR CHUMS CLIENTS BY EQUIPPING THEM WITH TOOLS THAT PROMOTE SELF-MANAGEMENT OF THEIR MENTAL ILLNESS. LIFE ESSENTIALS STAFF FACILITATE THE PROGRAM BY COMBINING EDUCATION, NETWORKING AND BEHAVIORAL ACTIVATION SERVICES. PARTICIPANTS, AGES 50 YEARS AND OLDER, LEARN COMMON THEMES THAT CONTRIBUTE TO THEIR RECOVERY AND SKILLS TO HELP MAINTAIN THEIR INDEPENDENCE, BOND WITH PEOPLE IN SIMILAR SITUATIONS AND TAKE BACK CONTROL OF THEIR LIVES. IN CURRENT YEAR, 42 CLIENTS RECEIVED 939 HOURS OF SERVICE. VOLUNTEERS PROVIDED SERVICES VALUED AT $4,422 NOT INCLUDED IN PROGRAM EXPENSES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt076858
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0139653
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0340645
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01686
IRS990/PYOtherExpensesAmt092744
IRS990/PYOtherRevenueAmt01687
IRS990/PYProgramServiceRevenueAmt0105014
IRS990/PYRevenuesLessExpensesAmt0-55951
IRS990/PYSalariesCompEmpBnftPaidAmt0412239
IRS990/PYTotalExpensesAmt0504983
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0449032
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt015845
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt085410
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0160892
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0149719
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0324702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0340644
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0298792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0295968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0331759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01591865
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0711
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01686
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01334
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01077
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05517
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0835473
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02137
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01687
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt027894
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt030397
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt017221
IRS990ScheduleA/OtherIncome170Grp/TotalAmt079336
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94440
IRS990ScheduleA/PublicSupportPY170Pct00.94130
IRS990ScheduleA/PublicSupportTotal170Amt01583433
IRS990ScheduleA/SubstantialContributorsTotAmt08432
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0324702
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0340644
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0298792
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0295968
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0331759
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01591865
IRS990ScheduleA/TotalSupportAmt01676718
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/DonatedServicesAndUseFcltsAmt040978
IRS990ScheduleD/DonatedServicesUseFcltsAmt040978
IRS990ScheduleD/EquipmentGrp/BookValueAmt011625
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022339
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033964
IRS990ScheduleD/ExpensesNotReportedAmt044685
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0536768
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt03707
IRS990ScheduleD/OtherRevenueAmt03703
IRS990ScheduleD/RevenueNotReportedAmt044681
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0552613
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING STANDARDS REQUIRE THE EVALUATION OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS, TO DETERMINE WHETHER THE TAX POSITION MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE ORGANIZATION'S EXEMPT STATUS IN JEOPARDY AS OF JUNE 30, 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING COSTS NETTED AGAINST FUNDRAISING INCOME 3,703. ROUNDING
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING COSTS NETTED AGAINST FUNDRAISING INCOME 3,703. ROUNDING 4.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011625
IRS990ScheduleD/TotalExpensesPerForm990Amt0536768
IRS990ScheduleD/TotalRevenuePerForm990Amt0552613
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0597294
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0581453
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES REVIEWED AND APPROVED THE 990 RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD IS REQUIRED TO ANNUALLY COMPLETE A SURVEY FORM DETAILING ANY RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD ANNUALLY APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR BY ANALYZING COMPENSATION OF OTHER EXECUTIVE DIRECTORS FROM THE 990S OF OTHER COMPARABLY SIZED ENTITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 1023 AND THE 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST TO THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING -4.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$235,382
Liabilities
$38,892
Net assets
$196,490
Revenue
$552,613
Expenses
$536,768
Net income
$15,845
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.40$1.48$5.27$5.76$0.50
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.39$1.97$5.35$5.34$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.35$0.39$1.96$5.53$5.37$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.20$0.39$1.81$4.49$5.05$0.56
2015Detailed filing. Detailed filing data is available for this year.$2.75$0.38$2.37$5.25$4.82$0.43
2014Detailed filing. Detailed filing data is available for this year.$2.36$0.42$1.93$4.59$5.12$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.52$2.46$5.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.45$2.45$4.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.42$2.61$4.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$0.39$3.08$4.59