Civic Intelligence

The Ohio Masonic Home Benevolent Endowment Foundation Inc

990 • Fiscal year 2019 • EIN 31-1451818

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 10, 2020

Five Masonic DriveSpringfield, OH 45504-3658

(937) 525-3003

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

37th percentile

0.32x

Higher debt load relative to revenue than 37% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Net Margin

97th percentile

78%

Higher net margin than 97% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

22nd percentile

$272,459

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Asset Growth

64th percentile

8.4%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-28%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Assets

Up

$227,390,123

Up $17,702,807 (+8.4%) from 2018

Net Assets

Up

$224,285,589

Up $18,396,141 (+8.9%) from 2018

Liabilities

Down

$3,104,534

Down $693,334 (-18%) from 2018

Revenue

Down

$9,619,485

Down $3,680,724 (-28%) from 2018

Expenses

Up

$2,133,122

Up $388,458 (+22%) from 2018

Net Income

Down

$7,486,363

Down $4,069,182 (-35%) from 2018

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2010: $210,094,206Liabilities 2010: $3,467,660Net Assets 2010: $206,626,5462010Assets 2011: $199,416,378Liabilities 2011: $7,125,877Net Assets 2011: $192,290,5012011Assets 2012: $217,627,807Liabilities 2012: $6,861,596Net Assets 2012: $210,766,2112012Assets 2013: $239,048,354Liabilities 2013: $6,534,678Net Assets 2013: $232,513,6762013Assets 2014: $238,238,067Liabilities 2014: $6,583,253Net Assets 2014: $231,654,8142014Assets 2015: $218,977,477Liabilities 2015: $5,512,848Net Assets 2015: $213,464,6292015Assets 2016: $213,580,917Liabilities 2016: $4,033,087Net Assets 2016: $209,547,8302016Assets 2017: $234,228,167Liabilities 2017: $2,894,924Net Assets 2017: $231,333,2432017Assets 2018: $209,687,316Liabilities 2018: $3,797,868Net Assets 2018: $205,889,4482018Assets 2019: $227,390,123Liabilities 2019: $3,104,534Net Assets 2019: $224,285,5892019Assets 2020: $243,587,892Liabilities 2020: $3,409,879Net Assets 2020: $240,178,0132020Assets 2021: $268,229,924Liabilities 2021: $4,358,864Net Assets 2021: $263,871,0602021Assets 2022: $215,578,947Liabilities 2022: $223,937Net Assets 2022: $215,355,0102022Assets 2023: $229,115,384Liabilities 2023: $227,922Net Assets 2023: $228,887,4622023Assets 2024: $238,264,010Liabilities 2024: $205,256Net Assets 2024: $238,058,7542024

Highlighted filing

2019

Assets$227,390,123
Liabilities$3,104,534
Net Assets$224,285,589

Operations Trend

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

$40M$30M$20M$10M$0Expenses 2010: $9,786,6242010Expenses 2011: $9,346,5422011Expenses 2012: $8,801,9112012Revenue 2013: $21,663,472Expenses 2013: $9,808,173Net Income 2013: $11,855,2992013Revenue 2014: $20,337,381Expenses 2014: $9,992,524Net Income 2014: $10,344,8572014Revenue 2015: $6,988,089Expenses 2015: $1,203,044Net Income 2015: $5,785,0452015Revenue 2016: $4,063,387Expenses 2016: $1,418,977Net Income 2016: $2,644,4102016Revenue 2017: $22,534,669Expenses 2017: $1,651,257Net Income 2017: $20,883,4122017Revenue 2018: $13,300,209Expenses 2018: $1,744,664Net Income 2018: $11,555,5452018Revenue 2019: $9,619,485Expenses 2019: $2,133,122Net Income 2019: $7,486,3632019Revenue 2020: $11,166,085Expenses 2020: $2,164,504Net Income 2020: $9,001,5812020Revenue 2021: $39,817,408Expenses 2021: $2,049,081Net Income 2021: $37,768,3272021Revenue 2022: $6,080,924Expenses 2022: $2,211,096Net Income 2022: $3,869,8282022Revenue 2023: $6,206,486Expenses 2023: $2,266,455Net Income 2023: $3,940,0312023Revenue 2024: $14,596,664Expenses 2024: $2,192,962Net Income 2024: $12,403,7022024

Highlighted filing

2019

Revenue$9,619,485
Expenses$2,133,122
Net Income$7,486,363
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 10, 2020
Return Version
2019v5.1
Gross Receipts
$9,640,113
Mission and Program Overview

Mission

The intent is for the ohio masonic home benevolent endowment foundation to follow the mission of the ohio masonic home. The ohio masonic home's adopted mission is to be the trusted partner to help people age respectfully.

The work of the foundation represents the largest expression of the philanthropy of ohio freemasonry by being fiscally responsible through the use of sound investment management, fundraising and spending policies, and activities. These practices support the delivery of aid and aging services to allow individuals to age respectfully.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$208,630,433$226,386,769▲ $17,756,336
Investments Other Securities$636,694$742,054▲ $105,360
Cash and Non-Interest-Bearing Accounts$409,219$209,381▼ $199,838
Pledges and Grants Receivable$0$53,407▲ $53,407
Prepaid Expenses and Deferred Charges$6,103$21,029▲ $14,926
Land, Buildings, and Equipment, Net$4,867$2,483▼ $2,384
Total Assets$209,687,316$227,390,123▲ $17,702,807
Other Assets Total$0$-25,000▼ $25,000
Liabilities
Accounts Payable and Accrued Expenses$3,608,045$2,929,620▼ $678,425
Other Liabilities$189,823$174,914▼ $14,909
Total Liabilities$3,797,868$3,104,534▼ $693,334
Net Assets / Fund Balance
Net Assets With Donor Restrictions$210,630,424$228,792,248▲ $18,161,824
Net Assets Without Donor Restrictions$-4,740,976$-4,506,659▲ $234,317
Total Net Assets Fund Balance$205,889,448$224,285,589▲ $18,396,141
Total Liabilities and Net Assets / Fund Balance$209,687,316$227,390,123▲ $17,702,807

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,656$241,270$242,926
Other Land Buildings$827$33,302$34,129

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$211,050,948$82,221▲ $31,812,559$13,820,000$229,125,728
2018$237,019,857$61,175▼ $12,699,984$-13,330,100$211,050,948
2017$218,121,154$335,035▲ $32,479,455$-13,915,787$237,019,857
2016$223,012,121$634,708▲ $4,764,783$-10,290,458$218,121,154
2015$234,095,583-▼ $5,882,654$-5,200,808$223,012,121
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven PetitjeanExecutive Director the Ohio Masonic FoundationFT$156,431$17,584$174,015
Steven PetitjeanExecutive Director the Ohio Masonic-$156,431$17,584$174,015

Board Members and Trustees

NameTitle
Randy WilliamsChairman
Clyde Huddleston SrTrustee
David MowryTrustee
Howard LaudermilkTrustee
Martin TrentTrustee
Raymond FosnotTrustee
Terry PoseyTrustee
Scott a BuchananCEO, the Ohio Masonic Home
Thomas J MaloneyCOO & CFO
Gregory SneadSecretary
James WilliamsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$366,124
Program Service Revenue
$0
Investment Income
$9,257,312
Other Revenue
$-3,951
All Other Contributions
$241,982
Change in Net Assets
$7,486,363
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,565,454
Salaries, Compensation, and Employee Benefits$567,668
Total Fundraising Expense$380,897
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$1,033,063-$1,033,063
Other Salaries and Wages$82,224$35,563$173,523$291,310
Current Officers, Directors, Trustees, and Key Employees$52,205$52,205$69,606$174,016
Office Expenses$43,496$13,478$30,589$87,563
Fees for Services Other$43,199$12,432$13,186$68,817
Travel$23,759$11,880$23,759$59,398
Other Employee Benefits$17,173$11,558$28,708$57,439
Advertising$33,403--$33,403
Payroll Taxes$9,106$5,966$16,327$31,399
All Other Expenses$8,532$4,849$3,969$17,350
Pension Plan Contributions$3,916$2,566$7,022$13,504
Occupancy$3,470$2,273$6,221$11,964
Depreciation Depletion$2,410$1,579$4,322$8,311
Other Expenses$6,553$3,665$3,665$6,553
Insurance$332$498-$830
Total Functional Expenses$431,950$1,320,275$380,897$2,133,122
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$20,628
Fundraising Gross Income$15,548
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic$139,690$15,548$1,037$14,511
Total Events$139,690$15,548$20,628$-5,080
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuities$174,914
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization member is the ohio masonic home per the code of regulations.

Form 990, Part VI, Section A, Line 7A

Per the code of regulations, at the annual meeting or at such other time as may be designated by the ohio masonic home (omh) board of trustees, the omh board shall elect by majority vote of those trustees present, all trustees and/or directors of other corporations which are affiliated or wholly owned by the ohio masonic home.

Form 990, Part VI, Section A, Line 7B

The organization requires the approval of the ohio masonic home for the governing body's election or removal of members of the governing board, or approval of the governing body's decision to dissolve the organization.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by an outside accounting firm who then submits the form 990 to the executive director of the foundation, ceo, and cfo for review. A copy of the form 990 is provided to the board of trustees prior to the filing.

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

The ohio masonic home and its related organizations have a written conflict of interest policy that states that corporation shall not engage or contract with any business entity within which a trustee or officer has a material financial or personal interest unless certain criteria is met. Part of this criteria includes a majority vote of the board of trustees. Monitoring of the state of conflict is done annually by sending out a questionnaire to all of those who are required to disclose if a conflict exists. Within one (1) business day after being notified of a possible conflict of interest, the corporate compliance officer shall contact the board member, and acknowledge the possible conflict. Within four (4) business days of acknowledgement of a possible conflict or receipt of other information which indicates the occurrence of a conflict, the corporate compliance shall initiate a review to determine whether further inquiry should be undertaken on behalf of the corporation. The corporate compliance officer shall act diligently to determine whether a conflict of interest is present. The corporate compliance officer may coordinate an internal review and/or engage outside auditors and/or consultants to review the potential conflict. The reviews may involve an examination of any department of the corporation. In the event the review points to an actual conflict, the corporate compliance officer shall advise the chief executive officer, and if necessary, the chief operating officer, the chairman of the board of trustees, and the corporation's legal counsel, of the conflict of interest and determine a course of action. The chairman of the board of trustees may temporarily suspend voting rights during the review process and may permanently suspend rights if the conflict of interest is substantiated. The chief executive officer and the chief operating officer have the authority to recommend a temporary or permanent suspension of voting rights to the chairman of the board of trustees.

Form 990, Part VI, Section B, Line 15

The board of trustees determines the compensation of the organization's ceo. The compensation review for the ceo is conducted and approved by the board annually. The organization has compensation guidelines for most other positions. The reasonableness of the compensation paid is reviewed periodically with a review of compensation data which may be available through published sources or through comparable organizations and/or industry groups. The compensation is approved in advance for all employees through the annual budget approval and the determinations are recorded in the meeting minutes at the time the decisions are made. The compensation review for all other officers and key employees was last conducted in 2019.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and its financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Ohio Masonic Home Benevolent
EIN
31-1451818
Phone
9375253003
Address
FIVE MASONIC DRIVE, SPRINGFIELD, OH 45504-3658

Signing Officer

Name
Steve Petitjean
Title
Executive Director
Phone
9375253003
Signed
2020-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Petitjean
Formed
1995
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
6
Volunteers
65

Preparer

Firm
Plante & Moran Pllc
Address
250 S HIGH ST SUITE 100, COLUMBUS, OH 43215
Preparer
Amy Ciminello
Phone
6148493000
Supplemental Narrative

Additional Explanations

Form 990, Part IX (D)

Fundraising efforts are focused on restricted contributions.

FORM 990, PART XI, LINE 9:

Transfer to affiliates -12,789,508. Changes in values of beneficial interests in perpetual trusts 111,094.

Form 990, Part XII, Line 2C

The audit committee of the ohio masonic home, a related organization, undergoes the process to select an independent auditor. This process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

The purpose of the foundation endowment funds is to provide perpetual support to fund the charitable mission of the ohio masonic home.

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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/ActivityOrMissionDesc0THE WORK OF THE FOUNDATION REPRESENTS THE LARGEST EXPRESSION OF THE PHILANTHROPY OF OHIO FREEMASONRY BY BEING FISCALLY RESPONSIBLE THROUGH THE USE OF SOUND INVESTMENT MANAGEMENT, FUNDRAISING AND SPENDING POLICIES, AND ACTIVITIES. THESE PRACTICES SUPPORT THE DELIVERY OF AID AND AGING SERVICES TO ALLOW INDIVIDUALS TO AGE RESPECTFULLY.
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IRS990/Desc0PHILANTHROPIC SUPPORT: THE OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION PROVIDES SUPPORT TO THE OHIO MASONIC HOME AND ITS TAX EXEMPT SUBSIDIARIES. THIS SUPPORT IS USED TO FUND THE CHARITABLE ACTIVITIES OF THE HOME AND ITS SUBSIDIARIES INCLUDING OPERATIONS OF THE HOME, MAINTENANCE AND DEVELOPMENT OF FACILITIES, AS WELL AS THE SOLICITATION OF SUPPORT ON BEHALF OF THE OHIO MASONIC HOME AND ITS SUBSIDIARIES. IN 2019 THE OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION FACILITATED $931,623 IN CONTRIBUTIONS FOR THE OHIO MASONIC HOME, $124,841 IN CONTRIBUTIONS FOR THE OHIO MASONIC HOME AFFILIATES, AND $366,124 IN CONTRIBUTIONS FOR THE OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION FOR A TOTAL OF $1,422,588.
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IRS990/Form990PartVIISectionAGrp/PersonNm11THOMAS J MALONEY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9156431
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10241693
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11206016
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR THE OHIO MASONIC FOUNDATION
IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO, THE OHIO MASONIC HOME
IRS990/Form990PartVIISectionAGrp/TitleTxt11COO & CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0124142
IRS990/FundraisingDirectExpensesAmt020628
IRS990/FundraisingGrossIncomeAmt015548
IRS990/GainOrLossGrp/SecuritiesAmt03613944
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03613944
IRS990/GrossReceiptsAmt09640113
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0498
IRS990/InsuranceGrp/ProgramServicesAmt0332
IRS990/InsuranceGrp/TotalAmt0830
IRS990/InvestmentIncomeGrp/ExclusionAmt05643368
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05643368
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0636694
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0742054
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0208630433
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0226386769
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0274572
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04867
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02483
IRS990/LandBldgEquipCostOrOtherBssAmt0277055
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE INTENT IS FOR THE OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION TO FOLLOW THE MISSION OF THE OHIO MASONIC HOME. THE OHIO MASONIC HOME'S ADOPTED MISSION IS TO BE THE TRUSTED PARTNER TO HELP PEOPLE AGE RESPECTFULLY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0205889448
IRS990/NetAssetsOrFundBalancesEOYAmt0224285589
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03613944
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03613944
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-5080
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-5080
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt023588192
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-4740976
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-4506659
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06221
IRS990/OccupancyGrp/ManagementAndGeneralAmt02273
IRS990/OccupancyGrp/ProgramServicesAmt03470
IRS990/OccupancyGrp/TotalAmt011964
IRS990/OfficeExpensesGrp/FundraisingAmt030589
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013478
IRS990/OfficeExpensesGrp/ProgramServicesAmt043496
IRS990/OfficeExpensesGrp/TotalAmt087563
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0-25000
IRS990/OtherChangesInNetAssetsAmt0-12678414
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt028708
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011558
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017173
IRS990/OtherEmployeeBenefitsGrp/TotalAmt057439
IRS990/OtherExpensesGrp/Desc0CORPORATE ALLOCATIONS
IRS990/OtherExpensesGrp/Desc1DONATION/CONTRIBUTION E
IRS990/OtherExpensesGrp/Desc2DIETARY SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc3DONOR RECOGNITION
IRS990/OtherExpensesGrp/FundraisingAmt03665
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0128700
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13665
IRS990/OtherExpensesGrp/ProgramServicesAmt0100340
IRS990/OtherExpensesGrp/ProgramServicesAmt11832
IRS990/OtherExpensesGrp/ProgramServicesAmt26553
IRS990/OtherExpensesGrp/TotalAmt0128700
IRS990/OtherExpensesGrp/TotalAmt1100340
IRS990/OtherExpensesGrp/TotalAmt29162
IRS990/OtherExpensesGrp/TotalAmt36553
IRS990/OtherLiabilitiesGrp/BOYAmt0189823
IRS990/OtherLiabilitiesGrp/EOYAmt0174914
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LITIGATION INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01129
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01129
IRS990/OtherRevenueTotalAmt01129
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0173523
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt035563
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt082224
IRS990/OtherSalariesAndWagesGrp/TotalAmt0291310
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016327
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05966
IRS990/PayrollTaxesGrp/ProgramServicesAmt09106
IRS990/PayrollTaxesGrp/TotalAmt031399
IRS990/PensionPlanContributionsGrp/FundraisingAmt07022
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02566
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03916
IRS990/PensionPlanContributionsGrp/TotalAmt013504
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt053407
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06103
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021029
IRS990/PrincipalOfficerNm0STEVE PETITJEAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0503145
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012792378
IRS990/PYOtherExpensesAmt01255780
IRS990/PYOtherRevenueAmt04686
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt011555545
IRS990/PYSalariesCompEmpBnftPaidAmt0488884
IRS990/PYTotalExpensesAmt01744664
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013300209
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07486363
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt013
IRS990ScheduleA/SupportedOrganizationsTotalCnt013
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310536997
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1311591769
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2311816443
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3261306274
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4320186721
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5311696952
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6352491340
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7300805634
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8364775464
IRS990ScheduleA/SupportedOrgInformationGrp/EIN9300804364
IRS990ScheduleA/SupportedOrgInformationGrp/EIN10562460621
IRS990ScheduleA/SupportedOrgInformationGrp/EIN11464229674
IRS990ScheduleA/SupportedOrgInformationGrp/EIN12311451813
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd30
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd40
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd50
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd60
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd70
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd80
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd90
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd100
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd110
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd120
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd310
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd410
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd510
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd610
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd710
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd810
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd910
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd1010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd1110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd1210

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$238$0.21$238$14.6$2.19$12.4
2023Detailed filing. Detailed filing data is available for this year.$229$0.23$229$6.21$2.27$3.94
2022Detailed filing. Detailed filing data is available for this year.$216$0.22$215$6.08$2.21$3.87
2021Detailed filing. Detailed filing data is available for this year.$268$4.36$264$39.8$2.05$37.8
2020Detailed filing. Detailed filing data is available for this year.$244$3.41$240$11.2$2.16$9.00
2019Detailed filing. Detailed filing data is available for this year.$227$3.10$224$9.62$2.13$7.49
2018Detailed filing. Detailed filing data is available for this year.$210$3.80$206$13.3$1.74$11.6
2017Detailed filing. Detailed filing data is available for this year.$234$2.89$231$22.5$1.65$20.9
2016Detailed filing. Detailed filing data is available for this year.$214$4.03$210$4.06$1.42$2.64
2015Detailed filing. Detailed filing data is available for this year.$219$5.51$213$6.99$1.20$5.79
2014Detailed filing. Detailed filing data is available for this year.$238$6.58$232$20.3$9.99$10.3
2013Detailed filing. Detailed filing data is available for this year.$239$6.53$233$21.7$9.81$11.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$218$6.86$211$8.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$199$7.13$192$9.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$210$3.47$207$9.79