Civic Intelligence

Montpelier Foundation

990 • Fiscal year 2019 • EIN 31-1620682

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 23, 2020

Organization ProfileWWW.MONTPELIER.ORG

View Organization Page

PO Box 911Orange, VA 22960

(540) 672-2728

Siviq Scores

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

Liabilities / Assets

54th percentile

0.28x

Higher debt load relative to assets than 54% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

1.21x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

11th percentile

-18%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$279,353

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

12th percentile

-5.2%

Faster asset growth than 12% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$34,216,716

Down $1,895,606 (-5.2%) from 2018

Net Assets

Down

$24,600,587

Down $1,459,637 (-5.6%) from 2018

Liabilities

Down

$9,616,129

Down $435,969 (-4.3%) from 2018

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin11th percentile

Revenue

Up

$7,946,640

Up $1,023,107 (+15%) from 2018

Expenses

Down

$9,404,857

Down $1,462,828 (-13%) from 2018

Net Income

Up

-$1,458,217

Up $2,485,935 (+63%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$60M$40M$20M$0Assets 2010: $34,750,476Liabilities 2010: $10,236,919Net Assets 2010: $24,513,5572010Assets 2011: $32,025,164Liabilities 2011: $10,249,769Net Assets 2011: $21,775,3952011Assets 2012: $31,840,816Liabilities 2012: $10,015,142Net Assets 2012: $21,825,6742012Assets 2013: $33,289,306Liabilities 2013: $10,063,983Net Assets 2013: $23,225,3232013Assets 2015: $43,197,946Liabilities 2015: $10,472,419Net Assets 2015: $32,725,5272015Assets 2017: $39,963,701Liabilities 2017: $10,496,486Net Assets 2017: $29,467,2152017Assets 2018: $36,112,322Liabilities 2018: $10,052,098Net Assets 2018: $26,060,2242018Assets 2019: $34,216,716Liabilities 2019: $9,616,129Net Assets 2019: $24,600,5872019Assets 2020: $32,140,542Liabilities 2020: $9,588,999Net Assets 2020: $22,551,5432020Assets 2021: $34,651,611Liabilities 2021: $8,898,825Net Assets 2021: $25,752,7862021Assets 2022: $32,791,745Liabilities 2022: $7,833,547Net Assets 2022: $24,958,1982022Assets 2023: $36,190,610Liabilities 2023: $7,164,664Net Assets 2023: $29,025,9462023

Highlighted filing

2019

Assets$34,216,716
Liabilities$9,616,129
Net Assets$24,600,587
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $7,461,9372010Expenses 2011: $8,587,0152011Expenses 2012: $6,816,2522012Revenue 2013: $7,287,160Expenses 2013: $6,781,697Net Income 2013: $505,4632013Revenue 2015: $21,217,451Expenses 2015: $9,692,668Net Income 2015: $11,524,7832015Revenue 2017: $8,048,785Expenses 2017: $11,496,518Net Income 2017: -$3,447,7332017Revenue 2018: $6,923,533Expenses 2018: $10,867,685Net Income 2018: -$3,944,1522018Revenue 2019: $7,946,640Expenses 2019: $9,404,857Net Income 2019: -$1,458,2172019Revenue 2020: $5,470,345Expenses 2020: $7,524,678Net Income 2020: -$2,054,3332020Revenue 2021: $6,661,464Expenses 2021: $5,781,562Net Income 2021: $879,9022021Revenue 2022: $7,244,660Expenses 2022: $6,688,180Net Income 2022: $556,4802022Revenue 2023: $10,079,782Expenses 2023: $6,134,018Net Income 2023: $3,945,7642023

Highlighted filing

2019

Revenue$7,946,640
Expenses$9,404,857
Net Income-$1,458,217
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 23, 2020
Return Version
2018v3.1
Gross Receipts
$8,337,557
Mission and Program Overview

Mission

A memorial to james madison and the enslaved community, a museum of american history, and a center for constitutional education that engages the public with the enduring legacy of madison's most powerful idea: government by the people.

To inspire continuing public engagement with american constitutional self-government by bringing to life the home and contributions of james and dolley madison.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$21,394,304$20,614,587▼ $779,717
Investments Other Securities$11,063,378$9,307,522▼ $1,755,856
Savings and Temporary Cash Investments$120,338$1,395,409▲ $1,275,071
Pledges and Grants Receivable$1,204,226$851,770▼ $352,456
Inventories for Sale or Use$271,225$225,981▼ $45,244
Cash and Non-Interest-Bearing Accounts$1,104,479$105,209▼ $999,270
Prepaid Expenses and Deferred Charges$117,119$102,927▼ $14,192
Total Assets$36,112,322$34,216,716▼ $1,895,606
Other Assets Total$837,253$1,613,311▲ $776,058
Liabilities
Tax Exempt Bond Liabilities$9,002,222$8,592,178▼ $410,044
Other Liabilities$594,149$702,889▲ $108,740
Accounts Payable and Accrued Expenses$299,872$218,859▼ $81,013
Deferred Revenue$68,538$60,132▼ $8,406
Mortgage Notes Payable Secured by Investment Property$87,317$42,071▼ $45,246
Total Liabilities$10,052,098$9,616,129▼ $435,969
Net Assets / Fund Balance
Unrestricted Net Assets$12,644,527$11,827,645▼ $816,882
Temporarily Rstr Net Assets$9,284,797$8,541,775▼ $743,022
Permanently Rstr Net Assets$4,130,900$4,231,167▲ $100,267
Total Net Assets Fund Balance$26,060,224$24,600,587▼ $1,459,637
Total Liabilities and Net Assets / Fund Balance$36,112,322$34,216,716▼ $1,895,606

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$15,323,967$7,086,108$22,410,075
Buildings$4,130,570$498,207$4,628,777
Equipment$858,997$1,551,725$2,410,722
Other Land Buildings$301,053$1,084,678$1,385,731
Other Securities$9,307,522--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$11,258,902-▲ $384,917$2,195,822$9,406,067
2017$10,921,909-▲ $808,100$430,880$11,258,902
2016$9,821,309$400,000▲ $1,161,653$435,851$10,921,909
2015$9,044,250$1,500,900▼ $251,899$440,280$9,821,309
2014$9,419,878$250,000▼ $177,366$410,395$9,044,250
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ms Kat ImhoffPresident & CEOFT$227,031$52,322$279,353
Dr Elizabeth Vassa ChewVP Museum ProgramsFT$165,853$8,404$174,257
DR SEAN O'BRIENExecutive VP & COOFT$125,665$7,242$132,907
Mr Douglas F TroutExecutive VP & CAOFT$120,467$7,548$128,015
Ms Elizabeth H Von HassellDirector of Major GiftsFT$117,485$8,421$125,906
Charles D SmithVP Constitution CenterFT$101,698$9,655$111,353

Board Members and Trustees

NameTitle
Mr Dennis a KernahanChairman
Dr Eugene W HickokVice Chairman
Ms Margaret H JordanVice Chairman
Dr Dennis M CampbellDirector
Mr Benjamin BrewsterDirector
Mr Frank B AtkinsonDirector
Mr John AdamsDirector
Mr Leigh B Middleditch JrDirector
Mr Paul W EdmondsonDirector
Mr Robert a LeathDirector
Mrs Florence Bryan FowlkesDirector
Mrs Gail SerfatyDirector
Mrs Pamela F EdmondsDirector
Ms Linda C GibsonDirector
Ms Stacey Zolt HaraDirector
Professor Alan TaylorDirector
Professor Jack N RakoveDirector
Mr Arthur H Bryant JrFormer Director
Ms Patricia CroweSecretary
Mr Francois L BairdTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
S3 Integration LLCSecurity & Gate Upgrades3532 MAYLAND COURT, Henrico, VA 23233$227,794
The Blue Ridge Group INCAdvertising206 E JEFFERSON ST, Charlottesville, VA 22902$182,213
Daniel J Edelman INCNational Constitution Survey250 HUDSON STREET, New York, NY 10013$171,709
Revenue and Support

Revenue Composition

Contributions and Grants
$5,599,523
Program Service Revenue
$1,330,818
Investment Income
$356,413
Other Revenue
$659,886
All Other Contributions
$5,587,998
Change in Net Assets
$-1,458,217

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded17$240,786Fair Market Value
Total Noncash Contributions17$240,786-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,946,640
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,705
Total Revenue per Audited Statements
$7,961,345
Total Revenue per Form 990
$7,946,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,930,061
Other Expenses$4,474,796
Total Fundraising Expense$1,337,624
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,380,080$547,771$615,159$3,543,010
Depreciation Depletion$1,325,230$14,245$22,168$1,361,643
Fees for Services Other$447,345$145,254$115,534$708,133
Other Employee Benefits$381,338$93,419$105,891$580,648
Conferences and Meetings$419,533$3,572$99,099$522,204
Current Officers, Directors, Trustees, and Key Employees$284,868$105,076$124,852$514,796
Advertising$176,366$38,998$96,701$312,065
Interest$216,892$80,089$1,144$298,125
Payroll Taxes$191,511$46,916$53,180$291,607
Occupancy$200,845$6,228$11,351$218,424
All Other Expenses$162,207$36,051$19,305$217,563
Insurance$91,107$2,853$4,510$98,470
Office Expenses$75,246$8,549$14,120$97,915
Travel$56,964$13,178$20,685$90,827
Fees for Services Accounting$33,889$11,588$6,152$51,629
Other Expenses$27,127$3,910$6,509$27,127
Fees for Services Legal$8,620$2,948$1,565$13,133
Total Functional Expenses$6,894,132$1,173,101$1,337,624$9,404,857

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,420,982
Expenses per Audited Statements$9,404,857
Total Expenses per Form 990$9,404,857
Expenses Not Reported on Form 990$16,125
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$164,084
Fundraising Direct Expenses$80,563
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dolley Madison Legacy Luncheon$164,084$164,084$16,266$147,818
Total Events$164,084$164,084$80,563$83,521
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Wages and Vacation$302,193
Line of Credit$223,570
Capital Lease Payable$100,736
Other Liabilities$44,894
Security Deposits$31,496

Bond Issues

BondIssuerIssuedIssue PricePurpose
AEda of the County of Orange Virginia2013-06-27$9,100,000Refund of issuer's $9,100,000 variable rate tax exempt bond issued 12/16/04

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$9,100,000$9,100,000--

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“On behalf of the board, the finance committee receives, reviews, and discusses the 990 with management and the independent auditors. Subsequent to that, the foundation provides a draft copy of the 990 to all board members prior to filing.”

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

“The conflict of interest policy has been distributed to all members of the organization's board of directors and management personnel. Through their conscious efforts during the decision making process, the organization refrains from entering into transactions which are in violation of the policy. It is the continuing responsibility of the board, officers, and management employees to scrutinize their transactions and outside business interests and relationships for potential conflicts and to immediately make such disclosures to the president of the foundation.”

Form 990, Part VI, Section B, Line 15

“The foundation's board of directors has a human resources committee that determines compensation for the president of the foundation. The committee reviews the compensation amounts paid by other local historical sites and non-profits before determining what level to set compensation for the foundation's president. For other officers and key employees, salary recommendations are made by the president.”

Form 990, Part VI, Section C, Line 18

“The foundation's 990 is stored on file in the main office. The custodian of the information will fax or send electronically these documents upon a specific request.”

Form 990, Part VI, Section C, Line 19

“The foundation keeps a public information file in the main office. The custodian of the documents will fax or send electronically these documents upon a specific request.”

Filing and Contact Details

Filer

Filer Name
Montpelier Foundation
EIN
31-1620682
Phone
5406722728
Address
PO BOX 911, ORANGE, VA 22960

Signing Officer

Name
Mr Doug Trout
Title
Interim President
Phone
5406722728
Signed
2020-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Doug Trout
Formed
1998
Legal Domicile
Va
Voting Board Members
19
Independent Board Members
19
Employees
155
Volunteers
72

Preparer

Firm
HANTZMON WIEBEL LLP CPA'S
Address
818 E JEFFERSON ST PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Matthew J Dean
Phone
4342962156
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of beneficial interest in trusts -3,237.”

Form 990, Page 12, Line 2C

“A draft copy of the foundation's audited financial statements are reviewed by the audit committee of the board of directors prior to acceptance. Also, the audit committee is responsible for the selecting of the independant auditors and oversight of the audit.”

990 Part XI, Line 2B

“The foundation's financial statements are audited annually on a consolidated basis. Supplemental consolidating schedules, for which a separate audit report is issued, are provided in the financial statements.”

Financial Statement Notes

PART III, LINE 1A:

“Contributions and expenditures for works of art, historical treasures, and similar assets that are held as part of collections are not recognized as an asset in accordance with accounting standards. Cost for improvements to and restoration of the historic buildings and grounds are expensed when incurred in accordance with accounting standards.”

PART III, LINE 4:

“The foundation's collections consist of period furniture, art work, and other household items which are displayed in the home of james and dolley madison. These displays allow visitors to better understand their style and interests and glean an appreciation for what life was like for them at montpelier.”

PART X, LINE 2:

“The foundation has reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with guidance established by the financial accounting standards board and determined that there are no uncertain tax positions that would have a material impact on the financial statements of the foundation.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest in trusts -3,237. Fundraising expenses netted on 990 16,125.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses netted on 990 16,125.”

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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/Form990PartVIISectionAGrp/PersonNm1MR FRANK B ATKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm2MR FRANCOIS L BAIRD
IRS990/Form990PartVIISectionAGrp/PersonNm3MR BENJAMIN BREWSTER
IRS990/Form990PartVIISectionAGrp/PersonNm4DR DENNIS M CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm5MS PATRICIA CROWE
IRS990/Form990PartVIISectionAGrp/PersonNm6MRS PAMELA F EDMONDS
IRS990/Form990PartVIISectionAGrp/PersonNm7MR PAUL W EDMONDSON
IRS990/Form990PartVIISectionAGrp/PersonNm8MRS FLORENCE BRYAN FOWLKES
IRS990/Form990PartVIISectionAGrp/PersonNm9MS LINDA C GIBSON
IRS990/Form990PartVIISectionAGrp/PersonNm10MS STACEY ZOLT HARA
IRS990/Form990PartVIISectionAGrp/PersonNm11DR EUGENE W HICKOK
IRS990/Form990PartVIISectionAGrp/PersonNm12MS MARGARET H JORDAN
IRS990/Form990PartVIISectionAGrp/PersonNm13MR DENNIS A KERNAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm14MR ROBERT A LEATH
IRS990/Form990PartVIISectionAGrp/PersonNm15MR LEIGH B MIDDLEDITCH JR
IRS990/Form990PartVIISectionAGrp/PersonNm16PROFESSOR JACK N RAKOVE
IRS990/Form990PartVIISectionAGrp/PersonNm17MRS GAIL SERFATY
IRS990/Form990PartVIISectionAGrp/PersonNm18PROFESSOR ALAN TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm19MR ARTHUR H BRYANT JR
IRS990/Form990PartVIISectionAGrp/PersonNm20MS KAT IMHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm21DR ELIZABETH VASSA CHEW
IRS990/Form990PartVIISectionAGrp/PersonNm22DR SEAN O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm23MR DOUGLAS F TROUT
IRS990/Form990PartVIISectionAGrp/PersonNm24CHARLES D SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm25MS ELIZABETH H VON HASSELL
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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19FORMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP MUSEUM PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE VP & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE VP & CAO
IRS990/Form990PartVIISectionAGrp/TitleTxt24VP CONSTITUTION CENTER
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR OF MAJOR GIFTS
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IRS990/MissionDesc0MONTPELIER EMBRACES ITS UNIQUE IDENTITY AS A MONUMENT TO JAMES MADISON, A MUSEUM OF AMERCIAN HISTORY, AND A CENTER FOR CONSTITUTIONAL EDUCATION THAT ENGAGES THE PUBLIC WITH THE ENDURING LEGACY OF MADISON'S MOST POWERFUL IDEA: GOVERNMENT BY THE PEOPLE. AS THE LIFELONG HOME OF JAMES MADISON, FATHER OF THE CONSITUTION AND ARCHITECT OF THE BILL OF RIGHTS, MONTPELIER'S MISSION IS TO COMMUNICATE MADISON'S ROLE IN CREATING OUR MODERN, DEMOCRATIC GOVERNMENT.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,216,716
Liabilities
$9,616,129
Net assets
$24,600,587
Revenue
$7,946,640
Expenses
$9,404,857
Net income
-$1,458,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.2$7.16$29.0$10.1$6.13$3.95
2022Detailed filing. Detailed filing data is available for this year.$32.8$7.83$25.0$7.24$6.69$0.56
2021Detailed filing. Detailed filing data is available for this year.$34.7$8.90$25.8$6.66$5.78$0.88
2020Detailed filing. Detailed filing data is available for this year.$32.1$9.59$22.6$5.47$7.52$2.05
2019Detailed filing. Detailed filing data is available for this year.$34.2$9.62$24.6$7.95$9.40$1.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.1$10.1$26.1$6.92$10.9$3.94
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.0$10.5$29.5$8.05$11.5$3.45
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.2$10.5$32.7$21.2$9.69$11.5
2013Detailed filing. Detailed filing data is available for this year.$33.3$10.1$23.2$7.29$6.78$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$10.0$21.8$6.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.0$10.2$21.8$8.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.8$10.2$24.5$7.46
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $25M-$50M nonprofits