Civic Intelligence

Casa Foundation Inc

990 • Fiscal year 2016 • EIN 33-0632829

Aug 01, 2015 to Jul 31, 2016 • Filed on Jun 05, 2017

Organization ProfileN/A
18655 West Bernardo DriveSan Diego, CA 92127-3002

(858) 592-1885

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

43rd percentile

0.14x

Higher debt load relative to revenue than 43% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

86th percentile

31%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

84th percentile

$250,887

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 51.7% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

34th percentile

-1.6%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$7,126,872

Down $117,927 (-1.6%) from 2015

Net Assets

Down

$7,060,046

Down $112,556 (-1.6%) from 2015

Liabilities

Down

$66,826

Down $5,371 (-7.4%) from 2015

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin86th percentile

Revenue

Down

$485,456

Down $494,312 (-50%) from 2015

Expenses

Down

$336,340

Down $54,133 (-14%) from 2015

Net Income

Down

$149,116

Down $440,179 (-75%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$15M$10M$5.0M$0Assets 2010: $4,319,018Liabilities 2010: $90,469Net Assets 2010: $4,228,5492010Assets 2011: $5,495,884Liabilities 2011: $112,557Net Assets 2011: $5,383,3272011Assets 2012: $5,909,240Liabilities 2012: $89,918Net Assets 2012: $5,819,3222012Assets 2013: $6,420,513Liabilities 2013: $94,399Net Assets 2013: $6,326,1142013Assets 2014: $6,962,333Liabilities 2014: $84,731Net Assets 2014: $6,877,6022014Assets 2015: $7,244,799Liabilities 2015: $72,197Net Assets 2015: $7,172,6022015Assets 2016: $7,126,872Liabilities 2016: $66,826Net Assets 2016: $7,060,0462016Assets 2017: $7,993,540Liabilities 2017: $71,544Net Assets 2017: $7,921,9962017Assets 2018: $8,918,547Liabilities 2018: $68,882Net Assets 2018: $8,849,6652018Assets 2019: $10,097,219Liabilities 2019: $58,051Net Assets 2019: $10,039,1682019Assets 2020: $10,576,313Liabilities 2020: $26,690Net Assets 2020: $10,549,6232020Assets 2021: $12,899,243Liabilities 2021: $34,498Net Assets 2021: $12,864,7452021Assets 2022: $11,784,363Liabilities 2022: $70,228Net Assets 2022: $11,714,1352022Assets 2023: $12,473,234Liabilities 2023: $63,196Net Assets 2023: $12,410,0382023Assets 2024: $14,304,863Liabilities 2024: $55,847Net Assets 2024: $14,249,0162024

Highlighted filing

2016

Assets$7,126,872
Liabilities$66,826
Net Assets$7,060,046
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $257,6822010Expenses 2011: $233,0142011Expenses 2012: $334,5912012Expenses 2013: $325,4822013Revenue 2014: $648,429Expenses 2014: $339,791Net Income 2014: $308,6382014Revenue 2015: $979,768Expenses 2015: $390,473Net Income 2015: $589,2952015Revenue 2016: $485,456Expenses 2016: $336,340Net Income 2016: $149,1162016Revenue 2017: $625,842Expenses 2017: $385,911Net Income 2017: $239,9312017Revenue 2018: $1,262,121Expenses 2018: $400,154Net Income 2018: $861,9672018Revenue 2019: $1,900,014Expenses 2019: $426,828Net Income 2019: $1,473,1862019Revenue 2020: $1,391,550Expenses 2020: $675,084Net Income 2020: $716,4662020Revenue 2021: $936,717Expenses 2021: $364,417Net Income 2021: $572,3002021Revenue 2022: $1,542,283Expenses 2022: $250,943Net Income 2022: $1,291,3402022Revenue 2023: $919,123Expenses 2023: $430,229Net Income 2023: $488,8942023Revenue 2024: $1,868,206Expenses 2024: $423,691Net Income 2024: $1,444,5152024

Highlighted filing

2016

Revenue$485,456
Expenses$336,340
Net Income$149,116
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Jun 5, 2017
Return Version
2015v3.0
Gross Receipts
$487,883
Mission and Program Overview

Mission

See Statement 4

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,027,512$5,923,382▼ $104,130
Other Notes and Loans Receivable, Net$850,537$648,372▼ $202,165
Inventories for Sale or Use$343,798$346,761▲ $2,963
Cash and Non-Interest-Bearing Accounts$10,471$208,009▲ $197,538
Land, Buildings, and Equipment, Net$10,281--
Prepaid Expenses and Deferred Charges$2,200--
Accounts Receivable-$348-
Total Assets$7,244,799$7,126,872▼ $117,927
Liabilities
Deferred Revenue$72,197$60,842▼ $11,355
Accounts Payable and Accrued Expenses-$5,984-
Total Liabilities$72,197$66,826▼ $5,371
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,004,461$3,039,562▲ $35,101
Unrestricted Net Assets$3,060,677$2,950,212▼ $110,465
Temporarily Rstr Net Assets$1,107,464$1,070,272▼ $37,192
Total Net Assets Fund Balance$7,172,602$7,060,046▼ $112,556
Total Liabilities and Net Assets / Fund Balance$7,244,799$7,126,872▼ $117,927

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$12,131$12,131

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,583,876$103,875▼ $18,497$121,633$5,547,621
2014$5,226,114$505,516▼ $61,489$86,265$5,583,876
2013$4,673,724$355,163▲ $348,719$151,492$5,226,114
2012$4,195,201$136,220▲ $426,210$83,907$4,673,724
2011$3,666,565$703,230▼ $100,979$73,615$4,195,201
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleOtherTotal
Kim DominyMember$250,887$250,887
David JohnsonCFO/Treasurer$182,545$182,545

Board Members and Trustees

NameTitle
Marcy KayeChair
David Johnson-
Kim Dominy-
Dorothy RishebergerMember
Jay RiordanMember
Kathy FrederickMember
Jeannine MccullaghSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$358,400
Program Service Revenue
$0
Investment Income
$127,056
Other Revenue
$0
All Other Contributions
$358,400
Change in Net Assets
$149,116

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$46,118Average mkt price
Clothing and Household Goods-$37,916Sales price
Cars and Other Vehicles4$8,590Sales price
Works of Art30$5,399Market value
Total Noncash Contributions36$98,023-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$202,020
Other Expenses$134,320
Total Fundraising Expense$32,270
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$202,020--$202,020
Fees for Services Other$32,271$32,271$32,270$96,812
Fees for Services Accounting$0$27,000$0$27,000
Office Expenses$3,806$377$0$4,183
Information Technology$0$3,516$0$3,516
Total Functional Expenses$240,906$63,164$32,270$336,340
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Casa de las Campanas IncSan Diego, CA501(c)(3)generalsupport$202,020
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
Federal Income Tax-
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
No
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
Filing and Contact Details

Filer

Filer Name
Casa Foundation Inc
EIN
33-0632829
Phone
8585921885
Address
18655 West Bernardo Drive, San Diego, CA 92127-3002

Signing Officer

Name
David Johnson
Title
CFO
Phone
8585921885
Signed
2017-06-05

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
19
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 is shared with the Board of Directors at a Board meeting prior to filing with brief review and question & answer session.”

Pt VI, Line 12C

“Annually the Board completes a conflict of interest form.”

Other

“Form IX line 11 g represents $4,357 for Trustee Fees and”

Other

“Administrative & Fundraising Consulting for $92,455”

Pt VI, Line 19

“Conflict of Interest Statements, governing documents and financial statements are available by request.”

Financial Statement Notes

Pt III, Line 4

“Art collection is displayed throughout the facility for”

Pt III, Line 4

“the enjoyment of the Residents.”

Pt V, Line 4

“Various endowments for healthcare, transportation, activities, hardships, scholarships for non-profit programs.”

Pt X, Line 2

“Casa de las Campanas & the Foundation are exempt from Federal & California income taxes under section 501 (c) (3) of the IRC & corresponding California provisions, except to the extend UBIT as defined by the IRC. Casa & the Foundation maintain their tax-exempt status through devoting their resources to meet the primary needs of aged persons, housing, health care & financial security. The organization evaluates uncertain tax positions through its review of the sources of income to identify UBTI & certain other matters, including those which may affect its tax exempt status. The effect of the uncertainty would be recorded if the outcome was considered probable and reasonably estimatable. As of July 31, 2016 & 2015, the organization had no uncertain tax positions requiring accrual.”

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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0330371280
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0202020
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Casa de las Campanas Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0202020
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/ScheduleBRequiredInd0true
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt0346761
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/RevenuesIncludedAmt05399
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.41000
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0Art Collection in common areas
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05583876
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0103875
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05547621
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-18497
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0121633
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05226114
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0505516
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05583876
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-61489
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt086265
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04673724
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0355163
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05226114
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0348719
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0151492
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04195201
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0136220
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04673724
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0426210
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt083907
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03666565
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0703230
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04195201
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-100979
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt073615
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012131
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012131
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal Income Tax
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.55000
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Art collection is displayed throughout the facility for
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1the enjoyment of the Residents.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Various endowments for healthcare, transportation, activities, hardships, scholarships for non-profit programs.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Casa de las Campanas & the Foundation are exempt from Federal & California income taxes under section 501 (c) (3) of the IRC & corresponding California provisions, except to the extend UBIT as defined by the IRC. Casa & the Foundation maintain their tax-exempt status through devoting their resources to meet the primary needs of aged persons, housing, health care & financial security. The organization evaluates uncertain tax positions through its review of the sources of income to identify UBTI & certain other matters, including those which may affect its tax exempt status. The effect of the uncertainty would be recorded if the outcome was considered probable and reasonably estimatable. As of July 31, 2016 & 2015, the organization had no uncertain tax positions requiring accrual.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt V, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt X, Line 2
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.04000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0202020
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0generalsupport
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Casa de las Campanas Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0330371280
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt018655 W Bernardo Dr
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Diego
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092127
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation Board approves an annual budget prior to the beginning of the fiscal year. Any non-budgeted general support expenditures are approved by the Foundation Board. In addition, a committee reviews all results prior to going to the Board and records are kept to substantiate all activities that are subject to an annual audit.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0true
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt016076
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0168981
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1155509
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt09052
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt16377
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt01493
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt056778
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt119166
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KIM DOMINY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID JOHNSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0250887
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1182545
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Part II on the previous page relates to Casa de las Campanas, a related organization. Kim Dominy is an employee of Life Care Services, the management company, and serves as the Executive Director at Casa de las Campanas, a key employee.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1Incentive bonus compensation for the related organization was partially based on the related organization net operating income.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 6b
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/CarsAndOtherVehiclesGrp/ContributionCnt04
IRS990ScheduleM/CarsAndOtherVehiclesGrp/MethodOfDeterminingRevenuesTxt0Sales price
IRS990ScheduleM/CarsAndOtherVehiclesGrp/NonCashCheckboxInd0X
IRS990ScheduleM/CarsAndOtherVehiclesGrp/NoncashContributionsRptF990Amt08590
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0Sales price
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt037916
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0Average mkt price
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt046118
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990ScheduleM/WorksOfArtGrp/ContributionCnt030
IRS990ScheduleM/WorksOfArtGrp/MethodOfDeterminingRevenuesTxt0Market value
IRS990ScheduleM/WorksOfArtGrp/NonCashCheckboxInd0X
IRS990ScheduleM/WorksOfArtGrp/NoncashContributionsRptF990Amt05399
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is shared with the Board of Directors at a Board meeting prior to filing with brief review and question & answer session.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually the Board completes a conflict of interest form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form IX line 11 g represents $4,357 for Trustee Fees and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Administrative & Fundraising Consulting for $92,455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conflict of Interest Statements, governing documents and financial statements are available by request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,126,872
Liabilities
$66,826
Net assets
$7,060,046
Revenue
$485,456
Expenses
$336,340
Net income
$149,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$0.06$14.2$1.87$0.42$1.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.06$12.4$0.92$0.43$0.49
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.07$11.7$1.54$0.25$1.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.03$12.9$0.94$0.36$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.03$10.5$1.39$0.68$0.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.06$10.0$1.90$0.43$1.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.92$0.07$8.85$1.26$0.40$0.86
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.99$0.07$7.92$0.63$0.39$0.24
2016Detailed filing. Detailed filing data is available for this year.$7.13$0.07$7.06$0.49$0.34$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.24$0.07$7.17$0.98$0.39$0.59
2014Detailed filing. Detailed filing data is available for this year.$6.96$0.08$6.88$0.65$0.34$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.42$0.09$6.33$0.33
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.09$5.82$0.33
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.50$0.11$5.38$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$0.09$4.23$0.26