Civic Intelligence

Aofgolden State Community Development Corp

990 • Fiscal year 2019 • EIN 33-0861387

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileWWW.AOFGOLDENSTATE.COM
7755 Center Avenue No 575Huntington Beach, CA 92647

(714) 799-1339

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.07x

Higher debt load relative to assets than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

10.77x

Higher debt load relative to revenue than 98% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

7th percentile

-40%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

98th percentile

$551,842

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 212.6% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

21st percentile

-4.5%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-9.6%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$2,608,287

Down $369,383 (-12%) from 2017

Net Assets

Down

-$188,440

Down $333,902 (-230%) from 2017

Liabilities

Down

$2,796,727

Down $35,481 (-1.3%) from 2017

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin7th percentile

Revenue

Down

$259,615

Down $106,526 (-29%) from 2017

Expenses

Up

$364,078

Up $12,680 (+3.6%) from 2017

Net Income

Down

-$104,463

Down $119,206 (-809%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $3,308,690Liabilities 2011: $2,882,702Net Assets 2011: $425,9882011Assets 2012: $3,238,343Liabilities 2012: $2,919,775Net Assets 2012: $318,5682012Assets 2013: $3,187,917Liabilities 2013: $2,904,067Net Assets 2013: $283,8502013Assets 2014: $3,180,333Liabilities 2014: $2,886,774Net Assets 2014: $293,5592014Assets 2015: $3,067,827Liabilities 2015: $2,876,583Net Assets 2015: $191,2442015Assets 2016: $2,988,855Liabilities 2016: $2,858,136Net Assets 2016: $130,7192016Assets 2017: $2,977,670Liabilities 2017: $2,832,208Net Assets 2017: $145,4622017Assets 2019: $2,608,287Liabilities 2019: $2,796,727Net Assets 2019: -$188,4402019Assets 2020: $2,479,942Liabilities 2020: $2,775,462Net Assets 2020: -$295,5202020Assets 2021: $2,333,734Liabilities 2021: $2,757,661Net Assets 2021: -$423,9272021Assets 2022: $2,278,391Liabilities 2022: $2,751,499Net Assets 2022: -$473,1082022Assets 2024: $2,202,965Liabilities 2024: $2,696,870Net Assets 2024: -$493,9052024

Highlighted filing

2019

Assets$2,608,287
Liabilities$2,796,727
Net Assets-$188,440
Open 2019 Filing

Operations Trend

Revenue Growth23rd percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $263,8072011Expenses 2012: $303,1792012Revenue 2013: $346,806Expenses 2013: $381,524Net Income 2013: -$34,7182013Revenue 2014: $374,916Expenses 2014: $365,207Net Income 2014: $9,7092014Revenue 2015: $312,820Expenses 2015: $415,135Net Income 2015: -$102,3152015Revenue 2016: $286,209Expenses 2016: $346,734Net Income 2016: -$60,5252016Revenue 2017: $366,141Expenses 2017: $351,398Net Income 2017: $14,7432017Revenue 2019: $259,615Expenses 2019: $364,078Net Income 2019: -$104,4632019Revenue 2020: $271,582Expenses 2020: $378,662Net Income 2020: -$107,0802020Revenue 2021: $250,217Expenses 2021: $378,624Net Income 2021: -$128,4072021Revenue 2022: $366,569Expenses 2022: $415,750Net Income 2022: -$49,1812022Revenue 2024: $378,999Expenses 2024: $425,325Net Income 2024: -$46,3262024

Highlighted filing

2019

Revenue$259,615
Expenses$364,078
Net Income-$104,463
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$259,615
Mission and Program Overview

Mission

To acquire, rehabilitate, rent and sell affordable housing to low-income, elderly, and/or mentally or physically challenged persons or families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,109,787$2,041,530▼ $68,257
Cash and Non-Interest-Bearing Accounts$255,441$311,758▲ $56,317
Investments Other Securities$249,785$208,625▼ $41,160
Savings and Temporary Cash Investments$50,000--
Accounts Receivable$58,401$29,613▼ $28,788
Prepaid Expenses and Deferred Charges$2,787$11,437▲ $8,650
Intangible Assets$5,938$5,324▼ $614
Total Assets$2,732,139$2,608,287▼ $123,852
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,782,278$2,759,961▼ $22,317
Accounts Payable and Accrued Expenses$23,868$26,454▲ $2,586
Other Liabilities$9,784$10,011▲ $227
Deferred Revenue$186$301▲ $115
Total Liabilities$2,816,116$2,796,727▼ $19,389
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-83,977$-188,440▼ $104,463
Total Net Assets Fund Balance$-83,977$-188,440▼ $104,463
Total Liabilities and Net Assets / Fund Balance$2,732,139$2,608,287▼ $123,852

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,607,719$672,996$2,280,715
Land$400,000-$400,000
Equipment$26,087$87,063$113,150
Other Land Buildings$0$57,628$57,628
Leasehold Improvements$7,724$25,776$33,500
Other Securities$208,625--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ajay NayerVice PresidentFT$102,286$17,250$119,536

Board Members and Trustees

NameTitle
Kathryn T WalkerPresident
Philip J KennedySecretary, Trustee, V.p.
Cynthia GradyTrustee
Daniel Do-khanhTrustee
San PhamTrustee
Thomas NullTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$258,616
Investment Income
$999
Other Revenue
$0
Change in Net Assets
$-104,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$227,719
Salaries, Compensation, and Employee Benefits$133,859
Grants and Similar Amounts Paid$2,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$113,174$12,575-$125,749
Depreciation Depletion$68,257--$68,257
Fees for Services Management$40,800--$40,800
Interest$16,690--$16,690
Occupancy$12,932$1,437-$14,369
Fees for Services Accounting-$11,000-$11,000
Payroll Taxes$7,299$811-$8,110
Office Expenses$5,147$572-$5,719
Grants to Domestic Orgs$2,500--$2,500
Insurance$1,867$207-$2,074
Travel$1,091--$1,091
Other Expenses$759$127-$759
Conferences and Meetings$575--$575
Total Functional Expenses$337,349$26,729$0$364,078
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
Security Deposit Liability$10,011
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 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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Cfo of parent organization reviews the tax return, as does the president.”

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

“Trustees and officers discuss, review and sign the policy on an annual basis.”

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

“The organization engaged an independent compensation consulting firm in 2015 to prepare a compensation study for the position of vice president and interested persons. This study was completed in march 2015. The organization has a compensation committee which reviews the vice president's salary and makes recommendations.”

Form 990, Part VI, Section C, Line 19

“Available for review at corporate address.”

Filing and Contact Details

Filer

Filer Name
Aofgolden State Community
EIN
33-0861387
Phone
7147991339
Address
7755 CENTER AVENUE NO 575, HUNTINGTON BEACH, CA 92647

Signing Officer

Name
Kathryn T Walker
Title
President
Phone
7709332263
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn T Walker
Formed
1999
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
1
Volunteers
0

Preparer

Firm
Carter & Company Cpas LLC
Address
PO BOX 279, DESTIN, FL 32540
Preparer
Samuel T Boerma
Phone
8506500125
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Golden state is classified as exempt from federal income tax under section 501(c)(3) of the internal revenue code. Therefore, no provision for income taxes is included in the financial statements. Golden state has adopted the provisions of fasb asc 740-10 income taxes. It requires that a tax position be recognized or derecognized based on a 'more-likely-than-not' threshold. This applies to positions taken or expected to be taken in a tax return. The implementation of asc 740-10 had no impact on the golden state's statement of financial position or statement of activities. Golden state does not believe its financial statements include any uncertain tax positions and that no income taxes are due for its activities.”

Raw XML AppendixShowing 400 of 621 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/ProgSrvcAccomActy3Grp/Desc0TO PROVIDE ELEVEN AFFORDABLE RENTAL UNITS TO LOW-INCOME AND VERY LOW-INCOME SENIORS IN ALHAMBRA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0147120
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0123767
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0150000
IRS990/PYInvestmentIncomeAmt0714
IRS990/PYOtherExpensesAmt0240816
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0286534
IRS990/PYRevenuesLessExpensesAmt0-229439
IRS990/PYSalariesCompEmpBnftPaidAmt0125871
IRS990/PYTotalExpensesAmt0516687
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0287248
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-104463
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0107843
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0999
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0714
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0959
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0779
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0923
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04374
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0258616
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0286534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0365182
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0285430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0310896
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01506658
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0999
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0714
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0959
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0779
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0923
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04374
IRS990ScheduleA/InvestmentIncomeCYPct00.00290
IRS990ScheduleA/InvestmentIncomePYPct00.00320
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99710
IRS990ScheduleA/PublicSupportPY509Pct00.99680
IRS990ScheduleA/PublicSupportTotal509Amt01506658
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0258616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0286534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0365182
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0285430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0310896
IRS990ScheduleA/Total509Grp/TotalAmt01506658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0259615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0287248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0366141
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0286209
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0311819
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01511032
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01607719
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0672996
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02280715
IRS990ScheduleD/EquipmentGrp/BookValueAmt026087
IRS990ScheduleD/EquipmentGrp/DepreciationAmt087063
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0113150
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0400000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0400000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt07724
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt025776
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt033500
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt057628
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt057628
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010011
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0208625
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN LAUREL WOODS AFFORDABLE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GOLDEN STATE IS CLASSIFIED AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. GOLDEN STATE HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10 INCOME TAXES. IT REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A 'MORE-LIKELY-THAN-NOT' THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE IMPLEMENTATION OF ASC 740-10 HAD NO IMPACT ON THE GOLDEN STATE'S STATEMENT OF FINANCIAL POSITION OR STATEMENT OF ACTIVITIES. GOLDEN STATE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS AND THAT NO INCOME TAXES ARE DUE FOR ITS ACTIVITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02041530
IRS990ScheduleD/TotalBookValueSecuritiesAmt0208625
IRS990ScheduleD/TotalLiabilityAmt010011
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0100000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt150000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt250000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0375000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1275000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2210000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt034544
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt134544
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt232387
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt030298
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt112780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt225116
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt012000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PHILIP J KENNEDY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1THOMAS NULL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KATHRYN T WALKER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY, TRUSTEE, V.P.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0551842
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1372324
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2317503
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CFO OF PARENT ORGANIZATION REVIEWS THE TAX RETURN, AS DOES THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES AND OFFICERS DISCUSS, REVIEW AND SIGN THE POLICY ON AN ANNUAL BASIS.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,608,287
Liabilities
$2,796,727
Net assets
-$188,440
Revenue
$259,615
Expenses
$364,078
Net income
-$104,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$2.70$0.49$0.38$0.43$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$2.75$0.47$0.37$0.42$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$2.76$0.42$0.25$0.38$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$2.78$0.30$0.27$0.38$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.61$2.80$0.19$0.26$0.36$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$2.83$0.15$0.37$0.35$0.01
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$2.86$0.13$0.29$0.35$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$2.88$0.19$0.31$0.42$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.18$2.89$0.29$0.37$0.37$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.19$2.90$0.28$0.35$0.38$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$2.92$0.32$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$2.88$0.43$0.26