Civic Intelligence

The Oaks Foundation Inc

990 • Fiscal year 2016 • EIN 34-1724387

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 09, 2017

Organization ProfileN/A
715 S Johnson RdSebring, OH 44672-1709

(330) 938-6126

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.12x

Higher debt load relative to assets than 53% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.38x

Higher debt load relative to revenue than 73% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$75,039

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

19th percentile

-6.1%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$3,029,597

Down $195,964 (-6.1%) from 2015

Net Assets

Down

$2,657,279

Down $93,781 (-3.4%) from 2015

Liabilities

Down

$372,318

Down $102,183 (-22%) from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin19th percentile

Revenue

Up

$972,165

Up $157,749 (+19%) from 2015

Expenses

Up

$1,103,676

Up $641 (+0.1%) from 2015

Net Income

Up

-$131,511

Up $157,108 (+54%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,279,923Liabilities 2010: $547,191Net Assets 2010: $1,732,7322010Assets 2011: $2,324,220Liabilities 2011: $553,349Net Assets 2011: $1,770,8712011Assets 2012: $2,477,530Liabilities 2012: $430,310Net Assets 2012: $2,047,2202012Assets 2013: $3,482,053Liabilities 2013: $370,169Net Assets 2013: $3,111,8842013Assets 2014: $3,609,025Liabilities 2014: $442,553Net Assets 2014: $3,166,4722014Assets 2015: $3,225,561Liabilities 2015: $474,501Net Assets 2015: $2,751,0602015Assets 2016: $3,029,597Liabilities 2016: $372,318Net Assets 2016: $2,657,2792016Assets 2017: $3,244,838Liabilities 2017: $307,132Net Assets 2017: $2,937,7062017Assets 2018: $3,390,078Liabilities 2018: $259,716Net Assets 2018: $3,130,3622018Assets 2019: $5,900,293Liabilities 2019: $373,411Net Assets 2019: $5,526,8822019Assets 2020: $6,399,601Liabilities 2020: $155,844Net Assets 2020: $6,243,7572020Assets 2021: $7,010,140Liabilities 2021: $133,223Net Assets 2021: $6,876,9172021Assets 2022: $6,499,256Liabilities 2022: $123,442Net Assets 2022: $6,375,8142022Assets 2023: $6,425,751Liabilities 2023: $63,293Net Assets 2023: $6,362,4582023Assets 2024: $7,118,897Liabilities 2024: $48,535Net Assets 2024: $7,070,3622024

Highlighted filing

2016

Assets$3,029,597
Liabilities$372,318
Net Assets$2,657,279
Open 2016 Filing

Operations Trend

Revenue Growth76th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $787,9972010Expenses 2011: $871,6142011Expenses 2012: $624,6492012Expenses 2013: $740,9792013Revenue 2014: $1,519,763Expenses 2014: $1,721,674Net Income 2014: -$201,9112014Revenue 2015: $814,416Expenses 2015: $1,103,035Net Income 2015: -$288,6192015Revenue 2016: $972,165Expenses 2016: $1,103,676Net Income 2016: -$131,5112016Revenue 2017: $1,137,881Expenses 2017: $989,951Net Income 2017: $147,9302017Revenue 2018: $827,475Expenses 2018: $860,728Net Income 2018: -$33,2532018Revenue 2019: $4,806,928Expenses 2019: $2,324,386Net Income 2019: $2,482,5422019Revenue 2020: $5,406,364Expenses 2020: $4,348,323Net Income 2020: $1,058,0412020Revenue 2021: $983,979Expenses 2021: $1,198,637Net Income 2021: -$214,6582021Revenue 2022: $728,406Expenses 2022: $576,216Net Income 2022: $152,1902022Revenue 2023: $674,126Expenses 2023: $1,093,003Net Income 2023: -$418,8772023Revenue 2024: $941,017Expenses 2024: $867,019Net Income 2024: $73,9982024

Highlighted filing

2016

Revenue$972,165
Expenses$1,103,676
Net Income-$131,511
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Gross Receipts
$1,550,944
Mission and Program Overview

Mission

Funds distributed to non-profit organizations to provide housing, health care & medical services for a retirement community.

Funds distributed to not for profit organizations to provide housing, health care & medical services for a retirement community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,726,178$1,737,530▲ $11,352
Investments Other Securities$1,237,770$921,150▼ $316,620
Cash and Non-Interest-Bearing Accounts$124,310$315,999▲ $191,689
Accounts Receivable$116,572$54,918▼ $61,654
Prepaid Expenses and Deferred Charges$20,731$0▼ $20,731
Total Assets$3,225,561$3,029,597▼ $195,964
Liabilities
Other Liabilities$459,626$348,050▼ $111,576
Accounts Payable and Accrued Expenses$14,875$24,268▲ $9,393
Total Liabilities$474,501$372,318▼ $102,183
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,470,643$1,277,646▼ $192,997
Unrestricted Net Assets$827,148$926,364▲ $99,216
Permanently Rstr Net Assets$453,269$453,269→ $0
Total Net Assets Fund Balance$2,751,060$2,657,279▼ $93,781
Total Liabilities and Net Assets / Fund Balance$3,225,561$3,029,597▼ $195,964

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$921,150--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,923,912$263,391--$1,730,915
2014$2,126,073$348,484--$1,923,912
2013$2,452,839$981,495--$2,126,073
2012$1,678,289$774,550--$2,452,839
2011$1,651,550$26,739--$1,678,289
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Lisa GentileAdministratorFT$75,039$75,039
Philip BraistedFormer Exec. Director/ President-$19,340$19,340
David Dave MannionCEO/ CFO/ Controller-$12,635$12,635

Board Members and Trustees

NameTitle
Tom GantVice President
Paul BaileyDirector
Richard ElliotDirector
Bill WilliamsSecretary/ Director
Bruce SlagleTreasurer/ Director
Revenue and Support

Revenue Composition

Contributions and Grants
$876,440
Program Service Revenue
$0
Investment Income
$95,289
Other Revenue
$436
All Other Contributions
$867,940
Change in Net Assets
$-131,511

Audited Revenue Reconciliation

Revenue per Audited Statements
$967,507
Revenue Not Reported on Financial Statements
$4,658
Revenue Not Reported on Form 990
$37,730
Other Revenue Adjustments
$4,658
Total Revenue per Audited Statements
$1,005,237
Total Revenue per Form 990
$972,165
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,022,328
Other Expenses$81,348
Total Fundraising Expense$81,348
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,022,328--$1,022,328
Interest--$50,410$50,410
Office Expenses--$2,000$2,000
Insurance--$1,177$1,177
Advertising--$459$459
Other Expenses--$87$87
Fees for Services Accounting--$11$11
Total Functional Expenses$1,022,328$0$81,348$1,103,676

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,103,676
Expenses per Audited Statements$1,099,018
Total Expenses per Audited Statements$1,099,018
Expenses Not Reported on Financial Statements$4,658
Other Expense Adjustments$4,658
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Copeland OaksSebring, OH501(c)(3)To Support Crandall Medical Center in Its Operations of Providing Living and Skilled Nursing Services to Residents of Its Facilities.$946,320
Crandall Medical CenterSebring, OH501(c)(3)To Support Crandall Medical Center in Its Operations of Providing Living and Skilled Nursing Services to Residents of Its Facilities.$76,008
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,604
Fundraising Direct Expenses$17,168
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$18,779$10,279$450$9,829
Cultural Series$7,325$7,325$0$7,325
Total Events$26,104$17,604$17,168$436
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Liabilities$311,572
Related Party Payables$36,478
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“A draft of form 990 is provided to the accounting manager each year. The organization makes a copy of this drafted form 990 available to all governing body members for review before approving the draft and submitting the return each year.”

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

“Compliance is met by the disclosure to the board on an annual basis.”

Form 990, Part VI, Section B, line 15

“Compensation of officers and key employees is reviewed at the annual board meeting and a salary survey is done periodically.”

Form 990, Part VI, Section C, line 19

“The governing documents, conflict of interest policy and financial statements are all available upon request.”

Filing and Contact Details

Filer

Filer Name
The Oaks Foundation Inc
EIN
34-1724387
Phone
3309386126
Address
715 S JOHNSON RD, Sebring, OH 44672-1709

Signing Officer

Name
David J Mannion
Title
CEO/ CFO
Phone
3309386126
Signed
2017-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David J Mannion
Formed
1993
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
20

Preparer

Firm
Rea & Associates Inc
Address
212 N Washington Street, Millersburg, OH 44654
Preparer
Chris Roush CPA
Phone
3306746055
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization's finance/audit committee oversees the audit on an annual basis. This has not changed since the prior return was filed.”

Financial Statement Notes

Part V, Line 4:

“The endowment funds are permanently restricted net assets donated by, or in honor of, individuals or organization. The principle of these funds may not be spent. Net earnings from these funds are classified as unrestricted net assets.”

Part X, Line 2:

“"Generally accepted accounting principles require the Organization to evaluate the level of uncertainty related to whether tax positions taken will be sustained upon examination. Any positions taken that do not meet the more-likely-than-not threshold must be quantified and recorded as a liability for unrecognized tax benefits in the accompanying balance sheet along with any associated interest and penalties that would be payable to the taxing authorities upon examination. Interest and penalties associated with unrecognized tax benefits are classified as additional income taxes in the statement of income. The Organization believes that none of the tax positions taken would materially impact the financial statements and no such liabilities have been recorded."”

Part XI, Line 4B - Other Adjustments:

“Fund-raising indirect costs report on 990, part ix, lines 12, 13, and 24 4,658.”

Part XII, Line 4B - Other Adjustments:

“Fund-raising indirect costs report on 990, part ix, lines 12, 13, and 24 4,658.”

Raw XML AppendixShowing 400 of 565 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/OtherExpensesGrp/FundraisingAmt21686
IRS990/OtherExpensesGrp/FundraisingAmt387
IRS990/OtherExpensesGrp/TotalAmt023135
IRS990/OtherExpensesGrp/TotalAmt12383
IRS990/OtherExpensesGrp/TotalAmt21686
IRS990/OtherExpensesGrp/TotalAmt387
IRS990/OtherLiabilitiesGrp/BOYAmt0459626
IRS990/OtherLiabilitiesGrp/EOYAmt0348050
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0453269
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0453269
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020731
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DAVID J MANNION
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0689697
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0976449
IRS990/PYInvestmentIncomeAmt0120936
IRS990/PYOtherExpensesAmt0126586
IRS990/PYOtherRevenueAmt03783
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-288619
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01103035
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0814416
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-131511
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
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/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FILING ORGANIZATION PROVIDES FACILITIES AND EQUIPMENT TO COPELAND OAKS ON AN ON-GOING BASIS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE GOVERNING BODY MEMBERS OF BOTH THE FILING ORGANIZATION AND BOTH SUPPORTED ENTITIES ARE RELATED THROUGH THE SHARED TOP MANAGEMENT OFFICIALS. THE TOP MANAGEMENT OFFICIALS EQUALLY REPRESENT ALL THREE ENTITIES WHEN MAKING DECISIONS REGARDING THE ORGANIZATION'S INVESTMENT POLICIES AND DIRECTING THE USE OF THE INCOME AND ASSETS. IN THIS WAY, THE TOP MANAGEMENT OFFICIALS ARE THE VOICE FOR THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE OAKS FOUNDATION IS OPERATED AS A CHARITABLE NOT-FOR-PROFIT CORPORATION CREATED TO SUPPORT COPELAND OAKS AND CRANDALL MEDICAL CENTER THROUGH FUND-RAISING, INVESTMENT AND OTHER ACTIVITIES. THIS SUPPORT IS USED TO HELP PROVIDE INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING SERVICES TO THE RESIDENTS OF THE FACILITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART I, LINE 11G, COLUMN VI.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART IV, SECTION E, LINE 2.
IRS990ScheduleA/OtherSupportSumAmt031975
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0340941565
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1341289433
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2340941565
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd29
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt231975
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0946320
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt176008
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COPELAND OAKS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CRANDALL MEDICAL CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2COPELAND OAKS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt01022328
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01923912
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0263391
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01730915
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0456388
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02126073
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0348484
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01923912
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0550645
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02452839
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0981495
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02126073
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01308261
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01678289
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0774550
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02452839
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01651550
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt026739
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01678289
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04658
IRS990ScheduleD/ExpensesSubtotalAmt01099018
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt037730
IRS990ScheduleD/OtherExpensesNotIncludedAmt04658
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0311572
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt136478
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RELATED PARTY PAYABLES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt04658
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0921150
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DEFEASED BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.26000
IRS990ScheduleD/RevenueNotReportedAmt037730
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04658
IRS990ScheduleD/RevenueSubtotalAmt0967507
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE PERMANENTLY RESTRICTED NET ASSETS DONATED BY, OR IN HONOR OF, INDIVIDUALS OR ORGANIZATION. THE PRINCIPLE OF THESE FUNDS MAY NOT BE SPENT. NET EARNINGS FROM THESE FUNDS ARE CLASSIFIED AS UNRESTRICTED NET ASSETS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1"Generally accepted accounting principles require the Organization to evaluate the level of uncertainty related to whether tax positions taken will be sustained upon examination. Any positions taken that do not meet the more-likely-than-not threshold must be quantified and recorded as a liability for unrecognized tax benefits in the accompanying balance sheet along with any associated interest and penalties that would be payable to the taxing authorities upon examination. Interest and penalties associated with unrecognized tax benefits are classified as additional income taxes in the statement of income. The Organization believes that none of the tax positions taken would materially impact the financial statements and no such liabilities have been recorded."
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUND-RAISING INDIRECT COSTS REPORT ON 990, PART IX, LINES 12, 13, AND 24 4,658.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUND-RAISING INDIRECT COSTS REPORT ON 990, PART IX, LINES 12, 13, AND 24 4,658.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.74000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0921150
IRS990ScheduleD/TotalExpensesPerForm990Amt01103676
IRS990ScheduleD/TotalLiabilityAmt0348050
IRS990ScheduleD/TotalRevenuePerForm990Amt0972165
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01005237
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01099018
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt08500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt08500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017168
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CULTURAL SERIES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt04074
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04074
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018779
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026104
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010279
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017604
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0436
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0628
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0628
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0450
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0450
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07781
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt01735
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09516
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0946320
IRS990ScheduleI/RecipientTable/CashGrantAmt176008

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
$3,029,597
Liabilities
$372,318
Net assets
$2,657,279
Revenue
$972,165
Expenses
$1,103,676
Net income
-$131,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.12$0.05$7.07$0.94$0.87$0.07
2023Detailed filing. Detailed filing data is available for this year.$6.43$0.06$6.36$0.67$1.09$0.42
2022Detailed filing. Detailed filing data is available for this year.$6.50$0.12$6.38$0.73$0.58$0.15
2021Detailed filing. Detailed filing data is available for this year.$7.01$0.13$6.88$0.98$1.20$0.21
2020Detailed filing. Detailed filing data is available for this year.$6.40$0.16$6.24$5.41$4.35$1.06
2019Detailed filing. Detailed filing data is available for this year.$5.90$0.37$5.53$4.81$2.32$2.48
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.26$3.13$0.83$0.86$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.31$2.94$1.14$0.99$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.03$0.37$2.66$0.97$1.10$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.23$0.47$2.75$0.81$1.10$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.61$0.44$3.17$1.52$1.72$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.37$3.11$0.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.43$2.05$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.55$1.77$0.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.55$1.73$0.79
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits