Civic Intelligence

Shepherd'S Foundation Inc

990 • Fiscal year 2023 • EIN 34-1758384

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 24, 2024

Organization ProfileSHEPHERDOFTHEVALLEY.COM
5525 Silica RoadAustintown, OH 44515

(330) 530-4038

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.03x

Higher debt load relative to revenue than 34% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

96th percentile

$363,601

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 41.7% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

79th percentile

24%

Faster asset growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

145%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,931,230

Up $756,511 (+24%) from 2022

Net Assets

Up

$3,907,602

Up $752,627 (+24%) from 2022

Liabilities

Up

$23,628

Up $3,884 (+20%) from 2022

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin92nd percentile

Revenue

Up

$871,651

Up $515,809 (+145%) from 2022

Expenses

Up

$395,703

Up $57,680 (+17%) from 2022

Net Income

Up

$475,948

Up $458,129 (+2571%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,498,262Liabilities 2010: $208,603Net Assets 2010: $2,289,6592010Assets 2011: $2,530,625Liabilities 2011: $213,731Net Assets 2011: $2,316,8942011Assets 2012: $2,702,409Liabilities 2012: $212,231Net Assets 2012: $2,490,1782012Assets 2013: $2,889,705Liabilities 2013: $185,869Net Assets 2013: $2,703,8362013Assets 2014: $2,782,070Liabilities 2014: $6,177Net Assets 2014: $2,775,8932014Assets 2015: $2,721,461Liabilities 2015: $16,130Net Assets 2015: $2,705,3312015Assets 2016: $2,820,081Liabilities 2016: $13,023Net Assets 2016: $2,807,0582016Assets 2017: $3,046,940Liabilities 2017: $24,020Net Assets 2017: $3,022,9202017Assets 2018: $2,855,903Liabilities 2018: $11,327Net Assets 2018: $2,844,5762018Assets 2019: $3,126,391Liabilities 2019: $19,049Net Assets 2019: $3,107,3422019Assets 2020: $3,486,231Liabilities 2020: $18,287Net Assets 2020: $3,467,9442020Assets 2021: $3,915,415Liabilities 2021: $24,793Net Assets 2021: $3,890,6222021Assets 2022: $3,174,719Liabilities 2022: $19,744Net Assets 2022: $3,154,9752022Assets 2023: $3,931,230Liabilities 2023: $23,628Net Assets 2023: $3,907,6022023Assets 2024: $4,155,389Liabilities 2024: $21,990Net Assets 2024: $4,133,3992024

Highlighted filing

2023

Assets$3,931,230
Liabilities$23,628
Net Assets$3,907,602
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $177,1012010Expenses 2011: $152,9552011Expenses 2012: $149,2052012Revenue 2013: $312,071Expenses 2013: $142,824Net Income 2013: $169,2472013Revenue 2014: $212,258Expenses 2014: $148,844Net Income 2014: $63,4142014Revenue 2015: $231,454Expenses 2015: $200,903Net Income 2015: $30,5512015Revenue 2016: $152,057Expenses 2016: $211,224Net Income 2016: -$59,1672016Revenue 2017: $161,750Expenses 2017: $195,840Net Income 2017: -$34,0902017Revenue 2018: $464,553Expenses 2018: $238,583Net Income 2018: $225,9702018Revenue 2019: $161,016Expenses 2019: $346,007Net Income 2019: -$184,9912019Revenue 2020: $267,821Expenses 2020: $238,304Net Income 2020: $29,5172020Revenue 2021: $607,424Expenses 2021: $237,398Net Income 2021: $370,0262021Revenue 2022: $355,842Expenses 2022: $338,023Net Income 2022: $17,8192022Revenue 2023: $871,651Expenses 2023: $395,703Net Income 2023: $475,9482023Revenue 2024: $546,286Expenses 2024: $519,617Net Income 2024: $26,6692024

Highlighted filing

2023

Revenue$871,651
Expenses$395,703
Net Income$475,948
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 24, 2024
Return Version
2023v5.1
Gross Receipts
$2,105,467
Mission and Program Overview

Mission

To support the activities and to invest and raise funds for the exclusive use of shepherd of the valley retirement center.

To support the activities & to invest & raise funds for the exclusive use of shepherd of the valley

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,952,583$3,151,822▲ $199,239
Savings and Temporary Cash Investments$189,587$748,275▲ $558,688
Land, Buildings, and Equipment, Net$11,710$10,299▼ $1,411
Total Assets$3,174,719$3,931,230▲ $756,511
Other Assets Total$20,839$20,834▼ $5
Liabilities
Accounts Payable and Accrued Expenses$19,744$23,628▲ $3,884
Total Liabilities$19,744$23,628▲ $3,884
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,989,658$3,130,497▲ $140,839
Net Assets With Donor Restrictions$165,317$777,105▲ $611,788
Total Net Assets Fund Balance$3,154,975$3,907,602▲ $752,627
Total Liabilities and Net Assets / Fund Balance$3,174,719$3,931,230▲ $756,511

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,299$26,686$36,985

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,440,665-▲ $320,561$56,379$2,695,970
2022$2,913,065$279▼ $403,191$60,426$2,440,665
2021$2,535,951$911▲ $412,164$26,473$2,913,065
2020$2,315,195$2,172▲ $263,567$36,943$2,535,951
2019$1,997,038$514▲ $365,022$39,772$2,315,195
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleBaseOtherTotal
Richard LimongiCEO$34,772$328,829$34,772

Board Members and Trustees

NameTitle
Rick ThompsonPresident
Donald EmersonVice President
Joe JohnsonTrustee
Karen CooperTrustee
Kimberly Simons CoxTrustee
Lisa SchwabTrustee
Dini RicchiutiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$760,507
Program Service Revenue
$0
Investment Income
$78,698
Other Revenue
$32,446
All Other Contributions
$760,507
Change in Net Assets
$475,948

Audited Revenue Reconciliation

Revenue per Audited Statements
$871,651
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$316,540
Total Revenue per Audited Statements
$1,188,191
Total Revenue per Form 990
$871,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$228,784
Salaries, Compensation, and Employee Benefits$166,919
Total Fundraising Expense$114,293
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$184,688--$184,688
Other Salaries and Wages-$24,193$90,271$114,464
Current Officers, Directors, Trustees, and Key Employees-$34,772-$34,772
Fees for Services Accounting-$17,928-$17,928
Other Employee Benefits-$6,986$10,697$17,683
Occupancy-$2,579$236$2,815
Depreciation Depletion-$1,411-$1,411
Other Expenses-$736$12,556$736
Advertising--$533$533
Total Functional Expenses$184,688$96,722$114,293$395,703

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$435,564
Expenses per Audited Statements$395,703
Total Expenses per Form 990$395,703
Expenses Not Reported on Form 990$39,861
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$72,307
Fundraising Direct Expenses$39,861
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$30,097$30,097$11,533$18,564
Bourbon Brews & Bbq$18,750$18,750$14,514$4,236
Total Events$72,307$72,307$39,861$32,446
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is presented to the board of directors and the finance committee for review and approval”

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

“Annually, all board members sign a new conflict of interest statement disclosing any conflicts. If there is a conflict, the board members would abstain from voting on any issues related to that conflict.”

Form 990, Part VI, Section B, Line 15

“The executive director's salary is a fixed amount set by the board president. For other positions, the organization uses an independent consultant that establishes salary ranges based on job descriptions and pay grades. Industry comparability data is used in the process.”

Form 990, Part VI, Section C, Line 19

“The organization makes no documents available to the public other than the required forms 990 and 1023.”

Filing and Contact Details

Filer

Filer Name
SHEPHERD'S FOUNDATION INC
EIN
34-1758384
Phone
3305304038
Address
5525 SILICA ROAD, AUSTINTOWN, OH 44515

Signing Officer

Name
Richard Limongi
Title
Chief Executive Officer
Phone
3305304038
Signed
2024-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Limongi
Formed
1994
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
30

Preparer

Firm
Hill Barth & King LLC
Address
6603 SUMMIT DRIVE, CANFIELD, OH 44406
Preparer
Thomas W Davis
Phone
3307588613
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No changes from prior year.”

Financial Statement Notes

PART V, LINE 4:

“The board endowment fund is established to build the endowment account for the long-term future of the organization that it supports, shepherd of the valley lutheran retirement services, inc., a tax exempt organization providing long-term care and healthcare services to the elderly.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 39,861.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 39,861.”

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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/PYTotalRevenueAmt0355842
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0475948
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0189587
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0748275
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0341147594
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0184688
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0184688
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt08877
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02440665
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02695970
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0320561
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt056379
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt09062
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02913065
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0279
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02440665
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-403191
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt060426
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt09488
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02535951
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0911
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02913065
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0412164
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt026473
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08040
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02315195
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02172
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02535951
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0263567
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt036943
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07607
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01997038
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0514
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02315195
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0365022
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt039772
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt010299
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026686
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036985
IRS990ScheduleD/ExpensesNotReportedAmt039861
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0395703
IRS990ScheduleD/HeldWorksArtGrp/AssetsIncludedAmt020800
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0276679
IRS990ScheduleD/OtherExpensesIncludedAmt039861
IRS990ScheduleD/OtherRevenueAmt039861
IRS990ScheduleD/RevenueNotReportedAmt0316540
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0871651
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE BOARD ENDOWMENT FUND IS ESTABLISHED TO BUILD THE ENDOWMENT ACCOUNT FOR THE LONG-TERM FUTURE OF THE ORGANIZATION THAT IT SUPPORTS, SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES, INC., A TAX EXEMPT ORGANIZATION PROVIDING LONG-TERM CARE AND HEALTHCARE SERVICES TO THE ELDERLY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 39,861.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 39,861.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010299
IRS990ScheduleD/TotalExpensesPerForm990Amt0395703
IRS990ScheduleD/TotalRevenuePerForm990Amt0871651
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01188191
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0435564
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039861
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOURBON BREWS & BBQ
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030097
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt023460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072307
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030097
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt023460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072307
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032446
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013814
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt039861
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011533
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014514
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt034772
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0318091
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt010738
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICHARD LIMONGI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt034772
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0328829
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AND THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, ALL BOARD MEMBERS SIGN A NEW CONFLICT OF INTEREST STATEMENT DISCLOSING ANY CONFLICTS. IF THERE IS A CONFLICT, THE BOARD MEMBERS WOULD ABSTAIN FROM VOTING ON ANY ISSUES RELATED TO THAT CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR'S SALARY IS A FIXED AMOUNT SET BY THE BOARD PRESIDENT. FOR OTHER POSITIONS, THE ORGANIZATION USES AN INDEPENDENT CONSULTANT THAT ESTABLISHES SALARY RANGES BASED ON JOB DESCRIPTIONS AND PAY GRADES. INDUSTRY COMPARABILITY DATA IS USED IN THE PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES NO DOCUMENTS AVAILABLE TO THE PUBLIC OTHER THAN THE REQUIRED FORMS 990 AND 1023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGES FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,931,230
Liabilities
$23,628
Net assets
$3,907,602
Revenue
$871,651
Expenses
$395,703
Net income
$475,948
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.02$4.13$0.55$0.52$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.93$0.02$3.91$0.87$0.40$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.02$3.15$0.36$0.34$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.02$3.89$0.61$0.24$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.02$3.47$0.27$0.24$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.02$3.11$0.16$0.35$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.01$2.84$0.46$0.24$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.02$3.02$0.16$0.20$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.01$2.81$0.15$0.21$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.02$2.71$0.23$0.20$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.01$2.78$0.21$0.15$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.89$0.19$2.70$0.31$0.14$0.17
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.21$2.49$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.21$2.32$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.21$2.29$0.18