Civic Intelligence

Indiana Masonic Home Foundation Incorporated

990 • Fiscal year 2019 • EIN 35-1091997

Apr 01, 2018 to Mar 31, 2019 • Filed on Feb 01, 2020

Organization ProfileWWW.IMHF.ORG
525 N Illinois St PO Box 44210Indianapolis, IN 46244-0210

(317) 637-9582

Siviq Scores

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

Liabilities / Assets

9th percentile

0.01x

Higher debt load relative to assets than 9% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.12x

Higher debt load relative to revenue than 23% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

8th percentile

$110,839

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

4th percentile

-13%

Faster asset growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-49%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$86,798,694

Down $13,525,385 (-13%) from 2018

Net Assets

Down

$86,041,161

Down $1,569,643 (-1.8%) from 2018

Liabilities

Down

$757,533

Down $11,955,742 (-94%) from 2018

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin79th percentile

Revenue

Down

$6,130,094

Down $5,906,596 (-49%) from 2018

Expenses

Down

$4,906,590

Down $12,027,834 (-71%) from 2018

Net Income

Up

$1,223,504

Up $6,121,238 (+125%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$150M$100M$50M$0Assets 2011: $104,092,856Liabilities 2011: $2,118,163Net Assets 2011: $101,974,6932011Assets 2012: $99,206,872Liabilities 2012: $1,256,086Net Assets 2012: $97,950,7862012Assets 2013: $104,541,800Liabilities 2013: $1,199,084Net Assets 2013: $103,342,7162013Assets 2014: $111,075,950Liabilities 2014: $12,920,678Net Assets 2014: $98,155,2722014Assets 2015: $107,492,004Liabilities 2015: $7,235,593Net Assets 2015: $100,256,4112015Assets 2016: $95,636,896Liabilities 2016: $6,535,618Net Assets 2016: $89,101,2782016Assets 2017: $94,758,755Liabilities 2017: $749,993Net Assets 2017: $94,008,7622017Assets 2018: $100,324,079Liabilities 2018: $12,713,275Net Assets 2018: $87,610,8042018Assets 2019: $86,798,694Liabilities 2019: $757,533Net Assets 2019: $86,041,1612019Assets 2020: $98,366,921Liabilities 2020: $691,144Net Assets 2020: $97,675,7772020Assets 2021: $99,812,829Liabilities 2021: $660,967Net Assets 2021: $99,151,8622021Assets 2022: $81,878,945Liabilities 2022: $771,161Net Assets 2022: $81,107,7842022Assets 2023: $92,295,772Liabilities 2023: $716,760Net Assets 2023: $91,579,0122023Assets 2024: $92,973,328Liabilities 2024: $642,613Net Assets 2024: $92,330,7152024

Highlighted filing

2019

Assets$86,798,694
Liabilities$757,533
Net Assets$86,041,161
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$20M$10M$0-$10MExpenses 2011: $7,031,7062011Expenses 2012: $7,885,8802012Expenses 2013: $4,871,0672013Revenue 2014: $12,590,025Expenses 2014: $17,513,366Net Income 2014: -$4,923,3412014Revenue 2015: $8,135,872Expenses 2015: $5,295,932Net Income 2015: $2,839,9402015Revenue 2016: $4,054,659Expenses 2016: $9,155,206Net Income 2016: -$5,100,5472016Revenue 2017: $6,995,601Expenses 2017: $4,897,574Net Income 2017: $2,098,0272017Revenue 2018: $12,036,690Expenses 2018: $16,934,424Net Income 2018: -$4,897,7342018Revenue 2019: $6,130,094Expenses 2019: $4,906,590Net Income 2019: $1,223,5042019Revenue 2020: $4,815,971Expenses 2020: $4,669,187Net Income 2020: $146,7842020Revenue 2021: $12,316,628Expenses 2021: $11,854,416Net Income 2021: $462,2122021Revenue 2022: $2,037,091Expenses 2022: $4,705,653Net Income 2022: -$2,668,5622022Revenue 2023: $5,508,786Expenses 2023: $4,689,582Net Income 2023: $819,2042023Revenue 2024: $7,377,681Expenses 2024: $4,623,759Net Income 2024: $2,753,9222024

Highlighted filing

2019

Revenue$6,130,094
Expenses$4,906,590
Net Income$1,223,504
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Feb 1, 2020
Return Version
2018v3.1
Gross Receipts
$60,886,248
Mission and Program Overview

Mission

To support the indiana masonic home by holding in trust undesignated endowment funds given for the benefit of the home, and to manage these funds to achieve maximum returns consistent with prudent investment practices.

To support the indiana masonic home

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$95,440,199$81,939,070▼ $13,501,129
Cash and Non-Interest-Bearing Accounts$2,519,353$2,804,417▲ $285,064
Land, Buildings, and Equipment, Net$798,185$788,845▼ $9,340
Pledges and Grants Receivable$1,294,009$45,609▼ $1,248,400
Total Assets$100,324,079$86,798,694▼ $13,525,385
Other Assets Total$272,333$1,220,753▲ $948,420
Liabilities
Grants Payable$12,000,000$0▼ $12,000,000
Other Liabilities$713,275$757,533▲ $44,258
Total Liabilities$12,713,275$757,533▼ $11,955,742
Net Assets / Fund Balance
Unrestricted Net Assets$87,583,349$85,111,882▼ $2,471,467
Temporarily Rstr Net Assets$27,455$929,279▲ $901,824
Total Net Assets Fund Balance$87,610,804$86,041,161▼ $1,569,643
Total Liabilities and Net Assets / Fund Balance$100,324,079$86,798,694▼ $13,525,385

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$78,528$100,218$178,746
Other Land Buildings$317$48,645$48,962
Land$710,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$85,285,765-▲ $2,686,249$3,648,604$84,323,410
2017$93,480,710-▲ $7,453,827$15,648,772$85,285,765
2016$88,550,086$1,615,754▲ $6,965,508$3,650,638$93,480,710
2015$98,886,969$613,738▼ $3,114,804$7,835,817$88,550,086
2014$97,757,389$5,538▲ $4,961,862$3,837,820$98,886,969
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeffery P ZaringEXEC. Director (THRU FEB 2); PRESIDENT (FEB 1 - )FT$110,839$110,839
Eric VermeulenExecutive Director (after Feb 1)FT$55,109$55,109

Board Members and Trustees

NameTitle
George GalyeanPresident (thru Feb. 2)
Alex L RogersVice President
Brian K BuchananBoard Member
Charles F MarloweBoard Member
Donna ClutterBoard Member
Gary E BrinleyBoard Member
Gordon HuskBoard Member
James L ChesneyBoard Member
Joel R HarbaughBoard Member
Linville ConerBoard Member
Michael R St PierreBoard Member
Richard J ElmanBoard Member
Robert D HeuchanBoard Member
William a SigmanBoard Member
Gregory N JordanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ubs Financial ServicesTrust Management8888 KEYSTONE CROSSING 10TH FLOOR, Indianapolis, IN 46240$601,440
Revenue and Support

Revenue Composition

Contributions and Grants
$514,250
Program Service Revenue
$0
Investment Income
$5,607,363
Other Revenue
$8,481
All Other Contributions
$500,034
Change in Net Assets
$1,223,504

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,396,006
Revenue Not Reported on Financial Statements
$734,088
Revenue Not Reported on Form 990
$-2,723,797
Other Revenue Adjustments
$132,648
Total Revenue per Audited Statements
$2,672,209
Total Revenue per Form 990
$6,130,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,655,727
Other Expenses$864,644
Salaries, Compensation, and Employee Benefits$386,219
Total Fundraising Expense$381,657
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,655,727--$3,655,727
Fees for Service Investment Mgmnt Fees-$601,440-$601,440
Other Salaries and Wages-$64,251$149,134$213,385
Current Officers, Directors, Trustees, and Key Employees-$73,380$48,920$122,300
Advertising--$45,085$45,085
Travel--$30,985$30,985
Occupancy-$13,586$15,925$29,511
Other Employee Benefits-$10,464$15,059$25,523
Fees for Services Accounting-$23,565-$23,565
Payroll Taxes-$7,598$10,933$18,531
All Other Expenses-$12,801$1,399$14,200
Office Expenses-$5,657$5,657$11,314
Insurance-$11,164-$11,164
Depreciation Depletion-$9,340-$9,340
Pension Plan Contributions-$2,657$3,823$6,480
Other Expenses-$1,784$1,784$3,568
Fees for Services Other-$898$1,292$2,190
Fees for Services Legal-$390-$390
Total Functional Expenses$3,655,727$869,206$381,657$4,906,590

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,906,590
Expenses per Audited Statements$4,297,502
Total Expenses per Audited Statements$4,297,502
Expenses Not Reported on Financial Statements$609,088
Other Expense Adjustments$7,648
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Indiana Masonic HomeFranklin, IN501(c)(3)Ongoing Operational Support.$3,648,604
Shriners Hospitals for ChildrenTampa, FL501(c)(3)Operational Support$7,123
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,500
Fundraising Direct Expenses$12,469
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$26,716$12,500$12,469$31
Total Events$26,716$12,500$12,469$31
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 Liability$673,838
Trust Liability$76,168
Affinity Fund$7,527
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

Governance Explanations

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

“A draft of the form 990 will be provided via email to the board of directors and questions and comments will be requested. The audit committee of the board will review and approve the return. The board president will be responsible for final review and signing of the tax return.”

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

“The board members are required to sign a statement annually that discloses any conflicts.”

Form 990, Part VI, Section B, Line 15

“Since there is only one top management (key employee, ceo, executive director, etc.), his compensation is determined by a review of the foundation board's executive committee (president, vice-president, secretary and treasurer).”

Form 990, Part VI, Section C, Line 19

“Copies of the form 990 will be made available to anyone making a request to the foundation office.”

Form 990, Part VII

“Jeffrey zaring served as executive director through february 2, 2019, and then was appointed president of the board. The compensation he received was for his role as executive director. He is not compensated for his role as president of the board.”

Filing and Contact Details

Filer

Filer Name
Indiana Masonic Home Foundation Inc
EIN
35-1091997
Phone
3176379582
Address
525 N ILLINOIS ST PO BOX 44210, INDIANAPOLIS, IN 46244-0210

Signing Officer

Name
Jeffrey Zaring
Title
President
Phone
3176379582
Signed
2020-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Zaring
Formed
1935
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
Employees
6
Volunteers
15

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Scott a Schuster
Phone
3175802000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreements -69,350.”

Part XII, Line 2C

“There has been no change in this process from the prior year”

Financial Statement Notes

PART V, LINE 4:

“The intended use of the endowment funds is for the benefit of the indiana masonic home (the home) at franklin, indiana.”

PART X, LINE 2:

“Imh foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code (irc), though it is subject to tax on income unrelated to its exempt purpose, unless otherwise excluded by the irc. St. Clair is a single-member limited liability company whose income or loss is reported by imh foundation. In addition, imh foundation has been determined by the internal revenue service not to be a private foundation within the meaning of section 509(a) of the irc. There was no unrelated business income for 2019 and 2018. Imh foundation files u.s. Federal and state of indiana information tax returns. Imh foundation is no longer subject to u.s. Federal and state income tax examinations by tax authorities for fiscal years before 2016.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Change in value of beneficial interest in trust 125,000. Shriners hospital grant / special event 7,648.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Shriners hospital grant / special event 7,648.”

Raw XML AppendixShowing 400 of 747 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15110839
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1655109
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT (THRU FEB. 2)
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXEC. DIR. (THRU FEB 2); PRESIDENT (FEB 1 - )
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR (AFTER FEB 1)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01935
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IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt014216
IRS990/FundraisingDirectExpensesAmt012469
IRS990/FundraisingGrossIncomeAmt012500
IRS990/GainOrLossGrp/SecuritiesAmt03304927
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
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IRS990/GrantsPayableGrp/BOYAmt012000000
IRS990/GrantsPayableGrp/EOYAmt00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt03655727
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt060886248
IRS990/GrossRentsGrp/RealAmt08450
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt011164
IRS990/InsuranceGrp/TotalAmt011164
IRS990/InvestmentIncomeGrp/ExclusionAmt02302436
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02302436
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt095440199
IRS990/InvestmentsPubTradedSecGrp/EOYAmt081939070
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0148863
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0798185
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0788845
IRS990/LandBldgEquipCostOrOtherBssAmt0937708
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt054743685
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE INDIANA MASONIC HOME BY HOLDING IN TRUST UNDESIGNATED ENDOWMENT FUNDS GIVEN FOR THE BENEFIT OF THE HOME, AND TO MANAGE THESE FUNDS TO ACHIEVE MAXIMUM RETURNS CONSISTENT WITH PRUDENT INVESTMENT PRACTICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt087610804
IRS990/NetAssetsOrFundBalancesEOYAmt086041161
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03304927
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03304927
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt031
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt031
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt08450
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08450
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2723797
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt015925
IRS990/OccupancyGrp/ManagementAndGeneralAmt013586
IRS990/OccupancyGrp/TotalAmt029511
IRS990/OfficeExpensesGrp/FundraisingAmt05657
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05657
IRS990/OfficeExpensesGrp/TotalAmt011314
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0272333
IRS990/OtherAssetsTotalGrp/EOYAmt01220753
IRS990/OtherChangesInNetAssetsAmt0-69350
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt015059
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010464
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025523
IRS990/OtherExpensesGrp/Desc0PRINTING NEWSLETTER
IRS990/OtherExpensesGrp/Desc1TECHNOLOGY FEES/EQUIP
IRS990/OtherExpensesGrp/Desc2TRAINING
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt046000
IRS990/OtherExpensesGrp/FundraisingAmt15661
IRS990/OtherExpensesGrp/FundraisingAmt21784
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030231
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11784
IRS990/OtherExpensesGrp/TotalAmt046000
IRS990/OtherExpensesGrp/TotalAmt130231
IRS990/OtherExpensesGrp/TotalAmt25661
IRS990/OtherExpensesGrp/TotalAmt33568
IRS990/OtherLiabilitiesGrp/BOYAmt0713275
IRS990/OtherLiabilitiesGrp/EOYAmt0757533
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0149134
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt064251
IRS990/OtherSalariesAndWagesGrp/TotalAmt0213385
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010933
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07598
IRS990/PayrollTaxesGrp/TotalAmt018531
IRS990/PensionPlanContributionsGrp/FundraisingAmt03823
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02657
IRS990/PensionPlanContributionsGrp/TotalAmt06480
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01294009
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt045609
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFFREY ZARING
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SPECIAL EVENT AMOUNT RAISED FOR SHRINERS HOSPITAL FOR CHILDREN
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt07123
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt07123
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02477727
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt015654616
IRS990/PYInvestmentIncomeAmt09555175
IRS990/PYOtherExpensesAmt0895532
IRS990/PYOtherRevenueAmt03788
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-4897734
IRS990/PYSalariesCompEmpBnftPaidAmt0384276
IRS990/PYTotalExpensesAmt016934424
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012036690
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01223504
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt08450
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt02797108
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt02962805
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0486222
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt0652410
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt02310886
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt02310395
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0601440
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0658762
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt02195668
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt02304043
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt02304043
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt03383129
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt03383129
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt01958437
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt03383129
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt03383129
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt03383129
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt03648604
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt03648604
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt013320117
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt03648772
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt09372352
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt03682122
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt016968721
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt03648604
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt03648772
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt09372352
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0298993
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$86,798,694
Liabilities
$757,533
Net assets
$86,041,161
Revenue
$6,130,094
Expenses
$4,906,590
Net income
$1,223,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.0$0.64$92.3$7.38$4.62$2.75
2023Detailed filing. Detailed filing data is available for this year.$92.3$0.72$91.6$5.51$4.69$0.82
2022Detailed filing. Detailed filing data is available for this year.$81.9$0.77$81.1$2.04$4.71$2.67
2021Detailed filing. Detailed filing data is available for this year.$99.8$0.66$99.2$12.3$11.9$0.46
2020Detailed filing. Detailed filing data is available for this year.$98.4$0.69$97.7$4.82$4.67$0.15
2019Detailed filing. Detailed filing data is available for this year.$86.8$0.76$86.0$6.13$4.91$1.22
2018Detailed filing. Detailed filing data is available for this year.$100$12.7$87.6$12.0$16.9$4.90
2017Detailed filing. Detailed filing data is available for this year.$94.8$0.75$94.0$7.00$4.90$2.10
2016Detailed filing. Detailed filing data is available for this year.$95.6$6.54$89.1$4.05$9.16$5.10
2015Detailed filing. Detailed filing data is available for this year.$107$7.24$100$8.14$5.30$2.84
2014Detailed filing. Detailed filing data is available for this year.$111$12.9$98.2$12.6$17.5$4.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$105$1.20$103$4.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$99.2$1.26$98.0$7.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$2.12$102$7.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $50M-$100M nonprofits