Civic Intelligence

Franklin County Community Foundation Inc.

990 • Fiscal year 2015 • EIN 35-2034336

Sep 01, 2014 to Aug 31, 2015 • Filed on Feb 18, 2016

527 Main StreetBrookville, IN 47012

(765) 647-6810

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

38th percentile

0.06x

Higher debt load relative to revenue than 38% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

94th percentile

58%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$38,867

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

73%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$4,331,647

Up $875,330 (+25%) from 2014

Net Assets

Up

$4,250,839

Up $794,522 (+23%) from 2014

Liabilities

Up

$80,808

Up $80,808 from 2014

Revenue

Up

$1,367,372

Up $577,038 (+73%) from 2014

Expenses

Up

$572,850

Up $92,288 (+19%) from 2014

Net Income

Up

$794,522

Up $484,750 (+156%) from 2014

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $3,153,963Liabilities 2010: $0Net Assets 2010: $3,153,9632010Assets 2011: $3,103,110Liabilities 2011: $0Net Assets 2011: $3,103,1102011Assets 2012: $3,019,114Liabilities 2012: $0Net Assets 2012: $3,019,1142012Assets 2013: $3,146,543Liabilities 2013: $0Net Assets 2013: $3,146,5432013Assets 2014: $3,456,317Liabilities 2014: $0Net Assets 2014: $3,456,3172014Assets 2015: $4,331,647Liabilities 2015: $80,808Net Assets 2015: $4,250,8392015Assets 2016: $5,032,908Liabilities 2016: $0Net Assets 2016: $5,032,9082016Assets 2017: $5,150,643Liabilities 2017: $0Net Assets 2017: $5,150,6432017Assets 2018: $5,123,101Liabilities 2018: $0Net Assets 2018: $5,123,1012018Assets 2019: $6,385,195Liabilities 2019: $0Net Assets 2019: $6,385,1952019Assets 2020: $6,891,230Liabilities 2020: $16,017Net Assets 2020: $6,875,2132020Assets 2021: $10,900,308Liabilities 2021: $166,077Net Assets 2021: $10,734,2312021Assets 2022: $10,276,110Liabilities 2022: $146,893Net Assets 2022: $10,129,2172022Assets 2023: $10,933,884Liabilities 2023: $31,971Net Assets 2023: $10,901,9132023Assets 2024: $18,893,169Liabilities 2024: $8,117Net Assets 2024: $18,885,0522024Assets 2025: $20,294,372Liabilities 2025: $10,290Net Assets 2025: $20,284,0822025

Highlighted filing

2015

Assets$4,331,647
Liabilities$80,808
Net Assets$4,250,839

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $369,2152010Expenses 2011: $594,1792011Expenses 2012: $539,9382012Expenses 2013: $493,6802013Revenue 2014: $790,334Expenses 2014: $480,562Net Income 2014: $309,7722014Revenue 2015: $1,367,372Expenses 2015: $572,850Net Income 2015: $794,5222015Revenue 2016: $1,097,816Expenses 2016: $315,748Net Income 2016: $782,0682016Revenue 2017: $506,029Expenses 2017: $388,293Net Income 2017: $117,7362017Revenue 2018: $453,587Expenses 2018: $481,130Net Income 2018: -$27,5432018Revenue 2019: $1,716,232Expenses 2019: $454,141Net Income 2019: $1,262,0912019Revenue 2020: $1,440,861Expenses 2020: $950,843Net Income 2020: $490,0182020Revenue 2021: $2,273,231Expenses 2021: $2,362,600Net Income 2021: -$89,3692021Revenue 2022: $1,524,370Expenses 2022: $1,096,203Net Income 2022: $428,1672022Revenue 2023: $833,669Expenses 2023: $790,071Net Income 2023: $43,5982023Revenue 2024: $7,157,801Expenses 2024: $1,679,559Net Income 2024: $5,478,2422024Revenue 2025: $1,400,978Expenses 2025: $1,528,148Net Income 2025: -$127,1702025

Highlighted filing

2015

Revenue$1,367,372
Expenses$572,850
Net Income$794,522
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Feb 18, 2016
Return Version
2014v6.0
Gross Receipts
$1,960,973
Mission and Program Overview

Mission

To nurture and facilitate a spirit of giving and giving back for the betterment of franklin county.

To build permanent partnerships in giving that effectively connect donors & community projects to promote enriched futures for franklin co. Citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,633,605$3,153,774▲ $520,169
Savings and Temporary Cash Investments$559,957$837,373▲ $277,416
Land, Buildings, and Equipment, Net$235,344$224,228▼ $11,116
Cash and Non-Interest-Bearing Accounts$27,411$116,272▲ $88,861
Total Assets$3,456,317$4,331,647▲ $875,330
Liabilities
Deferred Revenue-$80,808-
Total Liabilities$0$80,808▲ $80,808
Net Assets / Fund Balance
Unrestricted Net Assets$1,611,598$1,979,326▲ $367,728
Permanently Rstr Net Assets$1,128,962$1,332,097▲ $203,135
Temporarily Rstr Net Assets$715,757$939,416▲ $223,659
Total Net Assets Fund Balance$3,456,317$4,250,839▲ $794,522
Total Liabilities and Net Assets / Fund Balance$3,456,317$4,331,647▲ $875,330

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$216,161$95,317$311,478
Other Land Buildings$8,067$18,389$26,456

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,438,845$983,879▲ $87,699-$3,391,341
2013$2,226,574$128,892▲ $180,310-$2,438,845
2012$2,082,166$128,092▲ $104,389-$2,226,574
2011$2,074,146$103,391▼ $17,754-$2,082,166
2010$1,903,865$135,083▲ $106,026-$2,074,146
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michelle LunsfordExecutive DirectorFT$38,867$38,867

Board Members and Trustees

NameTitle
Dr Mike FainPresident
Patti WilhelmVice President
Andrea WhiteBoard Member
Andy ShultzBoard Member
Carrie GillmanBoard Member
Chad MearsBoard Member
Jake LinkelBoard Member
Kathy OrschellBoard Member
Laura FrondorfBoard Member
Linda RosenbergerBoard Member
Mark OglesbyBoard Member
Paul MosterBoard Member
Rhonda HoferBoard Member
Lynn SamsSecretary
Dennis BrackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,165,981
Program Service Revenue
$0
Investment Income
$190,856
Other Revenue
$10,535
All Other Contributions
$1,119,218
Change in Net Assets
$794,522

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,365,052
Revenue Not Reported on Financial Statements
$2,320
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$2,320
Total Revenue per Audited Statements
$1,365,052
Total Revenue per Form 990
$1,367,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$367,809
Other Expenses$135,251
Salaries, Compensation, and Employee Benefits$69,790
Total Fundraising Expense$27,441
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$325,829--$325,829
Grants to Domestic Individuals$41,980--$41,980
Current Officers, Directors, Trustees, and Key Employees$18,214$8,095$14,166$40,475
Fees for Service Investment Mgmnt Fees$29,874--$29,874
Comp Disqual Persons$12,213$12,214-$24,427
Advertising$5,780$2,956$3,760$12,496
Depreciation Depletion$6,968$2,322$2,322$11,612
Fees for Services Accounting-$9,225-$9,225
Office Expenses$3,616$1,447$2,170$7,233
Occupancy$3,659$1,220$1,220$6,099
Payroll Taxes$2,291$1,530$1,067$4,888
Insurance$965$1,699$322$2,986
Conferences and Meetings$1,222$407$407$2,036
Other Expenses$5,935$781$1,978$781
Travel$87$29$29$145
Total Functional Expenses$501,506$43,903$27,441$572,850

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$572,850
Expenses per Audited Statements$572,010
Total Expenses per Audited Statements$572,010
Expenses Not Reported on Financial Statements$840
Other Expense Adjustments$840
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Johnson Chartiable Gift FundCincinnati, OH-Establish New Charitable Fund$118,319
Town of BrookvilleBrookville, INGovernmentalPark Improvement$116,456
River Valley ResourcesMadison, IN-Adult Literacy Program$20,223
Integrity Gospel ChurchLawrenceburg, IN-General Support$15,000
Franklin County Community School CorpBrookville, INGovernmentalProject Lead the Way$6,359
Bath Conservation ClubBath, IN-General Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,939
Fundraising Gross Income$4,586
Professional Fundraising Fees$0
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
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The members of the corporation shall be the persons who from time to time are the directors of the corporation. A person shall serve as a member for the same period as his or her service as a director. A person who becomes a director shall automatically be a member, and such a person who ceases to be a director shall automatically cease to be a member. Each member of the corporation shall be entitled to one vote on each issue to come before a meeting of the members.

Form 990, Part VI, Section A, Line 7A

The members of the corporation shall be the persons who from time to time are the directors of the corporation. A person shall serve as a member for the same period as his or her service as a director. A person who becomes a director shall automatically be a member, and such a person who ceases to be a director shall automatically cease to be a member. Each member of the corporation shall be entitled to one vote on each issue to come before a meeting of the members.

Form 990, Part VI, Section A, Line 7B

The members of the corporation shall be the persons who from time to time are the directors of the corporation. A person shall serve as a member for the same period as his or her service as a director. A person who becomes a director shall automatically be a member, and such a person who ceases to be a director shall automatically cease to be a member. Each member of the corporation shall be entitled to one vote on each issue to come before a meeting of the members.

Form 990, Part VI, Section A, Line 8B

No committee is authorized to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11

The finance committee will review the 990 prior to filing.

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

Directors are asked to fill out and sign an annual statement of conflict of interest and other disclosures. Directors recuse themselves from discussion and voting on matters where there is a conflict of interest.

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

Executive director performance evaluation policy - in addition to ongoing monitoring, the executive committee of the franklin county community foundation, inc. Will provide a specific opportunity for the executive director to present a self-evaluation and for the executive committee to organize their evaluation of the executive director's performance and have it presented in a face-to-face debriefing with the executive director. At this time, the executive committee will present a recommendation to the board and they will determine any specific, personal performance goals for the year ahead. The executive director's compensation package will also be reviewed during this process and approved by the board using appropriate salary comparison data.

Form 990, Part VI, Section C, Line 19

The organization's 990 is available on www.guidestar.org. Other documents and policies are available upon request.

Filing and Contact Details

Filer

Filer Name
Franklin County Community Foundation Inc
EIN
35-2034336
Phone
7656476810
Address
527 MAIN STREET, BROOKVILLE, IN 47012

Signing Officer

Name
Michelle Lunsford
Title
Executive Director
Phone
7656476810
Signed
2016-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Lunsford
Formed
1998
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
30

Preparer

Firm
Brady Ware & Schoenfeld Inc
Address
ONE WOODSIDE DRIVE, RICHMOND, IN 47374
Preparer
Suzanne K Miller CPA
Phone
7659660531
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

The organization uses the modified cash method of accounting.

Form 990, Part XII, Line 2C

There has been no change in the method of selecting the independent auditor or in the oversight of the auditor.

Financial Statement Notes

PART V, LINE 4:

The foundation has adopted investment and spending policies for endowment assets that attempt to preserve the real purchasing power of the assets, and provide a growing stream of income to be made available for spending and keeping pace with inflation, in order to sustain the operations and grant-making capacity of the foundation. The foundation's spending and investment policies work together to achieve this objective. The investment policy establishes a return objective through diversification of asset classes. The current long-term return objective is to return an annual average of 3% to 5%, net of investment fees, plus the rate of inflation. Actual returns in any given year may vary from this amount.

PART X, LINE 2:

The foundation has adopted accounting rules that prescribe when to recognize, and how to measure the financial statement effects of income tax positions taken, or expected to be taken, on its income tax returns. These rules require management to evaluate the likelihood that, upon examination by relevant taxing jurisdictions, those income tax positions would be sustained. Based on that evaluation, the organization only recognizes the maximum benefit of each income tax position that is more than 50% likely of being sustained. To the extent that all or a portion of the benefits of an income tax position are not recognized, a liability would be recognized for the unrecognized benefits, along with any interest and penalties that would result from disallowance of the position. Should any such penalties and interest be incurred, they would be recognized as operating expenses. Based on its review, management does not believe the foundation has taken any material uncertain tax positions, including any position that would place the organization's exempt status in jeopardy as of august 31, 2015. The federal tax returns of the organization for 2011, 2012, and 2013 are subject to examination by taxing authority, generally for three years after the due date.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Fas 136 fund activity 2,321. Rounding -1.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Fas 136 fund activity 840.

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IRS990/ActivityOrMissionDesc0TO BUILD PERMANENT PARTNERSHIPS IN GIVING THAT EFFECTIVELY CONNECT DONORS & COMMUNITY PROJECTS TO PROMOTE ENRICHED FUTURES FOR FRANKLIN CO. CITIZENS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1538867
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
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/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt03890
IRS990/FundraisingDirectExpensesAmt05939
IRS990/FundraisingGrossIncomeAmt04586
IRS990/GainOrLossGrp/SecuritiesAmt073813
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt042873
IRS990/GrantAmt0367809
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt041980
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt041980
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0325829
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0325829
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0661475
IRS990/GrossReceiptsAmt01960973
IRS990/GrossRentsGrp/RealAmt08100
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0322
IRS990/InsuranceGrp/ManagementAndGeneralAmt01699
IRS990/InsuranceGrp/ProgramServicesAmt0965
IRS990/InsuranceGrp/TotalAmt02986
IRS990/InvestmentIncomeGrp/ExclusionAmt0117043
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0117043
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02633605
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03153774
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0113706
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0235344
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0224228
IRS990/LandBldgEquipCostOrOtherBssAmt0337934
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0587662
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BUILD PERMANENT PARTNERSHIPS IN GIVING THAT EFFECTIVELY CONNECT DONORS & COMMUNITY PROJECTS TO PROMOTE ENRICHED FUTURES FOR FRANKLIN CO. CITIZENS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03456317
IRS990/NetAssetsOrFundBalancesEOYAmt04250839
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt073813
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt073813
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1353
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1353
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt08100
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08100
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01220
IRS990/OccupancyGrp/ManagementAndGeneralAmt01220
IRS990/OccupancyGrp/ProgramServicesAmt03659
IRS990/OccupancyGrp/TotalAmt06099
IRS990/OfficeExpensesGrp/FundraisingAmt02170
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01447
IRS990/OfficeExpensesGrp/ProgramServicesAmt03616
IRS990/OfficeExpensesGrp/TotalAmt07233
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PASS THRU EXPENSES - ST
IRS990/OtherExpensesGrp/Desc1REPAIRS
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt01978
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01978
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1781
IRS990/OtherExpensesGrp/ProgramServicesAmt042873
IRS990/OtherExpensesGrp/ProgramServicesAmt15935
IRS990/OtherExpensesGrp/TotalAmt042873
IRS990/OtherExpensesGrp/TotalAmt19891
IRS990/OtherExpensesGrp/TotalAmt2781
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03788
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03788
IRS990/OtherRevenueTotalAmt03788
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01067
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01530
IRS990/PayrollTaxesGrp/ProgramServicesAmt02291
IRS990/PayrollTaxesGrp/TotalAmt04888
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01128962
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01332097
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHELLE LUNSFORD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0543383
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0213277
IRS990/PYInvestmentIncomeAmt0235769
IRS990/PYOtherExpensesAmt0200368
IRS990/PYOtherRevenueAmt011182
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0309772
IRS990/PYSalariesCompEmpBnftPaidAmt066917
IRS990/PYTotalExpensesAmt0480562
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0790334
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0794522
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt08100
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03788
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0559957
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0837373
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01165981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0543383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0468864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0468127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0369790
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03016145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0117043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0109193
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt089445
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt089479
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0488260
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt042000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03788
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03279
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03491
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05377
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04882
IRS990ScheduleA/OtherIncome170Grp/TotalAmt020817
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72010
IRS990ScheduleA/PublicSupportPY170Pct00.72100
IRS990ScheduleA/PublicSupportTotal170Amt02538354
IRS990ScheduleA/SubstantialContributorsTotAmt0477791
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01165981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0543383
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0468864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0468127
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0369790
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03016145
IRS990ScheduleA/TotalSupportAmt03525222
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/BoardDesignatedBalanceEOYPct00.34640
IRS990ScheduleD/BuildingsGrp/BookValueAmt0216161
IRS990ScheduleD/BuildingsGrp/DepreciationAmt095317
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0311478
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt041832
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02438845
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0983879
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03391341
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt077250
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt087699
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt027441
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02226574
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0128892
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02438845
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt069520

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.3$0.01$20.3$1.40$1.53$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$0.01$18.9$7.16$1.68$5.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.03$10.9$0.83$0.79$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.15$10.1$1.52$1.10$0.43
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.17$10.7$2.27$2.36$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.02$6.88$1.44$0.95$0.49
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$0.00$6.39$1.72$0.45$1.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.00$5.12$0.45$0.48$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$0.00$5.15$0.51$0.39$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$0.00$5.03$1.10$0.32$0.78
2015Detailed filing. Detailed filing data is available for this year.$4.33$0.08$4.25$1.37$0.57$0.79
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.79$0.48$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.00$3.15$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.00$3.02$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.00$3.10$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.00$3.15$0.37
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits