Civic Intelligence

Lafayette Symphony Foundation Inc

990 • Fiscal year 2025 • EIN 35-2080594

Jul 01, 2024 to Jun 30, 2025 • Filed on Apr 21, 2026

Organization Profile
PO Box 1225Lafayette, IN 47902-1225

(765) 742-1056

Siviq Scores

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

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

99th percentile

12.38x

Higher debt load relative to revenue than 99% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

1st percentile

-1513%

Higher net margin than 1% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

54th percentile

5.1%

Faster asset growth than 54% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$3,630,544

Up $175,786 (+5.1%) from 2024

Net Assets

Up

$3,476,047

Up $177,475 (+5.4%) from 2024

Liabilities

Down

$154,497

Down $1,689 (-1.1%) from 2024

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin1st percentile

Revenue

Down

$12,479

Down $96,241 (-89%) from 2024

Expenses

Up

$201,306

Up $31,508 (+19%) from 2024

Net Income

Down

-$188,827

Down $127,749 (-209%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $2,493,336Liabilities 2013: $127,615Net Assets 2013: $2,365,7212013Assets 2014: $2,841,560Liabilities 2014: $133,818Net Assets 2014: $2,707,7422014Assets 2016: $2,615,934Liabilities 2016: $134,116Net Assets 2016: $2,481,8182016Assets 2017: $2,795,402Liabilities 2017: $134,811Net Assets 2017: $2,660,5912017Assets 2018: $2,859,571Liabilities 2018: $131,666Net Assets 2018: $2,727,9052018Assets 2019: $2,815,507Liabilities 2019: $132,809Net Assets 2019: $2,682,6982019Assets 2020: $2,896,201Liabilities 2020: $133,222Net Assets 2020: $2,762,9792020Assets 2021: $3,687,666Liabilities 2021: $138,505Net Assets 2021: $3,549,1612021Assets 2022: $3,170,588Liabilities 2022: $148,730Net Assets 2022: $3,021,8582022Assets 2023: $3,225,378Liabilities 2023: $158,274Net Assets 2023: $3,067,1042023Assets 2024: $3,454,758Liabilities 2024: $156,186Net Assets 2024: $3,298,5722024Assets 2025: $3,630,544Liabilities 2025: $154,497Net Assets 2025: $3,476,0472025

Highlighted filing

2025

Assets$3,630,544
Liabilities$154,497
Net Assets$3,476,047
Open 2025 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KExpenses 2013: $134,6992013Revenue 2014: $249,371Expenses 2014: $143,735Net Income 2014: $105,6362014Revenue 2016: $163,563Expenses 2016: $173,397Net Income 2016: -$9,8342016Revenue 2017: $325,750Expenses 2017: $282,295Net Income 2017: $43,4552017Revenue 2018: $445,659Expenses 2018: $147,659Net Income 2018: $298,0002018Revenue 2019: $22,497Expenses 2019: $152,937Net Income 2019: -$130,4402019Revenue 2020: $364,019Expenses 2020: $150,281Net Income 2020: $213,7382020Revenue 2021: $220,145Expenses 2021: $154,522Net Income 2021: $65,6232021Revenue 2022: $863,193Expenses 2022: $185,775Net Income 2022: $677,4182022Revenue 2023: -$18,070Expenses 2023: $171,212Net Income 2023: -$189,2822023Revenue 2024: $108,720Expenses 2024: $169,798Net Income 2024: -$61,0782024Revenue 2025: $12,479Expenses 2025: $201,306Net Income 2025: -$188,8272025

Highlighted filing

2025

Revenue$12,479
Expenses$201,306
Net Income-$188,827
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 21, 2026
Return Version
2024v5.0
Gross Receipts
$1,855,051
Mission and Program Overview

Mission

Support of the lafayette symphony orchestra.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,311,751$3,501,687▲ $189,936
Savings and Temporary Cash Investments$39,463$21,770▼ $17,693
Prepaid Expenses and Deferred Charges$330$325▼ $5
Total Assets$3,454,758$3,630,544▲ $175,786
Other Assets Total$103,214$106,762▲ $3,548
Liabilities
Accounts Payable and Accrued Expenses$149,235$148,909▼ $326
Other Liabilities$6,951$5,588▼ $1,363
Total Liabilities$156,186$154,497▼ $1,689
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,390,000$3,722,118▲ $332,118
Net Assets Without Donor Restrictions$-91,428$-246,071▼ $154,643
Total Net Assets Fund Balance$3,298,572$3,476,047▲ $177,475
Total Liabilities and Net Assets / Fund Balance$3,454,758$3,630,544▲ $175,786

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,225,004-▲ $492,729-$3,538,825
2023$2,938,575-▲ $435,663-$3,225,004
2022$2,791,944-▲ $296,630-$2,938,575
2021$3,205,436-▼ $273,492-$2,791,944
2020$2,468,431$75,121▲ $783,903-$3,205,436
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Charlene SullivanPresident
Greg KappDirector
John SchneiderDirector
Ryan MclaughlinDirector
Dorothy ReedSecretary
Kimberley Morisette CPATreasurer
Beth MccluskeyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$4,430
Program Service Revenue
$0
Investment Income
$-13,670
Other Revenue
$21,719
All Other Contributions
$4,430
Change in Net Assets
$-188,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$178,908
Other Expenses$22,398
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$178,908--$178,908
Fees for Service Investment Mgmnt Fees-$19,754-$19,754
Insurance-$1,320-$1,320
Other Expenses-$632-$632
Fees for Services Accounting-$500-$500
Office Expenses-$192-$192
Total Functional Expenses$178,908$22,398$0$201,306
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lafayette Symphony OrchestraLafayette, IN3General Support$178,908
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kimberley Morisette CPATreasurerTax Return FeesNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
LIABILITIES UNDER UNITRUSTS:UNITRUST$5,588
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The treasurer prepares the form 990 and a copy is provided to each board member prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest statements are reviewed annually by the board.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Lafayette Symphony Foundation Inc
EIN
35-2080594
Phone
7657421056
Address
PO BOX 1225, LAFAYETTE, IN 47902-1225

Signing Officer

Name
Kimberley Morisette CPA
Title
Treasurer
Phone
7657426463
Signed
2026-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charlene Sullivan
Formed
1998
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Huth Thompson Llp
Address
PO BOX 970, LAFAYETTE, IN 47902-0970
Preparer
Kimberley R Morisette
Phone
7654285000
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Support of the lafayette symphony orchestra, inc.”

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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt06121
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0339037
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0149234
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0150000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt039803
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0445355
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0178908
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0106318
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0VOTE ON BOARD
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1DISTRIBUTIONS TO LAFAYETTE SYMPHONY ORCHESTRA, INC. FROM THE LAFAYETTE SYMPHONY FOUNDATION, INC. FOR OPERATIONS OF THE OVERALL ORGANIZATION FOR THIS FISCAL YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03324516
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03083906
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03324516
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt03083906
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt049868
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt046259
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03274648
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03037647
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0114613
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0106318
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03324516
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03083906
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0114613
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0106318
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0356029483
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0178908
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LAFAYETTE SYMPHONY ORCHESTRA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0LAFAYETTE SYMPHONY ORCHESTRA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0178908
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03225004
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03538825
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-178908
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0492729
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02938575
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03225004
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-149234
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0435663
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02791944
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02938575
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-150000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0296630
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03205436
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02791944
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-140000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-273492
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02468431
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt075121
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03205436
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-122020
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0783903
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05588
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITIES UNDER UNITRUSTS:UNITRUST
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.65420
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SUPPORT OF THE LAFAYETTE SYMPHONY ORCHESTRA, INC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.34580
IRS990ScheduleD/TotalLiabilityAmt05588
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0178908
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LAFAYETTE SYMPHONY ORCHESTRA
IRS990ScheduleI/RecipientTable/RecipientEIN0356029483
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 52
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAFAYETTE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd047902
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MONITORS THE USE OF THE FUNDS BY OBTAINING REPORTS FROM ORCHESTRA BOARD MEMBERS AND MANAGEMENT AT BOARD MEETINGS AND PHYSICAL OBSERVATION OF THE PROGRAMS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KIMBERLEY MORISETTE CPA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TREASURER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0TAX RETURN FEES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER PREPARES THE FORM 990 AND A COPY IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,630,544
Liabilities
$154,497
Net assets
$3,476,047
Revenue
$12,479
Expenses
$201,306
Net income
-$188,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.63$0.15$3.48$0.01$0.20$0.19
2024Detailed filing. Detailed filing data is available for this year.$3.45$0.16$3.30$0.11$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.23$0.16$3.07$0.02$0.17$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.17$0.15$3.02$0.86$0.19$0.68
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.14$3.55$0.22$0.15$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.13$2.76$0.36$0.15$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.82$0.13$2.68$0.02$0.15$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.86$0.13$2.73$0.45$0.15$0.30
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.13$2.66$0.33$0.28$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.13$2.48$0.16$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.13$2.71$0.25$0.14$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.13$2.37$0.13