Civic Intelligence

Junior League of South Bend Incorporated

990 • Fiscal year 2021 • EIN 35-6001729

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 21, 2021

Organization Profilejlsouthbend.org
525 E Colfax AvenueSouth Bend, IN 46617

(574) 283-0636

Siviq Scores

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

Liabilities / Assets

34th percentile

0.02x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.10x

Higher debt load relative to revenue than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

55%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

69th percentile

21%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

73%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,525,390

Up $267,927 (+21%) from 2020

Net Assets

Up

$1,499,178

Up $268,051 (+22%) from 2020

Liabilities

Down

$26,212

Down $124 (-0.5%) from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin89th percentile

Revenue

Up

$258,569

Up $109,139 (+73%) from 2020

Expenses

Up

$116,274

Up $18,833 (+19%) from 2020

Net Income

Up

$142,295

Up $90,306 (+174%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $828,988Liabilities 2010: $43,448Net Assets 2010: $785,5402010Assets 2012: $917,835Liabilities 2012: $40,675Net Assets 2012: $877,1602012Assets 2013: $1,013,294Liabilities 2013: $36,427Net Assets 2013: $976,8672013Assets 2014: $1,142,298Liabilities 2014: $28,612Net Assets 2014: $1,113,6862014Assets 2015: $1,151,085Liabilities 2015: $75,213Net Assets 2015: $1,075,8722015Assets 2016: $1,065,990Liabilities 2016: $30,458Net Assets 2016: $1,035,5322016Assets 2017: $1,125,746Liabilities 2017: $31,660Net Assets 2017: $1,094,0862017Assets 2018: $1,192,281Liabilities 2018: $24,640Net Assets 2018: $1,167,6412018Assets 2019: $1,243,784Liabilities 2019: $22,615Net Assets 2019: $1,221,1692019Assets 2020: $1,257,463Liabilities 2020: $26,336Net Assets 2020: $1,231,1272020Assets 2021: $1,525,390Liabilities 2021: $26,212Net Assets 2021: $1,499,1782021Assets 2022: $1,373,170Liabilities 2022: $23,557Net Assets 2022: $1,349,6132022Assets 2023: $1,474,109Liabilities 2023: $70,440Net Assets 2023: $1,403,6692023Assets 2024: $1,544,202Liabilities 2024: $51,618Net Assets 2024: $1,492,5842024Assets 2025: $1,586,962Liabilities 2025: $29,816Net Assets 2025: $1,557,1462025

Highlighted filing

2021

Assets$1,525,390
Liabilities$26,212
Net Assets$1,499,178
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $123,482Expenses 2010: $85,051Net Income 2010: $38,4312010Expenses 2012: $106,7192012Expenses 2013: $110,1502013Revenue 2014: $152,652Expenses 2014: $99,254Net Income 2014: $53,3982014Revenue 2015: $182,453Expenses 2015: $159,030Net Income 2015: $23,4232015Revenue 2016: $132,015Expenses 2016: $97,258Net Income 2016: $34,7572016Revenue 2017: $131,632Expenses 2017: $142,951Net Income 2017: -$11,3192017Revenue 2018: $153,156Expenses 2018: $98,865Net Income 2018: $54,2912018Revenue 2019: $179,980Expenses 2019: $106,216Net Income 2019: $73,7642019Revenue 2020: $149,430Expenses 2020: $97,441Net Income 2020: $51,9892020Revenue 2021: $258,569Expenses 2021: $116,274Net Income 2021: $142,2952021Revenue 2022: $232,227Expenses 2022: $128,204Net Income 2022: $104,0232022Revenue 2023: $103,582Expenses 2023: $138,041Net Income 2023: -$34,4592023Revenue 2024: $154,747Expenses 2024: $142,211Net Income 2024: $12,5362024Revenue 2025: $155,095Expenses 2025: $160,839Net Income 2025: -$5,7442025

Highlighted filing

2021

Revenue$258,569
Expenses$116,274
Net Income$142,295
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 21, 2021
Return Version
2020v4.1
Gross Receipts
$514,882
Mission and Program Overview

Mission

Mission: To promote volunteerism, develop the potential of women, and improve the community through the effective action and leadership of trained volunteers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$654,225$811,320▲ $157,095
Cash and Non-Interest-Bearing Accounts$240,729$259,823▲ $19,094
Inventories for Sale or Use$10,906$10,546▼ $360
Land, Buildings, and Equipment, Net$6,239$5,904▼ $335
Prepaid Expenses and Deferred Charges$4,926$4,926→ $0
Total Assets$1,257,463$1,525,390▲ $267,927
Other Assets Total$340,438$432,871▲ $92,433
Liabilities
Deferred Revenue$25,480$25,325▼ $155
Accounts Payable and Accrued Expenses$856$887▲ $31
Other Liabilities-$0-
Total Liabilities$26,336$26,212▼ $124
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$980,206$1,248,257▲ $268,051
Net Assets With Donor Restrictions$250,921$250,921→ $0
Total Net Assets Fund Balance$1,231,127$1,499,178▲ $268,051
Total Liabilities and Net Assets / Fund Balance$1,257,463$1,525,390▲ $267,927

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,904$33,256$39,160
Land$0--
Other Assets Org$432,871--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$994,663-▲ $295,901$46,373$1,244,191
2019$991,158$6,781▲ $40,357$43,633$994,663
2018$978,629$8,513▲ $45,980$41,964$991,158
2017$935,970$5,360▲ $78,232$40,933$978,629
2016$853,776$10,547▲ $111,593$39,946$935,970
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Maggie Tague SlaterPresident
Andrea Swanson LoopPresident-elect
Cheron MertenCommunications Vice President
Jessica V LiddellCommunity Vice President
Sandra VanVoorenFinance Vice President
Jessica KnapickFundraising Vice President
Jessica ReasonsMembership Vice President
Claudia MagerSustainer Advisor
Revenue and Support

Revenue Composition

Contributions and Grants
$76,352
Program Service Revenue
$0
Investment Income
$175,398
Other Revenue
$6,819
All Other Contributions
$7,045
Change in Net Assets
$142,295

Audited Revenue Reconciliation

Revenue per Audited Statements
$253,316
Revenue Not Reported on Financial Statements
$5,253
Revenue Not Reported on Form 990
$132,839
Total Revenue per Audited Statements
$386,155
Total Revenue per Form 990
$258,569
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,266
Grants and Similar Amounts Paid$30,141
Salaries, Compensation, and Employee Benefits$16,867
Total Fundraising Expense$2
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,141--$30,141
Occupancy$0$18,982$0$18,982
Other Salaries and Wages$0$15,669$0$15,669
Payments to Affiliates$12,943$0$0$12,943
Fees for Service Investment Mgmnt Fees$0$5,253$0$5,253
Fees for Services Accounting$0$5,238$0$5,238
Office Expenses$0$4,931$0$4,931
Conferences and Meetings$3,311$0$0$3,311
Insurance$0$3,199$0$3,199
Depreciation Depletion$0$1,720$0$1,720
Payroll Taxes$0$1,198$0$1,198
Other Expenses$0$0$2$2
Total Functional Expenses$60,082$56,190$2$116,274

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$118,104
Total Expenses per Form 990$116,274
Expenses per Audited Statements$111,021
Expenses Not Reported on Form 990$7,083
Expenses Not Reported on Financial Statements$5,253
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cultivate Culinary School and Catering IncSouth Bend, IN501(c)(3)To feed elementary school students weekend meals$15,000
Unity GardensSouth Bend, IN501(c)(3)To support Edgy Veggie project$11,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,775
Fundraising Direct Expenses$7,083
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Ball$50,481$13,775$6,708$7,067
Little Black Dress$5,686$0$75$-75
Total Events$56,167$13,775$7,083$6,692
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
None$0
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
Yes
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
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Junior League of South Bend Inc
EIN
35-6001729
Phone
5742830636
Address
525 E Colfax Avenue, South Bend, IN 46617

Signing Officer

Name
Sandra VanVooren
Title
Vice President of Finance
Phone
5742830636
Signed
2021-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Swanson-Loop
Formed
1951
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
81

Preparer

Firm
CULLAR & ASSOCIATES PC CPA'S
Address
218 W WASHINGTON ST SUITE 300, SOUTH BEND, IN 46601
Preparer
Richard J Cullar
Phone
5742888320
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The Organization has five classes of membership - new, active, sustaining, honorary, and emeritus. Only active members may vote for the Board of Directors and other matters. Members are not entitled to any distributions of earnings or of net assets.”

Pt VI, Line 7A

“See above answer to line 6.”

Pt VI, Line 4

“Due to operational complexity during COVID-19, the bylaws were changed to include emergency powers without full quorum, limited to 6 months.”

Pt VI, Line 7B

“Members vote on any major program changes; adoption of projects that require the commitment of time, service, or funds; major fund-raising activities; bylaw changes; and any Statement of Position.”

Pt VI, Line 11B

“A draft of Form 990 was provided to all Board members for their review and approval in November 2021 before it was signed by the Vice President, Finance.”

Pt VI, Line 12C

“Members of the Board of Directors are requested to complete a conflict of interest questionnaire.”

Pt VI, Line 15A

“This question is answered "no" because we do not pay our officers or top management officials.”

Pt VI, Line 15B

“This question is answered "no" because we do not pay our officers or top management officials.”

Pt VI, Line 19

“The Organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Pt XI

“Line 9 - Change in value of the beneficial interest in assets held by Community Foundation of St. Joseph County of $92,433.”

Financial Statement Notes

Pt V, Line 4

“The income from the endowment is to supplement the Organization's other sources of income to help fund the Organization's membership support and charitable functions.”

Pt X, Line 2

“We recognize the tax benefit from an uncertain tax position only if it is more likely than not that the position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. Examples of tax positions include our tax-exempt status and positions related to the potential sources of unrelated business taxable income. We have not identified any uncertain tax positions taken or expected to be taken in a tax return, and there are no unrecognized tax benefits recorded as liabilities in the accompanying financial statements. We classify interest and penalties, if any, associated with uncertain tax positions as a component of income tax expense, and there are no accrued interest or any penalties related to unrecognized tax benefits at either June 30, 2021 or 2020, or any interest or penalties expense related to unrecognized tax benefits for the years then ended. We are no longer subject to examination by the Internal Revenue Service or the State of Indiana for years prior to June 30, 2018.”

Pt XI, Line 2D

“The ($99,516) is from ($92,433) change in beneficial interest and ($7,083) is other special event expenses.”

Pt XII, Line 2D

“The amount $7,083 is other special event expenses netted against income in Part VIII.”

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IRS990/OtherAssetsTotalGrp/EOYAmt0432871
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IRS990/OtherExpensesGrp/TotalAmt12
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
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IRS990/PartialLiquidationInd0false
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01198
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04926
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04926
IRS990/PrincipalOfficerNm0Andrea Swanson-Loop
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Community Grants and Projects: Scholarships and grants to community 501(c)(3) organizations.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030141
IRS990/ProgSrvcAccomActy2Grp/GrantAmt030141
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt064038
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt087254
IRS990/PYOtherExpensesAmt080561
IRS990/PYOtherRevenueAmt0-1862
IRS990/PYRevenuesLessExpensesAmt051989
IRS990/PYSalariesCompEmpBnftPaidAmt016880
IRS990/PYTotalExpensesAmt097441
IRS990/PYTotalRevenueAmt0149430
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0142295
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt076352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt064038
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0126861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt094729
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt086779
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0448759
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt045962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt041950
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt049384
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt034382
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0195480
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0456
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67400
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.67890
IRS990ScheduleA/PublicSupportTotal170Amt0434209
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt014550
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt076352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt064038
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0126861
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt094729
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt086779
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0448759
IRS990ScheduleA/TotalSupportAmt0644239
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.79830
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0994663
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01244191
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0295901
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt046373
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06781
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0994663
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt040357
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt043633
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08513
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt045980
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt041964
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0935970
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt040933
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0111593
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt039946
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt033256
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0432871
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Beneficial interest in assets held by Community Foundation of St. Joseph County
IRS990ScheduleD/OtherExpensesIncludedAmt07083
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0None
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The income from the endowment is to supplement the Organization's other sources of income to help fund the Organization's membership support and charitable functions.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1We recognize the tax benefit from an uncertain tax position only if it is more likely than not that the position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. Examples of tax positions include our tax-exempt status and positions related to the potential sources of unrelated business taxable income. We have not identified any uncertain tax positions taken or expected to be taken in a tax return, and there are no unrecognized tax benefits recorded as liabilities in the accompanying financial statements. We classify interest and penalties, if any, associated with uncertain tax positions as a component of income tax expense, and there are no accrued interest or any penalties related to unrecognized tax benefits at either June 30, 2021 or 2020, or any interest or penalties expense related to unrecognized tax benefits for the years then ended. We are no longer subject to examination by the Internal Revenue Service or the State of Indiana for years prior to June 30, 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2The ($99,516) is from ($92,433) change in beneficial interest and ($7,083) is other special event expenses.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3The amount $7,083 is other special event expenses netted against income in Part VIII.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI, Line 2d

Document Assets

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,525,390
Liabilities
$26,212
Net assets
$1,499,178
Revenue
$258,569
Expenses
$116,274
Net income
$142,295
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.03$1.56$0.16$0.16$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.05$1.49$0.15$0.14$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.07$1.40$0.10$0.14$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.02$1.35$0.23$0.13$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.03$1.50$0.26$0.12$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.03$1.23$0.15$0.10$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.02$1.22$0.18$0.11$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.02$1.17$0.15$0.10$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.03$1.09$0.13$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.03$1.04$0.13$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.08$1.08$0.18$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.03$1.11$0.15$0.10$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.04$0.98$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.04$0.88$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.04$0.79$0.12$0.09$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits