Civic Intelligence

Tree Fund-Tree Research & Education Endowment Fund

990 • Fiscal year 2017 • EIN 37-1018692

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization ProfileWWW.TREEFUND.ORG

View Organization Page

552 S Washington Street No 109Naperville, IL 60540

(630) 369-8300

Siviq Scores

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

Liabilities / Assets

48th percentile

0.08x

Higher debt load relative to assets than 48% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.35x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$127,269

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-24%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$4,813,171

Up $792,318 (+20%) from 2016

Net Assets

Up

$4,435,069

Up $787,057 (+22%) from 2016

Liabilities

Up

$378,102

Up $5,261 (+1.4%) from 2016

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin81st percentile

Revenue

Down

$1,089,927

Down $344,254 (-24%) from 2016

Expenses

Down

$820,007

Down $370,494 (-31%) from 2016

Net Income

Up

$269,920

Up $26,240 (+11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $2,990,637Liabilities 2013: $121,296Net Assets 2013: $2,869,3412013Assets 2014: $3,425,095Liabilities 2014: $292,703Net Assets 2014: $3,132,3922014Assets 2015: $3,423,629Liabilities 2015: $180,788Net Assets 2015: $3,242,8412015Assets 2016: $4,020,853Liabilities 2016: $372,841Net Assets 2016: $3,648,0122016Assets 2017: $4,813,171Liabilities 2017: $378,102Net Assets 2017: $4,435,0692017Assets 2018: $4,642,336Liabilities 2018: $345,057Net Assets 2018: $4,297,2792018Assets 2019: $5,185,332Liabilities 2019: $436,640Net Assets 2019: $4,748,6922019Assets 2020: $5,582,083Liabilities 2020: $345,192Net Assets 2020: $5,236,8912020Assets 2021: $6,282,789Liabilities 2021: $360,635Net Assets 2021: $5,922,1542021Assets 2022: $5,360,565Liabilities 2022: $391,874Net Assets 2022: $4,968,6912022Assets 2023: $6,023,755Liabilities 2023: $325,899Net Assets 2023: $5,697,8562023Assets 2024: $6,331,810Liabilities 2024: $292,731Net Assets 2024: $6,039,0792024

Highlighted filing

2017

Assets$4,813,171
Liabilities$378,102
Net Assets$4,435,069
Open 2017 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $938,085Expenses 2013: $665,952Net Income 2013: $272,1332013Revenue 2014: $1,001,912Expenses 2014: $866,858Net Income 2014: $135,0542014Revenue 2015: $1,024,377Expenses 2015: $863,889Net Income 2015: $160,4882015Revenue 2016: $1,434,181Expenses 2016: $1,190,501Net Income 2016: $243,6802016Revenue 2017: $1,089,927Expenses 2017: $820,007Net Income 2017: $269,9202017Revenue 2018: $1,054,363Expenses 2018: $863,253Net Income 2018: $191,1102018Revenue 2019: $708,913Expenses 2019: $948,385Net Income 2019: -$239,4722019Revenue 2020: $677,998Expenses 2020: $781,326Net Income 2020: -$103,3282020Revenue 2021: $725,659Expenses 2021: $642,800Net Income 2021: $82,8592021Revenue 2022: $668,187Expenses 2022: $902,680Net Income 2022: -$234,4932022Revenue 2023: $708,013Expenses 2023: $632,992Net Income 2023: $75,0212023Revenue 2024: $686,919Expenses 2024: $875,218Net Income 2024: -$188,2992024

Highlighted filing

2017

Revenue$1,089,927
Expenses$820,007
Net Income$269,920
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$1,345,292
Mission and Program Overview

Mission

Support scientific discovery and dissemination of new knowledge in the fields of arboriculture and urban forestry

Support sustainable communities and environmental stewardship

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$10,550$137,646▲ $127,096
Cash and Non-Interest-Bearing Accounts$233,946$121,732▼ $112,214
Prepaid Expenses and Deferred Charges$4,947$7,067▲ $2,120
Land, Buildings, and Equipment, Net$0$2,942▲ $2,942
Total Assets$4,020,853$4,813,171▲ $792,318
Other Assets Total$3,771,410$4,543,784▲ $772,374
Liabilities
Grants Payable$332,992$351,100▲ $18,108
Accounts Payable and Accrued Expenses$39,849$27,002▼ $12,847
Total Liabilities$372,841$378,102▲ $5,261
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,549,609$4,507,137▲ $957,528
Temporarily Rstr Net Assets$386,853$287,405▼ $99,448
Unrestricted Net Assets$-288,450$-359,473▼ $71,023
Total Net Assets Fund Balance$3,648,012$4,435,069▲ $787,057
Total Liabilities and Net Assets / Fund Balance$4,020,853$4,813,171▲ $792,318

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,942$736$3,678
Other Assets Org$4,543,784--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,771,410$539,613▲ $566,160$221,801$4,643,785
2016$2,927,376$663,109▲ $191,239-$3,771,410
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Eric SmithPresident/CEOFT$123,769$3,500$127,269

Board Members and Trustees

NameTitle
Steven GeistChair Elect
Brian SayersChairman
Thomas WolfVice Chairman
Beau BrodbeckTrustee
Dave KrauseTrustee
George HudlerTrustee
James BarborinasTrustee
James UrbanTrustee
Paul FletcherTrustee
Sharon Jean-philippeTrustee
Sharon LillyTrustee
William SchleizerTrustee
Ray HenningTreasurer
Wilbur NutterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,059,107
Program Service Revenue
$0
Investment Income
$40,629
Other Revenue
$-9,809
All Other Contributions
$788,795
Change in Net Assets
$269,920

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,089,927
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$896,572
Total Revenue per Audited Statements
$1,986,499
Total Revenue per Form 990
$1,089,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$307,422
Other Expenses$302,779
Total Fundraising Expense$266,471
Grants and Similar Amounts Paid$209,806
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$174,206--$174,206
Other Salaries and Wages$43,432$47,409$51,567$142,408
Current Officers, Directors, Trustees, and Key Employees$37,739$41,195$44,865$123,799
Fees for Services Other$2,420$4,100$102,363$108,883
Fees for Services Accounting$1,228$27,063-$28,291
Travel$11,612$2,526$13,722$27,860
Occupancy$11,812$7,642$7,642$27,096
Information Technology$696$8,662$14,403$23,761
Office Expenses$9,334$3,155$8,609$21,098
Other Employee Benefits$5,819$8,002$6,819$20,640
Payroll Taxes$6,312$6,893$7,370$20,575
Foreign Grants$19,600--$19,600
Grants to Domestic Individuals$16,000--$16,000
Other Expenses$3,382$2,482$2,513$8,377
Insurance$1,568$1,176$1,176$3,920
Depreciation Depletion-$736-$736
Fees for Services Legal-$81$213$294
All Other Expenses$-5,414$1,657$485$-3,272
Total Functional Expenses$366,386$187,150$266,471$820,007

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,199,442
Expenses per Audited Statements$820,007
Total Expenses per Form 990$820,007
Expenses Not Reported on Form 990$379,435
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Wisconsin - Stevens PointStevens Point, WI501c3Support Research$49,387
University of WashingtonSeattle, WA501c3Support Research$46,950
Cornell UniversityIthaca, NY501c3Support Research$22,869
University of Florida - Gulf CoastWimauma, FL501c3Support Research$20,000
University of Massachusetts AmherstAmherst, MA501c3Support Research$15,000
Columbia State Community CollegeColumbus, OH501c3Support Research$5,000
Friends of the Urban ForestSan Francisco, CA501c3Vocational Skills Job Training$5,000
Tree FolksDel Valle, TX501c3Youth Tree Climbing Initiative$5,000
Virginia TechBlacksburg, VA501c3Support Research$5,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$255,365
Fundraising Gross Income$242,830
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tour De Trees (incl Auction)$513,142$242,830$126,186$116,644
Total Events$513,142$242,830$255,365$-12,535
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
No
Management duties delegated
No

Governance Explanations

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

“The president/ceo distributes a copy of the form 990 electronically to each of the board trustees for their review”

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

“Members of the board of trustees complete conflict of interest forms on an annual basis. If there is any potential or perception of a conflict of interest, it is identified by the trustee and the trustee leaves the room during discussion and vote.”

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

“The executive committee uses the association of small foundations management and compensation survey to identify compensation standards. This information is summarized by the chairman and presented to the executive committee for discussion. The president/ceo's salary is benchmarked against other president/ceo's salaries in the region of similar size foundations to determine the president/ceo's compensation.”

Form 990, Part VI, Section C, Line 18

“UPON WRITTEN REQUEST”

Form 990, Part VI, Section C, Line 19

“UPON WRITTEN REQUEST”

Filing and Contact Details

Filer

Filer Name
Tree Research and Education Endowment
EIN
37-1018692
Phone
6303698300
Address
552 S WASHINGTON STREET NO 109, NAPERVILLE, IL 60540

Signing Officer

Name
John Eric Smith
Title
President/CEO
Phone
6303698300
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Eric Smith
Formed
1975
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
14
Employees
6
Volunteers
0

Preparer

Firm
Sassetti LLC
Address
6611 NORTH AVENUE, OAK PARK, IL 60302
Preparer
Jeff Schroeder
Phone
7083861433
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees: program service expenses 2,420. Management and general expenses 4,100. Fundraising expenses 102,363. Total expenses 108,883.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is intended to fund research, education, and community engagement.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses related to special events netted against revenue 255,365.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses of special events netted against fundraising revenue 255,365.”

Raw XML AppendixShowing 400 of 709 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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
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IRS990/FundraisingDirectExpensesAmt0255365
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/FundraisingAmt014403
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08662
IRS990/InformationTechnologyGrp/ProgramServicesAmt0696
IRS990/InformationTechnologyGrp/TotalAmt023761
IRS990/InsuranceGrp/FundraisingAmt01176
IRS990/InsuranceGrp/ManagementAndGeneralAmt01176
IRS990/InsuranceGrp/ProgramServicesAmt01568
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0SUPPORT SCIENTIFIC DISCOVERY AND DISSEMINATION OF NEW KNOWLEDGE IN THE FIELDS OF ARBORICULTURE AND URBAN FORESTRY
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IRS990/OccupancyGrp/ManagementAndGeneralAmt07642
IRS990/OccupancyGrp/ProgramServicesAmt011812
IRS990/OccupancyGrp/TotalAmt027096
IRS990/OfficeExpensesGrp/FundraisingAmt08609
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03155
IRS990/OfficeExpensesGrp/ProgramServicesAmt09334
IRS990/OfficeExpensesGrp/TotalAmt021098
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt04543784
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06819
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08002
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05819
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020640
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL PROGRAMMING
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2BOARD EXPENSE
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt01228
IRS990/OtherExpensesGrp/FundraisingAmt13496
IRS990/OtherExpensesGrp/FundraisingAmt22513
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16771
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22482
IRS990/OtherExpensesGrp/ProgramServicesAmt021232
IRS990/OtherExpensesGrp/ProgramServicesAmt1254
IRS990/OtherExpensesGrp/ProgramServicesAmt25154
IRS990/OtherExpensesGrp/ProgramServicesAmt33382
IRS990/OtherExpensesGrp/TotalAmt021232
IRS990/OtherExpensesGrp/TotalAmt119082
IRS990/OtherExpensesGrp/TotalAmt215421
IRS990/OtherExpensesGrp/TotalAmt38377
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MERCHANDISE SALES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02726
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02726
IRS990/OtherRevenueTotalAmt02726
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt051567
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt047409
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt043432
IRS990/OtherSalariesAndWagesGrp/TotalAmt0142408
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07370
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06893
IRS990/PayrollTaxesGrp/ProgramServicesAmt06312
IRS990/PayrollTaxesGrp/TotalAmt020575
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03549609
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04507137
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010550
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0137646
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04947
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07067
IRS990/PrincipalOfficerNm0JOHN ERIC SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0TREE FUND PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS AND IMPLEMENTS DIRECT PROGRAMS DESIGNED TO INCREASE AWARENESS OF ARBORICULTURE AND URBAN FORESTRY AMONG THE GENERAL PUBLIC, THEREBY ENCOURAGING PROPERTY OWNERS, BUSINESSES, AND MUNICIPALITIES TO MANAGE URBAN AND COMMUNITY FORESTS IN WAYS THAT PROMOTE INDIVIDUAL, CIVIC AND ENVIRONMENTAL HEALTH. THE PREMIERE 2017 COMMUNITY ENGAGEMENT WAS A SEVEN-DAY CYCLING EVENT WITH MULTIPLE OUTREACH PROGRAMS ALONG ITS ROUTE. TREE FUND ALSO ISSUED FOUR COMMUNITY ENGAGEMENT GRANTS VALUED AT $20,000 TOTAL, WHILE OFFERING FOUR WEBINARS WITH ~1,500 ATTENDEES AND TWO OTHER PUBLIC EVENTS, ADVERTISING WIDELY AROUND THE COUNTRY, MAINTAINING ACTIVE SOCIAL MEDIA CAMPAIGNS, AND ISSUING A MONTHLY NEWSLETTER TARGETED TO LAY READERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt068747
IRS990/ProgSrvcAccomActy2Grp/GrantAmt020000
IRS990/ProgSrvcAccomActy3Grp/Desc0TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN 2017, TREE FUND ISSUED FIVE SCHOLARSHIPS VALUED AT A TOTAL OF $16,000.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt038012
IRS990/ProgSrvcAccomActy3Grp/GrantAmt016000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01669573
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0549938
IRS990/PYInvestmentIncomeAmt019456
IRS990/PYOtherExpensesAmt0293853
IRS990/PYOtherRevenueAmt0-254848
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0243680
IRS990/PYSalariesCompEmpBnftPaidAmt0346710
IRS990/PYTotalExpensesAmt01190501
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01434181
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0269920
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01016049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01123046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01056549
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05375580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt040629
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019456
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt029484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt030559
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024769
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0144897
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0625646
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt012068
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04052
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07988
IRS990ScheduleA/OtherIncome170Grp/TotalAmt026070
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93810
IRS990ScheduleA/PublicSupportPY170Pct00.91620
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01031218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01016049
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01123046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01056549
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05375580
IRS990ScheduleA/TotalSupportAmt05546547
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt011597
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03771410
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0539613
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04643785
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0566160
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0221801
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt010314
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02927376
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0663109
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03771410
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0191239

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,813,171
Liabilities
$378,102
Net assets
$4,435,069
Revenue
$1,089,927
Expenses
$820,007
Net income
$269,920
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.33$0.29$6.04$0.69$0.88$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.02$0.33$5.70$0.71$0.63$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.36$0.39$4.97$0.67$0.90$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.28$0.36$5.92$0.73$0.64$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.58$0.35$5.24$0.68$0.78$0.10
2019Detailed filing. Detailed filing data is available for this year.$5.19$0.44$4.75$0.71$0.95$0.24
2018Detailed filing. Detailed filing data is available for this year.$4.64$0.35$4.30$1.05$0.86$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.81$0.38$4.44$1.09$0.82$0.27
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.37$3.65$1.43$1.19$0.24
2015Detailed filing. Detailed filing data is available for this year.$3.42$0.18$3.24$1.02$0.86$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.43$0.29$3.13$1.00$0.87$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.99$0.12$2.87$0.94$0.67$0.27
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits