Civic Intelligence

Blue Water Development Housing Inc.

990 • Fiscal year 2020 • EIN 38-2140797

Oct 01, 2019 to Sep 30, 2020 • Filed on Apr 20, 2021

Organization ProfileWWW.BWDH.ORG

View Organization Page

1600 Gratiot Suite 1Marysville, MI 48040

(810) 388-1200

Siviq Scores

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

Liabilities / Assets

69th percentile

0.45x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.26x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

41st percentile

1.4%

Higher net margin than 41% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

34th percentile

$132,413

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

90th percentile

49%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

24%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$6,426,894

Up $2,122,901 (+49%) from 2019

Net Assets

Up

$3,529,954

Up $172,383 (+5.1%) from 2019

Liabilities

Up

$2,896,940

Up $1,950,518 (+206%) from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin41st percentile

Revenue

Up

$11,243,181

Up $2,211,496 (+24%) from 2019

Expenses

Up

$11,086,271

Up $2,103,616 (+23%) from 2019

Net Income

Up

$156,910

Up $107,880 (+220%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,362,908Liabilities 2010: $790,540Net Assets 2010: $2,572,3682010Assets 2011: $3,456,962Liabilities 2011: $792,211Net Assets 2011: $2,664,7512011Assets 2012: $3,446,562Liabilities 2012: $663,466Net Assets 2012: $2,783,0962012Assets 2013: $3,545,502Liabilities 2013: $688,213Net Assets 2013: $2,857,2892013Assets 2014: $3,759,802Liabilities 2014: $764,512Net Assets 2014: $2,995,2902014Assets 2015: $3,738,815Liabilities 2015: $716,989Net Assets 2015: $3,021,8262015Assets 2016: $3,666,126Liabilities 2016: $543,233Net Assets 2016: $3,122,8932016Assets 2017: $3,842,519Liabilities 2017: $629,180Net Assets 2017: $3,213,3392017Assets 2018: $4,124,204Liabilities 2018: $816,981Net Assets 2018: $3,307,2232018Assets 2019: $4,303,993Liabilities 2019: $946,422Net Assets 2019: $3,357,5712019Assets 2020: $6,426,894Liabilities 2020: $2,896,940Net Assets 2020: $3,529,9542020Assets 2021: $7,021,558Liabilities 2021: $1,548,751Net Assets 2021: $5,472,8072021Assets 2022: $6,966,714Liabilities 2022: $1,566,173Net Assets 2022: $5,400,5412022Assets 2023: $7,380,238Liabilities 2023: $2,005,656Net Assets 2023: $5,374,5822023Assets 2024: $7,543,399Liabilities 2024: $1,549,213Net Assets 2024: $5,994,1862024

Highlighted filing

2020

Assets$6,426,894
Liabilities$2,896,940
Net Assets$3,529,954
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,823,2402010Expenses 2011: $7,066,6582011Revenue 2012: $7,427,009Expenses 2012: $7,371,795Net Income 2012: $55,2142012Revenue 2013: $6,657,829Expenses 2013: $6,643,601Net Income 2013: $14,2282013Revenue 2014: $6,982,412Expenses 2014: $6,876,418Net Income 2014: $105,9942014Revenue 2015: $7,282,078Expenses 2015: $7,232,938Net Income 2015: $49,1402015Revenue 2016: $7,184,369Expenses 2016: $7,110,068Net Income 2016: $74,3012016Revenue 2017: $7,335,931Expenses 2017: $7,253,669Net Income 2017: $82,2622017Revenue 2018: $8,011,354Expenses 2018: $7,882,546Net Income 2018: $128,8082018Revenue 2019: $9,031,685Expenses 2019: $8,982,655Net Income 2019: $49,0302019Revenue 2020: $11,243,181Expenses 2020: $11,086,271Net Income 2020: $156,9102020Revenue 2021: $13,592,557Expenses 2021: $11,751,815Net Income 2021: $1,840,7422021Revenue 2022: $13,180,365Expenses 2022: $12,947,184Net Income 2022: $233,1812022Revenue 2023: $14,623,658Expenses 2023: $14,807,749Net Income 2023: -$184,0912023Revenue 2024: $14,268,264Expenses 2024: $14,045,745Net Income 2024: $222,5192024

Highlighted filing

2020

Revenue$11,243,181
Expenses$11,086,271
Net Income$156,910
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Apr 20, 2021
Return Version
2019v5.2
Gross Receipts
$11,243,181
Mission and Program Overview

Mission

Assisted living for the developmentally impaired.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$788,145$3,042,028▲ $2,253,883
Accounts Receivable$762,240$1,426,283▲ $664,043
Savings and Temporary Cash Investments$1,622,133$714,926▼ $907,207
Investments in Publicly Traded Securities$593,914$634,511▲ $40,597
Land, Buildings, and Equipment, Net$190,232$242,829▲ $52,597
Other Notes and Loans Receivable, Net$144,726$134,250▼ $10,476
Prepaid Expenses and Deferred Charges$111,152$108,274▼ $2,878
Investments Program Related$41,771$43,296▲ $1,525
Total Assets$4,303,993$6,426,894▲ $2,122,901
Other Assets Total$49,680$80,497▲ $30,817
Liabilities
Unsecured Notes Loans Payable-$1,576,650-
Accounts Payable and Accrued Expenses$781,307$1,011,456▲ $230,149
Other Liabilities$115,435$134,999▲ $19,564
Mortgage Notes Payable Secured by Investment Property-$93,338-
Escrow Account Liability$49,680$80,497▲ $30,817
Total Liabilities$946,422$2,896,940▲ $1,950,518
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,315,800$3,486,658▲ $170,858
Net Assets With Donor Restrictions$41,771$43,296▲ $1,525
Total Net Assets Fund Balance$3,357,571$3,529,954▲ $172,383
Total Liabilities and Net Assets / Fund Balance$4,303,993$6,426,894▲ $2,122,901

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$134,759$362,690$497,449
Leasehold Improvements$84,667$117,884$202,551
Equipment$23,403$107,608$131,011

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$41,771-▲ $1,977$452$43,296
2019$43,729-▼ $1,515$443$41,771
2018$38,679-▲ $5,695-$43,729
2017$38,907-▲ $3,836$3,505$38,679
2016$35,742-▲ $3,557-$38,907
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen SwantekExecutive DirectorFT$111,053$21,360$132,413

Board Members and Trustees

NameTitle
Kathrine Jackson-drewekPresident
Kristine EdieVice President
Bonnie BarrettDirector
Bonnie BrackenDirector
David LittleDirector
Kristy DennisDirector
Rebecca CaldwellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$518,095
Program Service Revenue
$10,535,716
Investment Income
$33,460
Other Revenue
$155,910
All Other Contributions
$1,974
Change in Net Assets
$156,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,166,817
Other Expenses$919,454
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,854,939$385,453-$8,240,392
Other Employee Benefits$1,114,350$39,818-$1,154,168
Payroll Taxes$604,890$41,592-$646,482
Occupancy$181,963$32,942-$214,905
Current Officers, Directors, Trustees, and Key Employees-$125,775-$125,775
Travel$104,788$1,886-$106,674
Depreciation Depletion$50,455$8,860-$59,315
Fees for Services Other-$45,094-$45,094
Insurance$28,056$2,666-$30,722
Fees for Services Accounting-$23,341-$23,341
Information Technology-$18,844-$18,844
Fees for Services Management-$18,178-$18,178
Other Expenses$14,678$2,112-$16,790
Advertising-$15,178-$15,178
Fees for Services Legal-$8,142-$8,142
All Other Expenses$6,730--$6,730
Office Expenses-$5,943-$5,943
Fees for Service Investment Mgmnt Fees-$4,782-$4,782
Interest$3,585--$3,585
Total Functional Expenses$10,299,851$786,420$0$11,086,271
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pension Payable$134,999
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Organization's process to review form 990: the completed 990 is reviewed by the executive director, who provides a copy of the 990 to the board of directors for review and acceptance at a regular meeting of the board, prior to filing.”

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

“The conflict of interest policy of the organization is published in the bylaws of the organization. The policy is provided to each employee and board member upon hire or appointment to the board of directors.”

Form 990, Part VI, Section B, Line 15

“The board of directors approve a two year contract with the executive director. Compensation and benefits for the executive director are reviewed by the contract review committee for each new contract period. Compensation and benefits packages for officers are approved by the contract review committee for each new contract period.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Blue Water Developmental Housing
EIN
38-2140797
Phone
8103881200
Address
1600 GRATIOT SUITE 1, MARYSVILLE, MI 48040

Signing Officer

Name
Kathleen Swantek
Title
Executive Director
Phone
8103881200
Signed
2021-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Swantek
Formed
1976
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
389
Volunteers
0

Preparer

Firm
Uhy Advisors Mi Inc
Address
1979 HOLLAND AVE SUITE A, PORT HURON, MI 48060
Preparer
Paul Bailey
Phone
8109843829
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The organization provides fiscal intermediary services (fis) for one consumer who is serviced through home of your own. We provide the consumer with a fis contract where the consumer pays a certain amount each month to bwdh so we can pay consumer's bills. Bwdh also maintains and reconciles personal allowance accounts for 63 consumers who are unable to maintain a bank account. Consumers receive money from payees which is held and maintained by bwdh until the consumer wishes to use the funds for various bills.”

Raw XML AppendixShowing 400 of 603 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/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt039818
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01114350
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01154168
IRS990/OtherExpensesGrp/Desc0CONSUMABLES
IRS990/OtherExpensesGrp/Desc1RESIDENT ALLOWANCE
IRS990/OtherExpensesGrp/Desc2MINOR EQUIPMENT
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05814
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12112
IRS990/OtherExpensesGrp/ProgramServicesAmt0281003
IRS990/OtherExpensesGrp/ProgramServicesAmt133806
IRS990/OtherExpensesGrp/ProgramServicesAmt220608
IRS990/OtherExpensesGrp/ProgramServicesAmt314678
IRS990/OtherExpensesGrp/TotalAmt0281003
IRS990/OtherExpensesGrp/TotalAmt133806
IRS990/OtherExpensesGrp/TotalAmt226422
IRS990/OtherExpensesGrp/TotalAmt316790
IRS990/OtherLiabilitiesGrp/BOYAmt0115435
IRS990/OtherLiabilitiesGrp/EOYAmt0134999
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0155910
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0155910
IRS990/OtherRevenueTotalAmt0155910
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0385453
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07854939
IRS990/OtherSalariesAndWagesGrp/TotalAmt08240392
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0144726
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0134250
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt041592
IRS990/PayrollTaxesGrp/ProgramServicesAmt0604890
IRS990/PayrollTaxesGrp/TotalAmt0646482
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0111152
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0108274
IRS990/PrincipalOfficerNm0KATHLEEN SWANTEK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4812900
IRS990/ProgramServiceRevenueGrp/Desc0ST. CLAIR COUNTY CMH AUTHORITY
IRS990/ProgramServiceRevenueGrp/Desc1MORC INC
IRS990/ProgramServiceRevenueGrp/Desc2SSI REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3MACOMB COUNTY CMH AUTHORITY
IRS990/ProgramServiceRevenueGrp/Desc4FOOD STAMP REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07606881
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11597038
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2735523
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3423165
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4139303
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07606881
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11597038
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2735523
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3423165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4139303
IRS990/ProgSrvcAccomActy2Grp/Desc0N/A
IRS990/ProgSrvcAccomActy3Grp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0480789
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt037967
IRS990/PYOtherExpensesAmt0853321
IRS990/PYOtherRevenueAmt0131956
IRS990/PYProgramServiceRevenueAmt08380973
IRS990/PYRevenuesLessExpensesAmt049030
IRS990/PYSalariesCompEmpBnftPaidAmt08129334
IRS990/PYTotalExpensesAmt08982655
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09031685
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0156910
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01622133
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0714926
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0A REVIEW OF THE CONTRACT BLUE WATER DEVELOPMENTAL HOUSING (BWDH) HAS WITH ST. CLAIR COUNTY COMMUNITY MENTAL HEALTH AUTHORITY INDICATED THAT THE REVENUE PROVIDED WOULD BE MORE APPROPRIATELY REPORTED AS A PROGRAM SERVICE REVENUE AS OPPOSED TO A GRANT. THE REVENUE ON THE 2019 FORM 990 HAS BEEN CLASSIFIED ACCORDINGLY. AS SUCH, THE AMOUNTS RECEIVED IN PRIOR YEARS HAVE ALSO BEEN RECLASSIFIED TO SHOW CONSISTENCY IN REVENUES. THIS CHANGE IN REVENUE CLASSIFICATION ALSO CHANGES THE REASON FOR PUBLIC CHARITY STATUS. WE HAVE BEEN REPORTING AS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC - TYPE 7 AS LISTED ON SCHEDULE A. WITH THE REVENUE CLASSIFICATION CHANGE, WE WILL NOW BE CLASSIFIED AS AN ORGANIZATION THAT NORMALLY RECEIVES MORE THAN 33 1/3% OF ITS SUPPORT FROM CONTRIBUTIONS, MEMBERSHIP FEES, AND GROSS RECEIPTS FROM ACTIVITIES RELATED TO ITS EXEMPT FUNCTIONS AND NO MORE THAN 33 1/3% OF ITS SUPPORT FROM GROSS INVESTMENT INCOME AND UNRELATED BUSINESS TAXABLE INCOME - TYPE 10 AS LISTED ON SCHEDULE A.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0REVENUE CLASSIFICATION CHANGE EXPLANATION:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0518095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0480789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0458283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0452961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0475760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02385888
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt033460
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt032133
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt033669
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027775
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031448
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0158485
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010535716
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08380973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07306867
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06685713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06539617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt039448886
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt033460
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt032133
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt033669
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027775
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt031448
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0158485
IRS990ScheduleA/InvestmentIncomeCYPct00.00370
IRS990ScheduleA/InvestmentIncomePYPct00.36000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0155910
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0131956
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0131888
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0127671
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0124794
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0672219
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98050
IRS990ScheduleA/PublicSupportPY509Pct00.97900
IRS990ScheduleA/PublicSupportTotal509Amt041834774
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011053811
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08861762
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07765150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07138674
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07015377
IRS990ScheduleA/Total509Grp/TotalAmt041834774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011243181
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09025851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07930707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07294120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07171619
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt042665478
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/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt041771
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt043296
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01977
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0452
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt043729
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt041771
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1515
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0443
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0645
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt038679
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt043729
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05695
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0559
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt038907
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt038679
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03836
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03505
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0392
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt035742
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt038907
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03557
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt023403
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0107608
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0131011
IRS990ScheduleD/ExplanationProvidedInd0X

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,426,894
Liabilities
$2,896,940
Net assets
$3,529,954
Revenue
$11,243,181
Expenses
$11,086,271
Net income
$156,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.54$1.55$5.99$14.3$14.0$0.22
2023Detailed filing. Detailed filing data is available for this year.$7.38$2.01$5.37$14.6$14.8$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.97$1.57$5.40$13.2$12.9$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.02$1.55$5.47$13.6$11.8$1.84
2020Detailed filing. Detailed filing data is available for this year.$6.43$2.90$3.53$11.2$11.1$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.30$0.95$3.36$9.03$8.98$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.12$0.82$3.31$8.01$7.88$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.84$0.63$3.21$7.34$7.25$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.67$0.54$3.12$7.18$7.11$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.72$3.02$7.28$7.23$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.76$0.76$3.00$6.98$6.88$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$0.69$2.86$6.66$6.64$0.01
2012Summary only. Only limited summary data is available for this year.$3.45$0.66$2.78$7.43$7.37$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$0.79$2.66$7.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.79$2.57$6.82