Civic Intelligence

Birmingham Area Seniors Coordinating Council

990 • Fiscal year 2018 • EIN 38-2280601

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 29, 2019

Organization ProfileWWW.BIRMINGHAMNEXT.ORG

View Organization Page

2121 Midvale StreetBirmingham, MI 48009

(248) 203-5270

Siviq Scores

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

Liabilities / Assets

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

44th percentile

0.07x

Higher debt load relative to revenue than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$69,719

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

70th percentile

8.4%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,765,795

Up $136,711 (+8.4%) from 2017

Net Assets

Up

$1,717,205

Up $131,365 (+8.3%) from 2017

Liabilities

Up

$48,590

Up $5,346 (+12%) from 2017

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin74th percentile

Revenue

Up

$698,678

Up $140,354 (+25%) from 2017

Expenses

Up

$588,469

Up $52,282 (+9.8%) from 2017

Net Income

Up

$110,209

Up $88,072 (+398%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,081,597Liabilities 2011: $26,799Net Assets 2011: $1,054,7982011Assets 2012: $1,083,881Liabilities 2012: $14,226Net Assets 2012: $1,069,6552012Assets 2013: $1,370,226Liabilities 2013: $31,593Net Assets 2013: $1,338,6332013Assets 2014: $1,535,740Liabilities 2014: $31,656Net Assets 2014: $1,504,0842014Assets 2015: $1,495,497Liabilities 2015: $28,035Net Assets 2015: $1,467,4622015Assets 2016: $1,519,014Liabilities 2016: $41,449Net Assets 2016: $1,477,5652016Assets 2017: $1,629,084Liabilities 2017: $43,244Net Assets 2017: $1,585,8402017Assets 2018: $1,765,795Liabilities 2018: $48,590Net Assets 2018: $1,717,2052018Assets 2019: $1,903,427Liabilities 2019: $66,045Net Assets 2019: $1,837,3822019Assets 2020: $2,016,539Liabilities 2020: $102,779Net Assets 2020: $1,913,7602020Assets 2021: $2,681,974Liabilities 2021: $97,021Net Assets 2021: $2,584,9532021Assets 2022: $2,804,020Liabilities 2022: $35,089Net Assets 2022: $2,768,9312022Assets 2023: $3,179,190Liabilities 2023: $62,058Net Assets 2023: $3,117,1322023

Highlighted filing

2018

Assets$1,765,795
Liabilities$48,590
Net Assets$1,717,205
Open 2018 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.5M$1.0M$500K$0Revenue 2011: $563,966Expenses 2011: $292,376Net Income 2011: $271,5902011Revenue 2012: $327,382Expenses 2012: $292,380Net Income 2012: $35,0022012Revenue 2013: $577,996Expenses 2013: $335,288Net Income 2013: $242,7082013Revenue 2014: $408,413Expenses 2014: $329,528Net Income 2014: $78,8852014Revenue 2015: $474,288Expenses 2015: $406,583Net Income 2015: $67,7052015Revenue 2016: $536,629Expenses 2016: $497,268Net Income 2016: $39,3612016Revenue 2017: $558,324Expenses 2017: $536,187Net Income 2017: $22,1372017Revenue 2018: $698,678Expenses 2018: $588,469Net Income 2018: $110,2092018Revenue 2019: $675,540Expenses 2019: $582,394Net Income 2019: $93,1462019Revenue 2020: $634,925Expenses 2020: $558,662Net Income 2020: $76,2632020Revenue 2021: $817,730Expenses 2021: $450,087Net Income 2021: $367,6432021Revenue 2022: $1,326,167Expenses 2022: $513,860Net Income 2022: $812,3072022Revenue 2023: $733,442Expenses 2023: $594,752Net Income 2023: $138,6902023

Highlighted filing

2018

Revenue$698,678
Expenses$588,469
Net Income$110,209
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 29, 2019
Return Version
2017v2.3
Gross Receipts
$705,587
Mission and Program Overview

Mission

To identify and meet the needs of older adults by soliciting and coordinating community resources to provide educational, recreational and social programs, supportive outreach services and volunteer opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,498,305$1,607,093▲ $108,788
Cash and Non-Interest-Bearing Accounts$60,314$67,907▲ $7,593
Land, Buildings, and Equipment, Net$28,877$55,530▲ $26,653
Savings and Temporary Cash Investments$26,434$22,856▼ $3,578
Accounts Receivable$13,650$12,004▼ $1,646
Prepaid Expenses and Deferred Charges$1,504$405▼ $1,099
Total Assets$1,629,084$1,765,795▲ $136,711
Liabilities
Deferred Revenue$25,160$28,289▲ $3,129
Accounts Payable and Accrued Expenses$18,084$20,301▲ $2,217
Total Liabilities$43,244$48,590▲ $5,346
Net Assets / Fund Balance
Unrestricted Net Assets$1,559,574$1,694,517▲ $134,943
Temporarily Rstr Net Assets$26,266$22,688▼ $3,578
Total Net Assets Fund Balance$1,585,840$1,717,205▲ $131,365
Total Liabilities and Net Assets / Fund Balance$1,629,084$1,765,795▲ $136,711

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$55,530$226,987$282,517

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,498,305$10,025▲ $111,113-$1,607,093
2017$1,379,888-▲ $136,433$5,540$1,498,305
2016$1,377,236$12,125▲ $1,205-$1,379,888
2015$1,402,615$1,036▼ $18,146-$1,377,236
2014$1,226,112$32,906▲ $158,971$8,250$1,402,615
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine BraunExecutive DirectorFT$31,785$37,934$69,719

Board Members and Trustees

NameTitle
Edgar W Pugh JrPast President
Gregory BurryPresident
Lori SoiferVice President
Alice LezotteBoard of Directors
Donald BrundirksBoard of Directors
Elaine MclainBoard of Directors
George DilgardBoard of Directors
Gordon RinschlerBoard of Directors
Jay ReynoldsBoard of Directors
Sandy DebickiBoard of Directors
Stuart JeffaresBoard of Directors
W Douglas Weaver MdBoard of Directors
Kathi Jones-cutlerSecretary
Paul BucklesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$264,539
Program Service Revenue
$360,474
Investment Income
$77,638
Other Revenue
$-3,973
All Other Contributions
$171,328
Change in Net Assets
$110,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$341,816
Other Expenses$246,653
Total Fundraising Expense$48,119
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$221,794$44,670$19,673$286,137
Fees for Services Other$131,410--$131,410
Occupancy$21,919$10,960$3,653$36,532
Current Officers, Directors, Trustees, and Key Employees$10,358$10,358$10,672$31,388
Office Expenses$18,940$2,706$5,411$27,057
Payroll Taxes$17,760$4,210$2,321$24,291
Other Expenses$12,745$4,248$4,248$21,241
Depreciation Depletion$8,732$2,196$1,118$12,046
Insurance$2,047$7,165$1,023$10,235
Fees for Services Accounting-$5,200-$5,200
Conferences and Meetings$1,466$1,466-$2,932
Total Functional Expenses$447,171$93,179$48,119$588,469
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,909
Fundraising Gross Income$2,936
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Misc$10,803-$1,054-
Golf Outing$24,030$2,936$5,855$-2,919
Total Events$34,833$2,936$6,909$-3,973
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
Yes
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 A, Line 6

“MEMBERSHIP ORGANIZATION”

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

“Members elect board of directors”

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

“Executive director, president and treasurer of the board approves form 990 before actual filing.”

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

“Signed conflict of interest policies are required from all staff, volunteers and board members. The written disclosure is kept on file and updated as appropriate.”

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

“Executive director compensation is determined by interview panel, approval by all individual board members, and comparison of salaries with other senior centers. Also compared with municipal employees in our service area.”

Form 990, Part VI, Section C, Line 19

“The organization makes the governing documents, policies, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Birmingham Area Seniors
EIN
38-2280601
Phone
2482035270
Address
2121 MIDVALE STREET, BIRMINGHAM, MI 48009
Doing Business As
Next - Your Place to Stay Active & Connected

Signing Officer

Name
Gregory Burry
Title
President
Phone
2482035270
Signed
2019-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Burry
Formed
1981
Legal Domicile
Mi
Voting Board Members
14
Independent Board Members
14
Employees
15
Volunteers
300

Preparer

Firm
Gordon Advisors Pc
Address
1301 W LONG LAKE ROAD STE 200, TROY, MI 48098
Preparer
Kevin E Klein CPA
Phone
2489520200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Program service fees: program service expenses 131,410. Management and general expenses 0. Fundraising expenses 0. Total expenses 131,410.”

Financial Statement Notes

PART V, LINE 4:

“The organization has established guidelines whereby the general purpose of the endowment fund is to support the organization's mission by generating a growing flow of funds to help meet the current and future operating, capital and other needs. The finance committee is responsible for the investment mix and growth of the fund with the established investment policy guidelines. The fund spending policy governs the rate at which the funds are released to the operating budget and is determined by the board of directors of the organization.”

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the organization to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or other applicable taxing authorities. Management has analyzed the tax positions taken by the organization and has concluded that as of june 30, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
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IRS990/GrossReceiptsAmt0705587
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01023
IRS990/InsuranceGrp/ManagementAndGeneralAmt07165
IRS990/InsuranceGrp/ProgramServicesAmt02047
IRS990/InsuranceGrp/TotalAmt010235
IRS990/InvestmentIncomeGrp/ExclusionAmt077638
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt077638
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01498305
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01607093
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0226987
IRS990/LandBldgEquipBasisNetGrp/BOYAmt028877
IRS990/LandBldgEquipBasisNetGrp/EOYAmt055530
IRS990/LandBldgEquipCostOrOtherBssAmt0282517
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt061314
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IDENTIFY AND MEET THE NEEDS OF OLDER ADULTS BY SOLICITING AND COORDINATING COMMUNITY RESOURCES TO PROVIDE EDUCATIONAL, RECREATIONAL AND SOCIAL PROGRAMS, SUPPORTIVE OUTREACH SERVICES AND VOLUNTEER OPPORTUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01585840
IRS990/NetAssetsOrFundBalancesEOYAmt01717205
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3973
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3973
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt021156
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03653
IRS990/OccupancyGrp/ManagementAndGeneralAmt010960
IRS990/OccupancyGrp/ProgramServicesAmt021919
IRS990/OccupancyGrp/TotalAmt036532
IRS990/OfficeExpensesGrp/FundraisingAmt05411
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02706
IRS990/OfficeExpensesGrp/ProgramServicesAmt018940
IRS990/OfficeExpensesGrp/TotalAmt027057
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRINTING AND POSTAGE
IRS990/OtherExpensesGrp/FundraisingAmt04248
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04248
IRS990/OtherExpensesGrp/ProgramServicesAmt012745
IRS990/OtherExpensesGrp/TotalAmt021241
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019673
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044670
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0221794
IRS990/OtherSalariesAndWagesGrp/TotalAmt0286137
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02321
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04210
IRS990/PayrollTaxesGrp/ProgramServicesAmt017760
IRS990/PayrollTaxesGrp/TotalAmt024291
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01504
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0405
IRS990/PrincipalOfficerNm0GREGORY BURRY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624110
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0360474
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0360474
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0196630
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt037862
IRS990/PYOtherExpensesAmt0211890
IRS990/PYOtherRevenueAmt0-4782
IRS990/PYProgramServiceRevenueAmt0328614
IRS990/PYRevenuesLessExpensesAmt022137
IRS990/PYSalariesCompEmpBnftPaidAmt0324297
IRS990/PYTotalExpensesAmt0536187
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0558324
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0110209
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0360474
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026434
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0264539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0196630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0235813
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0148120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0176352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01021454
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0289336
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt0295787
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt0286975
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt0293597
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0286522
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt01452217
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt077638
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt037862
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019841
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt077970
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt065345
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0278656
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0-3973
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-7107
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0-4742
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-883
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0-5067
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0-21772
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90460
IRS990ScheduleA/PublicSupportPY170Pct00.84180
IRS990ScheduleA/PublicSupportTotal170Amt02470025
IRS990ScheduleA/SubstantialContributorsTotAmt03646
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0553875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0492417
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0522788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0441717
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0462874
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02473671
IRS990ScheduleA/TotalSupportAmt02730555
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt012350
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01498305
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010025
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01607093
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0111113
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt012476
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01379888
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01498305
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0136433
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt05540
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt010678
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01377236
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt012125
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01379888
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01205
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08269
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01402615
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01036
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01377236
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-18146
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07124
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01226112
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt032906
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01402615
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0158971
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt08250
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt055530
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0226987
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0282517
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ESTABLISHED GUIDELINES WHEREBY THE GENERAL PURPOSE OF THE ENDOWMENT FUND IS TO SUPPORT THE ORGANIZATION'S MISSION BY GENERATING A GROWING FLOW OF FUNDS TO HELP MEET THE CURRENT AND FUTURE OPERATING, CAPITAL AND OTHER NEEDS. THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE INVESTMENT MIX AND GROWTH OF THE FUND WITH THE ESTABLISHED INVESTMENT POLICY GUIDELINES. THE FUND SPENDING POLICY GOVERNS THE RATE AT WHICH THE FUNDS ARE RELEASED TO THE OPERATING BUDGET AND IS DETERMINED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt055530
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt031897
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt021094
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010803
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06909
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER MISC

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,765,795
Liabilities
$48,590
Net assets
$1,717,205
Revenue
$698,678
Expenses
$588,469
Net income
$110,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.06$3.12$0.73$0.59$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.04$2.77$1.33$0.51$0.81
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.10$2.58$0.82$0.45$0.37
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.10$1.91$0.63$0.56$0.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.07$1.84$0.68$0.58$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.05$1.72$0.70$0.59$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.04$1.59$0.56$0.54$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.04$1.48$0.54$0.50$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.03$1.47$0.47$0.41$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.03$1.50$0.41$0.33$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.03$1.34$0.58$0.34$0.24
2012Summary only. Only limited summary data is available for this year.$1.08$0.01$1.07$0.33$0.29$0.04
2011Summary only. Only limited summary data is available for this year.$1.08$0.03$1.05$0.56$0.29$0.27