Civic Intelligence

Hospice of the Eastern Upper Peninsula

990 • Fiscal year 2020 • EIN 38-2472423

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

Organization ProfileWWW.HOSPICEOFTHEEUP.COM
308 W 12th AvenueSault Ste Marie, MI 49783

(906) 253-3151

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

64th percentile

13%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$70,790

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

48th percentile

4.9%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-4.6%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,562,994

Up $72,791 (+4.9%) from 2019

Net Assets

Up

$1,547,808

Up $72,684 (+4.9%) from 2019

Liabilities

Up

$15,186

Up $107 (+0.7%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin64th percentile

Revenue

Down

$467,212

Down $22,546 (-4.6%) from 2019

Expenses

Up

$407,449

Up $5,466 (+1.4%) from 2019

Net Income

Down

$59,763

Down $28,012 (-32%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $237,049Liabilities 2010: $3,389Net Assets 2010: $233,6602010Assets 2011: $404,662Liabilities 2011: $4,627Net Assets 2011: $400,0352011Assets 2012: $1,218,589Liabilities 2012: $470,917Net Assets 2012: $747,6722012Assets 2013: $1,248,187Liabilities 2013: $248,964Net Assets 2013: $999,2232013Assets 2014: $1,171,900Liabilities 2014: $18,100Net Assets 2014: $1,153,8002014Assets 2015: $1,218,817Liabilities 2015: $23,033Net Assets 2015: $1,195,7842015Assets 2016: $1,226,607Liabilities 2016: $12,217Net Assets 2016: $1,214,3902016Assets 2017: $1,273,501Liabilities 2017: $12,108Net Assets 2017: $1,261,3932017Assets 2018: $1,387,034Liabilities 2018: $13,387Net Assets 2018: $1,373,6472018Assets 2019: $1,490,203Liabilities 2019: $15,079Net Assets 2019: $1,475,1242019Assets 2020: $1,562,994Liabilities 2020: $15,186Net Assets 2020: $1,547,8082020Assets 2021: $1,674,784Liabilities 2021: $24,041Net Assets 2021: $1,650,7432021Assets 2022: $1,525,721Liabilities 2022: $21,508Net Assets 2022: $1,504,2132022Assets 2023: $1,684,870Liabilities 2023: $136,102Net Assets 2023: $1,548,7682023Assets 2024: $1,714,702Liabilities 2024: $106,888Net Assets 2024: $1,607,8142024

Highlighted filing

2020

Assets$1,562,994
Liabilities$15,186
Net Assets$1,547,808
Open 2020 Filing

Operations Trend

Revenue Growth40th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $168,3052010Expenses 2011: $127,8712011Expenses 2012: $193,7142012Revenue 2013: $555,384Expenses 2013: $315,770Net Income 2013: $239,6142013Revenue 2014: $433,071Expenses 2014: $283,998Net Income 2014: $149,0732014Revenue 2015: $332,832Expenses 2015: $287,612Net Income 2015: $45,2202015Revenue 2016: $325,732Expenses 2016: $310,828Net Income 2016: $14,9042016Revenue 2017: $320,481Expenses 2017: $292,172Net Income 2017: $28,3092017Revenue 2018: $423,095Expenses 2018: $329,235Net Income 2018: $93,8602018Revenue 2019: $489,758Expenses 2019: $401,983Net Income 2019: $87,7752019Revenue 2020: $467,212Expenses 2020: $407,449Net Income 2020: $59,7632020Revenue 2021: $411,424Expenses 2021: $410,851Net Income 2021: $5732021Revenue 2022: $432,355Expenses 2022: $454,998Net Income 2022: -$22,6432022Revenue 2023: $178,326Expenses 2023: $122,445Net Income 2023: $55,8812023Revenue 2024: $458,633Expenses 2024: $453,206Net Income 2024: $5,4272024

Highlighted filing

2020

Revenue$467,212
Expenses$407,449
Net Income$59,763
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 30, 2021
Return Version
2019v5.0
Gross Receipts
$491,693
Mission and Program Overview

Mission

To serve residents of chippewa and mackinac counties by providing service and support for the terminally and chronically ill and members of their family. Hospice provides patient care, transportation, errand running, bereavement support and education services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$934,484$902,632▼ $31,852
Investments in Publicly Traded Securities$379,468$505,275▲ $125,807
Cash and Non-Interest-Bearing Accounts$75,751$89,083▲ $13,332
Savings and Temporary Cash Investments$24,910$28,195▲ $3,285
Inventories for Sale or Use$23,505$24,650▲ $1,145
Pledges and Grants Receivable$41,816$4,890▼ $36,926
Prepaid Expenses and Deferred Charges$4,086$2,564▼ $1,522
Total Assets$1,490,203$1,562,994▲ $72,791
Other Assets Total$6,183$5,705▼ $478
Liabilities
Accounts Payable and Accrued Expenses$15,079$15,186▲ $107
Total Liabilities$15,079$15,186▲ $107
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,435,040$1,530,908▲ $95,868
Net Assets With Donor Restrictions$40,084$16,900▼ $23,184
Total Net Assets Fund Balance$1,475,124$1,547,808▲ $72,684
Total Liabilities and Net Assets / Fund Balance$1,490,203$1,562,994▲ $72,791

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$889,123$287,355$1,176,478
Land$13,509-$13,509

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$12,267-▼ $503-$11,503
2018$12,719$100▲ $198-$12,267
2017$13,369-▲ $1,024-$12,719
2016$12,673-▲ $1,702-$13,369
2015$12,542-▲ $1,137-$12,673
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tracey HoltExec DirectoFT$70,790$70,790

Board Members and Trustees

NameTitle
Hilary GaleyPresident
Father Mike ChenierBoard Member
Nancy MillerBoard Member
Pete ScornaienckiBoard Member
Sharon DorrityBoard Member
Stacey SwansonBoard Member
Sue TetzlaffBoard Member
Abby ChristensenSecretary
Lynda EllisTreasurer
Bill McleodVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$348,878
Program Service Revenue
$0
Investment Income
$163
Other Revenue
$118,171
All Other Contributions
$348,878
Change in Net Assets
$59,763

Audited Revenue Reconciliation

Revenue per Audited Statements
$467,212
Revenue Not Reported on Form 990
$49,926
Total Revenue per Audited Statements
$517,138
Total Revenue per Form 990
$467,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$240,986
Other Expenses$166,463
Total Fundraising Expense$29,835
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$115,870$8,546$21,268$145,684
Current Officers, Directors, Trustees, and Key Employees$60,758$15,190-$75,948
Occupancy$42,031$2,212-$44,243
Depreciation Depletion$33,216$1,748-$34,964
Payroll Taxes$13,552$1,816$1,627$16,995
Insurance$11,004$1,110$214$12,328
Office Expenses$5,691$3,230$1,687$10,608
Fees for Services Accounting-$8,095-$8,095
All Other Expenses$5,515$1,802-$7,317
Other Expenses$12,920-$4,813$4,813
Travel$2,905--$2,905
Other Employee Benefits$1,880$253$226$2,359
Total Functional Expenses$333,612$44,002$29,835$407,449

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$444,454
Expenses per Audited Statements$407,449
Total Expenses per Form 990$407,449
Expenses Not Reported on Form 990$37,005
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$126,713
Fundraising Direct Expenses$24,481
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dancing With Th$76,915$76,915-$76,915
Madrigal Dinner$42,278$42,278-$42,278
Total Events$126,713$126,713$24,481$102,232
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
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“Eligibility for membership, under the categories of board member, volunteer, or corporate member, shall be approved by a majority vote of the board.”

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

“Board of directors review the 990 prior to filing.”

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

“All board members and committee members sign a conflict of interest policy upon joining the board and/or committee.”

Form 990, Page 6, Part VI, Line 15A

“Annual performance review is done and increase in wages are determined by comparison to other united way agency salaries and the local health department pay scale.”

Form 990, Page 6, Part VI, Line 15B

“Annual performance review is done and increase in wages are determined by comparison to other united way agency salaries and the local health department pay scale.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public upon request of the organization.”

Filing and Contact Details

Filer

Filer Name
Hospice of the Eastern Upper
EIN
38-2472423
Phone
9062533151
Address
308 W 12TH AVENUE, SAULT STE MARIE, MI 49783

Signing Officer

Name
Tracey Holt
Title
Exec Director
Phone
9062533151
Signed
2021-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracey Holt
Formed
1983
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
Employees
19
Volunteers
150

Preparer

Firm
Andersontackman & Company Plc
Address
16978 S RILEY AVE, KINCHELOE, MI 49788
Preparer
Amber Mack CPA
Phone
9064955952
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To serve residents of chippewa and mackinac counties by providing service and support for the terminally and chronically ill and members of their family. Hospice provides patient care, transportation, errand running, bereavement support and education services.”

Form 990, Part XI, Line 9

“Fundraising expenses net on return 24,481 fundraising expenses net on return -24,481 book / tax depreciation difference -2,631 total -2,631”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Fundraising expenses net on return 24,481”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising expenses net on return 24,481 book / tax depreciation difference 2,631”

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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0102232
IRS990/NetUnrlzdGainsLossesInvstAmt015552
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01435040
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IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02212
IRS990/OccupancyGrp/ProgramServicesAmt042031
IRS990/OccupancyGrp/TotalAmt044243
IRS990/OfficeExpensesGrp/FundraisingAmt01687
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03230
IRS990/OfficeExpensesGrp/ProgramServicesAmt05691
IRS990/OfficeExpensesGrp/TotalAmt010608
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt05705
IRS990/OtherChangesInNetAssetsAmt0-2631
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0226
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0253
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01880
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02359
IRS990/OtherExpensesGrp/Desc0RENT
IRS990/OtherExpensesGrp/Desc1PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc2PATIENT SERVICES
IRS990/OtherExpensesGrp/Desc3MISC FUNDRAISING SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt04813
IRS990/OtherExpensesGrp/ProgramServicesAmt014400
IRS990/OtherExpensesGrp/ProgramServicesAmt113870
IRS990/OtherExpensesGrp/ProgramServicesAmt212920
IRS990/OtherExpensesGrp/TotalAmt014400
IRS990/OtherExpensesGrp/TotalAmt113870
IRS990/OtherExpensesGrp/TotalAmt212920
IRS990/OtherExpensesGrp/TotalAmt34813
IRS990/OtherRevenueMiscGrp/Desc0MISC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015939
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015939
IRS990/OtherRevenueTotalAmt015939
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt021268
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08546
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0115870
IRS990/OtherSalariesAndWagesGrp/TotalAmt0145684
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01627
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01816
IRS990/PayrollTaxesGrp/ProgramServicesAmt013552
IRS990/PayrollTaxesGrp/TotalAmt016995
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt041816
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04890
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04086
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02564
IRS990/PrincipalOfficerNm0TRACEY HOLT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0BEREAVEMENT - VOLUNTEERS PROVIDED GROUP SESSIONS TO INDIVIDUALS IN CHIPPEWA AND MACKINAC COUNTY AS WELL AS MONTHLY BEREAVEMENT MAILINGS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09544
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY EDUCATION - VOLUNTEERS ASSIST WITH PROVIDING EDUCATIONAL OPPORTUNITES ON END-OF-LIFE CARE AND SERVICES WITHIN THE COMMUNITY. PROFESSIONAL VOLUNTEERS ALSO PROVIDE ADDITIONAL TRAINING FOR VOLUNTEERS AND STAFF.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09446
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0336332
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0136
IRS990/PYOtherExpensesAmt0178636
IRS990/PYOtherRevenueAmt0153290
IRS990/PYRevenuesLessExpensesAmt087775
IRS990/PYSalariesCompEmpBnftPaidAmt0223347
IRS990/PYTotalExpensesAmt0401983
IRS990/PYTotalRevenueAmt0489758
IRS990/ReconcilationRevenueExpnssAmt059763
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt024910
IRS990/SavingsAndTempCashInvstGrp/EOYAmt028195
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt026,343
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0348878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0336332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0298867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0274894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0256352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01515323
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0189
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02655
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03207
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0471620
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt015939
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt06573
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03039
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0157
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0635
IRS990ScheduleA/OtherIncome170Grp/TotalAmt026343
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98090
IRS990ScheduleA/PublicSupportPY170Pct00.99010
IRS990ScheduleA/PublicSupportTotal170Amt01515323
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0348878
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0336332
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0298867
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0274894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0256352
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01515323
IRS990ScheduleA/TotalSupportAmt01544873
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/CYEndwmtFundGrp/AdministrativeExpensesAmt0-261
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012267
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt011503
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-503
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-363
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt012719
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt012267
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-376
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0198
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-367
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt013369
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt012719
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-1306
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01024
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-353
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt012673
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt013369
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-653
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01702
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-356
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt012542
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt012673
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-650
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01137
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt09893
IRS990ScheduleD/DonatedServicesUseFcltsAmt09893
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/ExpensesNotReportedAmt037005
IRS990ScheduleD/ExpensesSubtotalAmt0407449
IRS990ScheduleD/LandGrp/BookValueAmt013509
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt013509
IRS990ScheduleD/NetUnrealizedGainsInvstAmt015552
IRS990ScheduleD/OtherExpensesIncludedAmt027112
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0889123
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0287355
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01176478
IRS990ScheduleD/OtherRevenueAmt024481
IRS990ScheduleD/RevenueNotReportedAmt049926
IRS990ScheduleD/RevenueSubtotalAmt0467212
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES NET ON RETURN 24,481
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES NET ON RETURN 24,481 BOOK / TAX DEPRECIATION DIFFERENCE 2,631
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0902632
IRS990ScheduleD/TotalExpensesPerForm990Amt0407449
IRS990ScheduleD/TotalRevenuePerForm990Amt0467212
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0517138
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0444454
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024481
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DANCING WITH TH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MADRIGAL DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09761
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt013140
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt022901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt076915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt042278
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0126713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt076915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt042278
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0126713
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0102232
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt01580
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01580
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0PRESIDENT SOO CO-OP CREDIT UNION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1FINANCIAL ADVISOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CREDIT UNION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1FINANCIAL ADVIS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,562,994
Liabilities
$15,186
Net assets
$1,547,808
Revenue
$467,212
Expenses
$407,449
Net income
$59,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.71$0.11$1.61$0.46$0.45$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.14$1.55$0.18$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.02$1.50$0.43$0.45$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.02$1.65$0.41$0.41$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.02$1.55$0.47$0.41$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.02$1.48$0.49$0.40$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.37$0.42$0.33$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.26$0.32$0.29$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.01$1.21$0.33$0.31$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.02$1.20$0.33$0.29$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.02$1.15$0.43$0.28$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.25$1.00$0.56$0.32$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.47$0.75$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.23$0.17