Civic Intelligence

Barry County Community Foundation

990 • Fiscal year 2014 • EIN 38-3246131

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 22, 2014

Organization ProfileWWW.BARRYCF.ORG

View Organization Page

231 South BroadwayHastings, MI 49058

(269) 945-0526

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

21st percentile

0.10x

Higher debt load relative to revenue than 21% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

10th percentile

$87,179

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-34%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$26,368,396

Up $3,561,359 (+16%) from 2013

Net Assets

Up

$26,053,841

Up $3,557,018 (+16%) from 2013

Liabilities

Up

$314,555

Up $4,341 (+1.4%) from 2013

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin91st percentile

Revenue

Down

$3,047,864

Down $1,579,599 (-34%) from 2013

Expenses

Down

$1,550,451

Down $46,493 (-2.9%) from 2013

Net Income

Down

$1,497,413

Down $1,533,106 (-51%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$60M$40M$20M$0Assets 2011: $19,039,577Liabilities 2011: $277,693Net Assets 2011: $18,761,8842011Assets 2012: $18,490,625Liabilities 2012: $310,206Net Assets 2012: $18,180,4192012Assets 2013: $22,807,037Liabilities 2013: $310,214Net Assets 2013: $22,496,8232013Assets 2014: $26,368,396Liabilities 2014: $314,555Net Assets 2014: $26,053,8412014Assets 2015: $26,957,170Liabilities 2015: $307,026Net Assets 2015: $26,650,1442015Assets 2016: $28,497,499Liabilities 2016: $361,577Net Assets 2016: $28,135,9222016Assets 2017: $33,651,648Liabilities 2017: $363,769Net Assets 2017: $33,287,8792017Assets 2018: $35,526,937Liabilities 2018: $320,183Net Assets 2018: $35,206,7542018Assets 2019: $37,524,713Liabilities 2019: $2,894,783Net Assets 2019: $34,629,9302019Assets 2020: $41,744,012Liabilities 2020: $2,138,632Net Assets 2020: $39,605,3802020Assets 2021: $51,220,156Liabilities 2021: $2,202,531Net Assets 2021: $49,017,6252021Assets 2022: $45,859,995Liabilities 2022: $1,665,515Net Assets 2022: $44,194,4802022Assets 2023: $49,050,326Liabilities 2023: $486,122Net Assets 2023: $48,564,2042023Assets 2024: $56,406,726Liabilities 2024: $757,006Net Assets 2024: $55,649,7202024

Highlighted filing

2014

Assets$26,368,396
Liabilities$314,555
Net Assets$26,053,841
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $1,114,6382011Expenses 2012: $1,226,9242012Revenue 2013: $4,627,463Expenses 2013: $1,596,944Net Income 2013: $3,030,5192013Revenue 2014: $3,047,864Expenses 2014: $1,550,451Net Income 2014: $1,497,4132014Revenue 2015: $3,419,233Expenses 2015: $1,832,803Net Income 2015: $1,586,4302015Revenue 2016: $4,717,006Expenses 2016: $2,234,187Net Income 2016: $2,482,8192016Revenue 2017: $5,421,764Expenses 2017: $2,084,449Net Income 2017: $3,337,3152017Revenue 2018: $3,749,744Expenses 2018: $2,487,078Net Income 2018: $1,262,6662018Revenue 2019: $4,285,085Expenses 2019: $2,533,846Net Income 2019: $1,751,2392019Revenue 2020: $8,945,855Expenses 2020: $3,159,739Net Income 2020: $5,786,1162020Revenue 2021: $6,275,612Expenses 2021: $3,197,989Net Income 2021: $3,077,6232021Revenue 2022: $5,893,431Expenses 2022: $3,347,451Net Income 2022: $2,545,9802022Revenue 2023: $3,156,884Expenses 2023: $3,254,168Net Income 2023: -$97,2842023Revenue 2024: $5,301,489Expenses 2024: $3,829,925Net Income 2024: $1,471,5642024

Highlighted filing

2014

Revenue$3,047,864
Expenses$1,550,451
Net Income$1,497,413
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 22, 2014
Return Version
2013v3.0
Gross Receipts
$4,120,548
Mission and Program Overview

Mission

The barry community foundation improves lives by bridging resources and fostering collaboration.

The barry community foundation will serve as a leader, catalyst and resource to improve the lives of people in the barry county area by promoting charitable giving and the creation of permanently endowed funds, now and for future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,832,998$19,372,605▲ $2,539,607
Investments Other Securities$2,680,673$2,836,459▲ $155,786
Cash and Non-Interest-Bearing Accounts$1,772,937$2,563,365▲ $790,428
Investments Program Related$1,350,000$1,350,000→ $0
Savings and Temporary Cash Investments$97,500$150,125▲ $52,625
Pledges and Grants Receivable$63,478$75,373▲ $11,895
Land, Buildings, and Equipment, Net$9,451$18,340▲ $8,889
Total Assets$22,807,037$26,368,396▲ $3,561,359
Other Assets Total-$2,129-
Liabilities
Other Liabilities$194,911$183,730▼ $11,181
Grants Payable$76,000$99,150▲ $23,150
Accounts Payable and Accrued Expenses$39,303$31,675▼ $7,628
Total Liabilities$310,214$314,555▲ $4,341
Net Assets / Fund Balance
Unrestricted Net Assets$22,282,578$25,842,118▲ $3,559,540
Temporarily Rstr Net Assets$148,660$146,138▼ $2,522
Permanently Rstr Net Assets$65,585$65,585→ $0
Total Net Assets Fund Balance$22,496,823$26,053,841▲ $3,557,018
Total Liabilities and Net Assets / Fund Balance$22,807,037$26,368,396▲ $3,561,359

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,340$19,289$37,629
Investment Program Related Org$1,350,000--
Other Securities$2,836,459--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$21,316,322$3,035,452▲ $2,522,941-$25,466,127
2013$16,751,045$4,039,708▲ $1,753,694-$21,316,322
2012$16,524,979$1,463,142▼ $311,426-$16,751,045
2011$14,653,665$1,009,999▲ $2,081,829-$16,524,979
2010$13,279,269$780,210▲ $1,775,644-$14,653,665
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonnie HildrethPresidentPT$79,536$7,643$87,179
Jennifer RichardsVice PresidentFT$53,159$6,885$60,044

Board Members and Trustees

NameTitle
Karen HeathChair
David SolmesVice Chair
Barb CaseTrustee
Carl SchoesselTrustee
Fred JacobsTrustee
Marcia SzumowskiTrustee
Mike McculloughTrustee
Robert PerinoTrustee
Scott MckeownTrustee
Shauna SwantekTrustee
Jennifer HaywoodSecretary
David ColemanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,273,009
Program Service Revenue
$0
Investment Income
$735,498
Other Revenue
$39,357
All Other Contributions
$2,166,621
Change in Net Assets
$1,497,413

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,047,864
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,059,605
Total Revenue per Audited Statements
$5,107,469
Total Revenue per Form 990
$3,047,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$934,438
Other Expenses$330,835
Salaries, Compensation, and Employee Benefits$285,178
Total Fundraising Expense$144,875
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$849,903--$849,903
Current Officers, Directors, Trustees, and Key Employees$80,510$29,984$56,544$167,038
Other Salaries and Wages$38,489$39,753$19,290$97,532
Grants to Domestic Individuals$84,535--$84,535
Fees for Services Other-$52,622-$52,622
Advertising$1,990$2,292$20,209$24,491
Payroll Taxes$7,613$7,864$3,816$19,293
Occupancy$7,902$4,205$4,708$16,815
All Other Expenses-$9,205$6,903$16,108
Office Expenses$4,395$8,397$2,618$15,410
Travel-$4,898$8,603$13,501
Other Expenses$8,188$735$1,525$9,713
Conferences and Meetings-$8,978-$8,978
Insurance-$3,713-$3,713
Depreciation Depletion-$1,824-$1,824
Pension Plan Contributions$519$536$260$1,315
Total Functional Expenses$1,196,542$209,034$144,875$1,550,451

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,550,451
Total Expenses per Audited Statements$1,550,451
Total Expenses per Form 990$1,550,451
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
38-3643202-501(c)(3)Annual Available Distribution.$315,104
38-6062803-501(c)(3)Administrative and Program Grants$145,737
38-1358059-501(c)(3)Annual Distribution and Program Support$75,770
38-0633630-501(c)(3)Bcf 3-yr Priority$31,598
38-6154163-501(c)(3)Program Support$30,000
38-2744924-501(c)(3)Annual Available Distribution.$28,791
38-2748322-501(c)(3)Start-up Assistance and Program Support$26,141
38-2596449-501(c)(3)Scholarships$22,709
20-8232602-501(c)(3)Food, Clothing Bank, and Baby Pantry$15,042
38-6000489-115Various Classroom Supplies/technology$14,622
38-2612429-115Annual Available Distribution$14,484
38-1983211-501(c)(3)To Help With the Cost of a New Roof and Furnace at the School$10,000
38-1720832-501(c)(3)To Support Bbbs Programs Being Run Through Area Schools$6,771
38-1717620-115Transportation for the Gilmore Garage Works Program$5,000
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
Annuity Obligations$183,730
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 11

“The board reviews the 990 prior to filing along with the finance director and president/ceo. A copy is filed in the office for public inspection which is noted on our website and in our minutes.”

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

“The conflict of interest disclosure is completed annually by all committee members, board members, and staff. The executive committee receives the disclosures and notes any conflicts. The committee reminds all board members to disclose any reported conflict of interest if it arises during any session of the organization and is addressed as it arises. The chair of the board enforces the conflict of interest policy. If a conflict arises, the board member is required to abstain from voting and, if others are uncomfortable for the board member to be present for related discussions, the board member is asked to leave the room.”

Form 990, Part VI, Section B, Line 15

“Comparability data from the council of michigan foundations, michigan nonprofit association, and the council on foundations is presented to the personnel committee regarding compensation and responsibilities. The board approves all salary recommendations along with the budget in may/june of each year. The most recent year this process was undertaken was 2014.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available through our annual reports.”

Filing and Contact Details

Filer

EIN
38-3246131
Phone
2699450526

Signing Officer

Name
Bonnie S Hildreth
Title
President/CEO
Phone
2699450526
Signed
2014-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonnie S Hildreth
Formed
1995
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
10
Volunteers
15

Preparer

Preparer
Vicki L Vandenberg CPA
Phone
2695674500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in split interest agreements -20,978. Change in beneficial interest in remainder trust 11,895.”

FORM 990, PART XII, LINE 2C:

“There has been no change in process from prior year.”

Financial Statement Notes

PART V, LINE 4:

“The funds are intended to support the barry community foundation.”

PART X, LINE 2:

“Barry community foundation and bcec are exempt from federal income taxes under section 501(c)(3) of the united states internal revenue code. Accordingly, they are exempt from income and excise taxes that apply to certain nonprofit organizations. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the foundation and recognize a tax liability if they have 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 foundation and have concluded that as of june 30, 2014 and 2013, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements. The foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to june 30, 2011.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in split interest agreements -20,978. Change in beneficial interest in remainder trust 11,895.”

Raw XML AppendixShowing 400 of 734 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/ActivityOrMissionDesc0THE BARRY COMMUNITY FOUNDATION WILL SERVE AS A LEADER, CATALYST AND RESOURCE TO IMPROVE THE LIVES OF PEOPLE IN THE BARRY COUNTY AREA BY PROMOTING CHARITABLE GIVING AND THE CREATION OF PERMANENTLY ENDOWED FUNDS, NOW AND FOR FUTURE GENERATIONS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE BARRY COMMUNITY FOUNDATION WILL SERVE AS A LEADER, CATALYST AND RESOURCE TO IMPROVE THE LIVES OF PEOPLE IN THE BARRY COUNTY AREA BY PROMOTING CHARITABLE GIVING AND THE CREATION OF PERMANENTLY ENDOWED FUNDS, NOW AND FOR FUTURE GENERATIONS.
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IRS990/NoncashContributionsAmt08679
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IRS990/OccupancyGrp/ManagementAndGeneralAmt04205
IRS990/OccupancyGrp/ProgramServicesAmt07902
IRS990/OccupancyGrp/TotalAmt016815
IRS990/OfficeExpensesGrp/FundraisingAmt02618
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08397
IRS990/OfficeExpensesGrp/ProgramServicesAmt04395
IRS990/OfficeExpensesGrp/TotalAmt015410
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc2MEMBERSHIPS/SUBSCRIPTIO
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IRS990/OtherExpensesGrp/FundraisingAmt1783
IRS990/OtherExpensesGrp/FundraisingAmt210890
IRS990/OtherExpensesGrp/FundraisingAmt31525
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt034028
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1735
IRS990/OtherExpensesGrp/ProgramServicesAmt099480
IRS990/OtherExpensesGrp/ProgramServicesAmt113018
IRS990/OtherExpensesGrp/ProgramServicesAmt28188
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IRS990/OtherExpensesGrp/TotalAmt114536
IRS990/OtherExpensesGrp/TotalAmt210890
IRS990/OtherExpensesGrp/TotalAmt39713
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019290
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt039753
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PayrollTaxesGrp/ProgramServicesAmt07613
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IRS990/PensionPlanContributionsGrp/FundraisingAmt0260
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0536
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0519
IRS990/PensionPlanContributionsGrp/TotalAmt01315
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt075373
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BONNIE S HILDRETH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03933780
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0891842
IRS990/PYInvestmentIncomeAmt0652853
IRS990/PYOtherExpensesAmt0463769
IRS990/PYOtherRevenueAmt040830
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03030519
IRS990/PYSalariesCompEmpBnftPaidAmt0241333
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IRS990/PYTotalRevenueAmt04627463
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0150125
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01020621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0920771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0882136
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,368,396
Liabilities
$314,555
Net assets
$26,053,841
Revenue
$3,047,864
Expenses
$1,550,451
Net income
$1,497,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.4$0.76$55.6$5.30$3.83$1.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.1$0.49$48.6$3.16$3.25$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.9$1.67$44.2$5.89$3.35$2.55
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.2$2.20$49.0$6.28$3.20$3.08
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$41.7$2.14$39.6$8.95$3.16$5.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.5$2.89$34.6$4.29$2.53$1.75
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.5$0.32$35.2$3.75$2.49$1.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.36$33.3$5.42$2.08$3.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$0.36$28.1$4.72$2.23$2.48
2015Detailed filing. Detailed filing data is available for this year.$27.0$0.31$26.7$3.42$1.83$1.59
2014Detailed filing. Detailed filing data is available for this year.$26.4$0.31$26.1$3.05$1.55$1.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.8$0.31$22.5$4.63$1.60$3.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$0.31$18.2$1.23
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.28$18.8$1.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $25M-$50M nonprofits