Civic Intelligence

Rotary Club of Milwaukee

990 • Fiscal year 2018 • EIN 39-0579290

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 10, 2018

750 N Lincoln Memorial Drive No 320Milwaukee, WI 53202

(414) 276-4425

Siviq Scores

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

Liabilities / Assets

87th percentile

0.56x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.61x

Higher debt load relative to revenue than 80% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Net Margin

37th percentile

0.5%

Higher net margin than 37% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$118,396

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 23.7% of source-year revenue.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Asset Growth

56th percentile

2.6%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-1.6%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$543,622

Up $13,531 (+2.6%) from 2017

Net Assets

Up

$238,246

Up $2,310 (+1.0%) from 2017

Liabilities

Up

$305,376

Up $11,221 (+3.8%) from 2017

Revenue

Down

$499,463

Down $8,285 (-1.6%) from 2017

Expenses

Down

$497,152

Down $288 (-0.1%) from 2017

Net Income

Down

$2,311

Down $7,997 (-78%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $484,506Liabilities 2011: $253,989Net Assets 2011: $230,5172011Assets 2012: $529,063Liabilities 2012: $298,663Net Assets 2012: $230,4002012Assets 2013: $484,058Liabilities 2013: $261,433Net Assets 2013: $222,6252013Assets 2014: $517,152Liabilities 2014: $282,803Net Assets 2014: $234,3492014Assets 2015: $589,482Liabilities 2015: $351,571Net Assets 2015: $237,9112015Assets 2016: $550,971Liabilities 2016: $306,516Net Assets 2016: $244,4552016Assets 2017: $530,091Liabilities 2017: $294,155Net Assets 2017: $235,9362017Assets 2018: $543,622Liabilities 2018: $305,376Net Assets 2018: $238,2462018Assets 2019: $539,485Liabilities 2019: $307,764Net Assets 2019: $231,7212019Assets 2020: $508,111Liabilities 2020: $267,716Net Assets 2020: $240,3952020Assets 2021: $495,490Liabilities 2021: $253,755Net Assets 2021: $241,7352021Assets 2022: $540,892Liabilities 2022: $298,244Net Assets 2022: $242,6482022Assets 2023: $546,952Liabilities 2023: $304,834Net Assets 2023: $242,1182023Assets 2025: $582,266Liabilities 2025: $343,505Net Assets 2025: $238,7612025

Highlighted filing

2018

Assets$543,622
Liabilities$305,376
Net Assets$238,246

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $453,8022011Expenses 2012: $460,1572012Revenue 2013: $567,380Expenses 2013: $575,155Net Income 2013: -$7,7752013Revenue 2014: $526,106Expenses 2014: $514,382Net Income 2014: $11,7242014Revenue 2015: $521,913Expenses 2015: $518,351Net Income 2015: $3,5622015Revenue 2016: $640,572Expenses 2016: $634,028Net Income 2016: $6,5442016Revenue 2017: $507,748Expenses 2017: $497,440Net Income 2017: $10,3082017Revenue 2018: $499,463Expenses 2018: $497,152Net Income 2018: $2,3112018Revenue 2019: $530,870Expenses 2019: $537,395Net Income 2019: -$6,5252019Revenue 2020: $516,899Expenses 2020: $508,225Net Income 2020: $8,6742020Revenue 2021: $368,638Expenses 2021: $367,298Net Income 2021: $1,3402021Revenue 2022: $437,082Expenses 2022: $436,169Net Income 2022: $9132022Revenue 2023: $545,449Expenses 2023: $545,979Net Income 2023: -$5302023Revenue 2025: $591,881Expenses 2025: $598,517Net Income 2025: -$6,6362025

Highlighted filing

2018

Revenue$499,463
Expenses$497,152
Net Income$2,311
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 10, 2018
Return Version
2017v2.3
Gross Receipts
$499,463
Mission and Program Overview

Mission

Provide services to social and civic organizations to promote social and civic involvement

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$328,403$281,031▼ $47,372
Accounts Receivable$178,014$186,425▲ $8,411
Cash and Non-Interest-Bearing Accounts$21,316$48,644▲ $27,328
Land, Buildings, and Equipment, Net$2,358$27,522▲ $25,164
Total Assets$530,091$543,622▲ $13,531
Liabilities
Deferred Revenue$231,062$246,672▲ $15,610
Accounts Payable and Accrued Expenses$63,093$58,704▼ $4,389
Total Liabilities$294,155$305,376▲ $11,221
Net Assets / Fund Balance
Unrestricted Net Assets$235,936$238,246▲ $2,310
Total Net Assets Fund Balance$235,936$238,246▲ $2,310
Total Liabilities and Net Assets / Fund Balance$530,091$543,622▲ $13,531

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,522$71,750$99,272

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,221,921$261,818▲ $193,900$75,729$3,441,115
2016$3,235,491$286,082▲ $325,377$17,763$3,221,921
2015$3,517,206$148,508▼ $18,747$6,570$3,235,491
2014$3,574,022$295,211▲ $35,492$35,923$3,517,206
2013$3,047,407$352,970▲ $424,238$31,732$3,574,022
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary MccormickSecretary/executive DirectFT$107,902$10,494$118,396

Board Members and Trustees

NameTitle
Nancy SennettImmediate Past President
Joanne AntonPresident
Ed KrishokPresident-elect
Barbara VelezBoard Member
Darren MillerBoard Member
Doug MacneilBoard Member
Eric IsbisterBoard Member
Jamie ReeveBoard Member
Jeff TredoBoard Member
Jessica DeanBoard Member
Joe KreslBoard Member
Leslie HauserBoard Member
Michael KellmanBoard Member
Pam EvasonBoard Member
Paul MathewsBoard Member
Paula PenebakerBoard Member
Steve ChevalierBoard Member
Theresa ReaganBoard Member
Todd BentleyRcm Community Trust Truste
Scott HaagSergeant-at-arms
William ColemanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$487,273
Investment Income
$2,066
Other Revenue
$10,124
Change in Net Assets
$2,311

Audited Revenue Reconciliation

Revenue per Audited Statements
$499,463
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$857,428
Total Revenue per Audited Statements
$1,356,891
Total Revenue per Form 990
$499,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$294,824
Salaries, Compensation, and Employee Benefits$202,328
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$120,511$10,494-$131,005
Other Salaries and Wages$47,650--$47,650
Other Expenses$43,432--$43,432
All Other Expenses$30,280$5,981-$36,261
Office Expenses$5,966$16,060-$22,026
Payroll Taxes$11,745--$11,745
Occupancy-$11,254-$11,254
Fees for Services Accounting$7,214$1,804-$9,018
Conferences and Meetings$8,845--$8,845
Other Employee Benefits$8,322--$8,322
Depreciation Depletion-$5,816-$5,816
Pension Plan Contributions$3,606--$3,606
Insurance$1,278--$1,278
Fees for Services Other-$849-$849
Total Functional Expenses$444,894$52,258$0$497,152

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$863,956
Expenses per Audited Statements$497,152
Total Expenses per Form 990$497,152
Expenses Not Reported on Form 990$366,804
Expenses Not Reported on Financial Statements$0
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

Members of the club meet annually for the purpose of electing a board of directors. All members votes count equally. Individuals may elect a member of the club at any time by a majority vote of the board of directors.

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

Members of the club meet annually for the purpose of electing a board of directors. All members votes count equally. Individuals may elect a member of the club at any time by a majority vote of the board of directors.

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

Members of the club meet annually for the purpose of electing a board of directors. All members votes count equally. Individuals may elect a member of the club at any time by a majority vote of the board of directors.

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

The organization has provided the 990 to the board in advance of the 990 filing. The board carefully reviews and approves the audit and 990 in advance of the 990 filing.

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

Each member has a duty to disclose a conflict during board meetings.

Form 990, Part VI, Section B, Line 15

The personnel committee collects data for the executive directors of large clubs across the united states as part of the annual review process. The personnel committee makes a salary compensation recommendation to the board. The board sets compensation.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements are available to members via the organizations' website.

Filing and Contact Details

Filer

Filer Name
Rotary Club of Milwaukee
EIN
39-0579290
Phone
4142764425
Address
750 N LINCOLN MEMORIAL DRIVE NO 320, MILWAUKEE, WI 53202

Signing Officer

Name
Mary Mccormick
Title
Executive Director
Phone
4142764425
Signed
2018-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Mccormick
Formed
1913
Legal Domicile
Wi
Voting Board Members
22
Independent Board Members
21
Employees
2
Volunteers
375

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR ROAD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Joshua Bierbach
Phone
4142717800
Supplemental Narrative

Additional Explanations

990 Part XXI Line 2C

The oversight process for the audit has not changed.

Financial Statement Notes

PART V, LINE 4:

The intended use of the organization's endowment funds is to fund the organization's program services.

PART X, LINE 2:

The club is exempt from income taxes under the internal revenue code section 501(c) (4) and the related wisconsin code sections. The club has implemented accounting for uncertainty in income taxes in accordance with accounting principles generally accepted in the united states of america. This standard prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return and also provides guidance on various related matters such as derecognizing, interest, penalties and disclosures required. The club recognizes interest and penalties, if any, related to unrecognized tax liabilities in income tax expense.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Revenues reported on separate 990's

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Expenses reported on separate 990's

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/EXECUTIVE DIRECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SERGEANT-AT-ARMS
IRS990/Form990PartVIISectionAGrp/TitleTxt5IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6RCM COMMUNITY TRUST TRUSTE
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01913
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0499463
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01278
IRS990/InsuranceGrp/TotalAmt01278
IRS990/InvestmentIncomeGrp/ExclusionAmt02066
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02066
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt071750
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02358
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027522
IRS990/LandBldgEquipCostOrOtherBssAmt099272
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE SERVICES TO SOCIAL AND CIVIC ORGANIZATIONS TO PROMOTE SOCIAL AND CIVIC INVOLVEMENT
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0235936
IRS990/NetAssetsOrFundBalancesEOYAmt0238246
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt011254
IRS990/OccupancyGrp/TotalAmt011254
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016060
IRS990/OfficeExpensesGrp/ProgramServicesAmt05966
IRS990/OfficeExpensesGrp/TotalAmt022026
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08322
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08322
IRS990/OtherExpensesGrp/Desc0DIRECT SERVICE TO ROTAR
IRS990/OtherExpensesGrp/Desc1DISTRICT AND ROTARY INT
IRS990/OtherExpensesGrp/ProgramServicesAmt0156045
IRS990/OtherExpensesGrp/ProgramServicesAmt143432
IRS990/OtherExpensesGrp/TotalAmt0156045
IRS990/OtherExpensesGrp/TotalAmt143432
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt010124
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010124
IRS990/OtherRevenueTotalAmt010124
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt047650
IRS990/OtherSalariesAndWagesGrp/TotalAmt047650
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt011745
IRS990/PayrollTaxesGrp/TotalAmt011745
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03606
IRS990/PensionPlanContributionsGrp/TotalAmt03606
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARY MCCORMICK
IRS990/PriorPeriodAdjustmentsAmt0-1
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1LUNCHEON AND BREAKFAST
IRS990/ProgramServiceRevenueGrp/Desc2WEBSITE REVENUE
IRS990/ProgramServiceRevenueGrp/ExclusionAmt08900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0464113
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0464113
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28900
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010151
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02576
IRS990/PYOtherExpensesAmt0303071
IRS990/PYOtherRevenueAmt010878
IRS990/PYProgramServiceRevenueAmt0484143
IRS990/PYRevenuesLessExpensesAmt010308
IRS990/PYSalariesCompEmpBnftPaidAmt0194369
IRS990/PYTotalExpensesAmt0497440
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0507748
IRS990/ReconcilationRevenueExpnssAmt02311
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0478373
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0328403
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0281031
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt025774
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03221921
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0261818
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03441115
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0135021
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0193900
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt075729
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt022798
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03235491
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0286082
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03221921
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0584468
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0325377
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt017763
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt029582
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03517206
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0148508
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03235491
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0375324
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-18747
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt06570
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt024964
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03574022
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0295211
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03517206
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0326632
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035492
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt035923
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt022968
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03047407
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0352970
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03574022
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0195894
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0424238
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt031732
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$3.44$2.39$5.92$5.99$0.07
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.$5.47$3.05$2.42$5.45$5.46$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.41$2.98$2.43$4.37$4.36$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$2.54$2.42$3.69$3.67$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$2.68$2.40$5.17$5.08$0.09
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.39$3.08$2.32$5.31$5.37$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.44$3.05$2.38$4.99$4.97$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.30$2.94$2.36$5.08$4.97$0.10
2016Detailed filing. Detailed filing data is available for this year.$5.51$3.07$2.44$6.41$6.34$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$3.52$2.38$5.22$5.18$0.04
2014Detailed filing. Detailed filing data is available for this year.$5.17$2.83$2.34$5.26$5.14$0.12
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.84$2.61$2.23$5.67$5.75$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$2.99$2.30$4.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$2.54$2.31$4.54
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • $500k-$1M nonprofits