Civic Intelligence

STEM Forward Inc.

990 • Fiscal year 2023 • EIN 39-0854863

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 15, 2024

Organization ProfileSTEMFORWARD.ORG

View Organization Page

1025 N BroadwayMilwaukee, WI 53202

(414) 810-7836

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$492,082

Up $56,125 (+13%) from 2022

Net Assets

Up

$446,767

Up $51,554 (+13%) from 2022

Liabilities

Up

$45,315

Up $4,571 (+11%) from 2022

Revenue And Expenses

Revenue

Down

$299,740

Down $19,869 (-6.2%) from 2022

Expenses

Up

$292,774

Up $25,606 (+9.6%) from 2022

Net Income

Down

$6,966

Down $45,475 (-87%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $100,336Liabilities 2011: $24,274Net Assets 2011: $76,0622011Assets 2012: $38,158Liabilities 2012: $28,576Net Assets 2012: $9,5822012Assets 2013: $56,303Liabilities 2013: $34,270Net Assets 2013: $22,0332013Assets 2014: $120,129Liabilities 2014: $43,760Net Assets 2014: $76,3692014Assets 2015: $143,477Liabilities 2015: $35,156Net Assets 2015: $108,3212015Assets 2016: $182,943Liabilities 2016: $64,505Net Assets 2016: $118,4382016Assets 2017: $210,814Liabilities 2017: $63,972Net Assets 2017: $146,8422017Assets 2018: $257,317Liabilities 2018: $71,350Net Assets 2018: $185,9672018Assets 2019: $336,826Liabilities 2019: $91,032Net Assets 2019: $245,7942019Assets 2020: $367,349Liabilities 2020: $41,039Net Assets 2020: $326,3102020Assets 2021: $398,657Liabilities 2021: $45,198Net Assets 2021: $353,4592021Assets 2022: $435,957Liabilities 2022: $40,744Net Assets 2022: $395,2132022Assets 2023: $492,082Liabilities 2023: $45,315Net Assets 2023: $446,7672023Assets 2024: $548,010Liabilities 2024: $53,884Net Assets 2024: $494,1262024Assets 2025: $584,145Liabilities 2025: $57,971Net Assets 2025: $526,1742025

Highlighted filing

2023

Assets$492,082
Liabilities$45,315
Net Assets$446,767
Open 2023 Filing

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $238,520Expenses 2011: $322,901Net Income 2011: -$84,3812011Revenue 2012: $276,182Expenses 2012: $342,662Net Income 2012: -$66,4802012Revenue 2013: $278,714Expenses 2013: $266,263Net Income 2013: $12,4512013Revenue 2014: $361,606Expenses 2014: $307,270Net Income 2014: $54,3362014Revenue 2015: $300,851Expenses 2015: $268,899Net Income 2015: $31,9522015Revenue 2016: $288,884Expenses 2016: $278,767Net Income 2016: $10,1172016Revenue 2017: $301,058Expenses 2017: $272,654Net Income 2017: $28,4042017Revenue 2018: $305,003Expenses 2018: $265,878Net Income 2018: $39,1252018Revenue 2019: $334,358Expenses 2019: $274,531Net Income 2019: $59,8272019Revenue 2020: $308,335Expenses 2020: $270,569Net Income 2020: $37,7662020Revenue 2021: $308,344Expenses 2021: $270,508Net Income 2021: $37,8362021Revenue 2022: $319,609Expenses 2022: $267,168Net Income 2022: $52,4412022Revenue 2023: $299,740Expenses 2023: $292,774Net Income 2023: $6,9662023Revenue 2024: $354,336Expenses 2024: $296,288Net Income 2024: $58,0482024Revenue 2025: $343,585Expenses 2025: $311,537Net Income 2025: $32,0482025

Highlighted filing

2023

Revenue$299,740
Expenses$292,774
Net Income$6,966
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
Gross Receipts
$348,962
Mission and Program Overview

Mission

To promote the advancement of engineering and allied arts and sciences, to promote the professional development of individuals interested therein, and to encourange the application of these arts and sciences to benefit the commuinty interests.

To promote the advancement of engineering and allied arts and sciences, to promote the professional development of individuals interested therein, and to encourage the application of these arts and sciences to benefit the community interests.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$129,574$282,908▲ $153,334
Cash and Non-Interest-Bearing Accounts$287,093$141,749▼ $145,344
Pledges and Grants Receivable$16,311$67,425▲ $51,114
Prepaid Expenses and Deferred Charges$2,979$0▼ $2,979
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$435,957$492,082▲ $56,125
Liabilities
Accounts Payable and Accrued Expenses$40,744$45,315▲ $4,571
Total Liabilities$40,744$45,315▲ $4,571
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$360,175$383,729▲ $23,554
Net Assets With Donor Restrictions$35,038$63,038▲ $28,000
Total Net Assets Fund Balance$395,213$446,767▲ $51,554
Total Liabilities and Net Assets / Fund Balance$435,957$492,082▲ $56,125

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,836$3,836
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rich MerkelExecutive DirectorFT$102,206$102,206

Board Members and Trustees

NameTitle
Shalini BadhwarPast President
Daniel ArkPresident
Dale HeldPresident Elect
Ann YeungDirector
Antonio RodriguezDirector
Be WareDirector
Chris TaylorDirector
Cynthia SternardDirector
Fred BegaleDirector
Jennifer LarsenDirector
Joe HamannDirector
Joe ZizzoDirector
Juanita BanksDirector
Kim MillerDirector
Laura SchmidtDirector
Mark FederleDirector
Mark RoundsDirector
Mary BurgoonDirector
Meghan HendricksDirector
Mohamed El-demerdashDirector
Peter StipanDirector
Phyllis KingDirector
Sharon GonzalezDirector
Tom HeralyDirector
Jennifer BuchananSecretary
Matt HensgenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$244,027
Program Service Revenue
$69,593
Investment Income
$3,048
Other Revenue
$-16,928
All Other Contributions
$184,993
Change in Net Assets
$6,966

Audited Revenue Reconciliation

Revenue per Audited Statements
$289,053
Revenue Not Reported on Financial Statements
$10,687
Revenue Not Reported on Form 990
$66,175
Other Revenue Adjustments
$10,687
Total Revenue per Audited Statements
$355,228
Total Revenue per Form 990
$299,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$208,380
Other Expenses$61,894
Grants and Similar Amounts Paid$22,500
Total Fundraising Expense$14,966
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$70,079$35,815$4,175$110,069
Other Salaries and Wages$61,506$13,863$7,455$82,824
Grants to Domestic Individuals$22,500--$22,500
Payroll Taxes$11,501$2,592$1,394$15,487
Other Expenses$0$6,524$717$6,524
Fees for Services Accounting-$6,000-$6,000
Office Expenses$1,744$3,375$592$5,711
Fees for Services Other-$4,984-$4,984
Information Technology$487$2,329$317$3,133
Travel$462$10$114$586
Insurance-$577-$577
Conferences and Meetings$18$70$202$290
Total Functional Expenses$201,193$76,615$14,966$292,774

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$303,674
Expenses per Audited Statements$292,774
Total Expenses per Form 990$292,774
Expenses Not Reported on Form 990$10,900
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$49,222
Fundraising Gross Income$21,607
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$24,591$15,557$1,375$14,182
System Now$38,545$3,295$547$2,748
Total Events$80,641$21,607$49,222$-27,615
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
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
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 B, Line 11B

“Form 990 is provided to management and the board of directors for review and approval before submitted to the irs.”

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

“Board members are required to sign an annual statement disclosing that they have reviewed the conflict of interest policy.”

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

“Executive director's compensation is determined by the board of directors”

Form 990, Part VI, Section C, Line 18

“Documents are available upon request. 990 is also available on third party websites such as guidestar.com”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Stem Forward Inc
EIN
39-0854863
Phone
4148107836
Address
1025 N BROADWAY, MILWAUKEE, WI 53202

Signing Officer

Name
Rich Merkel
Title
Executive Director
Phone
4148107836
Signed
2024-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rich Merkel
Formed
1905
Legal Domicile
Wi
Voting Board Members
26
Independent Board Members
26
Employees
3
Volunteers
315

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“481(a) adjustment -10,687.”

Form 990, Part XII, Line 2C

“This process has not changed from prior years.”

Form 990, Part XI, Line 8

“Prior period adjustment - the organization applied for the employee retention credits for q2 2020, q1 2021, and q2 2021 during the fiscal year. The credits would have been income for the 2020 and 2019 tax returns so these are reflected as a prior period adjustment on this return. The employee retention credits totaled $55,275.”

Financial Statement Notes

PART X, LINE 2:

“Stem forward, inc. Has received notification that it qualifies as a tax-exempt organization under section 501(c)(3) of the u.s. Internal revenue code and corresponding provisions of state law and, accordingly, is not subject to federal or state income taxes. None of the organization's current activities are subject to taxation as unrelated business income. Under u.s. Gaap, management is required to evaluate any uncertain tax positions taken, if any, and provide additional disclosures. At this time, the organization does not believe it has taken any uncertain tax positions that may have a material effect on its financial statements or note disclosures.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Employee retention tax credit from for previous year 55,275.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Section 481(a) adjustment 10,687.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01905
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt059034
IRS990/FundraisingDirectExpensesAmt049222
IRS990/FundraisingGrossIncomeAmt021607
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt022500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt022500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0348962
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt026
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0317
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02329
IRS990/InformationTechnologyGrp/ProgramServicesAmt0487
IRS990/InformationTechnologyGrp/TotalAmt03133
IRS990/InsuranceGrp/ManagementAndGeneralAmt0577
IRS990/InsuranceGrp/TotalAmt0577
IRS990/InvestmentIncomeGrp/ExclusionAmt03048
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03048
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03836
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt03836
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THE ADVANCEMENT OF ENGINEERING AND ALLIED ARTS AND SCIENCES, TO PROMOTE THE PROFESSIONAL DEVELOPMENT OF INDIVIDUALS INTERESTED THEREIN, AND TO ENCOURANGE THE APPLICATION OF THESE ARTS AND SCIENCES TO BENEFIT THE COMMUINTY INTERESTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0395213
IRS990/NetAssetsOrFundBalancesEOYAmt0446767
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-27615
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-27615
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0360175
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0383729
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0592
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03375
IRS990/OfficeExpensesGrp/ProgramServicesAmt01744
IRS990/OfficeExpensesGrp/TotalAmt05711
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-10687
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0476
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16524
IRS990/OtherExpensesGrp/ProgramServicesAmt025725
IRS990/OtherExpensesGrp/ProgramServicesAmt17171
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt026918
IRS990/OtherExpensesGrp/TotalAmt17171
IRS990/OtherExpensesGrp/TotalAmt26524
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/Desc0SECTION 481(A) ADJUSTM
IRS990/OtherRevenueMiscGrp/ExclusionAmt010687
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010687
IRS990/OtherRevenueTotalAmt010687
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07455
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013863
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt061506
IRS990/OtherSalariesAndWagesGrp/TotalAmt082824
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02592
IRS990/PayrollTaxesGrp/ProgramServicesAmt011501
IRS990/PayrollTaxesGrp/TotalAmt015487
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt016311
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt067425
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02979
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0RICH MERKEL
IRS990/PriorPeriodAdjustmentsAmt055275
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/BusinessCd3541900
IRS990/ProgramServiceRevenueGrp/Desc0SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/Desc1SPECIAL AWARD
IRS990/ProgramServiceRevenueGrp/Desc2REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/Desc3MISCELLANEOUS - PROGRA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt059521
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21656
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3216
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt059521
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21656
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3216
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION INITIATIVE - DIRECT MANAGEMENT OF STEM OUTREACH ACTIVITIES AND PROGRAMS WITH A SPECIAL EMPHASIS ON CONNECTING STUDENTS WITH STEM PROFESSIONALS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0114564
IRS990/ProgSrvcAccomActy2Grp/GrantAmt022500
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt069593
IRS990/ProgSrvcAccomActy3Grp/Desc0EVENTS - ORGANIZING AND HOSTING VARIOUS COMPETITIONS IN THE SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS DISCIPLINES, INCLUDING REGIONAL AND NATIONAL RUBE GOLDBERG COMPETITIONS AND FUTURE CITY COMPETITION.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$492,082
Liabilities
$45,315
Net assets
$446,767
Revenue
$299,740
Expenses
$292,774
Net income
$6,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.84$0.58$5.26$3.44$3.12$0.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.48$0.54$4.94$3.54$2.96$0.58
2023Detailed filing. Detailed filing data is available for this year.$4.92$0.45$4.47$3.00$2.93$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.41$3.95$3.20$2.67$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.45$3.53$3.08$2.71$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.41$3.26$3.08$2.71$0.38
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.91$2.46$3.34$2.75$0.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.71$1.86$3.05$2.66$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.64$1.47$3.01$2.73$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.65$1.18$2.89$2.79$0.10
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.43$0.35$1.08$3.01$2.69$0.32
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.44$0.76$3.62$3.07$0.54
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.56$0.34$0.22$2.79$2.66$0.12
2012Summary only. Only limited summary data is available for this year.$0.38$0.29$0.10$2.76$3.43$0.66
2011Summary only. Only limited summary data is available for this year.$1.00$0.24$0.76$2.39$3.23$0.84
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits