Civic Intelligence

Valley Packaging Industries Inc.

990 • Fiscal year 2013 • EIN 39-0921632

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 25, 2014

Organization Profilewww.vpind.com

View Organization Page

110 N Kensington DriveAppleton, WI 54915-3303

(920) 749-5840

Siviq Scores

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

Liabilities / Assets

64th percentile

0.42x

Higher debt load relative to assets than 64% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.66x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

60th percentile

$194,117

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

38th percentile

0.7%

Faster asset growth than 38% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$9,249,926

Up $66,938 (+0.7%) from 2012

Net Assets

Up

$5,370,176

Up $666,410 (+14%) from 2012

Liabilities

Down

$3,879,750

Down $599,472 (-13%) from 2012

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin70th percentile

Revenue

$5,868,458

No earlier filing loaded for comparison.

Expenses

Down

$5,202,048

Down $343,948 (-6.2%) from 2012

Net Income

$666,410

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $10,357,692Liabilities 2010: $4,094,752Net Assets 2010: $6,262,9402010Assets 2011: $9,757,322Liabilities 2011: $4,784,800Net Assets 2011: $4,972,5222011Assets 2012: $9,182,988Liabilities 2012: $4,479,222Net Assets 2012: $4,703,7662012Assets 2013: $9,249,926Liabilities 2013: $3,879,750Net Assets 2013: $5,370,1762013Assets 2014: $9,094,960Liabilities 2014: $4,265,788Net Assets 2014: $4,829,1722014Assets 2015: $9,048,650Liabilities 2015: $3,750,540Net Assets 2015: $5,298,1102015Assets 2016: $9,698,362Liabilities 2016: $4,118,882Net Assets 2016: $5,579,4802016Assets 2017: $9,461,345Liabilities 2017: $3,362,753Net Assets 2017: $6,098,5922017Assets 2018: $8,861,972Liabilities 2018: $3,096,535Net Assets 2018: $5,765,4372018Assets 2019: $14,934,224Liabilities 2019: $9,613,092Net Assets 2019: $5,321,1322019Assets 2020: $13,264,314Liabilities 2020: $7,981,616Net Assets 2020: $5,282,6982020Assets 2021: $12,213,059Liabilities 2021: $6,772,860Net Assets 2021: $5,440,1992021Assets 2022: $10,285,471Liabilities 2022: $4,360,591Net Assets 2022: $5,924,8802022Assets 2023: $11,086,415Liabilities 2023: $5,564,465Net Assets 2023: $5,521,9502023Assets 2024: $15,415,765Liabilities 2024: $2,990,606Net Assets 2024: $12,425,1592024

Highlighted filing

2013

Assets$9,249,926
Liabilities$3,879,750
Net Assets$5,370,176
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,769,9742010Expenses 2011: $6,497,2252011Expenses 2012: $5,545,9962012Revenue 2013: $5,868,458Expenses 2013: $5,202,048Net Income 2013: $666,4102013Revenue 2014: $6,187,167Expenses 2014: $6,728,171Net Income 2014: -$541,0042014Revenue 2015: $6,426,511Expenses 2015: $5,957,573Net Income 2015: $468,9382015Revenue 2016: $6,064,114Expenses 2016: $5,782,744Net Income 2016: $281,3702016Revenue 2017: $6,159,739Expenses 2017: $5,640,627Net Income 2017: $519,1122017Revenue 2018: $6,272,100Expenses 2018: $6,605,255Net Income 2018: -$333,1552018Revenue 2019: $6,680,044Expenses 2019: $7,124,350Net Income 2019: -$444,3062019Revenue 2020: $6,143,134Expenses 2020: $6,181,568Net Income 2020: -$38,4342020Revenue 2021: $6,632,658Expenses 2021: $6,475,157Net Income 2021: $157,5012021Revenue 2022: $7,689,315Expenses 2022: $7,204,634Net Income 2022: $484,6812022Revenue 2023: $6,770,528Expenses 2023: $7,173,456Net Income 2023: -$402,9282023Revenue 2024: $14,614,292Expenses 2024: $7,711,083Net Income 2024: $6,903,2092024

Highlighted filing

2013

Revenue$5,868,458
Expenses$5,202,048
Net Income$666,410
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 25, 2014
Return Version
2013v3.0
Gross Receipts
$14,848,802
Mission and Program Overview

Mission

To promote the dignity and worth of individuals who have disabilities or are disadvantaged by providing vocational and other rehabilitation services to assist them in developing their optimum level of social, vocational, and economic independence in the community.

To promote the dignity and worth of individuals who have disabilities or are disadvantaged by providing vocational and other rehabilitation services to assist them in developing their optimum level of social, vocational and economic independence in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,762,911$5,589,232▼ $173,679
Cash and Non-Interest-Bearing Accounts$1,454,985$1,593,826▲ $138,841
Accounts Receivable$1,018,783$1,086,844▲ $68,061
Savings and Temporary Cash Investments$533,716$521,288▼ $12,428
Prepaid Expenses and Deferred Charges$116,492$195,212▲ $78,720
Inventories for Sale or Use$206,307$161,778▼ $44,529
Investments in Publicly Traded Securities$89,794$101,746▲ $11,952
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$9,182,988$9,249,926▲ $66,938
Other Assets Total$0$0→ $0
Liabilities
Tax Exempt Bond Liabilities$2,480,000$2,315,000▼ $165,000
Accounts Payable and Accrued Expenses$1,680,704$1,181,350▼ $499,354
Mortgage Notes Payable Secured by Investment Property$111,767$252,180▲ $140,413
Other Liabilities$196,000$117,000▼ $79,000
Deferred Revenue$10,751$14,220▲ $3,469
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$4,479,222$3,879,750▼ $599,472
Net Assets / Fund Balance
Unrestricted Net Assets$4,573,775$5,253,420▲ $679,645
Temporarily Rstr Net Assets$129,991$116,756▼ $13,235
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$4,703,766$5,370,176▲ $666,410
Total Liabilities and Net Assets / Fund Balance$9,182,988$9,249,926▲ $66,938

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,113,181$3,709,174$7,822,355
Equipment$784,737$4,199,596$4,984,333
Land$691,314-$691,314
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert RussoPresident/CEOFT$167,653$26,464$194,117

Board Members and Trustees

NameTitle
Rita McComberChairman
David SchwerbelDirector
James SchmitzDirector
Mark RobinsonDirector
Phyllis GillespieDirector
William RaathsDirector
Thomas O'HearnAssistant Secretary
Ivo GeurtsDirtector
John RussoSecretary
David GitterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,837,690
Program Service Revenue
$216,950
Investment Income
$7,571
Other Revenue
$806,247
All Other Contributions
$206,627
Change in Net Assets
$666,410

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,839,423
Revenue Not Reported on Financial Statements
$-8,970,965
Revenue Not Reported on Form 990
$90,000
Other Revenue Adjustments
$-8,970,965
Total Revenue per Audited Statements
$14,929,423
Total Revenue per Form 990
$5,868,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,925,077
Other Expenses$1,163,177
Grants and Similar Amounts Paid$113,794
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,849,373$598,921$0$3,448,294
Occupancy$534,753$5,519$0$540,272
Payroll Taxes$291,028$79,853$0$370,881
Other Employee Benefits$282,192$81,865$0$364,057
Current Officers, Directors, Trustees, and Key Employees$0$194,117$0$194,117
Depreciation Depletion$139,532$23,755$0$163,287
Office Expenses$104,260$35,151$0$139,411
Grants to Domestic Individuals$113,794--$113,794
Travel$102,279$8,772$0$111,051
Interest$63,724$0$0$63,724
Fees for Services Other$48,481$0$0$48,481
Fees for Services Accounting$0$33,500$0$33,500
Insurance$26,216$504$0$26,720
Advertising$0$9,681$0$9,681
Other Expenses$5,587$0$0$5,587
All Other Expenses$1,755$0$0$1,755
Fees for Services Legal$1,100$0$0$1,100
Information Technology$819$0$0$819
Pension Plan Contributions$51,848$-504,120$0$-452,272
Total Functional Expenses$4,633,261$568,787$0$5,202,048

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$14,263,013
Expenses per Audited Statements$14,173,013
Total Expenses per Form 990$5,202,048
Expenses Not Reported on Form 990$90,000
Expenses Not Reported on Financial Statements$-8,970,965
Other Expense Adjustments$-8,970,965
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,935
Fundraising Direct Expenses$9,379
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$15,987$15,987$5,663$10,324
Event 2$5,986$5,986$3,179$2,807
Total Events$21,973$21,973$8,842$13,131
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
William RaathsBoard Member of VPI and Great NorthernSales of packaging services to Great Northern Corp.No$690,552

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Present Value of Interest Derivative Instrument$117,000

Bond Issues

BondIssuerIssuedIssue PricePurpose
A39-13378552005-07-27$100Refinance existing bonds and finance capital expenditures and building expansion

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$5,945,000$0$3,135,000$181,404

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Board member William Raaths of Valley Packaging Industries, Inc. also serves as Chairman of the Board for Great Northern Corporation, a company located in Appleton, WI. In 2013, Valley Packaging Industries, Inc. provided packaging and assembly services (in connection with vocational and rehabilitation programs) to this corporation which generated sales revenue $690,552 for Valley Packaging Industries, Inc. VPI's normal pricing methodology and process was used in determining the prices charged and William Raaths was not involved in any negotiations or issues related to this pricing.”

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

“The annual form 990 is prepared by the Controller and is reviewed in its entirety with the Executive Committee of the Board of Directors of Valley Packaging Industries, Inc. which includes the President and CEO prior to the annual filing of the return.”

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

“Annually, all Board members and key employees sign off that they have read the Conflict of Interest Statement of VPI and they acknowledge that they are in compliance with the statement or have made the President and CEO aware of any known conflict and the issue has been satisfactorily addressed.”

Form 990, Part VI, Section B, Line 15

“The Executive Committee members of the Board of Directors meet and review salary information for similar positions in both the public and private sector. This information is utilized in conjunction with individual and organizational performance to annually set the President and CEO's salary. The President and CEO annually determines the salaries of all other respective key employees.”

Form 990, Part VI, Section C, Line 19

“Valley Packaging Industries, Inc. would make the policies referred to available to any organization/individual upon receipt of a request of this information.”

Filing and Contact Details

Filer

EIN
39-0921632
Phone
9207495840

Signing Officer

Name
Robert Russo
Title
President / CEO
Phone
9207495840
Signed
2014-06-25

Organization Details

Principal Officer
Robert Russo
Formed
1958
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
10
Employees
1,306
Volunteers
10
Supplemental Narrative

Financial Statement Notes

Schedule D, Part XI, Line 4B

“Cost of Goods Sold”

Schedule D, Part XII, Line 4B

“Cost of Goods Sold”

Raw XML AppendixShowing 400 of 840 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/Form990PartVIISectionAGrp/PersonNm5James Schmitz
IRS990/Form990PartVIISectionAGrp/PersonNm6Thomas O'Hearn
IRS990/Form990PartVIISectionAGrp/PersonNm7John Russo
IRS990/Form990PartVIISectionAGrp/PersonNm8Rita McComber
IRS990/Form990PartVIISectionAGrp/PersonNm9David Gitter
IRS990/Form990PartVIISectionAGrp/PersonNm10Robert Russo
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10167653
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Dirtector
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Assistant Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10President/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt09379
IRS990/FundraisingGrossIncomeAmt022935
IRS990/GainOrLossGrp/OtherAmt07571
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt04631063
IRS990/GrantAmt0106158
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0113794
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0113794
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt07571
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt014848802
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt01660
IRS990/GrossSalesOfInventoryAmt09761996
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt0819
IRS990/InformationTechnologyGrp/TotalAmt0819
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0504
IRS990/InsuranceGrp/ProgramServicesAmt026216
IRS990/InsuranceGrp/TotalAmt026720
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt063724
IRS990/InterestGrp/TotalAmt063724
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0206307
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0161778
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt089794
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0101746
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07908770
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05762911
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05589232
IRS990/LandBldgEquipCostOrOtherBssAmt013498002
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To promote the dignity and worth of individuals who have disabilities or are disadvantaged by providing vocational and other rehabilitation services to assist them in developing their optimum level of social, vocational and economic independence in the community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0111767
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0252180
IRS990/NetAssetsOrFundBalancesBOYAmt04703766
IRS990/NetAssetsOrFundBalancesEOYAmt05370176
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07571
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07571
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt013556
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013556
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0791031
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0791031
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt01660
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01660
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05519
IRS990/OccupancyGrp/ProgramServicesAmt0534753
IRS990/OccupancyGrp/TotalAmt0540272
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt035151
IRS990/OfficeExpensesGrp/ProgramServicesAmt0104260
IRS990/OfficeExpensesGrp/TotalAmt0139411
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt081865
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0282192
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0364057
IRS990/OtherExpensesGrp/Desc0Recruiting Staff
IRS990/OtherExpensesGrp/Desc1Dues
IRS990/OtherExpensesGrp/Desc2Contributions
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0448
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1821
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt110145
IRS990/OtherExpensesGrp/ProgramServicesAmt26375
IRS990/OtherExpensesGrp/ProgramServicesAmt35587
IRS990/OtherExpensesGrp/TotalAmt0448
IRS990/OtherExpensesGrp/TotalAmt110966
IRS990/OtherExpensesGrp/TotalAmt26375
IRS990/OtherExpensesGrp/TotalAmt35587
IRS990/OtherLiabilitiesGrp/BOYAmt0196000
IRS990/OtherLiabilitiesGrp/EOYAmt0117000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0598921
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02849373
IRS990/OtherSalariesAndWagesGrp/TotalAmt03448294
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt079853
IRS990/PayrollTaxesGrp/ProgramServicesAmt0291028
IRS990/PayrollTaxesGrp/TotalAmt0370881
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0-504120
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt051848
IRS990/PensionPlanContributionsGrp/TotalAmt0-452272
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0116492
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0195212
IRS990/PrincipalOfficerNm0Robert Russo
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541200
IRS990/ProgramServiceRevenueGrp/BusinessCd1524292
IRS990/ProgramServiceRevenueGrp/BusinessCd2524298
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Worksite & Friendship Place
IRS990/ProgramServiceRevenueGrp/Desc1Private Insurance and Managed Care

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,249,926
Liabilities
$3,879,750
Net assets
$5,370,176
Revenue
$5,868,458
Expenses
$5,202,048
Net income
$666,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$2.99$12.4$14.6$7.71$6.90
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$5.56$5.52$6.77$7.17$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$4.36$5.92$7.69$7.20$0.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$6.77$5.44$6.63$6.48$0.16
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$7.98$5.28$6.14$6.18$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$9.61$5.32$6.68$7.12$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.86$3.10$5.77$6.27$6.61$0.33
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.46$3.36$6.10$6.16$5.64$0.52
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.70$4.12$5.58$6.06$5.78$0.28
2015Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.05$3.75$5.30$6.43$5.96$0.47
2014Detailed filing. Detailed filing data is available for this year.$9.09$4.27$4.83$6.19$6.73$0.54
2013Detailed filing. Detailed filing data is available for this year.$9.25$3.88$5.37$5.87$5.20$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.18$4.48$4.70$5.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.76$4.78$4.97$6.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$4.09$6.26$5.77