Catholic Charities Bureau Inc

990 • Fiscal year 2014 • EIN 39-0940744

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 16, 2015

Organization Profile ccbsuperior.org

1416 Cumming AveSuperior, WI 54880

(715) 394-6617

Siviq Scores

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

0.16x

Higher debt load relative to assets than 56% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

0.27x

Higher debt load relative to revenue than 67% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

18%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

$133,750

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

7.6%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

7.4%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets56th percentile

Assets

$4,442,054

Up $312,441 (+7.6%) from 2013

Net Assets

$3,734,487

Up $323,420 (+9.5%) from 2013

Liabilities

Down

$707,567

Down $10,979 (-1.5%) from 2013

Revenue And Expenses

Liabilities / Revenue67th percentile Net Margin77th percentile

Revenue

$2,600,793

Up $179,551 (+7.4%) from 2013

Expenses

Down

$2,123,835

Down $248,085 (-10%) from 2013

Net Income

$476,958

Up $427,636 (+867%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

Highlighted filing

2014

Assets$4,442,054

Liabilities$707,567

Net Assets$3,734,487

Open 2014 Filing

Operations Trend

Revenue Growth59th percentile

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

Highlighted filing

2014

Revenue$2,600,793

Expenses$2,123,835

Net Income$476,958

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Apr 16, 2015
Return Version: 2014v5.0
Gross Receipts: $3,625,483

Mission and Program Overview

Mission

To alleviate human suffering by sponsoring direct service programs for the poor, the disadvantaged, the disabled, the elderly, and children with special needs.

To meet the critical needs of our society through the use of our gifts and resources by mobilizing the Christian community in partnership with private and public enterprise.

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Investments in Publicly Traded Securities	$2,480,659	$2,571,343	▲ $90,684
Land, Buildings, and Equipment, Net	$1,090,673	$1,082,084	▼ $8,589
Savings and Temporary Cash Investments	$181,675	$424,211	▲ $242,536
Cash and Non-Interest-Bearing Accounts	$107,003	$223,121	▲ $116,118
Accounts Receivable	$124,074	$141,295	▲ $17,221
Prepaid Expenses and Deferred Charges	$6,911	-	-
Total Assets	$4,129,613	$4,442,054	▲ $312,441
Other Assets Total	$138,618	-	-
Liabilities
Other Liabilities	$607,649	$575,015	▼ $32,634
Accounts Payable and Accrued Expenses	$110,897	$132,552	▲ $21,655
Total Liabilities	$718,546	$707,567	▼ $10,979
Net Assets / Fund Balance
Unrestricted Net Assets	$3,411,067	$3,734,487	▲ $323,420
Permanently Rstr Net Assets	$0	$0	→ $0
Temporarily Rstr Net Assets	$0	$0	→ $0
Total Net Assets Fund Balance	$3,411,067	$3,734,487	▲ $323,420
Total Liabilities and Net Assets / Fund Balance	$4,129,613	$4,442,054	▲ $312,441

Asset Categories

Asset	Book Value	Depreciation	Basis
Buildings	$913,619	$712,425	$1,626,044
Land	$161,099	-	$161,099
Equipment	$7,366	$73,437	$80,803
Other Land Buildings	$0	$25,885	$25,885
Leasehold Improvements	$0	$0	$0

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Total
Alan Rock	Executive Director & Treasurer	FT	$133,750	$133,750
William Anderson	CFO	FT	$123,109	$123,109

Board Members and Trustees

Name	Title
Kyle Torvinen	Chair
Larry Wojchik	Vice Chair
Barbara Wessberg	Board member
Bluette Puchner	Board member
Dawn Staples	Board member
James Kumbera	Board member
James Russ	Board member
Matt Crowell	Board member
Renee Wachter	Board Member
Sherry Mattson	Board member
Terry Jacobson	Board member

Revenue and Support

Revenue Composition

Contributions and Grants: $13,225
Program Service Revenue: $2,277,520
Investment Income: $271,636
Other Revenue: $38,412
All Other Contributions: $8,221
Change in Net Assets: $476,958

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Salaries, Compensation, and Employee Benefits	$761,138
Other Expenses	$306,231
Grants and Similar Amounts Paid	$0
Professional Fundraising Fees	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Benefits to Members	$1,056,466	-	-	$1,056,466
Other Salaries and Wages	$255,794	$63,948	-	$319,742
Current Officers, Directors, Trustees, and Key Employees	$205,487	$51,372	-	$256,859
Occupancy	$87,867	$21,967	-	$109,834
Other Employee Benefits	$78,383	$19,596	-	$97,979
Depreciation Depletion	$45,747	$11,437	-	$57,184
Payroll Taxes	$35,257	$8,814	-	$44,071
Pension Plan Contributions	$33,990	$8,497	-	$42,487
Other Expenses	$7,571	$18,979	$0	$26,550
Payments to Affiliates	-	$25,185	-	$25,185
Office Expenses	$19,880	$4,970	-	$24,850
Fees for Services Legal	$13,252	-	-	$13,252
Travel	$10,129	$2,532	-	$12,661
Fees for Service Investment Mgmnt Fees	-	$12,606	-	$12,606
Information Technology	$7,198	$1,800	-	$8,998
Conferences and Meetings	-	$7,619	-	$7,619
Fees for Services Other	$3,495	-	-	$3,495
Advertising	$3,147	-	-	$3,147
Total Functional Expenses	$1,864,513	$259,322	$0	$2,123,835

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Lobbying activity: No
Subject to proxy tax: No

Related Organizations and Partnerships

Related Tax-Exempt Organizations

Organization	Location	Activity	Code	Public Charity	Controlled
Apple River Inc	Superior, WI	housing for low income chronically mentally ill people	501(c)(3)	170(b)(1)(A)(vi)	Yes
Black River Industries Inc	Medford, WI	programs for developmentally disabled	501(c)(3)	170(b)(1)(A)(vi)	Yes
Blue Valley Inc	Superior, WI	housing for low income chronically mentally ill people	501(c)(3)	170(b)(1)(A)(vi)	Yes
Catholic Community Services Inc	Superior, WI	Volunteer coordination; housing counseling services	501(c)(3)	170(b)(1)(A)(vi)	Yes
Catholic Diocese of Superior	Superior, WI	religious	509(a)(1)	170(b)(1)(A)(i)	No
Challenge Center Foundation Inc	Superior, WI	Generation of capital	501(c)(3)	170(b)(1)(A)(vi)	Yes
Challenge Center Inc	Superior, WI	programs for the developmentally disabled	501(c)(3)	170(b)(1)(A)(vi)	Yes
Diversified Services Inc	Siren, WI	programs for developmentally disabled	501(c)(3)	170(b)(1)(A)(vi)	Yes
Dove Agency Inc	Superior, WI	home health care services	501(c)(3)	170(b)(1)(A)(vi)	Yes
Dove Inc	Superior, WI	home health care services	501(c)(3)	170(b)(1)(A)(vi)	Yes
Eastwood Inc	Superior, WI	housing for low income developmentally disabled adults	501(c)(3)	170(b)(1)(A)(vi)	Yes
Headwaters Foundation Inc	Rhinelander, WI	Capital generation	501(c)(3)	170(b)(1)(A)(vi)	Yes
Headwaters Inc	Rhinelander, WI	programs for developmentally disabled	501(c)(3)	170(b)(1)(A)(vi)	Yes
Lilac Grove Apartments Inc	Superior, WI	housing for low income senior citizens	501(c)(3)	170(b)(1)(A)(vi)	Yes
Northfield Apartments of Duluth Inc	Superior, WI	housing for low income physically disabled adults	501(c)(3)	170(b)(1)(A)(vi)	Yes
Phoenix Villa Inc	Superior, WI	housing for low income senior citizens	501(c)(3)	170(b)(1)(A)(vi)	Yes
Phoenix Villa of Superior Inc	Superior, WI	housing for low income chronically mentally ill people	501(c)(3)	170(b)(1)(A)(vi)	Yes
Sumac Trail Apartments Inc	Superior, WI	housing for low income chronically mentally ill people	501(c)(3)	170(b)(1)(A)(vi)	Yes
United Day Care Inc	Hudson, WI	children's day care	501(c)(3)	170(b)(1)(A)(vi)	Yes
Westbay Inc	Superior, WI	housing for low income chronically mentally ill people	501(c)(3)	170(b)(1)(A)(vi)	Yes
Winterhaven Apartments Inc	Superior, WI	housing for low income senior citizens	501(c)(3)	170(b)(1)(A)(vi)	Yes

Transactions with Related Organizations

Organization	Type	Method	Amount
Challenge Center Inc	q	cost of health/dental insurance premiums for employees	$352,476
Headwaters Inc	q	cost of health/dental insurance premiums	$306,672
Diversified Services Inc	e	cost of property improvement	$265,000
Challenge Center Inc	l	5.5% of budget	$218,146
Phoenix Villa Inc	l	budget based	$178,957
Diversified Services Inc	q	cost of health/dental insurance premiums	$142,033
Black River Industries Inc	e	cost of incurred capital improvements and cost of acquisition of real property for subsequent resale.	$126,000
Headwaters Inc	l	5.5% of budget	$97,939
Black River Industries Inc	q	cost of health/dental insurance premiums for employees	$79,476
Black River Industries Inc	l	5.5% of budget	$73,753
Dove Inc	l	5.5% of budget	$71,655
Diversified Services Inc	l	5.5% of budget	$58,319

Debt and Bond Financing

Other Reported Liabilities

Liability	Amount
Interagency transactions	$320,515
Health claims incurred but not reported	$254,500

Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant: No
Annual disclosure for covered persons: 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: No
Key decisions subject to board approval: Yes
Management duties delegated: No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members of the corporate entity consist of the following officials: Diocesan Bishop-President; Diocesan Vicar General-Vice President; Diocesan Judicial Vicar-Secretary; Catholic Charities Bureau Executive Director-Treasurer”

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

“The Board of Directors are appointed by the Members of the corporation.”

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

“Transactions involving the disposition of real estate must be sanctioned by the President; and only the Members may approve dissolution of the corporations.”

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

“Form 990 is reviewed by the Joint Finance and Personnel Committee of the Board of Directors at a regularly scheduled meeting.”

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

“Board members are reminded annually of their responsibility to reveal any circumstance that could possibly be construed to be a conflict of interest to their role of serving on the board of directors.”

Form 990, Part VI, Section B, Line 15

“Salary of Executive Director is approved by the Board of Directors. Pertinent salary surveys are periodically used as a basis for setting salaries for all staff.”

Form 990, Part VI, Section C, Line 19

“All requests for information are processed based on the merits of each circumstance.”

Filing and Contact Details

Filer

Filer Name: Catholic Charities Bureau Inc
EIN: 39-0940744
Phone: 7153946617
Address: 1416 Cumming Ave, Superior, WI 54880

Signing Officer

Name: Alan Rock
Title: Executive Director and Treasurer
Phone: 7153946617
Signed: 2015-04-16

Organization Details

Principal Officer: Alan Rock
Formed: 1958
Legal Domicile: Wi
Voting Board Members: 12
Independent Board Members: 12
Employees: 832
Volunteers: 13

Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 1A

“Form 1099 information returns included several of our affiliate agencies using the EIN of Catholic Charities Bureau, Inc.”

Form 990, Part V, Line 2A

“Employee count includes those of all of our affiliates. All wages and withheld payroll taxes are reported to the Internal Revenue Service under the name and Employer Identification number of Catholic Charities Bureau, Inc.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	3	0
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	5	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	6	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	7	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	8	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	9	0
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	12	0
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IRS990/Form990PartVIISectionAGrp/TitleTxt	1	Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt	2	Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt	3	Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt	4	Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt	5	Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt	6	Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt	7	Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt	8	Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt	9	Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt	10	Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt	11	Executive Director & Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt	12	CFO
IRS990/Form990ProvidedToGvrnBodyInd	0	1
IRS990/FormationYr	0	1958
IRS990/FormerOfcrEmployeesListedInd	0	0
IRS990/FSAuditedInd	0	0
IRS990/FundraisingActivitiesInd	0	0
IRS990/FundraisingAmt	0	0
IRS990/GainOrLossGrp/OtherAmt	0	0
IRS990/GainOrLossGrp/SecuritiesAmt	0	197497
IRS990/GamingActivitiesInd	0	0
IRS990/GoverningBodyVotingMembersCnt	0	12
IRS990/GovernmentGrantsAmt	0	0
IRS990/GrantAmt	0	0
IRS990/GrantsToIndividualsInd	0	0
IRS990/GrantsToOrganizationsInd	0	0
IRS990/GrantToRelatedPersonInd	0	0
IRS990/GrossAmountSalesAssetsGrp/OtherAmt	0	0
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt	0	1222187
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IRS990/GroupExemptionNum	0	0928
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IRS990/IncludeFIN48FootnoteInd	0	0
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IRS990/IndivRcvdGreaterThan100KCnt	0	2
IRS990/IndoorTanningServicesInd	0	0
IRS990/InfoInScheduleOPartVIInd	0	X
IRS990/InfoInScheduleOPartVInd	0	X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt	0	1800
IRS990/InformationTechnologyGrp/ProgramServicesAmt	0	7198
IRS990/InformationTechnologyGrp/TotalAmt	0	8998
IRS990/InvestmentExpenseAmt	0	0
IRS990/InvestmentIncomeGrp/ExclusionAmt	0	74139
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt	0	0
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt	0	74139
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt	0	2480659
IRS990/InvestmentsPubTradedSecGrp/EOYAmt	0	2571343
IRS990/IRPDocumentCnt	0	26
IRS990/IRPDocumentW2GCnt	0	0
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt	0	1090673
IRS990/LandBldgEquipBasisNetGrp/EOYAmt	0	1082084
IRS990/LandBldgEquipCostOrOtherBssAmt	0	1893831
IRS990/LegalDomicileStateCd	0	WI
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt	0	1024690
IRS990/LoanOutstandingInd	0	0
IRS990/LobbyingActivitiesInd	0	0
IRS990/LocalChaptersInd	0	1
IRS990/MaterialDiversionOrMisuseInd	0	0
IRS990/MembershipDuesAmt	0	0
IRS990/MembersOrStockholdersInd	0	1
IRS990/MethodOfAccountingAccrualInd	0	X
IRS990/MinutesOfCommitteesInd	0	1
IRS990/MinutesOfGoverningBodyInd	0	1
IRS990/MiscellaneousRevenueGrp/ExclusionAmt	0	0
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt	0	0
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt	0	0
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt	0	0
IRS990/MissionDesc	0	To alleviate human suffering by sponsoring direct service programs for the poor, the disadvantaged, the disabled, the elderly, and children with special needs.
IRS990/MoreThan5000KToIndividualsInd	0	0
IRS990/MoreThan5000KToOrgInd	0	0
IRS990/NetAssetsOrFundBalancesBOYAmt	0	3411067
IRS990/NetAssetsOrFundBalancesEOYAmt	0	3734487
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt	0	197497
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt	0	0
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt	0	197497
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt	0	0
IRS990/NetUnrelatedBusTxblIncmAmt	0	0
IRS990/NetUnrlzdGainsLossesInvstAmt	0	-153538
IRS990/NoncashContributionsAmt	0	0
IRS990/NondeductibleContributionsInd	0	0
IRS990/OccupancyGrp/ManagementAndGeneralAmt	0	21967
IRS990/OccupancyGrp/ProgramServicesAmt	0	87867
IRS990/OccupancyGrp/TotalAmt	0	109834
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt	0	4970
IRS990/OfficeExpensesGrp/ProgramServicesAmt	0	19880
IRS990/OfficeExpensesGrp/TotalAmt	0	24850
IRS990/OfficerMailingAddressInd	0	0
IRS990/OperateHospitalInd	0	0
IRS990/Organization501c3Ind	0	X
IRS990/OrganizationFollowsSFAS117Ind	0	X
IRS990/OtherAssetsTotalGrp/BOYAmt	0	138618
IRS990/OtherChangesInNetAssetsAmt	0	0
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt	0	19596
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt	0	78383
IRS990/OtherEmployeeBenefitsGrp/TotalAmt	0	97979
IRS990/OtherExpensesGrp/Desc	0	Dues
IRS990/OtherExpensesGrp/Desc	1	Miscellaneous Expense
IRS990/OtherExpensesGrp/FundraisingAmt	0	0
IRS990/OtherExpensesGrp/FundraisingAmt	1	0
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt	0	0
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt	1	18979
IRS990/OtherExpensesGrp/ProgramServicesAmt	0	850
IRS990/OtherExpensesGrp/ProgramServicesAmt	1	7571
IRS990/OtherExpensesGrp/TotalAmt	0	850
IRS990/OtherExpensesGrp/TotalAmt	1	26550
IRS990/OtherLiabilitiesGrp/BOYAmt	0	607649
IRS990/OtherLiabilitiesGrp/EOYAmt	0	575015
IRS990/OtherRevenueMiscGrp/BusinessCd	0	900099
IRS990/OtherRevenueMiscGrp/Desc	0	Miscellaneous Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt	0	38412
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt	0	0
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt	0	38412
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt	0	0
IRS990/OtherRevenueTotalAmt	0	38412
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt	0	63948
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt	0	255794
IRS990/OtherSalariesAndWagesGrp/TotalAmt	0	319742
IRS990/PartialLiquidationInd	0	0
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt	0	25185
IRS990/PaymentsToAffiliatesGrp/TotalAmt	0	25185
IRS990/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt	0	8814
IRS990/PayrollTaxesGrp/ProgramServicesAmt	0	35257
IRS990/PayrollTaxesGrp/TotalAmt	0	44071
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt	0	8497
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt	0	33990
IRS990/PensionPlanContributionsGrp/TotalAmt	0	42487
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt	0	0
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt	0	0
IRS990/PoliciesReferenceChaptersInd	0	1
IRS990/PoliticalCampaignActyInd	0	0
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt	0	6911
IRS990/PrincipalOfficerNm	0	Alan Rock
IRS990/PriorPeriodAdjustmentsAmt	0	0
IRS990/ProfessionalFundraisingInd	0	0
IRS990/ProgramServiceRevenueGrp/BusinessCd	0	900099
IRS990/ProgramServiceRevenueGrp/BusinessCd	1	900099
IRS990/ProgramServiceRevenueGrp/BusinessCd	2	900099
IRS990/ProgramServiceRevenueGrp/BusinessCd	3	900099
IRS990/ProgramServiceRevenueGrp/Desc	0	Administrative Fees
IRS990/ProgramServiceRevenueGrp/Desc	1	Facilities Rental
IRS990/ProgramServiceRevenueGrp/Desc	2	Health Plan Premiums
IRS990/ProgramServiceRevenueGrp/Desc	3	Insurance Stop Loss Reimbursements
IRS990/ProgramServiceRevenueGrp/ExclusionAmt	0	0
IRS990/ProgramServiceRevenueGrp/ExclusionAmt	1	0
IRS990/ProgramServiceRevenueGrp/ExclusionAmt	2	0
IRS990/ProgramServiceRevenueGrp/ExclusionAmt	3	0
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	0	997898
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	1	52598
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	2	1195879
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	3	31145
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	0	997898
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	1	52598
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	2	1195879
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	3	31145
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt	0	0
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt	1	0
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt	2	0
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt	3	0
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IRS990/PYGrantsAndSimilarPaidAmt	0	0
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IRS990/PYOtherRevenueAmt	0	5166
IRS990/PYProgramServiceRevenueAmt	0	2194229
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IRS990/PYTotalExpensesAmt	0	2371920
IRS990/PYTotalProfFndrsngExpnsAmt	0	0
IRS990/PYTotalRevenueAmt	0	2421242
IRS990/QuidProQuoContributionsInd	0	0
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IRS990/ReportProgramRelatedInvstInd	0	0
IRS990/RevenueAmt	0	2600793
IRS990/RoyaltiesRevenueGrp/ExclusionAmt	0	0
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt	0	0
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt	0	181675
IRS990/SavingsAndTempCashInvstGrp/EOYAmt	0	424211
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	0	Represents miscellaneous income
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	0	Schedule A, Part III, Line 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	10283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	83873
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	74139
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	90480
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	79773
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	71249
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	91418
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	407059

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $4,442,054
Liabilities: $707,567
Net assets: $3,734,487
Revenue: $2,600,793
Expenses: $2,123,835
Net income: $476,958

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$17.5	$3.02	$14.5	$5.53	$2.84	$2.69
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$14.8	$2.31	$12.5	$2.44	$2.88	$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$13.6	$2.20	$11.4	$2.47	$2.65	$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$15.9	$2.22	$13.6	$5.77	$2.64	$3.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$11.9	$1.61	$10.3	$4.93	$2.46	$2.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.26	$1.20	$7.07	$3.36	$2.52	$0.84
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.	$6.65	$1.10	$5.55	$3.51	$2.86	$0.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.34	$0.97	$5.37	$3.32	$2.82	$0.50
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.43	$0.91	$4.52	$3.15	$2.48	$0.68
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.49	$0.72	$3.77	$2.79	$2.65	$0.14
2014Detailed filing. Detailed filing data is available for this year.	$4.44	$0.71	$3.73	$2.60	$2.12	$0.48
2013Summary only. Only limited summary data is available for this year.	$4.13	$0.72	$3.41	$2.42	$2.37	$0.05
2012Summary only. Only limited summary data is available for this year.	$4.19	$0.76	$3.43	$2.94	$3.08	$0.14
2011Summary only. Only limited summary data is available for this year.	$4.20	$0.68	$3.52	$2.91	$2.99	$0.07