Civic Intelligence

Lakeland Retirement Foundation Ltd.

990EZ • Fiscal year 2016 • EIN 39-1306202

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization ProfileN/A
PO Box 1815Woodruff, WI 54568

(715) 356-9118

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

59th percentile

7.3%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

2.7%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-46%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$166,572

Up $4,436 (+2.7%) from 2015

Net Assets

Up

$165,272

Up $4,559 (+2.8%) from 2015

Liabilities

Down

$1,300

Down $123 (-8.6%) from 2015

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin59th percentile

Revenue

Down

$62,283

Down $53,031 (-46%) from 2015

Expenses

Down

$57,724

Down $270,375 (-82%) from 2015

Net Income

Up

$4,559

Up $217,344 (+102%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $496,670Liabilities 2011: $7,0522011Assets 2012: $463,807Liabilities 2012: $5,6142012Assets 2013: $424,118Liabilities 2013: $5,388Net Assets 2013: $418,7302013Assets 2014: $375,456Liabilities 2014: $1,958Net Assets 2014: $373,4982014Assets 2015: $162,136Liabilities 2015: $1,423Net Assets 2015: $160,7132015Assets 2016: $166,572Liabilities 2016: $1,300Net Assets 2016: $165,2722016Assets 2017: $149,833Liabilities 2017: $954Net Assets 2017: $148,8792017Assets 2018: $272,442Liabilities 2018: $4,078Net Assets 2018: $268,3642018Assets 2019: $423,672Liabilities 2019: $33,4542019Assets 2020: $502,545Liabilities 2020: $62Net Assets 2020: $502,4832020Assets 2021: $529,576Liabilities 2021: $216Net Assets 2021: $529,3602021Assets 2022: $565,294Liabilities 2022: $4,784Net Assets 2022: $560,5102022Assets 2023: $661,919Liabilities 2023: $2,494Net Assets 2023: $659,4252023Assets 2024: $716,469Liabilities 2024: $10,183Net Assets 2024: $706,2862024

Highlighted filing

2016

Assets$166,572
Liabilities$1,300
Net Assets$165,272
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $173,076Expenses 2011: $175,566Net Income 2011: -$2,4902011Revenue 2012: $158,310Expenses 2012: $189,735Net Income 2012: -$31,4252012Revenue 2013: $147,605Expenses 2013: $187,068Net Income 2013: -$39,4632013Revenue 2014: $137,936Expenses 2014: $183,168Net Income 2014: -$45,2322014Revenue 2015: $115,314Expenses 2015: $328,099Net Income 2015: -$212,7852015Revenue 2016: $62,283Expenses 2016: $57,724Net Income 2016: $4,5592016Revenue 2017: $78,294Expenses 2017: $94,687Net Income 2017: -$16,3932017Revenue 2018: $242,640Expenses 2018: $122,809Net Income 2018: $119,8312018Revenue 2019: $202,309Expenses 2019: $82,334Net Income 2019: $119,9752019Revenue 2020: $167,251Expenses 2020: $54,986Net Income 2020: $112,2652020Revenue 2021: $78,719Expenses 2021: $52,142Net Income 2021: $26,5772021Revenue 2022: $92,953Expenses 2022: $60,032Net Income 2022: $32,9212022Revenue 2023: $208,320Expenses 2023: $110,294Net Income 2023: $98,0262023Revenue 2024: $149,733Expenses 2024: $101,971Net Income 2024: $47,7622024

Highlighted filing

2016

Revenue$62,283
Expenses$57,724
Net Income$4,559
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$62,730
Mission and Program Overview

Mission

To provide services to the elderly

Program Services

DescriptionGrantsExpenses
SENIOR ACTIVITY PROGRAMS THAT PROVIDE RECREATIONAL AND SOCIAL ACTIVITIES FOR CITIZENS IN THE COMMUNITY-$57,724
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN NERDAHLPresident-$0--
STEVE METZTreasurer-$0--
HOLLY DIONNESecretary-$0--
DAN SULLIVANBoard Member-$0--
JOHN BIEBoard Member-$0--
CARL KOCKBoard Member-$0--
SUSAN WAYBoard Member-$0--
ANITA SCHIEFELBEINBoard Member-$0--
GERI HEPPEBoard Member-$0--
WENDELL HOLTBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Lakeland Retirement Foundation
EIN
39-1306202
Phone
7153569118
Address
PO BOX 1815, WOODRUFF, WI 54568

Signing Officer

Name
Brian Nerdahl
Title
President
Phone
7153569118
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Peterson Metz Ltd
Address
9531 Townline Rd, MINOCQUA, WI 54548
Preparer
Steven R Metz CPA
Phone
7153584004
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“INSURANCE 5806.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 2120.”

Form 990EZ, Part I, Line 16

“TRAVEL AND TRAINING 219.”

Form 990EZ, Part I, Line 16

“Computer and software 589.”

Form 990EZ, Part I, Line 16

“Depreciation 1444.”

Form 990EZ, Part II, Line 24

“Accounts receivable 380. 1130.”

Form 990EZ, Part II, Line 24

“INVENTORY 1375. 1375.”

Form 990EZ, Part II, Line 26

“Accounts payable 1356. 897.”

Form 990EZ, Part II, Line 26

“Payroll liabilities 67. 403.”

Raw XML Appendix206 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0STEVEN R METZ CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum07153583050
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WOODRUFF
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054568
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0123211
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0128341
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044828
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt0360
IRS990EZ/LandAndBuildingsGrp/BOYAmt037170
IRS990EZ/LandAndBuildingsGrp/EOYAmt035726
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0160713
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0165272
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0160713
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0165272
IRS990EZ/OccupancyRentUtltsAndMaintAmt09702
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN NERDAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE METZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOLLY DIONNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN BIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARL KOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUSAN WAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANITA SCHIEFELBEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GERI HEPPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9WENDELL HOLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01755
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02505
IRS990EZ/OtherExpensesTotalAmt010178
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICES TO THE ELDERLY
IRS990EZ/PrintingPublicationsPostageAmt02181
IRS990EZ/ProgramServiceRevenueAmt04542
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SENIOR ACTIVITY PROGRAMS THAT PROVIDE RECREATIONAL AND SOCIAL ACTIVITIES FOR CITIZENS IN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057724
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt030586
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0447
IRS990EZ/SpecialEventsNetIncomeLossAmt012553
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01423
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01300
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057724
IRS990EZ/TotalProgramServiceExpensesAmt057724
IRS990EZ/TotalRevenueAmt062283
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: PROGRAM SERVICE REVENUE 2014: 26008. 2015: 17141. 2016: 4542. Description: FUNDRAISING 2014: 20444. 2015: 21235. 2016: 12553. Description: FACILITY RENT 2014: 8821. 2015: 4050. Description: MISCELLANEOUS INCOME 2014: 181. 2015: 620.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt044828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt072208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt081908
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt091234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt092169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0382347
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0360
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0574
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02386
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014573
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017953
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt017095
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt043046
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt055454
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0115595
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74110
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.76310
IRS990ScheduleA/PublicSupportTotal170Amt0382347
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt044828
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt091234
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt092169
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0382347
IRS990ScheduleA/TotalSupportAmt0515895
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE 5806.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE SUPPLIES 2120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRAVEL AND TRAINING 219.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPUTER AND SOFTWARE 589.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation 1444.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS RECEIVABLE 380. 1130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INVENTORY 1375. 1375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACCOUNTS PAYABLE 1356. 897.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAYROLL LIABILITIES 67. 403.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN NERDAHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07153569118
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKELAND RETIREMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0391306202
ReturnHeader/Filer/PhoneNum07153569118
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1815
ReturnHeader/Filer/USAddress/CityNm0WOODRUFF
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054568
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DEC879F1B9990F04A07B064CA573176ADC0E9AE6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BF20FC4EA250831DE52B4547740EF7F8EF7654C7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.36.146.200
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:43:16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERSON METZ LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09531 Townline Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINOCQUA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054548
ReturnHeader/PreparerPersonGrp/PhoneNum07153584004
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R METZ CPA
ReturnHeader/ReturnTs02017-05-09T09:43:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,572
Liabilities
$1,300
Net assets
$165,272
Revenue
$62,283
Expenses
$57,724
Net income
$4,559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$0.10$7.06$1.50$1.02$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.62$0.02$6.59$2.08$1.10$0.98
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.65$0.05$5.61$0.93$0.60$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.30$0.00$5.29$0.79$0.52$0.27
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$0.00$5.02$1.67$0.55$1.12
2019Summary only. Only limited summary data is available for this year.$4.24$0.33$2.02$0.82$1.20
2018Summary only. Only limited summary data is available for this year.$2.72$0.04$2.68$2.43$1.23$1.20
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.01$1.49$0.78$0.95$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.65$0.62$0.58$0.05
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.62$0.01$1.61$1.15$3.28$2.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.02$3.73$1.38$1.83$0.45
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.24$0.05$4.19$1.48$1.87$0.39
2012Summary only. Only limited summary data is available for this year.$4.64$0.06$1.58$1.90$0.31
2011Summary only. Only limited summary data is available for this year.$4.97$0.07$1.73$1.76$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits