Civic Intelligence

Marquardt Management Services Inc

990 • Fiscal year 2019 • EIN 39-1756037

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 08, 2020

Organization ProfileWWW.MARQUARDTVILLAGE.ORG
1045 Hill StreetWatertown, WI 53098

(920) 261-0400

Siviq Scores

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

Liabilities / Assets

40th percentile

0.08x

Higher debt load relative to assets than 40% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.07x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

93rd percentile

49%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

19%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$4,135,521

Up $1,359,594 (+49%) from 2018

Net Assets

Up

$3,797,952

Up $1,484,733 (+64%) from 2018

Liabilities

Down

$337,569

Down $125,139 (-27%) from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin83rd percentile

Revenue

Up

$5,144,795

Up $821,887 (+19%) from 2018

Expenses

Up

$3,668,920

Up $775,152 (+27%) from 2018

Net Income

Up

$1,475,875

Up $46,735 (+3.3%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $6,896,662Liabilities 2010: $8,372,699Net Assets 2010: -$1,476,0372010Assets 2011: $6,691,106Liabilities 2011: $6,801,113Net Assets 2011: -$110,0072011Assets 2012: $6,212,178Liabilities 2012: $6,675,561Net Assets 2012: -$463,3832012Assets 2013: $5,152,006Liabilities 2013: $6,825,503Net Assets 2013: -$1,673,4972013Assets 2014: $6,096,204Liabilities 2014: $8,032,130Net Assets 2014: -$1,935,9262014Assets 2015: $401,608Liabilities 2015: $230,502Net Assets 2015: $171,1062015Assets 2016: $952,236Liabilities 2016: $0Net Assets 2016: $952,2362016Assets 2017: $1,186,075Liabilities 2017: $301,996Net Assets 2017: $884,0792017Assets 2018: $2,775,927Liabilities 2018: $462,708Net Assets 2018: $2,313,2192018Assets 2019: $4,135,521Liabilities 2019: $337,569Net Assets 2019: $3,797,9522019Assets 2020: $5,294,318Liabilities 2020: $805,065Net Assets 2020: $4,489,2532020Assets 2021: $6,505,877Liabilities 2021: $764,020Net Assets 2021: $5,741,8572021Assets 2022: $7,357,995Liabilities 2022: $973,543Net Assets 2022: $6,384,4522022Assets 2023: $12,014,233Liabilities 2023: $2,350,685Net Assets 2023: $9,663,5482023Assets 2024: $16,937,212Liabilities 2024: $2,543,774Net Assets 2024: $14,393,4382024

Highlighted filing

2019

Assets$4,135,521
Liabilities$337,569
Net Assets$3,797,952
Open 2019 Filing

Operations Trend

Revenue Growth77th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,746,4492010Expenses 2011: $1,634,4532011Expenses 2012: $1,520,2582012Revenue 2013: $109,300Expenses 2013: $1,319,414Net Income 2013: -$1,210,1142013Revenue 2014: $917,813Expenses 2014: $1,180,242Net Income 2014: -$262,4292014Revenue 2015: $559,546Expenses 2015: $543,191Net Income 2015: $16,3552015Revenue 2016: $1,175,316Expenses 2016: $394,186Net Income 2016: $781,1302016Revenue 2017: $3,089,441Expenses 2017: $3,157,598Net Income 2017: -$68,1572017Revenue 2018: $4,322,908Expenses 2018: $2,893,768Net Income 2018: $1,429,1402018Revenue 2019: $5,144,795Expenses 2019: $3,668,920Net Income 2019: $1,475,8752019Revenue 2020: $5,476,409Expenses 2020: $4,779,585Net Income 2020: $696,8242020Revenue 2021: $7,287,760Expenses 2021: $6,063,179Net Income 2021: $1,224,5812021Revenue 2022: $8,124,550Expenses 2022: $7,429,427Net Income 2022: $695,1232022Revenue 2023: $11,705,990Expenses 2023: $8,435,905Net Income 2023: $3,270,0852023Revenue 2024: $16,932,736Expenses 2024: $12,208,899Net Income 2024: $4,723,8372024

Highlighted filing

2019

Revenue$5,144,795
Expenses$3,668,920
Net Income$1,475,875
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 8, 2020
Return Version
2018v3.1
Gross Receipts
$5,144,795
Mission and Program Overview

Mission

Grounded in faith, we promote the health and well-being of each individual we serve.

Provide housing for the elderly and provide management services to marquardt village entities and to other non-profit retirement communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,004,497$2,537,596▲ $1,533,099
Cash and Non-Interest-Bearing Accounts$1,094,306$862,445▼ $231,861
Accounts Receivable$568,212$377,351▼ $190,861
Investments Program Related-$250,000-
Land, Buildings, and Equipment, Net$10,800$27,462▲ $16,662
Prepaid Expenses and Deferred Charges$13,695$0▼ $13,695
Total Assets$2,775,927$4,135,521▲ $1,359,594
Other Assets Total$84,417$80,667▼ $3,750
Liabilities
Accounts Payable and Accrued Expenses$462,708$337,569▼ $125,139
Total Liabilities$462,708$337,569▼ $125,139
Net Assets / Fund Balance
Unrestricted Net Assets$2,313,219$3,797,952▲ $1,484,733
Total Net Assets Fund Balance$2,313,219$3,797,952▲ $1,484,733
Total Liabilities and Net Assets / Fund Balance$2,775,927$4,135,521▲ $1,359,594

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,462$10,650$38,112
Investment Program Related Org$250,000--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Sherry CiraCQOPT$145,913$145,913
Gary ThorpeDirector of HrPT$131,691$131,691
Cheryl MeyerDirector of HhPT$130,604$130,604
Rose BorckRnPT$129,847$129,847
Nicole ChwalaControllerPT$124,759$124,759

Board Members and Trustees

NameTitle
Mark PietrowiakPresident
Jeff HackelVice President
Dr Jeff HorkanBoard Member
Mitzi CassBoard Member
Rev Bruce NelsonBoard Member
Tom KastenBoard Member
Todd FischerAsst Secretary/asst Treasu
Jennifer JohnsonCampus Administrator
Matthew MautheCEO
Julie MarksCFO
Michael LibbyCOO
Bill OswaldSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Reinhart Boerner Van Deuren ScLegal ServicesPO BOX 2965, Milwaukee, WI 53201$137,673
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,114,993
Investment Income
$29,802
Other Revenue
$0
Change in Net Assets
$1,475,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,118,804
Other Expenses$550,116
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,541,982--$2,541,982
Other Employee Benefits$389,791--$389,791
Payroll Taxes$148,894--$148,894
Fees for Services Legal-$139,215-$139,215
Conferences and Meetings$81,579--$81,579
Information Technology$79,764--$79,764
Fees for Services Other$3,268$53,143-$56,411
Office Expenses$41,288--$41,288
Occupancy$39,600--$39,600
Pension Plan Contributions$38,137--$38,137
Advertising$12,700--$12,700
Depreciation Depletion$10,650--$10,650
Insurance$8,417--$8,417
Fees for Service Investment Mgmnt Fees-$5,561-$5,561
Fees for Services Accounting-$4,375-$4,375
Other Expenses$154,450$-107,077-$-107,077
Total Functional Expenses$3,550,520$118,400$0$3,668,920
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The corporation shall have a single class of voting members, and the sole member of that class shall be marquardt village, inc.”

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

“The member shall appoint up to eight (8) directors. The appointed directors shall be included in the total number of authorized directors, shall be entitled to vote, and shall be counted for purposes of determining whether a quorum is present.”

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

“The following actions may be taken only by the member amendment of the articles of incorporation, amendment of the bylaws, merger, consolidation, or dissolution, the creation of any subsidiaries or affiliates.”

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

“A copy of the 990 is given to each board member to review and comment on before it is filed with the internal revenue service. The ceo and the cfo also review and approve the 990 returns before they are filed.”

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

“Annually the board must attest that they do not have any duality of interest or possible conflict of interest; or they must disclose any duality of interest or possible conflict. Should a conflict arise, the person affected is asked to excuse themselves from voting.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Marquardt Management Services Inc
EIN
39-1756037
Phone
9202610400
Address
1045 HILL STREET, WATERTOWN, WI 53098

Signing Officer

Name
Julie Marks
Title
CFO
Phone
9202610400
Signed
2020-01-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Mauthe
Formed
1992
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Marquardt village and all affiliates, except marquardt investments, are tax-exempt corporations as described in section 501(c)(3) of the internal revenue code (the code) and are exempt from federal income taxes on related income pursuant to section 501(a) of the code. They are also exempt from state income taxes on related income. The corporation believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

Raw XML AppendixShowing 400 of 717 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/ReportableCompFromRltdOrgAmt9219029
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10205784
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11141389
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12117231
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13139924
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14127362
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15119147
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16103389
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2ASST SECRETARY/ASST TREASU
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9COO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CQO
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF HH
IRS990/Form990PartVIISectionAGrp/TitleTxt13CAMPUS ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF HR
IRS990/Form990PartVIISectionAGrp/TitleTxt15RN
IRS990/Form990PartVIISectionAGrp/TitleTxt16CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01992
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IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05144795
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt079764
IRS990/InformationTechnologyGrp/TotalAmt079764
IRS990/InsuranceGrp/ProgramServicesAmt08417
IRS990/InsuranceGrp/TotalAmt08417
IRS990/InvestmentIncomeGrp/ExclusionAmt029802
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029802
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0250000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01004497
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02537596
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010650
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010800
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027462
IRS990/LandBldgEquipCostOrOtherBssAmt038112
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02313219
IRS990/NetAssetsOrFundBalancesEOYAmt03797952
IRS990/NetUnrelatedBusTxblIncmAmt0518832
IRS990/NetUnrlzdGainsLossesInvstAmt08858
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt039600
IRS990/OccupancyGrp/TotalAmt039600
IRS990/OfficeExpensesGrp/ProgramServicesAmt041288
IRS990/OfficeExpensesGrp/TotalAmt041288
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt084417
IRS990/OtherAssetsTotalGrp/EOYAmt080667
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0389791
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0389791
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTION
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023183
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-107077
IRS990/OtherExpensesGrp/ProgramServicesAmt0154450
IRS990/OtherExpensesGrp/TotalAmt0154450
IRS990/OtherExpensesGrp/TotalAmt123183
IRS990/OtherExpensesGrp/TotalAmt2-107077
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02541982
IRS990/OtherSalariesAndWagesGrp/TotalAmt02541982
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0148894
IRS990/PayrollTaxesGrp/TotalAmt0148894
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt038137
IRS990/PensionPlanContributionsGrp/TotalAmt038137
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013695
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MATTHEW MAUTHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/BusinessCd3623990
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/Desc2CONSULTING FEES
IRS990/ProgramServiceRevenueGrp/Desc3CBRF TRAINING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02328191
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1909460
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt231322
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03327604
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11477257
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2303593
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36539
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0999413
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt1567797
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt2272271
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt36539
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05726
IRS990/PYOtherExpensesAmt0345055
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04317182
IRS990/PYRevenuesLessExpensesAmt01429140
IRS990/PYSalariesCompEmpBnftPaidAmt02548713
IRS990/PYTotalExpensesAmt02893768
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04322908
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01475875
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt03268973
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt029802
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05726
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt035528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03268973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02908513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02139696
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01175316
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0559546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010052044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0548634
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0347600
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012222
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0908456
IRS990ScheduleA/InvestmentIncomeCYPct00.08290
IRS990ScheduleA/InvestmentIncomePYPct00.04460
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt0518832
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt0341874
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt012222
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt0872928
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.24330
IRS990ScheduleA/PublicSupportPY509Pct00.39120
IRS990ScheduleA/PublicSupportTotal509Amt02666200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt02849139
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt02380104
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01033698
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01122903
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt07385844
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt02849139
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt02380104
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt01033698
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt01122903
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt07385844
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03268973
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02908513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02139696
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01175316
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0559546
IRS990ScheduleA/Total509Grp/TotalAmt010052044
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03817607
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03256113
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02151918
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01175316

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,135,521
Liabilities
$337,569
Net assets
$3,797,952
Revenue
$5,144,795
Expenses
$3,668,920
Net income
$1,475,875
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.9$2.54$14.4$16.9$12.2$4.72
2023Detailed filing. Detailed filing data is available for this year.$12.0$2.35$9.66$11.7$8.44$3.27
2022Detailed filing. Detailed filing data is available for this year.$7.36$0.97$6.38$8.12$7.43$0.70
2021Detailed filing. Detailed filing data is available for this year.$6.51$0.76$5.74$7.29$6.06$1.22
2020Detailed filing. Detailed filing data is available for this year.$5.29$0.81$4.49$5.48$4.78$0.70
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.34$3.80$5.14$3.67$1.48
2018Detailed filing. Detailed filing data is available for this year.$2.78$0.46$2.31$4.32$2.89$1.43
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.30$0.88$3.09$3.16$0.07
2016Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$1.18$0.39$0.78
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.23$0.17$0.56$0.54$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.10$8.03$1.94$0.92$1.18$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$6.83$1.67$0.11$1.32$1.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.21$6.68$0.46$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.69$6.80$0.11$1.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.90$8.37$1.48$1.75