Civic Intelligence

Adaptive Community Approach Program Incorporated

990 • Fiscal year 2019 • EIN 39-1867400

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 09, 2020

121 Wisconsin AveWaukesha, WI 53186-4924

(262) 521-1120

Siviq Scores

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

Liabilities / Assets

39th percentile

0.04x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

32nd percentile

0.03x

Higher debt load relative to revenue than 32% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

60th percentile

7.1%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

63rd percentile

$88,211

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

3.2%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$942,487

Up $116,709 (+14%) from 2018

Net Assets

Up

$908,676

Up $117,228 (+15%) from 2018

Liabilities

Down

$33,811

Down $519 (-1.5%) from 2018

Revenue

Up

$1,117,975

Up $34,891 (+3.2%) from 2018

Expenses

Up

$1,038,511

Up $25,180 (+2.5%) from 2018

Net Income

Up

$79,464

Up $9,711 (+14%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $323,172Liabilities 2010: $20,416Net Assets 2010: $302,7562010Assets 2011: $354,336Liabilities 2011: $17,824Net Assets 2011: $336,5122011Assets 2012: $435,337Liabilities 2012: $17,619Net Assets 2012: $417,7182012Assets 2013: $437,808Liabilities 2013: $26,611Net Assets 2013: $411,1972013Assets 2014: $464,272Liabilities 2014: $20,307Net Assets 2014: $443,9652014Assets 2015: $536,635Liabilities 2015: $4,134Net Assets 2015: $532,5012015Assets 2016: $530,902Liabilities 2016: $4,796Net Assets 2016: $526,1062016Assets 2017: $757,720Liabilities 2017: $25,487Net Assets 2017: $732,2332017Assets 2018: $825,778Liabilities 2018: $34,330Net Assets 2018: $791,4482018Assets 2019: $942,487Liabilities 2019: $33,811Net Assets 2019: $908,6762019Assets 2020: $1,112,095Liabilities 2020: $2,466Net Assets 2020: $1,109,6292020Assets 2021: $1,362,290Liabilities 2021: $32,222Net Assets 2021: $1,330,0682021Assets 2022: $1,477,708Liabilities 2022: $113,355Net Assets 2022: $1,364,3532022Assets 2023: $1,386,609Liabilities 2023: $102,585Net Assets 2023: $1,284,0242023Assets 2024: $1,449,167Liabilities 2024: $88,815Net Assets 2024: $1,360,3522024

Highlighted filing

2019

Assets$942,487
Liabilities$33,811
Net Assets$908,676

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $505,3752010Expenses 2011: $538,4352011Revenue 2012: $683,520Expenses 2012: $603,351Net Income 2012: $80,1692012Revenue 2013: $627,479Expenses 2013: $638,724Net Income 2013: -$11,2452013Revenue 2014: $658,878Expenses 2014: $628,412Net Income 2014: $30,4662014Revenue 2015: $813,029Expenses 2015: $722,512Net Income 2015: $90,5172015Revenue 2016: $767,221Expenses 2016: $779,772Net Income 2016: -$12,5512016Revenue 2017: $956,672Expenses 2017: $762,818Net Income 2017: $193,8542017Revenue 2018: $1,083,084Expenses 2018: $1,013,331Net Income 2018: $69,7532018Revenue 2019: $1,117,975Expenses 2019: $1,038,511Net Income 2019: $79,4642019Revenue 2020: $1,223,778Expenses 2020: $1,053,936Net Income 2020: $169,8422020Revenue 2021: $1,229,103Expenses 2021: $1,047,400Net Income 2021: $181,7032021Revenue 2022: $1,167,597Expenses 2022: $1,076,555Net Income 2022: $91,0422022Revenue 2023: $1,069,422Expenses 2023: $1,199,654Net Income 2023: -$130,2322023Revenue 2024: $1,290,857Expenses 2024: $1,272,645Net Income 2024: $18,2122024

Highlighted filing

2019

Revenue$1,117,975
Expenses$1,038,511
Net Income$79,464
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 9, 2020
Return Version
2019v5.1
Gross Receipts
$1,125,482
Mission and Program Overview

Mission

Acap's mission is to encourage people with disabilities to achieve their highest potential and to acquire life-long skills that will enable them to become contributing and valued members within their communities.

Acap provides people with physical and cognitive disabilities the opportunity to contribute to, and be valued in, their respective communities. We do this through innovative, meaningful, and high quality community-based programs at our two sites, serving more than 90 waukesha area citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$311,690$354,696▲ $43,006
Cash and Non-Interest-Bearing Accounts$210,505$329,717▲ $119,212
Land, Buildings, and Equipment, Net$142,805$108,124▼ $34,681
Accounts Receivable$71,096$64,731▼ $6,365
Savings and Temporary Cash Investments$52,265$52,704▲ $439
Pledges and Grants Receivable$6,225$7,730▲ $1,505
Prepaid Expenses and Deferred Charges$13,399$4,016▼ $9,383
Total Assets$825,778$942,487▲ $116,709
Other Assets Total$17,793$20,769▲ $2,976
Liabilities
Accounts Payable and Accrued Expenses$34,330$33,811▼ $519
Total Liabilities$34,330$33,811▼ $519
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$781,073$887,718▲ $106,645
Net Assets With Donor Restrictions$10,375$20,958▲ $10,583
Total Net Assets Fund Balance$791,448$908,676▲ $117,228
Total Liabilities and Net Assets / Fund Balance$825,778$942,487▲ $116,709

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$99,749$85,287$185,036
Leasehold Improvements$8,375$4,164$12,539
Other Land Buildings$0$8,145$8,145

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$16,793-▲ $2,976-$19,769
2018$18,132$150▼ $1,489-$16,793
2017$15,650-▲ $2,693-$18,132
2016$14,391-▲ $1,444-$15,650
2015$14,576-▲ $24-$14,391
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra GinesExecutive Director EffectiFT$73,368$14,843$88,211

Board Members and Trustees

NameTitle
Rick VertheinPresident
Seetha NarayanawamyVice President
Avery MayneDirector
Barb CoughlinDirector
Deon FranszczakDirector
Jennifer FinkDirector
Kurt RoskopfDirector
Peter SchulerDirector
Rick HunnDirector
Pat WunderlichSecretary
Jon IgnatowskiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$293,185
Program Service Revenue
$807,978
Investment Income
$8,712
Other Revenue
$8,100
All Other Contributions
$194,414
Change in Net Assets
$79,464

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,122,661
Revenue Not Reported on Financial Statements
$-4,686
Revenue Not Reported on Form 990
$37,752
Other Revenue Adjustments
$-4,686
Total Revenue per Audited Statements
$1,160,413
Total Revenue per Form 990
$1,117,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$853,852
Other Expenses$184,659
Total Fundraising Expense$40,897
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$523,750$64,293$26,504$614,547
Other Employee Benefits$82,051$8,102$4,040$94,193
Current Officers, Directors, Trustees, and Key Employees$26,463$57,337$4,411$88,211
Payroll Taxes$45,142$9,263$2,496$56,901
Occupancy$39,603$4,883$1,196$45,682
Other Expenses$38,585--$38,585
Depreciation Depletion$30,066$3,707$908$34,681
Office Expenses$23,777$5,402$930$30,109
Insurance$11,857$1,462$358$13,677
Fees for Services Accounting-$10,320-$10,320
Travel$5,905--$5,905
Fees for Services Other-$3,204-$3,204
All Other Expenses$1,899$385$50$2,334
Conferences and Meetings$130$16$4$150
Fees for Service Investment Mgmnt Fees-$12-$12
Total Functional Expenses$829,228$168,386$40,897$1,038,511

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,043,185
Total Expenses per Form 990$1,038,511
Expenses per Audited Statements$1,038,499
Expenses Not Reported on Form 990$4,686
Expenses Not Reported on Financial Statements$12
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$9,472
Fundraising Direct Expenses$7,020
Fundraising Gross Income$6,135
Gaming Direct Expenses$487
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Theme Table$45,931$4,522$545$3,977
Bowl-a-thon$13,018$843$179$664
Total Events$71,141$6,135$7,020$-885
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 4

Acap updated their mission to the following: to encourage people with disabilities to achieve their highest potential and to acquire life-long skills that will enable them to become contributing and valued members within their communities.

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

The prepared form 990 is reviewed by the finance committee and approved by the governing body before the return is filed with the irs.

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

All directors and all personnel are covered by the conflict of interest policy. The governing body determines whether a conflict of interest exists. Conflicts of interest with personnel are reviewed by the executive director. The directors review conflicts of interest involving the executive director or other directors. Any individual determined to have a conflict of interest is prohibited from participating in the governing body's deliberations and decisions in the transaction.

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

The executive director management committee, which is comprised of independent persons, conducts a performance evaluation of the executive director and makes a recommendation to the governing body on compensation issues. The governing body compares the recommendation to the compensation of executive directors at similar organizations. The governing body votes on the recommendation and documents the basis for determining the compensation.

Form 990, Part VI, Section C, Line 19

Individuals contacting our organization are provided with our financial statements as requested either written or electronically. Requests for governing documents are reviewed on a case by case request. Our conflict of interest policy is available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Adaptive Community Approach Program
EIN
39-1867400
Phone
2625211120
Address
121 WISCONSIN AVE, WAUKESHA, WI 53186-4924

Signing Officer

Name
Sandra Gines
Title
Executive Director
Phone
2625211120
Signed
2020-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Gines
Formed
1996
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
19
Volunteers
75

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Jenny Tarkowski CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of beneficial interest in agency endowment 2,976.

Financial Statement Notes

PART V, LINE 4:

The income from the endowment funds can be used to support the organization's general activities.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of beneficial interest in agency endowment 2,976. Investment management fees reported on form 990, part ix, line 11f -12.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct expenses reported on form 990, part viii, line 8b -4,199. Direct expenses reported on form 990, part viii, line 9b -487.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct expenses reported on form 990, part viii, line 8b 4,199. Direct expenses reported on form 990, part viii, line 9b 487.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt081612
IRS990/FundraisingDirectExpensesAmt07020
IRS990/FundraisingGrossIncomeAmt06135
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt0487
IRS990/GamingGrossIncomeAmt09472
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01125482
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0358
IRS990/InsuranceGrp/ManagementAndGeneralAmt01462
IRS990/InsuranceGrp/ProgramServicesAmt011857
IRS990/InsuranceGrp/TotalAmt013677
IRS990/InvestmentIncomeGrp/ExclusionAmt08712
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08712
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0311690
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0354696
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt097596
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0142805
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0108124
IRS990/LandBldgEquipCostOrOtherBssAmt0205720
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ACAP'S MISSION IS TO ENCOURAGE PEOPLE WITH DISABILITIES TO ACHIEVE THEIR HIGHEST POTENTIAL AND TO ACQUIRE LIFE-LONG SKILLS THAT WILL ENABLE THEM TO BECOME CONTRIBUTING AND VALUED MEMBERS WITHIN THEIR COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0791448
IRS990/NetAssetsOrFundBalancesEOYAmt0908676
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-885
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-885
IRS990/NetIncomeFromGamingGrp/ExclusionAmt08985
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt08985
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt034788
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0781073
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0887718
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01196
IRS990/OccupancyGrp/ManagementAndGeneralAmt04883
IRS990/OccupancyGrp/ProgramServicesAmt039603
IRS990/OccupancyGrp/TotalAmt045682
IRS990/OfficeExpensesGrp/FundraisingAmt0930
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05402
IRS990/OfficeExpensesGrp/ProgramServicesAmt023777
IRS990/OfficeExpensesGrp/TotalAmt030109
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017793
IRS990/OtherAssetsTotalGrp/EOYAmt020769
IRS990/OtherChangesInNetAssetsAmt02976
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04040
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08102
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt082051
IRS990/OtherEmployeeBenefitsGrp/TotalAmt094193
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt038585
IRS990/OtherExpensesGrp/TotalAmt038585
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt026504
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt064293
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0523750
IRS990/OtherSalariesAndWagesGrp/TotalAmt0614547
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02496
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09263
IRS990/PayrollTaxesGrp/ProgramServicesAmt045142
IRS990/PayrollTaxesGrp/TotalAmt056901
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06225
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07730
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013399
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04016
IRS990/PrincipalOfficerNm0SANDRA GINES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624120
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0807978
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0807978
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0286682
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt036534
IRS990/PYOtherExpensesAmt0170325
IRS990/PYOtherRevenueAmt0-1903
IRS990/PYProgramServiceRevenueAmt0761771
IRS990/PYRevenuesLessExpensesAmt069753
IRS990/PYSalariesCompEmpBnftPaidAmt0843006
IRS990/PYTotalExpensesAmt01013331
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01083084
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt079464
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0807978
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052265
IRS990/SavingsAndTempCashInvstGrp/EOYAmt052704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0293185
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0286682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0269314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0176158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0238923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01264262
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08712
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06834
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02394
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02037
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01611
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021588
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03459024
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68410
IRS990ScheduleA/PublicSupportPY170Pct00.81220
IRS990ScheduleA/PublicSupportTotal170Amt0879597
IRS990ScheduleA/SubstantialContributorsTotAmt0384665
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0293185
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0286682
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0269314
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0176158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0238923
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01264262
IRS990ScheduleA/TotalSupportAmt01285850
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt016793
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt019769
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02976
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt018132
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0150
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt016793
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1489
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0211
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt015650
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt018132
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02693
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0185
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt014391
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt015650
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01444
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0209
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt014576
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt014391
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt099749
IRS990ScheduleD/EquipmentGrp/DepreciationAmt085287
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0185036
IRS990ScheduleD/ExpensesNotReportedAmt04686
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012
IRS990ScheduleD/ExpensesSubtotalAmt01038499
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt08375
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04164
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt012539
IRS990ScheduleD/NetUnrealizedGainsInvstAmt034788
IRS990ScheduleD/OtherExpensesIncludedAmt04686
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08145
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08145
IRS990ScheduleD/OtherRevenueAmt02964
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-4686
IRS990ScheduleD/RevenueNotReportedAmt037752
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-4686
IRS990ScheduleD/RevenueSubtotalAmt01122661
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INCOME FROM THE ENDOWMENT FUNDS CAN BE USED TO SUPPORT THE ORGANIZATION'S GENERAL ACTIVITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN VALUE OF BENEFICIAL INTEREST IN AGENCY ENDOWMENT 2,976. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -12.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -4,199. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 9B -487.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 4,199. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 9B 487.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0108124
IRS990ScheduleD/TotalExpensesPerForm990Amt01038511

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.09$1.36$1.29$1.27$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.10$1.28$1.07$1.20$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.11$1.36$1.17$1.08$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.03$1.33$1.23$1.05$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$1.22$1.05$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.03$0.91$1.12$1.04$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.03$0.79$1.08$1.01$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.03$0.73$0.96$0.76$0.19
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.77$0.78$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.53$0.81$0.72$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.02$0.44$0.66$0.63$0.03
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.44$0.03$0.41$0.63$0.64$0.01
2012Summary only. Only limited summary data is available for this year.$0.44$0.02$0.42$0.68$0.60$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.02$0.34$0.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.02$0.30$0.51
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits