Civic Intelligence

Pine Habilitation and Supported Employment Inc.

990 • Fiscal year 2022 • EIN 41-0963283

Jan 01, 2022 to Dec 31, 2022 • Filed on May 23, 2023

Organization ProfileWWW.PHASE-INDUSTRIES.ORG

View Organization Page

104 Main PO Box 126Sandstone, MN 55072

(320) 245-2246

Siviq Scores

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

Liabilities / Assets

54th percentile

0.15x

Higher debt load relative to assets than 54% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.20x

Higher debt load relative to revenue than 55% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

52nd percentile

7.5%

Higher net margin than 52% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

60th percentile

$147,059

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

55th percentile

2.5%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-19%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$7,299,812

Up $175,067 (+2.5%) from 2021

Net Assets

Up

$6,196,085

Up $424,477 (+7.4%) from 2021

Liabilities

Down

$1,103,727

Down $249,410 (-18%) from 2021

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin52nd percentile

Revenue

Down

$5,652,211

Down $1,318,298 (-19%) from 2021

Expenses

Up

$5,227,734

Up $695,088 (+15%) from 2021

Net Income

Down

$424,477

Down $2,013,386 (-83%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$15M$10M$5.0M$0Assets 2010: $3,195,063Liabilities 2010: $1,458,690Net Assets 2010: $1,736,3732010Assets 2011: $3,263,461Liabilities 2011: $1,395,000Net Assets 2011: $1,868,4612011Assets 2012: $3,297,296Liabilities 2012: $1,384,007Net Assets 2012: $1,913,2892012Assets 2013: $3,303,984Liabilities 2013: $1,347,455Net Assets 2013: $1,956,5292013Assets 2014: $3,123,784Liabilities 2014: $1,234,978Net Assets 2014: $1,888,8062014Assets 2015: $3,270,202Liabilities 2015: $1,170,891Net Assets 2015: $2,099,3112015Assets 2016: $4,791,463Liabilities 2016: $1,695,707Net Assets 2016: $3,095,7562016Assets 2017: $4,550,080Liabilities 2017: $1,465,520Net Assets 2017: $3,084,5602017Assets 2018: $4,695,196Liabilities 2018: $1,377,635Net Assets 2018: $3,317,5612018Assets 2019: $4,792,784Liabilities 2019: $1,384,835Net Assets 2019: $3,407,9492019Assets 2020: $5,494,675Liabilities 2020: $2,160,940Net Assets 2020: $3,333,7352020Assets 2021: $7,124,745Liabilities 2021: $1,353,137Net Assets 2021: $5,771,6082021Assets 2022: $7,299,812Liabilities 2022: $1,103,727Net Assets 2022: $6,196,0852022Assets 2023: $7,458,715Liabilities 2023: $965,818Net Assets 2023: $6,492,8972023Assets 2024: $10,853,985Liabilities 2024: $1,539,841Net Assets 2024: $9,314,1442024

Highlighted filing

2022

Assets$7,299,812
Liabilities$1,103,727
Net Assets$6,196,085
Open 2022 Filing

Operations Trend

Revenue Growth19th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,850,9442010Expenses 2011: $3,216,0692011Expenses 2012: $3,457,5212012Revenue 2013: $3,774,226Expenses 2013: $3,730,986Net Income 2013: $43,2402013Revenue 2014: $3,891,181Expenses 2014: $3,958,904Net Income 2014: -$67,7232014Revenue 2015: $4,162,368Expenses 2015: $4,032,370Net Income 2015: $129,9982015Revenue 2016: $5,542,296Expenses 2016: $5,663,188Net Income 2016: -$120,8922016Revenue 2017: $6,211,775Expenses 2017: $6,222,971Net Income 2017: -$11,1962017Revenue 2018: $6,293,040Expenses 2018: $6,060,039Net Income 2018: $233,0012018Revenue 2019: $6,204,084Expenses 2019: $6,113,696Net Income 2019: $90,3882019Revenue 2020: $4,384,622Expenses 2020: $4,464,836Net Income 2020: -$80,2142020Revenue 2021: $6,970,509Expenses 2021: $4,532,646Net Income 2021: $2,437,8632021Revenue 2022: $5,652,211Expenses 2022: $5,227,734Net Income 2022: $424,4772022Revenue 2023: $6,050,761Expenses 2023: $5,738,949Net Income 2023: $311,8122023Revenue 2024: $9,902,100Expenses 2024: $7,108,346Net Income 2024: $2,793,7542024

Highlighted filing

2022

Revenue$5,652,211
Expenses$5,227,734
Net Income$424,477
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 23, 2023
Return Version
2022v5.0
Gross Receipts
$5,715,370
Mission and Program Overview

Mission

The organization is committed to providing individualized services to adults with developmental disabilities, traumatic brain injuries or severe and persistent mental illness in order to fully participate in their communities, achieve optimum potential and growth, encourage independence, and assist in developing and finding employment opportunities.

Phase-industries empowers program participants to live, work and thrive through the discovery and development of their individual abilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,306,265$4,015,229▲ $708,964
Savings and Temporary Cash Investments$1,804,448$1,569,650▼ $234,798
Accounts Receivable$1,506,808$1,124,569▼ $382,239
Cash and Non-Interest-Bearing Accounts$177,471$260,162▲ $82,691
Inventories for Sale or Use$157,281$165,460▲ $8,179
Prepaid Expenses and Deferred Charges$15,282$27,391▲ $12,109
Total Assets$7,124,745$7,299,812▲ $175,067
Other Assets Total$157,190$137,351▼ $19,839
Liabilities
Tax Exempt Bond Liabilities$446,209$380,351▼ $65,858
Accounts Payable and Accrued Expenses$503,800$362,793▼ $141,007
Mortgage Notes Payable Secured by Investment Property$375,128$285,363▼ $89,765
Other Liabilities$0$51,220▲ $51,220
Deferred Revenue$28,000$24,000▼ $4,000
Total Liabilities$1,353,137$1,103,727▼ $249,410
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,771,608$6,196,085▲ $424,477
Total Net Assets Fund Balance$5,771,608$6,196,085▲ $424,477
Total Liabilities and Net Assets / Fund Balance$7,124,745$7,299,812▲ $175,067

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,367,290$1,165,227$4,532,517
Equipment$284,439$618,792$903,231
Land$345,500-$345,500
Other Land Buildings$18,000-$18,000
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim SchmutzerCEOFT$122,714$24,345$147,059
Curtis ManganCOOFT$90,245$21,829$112,074
Mike OrnCFOFT$80,059$56$80,115

Board Members and Trustees

NameTitle
Ron OsladilChairperson
Don PetersonVice Chairperson
Daryl PetersonDirector
Margaret WentworthDirector
Susan MorrisDirector
Tom WillieDirector
Lisa KoskiSecretary
Dean OgdahlTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Mark Haug ConstructionConstruction Services11754 FAIRWAY ROAD SW, Pine City, MN 55063$699,667
Arrowhead TransitTransportation Services702 3RD AVE S, Virginia, MN 55792$296,035
Premier Outdoor ServicesSnow Removal And Asphalt Repairs217 MAIN ST SOUTH, Pine City, MN 55063$138,525
Revenue and Support

Revenue Composition

Contributions and Grants
$545,605
Program Service Revenue
$4,862,712
Investment Income
$36,486
Other Revenue
$207,408
All Other Contributions
$13,641
Change in Net Assets
$424,477

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,691,662
Revenue Not Reported on Financial Statements
$-39,451
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-39,451
Total Revenue per Audited Statements
$5,691,662
Total Revenue per Form 990
$5,652,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,838,406
Other Expenses$1,389,328
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,660,444$238,621-$2,899,065
Other Employee Benefits$276,416$64,092-$340,508
Current Officers, Directors, Trustees, and Key Employees-$339,248-$339,248
Occupancy$262,271$1,605-$263,876
Payroll Taxes$201,068$37,020-$238,088
Depreciation Depletion$214,530$4,403-$218,933
Insurance$71,755$26,453-$98,208
Information Technology$12,944$80,696-$93,640
Office Expenses$38,455$10,029-$48,484
Interest$35,805$5,895-$41,700
All Other Expenses$14,584$9,028-$23,612
Pension Plan Contributions$19,566$1,931-$21,497
Advertising$17,247$2,494-$19,741
Fees for Services Accounting$3,519$16,115-$19,634
Other Expenses$14,253$3,312-$17,565
Fees for Services Other$9,614$6,239-$15,853
Fees for Services Legal$5,756$3,204-$8,960
Travel$1,230$4,689-$5,919
Conferences and Meetings-$2,620-$2,620
Total Functional Expenses$4,353,230$874,504$0$5,227,734

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,267,185
Expenses per Audited Statements$5,227,734
Total Expenses per Form 990$5,227,734
Expenses Not Reported on Form 990$39,451
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance and Operating Leases$51,220

Bond Issues

BondIssuerIssuedIssue PricePurpose
BCity of Sandstone Minnesota2010-12-28$400,000To pay high interest note payable and capital expenditure project.
ACity of Sandstone Minnesota2012-10-18$375,000To pay high interest note payable and capital expenditure project.
CCity of Sandstone Minnesota2019-02-07$175,000To pay high interest note payable and capital expenditure project.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$400,000$257,711$31,583$6,766
A$375,000$291,349$26,691$10,712
C$175,000-$9,384$3,794

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The irs form 990 is presented to, reviewed, and approved by the board of directors at a regularly scheduled meeting prior to filing.”

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

“The conflict of interest policy is distributed and reviewed annually by top management and the board. Board members and all employees are required to disclose any real or perceived conflicts of interest. These are reviewed for action by the organization's designated corporate compliance officers, or the board of directors (if it is a board member disclosing a conflict of interest). The organization mitigates reported conflicts of interest by removing from the individual decision making authority or influence in the associated transaction.”

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

“The board of directors follows policy when setting executive compensation that includes several factors such as referring to comparable organizations, performance of duties, scope of duties, program/financial health of the organization, and other factors as determined by the board.”

Form 990, Part VI, Section C, Line 19

“The governing documents, policies, tax returns and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Pine Habilitation and Supported
EIN
41-0963283
Phone
3202452246
Address
104 MAIN PO BOX 126, SANDSTONE, MN 55072
Doing Business As
Phase Phase-industries Industries Inc Heritage Thrift

Signing Officer

Name
Tim Schmutzer
Title
CEO
Phone
3202452246
Signed
2023-05-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Schmutzer
Formed
1970
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
340
Volunteers
10

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization assesses whether it is more likely than not that a tax position will be sustained upon examination of the technical merits or the position, assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of the tax position is not recognized in the financial statements. The organization recorded no assets or liabilities for uncertain tax positions or unrecognized tax benefits.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Cost of goods sold -39,451.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 39,451.”

Part XI, Line 4B and Part XII, Line 2D

“Cost of goods sold relating to the sale of furniture is presented as a program expense in the audited financial statements. The expense is presented as cost of goods sold, net of revenue in the form 990.”

Raw XML AppendixShowing 400 of 691 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/Desc0PINE HABILITATION AND SUPPORTED EMPLOYMENT, INC (PHASE-INDUSTRIES): PHASE-INDUSTRIES PROVIDES SERVICES TO STUDENTS AND ADULTS EXPERIENCING AN INTELLECTUAL/DEVELOPMENTAL DISABILITY, TRAUMATIC BRAIN INJURY, AND/OR SEVERE AND PERSISTENT MENTAL ILLNESS IN EAST-CENTRAL MN. EMPLOYMENT AND DAY SERVICES FOCUS ON COMMUNITY-INTEGRATED SUPPORT, EMPLOYMENT SKILL DEVELOPMENT AND EMPLOYMENT PLACEMENT TO ASSIST PARTICIPANTS IN ACHIEVING THEIR OPTIMUM POTENTIAL AND GROWTH. INDIVIDUAL PROGRAMS ARE PERSON-CENTERED AND DESIGNED TO FIT EACH PERSON'S NEEDS, INTERESTS AND GOALS. ASSISTING PARTICIPANTS IN FINDING AND RETAINING EMPLOYMENT IN THE COMMUNITY IS ONE OF THE MAJOR GOALS IN THIS PROGRAM. PHASE-INDUSTRIES OPERATES SEVERAL MICRO INDUSTRIES, SUCH AS RETAIL OUTLETS (HERITAGE BARNWOOD, HERITAGE THRIFT STORE, HERITAGE HOME CREATIONS), AND PHASE LAWN SERVICES. INSTEAD OF THESE SERVING AS A LONG-TERM EMPLOYMENT OPTION FOR INDIVIDUALS SERVED, THEY HAVE BEGUN TO BE TRANSFORMED TO PROVIDE EMPLOYMENT TRAINING, EXPERIENCE, AND MARKET-READINESS IN PURSUIT OF COMPETITIVE EMPLOYMENT FOR PROGRAM PARTICIPANTS. THESE PROGRAMS NOT ONLY DIRECTLY SUPPORT PROGRAM PARTICIPANTS IN DEVELOPING AND EXPANDING NEEDED SKILLS TO ATTAIN EMPLOYMENT, BUT SERVE AS AN OVERALL RESOURCE TO THE BROADER COMMUNITY. PHASE-INDUSTRIES SUPPORTED APPROXIMATELY 449 PROGRAM PARTICIPANTS IN MA WAIVER PROGRAMS (PREVOCATIONAL, DAY SUPPORT, EMPLOYMENT SUPPORT, EMPLOYMENT EXPLORATION, EMPLOYMENT DEVELOPMENT), VOCATIONAL REHABILITATION SERVICES, AND TRANSITION SERVICES. THIS REPRESENTS ROUGHLY A THIRTY-SIX PERCENT INCREASE IN NUMBER OF PERSONS SERVED, COMPARED TO THE PREVIOUS YEAR. INCREASING SERVICE ACCESS TO INDIVIDUALS WITH DISABILITIES WAS ONE KEY PRIORITY AREA, IN LIGHT OF THE SIGNIFICANT SERVICE-ACCESS COVID-19 RELATED RESTRICTIONS FROM THE PREVIOUS TWO YEARS. APPROXIMATELY NINE OUT OF TEN INDIVIDUALS SERVED MET OR MADE PROGRESS TOWARD THEIR INDIVIDUALIZED OUTCOMES & GOALS. PHASE-INDUSTRIES SUPPORTED APPROXIMATELY 100 PROGRAM PARTICIPANTS IN VOCATIONAL REHABILITATION SERVICES AND TRANSITION SERVICES. APPROXIMATELY EIGHTY PERCENT OF INDIVIDUALS WHO WERE SUCCESSFULLY SUPPORTED TO ATTAIN COMPETITIVE EMPLOYMENT MAINTAINED THEIR EMPLOYMENT AFTER 90-DAYS.
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IRS990/Form990PartVIISectionAGrp/PersonNm6MARGARET WENTWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm7TOM WILLIE
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IRS990/GrantAmt00
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IRS990/InsuranceGrp/ManagementAndGeneralAmt026453
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IRS990/MissionDesc0THE ORGANIZATION IS COMMITTED TO PROVIDING COMMUNITY-INTEGRATED AND INDIVIDUALIZED SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES, TRAUMATIC BRAIN INJURIES OR SEVERE AND PERSISTENT MENTAL ILLNESS IN ORDER TO FULLY PARTICIPATE IN THEIR COMMUNITIES, ACHIEVE OPTIMUM POTENTIAL GROWTH, ENCOURAGE INDEPENDENCE, AND ASSIST IN DEVELOPING AND FINDING EMPLOYMENT OPPORTUNITIES.
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IRS990/OccupancyGrp/ProgramServicesAmt0262271
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IRS990/OfficeExpensesGrp/ProgramServicesAmt038455
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IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0137351
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt064092
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0276416
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IRS990/OtherExpensesGrp/Desc3LICENSE FEES AND DUES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13769
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt211697
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33312
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IRS990/OtherExpensesGrp/ProgramServicesAmt232895
IRS990/OtherExpensesGrp/ProgramServicesAmt314253
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IRS990/OtherExpensesGrp/TotalAmt152735
IRS990/OtherExpensesGrp/TotalAmt244592
IRS990/OtherExpensesGrp/TotalAmt317565
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IRS990/OtherLiabilitiesGrp/EOYAmt051220
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueTotalAmt079966
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0201068
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01931
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019566
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IRS990/PoliticalCampaignActyInd00
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,299,812
Liabilities
$1,103,727
Net assets
$6,196,085
Revenue
$5,652,211
Expenses
$5,227,734
Net income
$424,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.9$1.54$9.31$9.90$7.11$2.79
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.46$0.97$6.49$6.05$5.74$0.31
2022Detailed filing. Detailed filing data is available for this year.$7.30$1.10$6.20$5.65$5.23$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.12$1.35$5.77$6.97$4.53$2.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.49$2.16$3.33$4.38$4.46$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$1.38$3.41$6.20$6.11$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$1.38$3.32$6.29$6.06$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$1.47$3.08$6.21$6.22$0.01
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$1.70$3.10$5.54$5.66$0.12
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.27$1.17$2.10$4.16$4.03$0.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$1.23$1.89$3.89$3.96$0.07
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.30$1.35$1.96$3.77$3.73$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$1.38$1.91$3.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$1.40$1.87$3.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$1.46$1.74$2.85
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $5M-$10M nonprofits