Civic Intelligence

The Phoenix Residence Inc

990 • Fiscal year 2015 • EIN 41-6170035

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 20, 2016

Organization ProfileN/A

View Organization Page

330 Marie Ave EastWest St Paul, MN 55118

(651) 227-7655

Siviq Scores

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

Liabilities / Assets

44th percentile

0.18x

Higher debt load relative to assets than 44% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.14x

Higher debt load relative to revenue than 36% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

61st percentile

6.6%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

62nd percentile

$210,340

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

4.7%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$8,428,942

Down $182,675 (-2.1%) from 2014

Net Assets

Up

$6,919,204

Up $705,238 (+11%) from 2014

Liabilities

Down

$1,509,738

Down $887,913 (-37%) from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin61st percentile

Revenue

Up

$10,760,801

Up $480,429 (+4.7%) from 2014

Expenses

Up

$10,055,563

Up $330,055 (+3.4%) from 2014

Net Income

Up

$705,238

Up $150,374 (+27%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$15M$10M$5.0M$0Assets 2011: $8,915,203Liabilities 2011: $3,774,480Net Assets 2011: $5,140,7232011Assets 2012: $8,731,644Liabilities 2012: $3,232,591Net Assets 2012: $5,499,0532012Assets 2013: $8,306,084Liabilities 2013: $2,646,982Net Assets 2013: $5,659,1022013Assets 2014: $8,611,617Liabilities 2014: $2,397,651Net Assets 2014: $6,213,9662014Assets 2015: $8,428,942Liabilities 2015: $1,509,738Net Assets 2015: $6,919,2042015Assets 2016: $8,198,527Liabilities 2016: $779,061Net Assets 2016: $7,419,4662016Assets 2017: $8,531,150Liabilities 2017: $973,883Net Assets 2017: $7,557,2672017Assets 2018: $8,629,881Liabilities 2018: $1,104,272Net Assets 2018: $7,525,6092018Assets 2019: $8,443,827Liabilities 2019: $639,120Net Assets 2019: $7,804,7072019Assets 2020: $10,094,801Liabilities 2020: $863,699Net Assets 2020: $9,231,1022020Assets 2021: $9,462,501Liabilities 2021: $874,168Net Assets 2021: $8,588,3332021Assets 2022: $10,079,825Liabilities 2022: $2,306,293Net Assets 2022: $7,773,5322022Assets 2023: $9,308,889Liabilities 2023: $2,005,786Net Assets 2023: $7,303,1032023Assets 2024: $9,621,258Liabilities 2024: $1,734,470Net Assets 2024: $7,886,7882024

Highlighted filing

2015

Assets$8,428,942
Liabilities$1,509,738
Net Assets$6,919,204
Open 2015 Filing

Operations Trend

Revenue Growth53rd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $9,206,334Expenses 2011: $8,776,131Net Income 2011: $430,2032011Revenue 2012: $9,242,272Expenses 2012: $8,883,942Net Income 2012: $358,3302012Revenue 2013: $9,435,606Expenses 2013: $9,275,557Net Income 2013: $160,0492013Revenue 2014: $10,280,372Expenses 2014: $9,725,508Net Income 2014: $554,8642014Revenue 2015: $10,760,801Expenses 2015: $10,055,563Net Income 2015: $705,2382015Revenue 2016: $10,698,963Expenses 2016: $10,198,701Net Income 2016: $500,2622016Revenue 2017: $10,678,369Expenses 2017: $10,540,567Net Income 2017: $137,8022017Revenue 2018: $10,852,602Expenses 2018: $10,884,259Net Income 2018: -$31,6572018Revenue 2019: $11,783,057Expenses 2019: $11,503,959Net Income 2019: $279,0982019Revenue 2020: $14,346,916Expenses 2020: $12,920,521Net Income 2020: $1,426,3952020Revenue 2021: $12,129,691Expenses 2021: $12,772,460Net Income 2021: -$642,7692021Revenue 2022: $12,498,852Expenses 2022: $13,313,653Net Income 2022: -$814,8012022Revenue 2023: $12,268,724Expenses 2023: $12,739,154Net Income 2023: -$470,4302023Revenue 2024: $13,729,093Expenses 2024: $13,145,408Net Income 2024: $583,6852024

Highlighted filing

2015

Revenue$10,760,801
Expenses$10,055,563
Net Income$705,238
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 20, 2016
Return Version
2015v2.1
Gross Receipts
$10,779,342
Mission and Program Overview

Mission

The phoenix residence, inc. Is committed to developing person centered quality living experiences for persons with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,629,344$6,776,152▲ $146,808
Accounts Receivable$890,634$869,832▼ $20,802
Savings and Temporary Cash Investments$1,023,100$737,226▼ $285,874
Prepaid Expenses and Deferred Charges$29,043$24,366▼ $4,677
Cash and Non-Interest-Bearing Accounts$6,057$4,202▼ $1,855
Total Assets$8,611,617$8,428,942▼ $182,675
Other Assets Total$33,439$17,164▼ $16,275
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,639,795$958,174▼ $681,621
Accounts Payable and Accrued Expenses$757,856$497,727▼ $260,129
Other Liabilities$0$53,837▲ $53,837
Total Liabilities$2,397,651$1,509,738▼ $887,913
Net Assets / Fund Balance
Unrestricted Net Assets$5,995,591$6,645,219▲ $649,628
Temporarily Rstr Net Assets$218,375$273,985▲ $55,610
Total Net Assets Fund Balance$6,213,966$6,919,204▲ $705,238
Total Liabilities and Net Assets / Fund Balance$8,611,617$8,428,942▼ $182,675

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,738,913$2,684,440$7,423,353
Land$1,359,147-$1,359,147
Equipment$218,183$776,516$994,699
Other Land Buildings$161,635$581,853$743,488
Leasehold Improvements$298,274$199,407$497,681
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darlene ScottPresidentFT$202,529$7,811$210,340
Pam ConnollyVP of Financial ServicesFT$123,739-$123,739
Mary ThirstenVP of OperationsFT$117,766-$117,766

Board Members and Trustees

NameTitle
Richard J IvancemdChair
Eric SchultzPast Chair
Edward G GutzmanVice Chair
Derrick BanksDirector
James HughesDirector
Jean SchmidtDirector
Jeff BauerDirector
Jennifer BuchananDirector
Mary Jo BaileyDirector
Paul CoonsDirector
Kirsten GregersonSecretary
Steve PfeifferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$276,189
Program Service Revenue
$10,495,692
Investment Income
$2,461
Other Revenue
$-13,541
All Other Contributions
$215,286
Change in Net Assets
$705,238

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,760,801
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$18,541
Total Revenue per Audited Statements
$10,779,342
Total Revenue per Form 990
$10,760,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,632,019
Other Expenses$2,423,544
Total Fundraising Expense$5,542
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,381,763$598,944$5,144$5,985,851
Other Employee Benefits$656,406$48,270-$704,676
All Other Expenses$406,256$96,830-$503,086
Payroll Taxes$442,340$54,720$398$497,458
Depreciation Depletion$382,349$64,277-$446,626
Current Officers, Directors, Trustees, and Key Employees$236,670$207,364-$444,034
Other Expenses$208,567$23,690-$232,257
Insurance$80,482$4,639-$85,121
Travel$57,483$2,728-$60,211
Interest$46,596$7,416-$54,012
Office Expenses$12,708$12,775-$25,483
Fees for Services Accounting$8,524$7,526-$16,050
Advertising$12,050$1,527-$13,577
Occupancy$707$3,551-$4,258
Fees for Services Legal$1,516$1,338-$2,854
Total Functional Expenses$8,906,637$1,143,384$5,542$10,055,563

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,074,104
Expenses per Audited Statements$10,055,563
Total Expenses per Form 990$10,055,563
Expenses Not Reported on Form 990$18,541
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,541
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourney$60,903-$18,541-
Total Events$60,903-$18,541$-18,541
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Clients$53,837
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Finance director first reviews the 990 received from the accountant and then is given to the board chair for review and approval by the full board prior to mailing.”

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

“Discussed at least annually at a board meeting to keep members aware.”

Form 990, Part VI, Section B, Line 15

“Annual reviews are completed with consideration of accomplishments of personal and business goals. Comparibility studies are used in conjunction with accomplishments.”

Form 990, Part VI, Section C, Line 19

“Available at the office upon request.”

Filing and Contact Details

Filer

Filer Name
The Phoenix Residence Inc
EIN
41-6170035
Phone
6512277655
Address
330 MARIE AVE EAST, WEST ST PAUL, MN 55118

Signing Officer

Name
Darlene Scott
Title
President/CEO
Phone
6512277655
Signed
2016-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darlene Scott
Formed
1996
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
12
Employees
329
Volunteers
45

Preparer

Firm
Carlson Advisors Llp
Address
7101 NORTHLAND CIRCLE SUITE 123, MINNEAPOLIS, MN 55428
Preparer
Darren Kray
Phone
7635358150
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Maintenance & repair: program service expenses 162,588. Management and general expenses 13,430. Fundraising expenses 0. Total expenses 176,018. Data processing: program service expenses 66,641. Management and general expenses 58,836. Fundraising expenses 0. Total expenses 125,477. Purchased services: program service expenses 105,130. Management and general expenses 4,404. Fundraising expenses 0. Total expenses 109,534. Minor equipment: program service expenses 30,349. Management and general expenses 2,779. Fundraising expenses 0. Total expenses 33,128. Employee training: program service expenses 16,677. Management and general expenses 3,790. Fundraising expenses 0. Total expenses 20,467. Dues & subscriptions: program service expenses 15,221. Management and general expenses 3,855. Fundraising expenses 0. Total expenses 19,076. Real estate taxes: program service expenses 1,951. Management and general expenses 5,562. Fundraising expenses 0. Total expenses 7,513. Resident activities: program service expenses 6,516. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,516. Bank charges: program service expenses 0. Management and general expenses 4,174. Fundraising expenses 0. Total expenses 4,174. Bad debt expense: program service expenses 1,183. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,183.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising events 18,541.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising events 18,541.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt8PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF FINANCIAL SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF OPERATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt060903
IRS990/FundraisingDirectExpensesAmt018541
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt010779342
IRS990/GrossRentsGrp/RealAmt05000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04639
IRS990/InsuranceGrp/ProgramServicesAmt080482
IRS990/InsuranceGrp/TotalAmt085121
IRS990/InterestGrp/ManagementAndGeneralAmt07416
IRS990/InterestGrp/ProgramServicesAmt046596
IRS990/InterestGrp/TotalAmt054012
IRS990/InvestmentIncomeGrp/ExclusionAmt02461
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02461
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04242216
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06629344
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06776152
IRS990/LandBldgEquipCostOrOtherBssAmt011018368
IRS990/LegalDomicileStateCd0MN
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PHOENIX RESIDENCE, INC. IS COMMITTED TO DEVELOPING PERSON CENTERED QUALITY LIVING EXPERIENCES FOR PERSONS WITH DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01639795
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0958174
IRS990/NetAssetsOrFundBalancesBOYAmt06213966
IRS990/NetAssetsOrFundBalancesEOYAmt06919204
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-18541
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-18541
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt05000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03551
IRS990/OccupancyGrp/ProgramServicesAmt0707
IRS990/OccupancyGrp/TotalAmt04258
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012775
IRS990/OfficeExpensesGrp/ProgramServicesAmt012708
IRS990/OfficeExpensesGrp/TotalAmt025483
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt033439
IRS990/OtherAssetsTotalGrp/EOYAmt017164
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt048270
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0656406
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0704676
IRS990/OtherExpensesGrp/Desc0FOOD EXPENSE
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2LICENSES & PERMITS
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03746
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14043
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt223690
IRS990/OtherExpensesGrp/ProgramServicesAmt0363556
IRS990/OtherExpensesGrp/ProgramServicesAmt1311808
IRS990/OtherExpensesGrp/ProgramServicesAmt2296856
IRS990/OtherExpensesGrp/ProgramServicesAmt3208567
IRS990/OtherExpensesGrp/TotalAmt0367302
IRS990/OtherExpensesGrp/TotalAmt1315851
IRS990/OtherExpensesGrp/TotalAmt2296856
IRS990/OtherExpensesGrp/TotalAmt3232257
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt053837
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05144
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0598944
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05381763
IRS990/OtherSalariesAndWagesGrp/TotalAmt05985851
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0398
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt054720
IRS990/PayrollTaxesGrp/ProgramServicesAmt0442340
IRS990/PayrollTaxesGrp/TotalAmt0497458
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029043
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024366
IRS990/PrincipalOfficerNm0DARLENE SCOTT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010495692
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010495692
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0105209
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015331
IRS990/PYOtherExpensesAmt02421449
IRS990/PYOtherRevenueAmt0-13931
IRS990/PYProgramServiceRevenueAmt010173763
IRS990/PYRevenuesLessExpensesAmt0554864
IRS990/PYSalariesCompEmpBnftPaidAmt07304059
IRS990/PYTotalExpensesAmt09725508
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010280372
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0705238
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010495692
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01023100
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0737226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0276189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0105209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0126955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt088858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0118536
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0715747
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02461
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07396
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09033
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt024357
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91490
IRS990ScheduleA/PublicSupportPY170Pct00.73790
IRS990ScheduleA/PublicSupportTotal170Amt0677153
IRS990ScheduleA/SubstantialContributorsTotAmt038594
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0276189
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0105209
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0126955
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt088858
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0118536
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0715747
IRS990ScheduleA/TotalSupportAmt0740104
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04738913
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02684440
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07423353
IRS990ScheduleD/EquipmentGrp/BookValueAmt0218183
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0776516
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0994699
IRS990ScheduleD/ExpensesNotReportedAmt018541
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt010055563
IRS990ScheduleD/LandGrp/BookValueAmt01359147
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01359147
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0298274
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0199407
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0497681
IRS990ScheduleD/OtherExpensesIncludedAmt018541
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0161635
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0581853
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0743488
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt053837
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR CLIENTS
IRS990ScheduleD/OtherRevenueAmt018541
IRS990ScheduleD/RevenueNotReportedAmt018541
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010760801
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EVENTS 18,541.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EVENTS 18,541.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06776152
IRS990ScheduleD/TotalExpensesPerForm990Amt010055563
IRS990ScheduleD/TotalLiabilityAmt053837
IRS990ScheduleD/TotalRevenuePerForm990Amt010760801
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010779342
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010074104
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt060903
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt060903
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018541

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,428,942
Liabilities
$1,509,738
Net assets
$6,919,204
Revenue
$10,760,801
Expenses
$10,055,563
Net income
$705,238
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.62$1.73$7.89$13.7$13.1$0.58
2023Detailed filing. Detailed filing data is available for this year.$9.31$2.01$7.30$12.3$12.7$0.47
2022Detailed filing. Detailed filing data is available for this year.$10.1$2.31$7.77$12.5$13.3$0.81
2021Detailed filing. Detailed filing data is available for this year.$9.46$0.87$8.59$12.1$12.8$0.64
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.86$9.23$14.3$12.9$1.43
2019Detailed filing. Detailed filing data is available for this year.$8.44$0.64$7.80$11.8$11.5$0.28
2018Detailed filing. Detailed filing data is available for this year.$8.63$1.10$7.53$10.9$10.9$0.03
2017Detailed filing. Detailed filing data is available for this year.$8.53$0.97$7.56$10.7$10.5$0.14
2016Detailed filing. Detailed filing data is available for this year.$8.20$0.78$7.42$10.7$10.2$0.50
2015Detailed filing. Detailed filing data is available for this year.$8.43$1.51$6.92$10.8$10.1$0.71
2014Summary only. Only limited summary data is available for this year.$8.61$2.40$6.21$10.3$9.73$0.55
2013Summary only. Only limited summary data is available for this year.$8.31$2.65$5.66$9.44$9.28$0.16
2012Summary only. Only limited summary data is available for this year.$8.73$3.23$5.50$9.24$8.88$0.36
2011Summary only. Only limited summary data is available for this year.$8.92$3.77$5.14$9.21$8.78$0.43
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $10M-$25M nonprofits