Civic Intelligence

Des Moines University Osteopathic Medical Center

990 • Fiscal year 2020 • EIN 42-0730347

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

3200 Grand AveDes Moines, IA 50312-4198

(515) 271-1585

Siviq Scores

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

Liabilities / Assets

37th percentile

0.19x

Higher debt load relative to assets than 37% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.61x

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

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Net Margin

58th percentile

6.3%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

72nd percentile

$767,035

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Asset Growth

41st percentile

2.7%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-6.7%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Assets

Up

$234,016,597

Up $6,203,271 (+2.7%) from 2019

Net Assets

Up

$190,046,504

Up $9,307,196 (+5.1%) from 2019

Liabilities

Down

$43,970,093

Down $3,103,925 (-6.6%) from 2019

Revenue

Down

$72,304,261

Down $5,195,227 (-6.7%) from 2019

Expenses

Up

$67,766,196

Up $142,146 (+0.2%) from 2019

Net Income

Down

$4,538,065

Down $5,337,373 (-54%) from 2019

Historical Trend

Balance Sheet Trend

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

$600M$400M$200M$0Assets 2012: $156,163,810Liabilities 2012: $49,783,953Net Assets 2012: $106,379,8572012Assets 2013: $173,492,654Liabilities 2013: $51,084,821Net Assets 2013: $122,407,8332013Assets 2014: $183,567,349Liabilities 2014: $45,051,189Net Assets 2014: $138,516,1602014Assets 2015: $187,379,680Liabilities 2015: $43,725,941Net Assets 2015: $143,653,7392015Assets 2016: $188,744,653Liabilities 2016: $45,422,367Net Assets 2016: $143,322,2862016Assets 2017: $203,207,188Liabilities 2017: $43,235,480Net Assets 2017: $159,971,7082017Assets 2018: $215,414,258Liabilities 2018: $43,200,344Net Assets 2018: $172,213,9142018Assets 2019: $227,813,326Liabilities 2019: $47,074,018Net Assets 2019: $180,739,3082019Assets 2020: $234,016,597Liabilities 2020: $43,970,093Net Assets 2020: $190,046,5042020Assets 2021: $450,267,375Liabilities 2021: $213,894,259Net Assets 2021: $236,373,1162021Assets 2022: $452,209,076Liabilities 2022: $223,803,535Net Assets 2022: $228,405,5412022Assets 2023: $512,471,225Liabilities 2023: $268,058,170Net Assets 2023: $244,413,0552023Assets 2025: $522,125,727Liabilities 2025: $245,210,817Net Assets 2025: $276,914,9102025

Highlighted filing

2020

Assets$234,016,597
Liabilities$43,970,093
Net Assets$190,046,504

Operations Trend

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

$150M$100M$50M$0Expenses 2012: $55,139,8612012Revenue 2013: $59,131,129Expenses 2013: $54,236,946Net Income 2013: $4,894,1832013Revenue 2014: $62,934,268Expenses 2014: $56,517,580Net Income 2014: $6,416,6882014Revenue 2015: $64,486,117Expenses 2015: $57,625,152Net Income 2015: $6,860,9652015Revenue 2016: $72,315,225Expenses 2016: $59,758,607Net Income 2016: $12,556,6182016Revenue 2017: $68,086,399Expenses 2017: $61,988,850Net Income 2017: $6,097,5492017Revenue 2018: $83,504,527Expenses 2018: $63,388,428Net Income 2018: $20,116,0992018Revenue 2019: $77,499,488Expenses 2019: $67,624,050Net Income 2019: $9,875,4382019Revenue 2020: $72,304,261Expenses 2020: $67,766,196Net Income 2020: $4,538,0652020Revenue 2021: $87,558,866Expenses 2021: $69,760,373Net Income 2021: $17,798,4932021Revenue 2022: $83,009,795Expenses 2022: $69,399,713Net Income 2022: $13,610,0822022Revenue 2023: $81,589,714Expenses 2023: $78,332,863Net Income 2023: $3,256,8512023Revenue 2025: $108,194,264Expenses 2025: $98,768,324Net Income 2025: $9,425,9402025

Highlighted filing

2020

Revenue$72,304,261
Expenses$67,766,196
Net Income$4,538,065
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$153,154,883
Mission and Program Overview

Mission

To improve lives in our global community by educating diverse groups of highly competent and compassionate health professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$127,332,358$118,844,190▼ $8,488,168
Land, Buildings, and Equipment, Net$58,003,635$60,083,230▲ $2,079,595
Investments Other Securities$24,122,133$30,350,944▲ $6,228,811
Savings and Temporary Cash Investments$4,077,533$10,637,180▲ $6,559,647
Other Notes and Loans Receivable, Net$4,384,122$4,714,916▲ $330,794
Prepaid Expenses and Deferred Charges$2,557,016$1,930,318▼ $626,698
Accounts Receivable$1,148,923$941,223▼ $207,700
Pledges and Grants Receivable$921,311$743,529▼ $177,782
Cash and Non-Interest-Bearing Accounts$1,475$1,475→ $0
Total Assets$227,813,326$234,016,597▲ $6,203,271
Other Assets Total$5,264,820$5,769,592▲ $504,772
Liabilities
Tax Exempt Bond Liabilities$23,310,141$22,108,815▼ $1,201,326
Accounts Payable and Accrued Expenses$5,812,859$7,026,749▲ $1,213,890
Grants Payable$6,275,879$6,049,604▼ $226,275
Other Liabilities$3,323,002$4,421,795▲ $1,098,793
Deferred Revenue$3,976,465$4,239,809▲ $263,344
Mortgage Notes Payable Secured by Investment Property$4,229,976$0▼ $4,229,976
Escrow Account Liability$145,696$123,321▼ $22,375
Total Liabilities$47,074,018$43,970,093▼ $3,103,925
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$162,671,301$171,977,923▲ $9,306,622
Net Assets With Donor Restrictions$18,068,007$18,068,581▲ $574
Total Net Assets Fund Balance$180,739,308$190,046,504▲ $9,307,196
Total Liabilities and Net Assets / Fund Balance$227,813,326$234,016,597▲ $6,203,271

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$36,092,725$40,798,086$76,890,811
Equipment$7,560,796$12,057,861$19,618,657
Land$13,367,936-$13,367,936
Other Land Buildings$3,061,773$1,444,063$4,505,836
Other Securities$444,807--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$77,968,795$1,226,962▲ $6,905,603$20,032,320$63,737,375
2018$75,849,269$1,876,253▲ $7,708,939$5,732,650$77,968,795
2017$73,928,536$888,517▲ $8,368,147$5,836,314$75,849,269
2016$67,332,355$692,285▲ $12,776,831$5,224,307$73,928,536
2015$75,118,707$1,427,770▼ $2,112,047$5,499,181$67,332,355
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angela L Walker Franklin PhdPresident, CEOFT$611,214$155,821$767,035
Ralitsa Akins Md PhdProvostFT$375,504$28,539$404,043
Mark J PeifferSenior VP and CFOFT$306,072$24,165$330,237
Robert Yoho DpmDeanFT$255,143$59,616$314,759
Jose Figueroa Casanova DoFacultyFT$265,592$35,908$301,500
Jodi Cahalan PhdDeanFT$237,585$58,964$296,549
Jennifer Latterell DoAssociate DeanFT$241,872$52,762$294,634
Steven Harder DoFacultyFT$214,431$78,110$292,541
Adrian Woolley DoFacultyFT$231,140$58,530$289,670
Katherine Heineman DoFacultyFT$236,021$33,647$269,668
Steven Halm DoDeanFT$177,791$35,554$213,345
Mary a Radia DoSecretary,guest Lecturer-$1,050-$1,050
Jay ChristensenTreasurer,guest Lecturer-$300-$300

Highest Paid Contractors

ContractorServicesLocationCompensation
Graham Construction CompanyGeneral Contractor421 GRAND AVE, Des Moines, IA 50309$4,635,566
Ug2 LLCFacilities ManagementPO BOX 5972, Springfield, MA 01101-5972$2,770,951
WorkspaceConsulting Service309 LOCUST STREET, Des Moines, IA 50309$1,161,423
Avi Systems INCTechnology Services3001 104TH ST, Urbandale, IA 50322$877,447
Aladdin Food Management ServicesFood Service4135 SOUTH STREAM BLVD STE 250, Charlotte, NC 28217$484,531
Revenue and Support

Revenue Composition

Contributions and Grants
$5,658,470
Program Service Revenue
$65,105,454
Investment Income
$1,089,950
Other Revenue
$450,387
All Other Contributions
$4,177,334
Change in Net Assets
$4,538,065

Audited Revenue Reconciliation

Revenue per Audited Statements
$68,626,347
Revenue Not Reported on Financial Statements
$3,677,914
Revenue Not Reported on Form 990
$5,883,988
Other Revenue Adjustments
$3,142,340
Total Revenue per Audited Statements
$74,510,335
Total Revenue per Form 990
$72,304,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$40,177,459
Other Expenses$25,230,497
Grants and Similar Amounts Paid$2,355,807
Total Fundraising Expense$1,249,925
Professional Fundraising Fees$2,433

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$23,329,783$5,623,459$803,632$29,756,874
Fees for Services Other$3,420,538$1,448,054$421$4,869,013
Depreciation Depletion$2,764,291$1,727,635-$4,491,926
Information Technology$290,861$3,298,365$7,349$3,596,575
Other Employee Benefits$2,617,681$799,377$104,615$3,521,673
Current Officers, Directors, Trustees, and Key Employees$964,874$1,523,439-$2,488,313
Grants to Domestic Individuals$2,355,807--$2,355,807
Pension Plan Contributions$1,780,110$432,626$66,438$2,279,174
Payroll Taxes$1,621,141$455,472$54,812$2,131,425
All Other Expenses$1,583,962$451,341$90,693$2,125,996
Occupancy$1,712,571$400,004-$2,112,575
Office Expenses$1,009,549$234,143$15,059$1,258,751
Interest$723,274$194,822-$918,096
Fees for Service Investment Mgmnt Fees-$535,574-$535,574
Insurance$85,979$344,477-$430,456
Travel$291,716$74,338$50,998$417,052
Advertising-$303,692-$303,692
Fees for Services Legal-$163,996-$163,996
Conferences and Meetings$41,765-$53,475$95,240
Fees for Services Accounting-$83,693-$83,693
Fees for Services Lobbying$25,548--$25,548
Other Expenses$0$4,100-$4,100
Fees for Services Professional Fundraising--$2,433$2,433
Total Functional Expenses$48,319,617$18,196,654$1,249,925$67,766,196

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$67,766,196
Total Expenses per Audited Statements$65,203,139
Expenses per Audited Statements$65,109,957
Expenses Not Reported on Financial Statements$2,656,239
Other Expense Adjustments$2,120,665
Expenses Not Reported on Form 990$93,182
International Activity

International Summary

Offices
0
Employees
0
Spending
$14,121,504

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestmentsFaculty Travel - Global Health Program Services00$14,111,766
Sub-saharan AfricaProgram ServicesFaculty Travel - Global Health Program Services00$4,627
South AmericaProgram Services-00$2,849
Central America and the CaribbeanProgram ServicesFaculty Travel - Global Health Program Services00$1,967
East Asia and the PacificProgram ServicesFaculty Travel - Global Health Program Services00$295
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$31,290
Fundraising Gross Income$25,050
Professional Fundraising Fees$2,433

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholarship Dinner$321,392$25,050$6,979$18,071
Total Events$321,392$25,050$31,290$-6,240
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Int Rate Swap Liab$4,421,795

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIowa Higher Education Loan Authority2018-09-25$23,505,000Refund prior issues (6/25/03 & 6/2/04)

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$23,505,000-$1,215,000$196,852

Bond Financing Compliance

No rebate due
Yes
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
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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 11B

Before form 990 is filed, an electronic copy is made available to all board members on the board of trustees' portal. The audit and compliance committee meets to review form 990 and votes to approve filing of the 990 prior to submission.

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

In accordance with the university's conflict of interest policy, all trustees, the president, and executive leadership team members with the university must complete and sign a conflict of interest disclosure statement annually, including initial disclosure at the beginning of their service, and disclose any new potential conflicts as they develop. The chief compliance officer reviews initial and annual disclosure statements and potential conflicts are reviewed annually by the audit and compliance committee. The policy is administered by the chair of the board for the board of trustees and the president. The policy is administered by the chief compliance officer for executive leadership team members. Additionally, the university's external audit firm reviews the disclosure statements as part of their annual audit and reports findings to the audit and compliance committee of the board. A conflict of interest exists (1) when an individual obtains or appears to obtain an improper gain or advantage as a result of his/her activities on behalf of the university, (2) when his/her activities advance or appear to advance his/her own interests or those of another rather than the interests of the university, or (3) when his/her actions adversely affect or appear to adversely affect the best interests of the university. Individuals shall not participate in discussions, votes, or other representations on previously disclosed or newly developed conflicts of interest.

Form 990, Part VI, Section B, Line 15

The organization has a method and process which includes gathering comparative data from external sources for rating positions and determining compensation. Salary ranges have been established for all university positions based on market value. In instances where sufficient comparative data is not available, the organization utilizes membership in an employer's association which provides human resources services in several areas including hr consulting, compensation, and compliance. The executive committee reviews salaries and ranges of executive leadership team members in may for salaries effective the following july 1st. This includes salaries for the positions of senior vp and chief financial officer, provost, deans, vice presidents, chief information officer, chief compliance officer, chief strategic communications officer, chief development officer, chief external and governmental affairs officer, chief diversity officer, executive director - clinic, and chief human resources officer. For the university president/ceo, the executive committee serves as the compensation committee and evaluates the president's contract and associated salary based upon comparable data and established ranges. The performance evaluation is an important component of the evaluation process. The board of trustees approves president's contract and salary based upon comparable data and president's performance evaluation. An external evaulation was completed to ensure alignment with the market rate for the current salary. The university also contracts with an independent compensation consultant every three years to complete a comprehensive analysis of the total compensation for the president/ceo.

Form 990, Part VI, Section C, Line 19

Audit report is made available online through the municipal securities rulemaking board website for electronic municipal market access. Governing documents and conflict of interest policy are not available to the public.

Filing and Contact Details

Filer

Filer Name
Des Moines University Osteopathic
EIN
42-0730347
Phone
5152711585
Address
3200 GRAND AVE, DES MOINES, IA 50312-4198
Doing Business As
Des Moines University

Signing Officer

Name
Mark J Peiffer
Title
Senior VP and CFO
Phone
5152711585
Signed
2020-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela L Walker Franklin
Formed
1898
Legal Domicile
Ia
Voting Board Members
22
Independent Board Members
20
Employees
1,240
Volunteers
647

Preparer

Firm
Rsm US Llp
Address
201 FIRST ST SE SUITE 800, CEDAR RAPIDS, IA 52401
Preparer
Carley Lane
Phone
3192985333
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6:VOLUNTEERS

Volunteers are made up of board members, guest classroom lecturers, preceptors for clinical rotations and student volunteers for community service activities.

FORM 990, PART I, LINE 5:EMPLOYEES

The number of individuals employed during calendar year 2018 includes 149 guest lecturers and 585 student teaching and research assistants.

FORM 990, PART XI, LINE 9:

Unrealized loss on bond interest rate swap -1,098,793. Losses on uncollectible pledges -9,689.

Financial Statement Notes

PART IV, LINE 2B:

Funds held in escrow for future tuition payments total $12,808. Deposits held in custody for student organizations total $110,513.

PART V, LINE 4:

Endowment funds are intended to provide scholarships for students and support programs and facilities.

PART X, LINE 2:

The university is recognized as exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The university may be subject to federal and state income taxes on any net income from unrelated business activities. The university files a form 990 (return of organization exempt from income tax) annually and unrelated business taxable income (ubit) is reported on form 990-t, as appropriate. Management has evaluated their material tax positions, which include such matters as the tax exempt status and various positions relative to potential sources of ubit. As of june 30, 2020 and 2019, there were no uncertain tax benefits identified and recorded as a liability.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Rental expenses reported as expense on audited f/s -55,517. Event expenses reported as expense on audited f/s -31,290. Scholarships & tuition discounts reported net in revenue on audited f/s 2,130,354. Unrealized loss on bond interest rate swap 1,098,793.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses reported as expense on audited f/s 55,517. Event expenses reported as expense on audited f/s 31,290.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Scholarships & tuition discounts reported net in revenue on audited f/s 2,130,354. Losses on uncollectible pledges reported as expense on audited f/s -9,689.

Part V, Line 1E, Column (A)

The other expenditures amount of $20,032,320 includes a transfer of $14,169,010 from board designated funds to undesignated funds during fiscal year ending june 30, 2020.

Raw XML AppendixShowing 400 of 1,236 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/ContractorCompensationGrp/ServicesDesc3TECHNOLOGY SERVICES
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IRS990/Desc0THE UNIVERSITY PROVIDED HEALTH SCIENCE EDUCATION SERVICES TO AN ENROLLMENT OF 1,532 STUDENTS DURING THE FISCAL YEAR ENDED 6/30/20. THE UNIVERSITY COMPRISES THREE COLLEGES OFFERING EIGHT GRADUATE DEGREE PROGRAMS AND ADDITIONAL EDUCATION OPPORTUNITIES WHICH ALL SHARE A COLLECTIVE STRENGTH, WHICH IS A COLLABORATIVE CAMPUS COMMUNITY WHERE STUDENTS AND FACULTY COME TOGETHER IN THE PURSUIT OF KNOWLEDGE. THE PROGRAMS SHARE A SINGULAR MISSION, WHICH IS TO DEVELOP DISTINCTIVE HEALTH PROFESSIONALS COMMITTED TO HEALTH PROMOTION, THE DISCOVERY OF KNOWLEDGE AND SERVICE TO THE COMMUNITY. THE UNIVERSITY PROVIDES STUDENTS WITH THE KNOWLEDGE AND SKILLS NEEDED TO BECOME HEALTH CARE PROFESSIONALS DEDICATED TO MAINTAINING AND RESTORING THE HEALTH OF THEIR PATIENTS. CLASSROOM INSTRUCTION AND CLINICAL TRAINING, WHICH IS ORGANIZED ON A NATIONAL LEVEL AND AT THE UNIVERSITY'S CLINIC, ARE PRESENTED IN AN ATMOSPHERE WHERE HUMANITARIAN CONCERNS, SCHOLARLY ACTIVITY AND HEALTH CARE DELIVERY SUPPORT THE PRIMARY PURPOSE OF TEACHING AND LEARNING.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT, CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1PROVOST
IRS990/Form990PartVIISectionAGrp/TitleTxt2SENIOR VP AND CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3DEAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4FACULTY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DEAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6FACULTY
IRS990/Form990PartVIISectionAGrp/TitleTxt7FACULTY
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASSOCIATE DEAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9FACULTY
IRS990/Form990PartVIISectionAGrp/TitleTxt10DEAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY,GUEST LECTURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER,GUEST LECTURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt33TRUSTEE
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$522$245$277$108$98.8$9.43
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$512$268$244$81.6$78.3$3.26
2022Summary only. Only limited summary data is available for this year.$452$224$228$83.0$69.4$13.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$450$214$236$87.6$69.8$17.8
2020Detailed filing. Detailed filing data is available for this year.$234$44.0$190$72.3$67.8$4.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$228$47.1$181$77.5$67.6$9.88
2018Summary only. Only limited summary data is available for this year.$215$43.2$172$83.5$63.4$20.1
2017Summary only. Only limited summary data is available for this year.$203$43.2$160$68.1$62.0$6.10
2016Detailed filing. Detailed filing data is available for this year.$189$45.4$143$72.3$59.8$12.6
2015Detailed filing. Detailed filing data is available for this year.$187$43.7$144$64.5$57.6$6.86
2014Detailed filing. Detailed filing data is available for this year.$184$45.1$139$62.9$56.5$6.42
2013Summary only. Only limited summary data is available for this year.$173$51.1$122$59.1$54.2$4.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$156$49.8$106$55.1
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $100M-$250M nonprofits