Civic Intelligence

Bartels Lutheran Home

990 • Fiscal year 2016 • EIN 42-0752685

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileWWW.BARTELSCOMMUNITY.ORG

View Organization Page

1922 5th Ave NWWaverly, IA 50677

(319) 352-4540

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.71x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

1.94x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

68th percentile

8.3%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

33rd percentile

$186,338

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

50th percentile

2.4%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

7.1%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$37,318,599

Up $870,616 (+2.4%) from 2015

Net Assets

Up

$10,883,319

Up $1,162,860 (+12%) from 2015

Liabilities

Down

$26,435,280

Down $292,244 (-1.1%) from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin68th percentile

Revenue

Up

$13,635,063

Up $908,617 (+7.1%) from 2015

Expenses

Up

$12,507,221

Up $83,466 (+0.7%) from 2015

Net Income

Up

$1,127,842

Up $825,151 (+273%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$60M$40M$20M$0Assets 2010: $28,790,849Liabilities 2010: $22,876,462Net Assets 2010: $5,914,3872010Assets 2011: $29,430,499Liabilities 2011: $22,867,388Net Assets 2011: $6,563,1112011Assets 2012: $31,040,774Liabilities 2012: $23,508,435Net Assets 2012: $7,532,3392012Assets 2013: $32,710,641Liabilities 2013: $24,549,630Net Assets 2013: $8,161,0112013Assets 2014: $35,658,514Liabilities 2014: $26,176,920Net Assets 2014: $9,481,5942014Assets 2015: $36,447,983Liabilities 2015: $26,727,524Net Assets 2015: $9,720,4592015Assets 2016: $37,318,599Liabilities 2016: $26,435,280Net Assets 2016: $10,883,3192016Assets 2017: $39,260,874Liabilities 2017: $27,679,990Net Assets 2017: $11,580,8842017Assets 2018: $39,596,121Liabilities 2018: $29,977,223Net Assets 2018: $9,618,8982018Assets 2019: $40,580,761Liabilities 2019: $31,006,928Net Assets 2019: $9,573,8332019Assets 2020: $42,469,243Liabilities 2020: $31,271,913Net Assets 2020: $11,197,3302020Assets 2021: $42,494,950Liabilities 2021: $32,030,652Net Assets 2021: $10,464,2982021Assets 2022: $41,023,318Liabilities 2022: $33,519,518Net Assets 2022: $7,503,8002022Assets 2023: $41,682,842Liabilities 2023: $34,307,716Net Assets 2023: $7,375,1262023Assets 2024: $42,207,700Liabilities 2024: $35,842,831Net Assets 2024: $6,364,8692024

Highlighted filing

2016

Assets$37,318,599
Liabilities$26,435,280
Net Assets$10,883,319
Open 2016 Filing

Operations Trend

Revenue Growth64th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,480,4152010Revenue 2011: $10,712,497Expenses 2011: $10,018,083Net Income 2011: $694,4142011Revenue 2012: $11,881,901Expenses 2012: $10,940,467Net Income 2012: $941,4342012Revenue 2013: $12,280,029Expenses 2013: $11,632,494Net Income 2013: $647,5352013Revenue 2014: $13,369,639Expenses 2014: $11,933,897Net Income 2014: $1,435,7422014Revenue 2015: $12,726,446Expenses 2015: $12,423,755Net Income 2015: $302,6912015Revenue 2016: $13,635,063Expenses 2016: $12,507,221Net Income 2016: $1,127,8422016Revenue 2017: $13,197,804Expenses 2017: $12,537,674Net Income 2017: $660,1302017Revenue 2018: $11,738,347Expenses 2018: $12,197,591Net Income 2018: -$459,2442018Revenue 2019: $13,167,502Expenses 2019: $13,245,977Net Income 2019: -$78,4752019Revenue 2020: $15,043,575Expenses 2020: $13,490,631Net Income 2020: $1,552,9442020Revenue 2021: $12,251,707Expenses 2021: $12,937,352Net Income 2021: -$685,6452021Revenue 2022: $12,204,460Expenses 2022: $14,677,738Net Income 2022: -$2,473,2782022Revenue 2023: $14,170,458Expenses 2023: $14,756,938Net Income 2023: -$586,4802023Revenue 2024: $14,522,024Expenses 2024: $15,669,405Net Income 2024: -$1,147,3812024

Highlighted filing

2016

Revenue$13,635,063
Expenses$12,507,221
Net Income$1,127,842
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$13,662,951
Mission and Program Overview

Mission

Bartels lutheran retirement community offers multilevel retirement living options and enriches lives through quality services and christian care.

Bartels lutheran retirement community offers multilevel retirement living options and enhances lives through quality services and christian care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$22,007,364$23,092,284▲ $1,084,920
Savings and Temporary Cash Investments$10,535,768$10,943,594▲ $407,826
Pledges and Grants Receivable-$594,292-
Accounts Receivable$475,269$547,356▲ $72,087
Investments Other Securities$122,251$125,270▲ $3,019
Prepaid Expenses and Deferred Charges$71,684$75,024▲ $3,340
Inventories for Sale or Use$55,868$70,837▲ $14,969
Cash and Non-Interest-Bearing Accounts$400$400→ $0
Total Assets$36,447,983$37,318,599▲ $870,616
Other Assets Total$3,179,379$1,869,542▼ $1,309,837
Liabilities
Deferred Revenue$12,469,162$14,024,676▲ $1,555,514
Tax Exempt Bond Liabilities$13,304,285$11,514,558▼ $1,789,727
Accounts Payable and Accrued Expenses$689,810$608,418▼ $81,392
Other Liabilities$264,267$287,628▲ $23,361
Total Liabilities$26,727,524$26,435,280▼ $292,244
Net Assets / Fund Balance
Unrestricted Net Assets$9,253,202$9,476,735▲ $223,533
Temporarily Rstr Net Assets$347,602$1,284,254▲ $936,652
Permanently Rstr Net Assets$119,655$122,330▲ $2,675
Total Net Assets Fund Balance$9,720,459$10,883,319▲ $1,162,860
Total Liabilities and Net Assets / Fund Balance$36,447,983$37,318,599▲ $870,616

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$20,721,750$10,302,275$31,024,025
Equipment$1,389,137$2,505,432$3,894,569
Land$981,397-$981,397
Other Assets Org$130,249--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$119,655$2,675--$122,330
2015$119,865--$210$119,655
2014$118,962$1,330▲ $1,573$2,000$119,865
2013$119,382$1,000▲ $1,580$3,000$118,962
2012$85,454$35,000▲ $4,072$3,000$119,382
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra SchroederPresident/CEOFT$153,652$32,686$186,338
Cynthia SchakeVP of Business ServicesFT$103,991$5,328$109,319

Board Members and Trustees

NameTitle
Paula GeiseChair
Dr Anne RathePast Chair
Pam BrickmanVice Chair
Bob BrunkhorstDirector
Joan HeadingtonDirector
Mark AndersonDirector
Rich CarlsonDirector
Steve EgliDirector
Mike LittererSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Morrison MgmntDining Services5801 PEACHTREE DUNWOODY ROAD, Atlanta, GA 30342$962,790
Northern Iowa TherapyTherapy Services1810 4TH ST SW SUITE 103, Waverly, IA 50677$529,787
Steege ConstructionConstruction2601 EASTON AVE, Waverly, IA 50677$449,933
Cedar Valley Building SupplySub-contractor431 E DUNKERTON ROAD, Dunkerton, IA 50626$376,786
Crystal Heating & PlumbingHvac/plumbing1210 WEST BREMER AVE, Waverly, IA 50677$242,735
Revenue and Support

Revenue Composition

Contributions and Grants
$1,249,331
Program Service Revenue
$12,190,776
Investment Income
$194,956
Other Revenue
$0
All Other Contributions
$1,018,070
Change in Net Assets
$1,127,842

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,633,174
Revenue Not Reported on Financial Statements
$1,889
Revenue Not Reported on Form 990
$35,018
Other Revenue Adjustments
$1,889
Total Revenue per Audited Statements
$13,668,192
Total Revenue per Form 990
$13,635,063
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,053,877
Other Expenses$5,379,974
Total Fundraising Expense$150,369
Professional Fundraising Fees$73,370
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,395,348$279,181$63,875$5,738,404
Depreciation Depletion$1,136,269--$1,136,269
Occupancy$625,288$25,853-$651,141
Interest$592,853--$592,853
Other Employee Benefits$447,200$46,001$257$493,458
Payroll Taxes$388,046$45,721$4,428$438,195
Other Expenses$408,571$110,421-$408,571
All Other Expenses$39,274$332,192-$371,466
Office Expenses$337,921$12,897$8,439$359,257
Current Officers, Directors, Trustees, and Key Employees-$295,657-$295,657
Pension Plan Contributions$67,856$20,307-$88,163
Fees for Services Professional Fundraising--$73,370$73,370
Travel$40,800--$40,800
Advertising$23,606$13,445-$37,051
Fees for Services Accounting-$28,085-$28,085
Fees for Service Investment Mgmnt Fees-$16,932-$16,932
Conferences and Meetings$3,711$3,512-$7,223
Fees for Services Legal-$3,899-$3,899
Total Functional Expenses$11,122,749$1,234,103$150,369$12,507,221

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,507,221
Total Expenses per Form 990$12,507,221
Total Expenses per Audited Statements$12,505,332
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-1,889
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$73,370
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Richard SchroederSpouse to President/ceoCompensation Paid as Ev Construction CoordinatorNo$44,883
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Comp Liability$287,628

Bond Issues

BondIssuerIssuedIssue PricePurpose
ABremer County Iowa Series 2005 a and Series 2005 B2005-10-20$15,114,764REFINANCE OF 1999 BONDS
CIowa Finance Authority2015-11-18$8,595,000REFINANCE OF 2005 BONDS
BBremer County Iowa Series 2005 C2005-10-20$2,500,000Refinance of 1999 bonds and to purchase land, buildings and equipment

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$15,114,764$13,750,658-$302,296
C$8,595,000$8,430,503-$164,497
B$2,500,000$1,278,270-$50,000

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
No
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 family members
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization is made up of member corporate churches.”

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

“The organization is made up of member corporate churches who send delegates from their respective congregations to the annual meeting. The delegates approve and install the board of directors and memorial foundation trustees.”

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

“Each board member will receive an electronic copy of form 990 for their review prior to submission.”

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

“Annual disclosure of conflict of interest and requirement to notify. Board members abstain from voting on motions that represent a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The executive committee of the board sets compensation for the ceo based upon performance, merit, and leading age state and national salary survey comparisons. The decision process is documented in the board minutes. The ceo determines compensation for other key employees.”

Form 990, Part VI, Section C, Line 19

“All documents are made available to the public as required upon request. The financial statements are also available on the guidestar website and at www.bartelscommunity.org”

Filing and Contact Details

Filer

Filer Name
Bartels Lutheran Home
EIN
42-0752685
Phone
3193524540
Address
1922 5TH AVE NW, WAVERLY, IA 50677
Doing Business As
Bartels Lutheran Retirement Community

Signing Officer

Name
Debra Schroeder
Title
President & CEO
Phone
3193524540
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Schroeder
Formed
1950
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
355
Volunteers
152

Preparer

Firm
Ryun Givens & Company Plc
Address
2900 100TH STREET SUITE 301, URBANDALE, IA 50322
Preparer
Curtis E Brand CPA
Phone
5152253141
Supplemental Narrative

Additional Explanations

Form 990. Part XI, Line 2C

“The board of directors are responsible for the financial statements and the audit of the organization. The board is also responsible for selecting the independant auditors to perform the audit. There has been no change in the process from the prior year.”

Amended Return

“The return is being amended to include schedule l, part iv which was inadvertantly omitted from the original filed return. Also, form 990, page 4, part iv, line 28b is now marked as yes.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds have been established for employee scholarships.”

PART X, LINE 2:

“The organization has adopted the accounting standard regarding "accounting for uncertain tax positions". This standard provides detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions recognized in the entity's financial statements. It requires an entity to recognize the financial statement benefit of a tax position when it is more likely than not that the position will be sustained upon examination. The adoption of this standard had no material effect on the organization's financial position, results of operations, or cash flow.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on disposal of fixed assets -14,505. Amounts reclassified to expenses 16,394.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposal of fixed assets 14,505. Amounts reclassified from revenues -16,394.”

Raw XML AppendixShowing 400 of 851 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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IRS990/Form990PartVIISectionAGrp/PersonNm4JOAN HEADINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm5BOB BRUNKHORST
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm7RICH CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm8STEVE EGLI
IRS990/Form990PartVIISectionAGrp/PersonNm9DEBRA SCHROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm10CYNTHIA SCHAKE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP OF BUSINESS SERVICES
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENHANCES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09720459
IRS990/NetAssetsOrFundBalancesEOYAmt010883319
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-11497
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt035018
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/TotalAmt0651141
IRS990/OfficeExpensesGrp/FundraisingAmt08439
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012897
IRS990/OfficeExpensesGrp/ProgramServicesAmt0337921
IRS990/OfficeExpensesGrp/TotalAmt0359257
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0447200
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0493458
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IRS990/OtherExpensesGrp/ProgramServicesAmt0589033
IRS990/OtherExpensesGrp/ProgramServicesAmt1472065
IRS990/OtherExpensesGrp/ProgramServicesAmt2554908
IRS990/OtherExpensesGrp/ProgramServicesAmt3408571
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IRS990/OtherExpensesGrp/TotalAmt1582486
IRS990/OtherExpensesGrp/TotalAmt2554908
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0279181
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05395348
IRS990/OtherSalariesAndWagesGrp/TotalAmt05738404
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04428
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt045721
IRS990/PayrollTaxesGrp/ProgramServicesAmt0388046
IRS990/PayrollTaxesGrp/TotalAmt0438195
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt020307
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt067856
IRS990/PensionPlanContributionsGrp/TotalAmt088163
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0594292
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt071684
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt075024
IRS990/PrincipalOfficerNm0DEBRA SCHROEDER
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
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IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1MEDICARE/MEDICAID PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc2EH ADVANCE DEPOSITS
IRS990/ProgramServiceRevenueGrp/Desc3MEALS/CABLE/VENDING
IRS990/ProgramServiceRevenueGrp/Desc4BEAUTICIAN RENT
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt115473
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06929407
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14708749
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06929407
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14708749
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2504554
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt332593
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt415473
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYOtherExpensesAmt05625793
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt011923491
IRS990/PYRevenuesLessExpensesAmt0302691
IRS990/PYSalariesCompEmpBnftPaidAmt06797962
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt026873
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01247703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0313067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0438197
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0124567
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0111103
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011798807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011291278
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt048066

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,318,599
Liabilities
$26,435,280
Net assets
$10,883,319
Revenue
$13,635,063
Expenses
$12,507,221
Net income
$1,127,842
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.2$35.8$6.36$14.5$15.7$1.15
2023Summary only. Only limited summary data is available for this year.$41.7$34.3$7.38$14.2$14.8$0.59
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.0$33.5$7.50$12.2$14.7$2.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.5$32.0$10.5$12.3$12.9$0.69
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.5$31.3$11.2$15.0$13.5$1.55
2019Summary only. Only limited summary data is available for this year.$40.6$31.0$9.57$13.2$13.2$0.08
2018Summary only. Only limited summary data is available for this year.$39.6$30.0$9.62$11.7$12.2$0.46
2017Summary only. Only limited summary data is available for this year.$39.3$27.7$11.6$13.2$12.5$0.66
2016Detailed filing. Detailed filing data is available for this year.$37.3$26.4$10.9$13.6$12.5$1.13
2015Detailed filing. Detailed filing data is available for this year.$36.4$26.7$9.72$12.7$12.4$0.30
2014Detailed filing. Detailed filing data is available for this year.$35.7$26.2$9.48$13.4$11.9$1.44
2013Detailed filing. Detailed filing data is available for this year.$32.7$24.5$8.16$12.3$11.6$0.65
2012Summary only. Only limited summary data is available for this year.$31.0$23.5$7.53$11.9$10.9$0.94
2011Summary only. Only limited summary data is available for this year.$29.4$22.9$6.56$10.7$10.0$0.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$22.9$5.91$9.48
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $25M-$50M nonprofits