Civic Intelligence

Herman L Rowley Memorial Trust

990 • Fiscal year 2017 • EIN 42-0807103

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 12, 2017

Organization ProfileWWW.ROWLEYMASONICCOMMUNITY.ORG
1300 28th StreetPerry, IA 50220

(515) 465-5316

Siviq Scores

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

Liabilities / Assets

86th percentile

0.81x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

3.33x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

13th percentile

-15%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

18th percentile

$83,448

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

18th percentile

-3.3%

Faster asset growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

4.1%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$20,277,691

Down $690,813 (-3.3%) from 2016

Net Assets

Down

$3,891,287

Down $722,650 (-16%) from 2016

Liabilities

Up

$16,386,404

Up $31,837 (+0.2%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin13th percentile

Revenue

Up

$4,921,654

Up $195,211 (+4.1%) from 2016

Expenses

Up

$5,653,011

Up $437,534 (+8.4%) from 2016

Net Income

Down

-$731,357

Down $242,323 (-50%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$30M$20M$10M$0-$10MAssets 2011: $9,533,395Liabilities 2011: $3,719,593Net Assets 2011: $5,813,8022011Assets 2012: $9,418,717Liabilities 2012: $3,625,260Net Assets 2012: $5,793,4572012Assets 2013: $9,788,306Liabilities 2013: $3,944,128Net Assets 2013: $5,844,1782013Assets 2014: $21,088,280Liabilities 2014: $15,143,990Net Assets 2014: $5,944,2902014Assets 2015: $23,479,120Liabilities 2015: $18,306,146Net Assets 2015: $5,172,9742015Assets 2016: $20,968,504Liabilities 2016: $16,354,567Net Assets 2016: $4,613,9372016Assets 2017: $20,277,691Liabilities 2017: $16,386,404Net Assets 2017: $3,891,2872017Assets 2018: $19,285,174Liabilities 2018: $16,728,848Net Assets 2018: $2,556,3262018Assets 2019: $19,284,402Liabilities 2019: $18,459,172Net Assets 2019: $825,2302019Assets 2020: $19,200,454Liabilities 2020: $19,973,834Net Assets 2020: -$773,3802020Assets 2021: $19,200,454Liabilities 2021: $19,973,834Net Assets 2021: -$773,3802021Assets 2022: $848,098Liabilities 2022: $848,098Net Assets 2022: $02022Assets 2023: $800,527Liabilities 2023: $848,098Net Assets 2023: -$47,5712023Assets 2024: $292,632Liabilities 2024: $393,829Net Assets 2024: -$101,1972024Assets 2025: $542,085Liabilities 2025: $393,829Net Assets 2025: $148,2562025

Highlighted filing

2017

Assets$20,277,691
Liabilities$16,386,404
Net Assets$3,891,287
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,901,608Expenses 2011: $3,952,627Net Income 2011: -$51,0192011Expenses 2012: $4,002,4532012Revenue 2013: $4,352,493Expenses 2013: $4,209,515Net Income 2013: $142,9782013Revenue 2014: $4,364,464Expenses 2014: $4,240,172Net Income 2014: $124,2922014Revenue 2015: $3,889,596Expenses 2015: $4,599,885Net Income 2015: -$710,2892015Revenue 2016: $4,726,443Expenses 2016: $5,215,477Net Income 2016: -$489,0342016Revenue 2017: $4,921,654Expenses 2017: $5,653,011Net Income 2017: -$731,3572017Revenue 2018: $4,439,198Expenses 2018: $5,783,258Net Income 2018: -$1,344,0602018Revenue 2019: $4,138,344Expenses 2019: $5,869,440Net Income 2019: -$1,731,0962019Revenue 2020: $4,324,795Expenses 2020: $5,923,405Net Income 2020: -$1,598,6102020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $773,380Expenses 2022: $0Net Income 2022: $773,3802022Revenue 2023: $0Expenses 2023: $47,571Net Income 2023: -$47,5712023Revenue 2024: $6,844Expenses 2024: $60,470Net Income 2024: -$53,6262024Revenue 2025: $1,079,917Expenses 2025: $830,464Net Income 2025: $249,4532025

Highlighted filing

2017

Revenue$4,921,654
Expenses$5,653,011
Net Income-$731,357
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
Gross Receipts
$4,921,654
Mission and Program Overview

Mission

Providing meaningful quality of life to its residents through restorative and maintenance health care services to those individuals within the masonic fraternity, their dependents and the extended community at large, as they transition from independence to a higher level of care.

Providing meaningful quality of life to its residents through restorative and maintenance health care services to those individuals within the masonic fraternity, their dependents and the extended community at large, as they transition from independence to a higher calling.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$20,177,699$19,504,152▼ $673,547
Accounts Receivable$311,458$350,959▲ $39,501
Savings and Temporary Cash Investments$310,692$271,163▼ $39,529
Investments in Publicly Traded Securities$127,162$112,127▼ $15,035
Prepaid Expenses and Deferred Charges$12,646$29,161▲ $16,515
Cash and Non-Interest-Bearing Accounts$15,020--
Inventories for Sale or Use$12,475$8,777▼ $3,698
Total Assets$20,968,504$20,277,691▼ $690,813
Other Assets Total$1,352$1,352→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$13,291,818$13,150,273▼ $141,545
Tax Exempt Bond Liabilities$2,458,579$2,465,693▲ $7,114
Accounts Payable and Accrued Expenses$327,902$557,747▲ $229,845
Other Liabilities$271,768$212,691▼ $59,077
Deferred Revenue$4,500--
Total Liabilities$16,354,567$16,386,404▲ $31,837
Net Assets / Fund Balance
Unrestricted Net Assets$4,562,106$3,831,749▼ $730,357
Temporarily Rstr Net Assets$51,831$59,538▲ $7,707
Total Net Assets Fund Balance$4,613,937$3,891,287▼ $722,650
Total Liabilities and Net Assets / Fund Balance$20,968,504$20,277,691▼ $690,813

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,100,796$4,020,264$20,121,060
Equipment$2,936,232$1,408,264$4,344,496
Land$467,124-$467,124
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lucinda L FriessAdministratorFT$75,198$8,250$83,448

Board Members and Trustees

NameTitle
Michael FletcherChairman
Kyle GordonVice Chairman
Lyle MillerTrustee
Neil PaulsenTrustee
John PowellSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$47,190
Program Service Revenue
$4,766,808
Investment Income
$15,172
Other Revenue
$92,484
All Other Contributions
$47,190
Change in Net Assets
$-731,357

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,921,654
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$8,707
Total Revenue per Audited Statements
$4,930,361
Total Revenue per Form 990
$4,921,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,277,599
Salaries, Compensation, and Employee Benefits$2,375,412
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,903,395$54,037-$1,957,432
Occupancy$673,758$164,298-$838,056
Depreciation Depletion$673,545--$673,545
Fees for Services Other$505,224--$505,224
Interest$373,985--$373,985
Payroll Taxes$142,360$12,558-$154,918
Insurance$98,745--$98,745
Current Officers, Directors, Trustees, and Key Employees-$93,999-$93,999
Other Employee Benefits$75,288$13,455-$88,743
Pension Plan Contributions$61,904$18,416-$80,320
Information Technology$18,091$23,276-$41,367
Other Expenses$25,216$10,330-$35,546
Fees for Services Accounting-$28,700-$28,700
Office Expenses$21$25,350-$25,371
Advertising$19,568$4,014-$23,582
All Other Expenses$1,945$14,346-$16,291
Fees for Services Legal-$3,039-$3,039
Travel-$1,111-$1,111
Conferences and Meetings-$368-$368
Total Functional Expenses$5,173,833$479,178$0$5,653,011

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,653,011
Total Expenses per Audited Statements$5,653,011
Total Expenses per Form 990$5,653,011
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Special Assessment Payable$141,675
Split Interest Agreement$52,588
Capital Leases Payable$18,428

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIowa Finance Authority2013-12-31$12,000,000TO BUILD A NEW FACILITY
CIowa Finance Authority2013-12-31$2,490,000TO BUILD A NEW FACILITY
BIowa Finance Authority2013-12-31$800,000TO BUILD A NEW FACILITY

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$12,000,000---
C$2,490,000---
B$800,000---

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
Yes
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
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The board does not have any committees with the authority to act on behalf of the governing body.”

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

“The board of trustees will review and approve the form 990 annual tax filing prior to submission”

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

“The chairman of the board annually reviews the disclosure statements to determine if any conflicts exist.”

Form 990, Part VI, Section C, Line 18

“Herman l rowley memorial trust will provide a copy of its 990 upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available upon request at the facility in perry, iowa”

Filing and Contact Details

Filer

Filer Name
Herman L Rowley Memorial Trust
EIN
42-0807103
Phone
5154655316
Address
1300 28TH STREET, PERRY, IA 50220
Doing Business As
Rowley Memorial Masonic Home

Signing Officer

Name
Lucinda L Friess
Title
Administrator
Phone
5154655316
Signed
2017-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lucinda L Friess
Formed
1955
Legal Domicile
Ia
Voting Board Members
4
Independent Board Members
4
Employees
132
Volunteers
0

Preparer

Firm
Brooks Lodden Pc
Address
1441 29TH STREET STE 305, WEST DES MOINES, IA 50266-1357
Preparer
Telford a Lodden
Phone
5152237300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreement 8,707.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreement”

Raw XML AppendixShowing 400 of 600 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/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01352
IRS990/OtherAssetsTotalGrp/EOYAmt01352
IRS990/OtherChangesInNetAssetsAmt08707
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013455
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt075288
IRS990/OtherEmployeeBenefitsGrp/TotalAmt088743
IRS990/OtherExpensesGrp/Desc0SUPPLIES AND SMALL EQUI
IRS990/OtherExpensesGrp/Desc1FOOD EXPENSES
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011881
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110330
IRS990/OtherExpensesGrp/ProgramServicesAmt0291986
IRS990/OtherExpensesGrp/ProgramServicesAmt1198727
IRS990/OtherExpensesGrp/ProgramServicesAmt2110075
IRS990/OtherExpensesGrp/ProgramServicesAmt325216
IRS990/OtherExpensesGrp/TotalAmt0303867
IRS990/OtherExpensesGrp/TotalAmt1198727
IRS990/OtherExpensesGrp/TotalAmt2110075
IRS990/OtherExpensesGrp/TotalAmt335546
IRS990/OtherLiabilitiesGrp/BOYAmt0271768
IRS990/OtherLiabilitiesGrp/EOYAmt0212691
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054037
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01903395
IRS990/OtherSalariesAndWagesGrp/TotalAmt01957432
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012558
IRS990/PayrollTaxesGrp/ProgramServicesAmt0142360
IRS990/PayrollTaxesGrp/TotalAmt0154918
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt018416
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt061904
IRS990/PensionPlanContributionsGrp/TotalAmt080320
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012646
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029161
IRS990/PrincipalOfficerNm0LUCINDA L FRIESS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICE REVEN
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04764439
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12369
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04764439
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12369
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt047025
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0109592
IRS990/PYOtherExpensesAmt02897230
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04569826
IRS990/PYRevenuesLessExpensesAmt0-489034
IRS990/PYSalariesCompEmpBnftPaidAmt02318247
IRS990/PYTotalExpensesAmt05215477
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04726443
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-731357
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04781708
IRS990/RoyaltiesRevenueGrp/ExclusionAmt092484
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt092484
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0310692
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0271163
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt047190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0149781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0202015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt099237
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0545248
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt092756
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0125168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0220212
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0196010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0566584
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01200730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04766808
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04569826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03378031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03591631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03680395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019986691
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt06277
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt06277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt092756
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0125168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0220212
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0196010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0566584
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01200730
IRS990ScheduleA/InvestmentIncomeCYPct00.05520
IRS990ScheduleA/InvestmentIncomePYPct00.06200
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94480
IRS990ScheduleA/PublicSupportPY509Pct00.93800
IRS990ScheduleA/PublicSupportTotal509Amt020538216
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04813998
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04616851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03527812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03793646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03785909
IRS990ScheduleA/Total509Grp/TotalAmt020538216
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04906754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04742019
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03748024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03989656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04352493
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021738946
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt016100796
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04020264
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt020121060
IRS990ScheduleD/EquipmentGrp/BookValueAmt02936232
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01408264
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04344496
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05653011
IRS990ScheduleD/LandGrp/BookValueAmt0467124
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0467124
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt052588
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt118428
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2141675
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SPLIT INTEREST AGREEMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CAPITAL LEASES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SPECIAL ASSESSMENT PAYABLE
IRS990ScheduleD/OtherRevenueAmt08707
IRS990ScheduleD/RevenueNotReportedAmt08707
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04921654
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt019504152
IRS990ScheduleD/TotalExpensesPerForm990Amt05653011
IRS990ScheduleD/TotalLiabilityAmt0212691
IRS990ScheduleD/TotalRevenuePerForm990Amt04921654
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04930361
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05653011
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd1B
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd2C
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd10
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd20
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd2C
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd20
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd20
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd20
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd20
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd20
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd20
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02013-12-31
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt12013-12-31
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt22013-12-31
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0521699886
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN1521699886
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN2521699886

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,277,691
Liabilities
$16,386,404
Net assets
$3,891,287
Revenue
$4,921,654
Expenses
$5,653,011
Net income
-$731,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.39$0.15$1.08$0.83$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.39$0.10$0.01$0.06$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.85$0.05$0.00$0.05$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.85$0.00$0.77$0.00$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$20.0$0.77$0.00$0.00$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$20.0$0.77$4.32$5.92$1.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$18.5$0.83$4.14$5.87$1.73
2018Summary only. Only limited summary data is available for this year.$19.3$16.7$2.56$4.44$5.78$1.34
2017Detailed filing. Detailed filing data is available for this year.$20.3$16.4$3.89$4.92$5.65$0.73
2016Summary only. Only limited summary data is available for this year.$21.0$16.4$4.61$4.73$5.22$0.49
2015Detailed filing. Detailed filing data is available for this year.$23.5$18.3$5.17$3.89$4.60$0.71
2014Detailed filing. Detailed filing data is available for this year.$21.1$15.1$5.94$4.36$4.24$0.12
2013Summary only. Only limited summary data is available for this year.$9.79$3.94$5.84$4.35$4.21$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.42$3.63$5.79$4.00
2011Summary only. Only limited summary data is available for this year.$9.53$3.72$5.81$3.90$3.95$0.05