Civic Intelligence

Heartland Senior Services Heartland of Story County

990 • Fiscal year 2015 • EIN 42-1052353

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 17, 2015

Organization Profilewww.heartlandseniorservices.com
205 South WalnutAmes, IA 50010

(515) 233-2906

Siviq Scores

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

Liabilities / Assets

39th percentile

0.05x

Higher debt load relative to assets than 39% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

35th percentile

0.05x

Higher debt load relative to revenue than 35% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

51st percentile

3.0%

Higher net margin than 51% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

44th percentile

$49,456

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

59th percentile

3.2%

Faster asset growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

2.8%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,163,522

Up $35,561 (+3.2%) from 2014

Net Assets

Up

$1,108,493

Up $22,746 (+2.1%) from 2014

Liabilities

Up

$55,029

Up $12,815 (+30%) from 2014

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin51st percentile

Revenue

Up

$1,118,110

Up $30,366 (+2.8%) from 2014

Expenses

Up

$1,084,358

Up $212 (+0.0%) from 2014

Net Income

Up

$33,752

Up $30,154 (+838%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$15M$10M$5.0M$0Assets 2010: $610,364Liabilities 2010: $186,103Net Assets 2010: $424,2612010Assets 2011: $569,274Liabilities 2011: $175,677Net Assets 2011: $393,5972011Assets 2012: $597,524Liabilities 2012: $113,745Net Assets 2012: $483,7792012Assets 2013: $1,126,680Liabilities 2013: $44,531Net Assets 2013: $1,082,1492013Assets 2014: $1,127,961Liabilities 2014: $42,214Net Assets 2014: $1,085,7472014Assets 2015: $1,163,522Liabilities 2015: $55,029Net Assets 2015: $1,108,4932015Assets 2016: $1,194,249Liabilities 2016: $37,352Net Assets 2016: $1,156,8972016Assets 2017: $2,559,154Liabilities 2017: $35,643Net Assets 2017: $2,523,5112017Assets 2018: $3,988,487Liabilities 2018: $39,059Net Assets 2018: $3,949,4282018Assets 2019: $5,388,873Liabilities 2019: $45,355Net Assets 2019: $5,343,5182019Assets 2020: $5,877,444Liabilities 2020: $52,237Net Assets 2020: $5,825,2072020Assets 2021: $6,332,261Liabilities 2021: $49,498Net Assets 2021: $6,282,7632021Assets 2022: $8,847,902Liabilities 2022: $59,654Net Assets 2022: $8,788,2482022Assets 2023: $11,259,695Liabilities 2023: $81,550Net Assets 2023: $11,178,1452023Assets 2024: $13,294,426Liabilities 2024: $104,590Net Assets 2024: $13,189,8362024Assets 2025: $12,962,703Liabilities 2025: $64,628Net Assets 2025: $12,898,0752025

Highlighted filing

2015

Assets$1,163,522
Liabilities$55,029
Net Assets$1,108,493
Open 2015 Filing

Operations Trend

Revenue Growth49th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,467,1942010Expenses 2011: $2,443,6392011Expenses 2012: $2,216,7292012Revenue 2013: $1,653,120Expenses 2013: $1,054,750Net Income 2013: $598,3702013Revenue 2014: $1,087,744Expenses 2014: $1,084,146Net Income 2014: $3,5982014Revenue 2015: $1,118,110Expenses 2015: $1,084,358Net Income 2015: $33,7522015Revenue 2016: $1,201,115Expenses 2016: $1,115,654Net Income 2016: $85,4612016Revenue 2017: $2,339,089Expenses 2017: $991,451Net Income 2017: $1,347,6382017Revenue 2018: $2,329,046Expenses 2018: $848,325Net Income 2018: $1,480,7212018Revenue 2019: $2,242,351Expenses 2019: $870,029Net Income 2019: $1,372,3222019Revenue 2020: $1,297,328Expenses 2020: $800,519Net Income 2020: $496,8092020Revenue 2021: $873,517Expenses 2021: $565,966Net Income 2021: $307,5512021Revenue 2022: $3,380,176Expenses 2022: $740,482Net Income 2022: $2,639,6942022Revenue 2023: $3,028,244Expenses 2023: $714,527Net Income 2023: $2,313,7172023Revenue 2024: $2,936,113Expenses 2024: $942,459Net Income 2024: $1,993,6542024Revenue 2025: $1,156,488Expenses 2025: $1,494,028Net Income 2025: -$337,5402025

Highlighted filing

2015

Revenue$1,118,110
Expenses$1,084,358
Net Income$33,752
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 17, 2015
Return Version
2014v5.0
Gross Receipts
$1,118,110
Mission and Program Overview

Mission

Heartland of Story County offers life-enriching opportunities for older adults and provides support for their families and caregivers.

Heartland Senior Services of Story County offers life-enriching opportunities for older adults and provides support for their families and caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$619,876$609,686▼ $10,190
Savings and Temporary Cash Investments$247,340$281,690▲ $34,350
Land, Buildings, and Equipment, Net$207,500$202,582▼ $4,918
Pledges and Grants Receivable$26,091$37,240▲ $11,149
Accounts Receivable$27,154$32,324▲ $5,170
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,127,961$1,163,522▲ $35,561
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$42,214$55,029▲ $12,815
Total Liabilities$42,214$55,029▲ $12,815
Net Assets / Fund Balance
Unrestricted Net Assets$1,030,937$1,023,991▼ $6,946
Temporarily Rstr Net Assets$54,810$84,502▲ $29,692
Total Net Assets Fund Balance$1,085,747$1,108,493▲ $22,746
Total Liabilities and Net Assets / Fund Balance$1,127,961$1,163,522▲ $35,561

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$133,878$257,952$391,830
Equipment$38,257$140,664$178,921
Land$30,447-$30,447

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$619,876$9,054▲ $7,966$27,210$609,686
2013$563,984$20,785▲ $79,707$44,600$619,876
2012$627,609$9,800▲ $39,016$112,441$563,984
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth BeckExecutive DirecFT$49,456-$49,456
Susan PetersonFinance DirectoFT$42,796$245$43,041

Board Members and Trustees

NameTitle
Jane HalliburtonPresident
Bob GelinaDirector
Charles KnikerDirector
Harold PikeDirector
Linda GlantzDirector
Matt WengerDirector
Miriam PattersonDirector
Paula TomsDirector
Winnie GleasonDirector
Karen PetersenSecretary
Bret PughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$712,896
Program Service Revenue
$385,995
Investment Income
$19,219
Other Revenue
$0
All Other Contributions
$234,262
Change in Net Assets
$33,752

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,118,110
Revenue Not Reported on Form 990
$-11,006
Total Revenue per Audited Statements
$1,107,104
Total Revenue per Form 990
$1,118,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$678,137
Other Expenses$406,221
Total Fundraising Expense$97,290
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$420,916$66,495$49,867$537,278
Current Officers, Directors, Trustees, and Key Employees-$92,497-$92,497
Payroll Taxes$31,081$12,205$3,716$47,002
Fees for Services Other$24,611$1,013$1,210$26,834
Occupancy$17,588$7,437$422$25,447
Depreciation Depletion$25,445--$25,445
Other Expenses$24,120$2,975$1,306$25,426
Insurance$21,040$1,070$1,051$23,161
Travel$17,825$1,955$146$19,926
All Other Expenses$8,057$235$1,862$10,154
Advertising$4,837$794$2,304$7,935
Other Employee Benefits$1,215$136$9$1,360
Total Functional Expenses$798,020$189,048$97,290$1,084,358

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,084,358
Total Expenses per Audited Statements$1,084,358
Total Expenses per Form 990$1,084,358
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
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, Line 11B: Form 990 Review Process

“A copy of the form 990 is made available to each member of the governing body before it is filed, so they may have the opportunity to review it before the return is filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The board of directors and key employees review annually the possibility of any conflicts of interests.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The board reviews the compensation of the executive director annually and does comparisons with similar organizations.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents, organization policies and financial statements are available to the public upon their request.”

Filing and Contact Details

Filer

Filer Name
Heartland Senior Services
EIN
42-1052353
Phone
5152332906
Address
205 SOUTH WALNUT, AMES, IA 50010

Signing Officer

Name
Jane Halliburton
Title
President
Signed
2015-12-17
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
47
Volunteers
481

Preparer

Firm
Houston & Seeman PC
Address
724 Story St 601, Boone, IA 50036-2871
Preparer
Kevin N Houston
Phone
5154321176
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: service coordination - links seniors to the resources needed for their continued independence in the community”

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IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt0423082
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01118110
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt01051
IRS990/InsuranceGrp/ManagementAndGeneralAmt01070
IRS990/InsuranceGrp/ProgramServicesAmt021040
IRS990/InsuranceGrp/TotalAmt023161
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt019219
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019219
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0619876
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0609686
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0398616
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0207500
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0202582
IRS990/LandBldgEquipCostOrOtherBssAmt0601198
IRS990/LegalDomicileStateCd0IA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Heartland Senior Services of Story County offers life-enriching opportunities for older adults and provides support for their families and caregivers.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01085747
IRS990/NetAssetsOrFundBalancesEOYAmt01108493
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-11006
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0422
IRS990/OccupancyGrp/ManagementAndGeneralAmt07437
IRS990/OccupancyGrp/ProgramServicesAmt017588
IRS990/OccupancyGrp/TotalAmt025447
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0136
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01215
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01360
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt033951
IRS990/OtherExpensesGrp/FundraisingAmt11446
IRS990/OtherExpensesGrp/FundraisingAmt21306
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02236
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12975
IRS990/OtherExpensesGrp/ProgramServicesAmt0127256
IRS990/OtherExpensesGrp/ProgramServicesAmt145134
IRS990/OtherExpensesGrp/ProgramServicesAmt228895
IRS990/OtherExpensesGrp/ProgramServicesAmt324120
IRS990/OtherExpensesGrp/TotalAmt0127256
IRS990/OtherExpensesGrp/TotalAmt181321
IRS990/OtherExpensesGrp/TotalAmt233316
IRS990/OtherExpensesGrp/TotalAmt325426
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt049867
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt066495
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0420916
IRS990/OtherSalariesAndWagesGrp/TotalAmt0537278
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03716
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012205
IRS990/PayrollTaxesGrp/ProgramServicesAmt031081
IRS990/PayrollTaxesGrp/TotalAmt047002
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt026091
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt037240
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0385995
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0385995
IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT DAY CARE - PROVIDES A PROTECTIVE ENVIRONMENT FOR ELDERLY PERSONS WHO ARE UNABLE TO FUNCTION BY THEMSELVES IN SOME RESPECTS AND REQUIRE SPECIAL CARE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0299210
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0203461
IRS990/ProgSrvcAccomActy3Grp/Desc0ACTIVITY & RESOURCE CENTER - PROVIDES A SOCIAL, RECREATIONAL, AND EDUCATIONAL ATMOSPHERE FOR SENIORS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt083583
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt038951
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0639233
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt079707
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0425554
IRS990/PYProgramServiceRevenueAmt0368804
IRS990/PYRevenuesLessExpensesAmt03598
IRS990/PYSalariesCompEmpBnftPaidAmt0658592
IRS990/PYTotalExpensesAmt01084146
IRS990/PYTotalRevenueAmt01087744
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt033752
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0151139
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0247340
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0281690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0712896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0639233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01295288
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01289459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01225722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05162598
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019219
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt079707
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024911
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0224
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0944
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0125005
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0633
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt06170
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06803
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97510
IRS990ScheduleA/PublicSupportPY170Pct00.97910
IRS990ScheduleA/PublicSupportTotal170Amt05162598
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0712896
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0639233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01295288
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01289459
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01225722
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05162598
IRS990ScheduleA/TotalSupportAmt05294406
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0619876
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt09054
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0609686

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,163,522
Liabilities
$55,029
Net assets
$1,108,493
Revenue
$1,118,110
Expenses
$1,084,358
Net income
$33,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.0$0.06$12.9$1.16$1.49$0.34
2024Detailed filing. Detailed filing data is available for this year.$13.3$0.10$13.2$2.94$0.94$1.99
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.08$11.2$3.03$0.71$2.31
2022Detailed filing. Detailed filing data is available for this year.$8.85$0.06$8.79$3.38$0.74$2.64
2021Detailed filing. Detailed filing data is available for this year.$6.33$0.05$6.28$0.87$0.57$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.88$0.05$5.83$1.30$0.80$0.50
2019Detailed filing. Detailed filing data is available for this year.$5.39$0.05$5.34$2.24$0.87$1.37
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.04$3.95$2.33$0.85$1.48
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.04$2.52$2.34$0.99$1.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.04$1.16$1.20$1.12$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.06$1.11$1.12$1.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.04$1.09$1.09$1.08$0.00
2013Summary only. Only limited summary data is available for this year.$1.13$0.04$1.08$1.65$1.05$0.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.11$0.48$2.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.18$0.39$2.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.19$0.42$2.47