Civic Intelligence

Heartland Senior Services Heartland of Story County

990 • Fiscal year 2020 • EIN 42-1052353

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

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

(515) 233-2906

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$5,850,774

Up $461,901 (+8.6%) from 2019

Net Assets

Up

$5,798,537

Up $455,019 (+8.5%) from 2019

Liabilities

Up

$52,237

Up $6,882 (+15%) from 2019

Revenue And Expenses

Revenue

Down

$1,270,658

Down $971,693 (-43%) from 2019

Expenses

Down

$800,519

Down $69,510 (-8.0%) from 2019

Net Income

Down

$470,139

Down $902,183 (-66%) from 2019

Historical Trend

Balance Sheet Trend

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: $5,850,774Liabilities 2020: $52,237Net Assets 2020: $5,798,5372020Assets 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

2020

Assets$5,850,774
Liabilities$52,237
Net Assets$5,798,537
Open 2020 Filing

Operations Trend

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: $1,270,658Expenses 2020: $800,519Net Income 2020: $470,1392020Revenue 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

2020

Revenue$1,270,658
Expenses$800,519
Net Income$470,139
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$1,270,658
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$4,181,444$4,378,725▲ $197,281
Savings and Temporary Cash Investments$1,015,674$1,271,338▲ $255,664
Land, Buildings, and Equipment, Net$116,824$90,664▼ $26,160
Cash and Non-Interest-Bearing Accounts$41,094$52,884▲ $11,790
Pledges and Grants Receivable$5,655$29,636▲ $23,981
Accounts Receivable$28,182$27,527▼ $655
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$5,388,873$5,850,774▲ $461,901
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$45,355$52,237▲ $6,882
Total Liabilities$45,355$52,237▲ $6,882
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,169,829$4,429,788▲ $259,959
Net Assets Without Donor Restrictions$1,173,689$1,368,749▲ $195,060
Total Net Assets Fund Balance$5,343,518$5,798,537▲ $455,019
Total Liabilities and Net Assets / Fund Balance$5,388,873$5,850,774▲ $461,901

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$49,788$338,226$388,014
Equipment$10,429$90,337$100,766
Land$30,447-$30,447

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$751,179$13,210▼ $6,802$29,775$727,812
2018$740,988$12,680▲ $23,614$26,103$751,179
2017$637,070$91,728▲ $41,533$29,343$740,988
2016$577,230$22,947▲ $62,948$26,055$637,070
2015$609,686$10,411▼ $17,052$25,815$577,230
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nancy CarrollExecutive DirectorFT$82,069$82,069

Board Members and Trustees

NameTitle
Nicole FacioPresident
John ShierholzDirector
Leo MillemanDirector
Pam WhiteDirector
Peter MartinDirector
Winnie GleasonDirector
Linda Glantz WardSecretary
Tim TryonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$939,134
Program Service Revenue
$226,850
Investment Income
$89,074
Other Revenue
$15,600
All Other Contributions
$316,143
Change in Net Assets
$470,139

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,270,658
Revenue Not Reported on Form 990
$-15,120
Total Revenue per Audited Statements
$1,255,538
Total Revenue per Form 990
$1,270,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$446,948
Other Expenses$353,571
Total Fundraising Expense$4,573
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$324,442$977-$325,419
Current Officers, Directors, Trustees, and Key Employees$77,966$4,103-$82,069
Payroll Taxes$31,073$389-$31,462
Depreciation Depletion$26,159--$26,159
All Other Expenses$23,013$2,798-$25,811
Fees for Services Other$22,967$1,221-$24,188
Travel$19,033--$19,033
Other Expenses$15,363$995$4,573$16,358
Insurance$12,343$650-$12,993
Advertising$410$8,740-$9,150
Other Employee Benefits$7,398$600-$7,998
Total Functional Expenses$762,298$33,648$4,573$800,519

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$800,519
Total Expenses per Audited Statements$800,519
Total Expenses per Form 990$800,519
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 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, 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
Nancy Carroll
Title
Executive Director
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
28
Volunteers
481

Preparer

Firm
Houston & Seeman PC
Address
724 Story St 601, Boone, IA 50036
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”

Financial Statement Notes

Part X : FIN48 Footnote

“The organization does not believe it has any income derived from unrelated business activities. The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01173689
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01368749
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0600
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07398
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07998
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt04573
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010545
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12630
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2995
IRS990/OtherExpensesGrp/ProgramServicesAmt0122745
IRS990/OtherExpensesGrp/ProgramServicesAmt153262
IRS990/OtherExpensesGrp/ProgramServicesAmt226124
IRS990/OtherExpensesGrp/ProgramServicesAmt315363
IRS990/OtherExpensesGrp/TotalAmt0122745
IRS990/OtherExpensesGrp/TotalAmt168380
IRS990/OtherExpensesGrp/TotalAmt228754
IRS990/OtherExpensesGrp/TotalAmt316358
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0BUILDING RENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015600
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015600
IRS990/OtherRevenueTotalAmt015600
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0977
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0324442
IRS990/OtherSalariesAndWagesGrp/TotalAmt0325419
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0389
IRS990/PayrollTaxesGrp/ProgramServicesAmt031073
IRS990/PayrollTaxesGrp/TotalAmt031462
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05655
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt029636
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624110
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0226850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0226850
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/ExpenseAmt0263360
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0112968
IRS990/ProgSrvcAccomActy3Grp/Desc0SERVICE COORDINATION - LINKS SENIORS TO THE RESOURCES NEEDED FOR THEIR CONTINUED INDEPENDENCE IN THE COMMUNITY
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0141685
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01840807
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt088015
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0362878
IRS990/PYOtherRevenueAmt015599
IRS990/PYProgramServiceRevenueAmt0297930
IRS990/PYRevenuesLessExpensesAmt01372322
IRS990/PYSalariesCompEmpBnftPaidAmt0507151
IRS990/PYTotalExpensesAmt0870029
IRS990/PYTotalRevenueAmt02242351
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0470139
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt090613
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01015674
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01271338
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0939134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01840807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01945814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01929706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0787066
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07442527
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt089074
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt088015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt095732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt053901
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020373
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0347095
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95540
IRS990ScheduleA/PublicSupportPY170Pct00.96300
IRS990ScheduleA/PublicSupportTotal170Amt07442527
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0939134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01840807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01945814
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01929706
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0787066
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07442527
IRS990ScheduleA/TotalSupportAmt07789622
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.20000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0751179
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt013210
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0727812
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6802
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt029775
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0740988
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012680
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0751179
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023614
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt026103
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0637070
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt091728
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0740988
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041533
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt029343
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0577230
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt022947
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0637070
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt062948
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt026055
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0609686
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010411
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0577230
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17052
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt025815
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt010429
IRS990ScheduleD/EquipmentGrp/DepreciationAmt090337
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0100766
IRS990ScheduleD/ExpensesSubtotalAmt0800519
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt030447
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030447
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt049788
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0338226
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0388014

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,850,774
Liabilities
$52,237
Net assets
$5,798,537
Revenue
$1,270,658
Expenses
$800,519
Net income
$470,139
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
2020Detailed filing. Detailed filing data is available for this year.$5.85$0.05$5.80$1.27$0.80$0.47
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