Civic Intelligence

Helias Foundation Incorporated

990 • Fiscal year 2016 • EIN 43-1064064

Sep 01, 2015 to Aug 31, 2016 • Filed on Jul 11, 2017

Organization ProfileWWW.HELIASFOUNDATION.ORG
1305 Swifts HwyJefferson City, MO 65109

(573) 635-6139

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

15th percentile

$60,775

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

93rd percentile

40%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

23%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$15,219,003

Up $4,365,221 (+40%) from 2015

Net Assets

Up

$15,219,003

Up $4,365,221 (+40%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin97th percentile

Revenue

Up

$5,100,467

Up $945,910 (+23%) from 2015

Expenses

Up

$1,031,612

Up $549,564 (+114%) from 2015

Net Income

Up

$4,068,855

Up $396,346 (+11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$30M$20M$10M$0Assets 2011: $5,382,083Liabilities 2011: $0Net Assets 2011: $5,382,0832011Assets 2012: $5,943,974Liabilities 2012: $0Net Assets 2012: $5,943,9742012Assets 2013: $6,792,109Liabilities 2013: $0Net Assets 2013: $6,792,1092013Assets 2014: $7,705,093Liabilities 2014: $0Net Assets 2014: $7,705,0932014Assets 2015: $10,853,782Liabilities 2015: $0Net Assets 2015: $10,853,7822015Assets 2016: $15,219,003Liabilities 2016: $0Net Assets 2016: $15,219,0032016Assets 2017: $15,021,095Liabilities 2017: $0Net Assets 2017: $15,021,0952017Assets 2018: $14,397,064Liabilities 2018: $0Net Assets 2018: $14,397,0642018Assets 2019: $14,854,044Liabilities 2019: $0Net Assets 2019: $14,854,0442019Assets 2020: $17,216,083Liabilities 2020: $0Net Assets 2020: $17,216,0832020Assets 2021: $21,189,342Liabilities 2021: $0Net Assets 2021: $21,189,3422021Assets 2022: $18,634,145Liabilities 2022: $0Net Assets 2022: $18,634,1452022Assets 2023: $20,050,791Liabilities 2023: $0Net Assets 2023: $20,050,7912023Assets 2024: $21,562,490Liabilities 2024: $0Net Assets 2024: $21,562,4902024

Highlighted filing

2016

Assets$15,219,003
Liabilities$0
Net Assets$15,219,003
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $702,724Expenses 2011: $397,904Net Income 2011: $304,8202011Expenses 2012: $419,6632012Expenses 2013: $456,1322013Revenue 2014: $757,067Expenses 2014: $477,639Net Income 2014: $279,4282014Revenue 2015: $4,154,557Expenses 2015: $482,048Net Income 2015: $3,672,5092015Revenue 2016: $5,100,467Expenses 2016: $1,031,612Net Income 2016: $4,068,8552016Revenue 2017: $11,728,516Expenses 2017: $12,585,607Net Income 2017: -$857,0912017Revenue 2018: $2,679,370Expenses 2018: $4,129,309Net Income 2018: -$1,449,9392018Revenue 2019: $2,391,968Expenses 2019: $822,918Net Income 2019: $1,569,0502019Revenue 2020: $2,930,448Expenses 2020: $961,085Net Income 2020: $1,969,3632020Revenue 2021: $2,050,948Expenses 2021: $825,887Net Income 2021: $1,225,0612021Revenue 2022: $1,758,502Expenses 2022: $902,868Net Income 2022: $855,6342022Revenue 2023: $1,523,989Expenses 2023: $1,283,742Net Income 2023: $240,2472023Revenue 2024: $2,013,412Expenses 2024: $2,718,917Net Income 2024: -$705,5052024

Highlighted filing

2016

Revenue$5,100,467
Expenses$1,031,612
Net Income$4,068,855
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 11, 2017
Return Version
2015v3.0
Gross Receipts
$5,137,043
Mission and Program Overview

Mission

To secure private gift support, to invest and disburse the funds in its care, and to supplement and support the mission of the school.

To secure private gift support, to invest and disburse the funds in its care, and to supplement and support the mission of the school. The foundation's role also includes support of general operations, capital improvements, and continual growth of an endowment fund. In all its policies and operations, the foundation is guided by the greater good of helias catholic high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,853,782$15,219,003▲ $4,365,221
Investments in Publicly Traded Securities$6,667,658$7,530,079▲ $862,421
Savings and Temporary Cash Investments$3,986,381$7,390,714▲ $3,404,333
Cash and Non-Interest-Bearing Accounts$132,212$224,576▲ $92,364
Land, Buildings, and Equipment, Net$10,645$6,539▼ $4,106
Intangible Assets$361$237▼ $124
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,853,782$15,219,003▲ $4,365,221
Other Assets Total$56,525$66,858▲ $10,333
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,853,782$15,219,003▲ $4,365,221
Total Liabilities and Net Assets / Fund Balance$10,853,782$15,219,003▲ $4,365,221

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,539$23,424$29,963

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$10,853,782$4,796,304▲ $637,253$1,055,337$15,245,002
2014$7,705,093$3,745,061▼ $93,424$449,210$10,853,782
2013$6,792,109$460,664▲ $983,034$484,577$7,705,093
2012$5,943,974$488,655▲ $815,612$221,893$6,792,109
2011$3,595,482$2,397,698▲ $424,951$311,661$5,943,974
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael BrunsExecutive DirectorFT$49,750$11,025$60,775

Board Members and Trustees

NameTitle
Brad RoarkPresident
Ed TwehousVice President
Angela ToebbenBoard Member
Brian ZerrBoard Member
Dana FreseBoard Member
Deann BartonBoard Member
Jay LuebbertBoard Member
Jeff EhmkeBoard Member
Jeremy WinegarBoard Member
Jill SmithBoard Member
Laura LandwehrBoard Member
Mike HoelscherBoard Member
Rob SachseBoard Member
Scott KemnaBoard Member
Steve HouserBoard Member
Trae LortsBoard Member
Matt CowellSecretary
Paul KleffnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,726,653
Program Service Revenue
$27,082
Investment Income
$340,888
Other Revenue
$5,844
All Other Contributions
$4,701,107
Change in Net Assets
$4,068,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$795,754
Other Expenses$127,591
Salaries, Compensation, and Employee Benefits$108,267
Total Fundraising Expense$54,256
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$782,754--$782,754
Current Officers, Directors, Trustees, and Key Employees$27,823$6,183$27,823$61,829
Other Salaries and Wages$18,552$4,123$18,552$41,227
Fees for Service Investment Mgmnt Fees-$29,792-$29,792
Fees for Services Other-$13,000-$13,000
Grants to Domestic Individuals$13,000--$13,000
Insurance-$10,965-$10,965
Information Technology-$9,250-$9,250
All Other Expenses$1,403$6,476-$7,879
Fees for Services Accounting-$6,709-$6,709
Other Expenses$5,676$7,661-$5,676
Office Expenses-$5,414-$5,414
Advertising-$1,543$3,250$4,793
Other Employee Benefits$2,123$472$2,123$4,718
Depreciation Depletion-$1,944$2,286$4,230
Pension Plan Contributions$222$49$222$493
Total Functional Expenses$864,578$112,778$54,256$1,031,612
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Helias Catholic High SchoolJefferson City, MO-General Support, Campus Capital Improvements & Athletic Complex Construction Project$782,754
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$42,075
Fundraising Direct Expenses$36,576
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$66,861$41,315$2,056$39,259
Total Events$67,621$42,075$36,576$5,499
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The treasurer reviews the form 990 and then supplies a copy to the entire board of directors before it is approved and filed with the irs.”

Form 990, Part VI, Section B, Line 15

“The board of directors determines the salary for the executive director and other employees. This process was last reviewed in 2007.”

Form 990, Part VI, Section C, Line 19

“History, mission, and board members are available on the website. All other documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Helias Foundation Inc
EIN
43-1064064
Phone
5736356139
Address
1305 SWIFTS HWY, JEFFERSON CITY, MO 65109

Signing Officer

Name
Paul Kleffner
Title
Treasurer
Phone
5736341216
Signed
2017-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Kleffner
Formed
1974
Legal Domicile
Mo
Voting Board Members
18
Independent Board Members
18
Employees
2
Volunteers
229

Preparer

Firm
Williams-keepers LLC
Address
2005 WEST BROADWAY SUITE 100, COLUMBIA, MO 65203
Preparer
Debra K Mathes
Phone
5734426171
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“There are five endowment funds. One is a quasi fund used to provide a permanent source of income for the organization, while three are permanent funds which are restricted for scholarships and the final one is a quasi fund for the current capital campaign for major campus expansion targeted by planned building construction stages.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt025546
IRS990/FundraisingDirectExpensesAmt036576
IRS990/FundraisingGrossIncomeAmt042075
IRS990/GainOrLossGrp/SecuritiesAmt0101024
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt0795754
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt013000
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0782754
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0782754
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0101024
IRS990/GrossReceiptsAmt05137043
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt09250
IRS990/InformationTechnologyGrp/TotalAmt09250
IRS990/InsuranceGrp/ManagementAndGeneralAmt010965
IRS990/InsuranceGrp/TotalAmt010965
IRS990/IntangibleAssetsGrp/BOYAmt0361
IRS990/IntangibleAssetsGrp/EOYAmt0237
IRS990/InvestmentIncomeGrp/ExclusionAmt0239864
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0239864
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06667658
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07530079
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023424
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010645
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06539
IRS990/LandBldgEquipCostOrOtherBssAmt029963
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SECURE PRIVATE GIFT SUPPORT, TO INVEST AND DISBURSE THE FUNDS IN ITS CARE, AND TO SUPPLEMENT AND SUPPORT THE MISSION OF THE SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010853782
IRS990/NetAssetsOrFundBalancesEOYAmt015219003
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0101024
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0101024
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05499
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05499
IRS990/NetUnrelatedBusTxblIncmAmt0-452
IRS990/NetUnrlzdGainsLossesInvstAmt0296366
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05414
IRS990/OfficeExpensesGrp/TotalAmt05414
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt056525
IRS990/OtherAssetsTotalGrp/EOYAmt066858
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02123
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0472
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02123
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04718
IRS990/OtherExpensesGrp/Desc0GRANDPARENT'S LUNCHEON
IRS990/OtherExpensesGrp/Desc1POSTAGE & PRINTING
IRS990/OtherExpensesGrp/Desc2NEWSLETTER EXPENSE
IRS990/OtherExpensesGrp/Desc3HALL OF FAME
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09197
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17661
IRS990/OtherExpensesGrp/ProgramServicesAmt013025
IRS990/OtherExpensesGrp/ProgramServicesAmt15676
IRS990/OtherExpensesGrp/TotalAmt013025
IRS990/OtherExpensesGrp/TotalAmt19197
IRS990/OtherExpensesGrp/TotalAmt27661
IRS990/OtherExpensesGrp/TotalAmt35676
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0345
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0345
IRS990/OtherRevenueTotalAmt0345
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018552
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04123
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018552
IRS990/OtherSalariesAndWagesGrp/TotalAmt041227
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt0222
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt049
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0222
IRS990/PensionPlanContributionsGrp/TotalAmt0493
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL KLEFFNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4541800
IRS990/ProgramServiceRevenueGrp/Desc0GRANDPARENTS LUNCHEON
IRS990/ProgramServiceRevenueGrp/Desc1HALL OF FAME
IRS990/ProgramServiceRevenueGrp/Desc2BRIDGE THE GAP
IRS990/ProgramServiceRevenueGrp/Desc3CLASS REUNIONS
IRS990/ProgramServiceRevenueGrp/Desc4ADVERTISING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014687
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17770
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22450
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014687
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17770
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4500
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03667736
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0257775
IRS990/PYInvestmentIncomeAmt0430396
IRS990/PYOtherExpensesAmt0112984
IRS990/PYOtherRevenueAmt027897
IRS990/PYProgramServiceRevenueAmt028528
IRS990/PYRevenuesLessExpensesAmt03672509
IRS990/PYSalariesCompEmpBnftPaidAmt0111289
IRS990/PYTotalExpensesAmt0482048
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04154557
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04068855
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt026582
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt010853782
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015219003
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03986381
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07390714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04701107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03633761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0329845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0399963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0436886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09501562
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0239864
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0245706
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0144867
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt085750
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0104589
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0820776
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0473745
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0345
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0161
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0143
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01681
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02335

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,219,003
Liabilities
$0
Net assets
$15,219,003
Revenue
$5,100,467
Expenses
$1,031,612
Net income
$4,068,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$2.01$2.72$0.71
2023Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.52$1.28$0.24
2022Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.76$0.90$0.86
2021Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$2.05$0.83$1.23
2020Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$2.93$0.96$1.97
2019Summary only. Only limited summary data is available for this year.$14.9$0.00$14.9$2.39$0.82$1.57
2018Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$2.68$4.13$1.45
2017Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$11.7$12.6$0.86
2016Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$5.10$1.03$4.07
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$4.15$0.48$3.67
2014Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.76$0.48$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.79$0.00$6.79$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.00$5.94$0.42
2011Summary only. Only limited summary data is available for this year.$5.38$0.00$5.38$0.70$0.40$0.30
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits