Civic Intelligence

Valley Senior Living Foundation

990 • Fiscal year 2016 • EIN 45-0392710

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

Organization Profilewww.valleymemorial.org
2900 14th Ave SGrand Forks, ND 58201

(701) 787-7984

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

2016 filings • NTEE E • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.41x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • NTEE E • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-45%

Higher net margin than 10% of similar nonprofits.

2016 filings • NTEE E • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

74th percentile

$219,001

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 139.0% of source-year revenue.

2016 filings • NTEE E • $1M-$5M nonprofits • Source year 2016

Asset Growth

29th percentile

-3.2%

Faster asset growth than 29% of similar nonprofits.

2016 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$2,008,090

Down $66,017 (-3.2%) from 2015

Net Assets

Down

$1,942,750

Down $70,632 (-3.5%) from 2015

Liabilities

Up

$65,340

Up $4,615 (+7.6%) from 2015

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin10th percentile

Revenue

Down

$157,552

Down $159,061 (-50%) from 2015

Expenses

Up

$228,184

Up $12,468 (+5.8%) from 2015

Net Income

Down

-$70,632

Down $171,529 (-170%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,677,744Liabilities 2011: $63,829Net Assets 2011: $1,613,9152011Assets 2012: $1,664,327Liabilities 2012: $57,364Net Assets 2012: $1,606,9632012Assets 2013: $1,743,624Liabilities 2013: $41,074Net Assets 2013: $1,702,5502013Assets 2014: $1,964,986Liabilities 2014: $52,501Net Assets 2014: $1,912,4852014Assets 2015: $2,074,107Liabilities 2015: $60,725Net Assets 2015: $2,013,3822015Assets 2016: $2,008,090Liabilities 2016: $65,340Net Assets 2016: $1,942,7502016Assets 2017: $2,154,035Liabilities 2017: $68,744Net Assets 2017: $2,085,2912017Assets 2018: $2,545,910Liabilities 2018: $59,403Net Assets 2018: $2,486,5072018Assets 2019: $2,760,837Liabilities 2019: $54,385Net Assets 2019: $2,706,4522019Assets 2020: $3,065,378Liabilities 2020: $47,363Net Assets 2020: $3,018,0152020Assets 2021: $3,755,787Liabilities 2021: $64,553Net Assets 2021: $3,691,2342021Assets 2022: $3,358,775Liabilities 2022: $72,480Net Assets 2022: $3,286,2952022Assets 2023: $3,666,739Liabilities 2023: $70,024Net Assets 2023: $3,596,7152023Assets 2024: $4,410,021Liabilities 2024: $83,203Net Assets 2024: $4,326,8182024Assets 2025: $4,298,722Liabilities 2025: $43,858Net Assets 2025: $4,254,8642025

Highlighted filing

2016

Assets$2,008,090
Liabilities$65,340
Net Assets$1,942,750
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $110,0512011Expenses 2012: $157,7872012Expenses 2013: $171,2772013Revenue 2014: $373,188Expenses 2014: $163,253Net Income 2014: $209,9352014Revenue 2015: $316,613Expenses 2015: $215,716Net Income 2015: $100,8972015Revenue 2016: $157,552Expenses 2016: $228,184Net Income 2016: -$70,6322016Revenue 2017: $425,183Expenses 2017: $282,642Net Income 2017: $142,5412017Revenue 2018: $632,204Expenses 2018: $230,988Net Income 2018: $401,2162018Revenue 2019: $746,603Expenses 2019: $526,658Net Income 2019: $219,9452019Revenue 2020: $438,854Expenses 2020: $289,543Net Income 2020: $149,3112020Revenue 2021: $378,316Expenses 2021: $256,868Net Income 2021: $121,4482021Revenue 2022: $511,283Expenses 2022: $464,394Net Income 2022: $46,8892022Revenue 2023: $509,238Expenses 2023: $336,140Net Income 2023: $173,0982023Revenue 2024: $722,974Expenses 2024: $400,232Net Income 2024: $322,7422024Revenue 2025: $635,855Expenses 2025: $1,110,691Net Income 2025: -$474,8362025

Highlighted filing

2016

Revenue$157,552
Expenses$228,184
Net Income-$70,632
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$169,415
Mission and Program Overview

Mission

The purpose of Valley Senior Living Foundation is to seek and accept philanthropic gifts to perpetuate an endowment fund and to support services that enhance the care of the residents of Valley Senior Living.

The purpose of Valley Memorial Foundation is to seek and accept philanthropic gifts to perpetuate an endowment fund and to support services that enhance the care of the residents and tenants of Valley Memorial Homes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,271,582$1,296,109▲ $24,527
Investments Program Related$547,116$470,661▼ $76,455
Cash and Non-Interest-Bearing Accounts$241,667$221,535▼ $20,132
Pledges and Grants Receivable$5,242$11,686▲ $6,444
Land, Buildings, and Equipment, Net$3,403$8,099▲ $4,696
Savings and Temporary Cash Investments$5,092$0▼ $5,092
Total Assets$2,074,107$2,008,090▼ $66,017
Other Assets Total$5--
Liabilities
Accounts Payable and Accrued Expenses$32,757$42,972▲ $10,215
Deferred Revenue$27,968$22,368▼ $5,600
Total Liabilities$60,725$65,340▲ $4,615
Net Assets / Fund Balance
Unrestricted Net Assets$1,015,593$852,492▼ $163,101
Temporarily Rstr Net Assets$516,930$593,599▲ $76,669
Permanently Rstr Net Assets$480,859$496,659▲ $15,800
Total Net Assets Fund Balance$2,013,382$1,942,750▼ $70,632
Total Liabilities and Net Assets / Fund Balance$2,074,107$2,008,090▼ $66,017

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,099$14,025$22,124
Investment Program Related Org$15,929--
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,271,582$35,800▲ $25,743$25,294$1,296,108
2014$956,977$305,262▲ $42,933$23,635$1,271,582
2013$852,946$18,800▲ $115,174$21,415$956,977
2012$583,655$237,397▲ $50,280$12,360$852,946
2011$569,024$4,400▲ $15,851$0$583,655
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lorilee BottCFO--$138,625$138,625
Jodi CarlsonExectuive Director of Resident Care--$124,569$124,569
Suzanne BjornstadPresident Valley Memorial FoundationFT$61,610$10,313$71,923

Board Members and Trustees

NameTitle
David LoerChairperson
Garth RydlandPresident/CEO Valley Memorial Homes
Joe MiedemaVice Chair
Karen AxvigDirector
Karen BrekkeDirector
Michael LoesevitzDirector
Terry HansonDirector
Terry McKennaDirector
Clark PiepkornEx Officio
Kevin BeitoEx Officio
Revenue and Support

Revenue Composition

Contributions and Grants
$176,789
Program Service Revenue
$0
Investment Income
$36,956
Other Revenue
$-56,193
All Other Contributions
$176,789
Change in Net Assets
$-70,632
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$148,343
Other Expenses$79,841
Total Fundraising Expense$24,121
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$148,343--$148,343
All Other Expenses$3,767$0$8,357$12,124
Other Expenses$11,723$0$0$11,723
Depreciation Depletion$2,387$1,200$0$3,587
Fees for Services Accounting$0$1,147$0$1,147
Office Expenses$0$1,009$0$1,009
Interest$183$0$0$183
Conferences and Meetings$179$0$0$179
Total Functional Expenses$192,503$11,560$24,121$228,184
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,805
Fundraising Direct Expenses$11,863
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gofl Tournament$40,805$40,805$0$40,805
Total Events$40,805$40,805$11,863$28,942
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
Yes
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, Section A, Line 9

“David Loer, 2250 Sunnyside Ct NW, East Grand Forks, MN 56721; Joe Miedema, 401 DeMers Avenue, Grand Forks, ND 58201; Karen Axvig, 3905 Simonview Court, Grand Forks, ND 58201; Karen Brekke, 1413 Central Ave NW, East Grand Forks, MN 56721; Terry Hanson, 3702 Simonview Court, Grand Forks, ND 58201; Terry McKenna, 2604 Belmont Road, Grand Forks, ND 58201; Kevin Beito, 1328 21st St NW, East Grand Forks, MN 56721; Clark Piepkorn, 3021 Olson Drive, Grand Forks, ND 58201; Michael Loesevitz, PO Box 5849, Grand Forks, ND 58206.”

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

“The CFO with the assistance of President prepares the Form 990. A draft of the Form 990, and all applicable schedules, is given to the Board of Directors for review prior to a meeting held in November. The CFO explains changes on the Form 990, specifically reviews Part VI with the Board of Directors, and answers any questions.”

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

“Annually each board member is given a form which is an excerpt from Section 8.1 of the bylaws regarding conflict of interest. After reviewing the policy each director signs and dates the form.”

Form 990, Part VI, Section B, Line 15

“The compensation process for the President of Valley Memorial Foundation includes a performance appraisal completed by the President/CEO of Valley Memorial Homes with input from the Board Chair of Valley Memorial Foundation. The President of the Foundation also completes a self evaluation utilizing the same appraisal form. Upon completion of the evaluation, comments are documented and the appraisal is signed by the President/CEO of Valley Memorial Homes and President of the Foundation. For evaluation of base salary, the President/CEO contacts like organizations for comparability data. The President/CEO of Valley Memorial Homes (a related organization) compensation is determined by a compensation committee. The committee reviews the state compensation survey each year to assess how the CEO's base salary compares with others of similar size and function.”

Form 990, Part VI, Section C, Line 19

“Valley Memorial Foundation's governing documents, conflict of interest policy and financial statements are available upon request. Requests should be made at the Valley Memorial Foundation office located at 2900 14th Ave S, Grand Forks, ND 58201 between the hours of 8:30-4:30 Monday through Friday.”

Filing and Contact Details

Filer

Filer Name
Valley Memorial Foundation
EIN
45-0392710
Phone
7017877984
Address
2900 14th Ave S, Grand Forks, ND 58201

Signing Officer

Name
Suzanne Bjornstad
Title
President
Phone
7017877905
Signed
2016-11-10

Organization Details

Principal Officer
Suzanne Bjornstad
Formed
1985
Legal Domicile
Nd
Voting Board Members
11
Independent Board Members
9
Employees
0
Volunteers
271
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“Proceeds from the endowment funds are used for programs as designated by the donor. Endowment funds have been established for the following purposes: Chaplaincy, special projects, resident needs, memory care unit and unrestricted.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt10President Valley Memorial Foundation
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IRS990/FundraisingDirectExpensesAmt011863
IRS990/FundraisingGrossIncomeAmt040805
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0148343
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0148343
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0169415
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt0183
IRS990/InterestGrp/TotalAmt0183
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt036956
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036956
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0547116
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0470661
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01271582
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01296109
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014025
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03403
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08099
IRS990/LandBldgEquipCostOrOtherBssAmt022124
IRS990/LegalDomicileStateCd0ND
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0837
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0837
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0The purpose of Valley Memorial Foundation is to seek and accept philanthropic gifts to perpetuate an endowment fund and to support services that enhance the care of the residents and tenants of Valley Memorial Homes.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02013382
IRS990/NetAssetsOrFundBalancesEOYAmt01942750
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt028942
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt028942
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01009
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt01009
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Contracted Services-Admin Assistant
IRS990/OtherExpensesGrp/Desc1Donor Expense
IRS990/OtherExpensesGrp/Desc2Dues Membership
IRS990/OtherExpensesGrp/Desc3Investment Fees
IRS990/OtherExpensesGrp/FundraisingAmt012960
IRS990/OtherExpensesGrp/FundraisingAmt12804
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04320
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23884
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt025921
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt311723
IRS990/OtherExpensesGrp/TotalAmt043201
IRS990/OtherExpensesGrp/TotalAmt12804
IRS990/OtherExpensesGrp/TotalAmt23884
IRS990/OtherExpensesGrp/TotalAmt311723
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/BusinessCd1900001
IRS990/OtherRevenueMiscGrp/Desc0Unrealized Loss on Marketable Securities
IRS990/OtherRevenueMiscGrp/Desc1Unrealized Loss on Land
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-10868
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1-75104
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-10868
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-75104
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0-85135
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0480859
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0496659
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05242
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt011686
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Suzanne Bjornstad
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0We identified a need for enhancing the quality of life for the residents of Valley Memorial Homes through utilization of a music therapy program.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt020000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0We identified a need for enhancing the living environment of Valley Transitions, recliners were purchased for the resident rooms.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt013425
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other program services included funding a number of items and programs that enhance the quality of life for the residents and tenants. Records are maintained to track designation of use by donor for a specific facility and/or program.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0130973
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0243208
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0154244
IRS990/PYInvestmentIncomeAmt028556
IRS990/PYOtherExpensesAmt061472
IRS990/PYOtherRevenueAmt044849
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0100897
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0215716
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0316613
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-70632
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05092
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Special fundraising, unrealized gain marketable securities and misc. income.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0176786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0243208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0231696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0165782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0127308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0944780
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt036956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt028566
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024874
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018156
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019971
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0128523
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0-56193
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt044439
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0116618
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt089926
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03556
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0198346
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74296
IRS990ScheduleA/PublicSupportPY170Pct00.66664
IRS990ScheduleA/PublicSupportTotal170Amt0944780
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0176786
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0243208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0231696

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,008,090
Liabilities
$65,340
Net assets
$1,942,750
Revenue
$157,552
Expenses
$228,184
Net income
-$70,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.30$0.04$4.25$0.64$1.11$0.47
2024Detailed filing. Detailed filing data is available for this year.$4.41$0.08$4.33$0.72$0.40$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.67$0.07$3.60$0.51$0.34$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.36$0.07$3.29$0.51$0.46$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.76$0.06$3.69$0.38$0.26$0.12
2020Summary only. Only limited summary data is available for this year.$3.07$0.05$3.02$0.44$0.29$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.76$0.05$2.71$0.75$0.53$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.55$0.06$2.49$0.63$0.23$0.40
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.07$2.09$0.43$0.28$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.07$1.94$0.16$0.23$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.07$0.06$2.01$0.32$0.22$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.96$0.05$1.91$0.37$0.16$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.04$1.70$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.06$1.61$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.06$1.61$0.11