Civic Intelligence

Valley Senior Living Foundation

990 • Fiscal year 2018 • EIN 45-0392710

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

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

28th percentile

0.02x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • NTEE E • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

45th percentile

0.09x

Higher debt load relative to revenue than 45% of similar nonprofits.

2018 filings • NTEE E • $1M-$5M nonprofits • Source year 2018

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2018 filings • NTEE E • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

76th percentile

$237,672

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 37.6% of source-year revenue.

2018 filings • NTEE E • $1M-$5M nonprofits • Source year 2018

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2018 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

49%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,545,910

Up $391,875 (+18%) from 2017

Net Assets

Up

$2,486,507

Up $401,216 (+19%) from 2017

Liabilities

Down

$59,403

Down $9,341 (-14%) from 2017

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin94th percentile

Revenue

Up

$632,204

Up $207,021 (+49%) from 2017

Expenses

Down

$230,988

Down $51,654 (-18%) from 2017

Net Income

Up

$401,216

Up $258,675 (+181%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2018

Assets$2,545,910
Liabilities$59,403
Net Assets$2,486,507
Open 2018 Filing

Operations Trend

Revenue Growth88th 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

2018

Revenue$632,204
Expenses$230,988
Net Income$401,216
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.0
Gross Receipts
$644,243
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 of Valley Memorial Homes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,869,594$2,046,901▲ $177,307
Cash and Non-Interest-Bearing Accounts$254,522$422,313▲ $167,791
Pledges and Grants Receivable$6,221$47,706▲ $41,485
Investments Program Related$16,727$17,560▲ $833
Land, Buildings, and Equipment, Net$6,971$11,430▲ $4,459
Total Assets$2,154,035$2,545,910▲ $391,875
Liabilities
Accounts Payable and Accrued Expenses$35,276$30,702▼ $4,574
Deferred Revenue$33,468$28,701▼ $4,767
Total Liabilities$68,744$59,403▼ $9,341
Net Assets / Fund Balance
Unrestricted Net Assets$1,148,759$1,255,345▲ $106,586
Temporarily Rstr Net Assets$411,557$641,110▲ $229,553
Permanently Rstr Net Assets$524,975$590,052▲ $65,077
Total Net Assets Fund Balance$2,085,291$2,486,507▲ $401,216
Total Liabilities and Net Assets / Fund Balance$2,154,035$2,545,910▲ $391,875

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,430$15,925$27,355
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,869,594$115,975▲ $101,629$23,833$2,046,902
2016$1,296,108$473,316▲ $140,652$25,885$1,869,594
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
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mindy MarcusAdministrator 4000 Valley Square--$149,423$149,423
Lorilee BottCFO--$141,816$141,816
Jennifer SchultzDirector of Nursing Woodside Village--$127,889$127,889
Jessica BaumgartenDirector of Nursing Valley Eldercare Center--$126,884$126,884
Suzanne BjornstadPresident Valley Memorial FoundationFT$64,723$15,443$80,166

Board Members and Trustees

NameTitle
David LoerChairperson
Garth RydlandPresident/CEO Valley Memorial Homes
Joe MiedemaVice Chair
Brittany CaillierDirector
Bruce VaalerDirector
Bruce NewhouseEx Officio
Clark PiepkornEx Officio
Karen AxvigSecretary
Karen BrekkeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$491,426
Program Service Revenue
$0
Investment Income
$50,655
Other Revenue
$90,123
All Other Contributions
$491,426
Change in Net Assets
$401,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,515
Grants and Similar Amounts Paid$85,473
Total Fundraising Expense$46,488
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$85,473--$85,473
Fees for Services Legal$0$3,905$0$3,905
All Other Expenses$157$0$2,433$2,590
Other Expenses$0$1,987$0$1,987
Office Expenses$0$1,051$745$1,796
Depreciation Depletion$0$772$0$772
Conferences and Meetings$479$0$0$479
Advertising$0$0$181$181
Total Functional Expenses$141,170$43,330$46,488$230,988
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$50,124
Fundraising Direct Expenses$12,039
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$50,124$50,124$12,039$38,085
Total Events$50,124$50,124$12,039$38,085
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 Ave, Grand forks, ND 58201; Karen Axvig, 3905 Simonview Court, Grand Forks, ND 58201; Karen Brekke, 1413 Central Ave NW, East Grand Forks, MN 56721; Meghan Compton, PO Box 6002, Grand Forks, ND 58206-6002; Brittany Caillier, 4207 Walnut Street, Grand Forks, ND 58201; Bruce Vaaler, 2701 S Columbia Rd, Grand Forks, ND 58201; Bruce Newhouse, 27093 350th Ave SW, Fisher, MN 56723; Clark Piepkorn, 3021 Olson Dr, Grand Forks, ND 58201”

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

“The CFO with the assistance of the 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 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
2018-11-07

Organization Details

Principal Officer
Suzanne Bjornstad
Formed
1985
Legal Domicile
Nd
Voting Board Members
11
Independent Board Members
9
Employees
0
Volunteers
350
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“Proceeds from the endowment 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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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/Form990PartVIISectionAGrp/TitleTxt0President Valley Memorial Foundation
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Ex Officio
IRS990/Form990PartVIISectionAGrp/TitleTxt9President/CEO Valley Memorial Homes
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11Administrator 4000 Valley Square
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director of Nursing Valley Eldercare Center
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director of Nursing Woodside Village
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt012039
IRS990/FundraisingGrossIncomeAmt050124
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt085473
IRS990/GrantsToDomesticOrgsGrp/TotalAmt085473
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0644243
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt050655
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050655
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt016727
IRS990/InvestmentsProgramRelatedGrp/EOYAmt017560
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01869594
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02046901
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015925
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06971
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011430
IRS990/LandBldgEquipCostOrOtherBssAmt027355
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/RelatedOrExemptFuncIncomeAmt0833
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0833
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 of Valley Memorial Homes.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02085291
IRS990/NetAssetsOrFundBalancesEOYAmt02486507
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt038085
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt038085
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0745
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01051
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt01796
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Contracted Services-Admin Asst & Dir
IRS990/OtherExpensesGrp/Desc1Donor Expense
IRS990/OtherExpensesGrp/Desc2Investment Fees
IRS990/OtherExpensesGrp/Desc3Dues & Membership
IRS990/OtherExpensesGrp/FundraisingAmt039722
IRS990/OtherExpensesGrp/FundraisingAmt13407
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035615
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31987
IRS990/OtherExpensesGrp/ProgramServicesAmt038778
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt216283
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0114115
IRS990/OtherExpensesGrp/TotalAmt13407
IRS990/OtherExpensesGrp/TotalAmt216283
IRS990/OtherExpensesGrp/TotalAmt31987
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/Desc0Unrealized Gain on Marketable Securities
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt051205
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt051205
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt052038
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0524975
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0590052
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06221
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt047706
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Suzanne Bjornstad
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0We identified a need to have a new piano in our largest resident social room. These funds were used to help purchase a player grand piano. This piano is used for worship services, special events, resident gatherings and meal time music.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt018175
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0The Greg Hanson Scholarship Fund - we identified a need for Certified Nursing Assistants to receive grant funds to advance their nursing careers. These funds were used to help provide grants for three C.N.As going to school to become LPNs while continuing to work for Valley Memorial Homes.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt08930
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. Records are maintained to track designation of use by donor for a specific facility and/or program.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0100361
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0260206
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0150016
IRS990/PYInvestmentIncomeAmt045007
IRS990/PYOtherExpensesAmt0132626
IRS990/PYOtherRevenueAmt0119970
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0142541
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0282642
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0425183
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0401216
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Special fundraising, unrealized gain marketable securities and misc income
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0491426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0260206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0176786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0243208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0231696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01403322
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt050655
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt045007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt036956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028566
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024874
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0186058
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt090123
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0119970
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0-56193
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt044439
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0116618
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0314957
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73691
IRS990ScheduleA/PublicSupportPY170Pct00.69708
IRS990ScheduleA/PublicSupportTotal170Amt01403322
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0491426
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0260206

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,545,910
Liabilities
$59,403
Net assets
$2,486,507
Revenue
$632,204
Expenses
$230,988
Net income
$401,216
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