Civic Intelligence

The Legacy Theatre Inc

990 • Fiscal year 2019 • EIN 45-2855557

Jul 01, 2018 to Jun 30, 2019 • Filed on May 06, 2020

Organization ProfileWWW.LEGACYTHEATRECT.ORG
128 Thimble Island RdBranford, CT 06405

(203) 208-5504

Siviq Scores

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

Liabilities / Assets

68th percentile

0.24x

Higher debt load relative to assets than 68% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.33x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$41,500

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

97th percentile

146%

Faster asset growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

135%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$1,682,063

Up $997,089 (+146%) from 2018

Net Assets

Up

$1,282,063

Up $997,089 (+350%) from 2018

Liabilities

Flat

$400,000

Flat from 2018

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin97th percentile

Revenue

Up

$1,228,117

Up $705,374 (+135%) from 2018

Expenses

Down

$231,028

Down $114,244 (-33%) from 2018

Net Income

Up

$997,089

Up $819,618 (+462%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $26,966Liabilities 2012: $02012Assets 2013: $617,257Liabilities 2013: $400,000Net Assets 2013: $217,2572013Assets 2014: $634,982Liabilities 2014: $400,000Net Assets 2014: $234,9822014Assets 2015: $529,183Liabilities 2015: $400,000Net Assets 2015: $129,1832015Assets 2016: $492,890Liabilities 2016: $400,0002016Assets 2017: $507,504Liabilities 2017: $400,000Net Assets 2017: $107,5042017Assets 2018: $684,974Liabilities 2018: $400,000Net Assets 2018: $284,9742018Assets 2019: $1,682,063Liabilities 2019: $400,000Net Assets 2019: $1,282,0632019Assets 2020: $2,545,854Liabilities 2020: $1,334,698Net Assets 2020: $1,211,1562020Assets 2021: $5,919,572Liabilities 2021: $4,406,521Net Assets 2021: $1,513,0512021Assets 2022: $5,608,178Liabilities 2022: $4,409,750Net Assets 2022: $1,198,4282022Assets 2023: $5,278,545Liabilities 2023: $3,259,300Net Assets 2023: $2,019,2452023Assets 2024: $4,949,418Liabilities 2024: $2,768,510Net Assets 2024: $2,180,9082024

Highlighted filing

2019

Assets$1,682,063
Liabilities$400,000
Net Assets$1,282,063
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $188,068Expenses 2012: $161,102Net Income 2012: $26,9662012Revenue 2013: $224,630Expenses 2013: $54,339Net Income 2013: $170,2912013Revenue 2014: $131,202Expenses 2014: $124,978Net Income 2014: $6,2242014Revenue 2015: $192,156Expenses 2015: $128,754Net Income 2015: $63,4022015Revenue 2016: $127,609Expenses 2016: $163,902Net Income 2016: -$36,2932016Revenue 2017: $192,250Expenses 2017: $177,636Net Income 2017: $14,6142017Revenue 2018: $522,743Expenses 2018: $345,272Net Income 2018: $177,4712018Revenue 2019: $1,228,117Expenses 2019: $231,028Net Income 2019: $997,0892019Revenue 2020: $150,844Expenses 2020: $221,751Net Income 2020: -$70,9072020Revenue 2021: $1,296,962Expenses 2021: $1,020,675Net Income 2021: $276,2872021Revenue 2022: $1,200,356Expenses 2022: $1,514,979Net Income 2022: -$314,6232022Revenue 2023: $2,529,950Expenses 2023: $1,709,133Net Income 2023: $820,8172023Revenue 2024: $2,073,393Expenses 2024: $1,911,730Net Income 2024: $161,6632024

Highlighted filing

2019

Revenue$1,228,117
Expenses$231,028
Net Income$997,089
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 6, 2020
Return Version
2018v3.1
Gross Receipts
$1,252,572
Mission and Program Overview

Mission

The legacy theatre is a professional theater company that enhances the connecticut shoreline's economy, educational opportunities and quality of life through live theater and related programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$487,164$1,094,223▲ $607,059
Cash and Non-Interest-Bearing Accounts$197,810$587,840▲ $390,030
Loans From Officers Directors$400,000$400,000→ $0
Total Assets$684,974$1,682,063▲ $997,089
Liabilities
Total Liabilities$400,000$400,000→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$284,974$764,434▲ $479,460
Temporarily Rstr Net Assets-$517,629-
Total Net Assets Fund Balance$284,974$1,282,063▲ $997,089
Total Liabilities and Net Assets / Fund Balance$684,974$1,682,063▲ $997,089

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,094,223-$1,094,223
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Keely Baisden KnudsenArtistic DirectorFT$41,500$41,500

Board Members and Trustees

NameTitle
Stephanie WilliamsPresident
Jana SheaVice President
Aleta StatonTrustee
Brian KnudsenTrustee
Carol GagliardiTrustee
Damian DoriaTrustee
Earl TuckerTrustee
John WilliamsTrustee
Katina GionterisTrustee
Tom SheaTrustee
Kathleen MurphySecretary
Charles RountreeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,159,507
Program Service Revenue
$68,019
Investment Income
$591
Other Revenue
$0
All Other Contributions
$1,155,540
Change in Net Assets
$997,089
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$128,831
Other Expenses$61,072
Total Fundraising Expense$48,826
Professional Fundraising Fees$41,125
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$78,229$9,102-$87,331
Fees for Services Other$16,397$36,974$7,701$61,072
Current Officers, Directors, Trustees, and Key Employees$1,500$40,000-$41,500
Fees for Services Professional Fundraising--$41,125$41,125
Total Functional Expenses$96,126$86,076$48,826$231,028
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$41,125
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-TrusteeLoan to OrganizationNo$400,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$400,000$400,000→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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 2

“Stephanie and john williams are married. Tom and jana shea are married. Brian and keely knudsen are married.”

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

“The completed 990 is emailed to the board of directors for review after complete overview has been made by the finance committee for comment before submitting the document to the irs.”

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

“The conflict of interest policy adopted by the organization at its onset is reviewed at the annual board meeting by all directors and each person must fill out a form that discloses any conflict to be made known and discussed among the board. These forms are kept on file with the organization's records.”

Form 990, Part VI, Section B, Line 15A

“Compensations are determined by comparable compensations made within the field as determined by the theatre group communications, inc. Which publishes an annual account of ranges of professional theater companies throughout the nation and their compensation ranges, based on size, outreach, and scope.”

Form 990, Part VI, Section C, Line 19

“The documents are made available to the public upon request, as stated on the organization's website and are also available through public inspection through sites such as guidestar.”

Filing and Contact Details

Filer

Filer Name
The Legacy Theatre Inc
EIN
45-2855557
Phone
2032085504
Address
128 THIMBLE ISLAND RD, BRANFORD, CT 06405

Signing Officer

Name
Keely Baisden Knudsen
Title
Artistic Director
Phone
2032085504
Signed
2020-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keely Baisden Knudsen
Formed
2011
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
45

Preparer

Firm
T M Byxbee Company Pc
Address
P O BOX 187169, HAMDEN, CT 06518
Preparer
BRITTANY O'MARA
Phone
2032814933
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Occupancy costs: program service expenses 0. Management and general expenses 28,726. Fundraising expenses 0. Total expenses 28,726. Other expenses: program service expenses 3,982. Management and general expenses 8,248. Fundraising expenses 1,121. Total expenses 13,351. Direct event costs: program service expenses 12,415. Management and general expenses 0. Fundraising expenses 6,580. Total expenses 18,995.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/PYTotalExpensesAmt0345722
IRS990/PYTotalProfFndrsngExpnsAmt041600
IRS990/PYTotalRevenueAmt0522742
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0997089
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt056725
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01159507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0496692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0135491
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt087053
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0152464
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02031207
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0591
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0591
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt068019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt040556
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0211231
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0591
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0591
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02242438
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01227526
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0522742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0192251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0127609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0172310
IRS990ScheduleA/Total509Grp/TotalAmt02242438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01228117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0522742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0192251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0127609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0172310
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02243029
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01094223
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01094223
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01094223
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0ADVISOR
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd10
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt10
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-35000
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt1-6125
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0PARTNERS IN PHILANTHROPY
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt1MARY LEE WEBER
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt035000
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt16125
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt022 DRAKE RD
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt13 LONG POINT RD
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0RICHMOND
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm1BRANFORD
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0RI
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd1CT
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd002892
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd106405
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CT
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalNetToOrganizationAmt0-41125
IRS990ScheduleG/TotalRetainedByContractorsAmt041125
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0JOHN WILLIAMS (OAK TREE MANAGEMENT)
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0400000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LOAN TO ORGANIZATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0400000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0JOHN WILLIAMS (OAK TREE MANAGEMENT)
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0PROPERTY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0400000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0TRUSTEE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0400000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STEPHANIE AND JOHN WILLIAMS ARE MARRIED. TOM AND JANA SHEA ARE MARRIED. BRIAN AND KEELY KNUDSEN ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLETED 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR REVIEW AFTER COMPLETE OVERVIEW HAS BEEN MADE BY THE FINANCE COMMITTEE FOR COMMENT BEFORE SUBMITTING THE DOCUMENT TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY ADOPTED BY THE ORGANIZATION AT ITS ONSET IS REVIEWED AT THE ANNUAL BOARD MEETING BY ALL DIRECTORS AND EACH PERSON MUST FILL OUT A FORM THAT DISCLOSES ANY CONFLICT TO BE MADE KNOWN AND DISCUSSED AMONG THE BOARD. THESE FORMS ARE KEPT ON FILE WITH THE ORGANIZATION'S RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATIONS ARE DETERMINED BY COMPARABLE COMPENSATIONS MADE WITHIN THE FIELD AS DETERMINED BY THE THEATRE GROUP COMMUNICATIONS, INC. WHICH PUBLISHES AN ANNUAL ACCOUNT OF RANGES OF PROFESSIONAL THEATER COMPANIES THROUGHOUT THE NATION AND THEIR COMPENSATION RANGES, BASED ON SIZE, OUTREACH, AND SCOPE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AS STATED ON THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE THROUGH PUBLIC INSPECTION THROUGH SITES SUCH AS GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OCCUPANCY COSTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,726. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,726. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 3,982. MANAGEMENT AND GENERAL EXPENSES 8,248. FUNDRAISING EXPENSES 1,121. TOTAL EXPENSES 13,351. DIRECT EVENT COSTS: PROGRAM SERVICE EXPENSES 12,415. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 6,580. TOTAL EXPENSES 18,995.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0517629
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0684974
IRS990/TotalAssetsEOYAmt01682063
IRS990/TotalAssetsGrp/BOYAmt0684974
IRS990/TotalAssetsGrp/EOYAmt01682063
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01159507
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt048826
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086076
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt096126
IRS990/TotalFunctionalExpensesGrp/TotalAmt0231028
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0400000
IRS990/TotalLiabilitiesEOYAmt0400000
IRS990/TotalLiabilitiesGrp/BOYAmt0400000
IRS990/TotalLiabilitiesGrp/EOYAmt0400000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,682,063
Liabilities
$400,000
Net assets
$1,282,063
Revenue
$1,228,117
Expenses
$231,028
Net income
$997,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$2.77$2.18$2.07$1.91$0.16
2023Summary only. Only limited summary data is available for this year.$5.28$3.26$2.02$2.53$1.71$0.82
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.61$4.41$1.20$1.20$1.51$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$4.41$1.51$1.30$1.02$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$1.33$1.21$0.15$0.22$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.40$1.28$1.23$0.23$1.00
2018Summary only. Only limited summary data is available for this year.$0.68$0.40$0.28$0.52$0.35$0.18
2017Summary only. Only limited summary data is available for this year.$0.51$0.40$0.11$0.19$0.18$0.01
2016Summary only. Only limited summary data is available for this year.$0.49$0.40$0.13$0.16$0.04
2015Summary only. Only limited summary data is available for this year.$0.53$0.40$0.13$0.19$0.13$0.06
2014Summary only. Only limited summary data is available for this year.$0.63$0.40$0.23$0.13$0.12$0.01
2013Summary only. Only limited summary data is available for this year.$0.62$0.40$0.22$0.22$0.05$0.17
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.19$0.16$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits