Civic Intelligence

Western Home Services Inc

990 • Fiscal year 2019 • EIN 45-5139878

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 17, 2020

Organization ProfileN/A
5307 Caraway LaneCedar Falls, IA 50613

(319) 277-2141

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.04x

Higher debt load relative to assets than 93% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

5.43x

Higher debt load relative to revenue than 92% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Net Margin

24th percentile

-2.1%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

44th percentile

$428,514

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Asset Growth

22nd percentile

-1.0%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-6.4%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$129,494,821

Down $1,245,478 (-1.0%) from 2018

Net Assets

Down

-$5,629,329

Down $520,573 (-10%) from 2018

Liabilities

Down

$135,124,150

Down $724,905 (-0.5%) from 2018

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin24th percentile

Revenue

Down

$24,902,636

Down $1,698,815 (-6.4%) from 2018

Expenses

Down

$25,423,209

Down $2,122,021 (-7.7%) from 2018

Net Income

Up

-$520,573

Up $423,206 (+45%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$300M$200M$100M$0-$100MAssets 2011: $74,181,180Liabilities 2011: $73,963,225Net Assets 2011: $217,9552011Assets 2012: $73,481,008Liabilities 2012: $73,837,795Net Assets 2012: -$356,7872012Assets 2013: $77,977,883Liabilities 2013: $77,307,626Net Assets 2013: $670,2572013Assets 2014: $84,442,129Liabilities 2014: $83,369,444Net Assets 2014: $1,072,6852014Assets 2015: $89,087,270Liabilities 2015: $84,919,583Net Assets 2015: $4,167,6872015Assets 2016: $105,556,265Liabilities 2016: $99,260,228Net Assets 2016: $6,296,0372016Assets 2017: $128,845,800Liabilities 2017: $123,880,414Net Assets 2017: $4,965,3862017Assets 2018: $130,740,299Liabilities 2018: $135,849,055Net Assets 2018: -$5,108,7562018Assets 2019: $129,494,821Liabilities 2019: $135,124,150Net Assets 2019: -$5,629,3292019Assets 2020: $131,510,034Liabilities 2020: $137,582,734Net Assets 2020: -$6,072,7002020Assets 2021: $172,352,897Liabilities 2021: $169,161,861Net Assets 2021: $3,191,0362021Assets 2022: $172,460,536Liabilities 2022: $176,152,626Net Assets 2022: -$3,692,0902022Assets 2023: $179,847,474Liabilities 2023: $186,675,845Net Assets 2023: -$6,828,3712023Assets 2024: $193,765,078Liabilities 2024: $201,481,190Net Assets 2024: -$7,716,1122024

Highlighted filing

2019

Assets$129,494,821
Liabilities$135,124,150
Net Assets-$5,629,329
Open 2019 Filing

Operations Trend

Revenue Growth22nd percentile

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

$60M$40M$20M$0-$20MExpenses 2011: $14,911,1472011Expenses 2012: $15,581,1052012Revenue 2013: $18,286,249Expenses 2013: $17,259,205Net Income 2013: $1,027,0442013Revenue 2014: $20,203,347Expenses 2014: $19,661,585Net Income 2014: $541,7622014Revenue 2015: $26,415,263Expenses 2015: $23,184,578Net Income 2015: $3,230,6852015Revenue 2016: $26,121,003Expenses 2016: $23,992,653Net Income 2016: $2,128,3502016Revenue 2017: $28,208,763Expenses 2017: $26,219,012Net Income 2017: $1,989,7512017Revenue 2018: $26,601,451Expenses 2018: $27,545,230Net Income 2018: -$943,7792018Revenue 2019: $24,902,636Expenses 2019: $25,423,209Net Income 2019: -$520,5732019Revenue 2020: $25,525,391Expenses 2020: $26,557,112Net Income 2020: -$1,031,7212020Revenue 2021: $41,691,659Expenses 2021: $44,042,040Net Income 2021: -$2,350,3812021Revenue 2022: $36,602,543Expenses 2022: $42,487,356Net Income 2022: -$5,884,8132022Revenue 2023: $39,401,157Expenses 2023: $42,575,580Net Income 2023: -$3,174,4232023Revenue 2024: $41,937,127Expenses 2024: $44,254,513Net Income 2024: -$2,317,3862024

Highlighted filing

2019

Revenue$24,902,636
Expenses$25,423,209
Net Income-$520,573
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 17, 2020
Return Version
2019v5.1
Gross Receipts
$24,913,086
Mission and Program Overview

Mission

To assertively create fulfilling lifestyles for seniors, their families, and our employees

To assertively create fulfilling lifestyles for seniors, their families, and our employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$100,419,934$97,084,232▼ $3,335,702
Prepaid Expenses and Deferred Charges$686,010$1,679,336▲ $993,326
Accounts Receivable$489,055$512,176▲ $23,121
Other Notes and Loans Receivable, Net-$505,481-
Cash and Non-Interest-Bearing Accounts$403,736$161,400▼ $242,336
Total Assets$130,740,299$129,494,821▼ $1,245,478
Other Assets Total$28,741,564$29,552,196▲ $810,632
Liabilities
Deferred Revenue$103,153,578$103,766,471▲ $612,893
Tax Exempt Bond Liabilities$30,555,111$29,414,537▼ $1,140,574
Accounts Payable and Accrued Expenses$2,140,366$1,932,774▼ $207,592
Escrow Account Liability-$10,368-
Total Liabilities$135,849,055$135,124,150▼ $724,905
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-5,108,756$-5,629,329▼ $520,573
Total Net Assets Fund Balance$-5,108,756$-5,629,329▼ $520,573
Total Liabilities and Net Assets / Fund Balance$130,740,299$129,494,821▼ $1,245,478

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$87,847,248$44,885,147$132,732,395
Land$9,236,984-$9,236,984
Other Assets Org$372,522--
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Larry FoxChair
Willard JenkinsImmediate Past Chair
Kathy FlynnVice Chair
Dr Richard FrankhauserDirector
Jim WohlpartDirector
Ronald GainsDirector
Bill WittDirector (through 7/2019)
Floyd WinterDirector (through 7/2019)
Scott BittnerDirector (through 7/2019)
Wendy AgerOperations Sr Director
Matt GarciaChief Business Dev and Pro
Kris HansenChief Executive Officer
Catherine MeierChief Financial Officer
Jerry HarrisChief Operating Officer
Sarah BrownSecretary
Greg SchmitzTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
MorrisonFood/dining400 NORTHRIDGE RD 600, Atlanta, GA 30350$990,137
Martin BrothersFood/food ServicesPO BOX 69, Cedar Falls, IA 50613$499,693
SmartlinxPayroll Processing111 S WOOD AVE, Iselin, NJ 08830$167,467
Revenue and Support

Revenue Composition

Contributions and Grants
$168,636
Program Service Revenue
$23,950,525
Investment Income
$783,475
Other Revenue
$0
All Other Contributions
$153,366
Change in Net Assets
$-520,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,312,532
Salaries, Compensation, and Employee Benefits$10,110,677
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,040,406$1,316,450-$8,356,856
Depreciation Depletion$4,599,981--$4,599,981
Occupancy$2,447,361$386,623-$2,833,984
Fees for Services Management-$1,522,073-$1,522,073
Interest$1,336,950--$1,336,950
Fees for Services Other$305,048$753,457-$1,058,505
Other Employee Benefits$620,766$390,937-$1,011,703
Payroll Taxes$515,508$98,955-$614,463
Insurance-$318,449-$318,449
Travel$94,295$185,715-$280,010
Pension Plan Contributions$107,593$20,062-$127,655
Advertising-$88,706-$88,706
Other Expenses$146,399$42,182-$42,182
Total Functional Expenses$20,078,231$5,344,978$0$25,423,209
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
BIowa Finance Authority2016-11-08$32,500,000Senior living facilities revenue refunding bonds (western home project)
CIowa Finance Authority2013-12-31$11,295,000Senior living facilities revenue refunding bonds (western home project)
AIowa Finance Authority2015-12-01$5,165,000Senior living facilities revenue refunding bonds (western home project)

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$32,500,000$10,955,575$860,605$322,065
C$11,295,000-$1,698,152$339,425
A$5,165,000$4,629,939$626,075$101,588

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The organizations 990 will be distributed to all members of the board via email and will be reviewed and approved by all board members prior to filing.”

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

“Board members do not vote on issues concerning their conflict of interest and are excused from any discussion involving the conflict of interest. Board members are to report promptly any situation which might involve or appear to involve any conflict of interest. A conflict of interest statement is to be signed by each board member during their time as a board member.”

Form 990, Part VI, Section B, Line 15

“Compensation is determined by a related organization and the related organization has processes in place to review and approve the compensation, review comparable data and have adequate deliberation and decisions by the related organization board members.”

Form 990, Part VI, Section C, Line 19

“All governing documents, conflict of interest policies, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Western Home Group
EIN
45-5139878
Phone
3192772141
Address
5307 CARAWAY LANE, CEDAR FALLS, IA 50613

Signing Officer

Name
Catherine Meier
Title
Chief Financial Officer
Phone
3192772141
Signed
2020-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kris Hansen
Formed
2011
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
225

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Christopher Steinhoff
Phone
6123764500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“This process has not changed from the prior year.”

FORM 990, PART XI, LINE 2C:

“The board of directors is responsible for selecting the independent auditors to perform the audit. The board is also responsible for the oversight of the audit and of the financial statements. This process has remained unchanged from the prior year.”

Financial Statement Notes

PART IV, LINE 1B:

“These funds are held as resident trust fund and are classified as an asset. The resident trust fund was formed by a signed trust agreement, which conforms to the irs rules and regulations.”

PART IV, LINE 2B:

“The funds are held as resident trust fund account and have offsetting liabilities to the asset account.”

PART X, LINE 2:

“The organization has adopted the accounting standard regarding accounting for uncertain tax positions. This standard provides detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions recognized in the entity's financial statements. It requires an entity to recognize the financial statement benefit of a tax position when it is more likely than not that the position will be sustained upon examination. The adoption of this standard had no material effect on the organization's financial position, results of operations, or cash flow.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1210930
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF BUSINESS DEV AND PRO
IRS990/Form990PartVIISectionAGrp/TitleTxt4OPERATIONS SR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (THROUGH 7/2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (THROUGH 7/2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (THROUGH 7/2019)
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IRS990/FormationYr02011
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IRS990/GamingActivitiesInd00
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IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02090
IRS990/GrossReceiptsAmt024913086
IRS990/GroupExemptionNum05863
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IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InsuranceGrp/TotalAmt0318449
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IRS990/InterestGrp/TotalAmt01336950
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0791835
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IRS990/InvestTaxExemptBondsInd00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0100419934
IRS990/LandBldgEquipBasisNetGrp/EOYAmt097084232
IRS990/LandBldgEquipCostOrOtherBssAmt0141969379
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt010450
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSERTIVELY CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES, AND OUR EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-5108756
IRS990/NetAssetsOrFundBalancesEOYAmt0-5629329
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-8360
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-8360
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-5108756
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-5629329
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0386623
IRS990/OccupancyGrp/ProgramServicesAmt02447361
IRS990/OccupancyGrp/TotalAmt02833984
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt028741564
IRS990/OtherAssetsTotalGrp/EOYAmt029552196
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0390937
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0620766
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01011703
IRS990/OtherExpensesGrp/Desc0FOOD & DEPARTMENT SUPPL
IRS990/OtherExpensesGrp/Desc1OTHER GENERAL & ADMIN
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039208
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1182161
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt242182
IRS990/OtherExpensesGrp/ProgramServicesAmt02863924
IRS990/OtherExpensesGrp/ProgramServicesAmt1146399
IRS990/OtherExpensesGrp/TotalAmt02903132
IRS990/OtherExpensesGrp/TotalAmt1328560
IRS990/OtherExpensesGrp/TotalAmt242182
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01316450
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07040406
IRS990/OtherSalariesAndWagesGrp/TotalAmt08356856
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0505481
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt098955
IRS990/PayrollTaxesGrp/ProgramServicesAmt0515508
IRS990/PayrollTaxesGrp/TotalAmt0614463
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt020062
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0107593
IRS990/PensionPlanContributionsGrp/TotalAmt0127655
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0686010
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01679336
IRS990/PrincipalOfficerNm0KRIS HANSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0ROUTINE SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1ANCILLARY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023658959
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1291566
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023658959
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1291566
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0232886
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0760406
IRS990/PYOtherExpensesAmt017082066
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt025608159
IRS990/PYRevenuesLessExpensesAmt0-943779
IRS990/PYSalariesCompEmpBnftPaidAmt010463164
IRS990/PYTotalExpensesAmt027545230
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026601451
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-520573
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt015270
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt023950525
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0168636
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0232886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0128132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02432743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01605355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04567752
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0791835
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0760406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt044909
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt056172
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt066139
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01719461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023950525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025608159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028035402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt023632088
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022403877
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0123630051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0791835
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0760406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt044909
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt056172
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt066139
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01719461
IRS990ScheduleA/InvestmentIncomeCYPct00.01320
IRS990ScheduleA/InvestmentIncomePYPct00.00790
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98680
IRS990ScheduleA/PublicSupportPY509Pct00.99210
IRS990ScheduleA/PublicSupportTotal509Amt0128197803
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024119161
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025841045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028163534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026064831
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024009232
IRS990ScheduleA/Total509Grp/TotalAmt0128197803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024910996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026601451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028208443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026121003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt024075371
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0129917264
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$129,494,821
Liabilities
$135,124,150
Net assets
-$5,629,329
Revenue
$24,902,636
Expenses
$25,423,209
Net income
-$520,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$194$201$7.72$41.9$44.3$2.32
2023Detailed filing. Detailed filing data is available for this year.$180$187$6.83$39.4$42.6$3.17
2022Detailed filing. Detailed filing data is available for this year.$172$176$3.69$36.6$42.5$5.88
2021Detailed filing. Detailed filing data is available for this year.$172$169$3.19$41.7$44.0$2.35
2020Detailed filing. Detailed filing data is available for this year.$132$138$6.07$25.5$26.6$1.03
2019Detailed filing. Detailed filing data is available for this year.$129$135$5.63$24.9$25.4$0.52
2018Detailed filing. Detailed filing data is available for this year.$131$136$5.11$26.6$27.5$0.94
2017Detailed filing. Detailed filing data is available for this year.$129$124$4.97$28.2$26.2$1.99
2016Detailed filing. Detailed filing data is available for this year.$106$99.3$6.30$26.1$24.0$2.13
2015Detailed filing. Detailed filing data is available for this year.$89.1$84.9$4.17$26.4$23.2$3.23
2014Detailed filing. Detailed filing data is available for this year.$84.4$83.4$1.07$20.2$19.7$0.54
2013Detailed filing. Detailed filing data is available for this year.$78.0$77.3$0.67$18.3$17.3$1.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.5$73.8$0.36$15.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.2$74.0$0.22$14.9