Civic Intelligence

Episcopal Senior Communities Foundation

990 • Fiscal year 2020 • EIN 46-0502111

Apr 01, 2019 to Mar 31, 2020 • Filed on Aug 14, 2020

Organization ProfileWWW.COVIA.ORG
2185 N California Blvd No 215Walnut Creek, CA 94596

(925) 956-7400

Siviq Scores

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

Liabilities / Assets

58th percentile

0.31x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.72x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

41st percentile

1.4%

Higher net margin than 41% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

97th percentile

$1,068,336

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

19th percentile

-2.4%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

18%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$14,302,325

Down $346,062 (-2.4%) from 2019

Net Assets

Down

$9,827,346

Down $677,043 (-6.4%) from 2019

Liabilities

Up

$4,474,979

Up $330,981 (+8.0%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin41st percentile

Revenue

Up

$6,225,773

Up $960,771 (+18%) from 2019

Expenses

Up

$6,141,295

Up $416,250 (+7.3%) from 2019

Net Income

Up

$84,478

Up $544,521 (+118%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $16,575,886Liabilities 2011: $5,405,171Net Assets 2011: $11,170,7152011Assets 2012: $14,567,433Liabilities 2012: $3,980,636Net Assets 2012: $10,586,7972012Assets 2013: $14,005,700Liabilities 2013: $4,145,336Net Assets 2013: $9,860,3642013Assets 2014: $13,347,989Liabilities 2014: $3,936,976Net Assets 2014: $9,411,0132014Assets 2015: $12,531,732Liabilities 2015: $3,560,738Net Assets 2015: $8,970,9942015Assets 2016: $14,148,282Liabilities 2016: $4,146,153Net Assets 2016: $10,002,1292016Assets 2017: $13,941,913Liabilities 2017: $3,982,305Net Assets 2017: $9,959,6082017Assets 2018: $15,006,064Liabilities 2018: $4,165,779Net Assets 2018: $10,840,2852018Assets 2019: $14,648,387Liabilities 2019: $4,143,998Net Assets 2019: $10,504,3892019Assets 2020: $14,302,325Liabilities 2020: $4,474,979Net Assets 2020: $9,827,3462020Assets 2021: $15,242,490Liabilities 2021: $4,856,993Net Assets 2021: $10,385,4972021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$14,302,325
Liabilities$4,474,979
Net Assets$9,827,346
Open 2020 Filing

Operations Trend

Revenue Growth76th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $1,781,2272011Expenses 2012: $2,254,0162012Revenue 2013: $2,416,148Expenses 2013: $2,919,260Net Income 2013: -$503,1122013Revenue 2014: $2,575,507Expenses 2014: $3,017,861Net Income 2014: -$442,3542014Revenue 2015: $3,380,272Expenses 2015: $3,347,296Net Income 2015: $32,9762015Revenue 2016: $3,670,057Expenses 2016: $2,172,951Net Income 2016: $1,497,1062016Revenue 2017: $2,135,964Expenses 2017: $2,140,974Net Income 2017: -$5,0102017Revenue 2018: $2,956,088Expenses 2018: $2,240,252Net Income 2018: $715,8362018Revenue 2019: $5,265,002Expenses 2019: $5,725,045Net Income 2019: -$460,0432019Revenue 2020: $6,225,773Expenses 2020: $6,141,295Net Income 2020: $84,4782020Revenue 2021: $5,427,768Expenses 2021: $5,668,587Net Income 2021: -$240,8192021Revenue 2022: $7,791,148Expenses 2022: $6,224,803Net Income 2022: $1,566,3452022

Highlighted filing

2020

Revenue$6,225,773
Expenses$6,141,295
Net Income$84,478
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Aug 14, 2020
Return Version
2019v5.1
Gross Receipts
$7,955,458
Mission and Program Overview

Mission

The mission of escf is to solicit contributions, invest and maintain assets and make distributions for the continuing financial support of community outreach, assistance and capital improvement needs of episcopal senior communities and its residents.

Covia foundation raises funds and supports the needs of covia communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,374,764$8,426,717▲ $1,051,953
Savings and Temporary Cash Investments$6,151,529$4,975,150▼ $1,176,379
Pledges and Grants Receivable$1,099,342$882,752▼ $216,590
Prepaid Expenses and Deferred Charges$22,752$17,706▼ $5,046
Total Assets$14,648,387$14,302,325▼ $346,062
Liabilities
Other Liabilities$3,900,299$4,271,479▲ $371,180
Deferred Revenue$241,025$203,500▼ $37,525
Accounts Payable and Accrued Expenses$2,674$0▼ $2,674
Total Liabilities$4,143,998$4,474,979▲ $330,981
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,940,697$8,845,738▼ $94,959
Net Assets Without Donor Restrictions$1,563,692$981,608▼ $582,084
Total Net Assets Fund Balance$10,504,389$9,827,346▼ $677,043
Total Liabilities and Net Assets / Fund Balance$14,648,387$14,302,325▼ $346,062

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$664,420-▼ $9,950-$654,470
2019$664,420-▲ $11,617$11,617$664,420
2018$664,420-▲ $23,938$23,938$664,420
2017$664,420-▲ $24,217$24,217$664,420
2016$664,420-▲ $15,806$15,806$664,420
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Case GordonChairman (thru 6/19)
Coates SallyDirector, Chairman (start 6/19)
Gerber KevinPresident, CEO
Schoenrock DianeDirector
Handelmann MargaretDirector (thru 6/19)
Lusse PatriciaDirector (thru 6/19)
Miller KatharineExecutive Director
Schaefer RonChief Operating Officer
Tobin William CFormer General Counsel, CRO
Mcmullin MarySecretary/chief Strgy & Adv Officer
Jamison DianaTreasurer, CFO
Brinton Prabhjot KVP Human Resources
Powell TracyVP of Community Services
Dana ChristopherVP of It
Revenue and Support

Revenue Composition

Contributions and Grants
$6,148,695
Program Service Revenue
$0
Investment Income
$114,516
Other Revenue
$-37,438
All Other Contributions
$2,363,896
Change in Net Assets
$84,478

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,319,904
Revenue Not Reported on Financial Statements
$-94,131
Revenue Not Reported on Form 990
$-761,521
Other Revenue Adjustments
$-107,243
Total Revenue per Audited Statements
$5,558,383
Total Revenue per Form 990
$6,225,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,127,661
Salaries, Compensation, and Employee Benefits$662,115
Other Expenses$351,519
Total Fundraising Expense$10,811
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,127,661--$5,127,661
Other Salaries and Wages-$514,126-$514,126
Other Employee Benefits-$81,272-$81,272
Advertising-$59,883$10,811$70,694
Fees for Services Other-$42,505-$42,505
Pension Plan Contributions-$40,736-$40,736
Occupancy-$40,647-$40,647
Fees for Services Accounting-$27,650-$27,650
Payroll Taxes-$25,981-$25,981
Office Expenses-$14,971-$14,971
Fees for Service Investment Mgmnt Fees-$13,112-$13,112
Travel-$11,217-$11,217
Information Technology-$7,204-$7,204
Conferences and Meetings-$6,684-$6,684
All Other Expenses-$1,435-$1,435
Other Expenses$92,115$300-$300
Fees for Services Legal-$23-$23
Total Functional Expenses$5,219,776$910,708$10,811$6,141,295

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,235,426
Total Expenses per Form 990$6,141,295
Expenses per Audited Statements$6,128,183
Expenses Not Reported on Form 990$107,243
Expenses Not Reported on Financial Statements$13,112
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Covia CommunitiesWalnut Creek, CA501(c)(3)General Support to Covia Communities$5,127,661
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$107,243
Fundraising Gross Income$69,805
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Celtic Cup$362,062$61,090$36,689$24,401
Tasteful Affair$38,415$8,715$8,110$605
Total Events$400,477$69,805$107,243$-37,438
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Crt & Cga Liability$3,935,974
Due to Covia Communities$335,505
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Covia communities is the sole corporate member of covia foundation. Covia communities has the right to appoint all the members of the covia foundation and the right to determine the distribution of assets on the liquidation of covia foundation.”

Form 990, Part VI, Section A, Line 7A

“The board shall consist of a range between five (5) and twenty-five (25) members, the actual number to be fixed from time to time by resolution of the board of the corporation. The members of the board shall be appointed by the member.”

Form 990, Part VI, Section A, Line 7B

“See response to form 990, part vi, question 6.”

Form 990, Part VI, Section A, Line 8B

“Covia foundation does not have committees to act on behalf of the governing body.”

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

“The cfo conducted a complete and thorough review of the form 990. An electronic copy of the form 990 was sent via email directly to each board member for their review and comments prior to filing with the internal revenue service.”

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

“The conflict of interest policy is reviewed on a transaction basis. The policy applies to all interested persons including any director, principal officer, or member of a committee with board-delegated powers who has a direct or indirect financial interest in the organization. Any officer or board member having a possible conflict of interest in any matter must disclose the existence and nature of the conflict. After disclosure of a potential conflict of interest to the board, the interested officer or board member would leave the board meeting while the conflict of interest is discussed and/or voted upon. The remaining board members shall decide if a conflict of interest exists.”

Form 990, Part VI, Section B, Line 15

“Senior management employees listed in part vii are employees of covia communities, a related organization. They are paid and issued w-2s by covia communities. Covia communities uses an independent consultant who analyzes and reports on reasonability of compensation every two years. The consultant is independent of management and reports directly to the chairman of the board. The consultant reviews and provides a report on any issues with the compensation the ceo and/or the cfo receive including any issues around excess compensation. Additionally, all key executives compensation are reviewed by the consultant. This review includes total cash compensation and benefits including retirement plans. Every year, the vice president of human resources reviews the compensation for all management against market analysis guidelines and recommends changes. This review also includes a test of benefits against similar companies.”

Form 990, Part VI, Section C, Line 19

“The audited financial statements are available on the organization's website, www.covia.org. The governing/organizing documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Covia Foundation
EIN
46-0502111
Phone
9259567400
Address
2185 N CALIFORNIA BLVD NO 215, WALNUT CREEK, CA 94596

Signing Officer

Name
Kevin Gerber
Title
President/CEO
Phone
9259567400
Signed
2020-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Gerber
Formed
2002
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
3
Volunteers
30

Preparer

Firm
Moss Adams Llp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Tracy S Paglia
Phone
4159561500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Changes in split interest gift agreements -624,684.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are used for atrium at slv, beautification fund at wh and assistance for residents. $156,406 is the nutter fund for the slv atrium; $498,064 is for assistance funds and the beautification fund for wh.”

PART X, LINE 2:

“The foundation adopted the provisions of the accounting standards codification ("asc") topic 740-10, income taxes, relating to accounting for uncertain tax positions, which had no financial statement impact to the foundation. The foundation recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The foundation recognizes interest and penalties related to income tax matters in support services expenses.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Changes in split interest gift agreements -624,684.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reclass of special event expenses -107,243.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reclass of special event expenses 107,243.”

Raw XML AppendixShowing 400 of 918 raw XML fields

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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5181272
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6898288
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7338368
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8428305
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9404858
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10231295
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11223775
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12237833
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13182768
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN (THRU 6/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR, CHAIRMAN (START 6/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR (THRU 6/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR (THRU 6/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT, CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY/CHIEF STRGY & ADV OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER, CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP OF COMMUNITY SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF IT
IRS990/Form990PartVIISectionAGrp/TitleTxt13FORMER GENERAL COUNSEL, CRO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0330672
IRS990/FundraisingDirectExpensesAmt0107243
IRS990/FundraisingGrossIncomeAmt069805
IRS990/GainOrLossGrp/SecuritiesAmt0611
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt0221818
IRS990/GrantAmt05127661
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05127661
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05127661
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01623053
IRS990/GrossReceiptsAmt07955458
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07204
IRS990/InformationTechnologyGrp/TotalAmt07204
IRS990/InvestmentIncomeGrp/ExclusionAmt0113905
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0113905
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07374764
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08426717
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01622442
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF COVIA FOUNDATION IS TO SOLICIT CONTRIBUTIONS, INVEST AND MAINTAIN ASSETS AND MAKE DISTRIBUTIONS FOR THE CONTINUING FINANCIAL SUPPORT OF COMMUNITY OUTREACH, ASSISTANCE AND CAPITAL IMPROVEMENT NEEDS OF COVIA COMMUNITIES AND ITS RESIDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010504389
IRS990/NetAssetsOrFundBalancesEOYAmt09827346
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0611
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0611
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-37438
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-37438
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-136837
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01563692
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0981608
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt040647
IRS990/OccupancyGrp/TotalAmt040647
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014971
IRS990/OfficeExpensesGrp/TotalAmt014971
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-624684
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt081272
IRS990/OtherEmployeeBenefitsGrp/TotalAmt081272
IRS990/OtherExpensesGrp/Desc0COMMUNITY PROGRAMS
IRS990/OtherExpensesGrp/Desc1DONOR APPRECIATION
IRS990/OtherExpensesGrp/Desc2TAXES & LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022962
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1300
IRS990/OtherExpensesGrp/ProgramServicesAmt092115
IRS990/OtherExpensesGrp/TotalAmt092115
IRS990/OtherExpensesGrp/TotalAmt122962
IRS990/OtherExpensesGrp/TotalAmt2300
IRS990/OtherLiabilitiesGrp/BOYAmt03900299
IRS990/OtherLiabilitiesGrp/EOYAmt04271479
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0514126
IRS990/OtherSalariesAndWagesGrp/TotalAmt0514126
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025981
IRS990/PayrollTaxesGrp/TotalAmt025981
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt040736
IRS990/PensionPlanContributionsGrp/TotalAmt040736
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01099342
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0882752
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022752
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017706
IRS990/PrincipalOfficerNm0KEVIN GERBER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05162746
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04810307
IRS990/PYInvestmentIncomeAmt0141982
IRS990/PYOtherExpensesAmt0240402
IRS990/PYOtherRevenueAmt0-39726
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-460043
IRS990/PYSalariesCompEmpBnftPaidAmt0674336
IRS990/PYTotalExpensesAmt05725045
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05265002
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt084478
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt03232309
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06151529
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04975150
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0946130471
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05127661
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COVIA COMMUNITIES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt05127661
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/CYEndwmtFundGrp/BeginningYearBalanceAmt0664420
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0654470
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-9950
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0664420
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0664420
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011617
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt011617
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0664420
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0664420
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023938
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt023938
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0664420
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0664420
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024217
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt024217
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0664420
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0664420
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015806
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt015806
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0107243
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013112
IRS990ScheduleD/ExpensesSubtotalAmt06128183
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013112
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013112
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-136837
IRS990ScheduleD/OtherExpensesIncludedAmt0107243
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03935974
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1335505
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CRT & CGA LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO COVIA COMMUNITIES
IRS990ScheduleD/OtherRevenueAmt0-624684
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-107243
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-761521

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,302,325
Liabilities
$4,474,979
Net assets
$9,827,346
Revenue
$6,225,773
Expenses
$6,141,295
Net income
$84,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$7.79$6.22$1.57
2021Detailed filing. Detailed filing data is available for this year.$15.2$4.86$10.4$5.43$5.67$0.24
2020Detailed filing. Detailed filing data is available for this year.$14.3$4.47$9.83$6.23$6.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$14.6$4.14$10.5$5.27$5.73$0.46
2018Summary only. Only limited summary data is available for this year.$15.0$4.17$10.8$2.96$2.24$0.72
2017Detailed filing. Detailed filing data is available for this year.$13.9$3.98$9.96$2.14$2.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$14.1$4.15$10.0$3.67$2.17$1.50
2015Detailed filing. Detailed filing data is available for this year.$12.5$3.56$8.97$3.38$3.35$0.03
2014Detailed filing. Detailed filing data is available for this year.$13.3$3.94$9.41$2.58$3.02$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$4.15$9.86$2.42$2.92$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$3.98$10.6$2.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$5.41$11.2$1.78