Civic Intelligence

Southwest Economic Solutions Inc

990 • Fiscal year 2016 • EIN 46-2252476

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 15, 2017

Organization ProfileWWW.SWSOL.ORG
5716 Michigan AvenueDetroit, MI 48210

(313) 841-9641

Siviq Scores

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

Liabilities / Assets

90th percentile

0.96x

Higher debt load relative to assets than 90% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.27x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

26th percentile

-6.8%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

94th percentile

$302,048

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-4.7%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$1,160,369

Down $139,033 (-11%) from 2015

Net Assets

Down

$51,291

Down $280,957 (-85%) from 2015

Liabilities

Up

$1,109,078

Up $141,924 (+15%) from 2015

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin26th percentile

Revenue

Down

$4,143,163

Down $204,452 (-4.7%) from 2015

Expenses

Up

$4,424,120

Up $323,709 (+7.9%) from 2015

Net Income

Down

-$280,957

Down $528,161 (-214%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2014: $801,515Liabilities 2014: $716,471Net Assets 2014: $85,0442014Assets 2015: $1,299,402Liabilities 2015: $967,154Net Assets 2015: $332,2482015Assets 2016: $1,160,369Liabilities 2016: $1,109,078Net Assets 2016: $51,2912016Assets 2017: $1,970,090Liabilities 2017: $1,609,958Net Assets 2017: $360,1322017Assets 2018: $2,842,691Liabilities 2018: $1,628,028Net Assets 2018: $1,214,6632018Assets 2019: $1,965,091Liabilities 2019: $1,505,884Net Assets 2019: $459,2072019Assets 2020: $1,712,012Liabilities 2020: $1,898,965Net Assets 2020: -$186,9532020Assets 2021: $1,547,756Liabilities 2021: $197,654Net Assets 2021: $1,350,1022021Assets 2022: $1,852,921Liabilities 2022: $76,943Net Assets 2022: $1,775,9782022Assets 2023: $1,904,747Liabilities 2023: $391,411Net Assets 2023: $1,513,3362023Assets 2024: $1,715,831Liabilities 2024: $542,452Net Assets 2024: $1,173,3792024

Highlighted filing

2016

Assets$1,160,369
Liabilities$1,109,078
Net Assets$51,291
Open 2016 Filing

Operations Trend

Revenue Growth31st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $4,910,529Expenses 2014: $4,930,374Net Income 2014: -$19,8452014Revenue 2015: $4,347,615Expenses 2015: $4,100,411Net Income 2015: $247,2042015Revenue 2016: $4,143,163Expenses 2016: $4,424,120Net Income 2016: -$280,9572016Revenue 2017: $4,019,904Expenses 2017: $4,163,551Net Income 2017: -$143,6472017Revenue 2018: $5,357,693Expenses 2018: $4,503,162Net Income 2018: $854,5312018Revenue 2019: $4,360,102Expenses 2019: $4,404,776Net Income 2019: -$44,6742019Revenue 2020: $4,213,608Expenses 2020: $4,703,247Net Income 2020: -$489,6392020Revenue 2021: $3,561,883Expenses 2021: $3,429,484Net Income 2021: $132,3992021Revenue 2022: $3,255,940Expenses 2022: $2,830,064Net Income 2022: $425,8762022Revenue 2023: $2,916,697Expenses 2023: $3,179,339Net Income 2023: -$262,6422023Revenue 2024: $3,386,689Expenses 2024: $3,726,646Net Income 2024: -$339,9572024

Highlighted filing

2016

Revenue$4,143,163
Expenses$4,424,120
Net Income-$280,957
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 15, 2017
Return Version
2015v3.0
Gross Receipts
$4,143,163
Mission and Program Overview

Mission

Southwest economic solutions mission is to provide opportunities for individuals and families to achieve greater economic success.

Southwest economic solutions mission is to provide opportunites for individuals and families to achieve greater economic success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$725,824$821,011▲ $95,187
Land, Buildings, and Equipment, Net$217,551$192,844▼ $24,707
Cash and Non-Interest-Bearing Accounts$339,846$130,667▼ $209,179
Prepaid Expenses and Deferred Charges$10,013$8,609▼ $1,404
Total Assets$1,299,402$1,160,369▼ $139,033
Other Assets Total$6,168$7,238▲ $1,070
Liabilities
Other Liabilities$444,467$795,891▲ $351,424
Accounts Payable and Accrued Expenses$320,830$313,187▼ $7,643
Deferred Revenue$201,857$0▼ $201,857
Total Liabilities$967,154$1,109,078▲ $141,924
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,000$104,489▲ $99,489
Unrestricted Net Assets$327,248$-53,198▼ $380,446
Total Net Assets Fund Balance$332,248$51,291▼ $280,957
Total Liabilities and Net Assets / Fund Balance$1,299,402$1,160,369▼ $139,033

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$60,272$39,085$99,357
Leasehold Improvements$84,721$11,794$96,515
Equipment$47,851$15,734$63,585
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Hector HernandezExecutive DirectorFT$111,719$111,719

Board Members and Trustees

NameTitle
Luis GarciaChairperson
Armando OjedaChairperson - Until 12/15
John Van CampPresident and CEO
Steven KosudaVice Chairperson
Ahmad EzzeddineDirector
Linda WestDirector
Niles HeronDirector
Christopher J LezovichDirector - as of 1/16
Lori BahnmuellerDirector - as of 11/15
Ashley D McleodDirector - as of 3/16
Nydia CardenasDirector - as of 3/16
Mary SeraphinoffDirector - Until 12/15
Guadalupe ZarateAssistant Secretary - as of 9/15
Lenora Hardy-fosterCFO/treasurer - Until 3/16
Michelle ShermanCOO (8/16) & Treasurer (9/16)
Erika RiggsSecretary
Kari JespersenTreasurer - as of 4/16
Revenue and Support

Revenue Composition

Contributions and Grants
$3,993,206
Program Service Revenue
$148,557
Investment Income
$390
Other Revenue
$1,010
All Other Contributions
$1,320,003
Change in Net Assets
$-280,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,042,569
Other Expenses$1,887,039
Grants and Similar Amounts Paid$494,512
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,636,361$3,473-$1,639,834
Fees for Services Management-$940,920-$940,920
Grants to Domestic Orgs$494,512--$494,512
Occupancy$251,654--$251,654
Other Employee Benefits$247,863$577-$248,440
Fees for Services Other$237,605--$237,605
Payroll Taxes$153,936$359-$154,295
Travel$114,005--$114,005
Office Expenses$81,439--$81,439
Depreciation Depletion$34,070--$34,070
Advertising$21,770--$21,770
Conferences and Meetings$13,227$346-$13,573
Other Expenses$13,480$59-$13,480
Total Functional Expenses$3,478,386$945,734$0$4,424,120
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Focus HopeDetroit, MI501(c)(3)Workforce Development Partnership$364,512
Prosperus Micro LendingDetroit, MI501(c)(3)Establish Micro Loan Fund$130,000
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

Other Reported Liabilities

LiabilityAmount
Related Party Liabilities$795,891
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 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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Southwest economic solutions is a wholly-owned subsidiary of southwest solutions, the parent company.”

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

“Board members are appointed by southwest solutions board of directors. Nominees are proposed by southwest economic solutions board of directors.”

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

“The southwest solutions board approves certain decisions of southwest economic solutions board of directors including but not limited to the following: budget approval, bylaws revisions, formation of a new company, and capital acquisitions greater than $250,000.”

Form 990, Part VI, Section B, line 11

“The 990 was prepared by an independent accounting firm. The 990 was reviewed by the financial controller and provided to the board of directors for their review after the filing of the form 990.”

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

“Annually the conflict of interest policy is provided to the board members for review and approval. In addition, the disclosure statement is completed on an annual basis by all board members. If there are any conflicts of interest, the board member would abstain from voting. All southwest economic solutions employees and board members are subject to the conflict of interest policy.”

Form 990, Part VI, Section B, line 15

“Compensation is set by the compensation committee of southwest solutions, a related organization. The agency participates in annual salary surveys based on agencies similar in size and revenues and consults with salary compensation specialists to determine compensation for ceo and key employees. All compensation must be approved by the board of directors. While an annual review is done, salaries are adopted for three years. Compensation was last reviewed in 2016.”

Form 990, Part VI, Section C, line 19

“Governing documents, conflict of interest policy, and the organization's financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Southwest Economic Solutions Inc
EIN
46-2252476
Phone
3138419641
Address
5716 Michigan Avenue, Detroit, MI 48210

Signing Officer

Name
Michelle R Sherman
Title
Chief Operating Officer
Phone
3134813103
Signed
2017-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle R Sherman
Formed
2013
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
Employees
60
Volunteers
13

Preparer

Firm
Plante & Moran Pllc
Address
27400 Northwestern Highway, Southfield, MI 48034
Preparer
Tina Peters
Phone
2483522500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The finance and audit committee of southwest solutions oversees the audit process and approves the independent audit firm. Southwest economic solutions is wholly-owned subsidiary of southwest solutions. This process has not changed from prior year.”

FORM 990, PART IV, LINES 12A AND 12B AND FORM 990, PART XII, LINE 2:

“As of the filing deadline for the 990 of august 15, 2017, the audit is currently in process and has yet to be finalized.”

Raw XML AppendixShowing 400 of 663 raw XML fields

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13269210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14164612
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16105623
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON - UNTIL 12/15
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR - UNTIL 12/15
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR - AS OF 11/15
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR - AS OF 1/16
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR - AS OF 3/16
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR - AS OF 3/16
IRS990/Form990PartVIISectionAGrp/TitleTxt12ASSISTANT SECRETARY - AS OF 9/15
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO/TREASURER - UNTIL 3/16
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER - AS OF 4/16
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17COO (8/16) & TREASURER (9/16)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0494512
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0494512
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0494512
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04143163
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0390
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0390
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt066613
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0217551
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0192844
IRS990/LandBldgEquipCostOrOtherBssAmt0259457
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SOUTHWEST ECONOMIC SOLUTIONS MISSION IS TO PROVIDE OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO ACHIEVE GREATER ECONOMIC SUCCESS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0332248
IRS990/NetAssetsOrFundBalancesEOYAmt051291
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0251654
IRS990/OccupancyGrp/TotalAmt0251654
IRS990/OfficeExpensesGrp/ProgramServicesAmt081439
IRS990/OfficeExpensesGrp/TotalAmt081439
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06168
IRS990/OtherAssetsTotalGrp/EOYAmt07238
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0577
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0247863
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0248440
IRS990/OtherExpensesGrp/Desc0PROGRAM COSTS
IRS990/OtherExpensesGrp/Desc1PROGRAM EVALUATION
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3MICRO LOAN OPERATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt059
IRS990/OtherExpensesGrp/ProgramServicesAmt0128508
IRS990/OtherExpensesGrp/ProgramServicesAmt134849
IRS990/OtherExpensesGrp/ProgramServicesAmt215107
IRS990/OtherExpensesGrp/ProgramServicesAmt313480
IRS990/OtherExpensesGrp/TotalAmt0128508
IRS990/OtherExpensesGrp/TotalAmt134849
IRS990/OtherExpensesGrp/TotalAmt215166
IRS990/OtherExpensesGrp/TotalAmt313480
IRS990/OtherLiabilitiesGrp/BOYAmt0444467
IRS990/OtherLiabilitiesGrp/EOYAmt0795891
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01010
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01010
IRS990/OtherRevenueTotalAmt01010
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03473
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01636361
IRS990/OtherSalariesAndWagesGrp/TotalAmt01639834
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0359
IRS990/PayrollTaxesGrp/ProgramServicesAmt0153936
IRS990/PayrollTaxesGrp/TotalAmt0154295
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010013
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08609
IRS990/PrincipalOfficerNm0MICHELLE R SHERMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0FORECLOSURE MITIGATION
IRS990/ProgramServiceRevenueGrp/Desc1APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0144301
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14256
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0144301
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14256
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04280799
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0305031
IRS990/PYInvestmentIncomeAmt014277
IRS990/PYOtherExpensesAmt01870319
IRS990/PYOtherRevenueAmt01219
IRS990/PYProgramServiceRevenueAmt051320
IRS990/PYRevenuesLessExpensesAmt0247204
IRS990/PYSalariesCompEmpBnftPaidAmt01925061
IRS990/PYTotalExpensesAmt04100411
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04347615
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-280957
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt02673203
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0149567
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03993206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04280799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04879285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013153290
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0390
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0256
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01062
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0217106
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt012843784
IRS990ScheduleA/SubstantialContributorsTotAmt0309506
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03993206
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04280799
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04879285
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013153290
IRS990ScheduleA/TotalSupportAmt013154352
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/EquipmentGrp/BookValueAmt047851
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015734
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063585
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt084721
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt011794
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt096515
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt060272
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt039085
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt099357
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0795891
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RELATED PARTY LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0192844
IRS990ScheduleD/TotalLiabilityAmt0795891
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0364512
IRS990ScheduleI/RecipientTable/CashGrantAmt1130000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,160,369
Liabilities
$1,109,078
Net assets
$51,291
Revenue
$4,143,163
Expenses
$4,424,120
Net income
-$280,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.54$1.17$3.39$3.73$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.39$1.51$2.92$3.18$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.08$1.78$3.26$2.83$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.20$1.35$3.56$3.43$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$1.90$0.19$4.21$4.70$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$1.51$0.46$4.36$4.40$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$1.63$1.21$5.36$4.50$0.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$1.61$0.36$4.02$4.16$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.16$1.11$0.05$4.14$4.42$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.97$0.33$4.35$4.10$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.72$0.09$4.91$4.93$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits