Civic Intelligence

Mathison Retirement Community

990 • Fiscal year 2024 • EIN 46-2392994

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

Organization ProfileN/A
1520 Cooper Hill RoadBirmingham, AL 35210

(205) 951-2442

Siviq Scores

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

Liabilities / Assets

75th percentile

0.48x

Higher debt load relative to assets than 75% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

1.44x

Higher debt load relative to revenue than 85% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

44th percentile

2.0%

Higher net margin than 44% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$417,254

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

27th percentile

-1.4%

Faster asset growth than 27% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

0.2%

Faster revenue growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$14,396,288

Down $202,465 (-1.4%) from 2023

Net Assets

Down

$7,537,389

Down $142,515 (-1.9%) from 2023

Liabilities

Down

$6,858,899

Down $59,950 (-0.9%) from 2023

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin44th percentile

Revenue

Up

$4,750,174

Up $7,222 (+0.2%) from 2023

Expenses

Up

$4,653,229

Up $354,452 (+8.2%) from 2023

Net Income

Down

$96,945

Down $347,230 (-78%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$20M$15M$10M$5.0M$0Assets 2014: $1Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $13,666,929Liabilities 2015: $7,953,762Net Assets 2015: $5,713,1672015Assets 2016: $13,524,977Liabilities 2016: $7,808,085Net Assets 2016: $5,716,8922016Assets 2017: $13,421,809Liabilities 2017: $7,719,364Net Assets 2017: $5,702,4452017Assets 2018: $13,291,478Liabilities 2018: $7,710,553Net Assets 2018: $5,580,9252018Assets 2019: $14,227,211Liabilities 2019: $7,674,330Net Assets 2019: $6,552,8812019Assets 2020: $15,611,900Liabilities 2020: $7,512,265Net Assets 2020: $8,099,6352020Assets 2021: $15,299,395Liabilities 2021: $7,630,042Net Assets 2021: $7,669,3532021Assets 2022: $15,487,229Liabilities 2022: $7,781,028Net Assets 2022: $7,706,2012022Assets 2023: $14,598,753Liabilities 2023: $6,918,849Net Assets 2023: $7,679,9042023Assets 2024: $14,396,288Liabilities 2024: $6,858,899Net Assets 2024: $7,537,3892024

Highlighted filing

2024

Assets$14,396,288
Liabilities$6,858,899
Net Assets$7,537,389
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $3,709,050Expenses 2015: $3,030,201Net Income 2015: $678,8492015Revenue 2016: $3,680,476Expenses 2016: $3,228,754Net Income 2016: $451,7222016Revenue 2017: $3,737,159Expenses 2017: $3,310,009Net Income 2017: $427,1502017Revenue 2018: $4,346,839Expenses 2018: $3,366,750Net Income 2018: $980,0892018Revenue 2019: $7,023,781Expenses 2019: $5,797,449Net Income 2019: $1,226,3322019Revenue 2020: $5,257,770Expenses 2020: $3,425,381Net Income 2020: $1,832,3892020Revenue 2021: $4,338,671Expenses 2021: $3,865,661Net Income 2021: $473,0102021Revenue 2022: $4,235,468Expenses 2022: $3,858,383Net Income 2022: $377,0852022Revenue 2023: $4,742,952Expenses 2023: $4,298,777Net Income 2023: $444,1752023Revenue 2024: $4,750,174Expenses 2024: $4,653,229Net Income 2024: $96,9452024

Highlighted filing

2024

Revenue$4,750,174
Expenses$4,653,229
Net Income$96,945
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$4,750,174
Mission and Program Overview

Mission

To provided affordable housing to the elderly and handicapped.

To provide affordable housing to the elderly and handicapped

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,294,446$11,955,523▼ $338,923
Prepaid Expenses and Deferred Charges$479,628$398,947▼ $80,681
Savings and Temporary Cash Investments$166,930$156,240▼ $10,690
Cash and Non-Interest-Bearing Accounts$574,213$80,287▼ $493,926
Accounts Receivable$28,660$40,405▲ $11,745
Inventories for Sale or Use$7,369$7,369→ $0
Total Assets$14,598,753$14,396,288▼ $202,465
Other Assets Total$1,047,507$1,757,517▲ $710,010
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,327,762$6,477,872▲ $150,110
Accounts Payable and Accrued Expenses$380,689$345,400▼ $35,289
Other Liabilities$210,398$35,627▼ $174,771
Total Liabilities$6,918,849$6,858,899▼ $59,950
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,679,904$7,537,389▼ $142,515
Total Net Assets Fund Balance$7,679,904$7,537,389▼ $142,515
Total Liabilities and Net Assets / Fund Balance$14,598,753$14,396,288▼ $202,465

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,268,339$2,964,828$13,233,167
Land$1,450,400-$1,450,400
Equipment$203,675$341,091$544,766
Other Land Buildings$33,109$49,914$83,023
Other Assets Org$3,484--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleBaseTotal
Cynthia L WoodManagement$100,733$100,733

Board Members and Trustees

NameTitle
Marsha D ClarkChair
Christopher W TomlinPresident & CEO
Jamie W Steele JrVice Chair
Michael D GilesSenior Vice President & COO
Elizabeth M HuberTrustee
Robert C Scales SrTrustee
Robert L Mckee IiiTrustee
Samuel G SumnerTrustee
Tommy W PeacockTrustee
Maudine J HollowaySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$49,309
Program Service Revenue
$4,625,301
Investment Income
$847
Other Revenue
$74,717
All Other Contributions
$49,309
Change in Net Assets
$96,945

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,750,174
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,750,174
Total Revenue per Form 990
$4,750,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,688,578
Salaries, Compensation, and Employee Benefits$1,964,651
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,682,978--$1,682,978
Insurance$588,347--$588,347
Depreciation Depletion$467,294--$467,294
Occupancy$302,625--$302,625
Fees for Services Management-$282,027-$282,027
Other Employee Benefits$156,619--$156,619
Payroll Taxes$125,054--$125,054
All Other Expenses$52,486--$52,486
Other Expenses$42,860--$42,860
Information Technology$31,400--$31,400
Office Expenses$22,153--$22,153
Advertising$8,136--$8,136
Fees for Services Other$4,835--$4,835
Total Functional Expenses$4,371,202$282,027$0$4,653,229

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,653,229
Total Expenses per Audited Statements$4,653,229
Total Expenses per Form 990$4,653,229
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Refundable Security Deposits$35,627
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management delegated - mathison reitrement community has a hud approved management contract with methodist home for the aging (the sponsor and controlling entity).”

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

“The 990 is reviewed by the methodist home for the aging executive staff and mathison retirement community officers.”

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

“Enforcement of conflicts policy - all interested persons must sign an annual conflict of interest statement. A conflict of interest committee was appointed by the methodist home for the aging board to monitor and enforce conflict of interest issues.”

Form 990, Part VI, Section B, Line 15

“Compensation process for top officials - the finance committee of the board of the methodist home for the aging shall set the compensation for the executive staff. The executive staff shall recommend compensation for the key employees and staff at all the facilities. The recommendations are reviewed, approved or modified by the finance committee. Compensation for officers-see above-mathison retirement community officers are not compensated.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation - governing documents and form 990 are available by request by appointment, inspection can be made at 1520 cooper hill road, birmingham, al 35210.”

Filing and Contact Details

Filer

Filer Name
Mathison Retirement Community
EIN
46-2392994
Phone
2059512442
Address
1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210

Signing Officer

Name
Mike Faulkner
Title
CFO
Phone
2059512442
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher W Tomlin
Formed
2015
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
89
Volunteers
10

Preparer

Firm
Cri Advisors LLC
Address
1601 2ND AVENUE EAST, ONEONTA, AL 35121
Preparer
Jonathan D Thomas
Phone
2055176914
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Surplus cash payment to mha -239,460.”

FORM 990, PART XII, LINE 2C:

“The organization has not changed any processes from prior year.”

Financial Statement Notes

PART X, LINE 2:

“Mathison is organized and operated exclusively for charitable, not-for-profit purposes. The internal revenue service has, in prior years, issued its determination letter reflecting that mathison is exempt from federal income tax under section 501(c)(3) of the internal revenue code. Therefore, no income tax provision has been included in the financial statements. Mathison is no longer subject to income tax examinations for fiscal years up to and including 2020.”

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IRS990/OtherChangesInNetAssetsAmt0-239460
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0156619
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0156619
IRS990/OtherExpensesGrp/Desc0OTHER ASSISTED LIVING E
IRS990/OtherExpensesGrp/Desc1FINANCIAL FEES
IRS990/OtherExpensesGrp/Desc2OPERATING AND MAINTENAN
IRS990/OtherExpensesGrp/Desc3MORTGAGE INSURANCE PREM
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IRS990/OtherExpensesGrp/ProgramServicesAmt1271589
IRS990/OtherExpensesGrp/ProgramServicesAmt2133482
IRS990/OtherExpensesGrp/ProgramServicesAmt342860
IRS990/OtherExpensesGrp/TotalAmt0481344
IRS990/OtherExpensesGrp/TotalAmt1271589
IRS990/OtherExpensesGrp/TotalAmt2133482
IRS990/OtherExpensesGrp/TotalAmt342860
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IRS990/OtherLiabilitiesGrp/EOYAmt035627
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IRS990/OtherRevenueTotalAmt074717
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01682978
IRS990/OtherSalariesAndWagesGrp/TotalAmt01682978
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0125054
IRS990/PayrollTaxesGrp/TotalAmt0125054
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0479628
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0398947
IRS990/PrincipalOfficerNm0CHRISTOPHER W TOMLIN
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03396
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0765
IRS990/PYOtherExpensesAmt02474429
IRS990/PYOtherRevenueAmt0227082
IRS990/PYProgramServiceRevenueAmt04511709
IRS990/PYRevenuesLessExpensesAmt0444175
IRS990/PYSalariesCompEmpBnftPaidAmt01824348
IRS990/PYTotalExpensesAmt04298777
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04742952
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt096945
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04749327
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0166930
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0156240
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049309
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0159825
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0847
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0765
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0381
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0574
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04625301
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04511709
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04199384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03781108
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04029357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021146859
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0847
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0765
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0381
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0511
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0574
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03078
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt074717
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0227082
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0301799
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98590
IRS990ScheduleA/PublicSupportPY509Pct00.99110
IRS990ScheduleA/PublicSupportTotal509Amt021306684
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04674610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04515105
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04235088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03851713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04030168
IRS990ScheduleA/Total509Grp/TotalAmt021306684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04750174
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04742952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04235469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03852224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04030742
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021611561
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt010268339
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02964828
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013233167
IRS990ScheduleD/EquipmentGrp/BookValueAmt0203675
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0341091
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0544766
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04653229
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01450400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01450400
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt085119
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1327684
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2703239
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3355288
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4282703
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt53484
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDUAL RESERVES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2REPLACEMENT RESERVES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3ESCROW ACCOUNTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4LOAN COSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5DUE TO/FROM MATHISON RETIRE CO
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt049914
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt083023
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt035627
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04750174
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MATHISON IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, NOT-FOR-PROFIT PURPOSES. THE INTERNAL REVENUE SERVICE HAS, IN PRIOR YEARS, ISSUED ITS DETERMINATION LETTER REFLECTING THAT MATHISON IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. MATHISON IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS UP TO AND INCLUDING 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt01757517
IRS990ScheduleD/TotalExpensesPerForm990Amt04653229
IRS990ScheduleD/TotalLiabilityAmt035627
IRS990ScheduleD/TotalRevenuePerForm990Amt04750174
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04750174
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04653229
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0417254

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,396,288
Liabilities
$6,858,899
Net assets
$7,537,389
Revenue
$4,750,174
Expenses
$4,653,229
Net income
$96,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.4$6.86$7.54$4.75$4.65$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$6.92$7.68$4.74$4.30$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$7.78$7.71$4.24$3.86$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$7.63$7.67$4.34$3.87$0.47
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$7.51$8.10$5.26$3.43$1.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$7.67$6.55$7.02$5.80$1.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$7.71$5.58$4.35$3.37$0.98
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$7.72$5.70$3.74$3.31$0.43
2016Detailed filing. Detailed filing data is available for this year.$13.5$7.81$5.72$3.68$3.23$0.45
2015Detailed filing. Detailed filing data is available for this year.$13.7$7.95$5.71$3.71$3.03$0.68
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00