Civic Intelligence

Wesley Gardens Retirement Community Inc.

990 • Fiscal year 2018 • EIN 46-2396221

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

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

72nd percentile

0.42x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

1.31x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

30th percentile

-2.4%

Higher net margin than 30% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

35th percentile

-1.7%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

5.3%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$8,776,919

Down $151,267 (-1.7%) from 2017

Net Assets

Down

$5,081,062

Down $68,083 (-1.3%) from 2017

Liabilities

Down

$3,695,857

Down $83,184 (-2.2%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin30th percentile

Revenue

Up

$2,829,428

Up $142,348 (+5.3%) from 2017

Expenses

Up

$2,897,511

Up $102,826 (+3.7%) from 2017

Net Income

Up

-$68,083

Up $39,522 (+37%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$10M$5.0M$0Assets 2013: $1Liabilities 2013: $0Net Assets 2013: $02013Assets 2016: $9,050,042Liabilities 2016: $3,793,292Net Assets 2016: $5,256,7502016Assets 2017: $8,928,186Liabilities 2017: $3,779,041Net Assets 2017: $5,149,1452017Assets 2018: $8,776,919Liabilities 2018: $3,695,857Net Assets 2018: $5,081,0622018Assets 2019: $8,922,248Liabilities 2019: $3,791,577Net Assets 2019: $5,130,6712019Assets 2020: $8,814,269Liabilities 2020: $3,710,829Net Assets 2020: $5,103,4402020Assets 2021: $8,620,015Liabilities 2021: $3,856,704Net Assets 2021: $4,763,3112021Assets 2022: $8,458,975Liabilities 2022: $4,001,171Net Assets 2022: $4,457,8042022Assets 2023: $7,971,822Liabilities 2023: $4,082,159Net Assets 2023: $3,889,6632023Assets 2024: $7,915,946Liabilities 2024: $4,125,047Net Assets 2024: $3,790,8992024

Highlighted filing

2018

Assets$8,776,919
Liabilities$3,695,857
Net Assets$5,081,062
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2016: $1,964,497Expenses 2016: $2,060,069Net Income 2016: -$95,5722016Revenue 2017: $2,687,080Expenses 2017: $2,794,685Net Income 2017: -$107,6052017Revenue 2018: $2,829,428Expenses 2018: $2,897,511Net Income 2018: -$68,0832018Revenue 2019: $2,962,553Expenses 2019: $2,912,944Net Income 2019: $49,6092019Revenue 2020: $2,956,257Expenses 2020: $2,983,488Net Income 2020: -$27,2312020Revenue 2021: $2,770,435Expenses 2021: $3,090,492Net Income 2021: -$320,0572021Revenue 2022: $2,883,527Expenses 2022: $3,189,034Net Income 2022: -$305,5072022Revenue 2023: $2,823,248Expenses 2023: $3,428,022Net Income 2023: -$604,7742023Revenue 2024: $3,541,536Expenses 2024: $3,640,300Net Income 2024: -$98,7642024

Highlighted filing

2018

Revenue$2,829,428
Expenses$2,897,511
Net Income-$68,083
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$2,860,910
Mission and Program Overview

Mission

To provide 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$8,006,603$7,980,668▼ $25,935
Savings and Temporary Cash Investments$610,241$499,961▼ $110,280
Prepaid Expenses and Deferred Charges$62,321$86,743▲ $24,422
Cash and Non-Interest-Bearing Accounts$120,673$76,484▼ $44,189
Accounts Receivable-$11,114-
Inventories for Sale or Use$11,997$9,097▼ $2,900
Total Assets$8,928,186$8,776,919▼ $151,267
Other Assets Total$116,351$112,852▼ $3,499
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,453,618$3,397,694▼ $55,924
Accounts Payable and Accrued Expenses$253,070$277,363▲ $24,293
Deferred Revenue$60,353--
Other Liabilities$12,000$20,800▲ $8,800
Total Liabilities$3,779,041$3,695,857▼ $83,184
Net Assets / Fund Balance
Unrestricted Net Assets$5,149,145$5,081,062▼ $68,083
Total Net Assets Fund Balance$5,149,145$5,081,062▼ $68,083
Total Liabilities and Net Assets / Fund Balance$8,928,186$8,776,919▼ $151,267

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,354,125$542,183$7,896,308
Other Land Buildings$380,287$150,229$530,516
Land$200,000-$200,000
Equipment$46,256$17,460$63,716
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Dianne GriswoldChair
Robert L Mckee IiiVice Chair
Buzz BarrettTrustee
Jerry DoolingTrustee
Margaret OdomTrustee
Marty ClarkTrustee
Maudine J HollowayTrustee
Tom Hammons JrTrustee
Christopher TomlinCEO- Mha
W Bruce AkinsCFO - Mha
Betty SalterSecretary
Pete ComfortTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$82,424
Program Service Revenue
$2,732,495
Investment Income
$14,509
Other Revenue
$0
All Other Contributions
$82,424
Change in Net Assets
$-68,083

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,829,428
Total Revenue per Audited Statements
$2,829,428
Total Revenue per Form 990
$2,829,428
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,480,183
Other Expenses$1,417,328
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,291,469--$1,291,469
Depreciation Depletion$272,584--$272,584
All Other Expenses$267,288--$267,288
Fees for Services Management-$168,841-$168,841
Interest$123,484--$123,484
Other Employee Benefits$96,058--$96,058
Payroll Taxes$92,656--$92,656
Insurance$88,741--$88,741
Other Expenses$70,234--$70,234
Advertising$13,676--$13,676
Office Expenses$11,362--$11,362
Travel$962--$962
Total Functional Expenses$2,728,670$168,841$0$2,897,511

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,897,511
Total Expenses per Audited Statements$2,897,511
Total Expenses per Form 990$2,897,511
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 Deposit$20,800
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
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, Page 6, Part VI, Line 3

“Wesley gardens has a hud approved management contract with methodist home for the aging (the sponsor and controlling entity).”

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed by the methodist home for the aging executive staff and wesley gardens officers.”

Form 990, Page 6, Part VI, Line 12C

“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, Page 6, Part VI, Line 15A

“See below - wesley gardens officers are not compensated.”

Form 990, Page 6, Part VI, Line 15B

“The finance committee of the board of 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.”

Form 990, Page 6, Part VI, Line 19

“By appointment, inspection can be made at 1520 cooper hill rd, birmingham, al 35210.”

Filing and Contact Details

Filer

Filer Name
Wesley Gardens Retirement Community
EIN
46-2396221
Phone
2059512442
Address
1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210

Signing Officer

Name
W Bruce Akins
Title
CFO - Mha
Phone
2059512442
Signed
2018-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Tomlin
Formed
2012
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
9
Employees
78

Preparer

Firm
Cooke Cameron Travis & Company Pc
Address
2109 DEVEREUX CIR, BIRMINGHAM, AL 35243
Preparer
Michael W Cooke
Phone
2059670101
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IRS990/PYRevenuesLessExpensesAmt0-107605
IRS990/PYSalariesCompEmpBnftPaidAmt01456580
IRS990/PYTotalExpensesAmt02794685
IRS990/PYTotalRevenueAmt02687080
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-68083
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02732495
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0610241
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0499961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt082424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt059580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0176459
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0192
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06296
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02746833
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02652625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01958201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07357659
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0192
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06659
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99860
IRS990ScheduleA/PublicSupportTotal509Amt07534118
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02829257
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02687080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02017781
IRS990ScheduleA/Total509Grp/TotalAmt07534118
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02829428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02687272
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02024077
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07540777
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt07354125
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0542183
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07896308
IRS990ScheduleD/EquipmentGrp/BookValueAmt046256
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017460
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063716
IRS990ScheduleD/ExpensesSubtotalAmt02897511
IRS990ScheduleD/LandGrp/BookValueAmt0200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0200000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0380287
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0150229
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0530516
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE SECURITY DEPOSIT
IRS990ScheduleD/RevenueSubtotalAmt02829428
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07980668
IRS990ScheduleD/TotalExpensesPerForm990Amt02897511
IRS990ScheduleD/TotalLiabilityAmt020800
IRS990ScheduleD/TotalRevenuePerForm990Amt02829428
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02829428
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02897511
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WESLEY GARDENS HAS A HUD APPROVED MANAGEMENT CONTRACT WITH METHODIST HOME FOR THE AGING (THE SPONSOR AND CONTROLLING ENTITY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE METHODIST HOME FOR THE AGING EXECUTIVE STAFF AND WESLEY GARDENS OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEE BELOW - WESLEY GARDENS OFFICERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCE COMMITTEE OF THE BOARD OF 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BY APPOINTMENT, INSPECTION CAN BE MADE AT 1520 COOPER HILL RD, BIRMINGHAM, AL 35210.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LT CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0168841
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08928186
IRS990/TotalAssetsEOYAmt08776919
IRS990/TotalAssetsGrp/BOYAmt08928186
IRS990/TotalAssetsGrp/EOYAmt08776919
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt082424
IRS990/TotalEmployeeCnt078
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0168841
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02728670
IRS990/TotalFunctionalExpensesGrp/TotalAmt02897511
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03779041
IRS990/TotalLiabilitiesEOYAmt03695857
IRS990/TotalLiabilitiesGrp/BOYAmt03779041
IRS990/TotalLiabilitiesGrp/EOYAmt03695857
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05149145
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05081062
IRS990/TotalProgramServiceExpensesAmt02728670
IRS990/TotalProgramServiceRevenueAmt02732495
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02747004
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02829428
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08928186
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08776919

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,776,919
Liabilities
$3,695,857
Net assets
$5,081,062
Revenue
$2,829,428
Expenses
$2,897,511
Net income
-$68,083
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.92$4.13$3.79$3.54$3.64$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$4.08$3.89$2.82$3.43$0.60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.46$4.00$4.46$2.88$3.19$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.62$3.86$4.76$2.77$3.09$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.81$3.71$5.10$2.96$2.98$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.92$3.79$5.13$2.96$2.91$0.05
2018Detailed filing. Detailed filing data is available for this year.$8.78$3.70$5.08$2.83$2.90$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.93$3.78$5.15$2.69$2.79$0.11
2016Detailed filing. Detailed filing data is available for this year.$9.05$3.79$5.26$1.96$2.06$0.10
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00