Civic Intelligence

Inner Arbor Trust Inc.

990 • Fiscal year 2017 • EIN 46-2748824

May 01, 2016 to Apr 30, 2017 • Filed on Mar 14, 2018

Organization ProfileINARTRUST.ORG
10630 Little Patuxent Pkwy No 315Columbia, MD 21044

(443) 832-3223

Siviq Scores

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

Liabilities / Assets

41st percentile

0.10x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.26x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

96th percentile

93%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

66%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$8,688,670

Up $4,179,330 (+93%) from 2016

Net Assets

Up

$7,834,340

Up $4,066,248 (+108%) from 2016

Liabilities

Up

$854,330

Up $113,082 (+15%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$3,334,711

Up $1,330,653 (+66%) from 2016

Expenses

Down

$168,163

Down $16,953 (-9.2%) from 2016

Net Income

Up

$3,166,548

Up $1,347,606 (+74%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$10M$5.0M$0Assets 2014: $1,880,349Liabilities 2014: $401,993Net Assets 2014: $1,478,3562014Assets 2015: $2,041,007Liabilities 2015: $91,858Net Assets 2015: $1,949,1492015Assets 2016: $4,509,340Liabilities 2016: $741,248Net Assets 2016: $3,768,0922016Assets 2017: $8,688,670Liabilities 2017: $854,330Net Assets 2017: $7,834,3402017Assets 2018: $7,907,515Liabilities 2018: $249,363Net Assets 2018: $7,658,1522018Assets 2019: $7,947,465Liabilities 2019: $239,928Net Assets 2019: $7,707,5372019Assets 2020: $8,099,648Liabilities 2020: $163,951Net Assets 2020: $7,935,6972020Assets 2021: $7,874,075Liabilities 2021: $268,856Net Assets 2021: $7,605,2192021Assets 2022: $7,920,262Liabilities 2022: $660,966Net Assets 2022: $7,259,2962022Assets 2023: $8,394,987Liabilities 2023: $874,372Net Assets 2023: $7,520,6152023Assets 2024: $8,479,666Liabilities 2024: $603,768Net Assets 2024: $7,875,8982024Assets 2025: $8,246,823Liabilities 2025: $362,387Net Assets 2025: $7,884,4362025

Highlighted filing

2017

Assets$8,688,670
Liabilities$854,330
Net Assets$7,834,340
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $1,720,664Expenses 2014: $242,308Net Income 2014: $1,478,3562014Revenue 2015: $713,829Expenses 2015: $243,036Net Income 2015: $470,7932015Revenue 2016: $2,004,058Expenses 2016: $185,116Net Income 2016: $1,818,9422016Revenue 2017: $3,334,711Expenses 2017: $168,163Net Income 2017: $3,166,5482017Revenue 2018: $305,920Expenses 2018: $482,108Net Income 2018: -$176,1882018Revenue 2019: $543,540Expenses 2019: $494,155Net Income 2019: $49,3852019Revenue 2020: $873,836Expenses 2020: $646,140Net Income 2020: $227,6962020Revenue 2021: $225,387Expenses 2021: $555,865Net Income 2021: -$330,4782021Revenue 2022: $849,361Expenses 2022: $1,195,284Net Income 2022: -$345,9232022Revenue 2023: $1,344,258Expenses 2023: $1,082,939Net Income 2023: $261,3192023Revenue 2024: $448,267Expenses 2024: $772,992Net Income 2024: -$324,7252024Revenue 2025: $495,094Expenses 2025: $627,996Net Income 2025: -$132,9022025

Highlighted filing

2017

Revenue$3,334,711
Expenses$168,163
Net Income$3,166,548
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Mar 14, 2018
Return Version
2016v3.0
Gross Receipts
$3,334,711
Mission and Program Overview

Mission

The Mission of the Inner Arbor Trust is to promote and nurture a park in a unique natural setting for a variety of arts and culture experiences that enrich the entire community. The Inner Arbor Trust realizes this mission by preserving and enhancing open space and providing arts and culture performances.

To develop and revitalize open space, known as symphony woods, owned by the columbia association (an independently operated 501(c)(4) association), and with howard county, md in order to present it as a public park.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$0$7,602,619▲ $7,602,619
Accounts Receivable$38,238$730,356▲ $692,118
Pledges and Grants Receivable-$166,000-
Savings and Temporary Cash Investments$52,689$151,215▲ $98,526
Cash and Non-Interest-Bearing Accounts$13,119$38,130▲ $25,011
Total Assets$4,509,340$8,688,670▲ $4,179,330
Other Assets Total$4,405,294$350▼ $4,404,944
Liabilities
Accounts Payable and Accrued Expenses$741,248$695,195▼ $46,053
Deferred Revenue-$159,135-
Total Liabilities$741,248$854,330▲ $113,082
Net Assets / Fund Balance
Unrestricted Net Assets$3,768,092$7,713,340▲ $3,945,248
Temporarily Rstr Net Assets-$121,000-
Total Net Assets Fund Balance$3,768,092$7,834,340▲ $4,066,248
Total Liabilities and Net Assets / Fund Balance$4,509,340$8,688,670▲ $4,179,330

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,602,619-$7,602,619
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Lin EaganChair
Michael S MccallPresident & CEO
David ScimarelliDirector
Eric MetzmanDirector
Mary Ann ScullyDirector
Milton W MatthewsDirector
Gregg M SchwindSecretary
Kirsten CoombsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
The Whiting-turner Contracting CoStructure/engineering300 EAST JOPPA ROAD, Baltimore, MD 21286$1,352,460
A Zahner CompanyStructure/engineering1400 EAST 9TH STREET, Kansas City, MO 64106$1,316,022
It's My Amphitheatre INCPark Improvements10475 LITTLE PATUXENT PARKWAY, Columbia, MD 21044$149,335
Revenue and Support

Revenue Composition

Contributions and Grants
$3,111,316
Program Service Revenue
$65,094
Investment Income
$51
Other Revenue
$158,250
All Other Contributions
$214,863
Change in Net Assets
$3,166,548

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,334,711
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$114,062
Total Revenue per Audited Statements
$3,448,773
Total Revenue per Form 990
$3,334,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$168,163
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$11,000$55,561-$66,561
Insurance$40,052--$40,052
Advertising-$28,889-$28,889
Fees for Services Accounting-$13,130-$13,130
All Other Expenses$5,198$5,103-$10,301
Occupancy-$3,148-$3,148
Travel$2,709--$2,709
Office Expenses-$2,078-$2,078
Information Technology-$532-$532
Fees for Services Legal-$388-$388
Conferences and Meetings$375--$375
Total Functional Expenses$59,334$108,829$0$168,163

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$168,163
Total Expenses per Audited Statements$168,163
Total Expenses per Form 990$168,163
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Michael Mccall, President of Iat, Is President of Strategic LeisureMonth to Month Contract Between the Trust and Strategic Leisure, Inc. for Leadership and Management Services, Office and Equipment Use, Etc.No$40,159
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“During the year the trust contracted with strategic leisure, inc. For leadership and management services, office and equipment use, technology services and administrative services. The president of strategic leisure, inc. Is also the former president & ceo of the trust. The trust board engaged and relied upon an independent compensation consultant specializing in compensation for not-for-profit organizations, who reviewed and opined with regard to the appropriateness of strategic leisure's fee for managing the trust's operations. During the year this contract expired and was not renewed, as the trust is under new management.”

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

“The columbia association, inc., an independently operated 501(c)(4) association, maintains a minority representation on the trust's 7 member board of directors through two appointed voting members, and one ex-officio voting member.”

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

“The board reviews the form 990 before it is filed.”

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

“Members must read and review the conflict of interest policy at the beginning of the term.”

Form 990, Part VI, Section C, Line 19

“The trust makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Inner Arbor Trust Inc
EIN
46-2748824
Phone
4438323223
Address
10630 LITTLE PATUXENT PKWY NO 315, COLUMBIA, MD 21044

Signing Officer

Name
Nina Basu Esq
Title
President & CEO
Phone
4438323223
Signed
2018-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nina Basu
Formed
2013
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
1966 GREENSPRING DRIVE SUITE 300, TIMONIUM, MD 21093-4161
Preparer
Patricia L Katebini CPA
Phone
4104530900
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management believes that it has no material uncertain tax positions that would require recognition under the accounting codification guidance.”

Part II, Line 9

“Iat does not account for the easement on its balance sheet, or as a contribution or expense for reporting purposes.”

Raw XML AppendixShowing 400 of 445 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/OfficeExpensesGrp/ManagementAndGeneralAmt02078
IRS990/OfficeExpensesGrp/TotalAmt02078
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04405294
IRS990/OtherAssetsTotalGrp/EOYAmt0350
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueTotalAmt050
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0166000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NINA BASU
IRS990/PriorPeriodAdjustmentsAmt0785638
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0713990
IRS990/ProgramServiceRevenueGrp/Desc0DEVELOPMENT CONTRACTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt065094
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt065094
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02003935
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0123
IRS990/PYOtherExpensesAmt0185116
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01818942
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0185116
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02004058
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03166548
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0158200
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt065094
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052689
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0151215
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2016 AMOUNT: $ 50.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03176410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02004058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0713630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011720020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017614118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0158251
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0644
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0159217
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt050
IRS990ScheduleA/OtherIncome170Grp/TotalAmt050
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt017614118
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03176410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02004058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0713630
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011720020
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017614118
IRS990ScheduleA/TotalSupportAmt017773385
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/BuildingsGrp/BookValueAmt07602619
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07602619
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0114062
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0168163
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt01
IRS990ScheduleD/HistoricStructureEasementsCnt00
IRS990ScheduleD/ModifiedEasementsCnt00
IRS990ScheduleD/PreservationPublicUseInd0X
IRS990ScheduleD/RevenueNotReportedAmt0114062
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03334711
IRS990ScheduleD/Section170hRqrStsfdInd00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES THAT IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION UNDER THE ACCOUNTING CODIFICATION GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1IAT DOES NOT ACCOUNT FOR THE EASEMENT ON ITS BALANCE SHEET, OR AS A CONTRIBUTION OR EXPENSE FOR REPORTING PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II, LINE 9
IRS990ScheduleD/TotalAcreageCnt051.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07602619
IRS990ScheduleD/TotalEasementsCnt01
IRS990ScheduleD/TotalExpensesPerForm990Amt0168163
IRS990ScheduleD/TotalRevenuePerForm990Amt03334711
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03448773
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0168163
IRS990ScheduleD/WrittenPolicyMonitoringInd00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0MICHAEL MCCALL, PRESIDENT AND CEO OF THE TRUST, RECEIVES NO COMPENSATION FROM THE TRUST BUT RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION, STRATEGIC LEISURE, INC., FOR SERVICES PROVIDED TO THE TRUST. REPORTABLE COMPENSATION PAID BY THE UNRELATED ORGANIZATION WAS $108,918 FOR 2016.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3, AND PART II, A-F
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0STRATEGIC LEISURE INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0MICHAEL MCCALL, PRESIDENT OF IAT, IS PRESIDENT OF STRATEGIC LEISURE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt040159
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MONTH TO MONTH CONTRACT BETWEEN THE TRUST AND STRATEGIC LEISURE, INC. FOR LEADERSHIP AND MANAGEMENT SERVICES, OFFICE AND EQUIPMENT USE, ETC.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING THE YEAR THE TRUST CONTRACTED WITH STRATEGIC LEISURE, INC. FOR LEADERSHIP AND MANAGEMENT SERVICES, OFFICE AND EQUIPMENT USE, TECHNOLOGY SERVICES AND ADMINISTRATIVE SERVICES. THE PRESIDENT OF STRATEGIC LEISURE, INC. IS ALSO THE FORMER PRESIDENT & CEO OF THE TRUST. THE TRUST BOARD ENGAGED AND RELIED UPON AN INDEPENDENT COMPENSATION CONSULTANT SPECIALIZING IN COMPENSATION FOR NOT-FOR-PROFIT ORGANIZATIONS, WHO REVIEWED AND OPINED WITH REGARD TO THE APPROPRIATENESS OF STRATEGIC LEISURE'S FEE FOR MANAGING THE TRUST'S OPERATIONS. DURING THE YEAR THIS CONTRACT EXPIRED AND WAS NOT RENEWED, AS THE TRUST IS UNDER NEW MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COLUMBIA ASSOCIATION, INC., AN INDEPENDENTLY OPERATED 501(C)(4) ASSOCIATION, MAINTAINS A MINORITY REPRESENTATION ON THE TRUST'S 7 MEMBER BOARD OF DIRECTORS THROUGH TWO APPOINTED VOTING MEMBERS, AND ONE EX-OFFICIO VOTING MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS MUST READ AND REVIEW THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF THE TERM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0121000
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04509340
IRS990/TotalAssetsEOYAmt08688670
IRS990/TotalAssetsGrp/BOYAmt04509340
IRS990/TotalAssetsGrp/EOYAmt08688670
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03111316
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0108829
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt059334
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168163
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0741248
IRS990/TotalLiabilitiesEOYAmt0854330
IRS990/TotalLiabilitiesGrp/BOYAmt0741248
IRS990/TotalLiabilitiesGrp/EOYAmt0854330
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03768092
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07834340
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt059334
IRS990/TotalProgramServiceRevenueAmt065094
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0158301
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt065094
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03334711
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04509340
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08688670
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02709
IRS990/TravelGrp/TotalAmt02709
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,688,670
Liabilities
$854,330
Net assets
$7,834,340
Revenue
$3,334,711
Expenses
$168,163
Net income
$3,166,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.25$0.36$7.88$0.50$0.63$0.13
2024Detailed filing. Detailed filing data is available for this year.$8.48$0.60$7.88$0.45$0.77$0.32
2023Detailed filing. Detailed filing data is available for this year.$8.39$0.87$7.52$1.34$1.08$0.26
2022Detailed filing. Detailed filing data is available for this year.$7.92$0.66$7.26$0.85$1.20$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.87$0.27$7.61$0.23$0.56$0.33
2020Detailed filing. Detailed filing data is available for this year.$8.10$0.16$7.94$0.87$0.65$0.23
2019Detailed filing. Detailed filing data is available for this year.$7.95$0.24$7.71$0.54$0.49$0.05
2018Detailed filing. Detailed filing data is available for this year.$7.91$0.25$7.66$0.31$0.48$0.18
2017Detailed filing. Detailed filing data is available for this year.$8.69$0.85$7.83$3.33$0.17$3.17
2016Detailed filing. Detailed filing data is available for this year.$4.51$0.74$3.77$2.00$0.19$1.82
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.09$1.95$0.71$0.24$0.47
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.40$1.48$1.72$0.24$1.48