Civic Intelligence

Warm Hearth at Home Inc.

990 • Fiscal year 2016 • EIN 46-4213353

Oct 01, 2015 to Sep 30, 2016 • Filed on Jun 02, 2017

Organization ProfileRETIRE.ORG/ATHOME.HTML
2607 Warm Hearth Drive Suite 100Blacksburg, VA 24060

(540) 552-9176

Siviq Scores

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

Liabilities / Assets

99th percentile

2.78x

Higher debt load relative to assets than 99% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.49x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

11th percentile

-27%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

96th percentile

$192,075

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 25.1% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

95th percentile

107%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

0.1%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$134,321

Up $69,427 (+107%) from 2015

Net Assets

Down

-$239,358

Down $208,145 (-667%) from 2015

Liabilities

Up

$373,679

Up $277,572 (+289%) from 2015

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin11th percentile

Revenue

Up

$763,737

Up $852 (+0.1%) from 2015

Expenses

Up

$971,882

Up $212,037 (+28%) from 2015

Net Income

Down

-$208,145

Down $211,185 (-6947%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$2.0M$1.0M$0-$1.0MAssets 2014: $101,659Liabilities 2014: $135,912Net Assets 2014: -$34,2532014Assets 2015: $64,894Liabilities 2015: $96,107Net Assets 2015: -$31,2132015Assets 2016: $134,321Liabilities 2016: $373,679Net Assets 2016: -$239,3582016Assets 2017: $123,214Liabilities 2017: $490,901Net Assets 2017: -$367,6872017Assets 2018: $125,959Liabilities 2018: $625,979Net Assets 2018: -$500,0202018Assets 2019: $208,166Liabilities 2019: $635,259Net Assets 2019: -$427,0932019Assets 2020: $265,972Liabilities 2020: $831,841Net Assets 2020: -$565,8692020Assets 2021: $447,915Liabilities 2021: $1,109,123Net Assets 2021: -$661,2082021Assets 2022: $467,985Liabilities 2022: $1,099,754Net Assets 2022: -$631,7692022Assets 2023: $796,445Liabilities 2023: $1,486,637Net Assets 2023: -$690,1922023Assets 2024: $739,790Liabilities 2024: $1,618,102Net Assets 2024: -$878,3122024

Highlighted filing

2016

Assets$134,321
Liabilities$373,679
Net Assets-$239,358
Open 2016 Filing

Operations Trend

Revenue Growth43rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $592,669Expenses 2014: $626,922Net Income 2014: -$34,2532014Revenue 2015: $762,885Expenses 2015: $759,845Net Income 2015: $3,0402015Revenue 2016: $763,737Expenses 2016: $971,882Net Income 2016: -$208,1452016Revenue 2017: $1,090,345Expenses 2017: $1,218,674Net Income 2017: -$128,3292017Revenue 2018: $1,140,761Expenses 2018: $1,273,094Net Income 2018: -$132,3332018Revenue 2019: $1,371,651Expenses 2019: $1,298,724Net Income 2019: $72,9272019Revenue 2020: $1,053,895Expenses 2020: $1,192,671Net Income 2020: -$138,7762020Revenue 2021: $1,026,983Expenses 2021: $1,122,322Net Income 2021: -$95,3392021Revenue 2022: $1,158,502Expenses 2022: $1,129,063Net Income 2022: $29,4392022Revenue 2023: $1,732,593Expenses 2023: $1,791,016Net Income 2023: -$58,4232023Revenue 2024: $2,406,851Expenses 2024: $2,594,971Net Income 2024: -$188,1202024

Highlighted filing

2016

Revenue$763,737
Expenses$971,882
Net Income-$208,145
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jun 2, 2017
Return Version
2015v3.0
Gross Receipts
$763,737
Mission and Program Overview

Mission

Assisted living services delivered in elderly persons' homes

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,234$65,308▲ $60,074
Accounts Receivable$54,216$63,241▲ $9,025
Land, Buildings, and Equipment, Net$5,444$5,319▼ $125
Prepaid Expenses and Deferred Charges-$453-
Total Assets$64,894$134,321▲ $69,427
Liabilities
Other Liabilities$61,116$305,842▲ $244,726
Accounts Payable and Accrued Expenses$34,991$67,837▲ $32,846
Total Liabilities$96,107$373,679▲ $277,572
Net Assets / Fund Balance
Unrestricted Net Assets$-31,213$-239,358▼ $208,145
Total Net Assets Fund Balance$-31,213$-239,358▼ $208,145
Total Liabilities and Net Assets / Fund Balance$64,894$134,321▲ $69,427

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,319$3,980$9,299
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
Ferne MoschellaPresident an$192,075$192,075
Wayne HowellCFO$128,975$128,975

Board Members and Trustees

NameTitle
Ed SpencerChairman
Ferne MoschellaPresident and CEO
Jason PospichalVice Chair/t
William PriceVice Chairma
Bridget McmahonDirector
Carl BurkeDirector
Charles JohnsonDirector
Ed LawhornDirector
Jo Lynn PriceDirector
Joe ThompsonDirector
Joseph BunceDirector
Katherine AllenDirector
Meg StoneDirector
Nancy WolfeDirector
Ray SmootDirector
Thomas PierceDirector
Tim HaaskenDirector
Hing-har LoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$763,737
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-208,145

Audited Revenue Reconciliation

Revenue per Audited Statements
$720,507
Revenue Not Reported on Financial Statements
$43,230
Other Revenue Adjustments
$43,230
Total Revenue per Audited Statements
$720,507
Total Revenue per Form 990
$763,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$758,375
Other Expenses$213,507
Total Fundraising Expense$4
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$633,338$23,219-$656,557
Other Employee Benefits$46,101$3,363-$49,464
Payroll Taxes$48,016$1,326-$49,342
Occupancy$39,326$309-$39,635
Travel$20,767$28-$20,795
Office Expenses$13,820$848-$14,668
Information Technology$8,467$3,019-$11,486
All Other Expenses$7,084$3,551$4$10,639
Insurance$9,998$16-$10,014
Conferences and Meetings$8,050$221-$8,271
Other Expenses$6,750$288-$7,038
Advertising$2,550$3,653-$6,203
Fees for Services Accounting-$3,410-$3,410
Pension Plan Contributions$2,575$437-$3,012
Depreciation Depletion$1,933--$1,933
Fees for Services Legal-$199-$199
Total Functional Expenses$927,990$43,888$4$971,882

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$971,882
Expenses per Audited Statements$928,652
Total Expenses per Audited Statements$928,652
Expenses Not Reported on Financial Statements$43,230
Other Expense Adjustments$43,230
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
Due to Ff$299,616
Due to Whi$6,226
Accounts Payable - Affiliates-
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
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
No

Governance Explanations

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

“A copy of the return is provided to the finance committee of the board of directors prior to filing. The finance committee discusses the 990 at their regularly scheduled meeting in may of each year. The finance committee is responsible for receiving the audit reports of the independent auditor and reviewing the form 990 prepared by the independent accountants. The finance committee reports back to the board of directors any recommendations or findings of their study.”

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

“The employee handbook has a statement of the code of conduct and the conflict of interests policy. The board member orientation materials contain this information as well. The employees are asked to review this policy as a part of their annual performance review and board members are requested to update their commitment to this policy upon re-election to a new term.”

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

“A committee of the board of directors is appointed to review the compensation levels of officers and key employees and for establishing the new pay rates of these employees. Compensation is compared with salary survey information available from national trade associations engaged in similar activities. The compensation level is determined by consensus of the committee and reported to human resources.”

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

“A committee of the board of directors is appointed to review the compensation levels of officers and key employees and for establishing the new pay rates of these employees. Compensation is compared with salary survey information available from national trade associations engaged in similar activities. The compensation level is determined by consensus of the committee and reported to human resources.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, forms 1123 and the annual 990 are available to be viewed in carson library upon written request addressed to the chief financial officer.”

Filing and Contact Details

Filer

Filer Name
Warm Hearth at Home Inc
EIN
46-4213353
Phone
5405529176
Address
2607 WARM HEARTH DRIVE SUITE 100, BLACKSBURG, VA 24060

Signing Officer

Name
Ferne Moschella
Title
President and CEO
Phone
5405529176
Signed
2017-06-02

Organization Details

Principal Officer
Ferne Moschella
Formed
2013
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Warren and Koss Pc
Address
19 NORTH BROAD STREET, SALEM, VA 24153-3735
Preparer
David C Warren
Phone
5403752883
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Exp shown as ded from revenue -43,230 exp shown as ded from revenue 43,230”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

“Exp shown as ded from revenue 43,230”

Schedule D, Page 4, Part XII, Line 4B

“Exp shown as ded from revenue 43,230”

Raw XML AppendixShowing 400 of 588 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/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0ASSISTED LIVING SERVICES DELIVERED IN ELDERLY PERSONS' HOMES
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0-239358
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IRS990/OccupancyGrp/ManagementAndGeneralAmt0309
IRS990/OccupancyGrp/ProgramServicesAmt039326
IRS990/OccupancyGrp/TotalAmt039635
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0848
IRS990/OfficeExpensesGrp/ProgramServicesAmt013820
IRS990/OfficeExpensesGrp/TotalAmt014668
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03363
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt046101
IRS990/OtherEmployeeBenefitsGrp/TotalAmt049464
IRS990/OtherExpensesGrp/Desc0C/A ROUTINE CARE CAID
IRS990/OtherExpensesGrp/Desc1REHABILITATION SERVICES
IRS990/OtherExpensesGrp/Desc2MISC ADMIN EXPENSES
IRS990/OtherExpensesGrp/Desc3CONTRACTED & CONSULTING S
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1288
IRS990/OtherExpensesGrp/ProgramServicesAmt043230
IRS990/OtherExpensesGrp/ProgramServicesAmt127198
IRS990/OtherExpensesGrp/ProgramServicesAmt28787
IRS990/OtherExpensesGrp/ProgramServicesAmt36750
IRS990/OtherExpensesGrp/TotalAmt043230
IRS990/OtherExpensesGrp/TotalAmt127198
IRS990/OtherExpensesGrp/TotalAmt28788
IRS990/OtherExpensesGrp/TotalAmt37038
IRS990/OtherLiabilitiesGrp/BOYAmt061116
IRS990/OtherLiabilitiesGrp/EOYAmt0305842
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt023219
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0633338
IRS990/OtherSalariesAndWagesGrp/TotalAmt0656557
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01326
IRS990/PayrollTaxesGrp/ProgramServicesAmt048016
IRS990/PayrollTaxesGrp/TotalAmt049342
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0437
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02575
IRS990/PensionPlanContributionsGrp/TotalAmt03012
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0453
IRS990/PrincipalOfficerNm0FERNE MOSCHELLA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PERSONAL CARE
IRS990/ProgramServiceRevenueGrp/Desc1COMPANION CARE
IRS990/ProgramServiceRevenueGrp/Desc2MEDICAID PERSONAL CARE
IRS990/ProgramServiceRevenueGrp/Desc3BILLABLE NURSING HOURS
IRS990/ProgramServiceRevenueGrp/Desc4MEDICATION MANAGEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0344222
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1283358
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt289848
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt316944
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt49088
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0344222
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1283358
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt289848
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt316944
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt49088
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0101320
IRS990/PYProgramServiceRevenueAmt0762885
IRS990/PYRevenuesLessExpensesAmt03040
IRS990/PYSalariesCompEmpBnftPaidAmt0658525
IRS990/PYTotalExpensesAmt0759845
IRS990/PYTotalRevenueAmt0762885
IRS990/ReconcilationRevenueExpnssAmt0-208145
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0763737
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05234
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065308
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0763737
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0762885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0592669
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02119291
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02119291
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0763737
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0762885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0592669
IRS990ScheduleA/Total509Grp/TotalAmt02119291
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0763737
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0762885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0592669
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02119291
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt05319
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03980
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09299
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt043230
IRS990ScheduleD/ExpensesSubtotalAmt0928652
IRS990ScheduleD/OtherExpensesNotIncludedAmt043230
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0299616
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16226
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO FF
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO WHI
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCOUNTS PAYABLE - AFFILIATES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt043230
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt043230
IRS990ScheduleD/RevenueSubtotalAmt0720507
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EXP SHOWN AS DED FROM REVENUE 43,230
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EXP SHOWN AS DED FROM REVENUE 43,230
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05319
IRS990ScheduleD/TotalExpensesPerForm990Amt0971882
IRS990ScheduleD/TotalLiabilityAmt0305842
IRS990ScheduleD/TotalRevenuePerForm990Amt0763737
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0720507
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0928652
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0true
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt028182
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0159819
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04074
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FERNE MOSCHELLA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT AND CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0192075
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CHIEF EXECUTIVE OFFICER WAS PAID A BONUS OF 28,182 FOR PERFORMANCE BASED ON THE NET OPERATING RESULTS OF THE COMBINED OPERATIONS OF THE NINE NON-PROFIT ORGANIZATIONS SUBJECT TO THE COMMON CONTROL OF THE BOARD OF DIRECTORS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 6B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE RETURN IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE FINANCE COMMITTEE DISCUSSES THE 990 AT THEIR REGULARLY SCHEDULED MEETING IN MAY OF EACH YEAR. THE FINANCE COMMITTEE IS RESPONSIBLE FOR RECEIVING THE AUDIT REPORTS OF THE INDEPENDENT AUDITOR AND REVIEWING THE FORM 990 PREPARED BY THE INDEPENDENT ACCOUNTANTS. THE FINANCE COMMITTEE REPORTS BACK TO THE BOARD OF DIRECTORS ANY RECOMMENDATIONS OR FINDINGS OF THEIR STUDY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EMPLOYEE HANDBOOK HAS A STATEMENT OF THE CODE OF CONDUCT AND THE CONFLICT OF INTERESTS POLICY. THE BOARD MEMBER ORIENTATION MATERIALS CONTAIN THIS INFORMATION AS WELL. THE EMPLOYEES ARE ASKED TO REVIEW THIS POLICY AS A PART OF THEIR ANNUAL PERFORMANCE REVIEW AND BOARD MEMBERS ARE REQUESTED TO UPDATE THEIR COMMITMENT TO THIS POLICY UPON RE-ELECTION TO A NEW TERM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COMMITTEE OF THE BOARD OF DIRECTORS IS APPOINTED TO REVIEW THE COMPENSATION LEVELS OF OFFICERS AND KEY EMPLOYEES AND FOR ESTABLISHING THE NEW PAY RATES OF THESE EMPLOYEES. COMPENSATION IS COMPARED WITH SALARY SURVEY INFORMATION AVAILABLE FROM NATIONAL TRADE ASSOCIATIONS ENGAGED IN SIMILAR ACTIVITIES. THE COMPENSATION LEVEL IS DETERMINED BY CONSENSUS OF THE COMMITTEE AND REPORTED TO HUMAN RESOURCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COMMITTEE OF THE BOARD OF DIRECTORS IS APPOINTED TO REVIEW THE COMPENSATION LEVELS OF OFFICERS AND KEY EMPLOYEES AND FOR ESTABLISHING THE NEW PAY RATES OF THESE EMPLOYEES. COMPENSATION IS COMPARED WITH SALARY SURVEY INFORMATION AVAILABLE FROM NATIONAL TRADE ASSOCIATIONS ENGAGED IN SIMILAR ACTIVITIES. THE COMPENSATION LEVEL IS DETERMINED BY CONSENSUS OF THE COMMITTEE AND REPORTED TO HUMAN RESOURCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, FORMS 1123 AND THE ANNUAL 990 ARE AVAILABLE TO BE VIEWED IN CARSON LIBRARY UPON WRITTEN REQUEST ADDRESSED TO THE CHIEF FINANCIAL OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXP SHOWN AS DED FROM REVENUE -43,230 EXP SHOWN AS DED FROM REVENUE 43,230
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$134,321
Liabilities
$373,679
Net assets
-$239,358
Revenue
$763,737
Expenses
$971,882
Net income
-$208,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.74$1.62$0.88$2.41$2.59$0.19
2023Summary only. Only limited summary data is available for this year.$0.80$1.49$0.69$1.73$1.79$0.06
2022Summary only. Only limited summary data is available for this year.$0.47$1.10$0.63$1.16$1.13$0.03
2021Summary only. Only limited summary data is available for this year.$0.45$1.11$0.66$1.03$1.12$0.10
2020Summary only. Only limited summary data is available for this year.$0.27$0.83$0.57$1.05$1.19$0.14
2019Summary only. Only limited summary data is available for this year.$0.21$0.64$0.43$1.37$1.30$0.07
2018Summary only. Only limited summary data is available for this year.$0.13$0.63$0.50$1.14$1.27$0.13
2017Summary only. Only limited summary data is available for this year.$0.12$0.49$0.37$1.09$1.22$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.37$0.24$0.76$0.97$0.21
2015Summary only. Only limited summary data is available for this year.$0.06$0.10$0.03$0.76$0.76$0.00
2014Summary only. Only limited summary data is available for this year.$0.10$0.14$0.03$0.59$0.63$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits