Civic Intelligence

New Cassel Foundation Omaha Nebraska

990 • Fiscal year 2015 • EIN 47-0825033

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 15, 2016

900 N 90th StreetOmaha, NE 68114

(402) 393-2277

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

11th percentile

-27%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$52,129

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 20.9% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

22nd percentile

-5.1%

Faster asset growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-36%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,672,106

Down $143,746 (-5.1%) from 2014

Net Assets

Down

$2,670,605

Down $137,166 (-4.9%) from 2014

Liabilities

Down

$1,501

Down $6,580 (-81%) from 2014

Revenue

Down

$249,573

Down $142,664 (-36%) from 2014

Expenses

Up

$315,712

Up $59,113 (+23%) from 2014

Net Income

Down

-$66,139

Down $201,777 (-149%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,907,116Liabilities 2011: $35,390Net Assets 2011: $2,871,7262011Assets 2012: $2,615,930Liabilities 2012: $114,772Net Assets 2012: $2,501,1582012Assets 2013: $2,609,489Liabilities 2013: $3,342Net Assets 2013: $2,606,1472013Assets 2014: $2,815,852Liabilities 2014: $8,081Net Assets 2014: $2,807,7712014Assets 2015: $2,672,106Liabilities 2015: $1,501Net Assets 2015: $2,670,6052015Assets 2016: $2,677,610Liabilities 2016: $6,782Net Assets 2016: $2,670,8282016Assets 2017: $2,742,297Liabilities 2017: $29,634Net Assets 2017: $2,712,6632017Assets 2018: $2,921,102Liabilities 2018: $1,888Net Assets 2018: $2,919,2142018Assets 2019: $3,012,493Liabilities 2019: $3,408Net Assets 2019: $3,009,0852019Assets 2020: $3,080,661Liabilities 2020: $2,988Net Assets 2020: $3,077,6732020Assets 2021: $4,432,858Liabilities 2021: $2,988Net Assets 2021: $4,429,8702021Assets 2022: $4,097,266Liabilities 2022: $31,796Net Assets 2022: $4,065,4702022Assets 2023: $4,430,916Liabilities 2023: $35,655Net Assets 2023: $4,395,2612023Assets 2024: $3,886,355Liabilities 2024: $33,830Net Assets 2024: $3,852,5252024Assets 2025: $4,947,228Liabilities 2025: $40,415Net Assets 2025: $4,906,8132025

Highlighted filing

2015

Assets$2,672,106
Liabilities$1,501
Net Assets$2,670,605

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $104,8172011Expenses 2012: $613,1142012Expenses 2013: $215,1222013Revenue 2014: $392,237Expenses 2014: $256,599Net Income 2014: $135,6382014Revenue 2015: $249,573Expenses 2015: $315,712Net Income 2015: -$66,1392015Revenue 2016: $220,740Expenses 2016: $254,625Net Income 2016: -$33,8852016Revenue 2017: $320,917Expenses 2017: $277,093Net Income 2017: $43,8242017Revenue 2018: $536,688Expenses 2018: $293,297Net Income 2018: $243,3912018Revenue 2019: $548,687Expenses 2019: $505,740Net Income 2019: $42,9472019Revenue 2020: $894,654Expenses 2020: $849,098Net Income 2020: $45,5562020Revenue 2021: $1,497,842Expenses 2021: $847,963Net Income 2021: $649,8792021Revenue 2022: $1,163,248Expenses 2022: $906,475Net Income 2022: $256,7732022Revenue 2023: $1,461,992Expenses 2023: $1,079,581Net Income 2023: $382,4112023Revenue 2024: $505,978Expenses 2024: $1,312,814Net Income 2024: -$806,8362024Revenue 2025: $1,382,466Expenses 2025: $599,401Net Income 2025: $783,0652025

Highlighted filing

2015

Revenue$249,573
Expenses$315,712
Net Income-$66,139
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 15, 2016
Return Version
2014v6.0
Gross Receipts
$267,868
Mission and Program Overview

Mission

The new cassel foundation provides financial and public relations support for the mission, ministry, programs and services of new cassel retirement center and the franciscan centre. It is accountable to the board of directors of new cassel, inc.

Fundraising for new cassel, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,729,819$2,670,980▼ $58,839
Cash and Non-Interest-Bearing Accounts$86,033$1,126▼ $84,907
Total Assets$2,815,852$2,672,106▼ $143,746
Liabilities
Accounts Payable and Accrued Expenses$8,081$1,501▼ $6,580
Total Liabilities$8,081$1,501▼ $6,580
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,862,225$1,798,544▼ $63,681
Permanently Rstr Net Assets$708,685$708,685→ $0
Unrestricted Net Assets$236,861$163,376▼ $73,485
Total Net Assets Fund Balance$2,807,771$2,670,605▼ $137,166
Total Liabilities and Net Assets / Fund Balance$2,815,852$2,672,106▼ $143,746

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,807,771$156,998▲ $39,843$334,006$2,670,606
2013$2,606,147$267,066▲ $221,558$268,022$2,807,771
2012$2,501,158$138,238▲ $148,331$181,580$2,606,147
2011$2,871,726$200,598▲ $113,981$658,785$2,501,158
2010$1,660,606$82,964▲ $140,741$47,852$1,830,585
Compensation and Service Providers

Employees

NameTitleOtherTotal
Cindy PetrichPresident$52,129$52,129

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$102,562
Program Service Revenue
$17,311
Investment Income
$110,970
Other Revenue
$18,730
All Other Contributions
$102,562
Change in Net Assets
$-66,139

Audited Revenue Reconciliation

Revenue per Audited Statements
$249,573
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$249,573
Total Revenue per Form 990
$249,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$232,598
Total Fundraising Expense$109,535
Salaries, Compensation, and Employee Benefits$83,114
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$185,865--$185,865
Current Officers, Directors, Trustees, and Key Employees--$52,129$52,129
Other Salaries and Wages--$30,985$30,985
Fees for Service Investment Mgmnt Fees-$16,989-$16,989
Fees for Services Management--$1,473$1,473
Other Expenses-$1,111$4,099$1,111
Total Functional Expenses$185,865$20,312$109,535$315,712

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$315,712
Total Expenses per Audited Statements$315,712
Total Expenses per Form 990$315,712
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$37,025
Fundraising Direct Expenses$18,295
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Honey Fundraiser----
St Francis Dinner----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has one member of the corporation.

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

The member of the organization may elect one or more members of the governing body.

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

Certain decisions of the governing body are subject to the approval of members of the organization.

Form 990, Part VI, Section B, Line 11

The ceo, treasurer, and finance committee of the board of trustees and board of new cassel inc. Review the form 990. The finance committee approves the form 990 and a copy of the 990 is distributed to both boards before it is filed.

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

Conflict of interest statements are completed annually.

Form 990, Part VI, Section C, Line 19

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
New Cassel Foundation
EIN
47-0825033
Phone
4023932277
Address
900 N 90TH STREET, OMAHA, NE 68114

Signing Officer

Name
Cindy Petrich
Title
President
Phone
4023932277
Signed
2016-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindy Petrich
Formed
1999
Legal Domicile
Ne
Voting Board Members
16
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Hayes & Associates LLC
Address
1015 NORTH 98TH STREET SUITE 200, OMAHA, NE 68114
Preparer
Frank Hayes
Phone
4023902480
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The finance committee approves the form 990 and a copy of the 990 is distributed to the board before it is filed. This is consistent with prior years.

Financial Statement Notes

PART V, LINE 4:

The endowment funds are used for the purpose of providing services and facilities related to charity care and spiritual care for the residents of new cassel inc, a related organization.

PART X, LINE 2:

The organization is exempt from federal income taxes under section 501(c)(3) code of the internal revenue code, except on net income derived from unrelated business activities. For the year ended june 30, 2015, the organization had a $1,463 tax liability on unrelated business activity. The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

SPECIAL EVENTS

Raw XML AppendixShowing 400 of 533 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/NetAssetsOrFundBalancesBOYAmt02807771
IRS990/NetAssetsOrFundBalancesEOYAmt02670605
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt027674
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027674
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt018730
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt018730
IRS990/NetUnrelatedBusTxblIncmAmt09531
IRS990/NetUnrlzdGainsLossesInvstAmt0-71027
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt020849
IRS990/OtherExpensesGrp/FundraisingAmt14099
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02212
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11111
IRS990/OtherExpensesGrp/TotalAmt023061
IRS990/OtherExpensesGrp/TotalAmt14099
IRS990/OtherExpensesGrp/TotalAmt21111
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt030985
IRS990/OtherSalariesAndWagesGrp/TotalAmt030985
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0185865
IRS990/PaymentsToAffiliatesGrp/TotalAmt0185865
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0708685
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0708685
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CINDY PETRICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0222967
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0155597
IRS990/PYOtherExpensesAmt0171335
IRS990/PYOtherRevenueAmt013673
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0135638
IRS990/PYSalariesCompEmpBnftPaidAmt085264
IRS990/PYTotalExpensesAmt0256599
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0392237
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-66139
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0110970
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NEW CASSEL IS A RETIREMENT CENTER SPONSORED BY THE SCHOOL SISTERS OF SAINT FRANCIS, NOT A CHURCH ITSELF
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ONLY TRUSTEE IN BOTH NCI AND NCF IS JULIE SEBASTIAN. ALL OTHER MEMBERS ARE ON SOLELY NCI OR NCF.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART 1 LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION C, LINE 1:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0470548913
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0185865
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NEW CASSEL INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0185865
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/BoardDesignatedBalanceEOYPct00.06120
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02807771
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0156998
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02670606
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt039843
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0334006
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt018978
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02606147
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0267066
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02807771
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0221558
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0268022
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02501158
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0138238
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02606147
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0148331
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0181580
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt026362
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02871726
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0200598
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02501158
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0113981
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0658785
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05874
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01660606
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt082964
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01830585
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0140741
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt047852
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0315712
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.67350
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0249573
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED FOR THE PURPOSE OF PROVIDING SERVICES AND FACILITIES RELATED TO CHARITY CARE AND SPIRITUAL CARE FOR THE RESIDENTS OF NEW CASSEL INC, A RELATED ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) CODE OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEAR ENDED JUNE 30, 2015, THE ORGANIZATION HAD A $1,463 TAX LIABILITY ON UNRELATED BUSINESS ACTIVITY. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.26530
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0315712
IRS990ScheduleD/TotalRevenuePerForm990Amt0249573
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0249573
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0315712
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ST FRANCIS DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HONEY FUNDRAISER
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ONE MEMBER OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBER OF THE ORGANIZATION MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CEO, TREASURER, AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES AND BOARD OF NEW CASSEL INC. REVIEW THE FORM 990. THE FINANCE COMMITTEE APPROVES THE FORM 990 AND A COPY OF THE 990 IS DISTRIBUTED TO BOTH BOARDS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFLICT OF INTEREST STATEMENTS ARE COMPLETED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FINANCE COMMITTEE APPROVES THE FORM 990 AND A COPY OF THE 990 IS DISTRIBUTED TO THE BOARD BEFORE IT IS FILED. THIS IS CONSISTENT WITH PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.95$0.04$4.91$1.38$0.60$0.78
2024Detailed filing. Detailed filing data is available for this year.$3.89$0.03$3.85$0.51$1.31$0.81
2023Detailed filing. Detailed filing data is available for this year.$4.43$0.04$4.40$1.46$1.08$0.38
2022Detailed filing. Detailed filing data is available for this year.$4.10$0.03$4.07$1.16$0.91$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.00$4.43$1.50$0.85$0.65
2020Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.89$0.85$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.55$0.51$0.04
2018Summary only. Only limited summary data is available for this year.$2.92$0.00$2.92$0.54$0.29$0.24
2017Detailed filing. Detailed filing data is available for this year.$2.74$0.03$2.71$0.32$0.28$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.68$0.01$2.67$0.22$0.25$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.25$0.32$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.82$0.01$2.81$0.39$0.26$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.00$2.61$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.11$2.50$0.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.04$2.87$0.10