Civic Intelligence

The Osborn Foundation

990 • Fiscal year 2018 • EIN 47-4600665

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 27, 2019

Organization ProfileWWW.THEOSBORN.ORG
101 Theall RoadRye, NY 10580

(914) 925-8278

Siviq Scores

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

Liabilities / Assets

29th percentile

0.10x

Higher debt load relative to assets than 29% of similar nonprofits.

2018 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

32nd percentile

0.51x

Higher debt load relative to revenue than 32% of similar nonprofits.

2018 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2018

Net Margin

87th percentile

17%

Higher net margin than 87% of similar nonprofits.

2018 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

97th percentile

$559,989

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 113.2% of source-year revenue.

2018 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2018

Asset Growth

96th percentile

5.1%

Faster asset growth than 96% of similar nonprofits.

2018 filings • NTEE L22 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

20%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • NTEE L22 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,459,842

Up $119,492 (+5.1%) from 2017

Net Assets

Down

$2,206,135

Down $130,539 (-5.6%) from 2017

Liabilities

Up

$253,707

Up $250,031 (+6802%) from 2017

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin87th percentile

Revenue

Up

$494,894

Up $84,089 (+20%) from 2017

Expenses

Up

$409,934

Up $165,758 (+68%) from 2017

Net Income

Down

$84,960

Down $81,669 (-49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$6.0M$4.0M$2.0M$0Assets 2016: $2,306,000Liabilities 2016: $132,394Net Assets 2016: $2,173,6062016Assets 2017: $2,340,350Liabilities 2017: $3,676Net Assets 2017: $2,336,6742017Assets 2018: $2,459,842Liabilities 2018: $253,707Net Assets 2018: $2,206,1352018Assets 2019: $2,289,213Liabilities 2019: $68,014Net Assets 2019: $2,221,1992019Assets 2020: $2,360,566Liabilities 2020: $118,285Net Assets 2020: $2,242,2812020Assets 2021: $2,400,544Liabilities 2021: $67,910Net Assets 2021: $2,332,6342021Assets 2022: $3,594,251Liabilities 2022: $21,211Net Assets 2022: $3,573,0402022Assets 2023: $3,608,799Liabilities 2023: $100,358Net Assets 2023: $3,508,4412023Assets 2024: $4,002,666Liabilities 2024: $4,274Net Assets 2024: $3,998,3922024

Highlighted filing

2018

Assets$2,459,842
Liabilities$253,707
Net Assets$2,206,135
Open 2018 Filing

Operations Trend

Revenue Growth85th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $2,297,558Expenses 2016: $123,952Net Income 2016: $2,173,6062016Revenue 2017: $410,805Expenses 2017: $244,176Net Income 2017: $166,6292017Revenue 2018: $494,894Expenses 2018: $409,934Net Income 2018: $84,9602018Revenue 2019: $528,097Expenses 2019: $673,390Net Income 2019: -$145,2932019Revenue 2020: $452,880Expenses 2020: $510,648Net Income 2020: -$57,7682020Revenue 2021: $508,868Expenses 2021: $453,910Net Income 2021: $54,9582021Revenue 2022: $2,373,474Expenses 2022: $699,274Net Income 2022: $1,674,2002022Revenue 2023: $1,553,003Expenses 2023: $1,745,175Net Income 2023: -$192,1722023Revenue 2024: $634,228Expenses 2024: $691,868Net Income 2024: -$57,6402024

Highlighted filing

2018

Revenue$494,894
Expenses$409,934
Net Income$84,960
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 27, 2019
Return Version
2018v3.1
Gross Receipts
$1,222,232
Mission and Program Overview

Mission

The mission of the osborn foundation is to support the mission of the osborn by providing philanthropic support for key strategic initiatives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$500,345$512,478▲ $12,133
Cash and Non-Interest-Bearing Accounts$132,683$459,562▲ $326,879
Accounts Receivable$2,450$1,555▼ $895
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,340,350$2,459,842▲ $119,492
Other Assets Total$1,704,872$1,486,247▼ $218,625
Liabilities
Other Liabilities$2,866$251,857▲ $248,991
Accounts Payable and Accrued Expenses$810$1,850▲ $1,040
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,676$253,707▲ $250,031
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,770,502$1,723,767▼ $46,735
Unrestricted Net Assets$566,172$482,368▼ $83,804
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$2,336,674$2,206,135▼ $130,539
Total Liabilities and Net Assets / Fund Balance$2,340,350$2,459,842▲ $119,492

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$908--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleBaseOtherTotal
Matthew AndersonPresident/CEO$3,173$1,189$4,362
Robert S DavisCFO & Treasurer$2,518$1,059$3,577
Christopher FerreriChief Operating Officer$2,403$982$3,385
Jane FoxVP Marketing & Fundraising$1,182$1,371$2,553

Board Members and Trustees

NameTitle
Lucien D Burnett IiiChair
Douglas W ShanksTrustee
George G PawlushTrustee
James P SteffensenTrustee
Nathan W PearsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$490,630
Program Service Revenue
$0
Investment Income
$5,551
Other Revenue
$-1,287
All Other Contributions
$416,531
Change in Net Assets
$84,960

Audited Revenue Reconciliation

Revenue per Audited Statements
$494,350
Revenue Not Reported on Financial Statements
$544
Revenue Not Reported on Form 990
$-215,499
Total Revenue per Audited Statements
$278,851
Total Revenue per Form 990
$494,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$195,267
Total Fundraising Expense$162,140
Salaries, Compensation, and Employee Benefits$122,736
Other Expenses$91,931
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$153,742--$153,742
Other Salaries and Wages--$82,493$82,493
Fees for Services Management-$46,937-$46,937
Grants to Domestic Individuals$41,525--$41,525
Other Expenses$2,016$564$22,968$25,548
Other Employee Benefits--$19,377$19,377
Office Expenses$1,045$1,421$16,436$18,902
Current Officers, Directors, Trustees, and Key Employees--$13,199$13,199
Payroll Taxes--$7,667$7,667
Fees for Service Investment Mgmnt Fees-$544-$544
Total Functional Expenses$198,328$49,466$162,140$409,934

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$409,934
Expenses per Audited Statements$409,390
Total Expenses per Audited Statements$409,390
Expenses Not Reported on Financial Statements$544
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Miriam Osborn Memorial Home AssociationRye, NY501(c)(3)Expense reimbursement$118,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$12,287
Fundraising Gross Income$11,000
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$85,099$11,000$2,424$8,576
Total Events$85,099$11,000$12,287$-1,287
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organization$251,857
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 3:

“Foundation delegates its control over management duties to miriam osborn home association.”

FORM 990, PART VI, SECTION A, LINE 6:

“The board members of osborn foundation may be appointed by the osborn network, incorporated.”

FORM 990, PART VI, SECTION A, LINE 7A:

“The osborn network, incorporated may elect one or more trustees of the governing body.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The 990 is reviewed by the cfo, the controller, the director of financial reporting and internal audit, and the board of directors prior to being submitted to the irs. Any issues with the 990 are presented to the cfo. The audit committee must approve any changes.”

FORM 990, PART VI, SECTION B, LINE 12C:

“The osborn foundation follows the conflict of interest policy set forth by miriam osborn home association, a related organization. If any conflict of interest exists, it must be disclosed to the board prior to important decision votes taken. If the board determines that a conflict of interest does exist, the individual associated with the conflict is prohibited from participating in the deliberations and decisions relating to that conflict.”

FORM 990, PART VI, SECTION B, LINE 15A:

“The process of determining the compensation of the ceo/executive director is done by a related entity in 2017.”

FORM 990, PART VI, SECTION B, LINE 15B:

“The process of determining the compensation of the top management, officers and key employees is done by a related entity in 2017.”

FORM 990, PART VI, SECTION C, LINE 19:

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Osborn Foundation
EIN
47-4600665
In Care Of
% ROBERT S DAVIS
Phone
9149258278
Address
101 Theall Road, Rye, NY 10580

Signing Officer

Name
Robert S Davis
Title
CFO and Treasurer
Phone
9149258278
Signed
2019-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert S Davis
Formed
2015
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
4
Volunteers
17

Preparer

Firm
Bkd Llp
Address
655 Third Avenue 1200, New York, NY 10017
Preparer
Aaron Shapiro
Phone
2128674000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9, Other changes in net assets

“Change in beneficial interest in remainder trust = -219,533”

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior year.”

Financial Statement Notes

Part XI, Line 2D

“Change in beneficial interest in remainder trust: -219,533”

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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0512478
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0715051
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE OSBORN FOUNDATION RAISES FUNDS TO SUPPORT THE OSBORNS CHARITY CARE PROGRAM, PROGRAMS FOR OSBORN RESIDENTS, CAMPUS BEAUTIFICATION PROJECTS, EMPLOYEE ACADEMIC ACHIEVEMENT AWARDS AND EMPLOYEE ENRICHMENT PROGRAMS, AS WELL AS MEMORIAL GIFTS. FUNDS WERE RAISED VIA MAJOR GIFT SOLICITATIONS, A CHARITABLE REMAINDER UNIT TRUST, AN ANNUAL FUNDRAISING EVENT, ANNUAL APPEAL, GRATEFUL PATIENT APPEAL, AND DONOR REPORT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02336674
IRS990/NetAssetsOrFundBalancesEOYAmt02206135
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-7957
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7957
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1287
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1287
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04034
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt016436
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01421
IRS990/OfficeExpensesGrp/ProgramServicesAmt01045
IRS990/OfficeExpensesGrp/TotalAmt018902
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01704872
IRS990/OtherAssetsTotalGrp/EOYAmt01486247
IRS990/OtherChangesInNetAssetsAmt0-219533
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt019377
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019377
IRS990/OtherExpensesGrp/Desc0Other
IRS990/OtherExpensesGrp/FundraisingAmt022968
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0564
IRS990/OtherExpensesGrp/ProgramServicesAmt02016
IRS990/OtherExpensesGrp/TotalAmt025548
IRS990/OtherLiabilitiesGrp/BOYAmt02866
IRS990/OtherLiabilitiesGrp/EOYAmt0251857
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt082493
IRS990/OtherSalariesAndWagesGrp/TotalAmt082493
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt07667
IRS990/PayrollTaxesGrp/TotalAmt07667
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ROBERT S DAVIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0269811
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt035350
IRS990/PYInvestmentIncomeAmt0169279
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt068667
IRS990/PYOtherRevenueAmt0-28285
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0166629
IRS990/PYSalariesCompEmpBnftPaidAmt0140159
IRS990/PYTotalExpensesAmt0244176
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0410805
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt084960
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0135562312
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1133890611
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0118000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MIRIAM OSBORN MEMORIAL HOME ASSOCIATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1STERLING HOME CARE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0118000
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0544
IRS990ScheduleD/ExpensesSubtotalAmt0409390
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0544
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0544
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04034
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01485339
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1908
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST IN REMAINDER TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM STERLING HOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0251857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATION
IRS990ScheduleD/OtherRevenueAmt0-219533
IRS990ScheduleD/RevenueNotReportedAmt0-215499
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0544
IRS990ScheduleD/RevenueSubtotalAmt0494350
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST: -219,533
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01486247
IRS990ScheduleD/TotalExpensesPerForm990Amt0409934
IRS990ScheduleD/TotalLiabilityAmt0251857
IRS990ScheduleD/TotalRevenuePerForm990Amt0494894
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0278851
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0409390
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt074099
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt074099
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012287
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0250
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0250
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Luncheon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09053
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt085099
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt085099
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1287
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0560
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0560
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02424
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02424

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,459,842
Liabilities
$253,707
Net assets
$2,206,135
Revenue
$494,894
Expenses
$409,934
Net income
$84,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$0.00$4.00$0.63$0.69$0.06
2023Summary only. Only limited summary data is available for this year.$3.61$0.10$3.51$1.55$1.75$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.02$3.57$2.37$0.70$1.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.07$2.33$0.51$0.45$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.12$2.24$0.45$0.51$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.07$2.22$0.53$0.67$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.25$2.21$0.49$0.41$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.41$0.24$0.17
2016Summary only. Only limited summary data is available for this year.$2.31$0.13$2.17$2.30$0.12$2.17