Civic Intelligence

Lower Shore Enterprises Inc.

990 • Fiscal year 2025 • EIN 52-0857128

Jul 01, 2024 to Jun 30, 2025 • Filed on Dec 15, 2025

28475 Owens Branch RoadSalisbury, MD 21801

(410) 749-6183

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

22nd percentile

0.04x

Higher debt load relative to revenue than 22% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

48th percentile

$124,765

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

3.9%

Faster revenue growth than 45% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$8,387,273

Up $763,431 (+10%) from 2024

Net Assets

Up

$8,249,878

Up $903,357 (+12%) from 2024

Liabilities

Down

$137,395

Down $139,926 (-50%) from 2024

Revenue

Up

$3,747,100

Up $142,328 (+3.9%) from 2024

Expenses

Up

$2,843,948

Up $182,022 (+6.8%) from 2024

Net Income

Down

$903,152

Down $39,694 (-4.2%) from 2024

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $2,245,149Liabilities 2010: $659,023Net Assets 2010: $1,586,1262010Assets 2011: $2,619,560Liabilities 2011: $883,538Net Assets 2011: $1,736,0222011Assets 2012: $2,168,585Liabilities 2012: $278,332Net Assets 2012: $1,890,2532012Assets 2013: $2,170,830Liabilities 2013: $188,629Net Assets 2013: $1,982,2012013Assets 2014: $2,321,150Liabilities 2014: $164,098Net Assets 2014: $2,157,0522014Assets 2015: $2,354,607Liabilities 2015: $153,457Net Assets 2015: $2,201,1502015Assets 2016: $2,490,804Liabilities 2016: $208,887Net Assets 2016: $2,281,9172016Assets 2017: $2,614,821Liabilities 2017: $187,639Net Assets 2017: $2,427,1822017Assets 2018: $3,198,210Liabilities 2018: $489,015Net Assets 2018: $2,709,1952018Assets 2019: $2,940,648Liabilities 2019: $444,165Net Assets 2019: $2,496,4832019Assets 2020: $3,314,332Liabilities 2020: $1,231,247Net Assets 2020: $2,083,0852020Assets 2021: $4,293,904Liabilities 2021: $782,486Net Assets 2021: $3,511,4182021Assets 2022: $5,073,629Liabilities 2022: $248,859Net Assets 2022: $4,824,7702022Assets 2023: $6,673,424Liabilities 2023: $270,294Net Assets 2023: $6,403,1302023Assets 2024: $7,623,842Liabilities 2024: $277,321Net Assets 2024: $7,346,5212024Assets 2025: $8,387,273Liabilities 2025: $137,395Net Assets 2025: $8,249,8782025

Highlighted filing

2025

Assets$8,387,273
Liabilities$137,395
Net Assets$8,249,878

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,991,3662010Revenue 2011: $3,285,234Expenses 2011: $3,244,426Net Income 2011: $40,8082011Revenue 2012: $3,293,010Expenses 2012: $3,154,218Net Income 2012: $138,7922012Expenses 2013: $3,203,1902013Revenue 2014: $3,230,404Expenses 2014: $3,155,274Net Income 2014: $75,1302014Revenue 2015: $3,134,395Expenses 2015: $3,086,117Net Income 2015: $48,2782015Revenue 2016: $3,372,893Expenses 2016: $3,292,126Net Income 2016: $80,7672016Revenue 2017: $3,367,355Expenses 2017: $3,353,342Net Income 2017: $14,0132017Revenue 2018: $3,635,443Expenses 2018: $3,484,329Net Income 2018: $151,1142018Revenue 2019: $3,541,664Expenses 2019: $3,810,588Net Income 2019: -$268,9242019Revenue 2020: $2,840,292Expenses 2020: $3,256,325Net Income 2020: -$416,0332020Revenue 2021: $3,474,804Expenses 2021: $2,252,973Net Income 2021: $1,221,8312021Revenue 2022: $3,713,513Expenses 2022: $2,400,914Net Income 2022: $1,312,5992022Revenue 2023: $4,118,949Expenses 2023: $2,542,480Net Income 2023: $1,576,4692023Revenue 2024: $3,604,772Expenses 2024: $2,661,926Net Income 2024: $942,8462024Revenue 2025: $3,747,100Expenses 2025: $2,843,948Net Income 2025: $903,1522025

Highlighted filing

2025

Revenue$3,747,100
Expenses$2,843,948
Net Income$903,152
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 15, 2025
Return Version
2024v5.2
Gross Receipts
$3,748,468
Mission and Program Overview

Mission

Lower shore enterprises (lse) is a non-profit organization that encourages, trains & supports individuals with disabilities to achieve their highest level of vocational opportunities and independence through employment.

To provide employment opportunities for individuals with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,498,695$2,932,784▲ $434,089
Investments Other Securities$1,962,554$1,975,246▲ $12,692
Land, Buildings, and Equipment, Net$546,932$516,680▼ $30,252
Savings and Temporary Cash Investments$500,000$507,900▲ $7,900
Accounts Receivable$421,034$420,385▼ $649
Pledges and Grants Receivable-$96,337-
Prepaid Expenses and Deferred Charges$34,099$41,381▲ $7,282
Inventories for Sale or Use$7,100$7,490▲ $390
Intangible Assets$4,500$4,500→ $0
Total Assets$7,623,842$8,387,273▲ $763,431
Other Assets Total$1,648,928$1,884,570▲ $235,642
Liabilities
Accounts Payable and Accrued Expenses$130,351$123,407▼ $6,944
Mortgage Notes Payable Secured by Investment Property$26,841$0▼ $26,841
Other Liabilities$0$13,901▲ $13,901
Deferred Revenue$120,129$87▼ $120,042
Total Liabilities$277,321$137,395▼ $139,926
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,019,795$7,818,589▲ $798,794
Net Assets With Donor Restrictions$326,726$431,289▲ $104,563
Total Net Assets Fund Balance$7,346,521$8,249,878▲ $903,357
Total Liabilities and Net Assets / Fund Balance$7,623,842$8,387,273▲ $763,431

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$328,241$1,531,656$1,859,897
Equipment$157,939$1,010,226$1,168,165
Land$35,000-$35,000
Other Land Buildings$-4,500$4,500-
Other Assets Org$13,901--
Other Securities$16,600--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,648,928$47,127▲ $192,156-$1,870,669
2023$1,501,111$45,872▲ $117,150-$1,648,928
2022$1,267,343$45,627▲ $201,610-$1,501,111
2021$1,399,985$45,063▼ $163,489-$1,267,343
2020$980,098-▲ $419,887-$1,399,985
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ivy McintyreChief Executive OfficerFT$96,785$27,980$124,765
Julie WiltbankChief Financial OfficerFT$97,210-$97,210

Board Members and Trustees

NameTitle
Bevereley StoakleyChairman
Kathryn EllisVice Chairman
Avery SaulsburyDirector
Carl CottinghamDirector
Donald NelsonDirector
Ann AndersonSecretary
Ken SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,191,658
Program Service Revenue
$1,112,545
Investment Income
$440,668
Other Revenue
$2,229
All Other Contributions
$8,871
Change in Net Assets
$903,152

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,729,558
Revenue Not Reported on Financial Statements
$17,542
Revenue Not Reported on Form 990
$205
Total Revenue per Audited Statements
$3,729,763
Total Revenue per Form 990
$3,747,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,001,892
Other Expenses$842,056
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,256,186$241,578-$1,497,764
Current Officers, Directors, Trustees, and Key Employees$155,341$29,874-$185,215
Other Employee Benefits$146,935$21,009-$167,944
Payroll Taxes$112,763$19,803-$132,566
Insurance$64,046$48,466-$112,512
All Other Expenses$30,340$81,132-$111,472
Depreciation Depletion$72,645$38,299-$110,944
Fees for Services Other$76,355$32,557-$108,912
Fees for Services Accounting-$41,362-$41,362
Office Expenses$31,393$2,347-$33,740
Other Expenses$72,145$28,925-$28,925
Pension Plan Contributions$7,168$11,235-$18,403
Fees for Service Investment Mgmnt Fees-$17,542-$17,542
Travel$12,098$1,141-$13,239
Advertising$1,528$479-$2,007
Total Functional Expenses$2,158,524$685,424$0$2,843,948

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,843,948
Expenses per Audited Statements$2,826,406
Total Expenses per Audited Statements$2,826,406
Expenses Not Reported on Financial Statements$17,542
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Leease Payable$13,901
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Part VI, Section B, Line 11B

In person review at the board of directors meeting.

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

ANNUAL REVIEW

Form 990, Part VI, Section B, Line 15

Ceo - performance review and evaluation by the board of directors. Other officers and key employees - performance review by the ceo.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Lower Shore Enterprises
EIN
52-0857128
Phone
4107496183
Address
28475 OWENS BRANCH ROAD, SALISBURY, MD 21801

Signing Officer

Name
Julie Wiltbank
Title
CFO
Phone
4107496183
Signed
2025-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Wiltbank
Formed
1967
Legal Domicile
Md
Voting Board Members
7
Independent Board Members
7
Employees
78
Volunteers
0

Preparer

Firm
Pks & Company Pa
Address
1801 SWEETBAY DRIVE, SALISBURY, MD 21804
Preparer
Andrew M Haynie CPA Cfe
Phone
4105465600
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Investment management fee - net with investment income on financial stmts

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment management fees net with investment income on fin stmts

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IRS990/MissionDesc0THE MISSION OF LOWER SHORE ENTERPRISES, INC (LSE) IS TO FOSTER OPPORTUNITIES FOR COMPETITIVE EMPLOYMENT, COMMUNITY ENGAGEMENT, AND MEANINGFUL DAYS FOR PEOPLE WITH DISABILITIES THROUGH ENCOURAGEMENT OF INDIVIDUAL CHOICE AND DISCOVERY OF PERSONAL INTEREST.
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt07346521
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IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt09037
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09037
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0205
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07019795
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07818589
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02347
IRS990/OfficeExpensesGrp/ProgramServicesAmt031393
IRS990/OfficeExpensesGrp/TotalAmt033740
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01648928
IRS990/OtherAssetsTotalGrp/EOYAmt01884570
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021009
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0146935
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0167944
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1CLIENT TRANSPORTATION
IRS990/OtherExpensesGrp/Desc2GAS AND OIL
IRS990/OtherExpensesGrp/Desc3ELECTRIC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt069635
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt140
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt228925
IRS990/OtherExpensesGrp/ProgramServicesAmt035392
IRS990/OtherExpensesGrp/ProgramServicesAmt184189
IRS990/OtherExpensesGrp/ProgramServicesAmt272145
IRS990/OtherExpensesGrp/TotalAmt0105027
IRS990/OtherExpensesGrp/TotalAmt184189
IRS990/OtherExpensesGrp/TotalAmt272185
IRS990/OtherExpensesGrp/TotalAmt328925
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt013901
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02229
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02229
IRS990/OtherRevenueTotalAmt02229
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0241578
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01256186
IRS990/OtherSalariesAndWagesGrp/TotalAmt01497764
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019803
IRS990/PayrollTaxesGrp/ProgramServicesAmt0112763
IRS990/PayrollTaxesGrp/TotalAmt0132566
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011235
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07168
IRS990/PensionPlanContributionsGrp/TotalAmt018403
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt096337
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034099
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041381
IRS990/PrincipalOfficerNm0JULIE WILTBANK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0811000
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0CUSTODIAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1DOCUMENT DESTRUCTION
IRS990/ProgramServiceRevenueGrp/Desc2EVALULATION AND REHABI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0903294
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1125834
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt235255
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0903294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1125834
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt235255
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02210007
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0285930
IRS990/PYOtherExpensesAmt0777241
IRS990/PYOtherRevenueAmt02801
IRS990/PYProgramServiceRevenueAmt01106034
IRS990/PYRevenuesLessExpensesAmt0942846
IRS990/PYSalariesCompEmpBnftPaidAmt01884685
IRS990/PYTotalExpensesAmt02661926
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03604772
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0903152
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01123811
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0500000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0507900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02191658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02210007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02330975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02275197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02048491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011056328
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0431631
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0285475
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt031358
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011478
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011132
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0771074
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02229
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03945
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0422835
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05879
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07188
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0442076
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90110
IRS990ScheduleA/PublicSupportPY170Pct00.93360
IRS990ScheduleA/PublicSupportTotal170Amt011056328
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02191658
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02210007
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02330975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02275197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02048491
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011056328
IRS990ScheduleA/TotalSupportAmt012269478
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/BookValueAmt0328241
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01531656
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01859897
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt017542
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01648928
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt047127
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01870669
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0192156
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt015206
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01501111
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt045872
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01648928
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0117150
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt013467
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01267343
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt045627
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01501111
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0201610
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt014216
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01399985
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt045063
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01267343
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-163489
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0980098
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01399985
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0419887
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0157939
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01010226
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01168165
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt017542
IRS990ScheduleD/ExpensesSubtotalAmt02826406
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt017542
IRS990ScheduleD/InvestmentExpensesNotIncldAmt017542
IRS990ScheduleD/LandGrp/BookValueAmt035000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt035000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0205
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01439379
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1431290
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt213901
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COMMUNITY FOUNDATION AGENCY FUND-UNRESTRICTED
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1COMMUNITY FOUNDATION AGENCY FUND-RESTRICTED
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RIGHT OF USE ASSET
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-4500
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013901
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEEASE PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01958646

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.39$0.14$8.25$3.75$2.84$0.90
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.62$0.28$7.35$3.60$2.66$0.94
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.67$0.27$6.40$4.12$2.54$1.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.25$4.82$3.71$2.40$1.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.78$3.51$3.47$2.25$1.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$1.23$2.08$2.84$3.26$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.44$2.50$3.54$3.81$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.49$2.71$3.64$3.48$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.19$2.43$3.37$3.35$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.21$2.28$3.37$3.29$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.35$0.15$2.20$3.13$3.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.16$2.16$3.23$3.16$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.19$1.98$3.20
2012Summary only. Only limited summary data is available for this year.$2.17$0.28$1.89$3.29$3.15$0.14
2011Summary only. Only limited summary data is available for this year.$2.62$0.88$1.74$3.29$3.24$0.04
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.66$1.59$2.99
Peer Organizations

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