Civic Intelligence

Upper Shore Aging Inc.

990 • Fiscal year 2014 • EIN 52-1014383

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 03, 2015

100 Schauber Road21620

(410) 778-6000

Siviq Scores

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

Liabilities / Assets

78th percentile

0.51x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.47x

Higher debt load relative to revenue than 76% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

29th percentile

-4.0%

Higher net margin than 29% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

53rd percentile

$68,043

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

23rd percentile

-4.1%

Faster asset growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-17%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Assets

Down

$1,851,759

Down $79,261 (-4.1%) from 2013

Net Assets

Down

$914,410

Down $78,035 (-7.9%) from 2013

Liabilities

Down

$937,349

Down $1,226 (-0.1%) from 2013

Revenue

$1,974,646

No earlier filing loaded for comparison.

Expenses

Down

$2,052,681

Down $144,423 (-6.6%) from 2013

Net Income

-$78,035

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,020,239Liabilities 2011: $1,017,964Net Assets 2011: $1,002,2752011Assets 2012: $1,938,733Liabilities 2012: $1,035,900Net Assets 2012: $902,8332012Assets 2013: $1,931,020Liabilities 2013: $938,575Net Assets 2013: $992,4452013Assets 2014: $1,851,759Liabilities 2014: $937,349Net Assets 2014: $914,4102014Assets 2015: $1,805,003Liabilities 2015: $872,692Net Assets 2015: $932,3112015Assets 2016: $1,818,578Liabilities 2016: $894,658Net Assets 2016: $923,9202016Assets 2017: $1,796,829Liabilities 2017: $931,961Net Assets 2017: $864,8682017Assets 2018: $1,742,941Liabilities 2018: $763,063Net Assets 2018: $979,8782018Assets 2019: $1,773,208Liabilities 2019: $766,768Net Assets 2019: $1,006,4402019Assets 2020: $2,104,114Liabilities 2020: $1,122,163Net Assets 2020: $981,9512020Assets 2021: $1,929,009Liabilities 2021: $1,028,623Net Assets 2021: $900,3862021Assets 2022: $1,910,542Liabilities 2022: $847,693Net Assets 2022: $1,062,8492022Assets 2023: $2,037,594Liabilities 2023: $892,773Net Assets 2023: $1,144,8212023Assets 2024: $2,035,252Liabilities 2024: $820,155Net Assets 2024: $1,215,0972024Assets 2025: $2,058,779Liabilities 2025: $904,415Net Assets 2025: $1,154,3642025

Highlighted filing

2014

Assets$1,851,759
Liabilities$937,349
Net Assets$914,410

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,664,949Expenses 2011: $2,736,124Net Income 2011: -$71,1752011Revenue 2012: $2,867,244Expenses 2012: $2,966,686Net Income 2012: -$99,4422012Expenses 2013: $2,197,1042013Revenue 2014: $1,974,646Expenses 2014: $2,052,681Net Income 2014: -$78,0352014Revenue 2015: $2,099,438Expenses 2015: $2,081,819Net Income 2015: $17,6192015Revenue 2016: $2,105,311Expenses 2016: $2,113,983Net Income 2016: -$8,6722016Revenue 2017: $2,141,831Expenses 2017: $2,202,477Net Income 2017: -$60,6462017Revenue 2018: $2,457,632Expenses 2018: $2,343,661Net Income 2018: $113,9712018Revenue 2019: $2,506,255Expenses 2019: $2,480,591Net Income 2019: $25,6642019Revenue 2020: $2,586,007Expenses 2020: $2,610,496Net Income 2020: -$24,4892020Revenue 2021: $2,688,388Expenses 2021: $2,769,953Net Income 2021: -$81,5652021Revenue 2022: $3,208,510Expenses 2022: $3,040,937Net Income 2022: $167,5732022Revenue 2023: $3,414,894Expenses 2023: $3,335,623Net Income 2023: $79,2712023Revenue 2024: $3,609,236Expenses 2024: $3,542,287Net Income 2024: $66,9492024Revenue 2025: $3,940,581Expenses 2025: $4,005,633Net Income 2025: -$65,0522025

Highlighted filing

2014

Revenue$1,974,646
Expenses$2,052,681
Net Income-$78,035
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 3, 2015
Return Version
2013v4.0
Gross Receipts
$2,030,879
Mission and Program Overview

Mission

The organization develops and provides a variety of programs for older persons in the upper shore region, which help maintain and improve quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,521,332$1,446,955▼ $74,377
Savings and Temporary Cash Investments$211,922$231,817▲ $19,895
Pledges and Grants Receivable$101,361$135,576▲ $34,215
Investments Other Securities$73,848$18,616▼ $55,232
Prepaid Expenses and Deferred Charges$21,294$17,532▼ $3,762
Cash and Non-Interest-Bearing Accounts$1,263$1,263→ $0
Total Assets$1,931,020$1,851,759▼ $79,261
Liabilities
Mortgage Notes Payable Secured by Investment Property$529,164$511,215▼ $17,949
Accounts Payable and Accrued Expenses$221,577$224,379▲ $2,802
Deferred Revenue$187,834$177,255▼ $10,579
Unsecured Notes Loans Payable-$24,500-
Total Liabilities$938,575$937,349▼ $1,226
Net Assets / Fund Balance
Unrestricted Net Assets$962,445$914,410▼ $48,035
Temporarily Rstr Net Assets$30,000--
Total Net Assets Fund Balance$992,445$914,410▼ $78,035
Total Liabilities and Net Assets / Fund Balance$1,931,020$1,851,759▼ $79,261

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,227,994$563,507$1,791,501
Equipment$100,961$302,856$403,817
Land$118,000-$118,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$73,848-▲ $5,111$60,343$18,616
2012$74,190-▼ $342-$73,848
2011$71,215-▲ $2,975-$74,190
2010$65,050-▲ $6,165-$71,215
2009$59,383-▲ $5,667-$65,050
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary GuntherExecutive DiFT$61,108$6,935$68,043

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,854,492
Program Service Revenue
$100,608
Investment Income
$5,253
Other Revenue
$14,293
All Other Contributions
$118,352
Change in Net Assets
$-78,035

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,974,646
Revenue Not Reported on Form 990
$19,000
Total Revenue per Audited Statements
$1,993,646
Total Revenue per Form 990
$1,974,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$917,397
Other Expenses$653,321
Grants and Similar Amounts Paid$481,963
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$533,578$96,251-$629,829
Grants to Domestic Individuals$481,963--$481,963
Fees for Services Other$183,050$19,655-$202,705
Other Employee Benefits$139,840$23,601-$163,441
Occupancy$100,058$31,985-$132,043
Office Expenses$59,104$38,265-$97,369
Travel$72,262$3,929-$76,191
Depreciation Depletion$55,677$18,700-$74,377
Current Officers, Directors, Trustees, and Key Employees$58,406$10,536-$68,942
Payroll Taxes$47,216$7,969-$55,185
Insurance$11,235$17,923-$29,158
Interest-$27,454-$27,454
Advertising$8,239$732-$8,971
Other Expenses$809$2,206-$809
Total Functional Expenses$1,753,475$299,206$0$2,052,681

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,071,681
Expenses per Audited Statements$2,052,681
Total Expenses per Form 990$2,052,681
Expenses Not Reported on Form 990$19,000
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
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 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
No
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

The return was reviewed by the organization before it was filed.

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

Upper shore aging, inc. Is a small organization and the executive is able to closely monitor compliance.

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

An upper shore aging, inc. Board of directors committee reviews comparable salary data and makes a recommendation to the entire board.

Form 990, Page 6, Part VI, Line 19

Documents are available on request.

Filing and Contact Details

Filer

EIN
52-1014383
Phone
4107786000

Signing Officer

Name
Gary Gunther
Title
Executive Director
Phone
4107786000
Signed
2015-02-03

Organization Details

Principal Officer
Robert Jackson President
Formed
1975
Legal Domicile
Md
Voting Board Members
15
Independent Board Members
15
Employees
35
Volunteers
247

Preparer

Preparer
Jeffrey S Griffith CPA
Phone
4102240343
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Guardianship and legal assistance: 58,191 other services 167,863 weatheriztion 87,023

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowment was established for the direct or indirect support of the organization's mission.

Schedule D, Page 3, Part X

The agency is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and, therefore, has made no provision for federal income taxes in the accompanying financial statements. In addition, the agency has been determined by the internal revenue service not to be a "private foundation" within the meaning of section 509(a) of the internal revenue code. There was no unrelated business income for the years ended june 30, 2014 and 2013. The agency's informational return filings are subject to audit by the internal revenue service, generally for three years after filing.

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IRS990/LandBldgEquipBasisNetGrp/BOYAmt01521332
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01446955
IRS990/LandBldgEquipCostOrOtherBssAmt02313318
IRS990/LegalDomicileStateCd0MD
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IRS990/LoanOutstandingInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION DEVELOPS AND PROVIDES A VARIETY OF PROGRAMS FOR OLDER PERSONS IN THE UPPER SHORE REGION, WHICH HELP MAINTAIN AND IMPROVE QUALITY OF LIFE.
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IRS990/OtherExpensesGrp/Desc0EDUCATION FEES
IRS990/OtherExpensesGrp/Desc1TRAINING AND TECH ASSIST
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IRS990/OtherExpensesGrp/ProgramServicesAmt02038
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IRS990/OtherExpensesGrp/TotalAmt1809
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
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IRS990/OtherRevenueTotalAmt014293
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt096251
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0533578
IRS990/OtherSalariesAndWagesGrp/TotalAmt0629829
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07969
IRS990/PayrollTaxesGrp/ProgramServicesAmt047216
IRS990/PayrollTaxesGrp/TotalAmt055185
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0101361
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0135576
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021294
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017532
IRS990/PrincipalOfficerNm0ROBERT JACKSON PRESIDENT
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0100608
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0100608
IRS990/ProgSrvcAccomActy2Grp/Desc0CONGREGATE NUTRITION & MEALS ON WHEELS: CONGREGATE MEALS ARE OFFERED AT THE SENIOR CENTERS IN KENT, CAROLINE, AND TALBOT COUNTIES. MEALS SERVED UNDER THE PROGRAM MUST PROVIDE AT LEAST ONE THIRD OF THE RECOMMENDED DIETARY ALLOWANCE ESTABLISHED BY THE FOOD AND NUTRITION BOARD OF INSTITUTE OF MEDICINE OF THE NATIONAL ACADEMY OF SCIENCE. THE CONGREGATE MEALS PROGRAM OFFERS SENIORS AN OPPORTUNITY TO MEET NEW FRIENDS AND ENGAGE IN OTHER SOCIAL OR HEALTH RELATED PROGRAMS. DURING FISCAL YEAR 2014, UPPER SHORE AGING, INC. SERVED 14,929 CONGREGATE MEALS. MEALS ON WHEELS ARE DELIVERED TO HOME-BOUND OLDER ADULTS WHO CANNOT PREPARE A MEAL FOR THEMSELVES. DURING FISCAL YEAR 2014, UPPER SHORE AGING, INC. SERVED 41,564 HOME-DELIVERED MEALS, TO 215 UNDUPLICATED PEOPLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0574416
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0256496
IRS990/ProgSrvcAccomActy3Grp/Desc0UPPER SHORE AGING INC. PROVIDED DISEASE PREVENTION AND HEALTH PROMOTION ACTIVITIES FOR SENIOR CITIZENS DURING FY 2014. THESE INCLUDE HEALTH SCREENING, NUTRITION SCREENING, PHYSICAL FITNESS/ GROUP EXERCISE AND NUTRITION EDUCATION. HEALTH PROMOTION INCLUDES EVIDENCE BASED PROGRAMMING THAT HAVE BEEN DOCUMENTED TO PRODUCE IMPROVED HEALTH OUTCOMES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0235083
IRS990/ProgSrvcAccomActy3Grp/GrantAmt033665
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GUARDIANSHIP AND LEGAL ASSISTANCE: 58,191 OTHER SERVICES 167,863 WEATHERIZTION 87,023
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0326511
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0100457
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02026028
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0567412
IRS990/PYInvestmentIncomeAmt0349
IRS990/PYOtherExpensesAmt0635987
IRS990/PYOtherRevenueAmt09441
IRS990/PYProgramServiceRevenueAmt0100608
IRS990/PYRevenuesLessExpensesAmt0-60678
IRS990/PYSalariesCompEmpBnftPaidAmt0993705
IRS990/PYTotalExpensesAmt02197104
IRS990/PYTotalRevenueAmt02136426
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-78035
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0211922
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0231817
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt014,293
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01854492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02026028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02755930
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02560020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02931699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012128169
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01143
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0349
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02404
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04264
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07940
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016100
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0210657
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014293
IRS990ScheduleA/OtherIncome170Grp/TotalAmt014293
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99750
IRS990ScheduleA/PublicSupportPY170Pct00.99870
IRS990ScheduleA/PublicSupportTotal170Amt012128169
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02026028
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02755930
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02560020
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02931699
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012128169
IRS990ScheduleA/TotalSupportAmt012158562
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01227994
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0563507
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01791501
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt073848
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt018616
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05111
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt060343
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt074190
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt073848
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-342
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt071215
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt074190
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02975
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt065050
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt071215
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06165
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt059383
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt065050
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05667
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt019000
IRS990ScheduleD/DonatedServicesUseFcltsAmt019000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0100961
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0302856
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0403817
IRS990ScheduleD/ExpensesNotReportedAmt019000
IRS990ScheduleD/ExpensesSubtotalAmt02052681
IRS990ScheduleD/LandGrp/BookValueAmt0118000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0118000
IRS990ScheduleD/RevenueNotReportedAmt019000
IRS990ScheduleD/RevenueSubtotalAmt01974646
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT WAS ESTABLISHED FOR THE DIRECT OR INDIRECT SUPPORT OF THE ORGANIZATION'S MISSION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE AGENCY HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2014 AND 2013. THE AGENCY'S INFORMATIONAL RETURN FILINGS ARE SUBJECT TO AUDIT BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER FILING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01446955

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.06$0.90$1.15$3.94$4.01$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.82$1.22$3.61$3.54$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.04$0.89$1.14$3.41$3.34$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.85$1.06$3.21$3.04$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.93$1.03$0.90$2.69$2.77$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.10$1.12$0.98$2.59$2.61$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.77$1.01$2.51$2.48$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.76$0.98$2.46$2.34$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.93$0.86$2.14$2.20$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.82$0.89$0.92$2.11$2.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.87$0.93$2.10$2.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.94$0.91$1.97$2.05$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.94$0.99$2.20
2012Summary only. Only limited summary data is available for this year.$1.94$1.04$0.90$2.87$2.97$0.10
2011Summary only. Only limited summary data is available for this year.$2.02$1.02$1.00$2.66$2.74$0.07