Civic Intelligence

Monticello Area Community Action Agency Inc.

990 • Fiscal year 2017 • EIN 54-0799964

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 30, 2018

1025 Park StreetCharlottesville, VA 22901

(434) 295-3171

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.59x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.47x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

57th percentile

5.7%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$30,895

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

94th percentile

74%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

0.6%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,351,457

Up $1,002,437 (+74%) from 2016

Net Assets

Up

$973,353

Up $186,996 (+24%) from 2016

Liabilities

Up

$1,378,104

Up $815,441 (+145%) from 2016

Revenue

Up

$2,930,058

Up $16,179 (+0.6%) from 2016

Expenses

Down

$2,761,861

Down $202,299 (-6.8%) from 2016

Net Income

Up

$168,197

Up $218,478 (+435%) from 2016

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: $1,463,004Liabilities 2011: $1,062,472Net Assets 2011: $400,5322011Assets 2012: $1,318,241Liabilities 2012: $1,072,298Net Assets 2012: $245,9432012Assets 2013: $1,273,780Liabilities 2013: $1,020,700Net Assets 2013: $253,0802013Assets 2014: $1,815,518Liabilities 2014: $752,542Net Assets 2014: $1,062,9762014Assets 2015: $1,571,291Liabilities 2015: $733,578Net Assets 2015: $837,7132015Assets 2016: $1,349,020Liabilities 2016: $562,663Net Assets 2016: $786,3572016Assets 2017: $2,351,457Liabilities 2017: $1,378,104Net Assets 2017: $973,3532017Assets 2018: $2,385,259Liabilities 2018: $1,346,112Net Assets 2018: $1,039,1472018Assets 2019: $2,315,632Liabilities 2019: $1,241,352Net Assets 2019: $1,074,2802019Assets 2020: $2,551,995Liabilities 2020: $1,375,650Net Assets 2020: $1,176,3452020Assets 2021: $2,449,660Liabilities 2021: $1,273,886Net Assets 2021: $1,175,7742021Assets 2022: $2,603,136Liabilities 2022: $1,181,138Net Assets 2022: $1,421,9982022Assets 2023: $2,792,960Liabilities 2023: $1,223,923Net Assets 2023: $1,569,0372023Assets 2024: $2,380,982Liabilities 2024: $1,085,838Net Assets 2024: $1,295,1442024Assets 2025: $2,195,435Liabilities 2025: $1,055,436Net Assets 2025: $1,139,9992025

Highlighted filing

2017

Assets$2,351,457
Liabilities$1,378,104
Net Assets$973,353

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,729,543Expenses 2011: $3,630,034Net Income 2011: $99,5092011Expenses 2012: $3,202,6212012Expenses 2013: $3,154,2112013Revenue 2014: $3,808,082Expenses 2014: $3,000,792Net Income 2014: $807,2902014Revenue 2015: $2,985,056Expenses 2015: $3,133,010Net Income 2015: -$147,9542015Revenue 2016: $2,913,879Expenses 2016: $2,964,160Net Income 2016: -$50,2812016Revenue 2017: $2,930,058Expenses 2017: $2,761,861Net Income 2017: $168,1972017Revenue 2018: $2,823,443Expenses 2018: $2,757,649Net Income 2018: $65,7942018Revenue 2019: $3,024,033Expenses 2019: $2,988,900Net Income 2019: $35,1332019Revenue 2020: $3,006,785Expenses 2020: $2,904,720Net Income 2020: $102,0652020Revenue 2021: $3,550,371Expenses 2021: $3,550,942Net Income 2021: -$5712021Revenue 2022: $3,496,286Expenses 2022: $3,250,062Net Income 2022: $246,2242022Revenue 2023: $4,563,789Expenses 2023: $4,416,750Net Income 2023: $147,0392023Revenue 2024: $3,339,889Expenses 2024: $3,613,782Net Income 2024: -$273,8932024Revenue 2025: $1,144,211Expenses 2025: $1,299,356Net Income 2025: -$155,1452025

Highlighted filing

2017

Revenue$2,930,058
Expenses$2,761,861
Net Income$168,197
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 30, 2018
Return Version
2016v3.1
Gross Receipts
$2,930,058
Mission and Program Overview

Mission

To improve the lives of people with low income by helping them become self-reliant, thereby enhancing the economic vitality and well-being of our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,084,762$1,949,347▲ $864,585
Pledges and Grants Receivable$77,547$175,978▲ $98,431
Cash and Non-Interest-Bearing Accounts$36,087$132,561▲ $96,474
Savings and Temporary Cash Investments$129,285$91,947▼ $37,338
Prepaid Expenses and Deferred Charges-$1,624-
Total Assets$1,349,020$2,351,457▲ $1,002,437
Other Assets Total$21,339--
Liabilities
Mortgage Notes Payable Secured by Investment Property$274,182$1,146,744▲ $872,562
Accounts Payable and Accrued Expenses$142,326$137,175▼ $5,151
Tax Exempt Bond Liabilities$146,155$94,185▼ $51,970
Total Liabilities$562,663$1,378,104▲ $815,441
Net Assets / Fund Balance
Unrestricted Net Assets$783,618$951,414▲ $167,796
Temporarily Rstr Net Assets$2,739$21,939▲ $19,200
Total Net Assets Fund Balance$786,357$973,353▲ $186,996
Total Liabilities and Net Assets / Fund Balance$1,349,020$2,351,457▲ $1,002,437

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$488,868$861,950-
Other Land Buildings$759,638--
Land$667,027--
Equipment$33,814$255,948-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dennis C WinansCFOFT$30,895$30,895

Board Members and Trustees

NameTitle
David MellenPresident
Dian McnaughtDirector
Kim HubbardDirector
Melissa ThompsonDirector
Nancy CarpenterDirector
Shelley MurphyDirector
Thomas JohnsonDirector
Harriet D KaplanExecutive Di
Garrett M SmithSecretary
Jon FinkTreasurer
Jody LondonVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,843,693
Program Service Revenue
$0
Investment Income
$64
Other Revenue
$86,301
All Other Contributions
$280,819
Change in Net Assets
$168,197

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,930,058
Revenue Not Reported on Form 990
$353,873
Total Revenue per Audited Statements
$3,283,931
Total Revenue per Form 990
$2,930,058
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,910,238
Other Expenses$851,623
Total Fundraising Expense$87
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,638,185$241,158-$1,879,343
Occupancy$197,294$23,470-$220,764
Travel$116,550$2,177-$118,727
Depreciation Depletion$23,132$41,922-$65,054
Fees for Services Other$44,316$19,691$87$64,094
Office Expenses$50,004$3,639-$53,643
All Other Expenses$26,475$15,010-$41,485
Current Officers, Directors, Trustees, and Key Employees-$30,895-$30,895
Other Expenses$17,098$19,007-$17,098
Total Functional Expenses$2,364,805$396,969$87$2,761,861

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,115,734
Expenses per Audited Statements$2,761,861
Total Expenses per Form 990$2,761,861
Expenses Not Reported on Form 990$353,873
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
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

A draft of the 990 tax return is first sent to the finance committee for review. Once approved by the committee, the 990 is presented to the full board of directors, or the executive committee on behalf of the board, for approval. With approval the 990 is submitted to the irs.

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

Conflict of interest policies are filled out and completed by all members of the board of directors. They are reviewed periodically and any situations that arise are discussed and resolved during board meetings.

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

The compensation of the executive director requires board approval.

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

Compensation of other management personnel requires approval of the executive director. There is an annual review and approval of the organization's pay scale and this is done by the personnel committee of the board of directors.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policies, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Monticello Area Community
EIN
54-0799964
Phone
4342953171
Address
1025 PARK STREET, CHARLOTTESVILLE, VA 22901

Signing Officer

Name
Harriet D Kaplan
Title
Executive Director
Phone
4342953171
Signed
2018-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harriet D Kaplan
Formed
1965
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
79
Volunteers
372

Preparer

Firm
Robinson Farmer Cox Associates
Address
530 WESTFIELD RD, CHARLOTTESVILLE, VA 22901-1726
Preparer
Robert M Huff
Phone
4349738314
Supplemental Narrative

Additional Explanations

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

Project discovery promotes academic achievement as a means of propelling high school students from low income families out of poverty. The program specifically focuses on encouraging and helping these students prepare for and pursue a college education. Students receive assistance with completing college applications, locating financial aid, planning for their careers, and preparing them to excel academically and socially beyond high school.

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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt021339
IRS990/OtherExpensesGrp/Desc0FOOD NUTRIT. - HEAD START
IRS990/OtherExpensesGrp/Desc1REP & MAINT
IRS990/OtherExpensesGrp/Desc2CLIENT SVCS - RURAL OTRCH
IRS990/OtherExpensesGrp/Desc3CLIENT SVCS - ALL OTHERS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019007
IRS990/OtherExpensesGrp/ProgramServicesAmt0187369
IRS990/OtherExpensesGrp/ProgramServicesAmt140083
IRS990/OtherExpensesGrp/ProgramServicesAmt224299
IRS990/OtherExpensesGrp/ProgramServicesAmt317098
IRS990/OtherExpensesGrp/TotalAmt0187369
IRS990/OtherExpensesGrp/TotalAmt159090
IRS990/OtherExpensesGrp/TotalAmt224299
IRS990/OtherExpensesGrp/TotalAmt317098
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1THRIFT STORE
IRS990/OtherRevenueMiscGrp/Desc2HOPE HOUSE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt025778
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt120888
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt220381
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt025778
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt120888
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt220381
IRS990/OtherRevenueTotalAmt079951
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0241158
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01638185
IRS990/OtherSalariesAndWagesGrp/TotalAmt01879343
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt077547
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0175978
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01624
IRS990/PrincipalOfficerNm0HARRIET D KAPLAN
IRS990/PriorPeriodAdjustmentsAmt018799
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0OFFICES IN FLUVANNA, LOUISA, AND NELSON COUNTIES PROVIDE EMERGENCY ASSISTANCE TO FAMILIES BY PROVIDING THEM WITH FOOD, CLOTHING, AND FINANCIAL RESOURCES TO COVER RENT OR UTILITY COSTS. EACH SITE DIRECTOR ASSESSES A CLIENT'S NEEDS AND LINKS THEM TO OTHER RESOURCES IN THE REGION TO HELP MEET THEIR LONG-TERM NEEDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0218838
IRS990/ProgSrvcAccomActy3Grp/Desc0HOUSING PROGRAMS THAT PROVIDE TRANSITIONAL HOUSING FOR HOMELESS FAMILIES WITH CHILDREN IN THEIR CUSTODY. FAMILIES MAY SPEND UP TO 24 MONTHS IN THE HOPE HOUSES. HOPE HOUSE PROVIDES AN OPPORTUNITY FOR FAMILIES TO ADDRESS ISSUES CONTRIBUTING TO POVERTY AND WORK TOWARDS ECONOMIC STABILITY AND INDEPENDENCE THROUGH EDUCATION, TRAINING, AND AN INTENSE CASE MANAGEMENT PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0179084
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROJECT DISCOVERY PROMOTES ACADEMIC ACHIEVEMENT AS A MEANS OF PROPELLING HIGH SCHOOL STUDENTS FROM LOW INCOME FAMILIES OUT OF POVERTY. THE PROGRAM SPECIFICALLY FOCUSES ON ENCOURAGING AND HELPING THESE STUDENTS PREPARE FOR AND PURSUE A COLLEGE EDUCATION. STUDENTS RECEIVE ASSISTANCE WITH COMPLETING COLLEGE APPLICATIONS, LOCATING FINANCIAL AID, PLANNING FOR THEIR CAREERS, AND PREPARING THEM TO EXCEL ACADEMICALLY AND SOCIALLY BEYOND HIGH SCHOOL.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0114379
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02892870
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0279
IRS990/PYOtherExpensesAmt0866136
IRS990/PYOtherRevenueAmt015170
IRS990/PYProgramServiceRevenueAmt05560
IRS990/PYRevenuesLessExpensesAmt0-50281
IRS990/PYSalariesCompEmpBnftPaidAmt02098024
IRS990/PYTotalExpensesAmt02964160
IRS990/PYTotalRevenueAmt02913879
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0168197
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt06350
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0129285
IRS990/SavingsAndTempCashInvstGrp/EOYAmt091947
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02843693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02892870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02959005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02634888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02968999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014299455
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06414
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0279
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt066
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0185
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0656
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07600
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0280711
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99950
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt014299455
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02843693
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02892870
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02959005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02634888
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02968999
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014299455
IRS990ScheduleA/TotalSupportAmt014307055
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/ScheduleBRequiredInd0true
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsAmt087
IRS990ScheduleC/RalliesDemonstrationsInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0PAYMENT OF DUES TO THE VIRGINIA COMMUNITY ACTION PARTNERSHIP.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART II-B, LINE 1
IRS990ScheduleC/TotalLobbyingExpendituresAmt087
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0488868
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0861950
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01350818
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0353873
IRS990ScheduleD/DonatedServicesUseFcltsAmt0353873
IRS990ScheduleD/EquipmentGrp/BookValueAmt033814
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0255948
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0289762
IRS990ScheduleD/ExpensesNotReportedAmt0353873
IRS990ScheduleD/ExpensesSubtotalAmt02761861
IRS990ScheduleD/LandGrp/BookValueAmt0667027
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0667027
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0759638
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0759638
IRS990ScheduleD/RevenueNotReportedAmt0353873
IRS990ScheduleD/RevenueSubtotalAmt02930058
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01949347
IRS990ScheduleD/TotalExpensesPerForm990Amt02761861
IRS990ScheduleD/TotalRevenuePerForm990Amt02930058
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03283931
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03115734
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROJECT DISCOVERY PROMOTES ACADEMIC ACHIEVEMENT AS A MEANS OF PROPELLING HIGH SCHOOL STUDENTS FROM LOW INCOME FAMILIES OUT OF POVERTY. THE PROGRAM SPECIFICALLY FOCUSES ON ENCOURAGING AND HELPING THESE STUDENTS PREPARE FOR AND PURSUE A COLLEGE EDUCATION. STUDENTS RECEIVE ASSISTANCE WITH COMPLETING COLLEGE APPLICATIONS, LOCATING FINANCIAL AID, PLANNING FOR THEIR CAREERS, AND PREPARING THEM TO EXCEL ACADEMICALLY AND SOCIALLY BEYOND HIGH SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE 990 TAX RETURN IS FIRST SENT TO THE FINANCE COMMITTEE FOR REVIEW. ONCE APPROVED BY THE COMMITTEE, THE 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS, OR THE EXECUTIVE COMMITTEE ON BEHALF OF THE BOARD, FOR APPROVAL. WITH APPROVAL THE 990 IS SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICIES ARE FILLED OUT AND COMPLETED BY ALL MEMBERS OF THE BOARD OF DIRECTORS. THEY ARE REVIEWED PERIODICALLY AND ANY SITUATIONS THAT ARISE ARE DISCUSSED AND RESOLVED DURING BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION OF THE EXECUTIVE DIRECTOR REQUIRES BOARD APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION OF OTHER MANAGEMENT PERSONNEL REQUIRES APPROVAL OF THE EXECUTIVE DIRECTOR. THERE IS AN ANNUAL REVIEW AND APPROVAL OF THE ORGANIZATION'S PAY SCALE AND THIS IS DONE BY THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt0146155
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt094185
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02739
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt021939
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01349020
IRS990/TotalAssetsEOYAmt02351457
IRS990/TotalAssetsGrp/BOYAmt01349020
IRS990/TotalAssetsGrp/EOYAmt02351457
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02843693
IRS990/TotalEmployeeCnt079
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt087
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0396969
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02364805
IRS990/TotalFunctionalExpensesGrp/TotalAmt02761861
IRS990/TotalGrossUBIAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.20$1.06$1.14$1.14$1.30$0.16
2024Detailed filing. Detailed filing data is available for this year.$2.38$1.09$1.30$3.34$3.61$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.79$1.22$1.57$4.56$4.42$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.60$1.18$1.42$3.50$3.25$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$1.27$1.18$3.55$3.55$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.55$1.38$1.18$3.01$2.90$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.32$1.24$1.07$3.02$2.99$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.39$1.35$1.04$2.82$2.76$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.35$1.38$0.97$2.93$2.76$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.35$0.56$0.79$2.91$2.96$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.73$0.84$2.99$3.13$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.82$0.75$1.06$3.81$3.00$0.81
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$1.02$0.25$3.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$1.07$0.25$3.20
2011Summary only. Only limited summary data is available for this year.$1.46$1.06$0.40$3.73$3.63$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits