Civic Intelligence

Martha Jefferson House

990 • Fiscal year 2018 • EIN 54-1401371

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 08, 2019

Organization ProfileMARTHAJEFFERSONHOUSE.ORG

View Organization Page

1600 Gordon AvenueCharlottesville, VA 22903-1996

(434) 293-6136

Siviq Scores

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

Liabilities / Assets

50th percentile

0.21x

Higher debt load relative to assets than 50% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.61x

Higher debt load relative to revenue than 71% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

13th percentile

-13%

Higher net margin than 13% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

26th percentile

$111,757

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

20th percentile

-5.2%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

4.7%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$13,796,643

Down $750,694 (-5.2%) from 2017

Net Assets

Down

$10,849,284

Down $637,442 (-5.5%) from 2017

Liabilities

Down

$2,947,359

Down $113,252 (-3.7%) from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin13th percentile

Revenue

Up

$4,858,791

Up $216,974 (+4.7%) from 2017

Expenses

Up

$5,501,405

Up $570,828 (+12%) from 2017

Net Income

Down

-$642,614

Down $353,854 (-123%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $14,109,786Liabilities 2011: $4,318,135Net Assets 2011: $9,791,6512011Assets 2012: $14,675,004Liabilities 2012: $4,109,817Net Assets 2012: $10,565,1872012Assets 2013: $14,398,325Liabilities 2013: $3,890,700Net Assets 2013: $10,507,6252013Assets 2014: $16,444,789Liabilities 2014: $3,715,548Net Assets 2014: $12,729,2412014Assets 2015: $15,426,515Liabilities 2015: $3,597,772Net Assets 2015: $11,828,7432015Assets 2016: $15,012,084Liabilities 2016: $3,313,297Net Assets 2016: $11,698,7872016Assets 2017: $14,547,337Liabilities 2017: $3,060,611Net Assets 2017: $11,486,7262017Assets 2018: $13,796,643Liabilities 2018: $2,947,359Net Assets 2018: $10,849,2842018Assets 2019: $12,531,334Liabilities 2019: $2,668,824Net Assets 2019: $9,862,5102019Assets 2020: $12,377,384Liabilities 2020: $3,059,136Net Assets 2020: $9,318,2482020Assets 2021: $12,864,476Liabilities 2021: $2,296,449Net Assets 2021: $10,568,0272021Assets 2022: $11,964,698Liabilities 2022: $3,194,384Net Assets 2022: $8,770,3142022Assets 2023: $11,966,387Liabilities 2023: $3,232,308Net Assets 2023: $8,734,0792023Assets 2024: $12,807,224Liabilities 2024: $3,021,957Net Assets 2024: $9,785,2672024

Highlighted filing

2018

Assets$13,796,643
Liabilities$2,947,359
Net Assets$10,849,284
Open 2018 Filing

Operations Trend

Revenue Growth52nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,516,356Expenses 2011: $4,328,862Net Income 2011: $187,4942011Revenue 2012: $4,359,400Expenses 2012: $4,283,288Net Income 2012: $76,1122012Revenue 2013: $4,899,053Expenses 2013: $4,547,743Net Income 2013: $351,3102013Revenue 2014: $6,785,791Expenses 2014: $4,796,807Net Income 2014: $1,988,9842014Revenue 2015: $4,632,639Expenses 2015: $4,940,734Net Income 2015: -$308,0952015Revenue 2016: $4,631,319Expenses 2016: $5,116,921Net Income 2016: -$485,6022016Revenue 2017: $4,641,817Expenses 2017: $4,930,577Net Income 2017: -$288,7602017Revenue 2018: $4,858,791Expenses 2018: $5,501,405Net Income 2018: -$642,6142018Revenue 2019: $4,392,289Expenses 2019: $5,442,401Net Income 2019: -$1,050,1122019Revenue 2020: $5,016,278Expenses 2020: $5,741,802Net Income 2020: -$725,5242020Revenue 2021: $6,390,092Expenses 2021: $5,753,454Net Income 2021: $636,6382021Revenue 2022: $5,863,867Expenses 2022: $6,591,560Net Income 2022: -$727,6932022Revenue 2023: $6,245,533Expenses 2023: $6,902,418Net Income 2023: -$656,8852023Revenue 2024: $7,134,442Expenses 2024: $7,125,060Net Income 2024: $9,3822024

Highlighted filing

2018

Revenue$4,858,791
Expenses$5,501,405
Net Income-$642,614
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 8, 2019
Return Version
2017v2.3
Gross Receipts
$9,269,209
Mission and Program Overview

Mission

The martha jefferson house strives to provide a living environment where its residents can continue to mature and flourish on their life's journey. We are dedicated to honoring their contributions to our society by bestowing upon them respect, support and loving kindness at all times.

Residential facility and nursing care

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,648,849$5,852,037▼ $796,812
Land, Buildings, and Equipment, Net$5,402,441$5,324,849▼ $77,592
Cash and Non-Interest-Bearing Accounts$20,186$344,476▲ $324,290
Accounts Receivable$59,604$147,291▲ $87,687
Savings and Temporary Cash Investments$280,906$58,134▼ $222,772
Prepaid Expenses and Deferred Charges$19,675$6,000▼ $13,675
Total Assets$14,547,337$13,796,643▼ $750,694
Other Assets Total$2,115,676$2,063,856▼ $51,820
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,857,635$2,639,995▼ $217,640
Accounts Payable and Accrued Expenses$147,401$284,172▲ $136,771
Deferred Revenue$55,575$23,192▼ $32,383
Total Liabilities$3,060,611$2,947,359▼ $113,252
Net Assets / Fund Balance
Unrestricted Net Assets$8,913,430$8,283,086▼ $630,344
Permanently Rstr Net Assets$2,236,369$2,185,626▼ $50,743
Temporarily Rstr Net Assets$336,927$380,572▲ $43,645
Total Net Assets Fund Balance$11,486,726$10,849,284▼ $637,442
Total Liabilities and Net Assets / Fund Balance$14,547,337$13,796,643▼ $750,694

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,052,924$4,885,543$9,938,467
Equipment$108,660$1,307,718$1,416,378
Land$107,107-$107,107
Leasehold Improvements$14,708$61,205$75,913
Other Land Buildings$41,450-$41,450
Other Assets Org$2,052,111--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,601,855$29,715▲ $163,841$139,054$2,594,757
2016$2,578,851$30,785▲ $212,988$142,369$2,601,855
2015$2,418,945$23,050▲ $165,290$28,434$2,578,851
2014$2,518,060$79,134▼ $91,840$72,627$2,418,945
2013$279,680$2,410,780▲ $4,765$36,235$2,518,060
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adam FeldbauerPresident & CEOFT$102,562$9,195$111,757
Gregg KendrickBoard Member-$55,558-$55,558

Board Members and Trustees

NameTitle
Dr Gordon MorrisChair
John PezzoliVice Chair
Karin BondingBoard Member
Pryor HaleBoard Member
Theo Van GrollBoard Member
Marliea GroganBoard Member-resident Rep
Kari MillerSecretary
Celia LankfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$38,028
Program Service Revenue
$4,317,531
Investment Income
$503,232
Other Revenue
$0
All Other Contributions
$38,028
Change in Net Assets
$-642,614

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,858,791
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$55,915
Total Revenue per Audited Statements
$4,914,706
Total Revenue per Form 990
$4,858,791
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,512,490
Other Expenses$1,927,315
Grants and Similar Amounts Paid$61,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,720,140--$2,720,140
Fees for Services Other$400,022$94,516-$494,538
Other Employee Benefits$356,630--$356,630
Depreciation Depletion$223,189--$223,189
Payroll Taxes$198,165$8,048-$206,213
Occupancy$178,585--$178,585
All Other Expenses$141,007--$141,007
Insurance$65,897$69,660-$135,557
Current Officers, Directors, Trustees, and Key Employees-$115,821-$115,821
Pension Plan Contributions$113,686--$113,686
Advertising-$103,922-$103,922
Interest$89,506--$89,506
Other Expenses$71,029--$71,029
Grants to Domestic Individuals$61,600--$61,600
Office Expenses$32,751--$32,751
Fees for Service Investment Mgmnt Fees-$30,915-$30,915
Information Technology-$18,789-$18,789
Conferences and Meetings$5,415--$5,415
Fees for Services Legal-$2,246-$2,246
Total Functional Expenses$5,057,488$443,917$0$5,501,405

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,501,405
Total Expenses per Audited Statements$5,501,405
Total Expenses per Form 990$5,501,405
Expenses Not Reported on Financial Statements$0
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

Bond Issues

BondIssuerIssuedIssue PricePurpose
AEda of Charlottesville Virginia2007-11-01$4,500,000Expansion of mjh's senior living facility consisting of 12 addl i/l aprts

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,500,000---

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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

“A copy of form 990 will be provided to the organization's board chairman prior to filing.”

Form 990, Part VI, Section B, Line 15

“Ceo compensation determined by executive committee based on performance and comparability data. Dept managers reviewed by ceo based on performance and cola. Other employees evaluated by dept managers based on performance, comparability data and cola.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Martha Jefferson House
EIN
54-1401371
Phone
4342936136
Address
1600 GORDON AVENUE, CHARLOTTESVILLE, VA 22903-1996

Signing Officer

Name
Adam Feldbauer
Title
President & CEO
Phone
4342936136
Signed
2019-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Feldbauer
Formed
1986
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
146
Volunteers
145

Preparer

Firm
Mitchell Wiggins & Company Llp
Address
1802 BAYBERRY COURT SUITE 300, RICHMOND, VA 23226
Preparer
Lea S Rasmussen
Phone
8042826000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of beneficial interest in perpetual trust -50,743.”

Financial Statement Notes

PART V, LINE 4:

“The board designated funds are for the mj house's capital campaign, the temporarily restricted endowment is primarily for scholarships to provide assistance to residents in need, and the permanently restricted endowment is to be invested in perpetuity with a portion of the income expendable at the discretion of the board of directors and the remainder to be used for scholarships to provide assistance to residents in need. The organization may also request additional distributions from the trustee of the perpetual trust to be used for capital and emergency needs.”

PART X, LINE 2:

“The financial accounting standards board issued guidance on accounting for uncertainty in income taxes. Management evaluated the mj house's tax positions and concluded that the mj house had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance.”

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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06648849
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05852037
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06254466
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05402441
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05324849
IRS990/LandBldgEquipCostOrOtherBssAmt011579315
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04410418
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HOUSING AND HEALTH CARE TO PERSONS 65 YEARS OF AGE OR OLDER THROUGHOUT THE REMAINDER OF THEIR LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02857635
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02639995
IRS990/NetAssetsOrFundBalancesBOYAmt011486726
IRS990/NetAssetsOrFundBalancesEOYAmt010849284
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0118978
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0118978
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt055915
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0178585
IRS990/OccupancyGrp/TotalAmt0178585
IRS990/OfficeExpensesGrp/ProgramServicesAmt032751
IRS990/OfficeExpensesGrp/TotalAmt032751
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02115676
IRS990/OtherAssetsTotalGrp/EOYAmt02063856
IRS990/OtherChangesInNetAssetsAmt0-50743
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0356630
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0356630
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2LINENS & UNIFORMS
IRS990/OtherExpensesGrp/Desc3INFIRMARY SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0241782
IRS990/OtherExpensesGrp/ProgramServicesAmt184857
IRS990/OtherExpensesGrp/ProgramServicesAmt273227
IRS990/OtherExpensesGrp/ProgramServicesAmt371029
IRS990/OtherExpensesGrp/TotalAmt0241782
IRS990/OtherExpensesGrp/TotalAmt184857
IRS990/OtherExpensesGrp/TotalAmt273227
IRS990/OtherExpensesGrp/TotalAmt371029
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02720140
IRS990/OtherSalariesAndWagesGrp/TotalAmt02720140
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08048
IRS990/PayrollTaxesGrp/ProgramServicesAmt0198165
IRS990/PayrollTaxesGrp/TotalAmt0206213
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0113686
IRS990/PensionPlanContributionsGrp/TotalAmt0113686
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02236369
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02185626
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019675
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06000
IRS990/PrincipalOfficerNm0ADAM FELDBAUER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0ROOM & SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04317531
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04317531
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt047145
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt078400
IRS990/PYInvestmentIncomeAmt0624482
IRS990/PYOtherExpensesAmt01512089
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03970190
IRS990/PYRevenuesLessExpensesAmt0-288760
IRS990/PYSalariesCompEmpBnftPaidAmt03340088
IRS990/PYTotalExpensesAmt04930577
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04641817
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-642614
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04317531
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0280906
IRS990/SavingsAndTempCashInvstGrp/EOYAmt058134
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0117726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0222936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0468290
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0384254
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0340931
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0316789
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0305127
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0188802
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01535903
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04317531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03970190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04239165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04177962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03948063
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt020652911
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0384254
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0340931
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0316789
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0305127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0188802
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01535903
IRS990ScheduleA/InvestmentIncomeCYPct00.06780
IRS990ScheduleA/InvestmentIncomePYPct00.06200
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93220
IRS990ScheduleA/PublicSupportPY509Pct00.93800
IRS990ScheduleA/PublicSupportTotal509Amt021121201
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04355559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04017335
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04281620
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04295688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04170999
IRS990ScheduleA/Total509Grp/TotalAmt021121201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04739813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04358266
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04598409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04600815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04359801
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt022657104
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.01100
IRS990ScheduleD/BuildingsGrp/BookValueAmt05052924
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04885543
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09938467
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02601855
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt029715
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02594757
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt061600
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0163841
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0139054
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02578851
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt030785
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02601855
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt078400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0212988
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0142369
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02418945
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt023050
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02578851
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0165290
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt028434
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02518060
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt079134
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02418945
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt013782
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-91840
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt072627
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0337
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0279680
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02410780
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02518060
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0140593
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04765
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt036235
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0108660
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01307718
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01416378
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05501405
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0107107
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0107107
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt014708
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt061205
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt075913
IRS990ScheduleD/NetUnrealizedGainsInvstAmt055915
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt011745
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12052111
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST & DIVIDENDS RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1BENEFICIAL INTEREST IN PERPETUAL TRUST
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt041450
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt041450

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Filings

Displayed year

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

Open filing
Assets
$13,796,643
Liabilities
$2,947,359
Net assets
$10,849,284
Revenue
$4,858,791
Expenses
$5,501,405
Net income
-$642,614
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$3.02$9.79$7.13$7.13$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$3.23$8.73$6.25$6.90$0.66
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$3.19$8.77$5.86$6.59$0.73
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$2.30$10.6$6.39$5.75$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$3.06$9.32$5.02$5.74$0.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$2.67$9.86$4.39$5.44$1.05
2018Detailed filing. Detailed filing data is available for this year.$13.8$2.95$10.8$4.86$5.50$0.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$3.06$11.5$4.64$4.93$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$3.31$11.7$4.63$5.12$0.49
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$3.60$11.8$4.63$4.94$0.31
2014Detailed filing. Detailed filing data is available for this year.$16.4$3.72$12.7$6.79$4.80$1.99
2013Summary only. Only limited summary data is available for this year.$14.4$3.89$10.5$4.90$4.55$0.35
2012Summary only. Only limited summary data is available for this year.$14.7$4.11$10.6$4.36$4.28$0.08
2011Summary only. Only limited summary data is available for this year.$14.1$4.32$9.79$4.52$4.33$0.19