Civic Intelligence

United Methodist Agency for the Retarded Western North Carolina Inc

990 • Fiscal year 2019 • EIN 56-1381671

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 08, 2020

Organization ProfileWWW.UMARINFO.COM

View Organization Page

5350 77 Center Drive No 201Charlotte, NC 28217

(704) 875-1328

Siviq Scores

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

Liabilities / Assets

40th percentile

0.09x

Higher debt load relative to assets than 40% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

33rd percentile

0.08x

Higher debt load relative to revenue than 33% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

20th percentile

-8.7%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

13th percentile

-7.0%

Faster asset growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

1.9%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$7,628,165

Down $573,958 (-7.0%) from 2018

Net Assets

Down

$6,977,698

Down $564,257 (-7.5%) from 2018

Liabilities

Down

$650,467

Down $9,701 (-1.5%) from 2018

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin20th percentile

Revenue

Up

$8,062,742

Up $153,906 (+1.9%) from 2018

Expenses

Up

$8,762,545

Up $462,961 (+5.6%) from 2018

Net Income

Down

-$699,803

Down $309,055 (-79%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$10M$5.0M$0Assets 2010: $6,826,822Liabilities 2010: $673,321Net Assets 2010: $6,153,5012010Assets 2011: $7,233,805Liabilities 2011: $1,026,329Net Assets 2011: $6,207,4762011Assets 2012: $7,932,025Liabilities 2012: $2,005,351Net Assets 2012: $5,926,6742012Assets 2013: $7,665,369Liabilities 2013: $697,801Net Assets 2013: $6,967,5682013Assets 2014: $7,509,525Liabilities 2014: $638,680Net Assets 2014: $6,870,8452014Assets 2015: $8,181,889Liabilities 2015: $602,497Net Assets 2015: $7,579,3922015Assets 2016: $8,365,678Liabilities 2016: $658,992Net Assets 2016: $7,706,6862016Assets 2017: $8,404,919Liabilities 2017: $590,457Net Assets 2017: $7,814,4622017Assets 2018: $8,202,123Liabilities 2018: $660,168Net Assets 2018: $7,541,9552018Assets 2019: $7,628,165Liabilities 2019: $650,467Net Assets 2019: $6,977,6982019Assets 2020: $7,965,797Liabilities 2020: $1,558,430Net Assets 2020: $6,407,3672020Assets 2021: $7,962,133Liabilities 2021: $549,345Net Assets 2021: $7,412,7882021Assets 2022: $6,101,661Liabilities 2022: $631,592Net Assets 2022: $5,470,0692022

Highlighted filing

2019

Assets$7,628,165
Liabilities$650,467
Net Assets$6,977,698
Open 2019 Filing

Operations Trend

Revenue Growth44th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $6,372,4142010Expenses 2011: $7,399,6642011Revenue 2012: $7,686,343Expenses 2012: $7,723,325Net Income 2012: -$36,9822012Expenses 2013: $7,520,4892013Revenue 2014: $7,957,194Expenses 2014: $8,139,482Net Income 2014: -$182,2882014Revenue 2015: $9,149,148Expenses 2015: $8,430,297Net Income 2015: $718,8512015Revenue 2016: $8,435,239Expenses 2016: $8,301,089Net Income 2016: $134,1502016Revenue 2017: $7,895,440Expenses 2017: $7,999,817Net Income 2017: -$104,3772017Revenue 2018: $7,908,836Expenses 2018: $8,299,584Net Income 2018: -$390,7482018Revenue 2019: $8,062,742Expenses 2019: $8,762,545Net Income 2019: -$699,8032019Revenue 2020: $8,035,307Expenses 2020: $8,570,707Net Income 2020: -$535,4002020Revenue 2021: $8,938,499Expenses 2021: $8,388,164Net Income 2021: $550,3352021Revenue 2022: $7,060,357Expenses 2022: $9,003,076Net Income 2022: -$1,942,7192022

Highlighted filing

2019

Revenue$8,062,742
Expenses$8,762,545
Net Income-$699,803
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 8, 2020
Return Version
2018v3.1
Gross Receipts
$8,099,956
Mission and Program Overview

Mission

Umar promotes community inclusion, independence and growth for adults with intellectual and developmental disabilities through residential, employment and cultural enrichment opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,341,089$3,425,764▲ $84,675
Land, Buildings, and Equipment, Net$3,311,837$3,230,331▼ $81,506
Accounts Receivable$532,237$454,174▼ $78,063
Cash and Non-Interest-Bearing Accounts$747,078$245,185▼ $501,893
Pledges and Grants Receivable$93,050$123,555▲ $30,505
Savings and Temporary Cash Investments$108,271$87,857▼ $20,414
Prepaid Expenses and Deferred Charges$41,457$34,778▼ $6,679
Total Assets$8,202,123$7,628,165▼ $573,958
Other Assets Total$27,104$26,521▼ $583
Liabilities
Accounts Payable and Accrued Expenses$660,168$650,467▼ $9,701
Total Liabilities$660,168$650,467▼ $9,701
Net Assets / Fund Balance
Unrestricted Net Assets$6,342,588$5,813,389▼ $529,199
Temporarily Rstr Net Assets$988,803$953,745▼ $35,058
Permanently Rstr Net Assets$210,564$210,564→ $0
Total Net Assets Fund Balance$7,541,955$6,977,698▼ $564,257
Total Liabilities and Net Assets / Fund Balance$8,202,123$7,628,165▼ $573,958

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,035,935$2,293,505$5,329,440
Equipment$-191,990$892,390$700,400
Other Land Buildings$178,661$417,349$596,010
Land$207,725-$207,725
Other Securities$841,266--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,341,087$250,000▲ $186,489$253$3,425,764
2017$3,472,846-▲ $144,459$283$3,341,087
2016$3,260,695-▲ $227,612$314$3,472,846
2015$3,262,723-▲ $26,517$319$3,260,695
2014$643,286$2,600,000▲ $35,317$310$3,262,723
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marilyn GarnerPresident/CEOFT$115,056$9,309$124,365
Ed ManerChief Development OfficerFT$83,018$6,432$89,450
Denise ShockleyChief Financial OfficerFT$77,919$8,378$86,297
Jonathan BriggsDirector of Residental & Day ProgramsFT$75,456$7,168$82,624
John WeatherfordDirector of Human ResourceFT$70,564$8,190$78,754

Board Members and Trustees

NameTitle
Parks HunterBoard Chair
Ed ImbrognoFinance Chair
Gil MiddlebrooksHuman Rights Board Chair
Billy MortonBoard Vice-chair
Donna FryeTrustee
Max DanielTrustee
Mike BaileyTrustee
Morry JohnstonTrustee
Pat MirabelliTrustee
Theresa HallTrustee
Tom HollowellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,312,199
Program Service Revenue
$6,747,642
Investment Income
$24,129
Other Revenue
$-21,228
All Other Contributions
$949,497
Change in Net Assets
$-699,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,080,361
Other Expenses$2,682,184
Total Fundraising Expense$554,749
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,479,640$605,477$231,174$4,316,291
Other Employee Benefits$774,026$126,345$46,796$947,167
Occupancy$329,249$302,321-$631,570
Current Officers, Directors, Trustees, and Key Employees$189,684$183,124$99,571$472,379
Payroll Taxes$277,686$48,578$18,260$344,524
Depreciation Depletion$252,908$2,154-$255,062
All Other Expenses$91,287$67,492$51,377$210,156
Travel$165,674$10,208$2,155$178,037
Fees for Services Other$52,399$90,132$22,245$164,776
Other Expenses$155,511$54,097$788$155,511
Insurance$94,189$23,727-$117,916
Office Expenses$90,626$18,545$934$110,105
Conferences and Meetings$412$5,409$35,673$41,494
Advertising--$40,823$40,823
Fees for Services Accounting$11,011$18,940$4,674$34,625
Fees for Services Legal$657$1,130$279$2,066
Total Functional Expenses$6,649,038$1,558,758$554,749$8,762,545
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$37,214
Fundraising Gross Income$3,100
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charlotte Friends of Umar Luncheon$264,585-$10,586-
Golf Tournament$20,735$3,100$832$2,268
Total Events$365,802$3,100$37,214$-34,114
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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Billy morton is the son in law of max daniel.”

Form 990, Part VI, Section B, Line 11B

“An independent cpa firm prepares the form 990. The chief financial officer then reviews the return before filing. The reviewed 990 is provided to all board member after filing.”

Form 990, Part VI, Section B, Line 15A

“The board of directors determines ceo pay by reviewing compensation for like positions across similar organizations with size taken into consideration. From this information the board then establishes and votes to approve compensation for its ceo. Other leadership team members compensation is reviewed by the ceo to confirm pay is appropriate and reasonable.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request at the office.”

Filing and Contact Details

Filer

Filer Name
Umar Services Inc
EIN
56-1381671
Phone
7048751328
Address
5350 77 CENTER DRIVE NO 201, CHARLOTTE, NC 28217

Signing Officer

Name
Denise Shockley
Title
Chief Financial Officer
Phone
7048751328
Signed
2020-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Shockley
Formed
1983
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
277
Volunteers
240

Preparer

Firm
Greerwalker Llp
Address
227 WEST TRADE ST SUITE 1100, CHARLOTTE, NC 28202
Preparer
Paula P Tilley
Phone
7043770239
Supplemental Narrative

Additional Explanations

Part XII Financial Statements and Reporting Line 2C

“The finance committee maintains oversight over the audit of the financial statements and selection of an independent accountant.”

Financial Statement Notes

PART V, LINE 4:

“The organization's endowment funds are intended to be used for capital improvements and general day to day operations of the organizations facilities.”

PART X, LINE 2:

“Umar and the community homes are tax-exempt organizations under section 501(c)(3) of the internal revenue code and, therefore, no provision for income taxes has been made in the accompanying combined financial statements. The organization records liabilities for income tax positions taken or expected to be taken when those positions are deemed uncertain to be upheld in an examination by taxing authorities. No liabilities for uncertain income tax positions were recorded as of june 30, 2019 and 2018.”

Raw XML AppendixShowing 400 of 815 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1HUMAN RIGHTS BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5FINANCE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF HUMAN RESOURCE
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF RESIDENTAL & DAY PROGRAMS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0362702
IRS990/FundraisingDirectExpensesAmt037214
IRS990/FundraisingGrossIncomeAmt03100
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08099956
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt023727
IRS990/InsuranceGrp/ProgramServicesAmt094189
IRS990/InsuranceGrp/TotalAmt0117916
IRS990/InvestmentExpenseAmt0-26814
IRS990/InvestmentIncomeGrp/ExclusionAmt024129
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024129
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03341089
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03425764
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03603244
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03311837
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03230331
IRS990/LandBldgEquipCostOrOtherBssAmt06833575
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0UMAR PROMOTES COMMUNITY INCLUSION, INDEPENDENCE AND GROWTH FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL, EMPLOYMENT AND CULTURAL ENRICHMENT OPPORTUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07541955
IRS990/NetAssetsOrFundBalancesEOYAmt06977698
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-34114
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-34114
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0162360
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0302321
IRS990/OccupancyGrp/ProgramServicesAmt0329249
IRS990/OccupancyGrp/TotalAmt0631570
IRS990/OfficeExpensesGrp/FundraisingAmt0934
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018545
IRS990/OfficeExpensesGrp/ProgramServicesAmt090626
IRS990/OfficeExpensesGrp/TotalAmt0110105
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt027104
IRS990/OtherAssetsTotalGrp/EOYAmt026521
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt046796
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0126345
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0774026
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0947167
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1AUTO LEASES & EXPENSES
IRS990/OtherExpensesGrp/Desc2FOOD
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt0788
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01079
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt154097
IRS990/OtherExpensesGrp/ProgramServicesAmt0268650
IRS990/OtherExpensesGrp/ProgramServicesAmt1207721
IRS990/OtherExpensesGrp/ProgramServicesAmt2207708
IRS990/OtherExpensesGrp/ProgramServicesAmt3155511
IRS990/OtherExpensesGrp/TotalAmt0269729
IRS990/OtherExpensesGrp/TotalAmt1262606
IRS990/OtherExpensesGrp/TotalAmt2207708
IRS990/OtherExpensesGrp/TotalAmt3155511
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012886
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012886
IRS990/OtherRevenueTotalAmt012886
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0231174
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0605477
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03479640
IRS990/OtherSalariesAndWagesGrp/TotalAmt04316291
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt018260
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt048578
IRS990/PayrollTaxesGrp/ProgramServicesAmt0277686
IRS990/PayrollTaxesGrp/TotalAmt0344524
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0210564
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0210564
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt093050
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0123555
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt041457
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034778
IRS990/PrincipalOfficerNm0DENISE SHOCKLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0GROUP HOME OPERATIONS
IRS990/ProgramServiceRevenueGrp/Desc1DAY PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05585552
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11162090
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05585552
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11162090
IRS990/ProgSrvcAccomActy2Grp/Desc0DAY PROGRAM SERVICES: UMAR'S 3 DAY PROGRAMS ARE COMMUNITY-BASED ARTS CENTERS LOCATED IN CHARLOTTE, LINCOLNTON, AND REIDSVILLE. AN ALTERNATIVE TO UMAR'S VOCATIONAL SERVICES THAT HELPED 67 ADULTS WITH IDD FIND AND MAINTAIN EMPLOYMENT, UMAR'S ART CENTERS HELPED 152 PEOPLE CREATE ART TO SELL FOR ADDITIONAL INCOME. THE REIDSVILLE CENTER MAINTAINS A MOBILE WORK CREW EMPLOYED TO DO JANITORIAL AND LAWN CARE WORK. WITH A DESIRE TO DIVERSIFY SERVICES AND PROVIDE SUPPORT TO NON-UMAR RESIDENTS TOO, UMAR'S NEW ADDITION OF COMMUNITY SERVICES ASSISTED 32 ADULTS IN THEIR COMMUNITY AND IS GROWING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01782876
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01162090
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01039276
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt02402062
IRS990/PYOtherRevenueAmt035974
IRS990/PYProgramServiceRevenueAmt06833586
IRS990/PYRevenuesLessExpensesAmt0-390748
IRS990/PYSalariesCompEmpBnftPaidAmt05897522
IRS990/PYTotalExpensesAmt08299584
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07908836
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-699803
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05585552
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0108271
IRS990/SavingsAndTempCashInvstGrp/EOYAmt087857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01312199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01039276
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0930004
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01205441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01445097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05932017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024129
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020515
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029915
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt079386
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt035388529
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012886
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt051732
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt034134
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt013199
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt026438
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0138389
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80960
IRS990ScheduleA/PublicSupportPY170Pct00.80920
IRS990ScheduleA/PublicSupportTotal170Amt04978625
IRS990ScheduleA/SubstantialContributorsTotAmt0953392
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01312199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01039276
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0930004
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01205441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01445097
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05932017
IRS990ScheduleA/TotalSupportAmt06149792
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

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,628,165
Liabilities
$650,467
Net assets
$6,977,698
Revenue
$8,062,742
Expenses
$8,762,545
Net income
-$699,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$0.63$5.47$7.06$9.00$1.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.96$0.55$7.41$8.94$8.39$0.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$1.56$6.41$8.04$8.57$0.54
2019Detailed filing. Detailed filing data is available for this year.$7.63$0.65$6.98$8.06$8.76$0.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.20$0.66$7.54$7.91$8.30$0.39
2017Summary only. Only limited summary data is available for this year.$8.40$0.59$7.81$7.90$8.00$0.10
2016Detailed filing. Detailed filing data is available for this year.$8.37$0.66$7.71$8.44$8.30$0.13
2015Detailed filing. Detailed filing data is available for this year.$8.18$0.60$7.58$9.15$8.43$0.72
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.51$0.64$6.87$7.96$8.14$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.67$0.70$6.97$7.52
2012Summary only. Only limited summary data is available for this year.$7.93$2.01$5.93$7.69$7.72$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.23$1.03$6.21$7.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.83$0.67$6.15$6.37