Civic Intelligence

Family Services Inc.

990 • Fiscal year 2018 • EIN 57-0324920

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 07, 2019

4925 Lacross Road Suite 215North Charleston, SC 29406

(843) 744-1348

Siviq Scores

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

Liabilities / Assets

89th percentile

0.87x

Higher debt load relative to assets than 89% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

97th percentile

8.95x

Higher debt load relative to revenue than 97% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

55th percentile

4.9%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

18th percentile

$138,032

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

33rd percentile

-1.0%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-39%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Down

$45,820,009

Down $476,751 (-1.0%) from 2017

Net Assets

Up

$5,861,449

Up $217,872 (+3.9%) from 2017

Liabilities

Down

$39,958,560

Down $694,623 (-1.7%) from 2017

Revenue

Down

$4,462,313

Down $2,798,141 (-39%) from 2017

Expenses

Down

$4,244,441

Down $2,608,182 (-38%) from 2017

Net Income

Down

$217,872

Down $189,959 (-47%) from 2017

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $29,459,258Liabilities 2010: $26,563,883Net Assets 2010: $2,895,3752010Assets 2011: $35,871,738Liabilities 2011: $32,597,163Net Assets 2011: $3,274,5752011Assets 2012: $38,326,468Liabilities 2012: $34,455,236Net Assets 2012: $3,871,2322012Assets 2013: $40,419,334Liabilities 2013: $36,223,488Net Assets 2013: $4,195,8462013Assets 2014: $39,249,248Liabilities 2014: $34,651,906Net Assets 2014: $4,597,3422014Assets 2015: $41,081,472Liabilities 2015: $36,042,668Net Assets 2015: $5,038,8042015Assets 2016: $44,266,112Liabilities 2016: $39,030,366Net Assets 2016: $5,235,7462016Assets 2017: $46,296,760Liabilities 2017: $40,653,183Net Assets 2017: $5,643,5772017Assets 2018: $45,820,009Liabilities 2018: $39,958,560Net Assets 2018: $5,861,4492018Assets 2019: $56,965,856Liabilities 2019: $50,938,006Net Assets 2019: $6,027,8502019Assets 2020: $61,114,147Liabilities 2020: $54,777,255Net Assets 2020: $6,336,8922020Assets 2021: $71,541,435Liabilities 2021: $64,509,620Net Assets 2021: $7,031,8152021Assets 2022: $67,719,542Liabilities 2022: $60,472,279Net Assets 2022: $7,247,2632022Assets 2023: $74,904,391Liabilities 2023: $66,868,159Net Assets 2023: $8,036,2322023Assets 2024: $81,243,203Liabilities 2024: $72,644,820Net Assets 2024: $8,598,3832024

Highlighted filing

2018

Assets$45,820,009
Liabilities$39,958,560
Net Assets$5,861,449

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $4,807,7302010Expenses 2011: $3,942,0152011Expenses 2012: $4,049,8922012Revenue 2013: $4,323,765Expenses 2013: $3,999,151Net Income 2013: $324,6142013Revenue 2014: $4,668,929Expenses 2014: $4,267,433Net Income 2014: $401,4962014Revenue 2015: $5,572,998Expenses 2015: $5,131,536Net Income 2015: $441,4622015Revenue 2016: $5,680,627Expenses 2016: $5,483,685Net Income 2016: $196,9422016Revenue 2017: $7,260,454Expenses 2017: $6,852,623Net Income 2017: $407,8312017Revenue 2018: $4,462,313Expenses 2018: $4,244,441Net Income 2018: $217,8722018Revenue 2019: $4,182,221Expenses 2019: $4,015,820Net Income 2019: $166,4012019Revenue 2020: $4,839,501Expenses 2020: $4,517,688Net Income 2020: $321,8132020Revenue 2021: $4,851,911Expenses 2021: $4,152,947Net Income 2021: $698,9642021Revenue 2022: $4,699,728Expenses 2022: $4,273,661Net Income 2022: $426,0672022Revenue 2023: $5,491,476Expenses 2023: $4,829,533Net Income 2023: $661,9432023Revenue 2024: $5,163,051Expenses 2024: $4,735,896Net Income 2024: $427,1552024

Highlighted filing

2018

Revenue$4,462,313
Expenses$4,244,441
Net Income$217,872
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 7, 2019
Return Version
2018v3.1
Gross Receipts
$4,462,313
Mission and Program Overview

Mission

Family services, inc. Exists to empower, at a cost comparable to industry standards, individuals and families to gain and sustain assets and to become or remain functionally independent.

To provide services to families and individuals in the charleston area to help them become or remain functionally independent.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,488,649$2,417,502▼ $71,147
Other Notes and Loans Receivable, Net$1,127,613$980,982▼ $146,631
Pledges and Grants Receivable$430,673$398,319▼ $32,354
Savings and Temporary Cash Investments$402,142$354,652▼ $47,490
Prepaid Expenses and Deferred Charges$77,295$55,744▼ $21,551
Land, Buildings, and Equipment, Net$48,862$35,065▼ $13,797
Accounts Receivable$5,222$9,263▲ $4,041
Total Assets$46,296,760$45,820,009▼ $476,751
Other Assets Total$41,716,304$41,568,482▼ $147,822
Liabilities
Other Liabilities$40,104,804$39,545,715▼ $559,089
Accounts Payable and Accrued Expenses$339,540$249,155▼ $90,385
Deferred Revenue$208,839$163,690▼ $45,149
Total Liabilities$40,653,183$39,958,560▼ $694,623
Net Assets / Fund Balance
Unrestricted Net Assets$4,714,333$5,131,741▲ $417,408
Permanently Rstr Net Assets$787,401$729,708▼ $57,693
Temporarily Rstr Net Assets$141,843$0▼ $141,843
Total Net Assets Fund Balance$5,643,577$5,861,449▲ $217,872
Total Liabilities and Net Assets / Fund Balance$46,296,760$45,820,009▼ $476,751

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$24,796$148,959$173,755
Leasehold Improvements$10,269$22,321$32,590
Other Assets Org$412,697--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$775,878$61,158▼ $54,771-$774,157
2017$559,058$126,392▲ $97,134-$775,878
2016$534,475-▲ $29,999-$559,058
2015$485,820$59,559▼ $5,821-$534,475
2014$417,053$51,114▲ $22,284-$485,820
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caprice AtterburyCEOFT$132,000$6,032$138,032
Susan ToddControllerFT$72,539$4,926$77,465
Stephanie ReedLending DirectorFT$70,769$5,721$76,490

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,812,290
Program Service Revenue
$2,616,620
Investment Income
$-30,498
Other Revenue
$63,901
All Other Contributions
$588,694
Change in Net Assets
$217,872

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table12$55,631Fair Market Value
Other Non Cash Contri Table7$14,000$2,000 COURSES/TRAIN
Total Noncash Contributions19$69,631-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,462,313
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$43,140
Total Revenue per Audited Statements
$4,505,453
Total Revenue per Form 990
$4,462,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,047,729
Other Expenses$1,505,160
Grants and Similar Amounts Paid$691,552
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,390,125$44,268-$1,434,393
Grants to Domestic Individuals$688,552--$688,552
Other Employee Benefits$320,592$17,436-$338,028
Current Officers, Directors, Trustees, and Key Employees$253,802$21,506-$275,308
Occupancy$167,130$17,135-$184,265
Fees for Services Other$86,726$31,057-$117,783
Information Technology$44,266$47,874-$92,140
All Other Expenses$70,845$15,559-$86,404
Insurance$56,377$321-$56,698
Other Expenses$46,434$8,209-$54,643
Advertising$47,567$1,597-$49,164
Travel$35,841$2,867-$38,708
Office Expenses$26,069$12,638-$38,707
Depreciation Depletion-$23,738-$23,738
Conferences and Meetings$13,136$6,333-$19,469
Grants to Domestic Orgs$3,000--$3,000
Total Functional Expenses$3,927,710$316,731$0$4,244,441

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,287,581
Expenses per Audited Statements$4,244,441
Total Expenses per Form 990$4,244,441
Expenses Not Reported on Form 990$43,140
Expenses Not Reported on Financial Statements$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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Rev William StanfieldBoard Member of Family Services, Inc. and Executive Director of MetanoiaFAMILY SERVICES GIVES A GRANT IN THE AMOUNT OF $3,000 TO THE FREEDOM SCHOOL (A YOUTH LITERACY SUMMER SCHOOL) WHICH IS A PROGRAM PROVIDED BY METANOIA.REVEREND STANFIELD ABSTAINS FROM VOTING OR PARTICIPATING IN BOARD DECISIONS REGARDING THE FREEDOM SCHOOL FUNDING.No$3,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Amounts Held on Behalf of Others$39,545,715
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
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The cfo performs a detailed review and ties the numbers to the audited financial statements, then the ceo reviews for accuracy of information furnished. The draft 990 is then presented to the full board of directors for approval before it is signed and submitted.

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

The organization discusses conflict of interest and whistleblower policies at least annually with the board of directors and all key employees. Each board member and key employee is required to sign their understanding and agreement with both policies. The policies are signed by all staff and contractors at the time of hire and are discussed at least once a year at organization-wide quality improvement meetings.

Form 990, Part VI, Section B, Line 15

Annually, the all volunteer board (no one receives compensation) reviews the compensation survey for comparable salaries in our area. They then approve salary ranges for our organization's employees and contractors.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements are available to the public upon request. They may be viewed at the family services offices or will be mailed or emailed to interested parties and some documents are available on our website.

Filing and Contact Details

Filer

Filer Name
Family Services Inc
EIN
57-0324920
Phone
8437441348
Address
4925 LACROSS ROAD SUITE 215, NORTH CHARLESTON, SC 29406
Doing Business As
Origin Sc

Signing Officer

Name
Caprice Atterbury
Title
CEO
Phone
8437441348
Signed
2019-06-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Caprice Atterbury
Formed
1855
Legal Domicile
Sc
Voting Board Members
8
Independent Board Members
8
Employees
47
Volunteers
74

Preparer

Firm
Mccay Kiddy LLC
Address
1156 BOWMAN ROAD SUITE 100-A, MOUNT PLEASANT, SC 29464
Preparer
Melissa a Kiddy CPA Cfe
Phone
8438814477
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Process has not changed from prior year.

Financial Statement Notes

PART IV, LINE 2B:

Amounts held on behalf of others include funds held by origin sc for their representative payee, conservator, and consumer credit counseling programs. In each of the programs, origin sc acts as the client's financial manager in that they receive income and pay bills at the request of the client or as ordered by the courts. Funds held on behalf of others can be found in other assets on the balance sheet and offset by the escrow liability account.

PART V, LINE 4:

Family services, inc. Dba origin sc created the family services, inc. Endowment through the coastal community foundation to provide distributions to origin sc in support of their charitable purposes.

PART X, LINE 2:

The organization is a nonprofit corporation under section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes, unless income is generated from unrelated business activities. The financial accounting standards board (fasb) provides guidance on the organization's evaluation of accounting for uncertainty in income taxes. Management evaluated the organization's tax position and concluded that the organization had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance.

Raw XML AppendixShowing 400 of 626 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0339540
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0249155
IRS990/AccountsReceivableGrp/BOYAmt05222
IRS990/AccountsReceivableGrp/EOYAmt09263
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SERVICES TO FAMILIES AND INDIVIDUALS IN THE CHARLESTON AREA TO HELP THEM BECOME OR REMAIN FUNCTIONALLY INDEPENDENT.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01597
IRS990/AdvertisingGrp/ProgramServicesAmt047567
IRS990/AdvertisingGrp/TotalAmt049164
IRS990/AllOtherContributionsAmt0588694
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt015559
IRS990/AllOtherExpensesGrp/ProgramServicesAmt070845
IRS990/AllOtherExpensesGrp/TotalAmt086404
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN TODD CONTROLLER
IRS990/BooksInCareOfDetail/PhoneNum08437357808
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04925 LACROSS RD STE 215
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH CHARLESTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd029406
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt02488649
IRS990/CashNonInterestBearingGrp/EOYAmt02417502
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt021506
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0253802
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0275308
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt06333
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt013136
IRS990/ConferencesMeetingsGrp/TotalAmt019469
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01812290
IRS990/CYGrantsAndSimilarPaidAmt0691552
IRS990/CYInvestmentIncomeAmt0-30498
IRS990/CYOtherExpensesAmt01505160
IRS990/CYOtherRevenueAmt063901
IRS990/CYProgramServiceRevenueAmt02616620
IRS990/CYRevenuesLessExpensesAmt0217872
IRS990/CYSalariesCompEmpBnftPaidAmt02047729
IRS990/CYTotalExpensesAmt04244441
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04462313
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0208839
IRS990/DeferredRevenueGrp/EOYAmt0163690
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt023738
IRS990/DepreciationDepletionGrp/TotalAmt023738
IRS990/Desc0THE HOMEOWNERSHIP RESOURCE CENTER (HRC) PROVIDES FINANCIAL LITERACY EDUCATION AND COACHING TO PRIMARILY LOW-TO-MODERATE-INCOME INDIVIDUALS AND POTENTIAL HOMEOWNERS. THE HRC HAS RECEIVED NATIONAL RECOGNITION AS BEING ONE OF THE TOP AGENCIES IN THE COUNTRY PROVIDING DEFAULT COUNSELING AND FORECLOSURE PREVENTION SERVICES. THE HOMEOWNERSHIP RESOURCE CENTER'S INNOVATIVE CLINIC MODEL FOR DEFAULT COUNSELING WAS ADOPTED IN MANY OTHER STATES BECAUSE OF ITS EFFICIENCY AND EFFECTIVENESS, AND IS CONSIDERED A BEST PRACTICE BY NEIGHBORWORKS AMERICA. IN 2018, THE ORGANIZATION'S HRC COUNSELORS PROVIDED THOUSANDS OF COUNSELING HOURS HELPING MORE THAN 105 HOMEOWNERS FACING FORECLOSURE IN SOUTH CAROLINA. LICENSED FINANCIAL LITERACY COUNSELORS COACHED MORE THAN 1,600 CLIENTS TO HELP THEM ACHIEVE/SUSTAIN FINANCIAL STABILITY. ADDITIONALLY, THE HRC PROVIDES ONE-ON-ONE LONG TERM BUDGET COUNSELING AND EDUCATIONAL WORKSHOPS FOR POTENTIAL FIRST TIME HOMEBUYERS. LICENSED COUNSELORS HELP INDIVIDUALS TO UNDERSTAND THEIR CREDIT REPORT, LIVE WITHIN THEIR BUDGET, AND EVENTUALLY ATTEND A FIRST TIME HOMEBUYER WORKSHOP TO HELP THEM PREPARE TO PURCHASE A HOME THAT THEY CAN AFFORD. WITH THE SKILLS LEARNED IN THE ORGANIZATION'S HOMEBUYER WORKSHOPS, THE HOMEBUYER WILL HAVE A BETTER UNDERSTANDING OF WHAT A MORTGAGE IS, HOW TO NEGOTIATE CLOSING COSTS, DOWN PAYMENTS, INSURANCE, FUTURE MAINTENANCE, AND THE MYRIAD OF OTHER OBSTACLES FACED BY FIRST TIME OR UNEDUCATED HOMEBUYERS. IN 2018, 390 INDIVIDUALS WERE EDUCATED THROUGH THE HOMEOWNERSHIP PROGRAM AND 38 PURCHASED A HOME. HRC'S REVITALIZATION LLC PURCHASED AND REHABILITATED THREE ABANDONED HOME FOR RELATE TO LOW-TO-MODERATE INCOME HOMEBUYERS IN THE CHARLESTON TRI-COUNTY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0ORIGIN SC
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt047
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02075883
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt031057
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt086726
IRS990/FeesForServicesOtherGrp/TotalAmt0117783
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt850.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt950.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1050.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt86032
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt94926
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt105721
IRS990/Form990PartVIISectionAGrp/PersonNm0RAY SETSER
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM STANFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm2MARY ANN HALL
IRS990/Form990PartVIISectionAGrp/PersonNm3ELSIE SMALLS
IRS990/Form990PartVIISectionAGrp/PersonNm4JENNIFER ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL BLANTON
IRS990/Form990PartVIISectionAGrp/PersonNm6AARON HEATH
IRS990/Form990PartVIISectionAGrp/PersonNm7NASHONDA HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm8CAPRICE ATTERBURY
IRS990/Form990PartVIISectionAGrp/PersonNm9SUSAN TODD
IRS990/Form990PartVIISectionAGrp/PersonNm10STEPHANIE REED
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8132000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt972539
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1070769
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt10LENDING DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01855
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt01223596
IRS990/GrantAmt0251217
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0688552
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0688552
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04462313
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt047874
IRS990/InformationTechnologyGrp/ProgramServicesAmt044266
IRS990/InformationTechnologyGrp/TotalAmt092140
IRS990/InsuranceGrp/ManagementAndGeneralAmt0321
IRS990/InsuranceGrp/ProgramServicesAmt056377
IRS990/InsuranceGrp/TotalAmt056698
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0-30498
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-30498
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt075
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0171280
IRS990/LandBldgEquipBasisNetGrp/BOYAmt048862
IRS990/LandBldgEquipBasisNetGrp/EOYAmt035065
IRS990/LandBldgEquipCostOrOtherBssAmt0206345
IRS990/LegalDomicileStateCd0SC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ORIGIN SC EMPOWERS INDIVIDUALS TO ACHIEVE FINANCIAL AND HOUSING STABILITY THROUGH ADVOCACY, COUNSELING AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05643577
IRS990/NetAssetsOrFundBalancesEOYAmt05861449
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt069630
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt017135
IRS990/OccupancyGrp/ProgramServicesAmt0167130
IRS990/OccupancyGrp/TotalAmt0184265
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012638
IRS990/OfficeExpensesGrp/ProgramServicesAmt026069
IRS990/OfficeExpensesGrp/TotalAmt038707
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt041716304
IRS990/OtherAssetsTotalGrp/EOYAmt041568482
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017436
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0320592
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0338028
IRS990/OtherExpensesGrp/Desc0HOUSING REHABILITATION
IRS990/OtherExpensesGrp/Desc1IN KIND DONATED GOODS
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3TELEPHONE AND INTERNET
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020978
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt145215
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28209
IRS990/OtherExpensesGrp/ProgramServicesAmt0604599
IRS990/OtherExpensesGrp/ProgramServicesAmt148652
IRS990/OtherExpensesGrp/ProgramServicesAmt223997
IRS990/OtherExpensesGrp/ProgramServicesAmt346434
IRS990/OtherExpensesGrp/TotalAmt0604599
IRS990/OtherExpensesGrp/TotalAmt169630
IRS990/OtherExpensesGrp/TotalAmt269212
IRS990/OtherExpensesGrp/TotalAmt354643
IRS990/OtherLiabilitiesGrp/BOYAmt040104804
IRS990/OtherLiabilitiesGrp/EOYAmt039545715
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900001
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1GAIN ON INVESTMENT IN
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt050426
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt113475
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt050426
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt113475
IRS990/OtherRevenueTotalAmt063901
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044268
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01390125
IRS990/OtherSalariesAndWagesGrp/TotalAmt01434393
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01127613
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0980982
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0787401
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0729708
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0430673
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0398319
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt077295
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt055744
IRS990/PrincipalOfficerNm0CAPRICE ATTERBURY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/Desc0CONSERVATOR PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1FINANCIAL LITERACY EDU
IRS990/ProgramServiceRevenueGrp/Desc2BEHAVIORAL HEALTH SERV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01842816
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1744730
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt229074
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01842816
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1744730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt229074
IRS990/ProgSrvcAccomActy2Grp/Desc0HOUSING STABILITY AND FINANCIAL MANAGEMENT SERVICES (FMS) PROTECTS VULNERABLE INDIVIDUALS FROM EXPERIENCING FINANCIAL EXPLOITATION AND LOSS OF MONEY THROUGH FAMILIAL EXPLOITATION. PROGRAM SERVICES ARE PROVIDED FOR THE ELDERLY, MINORITIES, AND INCAPACITATED INDIVIDUALS THROUGH THE CONSERVATOR PROGRAM OR THE REPRESENTATIVE PAYEE PROGRAM. THE REP PAYEE PROGRAM PROVIDES BUDGETING AND FINANCIAL MANAGEMENT SERVICES FOR MORE THAN 1,500 INDIVIDUALS WHO ARE MENTALLY OR PHYSICALLY INCAPABLE OF HANDLING THEIR OWN FINANCIAL AFFAIRS. OUR LEASE ON LIFE AND SUPPORTIVE SERVICES FOR VETERAN FAMILIES PROVIDED ONGOING LEASE SUBSIDIES AND SUPPORTIVE SERVICES FOR 450 VERY LOW INCOME, AT RISK VETERANS AND THEIR FAMILIES. THE CONSERVATOR PROGRAM SERVED OVER 438 CLIENTS WHO ARE APPOINTED BY THE PROBATE COURT OR DEPARTMENT OF VETERAN AFFAIRS WHEN THERE IS NO FAMILY MEMBER OR BONDED ENTITY TO MANAGE THE DISABLED INDIVIDUAL'S FINANCIAL AFFAIRS. BOTH OF THE PROGRAMS MANAGE THE CLIENT'S LIMITED FUNDS, PAY THEIR BILLS, AND ADVOCATE FOR THE INDIVIDUALS TO LIVE AS COMFORTABLY AND INDEPENDENTLY AS POSSIBLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01597010
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0385835
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01842816
IRS990/ProgSrvcAccomActy3Grp/Desc0IN JULY 2016, THE ORGANIZATION BEGAN PARTICIPATING IN THE LET'S INVEST FOR TOMORROW (LIFT) DOWN PAYMENT LOAN/GRANT PROGRAM WITH NEIGHBORWORKS AMERICA. THE ORGANIZATION PERFORMS EDUCATIONAL INFORMATION SESSIONS WITH MORTGAGE LOAN APPLICANTS TO DETERMINE IF THEY MEET THE 80% AREA MEDIAN INCOME AND OTHER QUALIFICATIONS TO RECEIVE A FORGIVABLE NON-AMORTIZING LOAN TO PURCHASE A HOME IN RICHLAND AND LEXINGTON COUNTIES IN SOUTH CAROLINA. FORGIVABLE NONAMORTIZING LOANS RANGE FROM $2,500 TO $7,500 AND ARE FORGIVEN A THIRD EACH YEAR OVER THREE YEARS. THE ORGANIZATION IS PERMITTED TO CHARGE THE GRANT $1,400 PER EACH LOAN CLOSED PLUS $285 IN FEES TO THE BORROWER AT CLOSING. IN 2018,THE LIFT PROGRAM HELPED 8 LOW-TO-MODERATE INCOME HOMEBUYERS PURCHASE A HOME.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt054500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt054500
IRS990/ProgSrvcAccomActyOtherGrp/Desc0FAMILY VIOLENCE INTERVENTION PROGRAM PROVIDES PROGRAMS TO COUNSEL INDIVIDUAL VICTIMS OF PERPETRATORS OF DOMESTIC VIOLENCE. THE GOAL OF THE PROGRAM IS TO PROVIDE COUNSELING SUPPORT TO INDIVIDUALS TO HELP ERADICATE DOMESTIC VIOLENCE AND BUILD STRONG FAMILIES AND PROMOTE SELF-SUFFICIENCY. IN 2018, THE PROGRAM SERVED MORE THAN 402 VICTIMS OF DOMESTIC VIOLENCE WHO PARTICIPATED IN MORE THAN 807 SESSIONS OF COUNSELING AND MORE THAN 142 PERPETRATORS OF DOMESTIC VIOLENCE, WHO PARTICIPATED IN MORE THAN 891 COUNSELING SESSIONS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0200317
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt029074
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04440975
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02957641
IRS990/PYInvestmentIncomeAmt0126174
IRS990/PYOtherExpensesAmt01664865
IRS990/PYOtherRevenueAmt065512
IRS990/PYProgramServiceRevenueAmt02627793
IRS990/PYRevenuesLessExpensesAmt0407831
IRS990/PYSalariesCompEmpBnftPaidAmt02230117
IRS990/PYTotalExpensesAmt06852623
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07260454
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0217872
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0744730
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0402142
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0354652
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01855430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04571037
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03236737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02881092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02725463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015269759
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0-30498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0126174
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt057815
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-5612
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022797
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0170676
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt012223531
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98890
IRS990ScheduleA/PublicSupportPY170Pct00.98390
IRS990ScheduleA/PublicSupportTotal170Amt015269759
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01855430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04571037
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03236737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02881092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02725463
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015269759
IRS990ScheduleA/TotalSupportAmt015440435
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt08108
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0775878
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt061158
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0774157
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-54771
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06706
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0559058
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0126392
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0775878
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt097134
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05416
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0534475
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0559058
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt029999
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05083
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0485820
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt059559
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0534475
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5821
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04631
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0417053
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt051114
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0485820
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt022284
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt043140
IRS990ScheduleD/DonatedServicesUseFcltsAmt043140
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt024796
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0148959
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0173755
IRS990ScheduleD/ExpensesNotReportedAmt043140
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04244441
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt010269
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt022321
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt032590
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt039545715
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1163808
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2774157

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$81.2$72.6$8.60$5.16$4.74$0.43
2023Detailed filing. Detailed filing data is available for this year.$74.9$66.9$8.04$5.49$4.83$0.66
2022Detailed filing. Detailed filing data is available for this year.$67.7$60.5$7.25$4.70$4.27$0.43
2021Detailed filing. Detailed filing data is available for this year.$71.5$64.5$7.03$4.85$4.15$0.70
2020Detailed filing. Detailed filing data is available for this year.$61.1$54.8$6.34$4.84$4.52$0.32
2019Detailed filing. Detailed filing data is available for this year.$57.0$50.9$6.03$4.18$4.02$0.17
2018Detailed filing. Detailed filing data is available for this year.$45.8$40.0$5.86$4.46$4.24$0.22
2017Detailed filing. Detailed filing data is available for this year.$46.3$40.7$5.64$7.26$6.85$0.41
2016Detailed filing. Detailed filing data is available for this year.$44.3$39.0$5.24$5.68$5.48$0.20
2015Detailed filing. Detailed filing data is available for this year.$41.1$36.0$5.04$5.57$5.13$0.44
2014Detailed filing. Detailed filing data is available for this year.$39.2$34.7$4.60$4.67$4.27$0.40
2013Detailed filing. Detailed filing data is available for this year.$40.4$36.2$4.20$4.32$4.00$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.3$34.5$3.87$4.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.9$32.6$3.27$3.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.5$26.6$2.90$4.81