Civic Intelligence

Life Plan Trust Incorporated

990 • Fiscal year 2016 • EIN 58-1928259

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 27, 2017

Organization Profilelifeplantrustnc.org
122 Salem Towne CtApex, NC 27502

(919) 589-0017

Siviq Scores

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

Liabilities / Assets

48th percentile

0.06x

Higher debt load relative to assets than 48% of similar nonprofits.

2016 filings • NTEE E • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.09x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • NTEE E • $500k-$1M nonprofits • Source year 2016

Net Margin

75th percentile

14%

Higher net margin than 75% of similar nonprofits.

2016 filings • NTEE E • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

65th percentile

$50,565

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2016 filings • NTEE E • $500k-$1M nonprofits • Source year 2016

Asset Growth

63rd percentile

7.8%

Faster asset growth than 63% of similar nonprofits.

2016 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

6.9%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$642,659

Up $46,709 (+7.8%) from 2015

Net Assets

Up

$602,837

Up $40,811 (+7.3%) from 2015

Liabilities

Up

$39,822

Up $5,898 (+17%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin75th percentile

Revenue

Up

$468,426

Up $30,390 (+6.9%) from 2015

Expenses

Down

$401,532

Down $77,204 (-16%) from 2015

Net Income

Up

$66,894

Up $107,594 (+264%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $398,597Liabilities 2011: $29,842Net Assets 2011: $368,7552011Assets 2012: $495,301Liabilities 2012: $29,595Net Assets 2012: $465,7062012Assets 2013: $626,317Liabilities 2013: $26,853Net Assets 2013: $599,4642013Assets 2014: $666,978Liabilities 2014: $38,827Net Assets 2014: $628,1512014Assets 2015: $595,950Liabilities 2015: $33,924Net Assets 2015: $562,0262015Assets 2016: $642,659Liabilities 2016: $39,822Net Assets 2016: $602,8372016Assets 2017: $527,077Liabilities 2017: $31,527Net Assets 2017: $495,5502017Assets 2018: $497,459Liabilities 2018: $23,405Net Assets 2018: $474,0542018Assets 2019: $441,266Liabilities 2019: $33,144Net Assets 2019: $408,1222019Assets 2020: $575,778Liabilities 2020: $30,863Net Assets 2020: $544,9152020Assets 2021: $611,516Liabilities 2021: $34,518Net Assets 2021: $576,9982021Assets 2022: $775,360Liabilities 2022: $37,875Net Assets 2022: $737,4852022Assets 2023: $713,388Liabilities 2023: $34,267Net Assets 2023: $679,1212023Assets 2025: $661,273Liabilities 2025: $23,481Net Assets 2025: $637,7922025

Highlighted filing

2016

Assets$642,659
Liabilities$39,822
Net Assets$602,837
Open 2016 Filing

Operations Trend

Revenue Growth56th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $421,701Expenses 2011: $420,001Net Income 2011: $1,7002011Revenue 2012: $522,803Expenses 2012: $423,240Net Income 2012: $99,5632012Revenue 2013: $483,248Expenses 2013: $349,849Net Income 2013: $133,3992013Revenue 2014: $428,333Expenses 2014: $444,143Net Income 2014: -$15,8102014Revenue 2015: $438,036Expenses 2015: $478,736Net Income 2015: -$40,7002015Revenue 2016: $468,426Expenses 2016: $401,532Net Income 2016: $66,8942016Revenue 2017: $257,254Expenses 2017: $377,090Net Income 2017: -$119,8362017Revenue 2018: $326,084Expenses 2018: $347,335Net Income 2018: -$21,2512018Revenue 2019: $242,086Expenses 2019: $313,295Net Income 2019: -$71,2092019Revenue 2020: $482,227Expenses 2020: $330,413Net Income 2020: $151,8142020Revenue 2021: $280,129Expenses 2021: $336,382Net Income 2021: -$56,2532021Revenue 2022: $588,642Expenses 2022: $350,425Net Income 2022: $238,2172022Revenue 2023: $268,318Expenses 2023: $352,213Net Income 2023: -$83,8952023Revenue 2025: $256,683Expenses 2025: $346,911Net Income 2025: -$90,2282025

Highlighted filing

2016

Revenue$468,426
Expenses$401,532
Net Income$66,894
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 27, 2017
Return Version
2015v3.0
Gross Receipts
$704,789
Mission and Program Overview

Mission

To promote and operate a service program to provide financial management and personal advocacy services to families of persons with severe and persistent mental illness and/or developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$542,047$550,111▲ $8,064
Savings and Temporary Cash Investments$23,712$38,159▲ $14,447
Cash and Non-Interest-Bearing Accounts$13,146$25,839▲ $12,693
Land, Buildings, and Equipment, Net$2,453$25,120▲ $22,667
Prepaid Expenses and Deferred Charges$5,602$2,529▼ $3,073
Accounts Receivable$6,890$750▼ $6,140
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$595,950$642,659▲ $46,709
Other Assets Total$2,100$151▼ $1,949
Liabilities
Accounts Payable and Accrued Expenses$33,924$39,822▲ $5,898
Total Liabilities$33,924$39,822▲ $5,898
Net Assets / Fund Balance
Unrestricted Net Assets$553,125$602,837▲ $49,712
Temporarily Rstr Net Assets$8,901--
Total Net Assets Fund Balance$562,026$602,837▲ $40,811
Total Liabilities and Net Assets / Fund Balance$595,950$642,659▲ $46,709

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,120$2,760$27,880
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rhoda DompierExecutive DirectorFT$50,565$50,565

Board Members and Trustees

NameTitle
Jayne TiptonPresident
Brian A VanHookVice President
Art WarnerDirector
Fred WaddleDirector
Suzanne Lewis BrownDirector
Tammy KomDirector
Matthew DressmanFormer Treas
Jeanne LawsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$192,831
Program Service Revenue
$247,692
Investment Income
$27,262
Other Revenue
$641
All Other Contributions
$192,831
Change in Net Assets
$66,894

Audited Revenue Reconciliation

Revenue per Audited Statements
$468,426
Revenue Not Reported on Form 990
$-26,083
Total Revenue per Audited Statements
$442,343
Total Revenue per Form 990
$468,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$310,363
Other Expenses$91,169
Total Fundraising Expense$7,642
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$164,997$14,666$3,667$183,330
Current Officers, Directors, Trustees, and Key Employees$73,440$6,528$1,632$81,600
Travel$24,710$2,196$549$27,455
Other Employee Benefits$20,476$1,820$455$22,751
Payroll Taxes$20,413$1,815$454$22,682
Office Expenses$18,750$1,667$417$20,834
Occupancy$14,202$1,262$316$15,780
Fees for Services Accounting-$12,250-$12,250
Fees for Services Other$5,206--$5,206
Insurance$2,447$218$54$2,719
Depreciation Depletion$189$442-$631
Other Expenses$256$23$6$285
Total Functional Expenses$350,635$43,255$7,642$401,532

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$401,532
Total Expenses per Audited Statements$401,532
Total Expenses per Form 990$401,532
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Treasurer of the Board reviews the 990 before it is filed. After it is signed and filed, it is made available upon request to any Board member.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Upon joining the Board of Directors, potential Directors are provided with a copy of the policy to review, and asked about any conflicts at this point. Self reporting of conflicts is expected by members of the Board of Directors. Upon being made aware of such conflicts, the Board President would require that the Board member resolve the conflict, recuse themselves from any matter which constitutes a conflict, or they may be asked to resign the Board.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Executive DirectorThe Personnel Committee, a rotating committee of four to five Board members including the Board President, meets to review the Executive Director's performance review; recommends any salary adjustment to the Board of Directors at the February meeting, where the full Board discusses and approves any action: any adjustment in compensation is reported to the Executive Director, who puts the new figure into the budget for the upcoming fiscal year: last time, February 2015.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Life Plan Trust Inc
EIN
58-1928259
Phone
9195890017
Address
122 Salem Towne Ct, Apex, NC 27502

Signing Officer

Name
Deb Smith
Title
Treasurer
Signed
2017-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rhoda Dompier
Formed
1990
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
7

Preparer

Firm
Apple Koceja & Associates PA
Address
445 Dolley Madison RdSte202, Greensboro, NC 27410
Preparer
Jonathan L Apple CPA
Phone
3368544277
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code except on net income derived from unrelated business income. The Organization has no qualified unrelated business income. The Organization has evaluated all tax positions to identify any that might be uncertain. No material uncertain tax positions were identified for the year ended June 30, 2016. Accordingly, no provision for income tax has been recorded in the financial statements.”

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IRS990/Desc0Provided financial management and personal advocacy services to families and individuals with severe and persistent mental illness and/or developmental disabilities. Provided continuing legal education to North Carolina attorneys on servicing the legal needs and future financial needs of families and individuals with severe and persistent mental illness and/or developmental disabilities.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-26083
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IRS990/OccupancyGrp/FundraisingAmt0316
IRS990/OccupancyGrp/ManagementAndGeneralAmt01262
IRS990/OccupancyGrp/ProgramServicesAmt014202
IRS990/OccupancyGrp/TotalAmt015780
IRS990/OfficeExpensesGrp/FundraisingAmt0417
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01667
IRS990/OfficeExpensesGrp/ProgramServicesAmt018750
IRS990/OfficeExpensesGrp/TotalAmt020834
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt02100
IRS990/OtherAssetsTotalGrp/EOYAmt0151
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0455
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01820
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020476
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022751
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/Desc1Beneficiary charitable expense
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt092
IRS990/OtherExpensesGrp/FundraisingAmt16
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0368
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt123
IRS990/OtherExpensesGrp/ProgramServicesAmt04142
IRS990/OtherExpensesGrp/ProgramServicesAmt11407
IRS990/OtherExpensesGrp/ProgramServicesAmt2256
IRS990/OtherExpensesGrp/TotalAmt04602
IRS990/OtherExpensesGrp/TotalAmt11407
IRS990/OtherExpensesGrp/TotalAmt2285
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0641
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0641
IRS990/OtherRevenueTotalAmt0641
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03667
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014666
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0164997
IRS990/OtherSalariesAndWagesGrp/TotalAmt0183330
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0454
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01815
IRS990/PayrollTaxesGrp/ProgramServicesAmt020413
IRS990/PayrollTaxesGrp/TotalAmt022682
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05602
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02529
IRS990/PrincipalOfficerNm0Rhoda Dompier
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/BusinessCd1525920
IRS990/ProgramServiceRevenueGrp/Desc0Enrollment fees
IRS990/ProgramServiceRevenueGrp/Desc1Service fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt039502
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1208190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt039502
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1208190
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0139945
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt025909
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0136687
IRS990/PYOtherRevenueAmt01999
IRS990/PYProgramServiceRevenueAmt0270183
IRS990/PYRevenuesLessExpensesAmt0-40700
IRS990/PYSalariesCompEmpBnftPaidAmt0342049
IRS990/PYTotalExpensesAmt0478736
IRS990/PYTotalRevenueAmt0438036
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt066894
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0262385
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt023712
IRS990/SavingsAndTempCashInvstGrp/EOYAmt038159
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0192831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0139945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0167034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0196024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0255075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0950909
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016861
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011429
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011032
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt068330
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01271761
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0641
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01999
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02058
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01337
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02721
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08756
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92500
IRS990ScheduleA/PublicSupportPY170Pct00.92450
IRS990ScheduleA/PublicSupportTotal170Amt0950909
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0192831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0139945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0167034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0196024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0255075
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0950909
IRS990ScheduleA/TotalSupportAmt01027995
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt025120
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02760
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027880
IRS990ScheduleD/ExpensesSubtotalAmt0401532
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-26083
IRS990ScheduleD/RevenueNotReportedAmt0-26083
IRS990ScheduleD/RevenueSubtotalAmt0468426
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code except on net income derived from unrelated business income. The Organization has no qualified unrelated business income. The Organization has evaluated all tax positions to identify any that might be uncertain. No material uncertain tax positions were identified for the year ended June 30, 2016. Accordingly, no provision for income tax has been recorded in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt025120
IRS990ScheduleD/TotalExpensesPerForm990Amt0401532
IRS990ScheduleD/TotalRevenuePerForm990Amt0468426
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0442343
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0401532
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Treasurer of the Board reviews the 990 before it is filed. After it is signed and filed, it is made available upon request to any Board member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon joining the Board of Directors, potential Directors are provided with a copy of the policy to review, and asked about any conflicts at this point. Self reporting of conflicts is expected by members of the Board of Directors. Upon being made aware of such conflicts, the Board President would require that the Board member resolve the conflict, recuse themselves from any matter which constitutes a conflict, or they may be asked to resign the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Executive DirectorThe Personnel Committee, a rotating committee of four to five Board members including the Board President, meets to review the Executive Director's performance review; recommends any salary adjustment to the Board of Directors at the February meeting, where the full Board discusses and approves any action: any adjustment in compensation is reported to the Executive Director, who puts the new figure into the budget for the upcoming fiscal year: last time, February 2015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$642,659
Liabilities
$39,822
Net assets
$602,837
Revenue
$468,426
Expenses
$401,532
Net income
$66,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$0.23$6.38$2.57$3.47$0.90
2023Summary only. Only limited summary data is available for this year.$7.13$0.34$6.79$2.68$3.52$0.84
2022Summary only. Only limited summary data is available for this year.$7.75$0.38$7.37$5.89$3.50$2.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.35$5.77$2.80$3.36$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.31$5.45$4.82$3.30$1.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.33$4.08$2.42$3.13$0.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.23$4.74$3.26$3.47$0.21
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.32$4.96$2.57$3.77$1.20
2016Detailed filing. Detailed filing data is available for this year.$6.43$0.40$6.03$4.68$4.02$0.67
2015Detailed filing. Detailed filing data is available for this year.$5.96$0.34$5.62$4.38$4.79$0.41
2014Summary only. Only limited summary data is available for this year.$6.67$0.39$6.28$4.28$4.44$0.16
2013Summary only. Only limited summary data is available for this year.$6.26$0.27$5.99$4.83$3.50$1.33
2012Summary only. Only limited summary data is available for this year.$4.95$0.30$4.66$5.23$4.23$1.00
2011Summary only. Only limited summary data is available for this year.$3.99$0.30$3.69$4.22$4.20$0.02