Civic Intelligence

Life Plan Trust Incorporated

990 • Fiscal year 2018 • EIN 58-1928259

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 07, 2019

Organization Profilelifeplantrustnc.org
800 W Williams Street SteApex, NC 27502

(919) 589-0017

Siviq Scores

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

Liabilities / Assets

66th percentile

0.05x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • NTEE E • <$500k nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.07x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • NTEE E • <$500k nonprofits • Source year 2018

Net Margin

32nd percentile

-6.5%

Higher net margin than 32% of similar nonprofits.

2018 filings • NTEE E • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$93,651

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 28.7% of source-year revenue.

2018 filings • NTEE E • <$500k nonprofits • Source year 2018

Asset Growth

34th percentile

-5.6%

Faster asset growth than 34% of similar nonprofits.

2018 filings • NTEE E • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • NTEE E • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$497,459

Down $29,618 (-5.6%) from 2017

Net Assets

Down

$474,054

Down $21,496 (-4.3%) from 2017

Liabilities

Down

$23,405

Down $8,122 (-26%) from 2017

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin32nd percentile

Revenue

Up

$326,084

Up $68,830 (+27%) from 2017

Expenses

Down

$347,335

Down $29,755 (-7.9%) from 2017

Net Income

Up

-$21,251

Up $98,585 (+82%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2018

Assets$497,459
Liabilities$23,405
Net Assets$474,054
Open 2018 Filing

Operations Trend

Revenue Growth77th 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

2018

Revenue$326,084
Expenses$347,335
Net Income-$21,251
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 7, 2019
Return Version
2017v2.2
Gross Receipts
$451,594
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$487,326$451,489▼ $35,837
Cash and Non-Interest-Bearing Accounts$11,008$15,515▲ $4,507
Land, Buildings, and Equipment, Net$19,830$14,638▼ $5,192
Savings and Temporary Cash Investments$4,340$10,425▲ $6,085
Prepaid Expenses and Deferred Charges$3,619$2,550▼ $1,069
Accounts Receivable$350$2,310▲ $1,960
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$527,077$497,459▼ $29,618
Other Assets Total$604$532▼ $72
Liabilities
Accounts Payable and Accrued Expenses$31,527$23,405▼ $8,122
Total Liabilities$31,527$23,405▼ $8,122
Net Assets / Fund Balance
Unrestricted Net Assets$495,550$474,054▼ $21,496
Total Net Assets Fund Balance$495,550$474,054▼ $21,496
Total Liabilities and Net Assets / Fund Balance$527,077$497,459▼ $29,618

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,638$13,242$27,880
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rhoda DompierExecutive DirectorFT$84,411$9,240$93,651

Board Members and Trustees

NameTitle
Jayne TiptonPresident
Brian A VanHookVice President
Art WarnerDirector
Jeanne LawsonDirector
Janita MoodyExecutive Director
Gail TillSecretary
Deb SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$83,359
Program Service Revenue
$225,023
Investment Income
$17,412
Other Revenue
$290
All Other Contributions
$83,359
Change in Net Assets
$-21,251

Audited Revenue Reconciliation

Revenue per Audited Statements
$326,084
Revenue Not Reported on Form 990
$-245
Total Revenue per Audited Statements
$325,839
Total Revenue per Form 990
$326,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$266,584
Other Expenses$80,751
Total Fundraising Expense$3,261
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$122,706$12,271$1,363$136,340
Current Officers, Directors, Trustees, and Key Employees$85,029$8,502$946$94,477
Office Expenses$21,840$2,185$242$24,267
Travel$17,591$1,759$195$19,545
Other Employee Benefits$16,859$1,686$187$18,732
Payroll Taxes$15,332$1,533$170$17,035
Fees for Services Accounting-$12,710-$12,710
Occupancy$7,774$777$86$8,637
Depreciation Depletion$4,674$519-$5,193
Insurance$4,042$404$45$4,491
Fees for Services Other$2,042--$2,042
Other Expenses$1,155$244$27$1,155
Total Functional Expenses$301,484$42,590$3,261$347,335

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$347,335
Total Expenses per Audited Statements$347,335
Total Expenses per Form 990$347,335
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 2016.”

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
800 W Williams Street Ste, Apex, NC 27502

Signing Officer

Name
Jayne Tipton
Title
President
Signed
2019-01-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janita Moody
Formed
1990
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
5

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, 2018. 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/OfficeExpensesGrp/ManagementAndGeneralAmt02185
IRS990/OfficeExpensesGrp/ProgramServicesAmt021840
IRS990/OfficeExpensesGrp/TotalAmt024267
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0604
IRS990/OtherAssetsTotalGrp/EOYAmt0532
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0187
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01686
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016859
IRS990/OtherEmployeeBenefitsGrp/TotalAmt018732
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/Desc1Beneficiary charitable expense
IRS990/OtherExpensesGrp/FundraisingAmt027
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0244
IRS990/OtherExpensesGrp/ProgramServicesAmt02440
IRS990/OtherExpensesGrp/ProgramServicesAmt11155
IRS990/OtherExpensesGrp/TotalAmt02711
IRS990/OtherExpensesGrp/TotalAmt11155
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0290
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0290
IRS990/OtherRevenueTotalAmt0290
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01363
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012271
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0122706
IRS990/OtherSalariesAndWagesGrp/TotalAmt0136340
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0170
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01533
IRS990/PayrollTaxesGrp/ProgramServicesAmt015332
IRS990/PayrollTaxesGrp/TotalAmt017035
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03619
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02550
IRS990/PrincipalOfficerNm0Janita Moody
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/BusinessCd1525920
IRS990/ProgramServiceRevenueGrp/Desc0Enrollment fees
IRS990/ProgramServiceRevenueGrp/Desc1Service fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt031188
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1193835
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt031188
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1193835
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07144
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt022682
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt095053
IRS990/PYOtherRevenueAmt0436
IRS990/PYProgramServiceRevenueAmt0226992
IRS990/PYRevenuesLessExpensesAmt0-119836
IRS990/PYSalariesCompEmpBnftPaidAmt0282037
IRS990/PYTotalExpensesAmt0377090
IRS990/PYTotalRevenueAmt0257254
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-21251
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0225023
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04340
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt083359
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0192831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0139945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0167034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0590313
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013713
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016861
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011429
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt067087
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01206973
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0290
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0436
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0641
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01999
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02058
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05424
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89060
IRS990ScheduleA/PublicSupportPY170Pct00.90070
IRS990ScheduleA/PublicSupportTotal170Amt0590313
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt083359
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0192831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0139945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0167034
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0590313
IRS990ScheduleA/TotalSupportAmt0662824
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt014638
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013242
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027880
IRS990ScheduleD/ExpensesSubtotalAmt0347335
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-245
IRS990ScheduleD/RevenueNotReportedAmt0-245
IRS990ScheduleD/RevenueSubtotalAmt0326084
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, 2018. Accordingly, no provision for income tax has been recorded in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014638
IRS990ScheduleD/TotalExpensesPerForm990Amt0347335
IRS990ScheduleD/TotalRevenuePerForm990Amt0326084
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0325839
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0347335
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 2016.
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
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0527077
IRS990/TotalAssetsEOYAmt0497459
IRS990/TotalAssetsGrp/BOYAmt0527077
IRS990/TotalAssetsGrp/EOYAmt0497459
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt083359

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$497,459
Liabilities
$23,405
Net assets
$474,054
Revenue
$326,084
Expenses
$347,335
Net income
-$21,251
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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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