Civic Intelligence

Life Plan Trust Incorporated

990 • Fiscal year 2019 • EIN 58-1928259

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

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

70th percentile

0.08x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • NTEE E • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.14x

Higher debt load relative to revenue than 79% of similar nonprofits.

2019 filings • NTEE E • <$500k nonprofits • Source year 2019

Net Margin

16th percentile

-29%

Higher net margin than 16% of similar nonprofits.

2019 filings • NTEE E • <$500k nonprofits • Source year 2019

Top Officer Pay

91st percentile

$68,200

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 28.2% of source-year revenue.

2019 filings • NTEE E • <$500k nonprofits • Source year 2019

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2019 filings • NTEE E • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-26%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • NTEE E • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$441,266

Down $56,193 (-11%) from 2018

Net Assets

Down

$408,122

Down $65,932 (-14%) from 2018

Liabilities

Up

$33,144

Up $9,739 (+42%) from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin16th percentile

Revenue

Down

$242,086

Down $83,998 (-26%) from 2018

Expenses

Down

$313,295

Down $34,040 (-9.8%) from 2018

Net Income

Down

-$71,209

Down $49,958 (-235%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2019

Assets$441,266
Liabilities$33,144
Net Assets$408,122
Open 2019 Filing

Operations Trend

Revenue Growth22nd 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

2019

Revenue$242,086
Expenses$313,295
Net Income-$71,209
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 30, 2020
Return Version
2018v3.1
Gross Receipts
$334,060
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$451,489$403,451▼ $48,038
Cash and Non-Interest-Bearing Accounts$15,515$21,010▲ $5,495
Land, Buildings, and Equipment, Net$14,638$9,551▼ $5,087
Accounts Receivable$2,310$2,693▲ $383
Prepaid Expenses and Deferred Charges$2,550$2,299▼ $251
Savings and Temporary Cash Investments$10,425$1,762▼ $8,663
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$497,459$441,266▼ $56,193
Other Assets Total$532$500▼ $32
Liabilities
Accounts Payable and Accrued Expenses$23,405$33,144▲ $9,739
Total Liabilities$23,405$33,144▲ $9,739
Net Assets / Fund Balance
Unrestricted Net Assets$474,054$408,122▼ $65,932
Total Net Assets Fund Balance$474,054$408,122▼ $65,932
Total Liabilities and Net Assets / Fund Balance$497,459$441,266▼ $56,193

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,551$16,314$25,865
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janita MoodyExecutive DirectorFT$59,460$8,740$68,200

Board Members and Trustees

NameTitle
Jayne TiptonPresident
Brian A VanHookVice President
Gail TillSecretary
Deb SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,283
Program Service Revenue
$214,855
Investment Income
$14,687
Other Revenue
$261
All Other Contributions
$12,283
Change in Net Assets
$-71,209

Audited Revenue Reconciliation

Revenue per Audited Statements
$242,086
Revenue Not Reported on Form 990
$5,277
Total Revenue per Audited Statements
$247,363
Total Revenue per Form 990
$242,086
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$235,642
Other Expenses$77,653
Total Fundraising Expense$2,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$108,132$10,813$1,201$120,146
Current Officers, Directors, Trustees, and Key Employees$73,342$7,334$815$81,491
Travel$18,782$1,878$209$20,869
Office Expenses$18,426$1,842$205$20,473
Other Employee Benefits$17,104$1,711$190$19,005
Payroll Taxes$13,500$1,350$150$15,000
Fees for Services Accounting-$12,750-$12,750
Occupancy$5,847$585$65$6,497
Depreciation Depletion$4,577$509-$5,086
Insurance$2,970$297$33$3,300
Other Expenses$1,178$428$48$1,178
Fees for Services Other$1,042--$1,042
Total Functional Expenses$270,882$39,497$2,916$313,295

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$313,295
Total Expenses per Audited Statements$313,295
Total Expenses per Form 990$313,295
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
No
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 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. This process was last undertaken in 2019.”

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
2020-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janita Moody
Formed
1990
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
6

Preparer

Firm
APPLE KOCEJA & ASSOCIATES CPAs PA
Address
2723 Horse Pen Creek Rd Ste 105, Greensboro, NC 27410
Preparer
Vicki L Kendrick CPA
Phone
3368348696
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, 2019. 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/OtherSalariesAndWagesGrp/ProgramServicesAmt0108132
IRS990/OtherSalariesAndWagesGrp/TotalAmt0120146
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PayrollTaxesGrp/FundraisingAmt0150
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01350
IRS990/PayrollTaxesGrp/ProgramServicesAmt013500
IRS990/PayrollTaxesGrp/TotalAmt015000
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02550
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02299
IRS990/PrincipalOfficerNm0Janita Moody
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/BusinessCd1525920
IRS990/ProgramServiceRevenueGrp/Desc0Enrollment fees
IRS990/ProgramServiceRevenueGrp/Desc1Service fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt034434
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1180421
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt034434
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1180421
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt083359
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt017412
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt080751
IRS990/PYOtherRevenueAmt0290
IRS990/PYProgramServiceRevenueAmt0225023
IRS990/PYRevenuesLessExpensesAmt0-21251
IRS990/PYSalariesCompEmpBnftPaidAmt0266584
IRS990/PYTotalExpensesAmt0347335
IRS990/PYTotalRevenueAmt0326084
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-71209
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0214855
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010425
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt083359
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0192831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0139945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0435562
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013713
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016861
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt068704
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01184745
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0261
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0290
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0436
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0641
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01999
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03627
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85760
IRS990ScheduleA/PublicSupportPY170Pct00.89060
IRS990ScheduleA/PublicSupportTotal170Amt0435562
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt083359
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0192831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0139945
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0435562
IRS990ScheduleA/TotalSupportAmt0507893
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt09551
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016314
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025865
IRS990ScheduleD/ExpensesSubtotalAmt0313295
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05277
IRS990ScheduleD/RevenueNotReportedAmt05277
IRS990ScheduleD/RevenueSubtotalAmt0242086
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, 2019. Accordingly, no provision for income tax has been recorded in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09551
IRS990ScheduleD/TotalExpensesPerForm990Amt0313295
IRS990ScheduleD/TotalRevenuePerForm990Amt0242086
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0247363
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0313295
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 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. This process was last undertaken in 2019.
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
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0497459
IRS990/TotalAssetsEOYAmt0441266
IRS990/TotalAssetsGrp/BOYAmt0497459
IRS990/TotalAssetsGrp/EOYAmt0441266
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt012283
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02916
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039497
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0270882
IRS990/TotalFunctionalExpensesGrp/TotalAmt0313295
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023405
IRS990/TotalLiabilitiesEOYAmt033144
IRS990/TotalLiabilitiesGrp/BOYAmt023405
IRS990/TotalLiabilitiesGrp/EOYAmt033144
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0474054
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0408122
IRS990/TotalOtherCompensationAmt08740
IRS990/TotalProgramServiceExpensesAmt0270882
IRS990/TotalProgramServiceRevenueAmt0214855
IRS990/TotalReportableCompFromOrgAmt059460
IRS990/TotalRevenueGrp/ExclusionAmt014687
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0215116
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0242086

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$441,266
Liabilities
$33,144
Net assets
$408,122
Revenue
$242,086
Expenses
$313,295
Net income
-$71,209
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
2019Detailed filing. Detailed filing data is available for this year.$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
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