Civic Intelligence

Life Plan Trust Inc

EIN 58-1928259 • 501(c)3 • Apex, NC

Profile

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.

800 W Williams Street Ste 231-IApex, NC 27502

lifeplantrustnc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

52nd percentile

0.04x

Higher debt load relative to assets than 52% of similar nonprofits.

NTEE E • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.09x

Higher debt load relative to revenue than 62% of similar nonprofits.

NTEE E • $500k-$1M nonprofits • Source year 2025

Net Margin

9th percentile

-35%

Higher net margin than 9% of similar nonprofits.

NTEE E • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$111,896

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 43.6% of source-year revenue.

NTEE E • $500k-$1M nonprofits • Source year 2025

Asset Growth

24th percentile

-7.1%

Faster asset growth than 24% of similar nonprofits.

NTEE E • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-10%

Faster revenue growth than 24% of similar nonprofits.

NTEE E • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$661,273

Down $52,115 (-7.3%) from 2023

Liabilities

Down

$23,481

Down $10,786 (-31%) from 2023

Net Assets

Down

$637,792

Down $41,329 (-6.1%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin9th percentile

Revenue

Down

$256,683

Down $11,635 (-4.3%) from 2023

Expenses

Down

$346,911

Down $5,302 (-1.5%) from 2023

Net Income

Down

-$90,228

Down $6,333 (-7.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$661,273
Liabilities$23,481
Net Assets$637,792
Open 2025 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$256,683
Expenses$346,911
Net Income-$90,228
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$661,273
Liabilities
$23,481
Net assets
$637,792
Revenue
$256,683
Expenses
$346,911
Net income
-$90,228
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
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.2
Gross Receipts
$366,180
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$583,014$574,246▼ $8,768
Cash and Non-Interest-Bearing Accounts$58,202$75,546▲ $17,344
Land, Buildings, and Equipment, Net$6,116$4,373▼ $1,743
Savings and Temporary Cash Investments$4,066$2,903▼ $1,163
Prepaid Expenses and Deferred Charges$3,937$1,830▼ $2,107
Accounts Receivable$55,550$1,375▼ $54,175
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$711,885$661,273▼ $50,612
Other Assets Total$1,000$1,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$39,048$23,481▼ $15,567
Total Liabilities$39,048$23,481▼ $15,567
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$672,837$637,792▼ $35,045
Total Net Assets Fund Balance$672,837$637,792▼ $35,045
Total Liabilities and Net Assets / Fund Balance$711,885$661,273▼ $50,612

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,373$25,659$30,032
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janita MoodyExecutive DirectorFT$93,478$18,418$111,896

Board Members and Trustees

NameTitle
Jayne TiptonPresident
Dionne GreenBoard Member
Dominique JonesBoard Member
Eddie CoxBoard Member
Leslee SharpeBoard Member
Velma GayeBoard Member
Gail TillSecretary
Deb SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,095
Program Service Revenue
$161,402
Investment Income
$16,051
Other Revenue
$135
All Other Contributions
$79,095
Change in Net Assets
$-90,228

Audited Revenue Reconciliation

Revenue per Audited Statements
$256,683
Revenue Not Reported on Form 990
$55,183
Total Revenue per Audited Statements
$311,866
Total Revenue per Form 990
$256,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$271,487
Other Expenses$75,424
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$119,882$12,489-$132,371
Current Officers, Directors, Trustees, and Key Employees$105,725$11,013-$116,738
Payroll Taxes$17,318$1,804-$19,122
Office Expenses$15,651$1,631-$17,282
Occupancy$14,058$1,465-$15,523
Fees for Services Accounting$200$14,700-$14,900
Travel$12,951$1,349-$14,300
Insurance$3,715$387-$4,102
Other Employee Benefits$2,949$307-$3,256
Depreciation Depletion$1,579$164-$1,743
Fees for Services Other$1,163--$1,163
Other Expenses$889$99-$889
Total Functional Expenses$301,081$45,830$0$346,911

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$346,911
Total Expenses per Audited Statements$346,911
Total Expenses per Form 990$346,911
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 35% controlled entity
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, Section B, Line 11B

“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, Section B, Line 12C

“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, Section B, Line 15A

“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 January 2024.”

Form 990, Part VI, Section C, Line 19

“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 231-I, Apex, NC 27502

Signing Officer

Name
Deb Smith
Title
Treasurer
Signed
2026-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janita Moody
Formed
1990
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
8

Preparer

Firm
Apple Koceja & Associates CPAS PA
Address
445 Dolley Madison Road Ste 202, Greensboro, NC 27410
Preparer
Vicki L Kendrick 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 activities. For the year ended June 30, 2025, the organization has determined that no income taxes are due for its activities. Accordingly, no provision for income tax has been recorded in the financial statements.”

Raw XML AppendixShowing 400 of 460 raw XML fields

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

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IRS990/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/Form990PartVIISectionAGrp/TitleTxt4Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
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IRS990/InsuranceGrp/TotalAmt04102
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt014958
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014958
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0583014
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0574246
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025659
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06116
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04373
IRS990/LandBldgEquipCostOrOtherBssAmt030032
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0109497
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0672837
IRS990/NetAssetsOrFundBalancesEOYAmt0637792
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01093
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01093
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt055183
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0672837
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0637792
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01465
IRS990/OccupancyGrp/ProgramServicesAmt014058
IRS990/OccupancyGrp/TotalAmt015523
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01631
IRS990/OfficeExpensesGrp/ProgramServicesAmt015651
IRS990/OfficeExpensesGrp/TotalAmt017282
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01000
IRS990/OtherAssetsTotalGrp/EOYAmt01000
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0307
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02949
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03256
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/Desc1Dues
IRS990/OtherExpensesGrp/Desc2Beneficiary charitable expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0422
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt199
IRS990/OtherExpensesGrp/ProgramServicesAmt04050
IRS990/OtherExpensesGrp/ProgramServicesAmt1951
IRS990/OtherExpensesGrp/ProgramServicesAmt2889
IRS990/OtherExpensesGrp/TotalAmt04472
IRS990/OtherExpensesGrp/TotalAmt11050
IRS990/OtherExpensesGrp/TotalAmt2889
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0135
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0135
IRS990/OtherRevenueTotalAmt0135
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012489
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0119882
IRS990/OtherSalariesAndWagesGrp/TotalAmt0132371
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01804
IRS990/PayrollTaxesGrp/ProgramServicesAmt017318
IRS990/PayrollTaxesGrp/TotalAmt019122
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03937
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01830
IRS990/PrincipalOfficerNm0Janita Moody
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/BusinessCd1525920
IRS990/ProgramServiceRevenueGrp/Desc0Enrollment fees
IRS990/ProgramServiceRevenueGrp/Desc1Service fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019425
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1141977
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019425
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1141977
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0110864
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt017896
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt070085
IRS990/PYOtherRevenueAmt024
IRS990/PYProgramServiceRevenueAmt0157882
IRS990/PYRevenuesLessExpensesAmt0-42232
IRS990/PYSalariesCompEmpBnftPaidAmt0258813
IRS990/PYTotalExpensesAmt0328898
IRS990/PYTotalRevenueAmt0286666
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-90228
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0161402
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04066
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt079095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0110864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt092840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0395206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt077504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0755509
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014958
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013563
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015258
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013873
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012146
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt069798
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0876766
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0135
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt031
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0319
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0509
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87430
IRS990ScheduleA/PublicSupportPY170Pct00.90530
IRS990ScheduleA/PublicSupportTotal170Amt0722025
IRS990ScheduleA/SubstantialContributorsTotAmt033484
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt079095
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0110864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt092840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0395206
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt077504
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0755509
IRS990ScheduleA/TotalSupportAmt0825816
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt04373
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025659
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030032
IRS990ScheduleD/ExpensesSubtotalAmt0346911
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt055183
IRS990ScheduleD/RevenueNotReportedAmt055183
IRS990ScheduleD/RevenueSubtotalAmt0256683
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 activities. For the year ended June 30, 2025, the organization has determined that no income taxes are due for its activities. Accordingly, no provision for income tax has been recorded in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04373
IRS990ScheduleD/TotalExpensesPerForm990Amt0346911
IRS990ScheduleD/TotalRevenuePerForm990Amt0256683
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0311866
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0346911
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 January 2024.
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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0711885
IRS990/TotalAssetsEOYAmt0661273
IRS990/TotalAssetsGrp/BOYAmt0711885
IRS990/TotalAssetsGrp/EOYAmt0661273
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt079095
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045830
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0301081

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