Civic Intelligence

Oak Hall Private School Inc

990 • Fiscal year 2019 • EIN 59-1289155

Jul 01, 2018 to Jun 30, 2019 • Filed on May 14, 2020

Organization ProfileWWW.OAKHALL.ORG

View Organization Page

1700 SW 75th StreetGainesville, FL 32607-3426

(352) 332-3609

Siviq Scores

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

Liabilities / Assets

79th percentile

0.64x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

1.30x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

54th percentile

4.3%

Higher net margin than 54% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

69th percentile

$336,663

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

38th percentile

1.4%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

0.2%

Faster revenue growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$28,750,685

Up $389,581 (+1.4%) from 2018

Net Assets

Up

$10,325,776

Up $632,947 (+6.5%) from 2018

Liabilities

Down

$18,424,909

Down $243,366 (-1.3%) from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin54th percentile

Revenue

Up

$14,179,009

Up $27,345 (+0.2%) from 2018

Expenses

Up

$13,576,331

Up $774,015 (+6.0%) from 2018

Net Income

Down

$602,678

Down $746,670 (-55%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$40M$30M$20M$10M$0Assets 2010: $14,077,373Liabilities 2010: $7,599,177Net Assets 2010: $6,478,1962010Assets 2011: $14,291,788Liabilities 2011: $7,088,149Net Assets 2011: $7,203,6392011Assets 2012: $14,927,512Liabilities 2012: $6,858,226Net Assets 2012: $8,069,2862012Assets 2013: $17,353,893Liabilities 2013: $8,543,662Net Assets 2013: $8,810,2312013Assets 2014: $17,918,341Liabilities 2014: $8,629,361Net Assets 2014: $9,288,9802014Assets 2015: $19,788,715Liabilities 2015: $10,730,259Net Assets 2015: $9,058,4562015Assets 2016: $24,664,965Liabilities 2016: $15,003,192Net Assets 2016: $9,661,7732016Assets 2017: $26,416,806Liabilities 2017: $18,100,943Net Assets 2017: $8,315,8632017Assets 2018: $28,361,104Liabilities 2018: $18,668,275Net Assets 2018: $9,692,8292018Assets 2019: $28,750,685Liabilities 2019: $18,424,909Net Assets 2019: $10,325,7762019Assets 2020: $28,992,176Liabilities 2020: $18,313,228Net Assets 2020: $10,678,9482020Assets 2021: $28,822,361Liabilities 2021: $16,443,586Net Assets 2021: $12,378,7752021Assets 2022: $33,491,766Liabilities 2022: $17,345,224Net Assets 2022: $16,146,5422022Assets 2023: $36,309,434Liabilities 2023: $19,230,686Net Assets 2023: $17,078,7482023Assets 2024: $37,558,916Liabilities 2024: $18,942,068Net Assets 2024: $18,616,8482024

Highlighted filing

2019

Assets$28,750,685
Liabilities$18,424,909
Net Assets$10,325,776
Open 2019 Filing

Operations Trend

Revenue Growth37th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,272,7042010Expenses 2011: $9,591,3782011Expenses 2012: $9,991,9792012Expenses 2013: $10,704,4952013Revenue 2014: $11,600,570Expenses 2014: $11,205,107Net Income 2014: $395,4632014Revenue 2015: $11,633,726Expenses 2015: $11,871,334Net Income 2015: -$237,6082015Revenue 2016: $13,002,896Expenses 2016: $12,345,604Net Income 2016: $657,2922016Revenue 2017: $13,886,243Expenses 2017: $12,637,435Net Income 2017: $1,248,8082017Revenue 2018: $14,151,664Expenses 2018: $12,802,316Net Income 2018: $1,349,3482018Revenue 2019: $14,179,009Expenses 2019: $13,576,331Net Income 2019: $602,6782019Revenue 2020: $14,809,441Expenses 2020: $14,463,534Net Income 2020: $345,9072020Revenue 2021: $15,634,041Expenses 2021: $14,051,714Net Income 2021: $1,582,3272021Revenue 2022: $19,136,033Expenses 2022: $15,130,828Net Income 2022: $4,005,2052022Revenue 2023: $17,239,332Expenses 2023: $16,354,418Net Income 2023: $884,9142023Revenue 2024: $19,716,378Expenses 2024: $18,211,091Net Income 2024: $1,505,2872024

Highlighted filing

2019

Revenue$14,179,009
Expenses$13,576,331
Net Income$602,678
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 14, 2020
Return Version
2018v3.1
Gross Receipts
$16,973,979
Mission and Program Overview

Mission

Preparing students for ethical leadership in a diverse and global society.

The organization's mission is to prepare students for ethical leadership in a global society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,073,879$12,698,787▲ $624,908
Savings and Temporary Cash Investments$8,377,907$7,530,587▼ $847,320
Accounts Receivable$6,485,080$6,139,763▼ $345,317
Investments in Publicly Traded Securities$585,654$1,873,624▲ $1,287,970
Pledges and Grants Receivable$445,460$268,825▼ $176,635
Prepaid Expenses and Deferred Charges$173,414$138,942▼ $34,472
Cash and Non-Interest-Bearing Accounts$837$1,037▲ $200
Total Assets$28,361,104$28,750,685▲ $389,581
Other Assets Total$218,873$99,120▼ $119,753
Liabilities
Deferred Revenue$10,509,059$11,019,170▲ $510,111
Tax Exempt Bond Liabilities$3,442,874$3,249,201▼ $193,673
Unsecured Notes Loans Payable$3,599,548$2,949,582▼ $649,966
Accounts Payable and Accrued Expenses$1,103,501$1,122,620▲ $19,119
Other Liabilities$13,293$84,336▲ $71,043
Total Liabilities$18,668,275$18,424,909▼ $243,366
Net Assets / Fund Balance
Unrestricted Net Assets$8,708,530$9,550,817▲ $842,287
Temporarily Rstr Net Assets$835,199$625,359▼ $209,840
Permanently Rstr Net Assets$149,100$149,600▲ $500
Total Net Assets Fund Balance$9,692,829$10,325,776▲ $632,947
Total Liabilities and Net Assets / Fund Balance$28,361,104$28,750,685▲ $389,581

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,024,577$7,557,664$16,582,241
Leasehold Improvements$2,937,033$863,172$3,800,205
Equipment$221,450$999,505$1,220,955
Other Land Buildings$70,549$576,913$647,462
Land$445,178-$445,178

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$585,654$500▲ $38,782-$624,936
2017$543,938$500▲ $41,216-$585,654
2016$492,760$70▲ $51,108-$543,938
2015$494,014$2,090▲ $4,156-$492,760
2014$483,011-▲ $15,003-$494,014
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James HutchinsHead of SchoolFT$286,278$50,385$336,663
Kathryn SheffeyDirector of Lower SchoolFT$120,454$8,348$128,802
Jeff MalloyDirector of AthleticsFT$117,037$8,381$125,418
William JacksonDirector of Upper SchoolFT$108,317$13,901$122,218
Julie PinnixChief Financial OfficerFT$16,685$1,877$18,562

Board Members and Trustees

NameTitle
Kirsten RowePresident
Kirk KleinVice President
Charles LaneDirector
Denise RosenbergDirector
Domenic ScorpioDirector
Evie CummingsDirector
Freddie WehbeDirector
Kathy SarantosDirector
Larry GleimDirector
Michael MoserDirector
Randy JenkinsDirector
Sonya Salkin Until 32019Director
Svein DyrkolbotnDirector
Tim Broom Until 52019Director
Karin MontiniSecretary
Jennifer HuntTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Watson Construction Company LLCContracting Services940 NW 247TH DRIVE, Newberry, FL 32669$121,946
Revenue and Support

Revenue Composition

Contributions and Grants
$695,332
Program Service Revenue
$13,098,236
Investment Income
$64,269
Other Revenue
$321,172
All Other Contributions
$695,332
Change in Net Assets
$602,678

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,730,289
Revenue Not Reported on Financial Statements
$1,448,720
Revenue Not Reported on Form 990
$30,269
Other Revenue Adjustments
$1,448,720
Total Revenue per Audited Statements
$12,760,558
Total Revenue per Form 990
$14,179,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,524,853
Other Expenses$3,553,954
Grants and Similar Amounts Paid$1,497,524
Total Fundraising Expense$27,096
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,553,195$2,072,517-$6,625,712
Grants to Domestic Individuals$1,497,524--$1,497,524
Occupancy-$820,260-$820,260
Depreciation Depletion-$777,921-$777,921
Other Employee Benefits$440,278$220,945-$661,223
Payroll Taxes$323,986$175,168-$499,154
Current Officers, Directors, Trustees, and Key Employees-$431,126-$431,126
Pension Plan Contributions$214,447$93,191-$307,638
Insurance-$169,202-$169,202
Interest-$162,178-$162,178
All Other Expenses$66,902-$27,096$93,998
Fees for Services Accounting-$71,373-$71,373
Office Expenses-$43,825-$43,825
Other Expenses$155,189$42,438-$42,438
Advertising-$40,011-$40,011
Fees for Services Other$33,071--$33,071
Information Technology-$27,869-$27,869
Total Functional Expenses$7,865,918$5,683,317$27,096$13,576,331

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,576,331
Expenses per Audited Statements$12,127,611
Total Expenses per Audited Statements$12,127,611
Expenses Not Reported on Financial Statements$1,448,720
Other Expense Adjustments$1,448,720
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Activity Balances$125,253
Capital Lease Payable$75,004
Debt Issue Costs$-115,921

Bond Issues

BondIssuerIssuedIssue PricePurpose
AAlachua County Florida2016-07-15$3,442,874Refinance construction of or improvements to education facilities

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$3,442,874$3,374,017$193,673$68,857

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
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
Yes
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 A, Line 6

“To be eligible for election to membership in oak hall school (school), a person shall have within five years prior to the date of the election contributed to the school a gift of at least $1,000 in money or in goods equivalent thereto, or in professional services. If a person thus eligible is elected to active membership, he shall be entitled to one vote in the affairs of the school.”

Form 990, Part VI, Section A, Line 7A

“All members of the board of directors are elected by the corporate members (who are present and voting) at the annual meeting.”

Form 990, Part VI, Section A, Line 8B

“The executive committee, may, in its discretion, exercise all of the powers of the directors when the board is not in session and shall report to the regular or special meetings of the board any and all action taken by the said committee. There have been no executive committee meetings held in the last 3 years. The executive committee would contemporaneously document the meetings held or actions undertaken during the year.”

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

“The cfo of the organization will review the completed form 990. The finance committee receives a complete copy of the 990, and all other board members receives a redacted return prior to filing. A reply will be required by each member of the board as acknowledgement of receipt and review.”

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

“Annually board members disclose of any potential conflicts of interest. The board is made aware of any indicated potential conflicts and in the event that a decision comes before the board for a vote, a board member with a potential conflict is recused from the decision.”

Form 990, Part VI, Section B, Line 15

“The executive committee shall serve as an executive compensation committee charged with recommending the compensation and terms of employment for the head of school. The board approves the recommendation for the head of school, the head of school approves all other compensation.”

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
Oak Hall Private School Inc
EIN
59-1289155
Phone
3523323609
Address
1700 SW 75TH STREET, GAINESVILLE, FL 32607-3426

Signing Officer

Name
Officer
Title
President
Phone
3523323609
Signed
2020-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kirsten Rowe
Formed
1970
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
308
Volunteers
150

Preparer

Firm
James Moore & Co Pl
Address
5931 NW 1ST PLACE, GAINESVILLE, FL 32607-2063
Preparer
Ken Kurdziel
Phone
3523781331
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 2C:

“The process for selection and retention of the independent auditors is consistent with the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds represent amounts held for which the investment earnings are restricted for financial aid awards and teacher salary supplements.”

PART X, LINE 2:

“The school has reviewed and evaluated the relevant technical merits of each of its tax positions with tax attorneys and in accordance with accounting principles generally accepted in the united states of america for accounting for uncertainty in income taxes, and determined that there are no uncertain tax positions that would have a material impact on the financial statements of the school.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial assistance netted with revenues on audited financial statements 1,497,524. Loss on sale of fixed assets -34,235. Cost of goods sold netted with revenue on form 990 -14,569.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial assistance netted with revenues on audited financial statements 1,497,524. Loss on sale of fixed assets -34,235. Cost of goods sold netted with revenue on form 990 -14,569.”

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IRS990/Form990PartVIISectionAGrp/PersonNm4DOMENIC SCORPIO
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IRS990/Form990PartVIISectionAGrp/PersonNm12JENNIFER HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL MOSER
IRS990/Form990PartVIISectionAGrp/PersonNm14DENISE ROSENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm15FREDDIE WEHBE
IRS990/Form990PartVIISectionAGrp/PersonNm16JAMES HUTCHINS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1716685
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18108317
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IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF UPPER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF ATHLETICS
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF LOWER SCHOOL
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IRS990/GainOrLossGrp/SecuritiesAmt03834
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02750000
IRS990/GrossReceiptsAmt016973979
IRS990/GrossRentsGrp/RealAmt054531
IRS990/GrossSalesOfInventoryAmt022192
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IRS990/InformationTechnologyGrp/TotalAmt027869
IRS990/InsuranceGrp/ManagementAndGeneralAmt0169202
IRS990/InsuranceGrp/TotalAmt0169202
IRS990/InterestGrp/ManagementAndGeneralAmt0162178
IRS990/InterestGrp/TotalAmt0162178
IRS990/InvestmentIncomeGrp/ExclusionAmt094670
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt094670
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0585654
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01873624
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09997254
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt012698787
IRS990/LandBldgEquipCostOrOtherBssAmt022696041
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IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt034235
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02746166
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PREPARING STUDENTS FOR ETHICAL LEADERSHIP IN A GLOBAL SOCIETY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09692829
IRS990/NetAssetsOrFundBalancesEOYAmt010325776
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-30401
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-30401
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt07623
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt07623
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt054531
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt054531
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt030269
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0820260
IRS990/OccupancyGrp/TotalAmt0820260
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt043825
IRS990/OfficeExpensesGrp/TotalAmt043825
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt099120
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0220945
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0440278
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0661223
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1OTHER ADMINISTRATIVE EX
IRS990/OtherExpensesGrp/Desc2ATHLETIC EXPENSES
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0535293
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt142438
IRS990/OtherExpensesGrp/ProgramServicesAmt0581326
IRS990/OtherExpensesGrp/ProgramServicesAmt1155189
IRS990/OtherExpensesGrp/TotalAmt0581326
IRS990/OtherExpensesGrp/TotalAmt1535293
IRS990/OtherExpensesGrp/TotalAmt2155189
IRS990/OtherExpensesGrp/TotalAmt342438
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IRS990/OtherLiabilitiesGrp/EOYAmt084336
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0214447
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IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122524
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013075712
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122524
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01747462
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01240595
IRS990/PYInvestmentIncomeAmt014653
IRS990/PYOtherExpensesAmt03455184
IRS990/PYOtherRevenueAmt0267493
IRS990/PYProgramServiceRevenueAmt012122056
IRS990/PYRevenuesLessExpensesAmt01349348
IRS990/PYSalariesCompEmpBnftPaidAmt08106537
IRS990/PYTotalExpensesAmt012802316
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014151664
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0602678
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt054531
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$28,750,685
Liabilities
$18,424,909
Net assets
$10,325,776
Revenue
$14,179,009
Expenses
$13,576,331
Net income
$602,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.6$18.9$18.6$19.7$18.2$1.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.3$19.2$17.1$17.2$16.4$0.88
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.5$17.3$16.1$19.1$15.1$4.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.8$16.4$12.4$15.6$14.1$1.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.0$18.3$10.7$14.8$14.5$0.35
2019Detailed filing. Detailed filing data is available for this year.$28.8$18.4$10.3$14.2$13.6$0.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$18.7$9.69$14.2$12.8$1.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.4$18.1$8.32$13.9$12.6$1.25
2016Detailed filing. Detailed filing data is available for this year.$24.7$15.0$9.66$13.0$12.3$0.66
2015Detailed filing. Detailed filing data is available for this year.$19.8$10.7$9.06$11.6$11.9$0.24
2014Detailed filing. Detailed filing data is available for this year.$17.9$8.63$9.29$11.6$11.2$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$8.54$8.81$10.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$6.86$8.07$9.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$7.09$7.20$9.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$7.60$6.48$9.27
Peer Organizations

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