Civic Intelligence

Suncoast Waldorf Association Inc.

990 • Fiscal year 2021 • EIN 59-3075718

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 01, 2021

Organization Profilewaldorftampabay.org
1857 Curlew RoadPalm Harbor, FL 34683

(727) 786-8311

Siviq Scores

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

Liabilities / Assets

91st percentile

0.81x

Higher debt load relative to assets than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

1.61x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

51st percentile

13%

Higher net margin than 51% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$43,007

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

50th percentile

9.2%

Faster asset growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

10%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$1,875,573

Up $157,586 (+9.2%) from 2020

Net Assets

Up

$365,636

Up $124,016 (+51%) from 2020

Liabilities

Up

$1,509,937

Up $33,570 (+2.3%) from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin51st percentile

Revenue

Up

$936,578

Up $86,673 (+10%) from 2020

Expenses

Down

$812,562

Down $39,910 (-4.7%) from 2020

Net Income

Up

$124,016

Up $126,583 (+4931%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $1,411,162Liabilities 2011: $1,283,915Net Assets 2011: $127,2472011Assets 2012: $1,384,429Liabilities 2012: $1,294,137Net Assets 2012: $90,2922012Assets 2013: $1,300,704Liabilities 2013: $1,277,111Net Assets 2013: $23,5932013Assets 2014: $1,269,317Liabilities 2014: $1,273,063Net Assets 2014: -$3,7462014Assets 2015: $1,325,712Liabilities 2015: $1,294,224Net Assets 2015: $31,4882015Assets 2016: $1,417,003Liabilities 2016: $1,541,895Net Assets 2016: -$124,8922016Assets 2017: $1,416,587Liabilities 2017: $1,516,414Net Assets 2017: -$99,8272017Assets 2018: $1,813,777Liabilities 2018: $1,810,832Net Assets 2018: $2,9452018Assets 2019: $1,832,496Liabilities 2019: $1,580,186Net Assets 2019: $252,3102019Assets 2020: $1,717,987Liabilities 2020: $1,476,367Net Assets 2020: $241,6202020Assets 2021: $1,875,573Liabilities 2021: $1,509,937Net Assets 2021: $365,6362021Assets 2022: $2,411,327Liabilities 2022: $1,540,170Net Assets 2022: $871,1572022Assets 2023: $2,693,638Liabilities 2023: $1,504,321Net Assets 2023: $1,189,3172023Assets 2024: $2,545,447Liabilities 2024: $1,363,404Net Assets 2024: $1,182,0432024Assets 2025: $2,805,770Liabilities 2025: $1,348,710Net Assets 2025: $1,457,0602025

Highlighted filing

2021

Assets$1,875,573
Liabilities$1,509,937
Net Assets$365,636
Open 2021 Filing

Operations Trend

Revenue Growth47th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,099,436Expenses 2011: $1,062,476Net Income 2011: $36,9602011Expenses 2012: $1,027,5482012Expenses 2013: $983,5732013Revenue 2014: $540,992Expenses 2014: $568,331Net Income 2014: -$27,3392014Revenue 2015: $760,137Expenses 2015: $731,911Net Income 2015: $28,2262015Revenue 2016: $646,936Expenses 2016: $803,304Net Income 2016: -$156,3682016Revenue 2017: $862,507Expenses 2017: $837,439Net Income 2017: $25,0682017Revenue 2018: $1,013,492Expenses 2018: $910,720Net Income 2018: $102,7722018Revenue 2019: $1,245,401Expenses 2019: $1,014,789Net Income 2019: $230,6122019Revenue 2020: $849,905Expenses 2020: $852,472Net Income 2020: -$2,5672020Revenue 2021: $936,578Expenses 2021: $812,562Net Income 2021: $124,0162021Revenue 2022: $1,654,160Expenses 2022: $1,148,639Net Income 2022: $505,5212022Revenue 2023: $1,980,836Expenses 2023: $1,662,676Net Income 2023: $318,1602023Revenue 2024: $1,644,481Expenses 2024: $1,580,665Net Income 2024: $63,8162024Revenue 2025: $1,894,415Expenses 2025: $1,619,396Net Income 2025: $275,0192025

Highlighted filing

2021

Revenue$936,578
Expenses$812,562
Net Income$124,016
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 1, 2021
Return Version
2020v4.1
Gross Receipts
$936,578
Mission and Program Overview

Mission

The Waldorf School of Tampa Bay is a community of teachers, staff, parents, and friends who honor childhood and value each stage of human development. Our goal is to educate the whole child to meet the world with grace, integrity and initiative through a balanced and comprehensive academic, artistic, and practical curriculum.

We serve Pre-Kindergarten through 8th Grade, with our Parent and Child classes offered for children as young as one year old

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,160,390$1,145,093▼ $15,297
Savings and Temporary Cash Investments$437,018$609,776▲ $172,758
Cash and Non-Interest-Bearing Accounts$58,200$67,965▲ $9,765
Other Notes and Loans Receivable, Net$50,738$50,939▲ $201
Prepaid Expenses and Deferred Charges$11,329--
Total Assets$1,717,987$1,875,573▲ $157,586
Other Assets Total$312$1,800▲ $1,488
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,299,690$1,075,904▼ $223,786
Deferred Revenue$170,990$414,975▲ $243,985
Accounts Payable and Accrued Expenses$5,687$19,058▲ $13,371
Other Liabilities-$0-
Total Liabilities$1,476,367$1,509,937▲ $33,570
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$241,620$365,636▲ $124,016
Total Net Assets Fund Balance$241,620$365,636▲ $124,016
Total Liabilities and Net Assets / Fund Balance$1,717,987$1,875,573▲ $157,586

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$636,013$317,061$953,074
Land$500,000-$500,000
Equipment$9,080$81,661$90,741
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan BrownSecretary-$43,007$43,007
Cara SutherlandAdministrative DirectorFT$19,000$19,000
Pamela MillerAdministrative DirectorFT$7,946$7,946
Philip FitzpatrickSecretary-$2,100$2,100

Board Members and Trustees

NameTitle
Jessica McCauslandPresident
James BartolomeoVice President
Elizabeth BedoreBoard Member
Jacqueline SummieBoard Member
James O'ConnorBoard Member
Kate ResitarisBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$179,540
Program Service Revenue
$756,680
Investment Income
$247
Other Revenue
$111
All Other Contributions
$30,125
Change in Net Assets
$124,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$512,419
Other Expenses$300,143
Total Fundraising Expense$1,357
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$366,780$34,600$0$401,380
Occupancy$75,633$8,404$0$84,037
Current Officers, Directors, Trustees, and Key Employees$45,107$26,946$0$72,053
Interest$57,648$6,405$0$64,053
Payroll Taxes$31,537$4,712$0$36,249
Depreciation Depletion$26,529$2,948$0$29,477
Office Expenses$24,036$4,242$0$28,278
Fees for Services Accounting$13,233$4,035$0$17,268
Advertising$9,600$1,694$0$11,294
Insurance$8,789$976$0$9,765
Fees for Services Legal$6,343$0$0$6,343
Fees for Services Other$3,292$0$0$3,292
Other Employee Benefits$2,381$356$0$2,737
Other Expenses$929$164$0$1,093
Information Technology$336$37$0$373
Total Functional Expenses$709,668$101,537$1,357$812,562
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
None$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Filing and Contact Details

Filer

Filer Name
Suncoast Waldorf Association Inc
EIN
59-3075718
Phone
7277868311
Address
1857 Curlew Road, Palm Harbor, FL 34683

Signing Officer

Name
Jessica McCausland
Title
President
Phone
7277868311
Signed
2021-12-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica McCausland
Formed
1991
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
4
Employees
27
Volunteers
50

Preparer

Firm
Ellen Fontana CPA LLC
Address
2451 Mcmullen Booth Road 309, Clearwater, FL 33759
Preparer
Ellen Fontana
Phone
7274310354
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 is emailed to the board for review prior to filing.”

Pt VI, Line 15A

“Board members approve the Administrative Director's compensation based on salaries at comparable size nonprofits.”

Pt VI, Line 15B

“No board members are compensated for their services provided in connection with being a board member. Certain board members perform teaching responsibilities and are compensated for those in accordance with the organization's teacher compensation policies.”

Pt VI, Line 18

“The Organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

Pt VI, Line 19

“The Organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

Pt VI, Line 12C

“The Board of Trustees reviews, receives training on, and affirms the conflict-of-interest policy annually. Trustees also execute financial interest disclosure statements annually that are kept as Board records. Conflict reviews are a part of each regular Board meeting, and the monitoring and enforcement of the conflict-of-interest policy is the shared responsibility of the Board and the Administrator.”

Financial Statement Notes

Pt X, Line 2

“The School is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been included in the accompanying financial statements. Management has evaluated the School's tax position and concluded that no uncertain tax positions have been taken that would require adjustment to the financial statements to comply with the provisions of the Income Tax Topic of the FASB ASC. With a few exceptions, the Organization is subject to income tax examinations for up to three years after tax returns are filed.”

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IRS990/Desc0Every child has an innate, limitless capacity for intellect, critical thinking, problem-solving, creativity and innovation. At The Waldorf School of Tampa Bay, we use a proven, 100 year-old pedagogy to enable your child to thrive physically, mentally and emotionally through direct experience, appropriate challenge, and honoring the unique, multi-dimensionality of each child.
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IRS990/MissionDesc0The Waldorf School of Tampa Bay is a community of teachers, staff, parents, and friends who honor childhood and value each stage of human development. Our goal is to educate the whole child to meet the world with grace, integrity and initiative through a balanced and comprehensive academic, artistic and practical curriculum.
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IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08404
IRS990/OccupancyGrp/ProgramServicesAmt075633
IRS990/OccupancyGrp/TotalAmt084037
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04242
IRS990/OfficeExpensesGrp/ProgramServicesAmt024036
IRS990/OfficeExpensesGrp/TotalAmt028278
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0312
IRS990/OtherAssetsTotalGrp/EOYAmt01800
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0356
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02381
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02737
IRS990/OtherExpensesGrp/Desc0Supplies
IRS990/OtherExpensesGrp/Desc1Other
IRS990/OtherExpensesGrp/Desc2Bad debt
IRS990/OtherExpensesGrp/FundraisingAmt01357
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11018
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2164
IRS990/OtherExpensesGrp/ProgramServicesAmt028335
IRS990/OtherExpensesGrp/ProgramServicesAmt19160
IRS990/OtherExpensesGrp/ProgramServicesAmt2929
IRS990/OtherExpensesGrp/TotalAmt034692
IRS990/OtherExpensesGrp/TotalAmt110178
IRS990/OtherExpensesGrp/TotalAmt21093
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Store sales commissions
IRS990/OtherRevenueMiscGrp/Desc1Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt0635
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1-524
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0635
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-524
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0111
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034600
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0366780
IRS990/OtherSalariesAndWagesGrp/TotalAmt0401380
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt050738
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt050939
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04712
IRS990/PayrollTaxesGrp/ProgramServicesAmt031537
IRS990/PayrollTaxesGrp/TotalAmt036249
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011329
IRS990/PrincipalOfficerNm0Jessica McCausland
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/BusinessCd2611110
IRS990/ProgramServiceRevenueGrp/Desc0Tuition less discounts
IRS990/ProgramServiceRevenueGrp/Desc1Curriculum & application fees
IRS990/ProgramServiceRevenueGrp/Desc2Auxiliary programs
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0597172
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt192290
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt267218
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt050808
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0755
IRS990/PYOtherExpensesAmt0281159
IRS990/PYProgramServiceRevenueAmt0798342
IRS990/PYRevenuesLessExpensesAmt0-2567
IRS990/PYSalariesCompEmpBnftPaidAmt0571313
IRS990/PYTotalExpensesAmt0852472
IRS990/PYTotalRevenueAmt0849905
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0124016
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0756680
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0437018
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0609776
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0636013
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0317061
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0953074
IRS990ScheduleD/EquipmentGrp/BookValueAmt09080
IRS990ScheduleD/EquipmentGrp/DepreciationAmt081661
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt090741
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0500000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0500000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0None
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The School is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been included in the accompanying financial statements. Management has evaluated the School's tax position and concluded that no uncertain tax positions have been taken that would require adjustment to the financial statements to comply with the provisions of the Income Tax Topic of the FASB ASC. With a few exceptions, the Organization is subject to income tax examinations for up to three years after tax returns are filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01145093
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Included on the website Included on the website
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is emailed to the board for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members approve the Administrative Director's compensation based on salaries at comparable size nonprofits.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No board members are compensated for their services provided in connection with being a board member. Certain board members perform teaching responsibilities and are compensated for those in accordance with the organization's teacher compensation policies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization's governing documents, conflict of interest policy, and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization's governing documents, conflict of interest policy, and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Board of Trustees reviews, receives training on, and affirms the conflict-of-interest policy annually. Trustees also execute financial interest disclosure statements annually that are kept as Board records. Conflict reviews are a part of each regular Board meeting, and the monitoring and enforcement of the conflict-of-interest policy is the shared responsibility of the Board and the Administrator.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 12c
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01717987
IRS990/TotalAssetsEOYAmt01875573
IRS990/TotalAssetsGrp/BOYAmt01717987

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,875,573
Liabilities
$1,509,937
Net assets
$365,636
Revenue
$936,578
Expenses
$812,562
Net income
$124,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.81$1.35$1.46$1.89$1.62$0.28
2024Detailed filing. Detailed filing data is available for this year.$2.55$1.36$1.18$1.64$1.58$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.69$1.50$1.19$1.98$1.66$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.41$1.54$0.87$1.65$1.15$0.51
2021Detailed filing. Detailed filing data is available for this year.$1.88$1.51$0.37$0.94$0.81$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.72$1.48$0.24$0.85$0.85$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.83$1.58$0.25$1.25$1.01$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.81$1.81$0.00$1.01$0.91$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.42$1.52$0.10$0.86$0.84$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.42$1.54$0.12$0.65$0.80$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.33$1.29$0.03$0.76$0.73$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.00$0.54$0.57$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$1.28$0.02$0.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$1.29$0.09$1.03
2011Summary only. Only limited summary data is available for this year.$1.41$1.28$0.13$1.10$1.06$0.04