Civic Intelligence

Aging with Dignity Inc.

990 • Fiscal year 2013 • EIN 59-3367487

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 12, 2014

P O Box 166132302

(850) 681-2010

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

27th percentile

0.03x

Higher debt load relative to revenue than 27% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

92nd percentile

$213,704

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

55th percentile

3.7%

Faster asset growth than 55% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$3,824,652

Up $137,239 (+3.7%) from 2012

Net Assets

Up

$3,789,724

Up $113,308 (+3.1%) from 2012

Liabilities

Up

$34,928

Up $23,931 (+218%) from 2012

Revenue

$1,388,698

No earlier filing loaded for comparison.

Expenses

Up

$1,199,370

Up $89,718 (+8.1%) from 2012

Net Income

$189,328

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $3,330,449Liabilities 2010: $24,242Net Assets 2010: $3,306,2072010Assets 2011: $3,364,658Liabilities 2011: $7,601Net Assets 2011: $3,357,0572011Assets 2012: $3,687,413Liabilities 2012: $10,997Net Assets 2012: $3,676,4162012Assets 2013: $3,824,652Liabilities 2013: $34,928Net Assets 2013: $3,789,7242013Assets 2014: $3,936,221Liabilities 2014: $37,921Net Assets 2014: $3,898,3002014Assets 2015: $3,626,190Liabilities 2015: $46,240Net Assets 2015: $3,579,9502015Assets 2016: $3,818,723Liabilities 2016: $85,717Net Assets 2016: $3,733,0062016Assets 2017: $3,917,034Liabilities 2017: $111,546Net Assets 2017: $3,805,4882017Assets 2018: $3,911,505Liabilities 2018: $159,326Net Assets 2018: $3,752,1792018Assets 2019: $4,159,017Liabilities 2019: $188,018Net Assets 2019: $3,970,9992019Assets 2020: $6,221,963Liabilities 2020: $224,446Net Assets 2020: $5,997,5172020Assets 2021: $7,983,253Liabilities 2021: $229,537Net Assets 2021: $7,753,7162021Assets 2022: $9,099,778Liabilities 2022: $444,797Net Assets 2022: $8,654,9812022Assets 2023: $10,559,394Liabilities 2023: $588,774Net Assets 2023: $9,970,6202023Assets 2024: $11,521,298Liabilities 2024: $656,963Net Assets 2024: $10,864,3352024

Highlighted filing

2013

Assets$3,824,652
Liabilities$34,928
Net Assets$3,789,724

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,181,8542010Expenses 2011: $1,190,1512011Expenses 2012: $1,109,6522012Revenue 2013: $1,388,698Expenses 2013: $1,199,370Net Income 2013: $189,3282013Revenue 2014: $1,486,515Expenses 2014: $1,416,469Net Income 2014: $70,0462014Revenue 2015: $1,617,966Expenses 2015: $1,877,943Net Income 2015: -$259,9772015Revenue 2016: $1,660,536Expenses 2016: $1,545,560Net Income 2016: $114,9762016Revenue 2017: $1,378,095Expenses 2017: $1,404,683Net Income 2017: -$26,5882017Revenue 2018: $1,580,441Expenses 2018: $1,542,978Net Income 2018: $37,4632018Revenue 2019: $1,702,117Expenses 2019: $1,647,296Net Income 2019: $54,8212019Revenue 2020: $3,637,857Expenses 2020: $1,768,837Net Income 2020: $1,869,0202020Revenue 2021: $3,882,428Expenses 2021: $2,094,702Net Income 2021: $1,787,7262021Revenue 2022: $3,813,804Expenses 2022: $2,522,775Net Income 2022: $1,291,0292022Revenue 2023: $3,843,422Expenses 2023: $2,644,499Net Income 2023: $1,198,9232023Revenue 2024: $3,663,188Expenses 2024: $3,130,656Net Income 2024: $532,5322024

Highlighted filing

2013

Revenue$1,388,698
Expenses$1,199,370
Net Income$189,328
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 12, 2014
Return Version
2013v3.1
Gross Receipts
$1,722,439
Mission and Program Overview

Mission

To affirm and safeguard the human dignity of individuals as they age and to promote better care for those near the end of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,729,892$2,400,586▼ $329,306
Investments in Publicly Traded Securities$762,190$1,047,798▲ $285,608
Accounts Receivable$126,328$206,448▲ $80,120
Cash and Non-Interest-Bearing Accounts$35,514$129,925▲ $94,411
Inventories for Sale or Use$26,700$35,042▲ $8,342
Prepaid Expenses and Deferred Charges$4,352$4,352→ $0
Total Assets$3,687,413$3,824,652▲ $137,239
Other Assets Total$2,437$501▼ $1,936
Liabilities
Accounts Payable and Accrued Expenses$10,997$34,928▲ $23,931
Total Liabilities$10,997$34,928▲ $23,931
Net Assets / Fund Balance
Unrestricted Net Assets$3,676,416$3,789,724▲ $113,308
Total Net Assets Fund Balance$3,676,416$3,789,724▲ $113,308
Total Liabilities and Net Assets / Fund Balance$3,687,413$3,824,652▲ $137,239
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul MalleyPresidentFT$168,012$45,692$213,704
Ed Towey--$112,145$12,075$124,220

Board Members and Trustees

NameTitle
Guy SmithChairman
Leslie PietDirector
Robert BrochinDirector
Patricia RusselSecretary
Jim ToweySee Secb for
E Zimmermann BoulosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,616
Program Service Revenue
$161,230
Investment Income
$69,208
Other Revenue
$1,154,644
All Other Contributions
$3,616
Change in Net Assets
$189,328

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,388,698
Revenue Not Reported on Form 990
$188,750
Total Revenue per Audited Statements
$1,577,448
Total Revenue per Form 990
$1,388,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$792,325
Other Expenses$407,045
Total Fundraising Expense$67
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$419,857$52,804-$472,661
Current Officers, Directors, Trustees, and Key Employees$192,333$21,370-$213,703
Office Expenses$97,483$8,664-$106,147
Occupancy$46,116$8,138-$54,254
Payroll Taxes$39,433$4,792-$44,225
Other Employee Benefits$28,880$4,109-$32,989
Pension Plan Contributions$24,920$3,827-$28,747
Travel$26,878$1,377-$28,255
All Other Expenses$11,586$3,655-$15,241
Information Technology$13,619$220$1$13,840
Fees for Services Accounting$9,350--$9,350
Other Expenses$8,110$2,412$66$8,110
Advertising$7,863--$7,863
Insurance$5,153$572-$5,725
Fees for Services Legal-$3,040-$3,040
Total Functional Expenses$1,080,499$118,804$67$1,199,370

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,464,141
Expenses per Audited Statements$1,199,370
Total Expenses per Form 990$1,199,370
Expenses Not Reported on Form 990$264,771
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Ed ToweyFamily MemberEmployeeNo$112,145
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
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, Page 6, Part VI, Line 2

Jim towey ed towey director employee brothers

Form 990, Page 6, Part VI, Line 11B

The organization emails a draft copy of form 990 to the board members for their review. Additionally, the president and the accounting department manager review the tax return thoroughly.

Form 990, Page 6, Part VI, Line 12C

At yearly board meeting, board members are asked to complete a statement disclosing any conflicts of interest

Form 990, Page 6, Part VI, Line 15A

The board of directors excuses the president from the meeting to discuss his annual review and the compensation for his position. The compensation committee, comprised of chairman, treasurer and secretary make a recommendation to the full board. Discussion includes review of 990 forms of other organizations, existing employment agreements and relevant compensation surveys.upon reaching a decision regarding his role as president and any change in compensation the board calls for his return to the meeting. The board then presents to the president any changes to his compensation for the new year. The board chairman (guy smith) follows up with a letter in writing to any and all changes. This letter is then put into the president's employment folder.

Form 990, Page 6, Part VI, Line 15B

The compensation committee, comprised of chairman, treasurer and secretary make a recommendation to the full board. Discussion includes review of 990 forms of other organizations, existing employment agreements and relevant compensation surveys.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, policies, and financial statements available to the public upon request

Filing and Contact Details

Filer

EIN
59-3367487
Phone
8506812010

Signing Officer

Name
Paul Malley
Title
President
Phone
8506812010
Signed
2014-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Malley
Formed
1996
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
5
Employees
15

Preparer

Preparer
Joan S Mcintyre
Phone
8508782494
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Cost of goods sold 267,533 investment fees -2,762 rounding 1 cost of goods sold -267,533 investment fees 2,762

Form 990, Part XI, Line 9

ROUNDING 1

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Cost of goods sold 267,533 investment fees -2,762 rounding 1

Schedule D, Page 4, Part XII, Line 2D

Cost of goods sold 267,533 investment fees -2,762

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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/ProgSrvcAccomActy2Grp/ExpenseAmt0215088
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IRS990/PYContributionsGrantsAmt01058
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt053651
IRS990/PYOtherExpensesAmt0382587
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IRS990/PYSalariesCompEmpBnftPaidAmt0727065
IRS990/PYTotalExpensesAmt01109652
IRS990/PYTotalRevenueAmt01411465
IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt0189328
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01154538
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02729892
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02400586
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt029938
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt029938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01492
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03006
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031971
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt041143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt044784
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt053288
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt043696
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt055133
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt065178
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0262079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01583407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01599602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01425931
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01610358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01208561
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07427859
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt044784
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt053288
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt043696
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt055133
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt065178
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0262079
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.05000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.76780
IRS990ScheduleA/PublicSupportPY509Pct00.79810
IRS990ScheduleA/PublicSupportTotal509Amt05936275
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0471986
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0303114
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0181761
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0395490
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0180376
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01532727
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0471986
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0303114
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0181761
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0395490
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0150438
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01502789
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01587023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01600660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01427423
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01613364
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01240532
IRS990ScheduleA/Total509Grp/TotalAmt07469002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01631807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01653948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01471119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01668497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01305710
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07731081
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0264771
IRS990ScheduleD/ExpensesSubtotalAmt01199370
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-76022
IRS990ScheduleD/OtherExpensesIncludedAmt0264771
IRS990ScheduleD/OtherRevenueAmt0264772
IRS990ScheduleD/RevenueNotReportedAmt0188750
IRS990ScheduleD/RevenueSubtotalAmt01388698
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0COST OF GOODS SOLD 267,533 INVESTMENT FEES -2,762 ROUNDING 1
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD 267,533 INVESTMENT FEES -2,762
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalExpensesPerForm990Amt01199370
IRS990ScheduleD/TotalRevenuePerForm990Amt01388698
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01577448
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01464141
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0168012
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount016000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt0203661
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt016801
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt012891
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PAUL MALLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0213704
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ED TOWEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FAMILY MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0112145
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMPLOYEE
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JIM TOWEY ED TOWEY DIRECTOR EMPLOYEE BROTHERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION EMAILS A DRAFT COPY OF FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW. ADDITIONALLY, THE PRESIDENT AND THE ACCOUNTING DEPARTMENT MANAGER REVIEW THE TAX RETURN THOROUGHLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT YEARLY BOARD MEETING, BOARD MEMBERS ARE ASKED TO COMPLETE A STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS EXCUSES THE PRESIDENT FROM THE MEETING TO DISCUSS HIS ANNUAL REVIEW AND THE COMPENSATION FOR HIS POSITION. THE COMPENSATION COMMITTEE, COMPRISED OF CHAIRMAN, TREASURER AND SECRETARY MAKE A RECOMMENDATION TO THE FULL BOARD. DISCUSSION INCLUDES REVIEW OF 990 FORMS OF OTHER ORGANIZATIONS, EXISTING EMPLOYMENT AGREEMENTS AND RELEVANT COMPENSATION SURVEYS.UPON REACHING A DECISION REGARDING HIS ROLE AS PRESIDENT AND ANY CHANGE IN COMPENSATION THE BOARD CALLS FOR HIS RETURN TO THE MEETING. THE BOARD THEN PRESENTS TO THE PRESIDENT ANY CHANGES TO HIS COMPENSATION FOR THE NEW YEAR. THE BOARD CHAIRMAN (GUY SMITH) FOLLOWS UP WITH A LETTER IN WRITING TO ANY AND ALL CHANGES. THIS LETTER IS THEN PUT INTO THE PRESIDENT'S EMPLOYMENT FOLDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPENSATION COMMITTEE, COMPRISED OF CHAIRMAN, TREASURER AND SECRETARY MAKE A RECOMMENDATION TO THE FULL BOARD. DISCUSSION INCLUDES REVIEW OF 990 FORMS OF OTHER ORGANIZATIONS, EXISTING EMPLOYMENT AGREEMENTS AND RELEVANT COMPENSATION SURVEYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COST OF GOODS SOLD 267,533 INVESTMENT FEES -2,762 ROUNDING 1 COST OF GOODS SOLD -267,533 INVESTMENT FEES 2,762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROUNDING 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.66$10.9$3.66$3.13$0.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.59$9.97$3.84$2.64$1.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.10$0.44$8.65$3.81$2.52$1.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.98$0.23$7.75$3.88$2.09$1.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.22$6.00$3.64$1.77$1.87
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.19$3.97$1.70$1.65$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.16$3.75$1.58$1.54$0.04
2017Summary only. Only limited summary data is available for this year.$3.92$0.11$3.81$1.38$1.40$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.09$3.73$1.66$1.55$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.63$0.05$3.58$1.62$1.88$0.26
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.04$3.90$1.49$1.42$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.82$0.03$3.79$1.39$1.20$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.01$3.68$1.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.01$3.36$1.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.02$3.31$1.18