Civic Intelligence

Aging with Dignity Inc.

990 • Fiscal year 2018 • EIN 59-3367487

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization ProfileWWW.AGINGWITHDIGNITY.ORG

View Organization Page

P O Box 1661Tallahassee, FL 32302

(850) 681-2010

Siviq Scores

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

Liabilities / Assets

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

51st percentile

0.10x

Higher debt load relative to revenue than 51% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

48th percentile

2.4%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$247,879

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

45th percentile

-0.1%

Faster asset growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$3,911,505

Down $5,529 (-0.1%) from 2017

Net Assets

Down

$3,752,179

Down $53,309 (-1.4%) from 2017

Liabilities

Up

$159,326

Up $47,780 (+43%) from 2017

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin48th percentile

Revenue

Up

$1,580,441

Up $202,346 (+15%) from 2017

Expenses

Up

$1,542,978

Up $138,295 (+9.8%) from 2017

Net Income

Up

$37,463

Up $64,051 (+241%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

2018

Assets$3,911,505
Liabilities$159,326
Net Assets$3,752,179
Open 2018 Filing

Operations Trend

Revenue Growth69th percentile

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

2018

Revenue$1,580,441
Expenses$1,542,978
Net Income$37,463
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$2,867,548
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$1,445,004$2,149,235▲ $704,231
Investments Other Securities$1,233,378$639,725▼ $593,653
Investments in Publicly Traded Securities$844,247$514,658▼ $329,589
Accounts Receivable$302,683$344,755▲ $42,072
Cash and Non-Interest-Bearing Accounts$24,848$198,895▲ $174,047
Inventories for Sale or Use$49,657$38,491▼ $11,166
Prepaid Expenses and Deferred Charges$16,720$25,248▲ $8,528
Total Assets$3,917,034$3,911,505▼ $5,529
Other Assets Total$497$498▲ $1
Liabilities
Accounts Payable and Accrued Expenses$105,319$155,347▲ $50,028
Deferred Revenue$6,227$3,979▼ $2,248
Total Liabilities$111,546$159,326▲ $47,780
Net Assets / Fund Balance
Unrestricted Net Assets$3,805,488$3,752,179▼ $53,309
Total Net Assets Fund Balance$3,805,488$3,752,179▼ $53,309
Total Liabilities and Net Assets / Fund Balance$3,917,034$3,911,505▼ $5,529

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$619,722--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul MalleyPresidentFT$197,034$50,845$247,879
Ed ToweyVice PresidentFT$112,703$11,375$124,078

Board Members and Trustees

NameTitle
Guy SmithChairman
James C CaprettaDirector
Leslie PietDirector
Robert BrochinDirector
Ronald RetzkeDirector
Patricia RussellSecretary
Jim ToweySee Part Vii, Sec B
E Zimmermann BoulosTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jim ToweyConsulting5174 MILANO STREET, Ave Maria, FL 34142$76,667
Revenue and Support

Revenue Composition

Contributions and Grants
$15,740
Program Service Revenue
$253,322
Investment Income
$57,014
Other Revenue
$1,254,365
All Other Contributions
$15,740
Change in Net Assets
$37,463

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,580,441
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$328,162
Total Revenue per Audited Statements
$1,908,603
Total Revenue per Form 990
$1,580,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$853,954
Other Expenses$689,024
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$334,761$37,196-$371,957
Other Salaries and Wages$277,148$39,166-$316,314
Office Expenses$121,402$9,772-$131,174
Pension Plan Contributions$67,761$5,478-$73,239
Travel$52,880$4,257-$57,137
Occupancy$47,756$3,844-$51,600
Other Employee Benefits$46,529$3,237-$49,766
Payroll Taxes$39,498$3,180-$42,678
Other Expenses$28,460$4,042-$28,460
Information Technology$18,132$8,653-$26,785
All Other Expenses$23,496$1,535-$25,031
Fees for Services Accounting$19,400--$19,400
Insurance$6,505$524-$7,029
Fees for Service Investment Mgmnt Fees-$6,153-$6,153
Total Functional Expenses$1,408,780$134,198$0$1,542,978

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,961,913
Expenses per Audited Statements$1,542,978
Total Expenses per Form 990$1,542,978
Expenses Not Reported on Form 990$418,935
Expenses Not Reported on Financial Statements$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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Ed ToweyFamily MemberEmployeeNo$112,703
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
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, Part VI, Section A, Line 2

“Ed towey is an employee of aging with dignity, inc and he is the brother of a board member.”

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

“At the annual board meeting, board members are asked to complete a statement disclosing any conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“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 form 990 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, in writing, to any and all changes. This letter is then put into the president's employment folder. 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, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Aging With Dignity Inc
EIN
59-3367487
Phone
8506812010
Address
P O BOX 1661, TALLAHASSEE, FL 32302

Signing Officer

Name
Paul Malley
Title
President
Phone
8506812010
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Malley
Formed
1996
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
7
Employees
14
Volunteers
8

Preparer

Firm
Carr Riggs & Ingram LLC
Address
2633 CENTENNIAL BLVD STE 200, TALLAHASSEE, FL 32308
Preparer
Michael C Carter
Phone
8508788777
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING 1.”

FORM 990, PART XII, LINE 2C:

“The organization's process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization utilizes the accounting requirements associated with uncertainty in income taxes using the provisions of financial accounting standards board (fasb) asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is more-likely-than-not the positions will be sustained upon examination by the tax authorities. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. As of december 31, 2018, the organization has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 335,731. Investment fees -6,153.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 335,731. Investment fees -6,153.”

Raw XML AppendixShowing 400 of 536 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/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO AFFIRM AND SAFEGUARD THE HUMAN DIGNITY OF INDIVIDUALS AS THEY AGE AND TO PROMOTE BETTER CARE FOR THOSE NEAR THE END OF LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03805488
IRS990/NetAssetsOrFundBalancesEOYAmt03752179
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-15426
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-15426
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01254185
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01254185
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-90773
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03844
IRS990/OccupancyGrp/ProgramServicesAmt047756
IRS990/OccupancyGrp/TotalAmt051600
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09772
IRS990/OfficeExpensesGrp/ProgramServicesAmt0121402
IRS990/OfficeExpensesGrp/TotalAmt0131174
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0497
IRS990/OtherAssetsTotalGrp/EOYAmt0498
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03237
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt046529
IRS990/OtherEmployeeBenefitsGrp/TotalAmt049766
IRS990/OtherExpensesGrp/Desc0CONSULTING
IRS990/OtherExpensesGrp/Desc1POSTAGE & SHIPPING
IRS990/OtherExpensesGrp/Desc2PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc3FORUM EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07161
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14042
IRS990/OtherExpensesGrp/ProgramServicesAmt0185880
IRS990/OtherExpensesGrp/ProgramServicesAmt188965
IRS990/OtherExpensesGrp/ProgramServicesAmt250207
IRS990/OtherExpensesGrp/ProgramServicesAmt328460
IRS990/OtherExpensesGrp/TotalAmt0185880
IRS990/OtherExpensesGrp/TotalAmt196126
IRS990/OtherExpensesGrp/TotalAmt254249
IRS990/OtherExpensesGrp/TotalAmt328460
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0COLLECTION ALLOWANCE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0180
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0180
IRS990/OtherRevenueTotalAmt0180
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt039166
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0277148
IRS990/OtherSalariesAndWagesGrp/TotalAmt0316314
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03180
IRS990/PayrollTaxesGrp/ProgramServicesAmt039498
IRS990/PayrollTaxesGrp/TotalAmt042678
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05478
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt067761
IRS990/PensionPlanContributionsGrp/TotalAmt073239
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016720
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025248
IRS990/PrincipalOfficerNm0PAUL MALLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0LICENSE SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0253322
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0253322
IRS990/ProgSrvcAccomActy2Grp/Desc0ADVOCATING FOR BETTER END-OF-LIFE CARE THAT PRESERVES HUMAN DIGNITY AND PROMOTING SOUND PUBLIC POLICY ON AGING
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0279629
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt012682
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt048948
IRS990/PYOtherExpensesAmt0617035
IRS990/PYOtherRevenueAmt01171260
IRS990/PYProgramServiceRevenueAmt0154205
IRS990/PYRevenuesLessExpensesAmt0-17588
IRS990/PYSalariesCompEmpBnftPaidAmt0787648
IRS990/PYTotalExpensesAmt01404683
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01387095
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt037463
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01507687
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01445004
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02149235
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt086662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0149133
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt072440
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt038272
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt040667
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt038404
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt043645
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0233428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01932595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01628748
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01937140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01879581
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01617349
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08995413
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt072440
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038272
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt040667
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt038404
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt043645
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0233428
IRS990ScheduleA/InvestmentIncomeCYPct00.02490
IRS990ScheduleA/InvestmentIncomePYPct00.02290
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78450
IRS990ScheduleA/PublicSupportPY509Pct00.75570
IRS990ScheduleA/PublicSupportTotal509Amt07357323
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0269388
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0192054
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0311281
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0603575
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0410925
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01787223
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0269388
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0192054
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0311281
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0603575
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0410925
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01787223
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01948335
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01641430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01965192
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01885578
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01704011
IRS990ScheduleA/Total509Grp/TotalAmt09144546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02020775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01679702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02005859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01923982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01747656
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09377974
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt089357
IRS990ScheduleD/DonatedServicesUseFcltsAmt089357
IRS990ScheduleD/ExpensesNotReportedAmt0418935
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01542978
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-90773
IRS990ScheduleD/OtherExpensesIncludedAmt0329578
IRS990ScheduleD/OtherRevenueAmt0329578
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt020003
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1619722
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUNICIPAL BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0328162
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01580441
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2018, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD 335,731. INVESTMENT FEES -6,153.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD 335,731. INVESTMENT FEES -6,153.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0639725
IRS990ScheduleD/TotalExpensesPerForm990Amt01542978
IRS990ScheduleD/TotalRevenuePerForm990Amt01580441
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01908603
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01961913
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,911,505
Liabilities
$159,326
Net assets
$3,752,179
Revenue
$1,580,441
Expenses
$1,542,978
Net income
$37,463
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
2018Detailed filing. Detailed filing data is available for this year.$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
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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