Civic Intelligence

Three Roots Capital

990 • Fiscal year 2020 • EIN 62-1624472

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

Organization ProfileWWW.3ROOTSCAPITAL.ORG

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12640 Kingston PikeKnoxville, TN 37934

(865) 220-1716

Siviq Scores

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

Liabilities / Assets

91st percentile

0.98x

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

46.02x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$290,169

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

40th percentile

3.4%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

11%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$86,877,405

Up $2,851,146 (+3.4%) from 2019

Net Assets

Up

$1,503,916

Up $618,032 (+70%) from 2019

Liabilities

Up

$85,373,489

Up $2,233,114 (+2.7%) from 2019

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin85th percentile

Revenue

Up

$1,855,157

Up $184,997 (+11%) from 2019

Expenses

Down

$1,237,125

Down $116,499 (-8.6%) from 2019

Net Income

Up

$618,032

Up $301,496 (+95%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$200M$150M$100M$50M$0Assets 2011: $3,367,054Liabilities 2011: $1,240,796Net Assets 2011: $2,126,2582011Assets 2012: $3,091,183Liabilities 2012: $1,257,539Net Assets 2012: $1,833,6442012Assets 2013: $2,136,978Liabilities 2013: $369,909Net Assets 2013: $1,767,0692013Assets 2014: $1,712,218Liabilities 2014: $245,594Net Assets 2014: $1,466,6242014Assets 2015: $1,570,665Liabilities 2015: $233,674Net Assets 2015: $1,336,9912015Assets 2016: $15,520,488Liabilities 2016: $15,143,392Net Assets 2016: $377,0962016Assets 2017: $51,274,510Liabilities 2017: $50,839,987Net Assets 2017: $434,5232017Assets 2018: $66,143,194Liabilities 2018: $65,573,846Net Assets 2018: $569,3482018Assets 2019: $84,026,259Liabilities 2019: $83,140,375Net Assets 2019: $885,8842019Assets 2020: $86,877,405Liabilities 2020: $85,373,489Net Assets 2020: $1,503,9162020Assets 2021: $108,470,074Liabilities 2021: $105,253,502Net Assets 2021: $3,216,5722021Assets 2022: $128,659,022Liabilities 2022: $123,707,474Net Assets 2022: $4,951,5482022Assets 2023: $176,294,267Liabilities 2023: $169,744,249Net Assets 2023: $6,550,0182023Assets 2024: $190,127,014Liabilities 2024: $180,662,322Net Assets 2024: $9,464,6922024

Highlighted filing

2020

Assets$86,877,405
Liabilities$85,373,489
Net Assets$1,503,916
Open 2020 Filing

Operations Trend

Revenue Growth71st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,975,6982011Expenses 2012: $2,298,1772012Revenue 2013: $2,803,204Expenses 2013: $2,871,896Net Income 2013: -$68,6922013Revenue 2014: $1,640,385Expenses 2014: $1,940,410Net Income 2014: -$300,0252014Revenue 2015: $1,629,386Expenses 2015: $1,758,683Net Income 2015: -$129,2972015Revenue 2016: -$80,969Expenses 2016: $878,926Net Income 2016: -$959,8952016Revenue 2017: $718,192Expenses 2017: $660,765Net Income 2017: $57,4272017Revenue 2018: $979,110Expenses 2018: $844,285Net Income 2018: $134,8252018Revenue 2019: $1,670,160Expenses 2019: $1,353,624Net Income 2019: $316,5362019Revenue 2020: $1,855,157Expenses 2020: $1,237,125Net Income 2020: $618,0322020Revenue 2021: $3,110,198Expenses 2021: $1,397,542Net Income 2021: $1,712,6562021Revenue 2022: $3,463,266Expenses 2022: $1,728,290Net Income 2022: $1,734,9762022Revenue 2023: $3,754,391Expenses 2023: $2,155,921Net Income 2023: $1,598,4702023Revenue 2024: $6,836,645Expenses 2024: $3,921,971Net Income 2024: $2,914,6742024

Highlighted filing

2020

Revenue$1,855,157
Expenses$1,237,125
Net Income$618,032
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.1
Gross Receipts
$1,855,157
Mission and Program Overview

Mission

Community development in east tennessee and southern appalachiathrough access to capital and job creation.

Access to capital and advisory services that create successful outcomes for clients and partners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$39,793,339$45,106,527▲ $5,313,188
Savings and Temporary Cash Investments$615,395$930,870▲ $315,475
Prepaid Expenses and Deferred Charges$13,496$14,625▲ $1,129
Land, Buildings, and Equipment, Net$8,550$5,458▼ $3,092
Total Assets$84,026,259$86,877,405▲ $2,851,146
Other Assets Total$43,595,479$40,819,925▼ $2,775,554
Liabilities
Mortgage Notes Payable Secured by Investment Property$82,882,483$85,152,768▲ $2,270,285
Deferred Revenue$172,306$142,002▼ $30,304
Accounts Payable and Accrued Expenses$85,586$78,719▼ $6,867
Total Liabilities$83,140,375$85,373,489▲ $2,233,114
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$885,884$1,503,916▲ $618,032
Total Net Assets Fund Balance$885,884$1,503,916▲ $618,032
Total Liabilities and Net Assets / Fund Balance$84,026,259$86,877,405▲ $2,851,146

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,501$31,167$35,668
Leasehold Improvements$957$12,898$13,855
Other Assets Org$45,708--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Grady VanderhoofvenPresident & CEOFT$198,000$92,169$290,169
Chris MillerCFOFT$144,375$56,655$201,030
Dennis CorleyBusiness Development and Community Relations ManagFT$135,522$21,756$157,278
Dennis CorleyBusiness Development and Community R-$132,517$24,761$157,278

Board Members and Trustees

NameTitle
David BradshawChairman
Fred TompkinsDirector
L Ray MoncriefDirector
Marianne WanamakerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$266,522
Program Service Revenue
$1,584,863
Investment Income
$3,463
Other Revenue
$309
All Other Contributions
$266,522
Change in Net Assets
$618,032

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,855,157
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,855,157
Total Revenue per Form 990
$1,855,157
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$799,940
Other Expenses$437,185
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$127,317$175,819-$303,136
Current Officers, Directors, Trustees, and Key Employees$122,325$168,925-$291,250
Other Employee Benefits$49,321$68,111-$117,432
Occupancy$56,008$44,432-$100,440
Fees for Services Accounting$14,546$43,145-$57,691
Insurance$19,185$26,493-$45,678
Pension Plan Contributions$18,991$26,226-$45,217
Payroll Taxes$18,020$24,885-$42,905
Information Technology$12,738$26,565-$39,303
Office Expenses$5,127$7,954-$13,081
Travel$1,387$1,916-$3,303
Advertising$1,314$1,814-$3,128
Depreciation Depletion$1,298$1,793-$3,091
Fees for Services Other$1,260$1,740-$3,000
Other Expenses$191$263-$454
All Other Expenses$16$23-$39
Total Functional Expenses$611,560$625,565$0$1,237,125

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,237,125
Total Expenses per Audited Statements$1,237,125
Total Expenses per Form 990$1,237,125
Expenses Not Reported on Financial Statements$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Outdoor Venture CorporationRay Moncrief, Director, Is Also a Board Member at Outdoor Venture Corp.THE ORGANIZATION HAS ONE OUTSTANDING NOTE RECEIVABLE WITH OUTDOOR VENTURE CORPORATION, WHICH ORIGINATED IN 2016. MONCRIEF WAS A DIRECTOR OF OUTDOOR VENTURE CORP SEVERAL YEARS PRIOR TO THE NOTE ISSUANCE AND BECAME A DIRECTOR OF THREE ROOTS IN 2018. THEREFORE, MONCRIEF WAS NOT A DIRECTOR OF BOTH ORGANIZATIONS WHEN THE NOTE WAS ISSUED. THE TRANSACTION IS AT ARM'S LENGTH AND FAIR MARKET VALUE.No$1,500,000
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 35% controlled entity
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 B, Line 11B

“The data for form 990 is assembled by the chief financial officer and the 990 forms are completed with the assistance of an independent cpa in conjunction with the annual audit of the financial statements. The completed form is reviewed by the president and chief executive officer. The 990 tax form is subsequently reviewed by the board of directors.”

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

“Upon entering service and then annually thereafter, questionnaires are distributed to board members, officers, key employees and senior managers related to the organization's conflict of interest policies. Responses are reviewed by the board of directors; management then prepares financial statement disclosures as appropriate. In the event of potential conflicts the person recuses themselves from both discussions and votes on any matter where a conflict exists.”

Form 990, Part VI, Section B, Line 15

“Three roots capital utilizes a compensation committee comprised of independent board members, which reviews and approves the compensation of the ceo/president. The ceo/president review and approve the compensation of all other officers and employees of the corporation. Each package is reviewed in conjunction with a job description and performance review. Outside consultants and comparative compensation data may be utilized regarding specific issues when/if appropriate, as determined by the board of directors. Minutes of meetings and documentation of compensation packages are maintained.”

Form 990, Part VI, Section C, Line 19

“Three roots capital makes its organizing documents and policy statements available upon request. Financial statements are presented regularly to various internal committees and the full board. The board consists of community members.”

Filing and Contact Details

Filer

Filer Name
Three Roots Capital
EIN
62-1624472
Phone
8652201716
Address
12640 KINGSTON PIKE, KNOXVILLE, TN 37934

Signing Officer

Name
Chris Miller
Title
CFO
Phone
8652201716
Signed
2021-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Miller
Formed
1995
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
5
Employees
6
Volunteers
4

Preparer

Firm
Elliott Davis Llcpllc
Address
629 MARKET STREET SUITE 100, CHATTANOOGA, TN 37402
Preparer
Eric Myers
Phone
4237567100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting fees: program service expenses 1,260. Management and general expenses 1,740. Fundraising expenses 0. Total expenses 3,000.”

Form 990, Part XII, Line 2C

“There has been no significant or material change from prior years.”

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and relevant state regulations. Accordingly, income tax expense is limited to the activities that are deemed by the internal revenue service to be unrelated to the organization's exempt purpose.”

Raw XML AppendixShowing 400 of 519 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/OtherExpensesGrp/Desc1TELEPHONE EXPENSE
IRS990/OtherExpensesGrp/Desc2DUES/SUBSCRIPTION EXPEN
IRS990/OtherExpensesGrp/Desc3CONTRACT LABOR
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03022
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12439
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2263
IRS990/OtherExpensesGrp/ProgramServicesAmt0158561
IRS990/OtherExpensesGrp/ProgramServicesAmt12189
IRS990/OtherExpensesGrp/ProgramServicesAmt21766
IRS990/OtherExpensesGrp/ProgramServicesAmt3191
IRS990/OtherExpensesGrp/TotalAmt0158561
IRS990/OtherExpensesGrp/TotalAmt15211
IRS990/OtherExpensesGrp/TotalAmt24205
IRS990/OtherExpensesGrp/TotalAmt3454
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0309
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0309
IRS990/OtherRevenueTotalAmt0309
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0175819
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0127317
IRS990/OtherSalariesAndWagesGrp/TotalAmt0303136
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt039793339
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt045106527
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024885
IRS990/PayrollTaxesGrp/ProgramServicesAmt018020
IRS990/PayrollTaxesGrp/TotalAmt042905
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt026226
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018991
IRS990/PensionPlanContributionsGrp/TotalAmt045217
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013496
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014625
IRS990/PrincipalOfficerNm0CHRIS MILLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/Desc0LOAN PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1ADVISORY & EQUITY CAPI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01557867
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126996
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01557867
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126996
IRS990/ProgSrvcAccomActy2Grp/Desc0ADVISORY SERVICES - THREE ROOTS CAPITAL PROVIDES ADVISORY SERVICES TO CLIENT COMPANIES AND COMMUNITY PARTNERS THROUGH TECHNICAL ASSISTANCE, MENTORSHIP, COACHING, AND OTHER ENGAGEMENT ACTIVITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0203853
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0528391
IRS990/ProgSrvcAccomActy3Grp/Desc0CAPITAL SERVICES - THREE ROOTS CAPITAL PROVIDES PROFESSIONAL SERVICES TO IMPACT-FOCUSED AND COMMUNITY DEVELOPMENT FOCUSED PRIVATE EQUITY AND VENTURE CAPITAL FUNDS. THIS ACTIVIITY INCLUDES ADMINISTRATION, BUSINESS DEVELOPMENT, COMPLIANCE, DUE DILIGENCE, PORTFOLIO MANAGEMENT, AND REPORTING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0203854
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0528391
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0244001
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0649371
IRS990/PYOtherRevenueAmt09971
IRS990/PYProgramServiceRevenueAmt01416188
IRS990/PYRevenuesLessExpensesAmt0316536
IRS990/PYSalariesCompEmpBnftPaidAmt0704253
IRS990/PYTotalExpensesAmt01353624
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01670160
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0618032
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0528390
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0615395
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0930870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0266522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0244001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0309778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0344621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0140121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01305043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03463
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0362
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03825
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04290544
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0309
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt09971
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014388
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0840
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt015823
IRS990ScheduleA/OtherIncome170Grp/TotalAmt041331
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77330
IRS990ScheduleA/PublicSupportPY170Pct00.73900
IRS990ScheduleA/PublicSupportTotal170Amt01044047
IRS990ScheduleA/SubstantialContributorsTotAmt0260996
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0266522
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0244001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0309778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0344621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0140121
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01305043
IRS990ScheduleA/TotalSupportAmt01350199
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt04501
IRS990ScheduleD/EquipmentGrp/DepreciationAmt031167
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035668
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01237125
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0957
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012898
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt013855
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt040772438
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11779
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt245708
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESTRICTED CASH
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CONTRACTS RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2VALUE OF EQUITY PORTFOLIO
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01855157
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND RELEVANT STATE REGULATIONS. ACCORDINGLY, INCOME TAX EXPENSE IS LIMITED TO THE ACTIVITIES THAT ARE DEEMED BY THE INTERNAL REVENUE SERVICE TO BE UNRELATED TO THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05458
IRS990ScheduleD/TotalBookValueOtherAssetsAmt040819925
IRS990ScheduleD/TotalExpensesPerForm990Amt01237125
IRS990ScheduleD/TotalRevenuePerForm990Amt01855157
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01855157
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01237125
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd01
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0198000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1144375
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2132517
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount060756
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount144134
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt015734
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt111379
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt28506
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt013250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt213250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt02429
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt11142
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt23005
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GRADY VANDERHOOFVEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CHRIS MILLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DENNIS CORLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,877,405
Liabilities
$85,373,489
Net assets
$1,503,916
Revenue
$1,855,157
Expenses
$1,237,125
Net income
$618,032
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$190$181$9.46$6.84$3.92$2.91
2023Summary only. Only limited summary data is available for this year.$176$170$6.55$3.75$2.16$1.60
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$129$124$4.95$3.46$1.73$1.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$108$105$3.22$3.11$1.40$1.71
2020Detailed filing. Detailed filing data is available for this year.$86.9$85.4$1.50$1.86$1.24$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.0$83.1$0.89$1.67$1.35$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.1$65.6$0.57$0.98$0.84$0.13
2017Summary only. Only limited summary data is available for this year.$51.3$50.8$0.43$0.72$0.66$0.06
2016Summary only. Only limited summary data is available for this year.$15.5$15.1$0.38$0.08$0.88$0.96
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.23$1.34$1.63$1.76$0.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.25$1.47$1.64$1.94$0.30
2013Detailed filing. Detailed filing data is available for this year.$2.14$0.37$1.77$2.80$2.87$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$1.26$1.83$2.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$1.24$2.13$2.98