Civic Intelligence

Oak Alley Foundation

990 • Fiscal year 2015 • EIN 72-6032652

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 10, 2016

Organization Profilewww.oakalleyplantation.com
3645 Hwy 18Vacherie, LA 70090

(225) 265-2151

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.02x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

52nd percentile

4.2%

Faster revenue growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,807,753

Up $723,696 (+23%) from 2014

Net Assets

Up

$3,704,304

Up $886,138 (+31%) from 2014

Liabilities

Down

$103,449

Down $162,442 (-61%) from 2014

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin79th percentile

Revenue

Up

$4,222,530

Up $171,331 (+4.2%) from 2014

Expenses

Up

$3,400,918

Up $298,907 (+9.6%) from 2014

Net Income

Down

$821,612

Down $127,576 (-13%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$10M$5.0M$0Assets 2011: $1,779,660Liabilities 2011: $474,8792011Assets 2012: $1,921,867Liabilities 2012: $426,4622012Assets 2013: $2,237,127Liabilities 2013: $368,149Net Assets 2013: $1,868,9782013Assets 2014: $3,084,057Liabilities 2014: $265,891Net Assets 2014: $2,818,1662014Assets 2015: $3,807,753Liabilities 2015: $103,449Net Assets 2015: $3,704,3042015Assets 2016: $4,917,584Liabilities 2016: $87,787Net Assets 2016: $4,829,7972016Assets 2017: $5,817,492Liabilities 2017: $73,375Net Assets 2017: $5,744,1172017Assets 2018: $6,756,856Liabilities 2018: $64,056Net Assets 2018: $6,692,8002018Assets 2019: $8,022,006Liabilities 2019: $60,526Net Assets 2019: $7,961,4802019Assets 2020: $7,235,786Liabilities 2020: $1,053,129Net Assets 2020: $6,182,6572020Assets 2021: $6,820,737Liabilities 2021: $27,873Net Assets 2021: $6,792,8642021Assets 2022: $7,808,485Liabilities 2022: $164,692Net Assets 2022: $7,643,7932022Assets 2023: $8,419,785Liabilities 2023: $126,814Net Assets 2023: $8,292,9712023Assets 2024: $9,193,308Liabilities 2024: $51,992Net Assets 2024: $9,141,3162024

Highlighted filing

2015

Assets$3,807,753
Liabilities$103,449
Net Assets$3,704,304
Open 2015 Filing

Operations Trend

Revenue Growth52nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,616,764Expenses 2011: $2,593,599Net Income 2011: $23,1652011Revenue 2012: $3,128,761Expenses 2012: $2,938,137Net Income 2012: $190,6242012Revenue 2013: $2,797,490Expenses 2013: $2,423,917Net Income 2013: $373,5732013Revenue 2014: $4,051,199Expenses 2014: $3,102,011Net Income 2014: $949,1882014Revenue 2015: $4,222,530Expenses 2015: $3,400,918Net Income 2015: $821,6122015Revenue 2016: $4,351,104Expenses 2016: $3,295,022Net Income 2016: $1,056,0822016Revenue 2017: $4,389,531Expenses 2017: $3,475,211Net Income 2017: $914,3202017Revenue 2018: $4,961,296Expenses 2018: $4,012,613Net Income 2018: $948,6832018Revenue 2019: $5,426,806Expenses 2019: $4,158,126Net Income 2019: $1,268,6802019Revenue 2020: $1,666,504Expenses 2020: $3,445,327Net Income 2020: -$1,778,8232020Revenue 2021: $3,515,106Expenses 2021: $2,904,899Net Income 2021: $610,2072021Revenue 2022: $4,346,276Expenses 2022: $3,495,347Net Income 2022: $850,9292022Revenue 2023: $4,435,843Expenses 2023: $3,786,665Net Income 2023: $649,1782023Revenue 2024: $4,661,412Expenses 2024: $3,813,067Net Income 2024: $848,3452024

Highlighted filing

2015

Revenue$4,222,530
Expenses$3,400,918
Net Income$821,612
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 10, 2016
Return Version
2015v2.1
Gross Receipts
$4,247,275
Mission and Program Overview

Mission

Oak Alley Foundation's mission is to preserve a piece of the Louisiana Plantation culture of the 19th century. Programs and exhibits are designed to teach visitors from all over the world about life during this period.

Oak Alley Foundation is a 501(c)(3) public nonprofit trust organized and operated exclusively for charitable, literary and educational purposes. Its trustees are charged with maintaining and preserving the Oak Alley Plantaion mansion (Big House) and surrounding twenty-five (25) acre National Historic Landmark site for public exhibition as an historical monument to the times and era during which the property was built and for the instruction, education, enlightenment, information, edification and cultural benefit of the citizens of the State of Louisiana, and United States and the public generally. Oak Alley had over 230,000 visitors during 2015.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,818,166$3,704,304▲ $886,138
Cash and Non-Interest-Bearing Accounts$1,584,870$1,987,396▲ $402,526
Land, Buildings, and Equipment, Net$1,413,725$1,734,781▲ $321,056
Savings and Temporary Cash Investments$85,462$85,576▲ $114
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,084,057$3,807,753▲ $723,696
Liabilities
Mortgage Notes Payable Secured by Investment Property$221,004$52,169▼ $168,835
Deferred Revenue$44,887$51,280▲ $6,393
Total Liabilities$265,891$103,449▼ $162,442
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,818,166$3,704,304▲ $886,138
Total Liabilities and Net Assets / Fund Balance$3,084,057$3,807,753▲ $723,696

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$654,419$639,877$1,294,296
Buildings$659,977$384,468$1,044,445
Other Land Buildings$40,562$653,209$693,771
Leasehold Improvements$131,849$225,303$357,152
Land$247,974-$247,974
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Shelby M SaerChairperson
Jonathan MayhewBoard trustee
John K SaerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Liskow & LewisLegal services701 Poydras ST Ste 5000, New Orleans, LA 70139$207,151
Revenue and Support

Revenue Composition

Contributions and Grants
$28,438
Program Service Revenue
$4,170,481
Investment Income
$27,680
Other Revenue
$-4,069
All Other Contributions
$24,603
Change in Net Assets
$821,612
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,913,719
Other Expenses$1,485,739
Grants and Similar Amounts Paid$1,460
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,216,487$387,978-$1,604,465
All Other Expenses$242,286--$242,286
Office Expenses$101,900$133,424-$235,324
Fees for Services Legal-$207,151-$207,151
Other Employee Benefits$184,786--$184,786
Depreciation Depletion$147,056--$147,056
Payroll Taxes$124,468--$124,468
Occupancy$101,665$96-$101,761
Insurance$93,573--$93,573
Advertising$80,726--$80,726
Other Expenses$51,245--$51,245
Travel$3,161$5,162-$8,323
Fees for Services Other$6,947--$6,947
Fees for Services Accounting-$6,796-$6,796
Conferences and Meetings$4,053--$4,053
Interest$2,187--$2,187
Grants to Domestic Orgs$1,460--$1,460
Total Functional Expenses$2,660,311$740,607$0$3,400,918
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
Zeb Mayhew JrFamily of board memberEmployee SalaryNo$88,436
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“The chairman of the board, Shelby Saer, has a family relationship with another board member, John Saer.”

Form 990, Part VI, Section B, line 11

“The board meets with the Certified Public Accountant who prepared the return at least annually to review the return. A draft copy of the Form 990 is provided to the board for its approval each year prior to filing the return.”

Form 990, Part VI, Section C, line 19

“The organization places an advertisement in the New Orleans Times Picayune each year stating that the annual report is available for inspection at its offices.”

Filing and Contact Details

Filer

Filer Name
Oak Alley Foundation
EIN
72-6032652
Phone
2252652151
Address
3645 HWY 18, Vacherie, LA 70090

Signing Officer

Name
Shelby Saer
Title
Chairperson
Phone
2252652151
Signed
2016-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelby Saer
Formed
1967
Legal Domicile
La
Voting Board Members
3
Independent Board Members
3
Employees
90
Volunteers
1

Preparer

Firm
David Kirk Stirton CPA
Address
650 Poydras St Suite 2250, New Orleans, LA 70130
Preparer
Kirk Stirton
Phone
5045689881
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Cash Accrual Conversion 64,526.”

Financial Statement Notes

Schedule D Part III Organizations Maintaining Collection of Art, Historical

“Oak Alley Foundation owns an historical plantation house that exhibits artworks, antiques and equipment of the plantation house era. There is no appraised value for the buildings and their contents. The organization does not have compiled, reviewed or audited financial statements. The collection was acquired by purchase at auctions and various other retailers over many years.”

Raw XML AppendixShowing 400 of 433 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/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04051199
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0821612
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-4161
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04193886
IRS990/RoyaltiesRevenueGrp/ExclusionAmt092
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt092
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02818166
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03704304
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085462
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085576
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0206
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0197
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0217
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0289
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0557
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01466
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04170573
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04099570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03678933
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03128640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02613863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017691579
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0206
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0197
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0217
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0289
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0557
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01466
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt017734643
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04199011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04104387
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03688742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03128640
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02613863
IRS990ScheduleA/Total509Grp/TotalAmt017734643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04199217
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04104584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03688959
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03128929
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02614420
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt017736109
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/BuildingsGrp/BookValueAmt0659977
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0384468
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01044445
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0654419
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0639877
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01294296
IRS990ScheduleD/LandGrp/BookValueAmt0247974
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0247974
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0131849
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0225303
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0357152
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt040562
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0653209
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0693771
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Oak Alley Foundation owns an historical plantation house that exhibits artworks, antiques and equipment of the plantation house era. There is no appraised value for the buildings and their contents. The organization does not have compiled, reviewed or audited financial statements. The collection was acquired by purchase at auctions and various other retailers over many years.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D Part III Organizations Maintaining Collection of Art, Historical
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01734781
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Zeb Mayhew Jr
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Family of board member
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt088436
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Employee Salary
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The chairman of the board, Shelby Saer, has a family relationship with another board member, John Saer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board meets with the Certified Public Accountant who prepared the return at least annually to review the return. A draft copy of the Form 990 is provided to the board for its approval each year prior to filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization places an advertisement in the New Orleans Times Picayune each year stating that the annual report is available for inspection at its offices.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Cash Accrual Conversion 64,526.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0LA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03084057
IRS990/TotalAssetsEOYAmt03807753
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IRS990/TotalAssetsGrp/EOYAmt03807753
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt028438
IRS990/TotalEmployeeCnt090
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0740607
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02660311
IRS990/TotalFunctionalExpensesGrp/TotalAmt03400918
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0265891
IRS990/TotalLiabilitiesEOYAmt0103449
IRS990/TotalLiabilitiesGrp/BOYAmt0265891
IRS990/TotalLiabilitiesGrp/EOYAmt0103449
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02818166
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03704304
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0380
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0380
IRS990/TotalProgramServiceExpensesAmt02660311
IRS990/TotalProgramServiceRevenueAmt04170481
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0206
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04193886
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04222530
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03084057
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03807753
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt05162
IRS990/TravelGrp/ProgramServicesAmt03161
IRS990/TravelGrp/TotalAmt08323
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt066 Husted Lane
IRS990/USAddress/CityNm0Greenwich
IRS990/USAddress/StateAbbreviationCd0CT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,807,753
Liabilities
$103,449
Net assets
$3,704,304
Revenue
$4,222,530
Expenses
$3,400,918
Net income
$821,612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.19$0.05$9.14$4.66$3.81$0.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.42$0.13$8.29$4.44$3.79$0.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.81$0.16$7.64$4.35$3.50$0.85
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$0.03$6.79$3.52$2.90$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.24$1.05$6.18$1.67$3.45$1.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.02$0.06$7.96$5.43$4.16$1.27
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.76$0.06$6.69$4.96$4.01$0.95
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.07$5.74$4.39$3.48$0.91
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.09$4.83$4.35$3.30$1.06
2015Detailed filing. Detailed filing data is available for this year.$3.81$0.10$3.70$4.22$3.40$0.82
2014Summary only. Only limited summary data is available for this year.$3.08$0.27$2.82$4.05$3.10$0.95
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.37$1.87$2.80$2.42$0.37
2012Summary only. Only limited summary data is available for this year.$1.92$0.43$3.13$2.94$0.19
2011Summary only. Only limited summary data is available for this year.$1.78$0.47$2.62$2.59$0.02