Civic Intelligence

Marbridge Foundation Inc.

990 • Fiscal year 2017 • EIN 74-1183095

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 23, 2018

Organization ProfileWWW.MARBRIDGE.ORG

View Organization Page

PO Box 2250Manchaca, TX 78652

(512) 282-1144

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.08x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.09x

Higher debt load relative to revenue than 26% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$178,319

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$21,943,487

Up $2,276,457 (+12%) from 2016

Net Assets

Up

$20,289,308

Up $2,193,156 (+12%) from 2016

Liabilities

Up

$1,654,179

Up $83,301 (+5.3%) from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin79th percentile

Revenue

Up

$18,916,642

Up $2,941,182 (+18%) from 2016

Expenses

Down

$14,856,188

Down $498,451 (-3.2%) from 2016

Net Income

Up

$4,060,454

Up $3,439,633 (+554%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$40M$30M$20M$10M$0Assets 2010: $14,404,732Liabilities 2010: $2,324,617Net Assets 2010: $12,080,1152010Assets 2011: $14,785,555Liabilities 2011: $2,288,639Net Assets 2011: $12,496,9162011Assets 2012: $14,735,016Liabilities 2012: $2,166,004Net Assets 2012: $12,569,0122012Assets 2013: $18,892,409Liabilities 2013: $2,149,952Net Assets 2013: $16,742,4572013Assets 2014: $19,694,055Liabilities 2014: $2,162,424Net Assets 2014: $17,531,6312014Assets 2015: $20,501,005Liabilities 2015: $2,688,615Net Assets 2015: $17,812,3902015Assets 2016: $19,667,030Liabilities 2016: $1,570,878Net Assets 2016: $18,096,1522016Assets 2017: $21,943,487Liabilities 2017: $1,654,179Net Assets 2017: $20,289,3082017Assets 2018: $24,465,744Liabilities 2018: $2,240,845Net Assets 2018: $22,224,8992018Assets 2019: $25,161,639Liabilities 2019: $1,703,271Net Assets 2019: $23,458,3682019Assets 2020: $27,617,019Liabilities 2020: $3,670,875Net Assets 2020: $23,946,1442020Assets 2021: $30,327,535Liabilities 2021: $2,528,161Net Assets 2021: $27,799,3742021Assets 2022: $34,167,358Liabilities 2022: $2,769,082Net Assets 2022: $31,398,2762022Assets 2023: $31,347,519Liabilities 2023: $2,267,528Net Assets 2023: $29,079,9912023Assets 2024: $31,129,794Liabilities 2024: $2,333,637Net Assets 2024: $28,796,1572024

Highlighted filing

2017

Assets$21,943,487
Liabilities$1,654,179
Net Assets$20,289,308
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $10,953,4752010Expenses 2011: $12,196,1162011Expenses 2012: $12,572,6202012Expenses 2013: $12,814,8402013Revenue 2014: $13,986,747Expenses 2014: $13,373,711Net Income 2014: $613,0362014Revenue 2015: $14,431,948Expenses 2015: $14,264,921Net Income 2015: $167,0272015Revenue 2016: $15,975,460Expenses 2016: $15,354,639Net Income 2016: $620,8212016Revenue 2017: $18,916,642Expenses 2017: $14,856,188Net Income 2017: $4,060,4542017Revenue 2018: $16,887,147Expenses 2018: $15,109,883Net Income 2018: $1,777,2642018Revenue 2019: $16,332,942Expenses 2019: $15,499,557Net Income 2019: $833,3852019Revenue 2020: $16,613,688Expenses 2020: $16,239,060Net Income 2020: $374,6282020Revenue 2021: $20,296,302Expenses 2021: $17,474,124Net Income 2021: $2,822,1782021Revenue 2022: $22,446,270Expenses 2022: $17,976,739Net Income 2022: $4,469,5312022Revenue 2023: $17,143,468Expenses 2023: $19,769,442Net Income 2023: -$2,625,9742023Revenue 2024: $20,225,749Expenses 2024: $20,896,914Net Income 2024: -$671,1652024

Highlighted filing

2017

Revenue$18,916,642
Expenses$14,856,188
Net Income$4,060,454
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 23, 2018
Return Version
2016v3.0
Gross Receipts
$19,028,889
Mission and Program Overview

Mission

Marbridge is a non-profit residential community that offers transitional and lifetime care to adults with a wide range of cognitive abilities, and provides them opportunities to learn, experience and achieve a whole new life.

Marbridge is a non-profit residential community that offers transitional and lifetime care to adults with a wide range of cognitive abilities, and provides them opportunities to learn, experience and achieve a whole new life.our mission is to help adults with intellectual disabilities reach their highest potential. Marbridge offers residents a unique full spectrum of residential care and training and provides their families the security of knowing they can have a college-like post secondary living experience or a life-long residence.our care philosophy focuses on abilities, not disabilities, and we assist residents to grow and achieve the highest independence possible. Each of our four care centers provides a different level of care, support and guidance - all predicated on one's level of independence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,245,123$11,519,209▼ $725,914
Cash and Non-Interest-Bearing Accounts$8,050$5,301,097▲ $5,293,047
Investments in Publicly Traded Securities$2,394,942$2,777,631▲ $382,689
Savings and Temporary Cash Investments$1,284,808$887,939▼ $396,869
Pledges and Grants Receivable$132,407$642,405▲ $509,998
Accounts Receivable$293,713$378,251▲ $84,538
Investments Other Securities-$171,328-
Prepaid Expenses and Deferred Charges$23,847$31,544▲ $7,697
Total Assets$19,667,030$21,943,487▲ $2,276,457
Other Assets Total$3,284,140$234,083▼ $3,050,057
Liabilities
Accounts Payable and Accrued Expenses$653,900$857,911▲ $204,011
Other Liabilities$400,119$420,400▲ $20,281
Mortgage Notes Payable Secured by Investment Property$431,551$338,067▼ $93,484
Deferred Revenue$85,308$37,801▼ $47,507
Total Liabilities$1,570,878$1,654,179▲ $83,301
Net Assets / Fund Balance
Unrestricted Net Assets$15,339,803$18,100,778▲ $2,760,975
Temporarily Rstr Net Assets$764,182$2,188,530▲ $1,424,348
Permanently Rstr Net Assets$1,992,167$0▼ $1,992,167
Total Net Assets Fund Balance$18,096,152$20,289,308▲ $2,193,156
Total Liabilities and Net Assets / Fund Balance$19,667,030$21,943,487▲ $2,276,457

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,772,936$8,074,066$16,847,002
Equipment$660,268$1,122,841$1,783,109
Other Land Buildings$707,262$952,561$1,659,823
Land$954,246-$954,246
Leasehold Improvements$424,497$365,880$790,377

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,123,250-▲ $260,160-$2,274,750
2015$2,204,803-▲ $25,986-$2,123,250
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James F StaceyPresident/trusteeFT$161,556$16,763$178,319
Scott McavoyVP OperationsFT$134,002$19,044$153,046
David ErpsVP CFOFT$123,514$9,977$133,491
Michelle LevyVP DevelopmentFT$89,865$9,756$99,621

Board Members and Trustees

NameTitle
He DickChairman
Jd HeadTrustee
Jm BellTrustee
Julia NickersonTrustee
Michael MoultonTrustee
Ra CabreraTrustee
St MatthewsTrustee
TM O'BRIENTrustee
Th LeydenTrustee
Cd PerrySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Rehabcare Group East INC Dba RehabcaTherapy ServicesPO BOX 503534, St Louis, MO 63150-3534$506,587
Revenue and Support

Revenue Composition

Contributions and Grants
$3,067,025
Program Service Revenue
$12,550,681
Investment Income
$3,203,193
Other Revenue
$95,743
All Other Contributions
$3,067,025
Change in Net Assets
$4,060,454

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,916,642
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$516,111
Total Revenue per Audited Statements
$19,432,753
Total Revenue per Form 990
$18,916,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,613,617
Other Expenses$5,172,749
Total Fundraising Expense$397,853
Grants and Similar Amounts Paid$69,822
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,814,746$1,440,762$185,652$7,441,160
Other Employee Benefits$779,746$126,406$19,505$925,657
Depreciation Depletion$845,172$59,405-$904,577
Payroll Taxes$453,366$109,421$14,426$577,213
Current Officers, Directors, Trustees, and Key Employees$441,276$108,847$14,354$564,477
Occupancy$420,601$36,202-$456,803
All Other Expenses$334,384$52,542$27,568$414,494
Fees for Services Other$273,778$76,084$10,402$360,264
Insurance$218,359$39,181$100$257,640
Other Expenses$167,130$3,417-$170,547
Office Expenses$104,013$55,433$9,280$168,726
Advertising$34,799$53,987$66,511$155,297
Information Technology$88,113$28,570$26,079$142,762
Pension Plan Contributions$71,939$28,244$4,927$105,110
Travel$55,940$25,989$19,049$100,978
Fees for Services Accounting-$85,120-$85,120
Fees for Services Legal-$83,069-$83,069
Grants to Domestic Individuals$69,822--$69,822
Interest$1,234$19,992-$21,226
Total Functional Expenses$11,909,132$2,549,203$397,853$14,856,188

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$14,964,847
Expenses per Audited Statements$14,856,187
Total Expenses per Form 990$14,856,187
Expenses Not Reported on Form 990$108,660
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
RESIDENTS' FUND$375,675
Deferred Lifetime Care Income$44,725
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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is sent to the finance committee for review. All trustees will receive a copy of the form 990 prior to filing.”

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

“Trustees are evaluated on an annual basis by the administrative committee at which time potential conflicts of interest would be addressed.”

Form 990, Part VI, Section B, Line 15

“The compensation committee of the board determines officer's wages.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing and organizational documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Marbridge Foundation Inc
EIN
74-1183095
Phone
5122821144
Address
PO BOX 2250, MANCHACA, TX 78652

Signing Officer

Name
Chris Lynch
Title
VP-finance
Phone
5122821144
Signed
2018-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Stacey
Formed
1953
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
10
Employees
424
Volunteers
191

Preparer

Firm
Maxwell Locke & Ritter Llp
Address
401 CONGRESS AVENUE SUITE 1100, AUSTIN, TX 78701-9682
Preparer
Sean Holcomb
Phone
5123703200
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

“In addition to residential care centers, marbridge also offers skilled nursing care and rehabilitation therapy through its villa and bridges centers.”

FORM 990, PART XI, LINE 9:

“Marbridge foundation assistance trust -2,123,249.”

FORM 990, PART XII, LINE 2C:

“The process of selecting an independent accountant and overseeing the audit of the financial statements has not changed from the prior year.”

FORM 990, PART XI, LINE 9 EXPLANATION:

“To remove marbridge foundation assistance trust from separate entity financial statement reporting for marbridge foundation, inc.”

Financial Statement Notes

PART V, LINE 4:

“The mfat (the entity that holds the endowment) was established to allow the granting of financial assistance to qualified and needy individual residents. Determinations of the recipients and amounts of the mfat's assistance awards are made on the basis of reviews of individual circumstances and financial need made by the executive committee of the foundation's board.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Marbridge foundation assistance trust 260,160.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Marbridge foundation assistance trust 108,660.”

Raw XML AppendixShowing 400 of 666 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/ActivityOrMissionDesc0MARBRIDGE IS A NON-PROFIT RESIDENTIAL COMMUNITY THAT OFFERS TRANSITIONAL AND LIFETIME CARE TO ADULTS WITH A WIDE RANGE OF COGNITIVE ABILITIES, AND PROVIDES THEM OPPORTUNITIES TO LEARN, EXPERIENCE AND ACHIEVE A WHOLE NEW LIFE.OUR MISSION IS TO HELP ADULTS WITH INTELLECTUAL DISABILITIES REACH THEIR HIGHEST POTENTIAL. MARBRIDGE OFFERS RESIDENTS A UNIQUE FULL SPECTRUM OF RESIDENTIAL CARE AND TRAINING AND PROVIDES THEIR FAMILIES THE SECURITY OF KNOWING THEY CAN HAVE A COLLEGE-LIKE POST SECONDARY LIVING EXPERIENCE OR A LIFE-LONG RESIDENCE.OUR CARE PHILOSOPHY FOCUSES ON ABILITIES, NOT DISABILITIES, AND WE ASSIST RESIDENTS TO GROW AND ACHIEVE THE HIGHEST INDEPENDENCE POSSIBLE. EACH OF OUR FOUR CARE CENTERS PROVIDES A DIFFERENT LEVEL OF CARE, SUPPORT AND GUIDANCE - ALL PREDICATED ON ONE'S LEVEL OF INDEPENDENCE.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11141723
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12123514
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1389865
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP DEVELOPMENT
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IRS990/Form990TFiledInd01
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt03017960
IRS990/GainOrLossGrp/SecuritiesAmt0180037
IRS990/GamingActivitiesInd00
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IRS990/GrantAmt069822
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt069822
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt069822
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03077121
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0233123
IRS990/GrossReceiptsAmt019028889
IRS990/GrossRentsGrp/RealAmt032727
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt026079
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt028570
IRS990/InformationTechnologyGrp/ProgramServicesAmt088113
IRS990/InformationTechnologyGrp/TotalAmt0142762
IRS990/InsuranceGrp/FundraisingAmt0100
IRS990/InsuranceGrp/ManagementAndGeneralAmt039181
IRS990/InsuranceGrp/ProgramServicesAmt0218359
IRS990/InsuranceGrp/TotalAmt0257640
IRS990/InterestGrp/ManagementAndGeneralAmt019992
IRS990/InterestGrp/ProgramServicesAmt01234
IRS990/InterestGrp/TotalAmt021226
IRS990/InvestmentIncomeGrp/ExclusionAmt05196
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05196
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0171328
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02394942
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02777631
IRS990/IRPDocumentCnt069
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010515348
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012245123
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011519209
IRS990/LandBldgEquipCostOrOtherBssAmt022034557
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt059161
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt053086
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MARBRIDGE IS A NON-PROFIT RESIDENTIAL COMMUNITY THAT OFFERS TRANSITIONAL AND LIFETIME CARE TO ADULTS WITH A WIDE RANGE OF COGNITIVE ABILITIES, AND PROVIDES THEM OPPORTUNITIES TO LEARN, EXPERIENCE AND ACHIEVE A WHOLE NEW LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0431551
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0338067
IRS990/NetAssetsOrFundBalancesBOYAmt018096152
IRS990/NetAssetsOrFundBalancesEOYAmt020289308
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03197997
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03197997
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt032727
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt032727
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0255951
IRS990/NoncashContributionsAmt013453
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt036202
IRS990/OccupancyGrp/ProgramServicesAmt0420601
IRS990/OccupancyGrp/TotalAmt0456803
IRS990/OfficeExpensesGrp/FundraisingAmt09280
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt055433
IRS990/OfficeExpensesGrp/ProgramServicesAmt0104013
IRS990/OfficeExpensesGrp/TotalAmt0168726
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03284140
IRS990/OtherAssetsTotalGrp/EOYAmt0234083
IRS990/OtherChangesInNetAssetsAmt0-2123249
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt019505
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0126406
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0779746
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0925657
IRS990/OtherExpensesGrp/Desc0GROCERIES
IRS990/OtherExpensesGrp/Desc1MEDICAL SERVICES, DRUGS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014302
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1102230
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23417
IRS990/OtherExpensesGrp/ProgramServicesAmt0830807
IRS990/OtherExpensesGrp/ProgramServicesAmt1770766
IRS990/OtherExpensesGrp/ProgramServicesAmt2133141
IRS990/OtherExpensesGrp/ProgramServicesAmt3167130
IRS990/OtherExpensesGrp/TotalAmt0845109
IRS990/OtherExpensesGrp/TotalAmt1770766
IRS990/OtherExpensesGrp/TotalAmt2235371
IRS990/OtherExpensesGrp/TotalAmt3170547
IRS990/OtherLiabilitiesGrp/BOYAmt0400119
IRS990/OtherLiabilitiesGrp/EOYAmt0420400
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0185652
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01440762
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05814746
IRS990/OtherSalariesAndWagesGrp/TotalAmt07441160
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014426
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0109421
IRS990/PayrollTaxesGrp/ProgramServicesAmt0453366
IRS990/PayrollTaxesGrp/TotalAmt0577213
IRS990/PensionPlanContributionsGrp/FundraisingAmt04927
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt028244
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt071939
IRS990/PensionPlanContributionsGrp/TotalAmt0105110
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01992167
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0132407
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0642405
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023847
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031544
IRS990/PrincipalOfficerNm0JAMES STACEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/Desc2LIFETIME CARE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012521511
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt128122
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21048
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012521511
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt128122
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21048
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03154620
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0200760
IRS990/PYInvestmentIncomeAmt0320727
IRS990/PYOtherExpensesAmt05478884
IRS990/PYOtherRevenueAmt0168813
IRS990/PYProgramServiceRevenueAmt012331300
IRS990/PYRevenuesLessExpensesAmt0620821
IRS990/PYSalariesCompEmpBnftPaidAmt09674995
IRS990/PYTotalExpensesAmt015354639
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015975460
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04060454
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt032727
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012550681
IRS990/RoyaltiesRevenueGrp/ExclusionAmt056498
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt063016
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt06518
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01284808
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0887939
IRS990ScheduleA/SchoolInd0X
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/BookValueAmt08772936
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08074066
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016847002
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt028660
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02123250
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02274750
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt080000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0260160
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt027539
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02204803
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02123250

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,943,487
Liabilities
$1,654,179
Net assets
$20,289,308
Revenue
$18,916,642
Expenses
$14,856,188
Net income
$4,060,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.1$2.33$28.8$20.2$20.9$0.67
2023Detailed filing. Detailed filing data is available for this year.$31.3$2.27$29.1$17.1$19.8$2.63
2022Detailed filing. Detailed filing data is available for this year.$34.2$2.77$31.4$22.4$18.0$4.47
2021Detailed filing. Detailed filing data is available for this year.$30.3$2.53$27.8$20.3$17.5$2.82
2020Detailed filing. Detailed filing data is available for this year.$27.6$3.67$23.9$16.6$16.2$0.37
2019Detailed filing. Detailed filing data is available for this year.$25.2$1.70$23.5$16.3$15.5$0.83
2018Detailed filing. Detailed filing data is available for this year.$24.5$2.24$22.2$16.9$15.1$1.78
2017Detailed filing. Detailed filing data is available for this year.$21.9$1.65$20.3$18.9$14.9$4.06
2016Detailed filing. Detailed filing data is available for this year.$19.7$1.57$18.1$16.0$15.4$0.62
2015Detailed filing. Detailed filing data is available for this year.$20.5$2.69$17.8$14.4$14.3$0.17
2014Detailed filing. Detailed filing data is available for this year.$19.7$2.16$17.5$14.0$13.4$0.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$2.15$16.7$12.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$2.17$12.6$12.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$2.29$12.5$12.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$2.32$12.1$11.0