Civic Intelligence

La Merced Charitable Trust

990 • Fiscal year 2021 • EIN 74-1617905

Feb 29, 2020 to Feb 28, 2021 • Filed on Jul 15, 2021

Organization ProfileN/A
413 S Virginia StMercedes, TX 78570

(956) 565-2622

Siviq Scores

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

Liabilities / Assets

49th percentile

0.04x

Higher debt load relative to assets than 49% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.09x

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

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Net Margin

43rd percentile

9.2%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

69th percentile

$6,438

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Asset Growth

45th percentile

4.6%

Faster asset growth than 45% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-24%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$1,871,571

Up $81,979 (+4.6%) from 2020

Net Assets

Up

$1,796,782

Up $80,873 (+4.7%) from 2020

Liabilities

Up

$74,789

Up $1,106 (+1.5%) from 2020

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin43rd percentile

Revenue

Down

$877,461

Down $269,805 (-24%) from 2020

Expenses

Down

$796,588

Down $336,826 (-30%) from 2020

Net Income

Up

$80,873

Up $67,021 (+484%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $613,581Liabilities 2011: $38,895Net Assets 2011: $574,6862011Assets 2012: $864,748Liabilities 2012: $21,972Net Assets 2012: $842,7762012Assets 2013: $1,013,950Liabilities 2013: $22,732Net Assets 2013: $991,2182013Assets 2014: $1,207,506Liabilities 2014: $26,378Net Assets 2014: $1,181,1282014Assets 2015: $1,442,960Liabilities 2015: $30,366Net Assets 2015: $1,412,5942015Assets 2016: $1,621,899Liabilities 2016: $119,353Net Assets 2016: $1,502,5462016Assets 2017: $1,780,979Liabilities 2017: $125,357Net Assets 2017: $1,655,6222017Assets 2018: $1,946,263Liabilities 2018: $109,679Net Assets 2018: $1,836,5842018Assets 2019: $1,882,949Liabilities 2019: $180,892Net Assets 2019: $1,702,0572019Assets 2020: $1,789,592Liabilities 2020: $73,683Net Assets 2020: $1,715,9092020Assets 2021: $1,871,571Liabilities 2021: $74,789Net Assets 2021: $1,796,7822021Assets 2022: $813,196Liabilities 2022: $70,123Net Assets 2022: $743,0732022

Highlighted filing

2021

Assets$1,871,571
Liabilities$74,789
Net Assets$1,796,782
Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $674,744Expenses 2011: $506,311Net Income 2011: $168,4332011Revenue 2012: $707,711Expenses 2012: $439,621Net Income 2012: $268,0902012Revenue 2013: $734,718Expenses 2013: $586,075Net Income 2013: $148,6432013Revenue 2014: $754,562Expenses 2014: $564,652Net Income 2014: $189,9102014Revenue 2015: $818,021Expenses 2015: $586,555Net Income 2015: $231,4662015Revenue 2016: $769,009Expenses 2016: $679,057Net Income 2016: $89,9522016Revenue 2017: $790,092Expenses 2017: $637,014Net Income 2017: $153,0782017Revenue 2018: $810,729Expenses 2018: $629,767Net Income 2018: $180,9622018Revenue 2019: $1,439,549Expenses 2019: $1,574,076Net Income 2019: -$134,5272019Revenue 2020: $1,147,266Expenses 2020: $1,133,414Net Income 2020: $13,8522020Revenue 2021: $877,461Expenses 2021: $796,588Net Income 2021: $80,8732021Revenue 2022: $4,498,919Expenses 2022: $5,552,628Net Income 2022: -$1,053,7092022

Highlighted filing

2021

Revenue$877,461
Expenses$796,588
Net Income$80,873
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 29, 2020 to Feb 28, 2021
Signed
Jul 15, 2021
Return Version
2020v4.1
Gross Receipts
$877,461
Mission and Program Overview

Mission

Provide housing for low and moderate income families.

Provide 100 homes for low and moderate income families under section 8 of the national housing act, regulated by hud.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,289,261$1,245,309▼ $43,952
Cash and Non-Interest-Bearing Accounts$352,087$488,842▲ $136,755
Prepaid Expenses and Deferred Charges$24,797$13,780▼ $11,017
Pledges and Grants Receivable$7,816$7,387▼ $429
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,789,592$1,871,571▲ $81,979
Other Assets Total$115,631$116,253▲ $622
Liabilities
Accounts Payable and Accrued Expenses$50,972$51,766▲ $794
Other Liabilities$22,711$23,023▲ $312
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$73,683$74,789▲ $1,106
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,715,909$1,796,782▲ $80,873
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,715,909$1,796,782▲ $80,873
Total Liabilities and Net Assets / Fund Balance$1,789,592$1,871,571▲ $81,979

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,099,833$1,475,393-
Land$145,476--
Equipment$0$354,379-
Other Assets Org$22,312--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Raquel TurrubiatesInterim CoordinatorPT$6,438$6,438

Board Members and Trustees

NameTitle
Jose L GonzalezChairman
Linda V AlanizVice-chairperson
Bishop Mario AvilesTrustee
Rev Eduardo OrtegaTrustee
Ricardo GarciaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$867,185
Investment Income
$29
Other Revenue
$10,247
Change in Net Assets
$80,873

Audited Revenue Reconciliation

Revenue per Audited Statements
$865,115
Revenue Not Reported on Financial Statements
$12,346
Other Revenue Adjustments
$12,346
Total Revenue per Audited Statements
$865,115
Total Revenue per Form 990
$877,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$501,005
Salaries, Compensation, and Employee Benefits$295,583
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$165,388$50,636$0$216,024
Insurance$77,000$778$0$77,778
Other Employee Benefits$43,175$13,217$0$56,392
Depreciation Depletion$52,209$527$0$52,736
All Other Expenses$18,881$8,286-$27,167
Fees for Services Legal$0$23,859$0$23,859
Office Expenses$5,701$12,626$0$18,327
Payroll Taxes$12,808$3,921$0$16,729
Fees for Services Accounting$0$12,715$0$12,715
Occupancy$3,253$7,200$0$10,453
Current Officers, Directors, Trustees, and Key Employees$4,929$1,509$0$6,438
Other Expenses$4,193$1,284$0$5,477
Conferences and Meetings$467$1,033$0$1,500
Total Functional Expenses$456,157$340,431$0$796,588

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$796,588
Expenses per Audited Statements$784,242
Total Expenses per Audited Statements$784,242
Expenses Not Reported on Financial Statements$12,346
Other Expense Adjustments$12,346
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$22,236
Prepaid Revenue$433
Accrued Payroll Taxes Payable$354
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
No
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, Line 11B- Organizations Process to Review Form 990

“The form 990 is presented and reviewed with the finance director, who then delivers a recap to the board of directors or its designated representative.”

Form 990, Part VI, Line 12C - Enforcement of Conflicts Policy

“Monitor and enforce compliance with written conflict of interest policy section b. Policies - 12c written conflict of interest policy - the board committee and executive officers are required to sign conflict of interest statement which requires disclosure and notification of any potential conflicts. This is reviewed annually.”

Form 990, Part VI, Line 15A - Compensation Process for Top Official

“Annual performace reviews are conducted by the board of directors, the executive director performs annual reviews of all other staff personnel with assistance of the appropriate committee, if applicable.”

Form 990, Part VI, Line 15B- Compensation Process for Officers

“Annual performace reviews are conducted by the board of directors, the executive director performs annual reviews of all other staff personnel with assistance of the appropriate committee, if applicable.”

Form 990, Part VI, Line 19- Governing Documents Disclosure Explanation

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
La Merced Charitable Trust
EIN
74-1617905
In Care Of
% RAQUEL TURRUBIATES
Phone
9565652622
Address
413 S VIRGINIA ST, MERCEDES, TX 78570

Signing Officer

Name
Raquel Turrubiates
Title
Director of Housing
Phone
9565652622
Signed
2021-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raquel Turrubiates
Formed
1968
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
9

Preparer

Firm
Pena Briones Mcdaniel & Co Pc
Address
4171 N MESA SUITE B-100, EL PASO, TX 79902-1498
Phone
9155421733
Supplemental Narrative

Financial Statement Notes

PART XI AND XII : LINE 4B - RECONCILIATION OF REVENUE AND EXPENSES

“Revenue and expenses on form 990 are greater by $12,346 due to vacancy expense reflected against gross income on the audited financial statements but reported as an expense on the form 990.”

Raw XML AppendixShowing 400 of 523 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/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01715909
IRS990/NetAssetsOrFundBalancesEOYAmt01796782
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01715909
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01796782
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07200
IRS990/OccupancyGrp/ProgramServicesAmt03253
IRS990/OccupancyGrp/TotalAmt010453
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012626
IRS990/OfficeExpensesGrp/ProgramServicesAmt05701
IRS990/OfficeExpensesGrp/TotalAmt018327
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0115631
IRS990/OtherAssetsTotalGrp/EOYAmt0116253
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013217
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt043175
IRS990/OtherEmployeeBenefitsGrp/TotalAmt056392
IRS990/OtherExpensesGrp/Desc0CHARITABLE CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc1TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0198474
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14366
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21284
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt11973
IRS990/OtherExpensesGrp/ProgramServicesAmt266180
IRS990/OtherExpensesGrp/ProgramServicesAmt34193
IRS990/OtherExpensesGrp/TotalAmt0198474
IRS990/OtherExpensesGrp/TotalAmt16339
IRS990/OtherExpensesGrp/TotalAmt266180
IRS990/OtherExpensesGrp/TotalAmt35477
IRS990/OtherLiabilitiesGrp/BOYAmt022711
IRS990/OtherLiabilitiesGrp/EOYAmt023023
IRS990/OtherRevenueMiscGrp/Desc0TENANT CHARGES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02876
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt17371
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02876
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17371
IRS990/OtherRevenueTotalAmt010247
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt050636
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0165388
IRS990/OtherSalariesAndWagesGrp/TotalAmt0216024
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03921
IRS990/PayrollTaxesGrp/ProgramServicesAmt012808
IRS990/PayrollTaxesGrp/TotalAmt016729
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07816
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07387
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024797
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013780
IRS990/PrincipalOfficerNm0RAQUEL TURRUBIATES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc1RENT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0717424
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1149761
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0717424
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1149761
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt064
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0819161
IRS990/PYOtherRevenueAmt0301342
IRS990/PYProgramServiceRevenueAmt0845860
IRS990/PYRevenuesLessExpensesAmt013852
IRS990/PYSalariesCompEmpBnftPaidAmt0314253
IRS990/PYTotalExpensesAmt01133414
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01147266
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt080873
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0867185
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01099833
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01475393
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt02575226
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0354379
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0354379
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012346
IRS990ScheduleD/ExpensesSubtotalAmt0784242
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0145476
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0145476
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt093941
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt122312
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCOUNTS RECEIVABLE OTHER
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherExpensesNotIncludedAmt012346
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022236
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1354
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2433
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PREPAID REVENUE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt012346
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt012346
IRS990ScheduleD/RevenueSubtotalAmt0865115
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0REVENUE AND EXPENSES ON FORM 990 ARE GREATER BY $12,346 DUE TO VACANCY EXPENSE REFLECTED AGAINST GROSS INCOME ON THE AUDITED FINANCIAL STATEMENTS BUT REPORTED AS AN EXPENSE ON THE FORM 990.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI AND XII : LINE 4B - RECONCILIATION OF REVENUE AND EXPENSES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01245309
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0116253
IRS990ScheduleD/TotalExpensesPerForm990Amt0796588
IRS990ScheduleD/TotalLiabilityAmt023023
IRS990ScheduleD/TotalRevenuePerForm990Amt0877461
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0865115
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0784242
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED AND REVIEWED WITH THE FINANCE DIRECTOR, WHO THEN DELIVERS A RECAP TO THE BOARD OF DIRECTORS OR ITS DESIGNATED REPRESENTATIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONITOR AND ENFORCE COMPLIANCE WITH WRITTEN CONFLICT OF INTEREST POLICY SECTION B. POLICIES - 12C WRITTEN CONFLICT OF INTEREST POLICY - THE BOARD COMMITTEE AND EXECUTIVE OFFICERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENT WHICH REQUIRES DISCLOSURE AND NOTIFICATION OF ANY POTENTIAL CONFLICTS. THIS IS REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL PERFORMACE REVIEWS ARE CONDUCTED BY THE BOARD OF DIRECTORS, THE EXECUTIVE DIRECTOR PERFORMS ANNUAL REVIEWS OF ALL OTHER STAFF PERSONNEL WITH ASSISTANCE OF THE APPROPRIATE COMMITTEE, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL PERFORMACE REVIEWS ARE CONDUCTED BY THE BOARD OF DIRECTORS, THE EXECUTIVE DIRECTOR PERFORMS ANNUAL REVIEWS OF ALL OTHER STAFF PERSONNEL WITH ASSISTANCE OF THE APPROPRIATE COMMITTEE, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, LINE 11B- ORGANIZATIONS PROCESS TO REVIEW FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 15B- COMPENSATION PROCESS FOR OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 19- GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,871,571
Liabilities
$74,789
Net assets
$1,796,782
Revenue
$877,461
Expenses
$796,588
Net income
$80,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.07$0.74$4.50$5.55$1.05
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.07$1.80$0.88$0.80$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.07$1.72$1.15$1.13$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.18$1.70$1.44$1.57$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.11$1.84$0.81$0.63$0.18
2017Summary only. Only limited summary data is available for this year.$1.78$0.13$1.66$0.79$0.64$0.15
2016Summary only. Only limited summary data is available for this year.$1.62$0.12$1.50$0.77$0.68$0.09
2015Summary only. Only limited summary data is available for this year.$1.44$0.03$1.41$0.82$0.59$0.23
2014Summary only. Only limited summary data is available for this year.$1.21$0.03$1.18$0.75$0.56$0.19
2013Summary only. Only limited summary data is available for this year.$1.01$0.02$0.99$0.73$0.59$0.15
2012Summary only. Only limited summary data is available for this year.$0.86$0.02$0.84$0.71$0.44$0.27
2011Summary only. Only limited summary data is available for this year.$0.61$0.04$0.57$0.67$0.51$0.17
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)4 • $1M-$5M nonprofits