Civic Intelligence

Advocates & Guardians for the Elderly & Disabled Inc

EIN 75-3033804 • 501(c)3 • Longwood, FL

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Profile

Provide administration and trustee services for pooled special needs trusts in accordance with omnibus reconciliation act of 1993 us code 1496p(d)4(c).

1024 Florida Central PkwyLongwood, FL 32750

www.trustaged.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.27x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.60x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$161,359

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

92nd percentile

52%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

32%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$8,154,698

Up $2,792,163 (+52%) from 2023

Liabilities

Up

$2,163,638

Up $1,921,151 (+792%) from 2023

Net Assets

Up

$5,991,060

Up $871,012 (+17%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin74th percentile

Revenue

Up

$3,611,116

Up $876,273 (+32%) from 2023

Expenses

Up

$2,858,999

Up $533,155 (+23%) from 2023

Net Income

Up

$752,117

Up $343,118 (+84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2012: $596,207Liabilities 2012: $7,333Net Assets 2012: $588,8742012Assets 2013: $1,212,439Liabilities 2013: $451,422Net Assets 2013: $761,0172013Assets 2014: $1,325,216Liabilities 2014: $436,188Net Assets 2014: $889,0282014Assets 2015: $1,560,431Liabilities 2015: $420,719Net Assets 2015: $1,139,7122015Assets 2016: $1,535,807Liabilities 2016: $406,251Net Assets 2016: $1,129,5562016Assets 2017: $2,773,328Liabilities 2017: $1,434,067Net Assets 2017: $1,339,2612017Assets 2018: $10,681,759Liabilities 2018: $9,057,967Net Assets 2018: $1,623,7922018Assets 2019: $2,386,740Liabilities 2019: $559,030Net Assets 2019: $1,827,7102019Assets 2020: $2,941,875Liabilities 2020: $538,171Net Assets 2020: $2,403,7042020Assets 2021: $4,268,197Liabilities 2021: $335,425Net Assets 2021: $3,932,7722021Assets 2022: $4,855,076Liabilities 2022: $344,310Net Assets 2022: $4,510,7662022Assets 2023: $5,362,535Liabilities 2023: $242,487Net Assets 2023: $5,120,0482023Assets 2024: $8,154,698Liabilities 2024: $2,163,638Net Assets 2024: $5,991,0602024

Highlighted filing

2024

Assets$8,154,698
Liabilities$2,163,638
Net Assets$5,991,060
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $954,971Expenses 2012: $638,365Net Income 2012: $316,6062012Revenue 2013: $1,384,973Expenses 2013: $1,224,455Net Income 2013: $160,5182013Revenue 2014: $1,201,897Expenses 2014: $1,084,934Net Income 2014: $116,9632014Revenue 2015: $1,547,930Expenses 2015: $1,277,922Net Income 2015: $270,0082015Revenue 2016: $1,168,864Expenses 2016: $1,170,917Net Income 2016: -$2,0532016Revenue 2017: $1,379,625Expenses 2017: $1,205,067Net Income 2017: $174,5582017Revenue 2018: $1,540,603Expenses 2018: $1,274,122Net Income 2018: $266,4812018Revenue 2019: $1,756,417Expenses 2019: $1,598,889Net Income 2019: $157,5282019Revenue 2020: $2,097,679Expenses 2020: $1,612,619Net Income 2020: $485,0602020Revenue 2021: $3,446,146Expenses 2021: $1,909,904Net Income 2021: $1,536,2422021Revenue 2022: $2,741,469Expenses 2022: $1,939,446Net Income 2022: $802,0232022Revenue 2023: $2,734,843Expenses 2023: $2,325,844Net Income 2023: $408,9992023Revenue 2024: $3,611,116Expenses 2024: $2,858,999Net Income 2024: $752,1172024

Highlighted filing

2024

Revenue$3,611,116
Expenses$2,858,999
Net Income$752,117
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,154,698
Liabilities
$2,163,638
Net assets
$5,991,060
Revenue
$3,611,116
Expenses
$2,858,999
Net income
$752,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.15$2.16$5.99$3.61$2.86$0.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.24$5.12$2.73$2.33$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.34$4.51$2.74$1.94$0.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$0.34$3.93$3.45$1.91$1.54
2020Summary only. Only limited summary data is available for this year.$2.94$0.54$2.40$2.10$1.61$0.49
2019Summary only. Only limited summary data is available for this year.$2.39$0.56$1.83$1.76$1.60$0.16
2018Summary only. Only limited summary data is available for this year.$10.7$9.06$1.62$1.54$1.27$0.27
2017Summary only. Only limited summary data is available for this year.$2.77$1.43$1.34$1.38$1.21$0.17
2016Summary only. Only limited summary data is available for this year.$1.54$0.41$1.13$1.17$1.17$0.00
2015Summary only. Only limited summary data is available for this year.$1.56$0.42$1.14$1.55$1.28$0.27
2014Summary only. Only limited summary data is available for this year.$1.33$0.44$0.89$1.20$1.08$0.12
2013Summary only. Only limited summary data is available for this year.$1.21$0.45$0.76$1.38$1.22$0.16
2012Summary only. Only limited summary data is available for this year.$0.60$0.01$0.59$0.95$0.64$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.0
Gross Receipts
$4,063,508
Mission and Program Overview

Mission

Provide administration and trustee services for pooled special needs trusts in accordance with omnibus reconciliation act of 1993 us code 1496p(d)4(c).

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$949,809$3,369,396▲ $2,419,587
Investments in Publicly Traded Securities$1,970,850$2,149,949▲ $179,099
Savings and Temporary Cash Investments$1,652,125$1,412,680▼ $239,445
Investments Other Securities$385,729$681,101▲ $295,372
Cash and Non-Interest-Bearing Accounts$365,170$488,652▲ $123,482
Other Notes and Loans Receivable, Net$38,852$52,920▲ $14,068
Total Assets$5,362,535$8,154,698▲ $2,792,163
Liabilities
Other Liabilities$242,487$2,163,638▲ $1,921,151
Total Liabilities$242,487$2,163,638▲ $1,921,151
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,120,048$5,991,060▲ $871,012
Total Net Assets Fund Balance$5,120,048$5,991,060▲ $871,012
Total Liabilities and Net Assets / Fund Balance$5,362,535$8,154,698▲ $2,792,163

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,627,003-$2,627,003
Land$613,824-$613,824
Other Land Buildings$-19,134$19,134-
Equipment$147,703--
Other Securities$681,101--
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nick BartonExecutive DiFT$161,359$161,359
Nick BartonExecutive Director-$161,359$161,359

Board Members and Trustees

NameTitle
Alice DexterPresident
Brenda LyleMember
David PilcherMember
Susan MarchMember
Terry LewisMember
Laurie RenziSecretary
Cynthia ChaseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,505,929
Investment Income
$136,844
Other Revenue
$-31,657
Change in Net Assets
$752,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,454,869
Salaries, Compensation, and Employee Benefits$1,404,130
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$995,545--$995,545
Current Officers, Directors, Trustees, and Key Employees$161,359--$161,359
Other Employee Benefits$158,034--$158,034
Interest$123,833--$123,833
Information Technology$104,737$11,637-$116,374
Occupancy$114,870--$114,870
Fees for Services Legal$92,207--$92,207
Payroll Taxes$89,192--$89,192
All Other Expenses$61,266$451-$61,717
Conferences and Meetings$49,761--$49,761
Office Expenses$43,203$4,353-$47,556
Advertising$4,501$40,514-$45,015
Insurance$43,645--$43,645
Fees for Services Other$37,834--$37,834
Fees for Service Investment Mgmnt Fees$25,016--$25,016
Other Expenses$14,793--$14,793
Fees for Services Management$10,324--$10,324
Fees for Services Lobbying$10,000--$10,000
Travel$3,510--$3,510
Fees for Services Accounting$3,401--$3,401
Total Functional Expenses$2,802,044$56,955$0$2,858,999
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
N/p- Fairwinds 1024$1,955,655
N/p- Wells Fargo 1607$196,187
Credit Card Payable-amex$9,681
Retained for Other Trust$2,001
Wells Fargo Credit$114
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
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, Page 6, Part VI, Line 7A

“Once approved by the governing body, members are elected by simple majority of those in attendance and eligible to vote.”

Form 990, Page 6, Part VI, Line 11B

“Officers are provided an opportunity to reveiw the tax return prior to filing. Any and all questions and concerns are resolved prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interest amoung members and officers are reviewed annually.”

Form 990, Page 6, Part VI, Line 15A

“All salaries are reviewed and approved by the governing board.”

Form 990, Page 6, Part VI, Line 19

“All minutes and tax returns are available for public inspection upon requests. Such requests are normally handled within 72 hours.”

Filing and Contact Details

Filer

Filer Name
Advocates & Guardians for the
EIN
75-3033804
Phone
4076824111
Address
1024 FLORIDA CENTRAL PKWY, LONGWOOD, FL 32750

Signing Officer

Name
Nick Barton
Title
Executive Director
Phone
4076824111
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alice Dexter
Formed
2003
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
23

Preparer

Firm
Hms Certified Public Accountants Pa
Address
457 LAKE HOWELL RD, MAITLAND, FL 32751
Preparer
Karla Henning Starkey
Phone
4075714080
Raw XML AppendixShowing 400 of 448 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/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019216
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-31657
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-31657
IRS990/NetUnrlzdGainsLossesInvstAmt0118895
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05120048
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05991060
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0114870
IRS990/OccupancyGrp/TotalAmt0114870
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04353
IRS990/OfficeExpensesGrp/ProgramServicesAmt043203
IRS990/OfficeExpensesGrp/TotalAmt047556
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0158034
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0158034
IRS990/OtherExpensesGrp/Desc0ELDER CARE/GUARDIAN SUPPO
IRS990/OtherExpensesGrp/Desc1TOTAL COMMUNITY SUPPORT P
IRS990/OtherExpensesGrp/Desc2PARALYZED VETS OF CEN FL
IRS990/OtherExpensesGrp/Desc3EDUCATION & TRAINING
IRS990/OtherExpensesGrp/ProgramServicesAmt0593646
IRS990/OtherExpensesGrp/ProgramServicesAmt141367
IRS990/OtherExpensesGrp/ProgramServicesAmt220000
IRS990/OtherExpensesGrp/ProgramServicesAmt314793
IRS990/OtherExpensesGrp/TotalAmt0593646
IRS990/OtherExpensesGrp/TotalAmt141367
IRS990/OtherExpensesGrp/TotalAmt220000
IRS990/OtherExpensesGrp/TotalAmt314793
IRS990/OtherLiabilitiesGrp/BOYAmt0242487
IRS990/OtherLiabilitiesGrp/EOYAmt02163638
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0995545
IRS990/OtherSalariesAndWagesGrp/TotalAmt0995545
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt038852
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt052920
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt089192
IRS990/PayrollTaxesGrp/TotalAmt089192
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ALICE DEXTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/BusinessCd4624100
IRS990/ProgramServiceRevenueGrp/Desc0RETAINED TRUSTS
IRS990/ProgramServiceRevenueGrp/Desc1ACCT MAINT FEES
IRS990/ProgramServiceRevenueGrp/Desc2ACCT SET UP FEES
IRS990/ProgramServiceRevenueGrp/Desc3FIG- FLORIDA PUBLIC GUARDIANS
IRS990/ProgramServiceRevenueGrp/Desc4DONATION INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01977746
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11296672
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2127500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3102694
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41317
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01977746
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11296672
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2127500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3102694
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41317
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt084322
IRS990/PYOtherExpensesAmt01099315
IRS990/PYProgramServiceRevenueAmt02650521
IRS990/PYRevenuesLessExpensesAmt0408999
IRS990/PYSalariesCompEmpBnftPaidAmt01226529
IRS990/PYTotalExpensesAmt02325844
IRS990/PYTotalRevenueAmt02734843
IRS990/ReconcilationRevenueExpnssAmt0752117
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-31657
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03505929
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01652125
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01412680
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0117628
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0112109
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt036988
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt025608
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018645
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0310978
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03505929
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02650521
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02743847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03317447
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02071395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014289139
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0117628
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0112109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt036988
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt025608
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018645
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0310978
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97870
IRS990ScheduleA/PublicSupportPY509Pct00.98300
IRS990ScheduleA/PublicSupportTotal509Amt014289139
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03505929
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02650521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02743847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03317447
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02071395
IRS990ScheduleA/Total509Grp/TotalAmt014289139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03623557
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02762630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02780835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03343055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02090040
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt014600117
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02627003
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02627003
IRS990ScheduleD/EquipmentGrp/BookValueAmt0147703
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0147703
IRS990ScheduleD/LandGrp/BookValueAmt0613824
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0613824
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-19134
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019134
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01955655
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1196187
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt29681
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32001
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4114
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0N/P- FAIRWINDS 1024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1N/P- WELLS FARGO 1607
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARD PAYABLE-AMEX
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3RETAINED FOR OTHER TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4WELLS FARGO CREDIT
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0681101
IRS990ScheduleD/OtherSecuritiesGrp/Desc0RETAINED FUNDS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03369396
IRS990ScheduleD/TotalBookValueSecuritiesAmt0681101
IRS990ScheduleD/TotalLiabilityAmt02163638
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0161359
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0NICK BARTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0161359
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONCE APPROVED BY THE GOVERNING BODY, MEMBERS ARE ELECTED BY SIMPLE MAJORITY OF THOSE IN ATTENDANCE AND ELIGIBLE TO VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS ARE PROVIDED AN OPPORTUNITY TO REVEIW THE TAX RETURN PRIOR TO FILING. ANY AND ALL QUESTIONS AND CONCERNS ARE RESOLVED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICTS OF INTEREST AMOUNG MEMBERS AND OFFICERS ARE REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL SALARIES ARE REVIEWED AND APPROVED BY THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL MINUTES AND TAX RETURNS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUESTS. SUCH REQUESTS ARE NORMALLY HANDLED WITHIN 72 HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05362535
IRS990/TotalAssetsEOYAmt08154698
IRS990/TotalAssetsGrp/BOYAmt05362535
IRS990/TotalAssetsGrp/EOYAmt08154698
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056955
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02802044
IRS990/TotalFunctionalExpensesGrp/TotalAmt02858999
IRS990/TotalGrossUBIAmt0-31657
IRS990/TotalLiabilitiesBOYAmt0242487
IRS990/TotalLiabilitiesEOYAmt02163638
IRS990/TotalLiabilitiesGrp/BOYAmt0242487
IRS990/TotalLiabilitiesGrp/EOYAmt02163638
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05120048
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05991060
IRS990/TotalProgramServiceExpensesAmt02802044
IRS990/TotalProgramServiceRevenueAmt03505929
IRS990/TotalReportableCompFromOrgAmt0161359
IRS990/TotalRevenueGrp/ExclusionAmt0117628
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03525145

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