Civic Intelligence

Community Option Resource Enterprises Inc.

990 • Fiscal year 2024 • EIN 81-0309011

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 13, 2025

Organization ProfileCORENTERPRISES.COM

View Organization Page

2121 Lampman DriveBillings, MT 59101

(406) 248-9115

Siviq Scores

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

Liabilities / Assets

48th percentile

0.05x

Higher debt load relative to assets than 48% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.07x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$100,146

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

21%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$4,734,486

Up $506,132 (+12%) from 2023

Net Assets

Up

$4,487,859

Up $571,762 (+15%) from 2023

Liabilities

Down

$246,627

Down $65,630 (-21%) from 2023

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin68th percentile

Revenue

Up

$3,412,029

Up $585,803 (+21%) from 2023

Expenses

Down

$2,883,431

Down $142,113 (-4.7%) from 2023

Net Income

Up

$528,598

Up $727,916 (+365%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,124,268Liabilities 2011: $2,093,941Net Assets 2011: $3,030,3272011Assets 2012: $4,851,500Liabilities 2012: $1,790,288Net Assets 2012: $3,061,2122012Assets 2013: $4,732,603Liabilities 2013: $1,542,386Net Assets 2013: $3,190,2172013Assets 2014: $4,462,691Liabilities 2014: $1,280,907Net Assets 2014: $3,181,7842014Assets 2015: $4,259,479Liabilities 2015: $1,094,360Net Assets 2015: $3,165,1192015Assets 2016: $4,336,557Liabilities 2016: $1,089,326Net Assets 2016: $3,247,2312016Assets 2017: $4,154,124Liabilities 2017: $735,205Net Assets 2017: $3,418,9192017Assets 2018: $3,977,651Liabilities 2018: $530,078Net Assets 2018: $3,447,5732018Assets 2019: $3,996,136Liabilities 2019: $407,285Net Assets 2019: $3,588,8512019Assets 2020: $4,268,945Liabilities 2020: $771,934Net Assets 2020: $3,497,0112020Assets 2021: $4,596,303Liabilities 2021: $352,653Net Assets 2021: $4,243,6502021Assets 2022: $4,280,965Liabilities 2022: $221,116Net Assets 2022: $4,059,8492022Assets 2023: $4,228,354Liabilities 2023: $312,257Net Assets 2023: $3,916,0972023Assets 2024: $4,734,486Liabilities 2024: $246,627Net Assets 2024: $4,487,8592024Assets 2025: $5,287,775Liabilities 2025: $421,218Net Assets 2025: $4,866,5572025

Highlighted filing

2024

Assets$4,734,486
Liabilities$246,627
Net Assets$4,487,859
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,346,9222011Expenses 2012: $2,385,7992012Expenses 2013: $2,427,1022013Revenue 2014: $2,391,849Expenses 2014: $2,473,970Net Income 2014: -$82,1212014Revenue 2015: $2,775,054Expenses 2015: $2,751,271Net Income 2015: $23,7832015Revenue 2016: $2,884,374Expenses 2016: $2,751,125Net Income 2016: $133,2492016Revenue 2017: $2,492,385Expenses 2017: $2,357,029Net Income 2017: $135,3562017Revenue 2018: $2,786,276Expenses 2018: $2,805,089Net Income 2018: -$18,8132018Revenue 2019: $2,968,489Expenses 2019: $2,804,757Net Income 2019: $163,7322019Revenue 2020: $2,815,985Expenses 2020: $2,850,179Net Income 2020: -$34,1942020Revenue 2021: $3,316,192Expenses 2021: $2,802,457Net Income 2021: $513,7352021Revenue 2022: $3,037,464Expenses 2022: $2,943,494Net Income 2022: $93,9702022Revenue 2023: $2,826,226Expenses 2023: $3,025,544Net Income 2023: -$199,3182023Revenue 2024: $3,412,029Expenses 2024: $2,883,431Net Income 2024: $528,5982024Revenue 2025: $3,435,748Expenses 2025: $3,213,654Net Income 2025: $222,0942025

Highlighted filing

2024

Revenue$3,412,029
Expenses$2,883,431
Net Income$528,598
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 13, 2025
Return Version
2023v6.0
Gross Receipts
$3,773,138
Mission and Program Overview

Mission

To promote the dignity, independence and success of persons with disabilities through quality vocational and support services so that they may fully participate in the economic and social life of the community.

Provide services to adults with developmental, physical, and mental disabilities in billings, mt and the surrounding communities. Offer day programs and residential and vocational supports to individuals based on their specific needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,074,146$2,130,297▲ $56,151
Investments Other Securities$1,243,037$1,452,847▲ $209,810
Cash and Non-Interest-Bearing Accounts$312,417$438,982▲ $126,565
Savings and Temporary Cash Investments$242,470$331,950▲ $89,480
Accounts Receivable$264,656$318,097▲ $53,441
Prepaid Expenses and Deferred Charges$73,954$39,906▼ $34,048
Inventories for Sale or Use$17,674$22,407▲ $4,733
Total Assets$4,228,354$4,734,486▲ $506,132
Liabilities
Accounts Payable and Accrued Expenses$312,257$246,627▼ $65,630
Total Liabilities$312,257$246,627▼ $65,630
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,916,097$4,487,859▲ $571,762
Total Net Assets Fund Balance$3,916,097$4,487,859▲ $571,762
Total Liabilities and Net Assets / Fund Balance$4,228,354$4,734,486▲ $506,132

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,513,414$1,171,053$2,684,467
Equipment$229,375$506,060$735,435
Land$387,508-$387,508
Other Securities$1,452,847--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$216,630-▲ $27,034-$243,664
2022$195,953-▲ $20,677-$216,630
2021$214,664-▼ $18,711-$195,953
2020$160,791-▲ $53,873-$214,664
2019$155,734-▲ $5,057-$160,791
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer SchillingCEOFT$85,258$14,888$100,146
Linda VanbergBusiness ManagerFT$67,794$9,800$77,594

Board Members and Trustees

NameTitle
Dave StoltenbergPresident
Lee KillmanVice President
Dr Tom DellDirector
Jacquelyn HughesDirector
Kirk JensenDirector
Roni KuzmaDirector
Brittney JensenSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$114,826
Program Service Revenue
$2,954,354
Investment Income
$172,672
Other Revenue
$170,177
All Other Contributions
$380
Change in Net Assets
$528,598

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,401,342
Revenue Not Reported on Financial Statements
$10,687
Revenue Not Reported on Form 990
$312,590
Total Revenue per Audited Statements
$3,713,932
Total Revenue per Form 990
$3,412,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,118,754
Other Expenses$764,677
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$946,278$612,188-$1,558,466
Other Employee Benefits$71,465$115,382-$186,847
Current Officers, Directors, Trustees, and Key Employees$114,648$67,373-$182,021
Depreciation Depletion$129,134$14,348-$143,482
Payroll Taxes$87,131$55,377-$142,508
Insurance$81,894$23,398-$105,292
Information Technology$6,976$62,785-$69,761
Pension Plan Contributions$32,438$16,474-$48,912
All Other Expenses$20,644$27,324-$47,968
Occupancy$35,927$10,265-$46,192
Other Expenses$21,483$2,386-$23,869
Fees for Services Accounting-$20,650-$20,650
Fees for Service Investment Mgmnt Fees-$10,687-$10,687
Office Expenses-$5,789-$5,789
Travel$4,663--$4,663
Total Functional Expenses$1,827,674$1,055,757$0$2,883,431

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,142,170
Total Expenses per Form 990$2,883,431
Expenses per Audited Statements$2,872,744
Expenses Not Reported on Form 990$269,426
Expenses Not Reported on Financial Statements$10,687
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
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, Section A, Line 2

“Directors brittney jensen and kirk jensen have a family relationship.”

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

“The annual tax return is reviewed by the ceo and the business manager. The form 990 is emailed to the board of directors for review, then discussed and approved at the next board meeting.”

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

“The policy applies to all board members, officers, employees, and agents of the corporation. The board reviews all potential conflicts of interest and determines if a conflict exists. A board member shall abstain from voting or taking any other action on contracts or transactions in which the member has a business, financial or personal interest.”

Form 990, Part VI, Section B, Line 15

“Initial salaries are set with consideration to comparability data and future increases are typically based on cost of living increases approved by the board for the entire corporation.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available from the business office upon request.”

Filing and Contact Details

Filer

Filer Name
Community Option Resource
EIN
81-0309011
Phone
4062489115
Address
2121 LAMPMAN DRIVE, BILLINGS, MT 59101

Signing Officer

Name
Dave Stoltenberg
Title
President
Phone
4062489115
Signed
2025-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Stoltenberg
Formed
1970
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
133
Volunteers
7

Preparer

Firm
Wipfli Llp
Address
105 E PINE ST UPPER FLOOR, MISSOULA, MT 59802
Preparer
Sam Brunson CPA
Phone
4067281800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“In april of 2004 the board of directors authorized the transfer of $30,000 from an existing investment account into an endowment fund. The endowment is designated to support operations in the event of funding shortfalls. There are no restrictions on the fund and the principal and earnings can be spent with board approval. Historically, earnings are reinvested into the endowment fund.”

PART X, LINE 2:

“The organization is organized as a nonprofit corporation and is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and, therefore, no provision for income taxes has been made in these statements. The organization is generally subject to examination of their federal income tax filings in the united states for three years after they are filed. There were no uncertain tax positions taken by the organization. In the event that the organization is assessed penalties and or interest, penalties will be charged to other operating expense and interest will be charged to interest expense.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“PRODUCTION COST 269,426.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“PRODUCTION COST 269,426.”

Raw XML AppendixShowing 400 of 508 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/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THE DIGNITY, INDEPENDENCE AND SUCCESS OF PERSONS WITH DISABILITIES THROUGH QUALITY VOCATIONAL AND SUPPORT SERVICES SO THAT THEY MAY FULLY PARTICIPATE IN THE ECONOMIC AND SOCIAL LIFE OF THE COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt04487859
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt023708
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0169923
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0169923
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt043164
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03916097
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04487859
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010265
IRS990/OccupancyGrp/ProgramServicesAmt035927
IRS990/OccupancyGrp/TotalAmt046192
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05789
IRS990/OfficeExpensesGrp/TotalAmt05789
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0115382
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt071465
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0186847
IRS990/OtherExpensesGrp/Desc0ADAPTIVE DEVICES
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2VEHICLE
IRS990/OtherExpensesGrp/Desc3TAXES - OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011331
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12386
IRS990/OtherExpensesGrp/ProgramServicesAmt0116976
IRS990/OtherExpensesGrp/ProgramServicesAmt1101870
IRS990/OtherExpensesGrp/ProgramServicesAmt256147
IRS990/OtherExpensesGrp/ProgramServicesAmt321483
IRS990/OtherExpensesGrp/TotalAmt0116976
IRS990/OtherExpensesGrp/TotalAmt1113201
IRS990/OtherExpensesGrp/TotalAmt256147
IRS990/OtherExpensesGrp/TotalAmt323869
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0RECYCLING INCOME
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IRS990/OtherRevenueTotalAmt0254
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0612188
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0946278
IRS990/OtherSalariesAndWagesGrp/TotalAmt01558466
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt055377
IRS990/PayrollTaxesGrp/ProgramServicesAmt087131
IRS990/PayrollTaxesGrp/TotalAmt0142508
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt016474
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt032438
IRS990/PensionPlanContributionsGrp/TotalAmt048912
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt073954
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt039906
IRS990/PrincipalOfficerNm0DAVE STOLTENBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02954354
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04369
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt066691
IRS990/PYOtherExpensesAmt0757071
IRS990/PYOtherRevenueAmt0158139
IRS990/PYProgramServiceRevenueAmt02597027
IRS990/PYRevenuesLessExpensesAmt0-199318
IRS990/PYSalariesCompEmpBnftPaidAmt02268473
IRS990/PYTotalExpensesAmt03025544
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02826226
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0528598
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03124531
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0242470
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0331950
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0114826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0151263
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0148964
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt066691
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0101581
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt060670
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt058903
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0436809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03393957
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03036726
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03181235
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03498995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03002187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016113100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0148964
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt066691
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0101581
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt060670
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt058903
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0436809
IRS990ScheduleA/InvestmentIncomeCYPct00.02610
IRS990ScheduleA/InvestmentIncomePYPct00.02140
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0322
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0242
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0363
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05927
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97350
IRS990ScheduleA/PublicSupportPY509Pct00.97820
IRS990ScheduleA/PublicSupportTotal509Amt016264363
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03508783
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03041095
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03184634
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03498995
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03030856
IRS990ScheduleA/Total509Grp/TotalAmt016264363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03657747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03112786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03286537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03559907
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03090122
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016707099
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01513414
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01171053
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02684467
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0216630
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0243664
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt027034
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0195953
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0216630
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020677
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0214664
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0195953
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-18711
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0160791
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0214664
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053873
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0155734
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0160791
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05057
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0229375
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0506060
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0735435
IRS990ScheduleD/ExpensesNotReportedAmt0269426
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010687
IRS990ScheduleD/ExpensesSubtotalAmt02872744
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt010687
IRS990ScheduleD/InvestmentExpensesNotIncldAmt010687
IRS990ScheduleD/LandGrp/BookValueAmt0387508
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0387508
IRS990ScheduleD/NetUnrealizedGainsInvstAmt043164
IRS990ScheduleD/OtherExpensesIncludedAmt0269426
IRS990ScheduleD/OtherRevenueAmt0269426
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01452847
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt0312590
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010687
IRS990ScheduleD/RevenueSubtotalAmt03401342
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN APRIL OF 2004 THE BOARD OF DIRECTORS AUTHORIZED THE TRANSFER OF $30,000 FROM AN EXISTING INVESTMENT ACCOUNT INTO AN ENDOWMENT FUND. THE ENDOWMENT IS DESIGNATED TO SUPPORT OPERATIONS IN THE EVENT OF FUNDING SHORTFALLS. THERE ARE NO RESTRICTIONS ON THE FUND AND THE PRINCIPAL AND EARNINGS CAN BE SPENT WITH BOARD APPROVAL. HISTORICALLY, EARNINGS ARE REINVESTED INTO THE ENDOWMENT FUND.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS ORGANIZED AS A NONPROFIT CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THESE STATEMENTS. THE ORGANIZATION IS GENERALLY SUBJECT TO EXAMINATION OF THEIR FEDERAL INCOME TAX FILINGS IN THE UNITED STATES FOR THREE YEARS AFTER THEY ARE FILED. THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN BY THE ORGANIZATION. IN THE EVENT THAT THE ORGANIZATION IS ASSESSED PENALTIES AND OR INTEREST, PENALTIES WILL BE CHARGED TO OTHER OPERATING EXPENSE AND INTEREST WILL BE CHARGED TO INTEREST EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PRODUCTION COST 269,426.

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,734,486
Liabilities
$246,627
Net assets
$4,487,859
Revenue
$3,412,029
Expenses
$2,883,431
Net income
$528,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.29$0.42$4.87$3.44$3.21$0.22
2024Detailed filing. Detailed filing data is available for this year.$4.73$0.25$4.49$3.41$2.88$0.53
2023Detailed filing. Detailed filing data is available for this year.$4.23$0.31$3.92$2.83$3.03$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.22$4.06$3.04$2.94$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.60$0.35$4.24$3.32$2.80$0.51
2020Detailed filing. Detailed filing data is available for this year.$4.27$0.77$3.50$2.82$2.85$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.00$0.41$3.59$2.97$2.80$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.98$0.53$3.45$2.79$2.81$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.15$0.74$3.42$2.49$2.36$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.34$1.09$3.25$2.88$2.75$0.13
2015Detailed filing. Detailed filing data is available for this year.$4.26$1.09$3.17$2.78$2.75$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.46$1.28$3.18$2.39$2.47$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$1.54$3.19$2.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$1.79$3.06$2.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$2.09$3.03$2.35
Peer Organizations

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