Civic Intelligence

Montana Children'S Foundation

990 • Fiscal year 2017 • EIN 81-0365625

Jun 01, 2016 to May 31, 2017 • Filed on Mar 23, 2018

POBox 5539Helena, MT 59604

(406) 444-7500

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

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

Liabilities / Revenue

16th percentile

0.05x

Higher debt load relative to revenue than 16% of similar nonprofits.

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

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

79th percentile

$299,233

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

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

Asset Growth

48th percentile

4.0%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

93rd percentile

102%

Faster revenue growth than 93% of similar nonprofits.

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

Assets

Up

$17,744,735

Up $687,422 (+4.0%) from 2016

Net Assets

Up

$17,613,144

Up $1,498,331 (+9.3%) from 2016

Liabilities

Down

$131,591

Down $810,909 (-86%) from 2016

Revenue

Up

$2,768,967

Up $1,397,562 (+102%) from 2016

Expenses

Up

$1,303,189

Up $201,860 (+18%) from 2016

Net Income

Up

$1,465,778

Up $1,195,702 (+443%) from 2016

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $15,582,722Liabilities 2011: $26,980Net Assets 2011: $15,555,7422011Assets 2012: $15,091,740Liabilities 2012: $61,921Net Assets 2012: $15,029,8192012Assets 2013: $16,147,775Liabilities 2013: $236,730Net Assets 2013: $15,911,0452013Assets 2014: $17,922,939Liabilities 2014: $345,515Net Assets 2014: $17,577,4242014Assets 2015: $18,336,491Liabilities 2015: $1,604,049Net Assets 2015: $16,732,4422015Assets 2016: $17,057,313Liabilities 2016: $942,500Net Assets 2016: $16,114,8132016Assets 2017: $17,744,735Liabilities 2017: $131,591Net Assets 2017: $17,613,1442017Assets 2018: $18,800,818Liabilities 2018: $72,000Net Assets 2018: $18,728,8182018Assets 2019: $20,544,295Liabilities 2019: $96,153Net Assets 2019: $20,448,1422019Assets 2020: $28,011,653Liabilities 2020: $10,499Net Assets 2020: $28,001,1542020Assets 2021: $31,692,359Liabilities 2021: $247,699Net Assets 2021: $31,444,6602021Assets 2022: $32,536,990Liabilities 2022: $10,785,378Net Assets 2022: $21,751,6122022Assets 2023: $38,985,248Liabilities 2023: $17,431,671Net Assets 2023: $21,553,5772023Assets 2024: $30,702,343Liabilities 2024: $14,016,499Net Assets 2024: $16,685,8442024

Highlighted filing

2017

Assets$17,744,735
Liabilities$131,591
Net Assets$17,613,144

Operations Trend

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

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2011: $1,484,4302011Expenses 2012: $1,230,5482012Expenses 2013: $1,808,9282013Revenue 2014: $2,594,052Expenses 2014: $1,696,569Net Income 2014: $897,4832014Revenue 2015: $2,562,858Expenses 2015: $1,912,429Net Income 2015: $650,4292015Revenue 2016: $1,371,405Expenses 2016: $1,101,329Net Income 2016: $270,0762016Revenue 2017: $2,768,967Expenses 2017: $1,303,189Net Income 2017: $1,465,7782017Revenue 2018: $1,692,165Expenses 2018: $1,057,309Net Income 2018: $634,8562018Revenue 2019: $2,866,651Expenses 2019: $1,190,312Net Income 2019: $1,676,3392019Revenue 2020: $9,061,775Expenses 2020: $1,475,651Net Income 2020: $7,586,1242020Revenue 2021: $4,287,927Expenses 2021: $4,306,871Net Income 2021: -$18,9442021Revenue 2022: $3,707,984Expenses 2022: $10,005,927Net Income 2022: -$6,297,9432022Revenue 2023: $7,184,745Expenses 2023: $8,748,221Net Income 2023: -$1,563,4762023Revenue 2024: $4,225,836Expenses 2024: $10,040,018Net Income 2024: -$5,814,1822024

Highlighted filing

2017

Revenue$2,768,967
Expenses$1,303,189
Net Income$1,465,778
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Mar 23, 2018
Return Version
2016v3.0
Gross Receipts
$8,829,946
Mission and Program Overview

Mission

To lend financial support to montana children's home and hospital (dba shodair hospital).

To promote and further operations of the montana children's home and hospital.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,305,263$8,699,901▼ $3,605,362
Savings and Temporary Cash Investments$890,890$850,146▼ $40,744
Land, Buildings, and Equipment, Net$115,296$337,503▲ $222,207
Cash and Non-Interest-Bearing Accounts$98,456$59,386▼ $39,070
Accounts Receivable$8,105$10,189▲ $2,084
Prepaid Expenses and Deferred Charges$6,210$3,750▼ $2,460
Total Assets$17,057,313$17,744,735▲ $687,422
Other Assets Total$3,633,093$7,783,860▲ $4,150,767
Liabilities
Other Liabilities$931,430$123,439▼ $807,991
Accounts Payable and Accrued Expenses$7,150$7,952▲ $802
Deferred Revenue$3,920$200▼ $3,720
Total Liabilities$942,500$131,591▼ $810,909
Net Assets / Fund Balance
Unrestricted Net Assets$12,385,344$13,598,780▲ $1,213,436
Temporarily Rstr Net Assets$2,873,010$3,157,205▲ $284,195
Permanently Rstr Net Assets$856,459$857,159▲ $700
Total Net Assets Fund Balance$16,114,813$17,613,144▲ $1,498,331
Total Liabilities and Net Assets / Fund Balance$17,057,313$17,744,735▲ $687,422

Asset Categories

AssetBook ValueDepreciationBasis
Land$336,420-$336,420
Equipment$1,083$36,700$37,783
Other Assets Org$5,519,270--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,600,297$700▲ $150,665$0$1,751,662
2015$1,655,191$2,300▼ $53,635$3,559$1,600,297
2014$1,595,463$2,200▲ $61,134$3,606$1,655,191
2013$1,437,461$7,450▲ $153,831$3,279$1,595,463
2012$1,249,597$2,200▲ $189,304$3,640$1,437,461
Compensation and Service Providers

Board Members and Trustees

NameTitle
Janet HedgesPresident
Beth O'HalloranTrUSTEE
David LemmTrustee
Dr BILL HASQUETTrustee
Dr JOEL MAESTrustee
Ed TinsleyTrustee
Edward SurbruggTrustee
Father DAN SHEATrustee
Galen HollenbaughTrustee
Joe ShevlinTrustee
Rich BrunerTrustee
Rita GowenTrustee
Robert LEMMTrustee
Craig AasvedChief Executive Officer
Moe WosepkaSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,490,638
Program Service Revenue
$0
Investment Income
$1,240,859
Other Revenue
$37,470
All Other Contributions
$1,490,638
Change in Net Assets
$1,465,778

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,768,967
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$61,374
Total Revenue per Audited Statements
$2,830,341
Total Revenue per Form 990
$2,768,967
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,074,648
Other Expenses$198,541
Total Fundraising Expense$128,955
Professional Fundraising Fees$30,000
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,074,648--$1,074,648
Fees for Service Investment Mgmnt Fees-$51,214-$51,214
Fees for Services Professional Fundraising--$30,000$30,000
Advertising-$1,207$14,381$15,588
Travel-$9,176$6,051$15,227
Fees for Services Accounting-$9,356-$9,356
Office Expenses-$4,123$1,017$5,140
Depreciation Depletion-$3,050-$3,050
Other Expenses-$2,108$76,434$2,108
Occupancy-$1,844-$1,844
Fees for Services Legal-$1,777-$1,777
All Other Expenses--$1,072$1,072
Interest-$60-$60
Total Functional Expenses$1,074,648$99,586$128,955$1,303,189

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,332,010
Expenses per Audited Statements$1,303,189
Total Expenses per Form 990$1,303,189
Expenses Not Reported on Form 990$28,821
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
MONTANA CHILDREN'S HOME & HOSPITALHelena, MT501(c)(3)Grant for Operations and Capital$1,074,648
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$30,000
Fundraising Direct Expenses$28,821
Fundraising Gross Income$4,733
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to MONTANA CHILDREN'S HOME AND HOSPITAL$123,439
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
No
Other officer compensation reviewed
No
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 A, line 2

Bob lemm is the father of david lemm, both are board members.

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

A draft of the form 990 is provided to the board of trustees and approved before the form 990 is filed.

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

A person shall be deemed to have an "interest" in a transaction if he or she is the party, one of the parties, or directly related to a party dealing with the corporation, or if he or she has direct or indirect interest in the transaction. Any trustee, officer, medical staff member or other employee or agent of the corporation having a direct or indirect interest in a transaction presented to the board for authorization, approval or ratification shall make a prompt, full and frank disclosure of his or her interest to the board prior to action on such transaction. That person shall not vote on, or use his or her personal influence on, nor participate in the discussion or deliberations with respect to such transaction. The minutes of the meetings shall reflect the disclosure made the vote thereon, the abstention from voting and participation, and whether a quorum was present. Any transaction which involves a trustee conflict of interest may not be authorized, approved or ratified by a single trustee.

Form 990, Part VI, Section B, line 15

Not applicable, organization does not pay compensation.

Form 990, Part VI, Section C, line 19

Governing documents are on file with the state of montana and available to the public if requested from the state. Conflict of interest and financial statements are not made readily available to the general public but are distributed to the board of trustees who are a representation of the public. Internal and audited financial statements are not available to the public, however relevant financial information is available on the form 990 which is available.

Filing and Contact Details

Filer

Filer Name
Montana Children's Foundation
EIN
81-0365625
Phone
4064447500
Address
POBox 5539, Helena, MT 59604

Signing Officer

Name
Craig Aasved
Title
Chief Executive Officer
Phone
4064447500
Signed
2018-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig Aasved
Formed
1977
Legal Domicile
Mt
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
25

Preparer

Firm
Wipfli LLP
Address
PO Box 12237, Green Bay, WI 54307-2237
Preparer
Terri Rexrode CPA MST
Phone
9206620016
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Change in Value of Long Term Trust Receivables 131,497.

Form 990, Part XII, Line 2C:

The process of the selection of an independent accountant and the oversight of the audit has not changed since the prior year.

Financial Statement Notes

Part III, Line 4:

The organization was gifted an original painting that has become a very popular work of art that represents the mission of Montana's Children's Hospital. The organizaiton will occasionally use prints of the painting at events. The painting is sometimes on display in the foundation or the hospital.

Part V, Line 4:

The foundation's endowment consists of numerous individual funds established for a variety of purposes. As required by generally accepted accounting principles, net assets associated with endowment funds, including funds designated by the board to function as endowments are classified and reported based on the existence or absence of donor-imposed restrictions. The foundation has interpreted the montana uniform prudent management of institutional funds act (mupmifa) as requiring the preservation of the fair value of the original gift as of the gift date of the donor-restricted endowment funds absent explicit donor stipulations to the contrary. As a result of this interpretation, the foundation classifies as permanently restricted net assets (a) the original value of gifts donated to the permanent endowment, (b) the original value of subsequent gifts to the permanent endowment, and (c) any accumulations to the permanent endowment made in accordance with the direction of the applicable donor gift instrument at the time the accumulation is added to the fund. The remaining portion of the donor-restricted endowment fund that is not classified in permanently restricted net assets is classified as temporarily restricted net assets and is appropriated for expenditure by the foundation in a manner consistent with the standard of prudence prescribed by mupmifa. In accordance with mupmifa, the foundation considers the following factors in making a determination to appropriate or accumulate donor-restricted endowment funds: 1. The duration and preservation of the fund, 2. The purpose of the foundation and the donor-restricted endowment fund, 3. General economic conditions 4. The possible effect of inflation and deflation, 5. The expected total return from income and the appreciation of investments, 6. Other resources of the foundation, and 7. The investment policies of the foundation from time to time, the fair value of assets associated with individual donor-restricted endowment funds may fall below the level that the donor or mupmifa requires the foundation to retain as a fund of perpetual duration. The foundation has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. Endowment assets include those assets of donor-restricted funds that the foundation must hold in perpetuity. Under this policy, as approved by the board of directors, the endowment assets are invested in a manner that is intended to preserve endowment capital, and to provide a minimum annual target rate of return of at least inflation, plus the foundation's spending policy, plus a real rate of return net of fees. The foundation expects its endowment funds, over time, to provide a reasonable current rate of return. To satisfy its long-term rate-of-return objectives, the foundation relies on a total return strategy in which investment returns are achieved through both capital appreciation (realized and unrealized gains) and current yield (interest and dividends). The foundation targets a diversified asset allocation including cash equivalents, fixed income, and equity securities to achieve its long-term return objectives within prudent risk constraints.

Part XI, Line 2D - Other Adjustments:

Direct Soccer Event Expenses 28,821. Change in Value of Long Term Trust Receivables 131,497.

Part XII, Line 2D - Other Adjustments:

Direct Soccer Event Expenses 28,821.

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IRS990/Desc0Contributed over $612,000 to Shodair Childrens's Hospital for the costs incurred by the hospital to staff and operate the Foundation as well as the Shodair Family House.Raised $571,000 from the Children's Miracle Network partners, an increase of nearly $43,000 from last year.
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IRS990/Form990PartVIISectionAGrp/PersonNm11ED TINSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12JANET HEDGES
IRS990/Form990PartVIISectionAGrp/PersonNm13MOE WOSEPKA
IRS990/Form990PartVIISectionAGrp/PersonNm14Craig Aasved
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
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/ReportableCompFromRltdOrgAmt14272043
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TrUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Chief Executive Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt028821
IRS990/FundraisingGrossIncomeAmt04733
IRS990/GainOrLossGrp/SecuritiesAmt0993129
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0612427
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01074648
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01074648
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07025287
IRS990/GrossReceiptsAmt08829946
IRS990/GrossRentsGrp/RealAmt08804
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt060
IRS990/InterestGrp/TotalAmt060
IRS990/InvestmentIncomeGrp/ExclusionAmt0247730
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0247730
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012305263
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08699901
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt036700
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0115296
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0337503
IRS990/LandBldgEquipCostOrOtherBssAmt0374203
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06032158
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO LEND FINANCIAL SUPPORT TO MONTANA CHILDREN'S HOME AND HOSPITAL (DBA SHODAIR HOSPITAL).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016114813
IRS990/NetAssetsOrFundBalancesEOYAmt017613144
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0993129
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0993129
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-24088
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-24088
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt08804
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08804
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-98944
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01844
IRS990/OccupancyGrp/TotalAmt01844
IRS990/OfficeExpensesGrp/FundraisingAmt01017
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04123
IRS990/OfficeExpensesGrp/TotalAmt05140
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03633093
IRS990/OtherAssetsTotalGrp/EOYAmt07783860
IRS990/OtherChangesInNetAssetsAmt0131497
IRS990/OtherExpensesGrp/Desc0CMN DUES & MEMBERSHIP
IRS990/OtherExpensesGrp/Desc1Supplies Expense
IRS990/OtherExpensesGrp/FundraisingAmt076434
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015671
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12108
IRS990/OtherExpensesGrp/TotalAmt092105
IRS990/OtherExpensesGrp/TotalAmt12108
IRS990/OtherLiabilitiesGrp/BOYAmt0931430
IRS990/OtherLiabilitiesGrp/EOYAmt0123439
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0856459
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0857159
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06210
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03750
IRS990/PrincipalOfficerNm0Craig Aasved
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0Contributed over $462,000 to Shodair Children's Hospital for needed equipment and furnishings.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0462221
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0462221
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0798972
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0811344
IRS990/PYInvestmentIncomeAmt0504428
IRS990/PYOtherExpensesAmt0289985
IRS990/PYOtherRevenueAmt068005
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0270076
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01101329
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01371405
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01465778
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt08804
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt052754
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt052754
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0890890
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0850146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01490638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0798972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01505980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0805190
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0699296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05300076
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0309288
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0368244
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0605725
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01346552
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0529568
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03159377
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04733
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52120
IRS990ScheduleA/PublicSupportTotal170Amt04409055
IRS990ScheduleA/SubstantialContributorsTotAmt0891021
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01490638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0798972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01505980
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0805190
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0699296
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05300076
IRS990ScheduleA/TotalSupportAmt08459453
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/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt05000
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01600297
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0700
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01751662
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0150665
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01655191
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01600297
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-53635
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03559
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01595463
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02200
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01655191
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt061134
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03606
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01437461
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt07450
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01595463
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153831
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03279
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01249597
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02200
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01437461
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0189304
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03640
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01083
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036700

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.7$14.0$16.7$4.23$10.0$5.81
2023Summary only. Only limited summary data is available for this year.$39.0$17.4$21.6$7.18$8.75$1.56
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.5$10.8$21.8$3.71$10.0$6.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$0.25$31.4$4.29$4.31$0.02
2020Summary only. Only limited summary data is available for this year.$28.0$0.01$28.0$9.06$1.48$7.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.10$20.4$2.87$1.19$1.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$0.07$18.7$1.69$1.06$0.63
2017Detailed filing. Detailed filing data is available for this year.$17.7$0.13$17.6$2.77$1.30$1.47
2016Detailed filing. Detailed filing data is available for this year.$17.1$0.94$16.1$1.37$1.10$0.27
2015Detailed filing. Detailed filing data is available for this year.$18.3$1.60$16.7$2.56$1.91$0.65
2014Detailed filing. Detailed filing data is available for this year.$17.9$0.35$17.6$2.59$1.70$0.90
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$0.24$15.9$1.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$0.06$15.0$1.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$0.03$15.6$1.48