Civic Intelligence

Quality Life Concepts Inc.

990 • Fiscal year 2017 • EIN 81-0366158

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 20, 2018

Organization ProfileWWW.QLC-GTF.ORG

View Organization Page

215 Smelter Ave NEGreat Falls, MT 59404

(406) 452-9531

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.24x

Higher debt load relative to assets than 53% of similar nonprofits.

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

Liabilities / Revenue

41st percentile

0.16x

Higher debt load relative to revenue than 41% of similar nonprofits.

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

Net Margin

58th percentile

5.5%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

20th percentile

$92,875

Higher top officer pay than 20% of similar nonprofits.

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

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

Asset Growth

63rd percentile

8.3%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

55th percentile

6.3%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$6,598,870

Up $503,916 (+8.3%) from 2016

Net Assets

Up

$4,986,435

Up $608,478 (+14%) from 2016

Liabilities

Down

$1,612,435

Down $104,562 (-6.1%) from 2016

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin58th percentile

Revenue

Up

$9,829,491

Up $586,516 (+6.3%) from 2016

Expenses

Up

$9,289,375

Up $247,065 (+2.7%) from 2016

Net Income

Up

$540,116

Up $339,451 (+169%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$15M$10M$5.0M$0Assets 2010: $3,868,329Liabilities 2010: $1,166,938Net Assets 2010: $2,701,3912010Assets 2011: $5,846,486Liabilities 2011: $2,414,123Net Assets 2011: $3,432,3632011Assets 2012: $5,841,821Liabilities 2012: $2,392,736Net Assets 2012: $3,449,0852012Assets 2013: $5,773,895Liabilities 2013: $2,123,389Net Assets 2013: $3,650,5062013Assets 2014: $5,987,076Liabilities 2014: $1,992,446Net Assets 2014: $3,994,6302014Assets 2015: $6,122,645Liabilities 2015: $1,914,803Net Assets 2015: $4,207,8422015Assets 2016: $6,094,954Liabilities 2016: $1,716,997Net Assets 2016: $4,377,9572016Assets 2017: $6,598,870Liabilities 2017: $1,612,435Net Assets 2017: $4,986,4352017Assets 2018: $6,259,921Liabilities 2018: $1,499,990Net Assets 2018: $4,759,9312018Assets 2019: $6,070,091Liabilities 2019: $1,748,334Net Assets 2019: $4,321,7572019Assets 2020: $6,646,269Liabilities 2020: $2,751,180Net Assets 2020: $3,895,0892020Assets 2021: $9,198,073Liabilities 2021: $2,778,871Net Assets 2021: $6,419,2022021Assets 2022: $9,211,678Liabilities 2022: $1,426,532Net Assets 2022: $7,785,1462022Assets 2023: $9,680,612Liabilities 2023: $1,329,266Net Assets 2023: $8,351,3462023Assets 2024: $10,493,554Liabilities 2024: $1,307,129Net Assets 2024: $9,186,4252024

Highlighted filing

2017

Assets$6,598,870
Liabilities$1,612,435
Net Assets$4,986,435
Open 2017 Filing

Operations Trend

Revenue Growth55th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $7,425,1142010Revenue 2011: $8,221,223Expenses 2011: $7,567,797Net Income 2011: $653,4262011Expenses 2012: $7,434,9642012Expenses 2013: $7,572,9902013Revenue 2014: $8,223,767Expenses 2014: $7,911,379Net Income 2014: $312,3882014Revenue 2015: $8,668,379Expenses 2015: $8,428,434Net Income 2015: $239,9452015Revenue 2016: $9,242,975Expenses 2016: $9,042,310Net Income 2016: $200,6652016Revenue 2017: $9,829,491Expenses 2017: $9,289,375Net Income 2017: $540,1162017Revenue 2018: $8,100,666Expenses 2018: $8,365,486Net Income 2018: -$264,8202018Revenue 2019: $7,100,778Expenses 2019: $7,568,110Net Income 2019: -$467,3322019Revenue 2020: $6,699,217Expenses 2020: $7,188,018Net Income 2020: -$488,8012020Revenue 2021: $8,719,149Expenses 2021: $6,367,764Net Income 2021: $2,351,3852021Revenue 2022: $7,337,307Expenses 2022: $5,651,381Net Income 2022: $1,685,9262022Revenue 2023: $6,016,152Expenses 2023: $5,524,550Net Income 2023: $491,6022023Revenue 2024: $6,426,028Expenses 2024: $5,666,640Net Income 2024: $759,3882024

Highlighted filing

2017

Revenue$9,829,491
Expenses$9,289,375
Net Income$540,116
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 20, 2018
Return Version
2016v3.0
Gross Receipts
$10,068,438
Mission and Program Overview

Mission

Provide creative supports and choices that stimulate lifelong growth and development, support children and adults with developmental needs within their home and the community, provide a supportive and safe environment so individuals may attain their maximum level of personal achievement, and empower and support families.

Assist the developmentally disabled

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,308,721$3,563,757▲ $255,036
Cash and Non-Interest-Bearing Accounts$934,782$1,044,911▲ $110,129
Accounts Receivable$724,937$760,430▲ $35,493
Investments Other Securities$26,769$28,666▲ $1,897
Total Assets$6,094,954$6,598,870▲ $503,916
Other Assets Total$1,099,745$1,201,106▲ $101,361
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,336,709$1,216,859▼ $119,850
Other Liabilities$302,734$316,335▲ $13,601
Accounts Payable and Accrued Expenses$77,554$79,241▲ $1,687
Total Liabilities$1,716,997$1,612,435▼ $104,562
Net Assets / Fund Balance
Unrestricted Net Assets$3,621,792$4,223,523▲ $601,731
Permanently Rstr Net Assets$756,165$756,165→ $0
Temporarily Rstr Net Assets-$6,747-
Total Net Assets Fund Balance$4,377,957$4,986,435▲ $608,478
Total Liabilities and Net Assets / Fund Balance$6,094,954$6,598,870▲ $503,916

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,465,477$2,129,339$4,594,816
Equipment$436,888$1,472,289$1,909,177
Land$461,491-$461,491
Leasehold Improvements$199,901$114,844$314,745
Other Assets Org$161,325--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$829,504$20,000▼ $59,041-$790,463
2015$881,253-▼ $51,749-$829,504
2014$868,938$400▲ $11,915-$881,253
2013$828,310$533▲ $40,095-$868,938
2012$816,531$400▲ $11,379-$828,310
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy LaneCFOFT$81,427$11,448$92,875
Kerry DatilloCEOFT$75,671$1,680$77,351

Board Members and Trustees

NameTitle
Nancy LonckiPast President
Sara BranomPresident
Phil SchroederVice President
Karen CordaBoard Member
Paul GallardoBoard Member
Sandra EricksonBoard Member
Scott ReasonerBoard Member
Scott SmarttBoard Member
Kathy AsichSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,082,608
Program Service Revenue
$122,999
Investment Income
$251,014
Other Revenue
$372,870
All Other Contributions
$31,064
Change in Net Assets
$540,116

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,869,328
Revenue Not Reported on Financial Statements
$-39,837
Revenue Not Reported on Form 990
$68,362
Other Revenue Adjustments
$-39,837
Total Revenue per Audited Statements
$9,937,690
Total Revenue per Form 990
$9,829,491
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,313,584
Other Expenses$1,975,791
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,713,571--$5,713,571
Payroll Taxes$764,896--$764,896
Other Employee Benefits$655,474--$655,474
Occupancy$550,516--$550,516
Office Expenses$314,761--$314,761
Depreciation Depletion$294,216--$294,216
Current Officers, Directors, Trustees, and Key Employees$179,643--$179,643
Insurance$152,192--$152,192
All Other Expenses$86,566--$86,566
Interest$76,616--$76,616
Other Expenses$72,144--$72,144
Travel$51,361--$51,361
Advertising$14,675--$14,675
Total Functional Expenses$9,289,375$0$0$9,289,375

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,329,212
Expenses per Audited Statements$9,289,375
Total Expenses per Form 990$9,289,375
Expenses Not Reported on Form 990$39,837
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$81,339
Fundraising Direct Expenses$39,837
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Vegas in the Falls$70,751$70,751$31,702$39,049
Havre Autism Walk$9,529$9,529$5,619$3,910
Total Events$81,339$81,339$39,838$41,501
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Clients$161,325
Accrued Compensated Absences Payable$151,564
Accrued Interest Payable$3,396
Montana Income Taxes Payable$50
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Cfo reviews with the auditors prior to being filed.”

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

“Policies are reviewed and updated at least annually.”

Form 990, Part VI, Section B, Line 15

“Reviewed by the board of directors.”

Form 990, Part VI, Section C, Line 19

“Policies are on the organization's website. Financial information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Quality Life Concepts
EIN
81-0366158
Phone
4064529531
Address
215 SMELTER AVE NE, GREAT FALLS, MT 59404

Signing Officer

Name
Tracy Lane
Title
CFO
Phone
4064529531
Signed
2018-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Lane
Formed
1977
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
408
Volunteers
9

Preparer

Firm
Junkermierclarkcampanellastevenspc
Address
P O BOX 989, GREAT FALLS, MT 59403
Preparer
Tony Vanorny
Phone
4067612820
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The nature of the social services provided by quality life concepts, inc. Provides for a trustee relationship of the organization to its clients. Social security income money as well as state supplements received on behalf of the clients are administered by quality life concepts, inc.; however, they are the property of each client. To safeguard against co mingling of funds, the organization maintains a separate checking account and accounting records for all such funds. The asset and liability items showing these amounts are clients' cash account and funds held for clients, respectively.”

PART V, LINE 4:

“The trust was created exclusively for the purpose of (1) enhancement of direct services to persons served and/or in need of services from the organization; (2) repair and maintenance of any buildings or other improvements located on the real properties owned by the organization; (3) funding in whole or in part additions and improvements located on the real properties owned by the organization; and (4) any purpose of funding that is approved through the passing of an appropriate resolution by the board of directors of the organization.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising expenses -39,837.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 39,837.”

Raw XML AppendixShowing 400 of 541 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/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt09230
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt09230
IRS990/MissionDesc0PROVIDE CREATIVE SUPPORTS AND CHOICES THAT STIMULATE LIFELONG GROWTH AND DEVELOPMENT, SUPPORT CHILDREN AND ADULTS WITH DEVELOPMENTAL NEEDS WITHIN THEIR HOME AND THE COMMUNITY, PROVIDE A SUPPORTIVE AND SAFE ENVIRONMENT SO INDIVIDUALS MAY ATTAIN THEIR MAXIMUM LEVEL OF PERSONAL ACHIEVEMENT, AND EMPOWER AND SUPPORT FAMILIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01336709
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01216859
IRS990/NetAssetsOrFundBalancesBOYAmt04377957
IRS990/NetAssetsOrFundBalancesEOYAmt04986435
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0225086
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0225086
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt041502
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt041502
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0123524
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0165533
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt042009
IRS990/NetUnrelatedBusTxblIncmAmt0-21397
IRS990/NetUnrlzdGainsLossesInvstAmt068362
IRS990/NoncashContributionsAmt011674
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0550516
IRS990/OccupancyGrp/TotalAmt0550516
IRS990/OfficeExpensesGrp/ProgramServicesAmt0314761
IRS990/OfficeExpensesGrp/TotalAmt0314761
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01099745
IRS990/OtherAssetsTotalGrp/EOYAmt01201106
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0655474
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0655474
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1WRAP - RESPITE, THERAPY
IRS990/OtherExpensesGrp/Desc2SUBCONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc3GAS AND OIL
IRS990/OtherExpensesGrp/ProgramServicesAmt0144693
IRS990/OtherExpensesGrp/ProgramServicesAmt1134614
IRS990/OtherExpensesGrp/ProgramServicesAmt283437
IRS990/OtherExpensesGrp/ProgramServicesAmt372144
IRS990/OtherExpensesGrp/TotalAmt0144693
IRS990/OtherExpensesGrp/TotalAmt1134614
IRS990/OtherExpensesGrp/TotalAmt283437
IRS990/OtherExpensesGrp/TotalAmt372144
IRS990/OtherLiabilitiesGrp/BOYAmt0302734
IRS990/OtherLiabilitiesGrp/EOYAmt0316335
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/BusinessCd1624100
IRS990/OtherRevenueMiscGrp/BusinessCd2624100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1WORKERS COMP REFUND
IRS990/OtherRevenueMiscGrp/Desc2UNEMPLOYMENT REFUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt080370
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt144435
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt231800
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt080370
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt144435
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt231800
IRS990/OtherRevenueTotalAmt0165835
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05713571
IRS990/OtherSalariesAndWagesGrp/TotalAmt05713571
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0764896
IRS990/PayrollTaxesGrp/TotalAmt0764896
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0756165
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0756165
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TRACY LANE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0PRODUCTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0122999
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0122999
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08652637
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035897
IRS990/PYOtherExpensesAmt01941343
IRS990/PYOtherRevenueAmt0431004
IRS990/PYProgramServiceRevenueAmt0123437
IRS990/PYRevenuesLessExpensesAmt0200665
IRS990/PYSalariesCompEmpBnftPaidAmt07100967
IRS990/PYTotalExpensesAmt09042310
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09242975
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0540116
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0165533
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0412358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09082608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08657968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08112450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07890893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07563213
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt041307132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0228435
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0106690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0117106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017851
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010740
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0480822
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01721983
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98760
IRS990ScheduleA/PublicSupportPY170Pct00.99210
IRS990ScheduleA/PublicSupportTotal170Amt041307132
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09082608
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08657968
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08112450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07890893
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07563213
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt041307132
IRS990ScheduleA/TotalSupportAmt041827699
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt022424
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt017321
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt039745
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/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.16770
IRS990ScheduleD/BuildingsGrp/BookValueAmt02465477
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02129339
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04594816
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0829504
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt020000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0790463
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-59041
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0881253
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0829504
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-51749
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0868938
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0400
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0881253
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011915
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0828310
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0533
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0868938
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt040095
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0816531
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0828310
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011379
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0436888
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01472289
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01909177
IRS990ScheduleD/ExpensesNotReportedAmt039837
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt09289375
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt0461491
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0461491
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0199901
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0114844
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0314745
IRS990ScheduleD/NetUnrealizedGainsInvstAmt068362
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0131236
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1908545
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2161325
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CERTIFICATE OF DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ENDOWMENT TRUST FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CLIENTS' CASH ACCOUNTS
IRS990ScheduleD/OtherExpensesIncludedAmt039837
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0151564
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13396
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2161325
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt350
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED COMPENSATED ABSENCES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2FUNDS HELD FOR CLIENTS

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Filings

Displayed year

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

Open filing
Assets
$6,598,870
Liabilities
$1,612,435
Net assets
$4,986,435
Revenue
$9,829,491
Expenses
$9,289,375
Net income
$540,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.5$1.31$9.19$6.43$5.67$0.76
2023Detailed filing. Detailed filing data is available for this year.$9.68$1.33$8.35$6.02$5.52$0.49
2022Detailed filing. Detailed filing data is available for this year.$9.21$1.43$7.79$7.34$5.65$1.69
2021Detailed filing. Detailed filing data is available for this year.$9.20$2.78$6.42$8.72$6.37$2.35
2020Detailed filing. Detailed filing data is available for this year.$6.65$2.75$3.90$6.70$7.19$0.49
2019Detailed filing. Detailed filing data is available for this year.$6.07$1.75$4.32$7.10$7.57$0.47
2018Detailed filing. Detailed filing data is available for this year.$6.26$1.50$4.76$8.10$8.37$0.26
2017Detailed filing. Detailed filing data is available for this year.$6.60$1.61$4.99$9.83$9.29$0.54
2016Detailed filing. Detailed filing data is available for this year.$6.09$1.72$4.38$9.24$9.04$0.20
2015Detailed filing. Detailed filing data is available for this year.$6.12$1.91$4.21$8.67$8.43$0.24
2014Detailed filing. Detailed filing data is available for this year.$5.99$1.99$3.99$8.22$7.91$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$2.12$3.65$7.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.84$2.39$3.45$7.43
2011Summary only. Only limited summary data is available for this year.$5.85$2.41$3.43$8.22$7.57$0.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$1.17$2.70$7.43