Civic Intelligence

Quality Life Concepts Inc.

990 • Fiscal year 2021 • EIN 81-0366158

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 02, 2022

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

69th percentile

0.30x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.32x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

71st percentile

27%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

29th percentile

$62,782

Higher top officer pay than 29% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

85th percentile

38%

Faster asset growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

30%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$9,198,073

Up $2,551,804 (+38%) from 2020

Net Assets

Up

$6,419,202

Up $2,524,113 (+65%) from 2020

Liabilities

Up

$2,778,871

Up $27,691 (+1.0%) from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin71st percentile

Revenue

Up

$8,719,149

Up $2,019,932 (+30%) from 2020

Expenses

Down

$6,367,764

Down $820,254 (-11%) from 2020

Net Income

Up

$2,351,385

Up $2,840,186 (+581%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2021

Assets$9,198,073
Liabilities$2,778,871
Net Assets$6,419,202
Open 2021 Filing

Operations Trend

Revenue Growth69th 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

2021

Revenue$8,719,149
Expenses$6,367,764
Net Income$2,351,385
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 2, 2022
Return Version
2020v4.2
Gross Receipts
$9,020,186
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
Cash and Non-Interest-Bearing Accounts$1,465,381$3,752,290▲ $2,286,909
Land, Buildings, and Equipment, Net$3,050,342$2,928,430▼ $121,912
Accounts Receivable$598,462$537,544▼ $60,918
Investments Other Securities$38,217$42,910▲ $4,693
Prepaid Expenses and Deferred Charges$7,056$19,932▲ $12,876
Total Assets$6,646,269$9,198,073▲ $2,551,804
Other Assets Total$1,486,811$1,916,967▲ $430,156
Liabilities
Other Liabilities$1,809,346$1,833,337▲ $23,991
Mortgage Notes Payable Secured by Investment Property$885,926$811,113▼ $74,813
Accounts Payable and Accrued Expenses$55,908$134,421▲ $78,513
Total Liabilities$2,751,180$2,778,871▲ $27,691
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,019,402$5,539,957▲ $2,520,555
Net Assets With Donor Restrictions$875,687$879,245▲ $3,558
Total Net Assets Fund Balance$3,895,089$6,419,202▲ $2,524,113
Total Liabilities and Net Assets / Fund Balance$6,646,269$9,198,073▲ $2,551,804

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,167,777$2,174,251$4,342,028
Equipment$180,842$1,411,405$1,592,247
Land$411,525-$411,525
Leasehold Improvements$168,286$146,460$314,746
Other Assets Org$644,903--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$879,020$200,000▲ $201,156$8,114$1,272,062
2019$991,252$5,475▲ $89,460$207,167$879,020
2018$970,356$300▲ $59,651$39,055$991,252
2017$790,463$5,733▲ $174,160-$970,356
2016$829,504$20,000▼ $59,041-$790,463
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleBaseOtherTotal
Lori WertzCEO$61,582$1,200$62,782

Board Members and Trustees

NameTitle
Carol ShipleyPresident
Cody WrightVice President
Karen CordaBoard Member
Len NopenBoard Member
Nancy LonckiBoard Member
Phil SchroederBoard Member
Sandra Erickson FormerBoard Member
Sara Branom FormerBoard Member
Kathy AsichSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,358,125
Program Service Revenue
$49,866
Investment Income
$177,863
Other Revenue
$133,295
Change in Net Assets
$2,351,385

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory1$27,080Usda Provided Figure
Total Noncash Contributions1$27,080-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,798,472
Revenue Not Reported on Financial Statements
$-79,323
Revenue Not Reported on Form 990
$172,728
Other Revenue Adjustments
$-79,323
Total Revenue per Audited Statements
$8,971,200
Total Revenue per Form 990
$8,719,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,765,969
Other Expenses$1,601,795
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,768,093$24,487-$3,792,580
Payroll Taxes$544,646$3,538-$548,184
Occupancy$472,227$20,224-$492,451
Office Expenses$335,456$3,165-$338,621
Other Employee Benefits$327,872$9,136-$337,008
Depreciation Depletion$280,611--$280,611
Insurance$127,230--$127,230
Current Officers, Directors, Trustees, and Key Employees$87,602$595-$88,197
All Other Expenses$27,057$18,072-$45,129
Other Expenses$40,372$667-$40,372
Interest$39,622--$39,622
Travel$2,778$271-$3,049
Advertising$1,239$58-$1,297
Total Functional Expenses$6,287,551$80,213$0$6,367,764

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,447,087
Expenses per Audited Statements$6,367,764
Total Expenses per Form 990$6,367,764
Expenses Not Reported on Form 990$79,323
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,510
Fundraising Direct Expenses$9,049
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
Ppp Loan$1,079,200
Funds Held for Clients$645,138
Accrued Compensated Absences Payable$106,661
Accrued Interest Payable$2,338
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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

“Board of directors review and approve”

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 and approved 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
Lori Wertz
Title
CEO
Phone
4064529531
Signed
2022-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Wertz
Formed
1977
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
264
Volunteers
7

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 -9,049. Rental expenses -70,274.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 9,049. Rental expenses 70,274.”

Raw XML AppendixShowing 400 of 529 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/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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/BOYAmt0885926
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0811113
IRS990/NetAssetsOrFundBalancesBOYAmt03895089
IRS990/NetAssetsOrFundBalancesEOYAmt06419202
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0144731
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01805
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0146536
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt04461
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04461
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0123064
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt084545
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-38519
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0172728
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03019402
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05539957
IRS990/NoncashContributionsAmt027080
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt020224
IRS990/OccupancyGrp/ProgramServicesAmt0472227
IRS990/OccupancyGrp/TotalAmt0492451
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03165
IRS990/OfficeExpensesGrp/ProgramServicesAmt0335456
IRS990/OfficeExpensesGrp/TotalAmt0338621
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01486811
IRS990/OtherAssetsTotalGrp/EOYAmt01916967
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09136
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0327872
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0337008
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1WRAP - RESPITE, THERAPY
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3SUBCONTRACTED SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0667
IRS990/OtherExpensesGrp/ProgramServicesAmt0125099
IRS990/OtherExpensesGrp/ProgramServicesAmt166768
IRS990/OtherExpensesGrp/ProgramServicesAmt240879
IRS990/OtherExpensesGrp/ProgramServicesAmt340372
IRS990/OtherExpensesGrp/TotalAmt0125099
IRS990/OtherExpensesGrp/TotalAmt166768
IRS990/OtherExpensesGrp/TotalAmt241546
IRS990/OtherExpensesGrp/TotalAmt340372
IRS990/OtherLiabilitiesGrp/BOYAmt01809346
IRS990/OtherLiabilitiesGrp/EOYAmt01833337
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/BusinessCd1624100
IRS990/OtherRevenueMiscGrp/BusinessCd2624100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1CSS PARK GARDEN/SSI
IRS990/OtherRevenueMiscGrp/Desc2WOUNDED WARRIOR
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt021860
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt111809
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt210620
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt021860
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt111809
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt210620
IRS990/OtherRevenueTotalAmt044289
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt024487
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03768093
IRS990/OtherSalariesAndWagesGrp/TotalAmt03792580
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03538
IRS990/PayrollTaxesGrp/ProgramServicesAmt0544646
IRS990/PayrollTaxesGrp/TotalAmt0548184
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07056
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019932
IRS990/PrincipalOfficerNm0LORI WERTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0PRODUCTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt049866
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt049866
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06012144
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0353871
IRS990/PYOtherExpensesAmt01686756
IRS990/PYOtherRevenueAmt0264030
IRS990/PYProgramServiceRevenueAmt069172
IRS990/PYRevenuesLessExpensesAmt0-488801
IRS990/PYSalariesCompEmpBnftPaidAmt05501262
IRS990/PYTotalExpensesAmt07188018
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06699217
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02351385
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt084545
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0219024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08358125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05991924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06617113
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07709962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09082608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt037759732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0107665
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0201453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0192498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0147594
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0228435
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0877645
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01402385
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97730
IRS990ScheduleA/PublicSupportPY170Pct00.97750
IRS990ScheduleA/PublicSupportTotal170Amt037759732
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08358125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05991924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06617113
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07709962
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09082608
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt037759732
IRS990ScheduleA/TotalSupportAmt038637377
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/BoardDesignatedBalanceEOYPct00.31708
IRS990ScheduleD/BuildingsGrp/BookValueAmt02167777
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02174251
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04342028
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0879020
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0200000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01272062
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0201156
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt08114
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0991252
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05475
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0879020
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt089460
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0207167
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0970356
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0300
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0991252
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059651
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt039055
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0790463
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05733
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0970356
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0174160
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0829504
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt020000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0790463
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-59041
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0180842
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01411405
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01592247
IRS990ScheduleD/ExpensesNotReportedAmt079323
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06367764
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt0411525
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0411525
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0168286
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0146460
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0314746
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0172728
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01272064
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1644903
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ENDOWMENT TRUST FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CLIENTS' CASH ACCOUNTS
IRS990ScheduleD/OtherExpensesIncludedAmt079323
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0106661
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12338
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2645138
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31079200

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Filings

Displayed year

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

Open filing
Assets
$9,198,073
Liabilities
$2,778,871
Net assets
$6,419,202
Revenue
$8,719,149
Expenses
$6,367,764
Net income
$2,351,385
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