Civic Intelligence

Quality Life Concepts Inc.

990 • Fiscal year 2022 • EIN 81-0366158

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 09, 2023

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

54th percentile

0.15x

Higher debt load relative to assets than 54% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.19x

Higher debt load relative to revenue than 55% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

73rd percentile

23%

Higher net margin than 73% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

36th percentile

$90,155

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-16%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$9,211,678

Up $13,605 (+0.1%) from 2021

Net Assets

Up

$7,785,146

Up $1,365,944 (+21%) from 2021

Liabilities

Down

$1,426,532

Down $1,352,339 (-49%) from 2021

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin73rd percentile

Revenue

Down

$7,337,307

Down $1,381,842 (-16%) from 2021

Expenses

Down

$5,651,381

Down $716,383 (-11%) from 2021

Net Income

Down

$1,685,926

Down $665,459 (-28%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2022

Assets$9,211,678
Liabilities$1,426,532
Net Assets$7,785,146
Open 2022 Filing

Operations Trend

Revenue Growth21st 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

2022

Revenue$7,337,307
Expenses$5,651,381
Net Income$1,685,926
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 9, 2023
Return Version
2021v4.2
Gross Receipts
$8,080,678
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$3,752,290$4,564,063▲ $811,773
Land, Buildings, and Equipment, Net$2,928,430$2,522,574▼ $405,856
Accounts Receivable$537,544$496,661▼ $40,883
Investments Other Securities$42,910$46,652▲ $3,742
Prepaid Expenses and Deferred Charges$19,932$0▼ $19,932
Total Assets$9,198,073$9,211,678▲ $13,605
Other Assets Total$1,916,967$1,581,728▼ $335,239
Liabilities
Mortgage Notes Payable Secured by Investment Property$811,113$760,731▼ $50,382
Other Liabilities$1,833,337$624,026▼ $1,209,311
Accounts Payable and Accrued Expenses$134,421$41,775▼ $92,646
Total Liabilities$2,778,871$1,426,532▼ $1,352,339
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,539,957$6,906,721▲ $1,366,764
Net Assets With Donor Restrictions$879,245$878,425▼ $820
Total Net Assets Fund Balance$6,419,202$7,785,146▲ $1,365,944
Total Liabilities and Net Assets / Fund Balance$9,198,073$9,211,678▲ $13,605

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,890,045$2,108,394$3,998,439
Equipment$84,344$1,450,702$1,535,046
Land$387,803-$387,803
Leasehold Improvements$160,382$154,364$314,746
Other Assets Org$512,011--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,272,062$375▼ $193,015$9,705$1,069,717
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
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori WertzCEOFT$83,364$6,791$90,155

Board Members and Trustees

NameTitle
Carol ShipleyPresident
Cody WrightVice President
Cynthia ByersBoard Member
Karen CordaBoard Member
Len NopenBoard Member
Lindy FarrellBoard Member
Nancy LonckiBoard Member
Phil SchroederBoard Member
Tammy LaroqueBoard Member
Kathy AsichSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,905,158
Program Service Revenue
$46,180
Investment Income
$173,523
Other Revenue
$212,446
All Other Contributions
$5,721,281
Change in Net Assets
$1,685,926

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$29,140Usda Provided Figure
Total Noncash Contributions1$29,140-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,396,356
Revenue Not Reported on Financial Statements
$-59,049
Revenue Not Reported on Form 990
$-319,982
Other Revenue Adjustments
$-59,049
Total Revenue per Audited Statements
$7,076,374
Total Revenue per Form 990
$7,337,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,205,157
Other Expenses$1,446,224
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,244,193$103,202-$3,347,395
Occupancy$545,452$20,653-$566,105
Other Employee Benefits$374,734$11,850-$386,584
Payroll Taxes$369,127$12,831-$381,958
Depreciation Depletion$222,806$2,430-$225,236
Office Expenses$146,693$4,922-$151,615
Insurance$113,117$300-$113,417
Current Officers, Directors, Trustees, and Key Employees$86,470$2,750-$89,220
All Other Expenses$59,864$19,461-$79,325
Other Expenses$50,354$437-$50,354
Interest$30,721--$30,721
Travel$3,515$158-$3,673
Advertising$247$70-$317
Total Functional Expenses$5,472,292$179,089$0$5,651,381

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,710,430
Expenses per Audited Statements$5,651,381
Total Expenses per Form 990$5,651,381
Expenses Not Reported on Form 990$59,049
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 Direct Expenses$90
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$104,677-$90-
Total Events$104,677-$90$-90
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$512,302
Accrued Compensated Absences Payable$109,457
Accrued Interest Payable$2,267
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
2023-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Wertz
Formed
1977
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
202
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 -90. Rental expenses -58,959.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 90. Rental expenses 58,959.”

Raw XML AppendixShowing 400 of 551 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/InterestGrp/TotalAmt030721
IRS990/InvestmentIncomeGrp/ExclusionAmt036662
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036662
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt042910
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt046652
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03713460
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02928430
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02522574
IRS990/LandBldgEquipCostOrOtherBssAmt06236034
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0299356
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0384966
IRS990/LessRentalExpensesGrp/RealAmt058959
IRS990/LoanOutstandingInd00
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/BOYAmt0811113
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0760731
IRS990/NetAssetsOrFundBalancesBOYAmt06419202
IRS990/NetAssetsOrFundBalancesEOYAmt07785146
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt038645
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt098216
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0136861
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-90
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-90
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0112243
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt084850
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-27393
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-319982
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05539957
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06906721
IRS990/NoncashContributionsAmt029140
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt020653
IRS990/OccupancyGrp/ProgramServicesAmt0545452
IRS990/OccupancyGrp/TotalAmt0566105
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04922
IRS990/OfficeExpensesGrp/ProgramServicesAmt0146693
IRS990/OfficeExpensesGrp/TotalAmt0151615
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01916967
IRS990/OtherAssetsTotalGrp/EOYAmt01581728
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011850
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0374734
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0386584
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2SUBCONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc3GAS AND OIL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1437
IRS990/OtherExpensesGrp/ProgramServicesAmt0103768
IRS990/OtherExpensesGrp/ProgramServicesAmt166544
IRS990/OtherExpensesGrp/ProgramServicesAmt254687
IRS990/OtherExpensesGrp/ProgramServicesAmt350354
IRS990/OtherExpensesGrp/TotalAmt0103768
IRS990/OtherExpensesGrp/TotalAmt166569
IRS990/OtherExpensesGrp/TotalAmt255124
IRS990/OtherExpensesGrp/TotalAmt350354
IRS990/OtherLiabilitiesGrp/BOYAmt01833337
IRS990/OtherLiabilitiesGrp/EOYAmt0624026
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/BusinessCd1624100
IRS990/OtherRevenueMiscGrp/BusinessCd2624100
IRS990/OtherRevenueMiscGrp/Desc0AGENCY/SSI
IRS990/OtherRevenueMiscGrp/Desc1DAY T19 WAC
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt071151
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt134717
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt221818
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt071151
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt134717
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt221818
IRS990/OtherRevenueTotalAmt0127686
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0103202
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03244193
IRS990/OtherSalariesAndWagesGrp/TotalAmt03347395
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012831
IRS990/PayrollTaxesGrp/ProgramServicesAmt0369127
IRS990/PayrollTaxesGrp/TotalAmt0381958
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019932
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0LORI WERTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0PRODUCTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt046180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046180
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08358125
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0177863
IRS990/PYOtherExpensesAmt01601795
IRS990/PYOtherRevenueAmt0133295
IRS990/PYProgramServiceRevenueAmt049866
IRS990/PYRevenuesLessExpensesAmt02351385
IRS990/PYSalariesCompEmpBnftPaidAmt04765969
IRS990/PYTotalExpensesAmt06367764
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08719149
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01685926
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt084850
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0384325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06905158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08358125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05991924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06617113
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07709962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt035582282
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0148905
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0107665
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0201453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0192498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0147594
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0798115
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01181117
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97810
IRS990ScheduleA/PublicSupportPY170Pct00.97730
IRS990ScheduleA/PublicSupportTotal170Amt035582282
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06905158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08358125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05991924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06617113
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07709962
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt035582282
IRS990ScheduleA/TotalSupportAmt036380397
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/BoardDesignatedBalanceEOYPct00.18789
IRS990ScheduleD/BuildingsGrp/BookValueAmt01890045
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02108394
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03998439
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01272062
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0375
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01069717
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-193015
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt09705
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0879020
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0200000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01272062
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0201156
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt08114
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0991252
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05475
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0879020
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt089460
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0207167
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0970356
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0300
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0991252
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059651
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt039055
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0790463
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt05733
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0970356
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0174160
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt084344
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01450702
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01535046
IRS990ScheduleD/ExpensesNotReportedAmt059049
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05651381
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt0387803

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,211,678
Liabilities
$1,426,532
Net assets
$7,785,146
Revenue
$7,337,307
Expenses
$5,651,381
Net income
$1,685,926
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