Civic Intelligence

West Mont

990 • Fiscal year 2023 • EIN 81-0402506

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 28, 2023

2708 Bozeman AveHelena, MT 59601

(406) 447-3100

Siviq Scores

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

Liabilities / Assets

76th percentile

0.43x

Higher debt load relative to assets than 76% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

58th percentile

0.24x

Higher debt load relative to revenue than 58% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

30th percentile

-3.3%

Higher net margin than 30% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$128,589

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

82nd percentile

27%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

-0.8%

Faster revenue growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$5,102,554

Up $1,084,990 (+27%) from 2022

Net Assets

Down

$2,917,950

Down $295,860 (-9.2%) from 2022

Liabilities

Up

$2,184,604

Up $1,380,850 (+172%) from 2022

Revenue

Down

$8,954,863

Down $76,288 (-0.8%) from 2022

Expenses

Up

$9,250,723

Up $226,367 (+2.5%) from 2022

Net Income

Down

-$295,860

Down $302,655 (-4454%) from 2022

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,148,051Liabilities 2010: $422,529Net Assets 2010: $3,725,5222010Assets 2011: $3,913,860Liabilities 2011: $453,110Net Assets 2011: $3,460,7502011Assets 2012: $3,249,437Liabilities 2012: $492,522Net Assets 2012: $2,756,9152012Assets 2013: $2,890,302Liabilities 2013: $972,367Net Assets 2013: $1,917,9352013Assets 2014: $2,841,658Liabilities 2014: $693,814Net Assets 2014: $2,147,8442014Assets 2015: $3,374,547Liabilities 2015: $458,551Net Assets 2015: $2,915,9962015Assets 2016: $3,612,407Liabilities 2016: $428,023Net Assets 2016: $3,184,3842016Assets 2017: $2,664,871Liabilities 2017: $695,459Net Assets 2017: $1,969,4122017Assets 2018: $2,463,675Liabilities 2018: $545,463Net Assets 2018: $1,918,2122018Assets 2019: $3,253,212Liabilities 2019: $1,053,878Net Assets 2019: $2,199,3342019Assets 2020: $3,878,718Liabilities 2020: $2,030,919Net Assets 2020: $1,847,7992020Assets 2021: $4,065,784Liabilities 2021: $858,769Net Assets 2021: $3,207,0152021Assets 2022: $4,017,564Liabilities 2022: $803,754Net Assets 2022: $3,213,8102022Assets 2023: $5,102,554Liabilities 2023: $2,184,604Net Assets 2023: $2,917,9502023Assets 2024: $5,247,347Liabilities 2024: $2,590,951Net Assets 2024: $2,656,3962024Assets 2025: $4,934,783Liabilities 2025: $2,122,883Net Assets 2025: $2,811,9002025

Highlighted filing

2023

Assets$5,102,554
Liabilities$2,184,604
Net Assets$2,917,950

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,063,1162010Revenue 2011: $6,223,580Expenses 2011: $6,164,273Net Income 2011: $59,3072011Revenue 2012: $6,337,446Expenses 2012: $6,374,043Net Income 2012: -$36,5972012Expenses 2013: $6,589,1522013Revenue 2014: $6,773,876Expenses 2014: $6,543,967Net Income 2014: $229,9092014Revenue 2015: $7,627,271Expenses 2015: $6,859,119Net Income 2015: $768,1522015Revenue 2016: $7,490,246Expenses 2016: $7,256,002Net Income 2016: $234,2442016Revenue 2017: $6,996,983Expenses 2017: $8,211,955Net Income 2017: -$1,214,9722017Revenue 2018: $6,902,320Expenses 2018: $6,953,520Net Income 2018: -$51,2002018Revenue 2019: $8,066,885Expenses 2019: $7,785,763Net Income 2019: $281,1222019Revenue 2020: $8,656,018Expenses 2020: $9,007,553Net Income 2020: -$351,5352020Revenue 2021: $9,770,314Expenses 2021: $8,411,098Net Income 2021: $1,359,2162021Revenue 2022: $9,031,151Expenses 2022: $9,024,356Net Income 2022: $6,7952022Revenue 2023: $8,954,863Expenses 2023: $9,250,723Net Income 2023: -$295,8602023Revenue 2024: $10,125,129Expenses 2024: $10,386,683Net Income 2024: -$261,5542024Revenue 2025: $10,742,226Expenses 2025: $10,586,722Net Income 2025: $155,5042025

Highlighted filing

2023

Revenue$8,954,863
Expenses$9,250,723
Net Income-$295,860
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 28, 2023
Return Version
2022v5.0
Gross Receipts
$9,085,754
Mission and Program Overview

Mission

West mont has been providing services to people with developmental disabilities since july 26, 1972. Our agency mission is to promote quality of life for individuals with disabilities through growth and independence across all stages of life.

Promoting quality of life for individuals with disabilities through growth and independence across all stages of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,696,709$2,501,845▼ $194,864
Accounts Receivable$968,224$775,966▼ $192,258
Land, Buildings, and Equipment, Net$174,539$179,603▲ $5,064
Cash and Non-Interest-Bearing Accounts$24,710$25,363▲ $653
Prepaid Expenses and Deferred Charges$24,047$20,357▼ $3,690
Total Assets$4,017,564$5,102,554▲ $1,084,990
Other Assets Total$129,335$1,599,420▲ $1,470,085
Liabilities
Other Liabilities$0$1,474,567▲ $1,474,567
Accounts Payable and Accrued Expenses$674,419$583,984▼ $90,435
Escrow Account Liability$129,335$126,053▼ $3,282
Total Liabilities$803,754$2,184,604▲ $1,380,850
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,213,810$2,917,950▼ $295,860
Total Net Assets Fund Balance$3,213,810$2,917,950▼ $295,860
Total Liabilities and Net Assets / Fund Balance$4,017,564$5,102,554▲ $1,084,990

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$144,522$625,548$770,070
Equipment$24,130$135,847$159,977
Buildings$10,951$6,285$17,236
Other Assets Org$1,473,367--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$678,266-▲ $61,452-$735,386
2021$780,123-▼ $90,750-$678,266
2020$627,481-▲ $158,510-$780,123
2019$626,882-▲ $599-$627,481
2018$596,221-▲ $30,661-$626,882
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashleigh HeimbachPresidentFT$112,739$15,850$128,589
Gia BradleyVP Admin & FinanceFT$79,871$10,146$90,017

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$71,795
Program Service Revenue
$8,349,915
Investment Income
$26,239
Other Revenue
$506,914
All Other Contributions
$12,293
Change in Net Assets
$-295,860

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
Cars and Other Vehicles1$49,515Fair Market Value (FMV)
Total Noncash Contributions1$49,515-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,453,890
Other Expenses$1,796,833
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,079,686$967,560-$6,047,246
Occupancy$178,618$522,628-$701,246
Payroll Taxes$529,178$88,928-$618,106
Other Employee Benefits$413,486$84,690-$498,176
Current Officers, Directors, Trustees, and Key Employees$189,991$39,403-$229,394
Insurance$3,852$188,728-$192,580
Office Expenses$55,777$52,860-$108,637
Fees for Services Other$28,563$64,545-$93,108
Travel$81,193$820-$82,013
Depreciation Depletion$73,957--$73,957
Pension Plan Contributions$36,581$24,387-$60,968
Fees for Services Accounting-$47,682-$47,682
Information Technology$35,586$1,101-$36,687
All Other Expenses$13,987$17,792-$31,779
Advertising$22,625$6,758-$29,383
Other Expenses$151$14,910-$15,061
Fees for Services Legal-$7,373-$7,373
Conferences and Meetings$1,993$1,444-$3,437
Total Functional Expenses$7,087,187$2,163,536$0$9,250,723
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Obligation$1,473,367
Rental Deposits$1,200
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
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 B, Line 11B

The form 990 is prepared by an external accountant and a copy is provided to each board member for review prior to filing.

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

All board members are required to follow the conflict of interest policy as set forth by the organization. Board members are required to review and update a conflict of interest statement annually ensuring they are still in compliance with the policy. If there is a conflict of interest, the affected board member shall disclose the existence of the conflict to the chair, vice-chair, or president and shall withdraw from any discussion or vote on the issue. If there is a disagreement over the existence of a conflict of interest, the affected board member shall make themself available to answer any questions from the remaining board members. The remaining board members shall vote on whether a conflict of interest exists.

Form 990, Part VI, Section B, Line 15A

A sub-committee of the board assembles data relating to performance and compensation issues of the president. The sub-committee meets and makes recommendations to the full board. The board votes on a final compensation package annually or as needed.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
West Mont
EIN
81-0402506
Phone
4064473100
Address
2708 BOZEMAN AVE, HELENA, MT 59601

Signing Officer

Name
David Peretto
Title
Chair
Phone
4064473100
Signed
2023-11-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Peretto
Formed
1982
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
8
Employees
357
Volunteers
9

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

The financial statement oversight process has not changed from the prior year. The organization has a board of directors who approved the budget at the beginning of the fiscal year. The board met many times throughout the year to review the monthly financial statements.

Financial Statement Notes

PART III, LINE 4:

The donor of the artwork hoped the paintings and reproductions would bring joy to the residents of west mont.

PART IV, LINE 2B:

Cash in client trust funds represents cash deposits held by the organization on behalf of its clients.

PART V, LINE 4:

The investment earnings will be used for projects on the farm.

PART X, LINE 2:

The organization is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. However, income from certain activities not directly related to the organization's tax-exempt purpose is subject to taxation as unrelated business income. In addition, the organization qualifies for charitable contributions under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation.

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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/Desc0WEST MONT OPERATES A COMBINATION OF 13 LICENSED GROUP HOMES AND APARTMENT RESIDENTIAL SETTINGS LOCATED THROUGHOUT THE HELENA, MONTANA COMMUNITY. DURING FY2023, WE SERVED OVER 200 INDIVIDUALS. IN ADDITION TO TRAINING FOR SELF-HELP SKILLS (PERSONAL CARE, NUTRITION AND MEAL PREPARATION, COMMUNAL LIVING, ETC.), WEST MONT ENCOURAGED ALL CONSUMERS TO PARTICIPATE IN OUR ART CLUB, FIELD DAY OLYMPICS, NORDIC SKI DAY, AND INDIVIDUALLY DESIGNED COMMUNITY BASED-EVENTS (MOVIES, CONCERTS, BOWLING, VOLUNTEERING).IN MARCH 2023, WEST MONT BEGAN A NEW PROGRAM OF RENTING IT'S HUMBOLT APARTMENTS TO INDIVIDUALS WITH DISABILITIES WHO ARE TRANSITIONING FROM THEIR GUARDIAN'S HOMES OR GROUP HOMES TO SEMI-INDEPENDENT LIVING. WEST MONT'S SUPPORTED LIVING PROGRAM ASSISTS WITH COOKING, TRANSPORTATION TO WORK AND COMMUNITY EVENTS.
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IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01101
IRS990/InformationTechnologyGrp/ProgramServicesAmt035586
IRS990/InformationTechnologyGrp/TotalAmt036687
IRS990/InsuranceGrp/ManagementAndGeneralAmt0188728
IRS990/InsuranceGrp/ProgramServicesAmt03852
IRS990/InsuranceGrp/TotalAmt0192580
IRS990/InvestmentIncomeGrp/ExclusionAmt015232
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015232
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt046
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0767680
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0174539
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0179603
IRS990/LandBldgEquipCostOrOtherBssAmt0947283
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01493
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WEST MONT HAS BEEN PROVIDING SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES SINCE JULY 26, 1984. OUR AGENCY MISSION IS TO PROMOTE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES THROUGH GROWTH AND INDEPENDENCE ACROSS ALL STAGES OF LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03213810
IRS990/NetAssetsOrFundBalancesEOYAmt02917950
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011007
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011007
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0506914
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0506914
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03213810
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02917950
IRS990/NoncashContributionsAmt049515
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0522628
IRS990/OccupancyGrp/ProgramServicesAmt0178618
IRS990/OccupancyGrp/TotalAmt0701246
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt052860
IRS990/OfficeExpensesGrp/ProgramServicesAmt055777
IRS990/OfficeExpensesGrp/TotalAmt0108637
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0129335
IRS990/OtherAssetsTotalGrp/EOYAmt01599420
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt084690
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0413486
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0498176
IRS990/OtherExpensesGrp/Desc0FOOD & HOUSEHOLD
IRS990/OtherExpensesGrp/Desc1MISC EXPENSE
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3EDUCATION & TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014374
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt116090
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21463
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt314910
IRS990/OtherExpensesGrp/ProgramServicesAmt0225199
IRS990/OtherExpensesGrp/ProgramServicesAmt169466
IRS990/OtherExpensesGrp/ProgramServicesAmt247298
IRS990/OtherExpensesGrp/ProgramServicesAmt3151
IRS990/OtherExpensesGrp/TotalAmt0239573
IRS990/OtherExpensesGrp/TotalAmt185556
IRS990/OtherExpensesGrp/TotalAmt248761
IRS990/OtherExpensesGrp/TotalAmt315061
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt01474567
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0967560
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05079686
IRS990/OtherSalariesAndWagesGrp/TotalAmt06047246
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt088928
IRS990/PayrollTaxesGrp/ProgramServicesAmt0529178
IRS990/PayrollTaxesGrp/TotalAmt0618106
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt024387
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt036581
IRS990/PensionPlanContributionsGrp/TotalAmt060968
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024047
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020357
IRS990/PrincipalOfficerNm0DAVID PERETTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
IRS990/ProgramServiceRevenueGrp/BusinessCd3624310
IRS990/ProgramServiceRevenueGrp/Desc0GROUP HOMES & RESIDENT
IRS990/ProgramServiceRevenueGrp/Desc1VOCATIONAL REHABILITAT
IRS990/ProgramServiceRevenueGrp/Desc2SUPPORTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05341294
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12047453
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2687849
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3273319
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05341294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12047453
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2687849
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3273319
IRS990/ProgSrvcAccomActy2Grp/Desc0WEST MONT HAS 3 VOCATIONAL FACILITIES, ONE DAY ACTIVITY (VASTT), AND 5 PASS PROGRAMS, AND PROVIDED SERVICES FOR AN AVERAGE OF 100 CONSUMERS FROM MONDAY THROUGH FRIDAY IN FY2023. TO PROVIDE QUALITY VOCATIONAL SERVICES AND TO GENERATE 3RD PARTY, NON-CONTRACT REVENUE, WEST MONT HAS DEVELOPED SEVERAL OPPORTUNITIES TO GENERATE THIRD-PARTY REVENUE: FLOWER SALES, CHRISTMAS TREES, GREENHOUSE TOMATOES, PUMPKINS, BEDDING PLANTS, FARMER'S MARKET, SHREDDING, JANITORIAL CREW, DIRECT MAILING, AND A PETTING ZOO.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01781719
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02554367
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTED SERVICES IS WEST MONT'S FASTEST GROWING PROGRAM, PROVIDING ESSENTIAL RESIDENTIAL AND/OR VOCATIONAL SUPPORT TO OVER 80 INDIVIDUALS WITH DISABILITIES. THESE CONSUMERS EITHER LIVE INDEPENDENTLY OR ARE STILL RESIDING WITH FAMILY MEMBERS. SEVERAL HAVE COMMUNITY-BASED JOBS AND CAN USE PUBLIC TRANSPORTATION TO COMMUTE AROUND THE COMMUNITY. SERVICES RANGE FROM JOB COACHING, TEACHING INTERVIEW SKILLS AND WHAT IS APPROPRIATE TO WEAR TO AN INTERVIEW, TO ASSISTANCE WITH MEDICATIONS, MEAL PREPARATION, MEDICAL APPOINTMENTS, AND SOCIALIZATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0735650
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0687849
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0211
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0246
IRS990/PYOtherExpensesAmt01609078
IRS990/PYOtherRevenueAmt0567322
IRS990/PYProgramServiceRevenueAmt08463372
IRS990/PYRevenuesLessExpensesAmt06795
IRS990/PYSalariesCompEmpBnftPaidAmt07415278
IRS990/PYTotalExpensesAmt09024356
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09031151
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-295860
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05614613
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02696709
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02501845
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt071795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01727517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0633263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0356678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02789464
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015232
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0246
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0243
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04210
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010004
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08986227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09242851
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08324207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08252824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07933490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt042739599
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015232
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0246
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0243
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010004
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029935
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt045529063
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09058022
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09243062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010051724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08886087
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08290168
IRS990ScheduleA/Total509Grp/TotalAmt045529063
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09073254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09243308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010051967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08890297
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08302172
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt045560998
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/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt011050
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt010951
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06285
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt017236
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04332
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0678266
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0735386
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt061452

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.93$2.12$2.81$10.7$10.6$0.16
2024Detailed filing. Detailed filing data is available for this year.$5.25$2.59$2.66$10.1$10.4$0.26
2023Detailed filing. Detailed filing data is available for this year.$5.10$2.18$2.92$8.95$9.25$0.30
2022Detailed filing. Detailed filing data is available for this year.$4.02$0.80$3.21$9.03$9.02$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.86$3.21$9.77$8.41$1.36
2020Detailed filing. Detailed filing data is available for this year.$3.88$2.03$1.85$8.66$9.01$0.35
2019Detailed filing. Detailed filing data is available for this year.$3.25$1.05$2.20$8.07$7.79$0.28
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.55$1.92$6.90$6.95$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.66$0.70$1.97$7.00$8.21$1.21
2016Detailed filing. Detailed filing data is available for this year.$3.61$0.43$3.18$7.49$7.26$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.37$0.46$2.92$7.63$6.86$0.77
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.69$2.15$6.77$6.54$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.97$1.92$6.59
2012Summary only. Only limited summary data is available for this year.$3.25$0.49$2.76$6.34$6.37$0.04
2011Summary only. Only limited summary data is available for this year.$3.91$0.45$3.46$6.22$6.16$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.42$3.73$6.06