Civic Intelligence

Judicial District VII Casa Program Inc.

990 • Fiscal year 2021 • EIN 82-0454547

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 09, 2021

Organization ProfileN/A
490 MemorialIdaho Falls, ID 83402

(208) 523-6525

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

81st percentile

41%

Higher net margin than 81% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$58,563

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

76th percentile

34%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

70%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$672,155

Up $170,889 (+34%) from 2020

Net Assets

Up

$669,883

Up $172,366 (+35%) from 2020

Liabilities

Down

$2,272

Down $1,477 (-39%) from 2020

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin81st percentile

Revenue

Up

$422,276

Up $174,331 (+70%) from 2020

Expenses

Up

$249,910

Up $39,795 (+19%) from 2020

Net Income

Up

$172,366

Up $134,536 (+356%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $146,828Liabilities 2011: $1,335Net Assets 2011: $145,4932011Assets 2012: $182,859Liabilities 2012: $1,106Net Assets 2012: $181,7532012Assets 2013: $220,150Liabilities 2013: $1,410Net Assets 2013: $218,7402013Assets 2014: $260,914Liabilities 2014: $1,457Net Assets 2014: $259,4572014Assets 2015: $290,576Liabilities 2015: $1,791Net Assets 2015: $288,7852015Assets 2016: $317,213Liabilities 2016: $3,858Net Assets 2016: $313,3552016Assets 2017: $364,091Liabilities 2017: $4,430Net Assets 2017: $359,6612017Assets 2018: $417,238Liabilities 2018: $5,770Net Assets 2018: $411,4682018Assets 2019: $461,452Liabilities 2019: $1,750Net Assets 2019: $459,7022019Assets 2020: $501,266Liabilities 2020: $3,749Net Assets 2020: $497,5172020Assets 2021: $672,155Liabilities 2021: $2,272Net Assets 2021: $669,8832021Assets 2022: $649,499Liabilities 2022: $6,731Net Assets 2022: $642,7682022Assets 2023: $753,550Liabilities 2023: $8,027Net Assets 2023: $745,5232023Assets 2024: $962,365Liabilities 2024: $33,659Net Assets 2024: $928,7062024Assets 2025: $1,123,317Liabilities 2025: $5,741Net Assets 2025: $1,117,5762025

Highlighted filing

2021

Assets$672,155
Liabilities$2,272
Net Assets$669,883
Open 2021 Filing

Operations Trend

Revenue Growth80th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $115,276Expenses 2011: $99,745Net Income 2011: $15,5312011Revenue 2012: $142,250Expenses 2012: $105,990Net Income 2012: $36,2602012Revenue 2013: $144,671Expenses 2013: $107,684Net Income 2013: $36,9872013Revenue 2014: $158,593Expenses 2014: $117,876Net Income 2014: $40,7172014Revenue 2015: $160,444Expenses 2015: $131,116Net Income 2015: $29,3282015Revenue 2016: $168,559Expenses 2016: $143,989Net Income 2016: $24,5702016Revenue 2017: $181,413Expenses 2017: $135,107Net Income 2017: $46,3062017Revenue 2018: $231,493Expenses 2018: $179,686Net Income 2018: $51,8072018Revenue 2019: $236,681Expenses 2019: $188,495Net Income 2019: $48,1862019Revenue 2020: $247,945Expenses 2020: $210,115Net Income 2020: $37,8302020Revenue 2021: $422,276Expenses 2021: $249,910Net Income 2021: $172,3662021Revenue 2022: $242,959Expenses 2022: $269,998Net Income 2022: -$27,0392022Revenue 2023: $427,649Expenses 2023: $324,895Net Income 2023: $102,7542023Revenue 2024: $538,293Expenses 2024: $353,841Net Income 2024: $184,4522024Revenue 2025: $550,082Expenses 2025: $360,120Net Income 2025: $189,9622025

Highlighted filing

2021

Revenue$422,276
Expenses$249,910
Net Income$172,366
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 9, 2021
Return Version
2020v4.1
Gross Receipts
$422,276
Mission and Program Overview

Mission

CHILD ADVOCACY

Advocating on behalf of children

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$367,632$541,166▲ $173,534
Cash and Non-Interest-Bearing Accounts$116,261$110,994▼ $5,267
Land, Buildings, and Equipment, Net$13,083$15,633▲ $2,550
Prepaid Expenses and Deferred Charges$4,290$4,362▲ $72
Total Assets$501,266$672,155▲ $170,889
Liabilities
Accounts Payable and Accrued Expenses$3,749$2,272▼ $1,477
Total Liabilities$3,749$2,272▼ $1,477
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$497,517$669,883▲ $172,366
Total Net Assets Fund Balance$497,517$669,883▲ $172,366
Total Liabilities and Net Assets / Fund Balance$501,266$672,155▲ $170,889

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$18,839--
Equipment$9,935$60,276-
Leasehold Improvements$5,698$1,736-
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stacy McalevyExecutive DirectorFT$58,563$58,563

Board Members and Trustees

NameTitle
Lisa CasperPresident
Kari CamposMember
Lindsey RomankiwMember
Jamie PrestwichSecretary
Jarod PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$297,852
Program Service Revenue
$0
Investment Income
$13,737
Other Revenue
$110,687
All Other Contributions
$61,864
Change in Net Assets
$172,366

Audited Revenue Reconciliation

Revenue per Audited Statements
$422,276
Total Revenue per Audited Statements
$422,276
Total Revenue per Form 990
$422,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$177,266
Other Expenses$72,644
Total Fundraising Expense$200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$106,944$0$0$106,944
Current Officers, Directors, Trustees, and Key Employees$58,563$0$0$58,563
All Other Expenses$12,958$7,601$200$20,759
Occupancy$9,300$9,300$0$18,600
Advertising$17,637$0$0$17,637
Payroll Taxes$11,759$0$0$11,759
Insurance$0$6,922$0$6,922
Travel$3,461$0$0$3,461
Depreciation Depletion$2,602$0$0$2,602
Office Expenses$158$1,505$0$1,663
Fees for Services Accounting$0$1,000$0$1,000
Total Functional Expenses$223,382$26,328$200$249,910

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$249,986
Expenses per Audited Statements$249,910
Total Expenses per Form 990$249,910
Expenses Not Reported on Form 990$76
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Judicial District Vii Casa Program Inc
EIN
82-0454547
Phone
2085236525
Address
490 MEMORIAL, IDAHO FALLS, ID 83402

Signing Officer

Name
Lisa Casper
Title
President
Phone
2085236525
Signed
2021-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Casper
Formed
1991
Legal Domicile
Id
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
85

Preparer

Firm
Jensen Poulsen & Co PLLC
Address
PO BOX 50700, Idaho Falls, ID 83405
Preparer
Damon Johnson
Phone
2085222295
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The form 990 was provided to the board and the board reviewed the form for any mistakes or amounts that needed explanation.”

Pt XI

“Excess depreciation per tax return”

Financial Statement Notes

Pt XII, Line 2D

“Excess depreciation per book”

Raw XML AppendixShowing 400 of 475 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03749
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02272
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ADVOCATING ON BEHALF OF CHILDREN
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt017637
IRS990/AdvertisingGrp/TotalAmt017637
IRS990/AllOtherContributionsAmt061864
IRS990/AllOtherExpensesGrp/FundraisingAmt0200
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07601
IRS990/AllOtherExpensesGrp/ProgramServicesAmt012958
IRS990/AllOtherExpensesGrp/TotalAmt020759
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0STACY
IRS990/BooksInCareOfDetail/PhoneNum02085236525
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0MCALEVY
IRS990/BooksInCareOfDetail/USAddress/CityNm0IDAHO FALLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990/BooksInCareOfDetail/USAddress/ZIPCd083402
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0116261
IRS990/CashNonInterestBearingGrp/EOYAmt0110994
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt058563
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt058563
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt04229
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0297852
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt013737
IRS990/CYOtherExpensesAmt072644
IRS990/CYOtherRevenueAmt0110687
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0172366
IRS990/CYSalariesCompEmpBnftPaidAmt0177266
IRS990/CYTotalExpensesAmt0249910
IRS990/CYTotalFundraisingExpenseAmt0200
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0422276
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02602
IRS990/DepreciationDepletionGrp/TotalAmt02602
IRS990/Desc0RECRUITED, TRAINED AND SUPERVISED COURT APPOINTED ADVOCATES FOR CHILD ABUSE VICTIMS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0223382
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMIE PRESTWICH
IRS990/Form990PartVIISectionAGrp/PersonNm1KARI CAMPOS
IRS990/Form990PartVIISectionAGrp/PersonNm2LISA CASPER
IRS990/Form990PartVIISectionAGrp/PersonNm3JAROD PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm4LINDSEY ROMANKIW
IRS990/Form990PartVIISectionAGrp/PersonNm5STACY MCALEVY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt558563
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt04229
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0231759
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0422276
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt06922
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt06922
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013737
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0367632
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0541166
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt062012
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013083
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015633
IRS990/LandBldgEquipCostOrOtherBssAmt077645
IRS990/LegalDomicileStateCd0ID
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ADVOCATING ON BEHALF OF CHILDREN
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0497517
IRS990/NetAssetsOrFundBalancesEOYAmt0669883
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0497517
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0669883
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09300
IRS990/OccupancyGrp/ProgramServicesAmt09300
IRS990/OccupancyGrp/TotalAmt018600
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01505
IRS990/OfficeExpensesGrp/ProgramServicesAmt0158
IRS990/OfficeExpensesGrp/TotalAmt01663
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherRevenueMiscGrp/BusinessCd0624110
IRS990/OtherRevenueMiscGrp/BusinessCd1624110
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAIN ON INVESTMENTS
IRS990/OtherRevenueMiscGrp/Desc1REFUNDS/REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0104646
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16041
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0104646
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16041
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0110687
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0106944
IRS990/OtherSalariesAndWagesGrp/TotalAmt0106944
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt011759
IRS990/PayrollTaxesGrp/TotalAmt011759
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04290
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04362
IRS990/PrincipalOfficerNm0LISA CASPER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0239448
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt013618
IRS990/PYOtherExpensesAmt055297
IRS990/PYOtherRevenueAmt0-5121
IRS990/PYRevenuesLessExpensesAmt037830
IRS990/PYSalariesCompEmpBnftPaidAmt0154818
IRS990/PYTotalExpensesAmt0210115
IRS990/PYTotalRevenueAmt0247945
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0172366
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt0422276
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0297852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0239448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0219738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0215244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0160838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01133120
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013618
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021305
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012996
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05418
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt067074
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94410
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.94020
IRS990ScheduleA/PublicSupportTotal170Amt01133120
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0297852
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0239448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0219738
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0215244
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0160838
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01133120
IRS990ScheduleA/TotalSupportAmt01200194
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt09935
IRS990ScheduleD/EquipmentGrp/DepreciationAmt060276
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt070211
IRS990ScheduleD/ExpensesNotReportedAmt076
IRS990ScheduleD/ExpensesSubtotalAmt0249910
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt08382
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt117239
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt227339
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt316319
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt428050
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt513389
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt617285
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt729774
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt827340
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt928106
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1030383
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1115038
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1216777
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1312427
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1423499
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1520109
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1621891
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1732079
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt187811
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1919722
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2021722
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2112030
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2215368
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2313472
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2412072
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2517902
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2616802
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2718839
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CASH
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1ISHARES S&P 500 GROWTH FUND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2SPDR SERIES S&P DIVIDEND ETF
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3AMERICAN BOND FUND OF AMERICA
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4AMERICAN INCOME FUND OF AMERICA
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc5AMERICAN MUTUAL
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc6AMERICAN NEW WORLD
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc7BLACKROCK EQUITY DIVIDEND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc8BLACKROCK GLOBAL ALLOCATION
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc9FRANKLIN DYNATECH
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc10FRANKLIN RISING DIVIDENDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc11HARTFORD STRATEGIC INCOME
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc12HARTFORD TOTAL RETURN BOND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc13INVESCO INTERNATIONAL
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc14JOHN HANCOCK BALANCED
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc15JOHN HANCOCK BOND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc16JPMORGAN EMERGING MARKETS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc17JPMORGAN EQUITY INCOME
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc18JPMORGAN GOVERNMENT BOND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc19JPMORGAN LARGE CAP GROWTH
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc20JPMORGAN SMALL CAP GROWTH
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc21LORD ABBETT BOND DEBENTURE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc22LORD ABBETT SHORT DURATION TAX FREE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc23MFS CORPORATE BOND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc24MFS MUNICIPAL HIGH INCOME
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc25MFS VALUE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc26PGIM TOTAL RETURN BOND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc27VICTORY SYCAMORE SMALL COMPANY
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd5F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd6F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd7F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd8F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd9F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd10F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd11F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd12F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd13F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd14F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd15F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd16F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd17F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd18F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd19F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd20F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd21F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd22F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd23F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd24F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd25F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd26F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd27F
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05698
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01736
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt07434
IRS990ScheduleD/OtherExpensesIncludedAmt076
IRS990ScheduleD/RevenueSubtotalAmt0422276
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EXCESS DEPRECIATION PER BOOK
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XII, Line 2d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015633
IRS990ScheduleD/TotalBookValueProgramRltdAmt0541166
IRS990ScheduleD/TotalExpensesPerForm990Amt0249910
IRS990ScheduleD/TotalRevenuePerForm990Amt0422276
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0422276
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0249986
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PROVIDED TO THE BOARD AND THE BOARD REVIEWED THE FORM FOR ANY MISTAKES OR AMOUNTS THAT NEEDED EXPLANATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXCESS DEPRECIATION PER TAX RETURN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0501266
IRS990/TotalAssetsEOYAmt0672155

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$672,155
Liabilities
$2,272
Net assets
$669,883
Revenue
$422,276
Expenses
$249,910
Net income
$172,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.01$1.12$0.55$0.36$0.19
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.03$0.93$0.54$0.35$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.01$0.75$0.43$0.32$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.01$0.64$0.24$0.27$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.42$0.25$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.25$0.21$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.24$0.19$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.01$0.41$0.23$0.18$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.18$0.14$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.31$0.17$0.14$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.16$0.13$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$0.16$0.12$0.04
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$0.14$0.11$0.04
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$0.14$0.11$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.12$0.10$0.02