Civic Intelligence

Deerfield Charitable Foundation

990 • Fiscal year 2021 • EIN 83-3913679

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 15, 2022

Organization ProfileWWW.DEERFIELDWNC.ORG
1617 Hendersonville RoadAsheville, NC 28803

(828) 274-1531

Siviq Scores

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

Liabilities / Assets

14th percentile

0.05x

Higher debt load relative to assets than 14% of similar nonprofits.

2021 filings • NTEE L • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

28th percentile

0.88x

Higher debt load relative to revenue than 28% of similar nonprofits.

2021 filings • NTEE L • $10M-$25M nonprofits • Source year 2021

Net Margin

51st percentile

6.5%

Higher net margin than 51% of similar nonprofits.

2021 filings • NTEE L • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$665,126

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 74.7% of source-year revenue.

2021 filings • NTEE L • $10M-$25M nonprofits • Source year 2021

Asset Growth

86th percentile

14%

Faster asset growth than 86% of similar nonprofits.

2021 filings • NTEE L • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

86%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • NTEE L • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$16,996,116

Up $2,057,583 (+14%) from 2020

Net Assets

Up

$16,215,465

Up $1,701,248 (+12%) from 2020

Liabilities

Up

$780,651

Up $356,335 (+84%) from 2020

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin51st percentile

Revenue

Up

$890,781

Up $412,531 (+86%) from 2020

Expenses

Up

$833,288

Up $54,674 (+7.0%) from 2020

Net Income

Up

$57,493

Up $357,857 (+119%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$20M$15M$10M$5.0M$0Assets 2020: $14,938,533Liabilities 2020: $424,316Net Assets 2020: $14,514,2172020Assets 2021: $16,996,116Liabilities 2021: $780,651Net Assets 2021: $16,215,4652021Assets 2022: $14,998,906Liabilities 2022: $1,156,368Net Assets 2022: $13,842,5382022Assets 2023: $14,903,916Liabilities 2023: $1,543,629Net Assets 2023: $13,360,2872023Assets 2024: $17,642,121Liabilities 2024: $1,990,199Net Assets 2024: $15,651,9222024

Highlighted filing

2021

Assets$16,996,116
Liabilities$780,651
Net Assets$16,215,465
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2020: $478,250Expenses 2020: $778,614Net Income 2020: -$300,3642020Revenue 2021: $890,781Expenses 2021: $833,288Net Income 2021: $57,4932021Revenue 2022: $1,604,761Expenses 2022: $736,390Net Income 2022: $868,3712022Revenue 2023: $811,681Expenses 2023: $908,423Net Income 2023: -$96,7422023Revenue 2024: $1,175,033Expenses 2024: $1,326,861Net Income 2024: -$151,8282024

Highlighted filing

2021

Revenue$890,781
Expenses$833,288
Net Income$57,493
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 15, 2022
Return Version
2020v4.2
Gross Receipts
$890,781
Mission and Program Overview

Mission

We exist to nurture deerfield's spirit of generosity, enriching the lives of residents and sharing our resources with people across western north carolina.

Supporting organization - existing to nurture deerfield's spirit of generosity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$8,989,805$10,157,657▲ $1,167,852
Investments in Publicly Traded Securities$5,898,173$6,764,205▲ $866,032
Cash and Non-Interest-Bearing Accounts$50,555$74,254▲ $23,699
Total Assets$14,938,533$16,996,116▲ $2,057,583
Liabilities
Other Liabilities$424,316$780,651▲ $356,335
Total Liabilities$424,316$780,651▲ $356,335
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,623,704$12,589,875▲ $1,966,171
Net Assets With Donor Restrictions$3,890,513$3,625,590▼ $264,923
Total Net Assets Fund Balance$14,514,217$16,215,465▲ $1,701,248
Total Liabilities and Net Assets / Fund Balance$14,938,533$16,996,116▲ $2,057,583
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
Ms Michelle WooleyDirector of Philanthropy$68,980$68,980

Board Members and Trustees

NameTitle
Ms Chris DismukesChair
Mr Jeff CovingtonCo-chair
Mr Robert F Wernet JrPresident/CEO
Mr Andy StraussBoard Member
Mr Timothy KurtzBoard Member
Ms Joanne BrannonBoard Member
Mr Robert ChandlerCFO
Mr Larry HarrisTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$366,539
Program Service Revenue
$0
Investment Income
$524,242
Other Revenue
$0
All Other Contributions
$366,539
Change in Net Assets
$57,493

Audited Revenue Reconciliation

Revenue per Audited Statements
$815,538
Revenue Not Reported on Financial Statements
$75,243
Revenue Not Reported on Form 990
$1,643,755
Other Revenue Adjustments
$75,243
Total Revenue per Audited Statements
$2,459,293
Total Revenue per Form 990
$890,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$793,980
Other Expenses$39,308
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$793,980--$793,980
Office Expenses$39,308--$39,308
Total Functional Expenses$833,288$0$0$833,288

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$833,288
Total Expenses per Audited Statements$833,288
Total Expenses per Form 990$833,288
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Habitat for HumanityAsheville, NC501(c)(3)Aging in Place/landscaping$229,955
Unc Chapel HillChapel Hill, NC501(c)(3)Mahec$110,000
Pisgah Legal ServicesAsheville, NC501(c)(3)Homlessness Prevention$67,690
ST ANDREWS RECTOR'S FUNDCanton, NC501(c)(3)Flood Housing$25,000
Mlk Jr Association of AshevilleAsheville, NC501(c)(3)Student Scholarship$5,000
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
Due to Related Party$780,651
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
No
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 organization provided a copy of the 990 to each board member for personal review prior to filing the return. The finance committee held a meeting to formally review and approve the 990.”

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

“The compliance officer annually reviews the conflict of interest policy and that it is being followed. Board members are responsible for bringing any potential conflict of interest to attention and removing themselves from situations where there may be a potential conflict.”

Form 990, Part VI, Section C, Line 18

“The organziation's 990 are made available upon request. Also, recent filings of the form 990 are made available at www.guidestar.org.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Deerfield Charitable Foundation
EIN
83-3913679
Phone
8282741531
Address
1617 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803

Signing Officer

Name
Robert Chandler
Title
CFO
Phone
8282741531
Signed
2022-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Chandler
Formed
2019
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Forvis Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed since the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Deerfield is exempt from federal income taxes under section 501(c)(3) of the internal revenue code; accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. Deerfield has determined that it does not have any material unrecognized tax benefits or obligations as of september 30, 2021 and 2020.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Change in restricted net assets”

Raw XML AppendixShowing 400 of 507 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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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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0833288
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01643755
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0780651
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt075243
IRS990ScheduleD/RevenueNotReportedAmt01643755
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt075243
IRS990ScheduleD/RevenueSubtotalAmt0815538
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DEERFIELD IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. DEERFIELD HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2021 AND 2020.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN RESTRICTED NET ASSETS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0833288
IRS990ScheduleD/TotalLiabilityAmt0780651
IRS990ScheduleD/TotalRevenuePerForm990Amt0890781
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02459293
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0833288
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt067690
IRS990ScheduleI/RecipientTable/CashGrantAmt1229955
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt3110000
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HOMLESSNESS PREVENTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1AGING IN PLACE/LANDSCAPING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2STUDENT SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3MAHEC
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FLOOD HOUSING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PISGAH LEGAL SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HABITAT FOR HUMANITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MLK JR ASSOCIATION OF ASHEVILLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNC CHAPEL HILL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ST ANDREWS RECTOR'S FUND
IRS990ScheduleI/RecipientTable/RecipientEIN0561191115
IRS990ScheduleI/RecipientTable/RecipientEIN1561363464
IRS990ScheduleI/RecipientTable/RecipientEIN2134219513
IRS990ScheduleI/RecipientTable/RecipientEIN3566001393
IRS990ScheduleI/RecipientTable/RecipientEIN4566057580
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 2276
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt130 MEADOW RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 328
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 309
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 947
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ASHEVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ASHEVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ASHEVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3CHAPEL HILL
IRS990ScheduleI/RecipientTable/USAddress/CityNm4CANTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028802
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd128803
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd228802
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd327514
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd428716
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION SELECTS COMMUNITY ORGANIZATIONS WITH PROGRAMS ALIGNING WITH THE ORGANIZATION MISSION. IN THE EVENT THAT FUNDS ARE NOT UTILIZED BY THE RECIPIENT ORGANIZATION FOR THE STATED PURPOSE, THE ORGANIZATION WILL NOT PROVIDE FUTURE FUNDING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt044696
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt133585
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0314886
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1210491
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0278923
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt1114727
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022139
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt122139
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt04482
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt13971
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MR ROBERT F WERNET JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MR ROBERT CHANDLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0665126
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1384913
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ROBERT WERNET, CEO AND ROBERT CHANDLER, CFO PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THROUGH A RELATED ORGANIZATION. THE BOARD INCLUDES THESE AMOUNTS IN HIS ANNUAL COMPENSATION REVIEW AND APPROVAL PROCESS. **NOTE $268,036 AND $107,286 OF THE AMOUNT REPORTED ON THE FORM 990, PAGE 7, COLUMN (F) AND SCHEDULE J, PAGE 2, COLUMN C REFLECT AN AMOUNT NOT ACTUALLY RECEIVED BY THE CEO AND CFO RESPECTIVELY DURING THE YEAR.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDED A COPY OF THE 990 TO EACH BOARD MEMBER FOR PERSONAL REVIEW PRIOR TO FILING THE RETURN. THE FINANCE COMMITTEE HELD A MEETING TO FORMALLY REVIEW AND APPROVE THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLIANCE OFFICER ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND THAT IT IS BEING FOLLOWED. BOARD MEMBERS ARE RESPONSIBLE FOR BRINGING ANY POTENTIAL CONFLICT OF INTEREST TO ATTENTION AND REMOVING THEMSELVES FROM SITUATIONS WHERE THERE MAY BE A POTENTIAL CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANZIATION'S 990 ARE MADE AVAILABLE UPON REQUEST. ALSO, RECENT FILINGS OF THE FORM 990 ARE MADE AVAILABLE AT WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$16,996,116
Liabilities
$780,651
Net assets
$16,215,465
Revenue
$890,781
Expenses
$833,288
Net income
$57,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$1.99$15.7$1.18$1.33$0.15
2023Detailed filing. Detailed filing data is available for this year.$14.9$1.54$13.4$0.81$0.91$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$1.16$13.8$1.60$0.74$0.87
2021Detailed filing. Detailed filing data is available for this year.$17.0$0.78$16.2$0.89$0.83$0.06
2020Detailed filing. Detailed filing data is available for this year.$14.9$0.42$14.5$0.48$0.78$0.30