Civic Intelligence

Smith Agency

990 • Fiscal year 2018 • EIN 84-1198543

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 13, 2019

Organization ProfileN/A

View Organization Page

14364 E Evans AvenueAurora, CO 80014

(303) 696-1154

Siviq Scores

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

Liabilities / Assets

25th percentile

0.04x

Higher debt load relative to assets than 25% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.05x

Higher debt load relative to revenue than 18% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

40th percentile

$149,254

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

85th percentile

20%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$16,165,293

Up $2,661,990 (+20%) from 2017

Net Assets

Up

$15,459,069

Up $2,543,625 (+20%) from 2017

Liabilities

Up

$706,224

Up $118,365 (+20%) from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin77th percentile

Revenue

Up

$13,091,354

Up $1,441,991 (+12%) from 2017

Expenses

Up

$10,547,729

Up $301,159 (+2.9%) from 2017

Net Income

Up

$2,543,625

Up $1,140,832 (+81%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$40M$30M$20M$10M$0Assets 2011: $4,937,685Liabilities 2011: $1,942,212Net Assets 2011: $2,995,4732011Assets 2012: $4,595,218Liabilities 2012: $349,409Net Assets 2012: $4,245,8092012Assets 2013: $5,894,990Liabilities 2013: $398,953Net Assets 2013: $5,496,0372013Assets 2014: $7,762,924Liabilities 2014: $516,403Net Assets 2014: $7,246,5212014Assets 2015: $9,934,505Liabilities 2015: $528,072Net Assets 2015: $9,406,4332015Assets 2016: $12,011,733Liabilities 2016: $499,082Net Assets 2016: $11,512,6512016Assets 2017: $13,503,303Liabilities 2017: $587,859Net Assets 2017: $12,915,4442017Assets 2018: $16,165,293Liabilities 2018: $706,224Net Assets 2018: $15,459,0692018Assets 2019: $18,339,522Liabilities 2019: $879,815Net Assets 2019: $17,459,7072019Assets 2020: $23,089,628Liabilities 2020: $2,369,807Net Assets 2020: $20,719,8212020Assets 2021: $25,654,604Liabilities 2021: $642,305Net Assets 2021: $25,012,2992021Assets 2022: $29,095,309Liabilities 2022: $1,016,012Net Assets 2022: $28,079,2972022Assets 2023: $33,523,776Liabilities 2023: $663,089Net Assets 2023: $32,860,6872023

Highlighted filing

2018

Assets$16,165,293
Liabilities$706,224
Net Assets$15,459,069
Open 2018 Filing

Operations Trend

Revenue Growth69th percentile

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

$30M$20M$10M$0Revenue 2011: $7,591,788Expenses 2011: $6,862,624Net Income 2011: $729,1642011Revenue 2012: $8,368,789Expenses 2012: $7,118,453Net Income 2012: $1,250,3362012Revenue 2013: $8,802,820Expenses 2013: $7,552,592Net Income 2013: $1,250,2282013Revenue 2014: $10,060,148Expenses 2014: $8,309,664Net Income 2014: $1,750,4842014Revenue 2015: $10,747,672Expenses 2015: $8,587,760Net Income 2015: $2,159,9122015Revenue 2016: $11,515,386Expenses 2016: $9,409,168Net Income 2016: $2,106,2182016Revenue 2017: $11,649,363Expenses 2017: $10,246,570Net Income 2017: $1,402,7932017Revenue 2018: $13,091,354Expenses 2018: $10,547,729Net Income 2018: $2,543,6252018Revenue 2019: $13,232,004Expenses 2019: $11,231,366Net Income 2019: $2,000,6382019Revenue 2020: $15,814,007Expenses 2020: $12,553,893Net Income 2020: $3,260,1142020Revenue 2021: $17,358,773Expenses 2021: $13,066,295Net Income 2021: $4,292,4782021Revenue 2022: $18,577,149Expenses 2022: $15,510,151Net Income 2022: $3,066,9982022Revenue 2023: $22,618,512Expenses 2023: $17,837,122Net Income 2023: $4,781,3902023

Highlighted filing

2018

Revenue$13,091,354
Expenses$10,547,729
Net Income$2,543,625
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 13, 2019
Return Version
2017v2.2
Gross Receipts
$13,092,238
Mission and Program Overview

Mission

Housing and schooling for disabled individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$10,649,376-
Land, Buildings, and Equipment, Net$3,582,121$3,446,387▼ $135,734
Accounts Receivable$826,190$1,406,148▲ $579,958
Cash and Non-Interest-Bearing Accounts$9,094,992$599,535▼ $8,495,457
Prepaid Expenses and Deferred Charges-$63,847-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$13,503,303$16,165,293▲ $2,661,990
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$555,859$706,224▲ $150,365
Other Liabilities$32,000--
Total Liabilities$587,859$706,224▲ $118,365
Net Assets / Fund Balance
Unrestricted Net Assets$12,915,444$15,459,069▲ $2,543,625
Total Net Assets Fund Balance$12,915,444$15,459,069▲ $2,543,625
Total Liabilities and Net Assets / Fund Balance$13,503,303$16,165,293▲ $2,661,990

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,999,955$750,082$3,750,037
Equipment$218,789$396,218$615,007
Leasehold Improvements$176,618$143,732$320,350
Other Land Buildings$51,025$85,295$136,320
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
William W Smith JrExecutive DirectorFT$149,254$149,254
Ginger MunroeTreasurerFT$126,880$126,880
Susan GallagherSecretaryPT$62,004$62,004
Mary T WeeksPresidentPT$21,320$21,320

Board Members and Trustees

NameTitle
Jim WeeksTrustee
Joseph MillerTrustee
Marnie MartinTrustee
Ron MartinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$40,525
Program Service Revenue
$13,006,978
Investment Income
$33,670
Other Revenue
$10,181
All Other Contributions
$40,525
Change in Net Assets
$2,543,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,753,025
Other Expenses$4,794,704
Total Fundraising Expense$23,685
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,678,327$55,008-$4,733,335
All Other Expenses$634,734$8,222$23,685$666,641
Payroll Taxes$368,208$3,796-$372,004
Current Officers, Directors, Trustees, and Key Employees$359,458--$359,458
Other Employee Benefits$281,028$7,200-$288,228
Other Expenses$262,116$5,255-$267,371
Depreciation Depletion$184,210$20,468-$204,678
Office Expenses$133,573$7,969-$141,542
Insurance$120,310$2,002-$122,312
Total Functional Expenses$10,413,744$110,300$23,685$10,547,729
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Two married couples serve on the board of directors.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization's accountant/treasurer carefully reviews the form 990 and discusses it with the tax preparer. The board has the opportunity to review it prior to filing and discuss it further with the accountant/treasurer and the tax preparer, if necessary.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The three independent board members monitor and approve any conflict of interest transaction.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The independent board members recommend and approve the executive director's compensation.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The independent board members recommend and approve all officer compensation.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“These documents are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Smith Agency
EIN
84-1198543
Phone
3036961154
Address
14364 E EVANS AVENUE, AURORA, CO 80014

Signing Officer

Name
Ginger Munroe
Title
Treasurer
Signed
2019-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ginger Munroe
Formed
1992
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
3
Employees
230
Volunteers
5

Preparer

Firm
Rita Kay Gilbert PC
Address
2004 S Owens Ct, Lakewood, CO 80227
Preparer
Rita Kay Gilbert
Phone
3037262267
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: foster care division.”

Raw XML AppendixShowing 400 of 477 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/OtherExpensesGrp/Desc0CARE PROVIDERS
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc2BUILDING LEASE EXPENSE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0380
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15255
IRS990/OtherExpensesGrp/ProgramServicesAmt02703851
IRS990/OtherExpensesGrp/ProgramServicesAmt1389479
IRS990/OtherExpensesGrp/ProgramServicesAmt2298450
IRS990/OtherExpensesGrp/ProgramServicesAmt3262116
IRS990/OtherExpensesGrp/TotalAmt02703851
IRS990/OtherExpensesGrp/TotalAmt1389859
IRS990/OtherExpensesGrp/TotalAmt2298450
IRS990/OtherExpensesGrp/TotalAmt3267371
IRS990/OtherLiabilitiesGrp/BOYAmt032000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0AUTO INSURANCE CLAIMS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010181
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010181
IRS990/OtherRevenueTotalAmt010181
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt055008
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04678327
IRS990/OtherSalariesAndWagesGrp/TotalAmt04733335
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03796
IRS990/PayrollTaxesGrp/ProgramServicesAmt0368208
IRS990/PayrollTaxesGrp/TotalAmt0372004
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt063847
IRS990/PrincipalOfficerNm0GINGER MUNROE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CHRP
IRS990/ProgramServiceRevenueGrp/Desc1COUNTY REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2HOME & COMMUNITY SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3SCHOOL DISTRICTS
IRS990/ProgramServiceRevenueGrp/Desc4SSI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0389022
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11628310
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26610491
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33781703
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4597452
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0389022
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11628310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26610491
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33781703
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4597452
IRS990/ProgSrvcAccomActy2Grp/Desc0SMITH AGENCY PROVIDES A LEARNING ENVIRONMENT FOR DEVELOPMENTALLY DISABLED CHILDREN THAT CAN NOT FUNCTION IN A REGULAR SCHOOL ENVIRONMENT.
IRS990/ProgSrvcAccomActy3Grp/Desc0SMITH AGENCY PROVIDES AN ADULT DAY PROGRAM, AND ROOM AND BOARD IN A LOVING HOME ENVIRONMENT, FOR DEVELOPMENTALLY DISABLED ADULTS. THE PROGRAM PROVIDES A SAFE ENVIRONMENT FOR THE ADULTS TO LEARN LIFE SKILLS AND APPROPRIATE SOCIAL INTERACTION WITH PEERS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt033371
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt013230
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04380348
IRS990/PYProgramServiceRevenueAmt011602762
IRS990/PYRevenuesLessExpensesAmt01402793
IRS990/PYSalariesCompEmpBnftPaidAmt05866222
IRS990/PYTotalExpensesAmt010246570
IRS990/PYTotalRevenueAmt011649363
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02543625
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010649376
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033371
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt038141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0187815
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024344
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013230
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt037574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013017159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011602763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011479253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010708027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01022007
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt047829209
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024344
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013230
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt037574
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01000
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt048017024
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013057684
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011636134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011515386
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010747672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01060148
IRS990ScheduleA/Total509Grp/TotalAmt048017024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013083028
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011649364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011515386
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010747672
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01060148
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt048055598
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02999955
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0750082
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03750037
IRS990ScheduleD/EquipmentGrp/BookValueAmt0218789
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0396218
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0615007
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0176618
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0143732
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0320350
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt051025
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt085295
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0136320
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03446387
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: FOSTER CARE DIVISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TWO MARRIED COUPLES SERVE ON THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S ACCOUNTANT/TREASURER CAREFULLY REVIEWS THE FORM 990 AND DISCUSSES IT WITH THE TAX PREPARER. THE BOARD HAS THE OPPORTUNITY TO REVIEW IT PRIOR TO FILING AND DISCUSS IT FURTHER WITH THE ACCOUNTANT/TREASURER AND THE TAX PREPARER, IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE THREE INDEPENDENT BOARD MEMBERS MONITOR AND APPROVE ANY CONFLICT OF INTEREST TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE INDEPENDENT BOARD MEMBERS RECOMMEND AND APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE INDEPENDENT BOARD MEMBERS RECOMMEND AND APPROVE ALL OFFICER COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,165,293
Liabilities
$706,224
Net assets
$15,459,069
Revenue
$13,091,354
Expenses
$10,547,729
Net income
$2,543,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$33.5$0.66$32.9$22.6$17.8$4.78
2022Summary only. Only limited summary data is available for this year.$29.1$1.02$28.1$18.6$15.5$3.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.7$0.64$25.0$17.4$13.1$4.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.1$2.37$20.7$15.8$12.6$3.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$0.88$17.5$13.2$11.2$2.00
2018Detailed filing. Detailed filing data is available for this year.$16.2$0.71$15.5$13.1$10.5$2.54
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.59$12.9$11.6$10.2$1.40
2016Detailed filing. Detailed filing data is available for this year.$12.0$0.50$11.5$11.5$9.41$2.11
2015Detailed filing. Detailed filing data is available for this year.$9.93$0.53$9.41$10.7$8.59$2.16
2014Summary only. Only limited summary data is available for this year.$7.76$0.52$7.25$10.1$8.31$1.75
2013Summary only. Only limited summary data is available for this year.$5.89$0.40$5.50$8.80$7.55$1.25
2012Summary only. Only limited summary data is available for this year.$4.60$0.35$4.25$8.37$7.12$1.25
2011Summary only. Only limited summary data is available for this year.$4.94$1.94$3.00$7.59$6.86$0.73