Civic Intelligence

The Valley Community Foundation Inc

990 • Fiscal year 2019 • EIN 84-1637102

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization ProfileWWW.VALLEYFOUNDATION.ORG
253-a Elizabeth StreetDerby, CT 06418

(203) 751-9162

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.07x

Higher debt load relative to revenue than 15% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

73rd percentile

$371,791

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-42%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$28,813,965

Up $3,660,943 (+15%) from 2018

Net Assets

Up

$28,614,532

Up $3,764,884 (+15%) from 2018

Liabilities

Down

$199,433

Down $103,941 (-34%) from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin77th percentile

Revenue

Down

$3,020,266

Down $2,171,732 (-42%) from 2018

Expenses

Down

$2,512,655

Down $51,968 (-2.0%) from 2018

Net Income

Down

$507,611

Down $2,119,764 (-81%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$40M$30M$20M$10M$0Assets 2011: $13,256,019Liabilities 2011: $461,570Net Assets 2011: $12,794,4492011Assets 2012: $15,284,062Liabilities 2012: $365,389Net Assets 2012: $14,918,6732012Assets 2013: $17,755,188Liabilities 2013: $271,545Net Assets 2013: $17,483,6432013Assets 2014: $19,468,383Liabilities 2014: $268,451Net Assets 2014: $19,199,9322014Assets 2015: $19,906,987Liabilities 2015: $399,787Net Assets 2015: $19,507,2002015Assets 2016: $21,642,605Liabilities 2016: $283,887Net Assets 2016: $21,358,7182016Assets 2017: $25,253,283Liabilities 2017: $253,937Net Assets 2017: $24,999,3462017Assets 2018: $25,153,022Liabilities 2018: $303,374Net Assets 2018: $24,849,6482018Assets 2019: $28,813,965Liabilities 2019: $199,433Net Assets 2019: $28,614,5322019Assets 2020: $32,574,166Liabilities 2020: $60,683Net Assets 2020: $32,513,4832020Assets 2021: $36,191,694Liabilities 2021: $149,155Net Assets 2021: $36,042,5392021Assets 2022: $31,974,412Liabilities 2022: $159,243Net Assets 2022: $31,815,1692022Assets 2023: $36,340,178Liabilities 2023: $13,290,320Net Assets 2023: $23,049,8582023Assets 2024: $39,623,680Liabilities 2024: $14,848,191Net Assets 2024: $24,775,4892024

Highlighted filing

2019

Assets$28,813,965
Liabilities$199,433
Net Assets$28,614,532
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2011: $6,345,135Expenses 2011: $1,539,135Net Income 2011: $4,806,0002011Revenue 2012: $2,577,990Expenses 2012: $1,591,680Net Income 2012: $986,3102012Revenue 2013: $3,251,877Expenses 2013: $1,931,264Net Income 2013: $1,320,6132013Revenue 2014: $3,025,801Expenses 2014: $1,855,402Net Income 2014: $1,170,3992014Revenue 2015: $6,535,746Expenses 2015: $2,131,738Net Income 2015: $4,404,0082015Revenue 2016: $3,987,752Expenses 2016: $2,082,965Net Income 2016: $1,904,7872016Revenue 2017: $2,766,630Expenses 2017: $2,109,046Net Income 2017: $657,5842017Revenue 2018: $5,191,998Expenses 2018: $2,564,623Net Income 2018: $2,627,3752018Revenue 2019: $3,020,266Expenses 2019: $2,512,655Net Income 2019: $507,6112019Revenue 2020: $3,487,287Expenses 2020: $2,898,731Net Income 2020: $588,5562020Revenue 2021: $5,268,387Expenses 2021: $2,934,479Net Income 2021: $2,333,9082021Revenue 2022: $5,116,843Expenses 2022: $3,475,197Net Income 2022: $1,641,6462022Revenue 2023: $3,208,687Expenses 2023: $3,102,056Net Income 2023: $106,6312023Revenue 2024: $3,332,289Expenses 2024: $2,984,632Net Income 2024: $347,6572024

Highlighted filing

2019

Revenue$3,020,266
Expenses$2,512,655
Net Income$507,611
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$5,436,221
Mission and Program Overview

Mission

The valley community foundation's mission is to make the valley a better place to live and work, both now and in the future, by connecting private philanthropy to the long-term public good of the valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,624,543$19,765,608▲ $7,141,065
Investments Other Securities$10,323,541$8,151,918▼ $2,171,623
Savings and Temporary Cash Investments$780,787$825,340▲ $44,553
Land, Buildings, and Equipment, Net$62,048$52,249▼ $9,799
Pledges and Grants Receivable$1,355,000$15,000▼ $1,340,000
Prepaid Expenses and Deferred Charges$7,103$3,850▼ $3,253
Total Assets$25,153,022$28,813,965▲ $3,660,943
Liabilities
Grants Payable$222,145$191,568▼ $30,577
Accounts Payable and Accrued Expenses$81,229$7,865▼ $73,364
Total Liabilities$303,374$199,433▼ $103,941
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$24,849,648$28,614,532▲ $3,764,884
Total Net Assets Fund Balance$24,849,648$28,614,532▲ $3,764,884
Total Liabilities and Net Assets / Fund Balance$25,153,022$28,813,965▲ $3,660,943

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$52,249$150,666$202,915
Other Securities$8,151,918--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew F AldenChief Financial Officer Through 2/28/19PT-$371,791$371,791
Sharon L ClosiusPresident & CEOFT$154,793$19,440$174,233

Board Members and Trustees

NameTitle
Lynne Bassett PerryChair / Director
Don Smith JrVice-chair / Director
Alan TymaDirector
Aleta a MinerDirector
Angela PowersDirector
Frank Michaud JrDirector
Fred OrtoliDirector
Jack WalshDirector
James HodgeDirector
Jennifer L MagriDirector
Robert LeskoDirector
Terry JonesDirector
Thomas M SutnikDirector
Marianne SmytheSecretary/director
Ray OppelTreasurer/director
Wendy GambaChief Financial Officer From 3/1/19
Andrew F AldenChief Financial Officer Through 2/28
Revenue and Support

Revenue Composition

Contributions and Grants
$2,203,963
Program Service Revenue
$0
Investment Income
$816,303
Other Revenue
$0
All Other Contributions
$2,203,963
Change in Net Assets
$507,611

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$51,956Fair Market Value (FMV)
Total Noncash Contributions1$51,956-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,223,037
Revenue Not Reported on Financial Statements
$1,797,229
Revenue Not Reported on Form 990
$3,257,273
Other Revenue Adjustments
$1,632,897
Total Revenue per Audited Statements
$4,480,310
Total Revenue per Form 990
$3,020,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,717,941
Salaries, Compensation, and Employee Benefits$440,717
Other Expenses$353,997
Total Fundraising Expense$198,679
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,717,941--$1,717,941
Other Salaries and Wages$123,418$30,855$51,424$205,697
Current Officers, Directors, Trustees, and Key Employees$104,540$26,135$43,558$174,233
Fees for Service Investment Mgmnt Fees$98,599$24,650$41,083$164,332
Fees for Services Other$19,203$4,801$8,001$32,005
Pension Plan Contributions$18,179$4,545$7,575$30,299
Occupancy$16,010$4,002$6,671$26,683
Payroll Taxes$15,864$3,966$6,610$26,440
Fees for Services Accounting$8,100$2,025$3,375$13,500
Depreciation Depletion$5,879$1,470$2,450$9,799
All Other Expenses$5,445$1,360$2,269$9,074
Insurance$3,655$914$1,523$6,092
Conferences and Meetings$3,022$756$1,259$5,037
Other Expenses$3,021$755$1,259$5,035
Other Employee Benefits$2,429$607$1,012$4,048
Travel$170$42$71$283
Total Functional Expenses$2,194,769$119,207$198,679$2,512,655

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,512,655
Expenses per Audited Statements$2,052,191
Total Expenses per Audited Statements$2,052,191
Expenses Not Reported on Financial Statements$460,464
Other Expense Adjustments$296,132
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various Tax-exempt Organizations--General Purpose$1,717,941

International Summary

Offices
0
Employees
0
Spending
$10,813,467

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investments-00$10,645,456
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumInvestments-00$168,011
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 and audited financial statements are reviewed by the audit committee, jointly convened with the affiliate, and the board of directors before release and submission to the service and the general public.”

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

“All staff and board members must sign the conflict of interest policy annually to update any existing affiliations.”

Form 990, Part VI, Section B, Line 15

“A compensation analysis was performed by an outside consulting firm. The analysis was adopted by the executive committee of the board. The ceo performance is reviewed by the board of directors.”

Form 990, Part VI, Section C, Line 19

“Financial statements are available on the website or upon request. Governing documents and the coi policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Valley Community Foundation Inc
EIN
84-1637102
Phone
2037519162
Address
253-A ELIZABETH STREET, DERBY, CT 06418

Signing Officer

Name
Sharon L Closius
Title
President & CEO
Phone
2037519162
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon L Closius
Formed
2004
Legal Domicile
Ct
Voting Board Members
15
Independent Board Members
15
Employees
5
Volunteers
74

Preparer

Firm
BLUM SHAPIRO & COMPANY PC CPA'S
Address
29 S MAIN STREET PO BOX 272000, WEST HARTFORD, CT 06127-2000
Preparer
Mary Kay Curtiss
Phone
8605614000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has an audit committee, jointly convened with its affiliate, that assumes responsibility for the oversight of the audit and selection of an independent accountant. This process has not changed in the current year.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Organization funds adjustment 1,632,897.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Organization funds adjustment 296,132.”

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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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16154793
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12239003
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15325306
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17145838
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR / DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR / DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF FINANCIAL OFFICER THROUGH 2/28/19
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF FINANCIAL OFFICER FROM 3/1/19
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0557613
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0407697
IRS990/GrantsPayableGrp/BOYAmt0222145
IRS990/GrantsPayableGrp/EOYAmt0191568
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01717941
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01717941
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02973568
IRS990/GrossReceiptsAmt05436221
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt01523
IRS990/InsuranceGrp/ManagementAndGeneralAmt0914
IRS990/InsuranceGrp/ProgramServicesAmt03655
IRS990/InsuranceGrp/TotalAmt06092
IRS990/InvestmentIncomeGrp/ExclusionAmt0258690
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0258690
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010323541
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08151918
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012624543
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019765608
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0150666
IRS990/LandBldgEquipBasisNetGrp/BOYAmt062048
IRS990/LandBldgEquipBasisNetGrp/EOYAmt052249
IRS990/LandBldgEquipCostOrOtherBssAmt0202915
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02415955
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE VALLEY COMMUNITY FOUNDATION'S MISSION IS TO MAKE THE VALLEY A BETTER PLACE TO LIVE AND WORK, BOTH NOW AND IN THE FUTURE, BY CONNECTING PRIVATE PHILANTHROPY TO THE LONG-TERM PUBLIC GOOD OF THE VALLEY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt024849648
IRS990/NetAssetsOrFundBalancesEOYAmt028614532
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0557613
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0557613
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03257273
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt024849648
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt028614532
IRS990/NoncashContributionsAmt051956
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06671
IRS990/OccupancyGrp/ManagementAndGeneralAmt04002
IRS990/OccupancyGrp/ProgramServicesAmt016010
IRS990/OccupancyGrp/TotalAmt026683
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01012
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0607
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02429
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04048
IRS990/OtherExpensesGrp/Desc0PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc2SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt08453
IRS990/OtherExpensesGrp/FundraisingAmt16601
IRS990/OtherExpensesGrp/FundraisingAmt25485
IRS990/OtherExpensesGrp/FundraisingAmt31259
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05072
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13961
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23291
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3755
IRS990/OtherExpensesGrp/ProgramServicesAmt020287
IRS990/OtherExpensesGrp/ProgramServicesAmt115843
IRS990/OtherExpensesGrp/ProgramServicesAmt213164
IRS990/OtherExpensesGrp/ProgramServicesAmt33021
IRS990/OtherExpensesGrp/TotalAmt033812
IRS990/OtherExpensesGrp/TotalAmt126405
IRS990/OtherExpensesGrp/TotalAmt221940
IRS990/OtherExpensesGrp/TotalAmt35035
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt051424
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030855
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0123418
IRS990/OtherSalariesAndWagesGrp/TotalAmt0205697
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06610
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03966
IRS990/PayrollTaxesGrp/ProgramServicesAmt015864
IRS990/PayrollTaxesGrp/TotalAmt026440
IRS990/PensionPlanContributionsGrp/FundraisingAmt07575
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04545
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018179
IRS990/PensionPlanContributionsGrp/TotalAmt030299
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01355000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07103
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03850
IRS990/PrincipalOfficerNm0SHARON L CLOSIUS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0HEALTH: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT ENSURE HEALTH AND WELLNESS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0460902
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0355520
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROVIDE QUALITY EDUCATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0395059
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0314704
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ARTS AND CULTURE: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE ARTS AND CULTURE. EXPENSES $153,634 INCLUDING GRANTS OF $116,145.ECONOMIC SUCCESS: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE REGIONAL ECONOMIC SUCCESS. EXPENSES $153,634 INCLUDING GRANTS OF $126,429.YOUTH: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE HEALTHY YOUTH DEVELOPMENT. EXPENSES $285,320 INCLUDING GRANTS OF $217,830.BASIC NEEDS: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE BASIC HUMAN NEEDS. EXPENSES $153,634 INCLUDING GRANTS OF $127,525.ENVIRONMENT: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE PROTECTION OF THE ENVIRONMENT. EXPENSES $65,843 INCLUDING GRANTS OF $52,091.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0812064
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0640020
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03541682
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01802865
IRS990/PYInvestmentIncomeAmt01650316
IRS990/PYOtherExpensesAmt0373262
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02627375
IRS990/PYSalariesCompEmpBnftPaidAmt0388496
IRS990/PYTotalExpensesAmt02564623
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05191998
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0507611
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0780787
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0825340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02203963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03541682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02011272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03038552
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01685694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012481163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0258690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0263714
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0286597
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0258076
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0486606

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,813,965
Liabilities
$199,433
Net assets
$28,614,532
Revenue
$3,020,266
Expenses
$2,512,655
Net income
$507,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.6$14.8$24.8$3.33$2.98$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.3$13.3$23.0$3.21$3.10$0.11
2022Detailed filing. Detailed filing data is available for this year.$32.0$0.16$31.8$5.12$3.48$1.64
2021Detailed filing. Detailed filing data is available for this year.$36.2$0.15$36.0$5.27$2.93$2.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.6$0.06$32.5$3.49$2.90$0.59
2019Detailed filing. Detailed filing data is available for this year.$28.8$0.20$28.6$3.02$2.51$0.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$0.30$24.8$5.19$2.56$2.63
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.25$25.0$2.77$2.11$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$0.28$21.4$3.99$2.08$1.90
2015Detailed filing. Detailed filing data is available for this year.$19.9$0.40$19.5$6.54$2.13$4.40
2014Detailed filing. Detailed filing data is available for this year.$19.5$0.27$19.2$3.03$1.86$1.17
2013Summary only. Only limited summary data is available for this year.$17.8$0.27$17.5$3.25$1.93$1.32
2012Summary only. Only limited summary data is available for this year.$15.3$0.37$14.9$2.58$1.59$0.99
2011Summary only. Only limited summary data is available for this year.$13.3$0.46$12.8$6.35$1.54$4.81
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $25M-$50M nonprofits