Civic Intelligence

Ridge Creek at Heritage

990 • Fiscal year 2022 • EIN 84-3276264

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 14, 2023

Organization ProfileWWW.HERITAGECOMMUNITY.COM
2400 Portage StreetKalamazoo, MI 49001

(269) 382-1255

Siviq Scores

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

Liabilities / Assets

94th percentile

1.04x

Higher debt load relative to assets than 94% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

100th percentile

2737.58x

Higher debt load relative to revenue than 100% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

1st percentile

-7485%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$329,049

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1670.5% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

57th percentile

1.4%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

6510%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$51,907,924

Up $722,820 (+1.4%) from 2021

Net Assets

Down

-$2,016,865

Down $1,474,379 (-272%) from 2021

Liabilities

Up

$53,924,789

Up $2,197,199 (+4.2%) from 2021

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Up

$19,698

Up $19,400 (+6510%) from 2021

Expenses

Up

$1,494,077

Up $951,293 (+175%) from 2021

Net Income

Down

-$1,474,379

Down $931,893 (-172%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$60M$40M$20M$0-$20MAssets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $51,185,104Liabilities 2021: $51,727,590Net Assets 2021: -$542,4862021Assets 2022: $51,907,924Liabilities 2022: $53,924,789Net Assets 2022: -$2,016,8652022Assets 2023: $47,277,144Liabilities 2023: $51,699,853Net Assets 2023: -$4,422,7092023Assets 2024: $45,934,638Liabilities 2024: $51,764,952Net Assets 2024: -$5,830,3142024Assets 2025: $44,626,700Liabilities 2025: $51,796,203Net Assets 2025: -$7,169,5032025

Highlighted filing

2022

Assets$51,907,924
Liabilities$53,924,789
Net Assets-$2,016,865
Open 2022 Filing

Operations Trend

Revenue Growth100th percentile

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

$10M$5.0M$0-$5.0MRevenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $298Expenses 2021: $542,784Net Income 2021: -$542,4862021Revenue 2022: $19,698Expenses 2022: $1,494,077Net Income 2022: -$1,474,3792022Revenue 2023: $2,832,650Expenses 2023: $5,238,494Net Income 2023: -$2,405,8442023Revenue 2024: $4,636,470Expenses 2024: $6,178,166Net Income 2024: -$1,541,6962024Revenue 2025: $4,864,762Expenses 2025: $6,391,282Net Income 2025: -$1,526,5202025

Highlighted filing

2022

Revenue$19,698
Expenses$1,494,077
Net Income-$1,474,379
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 14, 2023
Return Version
2021v4.0
Gross Receipts
$19,698
Mission and Program Overview

Mission

We will be the premier senior living provider that celebrates the whole person while embracing families and partnering with the community

Provide housing and healthcare to residents in an independent living apartment facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$15,247,578$38,994,804▲ $23,747,226
Prepaid Expenses and Deferred Charges$67,224$30,314▼ $36,910
Total Assets$51,185,104$51,907,924▲ $722,820
Other Assets Total$35,870,302$12,882,806▼ $22,987,496
Liabilities
Tax Exempt Bond Liabilities$49,558,444$49,513,071▼ $45,373
Other Liabilities$2,044,968$3,984,079▲ $1,939,111
Deferred Revenue-$303,829-
Accounts Payable and Accrued Expenses$124,178$123,810▼ $368
Total Liabilities$51,727,590$53,924,789▲ $2,197,199
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$-542,486$-2,016,865▼ $1,474,379
Total Net Assets Fund Balance$-542,486$-2,016,865▼ $1,474,379
Total Liabilities and Net Assets / Fund Balance$51,185,104$51,907,924▲ $722,820

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$38,960,292$0$38,960,292
Land$34,512-$34,512
Buildings$0$0$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Other Assets Org$11,935--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$2,168,925$35,511▼ $280,425$47,782$1,876,229
2020$1,711,896$21,419▲ $495,464$59,854$2,168,925
2019$1,663,252$73,060▲ $32,615$57,031$1,711,896
2018$0$0→ $0$0$0
2017$0$0→ $0$0$0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleOtherTotal
Matthew ShankleDirector of Marketing & Sales$138,219$138,219
Belinda JansonCNA$134,199$134,199
Roxanne FletcherDirector of It$125,731$125,731
Dawn NickrentDirector of Nursing$120,743$120,743
Denise EberthVice President Human Resources$101,800$101,800

Board Members and Trustees

NameTitle
Rex BellBoard Chair
Bob MillerBoard Vice Chair
Paul BarberVice President of Operations
William MillardBoard Treasurer
Cheryl KnappDirector
James EscamillaDirector
Laura EllerDirector
Richard NagleDirector
Ron CislerDirector
Sydney EllisDirector
Lindsay MorseDirector of Health Services
Jay PrinceCEO
Rachel OlmstedCFO
David HerbelEx Officio
Donald KneepkensWyndham Resident Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,201
Investment Income
$12,497
Other Revenue
$1,000
Change in Net Assets
$-1,474,379

Audited Revenue Reconciliation

Revenue per Audited Statements
$-780,036
Revenue Not Reported on Financial Statements
$799,734
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$799,734
Total Revenue per Audited Statements
$-780,036
Total Revenue per Form 990
$19,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,471,736
Salaries, Compensation, and Employee Benefits$22,341
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising-$568,451-$568,451
Fees for Services Other$98,981$324,221-$423,202
Fees for Services Management-$345,129-$345,129
Interest$41,650--$41,650
Depreciation Depletion$32,412--$32,412
Other Salaries and Wages$19,910--$19,910
Information Technology$12,524--$12,524
Occupancy$11,713--$11,713
Fees for Services Legal-$6,803-$6,803
All Other Expenses$3,484--$3,484
Payroll Taxes$1,160--$1,160
Other Expenses$1,135$0$0$1,135
Other Employee Benefits$1,096--$1,096
Pension Plan Contributions$175--$175
Total Functional Expenses$249,473$1,244,604$0$1,494,077

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,494,077
Expenses Not Reported on Financial Statements$799,736
Other Expense Adjustments$799,736
Expenses per Audited Statements$694,341
Total Expenses per Audited Statements$694,341
Expenses Not Reported on Form 990$0
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
Capital Accruals$3,903,075
Escrow Deposits$1,144,363
Personalizations for Revel Creek$139,682
Payroll Liabilities$-254
Bond Issuance Cost$-1,202,787
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Their sole member is heritage community of kalamazoo”

Form 990, Part VI, Section A, Line 7A

“Members of the board of directors elect/appoint new members for a three year term at the annual meeting”

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

“A copy of the 990 was reviewed by the cfo prior to filing the return”

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

“The board members are required to sign a conflict of interest form each year acknowledging receipt of the conflict of interest policy and disclosure of any potential conflicts. Board members having a conflict of interest shall not participate in making a business decision to commit the organization's resources. Any board member having a conflict must also abstain from voting on relevant subjects which is reflected in the board minutes. The conflict of interest policy is reviewed by the board of directors annually.”

Form 990, Part VI, Section B, Line 15

“A formal review process and comparability data provided by human resources”

Form 990, Part VI, Section C, Line 19

“The information is provided to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Revel Creek
EIN
84-3276264
Phone
2693821255
Address
2400 PORTAGE STREET, KALAMAZOO, MI 49001

Signing Officer

Name
Rachel Olmsted
Title
Chief Financial Officer
Phone
2693821255
Signed
2023-04-14

Organization Details

Principal Officer
Rachel Olmsted
Formed
2019
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
11
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Various contracted services”

Financial Statement Notes

Schedule D, Part V, Line 4

“Endowment funds are to be used to support the foundation as indicated by the donor”

Schedule D, Part XI, Line 4B

“MANAGEMENT FEES”

Schedule D, Part XII, Line 4B

“MANAGEMENT FEES”

Raw XML AppendixShowing 400 of 862 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF HEALTH SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR OF MARKETING & SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt5CNA
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF IT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF NURSING
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18WYNDHAM RESIDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt019698
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt012524
IRS990/InformationTechnologyGrp/TotalAmt012524
IRS990/InterestGrp/ProgramServicesAmt041650
IRS990/InterestGrp/TotalAmt041650
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt012497
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012497
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015247578
IRS990/LandBldgEquipBasisNetGrp/EOYAmt038994804
IRS990/LandBldgEquipCostOrOtherBssAmt038994804
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt01000
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt01000
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0WE WILL BE THE PREMIER SENIOR LIVING PROVIDER THAT CELEBRATES THE WHOLE PERSON WHILE EMBRACING FAMILIES AND PARTNERING WITH THE COMMUNITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-542486
IRS990/NetAssetsOrFundBalancesEOYAmt0-2016865
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-542486
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-2016865
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt011713
IRS990/OccupancyGrp/TotalAmt011713
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt035870302
IRS990/OtherAssetsTotalGrp/EOYAmt012882806
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01096
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01096
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1EXPANSION START UP EXPENSE
IRS990/OtherExpensesGrp/Desc2LICENSE AND MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt016743
IRS990/OtherExpensesGrp/ProgramServicesAmt18490
IRS990/OtherExpensesGrp/ProgramServicesAmt21135
IRS990/OtherExpensesGrp/TotalAmt016743
IRS990/OtherExpensesGrp/TotalAmt18490
IRS990/OtherExpensesGrp/TotalAmt21135
IRS990/OtherLiabilitiesGrp/BOYAmt02044968
IRS990/OtherLiabilitiesGrp/EOYAmt03984079
IRS990/OtherRevenueTotalAmt01000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt019910
IRS990/OtherSalariesAndWagesGrp/TotalAmt019910
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01160
IRS990/PayrollTaxesGrp/TotalAmt01160
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0175
IRS990/PensionPlanContributionsGrp/TotalAmt0175
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt067224
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030314
IRS990/PrincipalOfficerNm0RACHEL OLMSTED
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623311
IRS990/ProgramServiceRevenueGrp/Desc0LIFECARE FEES EARNED
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06201
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06201
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0298
IRS990/PYOtherExpensesAmt0542784
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-542486
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0542784
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0298
IRS990/ReconcilationRevenueExpnssAmt0-1474379
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06201
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012497
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0298
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012795
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06201
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012497
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0298
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012795

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,907,924
Liabilities
$53,924,789
Net assets
-$2,016,865
Revenue
$19,698
Expenses
$1,494,077
Net income
-$1,474,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.6$51.8$7.17$4.86$6.39$1.53
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.9$51.8$5.83$4.64$6.18$1.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.3$51.7$4.42$2.83$5.24$2.41
2022Detailed filing. Detailed filing data is available for this year.$51.9$53.9$2.02$0.02$1.49$1.47
2021Detailed filing. Detailed filing data is available for this year.$51.2$51.7$0.54$0.00$0.54$0.54
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00