Civic Intelligence

Los Alamos Retirement Communityinc

EIN 85-0286440 • 501(c)3 • Los Alamos, NM

Profile

To provide facilities and services for the accomodations of retired persons,elderly persons, and convalescent persons.

1011 Sombrillo CourtLos Alamos, NM 87544

larcnm.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

1.00x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.25x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-94%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-97%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$108,021

Down $1,669,038 (-94%) from 2023

Liabilities

Down

$107,522

Down $1,948,087 (-95%) from 2023

Net Assets

Up

$499

Up $279,049 (+100%) from 2023

Operations
Liabilities / Revenue88th percentileNet Margin93rd percentile

Revenue

Down

$435,151

Down $12,719,090 (-97%) from 2023

Expenses

Down

$156,102

Down $12,327,057 (-99%) from 2023

Net Income

Down

$279,049

Down $392,033 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0-$5.0MAssets 2011: $8,277,500Liabilities 2011: $9,737,182Net Assets 2011: -$1,459,6822011Assets 2012: $8,162,316Liabilities 2012: $9,213,450Net Assets 2012: -$1,051,1342012Assets 2013: $8,340,166Liabilities 2013: $9,010,742Net Assets 2013: -$670,5762013Assets 2014: $9,316,215Liabilities 2014: $10,269,198Net Assets 2014: -$952,9832014Assets 2015: $9,206,703Liabilities 2015: $10,238,204Net Assets 2015: -$1,031,5012015Assets 2017: $9,426,406Liabilities 2017: $9,403,381Net Assets 2017: $23,0252017Assets 2018: $9,189,571Liabilities 2018: $9,416,797Net Assets 2018: -$227,2262018Assets 2019: $9,447,170Liabilities 2019: $9,765,226Net Assets 2019: -$318,0562019Assets 2020: $9,548,883Liabilities 2020: $9,713,854Net Assets 2020: -$164,9712020Assets 2021: $9,586,285Liabilities 2021: $9,478,995Net Assets 2021: $107,2902021Assets 2022: $9,468,824Liabilities 2022: $10,141,344Net Assets 2022: -$672,5202022Assets 2023: $1,777,059Liabilities 2023: $2,055,609Net Assets 2023: -$278,5502023Assets 2024: $108,021Liabilities 2024: $107,522Net Assets 2024: $4992024

Highlighted filing

2024

Assets$108,021
Liabilities$107,522
Net Assets$499
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,909,7842011Expenses 2012: $7,572,8692012Revenue 2013: $8,191,847Expenses 2013: $7,770,653Net Income 2013: $421,1942013Revenue 2014: $7,780,460Expenses 2014: $8,078,628Net Income 2014: -$298,1682014Revenue 2015: $7,746,625Expenses 2015: $7,918,228Net Income 2015: -$171,6032015Revenue 2017: $8,947,917Expenses 2017: $8,575,012Net Income 2017: $372,9052017Revenue 2018: $8,862,193Expenses 2018: $9,112,444Net Income 2018: -$250,2512018Revenue 2019: $9,606,444Expenses 2019: $9,697,274Net Income 2019: -$90,8302019Revenue 2020: $10,285,382Expenses 2020: $10,132,297Net Income 2020: $153,0852020Revenue 2021: $11,050,149Expenses 2021: $10,777,888Net Income 2021: $272,2612021Revenue 2022: $12,003,605Expenses 2022: $12,783,415Net Income 2022: -$779,8102022Revenue 2023: $13,154,241Expenses 2023: $12,483,159Net Income 2023: $671,0822023Revenue 2024: $435,151Expenses 2024: $156,102Net Income 2024: $279,0492024

Highlighted filing

2024

Revenue$435,151
Expenses$156,102
Net Income$279,049
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$108,021
Liabilities
$107,522
Net assets
$499
Revenue
$435,151
Expenses
$156,102
Net income
$279,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.11$0.00$0.44$0.16$0.28
2023Summary only. Only limited summary data is available for this year.$1.78$2.06$0.28$13.2$12.5$0.67
2022Detailed filing. Detailed filing data is available for this year.$9.47$10.1$0.67$12.0$12.8$0.78
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.59$9.48$0.11$11.1$10.8$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.55$9.71$0.16$10.3$10.1$0.15
2019Summary only. Only limited summary data is available for this year.$9.45$9.77$0.32$9.61$9.70$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.19$9.42$0.23$8.86$9.11$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.43$9.40$0.02$8.95$8.58$0.37
2015Summary only. Only limited summary data is available for this year.$9.21$10.2$1.03$7.75$7.92$0.17
2014Detailed filing. Detailed filing data is available for this year.$9.32$10.3$0.95$7.78$8.08$0.30
2013Detailed filing. Detailed filing data is available for this year.$8.34$9.01$0.67$8.19$7.77$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.16$9.21$1.05$7.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.28$9.74$1.46$6.91
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$12,003,605
Mission and Program Overview

Mission

To provide facilities and services for the accoodations of retired persons, elderly persons, and convalescent persons.

To provide facilities and servcies for the accomodations of retired persons, elderly persons, and convalescent persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,740,543$5,438,705▼ $301,838
Accounts Receivable$1,667,487$1,647,550▼ $19,937
Savings and Temporary Cash Investments$750,002$625,006▼ $124,996
Investments in Publicly Traded Securities$667,086$561,737▼ $105,349
Cash and Non-Interest-Bearing Accounts$92,937$319,786▲ $226,849
Prepaid Expenses and Deferred Charges$226,523$119,635▼ $106,888
Total Assets$9,586,285$9,468,824▼ $117,461
Other Assets Total$441,707$756,405▲ $314,698
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,360,947$8,123,583▼ $237,364
Accounts Payable and Accrued Expenses$1,412,370$2,298,904▲ $886,534
Other Liabilities$-294,322$-281,143▲ $13,179
Total Liabilities$9,478,995$10,141,344▲ $662,349
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$107,290$-672,520▼ $779,810
Total Net Assets Fund Balance$107,290$-672,520▼ $779,810
Total Liabilities and Net Assets / Fund Balance$9,586,285$9,468,824▼ $117,461

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,071,111$7,504,405$12,575,516
Equipment$367,594$2,212,575$2,580,169
Other Assets Org$9,409--
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Betty ScherrerPresident
Jeremy MartinManagement C
Michael HoskinsManagement C
Jody BensonSecretary
David HamptonTreasurer
Susan WatkinsVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
City Mobile GroupStaffing524 RICHMOND DR SE, Albuquerque, NM 87106$2,577,915
Heritage Management ServicesManagement ServPO BOX 2335, Cleveland, TN 37311$1,263,508
First Insurance FundingInsurance450 SKOKIE BLVD, Northbrook, IL 60062$513,997
Mna HealthcareContract StaffPO BOX 281939, Atlanta, GA 30384-1939$493,646
Advantage Home CareTherapyPO BOX 2335, Cleveland, TN 37311$468,139
Revenue and Support

Revenue Composition

Contributions and Grants
$811,784
Program Service Revenue
$10,638,353
Investment Income
$112,895
Other Revenue
$440,573
All Other Contributions
$811,784
Change in Net Assets
$-779,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,734,688
Salaries, Compensation, and Employee Benefits$4,048,727
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,170,140$372,386-$3,542,526
Fees for Services Management$859,823--$859,823
Insurance$546,830--$546,830
Depreciation Depletion$410,828--$410,828
Interest$352,642--$352,642
Other Expenses$332,859$35,802-$332,859
All Other Expenses$145,932$157,173-$303,105
Payroll Taxes$243,286$16,947-$260,233
Other Employee Benefits$235,678$10,290-$245,968
Office Expenses$15,198$143,509-$158,707
Travel$32,818$89,921-$122,739
Fees for Services Other$85,636--$85,636
Fees for Services Legal$74,576--$74,576
Occupancy$59,661--$59,661
Conferences and Meetings$37,802--$37,802
Advertising$8,824--$8,824
Fees for Services Accounting$1,650--$1,650
Total Functional Expenses$11,874,626$908,789$0$12,783,415
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
Unamortized Debt Issuance Costs$-281,143
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Management delegated to heritage management services, inc.”

Form 990, Page 6, Part VI, Line 11B

“Board will review form 990 prior to signing and filing”

Form 990, Page 6, Part VI, Line 12C

“Management company monitors compliance of conflict of interest policy.”

Form 990, Page 6, Part VI, Line 15A

“Management company sets salary of key employees with approval by the board”

Form 990, Page 6, Part VI, Line 15B

“Management company sets salary of key employees with approval by the board”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Los Alamos Retirement Communityinc
EIN
85-0286440
Phone
5056624300
Address
1011 SOMBRILLO COURT, LOS ALAMOS, NM 87544

Signing Officer

Name
Michael Hoskins
Title
Management Company
Phone
5056624300
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betty Scherrer
Formed
1976
Legal Domicile
Nm
Voting Board Members
4
Independent Board Members
4
Employees
178

Preparer

Firm
Mcnair Mclemore Middlebrooks & Co LLC
Address
POST OFFICE BOX ONE, MACON, GA 31202-0001
Preparer
William R Rountree
Phone
4787466277
Raw XML AppendixShowing 400 of 452 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
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02298904
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IRS990/AccountsReceivableGrp/EOYAmt01647550
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FACILITIES AND SERVCIES FOR THE ACCOMODATIONS OF RETIRED PERSONS, ELDERLY PERSONS, AND CONVALESCENT PERSONS.
IRS990/AdvertisingGrp/ProgramServicesAmt08824
IRS990/AdvertisingGrp/TotalAmt08824
IRS990/AllOtherContributionsAmt0811784
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IRS990/AllOtherExpensesGrp/TotalAmt0303105
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0MICHAEL HOSKINS
IRS990/BooksInCareOfDetail/PhoneNum05056624300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01011 SOMBRILLO CRT
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ALAMOS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990/BooksInCareOfDetail/USAddress/ZIPCd087544
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt092937
IRS990/CashNonInterestBearingGrp/EOYAmt0319786
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt037802
IRS990/ConferencesMeetingsGrp/TotalAmt037802
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt02577915
IRS990/ContractorCompensationGrp/CompensationAmt11263508
IRS990/ContractorCompensationGrp/CompensationAmt2513997
IRS990/ContractorCompensationGrp/CompensationAmt3493646
IRS990/ContractorCompensationGrp/CompensationAmt4468139
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 2335
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2450 SKOKIE BLVD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3PO BOX 281939
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4PO BOX 2335
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ALBUQUERQUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1CLEVELAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2NORTHBROOK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3ATLANTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4CLEVELAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NM
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4TN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd087106
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd437311
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CITY MOBILE GROUP
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2FIRST INSURANCE FUNDING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3MNA HEALTHCARE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4ADVANTAGE HOME CARE
IRS990/ContractorCompensationGrp/ServicesDesc0STAFFING
IRS990/ContractorCompensationGrp/ServicesDesc1MANAGEMENT SERV
IRS990/ContractorCompensationGrp/ServicesDesc2INSURANCE
IRS990/ContractorCompensationGrp/ServicesDesc3CONTRACT STAFF
IRS990/ContractorCompensationGrp/ServicesDesc4THERAPY
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0811784
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0112895
IRS990/CYOtherExpensesAmt08734688
IRS990/CYOtherRevenueAmt0440573
IRS990/CYProgramServiceRevenueAmt010638353
IRS990/CYRevenuesLessExpensesAmt0-779810
IRS990/CYSalariesCompEmpBnftPaidAmt04048727
IRS990/CYTotalExpensesAmt012783415
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012003605
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0410828
IRS990/DepreciationDepletionGrp/TotalAmt0410828
IRS990/Desc0SKILLED CARE FACILITY: PROVIDE FACILITIES AND SERVICES FOR THE ACCOMODATIONS OF RETIRED PERSONS, ELDERLY PERSONS, AND CONVALESCENT PERSONS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0178
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt011874626
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01650
IRS990/FeesForServicesAccountingGrp/TotalAmt01650
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt074576
IRS990/FeesForServicesLegalGrp/TotalAmt074576
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0859823
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IRS990/FeesForServicesOtherGrp/ProgramServicesAmt085636
IRS990/FeesForServicesOtherGrp/TotalAmt085636
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0BETTY SCHERRER
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN WATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm2JODY BENSON
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID HAMPTON
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL HOSKINS
IRS990/Form990PartVIISectionAGrp/PersonNm5JEREMY MARTIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGEMENT C
IRS990/Form990PartVIISectionAGrp/TitleTxt5MANAGEMENT C
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0112895
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0667086
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IRS990/IRPDocumentCnt051
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IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2HC QUALITY SURCHARGE
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IRS990/ReportOtherAssetsInd0true
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 0
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03148809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01439
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011078926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07788799
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09484709
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0120296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0261096
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0609232
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1290391
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt39409
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DELEGATED TO HERITAGE MANAGEMENT SERVICES, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD WILL REVIEW FORM 990 PRIOR TO SIGNING AND FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT COMPANY MONITORS COMPLIANCE OF CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT COMPANY SETS SALARY OF KEY EMPLOYEES WITH APPROVAL BY THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MANAGEMENT COMPANY SETS SALARY OF KEY EMPLOYEES WITH APPROVAL BY THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011874626
IRS990/TotalFunctionalExpensesGrp/TotalAmt012783415
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0107290
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-672520
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