Civic Intelligence

Utah Certified Development Company

990 • Fiscal year 2020 • EIN 87-0477091

Oct 01, 2019 to Sep 30, 2020 • Filed on Dec 18, 2020

Organization ProfileWWW.UTAHCDC.COM
5333 S Adams Ave Ste BOgden, UT 84405

(801) 627-1333

Siviq Scores

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

Liabilities / Assets

44th percentile

0.12x

Higher debt load relative to assets than 44% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

38th percentile

0.12x

Higher debt load relative to revenue than 38% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$345,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Asset Growth

63rd percentile

9.7%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

9.6%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$2,629,409

Up $232,740 (+9.7%) from 2019

Net Assets

Up

$2,319,837

Up $343,960 (+17%) from 2019

Liabilities

Down

$309,572

Down $111,220 (-26%) from 2019

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin68th percentile

Revenue

Up

$2,648,387

Up $231,636 (+9.6%) from 2019

Expenses

Up

$2,325,288

Up $119,644 (+5.4%) from 2019

Net Income

Up

$323,099

Up $111,992 (+53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,698,056Liabilities 2011: $273,701Net Assets 2011: $1,424,3552011Assets 2012: $1,770,690Liabilities 2012: $211,873Net Assets 2012: $1,558,8172012Assets 2013: $1,785,200Liabilities 2013: $398,102Net Assets 2013: $1,387,0982013Assets 2014: $1,765,157Liabilities 2014: $240,794Net Assets 2014: $1,524,3632014Assets 2015: $1,803,399Liabilities 2015: $257,444Net Assets 2015: $1,545,9552015Assets 2016: $1,856,070Liabilities 2016: $223,188Net Assets 2016: $1,632,8822016Assets 2017: $1,904,155Liabilities 2017: $289,606Net Assets 2017: $1,614,5492017Assets 2018: $2,303,819Liabilities 2018: $567,194Net Assets 2018: $1,736,6252018Assets 2019: $2,396,669Liabilities 2019: $420,792Net Assets 2019: $1,975,8772019Assets 2020: $2,629,409Liabilities 2020: $309,572Net Assets 2020: $2,319,8372020Assets 2021: $3,340,647Liabilities 2021: $830,941Net Assets 2021: $2,509,7062021Assets 2022: $3,055,296Liabilities 2022: $817,234Net Assets 2022: $2,238,0622022Assets 2023: $2,892,245Liabilities 2023: $842,732Net Assets 2023: $2,049,5132023Assets 2024: $2,980,702Liabilities 2024: $658,671Net Assets 2024: $2,322,0312024Assets 2025: $3,388,977Liabilities 2025: $931,677Net Assets 2025: $2,457,3002025

Highlighted filing

2020

Assets$2,629,409
Liabilities$309,572
Net Assets$2,319,837
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,627,885Expenses 2011: $1,672,822Net Income 2011: -$44,9372011Revenue 2012: $2,107,344Expenses 2012: $2,021,617Net Income 2012: $85,7272012Revenue 2013: $1,907,481Expenses 2013: $2,084,519Net Income 2013: -$177,0382013Revenue 2014: $2,017,840Expenses 2014: $1,896,491Net Income 2014: $121,3492014Revenue 2015: $1,853,564Expenses 2015: $1,794,305Net Income 2015: $59,2592015Revenue 2016: $1,822,841Expenses 2016: $1,813,750Net Income 2016: $9,0912016Revenue 2017: $1,927,563Expenses 2017: $2,050,804Net Income 2017: -$123,2412017Revenue 2018: $2,019,648Expenses 2018: $1,927,983Net Income 2018: $91,6652018Revenue 2019: $2,416,751Expenses 2019: $2,205,644Net Income 2019: $211,1072019Revenue 2020: $2,648,387Expenses 2020: $2,325,288Net Income 2020: $323,0992020Revenue 2021: $2,396,091Expenses 2021: $2,478,136Net Income 2021: -$82,0452021Revenue 2022: $3,200,082Expenses 2022: $3,017,537Net Income 2022: $182,5452022Revenue 2023: $2,629,750Expenses 2023: $2,999,359Net Income 2023: -$369,6092023Revenue 2024: $3,331,186Expenses 2024: $3,350,269Net Income 2024: -$19,0832024Revenue 2025: $3,428,141Expenses 2025: $3,250,360Net Income 2025: $177,7812025

Highlighted filing

2020

Revenue$2,648,387
Expenses$2,325,288
Net Income$323,099
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Dec 18, 2020
Return Version
2019v5.1
Gross Receipts
$2,648,387
Mission and Program Overview

Mission

The organization meets with state agencies, local bankers,community organizations, and local business people to promote and provide service to businesses that qualify for the small admin 504 loan program. Originated and services 504 loans to small businesses in utah.

The organization meets with state agencies, local bankers,community organizations, and local business people to promote and provide service to businesses that qualify for the small business admin 504 loan program. Originated and services 504 loans to small businesses in utah.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,343,767$1,669,628▲ $325,861
Land, Buildings, and Equipment, Net$552,679$587,988▲ $35,309
Cash and Non-Interest-Bearing Accounts$277,694$346,072▲ $68,378
Accounts Receivable$222,529$25,721▼ $196,808
Total Assets$2,396,669$2,629,409▲ $232,740
Liabilities
Accounts Payable and Accrued Expenses$420,792$309,572▼ $111,220
Total Liabilities$420,792$309,572▼ $111,220
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,975,877$2,319,837▲ $343,960
Total Net Assets Fund Balance$1,975,877$2,319,837▲ $343,960
Total Liabilities and Net Assets / Fund Balance$2,396,669$2,629,409▲ $232,740

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$54,142-
Equipment$270,301$158,348-
Leasehold Improvements$317,687$164,799-
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleBaseTotal
Robert D RichardsPresident & CEO$345,000$345,000
Caryl ErikssonEmployee$273,082$273,082
Adam WhiteEmployee$140,924$140,924
Mikel BowmenEmployee$128,082$128,082

Board Members and Trustees

NameTitle
Brandon StoddardBoard Member
Bruce AshcroftBoard Member
Bruce DavisBoard Member
Dan MusgraveBoard Member
Erich SontagBoard Member
Jay ThompsonBoard Member
John GagonBoard Member
Kerry WahlenBoard Member
Michael PollBoard Member
Tom ChristopulosBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,647,196
Investment Income
$1,191
Other Revenue
$0
Change in Net Assets
$323,099

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,648,387
Revenue Not Reported on Form 990
$20,861
Total Revenue per Audited Statements
$2,669,248
Total Revenue per Form 990
$2,648,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,520,321
Other Expenses$743,262
Grants and Similar Amounts Paid$61,705
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,520,321--$1,520,321
Occupancy$114,239--$114,239
Depreciation Depletion$87,099--$87,099
Grants to Domestic Orgs$61,705--$61,705
Travel$47,105--$47,105
Other Expenses$34,689--$34,689
Insurance$32,625--$32,625
Conferences and Meetings$12,828--$12,828
Fees for Services Accounting$10,453--$10,453
All Other Expenses$-4,758--$-4,758
Total Functional Expenses$2,325,288$0$0$2,325,288

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,325,288
Total Expenses per Audited Statements$2,325,288
Total Expenses per Form 990$2,325,288
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Misc---$61,705
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Gh Properties Management LLCOffice RentalOf Annual Rent PmtNo$86,486
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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

Members or stockholder classes and rights Part VI line 6

“The organization has a board of directors”

Member election for additional members Part VI line 7A

“Board members serve a 4 year term and can be reelected to the board for a total of 2 terms or 8 years at which time they are no longer elegible to serve for a minimum of one year. The make up of the board of directors is governed by the sba sop to ensure diversity of make up while maintain the expertise necessary to direct a lending institution. The board nominates qualified indivuduals form the community to serve as replacements for those individual board members whose terms have expired.”

Form 990 governing body review Part VI line 11

“The 990 is presented at a board meeting and approved to be filed by the board of directors”

Conflict of interest policy compliance Part VI line 12C

“Annual written certification of conflicts of interest required of all directors and officers”

CEO executive director top management comp Part VI line 15A

“Compensation of the executive director is determined by the compensation committee. The executive director then establishes other employee compensation based on performance. All w2 information is reported under a leasing companys federal id.”

Other officer or key employee compensation Part VI line 15B

“Compensation of the executive director is determined by the compensation committee. The executive director then establishes other employee compensation based on performance. All w2 information is reported under a leasing companys federal id.”

Governing documents etc available to public Part VI line 19

“Governing documents, comflicts of interest, and other documents can be obtained by written request”

Filing and Contact Details

Filer

Filer Name
Utah Certified Development Company
EIN
87-0477091
Address
5333 S ADAMS AVE STE B, OGDEN, UT 84405

Signing Officer

Name
Robert D Richards
Title
President & CEO
Phone
8016271333
Signed
2020-12-18
Discuss with paid preparer
No

Organization Details

Principal Officer
Robert D Richards
Formed
1979
Legal Domicile
Ut
Voting Board Members
11
Independent Board Members
10
Employees
13

Preparer

Firm
Litz & Company Pc
Address
5145 S AIRPORT RD STE 100, Roy, UT 84067
Preparer
Brent Litz CPA
Phone
8018254100
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IRS990/InsuranceGrp/ProgramServicesAmt032625
IRS990/InsuranceGrp/TotalAmt032625
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01191
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01191
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01343767
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01669628
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0377289
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0552679
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0587988
IRS990/LandBldgEquipCostOrOtherBssAmt0965277
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION MEETS WITH STATE AGENCIES, LOCAL BANKERS,COMMUNITY ORGANIZATIONS, AND LOCAL BUSINESS PEOPLE TO PROMOTE AND PROVIDE SERVICE TO BUSINESSES THAT QUALIFY FOR THE SMALL BUSINESS ADMIN 504 LOAN PROGRAM. ORIGINATED AND SERVICES 504 LOANS TO SMALL BUSINESSES IN UTAH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01975877
IRS990/NetAssetsOrFundBalancesEOYAmt02319837
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt020861
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01975877
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02319837
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0114239
IRS990/OccupancyGrp/TotalAmt0114239
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0COST OF LOAN CLOSING
IRS990/OtherExpensesGrp/Desc1MARKETING
IRS990/OtherExpensesGrp/Desc2OPERATING SUPPLIES & EXPENSE
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt0319002
IRS990/OtherExpensesGrp/ProgramServicesAmt134429
IRS990/OtherExpensesGrp/ProgramServicesAmt255551
IRS990/OtherExpensesGrp/ProgramServicesAmt334689
IRS990/OtherExpensesGrp/TotalAmt0319002
IRS990/OtherExpensesGrp/TotalAmt134429
IRS990/OtherExpensesGrp/TotalAmt255551
IRS990/OtherExpensesGrp/TotalAmt334689
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01520321
IRS990/OtherSalariesAndWagesGrp/TotalAmt01520321
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROBERT D RICHARDS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/Desc0CLOSING FEES
IRS990/ProgramServiceRevenueGrp/Desc1ORIGINATION FEES
IRS990/ProgramServiceRevenueGrp/Desc2SERVICING FEES
IRS990/ProgramServiceRevenueGrp/Desc3PORTFOLIO INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0574835
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1750206
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21215177
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3106978
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0574835
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1750206
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21215177
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3106978
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt028456
IRS990/PYInvestmentIncomeAmt01243
IRS990/PYOtherExpensesAmt0721159
IRS990/PYProgramServiceRevenueAmt02415508
IRS990/PYRevenuesLessExpensesAmt0211107
IRS990/PYSalariesCompEmpBnftPaidAmt01456029
IRS990/PYTotalExpensesAmt02205644
IRS990/PYTotalRevenueAmt02416751
IRS990/ReconcilationRevenueExpnssAmt0323099
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0270301
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0158348
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0428649
IRS990ScheduleD/ExpensesSubtotalAmt02325288
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0317687
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0164799
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0482486
IRS990ScheduleD/NetUnrealizedGainsInvstAmt020861
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt054142
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt054142
IRS990ScheduleD/RevenueNotReportedAmt020861
IRS990ScheduleD/RevenueSubtotalAmt02648387
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0587988
IRS990ScheduleD/TotalExpensesPerForm990Amt02325288
IRS990ScheduleD/TotalRevenuePerForm990Amt02648387
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02669248
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02325288
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt061705
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MISC
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0345000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1273082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT D RICHARDS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CARYL ERIKSSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EMPLOYEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0345000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1273082
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd0true
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GH PROPERTIES MANAGEMENT LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OFFICE RENTAL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt086486
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0OF ANNUAL RENT PMT
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0GH PROPERTIES OWNS A COMMERCIAL BUILDING THAT IS LEASED TO UTAH CDC. THE EXECUTIVE DIRECTOR AND CERTAIN OTHER EMPLOYEES OWN GH PROPERTIES.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Supplemental Information for Schedule L
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS SERVE A 4 YEAR TERM AND CAN BE REELECTED TO THE BOARD FOR A TOTAL OF 2 TERMS OR 8 YEARS AT WHICH TIME THEY ARE NO LONGER ELEGIBLE TO SERVE FOR A MINIMUM OF ONE YEAR. THE MAKE UP OF THE BOARD OF DIRECTORS IS GOVERNED BY THE SBA SOP TO ENSURE DIVERSITY OF MAKE UP WHILE MAINTAIN THE EXPERTISE NECESSARY TO DIRECT A LENDING INSTITUTION. THE BOARD NOMINATES QUALIFIED INDIVUDUALS FORM THE COMMUNITY TO SERVE AS REPLACEMENTS FOR THOSE INDIVIDUAL BOARD MEMBERS WHOSE TERMS HAVE EXPIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS PRESENTED AT A BOARD MEETING AND APPROVED TO BE FILED BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL WRITTEN CERTIFICATION OF CONFLICTS OF INTEREST REQUIRED OF ALL DIRECTORS AND OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE COMPENSATION COMMITTEE. THE EXECUTIVE DIRECTOR THEN ESTABLISHES OTHER EMPLOYEE COMPENSATION BASED ON PERFORMANCE. ALL W2 INFORMATION IS REPORTED UNDER A LEASING COMPANYS FEDERAL ID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE COMPENSATION COMMITTEE. THE EXECUTIVE DIRECTOR THEN ESTABLISHES OTHER EMPLOYEE COMPENSATION BASED ON PERFORMANCE. ALL W2 INFORMATION IS REPORTED UNDER A LEASING COMPANYS FEDERAL ID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, COMFLICTS OF INTEREST, AND OTHER DOCUMENTS CAN BE OBTAINED BY WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02396669
IRS990/TotalAssetsEOYAmt02629409
IRS990/TotalAssetsGrp/BOYAmt02396669
IRS990/TotalAssetsGrp/EOYAmt02629409
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02325288
IRS990/TotalFunctionalExpensesGrp/TotalAmt02325288
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0420792
IRS990/TotalLiabilitiesEOYAmt0309572
IRS990/TotalLiabilitiesGrp/BOYAmt0420792
IRS990/TotalLiabilitiesGrp/EOYAmt0309572
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01975877
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02319837
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02325288
IRS990/TotalProgramServiceRevenueAmt02647196
IRS990/TotalReportableCompFromOrgAmt0887088
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02648387
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02648387
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02396669
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02629409
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt047105
IRS990/TravelGrp/TotalAmt047105
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,629,409
Liabilities
$309,572
Net assets
$2,319,837
Revenue
$2,648,387
Expenses
$2,325,288
Net income
$323,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.39$0.93$2.46$3.43$3.25$0.18
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.66$2.32$3.33$3.35$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.84$2.05$2.63$3.00$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.82$2.24$3.20$3.02$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.83$2.51$2.40$2.48$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.63$0.31$2.32$2.65$2.33$0.32
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.42$1.98$2.42$2.21$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.57$1.74$2.02$1.93$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.29$1.61$1.93$2.05$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.22$1.63$1.82$1.81$0.01
2015Summary only. Only limited summary data is available for this year.$1.80$0.26$1.55$1.85$1.79$0.06
2014Summary only. Only limited summary data is available for this year.$1.77$0.24$1.52$2.02$1.90$0.12
2013Summary only. Only limited summary data is available for this year.$1.79$0.40$1.39$1.91$2.08$0.18
2012Summary only. Only limited summary data is available for this year.$1.77$0.21$1.56$2.11$2.02$0.09
2011Summary only. Only limited summary data is available for this year.$1.70$0.27$1.42$1.63$1.67$0.04