Civic Intelligence

Jefferson Economic Developement Institute

990 • Fiscal year 2017 • EIN 91-1764897

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileWWW.E-JEDI.ORG
PO Box 1586Mount Shasta, CA 96067

(530) 926-6670

Siviq Scores

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

Liabilities / Assets

94th percentile

0.98x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.16x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

53rd percentile

4.6%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

94th percentile

$58,947

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$59,428

Down $22,513 (-27%) from 2016

Net Assets

Up

$1,204

Up $16,626 (+108%) from 2016

Liabilities

Down

$58,224

Down $39,139 (-40%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin53rd percentile

Revenue

Down

$359,132

Down $137,373 (-28%) from 2016

Expenses

Down

$342,504

Down $153,982 (-31%) from 2016

Net Income

Up

$16,628

Up $16,609 (+87416%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$300K$200K$100K$0-$100KAssets 2011: $145,298Liabilities 2011: $63,924Net Assets 2011: $81,3742011Assets 2012: $179,178Liabilities 2012: $86,796Net Assets 2012: $92,3822012Assets 2013: $94,874Liabilities 2013: $27,786Net Assets 2013: $67,0882013Assets 2014: $150,522Liabilities 2014: $84,235Net Assets 2014: $66,2872014Assets 2015: $108,275Liabilities 2015: $123,716Net Assets 2015: -$15,4412015Assets 2016: $81,941Liabilities 2016: $97,363Net Assets 2016: -$15,4222016Assets 2017: $59,428Liabilities 2017: $58,224Net Assets 2017: $1,2042017Assets 2018: $97,834Liabilities 2018: $92,000Net Assets 2018: $5,8342018Assets 2019: $158,597Liabilities 2019: $144,466Net Assets 2019: $14,1312019Assets 2020: $185,630Liabilities 2020: $165,784Net Assets 2020: $19,8462020Assets 2021: $142,879Liabilities 2021: $82,090Net Assets 2021: $60,7892021Assets 2022: $287,420Liabilities 2022: $99,462Net Assets 2022: $187,9582022Assets 2023: $279,804Liabilities 2023: $126,604Net Assets 2023: $153,2002023Assets 2024: $244,935Liabilities 2024: $160,791Net Assets 2024: $84,1442024

Highlighted filing

2017

Assets$59,428
Liabilities$58,224
Net Assets$1,204
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $533,460Expenses 2011: $510,686Net Income 2011: $22,7742011Revenue 2012: $590,870Expenses 2012: $579,862Net Income 2012: $11,0082012Revenue 2013: $496,076Expenses 2013: $517,695Net Income 2013: -$21,6192013Revenue 2014: $303,142Expenses 2014: $303,943Net Income 2014: -$8012014Revenue 2015: $367,418Expenses 2015: $449,146Net Income 2015: -$81,7282015Revenue 2016: $496,505Expenses 2016: $496,486Net Income 2016: $192016Revenue 2017: $359,132Expenses 2017: $342,504Net Income 2017: $16,6282017Revenue 2018: $419,790Expenses 2018: $415,160Net Income 2018: $4,6302018Revenue 2019: $531,893Expenses 2019: $523,596Net Income 2019: $8,2972019Revenue 2020: $577,008Expenses 2020: $547,083Net Income 2020: $29,9252020Revenue 2021: $798,620Expenses 2021: $757,677Net Income 2021: $40,9432021Revenue 2022: $979,343Expenses 2022: $852,174Net Income 2022: $127,1692022Revenue 2023: $814,805Expenses 2023: $849,563Net Income 2023: -$34,7582023Revenue 2024: $758,600Expenses 2024: $827,656Net Income 2024: -$69,0562024

Highlighted filing

2017

Revenue$359,132
Expenses$342,504
Net Income$16,628
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$359,132
Mission and Program Overview

Mission

Jedis mission is to increase the economic well-being of people and communities through business development and local wealth creation addrresses issues of rural poverty and economic development. Since 1996. 5,300 people grew a business, created 2,000 business and jobs, and 63 received financing of 3.7 mil.

Jedis mission is to increase the economic well-being of people and communities through business development and local wealth creation. Through this mission, JEDI is addressing the root causes of rural poverty and economic development. Since 1996 it has supported over 6,700 people in growing a business, created 1,700 businesses and jobs, And 70 have received financing of approximately $7.6 million.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,517$34,172▲ $28,655
Accounts Receivable$73,647$23,624▼ $50,023
Loans From Officers Directors-$5,000-
Prepaid Expenses and Deferred Charges$2,777$1,632▼ $1,145
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$81,941$59,428▼ $22,513
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$65,000--
Other Liabilities$11,843$20,408▲ $8,565
Deferred Revenue$10,044$18,451▲ $8,407
Accounts Payable and Accrued Expenses$10,478$14,365▲ $3,887
Total Liabilities$97,365$58,224▼ $39,141
Net Assets / Fund Balance
Unrestricted Net Assets$-15,424$1,204▲ $16,628
Total Net Assets Fund Balance$-15,424$1,204▲ $16,628
Total Liabilities and Net Assets / Fund Balance$81,941$59,428▼ $22,513

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$29,264$29,264
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy SwiftExecutive DirectorFT$52,947$6,000$58,947

Board Members and Trustees

NameTitle
Kathy HallChairman
Erika CarpenterBoard Member
Colette GeorgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$338,372
Program Service Revenue
$17,312
Investment Income
$0
Other Revenue
$3,448
All Other Contributions
$49,225
Change in Net Assets
$16,628

Audited Revenue Reconciliation

Revenue per Audited Statements
$359,132
Total Revenue per Audited Statements
$359,132
Total Revenue per Form 990
$359,132
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$228,324
Other Expenses$114,180
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$138,702$3,143-$141,845
Current Officers, Directors, Trustees, and Key Employees$59,570$1,351-$60,921
Office Expenses$23,754$854-$24,608
Occupancy$20,286$1,602-$21,888
Payroll Taxes$16,995$385-$17,380
Fees for Services Other$5,153$5,524-$10,677
Advertising$8,594$755-$9,349
Other Employee Benefits$7,997$181-$8,178
Travel$3,657$409-$4,066
Insurance$3,933$38-$3,971
Information Technology-$3,177-$3,177
Other Expenses$941$215-$1,156
All Other Expenses$204$870-$1,074
Interest$311$414-$725
Total Functional Expenses$321,642$20,862$0$342,504

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$342,504
Total Expenses per Audited Statements$342,504
Total Expenses per Form 990$342,504
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$5,000-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll liabilities$19,038
Due to fiscal agent$1,370
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“The board received a copy of the form 990 to review before it is filed.”

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

“Board members are required to update the conflict of interest verbally at least onan annual basis.”

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

“The board sets compensation based on comparison with other local organizations.”

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

“The board sets compensation based on comparison with other local organizations.”

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

“Copies of governing documents, policies, and financial statements are available uponrequest at the office.”

Filing and Contact Details

Filer

Filer Name
Jefferson Economic Development Institute
EIN
91-1764897
Phone
5309266670
Address
PO BOX 1586, MOUNT SHASTA, CA 96067

Signing Officer

Name
Nancy Swift
Title
Executive Director
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Swift
Formed
1996
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
11
Volunteers
12

Preparer

Firm
R J Ricciardi Inc
Address
1101 Fifth Avenue Suite 360, San Rafael, CA 94901
Preparer
Hiep Pham
Phone
4154571215
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Jefferson Economic Development Institute (JEDI) adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. JEDI has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. JEDI believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on JEDIs financial condition, results of operations or cash flows. Accordingly, JEDI has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at June 30, 2017. JEDI is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/Desc0The Jefferson Economic Development Institute (JEDI) is a nonprofit organization dedicated to increasing the economic well-being of people and communities through business development and local wealth creation. Jedi assists low and moderate income families to thrive financially by building sustainable businesses and assets. Over the past 21 years, JEDI has served over 6,700 individuals who started over 1,700 businesses and add new jobs in this rural frontier region of far northern California. Jedi has brought close to $7.6 million into the county in support of small business development and assisted businesses to acquire over $1,800,000 in financing. Jedi became a an SBA-designated Womens Business Center in 2014 and serves a 4-county region in northern CA. JEDI serves 1,500 people per year seeking to start or grow a business or family financial security, of which, 82% are women, 18% are minorities, 19% are disabled, 72% are low income and 100% are rural.JEDI is also host to an IRS-sponsored Volunteer Income Tax Assistance (VITA) Program, preparing approximately 600 free taxes for seniors and low income wage earners per year. JEID is also the host of the Mt. Shasta Farmers Market, providing a market outlet for farmers and ranchers for 20 years. Jedis well-seasoned array of micro and small business development servicesInclude entrepreneurial development classes and workshops, financial literacyAnd money management classes and workshops, business coaching and technicalAssistance, asset-building opportunities such as individual developmentAccounts, industry-specific projects, and general community economicDevelopment planning. Jedi has been an IRS-sponsored vita (volunteer income taxAssistance) site for the past 10 years and provides seniors and people with lowIncomes free tax preparation. Jedi also manages the Mt. Shasta farmers market.Jedi provided many direct services in support of business and asset development. The Womens Center at JEDI is growing and expanding to serve more women entrepreneurs and is fast becoming a leader in its class serving rural women.
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt08178
IRS990/OtherExpensesGrp/Desc0Program Consultant
IRS990/OtherExpensesGrp/Desc1Sub/Mbrshp/Dues
IRS990/OtherExpensesGrp/Desc2Grant Making
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01338
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt188
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2518
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3215
IRS990/OtherExpensesGrp/ProgramServicesAmt016369
IRS990/OtherExpensesGrp/ProgramServicesAmt110273
IRS990/OtherExpensesGrp/ProgramServicesAmt24903
IRS990/OtherExpensesGrp/ProgramServicesAmt3941
IRS990/OtherExpensesGrp/TotalAmt017707
IRS990/OtherExpensesGrp/TotalAmt110361
IRS990/OtherExpensesGrp/TotalAmt25421
IRS990/OtherExpensesGrp/TotalAmt31156
IRS990/OtherLiabilitiesGrp/BOYAmt011843
IRS990/OtherLiabilitiesGrp/EOYAmt020408
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other Revenue
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03448
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03448
IRS990/OtherRevenueTotalAmt03448
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03143
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0138702
IRS990/OtherSalariesAndWagesGrp/TotalAmt0141845
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0385
IRS990/PayrollTaxesGrp/ProgramServicesAmt016995
IRS990/PayrollTaxesGrp/TotalAmt017380
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02777
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01632
IRS990/PrincipalOfficerNm0Nancy Swift
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Program Revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017312
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017312
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0492941
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0136412
IRS990/PYProgramServiceRevenueAmt03564
IRS990/PYRevenuesLessExpensesAmt019
IRS990/PYSalariesCompEmpBnftPaidAmt0360074
IRS990/PYTotalExpensesAmt0496486
IRS990/PYTotalRevenueAmt0496505
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt016628
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt017312
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0341820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0496506
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0361006
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0291240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0451737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01942309
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04375
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04200
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08575
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99560
IRS990ScheduleA/PublicSupportPY170Pct00.99600
IRS990ScheduleA/PublicSupportTotal170Amt01942309
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0341820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0496506
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0361006
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0291240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0451737
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01942309
IRS990ScheduleA/TotalSupportAmt01950884
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt029264
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt029264
IRS990ScheduleD/ExpensesSubtotalAmt0342504
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01370
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119038
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to fiscal agent
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Payroll liabilities
IRS990ScheduleD/RevenueSubtotalAmt0359132
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Jefferson Economic Development Institute (JEDI) adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. JEDI has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. JEDI believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on JEDIs financial condition, results of operations or cash flows. Accordingly, JEDI has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at June 30, 2017. JEDI is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt0342504
IRS990ScheduleD/TotalLiabilityAmt020408
IRS990ScheduleD/TotalRevenuePerForm990Amt0359132
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0359132
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0342504
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt05000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Operations
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt05000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Nancy Swift
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Executive Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt05000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board received a copy of the form 990 to review before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members are required to update the conflict of interest verbally at least onan annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board sets compensation based on comparison with other local organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The board sets compensation based on comparison with other local organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Copies of governing documents, policies, and financial statements are available uponrequest at the office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt081941
IRS990/TotalAssetsEOYAmt059428
IRS990/TotalAssetsGrp/BOYAmt081941
IRS990/TotalAssetsGrp/EOYAmt059428
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0338372
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020862
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0321642
IRS990/TotalFunctionalExpensesGrp/TotalAmt0342504
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt097365
IRS990/TotalLiabilitiesEOYAmt058224
IRS990/TotalLiabilitiesGrp/BOYAmt097365
IRS990/TotalLiabilitiesGrp/EOYAmt058224
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-15424
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01204
IRS990/TotalOtherCompensationAmt06000
IRS990/TotalProgramServiceExpensesAmt0321642
IRS990/TotalProgramServiceRevenueAmt017312
IRS990/TotalReportableCompFromOrgAmt052947
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020760
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0359132
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt081941
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt059428
IRS990/TransactionWithControlEntInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,428
Liabilities
$58,224
Net assets
$1,204
Revenue
$359,132
Expenses
$342,504
Net income
$16,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$1.61$0.84$7.59$8.28$0.69
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$1.27$1.53$8.15$8.50$0.35
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.99$1.88$9.79$8.52$1.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.82$0.61$7.99$7.58$0.41
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$1.66$0.20$5.77$5.47$0.30
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$1.44$0.14$5.32$5.24$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.92$0.06$4.20$4.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.58$0.01$3.59$3.43$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.97$0.15$4.97$4.96$0.00
2015Summary only. Only limited summary data is available for this year.$1.08$1.24$0.15$3.67$4.49$0.82
2014Summary only. Only limited summary data is available for this year.$1.51$0.84$0.66$3.03$3.04$0.01
2013Summary only. Only limited summary data is available for this year.$0.95$0.28$0.67$4.96$5.18$0.22
2012Summary only. Only limited summary data is available for this year.$1.79$0.87$0.92$5.91$5.80$0.11
2011Summary only. Only limited summary data is available for this year.$1.45$0.64$0.81$5.33$5.11$0.23
Peer Organizations

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