Civic Intelligence

Western Valley Waldorf Assoc Inc. Cedarwood School

990 • Fiscal year 2017 • EIN 91-1828325

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 12, 2017

Organization ProfileWWW.CEDARWOODSCHOOL.ORG
3030 SW 2nd AvenuePortland, OR 97201

(503) 245-1477

Siviq Scores

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

Liabilities / Assets

80th percentile

0.61x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

1.17x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

36th percentile

$92,336

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

37th percentile

0.4%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.5%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$6,857,064

Up $28,905 (+0.4%) from 2016

Net Assets

Up

$2,640,661

Up $398,999 (+18%) from 2016

Liabilities

Down

$4,216,403

Down $370,094 (-8.1%) from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin69th percentile

Revenue

Up

$3,610,745

Up $284,245 (+8.5%) from 2016

Expenses

Up

$3,211,746

Up $258,859 (+8.8%) from 2016

Net Income

Up

$398,999

Up $25,386 (+6.8%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,091,888Liabilities 2011: $5,248,709Net Assets 2011: $843,1792011Assets 2012: $6,148,813Liabilities 2012: $5,051,312Net Assets 2012: $1,097,5012012Assets 2013: $6,324,333Liabilities 2013: $5,173,899Net Assets 2013: $1,150,4342013Assets 2014: $6,405,317Liabilities 2014: $4,903,837Net Assets 2014: $1,501,4802014Assets 2015: $6,745,208Liabilities 2015: $4,875,972Net Assets 2015: $1,869,2362015Assets 2016: $6,828,159Liabilities 2016: $4,586,497Net Assets 2016: $2,241,6622016Assets 2017: $6,857,064Liabilities 2017: $4,216,403Net Assets 2017: $2,640,6612017Assets 2018: $6,658,961Liabilities 2018: $3,785,377Net Assets 2018: $2,873,5842018Assets 2019: $6,589,289Liabilities 2019: $3,550,093Net Assets 2019: $3,039,1962019Assets 2020: $6,821,698Liabilities 2020: $3,731,525Net Assets 2020: $3,090,1732020Assets 2021: $7,170,072Liabilities 2021: $3,913,590Net Assets 2021: $3,256,4822021Assets 2022: $7,078,035Liabilities 2022: $3,172,012Net Assets 2022: $3,906,0232022Assets 2023: $7,138,235Liabilities 2023: $3,165,174Net Assets 2023: $3,973,0612023Assets 2024: $7,816,337Liabilities 2024: $3,433,849Net Assets 2024: $4,382,4882024

Highlighted filing

2017

Assets$6,857,064
Liabilities$4,216,403
Net Assets$2,640,661
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2011: $2,000,4352011Expenses 2012: $2,242,1072012Revenue 2013: $2,750,754Expenses 2013: $2,697,821Net Income 2013: $52,9332013Revenue 2014: $2,950,315Expenses 2014: $2,599,269Net Income 2014: $351,0462014Revenue 2015: $3,164,975Expenses 2015: $2,797,218Net Income 2015: $367,7572015Revenue 2016: $3,326,500Expenses 2016: $2,952,887Net Income 2016: $373,6132016Revenue 2017: $3,610,745Expenses 2017: $3,211,746Net Income 2017: $398,9992017Revenue 2018: $3,843,894Expenses 2018: $3,610,971Net Income 2018: $232,9232018Revenue 2019: $3,585,627Expenses 2019: $3,420,015Net Income 2019: $165,6122019Revenue 2020: $3,522,540Expenses 2020: $3,472,469Net Income 2020: $50,0712020Revenue 2021: $3,807,076Expenses 2021: $3,640,767Net Income 2021: $166,3092021Revenue 2022: $4,520,854Expenses 2022: $3,871,313Net Income 2022: $649,5412022Revenue 2023: $4,030,927Expenses 2023: $3,963,889Net Income 2023: $67,0382023Revenue 2024: $4,847,824Expenses 2024: $4,446,445Net Income 2024: $401,3792024

Highlighted filing

2017

Revenue$3,610,745
Expenses$3,211,746
Net Income$398,999
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 12, 2017
Return Version
2016v3.0
Gross Receipts
$3,688,969
Mission and Program Overview

Mission

Providing waldorf education in portland for children from preschool through eighth grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,352,391$5,695,808▲ $343,417
Savings and Temporary Cash Investments$1,264,918$893,550▼ $371,368
Loans From Officers Directors$798,457$450,890▼ $347,567
Accounts Receivable$155,584$181,072▲ $25,488
Prepaid Expenses and Deferred Charges$44,869$68,304▲ $23,435
Other Notes and Loans Receivable, Net$5,737$15,258▲ $9,521
Pledges and Grants Receivable$1,165$2,463▲ $1,298
Cash and Non-Interest-Bearing Accounts$3,495$609▼ $2,886
Total Assets$6,828,159$6,857,064▲ $28,905
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,278,526$2,195,958▼ $82,568
Deferred Revenue$1,396,899$1,467,270▲ $70,371
Other Liabilities$57,738$56,621▼ $1,117
Accounts Payable and Accrued Expenses$54,877$45,664▼ $9,213
Total Liabilities$4,586,497$4,216,403▼ $370,094
Net Assets / Fund Balance
Unrestricted Net Assets$2,241,662$2,640,661▲ $398,999
Total Net Assets Fund Balance$2,241,662$2,640,661▲ $398,999
Total Liabilities and Net Assets / Fund Balance$6,828,159$6,857,064▲ $28,905

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,192,008$1,440,516$6,632,524
Land$388,622-$388,622
Equipment$115,178$193,098$308,276
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth NugentHead of SchoolFT$84,567$7,769$92,336

Board Members and Trustees

NameTitle
Brewster CrosbyPresident
Andrew FriedmanTrustee
Anika Bent-albertTrustee
Ann MessickTrustee
Ben RootTrustee
Bryce GartrellTrustee
Chiaki UchiyamaTrustee
Erika StarrsTrustee
Issac SchildTrustee
Michelle JarvisTrustee
Usha NboleTrustee
Nigel JaquissSecretary
Don HaysTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$191,731
Program Service Revenue
$3,303,748
Investment Income
$4,818
Other Revenue
$110,448
All Other Contributions
$166,731
Change in Net Assets
$398,999

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,610,745
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,610,745
Total Revenue per Form 990
$3,610,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,205,636
Other Expenses$1,006,110
Total Fundraising Expense$164,258
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,345,251$341,619$63,460$1,750,330
Occupancy$255,215$13,518$1,622$270,355
Depreciation Depletion$198,286$10,570$1,282$210,138
Other Employee Benefits$143,404$36,417$6,765$186,586
Payroll Taxes$116,448$29,571$5,493$151,512
Current Officers, Directors, Trustees, and Key Employees$75,205$19,098$3,547$97,850
Other Expenses$53,881$2,735$61,539$64,274
Advertising$45,925$6,123$9,185$61,233
Office Expenses$11,293$40,707$6,005$58,005
Insurance$30,276$5,677$1,892$37,845
Interest$35,306$1,870$224$37,400
Fees for Services Other-$27,426-$27,426
Pension Plan Contributions$14,878$3,778$702$19,358
Fees for Services Accounting-$17,600-$17,600
Fees for Services Legal-$4,611-$4,611
Total Functional Expenses$2,472,486$575,002$164,258$3,211,746

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,211,746
Total Expenses per Audited Statements$3,211,746
Total Expenses per Form 990$3,211,746
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$179,683
Fundraising Direct Expenses$74,424
Gaming Gross Income$6,500
Gaming Direct Expenses$3,800
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$181,856$156,856$27,123$129,733
Winter Faire$22,827$22,827$10,606$12,221
Total Events$204,683$179,683$74,424$105,259
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$798,457$450,890▼ $347,567
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Class Funds$56,621

Bond Issues

BondIssuerIssuedIssue PricePurpose
AOregon Facilities Authority2011-03-30$2,600,000Building annex renovations and refinancing existing loan

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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, Section B, line 11B

“The form 990 is reviewed and signed by the board treasurer on the behalf of the board of trustees.”

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

“In september of each year the board secretary obtains written disclosures of conflicts of interest or statements attesting that there are none from every member of the board of trustees. These statements are filed with the records of the year's activities.”

Form 990, Part VI, Section B, line 15A

“The head of school's salary is set by the board of trustees. The head of school has a 3 year contract with the school. The board confirmed that the recommended range was within the amounts paid by other similar independent schools. This work was confirmed by a compensation committee whose findings indicated that, if anything, all management salaries were below market. The other management personnel's salaries are set by the head of school according to the board's guidelines. No employee's salary meets the definition of a "key employee."”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Western Valley Waldorf Association
EIN
91-1828325
Phone
5032451477
Address
3030 SW 2ND AVENUE, PORTLAND, OR 97201

Signing Officer

Name
Don Hays
Title
Board Treasurer
Phone
5032451477
Signed
2017-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brewster Crosby
Formed
1997
Legal Domicile
Or
Voting Board Members
13
Independent Board Members
13
Employees
77
Volunteers
208

Preparer

Firm
McDonald Jacobs PC
Address
520 SW Yamhill St Ste 500, Portland, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The process has not changed from the prior year”

Financial Statement Notes

Part II, Line 9:

“Our only conservation easement consists of our main building being designated an historic building by the national register of historic landmarks.”

Part X, Line 2:

“The association follows the provisions of fasb asc topic accounting for uncertainty in income taxes. Management has evaluated the association's tax positions and concluded that there are no uncertain tax positions that require adjustment to the financial statements to comply with provisions of this topic.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt025000
IRS990/FundraisingDirectExpensesAmt074424
IRS990/FundraisingGrossIncomeAmt0179683
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt03800
IRS990/GamingGrossIncomeAmt06500
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03688969
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt01892
IRS990/InsuranceGrp/ManagementAndGeneralAmt05677
IRS990/InsuranceGrp/ProgramServicesAmt030276
IRS990/InsuranceGrp/TotalAmt037845
IRS990/InterestGrp/FundraisingAmt0224
IRS990/InterestGrp/ManagementAndGeneralAmt01870
IRS990/InterestGrp/ProgramServicesAmt035306
IRS990/InterestGrp/TotalAmt037400
IRS990/InvestmentIncomeGrp/ExclusionAmt04818
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04818
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01633614
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05352391
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05695808
IRS990/LandBldgEquipCostOrOtherBssAmt07329422
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0798457
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0450890
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDING WALDORF EDUCATION IN PORTLAND FOR CHILDREN FROM PRESCHOOL THROUGH EIGHTH GRADE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02278526
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02195958
IRS990/NetAssetsOrFundBalancesBOYAmt02241662
IRS990/NetAssetsOrFundBalancesEOYAmt02640661
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0105259
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0105259
IRS990/NetIncomeFromGamingGrp/ExclusionAmt02700
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt02700
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt010120
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01622
IRS990/OccupancyGrp/ManagementAndGeneralAmt013518
IRS990/OccupancyGrp/ProgramServicesAmt0255215
IRS990/OccupancyGrp/TotalAmt0270355
IRS990/OfficeExpensesGrp/FundraisingAmt06005
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt040707
IRS990/OfficeExpensesGrp/ProgramServicesAmt011293
IRS990/OfficeExpensesGrp/TotalAmt058005
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06765
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt036417
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0143404
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0186586
IRS990/OtherExpensesGrp/Desc0CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc1STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt02542
IRS990/OtherExpensesGrp/FundraisingAmt161539
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013682
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12735
IRS990/OtherExpensesGrp/ProgramServicesAmt0147118
IRS990/OtherExpensesGrp/ProgramServicesAmt153881
IRS990/OtherExpensesGrp/TotalAmt0147118
IRS990/OtherExpensesGrp/TotalAmt170105
IRS990/OtherExpensesGrp/TotalAmt264274
IRS990/OtherLiabilitiesGrp/BOYAmt057738
IRS990/OtherLiabilitiesGrp/EOYAmt056621
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt02489
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02489
IRS990/OtherRevenueTotalAmt02489
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt063460
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0341619
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01345251
IRS990/OtherSalariesAndWagesGrp/TotalAmt01750330
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05737
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt015258
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05493
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029571
IRS990/PayrollTaxesGrp/ProgramServicesAmt0116448
IRS990/PayrollTaxesGrp/TotalAmt0151512
IRS990/PensionPlanContributionsGrp/FundraisingAmt0702
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03778
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014878
IRS990/PensionPlanContributionsGrp/TotalAmt019358
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01165
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02463
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044869
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt068304
IRS990/PrincipalOfficerNm0BREWSTER CROSBY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2EXTENDED CARE AND BREA
IRS990/ProgramServiceRevenueGrp/Desc3FACILITY RENTAl
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03014427
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1201556
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt276719
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt311046
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03014427
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1201556
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt276719
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt311046
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0134542
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01447
IRS990/PYOtherExpensesAmt0993508
IRS990/PYOtherRevenueAmt0129824
IRS990/PYProgramServiceRevenueAmt03060687
IRS990/PYRevenuesLessExpensesAmt0373613
IRS990/PYSalariesCompEmpBnftPaidAmt01959379
IRS990/PYTotalExpensesAmt02952887
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03326500
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0398999
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03303748
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01264918
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0893550
IRS990ScheduleA/SchoolInd0X
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt05192008
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01440516
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06632524
IRS990ScheduleD/EquipmentGrp/BookValueAmt0115178
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0193098
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0308276
IRS990ScheduleD/ExpensesIncurredEnforcementAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03211746
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/HistoricStructureInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0388622
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0388622
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt056621
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLASS FUNDS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03610745
IRS990ScheduleD/StaffHoursSpentEnforcementCnt02.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0OUR ONLY CONSERVATION EASEMENT CONSISTS OF OUR MAIN BUILDING BEING DESIGNATED AN HISTORIC BUILDING BY THE NATIONAL REGISTER OF HISTORIC LANDMARKS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 9:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05695808
IRS990ScheduleD/TotalExpensesPerForm990Amt03211746
IRS990ScheduleD/TotalLiabilityAmt056621
IRS990ScheduleD/TotalRevenuePerForm990Amt03610745
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03610745
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03211746

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,857,064
Liabilities
$4,216,403
Net assets
$2,640,661
Revenue
$3,610,745
Expenses
$3,211,746
Net income
$398,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.82$3.43$4.38$4.85$4.45$0.40
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.14$3.17$3.97$4.03$3.96$0.07
2022Detailed filing. Detailed filing data is available for this year.$7.08$3.17$3.91$4.52$3.87$0.65
2021Detailed filing. Detailed filing data is available for this year.$7.17$3.91$3.26$3.81$3.64$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.82$3.73$3.09$3.52$3.47$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.59$3.55$3.04$3.59$3.42$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$3.79$2.87$3.84$3.61$0.23
2017Detailed filing. Detailed filing data is available for this year.$6.86$4.22$2.64$3.61$3.21$0.40
2016Detailed filing. Detailed filing data is available for this year.$6.83$4.59$2.24$3.33$2.95$0.37
2015Detailed filing. Detailed filing data is available for this year.$6.75$4.88$1.87$3.16$2.80$0.37
2014Detailed filing. Detailed filing data is available for this year.$6.41$4.90$1.50$2.95$2.60$0.35
2013Summary only. Only limited summary data is available for this year.$6.32$5.17$1.15$2.75$2.70$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.15$5.05$1.10$2.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$5.25$0.84$2.00