Civic Intelligence

Luke-Dorf Inc

990 • Fiscal year 2012 • EIN 93-0685734

Jul 01, 2011 to Jun 30, 2012 • Filed on Dec 17, 2012

Organization ProfileWWW.LUKE-DORF.ORG

View Organization Page

8915 SW Center Street97223
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$14,865,080

Flat from 2012

Net Assets

Flat

$3,703,251

Flat from 2012

Liabilities

Flat

$11,161,829

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$11,180,954

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $13,248,490Liabilities 2010: $10,873,288Net Assets 2010: $2,375,2022010Assets 2011: $14,455,016Liabilities 2011: $11,623,558Net Assets 2011: $2,831,4582011Assets 2012: $14,865,080Liabilities 2012: $11,161,829Net Assets 2012: $3,703,2512012Assets 2012: $14,865,080Liabilities 2012: $11,161,829Net Assets 2012: $3,703,2512012Assets 2013: $16,679,539Liabilities 2013: $12,033,374Net Assets 2013: $4,646,1652013Assets 2014: $17,793,643Liabilities 2014: $12,312,541Net Assets 2014: $5,481,1022014Assets 2015: $19,134,130Liabilities 2015: $12,900,342Net Assets 2015: $6,233,7882015Assets 2016: $18,885,560Liabilities 2016: $12,936,333Net Assets 2016: $5,949,2272016Assets 2017: $17,787,577Liabilities 2017: $13,113,686Net Assets 2017: $4,673,8912017Assets 2018: $18,015,130Liabilities 2018: $12,523,506Net Assets 2018: $5,491,6242018Assets 2019: $20,439,712Liabilities 2019: $14,079,042Net Assets 2019: $6,360,6702019Assets 2020: $23,049,225Liabilities 2020: $16,343,131Net Assets 2020: $6,706,0942020Assets 2021: $24,541,892Liabilities 2021: $16,124,945Net Assets 2021: $8,416,9472021Assets 2022: $30,558,034Liabilities 2022: $20,650,750Net Assets 2022: $9,907,2842022Assets 2023: $30,532,191Liabilities 2023: $20,212,914Net Assets 2023: $10,319,2772023Assets 2024: $38,174,431Liabilities 2024: $25,794,881Net Assets 2024: $12,379,5502024

Highlighted filing

2012

Assets$14,865,080
Liabilities$11,161,829
Net Assets$3,703,251
Open 2012 Filing

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $9,316,9512010Expenses 2011: $10,655,2552011Expenses 2012: $11,180,9542012Revenue 2012: $12,052,747Expenses 2012: $11,180,954Net Income 2012: $871,7932012Expenses 2013: $12,166,1552013Revenue 2014: $13,453,639Expenses 2014: $12,618,702Net Income 2014: $834,9372014Revenue 2015: $13,715,946Expenses 2015: $12,963,260Net Income 2015: $752,6862015Revenue 2016: $13,327,298Expenses 2016: $13,623,023Net Income 2016: -$295,7252016Revenue 2017: $13,062,650Expenses 2017: $14,323,833Net Income 2017: -$1,261,1832017Revenue 2018: $14,841,081Expenses 2018: $14,011,327Net Income 2018: $829,7542018Revenue 2019: $16,301,916Expenses 2019: $15,103,693Net Income 2019: $1,198,2232019Revenue 2020: $16,886,434Expenses 2020: $16,438,315Net Income 2020: $448,1192020Revenue 2021: $20,361,242Expenses 2021: $18,659,261Net Income 2021: $1,701,9812021Revenue 2022: $24,795,044Expenses 2022: $23,136,640Net Income 2022: $1,658,4042022Revenue 2023: $31,271,575Expenses 2023: $30,883,522Net Income 2023: $388,0532023Revenue 2024: $35,176,017Expenses 2024: $33,023,522Net Income 2024: $2,152,4952024

Highlighted filing

2012

Revenue-
Expenses$11,180,954
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Dec 17, 2012
Return Version
2011v1.5
Gross Receipts
$14,869,385
Mission and Program Overview

Mission

Mental health / residential group care.

Major Activities

Activity 2
Other client support services in the areas of mental and emotional health.
Filing and Contact Details

Filer

EIN
93-0685734
Raw XML AppendixShowing 400 of 544 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/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY01029227
IRS990/AccountsPayableAccruedExpenses/EOY0828772
IRS990/AccountsReceivable/BOY01128794
IRS990/AccountsReceivable/EOY01437436
IRS990/ActivitiesConductedPartnership0false
IRS990/Activity2/Description0OTHER CLIENT SUPPORT SERVICES IN THE AREAS OF MENTAL AND EMOTIONAL HEALTH.
IRS990/Activity2/Expense05621375
IRS990/Activity2/Revenue04107890
IRS990/ActivityOrMissionDescription0MENTAL HEALTH / RESIDENTIAL GROUP CARE.
IRS990/AddressPrincipalOfficerUS/AddressLine1010313 SW 69TH AVENUE
IRS990/AddressPrincipalOfficerUS/City0TIGARD
IRS990/AddressPrincipalOfficerUS/State0OR
IRS990/AddressPrincipalOfficerUS/ZIPCode097223
IRS990/AllOtherContributions053954
IRS990/AllOtherExpenses/ManagementAndGeneral097190
IRS990/AllOtherExpenses/ProgramServices0261810
IRS990/AllOtherExpenses/Total0359000
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY0704525
IRS990/CashNonInterestBearing/EOY0855036
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral0263248
IRS990/CompCurrentOfficersDirectors/Total0263248
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0true
IRS990/CompensationProcessOther0true
IRS990/ConferencesMeetings/ManagementAndGeneral09638
IRS990/ConferencesMeetings/ProgramServices015262
IRS990/ConferencesMeetings/Total024900
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine10470 NW YONIA ST
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0HILLSBORO
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0OR
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode097075
IRS990/ContractorCompensation/Compensation0251293
IRS990/ContractorCompensation/DescriptionOfServices0CONTRACTOR
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10EP CONSTRUCTION
IRS990/ContributionsGrantsCurrentYear02856837
IRS990/ContributionsGrantsPriorYear02923818
IRS990/CostOfGoodsSold02766520
IRS990/CreditCounseling0true
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DeferredRevenue/BOY02355744
IRS990/DeferredRevenue/EOY02330583
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/ManagementAndGeneral0124374
IRS990/DepreciationDepletion/ProgramServices0320000
IRS990/DepreciationDepletion/Total0444374
IRS990/DescribedIn501C30true
IRS990/Description0OPERATION OF GROUP HOMES AND OTHER RESIDENTIAL CARE FACILITIES FOR EMOTIONALLY OR MENTALLY DISTURBED ADULTS.
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0true
IRS990/EscrowAccount0false
IRS990/EscrowAccountLiability/BOY0248555
IRS990/EscrowAccountLiability/EOY0256419
IRS990/ExcessBenefitTransaction0false
IRS990/Expense03791585
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditPerformed0true
IRS990/FederalGrantAuditRequired0true
IRS990/FeesForServicesAccounting/ManagementAndGeneral019500
IRS990/FeesForServicesAccounting/Total019500
IRS990/FeesForServicesLegal/ManagementAndGeneral015000
IRS990/FeesForServicesLegal/Total015000
IRS990/FeesForServicesOther/ManagementAndGeneral049014
IRS990/FeesForServicesOther/ProgramServices0320170
IRS990/FeesForServicesOther/Total0369184
IRS990/FinancialStatementSeparate0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form1098CFiled0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form8899Filed0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek540.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek640.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek740.00
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/NamePerson0ROBERT CONNELL
IRS990/Form990PartVIISectionA/NamePerson1DEBI MOLLAHAN
IRS990/Form990PartVIISectionA/NamePerson2DAVE PEASLEE
IRS990/Form990PartVIISectionA/NamePerson3KEN KORNELIS
IRS990/Form990PartVIISectionA/NamePerson4JON MEUSCH
IRS990/Form990PartVIISectionA/NamePerson5HOWARD SPANBOCK
IRS990/Form990PartVIISectionA/NamePerson6JOHN TRINH
IRS990/Form990PartVIISectionA/NamePerson7PHILIP BOLTON MD
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation54978
IRS990/Form990PartVIISectionA/OtherCompensation63057
IRS990/Form990PartVIISectionA/OtherCompensation77318
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization01350
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization5164036
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization697862
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization7144060
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/Title0PRESIDENT
IRS990/Form990PartVIISectionA/Title1VICE PRES
IRS990/Form990PartVIISectionA/Title2BOARD MEMBER
IRS990/Form990PartVIISectionA/Title3BOARD MEMBER
IRS990/Form990PartVIISectionA/Title4BOARD MEMBER
IRS990/Form990PartVIISectionA/Title5EXECUTIVE DI
IRS990/Form990PartVIISectionA/Title6EXECUTIVE DI
IRS990/Form990PartVIISectionA/Title7PHYSICIAN
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Other0-50118
IRS990/Gaming0false
IRS990/GovernmentGrants02802883
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts014869385
IRS990/GrossSalesOfInventory03024801
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/Insurance/ManagementAndGeneral08543
IRS990/Insurance/ProgramServices078781
IRS990/Insurance/Total087324
IRS990/Interest/ManagementAndGeneral069388
IRS990/Interest/ProgramServices0306000
IRS990/Interest/Total0375388
IRS990/InventoriesForSaleOrUse/BOY058382
IRS990/InventoriesForSaleOrUse/EOY048600
IRS990/InvestmentIncomeCurrentYear0-49003
IRS990/InvestmentIncome/ExclusionAmount01115
IRS990/InvestmentIncomePriorYear0-2335
IRS990/InvestmentIncome/TotalRevenueColumn01115
IRS990/InvestmentInJointVenture0false
IRS990/InvestTaxExemptBonds0false
IRS990/LandBldgEquipmentAccumDeprec02237326
IRS990/LandBuildingsEquipmentBasis014276531
IRS990/LandBuildingsEquipmentBasisNet/BOY011866347
IRS990/LandBuildingsEquipmentBasisNet/EOY012039205
IRS990/LessCostOthBasisSalesExpenses/Other050118
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0MENTAL HEALTH / RESIDENTIAL GROUP CARE.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/MortNotesPyblSecuredInvestProp/BOY06087658
IRS990/MortNotesPyblSecuredInvestProp/EOY05894052
IRS990/NameOfPrincipalOfficerPerson0JOHN TRINH
IRS990/NbrIndependentVotingMembers04
IRS990/NbrVotingGoverningBodyMembers05
IRS990/NbrVotingMembersGoverningBody05
IRS990/NetAssetsOrFundBalancesBOY02831458
IRS990/NetAssetsOrFundBalancesEOY03703251
IRS990/NetGainOrLossInvestments/ExclusionAmount0-50118
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-50118
IRS990/NetIncomeOrLoss/RelatedOrExemptFunctionIncome0258281
IRS990/NetIncomeOrLoss/TotalRevenueColumn0258281
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith1096018
IRS990/NumberIndependentVotingMembers04
IRS990/NumberIndividualsGT100K02
IRS990/NumberOfContractorsGT100K01
IRS990/NumberOfEmployees0305
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral021137
IRS990/Occupancy/ProgramServices0166390
IRS990/Occupancy/Total0187527
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY044939
IRS990/OtherAssetsTotal/EOY042477
IRS990/OtherEmployeeBenefits/ManagementAndGeneral082926
IRS990/OtherEmployeeBenefits/ProgramServices0399736
IRS990/OtherEmployeeBenefits/Total0482662
IRS990/OtherExpensePriorYear02989187
IRS990/OtherExpensesCurrentYear03452847
IRS990/OtherExpenses/Description0FOOD
IRS990/OtherExpenses/Description1MAINTENANCE
IRS990/OtherExpenses/Description2TELEPHONE
IRS990/OtherExpenses/Description3UTILITIES
IRS990/OtherExpenses/ManagementAndGeneral059561
IRS990/OtherExpenses/ManagementAndGeneral186321
IRS990/OtherExpenses/ManagementAndGeneral26742
IRS990/OtherExpenses/ProgramServices0489235
IRS990/OtherExpenses/ProgramServices1298171
IRS990/OtherExpenses/ProgramServices2262374
IRS990/OtherExpenses/ProgramServices3246721
IRS990/OtherExpenses/Total0489235
IRS990/OtherExpenses/Total1357732
IRS990/OtherExpenses/Total2348695
IRS990/OtherExpenses/Total3253463
IRS990/OtherRevenueCurrentYear0380359
IRS990/OtherRevenueMisc/Description0OTHER
IRS990/OtherRevenueMisc/Description1MANAGEMENT
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome077144
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome144934
IRS990/OtherRevenueMisc/TotalRevenueColumn077144
IRS990/OtherRevenueMisc/TotalRevenueColumn144934
IRS990/OtherRevenuePriorYear0357486
IRS990/OtherSalariesAndWages/ManagementAndGeneral0709734
IRS990/OtherSalariesAndWages/ProgramServices05488198
IRS990/OtherSalariesAndWages/Total06197932
IRS990/PartialLiquidation0false
IRS990/PayrollTaxes/ManagementAndGeneral087018
IRS990/PayrollTaxes/ProgramServices0626844
IRS990/PayrollTaxes/Total0713862
IRS990/PensionPlanContributions/ManagementAndGeneral021464
IRS990/PensionPlanContributions/ProgramServices048939
IRS990/PensionPlanContributions/Total070403
IRS990/PledgesAndGrantsReceivable/BOY0210522
IRS990/PledgesAndGrantsReceivable/EOY0200000
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PrepaidExpensesDeferredCharges/BOY040703
IRS990/PrepaidExpensesDeferredCharges/EOY068474
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0623990
IRS990/ProgramServiceRevenue/BusinessCode1623990
IRS990/ProgramServiceRevenue/BusinessCode2623990
IRS990/ProgramServiceRevenue/BusinessCode3623990
IRS990/ProgramServiceRevenue/BusinessCode4623990
IRS990/ProgramServiceRevenueCY08864554
IRS990/ProgramServiceRevenue/Description0MENTAL HEALTH
IRS990/ProgramServiceRevenue/Description1SERVICE PAYMENTS
IRS990/ProgramServiceRevenue/Description2CLIENT FEES
IRS990/ProgramServiceRevenue/Description3PSRB MONITORING
IRS990/ProgramServiceRevenue/Description4RENTAL UNITS
IRS990/ProgramServiceRevenuePriorYear07832542
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome03826598
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome13495652
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome2895504
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome3230507
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome4198125
IRS990/ProgramServiceRevenue/TotalRevenueColumn03826598
IRS990/ProgramServiceRevenue/TotalRevenueColumn13495652
IRS990/ProgramServiceRevenue/TotalRevenueColumn2895504
IRS990/ProgramServiceRevenue/TotalRevenueColumn3230507
IRS990/ProgramServiceRevenue/TotalRevenueColumn4198125
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses0871793
IRS990/RegularMonitoringEnforcement0false
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0true
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/Revenue04581453
IRS990/RevenuesLessExpensesCY0871793
IRS990/RevenuesLessExpensesPriorYear0456256
IRS990/SalariesEtcCurrentYear07728107
IRS990/SalariesEtcPriorYear07666068
IRS990/SavingsAndTempCashInvestments/BOY0400804
IRS990/SavingsAndTempCashInvestments/EOY0173852
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear02856837
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year02923818
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years02131078
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years01961123
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years0698624
IRS990ScheduleA/GiftsGrantsContribReceived170/Total010571480
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear01115
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year05288
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years08712
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years03000
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years011525
IRS990ScheduleA/GrossInvestmentIncome170/Total029640
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc012011433
IRS990ScheduleA/OtherIncome170/CurrentTaxYear077144
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year064077
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus2Years016076
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus3Years07317
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus4Years07742
IRS990ScheduleA/OtherIncome170/Total0172356
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.98130
IRS990ScheduleA/PublicSupportPertcentPriorYear00.99130
IRS990ScheduleA/PublicSupportTotal170010571480
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear02856837
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year02923818
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years02131078
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years01961123
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years0698624
IRS990ScheduleA/Total170/Total010571480
IRS990ScheduleA/TotalSupport010773476
IRS990/ScheduleBRequired0false
IRS990ScheduleD/AgentTrusteeEtc0false
IRS990ScheduleD/AreRelatedOrgsListedScheduleR0false
IRS990ScheduleD/Buildings/BookValue06685014
IRS990ScheduleD/Buildings/Depreciation01531088
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis08216102
IRS990ScheduleD/DisclosedForCharitablePurposes0false
IRS990ScheduleD/DisclosedOrgsLegalControl0false
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/Equipment/BookValue0504116
IRS990ScheduleD/Equipment/Depreciation0471352
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0975468
IRS990ScheduleD/ExcessOrDeficitForYear0871793
IRS990ScheduleD/ExcessOrDeficitPerFS0871793
IRS990ScheduleD/ExpensesSubtotal011180954
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE ORGANIZATION COLLECTS AND DISBURSES CLIENT DIRECTED TRUST FUNDS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE ORGANIZATION FILES RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009. THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN FASB ACCOUNTING STANDARDS CODIFICATION 740-10-65-1. THE ORGANIZATION RECOGNIZED NO INCREASE IN THE LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION HAS NO TAX POSITION AT JUNE 30, 2012 FOR WHICH THE ULTIMATE DEDUCTIBILITY IS HIGHLY CERTAIN BUT FOR WHICH THERE IS UNCERTAINTY ABOUT THE TIMING OF SUCH DEDUCTIBILITY. THE ORGANIZATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. NO SUCH INTEREST OR PENALTIES WERE RECOGNIZED DURING THE PERIODS PRESENTED. THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND PENALTIES AT JUNE 30, 2012 AND 2011.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0ESCROW LIABILITY ARRANGEMENT EXPLANATION
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1LIABILITY UNDER FIN 48 FOOTNOTE
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/IncludedOnFS0true
IRS990ScheduleD/Land/BookValue02881705
IRS990ScheduleD/Land/OtherCostOrOtherBasis02881705
IRS990ScheduleD/OtherLandBuildings/BookValue01968370
IRS990ScheduleD/OtherLandBuildings/Depreciation0234886
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis02203256
IRS990ScheduleD/RevenueSubtotal012052747
IRS990ScheduleD/Sect170hRequirementsSatisfied0false
IRS990ScheduleD/SolicitedAssetsForSale0false
IRS990ScheduleD/TotalExpenses011180954
IRS990ScheduleD/TotalExpensesPerForm990011180954
IRS990ScheduleD/TotalOfBookValueLandBuildings012039205
IRS990ScheduleD/TotalRevenue012052747
IRS990ScheduleD/TotalRevenuePerForm990012052747
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt011180954
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt012052747
IRS990ScheduleD/WrittenPolicyMonitoring0false
IRS990ScheduleJ/AnyNonFixedPayments0false
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg0true
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs0false
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg0true
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs0false
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement0false
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0136942
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg1144060
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg027094
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg04933
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg14387
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0A BONUS OF 1.5444% OF DEVELOPMENT MONIES AWARDED DURING THE FISCAL YEAR, NOT TO EXCEED 8% OF BASE SALARY.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1A BONUS OF 4% OF TOTAL POSITIVE CHANGE IN NET ASSETS BEFORE DEPRECIATION EXPENSE, NOT TO EXCEED 15% OF BASE SALARY.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0COMPENSATION CONTINGENT UPON REVENUES OF ORGANIZATION
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier1COMPENSATION CONTINGENT UPON NET EARNINGS OF ORGANIZATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0SCHEDULE J, PAGE 1, PART I, LINE 5A
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference1SCHEDULE J, PAGE 1, PART I, LINE 6A
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0HOWARD SPANBOCK
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1PHILIP BOLTON MD
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg045

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$14,865,080
Liabilities
$11,161,829
Net assets
$3,703,251
Revenue
-
Expenses
$11,180,954
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.2$25.8$12.4$35.2$33.0$2.15
2023Detailed filing. Detailed filing data is available for this year.$30.5$20.2$10.3$31.3$30.9$0.39
2022Detailed filing. Detailed filing data is available for this year.$30.6$20.7$9.91$24.8$23.1$1.66
2021Detailed filing. Detailed filing data is available for this year.$24.5$16.1$8.42$20.4$18.7$1.70
2020Summary only. Only limited summary data is available for this year.$23.0$16.3$6.71$16.9$16.4$0.45
2019Detailed filing. Detailed filing data is available for this year.$20.4$14.1$6.36$16.3$15.1$1.20
2018Detailed filing. Detailed filing data is available for this year.$18.0$12.5$5.49$14.8$14.0$0.83
2017Detailed filing. Detailed filing data is available for this year.$17.8$13.1$4.67$13.1$14.3$1.26
2016Detailed filing. Detailed filing data is available for this year.$18.9$12.9$5.95$13.3$13.6$0.30
2015Summary only. Only limited summary data is available for this year.$19.1$12.9$6.23$13.7$13.0$0.75
2014Detailed filing. Detailed filing data is available for this year.$17.8$12.3$5.48$13.5$12.6$0.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$12.0$4.65$12.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$11.2$3.70$11.2
2012Summary only. Only limited summary data is available for this year.$14.9$11.2$3.70$12.1$11.2$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$11.6$2.83$10.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$10.9$2.38$9.32