Civic Intelligence

Oregon Energy Fund

990 • Fiscal year 2016 • EIN 93-1029893

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 30, 2016

Organization ProfileWWW.OREGONENERGYFUND.ORG
1020 SW Taylor Street Suite 620Portland, OR 97205

(971) 386-2124

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$1,595,042

Down $96,073 (-5.7%) from 2015

Net Assets

Down

$1,577,999

Down $91,051 (-5.5%) from 2015

Liabilities

Down

$17,043

Down $5,022 (-23%) from 2015

Revenue And Expenses

Revenue

Down

$1,123,319

Down $622,965 (-36%) from 2015

Expenses

Down

$1,211,110

Down $258,399 (-18%) from 2015

Net Income

Down

-$87,791

Down $364,566 (-132%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,897,970Liabilities 2011: $25,947Net Assets 2011: $1,872,0232011Assets 2012: $1,793,529Liabilities 2012: $32,993Net Assets 2012: $1,760,5362012Assets 2013: $1,328,689Liabilities 2013: $22,483Net Assets 2013: $1,306,2062013Assets 2014: $1,417,719Liabilities 2014: $21,308Net Assets 2014: $1,396,4112014Assets 2015: $1,691,115Liabilities 2015: $22,065Net Assets 2015: $1,669,0502015Assets 2016: $1,595,042Liabilities 2016: $17,043Net Assets 2016: $1,577,9992016Assets 2017: $1,550,586Liabilities 2017: $29,547Net Assets 2017: $1,521,0392017Assets 2018: $1,529,693Liabilities 2018: $22,356Net Assets 2018: $1,507,3372018Assets 2019: $1,856,743Liabilities 2019: $24,201Net Assets 2019: $1,832,5422019Assets 2020: $2,269,827Liabilities 2020: $116,872Net Assets 2020: $2,152,9552020Assets 2021: $2,746,678Liabilities 2021: $67,062Net Assets 2021: $2,679,6162021Assets 2022: $2,927,868Liabilities 2022: $58,062Net Assets 2022: $2,869,8062022Assets 2023: $3,958,371Liabilities 2023: $239,825Net Assets 2023: $3,718,5462023Assets 2024: $4,269,435Liabilities 2024: $243,680Net Assets 2024: $4,025,7552024Assets 2025: $4,662,778Liabilities 2025: $178,848Net Assets 2025: $4,483,9302025

Highlighted filing

2016

Assets$1,595,042
Liabilities$17,043
Net Assets$1,577,999
Open 2016 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,316,0292011Expenses 2012: $1,870,9442012Revenue 2013: $1,521,074Expenses 2013: $1,975,405Net Income 2013: -$454,3312013Revenue 2014: $1,659,564Expenses 2014: $1,569,359Net Income 2014: $90,2052014Revenue 2015: $1,746,284Expenses 2015: $1,469,509Net Income 2015: $276,7752015Revenue 2016: $1,123,319Expenses 2016: $1,211,110Net Income 2016: -$87,7912016Revenue 2017: $1,122,179Expenses 2017: $1,245,206Net Income 2017: -$123,0272017Revenue 2018: $1,111,209Expenses 2018: $1,169,023Net Income 2018: -$57,8142018Revenue 2019: $1,406,034Expenses 2019: $1,113,693Net Income 2019: $292,3412019Revenue 2020: $1,471,352Expenses 2020: $1,145,373Net Income 2020: $325,9792020Revenue 2021: $1,621,705Expenses 2021: $1,352,300Net Income 2021: $269,4052021Revenue 2022: $1,655,425Expenses 2022: $1,271,926Net Income 2022: $383,4992022Revenue 2023: $2,790,254Expenses 2023: $1,956,417Net Income 2023: $833,8372023Revenue 2024: $2,999,107Expenses 2024: $2,807,506Net Income 2024: $191,6012024Revenue 2025: $4,087,302Expenses 2025: $3,761,479Net Income 2025: $325,8232025

Highlighted filing

2016

Revenue$1,123,319
Expenses$1,211,110
Net Income-$87,791
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 30, 2016
Return Version
2015v2.1
Gross Receipts
$1,136,221
Mission and Program Overview

Mission

To assist our neighbors in financial crisis with their energy bills to support household stability.

Gifting warmth and power to oregonians facing hardships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,000,644$997,390▼ $3,254
Cash and Non-Interest-Bearing Accounts$654,580$548,459▼ $106,121
Land, Buildings, and Equipment, Net$12,490$34,331▲ $21,841
Prepaid Expenses and Deferred Charges$6,536$6,664▲ $128
Accounts Receivable$16,865$5,206▼ $11,659
Total Assets$1,691,115$1,595,042▼ $96,073
Other Assets Total-$2,992-
Liabilities
Accounts Payable and Accrued Expenses$22,065$17,043▼ $5,022
Total Liabilities$22,065$17,043▼ $5,022
Net Assets / Fund Balance
Unrestricted Net Assets$1,050,572$1,067,899▲ $17,327
Temporarily Rstr Net Assets$618,478$510,100▼ $108,378
Total Net Assets Fund Balance$1,669,050$1,577,999▼ $91,051
Total Liabilities and Net Assets / Fund Balance$1,691,115$1,595,042▼ $96,073

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,331$60,249$94,580
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Joan TowersExecutive DiFT$58,591$58,591

Board Members and Trustees

NameTitle
Adam LowneyBoard Chair
Angela AmesDirector
Jason HeuserDirector
Kim Leverich-grahamDirector
Kristen BrownDirector
Melissa NottinghamDirector
Miguel SantosDirector
Nancy LangeDirector
Tyler RichardsonDirector
Jesse B AllbrittonExecutive Di
Anne WahrSecretary
Victoria BrysonTreasurer
Marisa DecristoforoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,095,010
Program Service Revenue
$0
Investment Income
$6,843
Other Revenue
$21,466
All Other Contributions
$1,095,010
Change in Net Assets
$-87,791

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$62,166Comparable
Total Noncash Contributions2$62,166-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,123,319
Revenue Not Reported on Form 990
$34,258
Total Revenue per Audited Statements
$1,157,577
Total Revenue per Form 990
$1,123,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$495,534
Other Expenses$447,071
Salaries, Compensation, and Employee Benefits$268,505
Total Fundraising Expense$149,634
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$495,534--$495,534
Other Salaries and Wages$128,702$11,191$46,631$186,524
Fees for Services Other$88,498$7,695$32,064$128,257
Current Officers, Directors, Trustees, and Key Employees$20,192$1,756$7,316$29,264
Information Technology$19,506$1,696$7,068$28,270
Other Employee Benefits$17,292$1,504$6,265$25,061
Payroll Taxes$14,409$1,253$5,221$20,883
Travel$6,854$596$2,336$9,786
Fees for Services Accounting$6,658$579$2,413$9,650
Other Expenses$6,514$566$2,360$9,440
Depreciation Depletion$5,706$496$2,068$8,270
Occupancy$5,030$437$1,822$7,289
Fees for Service Investment Mgmnt Fees-$6,837-$6,837
Pension Plan Contributions$4,674$406$1,693$6,773
Office Expenses$4,274$372$1,549$6,195
All Other Expenses$2,896$1,310$1,049$5,255
Insurance$2,002$174$726$2,902
Conferences and Meetings$1,095$95$397$1,587
Total Functional Expenses$1,014,293$47,183$149,634$1,211,110

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,248,628
Expenses per Audited Statements$1,211,110
Total Expenses per Form 990$1,211,110
Expenses Not Reported on Form 990$37,518
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$34,368
Fundraising Direct Expenses$12,902
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
OTHER <5,000$34,368$34,368$2,281$32,087
Total Events$34,368$34,368$12,902$21,466
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
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, Page 6, Part VI, Line 11B

“Once the draft 990 has been completed by the cpa, heat oregon staff reviews and compares the draft 990 to the financial statements and other supporting documents. Once this process is complete, the draft 990 is forwarded on to board members for their review and comments before heat oregon staff notifies the cpa firm that it is ready for filing.”

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

“Heat oregon provides a conflict of interest document annually to its board and key employees for completion. The document is then kept on file by heat oregon.”

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

“An outside salary survey was used before the executive director was initially hired. An executive meeting is held annually without the executive director present. In this meeting the committee evaluates the executive director's performance. The salary is then presented to the exceutive director at a later date.”

Form 990, Page 6, Part VI, Line 19

“These documents are made available when requested, delivery of which is determined by the most expeditious method of conveyance.”

Filing and Contact Details

Filer

Filer Name
Heat Oregon
EIN
93-1029893
Phone
9713862124
Address
1020 SW TAYLOR STREET SUITE 620, PORTLAND, OR 97205
Doing Business As
Oregon Energy Fund

Signing Officer

Name
Adam Lowney
Title
Board Chair
Phone
9713862124
Signed
2016-11-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Lowney
Formed
1989
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
6
Volunteers
19

Preparer

Firm
Acumen Financial Services Group Pc
Address
2 CENTERPOINTE DR STE 345, LAKE OSWEGO, OR 97035
Preparer
Kendra Steph
Phone
5036829600
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“Heat oregon's current policy is to collect funds in one fiscal year and release them for use in the next fiscal year, called "second year funding." this policy has been largely applied to spending of restricted funds dedicated to energy assistance. Due to successful fundraising efforts, collection of unrestricted funds have grown and now exceed the amount needed for administration and fundraising. Continuing to reserve unrestricted funds for administration and fundraising will produce lower energy assistance funding and a growing ending balance (net assets) into the forseeable future. Recognizing that donors expect their funds to be used as much as possible to help people in need. The results of the current year activity can be found on the form 990, line 19. It may appear that heat oregon is spending more than it raises, but in fact all program expenses from line 13 are using funds raised in prior years.”

Form 990, Part IX, Line 11G

“Other consulting services 88,498 7,695 32,064”

Form 990, Part XI, Line 9

“Event expenses netted against revenue 12,902 event expenses removed to net with revenue -12,902”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code and therefore has made no provision for federal income taxes in the accompanying financial statements. There was no unrelated business income for 2016 or 2015. The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The organization's form 990, return of organization exempt from income tax, for the years ending 2015, 2014, and 2013 are subject to examination by the irs, generally for 3 years after they were filed.”

Schedule D, Page 4, Part XI, Line 2D

“Event expenses netted against revenue 12,902”

Schedule D, Page 4, Part XII, Line 2D

“Event expenses removed to net with revenue 12,902”

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IRS990/Desc0HEAT OREGON PARTNERED WITH LOCAL COMMUNITY AND SOCIAL SERVICE ORGANIZATIONS TO DELIVER ENERGY ASSISTANCE TO QUALIFYING HOUSEHOLDS. HEAT OREGON RAISES MONEY TO MAKE PAYMENTS DIRECTLY TO UTILITIES OR VENDORS ON BEHALF OF LOW-INCOME CUSTOMERS. HEAT OREGON ASSISTED APPROXIMATELY 1,783 HOUSEHOLDS; 4,711 INDIVIDUALS WHICH INCLUDES 1,620 CHILDREN, 2,549 ADULTS, AND 542 SENIORS. HEAT OREGON'S FUNDS WILL BE SPENT IN ACCORDANCE WITH THEIR FISCAL POLICY DETAILED IN SCHEDULE O. HEAT OREGON'S CURRENT POLICY IS TO COLLECT FUNDS IN ONE FISCAL YEAR AND RELEASE THEM FOR USE IN THE NEXT FISCAL YEAR, CALLED "SECOND YEAR FUNDING." THIS POLICY HAS BEEN LARGELY APPLIED TO SPENDING OF RESTRICTED FUNDS DEDICATED TO ENERGY ASSISTANCE. DUE TO SUCCESSFUL FUNDRAISING EFFORTS, COLLECTION OF UNRESTRICTED FUNDS HAVE GROWN AND NOW EXCEED THE AMOUNT NEEDED FOR ADMINISTRATION AND FUNDRAISING. CONTINUING TO RESERVE UNRESTRICTED FUNDS FOR ADMINISTRATION AND FUNDRAISING WILL PRODUCE LOWER ENERGY ASSISTANCE FUNDING AND A GROWING ENDING BALANCE (NET ASSETS) INTO THE FORSEEABLE FUTURE. RECOGNIZING THAT DONORS EXPECT THEIR FUNDS TO BE USED AS MUCH AS POSSIBLE TO HELP PEOPLE IN NEED. THE RESULTS OF THE CURRENT YEAR ACTIVITY CAN BE FOUND ON THE FORM 990, LINE 19. IT MAY APPEAR THAT HEAT OREGON IS SPENDING MORE THAN IT RAISES, BUT IN FACT ALL PROGRAM EXPENSES FROM LINE 13 ARE USING FUNDS RAISED IN PRIOR YEARS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DI
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IRS990/FormationYr01989
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt012902
IRS990/FundraisingGrossIncomeAmt034368
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0495534
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0495534
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01136221
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt07068
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01696
IRS990/InformationTechnologyGrp/ProgramServicesAmt019506
IRS990/InformationTechnologyGrp/TotalAmt028270
IRS990/InsuranceGrp/FundraisingAmt0726
IRS990/InsuranceGrp/ManagementAndGeneralAmt0174
IRS990/InsuranceGrp/ProgramServicesAmt02002
IRS990/InsuranceGrp/TotalAmt02902
IRS990/InvestmentIncomeGrp/ExclusionAmt06843
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06843
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01000644
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0997390
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt060249
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012490
IRS990/LandBldgEquipBasisNetGrp/EOYAmt034331
IRS990/LandBldgEquipCostOrOtherBssAmt094580
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0GIFTING WARMTH AND POWER TO OREGONIANS FACING HARDSHIPS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01669050
IRS990/NetAssetsOrFundBalancesEOYAmt01577999
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt021466
IRS990/NetUnrlzdGainsLossesInvstAmt0-3260
IRS990/NoncashContributionsAmt062166
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01822
IRS990/OccupancyGrp/ManagementAndGeneralAmt0437
IRS990/OccupancyGrp/ProgramServicesAmt05030
IRS990/OccupancyGrp/TotalAmt07289
IRS990/OfficeExpensesGrp/FundraisingAmt01549
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0372
IRS990/OfficeExpensesGrp/ProgramServicesAmt04274
IRS990/OfficeExpensesGrp/TotalAmt06195
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt02992
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06265
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01504
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017292
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025061
IRS990/OtherExpensesGrp/Desc0DIRECT MAIL
IRS990/OtherExpensesGrp/Desc1PROGRAM FEES
IRS990/OtherExpensesGrp/Desc2PUBLICITY
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt024752
IRS990/OtherExpensesGrp/FundraisingAmt13904
IRS990/OtherExpensesGrp/FundraisingAmt22360
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08489
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11731
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2566
IRS990/OtherExpensesGrp/ProgramServicesAmt097629
IRS990/OtherExpensesGrp/ProgramServicesAmt171192
IRS990/OtherExpensesGrp/ProgramServicesAmt215636
IRS990/OtherExpensesGrp/ProgramServicesAmt36514
IRS990/OtherExpensesGrp/TotalAmt0130870
IRS990/OtherExpensesGrp/TotalAmt171192
IRS990/OtherExpensesGrp/TotalAmt221271
IRS990/OtherExpensesGrp/TotalAmt39440
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt046631
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011191
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0128702
IRS990/OtherSalariesAndWagesGrp/TotalAmt0186524
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05221
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01253
IRS990/PayrollTaxesGrp/ProgramServicesAmt014409
IRS990/PayrollTaxesGrp/TotalAmt020883
IRS990/PensionPlanContributionsGrp/FundraisingAmt01693
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0406
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04674
IRS990/PensionPlanContributionsGrp/TotalAmt06773
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06536
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06664
IRS990/PrincipalOfficerNm0ADAM LOWNEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01693583
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0893528
IRS990/PYInvestmentIncomeAmt08461
IRS990/PYOtherExpensesAmt0288188
IRS990/PYOtherRevenueAmt044240
IRS990/PYRevenuesLessExpensesAmt0276775
IRS990/PYSalariesCompEmpBnftPaidAmt0287793
IRS990/PYTotalExpensesAmt01469509
IRS990/PYTotalRevenueAmt01746284
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-87791
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01095010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01692128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01625601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01493229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01724414
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07630382
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06843
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08461
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0398
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02327
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013936
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031965
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0244275
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67180
IRS990ScheduleA/PublicSupportPY170Pct00.99430
IRS990ScheduleA/PublicSupportTotal170Amt05147197
IRS990ScheduleA/SubstantialContributorsTotAmt02483185
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01095010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01692128
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01625601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01493229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01724414
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07630382
IRS990ScheduleA/TotalSupportAmt07662347
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/DonatedServicesAndUseFcltsAmt024616
IRS990ScheduleD/DonatedServicesUseFcltsAmt024616
IRS990ScheduleD/EquipmentGrp/BookValueAmt034331
IRS990ScheduleD/EquipmentGrp/DepreciationAmt060249
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt094580
IRS990ScheduleD/ExpensesNotReportedAmt037518
IRS990ScheduleD/ExpensesSubtotalAmt01211110
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3260
IRS990ScheduleD/OtherExpensesIncludedAmt012902
IRS990ScheduleD/OtherRevenueAmt012902
IRS990ScheduleD/RevenueNotReportedAmt034258
IRS990ScheduleD/RevenueSubtotalAmt01123319
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THERE WAS NO UNRELATED BUSINESS INCOME FOR 2016 OR 2015. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2015, 2014, AND 2013 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR 3 YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EVENT EXPENSES NETTED AGAINST REVENUE 12,902
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EVENT EXPENSES REMOVED TO NET WITH REVENUE 12,902
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt034331
IRS990ScheduleD/TotalExpensesPerForm990Amt01211110
IRS990ScheduleD/TotalRevenuePerForm990Amt01123319
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01157577
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01248628
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012902
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OTHER <5,000
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010621
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010621
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034368

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,595,042
Liabilities
$17,043
Net assets
$1,577,999
Revenue
$1,123,319
Expenses
$1,211,110
Net income
-$87,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.66$0.18$4.48$4.09$3.76$0.33
2024Detailed filing. Detailed filing data is available for this year.$4.27$0.24$4.03$3.00$2.81$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.96$0.24$3.72$2.79$1.96$0.83
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.06$2.87$1.66$1.27$0.38
2021Detailed filing. Detailed filing data is available for this year.$2.75$0.07$2.68$1.62$1.35$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.12$2.15$1.47$1.15$0.33
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.02$1.83$1.41$1.11$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.02$1.51$1.11$1.17$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.55$0.03$1.52$1.12$1.25$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.02$1.58$1.12$1.21$0.09
2015Summary only. Only limited summary data is available for this year.$1.69$0.02$1.67$1.75$1.47$0.28
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.02$1.40$1.66$1.57$0.09
2013Summary only. Only limited summary data is available for this year.$1.33$0.02$1.31$1.52$1.98$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.03$1.76$1.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.03$1.87$2.32