Civic Intelligence

Oregon Energy Fund

990 • Fiscal year 2018 • EIN 93-1029893

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 06, 2019

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

(971) 386-2124

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

27th percentile

-5.2%

Higher net margin than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

84th percentile

$155,809

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

40th percentile

-1.3%

Faster asset growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-1.0%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,529,693

Down $20,893 (-1.3%) from 2017

Net Assets

Down

$1,507,337

Down $13,702 (-0.9%) from 2017

Liabilities

Down

$22,356

Down $7,191 (-24%) from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin27th percentile

Revenue

Down

$1,111,209

Down $10,970 (-1.0%) from 2017

Expenses

Down

$1,169,023

Down $76,183 (-6.1%) from 2017

Net Income

Up

-$57,814

Up $65,213 (+53%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2018

Assets$1,529,693
Liabilities$22,356
Net Assets$1,507,337
Open 2018 Filing

Operations Trend

Revenue Growth36th percentile

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

2018

Revenue$1,111,209
Expenses$1,169,023
Net Income-$57,814
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 6, 2019
Return Version
2017v2.3
Gross Receipts
$1,143,200
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,091,096$1,150,283▲ $59,187
Cash and Non-Interest-Bearing Accounts$387,772$288,436▼ $99,336
Land, Buildings, and Equipment, Net$51,998$36,537▼ $15,461
Accounts Receivable$2,539$35,734▲ $33,195
Prepaid Expenses and Deferred Charges$14,098$15,528▲ $1,430
Total Assets$1,550,586$1,529,693▼ $20,893
Other Assets Total$3,083$3,175▲ $92
Liabilities
Accounts Payable and Accrued Expenses$29,548$22,356▼ $7,192
Total Liabilities$29,548$22,356▼ $7,192
Net Assets / Fund Balance
Unrestricted Net Assets$1,017,208$995,628▼ $21,580
Temporarily Rstr Net Assets$503,830$511,709▲ $7,879
Total Net Assets Fund Balance$1,521,038$1,507,337▼ $13,701
Total Liabilities and Net Assets / Fund Balance$1,550,586$1,529,693▼ $20,893

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,537$93,185$129,722
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jesse B AllbrittonExecutive DiFT$148,835$6,974$155,809
Jesse B AllbrittonExecutive Director-$131,835$23,974$155,809

Board Members and Trustees

NameTitle
Adam LowneyBoard Chair
Becky EberleDirector
Dan HuggettDirector
David DimatteoDirector
Jason HeuserDirector
Jess MarpeDirector
Kristen BrownDirector
Margi HoffmanDirector
Melissa NottinghamDirector
Miguel SantosDirector
Robert WalshDirector
Sarah SimmonsDirector
Tyler RichardsonDirector
Anne WahrSecretary
Victoria BrysonTreasurer
Marisa DecristoforoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,043,860
Program Service Revenue
$0
Investment Income
$30,137
Other Revenue
$37,212
All Other Contributions
$1,043,860
Change in Net Assets
$-57,814

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 Table3$62,416Comparable
Total Noncash Contributions3$62,416-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,111,209
Revenue Not Reported on Form 990
$101,104
Total Revenue per Audited Statements
$1,212,313
Total Revenue per Form 990
$1,111,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$416,849
Grants and Similar Amounts Paid$413,388
Salaries, Compensation, and Employee Benefits$338,786
Total Fundraising Expense$147,814
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$413,388--$413,388
Current Officers, Directors, Trustees, and Key Employees$122,267$10,632$44,299$177,198
Other Salaries and Wages$75,325$6,550$27,292$109,167
Fees for Services Other$66,166$5,754$23,974$95,894
Occupancy$28,798$2,504$10,434$41,736
Payroll Taxes$17,719$1,541$6,420$25,680
Information Technology$16,886$1,468$6,118$24,472
Other Employee Benefits$13,948$1,213$5,054$20,215
Depreciation Depletion$10,668$928$3,866$15,462
Fees for Service Investment Mgmnt Fees-$15,186-$15,186
Fees for Services Accounting$7,245$630$2,625$10,500
Travel$6,606$574$2,394$9,574
All Other Expenses$5,354$2,125$1,941$9,420
Other Expenses$4,580$398$1,660$6,638
Pension Plan Contributions$4,502$392$1,632$6,526
Office Expenses$3,551$309$1,287$5,147
Insurance$1,730$150$627$2,507
Conferences and Meetings$659$57$239$955
Total Functional Expenses$961,380$59,829$147,814$1,169,023

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,226,014
Expenses per Audited Statements$1,169,023
Total Expenses per Form 990$1,169,023
Expenses Not Reported on Form 990$56,991
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$69,203
Fundraising Direct Expenses$31,991
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction/dinner$69,203$69,203$16,124$53,079
Total Events$69,203$69,203$31,991$37,212
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, oregon energy fund 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 oregon energy fund staff notifies the cpa firm that it is ready for filing.”

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

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

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
2019-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Lowney
Formed
1989
Legal Domicile
Or
Voting Board Members
16
Independent Board Members
16
Employees
6
Volunteers
20

Preparer

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

Additional Explanations

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

“Oregon energy fund'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." the policy has been largely applied to spending of restricted funds dedicated to energy assistance. 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 XI, Line 9

“Event expenses netted against revenue 31,991 event expenses removed to net with revenue -31,991”

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 2018 or 2017. 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 2017, 2016, and 2015 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 31,991”

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

“Event expenses removed to net with revenue 31,991”

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IRS990/Desc0OREGON ENERGY FUND PARTNERED WITH LOCAL COMMUNITY AND SOCIAL SERVICE ORGANIZATIONS TO DELIVER ENERGY ASSISTANCE TO QUALIFYING HOUSEHOLDS. OREGON ENERGY FUND RAISES MONEY TO MAKE PAYMENTS DIRECTLY TO UTILITIES OR VENDORS ON BEHALF OF LOW-INCOME CUSTOMERS. OREGON ENERGY FUND ASSISTED APPROXIMATELY 1,373 HOUSEHOLDS; 3,565 INDIVIDUALS WHICH INCLUDES 1,305 CHILDREN, 1,771 ADULTS, AND 489 SENIORS. OF THESE INDIVIDUALS, 401 WERE DISABLED. OREGON ENERGY FUND'S FUNDS WILL BE SPENT IN ACCORDANCE WITH THEIR FISCAL POLICY DETAILED IN SCHEDULE O. OREGON ENERGY FUND'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." THE POLICY HAS BEEN LARGELY APPLIED TO SPENDING OF RESTRICTED FUNDS DEDICATED TO ENERGY ASSISTANCE. 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/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/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DI
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IRS990/FormationYr01989
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt031991
IRS990/FundraisingGrossIncomeAmt069203
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossReceiptsAmt01143200
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt06118
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01468
IRS990/InformationTechnologyGrp/ProgramServicesAmt016886
IRS990/InformationTechnologyGrp/TotalAmt024472
IRS990/InsuranceGrp/FundraisingAmt0627
IRS990/InsuranceGrp/ManagementAndGeneralAmt0150
IRS990/InsuranceGrp/ProgramServicesAmt01730
IRS990/InsuranceGrp/TotalAmt02507
IRS990/InvestmentIncomeGrp/ExclusionAmt022498
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022498
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01091096
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01150283
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt093185
IRS990/LandBldgEquipBasisNetGrp/BOYAmt051998
IRS990/LandBldgEquipBasisNetGrp/EOYAmt036537
IRS990/LandBldgEquipCostOrOtherBssAmt0129722
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ASSIST OUR NEIGHBORS IN FINANCIAL CRISIS WITH THEIR ENERGY BILLS TO SUPPORT HOUSEHOLD STABILITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01521038
IRS990/NetAssetsOrFundBalancesEOYAmt01507337
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07639
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt037212
IRS990/NetUnrlzdGainsLossesInvstAmt044113
IRS990/NoncashContributionsAmt062416
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt010434
IRS990/OccupancyGrp/ManagementAndGeneralAmt02504
IRS990/OccupancyGrp/ProgramServicesAmt028798
IRS990/OccupancyGrp/TotalAmt041736
IRS990/OfficeExpensesGrp/FundraisingAmt01287
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0309
IRS990/OfficeExpensesGrp/ProgramServicesAmt03551
IRS990/OfficeExpensesGrp/TotalAmt05147
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03083
IRS990/OtherAssetsTotalGrp/EOYAmt03175
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05054
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01213
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013948
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020215
IRS990/OtherExpensesGrp/Desc0DIRECT MAIL
IRS990/OtherExpensesGrp/Desc1PROGRAM FEES
IRS990/OtherExpensesGrp/Desc2PUBLICITY
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
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IRS990/OtherExpensesGrp/FundraisingAmt11660
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06722
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12696
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2398
IRS990/OtherExpensesGrp/ProgramServicesAmt077297
IRS990/OtherExpensesGrp/ProgramServicesAmt154395
IRS990/OtherExpensesGrp/ProgramServicesAmt230296
IRS990/OtherExpensesGrp/ProgramServicesAmt34580
IRS990/OtherExpensesGrp/TotalAmt091971
IRS990/OtherExpensesGrp/TotalAmt154395
IRS990/OtherExpensesGrp/TotalAmt232992
IRS990/OtherExpensesGrp/TotalAmt36638
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt027292
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06550
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt075325
IRS990/OtherSalariesAndWagesGrp/TotalAmt0109167
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt06420
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01541
IRS990/PayrollTaxesGrp/ProgramServicesAmt017719
IRS990/PayrollTaxesGrp/TotalAmt025680
IRS990/PensionPlanContributionsGrp/FundraisingAmt01632
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0392
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04502
IRS990/PensionPlanContributionsGrp/TotalAmt06526
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014098
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015528
IRS990/PrincipalOfficerNm0ADAM LOWNEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01069402
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0374944
IRS990/PYInvestmentIncomeAmt038866
IRS990/PYOtherExpensesAmt0427651
IRS990/PYOtherRevenueAmt013911
IRS990/PYRevenuesLessExpensesAmt0-123027
IRS990/PYSalariesCompEmpBnftPaidAmt0442611
IRS990/PYTotalExpensesAmt01245206
IRS990/PYTotalRevenueAmt01122179
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-57814
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01069402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01095010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01692128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01625601
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017579
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06843
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08461
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0398
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt055779
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0287898
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66770
IRS990ScheduleA/PublicSupportPY170Pct00.62880
IRS990ScheduleA/PublicSupportTotal170Amt04394425
IRS990ScheduleA/SubstantialContributorsTotAmt02131576
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01043860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01069402
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01095010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01692128
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01625601
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IRS990ScheduleA/TotalSupportAmt06581780
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/DonatedServicesUseFcltsAmt025000
IRS990ScheduleD/EquipmentGrp/BookValueAmt036537
IRS990ScheduleD/EquipmentGrp/DepreciationAmt093185
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0129722
IRS990ScheduleD/ExpensesNotReportedAmt056991
IRS990ScheduleD/ExpensesSubtotalAmt01169023
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt044113
IRS990ScheduleD/OtherExpensesIncludedAmt031991
IRS990ScheduleD/OtherRevenueAmt031991
IRS990ScheduleD/RevenueNotReportedAmt0101104

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,529,693
Liabilities
$22,356
Net assets
$1,507,337
Revenue
$1,111,209
Expenses
$1,169,023
Net income
-$57,814
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