Civic Intelligence

Palomar Health Foundation

990 • Fiscal year 2016 • EIN 93-3573154

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 28, 2017

Organization ProfileWWW.PALOMARHEALTHFOUNDATION.ORG
960 Canterbury PlaceEscondido, CA 92025

(760) 739-2787

Siviq Scores

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

Liabilities / Assets

61st percentile

0.29x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.68x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

12th percentile

-23%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$280,005

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

8th percentile

-13%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

75%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$7,912,210

Down $1,132,100 (-13%) from 2015

Net Assets

Down

$5,604,809

Down $903,361 (-14%) from 2015

Liabilities

Down

$2,307,401

Down $228,739 (-9.0%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin12th percentile

Revenue

Up

$3,414,392

Up $1,462,085 (+75%) from 2015

Expenses

Up

$4,207,616

Up $2,232,520 (+113%) from 2015

Net Income

Down

-$793,224

Down $770,435 (-3381%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,810,036Liabilities 2011: $1,335,979Net Assets 2011: $7,474,0572011Assets 2012: $10,210,418Liabilities 2012: $1,158,144Net Assets 2012: $9,052,2742012Assets 2013: $10,323,078Liabilities 2013: $2,586,663Net Assets 2013: $7,736,4152013Assets 2014: $8,622,103Liabilities 2014: $1,992,152Net Assets 2014: $6,629,9512014Assets 2015: $9,044,310Liabilities 2015: $2,536,140Net Assets 2015: $6,508,1702015Assets 2016: $7,912,210Liabilities 2016: $2,307,401Net Assets 2016: $5,604,8092016Assets 2017: $9,804,329Liabilities 2017: $4,181,577Net Assets 2017: $5,622,7522017Assets 2018: $7,387,595Liabilities 2018: $1,299,052Net Assets 2018: $6,088,5432018Assets 2019: $7,283,492Liabilities 2019: $1,465,915Net Assets 2019: $5,817,5772019Assets 2020: $7,187,554Liabilities 2020: $1,018,894Net Assets 2020: $6,168,6602020Assets 2021: $6,734,134Liabilities 2021: $963,285Net Assets 2021: $5,770,8492021Assets 2022: $7,348,355Liabilities 2022: $1,109,342Net Assets 2022: $6,239,0132022Assets 2023: $5,818,868Liabilities 2023: $2,621,682Net Assets 2023: $3,197,1862023Assets 2024: $5,069,271Liabilities 2024: $3,407,269Net Assets 2024: $1,662,0022024

Highlighted filing

2016

Assets$7,912,210
Liabilities$2,307,401
Net Assets$5,604,809
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $2,239,6282011Revenue 2012: $3,683,115Expenses 2012: $2,704,898Net Income 2012: $978,2172012Revenue 2013: $2,338,896Expenses 2013: $3,054,755Net Income 2013: -$715,8592013Revenue 2014: $4,327,768Expenses 2014: $3,843,064Net Income 2014: $484,7042014Revenue 2015: $1,952,307Expenses 2015: $1,975,096Net Income 2015: -$22,7892015Revenue 2016: $3,414,392Expenses 2016: $4,207,616Net Income 2016: -$793,2242016Revenue 2017: $3,086,990Expenses 2017: $3,144,953Net Income 2017: -$57,9632017Revenue 2018: $6,595,245Expenses 2018: $6,222,180Net Income 2018: $373,0652018Revenue 2019: $2,983,925Expenses 2019: $3,361,843Net Income 2019: -$377,9182019Revenue 2020: $5,285,222Expenses 2020: $5,002,342Net Income 2020: $282,8802020Revenue 2021: $6,219,370Expenses 2021: $7,053,448Net Income 2021: -$834,0782021Revenue 2022: $3,670,088Expenses 2022: $3,387,781Net Income 2022: $282,3072022Revenue 2023: $2,759,494Expenses 2023: $4,565,037Net Income 2023: -$1,805,5432023Revenue 2024: $4,968,358Expenses 2024: $6,111,428Net Income 2024: -$1,143,0702024

Highlighted filing

2016

Revenue$3,414,392
Expenses$4,207,616
Net Income-$793,224
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 28, 2017
Return Version
2015v3.0
Gross Receipts
$3,491,630
Mission and Program Overview

Mission

To provide assistance and support to palomar health, a california local healthcare district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,084,167$1,848,670▼ $235,497
Cash and Non-Interest-Bearing Accounts$3,664,656$1,734,105▼ $1,930,551
Pledges and Grants Receivable$1,641,633$1,458,718▼ $182,915
Savings and Temporary Cash Investments$147,988$1,352,554▲ $1,204,566
Land, Buildings, and Equipment, Net$225,000$237,644▲ $12,644
Investments Other Securities$300,000$200,000▼ $100,000
Prepaid Expenses and Deferred Charges$45,348$46,485▲ $1,137
Total Assets$9,044,310$7,912,210▼ $1,132,100
Other Assets Total$935,518$1,034,034▲ $98,516
Liabilities
Other Liabilities$2,485,761$2,168,024▼ $317,737
Accounts Payable and Accrued Expenses$50,379$139,377▲ $88,998
Total Liabilities$2,536,140$2,307,401▼ $228,739
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,552,541$5,093,012▼ $1,459,529
Unrestricted Net Assets$-239,758$306,944▲ $546,702
Permanently Rstr Net Assets$195,387$204,853▲ $9,466
Total Net Assets Fund Balance$6,508,170$5,604,809▼ $903,361
Total Liabilities and Net Assets / Fund Balance$9,044,310$7,912,210▼ $1,132,100

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,644-$12,644
Buildings$225,000--
Other Assets Org$922,200--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$216,277$7,650▲ $1,261$1,650$221,393
2014$176,257$45,533▲ $4,873$9,152$216,277
2013$137,930$25,008▲ $18,405$4,008$176,257
2012$128,445-▲ $11,225$750$137,930
2011$128,445---$128,445
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jean LarsenPresident and Chief Philanthropy OfficerFT$270,089$9,916$280,005
Jean LarsenPresident and Chief Philanthropy Off-$270,089$9,916$280,005
Monica HeathDirector Advancement ServicesFT$119,737$14,889$134,626

Board Members and Trustees

NameTitle
Thomas SilbergChairman
Craig S BrownImmediate Past Chair
Robert a HemkerPalomar Health President and CEO
Evangeline K Ginger LarsonVice Chairman
Debbie YoungDirector
Donald BelcherDirector
Fred NasseriDirector
G Douglas Moir MdDirector
Harold DokmoDirector
Harvey N HershkowitzDirector
John ClarkDirector
Kevin HarkenriderDirector
Kim YoungDirector
Kirk EffingerDirector
Michael DunlapDirector
Michael StelmanDirector
Tishmall TurnerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$3,430,684
Program Service Revenue
$0
Investment Income
$46,501
Other Revenue
$-62,793
All Other Contributions
$3,388,653
Change in Net Assets
$-793,224

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 Table1$2,031,067Fair Market Value (FMV)
Other Non Cash Contri Table7$54,811Fair Market Value (FMV)
Other Non Cash Contri Table3$32,150Fair Market Value (FMV)
Other Non Cash Contri Table4$23,086Fair Market Value (FMV)
Other Non Cash Contri Table21$11,766Fair Market Value (FMV)
Books and Publications-$175Fair Market Value (FMV)
Total Noncash Contributions36$2,153,055-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,255,202
Revenue Not Reported on Financial Statements
$159,190
Revenue Not Reported on Form 990
$107,399
Other Revenue Adjustments
$136,569
Total Revenue per Audited Statements
$3,362,601
Total Revenue per Form 990
$3,414,392
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,373,103
Salaries, Compensation, and Employee Benefits$1,149,799
Total Fundraising Expense$1,035,750
Other Expenses$684,714
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,373,103--$2,373,103
Other Salaries and Wages-$220,439$362,038$582,477
Current Officers, Directors, Trustees, and Key Employees-$273,164-$273,164
Other Employee Benefits-$93,064$152,843$245,907
Fees for Services Accounting--$219,759$219,759
Occupancy-$124,514-$124,514
Fees for Services Other--$115,695$115,695
Payroll Taxes-$18,261$29,990$48,251
Office Expenses-$24,234$16,545$40,779
Information Technology--$34,962$34,962
Fees for Service Investment Mgmnt Fees-$22,621-$22,621
Travel--$8,179$8,179
Insurance-$5,000-$5,000
Conferences and Meetings--$2,344$2,344
Other Expenses$0$137$0$137
Total Functional Expenses$2,373,103$798,763$1,035,750$4,207,616

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,281,595
Expenses per Audited Statements$4,262,233
Total Expenses per Form 990$4,207,616
Expenses Not Reported on Form 990$19,362
Expenses Not Reported on Financial Statements$-54,617
Other Expense Adjustments$-77,238
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Palomar HealthEscondido, CA115(i)Support of Program Services$2,373,103
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$77,238
Fundraising Gross Income$14,445
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Physician General$29,700$1,700$3,261$-1,561
Sparkle & Diamond 2016$12,530$1,280$1,512$-232
Total Events$56,476$14,445$77,238$-62,793
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Palomar Health$1,862,436
Liability Under Gift Annuities$305,588
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The president and third party accountants will review the form 990 prior to filing.”

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

“The conflict of interest policy is reviewed during the initial orientation of any officer, director,and key employee. The policy is then reviewed with each person on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Palomar health (ph) periodically completes a market analysis of compensation for all positions. This is when positions have been vacated by an employee who held their position with ph for a considerable time to ensure that ph remains competitive during an active recruitment for top talent. It can also be done at the request of a senior leader for a position that may have not been analyzed for considerable time and the position needs a market adjustment to keep top talent at ph.”

Form 990, Part VI, Section C, Line 18

“The request must be submitted to the foundation, and is addressed by jean larsen and the accounting team.”

Form 990, Part VI, Section C, Line 19

“The conflict of interest policy is available upon request. Once a request is submitted to the foundation, a response will be provided.”

Filing and Contact Details

Filer

Filer Name
Palomar Health Foundation
EIN
93-3573154
Phone
7607392787
Address
960 CANTERBURY PLACE, ESCONDIDO, CA 92025

Signing Officer

Name
Jean Larsen
Title
President
Phone
7607392787
Signed
2017-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jean Larsen
Formed
2006
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
21

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
7676 HAZARD CENTER DRIVE STE 1300, SAN DIEGO, CA 92108
Preparer
Elsa a Romero
Phone
6198104940
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of charitable remainder trusts -79,368. Net change in the value of gift annuities -57,201.”

Financial Statement Notes

PART X, LINE 2:

“The foundation follows the provisions of uncertain tax positions as addressed in fasb accounting standards codification. The foundation recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when applicable. There are no amounts accrued in the consolidated financial statements related to uncertain tax positions for the years ended june 30, 2016 and 2015.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special events expenses 77,238. Revenue from related organization per consolidated gaap 22,503.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Change in value of charitable remainder trusts 79,368. Change in value of gift annuities 57,201.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses from related organization per consolidated gaap 19,362.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Special events expenses -77,238.”

Raw XML AppendixShowing 400 of 690 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17270089
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18119737
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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/TitleTxt16PALOMAR HEALTH PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT AND CHIEF PHILANTHROPY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR ADVANCEMENT SERVICES
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IRS990/FundraisingDirectExpensesAmt077238
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt034962
IRS990/InsuranceGrp/ManagementAndGeneralAmt05000
IRS990/InsuranceGrp/TotalAmt05000
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046501
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0200000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02084167
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01848670
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt0237644
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE ASSISTANCE AND SUPPORT TO PALOMAR HEALTH, A CALIFORNIA LOCAL HEALTHCARE DISTRICT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06508170
IRS990/NetAssetsOrFundBalancesEOYAmt05604809
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-62793
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-62793
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07658
IRS990/NoncashContributionsAmt02153055
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0124514
IRS990/OccupancyGrp/TotalAmt0124514
IRS990/OfficeExpensesGrp/FundraisingAmt016545
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt024234
IRS990/OfficeExpensesGrp/TotalAmt040779
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0935518
IRS990/OtherAssetsTotalGrp/EOYAmt01034034
IRS990/OtherChangesInNetAssetsAmt0-136569
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0152843
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt093064
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0245907
IRS990/OtherExpensesGrp/Desc0PROVISION FOR DOUBTFUL
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt093395
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt117329
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2137
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt093395
IRS990/OtherExpensesGrp/TotalAmt117329
IRS990/OtherExpensesGrp/TotalAmt2137
IRS990/OtherLiabilitiesGrp/BOYAmt02485761
IRS990/OtherLiabilitiesGrp/EOYAmt02168024
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0362038
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0220439
IRS990/OtherSalariesAndWagesGrp/TotalAmt0582477
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt029990
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018261
IRS990/PayrollTaxesGrp/TotalAmt048251
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0195387
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0204853
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01641633
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01458718
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt045348
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046485
IRS990/PrincipalOfficerNm0JEAN LARSEN
IRS990/PriorPeriodAdjustmentsAmt018774
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01557307
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0495206
IRS990/PYInvestmentIncomeAmt061253
IRS990/PYOtherExpensesAmt0297985
IRS990/PYOtherRevenueAmt0333747
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-22789
IRS990/PYSalariesCompEmpBnftPaidAmt0892370
IRS990/PYTotalExpensesAmt01975096
IRS990/PYTotalProfFndrsngExpnsAmt0289535
IRS990/PYTotalRevenueAmt01952307
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-793224
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0147988
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01352554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03430684
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01931439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04000482
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02320312
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03863241
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015546158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046501
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt044079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0317656
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt088237
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0514976
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86100
IRS990ScheduleA/PublicSupportPY170Pct00.54130
IRS990ScheduleA/PublicSupportTotal170Amt013836709
IRS990ScheduleA/SubstantialContributorsTotAmt01709449
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03430684
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01931439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04000482
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02320312
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03863241
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015546158
IRS990ScheduleA/TotalSupportAmt016070764
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt09630
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt09630
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/BookValueAmt0225000
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0225000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt02145
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0216277
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07650
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0221393
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01261
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01650
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01234
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0176257
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt045533
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0216277
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04873
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt09152
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01078
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0137930
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt025008

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,912,210
Liabilities
$2,307,401
Net assets
$5,604,809
Revenue
$3,414,392
Expenses
$4,207,616
Net income
-$793,224
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.07$3.41$1.66$4.97$6.11$1.14
2023Detailed filing. Detailed filing data is available for this year.$5.82$2.62$3.20$2.76$4.57$1.81
2022Detailed filing. Detailed filing data is available for this year.$7.35$1.11$6.24$3.67$3.39$0.28
2021Detailed filing. Detailed filing data is available for this year.$6.73$0.96$5.77$6.22$7.05$0.83
2020Detailed filing. Detailed filing data is available for this year.$7.19$1.02$6.17$5.29$5.00$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.28$1.47$5.82$2.98$3.36$0.38
2018Detailed filing. Detailed filing data is available for this year.$7.39$1.30$6.09$6.60$6.22$0.37
2017Detailed filing. Detailed filing data is available for this year.$9.80$4.18$5.62$3.09$3.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$7.91$2.31$5.60$3.41$4.21$0.79
2015Detailed filing. Detailed filing data is available for this year.$9.04$2.54$6.51$1.95$1.98$0.02
2014Detailed filing. Detailed filing data is available for this year.$8.62$1.99$6.63$4.33$3.84$0.48
2013Summary only. Only limited summary data is available for this year.$10.3$2.59$7.74$2.34$3.05$0.72
2012Summary only. Only limited summary data is available for this year.$10.2$1.16$9.05$3.68$2.70$0.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.81$1.34$7.47$2.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits