Civic Intelligence

Rose Villa Foundation Inc.

990 • Fiscal year 2019 • EIN 93-6023450

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization Profilewww.rosevilla.org
13505 SE River RoadPortland, OR 97222

(503) 652-3280

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.27x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

84th percentile

$249,478

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 65.2% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$6,161,790

Up $999,496 (+19%) from 2018

Net Assets

Up

$6,058,520

Up $988,809 (+20%) from 2018

Liabilities

Up

$103,270

Up $10,687 (+12%) from 2018

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin93rd percentile

Revenue

Down

$382,485

Down $47,834 (-11%) from 2018

Expenses

Down

$162,922

Down $4,367 (-2.6%) from 2018

Net Income

Down

$219,563

Down $43,467 (-17%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$10M$5.0M$0Assets 2010: $3,279,158Liabilities 2010: $28,776Net Assets 2010: $3,250,3822010Assets 2011: $3,380,777Liabilities 2011: $47,965Net Assets 2011: $3,332,8122011Assets 2012: $3,600,060Liabilities 2012: $19,175Net Assets 2012: $3,580,8852012Assets 2013: $4,157,520Liabilities 2013: $31,572Net Assets 2013: $4,125,9482013Assets 2014: $4,380,957Liabilities 2014: $11,694Net Assets 2014: $4,369,2632014Assets 2015: $4,279,062Liabilities 2015: $33,114Net Assets 2015: $4,245,9482015Assets 2016: $4,629,380Liabilities 2016: $38,169Net Assets 2016: $4,591,2112016Assets 2017: $5,456,840Liabilities 2017: $58,140Net Assets 2017: $5,398,7002017Assets 2018: $5,162,294Liabilities 2018: $92,583Net Assets 2018: $5,069,7112018Assets 2019: $6,161,790Liabilities 2019: $103,270Net Assets 2019: $6,058,5202019Assets 2020: $6,613,459Liabilities 2020: $84,708Net Assets 2020: $6,528,7512020Assets 2021: $7,627,213Liabilities 2021: $76,163Net Assets 2021: $7,551,0502021Assets 2022: $6,671,494Liabilities 2022: $94,057Net Assets 2022: $6,577,4372022Assets 2023: $7,509,140Liabilities 2023: $120,959Net Assets 2023: $7,388,1812023Assets 2024: $8,222,009Liabilities 2024: $475,184Net Assets 2024: $7,746,8252024

Highlighted filing

2019

Assets$6,161,790
Liabilities$103,270
Net Assets$6,058,520
Open 2019 Filing

Operations Trend

Revenue Growth20th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $343,075Expenses 2010: $388,528Net Income 2010: -$45,4532010Revenue 2011: $667,452Expenses 2011: $270,048Net Income 2011: $397,4042011Expenses 2012: $283,7332012Revenue 2013: $637,131Expenses 2013: $194,566Net Income 2013: $442,5652013Revenue 2014: $551,137Expenses 2014: $119,827Net Income 2014: $431,3102014Revenue 2015: $177,714Expenses 2015: $122,004Net Income 2015: $55,7102015Revenue 2016: $279,347Expenses 2016: $155,977Net Income 2016: $123,3702016Revenue 2017: $679,787Expenses 2017: $177,758Net Income 2017: $502,0292017Revenue 2018: $430,319Expenses 2018: $167,289Net Income 2018: $263,0302018Revenue 2019: $382,485Expenses 2019: $162,922Net Income 2019: $219,5632019Revenue 2020: $559,694Expenses 2020: $163,695Net Income 2020: $395,9992020Revenue 2021: $673,410Expenses 2021: $132,874Net Income 2021: $540,5362021Revenue 2022: $767,486Expenses 2022: $230,625Net Income 2022: $536,8612022Revenue 2023: $441,588Expenses 2023: $360,148Net Income 2023: $81,4402023Revenue 2024: $745,459Expenses 2024: $701,215Net Income 2024: $44,2442024

Highlighted filing

2019

Revenue$382,485
Expenses$162,922
Net Income$219,563
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$431,323
Mission and Program Overview

Mission

The Rose Villa Foundation supports independence, advances well-being, empowers senior residents,and inspires our community to build a better future for all generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,740,187$5,750,619▲ $1,010,432
Cash and Non-Interest-Bearing Accounts$345,535$277,569▼ $67,966
Prepaid Expenses and Deferred Charges$1,550$5,501▲ $3,951
Accounts Receivable$487$570▲ $83
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,162,294$6,161,790▲ $999,496
Other Assets Total$74,535$127,531▲ $52,996
Liabilities
Other Liabilities$92,278$102,022▲ $9,744
Accounts Payable and Accrued Expenses$305$1,248▲ $943
Total Liabilities$92,583$103,270▲ $10,687
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,069,711$6,058,520▲ $988,809
Total Net Assets Fund Balance$5,069,711$6,058,520▲ $988,809
Total Liabilities and Net Assets / Fund Balance$5,162,294$6,161,790▲ $999,496
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Judie HansenPast President
Bill CunitzPresident
Barbara TuckDirector
Betty HosokawaDirector
Bob WeismanDirector
Joan ClarkDirector
Kayla CarruthDirector
Margaret hamiltonDirector
Marna Flaherty-RobbDirector
Nancy StreningDirector
Elliot McIntireSecretary
Vassar ByrdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$240,730
Program Service Revenue
$0
Investment Income
$166,605
Other Revenue
$-24,850
All Other Contributions
$61,564
Change in Net Assets
$219,563

Audited Revenue Reconciliation

Revenue per Audited Statements
$344,931
Revenue Not Reported on Financial Statements
$37,554
Revenue Not Reported on Form 990
$804,712
Total Revenue per Audited Statements
$1,149,643
Total Revenue per Form 990
$382,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,502
Total Fundraising Expense$64,821
Grants and Similar Amounts Paid$17,420
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$37,554-$37,554
Fees for Services Accounting-$16,110-$16,110
Grants to Domestic Orgs$12,537--$12,537
Grants to Domestic Individuals$4,883--$4,883
Travel-$3,048-$3,048
Fees for Services Other-$1,448-$1,448
Insurance-$1,200-$1,200
Other Expenses$5,504$995$64,821$995
Office Expenses-$832-$832
All Other Expenses-$797-$797
Advertising-$222-$222
Total Functional Expenses$22,924$75,177$64,821$162,922

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$162,922
Total Expenses per Audited Statements$160,834
Expenses per Audited Statements$125,368
Expenses Not Reported on Financial Statements$37,554
Expenses Not Reported on Form 990$35,466
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rose Villa IncPortland, OR-support program services$12,537
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$48,838
Fundraising Gross Income$22,330
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pacesetters$33,421-$56-
Auction$114,984$22,330$26,423$-4,093
Total Events$174,482$22,330$46,267$-23,937
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to gift annuity donor$62,988
RElated Party Payable$39,034
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“The Organization adopted new by-laws.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 draft is sent to the board for their review and comments, with 3-5 business days allowed for questions/comments/etc. The CFO is available for discussion and questions that board members may raise.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Officers, board, and all employees are asked to complete an annual conflict of interest disclosure. This is reviewed by the compliance officer.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation is through a related organization whose policy states: When hiring, compensation ranges are compared to industry benchmarks for reasonableness. The compensation committee reviews and approves CEO pay based on performance. Annually goals and achievements are reviewed and used to determine compensation. The CEO determines other key salaries with the use of an outside compensation consultant and review with the board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request at the organization's place of business.”

Filing and Contact Details

Filer

Filer Name
Rose Villa Foundation Inc
EIN
93-6023450
Phone
5036523280
Address
13505 SE River Road, Portland, OR 97222

Signing Officer

Name
Vassar Byrd
Title
Treasurer
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vassar Byrd
Formed
1964
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
36

Preparer

Firm
Hansen Hunter & Company Pc
Address
7080 SW FIR LOOP SUITE 100, TIGARD, OR 97223
Preparer
Lou McCollum
Phone
5032442134
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Contribution of services $31526 Expenses Grouped with Revenue $3940”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Contribution of services $31526 Expenses Grouped with Revenue $3940”

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IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01200
IRS990/InsuranceGrp/TotalAmt01200
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0139414
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04740187
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05750619
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Rose Villa Foundation supports independence, advances well-being, empowers senior residents,and inspires our community to build a better future for all generations.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05069711
IRS990/NetAssetsOrFundBalancesEOYAmt06058520
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt027191
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027191
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-26206
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-26508
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0769246
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05069711
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06058520
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0832
IRS990/OfficeExpensesGrp/TotalAmt0832
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt074535
IRS990/OtherAssetsTotalGrp/EOYAmt0127531
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Development services
IRS990/OtherExpensesGrp/Desc1EDUCATION/TRAINING
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt064821
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011439
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11532
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2995
IRS990/OtherExpensesGrp/ProgramServicesAmt05504
IRS990/OtherExpensesGrp/TotalAmt076260
IRS990/OtherExpensesGrp/TotalAmt15504
IRS990/OtherExpensesGrp/TotalAmt21532
IRS990/OtherExpensesGrp/TotalAmt3995
IRS990/OtherLiabilitiesGrp/BOYAmt092278
IRS990/OtherLiabilitiesGrp/EOYAmt0102022
IRS990/OtherRevenueMiscGrp/BusinessCd0212000
IRS990/OtherRevenueMiscGrp/Desc0Mineral Rights Lease
IRS990/OtherRevenueMiscGrp/ExclusionAmt01658
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01658
IRS990/OtherRevenueTotalAmt01658
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01550
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05501
IRS990/PrincipalOfficerNm0Vassar Byrd
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0To support staff of Rose Villa seeking to increase their knowledge, skills, to obtain certifications, credentials or degree programs relevant to their work at Rose Villa.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04883
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0280674
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt011627
IRS990/PYInvestmentIncomeAmt0174329
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0155662
IRS990/PYOtherRevenueAmt0-24684
IRS990/PYRevenuesLessExpensesAmt0263030
IRS990/PYTotalExpensesAmt0167289
IRS990/PYTotalRevenueAmt0430319
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0219563
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt026614
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0238640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0280674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0317982
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0202824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0141383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01181503
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0139414
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0115244
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0100778
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt081167
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0108596
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0545199
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt026078
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt025151
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt016270
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt017566
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt013057
IRS990ScheduleA/OtherIncome170Grp/TotalAmt098122
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64750
IRS990ScheduleA/PublicSupportPY170Pct00.62770
IRS990ScheduleA/PublicSupportTotal170Amt01181503
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0238640
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0280674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0317982
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0202824
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0141383
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01181503
IRS990ScheduleA/TotalSupportAmt01824824
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExpensesNotReportedAmt035466
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt037554
IRS990ScheduleD/ExpensesSubtotalAmt0125368
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt037554
IRS990ScheduleD/InvestmentExpensesNotIncldAmt037554
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0769246
IRS990ScheduleD/OtherExpensesIncludedAmt035466
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt062988
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt139034
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to gift annuity donor
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RElated Party Payable
IRS990ScheduleD/OtherRevenueAmt035466
IRS990ScheduleD/RevenueNotReportedAmt0804712
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt037554
IRS990ScheduleD/RevenueSubtotalAmt0344931
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Contribution of services $31526 Expenses Grouped with Revenue $3940
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Contribution of services $31526 Expenses Grouped with Revenue $3940
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt0162922
IRS990ScheduleD/TotalLiabilityAmt0102022
IRS990ScheduleD/TotalRevenuePerForm990Amt0382485
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01149643
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0160834

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,161,790
Liabilities
$103,270
Net assets
$6,058,520
Revenue
$382,485
Expenses
$162,922
Net income
$219,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.22$0.48$7.75$0.75$0.70$0.04
2023Detailed filing. Detailed filing data is available for this year.$7.51$0.12$7.39$0.44$0.36$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.67$0.09$6.58$0.77$0.23$0.54
2021Detailed filing. Detailed filing data is available for this year.$7.63$0.08$7.55$0.67$0.13$0.54
2020Detailed filing. Detailed filing data is available for this year.$6.61$0.08$6.53$0.56$0.16$0.40
2019Detailed filing. Detailed filing data is available for this year.$6.16$0.10$6.06$0.38$0.16$0.22
2018Detailed filing. Detailed filing data is available for this year.$5.16$0.09$5.07$0.43$0.17$0.26
2017Detailed filing. Detailed filing data is available for this year.$5.46$0.06$5.40$0.68$0.18$0.50
2016Detailed filing. Detailed filing data is available for this year.$4.63$0.04$4.59$0.28$0.16$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.28$0.03$4.25$0.18$0.12$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.38$0.01$4.37$0.55$0.12$0.43
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.03$4.13$0.64$0.19$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$0.02$3.58$0.28
2011Summary only. Only limited summary data is available for this year.$3.38$0.05$3.33$0.67$0.27$0.40
2010Summary only. Only limited summary data is available for this year.$3.28$0.03$3.25$0.34$0.39$0.05