Civic Intelligence

Portland Rotary Charitable Trust

990 • Fiscal year 2018 • EIN 93-6031284

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 19, 2019

Organization ProfileN/A
1220 SW Morrison St Suite 425Portland, OR 97205

(503) 228-1542

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.14x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

55th percentile

$73,407

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

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

Asset Growth

63rd percentile

5.2%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

91st percentile

73%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,113,491

Up $202,075 (+5.2%) from 2017

Net Assets

Up

$4,046,034

Up $242,295 (+6.4%) from 2017

Liabilities

Down

$67,457

Down $40,220 (-37%) from 2017

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin86th percentile

Revenue

Up

$468,330

Up $197,616 (+73%) from 2017

Expenses

Down

$310,323

Down $3,865 (-1.2%) from 2017

Net Income

Up

$158,007

Up $201,481 (+463%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,931,463Liabilities 2010: $3,560Net Assets 2010: $1,927,9032010Assets 2011: $2,032,221Liabilities 2011: $7,375Net Assets 2011: $2,024,8462011Assets 2012: $1,965,268Liabilities 2012: $0Net Assets 2012: $1,965,2682012Assets 2013: $2,629,891Liabilities 2013: $5,735Net Assets 2013: $2,624,1562013Assets 2014: $3,238,299Liabilities 2014: $7,053Net Assets 2014: $3,231,2462014Assets 2015: $3,115,191Liabilities 2015: $1,005Net Assets 2015: $3,114,1862015Assets 2016: $3,673,016Liabilities 2016: $79,248Net Assets 2016: $3,593,7682016Assets 2017: $3,911,416Liabilities 2017: $107,677Net Assets 2017: $3,803,7392017Assets 2018: $4,113,491Liabilities 2018: $67,457Net Assets 2018: $4,046,0342018Assets 2019: $4,540,504Liabilities 2019: $90,828Net Assets 2019: $4,449,6762019Assets 2020: $4,125,819Liabilities 2020: $45,537Net Assets 2020: $4,080,2822020Assets 2021: $4,907,730Liabilities 2021: $90,805Net Assets 2021: $4,816,9252021Assets 2022: $4,171,645Liabilities 2022: $51,520Net Assets 2022: $4,120,1252022Assets 2023: $4,328,386Liabilities 2023: $129,434Net Assets 2023: $4,198,9522023

Highlighted filing

2018

Assets$4,113,491
Liabilities$67,457
Net Assets$4,046,034
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.0M$500K$0-$500KExpenses 2010: $881,3162010Expenses 2011: $318,2882011Revenue 2012: $207,511Expenses 2012: $232,388Net Income 2012: -$24,8772012Expenses 2013: $245,7952013Revenue 2014: $629,109Expenses 2014: $258,875Net Income 2014: $370,2342014Revenue 2015: $350,247Expenses 2015: $338,816Net Income 2015: $11,4312015Revenue 2016: $946,971Expenses 2016: $327,927Net Income 2016: $619,0442016Revenue 2017: $270,714Expenses 2017: $314,188Net Income 2017: -$43,4742017Revenue 2018: $468,330Expenses 2018: $310,323Net Income 2018: $158,0072018Revenue 2019: $704,096Expenses 2019: $341,265Net Income 2019: $362,8312019Revenue 2020: $338,338Expenses 2020: $686,537Net Income 2020: -$348,1992020Revenue 2021: $378,455Expenses 2021: $423,820Net Income 2021: -$45,3652021Revenue 2022: $235,975Expenses 2022: $327,165Net Income 2022: -$91,1902022Revenue 2023: $297,214Expenses 2023: $366,461Net Income 2023: -$69,2472023

Highlighted filing

2018

Revenue$468,330
Expenses$310,323
Net Income$158,007
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 19, 2019
Return Version
2017v2.2
Gross Receipts
$685,002
Mission and Program Overview

Mission

The portland rotary charitable trust is the entity by which the rotary club of portland carries out its philanthropic activities in both the local and world communities servicing primarily the needs of youth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,548,850$3,739,248▲ $190,398
Savings and Temporary Cash Investments$295,274$293,634▼ $1,640
Investments Other Securities$42,549$42,779▲ $230
Pledges and Grants Receivable$24,743$33,735▲ $8,992
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,911,416$4,113,491▲ $202,075
Other Assets Total-$4,095-
Liabilities
Other Liabilities$100,005$67,457▼ $32,548
Accounts Payable and Accrued Expenses$7,672--
Total Liabilities$107,677$67,457▼ $40,220
Net Assets / Fund Balance
Unrestricted Net Assets$2,417,461$2,641,561▲ $224,100
Temporarily Rstr Net Assets$1,386,278$1,404,473▲ $18,195
Total Net Assets Fund Balance$3,803,739$4,046,034▲ $242,295
Total Liabilities and Net Assets / Fund Balance$3,911,416$4,113,491▲ $202,075
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleOtherTotal
Corinn DetorresExec. Director$73,407$73,407

Board Members and Trustees

NameTitle
Maria SchellPast President
Cole MillsPresident
Jana ColeVice President
David VanspeybroeckTrustee
Gary JohnsonTrustee
Gretchen WalkerTrustee
Mike EganTrustee
Nihad AweidahTrustee
Phil LevinsonTrustee
Russ HaleTrustee
Steve WattsTrustee
Sun LeeTrustee
Susan CookseyTrustee
Patrick GalvinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$349,355
Program Service Revenue
$0
Investment Income
$116,850
Other Revenue
$2,125
All Other Contributions
$349,355
Change in Net Assets
$158,007

Audited Revenue Reconciliation

Revenue per Audited Statements
$468,330
Revenue Not Reported on Form 990
$84,288
Total Revenue per Audited Statements
$552,618
Total Revenue per Form 990
$468,330
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$236,407
Other Expenses$73,916
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$184,490--$184,490
Grants to Domestic Individuals$51,917--$51,917
Fees for Services Other-$7,900-$7,900
Office Expenses-$558-$558
Other Expenses-$203-$203
Total Functional Expenses$236,407$73,916$0$310,323

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$310,323
Total Expenses per Audited Statements$310,323
Total Expenses per Form 990$310,323
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ShelterboxLakewood Ranch, FL501(c)(3)Disaster Relief$7,953
Friends of Creston ChildrensPortland, OR501(c)(3)Medical Supplies$7,927
KairospdxPortland, OR501(c)(3)Purchase Van$7,580
Morrison Child & Family SvcsPortland, OR501(c)(3)Purchase of Laptops$7,580
Latino NetworkPortland, OR501(c)(3)Purchase Van$7,300
Raphael HousePortland, OR501(c)(3)School Programs$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,799
Fundraising Direct Expenses$38,674
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Or Ethics in Business$40,799$40,799$38,674$2,125
Total Events$40,799$40,799$38,674$2,125
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
Funds Held for Others$67,457
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
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 11B: Form 990 Review Process

“Form 990 is reviewed by the board of directors before filing.”

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

“Disclosure of any potential conflict of interest is requested at every meeting of the board of directors.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The trust has no employees.”

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

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Portland Rotary Charitable Trust
EIN
93-6031284
Phone
5032281542
Address
1220 SW Morrison St Suite 425, Portland, OR 97205

Signing Officer

Name
Corinn Detorres
Title
Exec. Director
Signed
2019-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Corinn Detorres
Formed
1949
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
235

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
William K Rouse CPA
Phone
5032223338
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: world community service projects program provides funds that are used in humanitarian projects in partnership with other clubs abroad. Other program services 5: youth programs benefit youth through unrestricted contributions that are designated by the board, and contributions temporarily restricted to the benefit of youth and sponsoring camperships and youth exchange activities. Other program services 6: wheels of power program provides funds for disbursement to mobility-challenged induviduals and organizations that support them. Other program services 7: miscellaneous programs provide funds that are used to support domestic violence solutions, enterprise academy, interact, preserve planet earth, peace builders committee, and rotary youth leadership awards (ryla).”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXEC. DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt038674
IRS990/FundraisingGrossIncomeAmt040799
IRS990/GainOrLossGrp/SecuritiesAmt0-12
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt052905
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt051917
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt051917
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0184490
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0184490
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0177986
IRS990/GrossReceiptsAmt0685002
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0116862
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0116862
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt042549
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt042779
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03548850
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03739248
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0177998
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PORTLAND ROTARY CHARITABLE TRUST IS THE ENTITY BY WHICH THE ROTARY CLUB OF PORTLAND CARRIES OUT ITS PHILANTHROPIC ACTIVITIES IN BOTH THE LOCAL AND WORLD COMMUNITIES SERVICING PRIMARILY THE NEEDS OF YOUTH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03803739
IRS990/NetAssetsOrFundBalancesEOYAmt04046034
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-12
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-12
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02125
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02125
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt084288
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0558
IRS990/OfficeExpensesGrp/TotalAmt0558
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt04095
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TRUST ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1UNCOLLECTIBLE PLEDGES
IRS990/OtherExpensesGrp/Desc2BANK SERVICE CHARGE
IRS990/OtherExpensesGrp/Desc3BOARD FUND EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt063383
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11066
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2806
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3203
IRS990/OtherExpensesGrp/TotalAmt063383
IRS990/OtherExpensesGrp/TotalAmt11066
IRS990/OtherExpensesGrp/TotalAmt2806
IRS990/OtherExpensesGrp/TotalAmt3203
IRS990/OtherLiabilitiesGrp/BOYAmt0100005
IRS990/OtherLiabilitiesGrp/EOYAmt067457
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt024743
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt033735
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CORINN DETORRES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0WHEELS OF POWER PROGRAM PROVIDES FUNDS FOR DISBURSEMENT TO MOBILITY-CHALLENGED INDUVIDUALS AND ORGANIZATIONS THAT SUPPORT THEM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt051917
IRS990/ProgSrvcAccomActy2Grp/GrantAmt051917
IRS990/ProgSrvcAccomActy3Grp/Desc0MISCELLANEOUS PROGRAMS PROVIDE FUNDS THAT ARE USED TO SUPPORT DOMESTIC VIOLENCE SOLUTIONS, ENTERPRISE ACADEMY, INTERACT, PRESERVE PLANET EARTH, PEACE BUILDERS COMMITTEE, AND ROTARY YOUTH LEADERSHIP AWARDS (RYLA).
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt050473
IRS990/ProgSrvcAccomActy3Grp/GrantAmt050473
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0160608
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0225192
IRS990/PYInvestmentIncomeAmt0113461
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt088996
IRS990/PYOtherRevenueAmt0-3355
IRS990/PYRevenuesLessExpensesAmt0-43474
IRS990/PYTotalExpensesAmt0314188
IRS990/PYTotalRevenueAmt0270714
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0158007
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0295274
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0293634
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt035328
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt010287
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt015440
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt020840
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt021217
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0103112
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0349355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0160608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0833215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0192905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0206471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01742554
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0116862
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0116919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt054221
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt061830
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt047001
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0396833
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt040799
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt037788
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt045076
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt057525
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0181188
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0116862
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0116919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt054221
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt061830
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt047001
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0396833
IRS990ScheduleA/InvestmentIncomeCYPct00.17100
IRS990ScheduleA/InvestmentIncomePYPct00.18420
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78460
IRS990ScheduleA/PublicSupportPY509Pct00.74830
IRS990ScheduleA/PublicSupportTotal509Amt01820630
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt035328
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt010287
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt015440
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt020840
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt021217

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Filings

Displayed year

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

Open filing
Assets
$4,113,491
Liabilities
$67,457
Net assets
$4,046,034
Revenue
$468,330
Expenses
$310,323
Net income
$158,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.33$0.13$4.20$0.30$0.37$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.05$4.12$0.24$0.33$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.09$4.82$0.38$0.42$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.05$4.08$0.34$0.69$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$0.09$4.45$0.70$0.34$0.36
2018Detailed filing. Detailed filing data is available for this year.$4.11$0.07$4.05$0.47$0.31$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.11$3.80$0.27$0.31$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.67$0.08$3.59$0.95$0.33$0.62
2015Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.11$0.35$0.34$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.24$0.01$3.23$0.63$0.26$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.01$2.62$0.25
2012Summary only. Only limited summary data is available for this year.$1.97$0.00$1.97$0.21$0.23$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.01$2.02$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$0.88
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $1M-$5M nonprofits