Civic Intelligence

Santa Clara Methodist Retirement Foundation Inc.

990 • Fiscal year 2014 • EIN 94-2205588

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 09, 2015

Organization ProfileWWW.SCMRF.ORG

View Organization Page

890 Main St95050

(408) 374-9511

Siviq Scores

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

Liabilities / Assets

47th percentile

0.21x

Higher debt load relative to assets than 47% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.44x

Higher debt load relative to revenue than 64% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

38th percentile

$137,649

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

7.4%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$10,269,648

Up $1,040,261 (+11%) from 2013

Net Assets

Up

$8,073,735

Up $1,320,915 (+20%) from 2013

Liabilities

Down

$2,195,913

Down $280,654 (-11%) from 2013

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin80th percentile

Revenue

$4,989,039

No earlier filing loaded for comparison.

Expenses

Up

$3,859,111

Up $65,080 (+1.7%) from 2013

Net Income

$1,129,928

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$60M$40M$20M$0Assets 2010: $8,597,353Liabilities 2010: $3,972,737Net Assets 2010: $4,624,6162010Assets 2011: $8,985,853Liabilities 2011: $3,553,946Net Assets 2011: $5,431,9072011Assets 2012: $9,055,052Liabilities 2012: $3,227,865Net Assets 2012: $5,827,1872012Assets 2013: $9,229,387Liabilities 2013: $2,476,567Net Assets 2013: $6,752,8202013Assets 2014: $10,269,648Liabilities 2014: $2,195,913Net Assets 2014: $8,073,7352014Assets 2015: $10,568,680Liabilities 2015: $1,867,466Net Assets 2015: $8,701,2142015Assets 2016: $11,140,236Liabilities 2016: $1,424,954Net Assets 2016: $9,715,2822016Assets 2017: $13,310,658Liabilities 2017: $1,251,300Net Assets 2017: $12,059,3582017Assets 2018: $14,593,096Liabilities 2018: $728,346Net Assets 2018: $13,864,7502018Assets 2019: $15,460,013Liabilities 2019: $276,166Net Assets 2019: $15,183,8472019Assets 2020: $37,829,071Liabilities 2020: $21,731,788Net Assets 2020: $16,097,2832020Assets 2021: $39,983,720Liabilities 2021: $22,286,792Net Assets 2021: $17,696,9282021Assets 2022: $46,168,194Liabilities 2022: $29,422,278Net Assets 2022: $16,745,9162022Assets 2023: $36,263,030Liabilities 2023: $20,186,429Net Assets 2023: $16,076,6012023Assets 2024: $36,872,594Liabilities 2024: $20,478,242Net Assets 2024: $16,394,3522024

Highlighted filing

2014

Assets$10,269,648
Liabilities$2,195,913
Net Assets$8,073,735
Open 2014 Filing

Operations Trend

Revenue Growth59th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,679,2722010Revenue 2011: $4,364,958Expenses 2011: $3,750,665Net Income 2011: $614,2932011Revenue 2012: $4,322,344Expenses 2012: $3,778,493Net Income 2012: $543,8512012Expenses 2013: $3,794,0312013Revenue 2014: $4,989,039Expenses 2014: $3,859,111Net Income 2014: $1,129,9282014Revenue 2015: $4,972,214Expenses 2015: $4,104,132Net Income 2015: $868,0822015Revenue 2016: $5,698,011Expenses 2016: $4,517,756Net Income 2016: $1,180,2552016Revenue 2017: $7,912,682Expenses 2017: $5,914,038Net Income 2017: $1,998,6442017Revenue 2018: $6,826,030Expenses 2018: $5,172,141Net Income 2018: $1,653,8892018Revenue 2019: $6,687,090Expenses 2019: $5,367,192Net Income 2019: $1,319,8982019Revenue 2020: $6,403,870Expenses 2020: $5,571,970Net Income 2020: $831,9002020Revenue 2021: $6,625,297Expenses 2021: $6,041,816Net Income 2021: $583,4812021Revenue 2022: $6,648,408Expenses 2022: $6,969,734Net Income 2022: -$321,3262022Revenue 2023: $7,012,376Expenses 2023: $7,522,945Net Income 2023: -$510,5692023Revenue 2024: $7,116,281Expenses 2024: $6,798,530Net Income 2024: $317,7512024

Highlighted filing

2014

Revenue$4,989,039
Expenses$3,859,111
Net Income$1,129,928
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 9, 2015
Return Version
2013v4.0
Gross Receipts
$5,885,546
Mission and Program Overview

Mission

To provide innovative affordable housing and services to low income seniors in santa clara county so people in this community can live their entire lives with safety, dignity and respect.

To provide quality housing and services for low income elderly and physically handicapped.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,069,448$4,384,888▲ $315,440
Investments in Publicly Traded Securities$2,801,408$3,179,786▲ $378,378
Savings and Temporary Cash Investments$1,125,872$880,137▼ $245,735
Prepaid Expenses and Deferred Charges$12,040$11,270▼ $770
Accounts Receivable$4,287$10,065▲ $5,778
Cash and Non-Interest-Bearing Accounts$699$655▼ $44
Total Assets$9,229,387$10,269,648▲ $1,040,261
Other Assets Total$1,215,633$1,802,847▲ $587,214
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,155,424$1,847,475▼ $307,949
Accounts Payable and Accrued Expenses$253,288$279,096▲ $25,808
Other Liabilities$67,757$69,342▲ $1,585
Deferred Revenue$98$0▼ $98
Total Liabilities$2,476,567$2,195,913▼ $280,654
Net Assets / Fund Balance
Unrestricted Net Assets$6,752,820$8,073,735▲ $1,320,915
Total Net Assets Fund Balance$6,752,820$8,073,735▲ $1,320,915
Total Liabilities and Net Assets / Fund Balance$9,229,387$10,269,648▲ $1,040,261

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,984,292$7,448,220$10,432,512
Other Land Buildings$718,292$1,130,645$1,848,937
Equipment$432,755$969,659$1,402,414
Land$249,549-$249,549
Other Assets Org$73,741--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marek KiebasinskiManagementFT$119,590$18,059$137,649
Kathleen a BettsManagementFT$116,228$9,762$125,990
Priscilla J HaynesExecutive DirectorFT$56,650$4,318$60,968

Board Members and Trustees

NameTitle
Joe CampbellPresident
Michael CresapVice President
Diana LoveladyBoard of Director
Donna MarenciaBoard of Director
George ClevelandBoard of Director
Jim OrthBoard of Director
Joshua SulaimanBoard of Director
Rev Alice ObergBoard of Director
Rev Kathy McshaneBoard of Director
Rev Vathanak HeangBoard of Director
Roger MilletteBoard of Director
Rona LaytonBoard of Director
Ronald SchwartzBoard of Director
Russ BritschgiBoard of Director
Russell TannerBoard of Director
Theodore ChamberlainBoard of Director
Lawrence OlsonSecretary
Jerry GilesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$260,119
Program Service Revenue
$4,491,015
Investment Income
$237,905
Other Revenue
$0
All Other Contributions
$260,119
Change in Net Assets
$1,129,928

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,754,785
Revenue Not Reported on Financial Statements
$234,254
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$234,254
Total Revenue per Audited Statements
$4,754,785
Total Revenue per Form 990
$4,989,039
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,334,629
Salaries, Compensation, and Employee Benefits$1,524,482
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,014,512$221,944-$1,236,456
Occupancy$845,740$185,022-$1,030,762
Depreciation Depletion$408,235$89,309-$497,544
Other Employee Benefits$97,319$21,290-$118,609
Office Expenses$77,374$16,927-$94,301
Payroll Taxes$75,840$16,592-$92,432
Pension Plan Contributions$63,166$13,819-$76,985
Fees for Services Accounting$62,704$13,718-$76,422
Insurance$42,669$9,335-$52,004
Fees for Service Investment Mgmnt Fees$18,444$4,035-$22,479
Conferences and Meetings$17,240$3,771-$21,011
Fees for Services Legal$1,924$421-$2,345
Other Expenses$701$0-$701
Total Functional Expenses$3,261,703$597,408$0$3,859,111

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,859,111
Expenses per Audited Statements$3,825,076
Total Expenses per Audited Statements$3,825,076
Expenses Not Reported on Financial Statements$34,035
Other Expense Adjustments$11,556
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$69,342
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Part VI, Section B, Line 11

“The finance committee is tasked by the board of directors with the responsibility for reviewing the irs form 990 in detail and for making a recommendation to the full board for approval of the form 990. A copy of the form 990 is available to all board members at the board meeting for review, prior to accepting the finance committee's recommendation. The form 990 is filed upon action by the board of directors approving the finance committee's recommendation.”

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

“Each board member, officer, committee member, and foundation member is required to acknowledge, not less than annually, that he or she has read and is in compliance with the conflict of interest policy. This form is available for public consideration.”

Form 990, Part VI, Section B, Line 15A

“The board administration and personnel committee reviews and recommends to the board, the executive compensation, based on performance, seniority, importance of position to the organization, and comparability data within industry standards. The executive is not present for or included in these discussions. Form 990, part vi, section b, line 15b: not applicable.”

Form 990, Part VI, Section C, Line 19

“All policies, tax returns, and financial statements are available for public review upon request. Form 990 is also available for review on public website www.foundationcenter.org and www2.guidestar.org.”

Filing and Contact Details

Filer

EIN
94-2205588
Phone
4083749511

Signing Officer

Name
Priscilla J Haynes
Title
Executive Director
Phone
4083749511
Signed
2015-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Priscilla J Haynes
Formed
1965
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
25
Volunteers
25

Preparer

Preparer
Janet L Holland
Phone
4157812500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING 3.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Each year, management considers whether any material tax position the organization has taken is more likely than not to be sustained upon examination by the applicable taxing authority. Management believes that any positions the organization has taken are supported by substantial authority and, hence, do not need to be measured or disclosed in these financial statements. Tax returns for years subsequent to june 30, 2009 are subject to examination by federal and state tax authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“ROUNDING: -$0”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fund investment income: $229845 fund donations: $4409”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“ROUNDING: -$1”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Fund additional expenses: $11,556”

PART XI, LINE 2D, LINE 4A, AND LINE 4B:

“The tax return for the organization includes amounts from an unaudited fund as follows: revenue - donation revenue of $4,409; - interest and dividend income of $181,285 - realized gains of $48,560 - unrealized gains of $190,984 expenses - investment management fee expenses of $22,479 - other expenses of $10,855 total change of net assets: $1,320,211.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1856650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19116228
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20119590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20MANAGEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt048560
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0945067
IRS990/GrossReceiptsAmt05885546
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09335
IRS990/InsuranceGrp/ProgramServicesAmt042669
IRS990/InsuranceGrp/TotalAmt052004
IRS990/InvestmentIncomeGrp/ExclusionAmt0189345
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0189345
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02801408
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03179786
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09548524
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04069448
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04384888
IRS990/LandBldgEquipCostOrOtherBssAmt013933412
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0896507
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE QUALITY LIVING FOR LOW INCOME ELDERLY AND PHYSICALLY HANDICAPPED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02155424
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01847475
IRS990/NetAssetsOrFundBalancesBOYAmt06752820
IRS990/NetAssetsOrFundBalancesEOYAmt08073735
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt048560
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt048560
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0190984
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0185022
IRS990/OccupancyGrp/ProgramServicesAmt0845740
IRS990/OccupancyGrp/TotalAmt01030762
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016927
IRS990/OfficeExpensesGrp/ProgramServicesAmt077374
IRS990/OfficeExpensesGrp/TotalAmt094301
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01215633
IRS990/OtherAssetsTotalGrp/EOYAmt01802847
IRS990/OtherChangesInNetAssetsAmt03
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021290
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt097319
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0118609
IRS990/OtherExpensesGrp/Desc0MEAL SERVICE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2CHARITABLE CONTRIBUTION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11225
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt0530236
IRS990/OtherExpensesGrp/ProgramServicesAmt15599
IRS990/OtherExpensesGrp/ProgramServicesAmt2701
IRS990/OtherExpensesGrp/TotalAmt0530236
IRS990/OtherExpensesGrp/TotalAmt16824
IRS990/OtherExpensesGrp/TotalAmt2701
IRS990/OtherLiabilitiesGrp/BOYAmt067757
IRS990/OtherLiabilitiesGrp/EOYAmt069342
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0221944
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01014512
IRS990/OtherSalariesAndWagesGrp/TotalAmt01236456
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016592
IRS990/PayrollTaxesGrp/ProgramServicesAmt075840
IRS990/PayrollTaxesGrp/TotalAmt092432
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt013819
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt063166
IRS990/PensionPlanContributionsGrp/TotalAmt076985
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012040
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011270
IRS990/PrincipalOfficerNm0PRISCILLA J HAYNES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0LOW INCOME HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04491015
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04491015
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt038154
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0170087
IRS990/PYOtherExpensesAmt02320964
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04450464
IRS990/PYRevenuesLessExpensesAmt0864674
IRS990/PYSalariesCompEmpBnftPaidAmt01473067
IRS990/PYTotalExpensesAmt03794031
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04658705
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01129928
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04491015
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01125872
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0880137
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0260119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038154
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05907
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0318772
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0189345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt092770
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0104917
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt063404
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt055962
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0506398
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04491015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04450464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04246101
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04210366
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03949016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021346962
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0189345
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt092770
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0104917
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt063404
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt055962
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0506398
IRS990ScheduleA/InvestmentIncomeCYPct00.02280
IRS990ScheduleA/InvestmentIncomePYPct00.01900
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97720
IRS990ScheduleA/PublicSupportPY509Pct00.98100

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,269,648
Liabilities
$2,195,913
Net assets
$8,073,735
Revenue
$4,989,039
Expenses
$3,859,111
Net income
$1,129,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.9$20.5$16.4$7.12$6.80$0.32
2023Detailed filing. Detailed filing data is available for this year.$36.3$20.2$16.1$7.01$7.52$0.51
2022Detailed filing. Detailed filing data is available for this year.$46.2$29.4$16.7$6.65$6.97$0.32
2021Detailed filing. Detailed filing data is available for this year.$40.0$22.3$17.7$6.63$6.04$0.58
2020Detailed filing. Detailed filing data is available for this year.$37.8$21.7$16.1$6.40$5.57$0.83
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.28$15.2$6.69$5.37$1.32
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.73$13.9$6.83$5.17$1.65
2017Detailed filing. Detailed filing data is available for this year.$13.3$1.25$12.1$7.91$5.91$2.00
2016Detailed filing. Detailed filing data is available for this year.$11.1$1.42$9.72$5.70$4.52$1.18
2015Detailed filing. Detailed filing data is available for this year.$10.6$1.87$8.70$4.97$4.10$0.87
2014Detailed filing. Detailed filing data is available for this year.$10.3$2.20$8.07$4.99$3.86$1.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.23$2.48$6.75$3.79
2012Summary only. Only limited summary data is available for this year.$9.06$3.23$5.83$4.32$3.78$0.54
2011Summary only. Only limited summary data is available for this year.$8.99$3.55$5.43$4.36$3.75$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.60$3.97$4.62$3.68