Civic Intelligence

Santa Clara Methodist Retirement Foundation Inc.

990 • Fiscal year 2015 • EIN 94-2205588

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 11, 2016

Organization ProfileWWW.SCMRF.ORG

View Organization Page

890 Main StSanta Clara, CA 95050

(408) 374-9511

Siviq Scores

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

Liabilities / Assets

44th percentile

0.18x

Higher debt load relative to assets than 44% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

60th percentile

0.38x

Higher debt load relative to revenue than 60% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

38th percentile

$140,429

Higher top officer pay than 38% of similar nonprofits.

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

57th percentile

2.9%

Faster asset growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

37th percentile

-0.3%

Faster revenue growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$10,568,680

Up $299,032 (+2.9%) from 2014

Net Assets

Up

$8,701,214

Up $627,479 (+7.8%) from 2014

Liabilities

Down

$1,867,466

Down $328,447 (-15%) from 2014

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin77th percentile

Revenue

Down

$4,972,214

Down $16,825 (-0.3%) from 2014

Expenses

Up

$4,104,132

Up $245,021 (+6.3%) from 2014

Net Income

Down

$868,082

Down $261,846 (-23%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2015

Assets$10,568,680
Liabilities$1,867,466
Net Assets$8,701,214
Open 2015 Filing

Operations Trend

Revenue Growth37th 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

2015

Revenue$4,972,214
Expenses$4,104,132
Net Income$868,082
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Gross Receipts
$7,426,625
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$4,384,888$4,208,037▼ $176,851
Investments in Publicly Traded Securities$3,179,786$3,235,061▲ $55,275
Savings and Temporary Cash Investments$880,137$908,903▲ $28,766
Accounts Receivable$10,065$89,009▲ $78,944
Prepaid Expenses and Deferred Charges$11,270$10,513▼ $757
Cash and Non-Interest-Bearing Accounts$655$2,402▲ $1,747
Total Assets$10,269,648$10,568,680▲ $299,032
Other Assets Total$1,802,847$2,114,755▲ $311,908
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,847,475$1,520,629▼ $326,846
Accounts Payable and Accrued Expenses$279,096$275,331▼ $3,765
Other Liabilities$69,342$71,506▲ $2,164
Total Liabilities$2,195,913$1,867,466▼ $328,447
Net Assets / Fund Balance
Unrestricted Net Assets$8,073,735$8,701,214▲ $627,479
Total Net Assets Fund Balance$8,073,735$8,701,214▲ $627,479
Total Liabilities and Net Assets / Fund Balance$10,269,648$10,568,680▲ $299,032

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,620,126$7,717,506$10,337,632
Equipment$645,923$1,216,604$1,862,527
Other Land Buildings$516,381$1,034,610$1,550,991
Land$249,549-$249,549
Leasehold Improvements$176,058-$176,058
Other Assets Org$8,171--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marek KiebasinskiManagementFT$119,590$20,839$140,429
Priscilla J HaynesExecutive DirectorFT$126,900$9,519$136,419
Kathleen a BettsManagementFT$101,747$19,845$121,592
Winthrop MarshallDirector of FinanceFT$18,674-$18,674

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
$3,029,524
Program Service Revenue
$1,610,820
Investment Income
$331,870
Other Revenue
$0
All Other Contributions
$3,029,524
Change in Net Assets
$868,082

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,648,301
Revenue Not Reported on Financial Statements
$323,913
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$323,913
Total Revenue per Audited Statements
$4,648,301
Total Revenue per Form 990
$4,972,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,352,851
Salaries, Compensation, and Employee Benefits$1,743,281
Grants and Similar Amounts Paid$8,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$833,007$201,270-$1,034,277
Other Salaries and Wages$806,662$213,151-$1,019,813
Depreciation Depletion$424,566$102,583-$527,149
Current Officers, Directors, Trustees, and Key Employees$162,800$162,800-$325,600
Other Employee Benefits$180,344$43,574-$223,918
Office Expenses$109,762$26,521-$136,283
Payroll Taxes$78,663$19,007-$97,670
Pension Plan Contributions$61,436$14,844-$76,280
Fees for Services Accounting$55,761$13,473-$69,234
Fees for Service Investment Mgmnt Fees$19,734$4,768-$24,502
Conferences and Meetings$11,827$2,858-$14,685
Grants to Domestic Orgs$8,000--$8,000
Other Expenses$2,861$691-$3,552
Fees for Services Legal$2,431$587-$3,018
Total Functional Expenses$3,298,005$806,127$0$4,104,132

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,104,132
Expenses per Audited Statements$4,061,779
Total Expenses per Audited Statements$4,061,779
Expenses Not Reported on Financial Statements$42,353
Other Expense Adjustments$17,850
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Heart of the Valley Services for Seniors IncSanta Clara, CA-To Suppport Services for Senior Citizens.$8,000
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$71,506
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, 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 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

Filer Name
Santa Clara Methodist Retirement Foundation Inc
EIN
94-2205588
Phone
4083749511
Address
890 MAIN ST, SANTA CLARA, CA 95050

Signing Officer

Name
Priscilla J Haynes
Title
Executive Director
Phone
4083749511
Signed
2016-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Priscilla J Haynes
Formed
1965
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
26
Volunteers
25

Preparer

Firm
Dzh Phillips Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105-1815
Preparer
Janet L Holland
Phone
4157812500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING 2.”

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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fund investment income: $199,490 fund donations: $3,522 realized gains from fund: $120,901”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Fund additional expenses:”

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 $3,522; - interest and dividend income of $199,490 - realized gains of $120,901 expenses - investment management fee expenses of $24,503 - other expenses of $17,850 total change of net assets: $1,149,642.”

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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/PersonNm21MAREK KIEBASINSKI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18126900
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1918674
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20101747
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21119590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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/ReportableCompFromRltdOrgAmt210
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/TitleTxt19DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt20MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21MANAGEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0120901
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt08000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02575312
IRS990/GrossReceiptsAmt07426625
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0210969
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0210969
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03179786
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03235061
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09968720
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04384888
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04208037
IRS990/LandBldgEquipCostOrOtherBssAmt014176757
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02454411
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/BOYAmt01847475
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01520629
IRS990/NetAssetsOrFundBalancesBOYAmt08073735
IRS990/NetAssetsOrFundBalancesEOYAmt08701214
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0120901
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0120901
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-240605
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0201270
IRS990/OccupancyGrp/ProgramServicesAmt0833007
IRS990/OccupancyGrp/TotalAmt01034277
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026521
IRS990/OfficeExpensesGrp/ProgramServicesAmt0109762
IRS990/OfficeExpensesGrp/TotalAmt0136283
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01802847
IRS990/OtherAssetsTotalGrp/EOYAmt02114755
IRS990/OtherChangesInNetAssetsAmt02
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt043574
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0180344
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0223918
IRS990/OtherExpensesGrp/Desc0MEAL SERVICE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0691
IRS990/OtherExpensesGrp/ProgramServicesAmt0540151
IRS990/OtherExpensesGrp/ProgramServicesAmt12861
IRS990/OtherExpensesGrp/TotalAmt0540151
IRS990/OtherExpensesGrp/TotalAmt13552
IRS990/OtherLiabilitiesGrp/BOYAmt069342
IRS990/OtherLiabilitiesGrp/EOYAmt071506
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0213151
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0806662
IRS990/OtherSalariesAndWagesGrp/TotalAmt01019813
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019007
IRS990/PayrollTaxesGrp/ProgramServicesAmt078663
IRS990/PayrollTaxesGrp/TotalAmt097670
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014844
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt061436
IRS990/PensionPlanContributionsGrp/TotalAmt076280
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011270
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010513
IRS990/PrincipalOfficerNm0PRISCILLA J HAYNES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0LOW INCOME HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01610820
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01610820
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0260119
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0237905
IRS990/PYOtherExpensesAmt02334629
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04491015
IRS990/PYRevenuesLessExpensesAmt01129928
IRS990/PYSalariesCompEmpBnftPaidAmt01524482
IRS990/PYTotalExpensesAmt03859111
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04989039
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0868082
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04621710
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0880137
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0908903
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03029524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0260119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038154
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03342389
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0210969
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0189345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt092770
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0104917
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt063404
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0661405
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01610820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04491015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04450464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04246101
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04210366
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019008766
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0210969
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0189345
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt092770
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0104917
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt063404
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0661405
IRS990ScheduleA/InvestmentIncomeCYPct00.02870

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,568,680
Liabilities
$1,867,466
Net assets
$8,701,214
Revenue
$4,972,214
Expenses
$4,104,132
Net income
$868,082
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