Civic Intelligence

Santa Clara Methodist Retirement Foundation Inc.

990 • Fiscal year 2016 • EIN 94-2205588

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 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

38th percentile

0.13x

Higher debt load relative to assets than 38% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

50th percentile

0.25x

Higher debt load relative to revenue than 50% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

81st percentile

21%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$170,915

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

64th percentile

5.4%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$11,140,236

Up $571,556 (+5.4%) from 2015

Net Assets

Up

$9,715,282

Up $1,014,068 (+12%) from 2015

Liabilities

Down

$1,424,954

Down $442,512 (-24%) from 2015

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin81st percentile

Revenue

Up

$5,698,011

Up $725,797 (+15%) from 2015

Expenses

Up

$4,517,756

Up $413,624 (+10%) from 2015

Net Income

Up

$1,180,255

Up $312,173 (+36%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2016

Assets$11,140,236
Liabilities$1,424,954
Net Assets$9,715,282
Open 2016 Filing

Operations Trend

Revenue Growth75th 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

2016

Revenue$5,698,011
Expenses$4,517,756
Net Income$1,180,255
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$6,905,655
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$4,208,037$4,491,489▲ $283,452
Investments in Publicly Traded Securities$3,235,061$3,009,292▼ $225,769
Savings and Temporary Cash Investments$908,903$1,388,344▲ $479,441
Prepaid Expenses and Deferred Charges$10,513$9,684▼ $829
Accounts Receivable$89,009$7,566▼ $81,443
Cash and Non-Interest-Bearing Accounts$2,402$1,001▼ $1,401
Total Assets$10,568,680$11,140,236▲ $571,556
Other Assets Total$2,114,755$2,232,860▲ $118,105
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,520,629$1,173,727▼ $346,902
Accounts Payable and Accrued Expenses$275,331$182,871▼ $92,460
Other Liabilities$71,506$68,356▼ $3,150
Total Liabilities$1,867,466$1,424,954▼ $442,512
Net Assets / Fund Balance
Unrestricted Net Assets$8,701,214$9,715,282▲ $1,014,068
Total Net Assets Fund Balance$8,701,214$9,715,282▲ $1,014,068
Total Liabilities and Net Assets / Fund Balance$10,568,680$11,140,236▲ $571,556

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,732,014$7,999,233$10,731,247
Equipment$840,357$1,260,571$2,100,928
Other Land Buildings$487,011$1,088,843$1,575,854
Land$249,549-$249,549
Leasehold Improvements$182,558-$182,558
Other Assets Org$7,667--
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Priscilla J HaynesExecutive DirectorFT$143,158$16,017$159,175
Marek KiebasinskiManagementFT$126,444$21,865$148,309
Winthrop MarshallDirector of FinanceFT$127,563$10,762$138,325
Kathleen a BettsManagementFT$110,472$20,848$131,320

Board Members and Trustees

NameTitle
Joe CampbellPresident
Michael CresapVice President
Dave ParkerBoard of Director
Diana LoveladyBoard of Director
Donna MarenciaBoard of Director
George ClevelandBoard of Director
Joshua SulaimanBoard 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
Revenue and Support

Revenue Composition

Contributions and Grants
$4,033,963
Program Service Revenue
$1,671,428
Investment Income
$-7,380
Other Revenue
$0
All Other Contributions
$4,033,963
Change in Net Assets
$1,180,255

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,707,683
Revenue Not Reported on Financial Statements
$-9,672
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-9,672
Total Revenue per Audited Statements
$5,707,683
Total Revenue per Form 990
$5,698,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,650,065
Salaries, Compensation, and Employee Benefits$1,860,191
Grants and Similar Amounts Paid$7,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$953,201$230,312-$1,183,513
Other Salaries and Wages$851,908$216,632-$1,068,540
Depreciation Depletion$430,215$103,948-$534,163
Current Officers, Directors, Trustees, and Key Employees$187,173$187,173-$374,346
Other Employee Benefits$188,082$45,444-$233,526
Office Expenses$148,681$35,924-$184,605
Payroll Taxes$86,580$20,919-$107,499
Pension Plan Contributions$61,436$14,844-$76,280
Fees for Services Accounting$25,245$6,100-$31,345
Conferences and Meetings$25,052$6,053-$31,105
Fees for Service Investment Mgmnt Fees$18,346$4,433-$22,779
Grants to Domestic Orgs$7,500--$7,500
Fees for Services Legal$780$188-$968
Other Expenses$536$130-$666
Total Functional Expenses$3,645,656$872,100$0$4,517,756

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,517,756
Expenses per Audited Statements$4,463,432
Total Expenses per Audited Statements$4,463,432
Expenses Not Reported on Financial Statements$54,324
Other Expense Adjustments$31,511
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.$7,500
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$68,356
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 www.guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Santa Clara Methodist Retirement
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
2016-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Priscilla J Haynes
Formed
1965
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
26
Volunteers
15

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 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 133,740. Fund donations 7,123. Realized loss from fund -150,535.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Fund additional expenses 31,511.”

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 $7,123; - interest and dividend income of $133,740 - realized loss of $150,535 expenses - investment management fee expenses of $22,813 - other expenses of $31,511 total change of net assets: $1,180,255”

Raw XML AppendixShowing 400 of 581 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD OF DIRECTOR
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/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt16MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17MANAGEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-150535
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt07500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01057109
IRS990/GrossReceiptsAmt06905655
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0143155
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0143155
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03235061
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03009292
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010348647
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04208037
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04491489
IRS990/LandBldgEquipCostOrOtherBssAmt014840136
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01207644
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/BOYAmt01520629
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01173727
IRS990/NetAssetsOrFundBalancesBOYAmt08701214
IRS990/NetAssetsOrFundBalancesEOYAmt09715282
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-150535
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-150535
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-166187
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0230312
IRS990/OccupancyGrp/ProgramServicesAmt0953201
IRS990/OccupancyGrp/TotalAmt01183513
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt035924
IRS990/OfficeExpensesGrp/ProgramServicesAmt0148681
IRS990/OfficeExpensesGrp/TotalAmt0184605
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02114755
IRS990/OtherAssetsTotalGrp/EOYAmt02232860
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt045444
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0188082
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0233526
IRS990/OtherExpensesGrp/Desc0MEAL SERVICE
IRS990/OtherExpensesGrp/Desc1HEALTHCARE AND SERVICE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0130
IRS990/OtherExpensesGrp/ProgramServicesAmt0576789
IRS990/OtherExpensesGrp/ProgramServicesAmt184132
IRS990/OtherExpensesGrp/ProgramServicesAmt2536
IRS990/OtherExpensesGrp/TotalAmt0576789
IRS990/OtherExpensesGrp/TotalAmt184132
IRS990/OtherExpensesGrp/TotalAmt2666
IRS990/OtherLiabilitiesGrp/BOYAmt071506
IRS990/OtherLiabilitiesGrp/EOYAmt068356
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0216632
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0851908
IRS990/OtherSalariesAndWagesGrp/TotalAmt01068540
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020919
IRS990/PayrollTaxesGrp/ProgramServicesAmt086580
IRS990/PayrollTaxesGrp/TotalAmt0107499
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014844
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt061436
IRS990/PensionPlanContributionsGrp/TotalAmt076280
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010513
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09684
IRS990/PrincipalOfficerNm0PRISCILLA J HAYNES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0LOW INCOME HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01671428
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01671428
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03029524
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt08000
IRS990/PYInvestmentIncomeAmt0331870
IRS990/PYOtherExpensesAmt02352851
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01610820
IRS990/PYRevenuesLessExpensesAmt0868082
IRS990/PYSalariesCompEmpBnftPaidAmt01743281
IRS990/PYTotalExpensesAmt04104132
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04972214
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01180255
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01671428
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0908903
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01388344
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04033963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03029524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0260119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038154
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07369225
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0143155
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0210969
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0189345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt092770
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0104917
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0741156
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01671428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01610820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04491015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04450464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04246101
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016469828
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0143155
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0210969
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0189345
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt092770
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0104917
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0741156
IRS990ScheduleA/InvestmentIncomeCYPct00.03020
IRS990ScheduleA/InvestmentIncomePYPct00.02870
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96980
IRS990ScheduleA/PublicSupportPY509Pct00.97130
IRS990ScheduleA/PublicSupportTotal509Amt023839053
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05705391
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04640344
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04751134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04488618
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04253566
IRS990ScheduleA/Total509Grp/TotalAmt023839053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05848546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04851313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04940479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04581388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04358483
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt024580209
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02732014
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07999233
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010731247
IRS990ScheduleD/EquipmentGrp/BookValueAmt0840357
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01260571
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02100928
IRS990ScheduleD/ExpensesNotReportedAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,140,236
Liabilities
$1,424,954
Net assets
$9,715,282
Revenue
$5,698,011
Expenses
$4,517,756
Net income
$1,180,255
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