Civic Intelligence

Santa Clara Methodist Retirement Foundation Inc.

990 • Fiscal year 2017 • EIN 94-2205588

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 04, 2018

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

35th percentile

0.09x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

0.16x

Higher debt load relative to revenue than 40% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$164,433

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

39%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$13,310,658

Up $2,170,422 (+19%) from 2016

Net Assets

Up

$12,059,358

Up $2,344,076 (+24%) from 2016

Liabilities

Down

$1,251,300

Down $173,654 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin82nd percentile

Revenue

Up

$7,912,682

Up $2,214,671 (+39%) from 2016

Expenses

Up

$5,914,038

Up $1,396,282 (+31%) from 2016

Net Income

Up

$1,998,644

Up $818,389 (+69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2017

Assets$13,310,658
Liabilities$1,251,300
Net Assets$12,059,358
Open 2017 Filing

Operations Trend

Revenue Growth85th 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

2017

Revenue$7,912,682
Expenses$5,914,038
Net Income$1,998,644
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 4, 2018
Return Version
2016v3.0
Gross Receipts
$7,912,682
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$4,491,489$5,869,623▲ $1,378,134
Investments in Publicly Traded Securities$3,009,292$4,403,406▲ $1,394,114
Savings and Temporary Cash Investments$1,388,344$216,438▼ $1,171,906
Prepaid Expenses and Deferred Charges$9,684$8,430▼ $1,254
Cash and Non-Interest-Bearing Accounts$1,001$4,956▲ $3,955
Accounts Receivable$7,566$3,414▼ $4,152
Total Assets$11,140,236$13,310,658▲ $2,170,422
Other Assets Total$2,232,860$2,804,391▲ $571,531
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,173,727$805,540▼ $368,187
Accounts Payable and Accrued Expenses$182,871$377,250▲ $194,379
Other Liabilities$68,356$68,510▲ $154
Total Liabilities$1,424,954$1,251,300▼ $173,654
Net Assets / Fund Balance
Unrestricted Net Assets$9,715,282$12,059,358▲ $2,344,076
Total Net Assets Fund Balance$9,715,282$12,059,358▲ $2,344,076
Total Liabilities and Net Assets / Fund Balance$11,140,236$13,310,658▲ $2,170,422

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,215,757$8,296,426$11,512,183
Equipment$1,095,380$1,206,166$2,301,546
Other Land Buildings$1,132,462$932,990$2,065,452
Land$249,549-$249,549
Leasehold Improvements$176,475-$176,475
Other Assets Org$4,964--
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Priscilla J HaynesExecutive DirectorFT$139,071$12,561$151,632
Winthrop MarshallDirector of FinanceFT$128,685$21,047$149,732
Kathleen a BettsManagementFT$114,945$23,782$138,727

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
Jim Orth MdBoard of Director
Joshua SulaimanBoard of Director
Rev Kathi 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
Lawrence OlsonSecretary
Jerry GilesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,162,353
Program Service Revenue
$1,641,353
Investment Income
$108,976
Other Revenue
$0
All Other Contributions
$6,162,353
Change in Net Assets
$1,998,644

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,812,667
Revenue Not Reported on Financial Statements
$2,100,015
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$2,100,015
Total Revenue per Audited Statements
$5,812,667
Total Revenue per Form 990
$7,912,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,990,041
Salaries, Compensation, and Employee Benefits$1,923,797
Grants and Similar Amounts Paid$200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$1,087,479$267,129-$1,354,608
Other Salaries and Wages$771,917$239,821-$1,011,738
Depreciation Depletion$452,270$111,096-$563,366
Current Officers, Directors, Trustees, and Key Employees$229,395$229,395-$458,790
Other Employee Benefits$200,433$49,234-$249,667
Office Expenses$144,774$35,562-$180,336
Payroll Taxes$88,391$21,712-$110,103
Pension Plan Contributions$75,061$18,438-$93,499
Fees for Services Accounting$27,791$6,826-$34,617
Conferences and Meetings$25,092$6,164-$31,256
Fees for Service Investment Mgmnt Fees$22,475$5,521-$27,996
Other Expenses$2,081$512-$2,593
Grants to Domestic Individuals$200--$200
Fees for Services Legal$53$13-$66
Total Functional Expenses$4,725,415$1,188,623$0$5,914,038

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,914,038
Expenses per Audited Statements$4,873,996
Total Expenses per Audited Statements$4,873,996
Expenses Not Reported on Financial Statements$1,040,042
Other Expense Adjustments$1,012,046
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$68,510
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 11B

“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
2018-04-04
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
30
Volunteers
15

Preparer

Firm
Squar Milner Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105-1815
Preparer
Deborah Kaminski
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 92,217. Fund donations 2,003,271. Realized gain from fund 4,527.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Fund additional expenses 1,012,046.”

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 $2,003,270 - interest and dividend income of $92,217 - realized gain of $4,527 expenses - investment management fee expenses of $27,996 - other expenses of $1,012,046 total change of net assets: $2,344,076”

Raw XML AppendixShowing 400 of 605 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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17139071
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18128685
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19114945
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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
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt19MANAGEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04527
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0200
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0200
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0200
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04527
IRS990/GrossReceiptsAmt07912682
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0104449
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0104449
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03009292
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04403406
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010435582
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04491489
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05869623
IRS990/LandBldgEquipCostOrOtherBssAmt016305205
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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/BOYAmt01173727
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0805540
IRS990/NetAssetsOrFundBalancesBOYAmt09715282
IRS990/NetAssetsOrFundBalancesEOYAmt012059358
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04527
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04527
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0345432
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0267129
IRS990/OccupancyGrp/ProgramServicesAmt01087479
IRS990/OccupancyGrp/TotalAmt01354608
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt035562
IRS990/OfficeExpensesGrp/ProgramServicesAmt0144774
IRS990/OfficeExpensesGrp/TotalAmt0180336
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02232860
IRS990/OtherAssetsTotalGrp/EOYAmt02804391
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt049234
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0200433
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0249667
IRS990/OtherExpensesGrp/Desc0TRANSFERS TO LPL
IRS990/OtherExpensesGrp/Desc1MEAL SERVICE
IRS990/OtherExpensesGrp/Desc2HEALTHCARE AND SERVICE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0197200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1512
IRS990/OtherExpensesGrp/ProgramServicesAmt0802800
IRS990/OtherExpensesGrp/ProgramServicesAmt1568787
IRS990/OtherExpensesGrp/ProgramServicesAmt2226416
IRS990/OtherExpensesGrp/ProgramServicesAmt32081
IRS990/OtherExpensesGrp/TotalAmt01000000
IRS990/OtherExpensesGrp/TotalAmt1568787
IRS990/OtherExpensesGrp/TotalAmt2226416
IRS990/OtherExpensesGrp/TotalAmt32593
IRS990/OtherLiabilitiesGrp/BOYAmt068356
IRS990/OtherLiabilitiesGrp/EOYAmt068510
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0239821
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0771917
IRS990/OtherSalariesAndWagesGrp/TotalAmt01011738
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021712
IRS990/PayrollTaxesGrp/ProgramServicesAmt088391
IRS990/PayrollTaxesGrp/TotalAmt0110103
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt018438
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt075061
IRS990/PensionPlanContributionsGrp/TotalAmt093499
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09684
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08430
IRS990/PrincipalOfficerNm0PRISCILLA J HAYNES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0LOW INCOME HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01641353
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01641353
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04033963
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt07500
IRS990/PYInvestmentIncomeAmt0-7380
IRS990/PYOtherExpensesAmt02650065
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01671428
IRS990/PYRevenuesLessExpensesAmt01180255
IRS990/PYSalariesCompEmpBnftPaidAmt01860191
IRS990/PYTotalExpensesAmt04517756
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05698011
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01998644
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01641353
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01388344
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0216438
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06162353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04033963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03029524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0260119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt038154
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013524113
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0104449
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0143155
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0210969
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0189345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt092770
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0740688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01641353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01671428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01610820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04491015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04450464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt013865080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0104449
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0143155
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0210969
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0189345
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt092770
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0740688
IRS990ScheduleA/InvestmentIncomeCYPct00.02630
IRS990ScheduleA/InvestmentIncomePYPct00.03020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97370
IRS990ScheduleA/PublicSupportPY509Pct00.96980
IRS990ScheduleA/PublicSupportTotal509Amt027389193
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,310,658
Liabilities
$1,251,300
Net assets
$12,059,358
Revenue
$7,912,682
Expenses
$5,914,038
Net income
$1,998,644
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