Civic Intelligence

Santa Clara Methodist Retirement Foundation Inc.

990 • Fiscal year 2019 • EIN 94-2205588

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 13, 2020

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

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.04x

Higher debt load relative to revenue than 15% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$189,671

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

58th percentile

5.9%

Faster asset growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-2.0%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$15,460,013

Up $866,917 (+5.9%) from 2018

Net Assets

Up

$15,183,847

Up $1,319,097 (+9.5%) from 2018

Liabilities

Down

$276,166

Down $452,180 (-62%) from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin79th percentile

Revenue

Down

$6,687,090

Down $138,940 (-2.0%) from 2018

Expenses

Up

$5,367,192

Up $195,051 (+3.8%) from 2018

Net Income

Down

$1,319,898

Down $333,991 (-20%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2019

Assets$15,460,013
Liabilities$276,166
Net Assets$15,183,847
Open 2019 Filing

Operations Trend

Revenue Growth32nd 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

2019

Revenue$6,687,090
Expenses$5,367,192
Net Income$1,319,898
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 13, 2020
Return Version
2018v3.1
Gross Receipts
$8,484,490
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,217,269$8,111,629▲ $894,360
Investments in Publicly Traded Securities$4,644,838$4,756,481▲ $111,643
Cash and Non-Interest-Bearing Accounts$103,906$292,098▲ $188,192
Savings and Temporary Cash Investments$316,540$259,810▼ $56,730
Prepaid Expenses and Deferred Charges$7,459$23,327▲ $15,868
Accounts Receivable$1,007$5,374▲ $4,367
Total Assets$14,593,096$15,460,013▲ $866,917
Other Assets Total$2,302,077$2,011,294▼ $290,783
Liabilities
Mortgage Notes Payable Secured by Investment Property$400,829--
Accounts Payable and Accrued Expenses$256,802$208,477▼ $48,325
Other Liabilities$70,715$67,689▼ $3,026
Total Liabilities$728,346$276,166▼ $452,180
Net Assets / Fund Balance
Unrestricted Net Assets$13,864,750$15,183,847▲ $1,319,097
Total Net Assets Fund Balance$13,864,750$15,183,847▲ $1,319,097
Total Liabilities and Net Assets / Fund Balance$14,593,096$15,460,013▲ $866,917

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,404,563$8,835,572$13,240,135
Other Land Buildings$1,875,971$1,075,211$2,951,182
Equipment$1,391,445$1,394,450$2,785,895
Land$439,650-$439,650
Other Assets Org$61,370--
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Priscilla J HaynesExecutive DirectorFT$155,802$33,869$189,671
Winthrop MarshallDirector of FinanceFT$137,337$28,129$165,466
Kathleen a BettsManagementFT$124,108$27,408$151,516
Christine NguyenManagementFT$112,207$20,387$132,594

Board Members and Trustees

NameTitle
Michael CresapPresident
Dave ParkerVice President
Cynethia RovnaghiBoard of Director
Dawn Mac DonaldBoard of Director
Joe SweeneyBoard of Director
Joshua SulaimanBoard of Director
Rev Ouk-yean Kim JuengBoard of Director
Rev Vathanak HeangBoard of Director
Diana LoveladySecretary
Roy TruittTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,585,152
Program Service Revenue
$1,928,747
Investment Income
$173,191
Other Revenue
$0
All Other Contributions
$65,982
Change in Net Assets
$1,319,898

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,687,090
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-801
Total Revenue per Audited Statements
$6,686,289
Total Revenue per Form 990
$6,687,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,284,335
Salaries, Compensation, and Employee Benefits$2,067,857
Grants and Similar Amounts Paid$15,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$950,413$288,409-$1,238,822
Fees for Services Other$762,702--$762,702
Depreciation Depletion$579,160$144,789-$723,949
Occupancy$444,529$181,386-$625,915
Current Officers, Directors, Trustees, and Key Employees-$327,135-$327,135
Insurance$246,232$61,559-$307,791
Other Employee Benefits$195,997$48,999-$244,996
Pension Plan Contributions$111,862$27,965-$139,827
Office Expenses$92,056$26,164-$118,220
Payroll Taxes$93,662$23,415-$117,077
Information Technology$65,152$16,288-$81,440
Conferences and Meetings$58,465$21,745-$80,210
Fees for Services Accounting-$36,423-$36,423
Fees for Service Investment Mgmnt Fees-$34,665-$34,665
Interest$20,322$5,080-$25,402
Grants to Domestic Orgs$15,000--$15,000
Fees for Services Legal-$2,416-$2,416
Other Expenses$1,204$301-$1,505
Advertising$300$75-$375
Total Functional Expenses$4,026,385$1,340,807$0$5,367,192

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,367,192
Total Expenses per Audited Statements$5,367,192
Total Expenses per Form 990$5,367,192
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Heart of the Valley Services for Seniors IncSanta Clara, CA501(c)(3)To Support Services for Senior Citizens.$10,000
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$67,689
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 immediately disclose the existence and circumstances of potential conflict of itnerest transaction in writing. The person involved must refrain from attempting to influence others and must physically excuse himself/herself from any discussions about the transaction. Futhermore, each board member, officer, committee member, and foundation member is required 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

“Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

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
2020-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Priscilla J Haynes
Formed
1965
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
35
Volunteers
14

Preparer

Firm
Squar Milner Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105-1815
Preparer
Joua V Lo
Phone
4157812500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Translation services: program service expenses 12,693. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,693. Social service coordinator: program service expenses 133,670. Management and general expenses 0. Fundraising expenses 0. Total expenses 133,670. Dietary purchased services: program service expenses 616,339. Management and general expenses 0. Fundraising expenses 0. Total expenses 616,339.”

Financial Statement Notes

PART X, LINE 2:

“Santa clara methodist retirement foundation, inc. Has been granted tax exempt status under section 501(c)(3) by the internal revenue service (irs) and under section 23701(d) by the california franchise tax board. Accordingly, no provision has been made for such taxes in accompanying financial statement. 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.”

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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/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt12MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13MANAGEMENT
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-49944
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-801
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ProgramServicesAmt0444529
IRS990/OccupancyGrp/TotalAmt0625915
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026164
IRS990/OfficeExpensesGrp/ProgramServicesAmt092056
IRS990/OfficeExpensesGrp/TotalAmt0118220
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt02011294
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt048999
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0195997
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0244996
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1RESIDENT RELATIONS
IRS990/OtherExpensesGrp/Desc2MISC EXPENSES
IRS990/OtherExpensesGrp/Desc3BAD DEBTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt088478
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15515
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2301
IRS990/OtherExpensesGrp/ProgramServicesAmt0333763
IRS990/OtherExpensesGrp/ProgramServicesAmt133500
IRS990/OtherExpensesGrp/ProgramServicesAmt222066
IRS990/OtherExpensesGrp/ProgramServicesAmt31204
IRS990/OtherExpensesGrp/TotalAmt0422241
IRS990/OtherExpensesGrp/TotalAmt133500
IRS990/OtherExpensesGrp/TotalAmt227581
IRS990/OtherExpensesGrp/TotalAmt31505
IRS990/OtherLiabilitiesGrp/BOYAmt070715
IRS990/OtherLiabilitiesGrp/EOYAmt067689
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0288409
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0950413
IRS990/OtherSalariesAndWagesGrp/TotalAmt01238822
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023415
IRS990/PayrollTaxesGrp/ProgramServicesAmt093662
IRS990/PayrollTaxesGrp/TotalAmt0117077
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt027965
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0111862
IRS990/PensionPlanContributionsGrp/TotalAmt0139827
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07459
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023327
IRS990/PrincipalOfficerNm0PRISCILLA J HAYNES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0LOW INCOME HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01928747
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01928747
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04270128
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt016600
IRS990/PYInvestmentIncomeAmt0116722
IRS990/PYOtherExpensesAmt02926212
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02439180
IRS990/PYRevenuesLessExpensesAmt01653889
IRS990/PYSalariesCompEmpBnftPaidAmt02229329
IRS990/PYTotalExpensesAmt05172141
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06826030
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01319898
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01928747
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0316540
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0259810
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04585152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04270128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06162353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04033963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03029524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022081120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0223135
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0182488
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0104449
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0143155
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0210969
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0864196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01928747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02439180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01641353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01671428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01610820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09291528
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0223135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0182488
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0143155
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0864196
IRS990ScheduleA/InvestmentIncomeCYPct00.02680
IRS990ScheduleA/InvestmentIncomePYPct00.02730
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97320
IRS990ScheduleA/PublicSupportPY509Pct00.97270
IRS990ScheduleA/PublicSupportTotal509Amt031372648
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06709308
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07803706
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05705391
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04640344
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06891796
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04851313
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt032236844
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt04404563
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08835572
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013240135
IRS990ScheduleD/EquipmentGrp/BookValueAmt01391445
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01394450
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02785895
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,460,013
Liabilities
$276,166
Net assets
$15,183,847
Revenue
$6,687,090
Expenses
$5,367,192
Net income
$1,319,898
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