Civic Intelligence

Sourcewise

990 • Fiscal year 2016 • EIN 94-2256503

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization Profilewww.mysourcewise.com

View Organization Page

2115 The AlamedaSan Jose, CA 95126

(408) 296-8290

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.26x

Higher debt load relative to assets than 53% of similar nonprofits.

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

Liabilities / Revenue

36th percentile

0.14x

Higher debt load relative to revenue than 36% of similar nonprofits.

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

Net Margin

22nd percentile

-6.0%

Higher net margin than 22% of similar nonprofits.

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

Top Officer Pay

70th percentile

$245,101

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

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

Asset Growth

7th percentile

-12%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

37th percentile

-0.8%

Faster revenue growth than 37% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$5,971,633

Down $784,123 (-12%) from 2015

Net Assets

Down

$4,438,515

Down $761,491 (-15%) from 2015

Liabilities

Down

$1,533,118

Down $22,632 (-1.5%) from 2015

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin22nd percentile

Revenue

Down

$10,799,967

Down $87,803 (-0.8%) from 2015

Expenses

Up

$11,447,795

Up $275,496 (+2.5%) from 2015

Net Income

Down

-$647,828

Down $363,299 (-128%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$10M$5.0M$0Assets 2011: $8,400,959Liabilities 2011: $2,120,216Net Assets 2011: $6,280,7432011Assets 2012: $8,038,996Liabilities 2012: $2,021,418Net Assets 2012: $6,017,5782012Assets 2013: $7,620,435Liabilities 2013: $1,784,932Net Assets 2013: $5,835,5032013Assets 2014: $6,791,140Liabilities 2014: $1,306,605Net Assets 2014: $5,484,5352014Assets 2015: $6,755,756Liabilities 2015: $1,555,750Net Assets 2015: $5,200,0062015Assets 2016: $5,971,633Liabilities 2016: $1,533,118Net Assets 2016: $4,438,5152016Assets 2017: $7,924,084Liabilities 2017: $4,754,989Net Assets 2017: $3,169,0952017Assets 2018: $5,449,568Liabilities 2018: $2,582,758Net Assets 2018: $2,866,8102018Assets 2019: $5,216,169Liabilities 2019: $2,357,270Net Assets 2019: $2,858,8992019Assets 2020: $6,722,642Liabilities 2020: $4,110,373Net Assets 2020: $2,612,2692020Assets 2021: $7,787,611Liabilities 2021: $5,782,625Net Assets 2021: $2,004,9862021Assets 2022: $7,993,096Liabilities 2022: $6,266,845Net Assets 2022: $1,726,2512022Assets 2023: $9,291,795Liabilities 2023: $7,590,377Net Assets 2023: $1,701,4182023Assets 2024: $9,993,670Liabilities 2024: $8,308,342Net Assets 2024: $1,685,3282024Assets 2025: $9,569,685Liabilities 2025: $7,067,642Net Assets 2025: $2,502,0432025

Highlighted filing

2016

Assets$5,971,633
Liabilities$1,533,118
Net Assets$4,438,515
Open 2016 Filing

Operations Trend

Revenue Growth37th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $11,941,265Expenses 2011: $12,023,418Net Income 2011: -$82,1532011Revenue 2012: $11,395,381Expenses 2012: $11,254,312Net Income 2012: $141,0692012Revenue 2013: $10,643,665Expenses 2013: $10,825,740Net Income 2013: -$182,0752013Revenue 2014: $9,878,390Expenses 2014: $10,229,358Net Income 2014: -$350,9682014Revenue 2015: $10,887,770Expenses 2015: $11,172,299Net Income 2015: -$284,5292015Revenue 2016: $10,799,967Expenses 2016: $11,447,795Net Income 2016: -$647,8282016Revenue 2017: $11,713,361Expenses 2017: $12,151,602Net Income 2017: -$438,2412017Revenue 2018: $11,370,802Expenses 2018: $11,925,073Net Income 2018: -$554,2712018Revenue 2019: $12,564,626Expenses 2019: $12,883,714Net Income 2019: -$319,0882019Revenue 2020: $13,963,717Expenses 2020: $14,046,833Net Income 2020: -$83,1162020Revenue 2021: $16,031,335Expenses 2021: $16,638,618Net Income 2021: -$607,2832021Revenue 2022: $17,866,035Expenses 2022: $18,144,770Net Income 2022: -$278,7352022Revenue 2023: $21,267,649Expenses 2023: $21,292,482Net Income 2023: -$24,8332023Revenue 2024: $25,300,648Expenses 2024: $25,316,738Net Income 2024: -$16,0902024Revenue 2025: $27,003,934Expenses 2025: $26,673,381Net Income 2025: $330,5532025

Highlighted filing

2016

Revenue$10,799,967
Expenses$11,447,795
Net Income-$647,828
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$10,799,967
Mission and Program Overview

Mission

The Mission of Sourcewise is to foster a comprehensive coordinated home and community based service delivery system to meet the needs of older persons and their caregivers in Santa Clara.

The Mission of Sourcewise is to foster a comprehensive coordinated home and community based service delivery system to meet the needs of older persons and their caregivers in Santa Clara

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,424,916$2,882,427▼ $542,489
Land, Buildings, and Equipment, Net$2,741,972$2,632,362▼ $109,610
Accounts Receivable$388,728$245,406▼ $143,322
Prepaid Expenses and Deferred Charges$89,254$120,958▲ $31,704
Investments in Publicly Traded Securities$110,886$90,480▼ $20,406
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,755,756$5,971,633▼ $784,123
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,303,499$1,249,794▼ $53,705
Other Liabilities$252,251$165,938▼ $86,313
Deferred Revenue-$117,386-
Total Liabilities$1,555,750$1,533,118▼ $22,632
Net Assets / Fund Balance
Unrestricted Net Assets$5,200,006$4,438,515▼ $761,491
Total Net Assets Fund Balance$5,200,006$4,438,515▼ $761,491
Total Liabilities and Net Assets / Fund Balance$6,755,756$5,971,633▼ $784,123

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,663,525$1,028,130$2,691,655
Equipment$195,283$1,791,082$1,986,365
Buildings$773,554$145,967$919,521
Other Land Buildings-$598,693$598,693
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Manuel AltamiranoCOOFT$245,101$245,101
Stephen SchmollCEOFT$203,996$203,996
Kimberly MarlarCFOFT$202,383$202,383
Mary TinkerDirector of Public AuthorityFT$114,396$114,396
Edith GongDirector of Care AccessFT$110,931$110,931
Wai-Ling HungDirector of FinanceFT$106,890$106,890
Connie CorralesDirector of HICAPFT$106,167$106,167
Nolan FelicianoDirector of NetworkFT$95,292$95,292
Henri VillalovosDirector of MOW & Senior EmploFT$87,963$87,963
Aneliza Del PinalDirector of Public RelationsFT$85,860$85,860
Crystal ShafiabadyDirector of Information & AwarFT$82,259$82,259
Elisa AlarconDirector of MSSPFT$75,506$75,506

Board Members and Trustees

NameTitle
Michal MendozaPresident
Bea Robinson-MendezVice President
Jeff TepperVice President
Robert MacLaughlinVice President
Andy ChatterjeeBoard Member
Dr Anita MukherjeeBoard Member
Mitsu KumagaiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,802,673
Program Service Revenue
$0
Investment Income
$-2,706
Other Revenue
$0
All Other Contributions
$3,185,217
Change in Net Assets
$-647,828

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,799,967
Total Revenue per Audited Statements
$10,799,967
Total Revenue per Form 990
$10,799,967
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,342,607
Grants and Similar Amounts Paid$4,172,660
Other Expenses$1,932,528
Total Fundraising Expense$254,556
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,172,660--$4,172,660
Other Salaries and Wages$2,546,453$409,488$60,761$3,016,702
Current Officers, Directors, Trustees, and Key Employees$1,280,311$205,883$30,550$1,516,744
Office Expenses$363,620$40,171$26,056$429,847
Occupancy$478,253$38,033$-112,368$403,918
Payroll Taxes$288,843$43,486$4,407$336,736
Other Employee Benefits$250,130$37,657$3,816$291,603
Fees for Services Other$216,935$5,353$1,801$224,089
Depreciation Depletion--$203,149$203,149
Pension Plan Contributions$155,105$23,351$2,366$180,822
Advertising$59,010-$10,862$69,872
Insurance$34,234$3,727$1,190$39,151
Conferences and Meetings$37,203$50-$37,253
Travel$35,213$1,707-$36,920
Interest$2,010$220$895$3,125
Other Expenses$-11,287$-46,045$-67$-57,332
Total Functional Expenses$10,415,705$777,534$254,556$11,447,795

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,447,795
Total Expenses per Audited Statements$11,447,795
Total Expenses per Form 990$11,447,795
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
County of Santa ClaraSan Jose, CA-Title III-C$2,745,521
Catholic Charities Santa ClarSan Jose, CA-Title III-B, E, VIIIA & VIIIB$341,679
Alzheimers AssociationMountain View, CA-Title III-E$228,268
The Health TrustCampbell, CA-Title III-C & D$202,106
Senior Adults Legal AssistSan Jose, CA-Title III-B$191,000
Alzheimers Activity CenterSan Jose, CA-Title III-E$85,026
Live Oak Adult Day ServiceSan Jose, CA-Title III-B & E$78,859
Yu-Ai KaiSan Jose, CA-Title III-B, C & E$72,829
Outreach & Escort IncSan Jose, CA-Title III-B$50,000
AvenidasPalo Alto, CA-Title III-B & E$37,027
Indian Health CenterSan Jose, CA-Title III-D$34,471
Korean American CommunitySan Jose, CA-Title III-B$23,600
CSA of Mt View & L AltosMountain View, CA-Title III-B$18,000
City of CupertinoCupertino, CA-Title III-B$18,000
Sunnyvale Senior CenterSunnyvale, CA-Title III-B$18,000
Gardner Health CenterSan Jose, CA-Title III-B$16,274
Asian American CommunitySan Jose, CA-Title III-B$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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to$165,938
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
Yes
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, Line 11B: Form 990 Review Process

“A copy of the Form 990 is provided to the Governing Body after filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually, the Governing Body reviews the conflict of interest policy for compliance.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The CEO Evaluation Committee, comprised of various members of the board, reviews andapproves the compensation of the CEO of the Organization.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The CEO Evaluation Committee, comprised of various members of the board, reviews andapproves the compensation for other officers.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Additional information available upon request.”

Filing and Contact Details

Filer

Filer Name
Sourcewise
EIN
94-2256503
Phone
4082968290
Address
2115 The Alameda, San Jose, CA 95126

Signing Officer

Name
Stephen Schmoll
Title
CEO
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Schmoll
Formed
1974
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
119
Volunteers
34

Preparer

Firm
R J Ricciardi Inc
Address
1101 Fifth Avenue Suite 360, San Rafael, CA 94901
Preparer
Hiep Pham
Phone
4154571215
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The Organization has analyzed tax positions takenfor filing with the Internal Revenue Service and all state jurisdictions where it operates. The Organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the Organization's financial condition, results of operations or cash flows. Accordingly,the Organization has not recorded any reserves, or related accruals for interest and penalties for uncertain tax positions at June 30, 2016. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/Form990PartVIISectionAGrp/PersonNm1Jeff Tepper
IRS990/Form990PartVIISectionAGrp/PersonNm2Bea Robinson-Mendez
IRS990/Form990PartVIISectionAGrp/PersonNm3Robert MacLaughlin
IRS990/Form990PartVIISectionAGrp/PersonNm4Mitsu Kumagai
IRS990/Form990PartVIISectionAGrp/PersonNm5Andy Chatterjee
IRS990/Form990PartVIISectionAGrp/PersonNm6Dr Anita Mukherjee
IRS990/Form990PartVIISectionAGrp/PersonNm7Stephen Schmoll
IRS990/Form990PartVIISectionAGrp/PersonNm8Manuel Altamirano
IRS990/Form990PartVIISectionAGrp/PersonNm9Kimberly Marlar
IRS990/Form990PartVIISectionAGrp/PersonNm10Mary Tinker
IRS990/Form990PartVIISectionAGrp/PersonNm11Edith Gong
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IRS990/Form990PartVIISectionAGrp/PersonNm13Connie Corrales
IRS990/Form990PartVIISectionAGrp/PersonNm14Nolan Feliciano
IRS990/Form990PartVIISectionAGrp/PersonNm15Henri Villalovos
IRS990/Form990PartVIISectionAGrp/PersonNm16Aneliza Del Pinal
IRS990/Form990PartVIISectionAGrp/PersonNm17Crystal Shafiabady
IRS990/Form990PartVIISectionAGrp/PersonNm18Elisa Alarcon
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director of Public Authority
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director of Care Access
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director of HICAP
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director of Network
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director of MOW & Senior Emplo
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director of Public Relations
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director of Information & Awar
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director of MSSP
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt04172660
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IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossReceiptsAmt010799967
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IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt01190
IRS990/InsuranceGrp/ManagementAndGeneralAmt03727
IRS990/InsuranceGrp/ProgramServicesAmt034234
IRS990/InsuranceGrp/TotalAmt039151
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt0895
IRS990/InterestGrp/ManagementAndGeneralAmt0220
IRS990/InterestGrp/ProgramServicesAmt02010
IRS990/InterestGrp/TotalAmt03125
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0-2706
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-2706
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0110886
IRS990/InvestmentsPubTradedSecGrp/EOYAmt090480
IRS990/InvestTaxExemptBondsInd0false
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt02632362
IRS990/LandBldgEquipCostOrOtherBssAmt06196234
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Mission of Sourcewise is to foster a comprehensive coordinated home and community based service delivery system to meet the needs of older persons and their caregivers in Santa Clara
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/FundraisingAmt0-112368
IRS990/OccupancyGrp/ManagementAndGeneralAmt038033
IRS990/OccupancyGrp/ProgramServicesAmt0478253
IRS990/OccupancyGrp/TotalAmt0403918
IRS990/OfficeExpensesGrp/FundraisingAmt026056
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt040171
IRS990/OfficeExpensesGrp/ProgramServicesAmt0363620
IRS990/OfficeExpensesGrp/TotalAmt0429847
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03816
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt037657
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0250130
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0291603
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/Desc1Purchase of Services
IRS990/OtherExpensesGrp/Desc2Indirect Costs
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IRS990/OtherExpensesGrp/FundraisingAmt1-67
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014453
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-46045
IRS990/OtherExpensesGrp/ProgramServicesAmt0281522
IRS990/OtherExpensesGrp/ProgramServicesAmt1225490
IRS990/OtherExpensesGrp/ProgramServicesAmt2-11287
IRS990/OtherExpensesGrp/TotalAmt0317113
IRS990/OtherExpensesGrp/TotalAmt1225423
IRS990/OtherExpensesGrp/TotalAmt2-57332
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IRS990/OtherLiabilitiesGrp/EOYAmt0165938
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt060761
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0409488
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02546453
IRS990/OtherSalariesAndWagesGrp/TotalAmt03016702
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt043486
IRS990/PayrollTaxesGrp/ProgramServicesAmt0288843
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt023351
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0155105
IRS990/PensionPlanContributionsGrp/TotalAmt0180822
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt089254
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0120958
IRS990/PrincipalOfficerNm0Stephen Schmoll
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IRS990/PYContributionsGrantsAmt010882389
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IRS990/PYInvestmentIncomeAmt05381
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IRS990/PYOtherExpensesAmt01870537
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IRS990/PYSalariesCompEmpBnftPaidAmt04955092
IRS990/PYTotalExpensesAmt011172299
IRS990/PYTotalRevenueAmt010887770
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,971,633
Liabilities
$1,533,118
Net assets
$4,438,515
Revenue
$10,799,967
Expenses
$11,447,795
Net income
-$647,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.57$7.07$2.50$27.0$26.7$0.33
2024Detailed filing. Detailed filing data is available for this year.$9.99$8.31$1.69$25.3$25.3$0.02
2023Detailed filing. Detailed filing data is available for this year.$9.29$7.59$1.70$21.3$21.3$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.99$6.27$1.73$17.9$18.1$0.28
2021Detailed filing. Detailed filing data is available for this year.$7.79$5.78$2.00$16.0$16.6$0.61
2020Detailed filing. Detailed filing data is available for this year.$6.72$4.11$2.61$14.0$14.0$0.08
2019Detailed filing. Detailed filing data is available for this year.$5.22$2.36$2.86$12.6$12.9$0.32
2018Detailed filing. Detailed filing data is available for this year.$5.45$2.58$2.87$11.4$11.9$0.55
2017Detailed filing. Detailed filing data is available for this year.$7.92$4.75$3.17$11.7$12.2$0.44
2016Detailed filing. Detailed filing data is available for this year.$5.97$1.53$4.44$10.8$11.4$0.65
2015Summary only. Only limited summary data is available for this year.$6.76$1.56$5.20$10.9$11.2$0.28
2014Summary only. Only limited summary data is available for this year.$6.79$1.31$5.48$9.88$10.2$0.35
2013Summary only. Only limited summary data is available for this year.$7.62$1.78$5.84$10.6$10.8$0.18
2012Summary only. Only limited summary data is available for this year.$8.04$2.02$6.02$11.4$11.3$0.14
2011Summary only. Only limited summary data is available for this year.$8.40$2.12$6.28$11.9$12.0$0.08