Civic Intelligence

Merritt Community Capital Corporation

990 • Fiscal year 2018 • EIN 94-3099401

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 25, 2019

Organization ProfileWWW.MERRITTCAP.ORG

View Organization Page

1970 Broadway No 250Oakland, CA 94612-2214

(510) 444-7870

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.04x

Higher debt load relative to assets than 23% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.10x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

85th percentile

35%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

84th percentile

$349,067

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

1st percentile

-48%

Faster asset growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

53%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$13,033,440

Down $11,857,966 (-48%) from 2017

Net Assets

Up

$12,562,262

Up $989,485 (+8.6%) from 2017

Liabilities

Down

$471,178

Down $12,847,451 (-96%) from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin85th percentile

Revenue

Up

$4,913,949

Up $1,693,970 (+53%) from 2017

Expenses

Up

$3,215,484

Up $131,772 (+4.3%) from 2017

Net Income

Up

$1,698,465

Up $1,562,198 (+1146%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$60M$40M$20M$0Assets 2010: $10,074,215Liabilities 2010: $5,298,277Net Assets 2010: $4,775,9382010Assets 2011: $8,312,155Liabilities 2011: $3,197,292Net Assets 2011: $5,114,8632011Assets 2012: $14,038,058Liabilities 2012: $8,274,375Net Assets 2012: $5,763,6832012Assets 2013: $12,908,504Liabilities 2013: $6,137,804Net Assets 2013: $6,770,7002013Assets 2014: $16,605,939Liabilities 2014: $9,137,596Net Assets 2014: $7,468,3432014Assets 2015: $22,050,075Liabilities 2015: $13,047,424Net Assets 2015: $9,002,6512015Assets 2016: $25,046,714Liabilities 2016: $13,610,309Net Assets 2016: $11,436,4052016Assets 2017: $24,891,406Liabilities 2017: $13,318,629Net Assets 2017: $11,572,7772017Assets 2018: $13,033,440Liabilities 2018: $471,178Net Assets 2018: $12,562,2622018Assets 2019: $17,329,385Liabilities 2019: $1,751,547Net Assets 2019: $15,577,8382019Assets 2020: $25,956,100Liabilities 2020: $8,507,817Net Assets 2020: $17,448,2832020Assets 2021: $34,382,493Liabilities 2021: $11,735,934Net Assets 2021: $22,646,5592021Assets 2022: $31,748,169Liabilities 2022: $3,982,238Net Assets 2022: $27,765,9312022Assets 2023: $41,740,384Liabilities 2023: $12,472,878Net Assets 2023: $29,267,5062023Assets 2024: $39,374,350Liabilities 2024: $8,080,954Net Assets 2024: $31,293,3962024

Highlighted filing

2018

Assets$13,033,440
Liabilities$471,178
Net Assets$12,562,262
Open 2018 Filing

Operations Trend

Revenue Growth89th percentile

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

$15M$10M$5.0M$0Expenses 2010: $1,840,9802010Expenses 2011: $2,167,4302011Expenses 2012: $2,577,5682012Revenue 2013: $3,443,544Expenses 2013: $2,436,527Net Income 2013: $1,007,0172013Revenue 2014: $3,491,239Expenses 2014: $2,793,596Net Income 2014: $697,6432014Revenue 2015: $5,162,789Expenses 2015: $3,628,481Net Income 2015: $1,534,3082015Revenue 2016: $5,258,291Expenses 2016: $3,126,511Net Income 2016: $2,131,7802016Revenue 2017: $3,219,979Expenses 2017: $3,083,712Net Income 2017: $136,2672017Revenue 2018: $4,913,949Expenses 2018: $3,215,484Net Income 2018: $1,698,4652018Revenue 2019: $6,022,185Expenses 2019: $3,315,294Net Income 2019: $2,706,8912019Revenue 2020: $5,065,895Expenses 2020: $3,195,450Net Income 2020: $1,870,4452020Revenue 2021: $8,692,204Expenses 2021: $3,493,928Net Income 2021: $5,198,2762021Revenue 2022: $10,552,423Expenses 2022: $5,433,051Net Income 2022: $5,119,3722022Revenue 2023: $7,447,840Expenses 2023: $5,946,265Net Income 2023: $1,501,5752023Revenue 2024: $8,481,176Expenses 2024: $6,455,286Net Income 2024: $2,025,8902024

Highlighted filing

2018

Revenue$4,913,949
Expenses$3,215,484
Net Income$1,698,465
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 25, 2019
Return Version
2018v3.1
Gross Receipts
$4,913,949
Mission and Program Overview

Mission

To provide affordable housing for low income persons.

To support and raise capital for the development of low to moderate-income housing in the state of california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$24,159,805$11,098,445▼ $13,061,360
Cash and Non-Interest-Bearing Accounts$179,347$1,325,471▲ $1,146,124
Accounts Receivable$498,180$574,786▲ $76,606
Intangible Assets$0$16,667▲ $16,667
Land, Buildings, and Equipment, Net$16,158$0▼ $16,158
Savings and Temporary Cash Investments$10,652$9,687▼ $965
Prepaid Expenses and Deferred Charges$27,264$8,384▼ $18,880
Total Assets$24,891,406$13,033,440▼ $11,857,966
Liabilities
Other Liabilities$13,318,629$462,895▼ $12,855,734
Accounts Payable and Accrued Expenses$0$8,283▲ $8,283
Total Liabilities$13,318,629$471,178▼ $12,847,451
Net Assets / Fund Balance
Unrestricted Net Assets$11,572,777$12,562,262▲ $989,485
Total Net Assets Fund Balance$11,572,777$12,562,262▲ $989,485
Total Liabilities and Net Assets / Fund Balance$24,891,406$13,033,440▼ $11,857,966

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$158,589$158,589
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa CastilloPresidentPT$250,000$99,067$349,067
Maria DuarteDirector of Asset ManagementPT$177,860$62,839$240,699
Sabrina Moreno-dolanDirector of OperationsPT$103,308$44,446$147,754
Matthew HaasDirector of Investor RelationsPT$96,339$49,767$146,106
Birute SkurdenisAsset ManagerPT$115,597-$115,597
Nedrah ElmControllerPT$115,423-$115,423

Board Members and Trustees

NameTitle
Andrea UrsilloChairperson
Wendy JacqueminVice Chairperson
Bob WilliamsDirector
Christine CarrDirector
Chuck CornellDirector
Emily MartinDirector
Gina LeonDirector
Jacquelynne JenningsDirector
Karen SmydaDirector
Nick GriffinSecretary
John DentonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,913,930
Investment Income
$19
Other Revenue
$0
Change in Net Assets
$1,698,465

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,913,949
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,913,949
Total Revenue per Form 990
$4,913,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,038,656
Other Expenses$1,096,975
Grants and Similar Amounts Paid$79,853
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,025,003$217,425-$1,242,428
Other Salaries and Wages$438,506$93,016-$531,522
Fees for Services Other$205,636$43,620-$249,256
Occupancy$26,086$159,069-$185,155
Other Employee Benefits$135,020$28,641-$163,661
Fees for Services Legal$132,590$28,125-$160,715
Fees for Services Accounting$109,813$23,294-$133,107
Payroll Taxes$83,362$17,683-$101,045
Travel$79,730$16,912-$96,642
Advertising$57,645$26,450-$84,095
Grants to Domestic Orgs$79,853--$79,853
Interest$41,008--$41,008
Office Expenses$23,908$12,167-$36,075
Depreciation Depletion$24,492--$24,492
Conferences and Meetings$17,028$3,612-$20,640
Other Expenses$9,960$2,113-$12,073
Fees for Services Lobbying$10,000--$10,000
Insurance-$9,449-$9,449
Total Functional Expenses$2,526,045$689,439$0$3,215,484

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,215,484
Total Expenses per Audited Statements$3,215,484
Total Expenses per Form 990$3,215,484
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University CorporationSan Francisco, CA501(c)(3)Policy Research$30,000
The Unversity CorporationSan Francisco, CA501(c)(3)Scholarships$23,434
Cal State East Bay Educational FoundationHayward, CA501(c)(3)Scholarships$13,419
Non-profit Housing AssociationSan Francisco, CA501(c)(3)Supporting Internships Within the Affordable Housing Industry$7,500
Community Housing Improvement ProgramChico, CA501(c)(3)To Assist Residents Displaced by the Northern California Fires$5,000
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Nick GriffinSpouse Is the Executive Director- Non-profit Housing AssociationGave a Contribution for Internships Within Affordable IndustryNo$7,500
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll$342,985
Interest Payable$119,910
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
Yes
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, Section B, Line 11B

“The firm supplies the needed financial informaton to its tax preparer. The firm's controller and chief financial officer review and, as necessary, adjust the form 990. The form 990 is then reviewed by the firm's audit committee. The final form 990 is shared with the board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Any director with personal or material conflict of interest, shall disclose the existence and nature of any conflict of interest to the board and the president before any action is taken or considered by the board. Each director with conflict of interest must furnish a written report to all directors listing all self-dealing transactions during the prior fiscal year. Any employees with conflict of interest must disclose the existence and nature of any conflict of interest to an officer of the organization as soon as possible so that safeguards can be established to protect all parties.”

Form 990, Part VI, Section B, Line 15

“The executive committee of the board of directors determine the compensation of the president with aid of a third-party contractor, meyer-chatfield and their own industry experience. The results are reviewed by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Merritt Community Capital
EIN
94-3099401
Phone
5104447870
Address
1970 BROADWAY NO 250, OAKLAND, CA 94612-2214

Signing Officer

Name
Karen Smyda
Title
President
Phone
5104447870
Signed
2019-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Smyda
Formed
1989
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
21
Volunteers
0

Preparer

Firm
DAUBY O'CONNOR & ZALESKI LLC
Address
501 CONGRESSIONAL BLVD 300, CARMEL, IN 46032
Preparer
Nancy Morton
Phone
3178485700
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process for overseeing the audit and selecting the independent accoutnant has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The corporation believes that they have appropriate support for any tax positions taken, and as such, do not have any uncertain tax positions that are material to the financial statements. The corporation's federal and state information tax returns for the years 2013 through 2016 are subject to examination by regulatory agencies, generally for three years and four years after they were filed for federal and state respectively.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11325000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12115423
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13212860
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14124339
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15128308
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16115597
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIR. OF ASSET MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIR. OF INVESTOR RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIR. OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASSET MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt079853
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt079853
IRS990/GrantsToDomesticOrgsGrp/TotalAmt079853
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04913949
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09449
IRS990/InsuranceGrp/TotalAmt09449
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt016667
IRS990/InterestGrp/ProgramServicesAmt041008
IRS990/InterestGrp/TotalAmt041008
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt019
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019
IRS990/InvestmentInJointVentureInd01
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0158589
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016158
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0158589
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE AFFORDABLE HOUSING FOR LOW INCOME PERSONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011572777
IRS990/NetAssetsOrFundBalancesEOYAmt012562262
IRS990/NetUnrelatedBusTxblIncmAmt013349
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0159069
IRS990/OccupancyGrp/ProgramServicesAmt026086
IRS990/OccupancyGrp/TotalAmt0185155
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012167
IRS990/OfficeExpensesGrp/ProgramServicesAmt023908
IRS990/OfficeExpensesGrp/TotalAmt036075
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028641
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0135020
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0163661
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2EMPLOYEE EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03264
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14599
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22113
IRS990/OtherExpensesGrp/ProgramServicesAmt015389
IRS990/OtherExpensesGrp/ProgramServicesAmt111016
IRS990/OtherExpensesGrp/ProgramServicesAmt29960
IRS990/OtherExpensesGrp/TotalAmt018653
IRS990/OtherExpensesGrp/TotalAmt115615
IRS990/OtherExpensesGrp/TotalAmt212073
IRS990/OtherLiabilitiesGrp/BOYAmt013318629
IRS990/OtherLiabilitiesGrp/EOYAmt0462895
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt093016
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0438506
IRS990/OtherSalariesAndWagesGrp/TotalAmt0531522
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt024159805
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt011098445
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017683
IRS990/PayrollTaxesGrp/ProgramServicesAmt083362
IRS990/PayrollTaxesGrp/TotalAmt0101045
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027264
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08384
IRS990/PrincipalOfficerNm0KAREN SMYDA
IRS990/PriorPeriodAdjustmentsAmt0-708980
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/Desc0PARTNERSHIP FEES
IRS990/ProgramServiceRevenueGrp/Desc1MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04561383
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1341197
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt211350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04561383
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1341197
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211350
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt053434
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0710223
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03219979
IRS990/PYRevenuesLessExpensesAmt0136267
IRS990/PYSalariesCompEmpBnftPaidAmt02320055
IRS990/PYTotalExpensesAmt03083712
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03219979
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01698465
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04913949
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010652
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09687
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LINE 7B WAS ADJUSTED FOR UPDATED INFORMATION FOR 2014-2017 WHICH CHANGED THE 2017 SUPPORT PERCENTAGE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III 2017 LINE 7B
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0101
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03577
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02065
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04913930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03219979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05258190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05159212
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03403981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021955292
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0101
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03577
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02065
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05762
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.38250
IRS990ScheduleA/PublicSupportPY509Pct00.46200
IRS990ScheduleA/PublicSupportTotal509Amt08399900
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt03008639
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01987881
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt03317172
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt02869031
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt02372669
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt013555392
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt03008639
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt01987881
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt03317172
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt02869031
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt02372669
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt013555392
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04913930

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,033,440
Liabilities
$471,178
Net assets
$12,562,262
Revenue
$4,913,949
Expenses
$3,215,484
Net income
$1,698,465
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.4$8.08$31.3$8.48$6.46$2.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.7$12.5$29.3$7.45$5.95$1.50
2022Detailed filing. Detailed filing data is available for this year.$31.7$3.98$27.8$10.6$5.43$5.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.4$11.7$22.6$8.69$3.49$5.20
2020Detailed filing. Detailed filing data is available for this year.$26.0$8.51$17.4$5.07$3.20$1.87
2019Detailed filing. Detailed filing data is available for this year.$17.3$1.75$15.6$6.02$3.32$2.71
2018Detailed filing. Detailed filing data is available for this year.$13.0$0.47$12.6$4.91$3.22$1.70
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$13.3$11.6$3.22$3.08$0.14
2016Detailed filing. Detailed filing data is available for this year.$25.0$13.6$11.4$5.26$3.13$2.13
2015Detailed filing. Detailed filing data is available for this year.$22.1$13.0$9.00$5.16$3.63$1.53
2014Detailed filing. Detailed filing data is available for this year.$16.6$9.14$7.47$3.49$2.79$0.70
2013Detailed filing. Detailed filing data is available for this year.$12.9$6.14$6.77$3.44$2.44$1.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$8.27$5.76$2.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.31$3.20$5.11$2.17
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$5.30$4.78$1.84