Civic Intelligence

Villa Siena Foundation

990 • Fiscal year 2016 • EIN 94-3344872

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

Organization Profilewww.villa-siena.org
1855 Miramonte AvenueMountain View, CA 94040

(650) 961-6484

Siviq Scores

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

Liabilities / Assets

40th percentile

0.10x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

4.26x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

82nd percentile

23%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

78th percentile

$209,806

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 96.3% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

42nd percentile

-0.1%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$9,531,314

Down $6,570 (-0.1%) from 2015

Net Assets

Up

$8,604,046

Up $4,368 (+0.1%) from 2015

Liabilities

Down

$927,268

Down $10,938 (-1.2%) from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin82nd percentile

Revenue

Down

$217,887

Down $97,709 (-31%) from 2015

Expenses

Up

$168,608

Up $10,984 (+7.0%) from 2015

Net Income

Down

$49,279

Down $108,693 (-69%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$15M$10M$5.0M$0Assets 2011: $7,871,435Liabilities 2011: $58,369Net Assets 2011: $7,813,0662011Assets 2012: $7,782,396Liabilities 2012: $49,815Net Assets 2012: $7,732,5812012Assets 2013: $8,141,065Liabilities 2013: $836,028Net Assets 2013: $7,305,0372013Assets 2014: $9,339,064Liabilities 2014: $937,606Net Assets 2014: $8,401,4582014Assets 2015: $9,537,884Liabilities 2015: $938,206Net Assets 2015: $8,599,6782015Assets 2016: $9,531,314Liabilities 2016: $927,268Net Assets 2016: $8,604,0462016Assets 2017: $10,387,632Liabilities 2017: $743,982Net Assets 2017: $9,643,6502017Assets 2018: $10,309,521Liabilities 2018: $341,118Net Assets 2018: $9,968,4032018Assets 2019: $9,501,114Liabilities 2019: $13,152Net Assets 2019: $9,487,9622019Assets 2020: $8,627,015Liabilities 2020: $12,123Net Assets 2020: $8,614,8922020Assets 2021: $9,301,446Liabilities 2021: $10,463Net Assets 2021: $9,290,9832021Assets 2022: $6,563,580Liabilities 2022: $31,022Net Assets 2022: $6,532,5582022Assets 2023: $4,275,770Liabilities 2023: $82,939Net Assets 2023: $4,192,8312023Assets 2024: $5,061,909Liabilities 2024: $72,313Net Assets 2024: $4,989,5962024

Highlighted filing

2016

Assets$9,531,314
Liabilities$927,268
Net Assets$8,604,046
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $857,707Expenses 2011: $170,364Net Income 2011: $687,3432011Revenue 2012: $256,729Expenses 2012: $188,864Net Income 2012: $67,8652012Revenue 2013: $108,640Expenses 2013: $624,008Net Income 2013: -$515,3682013Revenue 2014: $1,000,441Expenses 2014: $462,731Net Income 2014: $537,7102014Revenue 2015: $315,596Expenses 2015: $157,624Net Income 2015: $157,9722015Revenue 2016: $217,887Expenses 2016: $168,608Net Income 2016: $49,2792016Revenue 2017: $204,512Expenses 2017: $179,528Net Income 2017: $24,9842017Revenue 2018: $228,783Expenses 2018: $589,246Net Income 2018: -$360,4632018Revenue 2019: $181,929Expenses 2019: $129,317Net Income 2019: $52,6122019Revenue 2020: $632,001Expenses 2020: $132,869Net Income 2020: $499,1322020Revenue 2021: $249,392Expenses 2021: $116,851Net Income 2021: $132,5412021Revenue 2022: $392,109Expenses 2022: $107,900Net Income 2022: $284,2092022Revenue 2023: $491,153Expenses 2023: $126,895Net Income 2023: $364,2582023Revenue 2024: $1,051,082Expenses 2024: $124,265Net Income 2024: $926,8172024

Highlighted filing

2016

Revenue$217,887
Expenses$168,608
Net Income$49,279
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
$245,172
Mission and Program Overview

Mission

Villa Siena Foundation's sole purpose is to support Villa Siena, a California not-for-profit that operates a 68-bed residential care facility and a 30-bed nursing facility for care of the aging, ill and infirm.

Villa Siena Foundation's sole purpose is to support Villa Siena, a California not-for-profit that operates a 55-bed residential care facility and a 20-bed nursing facility for care of the aging, ill and infirm.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,008,415$8,341,163▲ $332,748
Pledges and Grants Receivable$1,061,590$951,131▼ $110,459
Cash and Non-Interest-Bearing Accounts$4,964$230,994▲ $226,030
Savings and Temporary Cash Investments$461,913$5,134▼ $456,779
Prepaid Expenses and Deferred Charges-$2,250-
Land, Buildings, and Equipment, Net$1,002$642▼ $360
Total Assets$9,537,884$9,531,314▼ $6,570
Liabilities
Other Liabilities$933,682$925,265▼ $8,417
Accounts Payable and Accrued Expenses$4,524$2,003▼ $2,521
Total Liabilities$938,206$927,268▼ $10,938
Net Assets / Fund Balance
Unrestricted Net Assets$5,049,551$5,164,378▲ $114,827
Permanently Rstr Net Assets$2,546,657$2,548,131▲ $1,474
Temporarily Rstr Net Assets$1,003,470$891,537▼ $111,933
Total Net Assets Fund Balance$8,599,678$8,604,046▲ $4,368
Total Liabilities and Net Assets / Fund Balance$9,537,884$9,531,314▼ $6,570

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$642$26,693$27,335
Other Securities$8,341,163--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,542,176-▲ $17,476$17,476$2,542,176
2014$2,542,176-▲ $37,312$37,312$2,542,176
2013$2,542,176-▲ $294,074$294,074$2,542,176
2012$2,542,176-▲ $214,106$214,106$2,542,176
2011$2,542,176-▲ $58,343$58,343$2,542,176
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Sr Janet BarrettChair
Michael PaioniVice Chair
Corine BernardExecutive Director
Dennis YoungMember
Mike SpeckmanMember
Neal CallahanMember
Sr Jean Marie WilliamsMember
Sr Judith Lynn GardenhireMember
Sr Lisa LagunaMember
Sr Margaret Ann GaineyMember
Sr Patrick Mary KearneyMember
Sr Rachela SilvestriTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$217,527
Program Service Revenue
$0
Investment Income
$360
Other Revenue
$0
All Other Contributions
$170,584
Change in Net Assets
$49,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$168,608
Salaries, Compensation, and Employee Benefits$122,358
Other Expenses$46,250
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages--$95,070$95,070
Office Expenses--$38,540$38,540
Other Employee Benefits--$20,523$20,523
Payroll Taxes--$6,765$6,765
Other Expenses--$550$550
All Other Expenses--$442$442
Depreciation Depletion--$360$360
Insurance--$200$200
Advertising--$66$66
Total Functional Expenses$0$0$168,608$168,608
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,285
Fundraising Gross Income$27,285
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bocce Ball$35,975$17,314$233$17,081
Autumn Dinner$38,253$9,971$9,529$442
Total Events$74,228$27,285$27,285$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
Due to Villa Siena - a related party$925,265
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The Form 990 is reviewed by the Executive Director, Gilmore and Associates, CPA and all board members before submission to the IRS.”

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

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy.”

Form 990, Part VI, Section B, line 15A

“15(a) and 15(b) are answered no as no officers or key employees as defined by the IRS instructions are paid by Villa Siena Foundation. The Executive Director's salary are paid by Villa Siena, a related entity and salaries are determined by annual evaluations conducted by the Executive Director. The maximum amount of increase is determined by the board of directors for all employees when the budget is approved. This current fiscal year, maximum amount of increase is 4%.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, Form 990 and financial statements available to the public upon request. The form 990 is also available at this website - www.guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Villa Siena Foundation
EIN
94-3344872
Phone
6509616484
Address
1855 Miramonte Avenue, Mountain View, CA 94040

Signing Officer

Name
Corine Bernard
Title
Executive Director
Phone
6509616484
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Corine Bernard
Formed
1999
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
215

Preparer

Firm
Harrington Group CPAs LLP
Address
234 East Colorado Blvd Suite M150, Pasadena, CA 91101
Preparer
Sean E Cain CPA
Phone
6264036801
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in value of split interest 16,136. Change in value of pledge receivable -2,795.”

Financial Statement Notes

Part V, Line 4:

“Permanently restricted net assets represent contributions which the donor has stipulated that the principal is to be kept intact in perpetuity and only interest and dividends therefrom may be expended for unrestricted purposes.”

Part X, Line 2:

“Villa Siena is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Villa Siena in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Villa Siena's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.”

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IRS990/OfficeExpensesGrp/TotalAmt038540
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt013341
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt020523
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020523
IRS990/OtherExpensesGrp/Desc0Purchased services
IRS990/OtherExpensesGrp/Desc1Education
IRS990/OtherExpensesGrp/Desc2Other
IRS990/OtherExpensesGrp/Desc3Dues and subscriptions
IRS990/OtherExpensesGrp/FundraisingAmt04297
IRS990/OtherExpensesGrp/FundraisingAmt1956
IRS990/OtherExpensesGrp/FundraisingAmt2839
IRS990/OtherExpensesGrp/FundraisingAmt3550
IRS990/OtherExpensesGrp/TotalAmt04297
IRS990/OtherExpensesGrp/TotalAmt1956
IRS990/OtherExpensesGrp/TotalAmt2839
IRS990/OtherExpensesGrp/TotalAmt3550
IRS990/OtherLiabilitiesGrp/BOYAmt0933682
IRS990/OtherLiabilitiesGrp/EOYAmt0925265
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt095070
IRS990/OtherSalariesAndWagesGrp/TotalAmt095070
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06765
IRS990/PayrollTaxesGrp/TotalAmt06765
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02546657
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02548131
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01061590
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0951131
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02250
IRS990/PrincipalOfficerNm0Corine Bernard
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0189553
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0126043
IRS990/PYOtherExpensesAmt033447
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0157972
IRS990/PYSalariesCompEmpBnftPaidAmt0124177
IRS990/PYTotalExpensesAmt0157624
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0315596
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt049279
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0461913
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05134
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0770083289
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Villa Siena
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02542176
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02542176
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt017476
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt017476
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02542176
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02542176
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt037312
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt037312
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02542176
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02542176
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0294074
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0294074
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02542176
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02542176
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0214106
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0214106
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02542176
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02542176
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt058343
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt058343
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0642
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026693
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027335
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0925265
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Villa Siena - a related party
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08341163
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Pooled investment funds
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Permanently restricted net assets represent contributions which the donor has stipulated that the principal is to be kept intact in perpetuity and only interest and dividends therefrom may be expended for unrestricted purposes.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Villa Siena is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Villa Siena in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Villa Siena's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0642
IRS990ScheduleD/TotalBookValueSecuritiesAmt08341163
IRS990ScheduleD/TotalLiabilityAmt0925265
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt046943
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt018661
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt028282
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027285
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Bocce Ball
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Autumn Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0442
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0442
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035975
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt038253
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017314
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09971
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027285
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09762
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0233
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09529
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt017081
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt017081
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0183478
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt01200

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,531,314
Liabilities
$927,268
Net assets
$8,604,046
Revenue
$217,887
Expenses
$168,608
Net income
$49,279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.06$0.07$4.99$1.05$0.12$0.93
2023Detailed filing. Detailed filing data is available for this year.$4.28$0.08$4.19$0.49$0.13$0.36
2022Detailed filing. Detailed filing data is available for this year.$6.56$0.03$6.53$0.39$0.11$0.28
2021Detailed filing. Detailed filing data is available for this year.$9.30$0.01$9.29$0.25$0.12$0.13
2020Detailed filing. Detailed filing data is available for this year.$8.63$0.01$8.61$0.63$0.13$0.50
2019Detailed filing. Detailed filing data is available for this year.$9.50$0.01$9.49$0.18$0.13$0.05
2018Detailed filing. Detailed filing data is available for this year.$10.3$0.34$9.97$0.23$0.59$0.36
2017Detailed filing. Detailed filing data is available for this year.$10.4$0.74$9.64$0.20$0.18$0.02
2016Detailed filing. Detailed filing data is available for this year.$9.53$0.93$8.60$0.22$0.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$9.54$0.94$8.60$0.32$0.16$0.16
2014Summary only. Only limited summary data is available for this year.$9.34$0.94$8.40$1.00$0.46$0.54
2013Summary only. Only limited summary data is available for this year.$8.14$0.84$7.31$0.11$0.62$0.52
2012Summary only. Only limited summary data is available for this year.$7.78$0.05$7.73$0.26$0.19$0.07
2011Summary only. Only limited summary data is available for this year.$7.87$0.06$7.81$0.86$0.17$0.69