Civic Intelligence

Community Seniorserv Inc.

990 • Fiscal year 2014 • EIN 95-2771715

Jul 01, 2013 to Jun 30, 2014 • Filed on May 12, 2015

Organization Profilewww.communityseniorserv.com

View Organization Page

1200 N Knollwood Circle92801

(714) 220-0224

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.27x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

45th percentile

0.20x

Higher debt load relative to revenue than 45% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

59th percentile

5.6%

Higher net margin than 59% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

71st percentile

$244,911

Higher top officer pay than 71% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

70th percentile

9.8%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$8,740,320

Up $777,742 (+9.8%) from 2013

Net Assets

Up

$6,369,074

Up $656,995 (+12%) from 2013

Liabilities

Up

$2,371,246

Up $120,747 (+5.4%) from 2013

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin59th percentile

Revenue

$11,791,044

No earlier filing loaded for comparison.

Expenses

Up

$11,134,049

Up $377,130 (+3.5%) from 2013

Net Income

$656,995

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$30M$20M$10M$0Assets 2010: $7,467,669Liabilities 2010: $2,168,237Net Assets 2010: $5,299,4322010Assets 2011: $7,732,034Liabilities 2011: $2,191,916Net Assets 2011: $5,540,1182011Assets 2012: $8,057,276Liabilities 2012: $2,376,224Net Assets 2012: $5,681,0522012Assets 2013: $7,962,578Liabilities 2013: $2,250,499Net Assets 2013: $5,712,0792013Assets 2014: $8,740,320Liabilities 2014: $2,371,246Net Assets 2014: $6,369,0742014Assets 2015: $9,213,706Liabilities 2015: $2,460,881Net Assets 2015: $6,752,8252015Assets 2016: $8,760,782Liabilities 2016: $2,141,859Net Assets 2016: $6,618,9232016Assets 2017: $8,872,834Liabilities 2017: $2,091,770Net Assets 2017: $6,781,0642017Assets 2018: $8,684,728Liabilities 2018: $2,023,156Net Assets 2018: $6,661,5722018Assets 2019: $9,151,317Liabilities 2019: $2,062,312Net Assets 2019: $7,089,0052019Assets 2020: $11,236,773Liabilities 2020: $2,597,345Net Assets 2020: $8,639,4282020Assets 2021: $27,474,570Liabilities 2021: $3,685,833Net Assets 2021: $23,788,7372021Assets 2022: $27,386,372Liabilities 2022: $2,971,581Net Assets 2022: $24,414,7912022Assets 2023: $19,239,651Liabilities 2023: $2,795,965Net Assets 2023: $16,443,6862023

Highlighted filing

2014

Assets$8,740,320
Liabilities$2,371,246
Net Assets$6,369,074
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $10,896,2062010Expenses 2011: $11,859,4022011Expenses 2012: $11,599,0572012Expenses 2013: $10,756,9192013Revenue 2014: $11,791,044Expenses 2014: $11,134,049Net Income 2014: $656,9952014Revenue 2015: $12,524,764Expenses 2015: $12,141,013Net Income 2015: $383,7512015Revenue 2016: $11,600,333Expenses 2016: $11,734,235Net Income 2016: -$133,9022016Revenue 2017: $11,960,797Expenses 2017: $11,711,293Net Income 2017: $249,5042017Revenue 2018: $12,734,221Expenses 2018: $12,485,808Net Income 2018: $248,4132018Revenue 2019: $13,415,260Expenses 2019: $13,014,535Net Income 2019: $400,7252019Revenue 2020: $17,134,519Expenses 2020: $15,626,734Net Income 2020: $1,507,7852020Revenue 2021: $57,075,194Expenses 2021: $42,045,793Net Income 2021: $15,029,4012021Revenue 2022: $20,600,881Expenses 2022: $19,718,243Net Income 2022: $882,6382022Revenue 2023: $19,268,749Expenses 2023: $27,251,966Net Income 2023: -$7,983,2172023

Highlighted filing

2014

Revenue$11,791,044
Expenses$11,134,049
Net Income$656,995
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$12,145,977
Mission and Program Overview

Mission

To nourish the wellness, purpose and dignity of seniors and their families in our community.

To improve the quality of life for older adults and their families by creating a safety net of health, nutrition, and supportive services that enhance independence, well being and dignity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,446,844$3,744,031▲ $297,187
Land, Buildings, and Equipment, Net$2,709,568$2,698,296▼ $11,272
Accounts Receivable$1,261,381$1,712,047▲ $450,666
Inventories for Sale or Use$174,912$159,353▼ $15,559
Savings and Temporary Cash Investments$105,325$105,430▲ $105
Prepaid Expenses and Deferred Charges$44,015$41,431▼ $2,584
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$7,962,578$8,740,320▲ $777,742
Other Assets Total$220,533$279,732▲ $59,199
Liabilities
Unsecured Notes Loans Payable$1,137,501$1,044,584▼ $92,917
Other Liabilities$754,255$811,175▲ $56,920
Accounts Payable and Accrued Expenses$358,743$515,487▲ $156,744
Total Liabilities$2,250,499$2,371,246▲ $120,747
Net Assets / Fund Balance
Unrestricted Net Assets$4,442,563$4,980,510▲ $537,947
Temporarily Rstr Net Assets$1,269,516$1,388,564▲ $119,048
Total Net Assets Fund Balance$5,712,079$6,369,074▲ $656,995
Total Liabilities and Net Assets / Fund Balance$7,962,578$8,740,320▲ $777,742

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$736,081$1,514,915$2,250,996
Other Land Buildings$846,912$1,123,666$1,970,578
Equipment$462,227$576,249$1,038,476
Land$500,000-$500,000
Leasehold Improvements$153,076$256,549$409,625
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly HaglerPresident & CEOFT$196,156$48,755$244,911
Philip BeukemaVP of DevelopmentFT$110,200$32,732$142,932
Jane RothVP of FinanceFT$131,816$2,190$134,006
John McElveinVP of Foods & SaleFT$113,589$14,431$128,020
Byron G CorzoVP of Home & CareFT$125,315-$125,315

Board Members and Trustees

NameTitle
Jon HillChairman
Lynn DaucherVice Chairman
David CopleyDirector
Don LewisDirector
James M EvansDirector
Judy DuffyDirector
Kenneth E Bell MDDirector
Larry SchultzDirector
Mark AustinDirector
Mark Miller MDDirector
Michael BaldwinDirector
Monica Mehren MDDirector
Earle ZuchtSecretary
Dev GhoseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,802,630
Program Service Revenue
$3,957,968
Investment Income
$73,150
Other Revenue
$-42,704
All Other Contributions
$1,080,129
Change in Net Assets
$656,995

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,791,044
Revenue Not Reported on Form 990
$235,886
Total Revenue per Audited Statements
$12,026,930
Total Revenue per Form 990
$11,791,044
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,828,754
Salaries, Compensation, and Employee Benefits$4,305,295
Total Fundraising Expense$286,160
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,231,286$51,350$163,689$3,446,325
Travel$907,052$9,340$3,256$919,648
Insurance$632,160$22,072$22,573$676,805
All Other Expenses$160,281$169,746$52,477$382,504
Payroll Taxes$348,986$6,283$15,932$371,201
Current Officers, Directors, Trustees, and Key Employees$361,148$5,272-$366,420
Depreciation Depletion-$275,764-$275,764
Other Expenses$160,862$19,648$18,369$198,879
Occupancy$133,141$8,790-$141,931
Information Technology$118,016-$5,439$123,455
Office Expenses$108,717$3,245-$111,962
Other Employee Benefits$8,954$97,589$1,440$107,983
Interest-$59,736-$59,736
Fees for Services Accounting$6,736$52,568-$59,304
Fees for Services Management$3,892$52,836$325$57,053
Fees for Services Legal-$27,285-$27,285
Pension Plan Contributions$12,246$98$1,022$13,366
Conferences and Meetings-$11,665-$11,665
Total Functional Expenses$9,926,772$921,117$286,160$11,134,049

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$11,488,981
Expenses per Audited Statements$11,134,049
Total Expenses per Form 990$11,134,049
Expenses Not Reported on Form 990$354,932
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$128,098
Fundraising Gross Income$72,946
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$146,577$41,937$17,651$24,286
Event 2$54,163$16,859$26,452$-9,593
Total Events$214,890$72,946$128,098$-55,152
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
Accrued Salaries and Wages$372,248
Other Accrued Liabilities$290,940
Other Taxes Payable$110,563
Deferred Income$19,425
Ssf$15,492
Misc. Current Liabilities$2,507
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

“Following the completion of the SeniorServ audit and completion of the SS IRS Form 990, the form is reviewed by the Board Finance Committee and ratified by the SeniorServ Board of Directors.”

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

“Whenever there is reason to believe that a potential conflict of interest exists between SeniorServ and a board member or the CEO, the Board shall determine the appropriate response. The potential conflict of interest will be brought to the attention of the Board for action at the next regular meeting, or during a special meeting called, specifically, to review the potential conflict of interest. The Board member will be asked to complete a Potential Conflict of Interest Disclosure Statement and/or Conflict of Interest Affirmation of Compliance. Each year, at the May meeting of the Board of Directors, each member is requested to review and sign a conflict of interest disclosure statement and a conflict of interest affirmation of compliance.”

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

“The compensation of the person is reviewed and approved by the board of directors or compensation committee of the Organization, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval. The board is provided a comparability analysis provided by Human Resources taken from substantive sources in deciding on compensation for its top executives. All relevant data of the boards deliberation is recorded in the minutes.”

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

“The compensation of the person is reviewed and approved by the board of directors or compensation committee of the Organization, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval. The board is provided a comparability analysis provided by Human Resources taken from substantive sources in deciding on compensation for its top executives. All relevant data of the boards deliberation is recorded in the minutes.”

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

“Governing documents, policies, and financial statements are posted on the agency website and provided by mail, if requested.”

Filing and Contact Details

Filer

EIN
95-2771715
Phone
7142200224

Signing Officer

Name
Holly Hagler
Title
President & CEO
Signed
2015-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Hagler
Formed
1967
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
147
Volunteers
707

Preparer

Preparer
Candace M Huie CPA
Phone
7149781300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Adult Day Health Care (Santa Ana VIP) - Comprehensive daytime care and medical supervision to functionally impaired adults which include rehabilitative therapies and social activities. OTHER PROGRAM SERVICES 5: Social Meals - This program provides nutrition and supportive services to enhance the physical and mental well-being of the elderly population. It encourages dignity and self control, provides stimulating activities and volunteer opportunities to augment participants' financial resources by providing donation-based meals and products. OTHER PROGRAM SERVICES 6: Case Management - This provides arrangement for needed services such as legal, financial, medical and in-home help. OTHER PROGRAM SERVICES 7: In-Home Support Services - This provides assistance for seniors to remain in their homes by making available basic housekeeping and personal care services. OTHER PROGRAM SERVICES 8: Buena Park Day Care Program - This program provides a safe, uplifting daytime environment for frail, elderly persons. The program also provides temporary respite to family care givers. OTHER PROGRAM SERVICES 9:”

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code Section (Code) and corresponding state code as a charitable organization whereby only unrelated business income, as identified by Section 509(a)(1) of the Code, is subject to income tax. The Organization had no unrelated business income during the years ended June 30, 2014 and 2013 . Accordingly, no provision for income taxes has been recorded in the accompanying financial statements.The Organization adopted the provisions of FASB ASC 740-10-25 (formerly FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes (FIN 48). In accordance with ASC 740-10, an organization must recognize the tax benefit associated with tax taken for tax return purposes when it is more likely than not the position will be sustained. The implementation of ASC 740-10 had no impact on the Organizations financial statements. The Organization does not believe there are any material uncertain tax positions and, accordingly, it has not recognized any liability for unrecognized tax benefits or any related interest or penalties. The Organizations 2010 to 2012 tax returns are open to review for federal income tax purposes and 2009 to 2012 tax returns are open to review for state income tax purposes.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Cost of Goods Sold From Cook/Chill $226836 Temporary Increase in Restricted Assets $-119048 Special Event Expenses $128098”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Cost of Goods Sold From Cook/Chill $226834 Special Event Expenses $128098”

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IRS990/Form990PartVIISectionAGrp/PersonNm0Don Lewis
IRS990/Form990PartVIISectionAGrp/PersonNm1David Copley
IRS990/Form990PartVIISectionAGrp/PersonNm2Lynn Daucher
IRS990/Form990PartVIISectionAGrp/PersonNm3Judy Duffy
IRS990/Form990PartVIISectionAGrp/PersonNm4Mark Austin
IRS990/Form990PartVIISectionAGrp/PersonNm5Monica Mehren MD
IRS990/Form990PartVIISectionAGrp/PersonNm6Mark Miller MD
IRS990/Form990PartVIISectionAGrp/PersonNm7Dev Ghose
IRS990/Form990PartVIISectionAGrp/PersonNm8Earle Zucht
IRS990/Form990PartVIISectionAGrp/PersonNm9James M Evans
IRS990/Form990PartVIISectionAGrp/PersonNm10Larry Schultz
IRS990/Form990PartVIISectionAGrp/PersonNm11Michael Baldwin
IRS990/Form990PartVIISectionAGrp/PersonNm12Kenneth E Bell MD
IRS990/Form990PartVIISectionAGrp/PersonNm13Jon Hill
IRS990/Form990PartVIISectionAGrp/PersonNm14Holly Hagler
IRS990/Form990PartVIISectionAGrp/PersonNm15Jane Roth
IRS990/Form990PartVIISectionAGrp/PersonNm16John McElvein
IRS990/Form990PartVIISectionAGrp/PersonNm17Philip Beukema
IRS990/Form990PartVIISectionAGrp/PersonNm18Byron G Corzo
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt14President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP of Foods & Sale
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP of Development
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP of Home & Care
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt0123455
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IRS990/InsuranceGrp/TotalAmt0676805
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IRS990/InterestGrp/ManagementAndGeneralAmt059736
IRS990/InterestGrp/TotalAmt059736
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IRS990/LobbyingActivitiesInd0false
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/OnBehalfOfIssuerInd0false
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IRS990/OtherExpensesGrp/Desc1Contract services
IRS990/OtherExpensesGrp/Desc2Telephone/Utilites
IRS990/OtherExpensesGrp/Desc3Repairs and Maintenace
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IRS990/OtherExpensesGrp/FundraisingAmt218369
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119360
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IRS990/OtherExpensesGrp/ProgramServicesAmt2248404
IRS990/OtherExpensesGrp/ProgramServicesAmt3160862
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IRS990/OtherExpensesGrp/TotalAmt1781758
IRS990/OtherExpensesGrp/TotalAmt2257098
IRS990/OtherExpensesGrp/TotalAmt3198879
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0348986
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt098
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012246
IRS990/PensionPlanContributionsGrp/TotalAmt013366
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044015
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041431
IRS990/PrincipalOfficerNm0Holly Hagler
IRS990/ProfessionalFundraisingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,740,320
Liabilities
$2,371,246
Net assets
$6,369,074
Revenue
$11,791,044
Expenses
$11,134,049
Net income
$656,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$19.2$2.80$16.4$19.3$27.3$7.98
2022Summary only. Only limited summary data is available for this year.$27.4$2.97$24.4$20.6$19.7$0.88
2021Summary only. Only limited summary data is available for this year.$27.5$3.69$23.8$57.1$42.0$15.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$2.60$8.64$17.1$15.6$1.51
2019Summary only. Only limited summary data is available for this year.$9.15$2.06$7.09$13.4$13.0$0.40
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.68$2.02$6.66$12.7$12.5$0.25
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.87$2.09$6.78$12.0$11.7$0.25
2016Detailed filing. Detailed filing data is available for this year.$8.76$2.14$6.62$11.6$11.7$0.13
2015Detailed filing. Detailed filing data is available for this year.$9.21$2.46$6.75$12.5$12.1$0.38
2014Detailed filing. Detailed filing data is available for this year.$8.74$2.37$6.37$11.8$11.1$0.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.96$2.25$5.71$10.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.06$2.38$5.68$11.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.73$2.19$5.54$11.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.47$2.17$5.30$10.9
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $10M-$25M nonprofits