Civic Intelligence

Casa Serena

990 • Fiscal year 2019 • EIN 95-2862385

Jul 01, 2018 to Jun 30, 2019 • Filed on May 15, 2020

Organization ProfileCASASERENA.ORG

View Organization Page

1515 Bath StreetSanta Barbara, CA 93101

(805) 966-1260

Siviq Scores

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

Liabilities / Assets

36th percentile

0.03x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

36th percentile

0.04x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

61%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

74th percentile

$115,515

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

94th percentile

81%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

184%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$4,329,656

Up $1,934,552 (+81%) from 2018

Net Assets

Up

$4,212,250

Up $1,875,036 (+80%) from 2018

Liabilities

Up

$117,406

Up $59,516 (+103%) from 2018

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin94th percentile

Revenue

Up

$3,039,781

Up $1,969,277 (+184%) from 2018

Expenses

Up

$1,199,028

Up $381,199 (+47%) from 2018

Net Income

Up

$1,840,753

Up $1,588,078 (+629%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,465,399Liabilities 2011: $81,503Net Assets 2011: $2,383,8962011Assets 2012: $2,413,959Liabilities 2012: $59,171Net Assets 2012: $2,354,7882012Assets 2013: $2,536,101Liabilities 2013: $69,865Net Assets 2013: $2,466,2362013Assets 2014: $2,623,618Liabilities 2014: $39,258Net Assets 2014: $2,584,3602014Assets 2015: $2,588,513Liabilities 2015: $66,494Net Assets 2015: $2,522,0192015Assets 2016: $2,364,032Liabilities 2016: $94,762Net Assets 2016: $2,269,2702016Assets 2017: $2,395,259Liabilities 2017: $54,797Net Assets 2017: $2,340,4622017Assets 2018: $2,395,104Liabilities 2018: $57,890Net Assets 2018: $2,337,2142018Assets 2019: $4,329,656Liabilities 2019: $117,406Net Assets 2019: $4,212,2502019Assets 2020: $5,225,438Liabilities 2020: $189,878Net Assets 2020: $5,035,5602020Assets 2021: $6,192,654Liabilities 2021: $149,214Net Assets 2021: $6,043,4402021Assets 2022: $7,024,648Liabilities 2022: $205,876Net Assets 2022: $6,818,7722022Assets 2023: $7,324,359Liabilities 2023: $430,674Net Assets 2023: $6,893,6852023Assets 2024: $7,492,866Liabilities 2024: $387,364Net Assets 2024: $7,105,5022024

Highlighted filing

2019

Assets$4,329,656
Liabilities$117,406
Net Assets$4,212,250
Open 2019 Filing

Operations Trend

Revenue Growth96th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $924,406Expenses 2011: $856,716Net Income 2011: $67,6902011Expenses 2012: $885,9212012Expenses 2013: $939,9822013Revenue 2014: $924,086Expenses 2014: $936,202Net Income 2014: -$12,1162014Revenue 2015: $902,391Expenses 2015: $910,047Net Income 2015: -$7,6562015Revenue 2016: $832,262Expenses 2016: $1,003,146Net Income 2016: -$170,8842016Revenue 2017: $914,060Expenses 2017: $928,143Net Income 2017: -$14,0832017Revenue 2018: $1,070,504Expenses 2018: $817,829Net Income 2018: $252,6752018Revenue 2019: $3,039,781Expenses 2019: $1,199,028Net Income 2019: $1,840,7532019Revenue 2020: $2,290,717Expenses 2020: $1,469,809Net Income 2020: $820,9082020Revenue 2021: $3,198,157Expenses 2021: $2,153,148Net Income 2021: $1,045,0092021Revenue 2022: $4,361,951Expenses 2022: $3,395,254Net Income 2022: $966,6972022Revenue 2023: $4,643,421Expenses 2023: $4,715,515Net Income 2023: -$72,0942023Revenue 2024: $5,610,211Expenses 2024: $5,517,231Net Income 2024: $92,9802024

Highlighted filing

2019

Revenue$3,039,781
Expenses$1,199,028
Net Income$1,840,753
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 15, 2020
Return Version
2018v3.2
Gross Receipts
$3,612,902
Mission and Program Overview

Mission

Residential alcohol and drug treatment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$755,381$2,294,949▲ $1,539,568
Savings and Temporary Cash Investments$1,454,841$1,464,710▲ $9,869
Cash and Non-Interest-Bearing Accounts$179,587$420,738▲ $241,151
Accounts Receivable$402$138,976▲ $138,574
Prepaid Expenses and Deferred Charges$4,893$10,283▲ $5,390
Total Assets$2,395,104$4,329,656▲ $1,934,552
Liabilities
Accounts Payable and Accrued Expenses$51,223$117,406▲ $66,183
Deferred Revenue$6,667--
Total Liabilities$57,890$117,406▲ $59,516
Net Assets / Fund Balance
Unrestricted Net Assets$1,164,678$3,490,200▲ $2,325,522
Permanently Rstr Net Assets$722,050$722,050→ $0
Temporarily Rstr Net Assets$450,486--
Total Net Assets Fund Balance$2,337,214$4,212,250▲ $1,875,036
Total Liabilities and Net Assets / Fund Balance$2,395,104$4,329,656▲ $1,934,552

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,037,936-$1,037,936
Buildings$888,981$28,019$917,000
Leasehold Improvements$347,228$438,387$785,615
Equipment$12,660$50,067$62,727
Other Land Buildings$8,144$16,672$24,816

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,454,841-▲ $9,869-$1,464,710
2017$1,396,956-▲ $57,885-$1,454,841
2016$1,367,800$1,528▲ $167,628$140,000$1,396,956
2015$1,389,131$5,055▼ $26,386-$1,367,800
2014$1,394,676$29,372▲ $18,424$53,341$1,389,131
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisette FraserExecutive DiFT$115,515$115,515

Board Members and Trustees

NameTitle
Erin SchadenPresident
Pam OlsenBoard Member
Rick HeymanBoard Member
Barbara RosenblumSecretary
Blaine ParkerTreasurer
Ginger WoolfVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$467,851
Program Service Revenue
$441,264
Investment Income
$2,037,187
Other Revenue
$93,479
All Other Contributions
$382,534
Change in Net Assets
$1,840,753

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,039,781
Revenue Not Reported on Form 990
$34,283
Total Revenue per Audited Statements
$3,074,064
Total Revenue per Form 990
$3,039,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$605,815
Other Expenses$593,213
Total Fundraising Expense$130,412
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$290,762$70,582$25,380$386,724
Current Officers, Directors, Trustees, and Key Employees$25,649$44,933$44,933$115,515
Fees for Services Other$7,625$23,252$36,175$67,052
Depreciation Depletion$58,999$6,555-$65,554
Fees for Services Accounting-$61,611-$61,611
Other Employee Benefits$37,610$13,731$8,358$59,699
Office Expenses$25,060$23,135$885$49,080
Payroll Taxes$27,642$10,092$6,143$43,877
Insurance$1,316$25,725-$27,041
All Other Expenses-$11,055$8,538$19,593
Other Expenses$18,205$294-$18,205
Conferences and Meetings$4,943$4,504-$9,447
Travel$4,104$651-$4,755
Fees for Services Legal$555$300-$855
Total Functional Expenses$772,196$296,420$130,412$1,199,028

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,199,028
Total Expenses per Audited Statements$1,199,028
Total Expenses per Form 990$1,199,028
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$52,324
Fundraising Gross Income$8,925
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Luncheon$94,242$8,925$34,637$-25,712
Total Events$94,242$8,925$52,324$-43,399
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is first reviewed by the executive staff, bookkeeper and finance committee. It is then presented to the full board of directors for review before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“Officers, directors, trustees, and key employees annually sign an oath of confidentiality and code of ethical conduct, which includes a conflict of interest policy. New board members are required to sign when they are appointed to the board.”

Form 990, Page 6, Part VI, Line 15A

“Casa serena uses comparability data for like non-profits issued by the non-profit support center. Based on that compensation data and yearly evaluation of the executive director, adjustments to salary are made by the finance committee and presented to the board. Further discussion is made, if needed and final compensation is documented in the board minutes.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents available upon request at the executive offices during normal business hours with advance appointment or via mail if requested.”

Filing and Contact Details

Filer

Filer Name
Casa Serena
EIN
95-2862385
Phone
8059661260
Address
1515 BATH STREET, SANTA BARBARA, CA 93101

Signing Officer

Name
Lisette Fraser
Title
Executive Director
Phone
8059661260
Signed
2020-05-15

Organization Details

Principal Officer
Erin Schaden
Formed
1974
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
16
Volunteers
4

Preparer

Firm
Melissa Petersen & Co
Address
PO BOX 92202, SANTA BARBARA, CA 93190-2202
Preparer
Melissa R Petersen
Phone
8056948331
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/ProgramServicesAmt318205
IRS990/OtherExpensesGrp/TotalAmt0195719
IRS990/OtherExpensesGrp/TotalAmt147715
IRS990/OtherExpensesGrp/TotalAmt226586
IRS990/OtherExpensesGrp/TotalAmt318205
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0136878
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0136878
IRS990/OtherRevenueTotalAmt0136878
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt025380
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt070582
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0290762
IRS990/OtherSalariesAndWagesGrp/TotalAmt0386724
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt06143
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010092
IRS990/PayrollTaxesGrp/ProgramServicesAmt027642
IRS990/PayrollTaxesGrp/TotalAmt043877
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0722050
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0722050
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04893
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010283
IRS990/PrincipalOfficerNm0ERIN SCHADEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1GOVERMENT CONTRACTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0439992
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11272
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0439992
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11272
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0284403
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0369121
IRS990/PYOtherExpensesAmt0337911
IRS990/PYOtherRevenueAmt0-34760
IRS990/PYProgramServiceRevenueAmt0451740
IRS990/PYRevenuesLessExpensesAmt0252675
IRS990/PYSalariesCompEmpBnftPaidAmt0479918
IRS990/PYTotalExpensesAmt0817829
IRS990/PYTotalRevenueAmt01070504
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01840753
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0441264
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01454841
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01464710
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt027890
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt027890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0467851
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0284403
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0382962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0337211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0398232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01870659
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt034484
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0369121
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015156
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012787
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012499
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0444047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0621551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0822038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0496114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0473054
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0457283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02870040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt034484
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0369121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015156
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012787
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012499
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0444047
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.83550
IRS990ScheduleA/PublicSupportPY509Pct00.81290
IRS990ScheduleA/PublicSupportTotal509Amt04332092
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt083894
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt085406
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0165166
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt074141
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0408607
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt083894
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt085406
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0137276
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt074141
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0380717
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01089402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01106441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0879076
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0810265
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0855515
IRS990ScheduleA/Total509Grp/TotalAmt04740699
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01123886
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01475562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0894232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0823052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0868014
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05184746
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.24000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0888981
IRS990ScheduleD/BuildingsGrp/DepreciationAmt028019
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0917000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01454841
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01464710
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09869
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01396956
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01454841
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057885
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01367800
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01528
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01396956
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0167628
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0140000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01389131
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05055
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01367800
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-26386
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01394676
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt029372
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01389131
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018424
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt053341
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt012660
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050067
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062727
IRS990ScheduleD/ExpensesSubtotalAmt01199028
IRS990ScheduleD/LandGrp/BookValueAmt01037936
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01037936
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0347228
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0438387
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0785615
IRS990ScheduleD/NetUnrealizedGainsInvstAmt034283
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08144
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016672
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt024816
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.50000
IRS990ScheduleD/RevenueNotReportedAmt034283
IRS990ScheduleD/RevenueSubtotalAmt03039781
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.26000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02294949
IRS990ScheduleD/TotalExpensesPerForm990Amt01199028
IRS990ScheduleD/TotalRevenuePerForm990Amt03039781
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03074064
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01199028
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt085317
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt085317
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt052324
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL LUNCHEON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt094242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt094242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08925
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-43399
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034637
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034637

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,329,656
Liabilities
$117,406
Net assets
$4,212,250
Revenue
$3,039,781
Expenses
$1,199,028
Net income
$1,840,753
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.49$0.39$7.11$5.61$5.52$0.09
2023Detailed filing. Detailed filing data is available for this year.$7.32$0.43$6.89$4.64$4.72$0.07
2022Detailed filing. Detailed filing data is available for this year.$7.02$0.21$6.82$4.36$3.40$0.97
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.15$6.04$3.20$2.15$1.05
2020Detailed filing. Detailed filing data is available for this year.$5.23$0.19$5.04$2.29$1.47$0.82
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.12$4.21$3.04$1.20$1.84
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.06$2.34$1.07$0.82$0.25
2017Summary only. Only limited summary data is available for this year.$2.40$0.05$2.34$0.91$0.93$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.36$0.09$2.27$0.83$1.00$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.59$0.07$2.52$0.90$0.91$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.04$2.58$0.92$0.94$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.07$2.47$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.06$2.35$0.89
2011Summary only. Only limited summary data is available for this year.$2.47$0.08$2.38$0.92$0.86$0.07