Civic Intelligence

Laguna Beach Seniors Inc.

990 • Fiscal year 2017 • EIN 95-2983350

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 25, 2018

Organization Profilewww.lagunabeachseniors.com
380 Third StreetLaguna Beach, CA 92651

(949) 464-6645

Siviq Scores

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

Liabilities / Assets

54th percentile

0.05x

Higher debt load relative to assets than 54% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.08x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

43rd percentile

1.2%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$94,225

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$887,135

Up $9,030 (+1.0%) from 2016

Net Assets

Up

$840,397

Up $7,662 (+0.9%) from 2016

Liabilities

Up

$46,738

Up $1,368 (+3.0%) from 2016

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin43rd percentile

Revenue

Up

$621,492

Up $82,501 (+15%) from 2016

Expenses

Up

$613,830

Up $119,662 (+24%) from 2016

Net Income

Down

$7,662

Down $37,161 (-83%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $745,616Liabilities 2011: $13,897Net Assets 2011: $731,7192011Assets 2012: $773,485Liabilities 2012: $20,435Net Assets 2012: $753,0502012Assets 2013: $791,189Liabilities 2013: $46,110Net Assets 2013: $745,0792013Assets 2014: $783,059Liabilities 2014: $20,569Net Assets 2014: $762,4902014Assets 2015: $823,764Liabilities 2015: $35,852Net Assets 2015: $787,9122015Assets 2016: $878,105Liabilities 2016: $45,370Net Assets 2016: $832,7352016Assets 2017: $887,135Liabilities 2017: $46,738Net Assets 2017: $840,3972017Assets 2018: $919,452Liabilities 2018: $26,078Net Assets 2018: $893,3742018Assets 2019: $1,083,850Liabilities 2019: $26,473Net Assets 2019: $1,057,3772019Assets 2020: $1,429,686Liabilities 2020: $34,256Net Assets 2020: $1,395,4302020Assets 2021: $1,663,916Liabilities 2021: $75,248Net Assets 2021: $1,588,6682021Assets 2022: $1,805,031Liabilities 2022: $96,345Net Assets 2022: $1,708,6862022Assets 2023: $2,301,368Liabilities 2023: $106,394Net Assets 2023: $2,194,9742023

Highlighted filing

2017

Assets$887,135
Liabilities$46,738
Net Assets$840,397
Open 2017 Filing

Operations Trend

Revenue Growth67th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $399,544Expenses 2011: $368,915Net Income 2011: $30,6292011Revenue 2012: $384,261Expenses 2012: $362,930Net Income 2012: $21,3312012Revenue 2013: $429,264Expenses 2013: $437,235Net Income 2013: -$7,9712013Revenue 2014: $489,113Expenses 2014: $471,702Net Income 2014: $17,4112014Revenue 2015: $489,337Expenses 2015: $463,915Net Income 2015: $25,4222015Revenue 2016: $538,991Expenses 2016: $494,168Net Income 2016: $44,8232016Revenue 2017: $621,492Expenses 2017: $613,830Net Income 2017: $7,6622017Revenue 2018: $645,001Expenses 2018: $592,024Net Income 2018: $52,9772018Revenue 2019: $627,844Expenses 2019: $554,170Net Income 2019: $73,6742019Revenue 2020: $825,726Expenses 2020: $567,115Net Income 2020: $258,6112020Revenue 2021: $727,287Expenses 2021: $597,429Net Income 2021: $129,8582021Revenue 2022: $958,774Expenses 2022: $628,011Net Income 2022: $330,7632022Revenue 2023: $1,042,896Expenses 2023: $673,360Net Income 2023: $369,5362023

Highlighted filing

2017

Revenue$621,492
Expenses$613,830
Net Income$7,662
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 25, 2018
Return Version
2017v2.2
Gross Receipts
$621,492
Mission and Program Overview

Mission

The stated mission of the Laguna Beach Seniors, Inc. (Organization) is to provide programs and services that promote independence and wellness within the community. These goals are provided independently and in collaboration with the City of Laguna Beach and other community nonprofits, and currently include: educational classes, fitness/wellness activities, social clubs, case management, outreach, benefits counseling, medical assessments, nutrition services, legal aid, and various other outreach services to the senior community of the City of Laguna Beach.

The Mission of Laguna Beach Seniors is to enhance the lives of seniors through programs, services and advocacy that promote independence, wellness and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$871,824$865,170▼ $6,654
Prepaid Expenses and Deferred Charges$6,281$18,525▲ $12,244
Land, Buildings, and Equipment, Net-$3,440-
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$878,105$887,135▲ $9,030
Other Assets Total-$0-
Liabilities
Other Liabilities$31,500$25,500▼ $6,000
Accounts Payable and Accrued Expenses$13,870$21,238▲ $7,368
Total Liabilities$45,370$46,738▲ $1,368
Net Assets / Fund Balance
Unrestricted Net Assets$832,735$840,397▲ $7,662
Total Net Assets Fund Balance$832,735$840,397▲ $7,662
Total Liabilities and Net Assets / Fund Balance$878,105$887,135▲ $9,030

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,440$152,238$155,678

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$227,743-▲ $121,543-$349,286
2016$189,179-▲ $38,564-$227,743
2015$184,261-▲ $4,917-$189,178
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nasrin N BabayiExecutive DirectorFT$94,225$94,225

Board Members and Trustees

NameTitle
Chris QuilterPresident
Darrcy Loveland BickelVice President
Kristine ThalmanVice President
Cody EngleDirector
Dorene ButlerDirector
Garey E BoisenDirector
Richard FrankDirector
Rick CirelliDirector
Ruth StaffordDirector
JAMES McBRIDESecretary
Maria TrefethenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$504,161
Program Service Revenue
$66,891
Investment Income
$50,156
Other Revenue
$284
All Other Contributions
$266,206
Change in Net Assets
$7,662
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$274,263
Salaries, Compensation, and Employee Benefits$272,425
Professional Fundraising Fees$67,142
Total Fundraising Expense$67,142
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$121,609$56,591-$178,200
Current Officers, Directors, Trustees, and Key Employees$94,225--$94,225
Fees for Services Professional Fundraising--$67,142$67,142
Insurance$9,577--$9,577
Fees for Services Accounting-$7,421-$7,421
Office Expenses-$6,869-$6,869
Other Expenses$15,850$5,649-$5,649
Information Technology$4,481--$4,481
Advertising$3,430--$3,430
Depreciation Depletion$1,244--$1,244
All Other Expenses$357$347-$704
Total Functional Expenses$465,855$80,833$67,142$613,830
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$67,142
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
Unearned Revenue$25,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 2: Description of Business or Family Relationship of Officers, Directors, Et

“Family members on the Board.”

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“The Organizations members, at a meeting in 2017, amended its By-Laws to remove the requirement for members. The Organization is now governed by its Board of Directors.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Discussion provided by the Treasurer to the Board of Directors related to the Form 990.”

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

“Annual reviews and discloures and abstention from voting on certain items.”

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

“Annual performance review of the Executive Director.”

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

“CA Charities Website and/or Upon Request”

Filing and Contact Details

Filer

Filer Name
Laguna Beach Seniors Inc
EIN
95-2983350
Phone
9494646645
Address
380 THIRD STREET, LAGUNA BEACH, CA 92651

Signing Officer

Name
Maria Trefethen
Title
Treasurer
Signed
2018-07-25
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
9
Volunteers
50

Preparer

Firm
Fedak & Brown LLP
Address
6081 Orange Ave, Cypress, CA 90630
Preparer
Charles Z Fedak CPA
Phone
6572142307
Supplemental Narrative

Financial Statement Notes

Part IV, Line 1B: Why is organization an agent, trustee, custodian or other intermediary for contrib

“The organization has entrusted vanguard as and advisor for investment purposes. This relationship is a quasi-endowment relationship from an organizational standpoint.”

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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The stated mission of the Laguna Beach Seniors, Inc. (Organization) is to provide programs and services that promote independence and wellness within the community. These goals are provided independently and in collaboration with the City of Laguna Beach and other community nonprofits, and currently include: educational classes, fitness/wellness activities, social clubs, case management, outreach, benefits counseling, medical assessments, nutrition services, legal aid, and various other outreach services to the senior community of the City of Laguna Beach.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0840397
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06869
IRS990/OfficeExpensesGrp/TotalAmt06869
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc1CONTRIBUTION TO OCCF ENDOWMENT
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL SERVICES
IRS990/OtherExpensesGrp/Desc3TELEPHONE AND INTERNET FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0286
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13670
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25649
IRS990/OtherExpensesGrp/ProgramServicesAmt0140082
IRS990/OtherExpensesGrp/ProgramServicesAmt175000
IRS990/OtherExpensesGrp/ProgramServicesAmt215850
IRS990/OtherExpensesGrp/TotalAmt0140368
IRS990/OtherExpensesGrp/TotalAmt175000
IRS990/OtherExpensesGrp/TotalAmt219520
IRS990/OtherExpensesGrp/TotalAmt35649
IRS990/OtherLiabilitiesGrp/BOYAmt031500
IRS990/OtherLiabilitiesGrp/EOYAmt025500
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0284
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0284
IRS990/OtherRevenueTotalAmt0284
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt056591
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0121609
IRS990/OtherSalariesAndWagesGrp/TotalAmt0178200
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06281
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018525
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1SPECIAL EVENTS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt057228
IRS990/ProgramServiceRevenueGrp/ExclusionAmt19663
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt057228
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19663
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0450491
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt020424
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0188882
IRS990/PYOtherRevenueAmt0514
IRS990/PYProgramServiceRevenueAmt067562
IRS990/PYRevenuesLessExpensesAmt044823
IRS990/PYSalariesCompEmpBnftPaidAmt0237551
IRS990/PYTotalExpensesAmt0494168
IRS990/PYTotalProfFndrsngExpnsAmt067735
IRS990/PYTotalRevenueAmt0538991
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07662
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt066891
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0871824
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0865170
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0504161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0450491
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0408796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0390484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0298474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02052406
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt021347
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt041799
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt063146
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt077282
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt088991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0166273
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021347
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt041799
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt063146
IRS990ScheduleA/InvestmentIncomeCYPct00.02770
IRS990ScheduleA/InvestmentIncomePYPct00.03430
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97230
IRS990ScheduleA/PublicSupportPY509Pct00.96570
IRS990ScheduleA/PublicSupportTotal509Amt02218679
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0504161
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0450491
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0408796
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0467766
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0387465
IRS990ScheduleA/Total509Grp/TotalAmt02218679
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0504161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0450491
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0408796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0489113
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0429264
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02281825
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0227743
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0349286
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0121543
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0189179
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0227743
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038564
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0184261
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0189178
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04917
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03440
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0152238
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0155678
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNEARNED REVENUE
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ENTRUSTED VANGUARD AS AND ADVISOR FOR INVESTMENT PURPOSES. THIS RELATIONSHIP IS A QUASI-ENDOWMENT RELATIONSHIP FROM AN ORGANIZATIONAL STANDPOINT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contrib
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03440

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$887,135
Liabilities
$46,738
Net assets
$840,397
Revenue
$621,492
Expenses
$613,830
Net income
$7,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.30$0.11$2.19$1.04$0.67$0.37
2022Summary only. Only limited summary data is available for this year.$1.81$0.10$1.71$0.96$0.63$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.08$1.59$0.73$0.60$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.03$1.40$0.83$0.57$0.26
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.03$1.06$0.63$0.55$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.03$0.89$0.65$0.59$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.05$0.84$0.62$0.61$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.05$0.83$0.54$0.49$0.04
2015Summary only. Only limited summary data is available for this year.$0.82$0.04$0.79$0.49$0.46$0.03
2014Summary only. Only limited summary data is available for this year.$0.78$0.02$0.76$0.49$0.47$0.02
2013Summary only. Only limited summary data is available for this year.$0.79$0.05$0.75$0.43$0.44$0.01
2012Summary only. Only limited summary data is available for this year.$0.77$0.02$0.75$0.38$0.36$0.02
2011Summary only. Only limited summary data is available for this year.$0.75$0.01$0.73$0.40$0.37$0.03