Civic Intelligence

Lee Academy

990 • Fiscal year 2021 • EIN 01-0237244

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 09, 2022

Organization ProfileWWW.LEEACADEMY.ORG

View Organization Page

26 Winn RoadLee, ME 04455

(207) 738-2252

Siviq Scores

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

Liabilities / Assets

71st percentile

0.33x

Higher debt load relative to assets than 71% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.63x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

34th percentile

4.4%

Higher net margin than 34% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

44th percentile

$105,575

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

13th percentile

-3.9%

Faster asset growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-27%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$6,114,936

Down $247,981 (-3.9%) from 2020

Net Assets

Up

$4,077,242

Up $44,245 (+1.1%) from 2020

Liabilities

Down

$2,037,694

Down $292,226 (-13%) from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin34th percentile

Revenue

Down

$3,254,955

Down $1,219,509 (-27%) from 2020

Expenses

Down

$3,110,313

Down $260,340 (-7.7%) from 2020

Net Income

Down

$144,642

Down $959,169 (-87%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th 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: $4,456,674Liabilities 2011: $1,791,558Net Assets 2011: $2,665,1162011Assets 2012: $4,629,052Liabilities 2012: $1,667,165Net Assets 2012: $2,961,8872012Assets 2013: $5,221,158Liabilities 2013: $1,809,688Net Assets 2013: $3,411,4702013Assets 2014: $6,300,177Liabilities 2014: $1,994,272Net Assets 2014: $4,305,9052014Assets 2016: $5,668,227Liabilities 2016: $3,069,463Net Assets 2016: $2,598,7642016Assets 2017: $5,741,931Liabilities 2017: $3,639,298Net Assets 2017: $2,102,6332017Assets 2018: $6,228,032Liabilities 2018: $3,781,049Net Assets 2018: $2,446,9832018Assets 2019: $6,100,880Liabilities 2019: $3,223,762Net Assets 2019: $2,877,1182019Assets 2020: $6,362,917Liabilities 2020: $2,329,920Net Assets 2020: $4,032,9972020Assets 2021: $6,114,936Liabilities 2021: $2,037,694Net Assets 2021: $4,077,2422021Assets 2022: $5,083,453Liabilities 2022: $311,301Net Assets 2022: $4,772,1522022Assets 2023: $5,226,810Liabilities 2023: $323,020Net Assets 2023: $4,903,7902023Assets 2024: $5,571,510Liabilities 2024: $276,278Net Assets 2024: $5,295,2322024Assets 2025: $5,932,932Liabilities 2025: $367,895Net Assets 2025: $5,565,0372025

Highlighted filing

2021

Assets$6,114,936
Liabilities$2,037,694
Net Assets$4,077,242
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,929,802Expenses 2011: $4,051,967Net Income 2011: -$122,1652011Revenue 2012: $4,683,779Expenses 2012: $4,340,063Net Income 2012: $343,7162012Revenue 2013: $5,223,070Expenses 2013: $4,873,666Net Income 2013: $349,4042013Revenue 2014: $5,312,889Expenses 2014: $4,704,500Net Income 2014: $608,3892014Revenue 2016: $3,694,732Expenses 2016: $4,590,934Net Income 2016: -$896,2022016Revenue 2017: $4,141,376Expenses 2017: $4,723,880Net Income 2017: -$582,5042017Revenue 2018: $4,297,777Expenses 2018: $4,084,492Net Income 2018: $213,2852018Revenue 2019: $3,909,985Expenses 2019: $3,649,276Net Income 2019: $260,7092019Revenue 2020: $4,474,464Expenses 2020: $3,370,653Net Income 2020: $1,103,8112020Revenue 2021: $3,254,955Expenses 2021: $3,110,313Net Income 2021: $144,6422021Revenue 2022: $4,248,142Expenses 2022: $3,267,895Net Income 2022: $980,2472022Revenue 2023: $3,192,511Expenses 2023: $2,914,088Net Income 2023: $278,4232023Revenue 2024: $2,863,719Expenses 2024: $2,678,678Net Income 2024: $185,0412024Revenue 2025: $2,836,855Expenses 2025: $2,706,890Net Income 2025: $129,9652025

Highlighted filing

2021

Revenue$3,254,955
Expenses$3,110,313
Net Income$144,642
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 9, 2022
Return Version
2020v4.2
Gross Receipts
$3,342,891
Mission and Program Overview

Mission

The operation of a secondary nonprofit private school.

The exempt purpose is the operation of a secondary nonprofit private school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,835,270$2,839,684▲ $4,414
Investments in Publicly Traded Securities$1,390,118$1,647,346▲ $257,228
Savings and Temporary Cash Investments$816,627$1,026,857▲ $210,230
Accounts Receivable$530,550$176,731▼ $353,819
Loans From Officers Directors$70,500$70,500→ $0
Prepaid Expenses and Deferred Charges$17,800$24,041▲ $6,241
Total Assets$5,979,375$6,114,936▲ $135,561
Other Assets Total$389,010$400,277▲ $11,267
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,534,922$1,501,934▼ $32,988
Accounts Payable and Accrued Expenses$275,884$328,718▲ $52,834
Deferred Revenue$343,483$91,418▼ $252,065
Escrow Account Liability$54,966$45,124▼ $9,842
Total Liabilities$2,279,755$2,037,694▼ $242,061
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,279,135$2,570,895▲ $291,760
Net Assets Without Donor Restrictions$1,420,485$1,506,347▲ $85,862
Total Net Assets Fund Balance$3,699,620$4,077,242▲ $377,622
Total Liabilities and Net Assets / Fund Balance$5,979,375$6,114,936▲ $135,561

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,981,252$2,624,899$4,606,151
Land$682,131-$682,131
Equipment$68,308$599,997$668,305
Other Land Buildings$107,993$253,540$361,533
Other Assets Org$370,323--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,390,118$0▲ $287,028$29,800$1,647,346
2020$1,303,690$6,930▲ $94,548$15,050$1,390,118
2019$1,159,913$14,511▲ $144,006$14,740$1,303,690
2018$1,119,294$2,045▲ $54,251$15,677$1,159,913
2017$1,080,771$34,731▲ $96,136$92,344$1,119,294
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
Luke ShortyHeadmaster$105,575$105,575

Board Members and Trustees

NameTitle
Victoria Nute MerryTrustee/president
Hollie WorsterTrustee
Judith MallettTrustee
Leonard SabaTrustee
Meghann ZanottaTrustee
Michael SmithTrustee
Nancy Morse DysartTrustee
Patricia LockeTrustee
Richard ScribnerTrustee
Theresa KnowlesTrustee
Wallace AlexanderTrustee
Wendy Saba DunbarTrustee
Sean Opie MacdonaldTrustee/1st VP
Scott MalloryTrustee/2nd VP
Victoria BurpeeTrustee/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$663,786
Program Service Revenue
$2,165,679
Investment Income
$57,960
Other Revenue
$367,530
All Other Contributions
$65,831
Change in Net Assets
$144,642

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,258,231
Revenue Not Reported on Financial Statements
$-3,276
Revenue Not Reported on Form 990
$232,980
Other Revenue Adjustments
$-13,317
Total Revenue per Audited Statements
$3,491,211
Total Revenue per Form 990
$3,254,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,022,208
Other Expenses$1,088,105
Total Fundraising Expense$20,220
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$967,469$502,390$10,581$1,480,440
Other Employee Benefits$231,959$144,499$3,802$380,260
All Other Expenses$234,681$31,000-$265,681
Depreciation Depletion$105,892$35,298-$141,190
Occupancy$88,453$33,975-$122,428
Current Officers, Directors, Trustees, and Key Employees-$100,296$5,278$105,574
Other Expenses$31,907$34,837-$66,744
Interest$46,463$15,488-$61,951
Payroll Taxes$34,120$21,255$559$55,934
Fees for Services Other-$49,458-$49,458
Insurance$32,520$10,840-$43,360
Information Technology$8,948$15,890-$24,838
Fees for Services Legal-$14,746-$14,746
Advertising$13,083$103-$13,186
Fees for Service Investment Mgmnt Fees-$10,041-$10,041
Office Expenses$5,189--$5,189
Travel$3,137--$3,137
Total Functional Expenses$2,050,705$1,039,388$20,220$3,110,313

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,113,589
Total Expenses per Form 990$3,110,313
Expenses per Audited Statements$3,100,272
Expenses Not Reported on Form 990$13,317
Expenses Not Reported on Financial Statements$10,041
International Activity

International Summary

Offices
1
Employees
0
Spending
$0

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East AsiaRevenues From Consulting With School Operations and Curiculum.Provides Curriculum and Assistance With School Operations.10-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$70,500$70,500→ $0
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 35% controlled entity
No
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, Section A, Line 2

“Leonard saba and wendy dunbar - family relationship sean macdonald and meghanna zanotta - family relationship”

Form 990, Part VI, Section B, Line 11B

“The business manager is responsible for reviewing and signing form 990. Any questions or concerns are discussed with our accountant.”

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

“Board members are expected to make known any actual or apparent conflicts of interest, annually and as conflicts occur.”

Form 990, Part VI, Section B, Line 15

“Independent board members are involved in the deliberation and decision making for compensation of the organization's executive director, top management, officers, and key employees. Substantiaion for these decisions can be found in the minutes of the meetings.”

Form 990, Part VI, Section C, Line 18

“The organization's forms 990 and 1023 are available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Lee Academy
EIN
01-0237244
Phone
2077382252
Address
26 WINN ROAD, LEE, ME 04455

Signing Officer

Name
Luke Shorty
Title
Executive Director
Phone
2077382252
Signed
2022-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Luke Shorty
Formed
1845
Legal Domicile
Me
Voting Board Members
15
Independent Board Members
15
Employees
65
Volunteers
0

Preparer

Firm
Haverlock Estey & Curran LLC
Address
8 COMMERCE COURT, HAMPDEN, ME 04444-1538
Preparer
Danielle a Gagnon
Phone
2079455695
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest 6,939.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are used for scholarships and general operations.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest 6,939.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on sale of assets -13,317.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on sale of assets 13,317.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE/PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0115713
IRS990/GrossReceiptsAmt03342891
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IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InformationTechnologyGrp/ProgramServicesAmt08948
IRS990/InformationTechnologyGrp/TotalAmt024838
IRS990/InsuranceGrp/ManagementAndGeneralAmt010840
IRS990/InsuranceGrp/ProgramServicesAmt032520
IRS990/InsuranceGrp/TotalAmt043360
IRS990/InterestGrp/ManagementAndGeneralAmt015488
IRS990/InterestGrp/ProgramServicesAmt046463
IRS990/InterestGrp/TotalAmt061951
IRS990/InvestmentIncomeGrp/ExclusionAmt030183
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030183
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01390118
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01647346
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03478436
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02835270
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02839684
IRS990/LandBldgEquipCostOrOtherBssAmt06318120
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt013317
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt074619
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt070500
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt070500
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE OPERATION OF A SECONDARY NONPROFIT PRIVATE SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01534922
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01501934
IRS990/NetAssetsOrFundBalancesBOYAmt03699620
IRS990/NetAssetsOrFundBalancesEOYAmt04077242
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt041094
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-13317
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027777
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0226041
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01420485
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01506347
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt033975
IRS990/OccupancyGrp/ProgramServicesAmt088453
IRS990/OccupancyGrp/TotalAmt0122428
IRS990/OfficeExpensesGrp/ProgramServicesAmt05189
IRS990/OfficeExpensesGrp/TotalAmt05189
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0389010
IRS990/OtherAssetsTotalGrp/EOYAmt0400277
IRS990/OtherChangesInNetAssetsAmt06939
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03802
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0144499
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0231959
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0380260
IRS990/OtherExpensesGrp/Desc0HOST FAMILY COSTS
IRS990/OtherExpensesGrp/Desc1PROVISIONS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019272
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt134837
IRS990/OtherExpensesGrp/ProgramServicesAmt0100098
IRS990/OtherExpensesGrp/ProgramServicesAmt188974
IRS990/OtherExpensesGrp/ProgramServicesAmt257812
IRS990/OtherExpensesGrp/ProgramServicesAmt331907
IRS990/OtherExpensesGrp/TotalAmt0100098
IRS990/OtherExpensesGrp/TotalAmt188974
IRS990/OtherExpensesGrp/TotalAmt277084
IRS990/OtherExpensesGrp/TotalAmt366744
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0CONSULTING
IRS990/OtherRevenueMiscGrp/Desc1OTHER REVENUES
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt184200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0283330
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt184200
IRS990/OtherRevenueTotalAmt0367530
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010581
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0502390
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0967469
IRS990/OtherSalariesAndWagesGrp/TotalAmt01480440
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0559
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021255
IRS990/PayrollTaxesGrp/ProgramServicesAmt034120
IRS990/PayrollTaxesGrp/TotalAmt055934
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017800
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024041
IRS990/PrincipalOfficerNm0LUKE SHORTY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL LUNCH ASSISTANC
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt190909
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02074770
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt190909
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0909335
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt081740
IRS990/PYOtherExpensesAmt01302040
IRS990/PYOtherRevenueAmt0346220
IRS990/PYProgramServiceRevenueAmt02656568
IRS990/PYRevenuesLessExpensesAmt0573164
IRS990/PYSalariesCompEmpBnftPaidAmt02118659
IRS990/PYTotalExpensesAmt03420699
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03993863
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0144642
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02519892
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0816627
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01026857
IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
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IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04606151
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01390118
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01647346
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0287028
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt029800
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01303690
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06930
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01390118
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt094548
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt015050
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01159913
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt014511
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01303690
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt014740
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01119294
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02045
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01159913

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,114,936
Liabilities
$2,037,694
Net assets
$4,077,242
Revenue
$3,254,955
Expenses
$3,110,313
Net income
$144,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.93$0.37$5.57$2.84$2.71$0.13
2024Detailed filing. Detailed filing data is available for this year.$5.57$0.28$5.30$2.86$2.68$0.19
2023Detailed filing. Detailed filing data is available for this year.$5.23$0.32$4.90$3.19$2.91$0.28
2022Detailed filing. Detailed filing data is available for this year.$5.08$0.31$4.77$4.25$3.27$0.98
2021Detailed filing. Detailed filing data is available for this year.$6.11$2.04$4.08$3.25$3.11$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.36$2.33$4.03$4.47$3.37$1.10
2019Detailed filing. Detailed filing data is available for this year.$6.10$3.22$2.88$3.91$3.65$0.26
2018Detailed filing. Detailed filing data is available for this year.$6.23$3.78$2.45$4.30$4.08$0.21
2017Detailed filing. Detailed filing data is available for this year.$5.74$3.64$2.10$4.14$4.72$0.58
2016Summary only. Only limited summary data is available for this year.$5.67$3.07$2.60$3.69$4.59$0.90
2014Summary only. Only limited summary data is available for this year.$6.30$1.99$4.31$5.31$4.70$0.61
2013Summary only. Only limited summary data is available for this year.$5.22$1.81$3.41$5.22$4.87$0.35
2012Summary only. Only limited summary data is available for this year.$4.63$1.67$2.96$4.68$4.34$0.34
2011Summary only. Only limited summary data is available for this year.$4.46$1.79$2.67$3.93$4.05$0.12