Civic Intelligence

Genesis Fund

990 • Fiscal year 2024 • EIN 01-0461436

Apr 01, 2023 to Mar 31, 2024 • Filed on Jul 26, 2024

Organization Profilewww.genesisfund.org

View Organization Page

22 Lincoln StreetBrunswick, ME 04011

(207) 844-2035

Siviq Scores

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

Liabilities / Assets

84th percentile

0.72x

Higher debt load relative to assets than 84% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

8.11x

Higher debt load relative to revenue than 96% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

28th percentile

$240,044

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-13%

Faster revenue growth than 13% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$53,555,012

Up $7,329,916 (+16%) from 2023

Net Assets

Up

$14,799,880

Up $1,906,436 (+15%) from 2023

Liabilities

Up

$38,755,132

Up $5,423,480 (+16%) from 2023

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin86th percentile

Revenue

Down

$4,780,412

Down $712,399 (-13%) from 2023

Expenses

Down

$2,908,668

Down $859,561 (-23%) from 2023

Net Income

Up

$1,871,744

Up $147,162 (+8.5%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$80M$60M$40M$20M$0Assets 2011: $7,441,723Liabilities 2011: $4,860,144Net Assets 2011: $2,581,5792011Assets 2012: $8,172,287Liabilities 2012: $5,583,622Net Assets 2012: $2,588,6652012Assets 2013: $9,940,116Liabilities 2013: $6,866,141Net Assets 2013: $3,073,9752013Assets 2014: $12,075,046Liabilities 2014: $9,045,352Net Assets 2014: $3,029,6942014Assets 2015: $13,901,148Liabilities 2015: $10,967,228Net Assets 2015: $2,933,9202015Assets 2016: $15,293,029Liabilities 2016: $12,319,845Net Assets 2016: $2,973,1842016Assets 2017: $16,715,651Liabilities 2017: $13,281,469Net Assets 2017: $3,434,1822017Assets 2018: $17,673,085Liabilities 2018: $13,730,483Net Assets 2018: $3,942,6022018Assets 2019: $21,871,044Liabilities 2019: $16,573,806Net Assets 2019: $5,297,2382019Assets 2020: $27,181,863Liabilities 2020: $20,675,694Net Assets 2020: $6,506,1692020Assets 2021: $32,765,615Liabilities 2021: $24,693,281Net Assets 2021: $8,072,3342021Assets 2022: $38,143,317Liabilities 2022: $26,974,455Net Assets 2022: $11,168,8622022Assets 2023: $46,225,096Liabilities 2023: $33,331,652Net Assets 2023: $12,893,4442023Assets 2024: $53,555,012Liabilities 2024: $38,755,132Net Assets 2024: $14,799,8802024Assets 2025: $66,598,190Liabilities 2025: $48,697,540Net Assets 2025: $17,900,6502025

Highlighted filing

2024

Assets$53,555,012
Liabilities$38,755,132
Net Assets$14,799,880
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $905,5502011Expenses 2012: $523,6212012Revenue 2013: $1,105,781Expenses 2013: $620,471Net Income 2013: $485,3102013Revenue 2014: $671,268Expenses 2014: $715,549Net Income 2014: -$44,2812014Revenue 2015: $686,737Expenses 2015: $782,511Net Income 2015: -$95,7742015Revenue 2016: $919,682Expenses 2016: $875,428Net Income 2016: $44,2542016Revenue 2017: $1,531,012Expenses 2017: $1,070,014Net Income 2017: $460,9982017Revenue 2018: $1,804,553Expenses 2018: $1,296,133Net Income 2018: $508,4202018Revenue 2019: $2,740,892Expenses 2019: $1,386,257Net Income 2019: $1,354,6352019Revenue 2020: $3,876,573Expenses 2020: $2,667,642Net Income 2020: $1,208,9312020Revenue 2021: $3,745,329Expenses 2021: $2,179,164Net Income 2021: $1,566,1652021Revenue 2022: $5,192,917Expenses 2022: $2,096,389Net Income 2022: $3,096,5282022Revenue 2023: $5,492,811Expenses 2023: $3,768,229Net Income 2023: $1,724,5822023Revenue 2024: $4,780,412Expenses 2024: $2,908,668Net Income 2024: $1,871,7442024Revenue 2025: $7,893,479Expenses 2025: $4,792,709Net Income 2025: $3,100,7702025

Highlighted filing

2024

Revenue$4,780,412
Expenses$2,908,668
Net Income$1,871,744
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jul 26, 2024
Return Version
2023v5.1
Gross Receipts
$4,780,412
Mission and Program Overview

Mission

The mission of The Genesis Fund is to bring together resources to create housing and other economic and social opportunities for underserved people and communities throughout Maine.

The mission of The Genesis Fund is to bring together resources to create housing and other economic and social opportunities for underserved people and communities throughout Maine, New Hampshire, and Vermont.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$34,454,768$42,810,175▲ $8,355,407
Cash and Non-Interest-Bearing Accounts$9,730,151$9,836,650▲ $106,499
Land, Buildings, and Equipment, Net$527,941$504,252▼ $23,689
Receivables From Officers Etc$178,429$0▼ $178,429
Accounts Receivable$48,779$69,078▲ $20,299
Prepaid Expenses and Deferred Charges$15,660$50,277▲ $34,617
Pledges and Grants Receivable$1,075,359$25,627▼ $1,049,732
Loans From Officers Directors$33,067$11,093▼ $21,974
Total Assets$46,225,096$53,555,012▲ $7,329,916
Other Assets Total$194,009$258,953▲ $64,944
Liabilities
Unsecured Notes Loans Payable$28,274,578$31,099,108▲ $2,824,530
Other Liabilities$4,500,000$7,000,000▲ $2,500,000
Accounts Payable and Accrued Expenses$487,735$611,251▲ $123,516
Deferred Revenue$36,272$33,680▼ $2,592
Total Liabilities$33,331,652$38,755,132▲ $5,423,480
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,630,182$12,511,634▲ $1,881,452
Net Assets With Donor Restrictions$2,263,262$2,288,246▲ $24,984
Total Net Assets Fund Balance$12,893,444$14,799,880▲ $1,906,436
Total Liabilities and Net Assets / Fund Balance$46,225,096$53,555,012▲ $7,329,916

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$408,929$166,942$575,871
Land$94,213-$94,213
Equipment$1,110$59,340$60,450
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth Fleming-IvesExecutive DirectorFT$182,045$57,999$240,044
Jennifer RottmannDeputy Director & CFOFT$156,842$46,708$203,550
Erica Quin-EasterDirector of LendingFT$129,542$19,270$148,812
John EganSenior Program OfficerFT$106,261$16,146$122,407
Elyse TiptonCommunications DirectorFT$100,987$12,099$113,086

Board Members and Trustees

NameTitle
Rebecca HatfieldPresident
Julie WagonerVice President
Beth HaywardDirector
Betty RobinsonDirector
Jeff MosleyDirector
Robyn WardellDirector
Shima KabirigiDirector
Tom WhelanDirector
Janice de LimaSecretary
Laurie MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,128,563
Program Service Revenue
$2,199,890
Investment Income
$442,748
Other Revenue
$9,211
All Other Contributions
$328,746
Change in Net Assets
$1,871,744

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,780,412
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,780,412
Total Revenue per Form 990
$4,780,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,517,850
Salaries, Compensation, and Employee Benefits$1,390,818
Total Fundraising Expense$91,972
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$805,448--$805,448
Other Salaries and Wages$628,442$94,589$18,615$741,646
Current Officers, Directors, Trustees, and Key Employees$393,307$58,681$11,715$463,703
Fees for Services Other$89,666$5,686$1,021$96,373
Payroll Taxes$68,657$10,409$1,996$81,062
Advertising$28,987$1,000$49,215$79,202
Other Employee Benefits$66,928$9,535$2,049$78,512
Fees for Services Accounting$45,869$2,910$522$49,301
Information Technology$41,526$3,692$574$45,792
Office Expenses$30,879$3,868$2,282$37,029
Occupancy$29,378$4,142$830$34,350
Fees for Services Legal$27,900$1,769$318$29,987
Pension Plan Contributions$22,074$3,145$676$25,895
Insurance$21,342$2,671$495$24,508
Depreciation Depletion$20,141$2,947$600$23,688
Travel$21,485$908$253$22,646
Conferences and Meetings$12,298$470$708$13,476
Other Expenses$6,976$473$103$6,976
Total Functional Expenses$2,609,801$206,895$91,972$2,908,668

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,908,668
Total Expenses per Audited Statements$2,908,668
Total Expenses per Form 990$2,908,668
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Receivables from Officers, Directors, Trustees, and Key Employees$178,429$0▼ $178,429
Loans from Officers, Directors, Trustees, and Key Employees$33,067$11,093▼ $21,974
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Subordinated debt$7,000,000
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
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, Part VI, Section B, line 11B

“Board members review Form 990 at the board meeting prior to filing.”

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

“Annually, board members sign a form disclosing any conflicts of interest and certifying compliance with the policy. At each meeting, board members discuss if they have any conflicts of interest.”

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

“The board of directors reviews comparability data from independent sources to evaluate compensation of the executive director. The board then discusses, approves, and documents the executive director's compensation at regular meetings.”

Form 990, Part VI, Section C, line 18

“Forms are available for public inspection at The Genesis Fund's website, Guidestar's website and upon request.”

Form 990, Part VI, Section C, line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
The Genesis Fund
EIN
01-0461436
Phone
2078442035
Address
22 Lincoln Street, Brunswick, ME 04011

Signing Officer

Name
Elizabeth Fleming-Ives
Title
Executive Director
Phone
2078442035
Signed
2024-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Fleming-Ives
Formed
1991
Legal Domicile
Me
Voting Board Members
10
Independent Board Members
10
Employees
11
Volunteers
13

Preparer

Firm
Pgm LLC
Address
319 Main Street, Biddeford, ME 04005
Phone
2074155714
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Cumulative adjustment from adoption of new credit loss standard 34692.”

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IRS990/Desc0In FY24, the Genesis Fund closed 31 loans for over $13 million, increasing the outstanding loan portfolio to $44 million. Through this lending, 619 units of housing were created or preserved. In addition, the Genesis Fund's lending reached over 35,000 additional people through support of community facilities such as healthcare clinics, food pantries, childcare centers, support of entrepreneurs, and other community service hubs. The Genesis Fund also provided over 3,200 hours of professional guidance to dozens of projects in FY24, helping to create affordable housing and community facilities by sharing professional knowledge to develop these projects.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Deputy Director & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director of Lending
IRS990/Form990PartVIISectionAGrp/TitleTxt13Senior Program Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Communications Director
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IRS990/FormationYr01991
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IRS990/InformationTechnologyGrp/TotalAmt045792
IRS990/InsuranceGrp/FundraisingAmt0495
IRS990/InsuranceGrp/ManagementAndGeneralAmt02671
IRS990/InsuranceGrp/ProgramServicesAmt021342
IRS990/InsuranceGrp/TotalAmt024508
IRS990/InterestGrp/ProgramServicesAmt0805448
IRS990/InterestGrp/TotalAmt0805448
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0527941
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0504252
IRS990/LandBldgEquipCostOrOtherBssAmt0730534
IRS990/LegalDomicileStateCd0ME
IRS990/LessRentalExpensesGrp/RealAmt00
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt033067
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt011093
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The mission of The Genesis Fund is to bring together resources to create housing and other economic and social opportunities for underserved people and communities throughout Maine, New Hampshire, and Vermont.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012893444
IRS990/NetAssetsOrFundBalancesEOYAmt014799880
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt07200
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt07200
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010630182
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012511634
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0830
IRS990/OccupancyGrp/ManagementAndGeneralAmt04142
IRS990/OccupancyGrp/ProgramServicesAmt029378
IRS990/OccupancyGrp/TotalAmt034350
IRS990/OfficeExpensesGrp/FundraisingAmt02282
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03868
IRS990/OfficeExpensesGrp/ProgramServicesAmt030879
IRS990/OfficeExpensesGrp/TotalAmt037029
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0194009
IRS990/OtherAssetsTotalGrp/EOYAmt0258953
IRS990/OtherChangesInNetAssetsAmt034692
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02049
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09535
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt066928
IRS990/OtherEmployeeBenefitsGrp/TotalAmt078512
IRS990/OtherExpensesGrp/Desc0Loan loss provision
IRS990/OtherExpensesGrp/Desc1Grant expense
IRS990/OtherExpensesGrp/Desc2Dues and publications
IRS990/OtherExpensesGrp/Desc3Loan servicing expense
IRS990/OtherExpensesGrp/FundraisingAmt0103
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0473
IRS990/OtherExpensesGrp/ProgramServicesAmt0158711
IRS990/OtherExpensesGrp/ProgramServicesAmt181488
IRS990/OtherExpensesGrp/ProgramServicesAmt28299
IRS990/OtherExpensesGrp/ProgramServicesAmt36976
IRS990/OtherExpensesGrp/TotalAmt0158711
IRS990/OtherExpensesGrp/TotalAmt181488
IRS990/OtherExpensesGrp/TotalAmt28875
IRS990/OtherExpensesGrp/TotalAmt36976
IRS990/OtherLiabilitiesGrp/BOYAmt04500000
IRS990/OtherLiabilitiesGrp/EOYAmt07000000
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IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02011
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02011
IRS990/OtherRevenueTotalAmt02011
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018615
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt094589
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0628442
IRS990/OtherSalariesAndWagesGrp/TotalAmt0741646
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt034454768
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt042810175
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01996
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010409
IRS990/PayrollTaxesGrp/ProgramServicesAmt068657
IRS990/PayrollTaxesGrp/TotalAmt081062
IRS990/PensionPlanContributionsGrp/FundraisingAmt0676
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03145
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt022074
IRS990/PensionPlanContributionsGrp/TotalAmt025895
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01075359
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt025627
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015660
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050277
IRS990/PrincipalOfficerNm0Elizabeth Fleming-Ives
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1522299
IRS990/ProgramServiceRevenueGrp/BusinessCd2522299
IRS990/ProgramServiceRevenueGrp/Desc0Loan Interest
IRS990/ProgramServiceRevenueGrp/Desc1Loan Fees
IRS990/ProgramServiceRevenueGrp/Desc2Technical Assistance
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02008404
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1163352
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt228134
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02008404
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1163352
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt228134
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03562447
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt08513
IRS990/PYProgramServiceRevenueAmt01816136
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt07200
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02201901
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03621201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02421780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02612648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014346639
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0449948
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037126
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt069889
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0677935
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02011
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02011
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IRS990ScheduleA/PublicSupportTotal170Amt014132171
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03562447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03621201
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02421780

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,555,012
Liabilities
$38,755,132
Net assets
$14,799,880
Revenue
$4,780,412
Expenses
$2,908,668
Net income
$1,871,744
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$66.6$48.7$17.9$7.89$4.79$3.10
2024Detailed filing. Detailed filing data is available for this year.$53.6$38.8$14.8$4.78$2.91$1.87
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.2$33.3$12.9$5.49$3.77$1.72
2022Detailed filing. Detailed filing data is available for this year.$38.1$27.0$11.2$5.19$2.10$3.10
2021Detailed filing. Detailed filing data is available for this year.$32.8$24.7$8.07$3.75$2.18$1.57
2020Detailed filing. Detailed filing data is available for this year.$27.2$20.7$6.51$3.88$2.67$1.21
2019Detailed filing. Detailed filing data is available for this year.$21.9$16.6$5.30$2.74$1.39$1.35
2018Detailed filing. Detailed filing data is available for this year.$17.7$13.7$3.94$1.80$1.30$0.51
2017Detailed filing. Detailed filing data is available for this year.$16.7$13.3$3.43$1.53$1.07$0.46
2016Detailed filing. Detailed filing data is available for this year.$15.3$12.3$2.97$0.92$0.88$0.04
2015Detailed filing. Detailed filing data is available for this year.$13.9$11.0$2.93$0.69$0.78$0.10
2014Detailed filing. Detailed filing data is available for this year.$12.1$9.05$3.03$0.67$0.72$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.94$6.87$3.07$1.11$0.62$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.17$5.58$2.59$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.44$4.86$2.58$0.91