Civic Intelligence

Utility Economic Development Association

990 • Fiscal year 2018 • EIN 01-0579984

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

Organization ProfileWWW.UTILITYEDA.COM
1 Stewart CourtNewport, RI 02840

(401) 619-5167

Siviq Scores

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

Liabilities / Assets

84th percentile

0.26x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

0.32x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

71st percentile

11%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

87th percentile

$53,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-1.0%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$273,796

Up $25,104 (+10%) from 2017

Net Assets

Up

$203,536

Up $25,249 (+14%) from 2017

Liabilities

Down

$70,260

Down $145 (-0.2%) from 2017

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin71st percentile

Revenue

Down

$221,053

Down $2,125 (-1.0%) from 2017

Expenses

Down

$195,804

Down $9,956 (-4.8%) from 2017

Net Income

Up

$25,249

Up $7,831 (+45%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$300K$200K$100K$0Assets 2010: $182,613Liabilities 2010: $69,760Net Assets 2010: $112,8532010Assets 2011: $170,065Liabilities 2011: $40,810Net Assets 2011: $129,2552011Assets 2012: $173,831Liabilities 2012: $42,645Net Assets 2012: $131,1862012Assets 2013: $179,089Liabilities 2013: $56,520Net Assets 2013: $122,5692013Assets 2014: $186,962Liabilities 2014: $69,435Net Assets 2014: $117,5272014Assets 2015: $214,209Liabilities 2015: $58,120Net Assets 2015: $156,0892015Assets 2016: $223,679Liabilities 2016: $62,810Net Assets 2016: $160,8692016Assets 2017: $248,692Liabilities 2017: $70,405Net Assets 2017: $178,2872017Assets 2018: $273,796Liabilities 2018: $70,260Net Assets 2018: $203,5362018Assets 2019: $254,482Liabilities 2019: $57,420Net Assets 2019: $197,0622019Assets 2020: $239,610Liabilities 2020: $63,927Net Assets 2020: $175,6832020Assets 2021: $183,406Liabilities 2021: $28,380Net Assets 2021: $155,0262021Assets 2022: $193,990Liabilities 2022: $75,687Net Assets 2022: $118,3032022Assets 2023: $170,459Liabilities 2023: $79,060Net Assets 2023: $91,3992023Assets 2024: $204,686Liabilities 2024: $83,380Net Assets 2024: $121,3062024

Highlighted filing

2018

Assets$273,796
Liabilities$70,260
Net Assets$203,536
Open 2018 Filing

Operations Trend

Revenue Growth46th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $137,855Expenses 2010: $142,102Net Income 2010: -$4,2472010Expenses 2011: $188,6492011Revenue 2012: $194,246Expenses 2012: $192,315Net Income 2012: $1,9312012Revenue 2013: $188,414Expenses 2013: $197,031Net Income 2013: -$8,6172013Revenue 2014: $194,231Expenses 2014: $199,273Net Income 2014: -$5,0422014Revenue 2015: $229,258Expenses 2015: $190,696Net Income 2015: $38,5622015Revenue 2016: $196,692Expenses 2016: $191,912Net Income 2016: $4,7802016Revenue 2017: $223,178Expenses 2017: $205,760Net Income 2017: $17,4182017Revenue 2018: $221,053Expenses 2018: $195,804Net Income 2018: $25,2492018Revenue 2019: $210,151Expenses 2019: $216,625Net Income 2019: -$6,4742019Revenue 2020: $140,166Expenses 2020: $161,545Net Income 2020: -$21,3792020Revenue 2021: $156,637Expenses 2021: $177,294Net Income 2021: -$20,6572021Revenue 2022: $181,967Expenses 2022: $218,690Net Income 2022: -$36,7232022Revenue 2023: $231,084Expenses 2023: $257,988Net Income 2023: -$26,9042023Revenue 2024: $343,370Expenses 2024: $313,463Net Income 2024: $29,9072024

Highlighted filing

2018

Revenue$221,053
Expenses$195,804
Net Income$25,249
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.1
Gross Receipts
$221,053
Mission and Program Overview

Mission

Provide educational and networking opportunities for economic development of certain utilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$190,697$215,892▲ $25,195
Cash and Non-Interest-Bearing Accounts$34,607$36,570▲ $1,963
Accounts Receivable$14,305$13,535▼ $770
Prepaid Expenses and Deferred Charges$3,338$5,187▲ $1,849
Intangible Assets$5,745$2,612▼ $3,133
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-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Total Assets$248,692$273,796▲ $25,104
Other Assets Total-$0-
Liabilities
Deferred Revenue$70,405$70,260▼ $145
Total Liabilities$70,405$70,260▼ $145
Net Assets / Fund Balance
Unrestricted Net Assets$178,287$203,536▲ $25,249
Total Net Assets Fund Balance$178,287$203,536▲ $25,249
Total Liabilities and Net Assets / Fund Balance$248,692$273,796▲ $25,104
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Christina AgnewManaging DirectPT$53,000$53,000
Robert AgnewExec DirectorPT$53,000$53,000

Board Members and Trustees

NameTitle
Jeffrey MayesPresident & CEO
Crystal StilesVice President
Alba WeaverDirector
Dan PfeifferDirector
Darnita BradleyDirector
Eduardo JimenezDirector
Edward SitarDirector
Joseph RussoDirector
Kelly PattonDirector
Maureen SharkeyDirector
Mike KearneyDirector
Nancy NorrDirector
Shawn PingletonDirector
Steven ShuppDirector
Stuart AmesDirector
Rick EdwardsSecretary
Patrick KellyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$220,858
Investment Income
$195
Other Revenue
$0
Change in Net Assets
$25,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$106,000
Other Expenses$89,804
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$106,000
Conferences and Meetings---$71,160
Office Expenses---$3,359
Depreciation Depletion---$3,133
Fees for Services Accounting---$2,400
Other Expenses---$1,044
Total Functional Expenses$0$0$0$195,804
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
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“The executive and managing directors are married and partners in a business”

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“day to day administrative services are delegated to a partnership owned and operated by the executive and managing directors.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“members of the organization are drawn from the various utility companies”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“members elect the board of directors who elect the officers of the organization”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“financial statements are provided at the treasurers monthly meetings and year to date summaries are provided at bi-annual board of directors meeting and for executive conference calls.”

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

“the form 990 is presented to the executive committee prior to filing”

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

“the conflict of interest policies are reviewed by the board at bi-annual meetings”

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

“the compensation is approved by the board of directors at the bi-annual meetings”

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

“all documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
UTILITY ECONOMIC DEVELOPMENT ASSOCIATIOn
EIN
01-0579984
Phone
4016195167
Address
1 STEWART COURT, NEWPORT, RI 02840

Signing Officer

Name
Robert Agnew
Title
Executive Director
Signed
2019-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Mayes
Formed
2001
Legal Domicile
Ri
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Elliot Steinberg CPA Pc
Address
533A HICKSVILLE RD, NORTH MASSAPEQUA, NY 11758
Preparer
Elliot Steinberg
Phone
5165109582
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IRS990/Desc0Summer Forum - held July 23-25, 2018 in Kansas City, Missouri. With the theme "new Paradigms for utility Economic development in a Disruptive World" 83 utility economic developers, associate members and speakers heard presentations on how disruptive new technologies like micro grids and blockchains, smart technologies and distributed energy solutions affect the way utilities do and view economic development. Sessions included: Strengthening Utility Economic Development Partnerships- What Next For Energy?- From blockbuster to Blockchains-Microgrids & Blockchains: Reshaping the energy Future-Utility Engagement in Smart Cities-Distributed Energy Solutions & Microgrid Solutions- Overcoming Rural Economic Development Challenges- Effective Reporting,Tracking & Goals. A membership Meeting was also conducted.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Exec Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Managing Direct
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0221053
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt05745
IRS990/IntangibleAssetsGrp/EOYAmt02612
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0195
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0195
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0RI
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR ECONOMIC DEVELOPMENT OF CERTAIN UTILITIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0178287
IRS990/NetAssetsOrFundBalancesEOYAmt0203536
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt03359
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Credit Card Processing Fees
IRS990/OtherExpensesGrp/Desc1Communication expense
IRS990/OtherExpensesGrp/Desc2Member services
IRS990/OtherExpensesGrp/TotalAmt06003
IRS990/OtherExpensesGrp/TotalAmt12705
IRS990/OtherExpensesGrp/TotalAmt21044
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03338
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05187
IRS990/PrincipalOfficerNm0JEFFREY MAYES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc1SUMMER FORUM
IRS990/ProgramServiceRevenueGrp/Desc2WINTER FORUM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt061870
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt181053
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt277935
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt061870
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt181053
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt277935
IRS990/ProgSrvcAccomActy2Grp/Desc0Winter Forum - held March 5-7, 2018 in Greenville, south Carolina. With the theme "Utility economic Development:"Trends & Transformation" 89 utility economic developers, associate members and speakers heard presentations on innovative utility business models and future energy and renewable demands that shape economic development approaches nationwide. Sessions Included National impact of new technologies- pathwayS for developing innovative utility business models- Smart factory Needs & Future Requirements- New strategies for retaining, developing & attracting talent- economic overview- site selection trends- innovative growth strategies for rural regions- the BMW success story- productivity programs for business retention, expansion & attractions. A Membership Meeting was also conducted.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0173
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0104760
IRS990/PYProgramServiceRevenueAmt0223005
IRS990/PYRevenuesLessExpensesAmt017418
IRS990/PYSalariesCompEmpBnftPaidAmt0101000
IRS990/PYTotalExpensesAmt0205760
IRS990/PYTotalRevenueAmt0223178
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt025249
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0190697
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0215892
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The executive and managing directors are married and partners in a business
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1day to day administrative services are delegated to a partnership owned and operated by the executive and managing directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2members of the organization are drawn from the various utility companies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3members elect the board of directors who elect the officers of the organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4financial statements are provided at the treasurers monthly meetings and year to date summaries are provided at bi-annual board of directors meeting and for executive conference calls.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5the form 990 is presented to the executive committee prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6the conflict of interest policies are reviewed by the board at bi-annual meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7the compensation is approved by the board of directors at the bi-annual meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8all documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0248692
IRS990/TotalAssetsEOYAmt0273796
IRS990/TotalAssetsGrp/BOYAmt0248692
IRS990/TotalAssetsGrp/EOYAmt0273796
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$273,796
Liabilities
$70,260
Net assets
$203,536
Revenue
$221,053
Expenses
$195,804
Net income
$25,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.83$1.21$3.43$3.13$0.30
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.79$0.91$2.31$2.58$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.76$1.18$1.82$2.19$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.28$1.55$1.57$1.77$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.64$1.76$1.40$1.62$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.57$1.97$2.10$2.17$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.74$0.70$2.04$2.21$1.96$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.70$1.78$2.23$2.06$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.63$1.61$1.97$1.92$0.05
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.14$0.58$1.56$2.29$1.91$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.69$1.18$1.94$1.99$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.79$0.57$1.23$1.88$1.97$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.43$1.31$1.94$1.92$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.41$1.29$1.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.70$1.13$1.38$1.42$0.04