Civic Intelligence

Learning in Retirement Inc.

990 • Fiscal year 2021 • EIN 02-0553205

Jul 01, 2020 to Jun 30, 2021 • Filed on May 04, 2022

Organization ProfileOLLI.UGA.EDU
850 College Station RdAthens, GA 30602

(706) 548-8181

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.15x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

66th percentile

21%

Higher net margin than 66% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

95th percentile

$66,770

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 31.5% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

55th percentile

9.1%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-30%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$217,962

Up $18,267 (+9.1%) from 2020

Net Assets

Up

$186,873

Up $34,511 (+23%) from 2020

Liabilities

Down

$31,089

Down $16,244 (-34%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin66th percentile

Revenue

Down

$212,110

Down $92,695 (-30%) from 2020

Expenses

Down

$168,064

Down $144,594 (-46%) from 2020

Net Income

Up

$44,046

Up $51,899 (+661%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$300K$200K$100K$0Assets 2011: $59,479Liabilities 2011: $02011Assets 2012: $115,536Liabilities 2012: $15,0972012Assets 2013: $148,741Liabilities 2013: $50,5072013Assets 2014: $128,221Liabilities 2014: $37,003Net Assets 2014: $91,2182014Assets 2015: $136,309Liabilities 2015: $43,501Net Assets 2015: $92,8082015Assets 2016: $169,180Liabilities 2016: $79,795Net Assets 2016: $89,3852016Assets 2017: $121,164Liabilities 2017: $47,437Net Assets 2017: $73,7272017Assets 2018: $180,804Liabilities 2018: $55,543Net Assets 2018: $125,2612018Assets 2019: $193,593Liabilities 2019: $43,285Net Assets 2019: $150,3082019Assets 2020: $199,695Liabilities 2020: $47,333Net Assets 2020: $152,3622020Assets 2021: $217,962Liabilities 2021: $31,089Net Assets 2021: $186,8732021Assets 2022: $145,278Liabilities 2022: $35,497Net Assets 2022: $109,7812022Assets 2023: $148,963Liabilities 2023: $39,292Net Assets 2023: $109,6712023Assets 2024: $146,604Liabilities 2024: $42,928Net Assets 2024: $103,6762024

Highlighted filing

2021

Assets$217,962
Liabilities$31,089
Net Assets$186,873
Open 2021 Filing

Operations Trend

Revenue Growth25th percentile

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

$400K$200K$0-$200KRevenue 2011: $159,001Expenses 2011: $157,528Net Income 2011: $1,4732011Revenue 2012: $175,713Expenses 2012: $134,753Net Income 2012: $40,9602012Revenue 2013: $187,623Expenses 2013: $168,650Net Income 2013: $18,9732013Revenue 2014: $293,142Expenses 2014: $300,158Net Income 2014: -$7,0162014Revenue 2015: $274,088Expenses 2015: $272,498Net Income 2015: $1,5902015Revenue 2016: $261,606Expenses 2016: $266,654Net Income 2016: -$5,0482016Revenue 2017: $304,368Expenses 2017: $332,570Net Income 2017: -$28,2022017Revenue 2018: $395,113Expenses 2018: $357,213Net Income 2018: $37,9002018Revenue 2019: $304,759Expenses 2019: $286,206Net Income 2019: $18,5532019Revenue 2020: $304,805Expenses 2020: $312,658Net Income 2020: -$7,8532020Revenue 2021: $212,110Expenses 2021: $168,064Net Income 2021: $44,0462021Revenue 2022: $147,050Expenses 2022: $201,561Net Income 2022: -$54,5112022Revenue 2023: $191,539Expenses 2023: $203,821Net Income 2023: -$12,2822023Revenue 2024: $200,151Expenses 2024: $206,146Net Income 2024: -$5,9952024

Highlighted filing

2021

Revenue$212,110
Expenses$168,064
Net Income$44,046
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 4, 2022
Return Version
2020v4.0
Gross Receipts
$212,110
Mission and Program Overview

Mission

To provide lifelong learning opportunities to adults age 50+. In 2016- 2017, approximately 370 classes were offered, 19 off-site luncheon programs were offered as wellas numerous brown bag lunch programs. The institute provided local and international trips, social activities and a community outreach event at the local library.

To provide lifelong learning opportunities to adults age 50 and older at the osher lifelong learning institute at the university of georgia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$126,532$136,089▲ $9,557
Savings and Temporary Cash Investments$25,461$41,157▲ $15,696
Cash and Non-Interest-Bearing Accounts$39,256$20,773▼ $18,483
Prepaid Expenses and Deferred Charges$6,279$19,843▲ $13,564
Land, Buildings, and Equipment, Net$167$100▼ $67
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Pledges and Grants Receivable$2,000$-1▼ $2,001
Total Assets$199,695$217,962▲ $18,267
Other Assets Total-$1-
Liabilities
Deferred Revenue$42,413$28,973▼ $13,440
Accounts Payable and Accrued Expenses$4,920$2,116▼ $2,804
Total Liabilities$47,333$31,089▼ $16,244
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$152,362$186,873▲ $34,511
Total Net Assets Fund Balance$152,362$186,873▲ $34,511
Total Liabilities and Net Assets / Fund Balance$199,695$217,962▲ $18,267

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$100$2,515$2,615
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Timothy MeehanExecutive DirectorFT$66,770$66,770

Board Members and Trustees

NameTitle
Cherie SnyderPresident
Dawn TorciviaPresident Elect
Roy MartinBoard Liaison
Bill BarstowDirector
Bob YorczykDirector
Freda Scott GilesDirector
Jim AlbertsDirector
Laura CarterDirector
Penny OldfatherDirector
Sherry MaloneDirector
Susan DoughertyDirector
Victor GaglianoDirector
Linda DipietroSecretary
Greg MitsoffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$73,209
Program Service Revenue
$82,092
Investment Income
$56,613
Other Revenue
$196
All Other Contributions
$10,397
Change in Net Assets
$44,046

Audited Revenue Reconciliation

Revenue per Audited Statements
$212,110
Total Revenue per Audited Statements
$212,110
Total Revenue per Form 990
$212,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$93,901
Other Expenses$74,163
Total Fundraising Expense$3,655
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$46,739$20,031-$66,770
Other Salaries and Wages$17,952$7,882-$25,834
Fees for Services Other$221$7,226-$7,447
Advertising$3,793$632$1,897$6,322
All Other Expenses$5,315$476$2$5,793
Other Expenses$3,055$1,389$1,111$5,555
Fees for Services Accounting-$2,633-$2,633
Insurance$1,375$917-$2,292
Payroll Taxes$324$973-$1,297
Office Expenses$337$144-$481
Fees for Services Legal-$103-$103
Depreciation Depletion-$67-$67
Total Functional Expenses$101,327$63,082$3,655$168,064

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$168,064
Total Expenses per Audited Statements$168,064
Total Expenses per Form 990$168,064
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 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 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
No
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, Line 11B: Form 990 Review Process

“An executive committee of the board of directors (board officers and board liaison) reviews and comments on a draft copy of the form 990 prepared and presented by the accountant. Changes to the return are communicated to the accountant, who revises and submits the return to the committee for their final review and approval. The approved form 990 is distributed to the full board of directors for their review and approval. Upon final approval by the full board, the past president signs and dates the return for submittal to the irs.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Documents and form 990 are posted to the organization's website. Further documents may be requested by the public.”

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

“Documents are made available to the public.documents and form 990 are posted to the organization's website. Further documents may be requested by the public.”

Filing and Contact Details

Filer

Filer Name
Learning in Retirement Inc
EIN
02-0553205
Address
850 COLLEGE STATION RD, ATHENS, GA 30602

Signing Officer

Name
Cherie Snyder
Title
President
Signed
2022-05-04
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Ga
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
400

Preparer

Firm
Turner and Patat Pc
Address
1165-A CEDAR SHOALS DR, ATHENS, GA 30605
Preparer
Kelli P Thompson
Phone
7063541212
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD LIAISON
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0212110
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0917
IRS990/InsuranceGrp/ProgramServicesAmt01375
IRS990/InsuranceGrp/TotalAmt02292
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt056613
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056613
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0126532
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0136089
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02515
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0167
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0100
IRS990/LandBldgEquipCostOrOtherBssAmt02615
IRS990/LegalDomicileStateCd0GA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt062812
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION IS DEDICATED TO MEETING THE INTELLECTUAL, SOCIAL, AND CULTURAL INTERESTS OF ADULTS AGE 50+ THROUGH LIFELONG LEARNING. THE MISSION IS ACCOMPLISHED THROUGH CLASSES, LUNCHEON PROGRAMS, TRIPS, SOCIAL EVENTS, AND SHARED INTEREST GROUPS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0152362
IRS990/NetAssetsOrFundBalancesEOYAmt0186873
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-9535
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0152362
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0186873
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0144
IRS990/OfficeExpensesGrp/ProgramServicesAmt0337
IRS990/OfficeExpensesGrp/TotalAmt0481
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt01
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEE
IRS990/OtherExpensesGrp/Desc1TECHNOLOGY
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt0645
IRS990/OtherExpensesGrp/FundraisingAmt11111
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011920
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11936
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26753
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31389
IRS990/OtherExpensesGrp/ProgramServicesAmt011890
IRS990/OtherExpensesGrp/ProgramServicesAmt110326
IRS990/OtherExpensesGrp/ProgramServicesAmt23055
IRS990/OtherExpensesGrp/TotalAmt023810
IRS990/OtherExpensesGrp/TotalAmt112907
IRS990/OtherExpensesGrp/TotalAmt26753
IRS990/OtherExpensesGrp/TotalAmt35555
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/Desc0AMAZON & KROGER CAMPAIGNS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0196
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0196
IRS990/OtherRevenueTotalAmt0196
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07882
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017952
IRS990/OtherSalariesAndWagesGrp/TotalAmt025834
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0973
IRS990/PayrollTaxesGrp/ProgramServicesAmt0324
IRS990/PayrollTaxesGrp/TotalAmt01297
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0-1
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06279
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019843
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CURRICULUM FEE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1EVENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2VIRTUAL TOUR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt080842
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt080842
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2500
IRS990/ProgSrvcAccomActy2Grp/Desc0AS THE PANDEMIC LIFTS, MEMBERS WILL ALSO BE ABLE TO PARTICIPATE IN IN-PERSON CLASSES AND SIGS, AS WELL AS LOCAL, REGIONAL, AND INTERNATIONAL TRAVEL/STUDY ADVENTURES.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0120119
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01710
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0169049
IRS990/PYOtherRevenueAmt0130
IRS990/PYProgramServiceRevenueAmt0182846
IRS990/PYRevenuesLessExpensesAmt0-7853
IRS990/PYSalariesCompEmpBnftPaidAmt0143609
IRS990/PYTotalExpensesAmt0312658
IRS990/PYTotalRevenueAmt0304805
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt044046
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt080842
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025461
IRS990/SavingsAndTempCashInvstGrp/EOYAmt041157
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0155498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0220459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0315442
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0393659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0300243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01385301
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0377
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01641
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01912
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01700
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01980
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07610
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt010312
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt010312
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0377
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01641
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01912
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01700
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01980
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07610
IRS990ScheduleA/InvestmentIncomeCYPct00.00540

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Filings

Displayed year

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

Open filing
Assets
$217,962
Liabilities
$31,089
Net assets
$186,873
Revenue
$212,110
Expenses
$168,064
Net income
$44,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.43$1.04$2.00$2.06$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.39$1.10$1.92$2.04$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.35$1.10$1.47$2.02$0.55
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.31$1.87$2.12$1.68$0.44
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.47$1.52$3.05$3.13$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.43$1.50$3.05$2.86$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.81$0.56$1.25$3.95$3.57$0.38
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.47$0.74$3.04$3.33$0.28
2016Summary only. Only limited summary data is available for this year.$1.69$0.80$0.89$2.62$2.67$0.05
2015Summary only. Only limited summary data is available for this year.$1.36$0.44$0.93$2.74$2.72$0.02
2014Summary only. Only limited summary data is available for this year.$1.28$0.37$0.91$2.93$3.00$0.07
2013Summary only. Only limited summary data is available for this year.$1.49$0.51$1.88$1.69$0.19
2012Summary only. Only limited summary data is available for this year.$1.16$0.15$1.76$1.35$0.41
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$1.59$1.58$0.01