Civic Intelligence

Wispact Inc.

990 • Fiscal year 2013 • EIN 02-0704244

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 25, 2014

Organization ProfileWWW.WISPACT.ORG

View Organization Page

131 W Wilson St No 300Madison, WI 53703-3270

(608) 268-6006

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

76th percentile

$108,391

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

91st percentile

45%

Faster asset growth than 91% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,255,392

Up $701,976 (+45%) from 2012

Net Assets

Up

$2,205,805

Up $680,759 (+45%) from 2012

Liabilities

Up

$49,587

Up $21,217 (+75%) from 2012

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin84th percentile

Revenue

$2,036,497

No earlier filing loaded for comparison.

Expenses

Up

$1,423,345

Up $529,987 (+59%) from 2012

Net Income

$613,152

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$30M$20M$10M$0Assets 2010: $241,649Liabilities 2010: $15,637Net Assets 2010: $226,0122010Assets 2011: $1,169,075Liabilities 2011: $23,500Net Assets 2011: $1,145,5752011Assets 2012: $1,553,416Liabilities 2012: $28,370Net Assets 2012: $1,525,0462012Assets 2013: $2,255,392Liabilities 2013: $49,587Net Assets 2013: $2,205,8052013Assets 2014: $4,790,546Liabilities 2014: $64,693Net Assets 2014: $4,725,8532014Assets 2015: $7,116,412Liabilities 2015: $123,674Net Assets 2015: $6,992,7382015Assets 2016: $8,703,706Liabilities 2016: $94,356Net Assets 2016: $8,609,3502016Assets 2017: $11,798,540Liabilities 2017: $108,794Net Assets 2017: $11,689,7462017Assets 2018: $13,998,246Liabilities 2018: $175,313Net Assets 2018: $13,822,9332018Assets 2019: $15,940,881Liabilities 2019: $205,652Net Assets 2019: $15,735,2292019Assets 2020: $19,010,768Liabilities 2020: $266,048Net Assets 2020: $18,744,7202020Assets 2021: $21,065,076Liabilities 2021: $321,060Net Assets 2021: $20,744,0162021Assets 2022: $18,413,551Liabilities 2022: $684,889Net Assets 2022: $17,728,6622022Assets 2023: $20,535,619Liabilities 2023: $621,126Net Assets 2023: $19,914,4932023Assets 2024: $26,188,865Liabilities 2024: $529,153Net Assets 2024: $25,659,7122024

Highlighted filing

2013

Assets$2,255,392
Liabilities$49,587
Net Assets$2,205,805
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $332,0382010Expenses 2011: $564,5462011Expenses 2012: $893,3582012Revenue 2013: $2,036,497Expenses 2013: $1,423,345Net Income 2013: $613,1522013Revenue 2014: $4,281,481Expenses 2014: $1,816,637Net Income 2014: $2,464,8442014Revenue 2015: $4,207,123Expenses 2015: $1,815,280Net Income 2015: $2,391,8432015Revenue 2016: $4,270,622Expenses 2016: $2,959,047Net Income 2016: $1,311,5752016Revenue 2017: $4,731,254Expenses 2017: $2,567,645Net Income 2017: $2,163,6092017Revenue 2018: $8,023,748Expenses 2018: $4,163,739Net Income 2018: $3,860,0092018Revenue 2019: $6,596,903Expenses 2019: $5,166,057Net Income 2019: $1,430,8462019Revenue 2020: $7,690,212Expenses 2020: $5,619,457Net Income 2020: $2,070,7552020Revenue 2021: $8,110,040Expenses 2021: $6,532,858Net Income 2021: $1,577,1822021Revenue 2022: $7,114,677Expenses 2022: $8,039,222Net Income 2022: -$924,5452022Revenue 2023: $9,102,679Expenses 2023: $8,279,866Net Income 2023: $822,8132023Revenue 2024: $13,007,918Expenses 2024: $8,416,127Net Income 2024: $4,591,7912024

Highlighted filing

2013

Revenue$2,036,497
Expenses$1,423,345
Net Income$613,152
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 25, 2014
Return Version
2013v3.0
Gross Receipts
$2,756,062
Mission and Program Overview

Mission

To improve the lives of people of all ages with disabilities across wisconsin through the management of special needs trusts to provide more choice, more opportunities, and a better quality of life.

Wispact provides for the special needs of persons with disabilities while safeguarding their eligibility for public benefits or placement on government waiting lists.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$958,517$1,422,066▲ $463,549
Savings and Temporary Cash Investments$215,230$385,938▲ $170,708
Cash and Non-Interest-Bearing Accounts$275,410$335,994▲ $60,584
Accounts Receivable$65,639$80,848▲ $15,209
Land, Buildings, and Equipment, Net$26,103$22,617▼ $3,486
Prepaid Expenses and Deferred Charges$12,517$7,929▼ $4,588
Total Assets$1,553,416$2,255,392▲ $701,976
Liabilities
Accounts Payable and Accrued Expenses$28,370$49,587▲ $21,217
Total Liabilities$28,370$49,587▲ $21,217
Net Assets / Fund Balance
Unrestricted Net Assets$1,525,046$2,205,805▲ $680,759
Total Net Assets Fund Balance$1,525,046$2,205,805▲ $680,759
Total Liabilities and Net Assets / Fund Balance$1,553,416$2,255,392▲ $701,976

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$22,617$30,207$52,824
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Olivia WongExecutive DirectorFT$91,300$17,091$108,391

Board Members and Trustees

NameTitle
Jennifer AnnenChair-elect
Tom HeineChairman
Heather PosterPast Chair
Joanne LeifhertDirector
Johanna AllexDirector
Kathleen McneilDirector
Kathleen TessmerDirector
Mark MunsonDirector
Mary BoucheDirector
Michael ShoversDirector
Peter GrosskopfDirector
Robert MathersDirector
William LuciusDirector
Nancy RaglandSecretary
Nate KublankTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,004,554
Investment Income
$31,943
Other Revenue
$0
Change in Net Assets
$613,152

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,036,497
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$23,183
Total Revenue per Audited Statements
$2,059,680
Total Revenue per Form 990
$2,036,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$527,259
Other Expenses$207,262
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$688,824--$688,824
Other Salaries and Wages$183,431$126,542-$309,973
Current Officers, Directors, Trustees, and Key Employees$64,142$44,249-$108,391
Office Expenses$38,001$20,593-$58,594
Other Employee Benefits$32,888$22,688-$55,576
Fees for Service Investment Mgmnt Fees$44,424--$44,424
Payroll Taxes$24,263$16,739-$41,002
Occupancy$15,755$14,895-$30,650
Fees for Services Other$4,309$23,009-$27,318
Travel$8,137$5,747-$13,884
Pension Plan Contributions$7,289$5,028-$12,317
Insurance-$7,573-$7,573
Fees for Services Accounting$693$6,192-$6,885
Fees for Services Legal-$6,640-$6,640
Depreciation Depletion-$5,042-$5,042
Advertising$4,900--$4,900
Information Technology$873--$873
All Other Expenses-$470-$470
Interest-$9-$9
Total Functional Expenses$1,117,929$305,416$0$1,423,345

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,423,345
Expenses per Audited Statements$1,378,921
Total Expenses per Audited Statements$1,378,921
Expenses Not Reported on Financial Statements$44,424
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The prepared form 990 is reviewed by the organization's accountant and executive director and then reviewed and approved by the members of the organization's governing body before the return is filed with the irs.”

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

“All employees and directors annually sign a statement disclosing interests that could give rise to conflicts. The executive director also reviews all transactions as they occur to determine if a conflict exists and investigates any potential conflicts of interest.”

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

“An independent human resources consultant was hired to research and analyze compensation data that was then presented to the members of the governing body. The compensation data is used by the members of the governing body in conjunction with a performance evaluation to determine the compensation of the executive director. This process was last undertaken in september 2012.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made available to the public at the organization's office during normal business hours.”

Filing and Contact Details

Filer

EIN
02-0704244
Phone
6082686006

Signing Officer

Name
Olivia Wong
Title
President
Phone
6082686006
Signed
2014-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Olivia Wong
Formed
2004
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
14
Volunteers
23

Preparer

Preparer
Scott Haumersen CPA
Phone
6082744020
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment management fees reported on form 990, part ix, line 11f -44,424.”

Raw XML AppendixShowing 400 of 489 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0733310
IRS990/GrossReceiptsAmt02756062
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0873
IRS990/InformationTechnologyGrp/TotalAmt0873
IRS990/InsuranceGrp/ManagementAndGeneralAmt07573
IRS990/InsuranceGrp/TotalAmt07573
IRS990/InterestGrp/ManagementAndGeneralAmt09
IRS990/InterestGrp/TotalAmt09
IRS990/InvestmentIncomeGrp/ExclusionAmt018198
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018198
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0958517
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01422066
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt030207
IRS990/LandBldgEquipBasisNetGrp/BOYAmt026103
IRS990/LandBldgEquipBasisNetGrp/EOYAmt022617
IRS990/LandBldgEquipCostOrOtherBssAmt052824
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0719565
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WISPACT MANAGES AND SUPERVISES ACTIVITIES OF POOLED AND COMMUNITY TRUSTS FOR PERSONS WITH DISABILITIES AND FOR OTHER CHARITABLE PURPOSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01525046
IRS990/NetAssetsOrFundBalancesEOYAmt02205805
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt013745
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013745
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt067607
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt014895
IRS990/OccupancyGrp/ProgramServicesAmt015755
IRS990/OccupancyGrp/TotalAmt030650
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020593
IRS990/OfficeExpensesGrp/ProgramServicesAmt038001
IRS990/OfficeExpensesGrp/TotalAmt058594
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022688
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt032888
IRS990/OtherEmployeeBenefitsGrp/TotalAmt055576
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0126542
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0183431
IRS990/OtherSalariesAndWagesGrp/TotalAmt0309973
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016739
IRS990/PayrollTaxesGrp/ProgramServicesAmt024263
IRS990/PayrollTaxesGrp/TotalAmt041002
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05028
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07289
IRS990/PensionPlanContributionsGrp/TotalAmt012317
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012517
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07929
IRS990/PrincipalOfficerNm0OLIVIA WONG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1523991
IRS990/ProgramServiceRevenueGrp/BusinessCd2523991
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0TRUST PROCEEDS
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc2SET UP FEES
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01098024
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1792128
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2110288
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34114
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01098024
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1792128
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2110288
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34114
IRS990/ProgSrvcAccomActy2Grp/Desc0WISPACT PROVIDES EDUCATION TO THE PUBLIC ABOUT SPECIAL NEEDS TRUSTS FOR PEOPLE WITH DISABILITIES THROUGH ONLINE AND PRINT PUBLICATIONS AND THROUGH PRESENTATIONS TO VARIOUS GROUPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0116128
IRS990/ProgSrvcAccomActy3Grp/Desc0THE RETAINED FUND (ALSO KNOWN AS THE WISPACT FUND) ARE ASSETS HELD IN TRUST BY WISPACT TO BENEFIT BENEFICIARIES OF WISPACT TRUSTS IN NEED. GENERALLY, BENEFICIARIES OF WISPACT TRUST I ARE ELIGIBLE FOR ASSISTANCE, ALTHOUGH SOME BENEFICIARIES OF WISPACT TRUST II HAVE ALSO BENEFITTED FROM THE RETAINED FUND. THE FUND CAN COVER A VAST NUMBER OF REQUESTS, RANGING FROM SUBSIDIES FOR TRUST CREATION COSTS, FUNERAL AND BURIAL COSTS, FINANCIAL LITERACY COURSES, VOCATIONAL SUPPORT, ASSISTIVE DEVICES, TRANSPORTATION, AND OTHER EMERGENCIES. WHILE A BROAD RANGE OF ASSISTANCE IS AVAILABLE, A VAST MAJORITY OF ASSISTANCE RENDERED HAS BEEN FOR CREATION COST SUBSIDIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0688824
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0335779
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015820
IRS990/PYOtherExpensesAmt0134905
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01208471
IRS990/PYRevenuesLessExpensesAmt0330933
IRS990/PYSalariesCompEmpBnftPaidAmt0422674
IRS990/PYTotalExpensesAmt0893358
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01224291
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0613152
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02004554
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0215230
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0385938
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018198
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015820
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08620
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0221
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0301
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02004554
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01208471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0999291
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0393354
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0295469
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04901139
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015820
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08620
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0221
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0301
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043160
IRS990ScheduleA/InvestmentIncomeCYPct00.00870
IRS990ScheduleA/InvestmentIncomePYPct00.00820
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99130
IRS990ScheduleA/PublicSupportPY509Pct00.99180
IRS990ScheduleA/PublicSupportTotal509Amt04901139
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02004554
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01208471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0999291
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0393354
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0295469
IRS990ScheduleA/Total509Grp/TotalAmt04901139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02022752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01224291
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01007911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0393575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0295770
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04944299
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt044424
IRS990ScheduleD/ExpensesSubtotalAmt01378921
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt044424
IRS990ScheduleD/NetUnrealizedGainsInvstAmt067607
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022617
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030207
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt052824
IRS990ScheduleD/OtherRevenueAmt0-44424
IRS990ScheduleD/RevenueNotReportedAmt023183
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02036497
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -44,424.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022617
IRS990ScheduleD/TotalExpensesPerForm990Amt01423345
IRS990ScheduleD/TotalRevenuePerForm990Amt02036497
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02059680
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01378921
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S ACCOUNTANT AND EXECUTIVE DIRECTOR AND THEN REVIEWED AND APPROVED BY THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,255,392
Liabilities
$49,587
Net assets
$2,205,805
Revenue
$2,036,497
Expenses
$1,423,345
Net income
$613,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$0.53$25.7$13.0$8.42$4.59
2023Detailed filing. Detailed filing data is available for this year.$20.5$0.62$19.9$9.10$8.28$0.82
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$0.68$17.7$7.11$8.04$0.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.32$20.7$8.11$6.53$1.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.27$18.7$7.69$5.62$2.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.21$15.7$6.60$5.17$1.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.18$13.8$8.02$4.16$3.86
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.11$11.7$4.73$2.57$2.16
2016Detailed filing. Detailed filing data is available for this year.$8.70$0.09$8.61$4.27$2.96$1.31
2015Detailed filing. Detailed filing data is available for this year.$7.12$0.12$6.99$4.21$1.82$2.39
2014Detailed filing. Detailed filing data is available for this year.$4.79$0.06$4.73$4.28$1.82$2.46
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.05$2.21$2.04$1.42$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.03$1.53$0.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.02$1.15$0.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.02$0.23$0.33