Civic Intelligence

Wispact Inc.

990 • Fiscal year 2018 • EIN 02-0704244

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization ProfileWWW.WISPACT.ORG

View Organization Page

226 Corporate DrMadison, WI 53714-2406

(608) 268-6006

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

11th percentile

0.02x

Higher debt load relative to revenue than 11% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

43rd percentile

$156,440

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

84th percentile

19%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

70%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$13,998,246

Up $2,199,706 (+19%) from 2017

Net Assets

Up

$13,822,933

Up $2,133,187 (+18%) from 2017

Liabilities

Up

$175,313

Up $66,519 (+61%) from 2017

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin90th percentile

Revenue

Up

$8,023,748

Up $3,292,494 (+70%) from 2017

Expenses

Up

$4,163,739

Up $1,596,094 (+62%) from 2017

Net Income

Up

$3,860,009

Up $1,696,400 (+78%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2018

Assets$13,998,246
Liabilities$175,313
Net Assets$13,822,933
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

2018

Revenue$8,023,748
Expenses$4,163,739
Net Income$3,860,009
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$13,744,420
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$10,174,958$12,235,264▲ $2,060,306
Savings and Temporary Cash Investments$1,068,244$1,074,434▲ $6,190
Cash and Non-Interest-Bearing Accounts$315,436$455,285▲ $139,849
Accounts Receivable$136,023$132,202▼ $3,821
Land, Buildings, and Equipment, Net$62,581$57,728▼ $4,853
Prepaid Expenses and Deferred Charges$30,844$36,799▲ $5,955
Total Assets$11,798,540$13,998,246▲ $2,199,706
Other Assets Total$10,454$6,534▼ $3,920
Liabilities
Accounts Payable and Accrued Expenses$91,106$157,894▲ $66,788
Deferred Revenue$17,688$17,419▼ $269
Total Liabilities$108,794$175,313▲ $66,519
Net Assets / Fund Balance
Unrestricted Net Assets$11,689,746$13,822,933▲ $2,133,187
Total Net Assets Fund Balance$11,689,746$13,822,933▲ $2,133,187
Total Liabilities and Net Assets / Fund Balance$11,798,540$13,998,246▲ $2,199,706

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$57,728$26,003$83,731
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin R HaydeExecutive DirectorFT$123,462$32,978$156,440

Board Members and Trustees

NameTitle
Brett BauchChair
Joanne LeifheitPast Chair
Amy BurgerDirector
Angela CanellosDirector
Beth WelchDirector
Bridget ErwinDirector
Dan IdzikowskiDirector
Eric KaseDirector
Greg BanchyDirector
Jordan GeigerDirector
Julie StrennDirector
Kathleen TessmerDirector
Mary KessensDirector
Tricia WilkersonDirector
Ryan McguireTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,542,068
Investment Income
$1,481,680
Other Revenue
$0
Change in Net Assets
$3,860,009

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,023,748
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,777,974
Total Revenue per Audited Statements
$6,245,774
Total Revenue per Form 990
$8,023,748
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,015,563
Other Expenses$614,625
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,533,551--$2,533,551
Other Salaries and Wages$382,715$268,300-$651,015
Current Officers, Directors, Trustees, and Key Employees$91,967$64,473-$156,440
Fees for Services Legal$55,594$79,848-$135,442
Other Employee Benefits$64,658$45,328-$109,986
Occupancy$48,923$29,515-$78,438
Fees for Services Other$47,959$29,785-$77,744
Advertising$51,880$15,861-$67,741
Payroll Taxes$35,003$24,538-$59,541
Fees for Service Investment Mgmnt Fees$51,152--$51,152
Office Expenses$2,960$44,546-$47,506
Fees for Services Accounting-$39,095-$39,095
Pension Plan Contributions$22,681$15,900-$38,581
Travel$21,575$16,958-$38,533
Conferences and Meetings$14,601$11,392-$25,993
Information Technology$479$20,365-$20,844
Depreciation Depletion-$15,342-$15,342
Other Expenses$7,975$5,591-$13,566
Insurance-$3,229-$3,229
Total Functional Expenses$3,433,673$730,066$0$4,163,739

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,163,739
Expenses per Audited Statements$4,112,587
Total Expenses per Audited Statements$4,112,587
Expenses Not Reported on Financial Statements$51,152
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 11B

“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 were made available to the public at the organization's office during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Wispact Inc
EIN
02-0704244
Phone
6082686006
Address
226 CORPORATE DR, MADISON, WI 53714-2406

Signing Officer

Name
Kevin R Hayde
Title
Executive Director
Phone
6082686006
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin R Hayde
Formed
2004
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
15
Volunteers
15

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
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 -51,152.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01146763
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06867435
IRS990/GrossReceiptsAmt013744420
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt020365
IRS990/InformationTechnologyGrp/ProgramServicesAmt0479
IRS990/InformationTechnologyGrp/TotalAmt020844
IRS990/InsuranceGrp/ManagementAndGeneralAmt03229
IRS990/InsuranceGrp/TotalAmt03229
IRS990/InvestmentIncomeGrp/ExclusionAmt0334917
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0334917
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010174958
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012235264
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt026003
IRS990/LandBldgEquipBasisNetGrp/BOYAmt062581
IRS990/LandBldgEquipBasisNetGrp/EOYAmt057728
IRS990/LandBldgEquipCostOrOtherBssAmt083731
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05720672
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011689746
IRS990/NetAssetsOrFundBalancesEOYAmt013822933
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01146763
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01146763
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1726822
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt029515
IRS990/OccupancyGrp/ProgramServicesAmt048923
IRS990/OccupancyGrp/TotalAmt078438
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt044546
IRS990/OfficeExpensesGrp/ProgramServicesAmt02960
IRS990/OfficeExpensesGrp/TotalAmt047506
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010454
IRS990/OtherAssetsTotalGrp/EOYAmt06534
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt045328
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt064658
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0109986
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05591
IRS990/OtherExpensesGrp/ProgramServicesAmt07975
IRS990/OtherExpensesGrp/TotalAmt013566
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0268300
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0382715
IRS990/OtherSalariesAndWagesGrp/TotalAmt0651015
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024538
IRS990/PayrollTaxesGrp/ProgramServicesAmt035003
IRS990/PayrollTaxesGrp/TotalAmt059541
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015900
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt022681
IRS990/PensionPlanContributionsGrp/TotalAmt038581
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030844
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt036799
IRS990/PrincipalOfficerNm0KEVIN R HAYDE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1523920
IRS990/ProgramServiceRevenueGrp/BusinessCd2523920
IRS990/ProgramServiceRevenueGrp/Desc0TRUST PROCEEDS
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc2SET UP FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04896341
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11499828
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2145899
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04896341
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11499828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2145899
IRS990/ProgSrvcAccomActy2Grp/Desc0WISPACT ESTABLISHES AND MANAGES TRUSTS FOR THE SPECIAL NEEDS OF PERSONS WITH DISABILITIES WITHOUT ENDANGERING THEIR ELIGIBILITY FOR PUBLIC BENEFITS OR PLACEMENT ON WAITING LISTS. THESE BENEFITS INCLUDE ENTITLEMENT PROGRAMS SUCH AS SUPPLEMENTAL SECURITY INCOME, MEDICAL ASSISTANCE, SOCIAL SECURITY DISABILITY INSURANCE AND MEDICARE AND HOME AND COMMUNITY-BASED SERVICES, SUCH AS THE COMMUNITY INTEGRATION, OPTIONS, AND SUPPORT PROGRAMS. AS OF DECEMBER 31, 2018, WISPACT WAS MANAGING 2,860 TRUSTS HOLDING $120,377,440.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0695758
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01645727
IRS990/ProgSrvcAccomActy3Grp/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/ProgSrvcAccomActy3Grp/ExpenseAmt0173009
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01139890
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0374447
IRS990/PYOtherExpensesAmt0681675
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04356807
IRS990/PYRevenuesLessExpensesAmt02163609
IRS990/PYSalariesCompEmpBnftPaidAmt0746080
IRS990/PYTotalExpensesAmt02567645
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04731254
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03860009
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04896341
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01068244
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01074434
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0334917
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0235901
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0153320
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0113956
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt048192
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0886286
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06542068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04356807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04087585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04049553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04229798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt023265811
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0334917
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0235901
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0153320
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0113956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt048192
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0886286
IRS990ScheduleA/InvestmentIncomeCYPct00.03670
IRS990ScheduleA/InvestmentIncomePYPct00.02950
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96330
IRS990ScheduleA/PublicSupportPY509Pct00.97050
IRS990ScheduleA/PublicSupportTotal509Amt023265811
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06542068
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04356807
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04087585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04049553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04229798
IRS990ScheduleA/Total509Grp/TotalAmt023265811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06876985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04592708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04240905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04163509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04277990
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt024152097
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt057728
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026003
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt083731
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt051152
IRS990ScheduleD/ExpensesSubtotalAmt04112587
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt051152
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1726822
IRS990ScheduleD/OtherRevenueAmt0-51152
IRS990ScheduleD/RevenueNotReportedAmt0-1777974
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08023748
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -51,152.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt057728
IRS990ScheduleD/TotalExpensesPerForm990Amt04163739
IRS990ScheduleD/TotalRevenuePerForm990Amt08023748
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06245774

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$13,998,246
Liabilities
$175,313
Net assets
$13,822,933
Revenue
$8,023,748
Expenses
$4,163,739
Net income
$3,860,009
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
2018Detailed filing. Detailed filing data is available for this year.$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