Civic Intelligence

Beverly Historical Society Inc.

990 • Fiscal year 2015 • EIN 04-2237789

Oct 01, 2014 to Sep 30, 2015 • Filed on Nov 16, 2015

Organization Profilewww.beverlyhistory.org

View Organization Page

117 Cabot StreetBeverly, MA 01915-5196

(978) 922-1186

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.03x

Higher debt load relative to revenue than 28% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

55th percentile

$72,957

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

68th percentile

7.0%

Faster asset growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

33%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$3,009,513

Up $195,998 (+7.0%) from 2014

Net Assets

Up

$2,995,755

Up $198,955 (+7.1%) from 2014

Liabilities

Down

$13,758

Down $2,957 (-18%) from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin89th percentile

Revenue

Up

$487,770

Up $122,297 (+33%) from 2014

Expenses

Down

$288,815

Down $11,521 (-3.8%) from 2014

Net Income

Up

$198,955

Up $133,818 (+205%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,619,638Liabilities 2011: $13,787Net Assets 2011: $2,605,8512011Assets 2012: $2,694,592Liabilities 2012: $11,920Net Assets 2012: $2,682,6722012Assets 2013: $2,742,444Liabilities 2013: $10,781Net Assets 2013: $2,731,6632013Assets 2014: $2,813,515Liabilities 2014: $16,715Net Assets 2014: $2,796,8002014Assets 2015: $3,009,513Liabilities 2015: $13,758Net Assets 2015: $2,995,7552015Assets 2016: $3,167,866Liabilities 2016: $132,006Net Assets 2016: $3,035,8602016Assets 2017: $3,181,596Liabilities 2017: $38,392Net Assets 2017: $3,143,2042017Assets 2018: $3,219,754Liabilities 2018: $38,199Net Assets 2018: $3,181,5552018Assets 2019: $3,181,393Liabilities 2019: $13,801Net Assets 2019: $3,167,5922019Assets 2020: $3,289,996Liabilities 2020: $61,586Net Assets 2020: $3,228,4102020Assets 2021: $4,028,123Liabilities 2021: $72,147Net Assets 2021: $3,955,9762021Assets 2022: $3,651,130Liabilities 2022: $52,152Net Assets 2022: $3,598,9782022Assets 2023: $4,073,092Liabilities 2023: $229,865Net Assets 2023: $3,843,2272023Assets 2024: $4,351,446Liabilities 2024: $31,030Net Assets 2024: $4,320,4162024

Highlighted filing

2015

Assets$3,009,513
Liabilities$13,758
Net Assets$2,995,755
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $194,140Expenses 2011: $269,955Net Income 2011: -$75,8152011Revenue 2012: $345,485Expenses 2012: $268,664Net Income 2012: $76,8212012Revenue 2013: $322,485Expenses 2013: $273,494Net Income 2013: $48,9912013Revenue 2014: $365,473Expenses 2014: $300,336Net Income 2014: $65,1372014Revenue 2015: $487,770Expenses 2015: $288,815Net Income 2015: $198,9552015Revenue 2016: $407,419Expenses 2016: $367,314Net Income 2016: $40,1052016Revenue 2017: $608,585Expenses 2017: $501,241Net Income 2017: $107,3442017Revenue 2018: $414,623Expenses 2018: $376,272Net Income 2018: $38,3512018Revenue 2019: $443,507Expenses 2019: $457,470Net Income 2019: -$13,9632019Revenue 2020: $462,861Expenses 2020: $402,043Net Income 2020: $60,8182020Revenue 2021: $1,000,040Expenses 2021: $406,690Net Income 2021: $593,3502021Revenue 2022: $418,914Expenses 2022: $545,083Net Income 2022: -$126,1692022Revenue 2023: $716,839Expenses 2023: $472,590Net Income 2023: $244,2492023Revenue 2024: $1,058,500Expenses 2024: $581,311Net Income 2024: $477,1892024

Highlighted filing

2015

Revenue$487,770
Expenses$288,815
Net Income$198,955
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Nov 16, 2015
Return Version
2014v6.0
Gross Receipts
$1,249,832
Mission and Program Overview

Mission

To share beverly's history with everyone through our collections which encompass 3 houses, 5 centuries and thousands of stories

To collect, preserve, interpret, and disseminate beverly's regional history

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,665,171$1,719,989▲ $54,818
Investments in Publicly Traded Securities$1,057,106$1,150,389▲ $93,283
Savings and Temporary Cash Investments$33,975$82,708▲ $48,733
Cash and Non-Interest-Bearing Accounts$39,762$27,247▼ $12,515
Pledges and Grants Receivable-$13,001-
Inventories for Sale or Use$13,492$10,062▼ $3,430
Prepaid Expenses and Deferred Charges$1,804$3,695▲ $1,891
Total Assets$2,813,515$3,009,513▲ $195,998
Other Assets Total$2,205$2,422▲ $217
Liabilities
Accounts Payable and Accrued Expenses$15,865$12,908▼ $2,957
Other Liabilities$850$850→ $0
Total Liabilities$16,715$13,758▼ $2,957
Net Assets / Fund Balance
Unrestricted Net Assets$2,615,609$2,560,397▼ $55,212
Permanently Rstr Net Assets$137,198$397,698▲ $260,500
Temporarily Rstr Net Assets$43,993$37,660▼ $6,333
Total Net Assets Fund Balance$2,796,800$2,995,755▲ $198,955
Total Liabilities and Net Assets / Fund Balance$2,813,515$3,009,513▲ $195,998

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,719,989$135,693-
Equipment-$28,526-
Other Assets Org$2,422--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,091,081$260,500▼ $29,522$74,517$1,238,097
2013$1,053,107-▲ $121,081$74,986$1,091,081
2012$1,011,776-▲ $123,439$74,737$1,053,107
2011$910,396-▲ $168,310$58,934$1,011,776
2010$970,303-▲ $7,758$60,423$910,396
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan GoganianDirectorFT$72,957$72,957

Board Members and Trustees

NameTitle
Dan LohnesPresident
Allan VaughanTrustee
Jan JefgoodTrustee
Jim MorroccoTrustee
John GlovskyTrustee
John MulladyTrustee
Karen MacinnisTrustee
Katie BullTrustee
Martha GavinTrustee
Maureen TroubetarisTrustee
Patricia GrimesTrustee
Stefano BassoTrustee
Richard SouthgateSecretary
Don MacquarrieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$479,552
Program Service Revenue
$10,946
Investment Income
$-29,522
Other Revenue
$26,794
All Other Contributions
$447,110
Change in Net Assets
$198,955

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$487,770
Revenue Not Reported on Form 990
$15,160
Total Revenue per Audited Statements
$502,930
Total Revenue per Form 990
$487,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$170,421
Other Expenses$118,394
Total Fundraising Expense$26,565
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$62,413$12,590$0$75,003
Current Officers, Directors, Trustees, and Key Employees$21,887$29,183$21,887$72,957
All Other Expenses$34,041$3,688$0$37,729
Occupancy$25,942$2,807$0$28,749
Insurance$11,648$3,882$0$15,530
Payroll Taxes$7,201$3,569$1,869$12,639
Fees for Service Investment Mgmnt Fees$0$9,445$0$9,445
Depreciation Depletion$5,732$1,911$0$7,643
Fees for Services Accounting$0$7,150$0$7,150
Other Employee Benefits$1,717$2,288$1,716$5,721
Office Expenses$0$4,372$0$4,372
Pension Plan Contributions$1,551$1,457$1,093$4,101
Other Expenses$2,023$0$0$2,023
Total Functional Expenses$174,155$88,095$26,565$288,815

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$303,975
Expenses per Audited Statements$288,815
Total Expenses per Form 990$288,815
Expenses Not Reported on Form 990$15,160
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,569
Fundraising Direct Expenses$7,931
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lynch Park$14,420$14,420$2,122$12,298
Total Events$14,420$14,420$6,895$7,525
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$850
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Beverly Historical Society
EIN
04-2237789
Phone
9789221186
Address
117 CABOT STREET, BEVERLY, MA 01915-5196

Signing Officer

Name
Susan Goganian
Title
Director
Phone
9789221186
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Goganian
Formed
1891
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
14
Employees
8
Volunteers
48

Preparer

Firm
Horvitz & Frisch Pc
Address
128 MAIN ST, GLOUCESTER, MA 01930-5725
Preparer
Howard M Frisch CPA
Phone
9782812639
Supplemental Narrative

Additional Explanations

Pt VI, Line 15A

“Comparable data is reviewed for salary determination”

Pt VI, Line 12C

“Conflict of interest policy and disclosures occur annualy”

Pt VI, Line 19

“UPON REQUEST”

Pt VI, Line 6

“The organization has one class of members that elect the trustees”

Pt VI, Line 7A

“The members elect the trustees”

Pt VI, Line 11B

“A draft of the 990 is provided to the board prior to filing”

Pt VI, Line 15B

“Comparable data is reviewed for salary determination”

Form 990, Part IX, Line 24F

“Conservation 1019. 1019. 0. 0. Exhibits 72. 72. 0. 0. Grant related 25332. 25332. 0. 0. Marketing 318. 0. 318. 0. Miscellaneous 796. 796. 0. 0. Newsletter 1637. 1637. 0. 0. Payroll service fees 1064. 0. 1064. 0. Postage 2306. 0. 2306. 0. Professional development 2959. 2959. 0. 0. Program expenses 1814. 1814. 0. 0. Volunteer related 412. 412. 0. 0.”

Financial Statement Notes

Pt IV, Line 2B

“Collection items are acquired through purchases and contributions are not capitalized”

Pt III, Line 4

“Collection items include items of historical significance to the city of beverly”

Pt XI, Line 2D

“Income shown net of expenses on form 990”

Pt XII, Line 2D

“Income shown net of expenses on form 990”

Pt V, Line 4

“The objective of the endowment fund is to generate a long-term return in the form of income and growth which will allow distributions consistent with the board of trustee's spending policy, while preserving over time, the principal value of the fund's assets as measured in real, inflation adjusted terms.”

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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/NetGainOrLossInvestmentsGrp/ExclusionAmt0-9481
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-9481
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt013638
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013638
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01456
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01456
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt011700
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02807
IRS990/OccupancyGrp/ProgramServicesAmt025942
IRS990/OccupancyGrp/TotalAmt028749
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04372
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt04372
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02205
IRS990/OtherAssetsTotalGrp/EOYAmt02422
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01716
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02288
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01717
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05721
IRS990/OtherExpensesGrp/Desc0BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2DEVELOPMENT EXPENSES
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01399
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12330
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22024
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt32023
IRS990/OtherExpensesGrp/TotalAmt01399
IRS990/OtherExpensesGrp/TotalAmt12330
IRS990/OtherExpensesGrp/TotalAmt22024
IRS990/OtherExpensesGrp/TotalAmt32023
IRS990/OtherLiabilitiesGrp/BOYAmt0850
IRS990/OtherLiabilitiesGrp/EOYAmt0850
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012590
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt062413
IRS990/OtherSalariesAndWagesGrp/TotalAmt075003
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01869
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03569
IRS990/PayrollTaxesGrp/ProgramServicesAmt07201
IRS990/PayrollTaxesGrp/TotalAmt012639
IRS990/PensionPlanContributionsGrp/FundraisingAmt01093
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01457
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01551
IRS990/PensionPlanContributionsGrp/TotalAmt04101
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0137198
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0397698
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt013001
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01804
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03695
IRS990/PrincipalOfficerNm0SUSAN GOGANIAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0999999
IRS990/ProgramServiceRevenueGrp/BusinessCd1999999
IRS990/ProgramServiceRevenueGrp/BusinessCd2999999
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc1COLLECTIONS
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS PROGRAMS
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02768
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1379
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27799
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0193610
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0121081
IRS990/PYOtherExpensesAmt0133724
IRS990/PYOtherRevenueAmt031493
IRS990/PYProgramServiceRevenueAmt019289
IRS990/PYRevenuesLessExpensesAmt065137
IRS990/PYSalariesCompEmpBnftPaidAmt0166612
IRS990/PYTotalExpensesAmt0300336
IRS990/PYTotalRevenueAmt0365473
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0198955
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt011700
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt015918
IRS990/SavingsAndTempCashInvstGrp/BOYAmt033975
IRS990/SavingsAndTempCashInvstGrp/EOYAmt082708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0477552
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0193610
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0156881
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0114044
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0138988
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01081075
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032701
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023831
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026588
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt031898
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015587
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0130605
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt033752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0139256
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032701
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023831
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026588
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt031898
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015587
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0130605
IRS990ScheduleA/InvestmentIncomeCYPct00.09670
IRS990ScheduleA/InvestmentIncomePYPct00.16030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.90330
IRS990ScheduleA/PublicSupportPY509Pct00.83970
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01220331
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0497183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0228422
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0187530
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0147796
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0159400
IRS990ScheduleA/Total509Grp/TotalAmt01220331
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01350936
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.68000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01719989
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0135693
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01855682
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt09445
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01091081
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0260500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01238097
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-29522
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt074517
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08121
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01053107
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01091081
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0121081
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt074986
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07371
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01011776
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01053107
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0123439
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt074737
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt07996
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0910396
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01011776
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0168310
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt058934
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07242
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0970303
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0910396
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07758
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt060423
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,009,513
Liabilities
$13,758
Net assets
$2,995,755
Revenue
$487,770
Expenses
$288,815
Net income
$198,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.35$0.03$4.32$1.06$0.58$0.48
2023Detailed filing. Detailed filing data is available for this year.$4.07$0.23$3.84$0.72$0.47$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.65$0.05$3.60$0.42$0.55$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.03$0.07$3.96$1.00$0.41$0.59
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.06$3.23$0.46$0.40$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.18$0.01$3.17$0.44$0.46$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.04$3.18$0.41$0.38$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.18$0.04$3.14$0.61$0.50$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.13$3.04$0.41$0.37$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.01$0.01$3.00$0.49$0.29$0.20
2014Summary only. Only limited summary data is available for this year.$2.81$0.02$2.80$0.37$0.30$0.07
2013Summary only. Only limited summary data is available for this year.$2.74$0.01$2.73$0.32$0.27$0.05
2012Summary only. Only limited summary data is available for this year.$2.69$0.01$2.68$0.35$0.27$0.08
2011Summary only. Only limited summary data is available for this year.$2.62$0.01$2.61$0.19$0.27$0.08