Civic Intelligence

Planned Giving Group of New England

990 • Fiscal year 2017 • EIN 04-2767452

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 27, 2018

465 Waverly Oaks RoadWaltham, MA 02452

(781) 647-4343

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$250,016

Up $46,413 (+23%) from 2016

Net Assets

Up

$236,362

Up $39,399 (+20%) from 2016

Liabilities

Up

$13,654

Up $7,014 (+106%) from 2016

Revenue

Up

$227,886

Up $28,349 (+14%) from 2016

Expenses

Up

$198,822

Up $22,165 (+13%) from 2016

Net Income

Up

$29,064

Up $6,184 (+27%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $192,056Liabilities 2011: $8,6602011Assets 2012: $192,819Liabilities 2012: $5,6002012Assets 2013: $215,124Liabilities 2013: $12,7972013Assets 2014: $204,328Liabilities 2014: $12,3572014Assets 2015: $186,505Liabilities 2015: $14,657Net Assets 2015: $171,8482015Assets 2016: $203,603Liabilities 2016: $6,640Net Assets 2016: $196,9632016Assets 2017: $250,016Liabilities 2017: $13,654Net Assets 2017: $236,3622017Assets 2018: $236,158Liabilities 2018: $15,538Net Assets 2018: $220,6202018Assets 2019: $258,829Liabilities 2019: $27,295Net Assets 2019: $231,5342019Assets 2020: $288,814Liabilities 2020: $39,030Net Assets 2020: $249,7842020Assets 2021: $360,843Liabilities 2021: $27,585Net Assets 2021: $333,2582021Assets 2022: $366,205Liabilities 2022: $34,597Net Assets 2022: $331,6082022Assets 2023: $408,836Liabilities 2023: $51,606Net Assets 2023: $357,2302023Assets 2024: $447,809Liabilities 2024: $31,670Net Assets 2024: $416,1392024

Highlighted filing

2017

Assets$250,016
Liabilities$13,654
Net Assets$236,362

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $159,479Expenses 2011: $152,549Net Income 2011: $6,9302011Revenue 2012: $185,460Expenses 2012: $184,667Net Income 2012: $7932012Revenue 2013: $193,428Expenses 2013: $186,883Net Income 2013: $6,5452013Revenue 2014: $184,599Expenses 2014: $208,843Net Income 2014: -$24,2442014Revenue 2015: $201,830Expenses 2015: $225,307Net Income 2015: -$23,4772015Revenue 2016: $199,537Expenses 2016: $176,657Net Income 2016: $22,8802016Revenue 2017: $227,886Expenses 2017: $198,822Net Income 2017: $29,0642017Revenue 2018: $191,744Expenses 2018: $216,141Net Income 2018: -$24,3972018Revenue 2019: $213,755Expenses 2019: $212,526Net Income 2019: $1,2292019Revenue 2020: $144,546Expenses 2020: $135,825Net Income 2020: $8,7212020Revenue 2021: $148,030Expenses 2021: $102,275Net Income 2021: $45,7552021Revenue 2022: $199,861Expenses 2022: $167,700Net Income 2022: $32,1612022Revenue 2023: $217,542Expenses 2023: $211,737Net Income 2023: $5,8052023Revenue 2024: $226,066Expenses 2024: $190,316Net Income 2024: $35,7502024

Highlighted filing

2017

Revenue$227,886
Expenses$198,822
Net Income$29,064
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 27, 2018
Return Version
2016v3.0
Gross Receipts
$227,886
Mission and Program Overview

Mission

Educational meetings for charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$167,473$180,761▲ $13,288
Savings and Temporary Cash Investments$28,680$64,478▲ $35,798
Accounts Receivable$7,450$4,777▼ $2,673
Total Assets$203,603$250,016▲ $46,413
Liabilities
Accounts Payable and Accrued Expenses$1,900$10,889▲ $8,989
Deferred Revenue$4,740$2,765▼ $1,975
Total Liabilities$6,640$13,654▲ $7,014
Net Assets / Fund Balance
Unrestricted Net Assets$196,963$236,362▲ $39,399
Total Net Assets Fund Balance$196,963$236,362▲ $39,399
Total Liabilities and Net Assets / Fund Balance$203,603$250,016▲ $46,413

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,761$5,761
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lynn NeliganPresident
Ann McphersonDirector of Comm
Elizabeth MurphyMembership Secr
Andrew MorrisonOfficer at Large
Anne VittoriaOfficer at Large
Brooke AndersonOfficer at Large
Lindsay KafkaOfficer at Large
Mary C MoranOfficer at Large
Robert BarrOfficer at Large
Robert MaguireOfficer at Large
Rick WellsPres-elect
Rosa MayorgaRecording Secr
Susan M LooneyTreasurer
Sam SamuelsVP Programming
Revenue and Support

Revenue Composition

Contributions and Grants
$103,750
Program Service Revenue
$121,116
Investment Income
$3,020
Other Revenue
$0
Change in Net Assets
$29,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$198,822
Total Fundraising Expense$18,059
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$117,023$0$0$117,023
Other Expenses$29,617$4,936$14,808$49,361
All Other Expenses$10,589$2,634$1,667$14,890
Fees for Services Accounting$0$4,300$0$4,300
Office Expenses$1,936$276$1,584$3,796
Insurance$0$1,145$0$1,145
Total Functional Expenses$159,165$21,598$18,059$198,822
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
Yes
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
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
Filing and Contact Details

Filer

Filer Name
Planned Giving Group of New England
EIN
04-2767452
Phone
7816474343
Address
465 WAVERLY OAKS ROAD, Waltham, MA 02452

Signing Officer

Name
Susan M Looney
Title
Treasurer
Phone
7816474343
Signed
2018-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Looney
Formed
1982
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
18

Preparer

Firm
Tapia & Huckabay PC
Address
PO Box 38, Vergennes, VT 05491
Preparer
William S Huckabay CPA
Phone
8028707086
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Board is informed when the 990 is complete and it is

Pt VI, Line 11B

available to the Board to review.

Pt VI, Line 12C

Each Board member is required to review and sign the

Pt VI, Line 12C

conflict of interest policy annually.

Pt VI, Line 19

PGGNE's organizational documents are available to the public either online or by request.

Pt VI, Line 6

The organization does have members.

Pt VI, Line 7A

Members elect organizational officers from a slate of candidates presented at the annual meeting.

Form 990EZ, Part I, Line 16

Bank Fees

Form 990EZ, Part I, Line 16

Filing Fee

Form 990EZ, Part I, Line 16

Supplies and Storage Fees

Form 990EZ, Part I, Line 16

Membership Directory

Form 990EZ, Part I, Line 16

Office Services

Form 990EZ, Part I, Line 16

Other Meeting Expense

Form 990EZ, Part I, Line 16

Speaker Expenses

Form 990EZ, Part I, Line 16

Board Expenses

Form 990EZ, Part I, Line 16

Mentoring

Form 990EZ, Part I, Line 16

PPP Dues

Form 990EZ, Part I, Line 16

Insurance

Form 990EZ, Part I, Line 16

Web-site

Form 990EZ, Part I, Line 16

Conferences and Meetings

Form 990EZ, Part I, Line 16

Internet

Form 990EZ, Part I, Line 16

Bad Debt

Form 990EZ, Part I, Line 16

Gifts

Form 990EZ, Part II, Line 24

Accounts Receivable - Net

Form 990EZ, Part II, Line 24

Investments

Form 990EZ, Part II, Line 24

Equipment-net of depreciation

Form 990EZ, Part II, Line 26

Accounts Payable & Accrued Expenses

Form 990EZ, Part II, Line 26

Deferred Revenue

Form 990, Part IX, Line 24E

Board expenses 3696. 2044. 1632. 20.

Form 990, Part IX, Line 24E

CGP DUES 650. 0. 650. 0.

Form 990, Part IX, Line 24E

Other meeting expense 516. 464. 52. 0.

Form 990, Part IX, Line 24E

Speaker expenses 3265. 3265. 0. 0.

Form 990, Part IX, Line 24E

Supplies 2043. 1490. 180. 373.

Form 990, Part IX, Line 24E

Website 4720. 3326. 120. 1274.

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt170
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24936
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt229617
IRS990/OtherExpensesGrp/TotalAmt08237
IRS990/OtherExpensesGrp/TotalAmt170
IRS990/OtherExpensesGrp/TotalAmt249361
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SUSAN LOONEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1ASSOCIATES LUNCHEON FEES
IRS990/ProgramServiceRevenueGrp/Desc2JOB POSTING
IRS990/ProgramServiceRevenueGrp/Desc3SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt061611
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16810
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt216375
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt336320
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0116680
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02682
IRS990/PYOtherExpensesAmt0176657
IRS990/PYProgramServiceRevenueAmt080175
IRS990/PYRevenuesLessExpensesAmt022880
IRS990/PYTotalExpensesAmt0176657
IRS990/PYTotalRevenueAmt0199537
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt029064
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0121116
IRS990/SavingsAndTempCashInvstGrp/BOYAmt028680
IRS990/SavingsAndTempCashInvstGrp/EOYAmt064478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0103750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0116680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0120006
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0114340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0114295
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0569071
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02682
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02362
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02169
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02093
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0121116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt075190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt074027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt063800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0407433
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02682
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02169
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02093
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012326
IRS990ScheduleA/InvestmentIncomeCYPct00.01250
IRS990ScheduleA/InvestmentIncomePYPct00.01200
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98540
IRS990ScheduleA/PublicSupportPY509Pct00.98700
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0974404
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0900
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02100
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt01200
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0900
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02100
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0224866
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0191870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0194033
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0178140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0187595
IRS990ScheduleA/Total509Grp/TotalAmt0976504
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0988830
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05761
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05761
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board is informed when the 990 is complete and it is
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1available to the Board to review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each Board member is required to review and sign the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3conflict of interest policy annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PGGNE's organizational documents are available to the public either online or by request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization does have members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Members elect organizational officers from a slate of candidates presented at the annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Filing Fee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Supplies and Storage Fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Membership Directory
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Office Services
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other Meeting Expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Speaker Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Board Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Mentoring
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PPP Dues
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Insurance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Web-site
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Conferences and Meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Internet
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Bad Debt
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Gifts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Accounts Receivable - Net
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Investments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Equipment-net of depreciation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Accounts Payable & Accrued Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Deferred Revenue
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28BOARD EXPENSES 3696. 2044. 1632. 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29CGP DUES 650. 0. 650. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30OTHER MEETING EXPENSE 516. 464. 52. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31SPEAKER EXPENSES 3265. 3265. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32SUPPLIES 2043. 1490. 180. 373.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33WEBSITE 4720. 3326. 120. 1274.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.48$0.32$4.16$2.26$1.90$0.36
2023Detailed filing. Detailed filing data is available for this year.$4.09$0.52$3.57$2.18$2.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.66$0.35$3.32$2.00$1.68$0.32
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.28$3.33$1.48$1.02$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.39$2.50$1.45$1.36$0.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.27$2.32$2.14$2.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.16$2.21$1.92$2.16$0.24
2017Detailed filing. Detailed filing data is available for this year.$2.50$0.14$2.36$2.28$1.99$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.07$1.97$2.00$1.77$0.23
2015Summary only. Only limited summary data is available for this year.$1.87$0.15$1.72$2.02$2.25$0.23
2014Summary only. Only limited summary data is available for this year.$2.04$0.12$1.85$2.09$0.24
2013Summary only. Only limited summary data is available for this year.$2.15$0.13$1.93$1.87$0.07
2012Summary only. Only limited summary data is available for this year.$1.93$0.06$1.85$1.85$0.01
2011Summary only. Only limited summary data is available for this year.$1.92$0.09$1.59$1.53$0.07