Civic Intelligence

Bourne Conservation Trust

990 • Fiscal year 2023 • EIN 04-2767827

May 01, 2022 to Apr 30, 2023 • Filed on Jan 26, 2024

PO Box 203Cataumet, MA 02534

(508) 563-2884

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

20th percentile

0.06x

Higher debt load relative to revenue than 20% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

13th percentile

-20%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

28th percentile

-0.5%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Down

$20,198,120

Down $92,020 (-0.5%) from 2022

Net Assets

Up

$20,190,876

Up $50,997 (+0.3%) from 2022

Liabilities

Down

$7,244

Down $143,017 (-95%) from 2022

Revenue

Down

$122,674

Down $3,818,354 (-97%) from 2022

Expenses

Down

$147,429

Down $2,536 (-1.7%) from 2022

Net Income

Down

-$24,755

Down $3,815,818 (-101%) from 2022

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $12,460,264Liabilities 2011: $468,542Net Assets 2011: $11,991,7222011Assets 2012: $12,914,409Liabilities 2012: $468,322Net Assets 2012: $12,446,0872012Assets 2013: $12,822,992Liabilities 2013: $350Net Assets 2013: $12,822,6422013Assets 2014: $13,180,926Liabilities 2014: $28Net Assets 2014: $13,180,8982014Assets 2015: $13,239,729Liabilities 2015: $1,769Net Assets 2015: $13,237,9602015Assets 2016: $13,256,393Liabilities 2016: $64Net Assets 2016: $13,256,3292016Assets 2017: $13,521,127Liabilities 2017: $1,644Net Assets 2017: $13,519,4832017Assets 2018: $14,384,093Liabilities 2018: $334Net Assets 2018: $14,383,7592018Assets 2019: $15,324,947Liabilities 2019: $70,430Net Assets 2019: $15,254,5172019Assets 2020: $15,766,169Liabilities 2020: $25,733Net Assets 2020: $15,740,4362020Assets 2021: $16,628,594Liabilities 2021: $77,140Net Assets 2021: $16,551,4542021Assets 2022: $20,290,140Liabilities 2022: $150,261Net Assets 2022: $20,139,8792022Assets 2023: $20,198,120Liabilities 2023: $7,244Net Assets 2023: $20,190,8762023Assets 2024: $20,368,085Liabilities 2024: $696Net Assets 2024: $20,367,3892024Assets 2025: $23,443,439Liabilities 2025: $886Net Assets 2025: $23,442,5532025

Highlighted filing

2023

Assets$20,198,120
Liabilities$7,244
Net Assets$20,190,876

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $96,8062011Expenses 2012: $116,4132012Revenue 2013: $413,685Expenses 2013: $75,586Net Income 2013: $338,0992013Revenue 2014: $391,918Expenses 2014: $65,957Net Income 2014: $325,9612014Revenue 2015: $121,008Expenses 2015: $56,723Net Income 2015: $64,2852015Revenue 2016: $112,119Expenses 2016: $61,339Net Income 2016: $50,7802016Revenue 2017: $307,071Expenses 2017: $70,270Net Income 2017: $236,8012017Revenue 2018: $946,142Expenses 2018: $88,425Net Income 2018: $857,7172018Revenue 2019: $849,245Expenses 2019: $90,382Net Income 2019: $758,8632019Revenue 2020: $657,622Expenses 2020: $84,463Net Income 2020: $573,1592020Revenue 2021: $824,151Expenses 2021: $94,346Net Income 2021: $729,8052021Revenue 2022: $3,941,028Expenses 2022: $149,965Net Income 2022: $3,791,0632022Revenue 2023: $122,674Expenses 2023: $147,429Net Income 2023: -$24,7552023Revenue 2024: $278,926Expenses 2024: $144,110Net Income 2024: $134,8162024Revenue 2025: $3,098,616Expenses 2025: $157,614Net Income 2025: $2,941,0022025

Highlighted filing

2023

Revenue$122,674
Expenses$147,429
Net Income-$24,755
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Jan 26, 2024
Return Version
2022v5.0
Gross Receipts
$1,314,516
Mission and Program Overview

Mission

To provide the general public with woodland trails through a wildlife sanctuary in a natural state for their appreciation and enjoyment

Promoting the preservation of the scenic character of the town of bourne by sequestering select parcels of land, keeping them in their natural state and available for appropriate recreation purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,710,480$2,729,443▲ $18,963
Land, Buildings, and Equipment, Net$123,959$298,814▲ $174,855
Savings and Temporary Cash Investments$236,550$109,396▼ $127,154
Cash and Non-Interest-Bearing Accounts$204,382$45,640▼ $158,742
Prepaid Expenses and Deferred Charges$4,140$4,198▲ $58
Total Assets$20,290,140$20,198,120▼ $92,020
Other Assets Total$17,010,629$17,010,629→ $0
Liabilities
Unsecured Notes Loans Payable$150,000--
Accounts Payable and Accrued Expenses$261$7,244▲ $6,983
Total Liabilities$150,261$7,244▼ $143,017
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,139,879$20,190,876▲ $50,997
Total Net Assets Fund Balance$20,139,879$20,190,876▲ $50,997
Total Liabilities and Net Assets / Fund Balance$20,290,140$20,198,120▼ $92,020

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$289,159$9,007$298,166
Other Land Buildings$6,124$9,752$15,876
Equipment$3,531$1,412$4,943
Other Assets Org$17,010,629--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,815,632$37,500▲ $41,312$75,000$2,792,354
2021$2,787,201$233,922▼ $26,763$150,000$2,815,632
2020$2,305,603$32,000▲ $525,852$50,000$2,787,201
2019$1,847,854$490,516▼ $32,767-$2,305,603
2018$1,098,530$617,687▲ $131,637-$1,847,854
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stephen BallentinePresident
Eugenie BirchTrustee
Matthew StoneTrustee
Philip DenormandieTrustee
Richard MurphyTrustee
Thomas CorcoranTrustee
Grace RoweTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$156,956
Program Service Revenue
$0
Investment Income
$-34,282
Other Revenue
$0
All Other Contributions
$156,956
Change in Net Assets
$-24,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$146,429
Grants and Similar Amounts Paid$1,000
Total Fundraising Expense$648
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$27,090-$27,090
Insurance$10,250--$10,250
Office Expenses-$8,526$648$9,174
Fees for Services Accounting-$5,250-$5,250
Depreciation Depletion$3,514$853-$4,367
All Other Expenses$2,939$621-$3,560
Other Expenses$2,526--$2,526
Grants to Domestic Orgs$1,000--$1,000
Advertising$895--$895
Fees for Services Other$310--$310
Fees for Services Legal-$111-$111
Total Functional Expenses$104,330$42,451$648$147,429
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of form 990 is provided to the board of trustees for comments and question prior to its filing. There is ample opportunity for any changes to be made before the form is submitted.

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

The bourne conservation trust is a member of the land trust alliance and as such has adopted the land trust standards and practices as their guiding principles. These standards require the bourne conservation trust to have a written conflict of interest policy that is regularly and consistently monitored.

Form 990, Part VI, Section C, Line 19

The organization's governing documents and financial statements are available at the massachusetts attorney general's division of public charities website www.charities.ago.state.ma.us. The organization also makes its conflict of interest policy, governing documents and financial statements available for public inspection at the organization's office.

Filing and Contact Details

Filer

Filer Name
Bourne Conservation Trust
EIN
04-2767827
Phone
5085632884
Address
PO BOX 203, CATAUMET, MA 02534

Signing Officer

Name
Stephen Ballentine
Title
President
Phone
5085632884
Signed
2024-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Ballentine
Formed
1980
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Lamb Mason Bulger & Co Pc
Address
PO BOX 1233, WEST CHATHAM, MA 02669-1233
Preparer
Michael Bulger
Phone
5089453575
Supplemental Narrative

Financial Statement Notes

PART II, LINE 9:

Purchased conservation easements are expensed when purchased, donated conservation easements are not recorded as revenue on the books of the trust

Raw XML AppendixShowing 400 of 424 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt048702
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt054692
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-5307
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt036468
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0197278
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96860
IRS990ScheduleA/PublicSupportPY170Pct00.97810
IRS990ScheduleA/PublicSupportTotal170Amt06078837
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0156956
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03762599
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0774783
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0578175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0806324
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06078837
IRS990ScheduleA/TotalSupportAmt06276115
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0289159
IRS990ScheduleD/BuildingsGrp/DepreciationAmt09007
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0298166
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt027090
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02815632
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt037500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02792354
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt041312
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt075000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt028728
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02787201
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0233922
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02815632
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-26763
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0150000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt026254
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02305603
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt032000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02787201
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0525852
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt050000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01847854
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0490516
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02305603
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-32767
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01098530
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0617687
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01847854
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0131637
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03531
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01412
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04943
IRS990ScheduleD/ExpensesIncurredEnforcementAmt00
IRS990ScheduleD/ModifiedEasementsCnt00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt017010629
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSERVATION LAND
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06124
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09752
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015876
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/PreservationPublicUseInd0X
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/StaffHoursSpentEnforcementCnt00.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PURCHASED CONSERVATION EASEMENTS ARE EXPENSED WHEN PURCHASED, DONATED CONSERVATION EASEMENTS ARE NOT RECORDED AS REVENUE ON THE BOOKS OF THE TRUST
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 9:
IRS990ScheduleD/TotalAcreageCnt0105.07
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0298814
IRS990ScheduleD/TotalBookValueOtherAssetsAmt017010629
IRS990ScheduleD/TotalEasementsCnt013
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR COMMENTS AND QUESTION PRIOR TO ITS FILING. THERE IS AMPLE OPPORTUNITY FOR ANY CHANGES TO BE MADE BEFORE THE FORM IS SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOURNE CONSERVATION TRUST IS A MEMBER OF THE LAND TRUST ALLIANCE AND AS SUCH HAS ADOPTED THE LAND TRUST STANDARDS AND PRACTICES AS THEIR GUIDING PRINCIPLES. THESE STANDARDS REQUIRE THE BOURNE CONSERVATION TRUST TO HAVE A WRITTEN CONFLICT OF INTEREST POLICY THAT IS REGULARLY AND CONSISTENTLY MONITORED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE WWW.CHARITIES.AGO.STATE.MA.US. THE ORGANIZATION ALSO MAKES ITS CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt020290140
IRS990/TotalAssetsEOYAmt020198120
IRS990/TotalAssetsGrp/BOYAmt020290140
IRS990/TotalAssetsGrp/EOYAmt020198120
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0156956
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0648
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042451
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0104330
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147429
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0150261
IRS990/TotalLiabilitiesEOYAmt07244
IRS990/TotalLiabilitiesGrp/BOYAmt0150261
IRS990/TotalLiabilitiesGrp/EOYAmt07244
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt020139879
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt020190876
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0104330
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt062723
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-97005
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0122674
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt020290140
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020198120
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0150000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 203
IRS990/USAddress/CityNm0CATAUMET
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002534
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.BOURNECONSERVATIONTRUST.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN BALLENTINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05085632884
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-26

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$3.10$0.16$2.94
2024Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$0.28$0.14$0.13
2023Detailed filing. Detailed filing data is available for this year.$20.2$0.01$20.2$0.12$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$20.3$0.15$20.1$3.94$0.15$3.79
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$0.08$16.6$0.82$0.09$0.73
2020Detailed filing. Detailed filing data is available for this year.$15.8$0.03$15.7$0.66$0.08$0.57
2019Detailed filing. Detailed filing data is available for this year.$15.3$0.07$15.3$0.85$0.09$0.76
2018Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.95$0.09$0.86
2017Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.31$0.07$0.24
2016Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$0.11$0.06$0.05
2015Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.12$0.06$0.06
2014Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.39$0.07$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.00$12.8$0.41$0.08$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.47$12.4$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$0.47$12.0$0.10
Peer Organizations

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