Civic Intelligence

Lean Enterprise Institute Inc.

990 • Fiscal year 2014 • EIN 04-3382623

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 16, 2014

Organization ProfileWWW.LEAN.ORG

View Organization Page

215 First Street Suite 300Boston, MA 02142

(617) 871-2900

Siviq Scores

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

Liabilities / Assets

55th percentile

0.30x

Higher debt load relative to assets than 55% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

42nd percentile

0.18x

Higher debt load relative to revenue than 42% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

39th percentile

0.7%

Higher net margin than 39% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

86th percentile

$389,582

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

82nd percentile

17%

Faster asset growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

51st percentile

4.8%

Faster revenue growth than 51% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$5,715,370

Up $818,854 (+17%) from 2013

Net Assets

Up

$4,023,126

Up $63,342 (+1.6%) from 2013

Liabilities

Up

$1,692,244

Up $755,512 (+81%) from 2013

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin39th percentile

Revenue

Up

$9,241,771

Up $424,617 (+4.8%) from 2013

Expenses

Up

$9,178,429

Up $182,801 (+2.0%) from 2013

Net Income

Up

$63,342

Up $241,816 (+135%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,458,513Liabilities 2011: $848,763Net Assets 2011: $4,609,7502011Assets 2012: $5,035,906Liabilities 2012: $897,648Net Assets 2012: $4,138,2582012Assets 2013: $4,896,516Liabilities 2013: $936,732Net Assets 2013: $3,959,7842013Assets 2014: $5,715,370Liabilities 2014: $1,692,244Net Assets 2014: $4,023,1262014Assets 2015: $6,317,648Liabilities 2015: $1,280,917Net Assets 2015: $5,036,7312015Assets 2016: $6,562,830Liabilities 2016: $1,406,930Net Assets 2016: $5,155,9002016Assets 2017: $5,197,540Liabilities 2017: $1,477,331Net Assets 2017: $3,720,2092017Assets 2018: $4,405,074Liabilities 2018: $1,009,095Net Assets 2018: $3,395,9792018Assets 2019: $3,569,855Liabilities 2019: $652,072Net Assets 2019: $2,917,7832019Assets 2020: $4,011,209Liabilities 2020: $1,337,126Net Assets 2020: $2,674,0832020Assets 2021: $4,353,748Liabilities 2021: $1,418,141Net Assets 2021: $2,935,6072021Assets 2022: $3,751,454Liabilities 2022: $1,818,653Net Assets 2022: $1,932,8012022Assets 2023: $2,982,738Liabilities 2023: $1,556,138Net Assets 2023: $1,426,6002023Assets 2024: $3,087,005Liabilities 2024: $1,706,448Net Assets 2024: $1,380,5572024

Highlighted filing

2014

Assets$5,715,370
Liabilities$1,692,244
Net Assets$4,023,126
Open 2014 Filing

Operations Trend

Revenue Growth51st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,725,9562011Expenses 2012: $6,902,1692012Revenue 2013: $8,817,154Expenses 2013: $8,995,628Net Income 2013: -$178,4742013Revenue 2014: $9,241,771Expenses 2014: $9,178,429Net Income 2014: $63,3422014Revenue 2015: $10,822,684Expenses 2015: $9,809,079Net Income 2015: $1,013,6052015Revenue 2016: $10,529,386Expenses 2016: $10,410,217Net Income 2016: $119,1692016Revenue 2017: $10,603,768Expenses 2017: $12,039,459Net Income 2017: -$1,435,6912017Revenue 2018: $10,227,013Expenses 2018: $10,551,243Net Income 2018: -$324,2302018Revenue 2019: $9,841,577Expenses 2019: $10,319,773Net Income 2019: -$478,1962019Revenue 2020: $5,221,170Expenses 2020: $5,785,259Net Income 2020: -$564,0892020Revenue 2021: $5,746,296Expenses 2021: $5,560,195Net Income 2021: $186,1012021Revenue 2022: $7,052,473Expenses 2022: $7,867,204Net Income 2022: -$814,7312022Revenue 2023: $7,178,088Expenses 2023: $7,738,382Net Income 2023: -$560,2942023Revenue 2024: $7,239,853Expenses 2024: $7,365,631Net Income 2024: -$125,7782024

Highlighted filing

2014

Revenue$9,241,771
Expenses$9,178,429
Net Income$63,342
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 16, 2014
Return Version
2013v3.0
Gross Receipts
$10,767,579
Mission and Program Overview

Mission

To promote the widespread adoption of a set of ideas known as lean thinking.

To provide research and education to create greater efficiency and productivity in manufacturing, services and healthcare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,448,839$2,612,647▲ $163,808
Accounts Receivable$1,315,847$1,782,944▲ $467,097
Inventories for Sale or Use$473,184$572,803▲ $99,619
Cash and Non-Interest-Bearing Accounts$280,301$399,862▲ $119,561
Land, Buildings, and Equipment, Net$115,097$114,751▼ $346
Prepaid Expenses and Deferred Charges$23,653$67,406▲ $43,753
Total Assets$4,896,516$5,715,370▲ $818,854
Other Assets Total$239,595$164,957▼ $74,638
Liabilities
Deferred Revenue$464,963$923,617▲ $458,654
Accounts Payable and Accrued Expenses$471,769$768,627▲ $296,858
Total Liabilities$936,732$1,692,244▲ $755,512
Net Assets / Fund Balance
Unrestricted Net Assets$3,959,784$4,023,126▲ $63,342
Total Net Assets Fund Balance$3,959,784$4,023,126▲ $63,342
Total Liabilities and Net Assets / Fund Balance$4,896,516$5,715,370▲ $818,854

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,906$519,588$554,494
Leasehold Improvements$79,845$131,769$211,614
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James WomackDirectorFT$354,246$35,336$389,582
John Y ShookPresidentFT$354,762$24,188$378,950
JOHN P O'DONNELLTreasurerFT$253,564$19,110$272,674
Mark ReichDirector of Strategy and Oper.FT$223,758$32,954$256,712
David LogozzoSenior Advisor, Co-learningFT$150,472$22,292$172,764
Rachael ReganDirector of EventsFT$128,333$25,230$153,563
Olga FloryDirector of Lean EducationFT$121,800$23,838$145,638
Joshua C RapozaCustomer Strategy OfficerFT$117,427$25,257$142,684
Chet MarchwinskiDirector of CommunicationsFT$109,571$25,075$134,646

Board Members and Trustees

NameTitle
Donald RunkleDirector
John ToussaintDirector
Matthew LovejoyDirector
Orest FuimeDirector
Peter WardDirector
Robert MorganDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Npj Management Consulting LLCCoach-$953,420
Lean Transformation GroupInstructor-$392,273
Lean Shift ConsultingCoach-$251,989
Murli & Associates SpInstructor-$130,952
Teaching LeanInstructor-$125,387
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,149,154
Investment Income
$1,131
Other Revenue
$1,091,486
Change in Net Assets
$63,342

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,241,771
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,525,808
Total Revenue per Audited Statements
$10,767,579
Total Revenue per Form 990
$9,241,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,283,630
Salaries, Compensation, and Employee Benefits$2,894,799
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,197,878$164,204-$1,362,082
Other Salaries and Wages$908,291$227,201-$1,135,492
All Other Expenses$421,206$24,239-$445,445
Other Expenses$240,909$84,643-$325,552
Occupancy$233,741$82,126-$315,867
Office Expenses$128,594$45,179-$173,773
Payroll Taxes$114,008$23,682-$137,690
Depreciation Depletion$101,800$35,768-$137,568
Other Employee Benefits$105,276$28,744-$134,020
Pension Plan Contributions$104,753$20,762-$125,515
Travel$27,422$9,635-$37,057
Fees for Services Accounting$24,135$8,480-$32,615
Fees for Services Other$9,794$3,441-$13,235
Fees for Services Legal$3,819$1,342-$5,161
Total Functional Expenses$8,418,983$759,446$0$9,178,429

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,704,237
Expenses per Audited Statements$9,178,429
Total Expenses per Form 990$9,178,429
Expenses Not Reported on Form 990$1,525,808
Expenses Not Reported on Financial Statements$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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
John Y ShookCEORoyaltiesNo$145,169
James WomackSenior AdvisorRoyaltiesNo$1,907
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The board of directors review and approve the irs form 990 at the annual board meeting prior to filing the form.”

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

“At annual board meetings, the conflict of interest policy is distributed to all board members along with a certification and disclosure form which is completed and signed by each board member and retained in the institute's files.”

Form 990, Part VI, Section B, Line 15

“An independent consultant retained by compensation committee reviewed appropriate compensation package for officers and key employees.”

Form 990, Part VI, Section C, Line 19

“Documents on policies and financial statements are available upon request. The financial statements are also availible online at www.guidestar.org.”

Filing and Contact Details

Filer

EIN
04-3382623
Phone
6178712900

Signing Officer

Name
JOHN O'DONNELL
Title
Treasurer
Phone
6178712900
Signed
2014-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JOHN O'DONNELL
Formed
1997
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
6
Employees
19
Volunteers
0

Preparer

Preparer
John J Czyzewski CPA
Phone
6177311222
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Program costs included in cost of good sold - lean publications 1,525,808.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Program costs included in cost of goods sold-lean publications 1,525,808.”

Raw XML AppendixShowing 400 of 656 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SENIOR ADVISOR, CO-LEARNING
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIR. OF STRATEGY AND OPER.
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIR. OF LEAN EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIR. OF EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIR. OF COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt14CUSTOMER STRATEGY OFFICER
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THE WIDESPREAD ADOPTION OF A SET OF IDEAS KNOWN AS LEAN THINKING.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01091486
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt082126
IRS990/OccupancyGrp/ProgramServicesAmt0233741
IRS990/OccupancyGrp/TotalAmt0315867
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt045179
IRS990/OfficeExpensesGrp/ProgramServicesAmt0128594
IRS990/OfficeExpensesGrp/TotalAmt0173773
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0164957
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028744
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0105276
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0134020
IRS990/OtherExpensesGrp/Desc0PROGRAM COSTS - CO-LEAR
IRS990/OtherExpensesGrp/Desc1PROGRAM COSTS - LEAN WO
IRS990/OtherExpensesGrp/Desc2PROGRAM COSTS - LEAN EV
IRS990/OtherExpensesGrp/Desc3COMPUTER SUPPORT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt084643
IRS990/OtherExpensesGrp/ProgramServicesAmt01982837
IRS990/OtherExpensesGrp/ProgramServicesAmt11773767
IRS990/OtherExpensesGrp/ProgramServicesAmt21040753
IRS990/OtherExpensesGrp/ProgramServicesAmt3240909
IRS990/OtherExpensesGrp/TotalAmt01982837
IRS990/OtherExpensesGrp/TotalAmt11773767
IRS990/OtherExpensesGrp/TotalAmt21040753
IRS990/OtherExpensesGrp/TotalAmt3325552
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0227201
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0908291
IRS990/OtherSalariesAndWagesGrp/TotalAmt01135492
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023682
IRS990/PayrollTaxesGrp/ProgramServicesAmt0114008
IRS990/PayrollTaxesGrp/TotalAmt0137690
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt020762
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0104753
IRS990/PensionPlanContributionsGrp/TotalAmt0125515
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023653
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt067406
IRS990/PrincipalOfficerNm0JOHN O'DONNELL
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
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IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0CO-LEARNING PARTNERS
IRS990/ProgramServiceRevenueGrp/Desc1WORKSHOP FEES
IRS990/ProgramServiceRevenueGrp/Desc2EVENT FEES
IRS990/ProgramServiceRevenueGrp/Desc3SPEAKING AND ASSESSMENT
IRS990/ProgramServiceRevenueGrp/Desc4RESEARCH REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03346621
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13051865
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21602617
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3124393
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt423658
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03346621
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13051865
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21602617
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3124393
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt423658
IRS990/ProgSrvcAccomActy2Grp/Desc0LEAN PUBLICATIONS - SALES OF LEI WORKBOOKS, REFERENCE BOOKS THAT EXPLAIN THE ROOTS OF LEAN AND RELATED PRODUCTS THAT SUPPORT THE IMPLEMENTATION OF LEAN.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0510951
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01091486
IRS990/ProgSrvcAccomActy3Grp/Desc0CO-LEARNING PARTNERS - INSTITUTE PERSONNEL WORK WITH ORGANIZATIONS DESIRING TO SUPPORT THE INSTITUTE'S NON-PROFIT, EDUCATION AND RESEARCH MISSION BY PARTICIPATING IN LEADERSHIP DEVELOPMENT AND CO-LEARNING ACTIVITIES AS PART OF THE ORGANIZATION'S LEARNING AND IMPROVEMENT STRATEGY. TYPICALLY THE CO-LEARNING PARTNERSHIP CONSIST OF ACTIVITIES IN FIVE CORE AREAS: 1) EXECUTIVE LEADERSHIP ENGAGEMENT; 2) TRAINING AND CAPABILITY DEVELOPMENT; 3) CO-LEARNING PROJECTS OR EXPERIMENTS; 4) INTERACTION WITH LEI PARTNERS AND THE LEI COMMUNITY; AND 5) DOCUMENTATION AND RESEARCH.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03218471
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03346621
IRS990/ProgSrvcAccomActyOtherGrp/Desc0LEAN EVENTS - EVENTS HIGHLIGHTING ORGANIZATIONS THAT HAVE SUSTAINED THE LEAN JOURNEY WHICH IS DESIGNED TO INTEGRATE VALUE STREAMS TO CREATE PULL FOR THE INSTITUTE'S OFFERINGS.SPEAKING AND ASSESSMENT - INSTITUTE PERSONNEL SPEAK AND TEACH AT CONFERENCES AND EVENTS ON THE TOPIC OF LEAN THINKING.LEAN RESEARCH - A MANAGEMENT RESEARCH PROJECT TO BETTER UNDERSTAND WHY SOME ORGANIZATIONS ARE ABLE TO SUSTAIN LEAN TRANSFORMATIONS AND OTHERS ENCOUNTER PROBLEMS AND CHALLENGES THAT STALL OR END THE IMPLEMENTATION OF LEAN THINKING AND PRACTICES. THE PROJECT WILL FOCUS ON THE ROLE OF MANAGERS AND MANAGEMENT SYSTEMS IN BOTH SUCCESSFUL AND UNSUCCESSFUL TRANSFORMATIONS. NEW EDUCATIONAL PROGRAMS AND LEARNING MATERIALS WILL BE DEVELOPED FROM THIS RESEARCH.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01945639
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01750668
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02019
IRS990/PYOtherExpensesAmt06354546
IRS990/PYOtherRevenueAmt01131792
IRS990/PYProgramServiceRevenueAmt07683343
IRS990/PYRevenuesLessExpensesAmt0-178474
IRS990/PYSalariesCompEmpBnftPaidAmt02641082
IRS990/PYTotalExpensesAmt08995628
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08817154
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt063342
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03051865
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02448839
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02612647
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01131
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03960
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010209
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027105
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt044424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08149154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07683343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05164589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05271275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04840005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt031108366
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01131
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03960
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010209
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027105
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IRS990ScheduleA/InvestmentIncomePYPct00.00420
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt031108366

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,715,370
Liabilities
$1,692,244
Net assets
$4,023,126
Revenue
$9,241,771
Expenses
$9,178,429
Net income
$63,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$1.71$1.38$7.24$7.37$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.98$1.56$1.43$7.18$7.74$0.56
2022Detailed filing. Detailed filing data is available for this year.$3.75$1.82$1.93$7.05$7.87$0.81
2021Detailed filing. Detailed filing data is available for this year.$4.35$1.42$2.94$5.75$5.56$0.19
2020Detailed filing. Detailed filing data is available for this year.$4.01$1.34$2.67$5.22$5.79$0.56
2019Detailed filing. Detailed filing data is available for this year.$3.57$0.65$2.92$9.84$10.3$0.48
2018Detailed filing. Detailed filing data is available for this year.$4.41$1.01$3.40$10.2$10.6$0.32
2017Detailed filing. Detailed filing data is available for this year.$5.20$1.48$3.72$10.6$12.0$1.44
2016Detailed filing. Detailed filing data is available for this year.$6.56$1.41$5.16$10.5$10.4$0.12
2015Detailed filing. Detailed filing data is available for this year.$6.32$1.28$5.04$10.8$9.81$1.01
2014Detailed filing. Detailed filing data is available for this year.$5.72$1.69$4.02$9.24$9.18$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.94$3.96$8.82$9.00$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.90$4.14$6.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$0.85$4.61$6.73
Peer Organizations

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