Civic Intelligence

Kingsley Trust Association

990 • Fiscal year 2022 • EIN 06-0706508

Jun 01, 2021 to May 31, 2022 • Filed on Mar 24, 2023

PO Box 9153New Haven, CT 06532

(203) 468-0087

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.22x

Higher debt load relative to revenue than 50% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

4th percentile

-97%

Higher net margin than 4% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

25th percentile

-7.3%

Faster asset growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-60%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$14,881,769

Down $1,179,227 (-7.3%) from 2021

Net Assets

Down

$14,817,643

Down $1,205,439 (-7.5%) from 2021

Liabilities

Up

$64,126

Up $26,212 (+69%) from 2021

Revenue

Down

$294,178

Down $442,860 (-60%) from 2021

Expenses

Up

$578,513

Up $138,200 (+31%) from 2021

Net Income

Down

-$284,335

Down $581,060 (-196%) from 2021

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $9,208,627Liabilities 2011: $100Net Assets 2011: $9,208,5272011Assets 2012: $8,332,107Liabilities 2012: $100Net Assets 2012: $8,332,0072012Assets 2013: $9,127,772Liabilities 2013: $100Net Assets 2013: $9,127,6722013Assets 2014: $10,771,828Liabilities 2014: $100Net Assets 2014: $10,771,7282014Assets 2015: $10,494,135Liabilities 2015: $200Net Assets 2015: $10,493,9352015Assets 2016: $9,816,715Liabilities 2016: $14,960Net Assets 2016: $9,801,7552016Assets 2017: $9,963,104Liabilities 2017: $6,808Net Assets 2017: $9,956,2962017Assets 2018: $12,108,117Liabilities 2018: $35,632Net Assets 2018: $12,072,4852018Assets 2019: $12,112,180Liabilities 2019: $31,940Net Assets 2019: $12,080,2402019Assets 2020: $12,629,467Liabilities 2020: $5,452Net Assets 2020: $12,624,0152020Assets 2021: $16,060,996Liabilities 2021: $37,914Net Assets 2021: $16,023,0822021Assets 2022: $14,881,769Liabilities 2022: $64,126Net Assets 2022: $14,817,6432022Assets 2023: $14,226,919Liabilities 2023: $45,094Net Assets 2023: $14,181,8252023Assets 2024: $16,008,319Liabilities 2024: $36,036Net Assets 2024: $15,972,2832024

Highlighted filing

2022

Assets$14,881,769
Liabilities$64,126
Net Assets$14,817,643

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $831,645Expenses 2011: $798,218Net Income 2011: $33,4272011Revenue 2012: $446,327Expenses 2012: $643,213Net Income 2012: -$196,8862012Revenue 2013: $852,552Expenses 2013: $658,003Net Income 2013: $194,5492013Revenue 2014: $1,925,955Expenses 2014: $665,929Net Income 2014: $1,260,0262014Revenue 2015: $955,159Expenses 2015: $621,655Net Income 2015: $333,5042015Revenue 2016: $355,684Expenses 2016: $648,937Net Income 2016: -$293,2532016Revenue 2017: $594,787Expenses 2017: $755,476Net Income 2017: -$160,6892017Revenue 2018: $3,168,749Expenses 2018: $546,548Net Income 2018: $2,622,2012018Revenue 2019: $741,068Expenses 2019: $550,820Net Income 2019: $190,2482019Revenue 2020: $910,524Expenses 2020: $540,173Net Income 2020: $370,3512020Revenue 2021: $737,038Expenses 2021: $440,313Net Income 2021: $296,7252021Revenue 2022: $294,178Expenses 2022: $578,513Net Income 2022: -$284,3352022Revenue 2023: $756,937Expenses 2023: $631,145Net Income 2023: $125,7922023Revenue 2024: $576,656Expenses 2024: $533,870Net Income 2024: $42,7862024

Highlighted filing

2022

Revenue$294,178
Expenses$578,513
Net Income-$284,335
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Mar 24, 2023
Return Version
2021v4.2
Gross Receipts
$294,178
Mission and Program Overview

Mission

Academic support; providing intellectual and cultural improvement and academic assistance for members of the yale university community

Academic support; the kingsley trust association is a not-for-profit organization dedicated to providing intellectual and cultural improvement and academic assistance for members of the yale university community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,322,208$13,444,349▼ $877,859
Land, Buildings, and Equipment, Net$1,296,077$1,218,398▼ $77,679
Savings and Temporary Cash Investments$208,047$88,047▼ $120,000
Cash and Non-Interest-Bearing Accounts$178,625$76,148▼ $102,477
Prepaid Expenses and Deferred Charges$750$0▼ $750
Intangible Assets$462$0▼ $462
Total Assets$16,060,996$14,881,769▼ $1,179,227
Other Assets Total$54,827$54,827→ $0
Liabilities
Accounts Payable and Accrued Expenses$37,914$64,126▲ $26,212
Total Liabilities$37,914$64,126▲ $26,212
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,023,082$14,817,643▼ $1,205,439
Total Net Assets Fund Balance$16,023,082$14,817,643▼ $1,205,439
Total Liabilities and Net Assets / Fund Balance$16,060,996$14,881,769▼ $1,179,227

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,002,156$1,338,474$2,340,630
Other Land Buildings$209,142$261,178$470,320
Land$7,100-$7,100

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$16,022,980$250,933▼ $877,859$522,391$14,817,643
2020$12,624,017$299,510▲ $3,539,818$398,405$16,022,980
2019$12,080,240$681,852▲ $402,096$472,195$12,624,017
2018$12,072,476$459,081▲ $99,494$490,973$12,080,240
2017$9,956,289$2,073,447▲ $556,290$453,011$12,072,476
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sarah RussellPresident
Daniel D GravesVice President
Leonard B ShavelSecretary
Caroline JohnstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$250,933
Program Service Revenue
$0
Investment Income
$43,245
Other Revenue
$0
All Other Contributions
$250,933
Change in Net Assets
$-284,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$415,605
Salaries, Compensation, and Employee Benefits$133,358
Grants and Similar Amounts Paid$29,550
Total Fundraising Expense$16,264
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$123,993--$123,993
Occupancy$89,550--$89,550
Depreciation Depletion$78,143--$78,143
Other Expenses$66,345--$66,345
Insurance$30,748--$30,748
Grants to Domestic Individuals$29,550--$29,550
Fees for Services Accounting$29,032--$29,032
Office Expenses-$10,308$16,264$26,572
Payroll Taxes$9,365--$9,365
Travel$9,191--$9,191
Fees for Services Legal$5,577--$5,577
Conferences and Meetings$5,082--$5,082
Fees for Services Other$2,559--$2,559
Total Functional Expenses$551,941$10,308$16,264$578,513
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
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
No
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 form 990 is reviewed by the executive committee.

Form 990, Part VI, Section C, Line 19

Form 990 is available upon request for the public to review

Filing and Contact Details

Filer

Filer Name
Kingsley Trust Association
EIN
06-0706508
Phone
2034680087
Address
PO BOX 9153, NEW HAVEN, CT 06532

Signing Officer

Name
Caroline Johnston
Title
Treasurer
Phone
2034680087
Signed
2023-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Caroline Johnston
Formed
1860
Legal Domicile
Ct
Voting Board Members
17
Independent Board Members
17
Employees
8
Volunteers
0

Preparer

Firm
Marcum Llp
Address
555 LONG WHARF DRIVE, NEW HAVEN, CT 06511
Preparer
Cathiann Bellard
Phone
2037819600
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

Historical furnishings, books and artworks relating to the association and yale university. Further exempt purpose by immersion in the rich academic history of yale university. Collection is made available to other scholars and museum curator from yale and similar organizations.

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require the association's management to evaluate tax positions taken by the association and recognize a tax liability if it has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken by the association, and has concluded that as of may 31, 2022 , there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. In addition, the association has no unrelated business income.

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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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IRS990ScheduleD/BuildingsGrp/BookValueAmt01002156
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01338474
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02340630
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0OTHER SCHOLARLY PURSUITS
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt026470
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt016022980
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0250933
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014817643
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt029550
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-877859
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0522391
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt021310
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt012624017
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0299510
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt016022980
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt020650
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03539818
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0398405
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt027976
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt012080240
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0681852
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt012624017
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt040000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0402096
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0472195
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt027078
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt012072476
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0459081
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt012080240
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt032760
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt099494
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0490973
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt022979
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09956289
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02073447
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt012072476
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt037560
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0556290
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0453011
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt07100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07100
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0209142
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0261178
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0470320
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HISTORICAL FURNISHINGS, BOOKS AND ARTWORKS RELATING TO THE ASSOCIATION AND YALE UNIVERSITY. FURTHER EXEMPT PURPOSE BY IMMERSION IN THE RICH ACADEMIC HISTORY OF YALE UNIVERSITY. COLLECTION IS MADE AVAILABLE TO OTHER SCHOLARS AND MUSEUM CURATOR FROM YALE AND SIMILAR ORGANIZATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ASSOCIATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2022 , THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. IN ADDITION, THE ASSOCIATION HAS NO UNRELATED BUSINESS INCOME.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01218398
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt029550
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS AVAILABLE UPON REQUEST FOR THE PUBLIC TO REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt016060996
IRS990/TotalAssetsEOYAmt014881769
IRS990/TotalAssetsGrp/BOYAmt016060996
IRS990/TotalAssetsGrp/EOYAmt014881769
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0250933
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016264
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010308
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0551941
IRS990/TotalFunctionalExpensesGrp/TotalAmt0578513
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt037914
IRS990/TotalLiabilitiesEOYAmt064126
IRS990/TotalLiabilitiesGrp/BOYAmt037914
IRS990/TotalLiabilitiesGrp/EOYAmt064126
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016023082
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014817643
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0551941
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt043245
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0294178
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016060996
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014881769
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt09191
IRS990/TravelGrp/TotalAmt09191
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O KINGSLEY TRUST PO BOX 9153
IRS990/USAddress/CityNm0NEW HAVEN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006532
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLINE JOHNSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02034680087
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KINGSLEY TRUST ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0KING
ReturnHeader/Filer/EIN0060706508
ReturnHeader/Filer/PhoneNum02034680087
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 9153
ReturnHeader/Filer/USAddress/CityNm0NEW HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006532
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 LONG WHARF DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW HAVEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006511
ReturnHeader/PreparerPersonGrp/PhoneNum02037819600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHIANN BELLARD
ReturnHeader/ReturnTs02023-03-28T08:06:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROLINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSTON
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.0$0.04$16.0$0.58$0.53$0.04
2023Detailed filing. Detailed filing data is available for this year.$14.2$0.05$14.2$0.76$0.63$0.13
2022Detailed filing. Detailed filing data is available for this year.$14.9$0.06$14.8$0.29$0.58$0.28
2021Detailed filing. Detailed filing data is available for this year.$16.1$0.04$16.0$0.74$0.44$0.30
2020Detailed filing. Detailed filing data is available for this year.$12.6$0.01$12.6$0.91$0.54$0.37
2019Detailed filing. Detailed filing data is available for this year.$12.1$0.03$12.1$0.74$0.55$0.19
2018Detailed filing. Detailed filing data is available for this year.$12.1$0.04$12.1$3.17$0.55$2.62
2017Detailed filing. Detailed filing data is available for this year.$9.96$0.01$9.96$0.59$0.76$0.16
2016Detailed filing. Detailed filing data is available for this year.$9.82$0.01$9.80$0.36$0.65$0.29
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.96$0.62$0.33
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.93$0.67$1.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.13$0.00$9.13$0.85$0.66$0.19
2012Summary only. Only limited summary data is available for this year.$8.33$0.00$8.33$0.45$0.64$0.20
2011Summary only. Only limited summary data is available for this year.$9.21$0.00$9.21$0.83$0.80$0.03