Civic Intelligence

Wilton Historical Society Incorporated

990 • Fiscal year 2017 • EIN 06-6038757

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 01, 2018

Organization ProfileWWW.WILTONHISTORICAL.ORG
224 Danbury RoadWilton, CT 06897

(203) 762-7257

Siviq Scores

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

Liabilities / Assets

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.27x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

12th percentile

-23%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

35th percentile

-0.9%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

8.4%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$4,132,598

Down $39,151 (-0.9%) from 2016

Net Assets

Up

$4,016,973

Up $29,193 (+0.7%) from 2016

Liabilities

Down

$115,625

Down $68,344 (-37%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin12th percentile

Revenue

Up

$422,804

Up $32,638 (+8.4%) from 2016

Expenses

Up

$518,583

Up $35,382 (+7.3%) from 2016

Net Income

Down

-$95,779

Down $2,744 (-2.9%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,336,419Liabilities 2011: $215,209Net Assets 2011: $4,121,2102011Assets 2012: $4,315,503Liabilities 2012: $208,200Net Assets 2012: $4,107,3032012Assets 2013: $4,272,999Liabilities 2013: $231,309Net Assets 2013: $4,041,6902013Assets 2014: $4,267,638Liabilities 2014: $208,902Net Assets 2014: $4,058,7362014Assets 2015: $4,147,405Liabilities 2015: $204,305Net Assets 2015: $3,943,1002015Assets 2016: $4,171,749Liabilities 2016: $183,969Net Assets 2016: $3,987,7802016Assets 2017: $4,132,598Liabilities 2017: $115,625Net Assets 2017: $4,016,9732017Assets 2018: $3,998,210Liabilities 2018: $53,615Net Assets 2018: $3,944,5952018Assets 2019: $3,942,658Liabilities 2019: $63,723Net Assets 2019: $3,878,9352019Assets 2020: $4,088,714Liabilities 2020: $88,079Net Assets 2020: $4,000,6352020Assets 2021: $4,358,767Liabilities 2021: $49,620Net Assets 2021: $4,309,1472021Assets 2022: $3,914,692Liabilities 2022: $32,346Net Assets 2022: $3,882,3462022Assets 2023: $3,997,323Liabilities 2023: $32,678Net Assets 2023: $3,964,6452023Assets 2024: $4,319,599Liabilities 2024: $50,374Net Assets 2024: $4,269,2252024Assets 2025: $4,456,132Liabilities 2025: $42,134Net Assets 2025: $4,413,9982025

Highlighted filing

2017

Assets$4,132,598
Liabilities$115,625
Net Assets$4,016,973
Open 2017 Filing

Operations Trend

Revenue Growth59th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $162,190Expenses 2011: $290,755Net Income 2011: -$128,5652011Revenue 2012: $168,345Expenses 2012: $319,932Net Income 2012: -$151,5872012Revenue 2013: $250,700Expenses 2013: $416,910Net Income 2013: -$166,2102013Revenue 2014: $317,077Expenses 2014: $395,713Net Income 2014: -$78,6362014Revenue 2015: $370,335Expenses 2015: $449,039Net Income 2015: -$78,7042015Revenue 2016: $390,166Expenses 2016: $483,201Net Income 2016: -$93,0352016Revenue 2017: $422,804Expenses 2017: $518,583Net Income 2017: -$95,7792017Revenue 2018: $396,351Expenses 2018: $576,237Net Income 2018: -$179,8862018Revenue 2019: $367,880Expenses 2019: $446,856Net Income 2019: -$78,9762019Revenue 2020: $442,779Expenses 2020: $435,753Net Income 2020: $7,0262020Revenue 2021: $418,787Expenses 2021: $423,676Net Income 2021: -$4,8892021Revenue 2022: $387,190Expenses 2022: $462,835Net Income 2022: -$75,6452022Revenue 2023: $330,474Expenses 2023: $440,055Net Income 2023: -$109,5812023Revenue 2024: $429,716Expenses 2024: $479,265Net Income 2024: -$49,5492024Revenue 2025: $409,423Expenses 2025: $486,610Net Income 2025: -$77,1872025

Highlighted filing

2017

Revenue$422,804
Expenses$518,583
Net Income-$95,779
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 1, 2018
Return Version
2016v3.0
Gross Receipts
$696,972
Mission and Program Overview

Mission

To maintain wilton historical society's collection of historic buildings, care and conservation of antiques and artifacts. Exhibits and educational programs and events to educate the public of all ages on wilton's history.

To maintain the society's historical collection of buildings. Care and conservation of historical antiques and artifacts. Publication of various pamphlets and presentation of museum exhibits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,802,034$2,753,270▼ $48,764
Investments Other Securities$1,147,389$1,181,201▲ $33,812
Cash and Non-Interest-Bearing Accounts$160,550$141,780▼ $18,770
Accounts Receivable$21,786$26,033▲ $4,247
Inventories for Sale or Use$19,746$20,274▲ $528
Prepaid Expenses and Deferred Charges$11,121$4,582▼ $6,539
Total Assets$4,171,749$4,132,598▼ $39,151
Other Assets Total$9,123$5,458▼ $3,665
Liabilities
Mortgage Notes Payable Secured by Investment Property$107,465$60,110▼ $47,355
Deferred Revenue$31,700$32,500▲ $800
Other Liabilities$30,303$18,558▼ $11,745
Accounts Payable and Accrued Expenses$14,501$4,457▼ $10,044
Total Liabilities$183,969$115,625▼ $68,344
Net Assets / Fund Balance
Unrestricted Net Assets$3,951,390$3,978,842▲ $27,452
Temporarily Rstr Net Assets$36,390$38,131▲ $1,741
Total Net Assets Fund Balance$3,987,780$4,016,973▲ $29,193
Total Liabilities and Net Assets / Fund Balance$4,171,749$4,132,598▼ $39,151

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,530,286$2,435,959$4,966,245
Land$193,321-$193,321
Equipment$29,663$29,303$58,966
Other Securities$1,181,201--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
E GriswoldPresident
Greg ChannPresident Emeritus
Andrew DiloretoTrustee
Donna HarakasTrustee
Heather BowerTrustee
Jessica ChristTrustee
Ken DunajTrustee
Kevin QuinlanTrustee
Martin HamarTrustee
Meaghan DonovanTrustee
Michael HessTrustee
Nancy PerezTrustee
Rick SmithTrustee
Virginia BeninTrustee
William BrennanTrustee
Janet FosterCo-chaiar Memb.
Lee WilsonCo-VP Bldg. & Grounds
Kevin CrawFirst Vice-pres.
Katy WilliamsSecretary
Dan DelmarTreasurer
Karl DolnierVP Bldg. & Grounds
Joan StarrVP Collections
Hal HigbyVP Development
Greg RodigerVP Finance
Kim MellinVP Programs & Ed.
Revenue and Support

Revenue Composition

Contributions and Grants
$174,711
Program Service Revenue
$33,601
Investment Income
$26,331
Other Revenue
$188,161
All Other Contributions
$93,673
Change in Net Assets
$-95,779

Audited Revenue Reconciliation

Revenue per Audited Statements
$422,804
Revenue Not Reported on Form 990
$341,547
Total Revenue per Audited Statements
$764,351
Total Revenue per Form 990
$422,804
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$288,503
Salaries, Compensation, and Employee Benefits$230,080
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$192,357$21,373$0$213,730
Depreciation Depletion$67,132$7,459$0$74,591
All Other Expenses$68,989$997$0$69,986
Office Expenses$28,570$3,175$0$31,745
Insurance$25,381$2,820$0$28,201
Other Expenses$22,079$2,453$0$24,532
Payroll Taxes$14,715$1,635$0$16,350
Fees for Services Accounting$7,650$850$0$8,500
Fees for Services Legal$1,723$192$0$1,915
Total Functional Expenses$472,725$45,858$0$518,583

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$735,158
Expenses per Audited Statements$518,583
Total Expenses per Form 990$518,583
Expenses Not Reported on Form 990$216,575
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$110,053
Fundraising Direct Expenses$57,593
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Artisan Show$110,053$110,053$57,593$52,460
Total Events$110,053$110,053$57,593$52,460
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 Deposits$18,558
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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
Wilton Historical Society
EIN
06-6038757
Phone
2037627257
Address
224 DANBURY ROAD, WILTON, CT 06897

Signing Officer

Name
Greg Rodiger
Title
Vice Pres. Finance
Phone
2037627257
Signed
2018-02-01

Organization Details

Principal Officer
E Bulkeley Griswold
Formed
1955
Legal Domicile
Ct
Voting Board Members
31
Independent Board Members
31
Employees
8
Volunteers
75

Preparer

Firm
Sandra E Welwood LLC
Address
46 Main St, Danbury, CT 06810
Preparer
Dan Pappalardo CPA
Phone
2037300509
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The tax return is reviewed with audit comm. And executives”

Pt VI, Line 19

“Document is made available upon request”

Pt XI

“NET ASSETS RELEASED”

Form 990, Part IX, Line 24E

“All other operating expenses 1512. 1361. 151. 0.”

Form 990, Part IX, Line 24E

“Other 8460. 7614. 846. 0.”

Form 990, Part IX, Line 24E

“Exhibit expenses 60014. 60014. 0. 0.”

Financial Statement Notes

Pt XI, Line 2D

“Rental properties expenses 204,760”

Pt XI, Line 2D

“Cost of inventory sold $11,815”

Pt XII, Line 2D

“Rental properties expense $204,760”

Pt XII, Line 2D

“Cost of inventory sold $11,815”

Pt X, Line 2

“Management has analyzed the tax position, and has concluded that as of sep. 30, 2017, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability or asset or disclosure in the financial statements”

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IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
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IRS990/GoverningBodyVotingMembersCnt031
IRS990/GovernmentGrantsAmt060014
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0696972
IRS990/GrossRentsGrp/RealAmt0331259
IRS990/GrossSalesOfInventoryAmt019125
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt031
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02820
IRS990/InsuranceGrp/ProgramServicesAmt025381
IRS990/InsuranceGrp/TotalAmt028201
IRS990/InventoriesForSaleOrUseGrp/BOYAmt019746
IRS990/InventoriesForSaleOrUseGrp/EOYAmt020274
IRS990/InvestmentIncomeGrp/ExclusionAmt026331
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026331
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01147389
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01181201
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02465262
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02802034
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02753270
IRS990/LandBldgEquipCostOrOtherBssAmt05218532
IRS990/LegalDomicileStateCd0CT
IRS990/LessRentalExpensesGrp/RealAmt0204760
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt021024
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MAINTAIN THE SOCIETY'S HISTORICAL COLLECTION OF BUILDINGS, AND THE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0107465
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt060110
IRS990/NetAssetsOrFundBalancesBOYAmt03987780
IRS990/NetAssetsOrFundBalancesEOYAmt04016973
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt052460
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt052460
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt07310
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt07310
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0113935
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0126499
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt012564
IRS990/NetUnrlzdGainsLossesInvstAmt0124972
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt017750
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03175
IRS990/OfficeExpensesGrp/ProgramServicesAmt028570
IRS990/OfficeExpensesGrp/TotalAmt031745
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09123
IRS990/OtherAssetsTotalGrp/EOYAmt05458
IRS990/OtherExpensesGrp/Desc0MARKETING & ADV.
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINT.
IRS990/OtherExpensesGrp/Desc3PROGRAMS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0465
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11655
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22784
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32453
IRS990/OtherExpensesGrp/ProgramServicesAmt04185
IRS990/OtherExpensesGrp/ProgramServicesAmt114891
IRS990/OtherExpensesGrp/ProgramServicesAmt225053
IRS990/OtherExpensesGrp/ProgramServicesAmt322079
IRS990/OtherExpensesGrp/TotalAmt04650
IRS990/OtherExpensesGrp/TotalAmt116546
IRS990/OtherExpensesGrp/TotalAmt227837
IRS990/OtherExpensesGrp/TotalAmt324532
IRS990/OtherLiabilitiesGrp/BOYAmt030303
IRS990/OtherLiabilitiesGrp/EOYAmt018558
IRS990/OtherRevenueMiscGrp/BusinessCd0999999
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01892
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01892
IRS990/OtherRevenueTotalAmt01892
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021373
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0192357
IRS990/OtherSalariesAndWagesGrp/TotalAmt0213730
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01635
IRS990/PayrollTaxesGrp/ProgramServicesAmt014715
IRS990/PayrollTaxesGrp/TotalAmt016350
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011121
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04582
IRS990/PrincipalOfficerNm0E BULKELEY GRISWOLD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1ADMISSIONS
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017539
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116062
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0141408
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt024874
IRS990/PYOtherExpensesAmt0265678
IRS990/PYOtherRevenueAmt0194826
IRS990/PYProgramServiceRevenueAmt029058
IRS990/PYRevenuesLessExpensesAmt0-93035
IRS990/PYSalariesCompEmpBnftPaidAmt0217523
IRS990/PYTotalExpensesAmt0483201
IRS990/PYTotalRevenueAmt0390166
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-95779
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0126499
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0156738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt065123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt099029
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt064472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0350101
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026331
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024874
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt027442
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt026000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt029219
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0133866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0494100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0489789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0503033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0545347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0413691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02445960
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt028130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt029313
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt027442
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt026000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt030663
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0141548
IRS990ScheduleA/InvestmentIncomeCYPct00.04820
IRS990ScheduleA/InvestmentIncomePYPct00.05250
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt01799
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt04439
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt01444
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt07682
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.95180
IRS990ScheduleA/PublicSupportPY509Pct00.94750
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt02796061
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0551293
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0554912
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0567317
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0644376
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0478163
IRS990ScheduleA/Total509Grp/TotalAmt02796061
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02937609
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

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,132,598
Liabilities
$115,625
Net assets
$4,016,973
Revenue
$422,804
Expenses
$518,583
Net income
-$95,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.46$0.04$4.41$0.41$0.49$0.08
2024Detailed filing. Detailed filing data is available for this year.$4.32$0.05$4.27$0.43$0.48$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.03$3.96$0.33$0.44$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.91$0.03$3.88$0.39$0.46$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.36$0.05$4.31$0.42$0.42$0.00
2020Detailed filing. Detailed filing data is available for this year.$4.09$0.09$4.00$0.44$0.44$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.94$0.06$3.88$0.37$0.45$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.00$0.05$3.94$0.40$0.58$0.18
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.12$4.02$0.42$0.52$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.17$0.18$3.99$0.39$0.48$0.09
2015Summary only. Only limited summary data is available for this year.$4.15$0.20$3.94$0.37$0.45$0.08
2014Summary only. Only limited summary data is available for this year.$4.27$0.21$4.06$0.32$0.40$0.08
2013Summary only. Only limited summary data is available for this year.$4.27$0.23$4.04$0.25$0.42$0.17
2012Summary only. Only limited summary data is available for this year.$4.32$0.21$4.11$0.17$0.32$0.15
2011Summary only. Only limited summary data is available for this year.$4.34$0.22$4.12$0.16$0.29$0.13