Civic Intelligence

New Haven Preservation Trust Incorporated

990 • Fiscal year 2020 • EIN 06-6047999

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profilewww.nhpt.org
922 State Street PO Box 8968New Haven, CT 06507

(203) 562-5919

Siviq Scores

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

Liabilities / Assets

75th percentile

0.11x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.19x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

78th percentile

29%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

24%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$387,867

Down $45,415 (-10%) from 2019

Net Assets

Up

$346,273

Up $10,648 (+3.2%) from 2019

Liabilities

Down

$41,594

Down $56,063 (-57%) from 2019

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin78th percentile

Revenue

Up

$218,283

Up $42,410 (+24%) from 2019

Expenses

Down

$154,241

Down $6,571 (-4.1%) from 2019

Net Income

Up

$64,042

Up $48,981 (+325%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$600K$400K$200K$0Assets 2010: $156,835Liabilities 2010: $16,995Net Assets 2010: $139,8402010Assets 2011: $192,002Liabilities 2011: $22,490Net Assets 2011: $169,5122011Assets 2012: $323,195Liabilities 2012: $130,518Net Assets 2012: $192,6772012Assets 2013: $242,563Liabilities 2013: $35,369Net Assets 2013: $207,1942013Assets 2014: $310,260Liabilities 2014: $129,767Net Assets 2014: $180,4932014Assets 2015: $255,610Liabilities 2015: $48,592Net Assets 2015: $207,0182015Assets 2016: $388,428Liabilities 2016: $141,684Net Assets 2016: $246,7442016Assets 2017: $350,339Liabilities 2017: $74,826Net Assets 2017: $275,5132017Assets 2018: $298,361Liabilities 2018: $30,930Net Assets 2018: $267,4312018Assets 2019: $433,282Liabilities 2019: $97,657Net Assets 2019: $335,6252019Assets 2020: $387,867Liabilities 2020: $41,594Net Assets 2020: $346,2732020Assets 2021: $512,428Liabilities 2021: $93,520Net Assets 2021: $418,9082021Assets 2022: $401,066Liabilities 2022: $29,393Net Assets 2022: $371,6732022Assets 2023: $539,819Liabilities 2023: $132,395Net Assets 2023: $407,4242023Assets 2024: $528,731Liabilities 2024: $55,135Net Assets 2024: $473,5962024

Highlighted filing

2020

Assets$387,867
Liabilities$41,594
Net Assets$346,273
Open 2020 Filing

Operations Trend

Revenue Growth81st percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $122,7382010Expenses 2011: $188,9982011Revenue 2012: $180,078Expenses 2012: $159,529Net Income 2012: $20,5492012Revenue 2013: $179,826Expenses 2013: $182,612Net Income 2013: -$2,7862013Revenue 2014: $141,225Expenses 2014: $182,189Net Income 2014: -$40,9642014Revenue 2015: $187,507Expenses 2015: $158,852Net Income 2015: $28,6552015Revenue 2016: $181,792Expenses 2016: $155,148Net Income 2016: $26,6442016Revenue 2017: $169,115Expenses 2017: $172,580Net Income 2017: -$3,4652017Revenue 2018: $159,106Expenses 2018: $153,208Net Income 2018: $5,8982018Revenue 2019: $175,873Expenses 2019: $160,812Net Income 2019: $15,0612019Revenue 2020: $218,283Expenses 2020: $154,241Net Income 2020: $64,0422020Revenue 2021: $180,555Expenses 2021: $152,610Net Income 2021: $27,9452021Revenue 2022: $186,611Expenses 2022: $172,805Net Income 2022: $13,8062022Revenue 2023: $169,012Expenses 2023: $180,631Net Income 2023: -$11,6192023Revenue 2024: $190,726Expenses 2024: $171,605Net Income 2024: $19,1212024

Highlighted filing

2020

Revenue$218,283
Expenses$154,241
Net Income$64,042
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$218,283
Mission and Program Overview

Mission

Primary purpose is to save and preserve buildings in New Haven, Connecticut through ongoing involvement with the city, Yale University and its neighborhoods, including educational activities such as walking tours of downtown New Haven and area neighborhoods for the general public, area businesses, elementary schools, and colleges.

Preservation of Historical Structures

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$283,005$297,436▲ $14,431
Pledges and Grants Receivable$92,887$47,590▼ $45,297
Cash and Non-Interest-Bearing Accounts$44,418$33,085▼ $11,333
Intangible Assets$10,500$7,500▼ $3,000
Prepaid Expenses and Deferred Charges$1,611$1,656▲ $45
Inventories for Sale or Use$600$600→ $0
Land, Buildings, and Equipment, Net$261$0▼ $261
Total Assets$433,282$387,867▼ $45,415
Liabilities
Deferred Revenue$93,167$36,167▼ $57,000
Accounts Payable and Accrued Expenses$4,490$5,427▲ $937
Total Liabilities$97,657$41,594▼ $56,063
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$203,159$216,728▲ $13,569
Net Assets With Donor Restrictions$132,466$129,545▼ $2,921
Total Net Assets Fund Balance$335,625$346,273▲ $10,648
Total Liabilities and Net Assets / Fund Balance$433,282$387,867▼ $45,415

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$5,860$5,860
Leasehold Improvements$0$525$525
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Rona Johnston GordonPresident
Charlotte ReaVice President
Channing HarrisDirector
Edward CherryDirector
Elihu RubinDirector
Elizabeth BickleyDirector
Elsie ChapmanDirector
Khalil QuotapDirector
Margaret ChambersDirector
Ming ThompsonDirector
Roberta PiletteDirector
William ChristmasDirector
Susan JacobsonAssistant Secretary
Susan GodshallAssistant Treasurer
Jill MartinSecretary
Glenn A TrunkfieldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$146,622
Program Service Revenue
$14,123
Investment Income
$57,538
Other Revenue
$0
All Other Contributions
$71,550
Change in Net Assets
$64,042

Audited Revenue Reconciliation

Revenue per Audited Statements
$218,282
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-53,393
Total Revenue per Audited Statements
$164,889
Total Revenue per Form 990
$218,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$80,533
Salaries, Compensation, and Employee Benefits$73,708
Total Fundraising Expense$8,817
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$51,043$13,611$3,403$68,057
Occupancy$13,410$3,576$894$17,880
Fees for Services Other$6,067$1,618$405$8,090
Payroll Taxes$4,238$1,130$283$5,651
Fees for Services Accounting$3,075$820$205$4,100
Office Expenses$2,817$751$188$3,756
Depreciation Depletion$2,446$652$163$3,261
All Other Expenses$2,392$638$161$3,191
Information Technology$2,018$537$135$2,690
Insurance$1,937$517$129$2,583
Other Expenses$1,327$354$88$1,769
Advertising$884$236$59$1,179
Total Functional Expenses$115,681$29,743$8,817$154,241

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$154,241
Total Expenses per Audited Statements$154,241
Total Expenses per Form 990$154,241
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 A, line 6

“The Organization has members.”

Form 990, Part VI, Section A, line 7A

“The Organization has members that can elect or appoint members of the governing body.”

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

“The Board reviews the Form 990 before it is filed.”

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

“All board memebers are required to disclose in writing all conflicts that exist at the beginning of each fiscal year.”

Form 990, Part VI, Section B, line 15

“All employees compensation is reviewed annually by the Board and any payroll increases are documented using current data.”

Form 990, Part VI, Section C, line 19

“All applicable documents will be available upon request.”

Filing and Contact Details

Filer

Filer Name
New Haven Preservation Trust
EIN
06-6047999
Phone
2035625919
Address
922 State Street PO Box 8968, New Haven, CT 06507

Signing Officer

Name
Rona Johnston Gordon
Title
President
Phone
2035625919
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rona Johnston Gordon
Formed
1961
Legal Domicile
Ct
Voting Board Members
16
Independent Board Members
16
Employees
3
Volunteers
0

Preparer

Firm
Michael J Paolini CPA
Address
174 Cherry Street, Milford, CT 06460
Phone
2038760445
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The Organization's Board of Directors assumes responsibility for oversight of the audit of its financial statements as well as the hiring of an independent accountant.”

Financial Statement Notes

Part X, Line 2:

“The Organization is a not-for-profit corporation exempt from federal income taxes under Section 501(c) (3) of the Internal Revenue Code. On January 1, 2009, the Organization adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return only when it is determined that the income tax position will more likely than not be sustained upon examination by taxing authorities. The Organization has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. The Organization believes that its income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in material adverse effects on the Organization's financial condition, results of operations or cash flows. Accordingly, the Organization has no recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions as of December 31, 2020. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Organization believes it is no longer subject to income tax examinations for years prior to 2013. The Organization's policy is to classify income tax related interest and penalties in interest expense and other expenses, respectively.”

Raw XML AppendixShowing 400 of 530 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/PersonNm9William Christmas
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IRS990/Form990PartVIISectionAGrp/PersonNm11Channing Harris
IRS990/Form990PartVIISectionAGrp/PersonNm12Edward Cherry
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IRS990/Form990PartVIISectionAGrp/PersonNm15Ming Thompson
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Assistant Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0135
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0537
IRS990/InformationTechnologyGrp/ProgramServicesAmt02018
IRS990/InformationTechnologyGrp/TotalAmt02690
IRS990/InsuranceGrp/FundraisingAmt0129
IRS990/InsuranceGrp/ManagementAndGeneralAmt0517
IRS990/InsuranceGrp/ProgramServicesAmt01937
IRS990/InsuranceGrp/TotalAmt02583
IRS990/IntangibleAssetsGrp/BOYAmt010500
IRS990/IntangibleAssetsGrp/EOYAmt07500
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0600
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0600
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IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0297436
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06385
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0261
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt06385
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt012672
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Primary purpose is to save and preserve buildings in New Haven, Connecticut through ongoing involvement with the city, Yale University and its neighborhoods, including educational activities such as walking tours of downtown New Haven and area neighborhoods for the general public, area businesses, elementary schools, and colleges.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0335625
IRS990/NetAssetsOrFundBalancesEOYAmt0346273
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt054097
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt054097
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-53393
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0203159
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0216728
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0894
IRS990/OccupancyGrp/ManagementAndGeneralAmt03576
IRS990/OccupancyGrp/ProgramServicesAmt013410
IRS990/OccupancyGrp/TotalAmt017880
IRS990/OfficeExpensesGrp/FundraisingAmt0188
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0751
IRS990/OfficeExpensesGrp/ProgramServicesAmt02817
IRS990/OfficeExpensesGrp/TotalAmt03756
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Programs Expense
IRS990/OtherExpensesGrp/Desc1Utilities
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Equipment Rental
IRS990/OtherExpensesGrp/FundraisingAmt02460
IRS990/OtherExpensesGrp/FundraisingAmt1129
IRS990/OtherExpensesGrp/FundraisingAmt2115
IRS990/OtherExpensesGrp/FundraisingAmt388
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04327
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1516
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2460
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3354
IRS990/OtherExpensesGrp/ProgramServicesAmt020368
IRS990/OtherExpensesGrp/ProgramServicesAmt11936
IRS990/OtherExpensesGrp/ProgramServicesAmt21723
IRS990/OtherExpensesGrp/ProgramServicesAmt31327
IRS990/OtherExpensesGrp/TotalAmt027155
IRS990/OtherExpensesGrp/TotalAmt12581
IRS990/OtherExpensesGrp/TotalAmt22298
IRS990/OtherExpensesGrp/TotalAmt31769
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03403
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013611
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt051043
IRS990/OtherSalariesAndWagesGrp/TotalAmt068057
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0283
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01130
IRS990/PayrollTaxesGrp/ProgramServicesAmt04238
IRS990/PayrollTaxesGrp/TotalAmt05651
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt092887
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt047590
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01611
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01656
IRS990/PrincipalOfficerNm0Rona Johnston Gordon
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Service Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014123
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014123
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0141122
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010412
IRS990/PYOtherExpensesAmt085554
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt024339
IRS990/PYRevenuesLessExpensesAmt015061
IRS990/PYSalariesCompEmpBnftPaidAmt075258
IRS990/PYTotalExpensesAmt0160812
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0175873
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt064042
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt071661
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0146621
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0141123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0136713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0158304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0159375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0742136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04144
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010412
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05681
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03959
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04007
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028203
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014123
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016712
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06851
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018409
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt080434
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04144
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010412
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05681
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03959
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04007
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028203
IRS990ScheduleA/InvestmentIncomeCYPct00.03310
IRS990ScheduleA/InvestmentIncomePYPct00.03210
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96690
IRS990ScheduleA/PublicSupportPY509Pct00.96790
IRS990ScheduleA/PublicSupportTotal509Amt0822570
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0160744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0165462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0153425
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0165155
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0177784
IRS990ScheduleA/Total509Grp/TotalAmt0822570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0164888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0175874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0159106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0169114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0181791
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0850773
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$387,867
Liabilities
$41,594
Net assets
$346,273
Revenue
$218,283
Expenses
$154,241
Net income
$64,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.29$0.55$4.74$1.91$1.72$0.19
2023Detailed filing. Detailed filing data is available for this year.$5.40$1.32$4.07$1.69$1.81$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.01$0.29$3.72$1.87$1.73$0.14
2021Detailed filing. Detailed filing data is available for this year.$5.12$0.94$4.19$1.81$1.53$0.28
2020Detailed filing. Detailed filing data is available for this year.$3.88$0.42$3.46$2.18$1.54$0.64
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.98$3.36$1.76$1.61$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.98$0.31$2.67$1.59$1.53$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.75$2.76$1.69$1.73$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.88$1.42$2.47$1.82$1.55$0.27
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.56$0.49$2.07$1.88$1.59$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.10$1.30$1.80$1.41$1.82$0.41
2013Detailed filing. Detailed filing data is available for this year.$2.43$0.35$2.07$1.80$1.83$0.03
2012Summary only. Only limited summary data is available for this year.$3.23$1.31$1.93$1.80$1.60$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.22$1.70$1.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.17$1.40$1.23