Civic Intelligence

Phelps Association

990 • Fiscal year 2018 • EIN 06-6069051

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

Organization ProfileN/A
PO Box 202047New Haven, CT 06520-2047

(203) 624-1013

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.02x

Higher debt load relative to revenue than 14% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

88th percentile

30%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

554%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$8,866,702

Up $2,021,692 (+30%) from 2017

Net Assets

Up

$8,823,466

Up $1,984,120 (+29%) from 2017

Liabilities

Up

$43,236

Up $37,572 (+663%) from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin97th percentile

Revenue

Up

$2,394,634

Up $2,028,755 (+554%) from 2017

Expenses

Up

$380,125

Up $20,835 (+5.8%) from 2017

Net Income

Up

$2,014,509

Up $2,007,920 (+30474%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$15M$10M$5.0M$0Assets 2011: $5,851,049Liabilities 2011: $40,150Net Assets 2011: $5,810,8992011Assets 2012: $5,672,523Liabilities 2012: $33,007Net Assets 2012: $5,639,5162012Assets 2013: $6,231,375Liabilities 2013: $56,619Net Assets 2013: $6,174,7562013Assets 2014: $6,845,255Liabilities 2014: $30,862Net Assets 2014: $6,814,3932014Assets 2015: $6,899,699Liabilities 2015: $24,690Net Assets 2015: $6,875,0092015Assets 2016: $6,570,897Liabilities 2016: $27,462Net Assets 2016: $6,543,4352016Assets 2017: $6,845,010Liabilities 2017: $5,664Net Assets 2017: $6,839,3462017Assets 2018: $8,866,702Liabilities 2018: $43,236Net Assets 2018: $8,823,4662018Assets 2019: $9,252,374Liabilities 2019: $285,561Net Assets 2019: $8,966,8132019Assets 2020: $8,624,272Liabilities 2020: $8,048Net Assets 2020: $8,616,2242020Assets 2021: $10,029,647Liabilities 2021: $42,206Net Assets 2021: $9,987,4412021Assets 2022: $9,024,598Liabilities 2022: $116,636Net Assets 2022: $8,907,9622022Assets 2023: $9,281,458Liabilities 2023: $13,115Net Assets 2023: $9,268,3432023Assets 2024: $9,501,303Liabilities 2024: $21,971Net Assets 2024: $9,479,3322024

Highlighted filing

2018

Assets$8,866,702
Liabilities$43,236
Net Assets$8,823,466
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $353,2742011Expenses 2012: $423,8902012Revenue 2013: $908,700Expenses 2013: $373,460Net Income 2013: $535,2402013Revenue 2014: $601,695Expenses 2014: $422,180Net Income 2014: $179,5152014Revenue 2015: $607,049Expenses 2015: $373,427Net Income 2015: $233,6222015Revenue 2016: $322,924Expenses 2016: $379,655Net Income 2016: -$56,7312016Revenue 2017: $365,879Expenses 2017: $359,290Net Income 2017: $6,5892017Revenue 2018: $2,394,634Expenses 2018: $380,125Net Income 2018: $2,014,5092018Revenue 2019: $397,992Expenses 2019: $395,931Net Income 2019: $2,0612019Revenue 2020: $415,871Expenses 2020: $423,793Net Income 2020: -$7,9222020Revenue 2021: $804,152Expenses 2021: $453,547Net Income 2021: $350,6052021Revenue 2022: $541,566Expenses 2022: $457,842Net Income 2022: $83,7242022Revenue 2023: $136,534Expenses 2023: $507,382Net Income 2023: -$370,8482023Revenue 2024: $284,779Expenses 2024: $500,440Net Income 2024: -$215,6612024

Highlighted filing

2018

Revenue$2,394,634
Expenses$380,125
Net Income$2,014,509
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$2,974,623
Mission and Program Overview

Mission

To support the educational, social and professional development of its members through association activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,963,635$6,963,303▲ $1,999,668
Land, Buildings, and Equipment, Net$1,469,880$1,421,937▼ $47,943
Investments Other Securities$322,949$398,473▲ $75,524
Cash and Non-Interest-Bearing Accounts$45,166$30,281▼ $14,885
Intangible Assets$25,777$25,777→ $0
Pledges and Grants Receivable$13,400$22,045▲ $8,645
Prepaid Expenses and Deferred Charges$4,203$4,886▲ $683
Total Assets$6,845,010$8,866,702▲ $2,021,692
Liabilities
Accounts Payable and Accrued Expenses$5,664$43,236▲ $37,572
Total Liabilities$5,664$43,236▲ $37,572
Net Assets / Fund Balance
Unrestricted Net Assets$6,839,346$8,823,466▲ $1,984,120
Total Net Assets Fund Balance$6,839,346$8,823,466▲ $1,984,120
Total Liabilities and Net Assets / Fund Balance$6,845,010$8,866,702▲ $2,021,692

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,254,201$1,353,143$2,607,344
Other Land Buildings$40,542$112,091$152,633
Land$127,194-$127,194

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,286,584$2,004,700▲ $249,913$127,500$7,361,776
2016$4,956,546-▲ $548,832$182,913$5,286,584
2015$5,281,763$75,532▼ $39,023$210,429$4,956,546
2014$5,152,604$250,012▲ $161,836$127,678$5,281,763
2013$4,877,727$223,224▲ $826,320$635,513$5,152,604
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Jessica OgilvieGovernor/president (former
Nathaniel CartmellPresident/governor
Barry SvigalsGovernor
Bradford WilliamsGovernor
Cash WarrenGovernor
Charlie BantaGovernor
Christina HelburnGovernor
Elizabeth FastGovernor
Hallie HobsonGovernor
Hilla MellerGovernor
Hope WeisslerGovernor
Hunter ReisnerGovernor
Isaac WassermanGovernor
John BarkerGovernor
John R EttingerGovernor
John SchmidtGovernor
John T EttingerGovernor
Kameka DempseyGovernor
Margaret MorrisGovernor
Steve AbramowitzGovernor
Steve SherrillGovernor
Tom MccanceGovernor
David GoodSecretary
Koby SadanTreasurer
Peter MarshallVice Pres/governor
Revenue and Support

Revenue Composition

Contributions and Grants
$2,095,299
Program Service Revenue
$0
Investment Income
$280,304
Other Revenue
$19,031
All Other Contributions
$2,095,299
Change in Net Assets
$2,014,509
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$298,918
Salaries, Compensation, and Employee Benefits$76,707
Total Fundraising Expense$24,638
Grants and Similar Amounts Paid$4,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$98,279$10,920-$109,199
Depreciation Depletion$81,624--$81,624
Other Salaries and Wages$29,890$20,747$19,689$70,326
Fees for Service Investment Mgmnt Fees-$42,433-$42,433
Office Expenses$6,478$1,619$2,699$10,796
Conferences and Meetings$7,422$2,651$530$10,603
Insurance-$7,600-$7,600
Fees for Services Accounting-$7,500-$7,500
Payroll Taxes$2,782$1,879$1,720$6,381
Other Expenses$23,894$4,988-$4,988
Grants to Domestic Individuals$3,500--$3,500
Grants to Domestic Orgs$1,000--$1,000
Information Technology$281--$281
Total Functional Expenses$255,150$100,337$24,638$380,125
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
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Four members of the board of governors are related. John r. Ettinger (father) and john t. Ettinger (son). John schmidt (father) and christina helburn (daughter)”

Form 990, Part VI, Section A, Line 6

“The organization consists of members that attended yale university and were selected for membership based on academic,social and other acheivements.”

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

“The board of governors has a nominating committee and the board will elect new members of the governing body.”

Form 990, Part VI, Section A, Line 7B

“Changes to the constitution or bylaws of the association must be voted on by the membership of the association.”

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

“A copy of the return was provided to the officers of the organization to review before filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents available to the public upon contacting the office and meeting at a time that is convenient to both parties.”

Filing and Contact Details

Filer

Filer Name
Phelps Association
EIN
06-6069051
Phone
2036241013
Address
PO BOX 202047, NEW HAVEN, CT 06520-2047

Signing Officer

Name
Nathaniel M Cartmell Iii
Title
President
Phone
2036241013
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nathaniel M Cartmell Iii
Formed
1884
Legal Domicile
Ct
Voting Board Members
25
Independent Board Members
25
Employees
5
Volunteers
8

Preparer

Firm
Sm Esposito & Co Pc
Address
3013 DIXWELL AVENUE, HAMDEN, CT 06518
Preparer
Dana Harvey CPA
Phone
2033877771
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0GOVERNOR/PRESIDENT (FORMER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT/GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRES/GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt24TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01884
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0122350
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0702339
IRS990/GrossReceiptsAmt02974623
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0281
IRS990/InformationTechnologyGrp/TotalAmt0281
IRS990/InsuranceGrp/ManagementAndGeneralAmt07600
IRS990/InsuranceGrp/TotalAmt07600
IRS990/IntangibleAssetsGrp/BOYAmt025777
IRS990/IntangibleAssetsGrp/EOYAmt025777
IRS990/InvestmentIncomeGrp/ExclusionAmt0157954
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0157954
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0322949
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0398473
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04963635
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06963303
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01465234
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01469880
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01421937
IRS990/LandBldgEquipCostOrOtherBssAmt02887171
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0579989
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE EDUCATIONAL, SOCIAL AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH ASSOCIATION ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06839346
IRS990/NetAssetsOrFundBalancesEOYAmt08823466
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0122350
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0122350
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-30389
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010920
IRS990/OccupancyGrp/ProgramServicesAmt098279
IRS990/OccupancyGrp/TotalAmt0109199
IRS990/OfficeExpensesGrp/FundraisingAmt02699
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01619
IRS990/OfficeExpensesGrp/ProgramServicesAmt06478
IRS990/OfficeExpensesGrp/TotalAmt010796
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UNDERGRADUATE EXPENSES
IRS990/OtherExpensesGrp/Desc1OTHER INVESTMENT EXPENS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04988
IRS990/OtherExpensesGrp/ProgramServicesAmt023894
IRS990/OtherExpensesGrp/TotalAmt023894
IRS990/OtherExpensesGrp/TotalAmt14988
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS AND REIMBURSME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt019031
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt019031
IRS990/OtherRevenueTotalAmt019031
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019689
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020747
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt029890
IRS990/OtherSalariesAndWagesGrp/TotalAmt070326
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01720
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01879
IRS990/PayrollTaxesGrp/ProgramServicesAmt02782
IRS990/PayrollTaxesGrp/TotalAmt06381
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt013400
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt022045
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04203
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04886
IRS990/PrincipalOfficerNm0NATHANIEL M CARTMELL III
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ASSOCIATION PROVIDES GRANTS AND SCHOLARSHIPS TO YALE STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0106366
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03665
IRS990/PYInvestmentIncomeAmt0259513
IRS990/PYOtherExpensesAmt0279443
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt06589
IRS990/PYSalariesCompEmpBnftPaidAmt076182
IRS990/PYTotalExpensesAmt0359290
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0365879
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02014509
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0109599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0106366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0272857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0229499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0793853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0157951
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0140744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0148979
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0201987
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0145012
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0794673
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt019031
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt072
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05998
IRS990ScheduleA/OtherIncome170Grp/TotalAmt025101
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49200
IRS990ScheduleA/PublicSupportPY170Pct00.56790
IRS990ScheduleA/PublicSupportTotal170Amt0793853
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0109599

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,866,702
Liabilities
$43,236
Net assets
$8,823,466
Revenue
$2,394,634
Expenses
$380,125
Net income
$2,014,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.50$0.02$9.48$0.28$0.50$0.22
2023Detailed filing. Detailed filing data is available for this year.$9.28$0.01$9.27$0.14$0.51$0.37
2022Detailed filing. Detailed filing data is available for this year.$9.02$0.12$8.91$0.54$0.46$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.04$9.99$0.80$0.45$0.35
2020Detailed filing. Detailed filing data is available for this year.$8.62$0.01$8.62$0.42$0.42$0.01
2019Detailed filing. Detailed filing data is available for this year.$9.25$0.29$8.97$0.40$0.40$0.00
2018Detailed filing. Detailed filing data is available for this year.$8.87$0.04$8.82$2.39$0.38$2.01
2017Detailed filing. Detailed filing data is available for this year.$6.85$0.01$6.84$0.37$0.36$0.01
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.57$0.03$6.54$0.32$0.38$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.90$0.02$6.88$0.61$0.37$0.23
2014Detailed filing. Detailed filing data is available for this year.$6.85$0.03$6.81$0.60$0.42$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.23$0.06$6.17$0.91$0.37$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.67$0.03$5.64$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$0.04$5.81$0.35