Civic Intelligence

Phelps Association

990 • Fiscal year 2019 • EIN 06-6069051

Jul 01, 2018 to Jun 30, 2019 • Filed on May 14, 2020

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

28th percentile

0.03x

Higher debt load relative to assets than 28% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.72x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

41st percentile

0.5%

Higher net margin than 41% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

54th percentile

4.3%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-83%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$9,252,374

Up $385,672 (+4.3%) from 2018

Net Assets

Up

$8,966,813

Up $143,347 (+1.6%) from 2018

Liabilities

Up

$285,561

Up $242,325 (+560%) from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin41st percentile

Revenue

Down

$397,992

Down $1,996,642 (-83%) from 2018

Expenses

Up

$395,931

Up $15,806 (+4.2%) from 2018

Net Income

Down

$2,061

Down $2,012,448 (-100%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$9,252,374
Liabilities$285,561
Net Assets$8,966,813
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$397,992
Expenses$395,931
Net Income$2,061
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 14, 2020
Return Version
2018v3.1
Gross Receipts
$1,708,676
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$6,963,303$6,373,898▼ $589,405
Land, Buildings, and Equipment, Net$1,421,937$1,771,250▲ $349,313
Cash and Non-Interest-Bearing Accounts$30,281$623,345▲ $593,064
Investments Other Securities$398,473$442,360▲ $43,887
Intangible Assets$25,777$22,095▼ $3,682
Pledges and Grants Receivable$22,045$14,430▼ $7,615
Prepaid Expenses and Deferred Charges$4,886$4,996▲ $110
Total Assets$8,866,702$9,252,374▲ $385,672
Liabilities
Accounts Payable and Accrued Expenses$43,236$285,561▲ $242,325
Total Liabilities$43,236$285,561▲ $242,325
Net Assets / Fund Balance
Unrestricted Net Assets$8,823,466$7,122,972▼ $1,700,494
Temporarily Rstr Net Assets-$1,843,841-
Total Net Assets Fund Balance$8,823,466$8,966,813▲ $143,347
Total Liabilities and Net Assets / Fund Balance$8,866,702$9,252,374▲ $385,672

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,610,141$1,425,886$3,036,027
Other Land Buildings$33,915$118,718$152,633
Land$127,194-$127,194

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$7,361,776$0▲ $462,356$417,205$7,364,053
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
Compensation and Service Providers
Top Officer Pay21st 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
$76,916
Program Service Revenue
$0
Investment Income
$321,076
Other Revenue
$0
All Other Contributions
$76,916
Change in Net Assets
$2,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$313,186
Salaries, Compensation, and Employee Benefits$78,745
Total Fundraising Expense$25,612
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$111,460$12,384-$123,844
Depreciation Depletion$83,052--$83,052
Other Salaries and Wages$30,846$21,466$19,688$72,000
Fees for Service Investment Mgmnt Fees-$39,556-$39,556
Office Expenses$7,450$3,196$3,196$13,842
Fees for Services Accounting-$7,500-$7,500
Payroll Taxes$3,077$1,948$1,720$6,745
Insurance-$6,128-$6,128
Conferences and Meetings$2,019$1,008$1,008$4,035
Fees for Services Other$4,000--$4,000
Grants to Domestic Individuals$3,500--$3,500
Other Expenses$0$3,317-$3,317
Travel$1,813--$1,813
Grants to Domestic Orgs$500--$500
Information Technology$425--$425
Total Functional Expenses$273,816$96,503$25,612$395,931
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 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 achievements.”

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
2020-05-14
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT/GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRES/GOVERNOR
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/TitleTxt23GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24GOVERNOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01884
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0133505
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01444189
IRS990/GrossReceiptsAmt01708676
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0425
IRS990/InformationTechnologyGrp/TotalAmt0425
IRS990/InsuranceGrp/ManagementAndGeneralAmt06128
IRS990/InsuranceGrp/TotalAmt06128
IRS990/IntangibleAssetsGrp/BOYAmt025777
IRS990/IntangibleAssetsGrp/EOYAmt022095
IRS990/InvestmentIncomeGrp/ExclusionAmt0187571
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0187571
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0398473
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0442360
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06963303
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06373898
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01544604
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01421937
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01771250
IRS990/LandBldgEquipCostOrOtherBssAmt03315854
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01310684
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/NetAssetsOrFundBalancesBOYAmt08823466
IRS990/NetAssetsOrFundBalancesEOYAmt08966813
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0133505
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0133505
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0141286
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012384
IRS990/OccupancyGrp/ProgramServicesAmt0111460
IRS990/OccupancyGrp/TotalAmt0123844
IRS990/OfficeExpensesGrp/FundraisingAmt03196
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03196
IRS990/OfficeExpensesGrp/ProgramServicesAmt07450
IRS990/OfficeExpensesGrp/TotalAmt013842
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UNDERGRADUATE EXPENSES
IRS990/OtherExpensesGrp/Desc1OTHER INVESTMENT EXPENS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03317
IRS990/OtherExpensesGrp/ProgramServicesAmt025674
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt025674
IRS990/OtherExpensesGrp/TotalAmt13317
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019688
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021466
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt030846
IRS990/OtherSalariesAndWagesGrp/TotalAmt072000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01720
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01948
IRS990/PayrollTaxesGrp/ProgramServicesAmt03077
IRS990/PayrollTaxesGrp/TotalAmt06745
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt022045
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt014430
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04886
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04996
IRS990/PrincipalOfficerNm0NATHANIEL M CARTMELL III
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ASSOCIATION PROVIDES GRANTS AND SCHOLARSHIPS TO YALE STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02095299
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04500
IRS990/PYInvestmentIncomeAmt0280304
IRS990/PYOtherExpensesAmt0298918
IRS990/PYOtherRevenueAmt019031
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02014509
IRS990/PYSalariesCompEmpBnftPaidAmt076707
IRS990/PYTotalExpensesAmt0380125
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02394634
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02061
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt076916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0109599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0106366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt075532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0272857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0641270
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0187271
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0157951
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0140744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0148979
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0201987
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0836932
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt019031
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt072
IRS990ScheduleA/OtherIncome170Grp/TotalAmt019103
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42830
IRS990ScheduleA/PublicSupportPY170Pct00.49200
IRS990ScheduleA/PublicSupportTotal170Amt0641270
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt076916

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,252,374
Liabilities
$285,561
Net assets
$8,966,813
Revenue
$397,992
Expenses
$395,931
Net income
$2,061
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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