Civic Intelligence

Phelps Association

990 • Fiscal year 2020 • EIN 06-6069051

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

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

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.02x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

31st percentile

-1.9%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

10th percentile

-6.8%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

4.5%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$8,624,272

Down $628,102 (-6.8%) from 2019

Net Assets

Down

$8,616,224

Down $350,589 (-3.9%) from 2019

Liabilities

Down

$8,048

Down $277,513 (-97%) from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin31st percentile

Revenue

Up

$415,871

Up $17,879 (+4.5%) from 2019

Expenses

Up

$423,793

Up $27,862 (+7.0%) from 2019

Net Income

Down

-$7,922

Down $9,983 (-484%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2020

Assets$8,624,272
Liabilities$8,048
Net Assets$8,616,224
Open 2020 Filing

Operations Trend

Revenue Growth56th 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

2020

Revenue$415,871
Expenses$423,793
Net Income-$7,922
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.2
Gross Receipts
$3,041,448
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$6,373,898$5,275,160▼ $1,098,738
Land, Buildings, and Equipment, Net$1,771,250$2,869,011▲ $1,097,761
Investments Other Securities$442,360$401,477▼ $40,883
Cash and Non-Interest-Bearing Accounts$623,345$38,075▼ $585,270
Intangible Assets$22,095$20,253▼ $1,842
Pledges and Grants Receivable$14,430$15,130▲ $700
Prepaid Expenses and Deferred Charges$4,996$5,166▲ $170
Total Assets$9,252,374$8,624,272▼ $628,102
Liabilities
Accounts Payable and Accrued Expenses$285,561$8,048▼ $277,513
Total Liabilities$285,561$8,048▼ $277,513
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,122,972$8,212,385▲ $1,089,413
Net Assets With Donor Restrictions$1,843,841$403,839▼ $1,440,002
Total Net Assets Fund Balance$8,966,813$8,616,224▼ $350,589
Total Liabilities and Net Assets / Fund Balance$9,252,374$8,624,272▼ $628,102

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,716,399$1,544,948$4,261,347
Other Land Buildings$25,418$127,215$152,633
Land$127,194-$127,194

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$7,364,053-▲ $16,725$1,637,638$5,684,267
2018$7,361,776-▲ $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
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Nathaniel CartmellPresident/governor
Koby Sadan(former)treasurer
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
Kameka DempseyGovernor
Margaret MorrisGovernor
Steve AbramowitzGovernor
Steve SherrillGovernor
Tom MccanceGovernor
Jessica OgilvieGovernor/
David GoodSecretary
John T EttingerTreasurer/governor
Peter MarshallVice Pres/governor

Highest Paid Contractors

ContractorServicesLocationCompensation
Babbidge ConstructionGeneral Contractor1211 CHAPEL STREET, New Haven, CT 06711$1,112,169
Revenue and Support

Revenue Composition

Contributions and Grants
$54,127
Program Service Revenue
$0
Investment Income
$359,393
Other Revenue
$2,351
All Other Contributions
$54,127
Change in Net Assets
$-7,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$328,149
Salaries, Compensation, and Employee Benefits$79,644
Total Fundraising Expense$23,993
Grants and Similar Amounts Paid$16,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$129,400--$129,400
Occupancy$120,412$6,337-$126,749
Other Salaries and Wages$30,744$22,106$19,688$72,538
Fees for Service Investment Mgmnt Fees-$28,140-$28,140
Grants to Domestic Orgs$12,500--$12,500
Fees for Services Accounting-$7,500-$7,500
Payroll Taxes$3,085$2,174$1,847$7,106
Insurance-$6,356-$6,356
Office Expenses$704$2,153$2,241$5,098
Grants to Domestic Individuals$3,500--$3,500
Other Expenses$19,254$3,206-$3,206
Conferences and Meetings$1,411$543$217$2,171
Information Technology$275--$275
Total Functional Expenses$321,285$78,515$23,993$423,793
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Downtown Evening Soup KitchenNew Haven, CT501(c)(3)Communtiy Support$7,500
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
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
2021-05-17
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
7
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/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
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/
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2(FORMER)TREASURER
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/TitleTxt23TREASURER/GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24GOVERNOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01884
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0253446
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt012000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt012500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt012500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02879023
IRS990/GrossReceiptsAmt03041448
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0275
IRS990/InformationTechnologyGrp/TotalAmt0275
IRS990/InsuranceGrp/ManagementAndGeneralAmt06356
IRS990/InsuranceGrp/TotalAmt06356
IRS990/IntangibleAssetsGrp/BOYAmt022095
IRS990/IntangibleAssetsGrp/EOYAmt020253
IRS990/InvestmentIncomeGrp/ExclusionAmt0105947
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0105947
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0442360
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0401477
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06373898
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05275160
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01672163
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01771250
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02869011
IRS990/LandBldgEquipCostOrOtherBssAmt04541174
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02625577
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/NetAssetsOrFundBalancesBOYAmt08966813
IRS990/NetAssetsOrFundBalancesEOYAmt08616224
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0253446
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0253446
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-342667
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07122972
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08212385
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06337
IRS990/OccupancyGrp/ProgramServicesAmt0120412
IRS990/OccupancyGrp/TotalAmt0126749
IRS990/OfficeExpensesGrp/FundraisingAmt02241
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02153
IRS990/OfficeExpensesGrp/ProgramServicesAmt0704
IRS990/OfficeExpensesGrp/TotalAmt05098
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UNDERGRADUATE EXPENSES
IRS990/OtherExpensesGrp/Desc1OTHER INVESTMENT EXPENS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03206
IRS990/OtherExpensesGrp/ProgramServicesAmt019254
IRS990/OtherExpensesGrp/TotalAmt019254
IRS990/OtherExpensesGrp/TotalAmt13206
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS AND REIMB
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02351
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02351
IRS990/OtherRevenueTotalAmt02351
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019688
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022106
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt030744
IRS990/OtherSalariesAndWagesGrp/TotalAmt072538
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01847
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02174
IRS990/PayrollTaxesGrp/ProgramServicesAmt03085
IRS990/PayrollTaxesGrp/TotalAmt07106
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt014430
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015130
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04996
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05166
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/PYContributionsGrantsAmt076916
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04000
IRS990/PYInvestmentIncomeAmt0321076
IRS990/PYOtherExpensesAmt0313186
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02061
IRS990/PYSalariesCompEmpBnftPaidAmt078745
IRS990/PYTotalExpensesAmt0395931
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0397992
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-7922
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt054127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt076916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0109599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0106366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt075532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0422540
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0105947

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,624,272
Liabilities
$8,048
Net assets
$8,616,224
Revenue
$415,871
Expenses
$423,793
Net income
-$7,922
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