Civic Intelligence

Phelps Association

990 • Fiscal year 2024 • EIN 06-6069051

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

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.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.08x

Higher debt load relative to revenue than 34% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

4th percentile

-76%

Higher net margin than 4% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

42nd percentile

2.4%

Faster asset growth than 42% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

109%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$9,501,303

Up $219,845 (+2.4%) from 2023

Net Assets

Up

$9,479,332

Up $210,989 (+2.3%) from 2023

Liabilities

Up

$21,971

Up $8,856 (+68%) from 2023

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin4th percentile

Revenue

Up

$284,779

Up $148,245 (+109%) from 2023

Expenses

Down

$500,440

Down $6,942 (-1.4%) from 2023

Net Income

Up

-$215,661

Up $155,187 (+42%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2024

Assets$9,501,303
Liabilities$21,971
Net Assets$9,479,332
Open 2024 Filing

Operations Trend

Revenue Growth92nd 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

2024

Revenue$284,779
Expenses$500,440
Net Income-$215,661
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$1,248,710
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$6,200,286$6,342,842▲ $142,556
Land, Buildings, and Equipment, Net$2,808,153$2,980,178▲ $172,025
Investments Other Securities$203,558$115,838▼ $87,720
Cash and Non-Interest-Bearing Accounts$48,849$32,147▼ $16,702
Pledges and Grants Receivable$1,600$15,400▲ $13,800
Intangible Assets$14,731$12,889▼ $1,842
Prepaid Expenses and Deferred Charges$4,281$2,009▼ $2,272
Total Assets$9,281,458$9,501,303▲ $219,845
Liabilities
Accounts Payable and Accrued Expenses$4,826$15,571▲ $10,745
Other Liabilities$8,289$6,400▼ $1,889
Total Liabilities$13,115$21,971▲ $8,856
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,510,726$8,640,049▲ $129,323
Net Assets With Donor Restrictions$757,617$839,283▲ $81,666
Total Net Assets Fund Balance$9,268,343$9,479,332▲ $210,989
Total Liabilities and Net Assets / Fund Balance$9,281,458$9,501,303▲ $219,845

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,827,906$2,119,135$4,947,041
Other Land Buildings$25,078$127,555$152,633
Land$127,194-$127,194

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$6,408,293-▲ $643,354$539,260$6,463,127
2022$6,094,825-▲ $798,418$435,805$6,408,293
2021$7,162,490-▼ $776,735$242,223$6,094,825
2020$5,684,267$318,792▲ $1,438,506$216,882$7,162,490
2019$7,364,053-▲ $16,725$1,637,638$5,684,267
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Nathaniel CartmellCo-president/governor
Richard RobertsCo-president/governor
Barry SvigalsGovernor
Bradford WilliamsGovernor
Cash WarrenGovernor
Chris SkardonGovernor
Elizabeth FastGovernor
Hallie HobsonGovernor
Isaac WassermanGovernor
Jessica OgilvieGovernor
John R EttingerGovernor
John SchmidtGovernor
Kameka DempseyGovernor
Margaret MorrisGovernor
Pamela JenningsGovernor
Peter MarshallGovernor
Steve AbramowitzGovernor
Steve SherrillGovernor
Christina HelburnSecretary/governor
John T EttingerTreasurer/governor
Revenue and Support

Revenue Composition

Contributions and Grants
$68,073
Program Service Revenue
$0
Investment Income
$216,706
Other Revenue
$0
All Other Contributions
$68,073
Change in Net Assets
$-215,661
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$415,471
Salaries, Compensation, and Employee Benefits$77,339
Total Fundraising Expense$23,194
Grants and Similar Amounts Paid$7,630
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$136,824$6,285$8,917$152,026
Depreciation Depletion$151,190--$151,190
Other Salaries and Wages$36,700$23,551$10,828$71,079
Fees for Service Investment Mgmnt Fees-$41,630-$41,630
Other Expenses$36,823--$36,823
Fees for Services Other$13,851--$13,851
Fees for Services Accounting-$7,500-$7,500
Payroll Taxes$3,301$2,030$929$6,260
Grants to Domestic Individuals$4,130--$4,130
Insurance-$3,824-$3,824
Grants to Domestic Orgs$3,500--$3,500
Conferences and Meetings$2,616-$872$3,488
Office Expenses$677$984$1,648$3,309
Advertising$1,500--$1,500
Information Technology-$330-$330
Total Functional Expenses$391,112$86,134$23,194$500,440
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unfunded Commitments$6,400
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
Co-president
Phone
2036241013
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nathaniel M Cartmell Iii
Formed
1884
Legal Domicile
Ct
Voting Board Members
19
Independent Board Members
19
Employees
6
Volunteers
9

Preparer

Firm
Sm Esposito & Co Pc
Address
3013 DIXWELL AVENUE, HAMDEN, CT 06518
Preparer
Dana Harvey CPA
Phone
2033877771
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING ADJUSTMENT -3.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY/GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER/GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CO-PRESIDENT/GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19GOVERNOR
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IRS990/FormationYr01884
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IRS990/FSAuditedInd00
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt01248710
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentVotingMemberCnt019
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IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InsuranceGrp/TotalAmt03824
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IRS990/LandBldgEquipCostOrOtherBssAmt05226868
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0963931
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/NetAssetsOrFundBalancesBOYAmt09268343
IRS990/NetAssetsOrFundBalancesEOYAmt09479332
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt060956
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt060956
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0426653
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08510726
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08640049
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt08917
IRS990/OccupancyGrp/ManagementAndGeneralAmt06285
IRS990/OccupancyGrp/ProgramServicesAmt0136824
IRS990/OccupancyGrp/TotalAmt0152026
IRS990/OfficeExpensesGrp/FundraisingAmt01648
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0984
IRS990/OfficeExpensesGrp/ProgramServicesAmt0677
IRS990/OfficeExpensesGrp/TotalAmt03309
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-3
IRS990/OtherExpensesGrp/Desc0UNDERGRADUATE SUPPORT
IRS990/OtherExpensesGrp/ProgramServicesAmt036823
IRS990/OtherExpensesGrp/TotalAmt036823
IRS990/OtherLiabilitiesGrp/BOYAmt08289
IRS990/OtherLiabilitiesGrp/EOYAmt06400
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010828
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt023551
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt036700
IRS990/OtherSalariesAndWagesGrp/TotalAmt071079
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0929
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02030
IRS990/PayrollTaxesGrp/ProgramServicesAmt03301
IRS990/PayrollTaxesGrp/TotalAmt06260
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01600
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015400
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04281
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02009
IRS990/PrincipalOfficerNm0NATHANIEL M CARTMELL III
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ASSOCIATION PROVIDES GRANTS AND SCHOLARSHIPS TO YALE STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04130
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04130
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ASSOCIATION PROVIDES SUPPORT TO VARIOUS COMMUNITY BASED ORGANIZATIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt03500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt069340
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt07600
IRS990/PYInvestmentIncomeAmt067194
IRS990/PYOtherExpensesAmt0407763
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-370848
IRS990/PYSalariesCompEmpBnftPaidAmt092019
IRS990/PYTotalExpensesAmt0507382
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0136534
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-215661
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION MEETS THE 10% FACTS AND CIRCUMSTANCES TEST AS PUBLIC SUPPORT EXEEEDS THE 10% THRESHOLD OF AND STILL RETAINS ITS CHARITABLE PURPOSE OF SUPPORTING COLLEGE STUDENTS BY PROMOTING EDUCATIONAL, COMMUNITY AND SOCIAL ACTIVITIES. DUE TO COVID-19 THE PAST TWO YEARS FUNDRAISING HAS BEEN CHALLENGING, AS MANY EVENTS THAT BROUGHT THE COMMUNITY TOGETHER AND PROMOTED GIVING TO THE ORGANIZATION WERE POSTPONED AND THE ORGANIZATION WAS LEFT TO JUST MAILINGS. THE BOARD HAS MADE EFFORTS TO INCREASE THE FUNDRAISING THROUGH OTHER ELECTRONIC MEANS TO GO ALONG WITH PAPER MAILINGS, UPDATED CONTACT LISTS, AND HAS NOW RESUMED IN PERSON EVENTS THAT WILL AID IN THE FUNDRAISING PROCESS. THE ORGANIZATION REMAINS COMMITTED TO INCREASE THE AMOUNT OF PUBLIC SUPPORT ABOVE THE 33 1/3% TRESHOLD. THE EXECUTIVE BOARD OPERATED ON A COMPLETELY VOLUNTEER BASIS AND HAS INVESTED IN STAFF TO FACILITATE THE FUNDRAISING INITIATIVE. THE ORGANIZATION WILL CONTINUE TO SUPPORT STUDENTS AND THE GREATER NEW HAVEN COMMUNITY.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt068073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt079340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0138436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt091158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0431134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0155751
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt067194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0199898
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0253911
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0105947
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0782701
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02351
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02351
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35450
IRS990ScheduleA/PublicSupportPY170Pct00.27380
IRS990ScheduleA/PublicSupportTotal170Amt0431134
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt068073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt079340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0138436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt091158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054127
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0431134
IRS990ScheduleA/TotalSupportAmt01216186
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.87000
IRS990ScheduleD/BuildingsGrp/BookValueAmt02827906
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02119135
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06463127
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt07630
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0643354
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0539260
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt041545
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06094825
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06408293

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,501,303
Liabilities
$21,971
Net assets
$9,479,332
Revenue
$284,779
Expenses
$500,440
Net income
-$215,661
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