Civic Intelligence

Accion East Inc

990 • Fiscal year 2023 • EIN 11-3317234

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 27, 2024

Organization ProfileASCENDUS.ORG

View Organization Page

25 Broadway Floor 10New York, NY 10004

(646) 833-4514

Siviq Scores

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

Liabilities / Assets

79th percentile

0.60x

Higher debt load relative to assets than 79% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

2.49x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

11th percentile

-24%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

81st percentile

$467,059

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

60th percentile

10.0%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-21%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$44,490,956

Up $4,039,713 (+10.0%) from 2022

Net Assets

Down

$17,977,858

Down $2,776,431 (-13%) from 2022

Liabilities

Up

$26,513,098

Up $6,816,144 (+35%) from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin11th percentile

Revenue

Down

$10,641,559

Down $2,762,400 (-21%) from 2022

Expenses

Up

$13,189,359

Up $4,129,016 (+46%) from 2022

Net Income

Down

-$2,547,800

Down $6,891,416 (-159%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$80M$60M$40M$20M$0Assets 2010: $12,387,741Liabilities 2010: $7,883,598Net Assets 2010: $4,504,1432010Assets 2011: $12,900,247Liabilities 2011: $7,195,407Net Assets 2011: $5,704,8402011Assets 2012: $12,797,925Liabilities 2012: $7,184,133Net Assets 2012: $5,613,7922012Assets 2013: $17,204,733Liabilities 2013: $10,663,113Net Assets 2013: $6,541,6202013Assets 2014: $15,183,373Liabilities 2014: $7,701,655Net Assets 2014: $7,481,7182014Assets 2015: $20,717,783Liabilities 2015: $11,702,377Net Assets 2015: $9,015,4062015Assets 2016: $25,530,057Liabilities 2016: $15,324,819Net Assets 2016: $10,205,2382016Assets 2017: $27,820,717Liabilities 2017: $16,121,555Net Assets 2017: $11,699,1622017Assets 2018: $24,177,499Liabilities 2018: $16,678,446Net Assets 2018: $7,499,0532018Assets 2019: $22,639,228Liabilities 2019: $17,013,732Net Assets 2019: $5,625,4962019Assets 2020: $32,987,328Liabilities 2020: $24,158,880Net Assets 2020: $8,828,4482020Assets 2021: $45,777,812Liabilities 2021: $29,367,139Net Assets 2021: $16,410,6732021Assets 2022: $40,451,243Liabilities 2022: $19,696,954Net Assets 2022: $20,754,2892022Assets 2023: $44,490,956Liabilities 2023: $26,513,098Net Assets 2023: $17,977,8582023Assets 2024: $61,543,017Liabilities 2024: $47,171,255Net Assets 2024: $14,371,7622024

Highlighted filing

2023

Assets$44,490,956
Liabilities$26,513,098
Net Assets$17,977,858
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2010: $5,540,066Expenses 2010: $3,556,325Net Income 2010: $1,983,7412010Revenue 2011: $5,033,903Expenses 2011: $4,196,839Net Income 2011: $837,0642011Revenue 2012: $5,414,515Expenses 2012: $5,710,057Net Income 2012: -$295,5422012Revenue 2013: $6,619,844Expenses 2013: $5,692,016Net Income 2013: $927,8282013Revenue 2014: $6,491,481Expenses 2014: $5,551,383Net Income 2014: $940,0982014Revenue 2015: $7,987,223Expenses 2015: $6,453,535Net Income 2015: $1,533,6882015Revenue 2016: $8,638,687Expenses 2016: $7,448,855Net Income 2016: $1,189,8322016Revenue 2017: $9,223,824Expenses 2017: $7,729,900Net Income 2017: $1,493,9242017Revenue 2018: $7,190,046Expenses 2018: $11,366,921Net Income 2018: -$4,176,8752018Revenue 2019: $7,058,220Expenses 2019: $8,945,104Net Income 2019: -$1,886,8842019Revenue 2020: $12,382,085Expenses 2020: $9,171,180Net Income 2020: $3,210,9052020Revenue 2021: $14,588,685Expenses 2021: $7,834,012Net Income 2021: $6,754,6732021Revenue 2022: $13,403,959Expenses 2022: $9,060,343Net Income 2022: $4,343,6162022Revenue 2023: $10,641,559Expenses 2023: $13,189,359Net Income 2023: -$2,547,8002023Revenue 2024: $12,212,970Expenses 2024: $15,819,066Net Income 2024: -$3,606,0962024

Highlighted filing

2023

Revenue$10,641,559
Expenses$13,189,359
Net Income-$2,547,800
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 27, 2024
Return Version
2023v5.1
Gross Receipts
$10,641,559
Mission and Program Overview

Mission

Accion empowers low-to-moderate income business owners through access to capital and financial education. With economic opportunity, these entrepreneurs, often minorities and women, can build assets, better provide for their families, create employment and strengthen their communities.

Ascendus empowers low-to-moderate income business owners through access to capital and financial education. With economic opportunity, these entrepreneurs, often minorities and women, can build assets, better provide for their families, create employment and strengthen their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$17,299,175$27,813,541▲ $10,514,366
Savings and Temporary Cash Investments$559,405$9,269,367▲ $8,709,962
Cash and Non-Interest-Bearing Accounts$15,570,383$4,425,976▼ $11,144,407
Pledges and Grants Receivable$2,398,670$1,255,249▼ $1,143,421
Accounts Receivable$154,232$441,575▲ $287,343
Prepaid Expenses and Deferred Charges$289,439$314,525▲ $25,086
Land, Buildings, and Equipment, Net$127,877$42,205▼ $85,672
Total Assets$40,451,243$44,490,956▲ $4,039,713
Other Assets Total$4,052,062$928,518▼ $3,123,544
Liabilities
Unsecured Notes Loans Payable$14,623,080$20,837,661▲ $6,214,581
Mortgage Notes Payable Secured by Investment Property$3,480,964$2,980,614▼ $500,350
Other Liabilities$288,181$2,092,813▲ $1,804,632
Accounts Payable and Accrued Expenses$1,286,663$566,594▼ $720,069
Deferred Revenue$18,066$35,416▲ $17,350
Total Liabilities$19,696,954$26,513,098▲ $6,816,144
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,752,757$15,064,367▲ $311,610
Net Assets With Donor Restrictions$6,001,532$2,913,491▼ $3,088,041
Total Net Assets Fund Balance$20,754,289$17,977,858▼ $2,776,431
Total Liabilities and Net Assets / Fund Balance$40,451,243$44,490,956▲ $4,039,713

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$42,122$997,087$1,039,209
Equipment$83$1,958$2,041
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul QuinteroCEOFT$373,768$93,291$467,059
Ana HammockChief Lending OfficerFT$211,592$30,274$241,866
Rodrigo CerveiraV.p. Credit Risk & Loan SeFT$142,172$56,680$198,852
Victoria N RichardsonV.p of Development & CommuFT$147,818$50,889$198,707
Fabiana a EstradaDirector of LendingFT$146,781$47,136$193,917
Andrea IeraceVP of LendingFT$154,932$33,290$188,222
Jennifer SpazianoV.p. Tech & InnovationFT$158,338$23,014$181,352
Joshua BrackettCFOFT$146,666$16,076$162,742

Board Members and Trustees

NameTitle
Laura MillerChair
Colleen GalvinVice-chair
Amy HellenDirector
Armando AcostaDirector
Daniel DelehantyDirector
Jas Jeet SinghDirector
Jerome WeissDirector
Joseph HernandezDirector
Pablo CortinaDirector
Perri RichmanDirector
Quenia AbreuDirector
Shelley R SylvaDirector
Stephen CassellDirector
Sudhir JainDirector
Zara IngilizianDirector
Lisa ServonDirector (outgoing)
Roshelle NagarSecretary
Tyler Van GundyTreasurer
Kimberly JohnsonTreasurer (outgoing)

Highest Paid Contractors

ContractorServicesLocationCompensation
Personal Computer Power CenterIt Services1650 BROADWAY SUITE 1007, New York, NY 10019$137,598
Fifteen Degrees LLCBrand Development27 EAST 21ST STREET 2ND FLOOR, New York, NY 10010$119,198
Your Part-time Controller INCFinancial ServicesPO BOX 1209, Mount Laurel, NJ 08054-7209$113,290
Revenue and Support

Revenue Composition

Contributions and Grants
$5,182,715
Program Service Revenue
$5,065,545
Investment Income
$393,299
Other Revenue
$0
All Other Contributions
$3,273,943
Change in Net Assets
$-2,547,800

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,641,559
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$250,987
Total Revenue per Audited Statements
$10,892,546
Total Revenue per Form 990
$10,641,559
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,772,965
Salaries, Compensation, and Employee Benefits$6,416,394
Total Fundraising Expense$789,496
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,618,519$1,166,605$361,341$4,146,465
Other Employee Benefits$625,212$278,459$86,665$990,336
Information Technology$538,743$339,441$88,169$966,353
Current Officers, Directors, Trustees, and Key Employees$549,150$244,067$78,450$871,667
Interest$589,549--$589,549
Fees for Services Other$125,287$237,622$78,770$441,679
Payroll Taxes$257,506$114,678$35,742$407,926
Occupancy$217,222$76,288$27,500$321,010
Other Expenses$148,473$39,386$17,553$148,473
Travel$34,727$76,608$9,150$120,485
Depreciation Depletion$207$115,462-$115,669
Insurance$47,897$8,245$3,674$59,816
Office Expenses$10,927$1,881$838$13,646
Fees for Services Legal$10,369$1,661-$12,030
Conferences and Meetings$2,796$6,169$737$9,702
Advertising$1,443$2,737$907$5,087
Total Functional Expenses$9,690,554$2,709,309$789,496$13,189,359

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,440,346
Expenses per Audited Statements$13,189,359
Total Expenses per Form 990$13,189,359
Expenses Not Reported on Form 990$250,987
Expenses Not Reported on Financial Statements$0
International Activity

International Summary

Offices
0
Employees
1
Spending
$121,180

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanProgram ServicesLoan Consultants01$121,180
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
Other Liabilities$1,805,592
Operating Lease Liability$237,800
Fianance Lease Liability$49,421
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
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 B, Line 11B

“The return is prepared by the outsourced accountant, and is reviewed by management & audit committee in detail and then sent to the board prior to its filing.”

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

“A conflict of interest policy is currently in place and is monitored annually. Each year every member of the governing body completes and signs a conflict of interest questionnaire in which they disclose any possible conflicts of interest to the organization.”

Form 990, Part VI, Section B, Line 15A

“In 2023, the ceo's salary was reviewed and approved by the executive committee of the board of directors using three sources of compensation analysis, including national report from guidestar on compensation levels for nonprofit ceos by type of nonprofit, size and geography, an analysis based on independent third-party salary benchmarking analysis for the new york area, and a performance review. In 2023, ascendus had an employment management agreement with a professional employment organization ("peo") which provides a comprehensive personnel management system encompassing a broad range of services, including benefits and payroll administration, health and worker's compensation insurance programs, personnel records management, employer liability management, etc. Employees are considered co-employees of ascendus and the peo. Employees are included in a form w-3, transmittal of wage and tax statements issued directly by the peo. Ascendus did not issue a separate form w-3 or form w-2.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ascendus Inc
EIN
11-3317234
Phone
6468334514
Address
25 BROADWAY FLOOR 10, NEW YORK, NY 10004

Signing Officer

Name
Joshua Brackett
Title
CFO
Phone
6468334514
Signed
2024-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joshua Brackett
Formed
1996
Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
17
Employees
54
Volunteers
31

Preparer

Firm
Cbiz Marks Paneth LLC
Address
685 THIRD AVENUE, NEW YORK, NY 10017
Preparer
Magdalena Czerniawski
Phone
2125038800
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Cummulative effect adjustment for current expected credit loss adoptation -228,631.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Ascendus believes it has no uncertain tax positions as of december 31, 2023 and 2022 in accordance with accounting standards codification ("asc") topic 740, income taxes, which provides standards for establishing and classifying any tax provisions for uncertain tax positions.”

Raw XML AppendixShowing 400 of 796 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01286663
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0566594
IRS990/AccountsReceivableGrp/BOYAmt0154232
IRS990/AccountsReceivableGrp/EOYAmt0441575
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ASCENDUS EMPOWERS LOW-TO-MODERATE INCOME BUSINESS OWNERS THROUGH ACCESS TO CAPITAL AND FINANCIAL EDUCATION. WITH ECONOMIC OPPORTUNITY, THESE ENTREPRENEURS, OFTEN MINORITIES AND WOMEN, CAN BUILD ASSETS, BETTER PROVIDE FOR THEIR FAMILIES, CREATE EMPLOYMENT AND STRENGTHEN THEIR COMMUNITIES.
IRS990/AdvertisingGrp/FundraisingAmt0907
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02737
IRS990/AdvertisingGrp/ProgramServicesAmt01443
IRS990/AdvertisingGrp/TotalAmt05087
IRS990/AllOtherContributionsAmt03273943
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOSHUA BRACKETT CFO
IRS990/BooksInCareOfDetail/PhoneNum08662450783
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt025 BROADWAY FLOOR 10
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010004
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt015570383
IRS990/CashNonInterestBearingGrp/EOYAmt04425976
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt078450
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0244067
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0549150
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0871667
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt0737
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt06169
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02796
IRS990/ConferencesMeetingsGrp/TotalAmt09702
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0137598
IRS990/ContractorCompensationGrp/CompensationAmt1119198
IRS990/ContractorCompensationGrp/CompensationAmt2113290
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01650 BROADWAY SUITE 1007
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt127 EAST 21ST STREET 2ND FLOOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 1209
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2MOUNT LAUREL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd010019
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd110010
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd2080547209
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PERSONAL COMPUTER POWER CENTER
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1FIFTEEN DEGREES LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2YOUR PART-TIME CONTROLLER INC
IRS990/ContractorCompensationGrp/ServicesDesc0IT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1BRAND DEVELOPMENT
IRS990/ContractorCompensationGrp/ServicesDesc2FINANCIAL SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05182715
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0393299
IRS990/CYOtherExpensesAmt06772965
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05065545
IRS990/CYRevenuesLessExpensesAmt0-2547800
IRS990/CYSalariesCompEmpBnftPaidAmt06416394
IRS990/CYTotalExpensesAmt013189359
IRS990/CYTotalFundraisingExpenseAmt0789496
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010641559
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt018066
IRS990/DeferredRevenueGrp/EOYAmt035416
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0115462
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0207
IRS990/DepreciationDepletionGrp/TotalAmt0115669
IRS990/Desc0ASCENDUS HAS ONE LENDING PROGRAM FOCUSED ON MICRO-ENTREPRENEURS. THE LOAN TYPES OFFERED ARE TERM LOANS, LINES OF CREDIT, AND PARTICIPATIONS. ASCENDUS IS A COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION ("CDFI"), CERTIFIED BY THE U.S. DEPARTMENT OF THE TREASURY, A SMALL BUSINESS ADMINISTRATION ("SBA") MICROLOAN INTERMEDIARY, AND A COMMUNITY ADVANTAGE SMALL BUSINESS LENDING COMPANY WITH OFFICES IN NEW YORK AND FLORIDA, BUT LENDING ACROSS FORTY-NINE STATES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt06001532
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02913491
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt054
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt09690554
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01661
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt010369
IRS990/FeesForServicesLegalGrp/TotalAmt012030
IRS990/FeesForServicesOtherGrp/FundraisingAmt078770
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0237622
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0125287
IRS990/FeesForServicesOtherGrp/TotalAmt0441679
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd01
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2016076
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2128948
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2211224
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2322308
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2530088
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2627672
IRS990/Form990PartVIISectionAGrp/PersonNm0AMY HELLEN
IRS990/Form990PartVIISectionAGrp/PersonNm1ARMANDO ACOSTA
IRS990/Form990PartVIISectionAGrp/PersonNm2COLLEEN GALVIN
IRS990/Form990PartVIISectionAGrp/PersonNm3DANIEL DELEHANTY
IRS990/Form990PartVIISectionAGrp/PersonNm4JAS JEET SINGH
IRS990/Form990PartVIISectionAGrp/PersonNm5JEROME WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm6JOSEPH HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm7KIMBERLY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm8LAURA MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm9LISA SERVON
IRS990/Form990PartVIISectionAGrp/PersonNm10PABLO CORTINA
IRS990/Form990PartVIISectionAGrp/PersonNm11PERRI RICHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12QUENIA ABREU
IRS990/Form990PartVIISectionAGrp/PersonNm13ROSHELLE NAGAR
IRS990/Form990PartVIISectionAGrp/PersonNm14SHELLEY R SYLVA
IRS990/Form990PartVIISectionAGrp/PersonNm15STEPHEN CASSELL
IRS990/Form990PartVIISectionAGrp/PersonNm16SUDHIR JAIN
IRS990/Form990PartVIISectionAGrp/PersonNm17TYLER VAN GUNDY
IRS990/Form990PartVIISectionAGrp/PersonNm18ZARA INGILIZIAN
IRS990/Form990PartVIISectionAGrp/PersonNm19ANA HAMMOCK
IRS990/Form990PartVIISectionAGrp/PersonNm20JOSHUA BRACKETT
IRS990/Form990PartVIISectionAGrp/PersonNm21PAUL QUINTERO
IRS990/Form990PartVIISectionAGrp/PersonNm22ANDREA IERACE
IRS990/Form990PartVIISectionAGrp/PersonNm23FABIANA A ESTRADA
IRS990/Form990PartVIISectionAGrp/PersonNm24JENNIFER SPAZIANO
IRS990/Form990PartVIISectionAGrp/PersonNm25RODRIGO CERVEIRA
IRS990/Form990PartVIISectionAGrp/PersonNm26VICTORIA N RICHARDSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19241866
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20146666
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21438111
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22176998
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23171609
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24181352
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25168764
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26171035
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/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER (OUTGOING)
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR (OUTGOING)
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF LENDING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt21CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP OF LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt24V.P. TECH & INNOVATION
IRS990/Form990PartVIISectionAGrp/TitleTxt25V.P. CREDIT RISK & LOAN SE
IRS990/Form990PartVIISectionAGrp/TitleTxt26V.P OF DEVELOPMENT & COMMU
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt01908772
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt010641559
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt088169
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0339441
IRS990/InformationTechnologyGrp/ProgramServicesAmt0538743
IRS990/InformationTechnologyGrp/TotalAmt0966353
IRS990/InsuranceGrp/FundraisingAmt03674
IRS990/InsuranceGrp/ManagementAndGeneralAmt08245
IRS990/InsuranceGrp/ProgramServicesAmt047897
IRS990/InsuranceGrp/TotalAmt059816
IRS990/InterestGrp/ProgramServicesAmt0589549
IRS990/InterestGrp/TotalAmt0589549
IRS990/InvestmentIncomeGrp/ExclusionAmt0393299
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0393299
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0999045
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0127877
IRS990/LandBldgEquipBasisNetGrp/EOYAmt042205
IRS990/LandBldgEquipCostOrOtherBssAmt01041250
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ASCENDUS EMPOWERS LOW-TO-MODERATE INCOME BUSINESS OWNERS THROUGH ACCESS TO CAPITAL AND FINANCIAL EDUCATION. WITH ECONOMIC OPPORTUNITY, THESE ENTREPRENEURS, OFTEN MINORITIES AND WOMEN, CAN BUILD ASSETS, BETTER PROVIDE FOR THEIR FAMILIES, CREATE EMPLOYMENT AND STRENGTHEN THEIR COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03480964
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02980614
IRS990/NetAssetsOrFundBalancesBOYAmt020754289
IRS990/NetAssetsOrFundBalancesEOYAmt017977858
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt014752757
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015064367
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt027500
IRS990/OccupancyGrp/ManagementAndGeneralAmt076288
IRS990/OccupancyGrp/ProgramServicesAmt0217222
IRS990/OccupancyGrp/TotalAmt0321010
IRS990/OfficeExpensesGrp/FundraisingAmt0838
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01881
IRS990/OfficeExpensesGrp/ProgramServicesAmt010927
IRS990/OfficeExpensesGrp/TotalAmt013646
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04052062
IRS990/OtherAssetsTotalGrp/EOYAmt0928518
IRS990/OtherChangesInNetAssetsAmt0-228631
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt086665
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0278459
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0625212
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0990336
IRS990/OtherExpensesGrp/Desc0CLIENT LOSS PROVISION
IRS990/OtherExpensesGrp/Desc1MISC
IRS990/OtherExpensesGrp/Desc2CLIENT FIN. SUPPORT
IRS990/OtherExpensesGrp/Desc3COLLECTION EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt017553
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039386
IRS990/OtherExpensesGrp/ProgramServicesAmt03483724
IRS990/OtherExpensesGrp/ProgramServicesAmt1228803
IRS990/OtherExpensesGrp/ProgramServicesAmt2200000
IRS990/OtherExpensesGrp/ProgramServicesAmt3148473
IRS990/OtherExpensesGrp/TotalAmt03483724

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,490,956
Liabilities
$26,513,098
Net assets
$17,977,858
Revenue
$10,641,559
Expenses
$13,189,359
Net income
-$2,547,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.5$47.2$14.4$12.2$15.8$3.61
2023Detailed filing. Detailed filing data is available for this year.$44.5$26.5$18.0$10.6$13.2$2.55
2022Detailed filing. Detailed filing data is available for this year.$40.5$19.7$20.8$13.4$9.06$4.34
2021Detailed filing. Detailed filing data is available for this year.$45.8$29.4$16.4$14.6$7.83$6.75
2020Detailed filing. Detailed filing data is available for this year.$33.0$24.2$8.83$12.4$9.17$3.21
2019Detailed filing. Detailed filing data is available for this year.$22.6$17.0$5.63$7.06$8.95$1.89
2018Detailed filing. Detailed filing data is available for this year.$24.2$16.7$7.50$7.19$11.4$4.18
2017Detailed filing. Detailed filing data is available for this year.$27.8$16.1$11.7$9.22$7.73$1.49
2016Detailed filing. Detailed filing data is available for this year.$25.5$15.3$10.2$8.64$7.45$1.19
2015Detailed filing. Detailed filing data is available for this year.$20.7$11.7$9.02$7.99$6.45$1.53
2014Detailed filing. Detailed filing data is available for this year.$15.2$7.70$7.48$6.49$5.55$0.94
2013Detailed filing. Detailed filing data is available for this year.$17.2$10.7$6.54$6.62$5.69$0.93
2012Summary only. Only limited summary data is available for this year.$12.8$7.18$5.61$5.41$5.71$0.30
2011Summary only. Only limited summary data is available for this year.$12.9$7.20$5.70$5.03$4.20$0.84
2010Summary only. Only limited summary data is available for this year.$12.4$7.88$4.50$5.54$3.56$1.98