Civic Intelligence

Somers Faculty Association Trust Fund

990 • Fiscal year 2022 • EIN 13-2974866

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 04, 2023

Organization ProfileN/A
PO Box 5817Wallingford, CT 06492-6717

(203) 269-7741

Siviq Scores

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

Liabilities / Assets

87th percentile

0.21x

Higher debt load relative to assets than 87% of similar nonprofits.

2022 filings • 501(c)9 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.22x

Higher debt load relative to revenue than 86% of similar nonprofits.

2022 filings • 501(c)9 • <$500k nonprofits • Source year 2022

Net Margin

37th percentile

-14%

Higher net margin than 37% of similar nonprofits.

2022 filings • 501(c)9 • <$500k nonprofits • Source year 2022

Top Officer Pay

88th percentile

$9,766

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2022 filings • 501(c)9 • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-9.5%

Faster asset growth than 44% of similar nonprofits.

2022 filings • 501(c)9 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

60th percentile

-0.9%

Faster revenue growth than 60% of similar nonprofits.

2022 filings • 501(c)9 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$487,639

Down $51,079 (-9.5%) from 2021

Net Assets

Down

$386,690

Down $63,497 (-14%) from 2021

Liabilities

Up

$100,949

Up $12,418 (+14%) from 2021

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin37th percentile

Revenue

Down

$451,580

Down $3,952 (-0.9%) from 2021

Expenses

Up

$515,077

Up $34,621 (+7.2%) from 2021

Net Income

Down

-$63,497

Down $38,573 (-155%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2011: $285,236Liabilities 2011: $57,836Net Assets 2011: $227,4002011Assets 2012: $293,150Liabilities 2012: $60,854Net Assets 2012: $232,2962012Assets 2013: $327,421Liabilities 2013: $53,415Net Assets 2013: $274,0062013Assets 2014: $390,832Liabilities 2014: $61,463Net Assets 2014: $329,3692014Assets 2015: $505,954Liabilities 2015: $157,506Net Assets 2015: $348,4482015Assets 2016: $476,057Liabilities 2016: $139,600Net Assets 2016: $336,4572016Assets 2017: $480,337Liabilities 2017: $128,868Net Assets 2017: $351,4692017Assets 2018: $524,864Liabilities 2018: $103,246Net Assets 2018: $421,6182018Assets 2019: $525,834Liabilities 2019: $72,438Net Assets 2019: $453,3962019Assets 2020: $547,185Liabilities 2020: $72,074Net Assets 2020: $475,1112020Assets 2021: $538,718Liabilities 2021: $88,531Net Assets 2021: $450,1872021Assets 2022: $487,639Liabilities 2022: $100,949Net Assets 2022: $386,6902022Assets 2023: $371,121Liabilities 2023: $117,527Net Assets 2023: $253,5942023Assets 2024: $301,085Liabilities 2024: $116,080Net Assets 2024: $185,0052024Assets 2025: $259,078Liabilities 2025: $70,107Net Assets 2025: $188,9712025

Highlighted filing

2022

Assets$487,639
Liabilities$100,949
Net Assets$386,690
Open 2022 Filing

Operations Trend

Revenue Growth60th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $400,1672011Revenue 2012: $381,015Expenses 2012: $376,584Net Income 2012: $4,4312012Revenue 2013: $374,826Expenses 2013: $335,725Net Income 2013: $39,1012013Revenue 2014: $382,901Expenses 2014: $327,537Net Income 2014: $55,3642014Revenue 2015: $386,782Expenses 2015: $367,703Net Income 2015: $19,0792015Revenue 2016: $334,367Expenses 2016: $346,358Net Income 2016: -$11,9912016Revenue 2017: $420,337Expenses 2017: $405,325Net Income 2017: $15,0122017Revenue 2018: $427,387Expenses 2018: $357,238Net Income 2018: $70,1492018Revenue 2019: $440,450Expenses 2019: $408,672Net Income 2019: $31,7782019Revenue 2020: $452,168Expenses 2020: $430,453Net Income 2020: $21,7152020Revenue 2021: $455,532Expenses 2021: $480,456Net Income 2021: -$24,9242021Revenue 2022: $451,580Expenses 2022: $515,077Net Income 2022: -$63,4972022Revenue 2023: $469,933Expenses 2023: $603,029Net Income 2023: -$133,0962023Revenue 2024: $508,039Expenses 2024: $576,628Net Income 2024: -$68,5892024Revenue 2025: $482,116Expenses 2025: $478,150Net Income 2025: $3,9662025

Highlighted filing

2022

Revenue$451,580
Expenses$515,077
Net Income-$63,497
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 4, 2023
Return Version
2021v4.2
Gross Receipts
$451,580
Mission and Program Overview

Mission

To provide dental, vision, and flex medical coverage for plan enrollees and their immediate family where applicable.

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$387,214$334,974▼ $52,240
Savings and Temporary Cash Investments$150,000$151,495▲ $1,495
Land, Buildings, and Equipment, Net$1,504$1,170▼ $334
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$538,718$487,639▼ $51,079
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$88,531$100,949▲ $12,418
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$88,531$100,949▲ $12,418
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$450,187$386,690▼ $63,497
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$450,187$386,690▼ $63,497
Total Liabilities and Net Assets / Fund Balance$538,718$487,639▼ $51,079

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,170$501$1,671
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleBaseTotal
Alison GenezPresident$9,766$9,766
Monica Manko-SchmidtTreasurer$6,037$6,037
Catherine JelinekVice President$3,468$3,468
Laura VeglianteSecretary$2,866$2,866
Joan CassTrustee$696$696
Michele RabascoTrustee$696$696
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$449,810
Investment Income
$1,770
Other Revenue
$0
Change in Net Assets
$-63,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,866
Salaries, Compensation, and Employee Benefits$23,529
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$414,682--$414,682
Current Officers, Directors, Trustees, and Key Employees-$23,529-$23,529
Fees for Services Legal-$20,100-$20,100
Insurance-$14,023-$14,023
Fees for Services Accounting-$5,150-$5,150
Other Expenses$20,342$4,062-$4,062
All Other Expenses-$1,200-$1,200
Office Expenses-$1,151-$1,151
Depreciation Depletion-$334-$334
Total Functional Expenses$435,024$80,053$0$515,077
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3 - Management Delegated

“The payment of benefits and the books of account are maintained by Zenith American Solutions. Management of the fund or plan activities is controlled by the Trustees with assistance from the plan administrators (aka ZAS).”

Form 990, Part VI, Line 11B - Organization'S Process to Review Form 990

“Upon completion of the federal tax return, Form 990, a copy of such is forwarded to both the plan treasurer and the plan administrators prior to filing. In the event changes are required the accounting office is notified and the obligatory adjustments are made. In the event there are no changes to be made, then the plan treasurer signs form 8879-TE and returns it to the accountants, constituting their approval for content and electronic filing with the IRS.”

Form 990, Part VI, Line 19 - Governing Documents Disclosure Explanation

“There are a variety of methods of making governing documents, the conflict of interest policy, and financial statements available to those who inquire. The individual can request copies to be forwarded to them over the internet, fax or they can come into the administrators facilities and review the documents there. Telephone is another method used along with photocopies of the requested documents, which can be made and mailed accordingly. In all cases, however, no information is given out that will jeopardize one's confidentiality or go askew of the HIPPA laws.”

Filing and Contact Details

Filer

Filer Name
Somers Faculty Association Trust Fund
EIN
13-2974866
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
2032697741
Address
PO Box 5817, Wallingford, CT 06492-6717

Signing Officer

Name
Monica Manko-Schmidt
Title
Treasurer
Phone
2032697741
Signed
2023-01-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monica Manko-Schmidt
Formed
1979
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Nanavaty Davenport Studley White
Address
123 South Main St Suite 140, Newtown, CT 06470
Preparer
Azian A Kearney
Phone
2034268500
Supplemental Narrative

Additional Explanations

Form 990 - Organization'S Mission or Most Significant Activities

“To provide dental, vision, and flex medical coverage for plan enrollees and their immediate family where applicable. Also, to provide group life and accidental death & dismemberment insurance coverage.”

Financial Statement Notes

Part X, FIN 48 Footnote

“The Association recognizes the benefits of income tax positions only if those positions are more likely than not of being sustained. The Association is subject to routine audits by the Internal Revenue Service. There are currently no audits for any tax periods in progress and the Association believes that it is no longer subject to audits for years prior to 2018.”

Raw XML Appendix396 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.

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IRS990/OtherExpensesGrp/ProgramServicesAmt020342
IRS990/OtherExpensesGrp/TotalAmt020342
IRS990/OtherExpensesGrp/TotalAmt1459
IRS990/OtherExpensesGrp/TotalAmt210045
IRS990/OtherExpensesGrp/TotalAmt34062
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Monica Manko-Schmidt
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS - BOARD OF EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc1CONTRIBUTIONS - MEMBERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0446310
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0446310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0379479
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01899
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt077507
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0453633
IRS990/PYRevenuesLessExpensesAmt0-24924
IRS990/PYSalariesCompEmpBnftPaidAmt023470
IRS990/PYTotalExpensesAmt0480456
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0455532
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-63497
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0449810
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0150000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0151495
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01170
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0501
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01671
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Association recognizes the benefits of income tax positions only if those positions are more likely than not of being sustained. The Association is subject to routine audits by the Internal Revenue Service. There are currently no audits for any tax periods in progress and the Association believes that it is no longer subject to audits for years prior to 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, FIN 48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01170
IRS990ScheduleD/TotalLiabilityAmt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0To provide dental, vision, and flex medical coverage for plan enrollees and their immediate family where applicable. Also, to provide group life and accidental death & dismemberment insurance coverage.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The payment of benefits and the books of account are maintained by Zenith American Solutions. Management of the fund or plan activities is controlled by the Trustees with assistance from the plan administrators (aka ZAS).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon completion of the federal tax return, Form 990, a copy of such is forwarded to both the plan treasurer and the plan administrators prior to filing. In the event changes are required the accounting office is notified and the obligatory adjustments are made. In the event there are no changes to be made, then the plan treasurer signs form 8879-TE and returns it to the accountants, constituting their approval for content and electronic filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3There are a variety of methods of making governing documents, the conflict of interest policy, and financial statements available to those who inquire. The individual can request copies to be forwarded to them over the internet, fax or they can come into the administrators facilities and review the documents there. Telephone is another method used along with photocopies of the requested documents, which can be made and mailed accordingly. In all cases, however, no information is given out that will jeopardize one's confidentiality or go askew of the HIPPA laws.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 - Organization's Mission or Most Significant Activities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 3 - Management Delegated
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11B - Organization's Process to Review Form 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19 - Governing Documents Disclosure Explanation
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0538718
IRS990/TotalAssetsEOYAmt0487639
IRS990/TotalAssetsGrp/BOYAmt0538718
IRS990/TotalAssetsGrp/EOYAmt0487639
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt080053
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0435024
IRS990/TotalFunctionalExpensesGrp/TotalAmt0515077
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt088531
IRS990/TotalLiabilitiesEOYAmt0100949
IRS990/TotalLiabilitiesGrp/BOYAmt088531
IRS990/TotalLiabilitiesGrp/EOYAmt0100949
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0450187
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0386690
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0435024
IRS990/TotalProgramServiceRevenueAmt0449810
IRS990/TotalReportableCompFromOrgAmt023529
IRS990/TotalRevenueGrp/ExclusionAmt01770
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0449810
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0451580
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0538718
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0487639
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0250 Route 202
IRS990/USAddress/CityNm0Somers
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010589
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Monica Manko-Schmidt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02032697741
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Somers Faculty Association Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0SOME
ReturnHeader/Filer/EIN0132974866
ReturnHeader/Filer/InCareOfNm0% ZENITH AMERICAN SOLUTIONS
ReturnHeader/Filer/PhoneNum02032697741
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5817
ReturnHeader/Filer/USAddress/CityNm0Wallingford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0064926717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nanavaty Davenport Studley White
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 South Main St Suite 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newtown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006470
ReturnHeader/PreparerPersonGrp/PhoneNum02034268500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Azian A Kearney
ReturnHeader/ReturnTs02023-01-10T13:53:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Monica
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Manko-Schmidt
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$487,639
Liabilities
$100,949
Net assets
$386,690
Revenue
$451,580
Expenses
$515,077
Net income
-$63,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.59$0.70$1.89$4.82$4.78$0.04
2024Detailed filing. Detailed filing data is available for this year.$3.01$1.16$1.85$5.08$5.77$0.69
2023Detailed filing. Detailed filing data is available for this year.$3.71$1.18$2.54$4.70$6.03$1.33
2022Detailed filing. Detailed filing data is available for this year.$4.88$1.01$3.87$4.52$5.15$0.63
2021Detailed filing. Detailed filing data is available for this year.$5.39$0.89$4.50$4.56$4.80$0.25
2020Detailed filing. Detailed filing data is available for this year.$5.47$0.72$4.75$4.52$4.30$0.22
2019Detailed filing. Detailed filing data is available for this year.$5.26$0.72$4.53$4.40$4.09$0.32
2018Detailed filing. Detailed filing data is available for this year.$5.25$1.03$4.22$4.27$3.57$0.70
2017Detailed filing. Detailed filing data is available for this year.$4.80$1.29$3.51$4.20$4.05$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.76$1.40$3.36$3.34$3.46$0.12
2015Detailed filing. Detailed filing data is available for this year.$5.06$1.58$3.48$3.87$3.68$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.91$0.61$3.29$3.83$3.28$0.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.53$2.74$3.75$3.36$0.39
2012Summary only. Only limited summary data is available for this year.$2.93$0.61$2.32$3.81$3.77$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.58$2.27$4.00
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