Civic Intelligence

Iiaba-Project Invest

990 • Fiscal year 2014 • EIN 13-3315296

Sep 01, 2013 to Aug 31, 2014 • Filed on Jul 13, 2015

Organization Profilewww.investprogram.org
127 South Peyton StreetSuiteAlexandria, VA 22314

(703) 683-4422

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.06x

Higher debt load relative to assets than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

0.07x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

58th percentile

6.6%

Higher net margin than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

-1.2%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$492,001

Down $59,353 (-11%) from 2013

Net Assets

Up

$463,363

Up $27,244 (+6.2%) from 2013

Liabilities

Down

$28,638

Down $86,597 (-75%) from 2013

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin58th percentile

Revenue

Down

$412,674

Down $5,117 (-1.2%) from 2013

Expenses

Up

$385,430

Up $10,510 (+2.8%) from 2013

Net Income

Down

$27,244

Down $15,627 (-36%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$800K$600K$400K$200K$0Assets 2011: $405,473Liabilities 2011: $31,417Net Assets 2011: $374,0562011Assets 2012: $436,369Liabilities 2012: $43,121Net Assets 2012: $393,2482012Assets 2013: $551,354Liabilities 2013: $115,235Net Assets 2013: $436,1192013Assets 2014: $492,001Liabilities 2014: $28,638Net Assets 2014: $463,3632014Assets 2015: $503,502Liabilities 2015: $36,120Net Assets 2015: $467,3822015Assets 2016: $528,250Liabilities 2016: $8,283Net Assets 2016: $519,9672016Assets 2017: $601,800Liabilities 2017: $38,638Net Assets 2017: $563,1622017Assets 2018: $575,760Liabilities 2018: $48,297Net Assets 2018: $527,4632018Assets 2019: $474,322Liabilities 2019: $29,122Net Assets 2019: $445,2002019Assets 2020: $479,027Liabilities 2020: $153,736Net Assets 2020: $325,2912020Assets 2021: $643,258Liabilities 2021: $180,889Net Assets 2021: $462,3692021Assets 2022: $649,712Liabilities 2022: $144,578Net Assets 2022: $505,1342022Assets 2023: $611,504Liabilities 2023: $118,372Net Assets 2023: $493,1322023Assets 2024: $442,887Liabilities 2024: $80,983Net Assets 2024: $361,9042024

Highlighted filing

2014

Assets$492,001
Liabilities$28,638
Net Assets$463,363
Open 2014 Filing

Operations Trend

Revenue Growth45th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $309,659Expenses 2011: $309,661Net Income 2011: -$22011Revenue 2012: $353,502Expenses 2012: $334,310Net Income 2012: $19,1922012Revenue 2013: $417,791Expenses 2013: $374,920Net Income 2013: $42,8712013Revenue 2014: $412,674Expenses 2014: $385,430Net Income 2014: $27,2442014Revenue 2015: $418,528Expenses 2015: $414,509Net Income 2015: $4,0192015Revenue 2016: $451,851Expenses 2016: $399,266Net Income 2016: $52,5852016Revenue 2017: $461,197Expenses 2017: $418,002Net Income 2017: $43,1952017Revenue 2018: $449,467Expenses 2018: $485,166Net Income 2018: -$35,6992018Revenue 2019: $440,541Expenses 2019: $522,804Net Income 2019: -$82,2632019Revenue 2020: $333,349Expenses 2020: $453,258Net Income 2020: -$119,9092020Revenue 2021: $522,186Expenses 2021: $385,108Net Income 2021: $137,0782021Revenue 2022: $389,059Expenses 2022: $346,294Net Income 2022: $42,7652022Revenue 2023: $386,078Expenses 2023: $398,080Net Income 2023: -$12,0022023Revenue 2024: $360,770Expenses 2024: $491,998Net Income 2024: -$131,2282024

Highlighted filing

2014

Revenue$412,674
Expenses$385,430
Net Income$27,244
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jul 13, 2015
Return Version
2013v4.0
Gross Receipts
$458,368
Mission and Program Overview

Mission

Invest develops a diverse pool of insurance professionals and informed consumers by educating high school and college students on careers in insurance, financial services and risk management and encourages them to pursue careers in the industry.

To improve literacy in students and attract new talent to careers in the insurance, financial service, and risk management industries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$551,354$469,343▼ $82,011
Land, Buildings, and Equipment, Net$0$20,658▲ $20,658
Accounts Receivable$0$2,000▲ $2,000
Cash and Non-Interest-Bearing Accounts$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$551,354$492,001▼ $59,353
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$100,518$16,836▼ $83,682
Accounts Payable and Accrued Expenses$14,717$11,802▼ $2,915
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$115,235$28,638▼ $86,597
Net Assets / Fund Balance
Unrestricted Net Assets$436,119$463,363▲ $27,244
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$436,119$463,363▲ $27,244
Total Liabilities and Net Assets / Fund Balance$551,354$492,001▼ $59,353

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,658-$20,658

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$19,000$11,500--$30,500
2012$17,500$1,500--$19,000
2011$9,686$7,814--$17,500
2010$3,250$6,436--$9,686
2009-$3,250--$3,250
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Robert SlocumChair
Brian WilburBoard Member
Craig WelshBoard Member
Dan MastrototaroBoard Member
Denise JohnsonBoard Member
Emily HathcoatBoard Member
Eric UmmelBoard Member
Ian HoffmanBoard Member
Jill a FrancisBoard Member
Lawrence PistellBoard Member
Lindsey ShankBoard Member
Loren ShoemakerBoard Member
Lorraine M SiegworthBoard Member
Marie AlvaradoBoard Member
Matt BanaszynskiBoard Member
Mike AbateBoard Member
Nancy LangtonBoard Member
Neal MontgomeryBoard Member
Pete MillerBoard Member
Robert FancherBoard Member
Shelly Diegel-brouseBoard Member
Susan YoungsBoard Member
Wendy SabeanBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$427,658
Program Service Revenue
$0
Investment Income
$1,778
Other Revenue
$-16,762
All Other Contributions
$360,565
Change in Net Assets
$27,244

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table4$11,180Fair Market Value (FMV)
Clothing and Household Goods-$10,338Fair Market Value (FMV)
Other Non Cash Contri Table3$6,995Fair Market Value (FMV)
Books and Publications-$5,000Fair Market Value (FMV)
Other Non Cash Contri Table7$3,380Fair Market Value (FMV)
Collectibles5$2,035Fair Market Value (FMV)
Other Non Cash Contri Table4$1,550Fair Market Value (FMV)
Works of Art3$900Fair Market Value (FMV)
Food Inventory5$715Fair Market Value (FMV)
Total Noncash Contributions31$42,093-

Audited Revenue Reconciliation

Revenue per Audited Statements
$412,674
Revenue Not Reported on Form 990
$208,695
Total Revenue per Audited Statements
$621,369
Total Revenue per Form 990
$412,674
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$190,288
Other Expenses$127,307
Grants and Similar Amounts Paid$67,835
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$150,001$3,083-$153,084
Grants to Domestic Individuals$67,835--$67,835
Travel-$23,902-$23,902
Conferences and Meetings-$23,856-$23,856
Other Expenses$5,125$12,083-$17,208
Other Employee Benefits-$12,590-$12,590
Pension Plan Contributions-$12,423-$12,423
Payroll Taxes-$12,191-$12,191
Fees for Services Accounting-$7,255-$7,255
Office Expenses-$6,626-$6,626
Information Technology-$920-$920
Total Functional Expenses$270,501$114,929$0$385,430

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$594,125
Expenses per Audited Statements$385,430
Total Expenses per Form 990$385,430
Expenses Not Reported on Form 990$208,695
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$45,694
Fundraising Gross Income$28,932
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$71,025$28,932$1,592$27,340
Total Events$71,025$28,932$45,694$-16,762
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$16,836
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 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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

“The Form 990 is reviewed by the Director of Finance and CFO before it is filed.”

Part VI, Section B, Line 12C

“The conflict of interest policy is completed and signed annually by all officers and employees during the month of August. Copies are kept on file with the legal department.”

Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made available to members through the Project Invest website.”

Filing and Contact Details

Filer

EIN
13-3315296
In Care Of
% EUGENE S COCKE
Phone
7036834422

Signing Officer

Name
Eugene S Cocke
Title
CFO
Phone
7036834422
Signed
2015-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Slocum
Formed
1986
Legal Domicile
Ny
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
31

Preparer

Preparer
DANIEL D O'SHEA
Phone
7036834422
Supplemental Narrative

Financial Statement Notes

Schedule D, Part XI, Line 2D

“$3,601 represents the fundraising expenses directly related to the Silent Auction Event (excluding the $42,093 of non-cash donations). These expenses were netted against the revenues received for this event for presentation in Part VIII of the Form 990.”

Schedule D, Part XII, Line 2D

“$3,601 represents the fundraising expenses directly related to the Silent Auction Event (excluding the $42,093 of non-cash donations). These expenses were netted against the revenues received for this event for presentation in Part VIII of the Form 990.”

Schedule D, Part X, Line 2

“Project InVEST believes that it has appropriate support for any tax positions taken, and as such does not have any uncertain tax positions that are material to the financial statements. Project InVest recognizes interest expense related to unrecognized tax benefits and penalties in general and administrative expense on the statements of activities and change in net assets. There is no provision in these financial statements for penalties and interest related to unrecognized tax benefits for the years ended August 31, 2014 and 2013. Tax years prior to 2010 are no longer subject to examination by the IRS or the tax jurisdictions of Virginia and New York.”

Schedule D, Part V, Line 4

“Board designated net assets consist of funds held for Scholarships. As of August 31, 2014, Project InVEST had $30,500 designated for Scholarships.”

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IRS990/FundraisingDirectExpensesAmt045694
IRS990/FundraisingGrossIncomeAmt028932
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt067835
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt067835
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt067835
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0458368
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0920
IRS990/InformationTechnologyGrp/TotalAmt0920
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01778
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01778
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020658
IRS990/LandBldgEquipCostOrOtherBssAmt020658
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0INVEST DEVELOPS A DIVERSE POOL OF INSURANCE PROFESSIONALS AND INFORMED CONSUMERS BY EDUCATING HIGH SCHOOL AND COLLEGE STUDENTS ON CAREERS IN INSURANCE, FINANCIAL SERVICES AND RISK MANAGEMENT AND ENCOURAGES THEM TO PURSUE CAREERS IN THE INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0436119
IRS990/NetAssetsOrFundBalancesEOYAmt0463363
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-16762
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-16762
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt042093
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06626
IRS990/OfficeExpensesGrp/TotalAmt06626
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012590
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012590
IRS990/OtherExpensesGrp/Desc0WORKSHOPS & PROJECTS
IRS990/OtherExpensesGrp/Desc1MARKETING
IRS990/OtherExpensesGrp/Desc2PRODUCTIONS
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012083
IRS990/OtherExpensesGrp/ProgramServicesAmt021230
IRS990/OtherExpensesGrp/ProgramServicesAmt114827
IRS990/OtherExpensesGrp/ProgramServicesAmt211483
IRS990/OtherExpensesGrp/ProgramServicesAmt35125
IRS990/OtherExpensesGrp/TotalAmt021230
IRS990/OtherExpensesGrp/TotalAmt114827
IRS990/OtherExpensesGrp/TotalAmt211483
IRS990/OtherExpensesGrp/TotalAmt317208
IRS990/OtherLiabilitiesGrp/BOYAmt0100518
IRS990/OtherLiabilitiesGrp/EOYAmt016836
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03083
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0150001
IRS990/OtherSalariesAndWagesGrp/TotalAmt0153084
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012191
IRS990/PayrollTaxesGrp/TotalAmt012191
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012423
IRS990/PensionPlanContributionsGrp/TotalAmt012423
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ROBERT SLOCUM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0433039
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt069000
IRS990/PYInvestmentIncomeAmt02253
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0111843
IRS990/PYOtherRevenueAmt0-17501
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt042871
IRS990/PYSalariesCompEmpBnftPaidAmt0194077
IRS990/PYTotalExpensesAmt0374920
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0417791
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt027244
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt025000
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0551354
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0469343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0427658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0433039
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0368871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0322224
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0371211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01923003
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01778
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03823
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02334
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02477
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012665
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/OtherIncome170Grp/TotalAmt015
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70580
IRS990ScheduleA/PublicSupportPY170Pct00.66921
IRS990ScheduleA/PublicSupportTotal170Amt01366208
IRS990ScheduleA/SubstantialContributorsTotAmt0556795
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0427658
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0433039
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0368871
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0322224
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0371211
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01923003
IRS990ScheduleA/TotalSupportAmt01935683
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt019000
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt011500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt030500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt017500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt019000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt09686
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt07814
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt017500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt06436
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09686
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03250
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0205094
IRS990ScheduleD/DonatedServicesUseFcltsAmt0205094
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$492,001
Liabilities
$28,638
Net assets
$463,363
Revenue
$412,674
Expenses
$385,430
Net income
$27,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.81$3.62$3.61$4.92$1.31
2023Detailed filing. Detailed filing data is available for this year.$6.12$1.18$4.93$3.86$3.98$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.50$1.45$5.05$3.89$3.46$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.43$1.81$4.62$5.22$3.85$1.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$1.54$3.25$3.33$4.53$1.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.29$4.45$4.41$5.23$0.82
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.48$5.27$4.49$4.85$0.36
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$0.39$5.63$4.61$4.18$0.43
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$0.08$5.20$4.52$3.99$0.53
2015Detailed filing. Detailed filing data is available for this year.$5.04$0.36$4.67$4.19$4.15$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.92$0.29$4.63$4.13$3.85$0.27
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.51$1.15$4.36$4.18$3.75$0.43
2012Summary only. Only limited summary data is available for this year.$4.36$0.43$3.93$3.54$3.34$0.19
2011Summary only. Only limited summary data is available for this year.$4.05$0.31$3.74$3.10$3.10$0.00