Civic Intelligence

Secured Finance Foundation

990 • Fiscal year 2016 • EIN 13-3577148

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 09, 2017

370 7th Avenue 1801 No 1801New York, NY 10001

(212) 792-9390

Siviq Scores

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

Liabilities / Assets

98th percentile

0.86x

Higher debt load relative to assets than 98% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

0.66x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Net Margin

56th percentile

6.1%

Higher net margin than 56% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

99th percentile

$345,491

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 61.2% of source-year revenue.

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Asset Growth

73rd percentile

7.8%

Faster asset growth than 73% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

67%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$434,041

Up $31,548 (+7.8%) from 2015

Net Assets

Up

$59,972

Up $36,995 (+161%) from 2015

Liabilities

Down

$374,069

Down $5,447 (-1.4%) from 2015

Revenue

Up

$564,858

Up $225,694 (+67%) from 2015

Expenses

Up

$530,634

Up $79,318 (+18%) from 2015

Net Income

Up

$34,224

Up $146,376 (+131%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $526,833Liabilities 2011: $100,619Net Assets 2011: $426,2142011Assets 2012: $629,322Liabilities 2012: $273,624Net Assets 2012: $355,6982012Assets 2013: $720,965Liabilities 2013: $447,780Net Assets 2013: $273,1852013Assets 2014: $454,326Liabilities 2014: $293,663Net Assets 2014: $160,6632014Assets 2015: $402,493Liabilities 2015: $379,516Net Assets 2015: $22,9772015Assets 2016: $434,041Liabilities 2016: $374,069Net Assets 2016: $59,9722016Assets 2017: $708,653Liabilities 2017: $521,197Net Assets 2017: $187,4562017Assets 2018: $873,634Liabilities 2018: $700,580Net Assets 2018: $173,0542018Assets 2019: $717,489Liabilities 2019: $645,260Net Assets 2019: $72,2292019Assets 2020: $548,155Liabilities 2020: $527,913Net Assets 2020: $20,2422020Assets 2021: $604,440Liabilities 2021: $472,265Net Assets 2021: $132,1752021Assets 2022: $534,017Liabilities 2022: $323,942Net Assets 2022: $210,0752022Assets 2023: $541,424Liabilities 2023: $197,018Net Assets 2023: $344,4062023Assets 2024: $685,320Liabilities 2024: $94,000Net Assets 2024: $591,3202024

Highlighted filing

2016

Assets$434,041
Liabilities$374,069
Net Assets$59,972

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $338,654Expenses 2011: $291,835Net Income 2011: $46,8192011Revenue 2012: $323,933Expenses 2012: $400,360Net Income 2012: -$76,4272012Revenue 2013: $290,668Expenses 2013: $390,825Net Income 2013: -$100,1572013Revenue 2014: $385,508Expenses 2014: $488,889Net Income 2014: -$103,3812014Revenue 2015: $339,164Expenses 2015: $451,316Net Income 2015: -$112,1522015Revenue 2016: $564,858Expenses 2016: $530,634Net Income 2016: $34,2242016Revenue 2017: $577,620Expenses 2017: $448,635Net Income 2017: $128,9852017Revenue 2018: $493,990Expenses 2018: $506,408Net Income 2018: -$12,4182018Revenue 2019: $344,128Expenses 2019: $450,901Net Income 2019: -$106,7732019Revenue 2020: $401,065Expenses 2020: $466,445Net Income 2020: -$65,3802020Revenue 2021: $487,784Expenses 2021: $389,350Net Income 2021: $98,4342021Revenue 2022: $713,005Expenses 2022: $599,172Net Income 2022: $113,8332022Revenue 2023: $760,191Expenses 2023: $650,589Net Income 2023: $109,6022023Revenue 2024: $794,352Expenses 2024: $582,101Net Income 2024: $212,2512024

Highlighted filing

2016

Revenue$564,858
Expenses$530,634
Net Income$34,224
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 9, 2017
Return Version
2015v3.0
Gross Receipts
$623,062
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$204,403$171,930▼ $32,473
Cash and Non-Interest-Bearing Accounts$91,352$112,675▲ $21,323
Pledges and Grants Receivable$104,500$105,750▲ $1,250
Accounts Receivable$0$41,250▲ $41,250
Prepaid Expenses and Deferred Charges$2,238$2,436▲ $198
Total Assets$402,493$434,041▲ $31,548
Liabilities
Other Liabilities$330,516$371,365▲ $40,849
Accounts Payable and Accrued Expenses$49,000$2,704▼ $46,296
Total Liabilities$379,516$374,069▼ $5,447
Net Assets / Fund Balance
Unrestricted Net Assets$22,977$59,972▲ $36,995
Total Net Assets Fund Balance$22,977$59,972▲ $36,995
Total Liabilities and Net Assets / Fund Balance$402,493$434,041▲ $31,548
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael MaiorinoChairman
Michael D HaddadImmediate Past Chairman
Andrea L PetroPresident
D Michael MonkFirst Vice President
Jeffrey GoldrichVice President
John DepledgeVice President
David GrendeVice President - Finance
Andre SolomonDirector of Finance & Admin (to 10/17/16)
Tim AtkinsonDirector of Membership, Ed
Brian CoveChief Operating Officer (to 3/15/16)
Jonathan NhelfatCo-general Counsel
Richard M KohnCo-general Counsel
Robert TrojanSecretary/CEO (to 2/14/17)
Revenue and Support

Revenue Composition

Contributions and Grants
$366,833
Program Service Revenue
$190,015
Investment Income
$8,010
Other Revenue
$0
All Other Contributions
$366,833
Change in Net Assets
$34,224

Audited Revenue Reconciliation

Revenue per Audited Statements
$564,858
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,771
Total Revenue per Audited Statements
$567,629
Total Revenue per Form 990
$564,858
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$530,634
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$60,000-$60,000
Fees for Services Legal-$47,000-$47,000
Fees for Services Other-$30,649-$30,649
Fees for Services Management-$12,213-$12,213
Fees for Services Accounting-$4,322-$4,322
Fees for Service Investment Mgmnt Fees-$3,212-$3,212
Other Expenses$339,362$2,477-$2,477
Insurance-$2,090-$2,090
Travel-$559-$559
Total Functional Expenses$339,362$191,272$0$530,634

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$530,634
Total Expenses per Audited Statements$530,634
Total Expenses per Form 990$530,634
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Due to Related Party$371,365
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The form 990 is prepared by an outside, independent accounting firm. A draft copy of the form 990 is presented to the board for review and comment prior to filing with the irs.

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

Each officer and member of the executive committee is required to annually sign a statement which affirms that such person read and understands the conflict of interest policy and agrees to comply with it. In addition, any material changes in their annual statement must be immediately reported. The executive committee regularly and consistently monitors and enforces compliance with this policy by reviewing annual statements and taking action as necessary. In addition, periodic reviews of compensation arrangements and contracts as well as partnerships, joint ventures and arrangements with management organizations are performed. Outside advisors may be used in this process if it is deemed necessary.

Form 990, Part VI, Section B, Line 15

All salaries are paid through commercial financial association, inc., a related entity. The board of cfa, inc. Has an executive compensation committee which reviews all executive compensation. Their determination of salaries is based on review of the employee's job performance and comparison to the salary levels of other tax-exempt organizations. Their decisions are fully documented.

Form 990, Part VI, Section C, Line 19

All governing documents and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Cfa Education Foundation Inc
EIN
13-3577148
Phone
2127929390
Address
370 7TH AVENUE 1801 NO 1801, NEW YORK, NY 10001

Signing Officer

Name
Greg Slowik
Title
CFO
Phone
2127929390
Signed
2017-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Slowik
Formed
1990
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
118

Preparer

Firm
Freed Maxick Cpas Pc
Address
424 MAIN STREET SUITE 800, BUFFALO, NY 14202-3508
Preparer
Howard a Rein
Phone
7168472651
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

The organization was formed on june 4, 1990 to provide grants and/or gifts to assist and support students enrolled in educational programs dealing with asset based lending and to make grants and/or gifts to assist and fund secondary schools, colleges and universities in support of their asset based lending educational programs.

Form 990, Part III, Line 1

The organization was formed on june 4, 1990 to provide grants and/or gifts to assist and support students enrolled in educational programs dealing with asset based lending and to make grants and/or gifts to assist and fund secondary schools, colleges and universities in support of their asset based lending educational programs.

Form 990, Part XII, Line 2C

There have been no changes to the process from the previous year.

Financial Statement Notes

PART X, LINE 2:

As stated in note 1 to the consolidated financial statements, the foundation is a not for profit entity as described in section 501(c)(3) of the internal revenue code. U.s. Gaap provides guidance on the financial statement recognition and measurement for income tax position that the foundation has taken or expects to take in it's income tax returns. The foundation takes many tax positions relative to tax laws, including those taken in determining whether tax is due, a refund is owed, a tax return needs to be filed, or the characterization of income is taxable (for example, unrelated business income) or nontaxable. The foundation has not recorded any liabilities relating to uncertain tax positions.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT - FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF OPERATING OFFICER (TO 3/15/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY/CEO (TO 2/14/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt9CO-GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt10CO-GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIR OF FINANCE & ADMIN (TO 10/17/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF MEMBERSHIP, ED
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022977
IRS990/NetAssetsOrFundBalancesEOYAmt059972
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04871
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04871
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02771
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt060000
IRS990/OccupancyGrp/TotalAmt060000
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL PROGRAMS
IRS990/OtherExpensesGrp/Desc1COMMISSIONS
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113750
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22477
IRS990/OtherExpensesGrp/ProgramServicesAmt0339362
IRS990/OtherExpensesGrp/TotalAmt0339362
IRS990/OtherExpensesGrp/TotalAmt115000
IRS990/OtherExpensesGrp/TotalAmt213750
IRS990/OtherExpensesGrp/TotalAmt32477
IRS990/OtherLiabilitiesGrp/BOYAmt0330516
IRS990/OtherLiabilitiesGrp/EOYAmt0371365
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0104500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0105750
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02238
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02436
IRS990/PrincipalOfficerNm0GREG SLOWIK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0190015
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0190015
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0308618
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt030546
IRS990/PYOtherExpensesAmt0451316
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-112152
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0451316
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0339164
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt034224
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0190015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0366833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0308618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0329925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0270843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0286403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01562622
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03139
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05905
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09930
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012343
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011628
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt042945
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0190015
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97330
IRS990ScheduleA/PublicSupportPY170Pct00.97020
IRS990ScheduleA/PublicSupportTotal170Amt01562622
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0366833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0308618
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0329925
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0270843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0286403
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01562622
IRS990ScheduleA/TotalSupportAmt01605567
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/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0530634
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02771
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0371365
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/RevenueNotReportedAmt02771
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0564858
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS STATED IN NOTE 1 TO THE CONSOLIDATED FINANCIAL STATEMENTS, THE FOUNDATION IS A NOT FOR PROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP PROVIDES GUIDANCE ON THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT FOR INCOME TAX POSITION THAT THE FOUNDATION HAS TAKEN OR EXPECTS TO TAKE IN IT'S INCOME TAX RETURNS. THE FOUNDATION TAKES MANY TAX POSITIONS RELATIVE TO TAX LAWS, INCLUDING THOSE TAKEN IN DETERMINING WHETHER TAX IS DUE, A REFUND IS OWED, A TAX RETURN NEEDS TO BE FILED, OR THE CHARACTERIZATION OF INCOME IS TAXABLE (FOR EXAMPLE, UNRELATED BUSINESS INCOME) OR NONTAXABLE. THE FOUNDATION HAS NOT RECORDED ANY LIABILITIES RELATING TO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0530634
IRS990ScheduleD/TotalLiabilityAmt0371365
IRS990ScheduleD/TotalRevenuePerForm990Amt0564858
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0567629
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0530634
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0191675
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1345491
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2150151
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3163452
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.85$0.94$5.91$7.94$5.82$2.12
2023Detailed filing. Detailed filing data is available for this year.$5.41$1.97$3.44$7.60$6.51$1.10
2022Detailed filing. Detailed filing data is available for this year.$5.34$3.24$2.10$7.13$5.99$1.14
2021Detailed filing. Detailed filing data is available for this year.$6.04$4.72$1.32$4.88$3.89$0.98
2020Detailed filing. Detailed filing data is available for this year.$5.48$5.28$0.20$4.01$4.66$0.65
2019Summary only. Only limited summary data is available for this year.$7.17$6.45$0.72$3.44$4.51$1.07
2018Detailed filing. Detailed filing data is available for this year.$8.74$7.01$1.73$4.94$5.06$0.12
2017Detailed filing. Detailed filing data is available for this year.$7.09$5.21$1.87$5.78$4.49$1.29
2016Detailed filing. Detailed filing data is available for this year.$4.34$3.74$0.60$5.65$5.31$0.34
2015Detailed filing. Detailed filing data is available for this year.$4.02$3.80$0.23$3.39$4.51$1.12
2014Detailed filing. Detailed filing data is available for this year.$4.54$2.94$1.61$3.86$4.89$1.03
2013Summary only. Only limited summary data is available for this year.$7.21$4.48$2.73$2.91$3.91$1.00
2012Summary only. Only limited summary data is available for this year.$6.29$2.74$3.56$3.24$4.00$0.76
2011Summary only. Only limited summary data is available for this year.$5.27$1.01$4.26$3.39$2.92$0.47