Civic Intelligence

AFL-CIO Mutual Benefit Fund

990 • Fiscal year 2013 • EIN 13-4237843

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 11, 2014

Organization ProfileN/A
1100 First Street NE No 85020002

(202) 778-9815

Siviq Scores

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

Liabilities / Assets

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

35th percentile

0.10x

Higher debt load relative to revenue than 35% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Net Margin

93rd percentile

73%

Higher net margin than 93% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

87th percentile

20%

Faster asset growth than 87% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$26,180,509

Up $4,453,244 (+20%) from 2012

Net Assets

Up

$25,745,015

Up $4,151,252 (+19%) from 2012

Liabilities

Up

$435,494

Up $301,992 (+226%) from 2012

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin93rd percentile

Revenue

$4,220,810

No earlier filing loaded for comparison.

Expenses

Down

$1,151,520

Down $181,868 (-14%) from 2012

Net Income

$3,069,290

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$60M$40M$20M$0Assets 2010: $11,190,785Liabilities 2010: $66,912Net Assets 2010: $11,123,8732010Assets 2011: $15,507,178Liabilities 2011: $286,216Net Assets 2011: $15,220,9622011Assets 2012: $21,727,265Liabilities 2012: $133,502Net Assets 2012: $21,593,7632012Assets 2013: $26,180,509Liabilities 2013: $435,494Net Assets 2013: $25,745,0152013Assets 2014: $28,536,313Liabilities 2014: $332,979Net Assets 2014: $28,203,3342014Assets 2015: $29,633,216Liabilities 2015: $320,188Net Assets 2015: $29,313,0282015Assets 2016: $32,436,654Liabilities 2016: $498,427Net Assets 2016: $31,938,2272016Assets 2017: $35,857,738Liabilities 2017: $329,948Net Assets 2017: $35,527,7902017Assets 2018: $35,009,828Liabilities 2018: $325,452Net Assets 2018: $34,684,3762018Assets 2019: $40,172,977Liabilities 2019: $330,445Net Assets 2019: $39,842,5322019Assets 2020: $43,720,434Liabilities 2020: $439,836Net Assets 2020: $43,280,5982020Assets 2021: $47,285,320Liabilities 2021: $170,258Net Assets 2021: $47,115,0622021Assets 2022: $39,500,557Liabilities 2022: $371,367Net Assets 2022: $39,129,1902022Assets 2023: $42,617,776Liabilities 2023: $832,867Net Assets 2023: $41,784,9092023Assets 2024: $44,152,595Liabilities 2024: $759,168Net Assets 2024: $43,393,4272024

Highlighted filing

2013

Assets$26,180,509
Liabilities$435,494
Net Assets$25,745,015
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,766,5782010Expenses 2011: $1,348,3502011Expenses 2012: $1,333,3882012Revenue 2013: $4,220,810Expenses 2013: $1,151,520Net Income 2013: $3,069,2902013Revenue 2014: $3,054,693Expenses 2014: $1,370,928Net Income 2014: $1,683,7652014Revenue 2015: $3,204,879Expenses 2015: $1,374,700Net Income 2015: $1,830,1792015Revenue 2016: $3,547,341Expenses 2016: $1,994,391Net Income 2016: $1,552,9502016Revenue 2017: $2,745,495Expenses 2017: $1,488,076Net Income 2017: $1,257,4192017Revenue 2018: $3,569,275Expenses 2018: $1,009,727Net Income 2018: $2,559,5482018Revenue 2019: $1,580,055Expenses 2019: $1,233,654Net Income 2019: $346,4012019Revenue 2020: $3,776,169Expenses 2020: $1,635,309Net Income 2020: $2,140,8602020Revenue 2021: $3,307,506Expenses 2021: $1,615,610Net Income 2021: $1,691,8962021Revenue 2022: $2,587,438Expenses 2022: $1,577,957Net Income 2022: $1,009,4812022Revenue 2023: $1,886,408Expenses 2023: $2,429,187Net Income 2023: -$542,7792023Revenue 2024: $1,826,351Expenses 2024: $2,672,963Net Income 2024: -$846,6122024

Highlighted filing

2013

Revenue$4,220,810
Expenses$1,151,520
Net Income$3,069,290
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 11, 2014
Return Version
2013v3.0
Gross Receipts
$15,581,593
Mission and Program Overview

Mission

To provide group and other insurance coverage and interest free mortgage loans to members of unions and organizations affiliated with the afl-cio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$13,195,396$20,631,362▲ $7,435,966
Cash and Non-Interest-Bearing Accounts$3,736,356$2,661,866▼ $1,074,490
Other Notes and Loans Receivable, Net$1,537,330$1,997,534▲ $460,204
Savings and Temporary Cash Investments$2,832,340$807,406▼ $2,024,934
Accounts Receivable$425,843$82,341▼ $343,502
Total Assets$21,727,265$26,180,509▲ $4,453,244
Liabilities
Other Liabilities$104,424$406,494▲ $302,070
Accounts Payable and Accrued Expenses$29,078$29,000▼ $78
Total Liabilities$133,502$435,494▲ $301,992
Net Assets / Fund Balance
Unrestricted Net Assets$21,593,763$25,745,015▲ $4,151,252
Total Net Assets Fund Balance$21,593,763$25,745,015▲ $4,151,252
Total Liabilities and Net Assets / Fund Balance$21,727,265$26,180,509▲ $4,453,244

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$20,631,362--
Compensation and Service Providers
Top Officer Pay18th percentile

Board Members and Trustees

NameTitle
Morton BahrFormer Trustee
Don WhartonTrustee
Gregory HambletTrustee
Karen AronowitzTrustee
Kevin StringerTrustee
Paul WhiteheadTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Pnc BankInvestment Mgr-$116,014
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,653,100
Investment Income
$1,061,980
Other Revenue
$505,730
Change in Net Assets
$3,069,290

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,104,796
Revenue Not Reported on Financial Statements
$116,014
Revenue Not Reported on Form 990
$1,081,962
Total Revenue per Audited Statements
$5,186,758
Total Revenue per Form 990
$4,220,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$756,781
Other Expenses$394,739
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$756,781
Fees for Service Investment Mgmnt Fees---$116,014
Fees for Services Accounting---$36,643
Fees for Services Legal---$35,050
Other Expenses---$20,231
Total Functional Expenses$0$0$0$1,151,520

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,151,520
Expenses per Audited Statements$1,035,506
Total Expenses per Audited Statements$1,035,506
Expenses Not Reported on Financial Statements$116,014
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Union Privilege$406,494
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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

Form 990, Part VI, Section A, Line 4

“An amendment was made to the benefit plan document to relect changes in the credit card and mortgage programs.”

Form 990, Part VI, Section A, Line 8B

“The trust has never established or appointed committees.”

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 prior to filing with the irs is provided to all trustees and general counsel for fund. Questions or issues raised (if any) regarding the form 990 are addressed and resolved by all interested parties prior to the final approval by the signing trustee.”

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

“The plan is maintained and administered in accordance with erisa sections 404 and 406 and the plan's "conflict of interest" policy is described in those sections. Since fiduciaries are required to disclose conflicts of interest and recuse themselves from decisions involving conflicts, the trustees therefore monitor and enforce the fund's compliance with erisa with the assistance of the fund's professionals and third party administrator.”

Form 990, Part VI, Section C, Line 19

“The plan makes available for inspection by the public upon request at the third party plan administrator's office: the governing documents and financial statements of the plan.”

Filing and Contact Details

Filer

EIN
13-4237843
Phone
2027789815

Signing Officer

Name
Paul Whitehead
Title
Trustee
Phone
2027789815
Signed
2014-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Whitehead
Formed
2001
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Joann Woodson CPA
Phone
2023319880
Raw XML Appendix380 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/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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IRS990/GrantToRelatedPersonInd00
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1MORTGAGE ASSISTANCE DEATH BENEFITS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2MORTGAGE ASSISTANCE GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3HOSPITALIZATION GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4DISABILITY GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5JOB LOSS GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt15
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt2137
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt332
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt4242
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt5153
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MORTGAGE ASSISTANCE STRIKE BENEFIT PROVIDES FOR CASH ASSISTANCE TO QUALIFIED UNION MEMBERS ON STRIKE TO PAY HALF THE PRINCIPLE AND INTEREST OF UP TO THREE MONTHS WORTH OF MORTGAGE PAYMENTS TO CHASE HOME FINANCE. THE MEMBER IS IN NO WAY OBLIGATED TO PAY BACK THIS BENEFIT, AS IT IS CONSIDERED A GIFT. THE MORTGAGE ASSISTANCE DEATH BENEFITS PROVIDES FOR FORGIVENESS OF DEBT RELATED TO THE UNPAID MORTGAGE ASSISTANCE LOAN BALANCE FOR A MEMBER DUE TO DEATH OF THE MEMBER WHO RECEIVED THE INITIAL BENEFIT. THE MORTGAGE ASSISTANCE GRANT PROVIDES FOR THE FORGIVENESS OF DEBT UP TO THE FIRST $1,000 RELATED TO NEWLY QUALIFIED AND ESTABLISHED MORTGAGE ASSISTANCE LOANS. THE DISABILITY GRANT PROVIDES FOR A PAYMENT DIRECTLY TO THE MEMBER RANGING FROM $1,600-$2,700 DEPENDING ON THE AMOUNT OF INCOME LOSS DUE TO A DISABILITY. JOB LOSS GRANT PROVIDES FOR A $300 PAYMENT TO QUALIFIED UNION MEMBERS FOR SUBSTANTIATED INVOLUNTARY JOB LOSS. HOSPITALIZATION GRANT PROVIDES $1,200 TO A QUALIFIED APPLICANT TO ASSIST IN PAYING FOR LARGE OUT OF POCKET HOSPITALIZATION EXPENSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, COLUMN B
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN AMENDMENT WAS MADE TO THE BENEFIT PLAN DOCUMENT TO RELECT CHANGES IN THE CREDIT CARD AND MORTGAGE PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST HAS NEVER ESTABLISHED OR APPOINTED COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS IS PROVIDED TO ALL TRUSTEES AND GENERAL COUNSEL FOR FUND. QUESTIONS OR ISSUES RAISED (IF ANY) REGARDING THE FORM 990 ARE ADDRESSED AND RESOLVED BY ALL INTERESTED PARTIES PRIOR TO THE FINAL APPROVAL BY THE SIGNING TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN IS MAINTAINED AND ADMINISTERED IN ACCORDANCE WITH ERISA SECTIONS 404 AND 406 AND THE PLAN'S "CONFLICT OF INTEREST" POLICY IS DESCRIBED IN THOSE SECTIONS. SINCE FIDUCIARIES ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST AND RECUSE THEMSELVES FROM DECISIONS INVOLVING CONFLICTS, THE TRUSTEES THEREFORE MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS AND THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN MAKES AVAILABLE FOR INSPECTION BY THE PUBLIC UPON REQUEST AT THE THIRD PARTY PLAN ADMINISTRATOR'S OFFICE: THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10AMERICAN FEDERATION OF LABOR AND CONGRESS OF INDUSTRIAL ORGANIZATIONA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0530228172
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FEDERATION OF LABOR UNIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10815 16TH STREET NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode020006
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt021727265
IRS990/TotalAssetsEOYAmt026180509
IRS990/TotalAssetsGrp/BOYAmt021727265
IRS990/TotalAssetsGrp/EOYAmt026180509
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01151520
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0133502
IRS990/TotalLiabilitiesEOYAmt0435494
IRS990/TotalLiabilitiesGrp/BOYAmt0133502
IRS990/TotalLiabilitiesGrp/EOYAmt0435494
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021593763
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt025745015
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02653100
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01061980
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03158830
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04220810
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt021727265
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026180509
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt021593763
IRS990/UnrestrictedNetAssetsGrp/EOYAmt025745015
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101100 FIRST STREET NE NO 850
IRS990/USAddress/City0WASHINGTON
IRS990/USAddress/State0DC
IRS990/USAddress/ZIPCode020002
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL WHITEHEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02027789815
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10AFL-CIO MUTUAL BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0AFL-
ReturnHeader/Filer/EIN0134237843
ReturnHeader/Filer/PhoneNum02027789815
ReturnHeader/Filer/USAddress/AddressLine101100 FIRST STREET NE NO 850
ReturnHeader/Filer/USAddress/City0WASHINGTON
ReturnHeader/Filer/USAddress/State0DC
ReturnHeader/Filer/USAddress/ZIPCode020002
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine20WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANN WOODSON CPA
ReturnHeader/ReturnTs02014-09-11T07:16:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,180,509
Liabilities
$435,494
Net assets
$25,745,015
Revenue
$4,220,810
Expenses
$1,151,520
Net income
$3,069,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.2$0.76$43.4$1.83$2.67$0.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.6$0.83$41.8$1.89$2.43$0.54
2022Detailed filing. Detailed filing data is available for this year.$39.5$0.37$39.1$2.59$1.58$1.01
2021Detailed filing. Detailed filing data is available for this year.$47.3$0.17$47.1$3.31$1.62$1.69
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.7$0.44$43.3$3.78$1.64$2.14
2019Detailed filing. Detailed filing data is available for this year.$40.2$0.33$39.8$1.58$1.23$0.35
2018Detailed filing. Detailed filing data is available for this year.$35.0$0.33$34.7$3.57$1.01$2.56
2017Detailed filing. Detailed filing data is available for this year.$35.9$0.33$35.5$2.75$1.49$1.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.4$0.50$31.9$3.55$1.99$1.55
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.6$0.32$29.3$3.20$1.37$1.83
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$0.33$28.2$3.05$1.37$1.68
2013Detailed filing. Detailed filing data is available for this year.$26.2$0.44$25.7$4.22$1.15$3.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$0.13$21.6$1.33
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.29$15.2$1.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.07$11.1$1.77