Civic Intelligence

Brockport Area Health Foundation

990 • Fiscal year 2023 • EIN 16-1374547

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 14, 2024

Organization ProfileWWW.LAKESIDEHEALTH.COM
4107 Lake Road NBrockport, NY 14420

(585) 395-6095

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-44%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,714,490

Up $161,360 (+10%) from 2022

Net Assets

Up

$1,714,490

Up $161,360 (+10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin86th percentile

Revenue

Down

$34,922

Down $27,388 (-44%) from 2022

Expenses

Up

$22,838

Up $7,130 (+45%) from 2022

Net Income

Down

$12,084

Down $34,518 (-74%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,160,252Liabilities 2010: $186,734Net Assets 2010: $973,5182010Assets 2011: $1,155,890Liabilities 2011: $131,227Net Assets 2011: $1,024,6632011Assets 2012: $1,220,545Liabilities 2012: $296,953Net Assets 2012: $923,5922012Assets 2013: $1,088,859Liabilities 2013: $9,626Net Assets 2013: $1,079,2332013Assets 2014: $1,001,655Liabilities 2014: $16,720Net Assets 2014: $984,9352014Assets 2015: $949,220Liabilities 2015: $16,283Net Assets 2015: $932,9372015Assets 2016: $963,382Liabilities 2016: $9,000Net Assets 2016: $954,3822016Assets 2017: $1,087,535Liabilities 2017: $11,838Net Assets 2017: $1,075,6972017Assets 2018: $1,284,212Liabilities 2018: $21,585Net Assets 2018: $1,262,6272018Assets 2019: $1,411,539Liabilities 2019: $0Net Assets 2019: $1,411,5392019Assets 2020: $1,684,577Liabilities 2020: $37,921Net Assets 2020: $1,646,6562020Assets 2021: $1,825,916Liabilities 2021: $12,500Net Assets 2021: $1,813,4162021Assets 2022: $1,553,130Liabilities 2022: $0Net Assets 2022: $1,553,1302022Assets 2023: $1,714,490Liabilities 2023: $0Net Assets 2023: $1,714,4902023Assets 2024: $1,808,166Liabilities 2024: $0Net Assets 2024: $1,808,1662024

Highlighted filing

2023

Assets$1,714,490
Liabilities$0
Net Assets$1,714,490
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $432,3512010Expenses 2011: $322,4032011Expenses 2012: $360,9342012Revenue 2013: $207,801Expenses 2013: $194,660Net Income 2013: $13,1412013Revenue 2014: $102,765Expenses 2014: $142,844Net Income 2014: -$40,0792014Revenue 2015: $26,679Expenses 2015: $28,661Net Income 2015: -$1,9822015Revenue 2016: $8,641Expenses 2016: $11,784Net Income 2016: -$3,1432016Revenue 2017: $68,341Expenses 2017: $8,790Net Income 2017: $59,5512017Revenue 2018: $240,616Expenses 2018: $19,562Net Income 2018: $221,0542018Revenue 2019: $21,945Expenses 2019: $12,895Net Income 2019: $9,0502019Revenue 2020: $204,009Expenses 2020: $60,221Net Income 2020: $143,7882020Revenue 2021: $156,921Expenses 2021: $16,822Net Income 2021: $140,0992021Revenue 2022: $62,310Expenses 2022: $15,708Net Income 2022: $46,6022022Revenue 2023: $34,922Expenses 2023: $22,838Net Income 2023: $12,0842023Revenue 2024: $67,302Expenses 2024: $34,415Net Income 2024: $32,8872024

Highlighted filing

2023

Revenue$34,922
Expenses$22,838
Net Income$12,084
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 14, 2024
Return Version
2023v5.1
Gross Receipts
$34,922
Mission and Program Overview

Mission

Generate financial support for affiliated health system entities.

Generate financial support for the benefit of organizations providing health care and other health-related services, thereby to assist the charitable purpose of each organizations in providing for the physical needs and general well-being of citizens in the area of brockport, new york.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,364,463$1,535,633▲ $171,170
Savings and Temporary Cash Investments$188,667$178,857▼ $9,810
Total Assets$1,553,130$1,714,490▲ $161,360
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,481,087$1,657,590▲ $176,503
Net Assets Without Donor Restrictions$72,043$56,900▼ $15,143
Total Net Assets Fund Balance$1,553,130$1,714,490▲ $161,360
Total Liabilities and Net Assets / Fund Balance$1,553,130$1,714,490▲ $161,360

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,364,463-▲ $178,670-$1,535,633
2022$1,622,711-▼ $258,248-$1,364,463
2021$1,452,726-▲ $169,985-$1,622,711
2020$1,214,182-▲ $238,544-$1,452,726
2019$855,538-▲ $358,644-$1,214,182
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Patricia HaylesChairman
Craig ZicariDirector
David RoseDirector
Elizabeth CarusoDirector
Kathleen PetersonDirector
Kimberly KlinetobDirector
Kory HuntsingerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$34,922
Other Revenue
$0
Change in Net Assets
$12,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,338
Grants and Similar Amounts Paid$7,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$12,503--$12,503
Grants to Domestic Orgs$7,500--$7,500
Fees for Services Accounting-$2,000-$2,000
Insurance-$585-$585
Other Expenses-$250-$250
Total Functional Expenses$20,003$2,835$0$22,838
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
2 Brockport First Baptist ChurchBrockport, NY501(c)(3)Operations$5,000
University of Rochester Strong WestBrockport, NY501(c)(3)Operations$2,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 is provided to all board members prior to filing the form 990 is prepared in conjuction with accounting firm and management.”

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

“Any potential conflicts are reviewed by the executive committee and board of directors as necessary.”

Form 990, Part VI, Section C, Line 19

“Any document is available upon request in the foundation office. A copy of the annual year end financial statements are reviewed and presented to the finance committee and board of directors. All other governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lakeside Foundation Inc
EIN
16-1374547
Phone
5853956095
Address
4107 LAKE ROAD N, BROCKPORT, NY 14420

Signing Officer

Name
Patricia Hayles
Title
Board Chair
Phone
5853956095
Signed
2024-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Hayles
Formed
1989
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Kelley Demonte
Phone
5853811000
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment fund consists of two donor-restricted funds, established for the endowment fund. The corpus of the endowment funds are classified as permanently restricted and any earnings thereon are considered temporarily restricted until appropriated for expenditure.”

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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT FUND CONSISTS OF TWO DONOR-RESTRICTED FUNDS, ESTABLISHED FOR THE ENDOWMENT FUND. THE CORPUS OF THE ENDOWMENT FUNDS ARE CLASSIFIED AS PERMANENTLY RESTRICTED AND ANY EARNINGS THEREON ARE CONSIDERED TEMPORARILY RESTRICTED UNTIL APPROPRIATED FOR EXPENDITURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12 BROCKPORT FIRST BAPTIST CHURCH
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0156 WEST AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1124 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BROCKPORT
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BROCKPORT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd014420
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd114420
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING THE FORM 990 IS PREPARED IN CONJUCTION WITH ACCOUNTING FIRM AND MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS AS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY DOCUMENT IS AVAILABLE UPON REQUEST IN THE FOUNDATION OFFICE. A COPY OF THE ANNUAL YEAR END FINANCIAL STATEMENTS ARE REVIEWED AND PRESENTED TO THE FINANCE COMMITTEE AND BOARD OF DIRECTORS. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LAKESIDE MEMORIAL HOSPITAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LAKESIDEBEIKIRCH CARE CENTER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LAKESIDE HEALTH SYSTEM INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0160743068
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1222990829
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2161396374
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0THE PRIMARY PURPOSE OF LAKESIDE MEMORIAL HOSPITAL IS TO PROVIDE A FULL RANGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1OPERATE A NURSING HOME AND PROMOTE THE ENHANCEMENT OF HEALTH CARE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LAKESIDE HEALTH SYSTEM INC SERVES AS A PARENT CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 12D, III-O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 350
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 350
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2PO BOX 350
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BROCKPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BROCKPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2BROCKPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014420
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd114420
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd214420
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/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01553130
IRS990/TotalAssetsEOYAmt01714490
IRS990/TotalAssetsGrp/BOYAmt01553130
IRS990/TotalAssetsGrp/EOYAmt01714490
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02835
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020003
IRS990/TotalFunctionalExpensesGrp/TotalAmt022838
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01553130
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01714490
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020003
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt034922
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034922
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01553130
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01714490
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04107 LAKE ROAD N
IRS990/USAddress/CityNm0BROCKPORT
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014420
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.LAKESIDEHEALTH.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA HAYLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05853956095
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKESIDE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0161374547
ReturnHeader/Filer/PhoneNum05853956095
ReturnHeader/Filer/USAddress/AddressLine1Txt04107 LAKE ROAD N
ReturnHeader/Filer/USAddress/CityNm0BROCKPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014420
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 SULLYS TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014534
ReturnHeader/PreparerPersonGrp/PhoneNum05853811000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLEY DEMONTE
ReturnHeader/ReturnTs02024-10-15T13:43:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,714,490
Liabilities
$0
Net assets
$1,714,490
Revenue
$34,922
Expenses
$22,838
Net income
$12,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$0.07$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06$0.02$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.01$1.81$0.16$0.02$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.04$1.65$0.20$0.06$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$0.24$0.02$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$0.07$0.01$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.01$0.95$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.02$0.93$0.03$0.03$0.00
2014Summary only. Only limited summary data is available for this year.$1.00$0.02$0.98$0.10$0.14$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$0.21$0.19$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.30$0.92$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.13$1.02$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.19$0.97$0.43