Civic Intelligence

Weston Foundation Inc

990 • Fiscal year 2023 • EIN 16-1390711

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 29, 2024

Organization ProfileWWW.CASA-TRINITY.ORG
4612 Millenium DriveGeneseo, NY 14454

(585) 991-5012

Siviq Scores

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

Liabilities / Assets

71st percentile

0.26x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.56x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2023

Net Margin

53rd percentile

8.4%

Higher net margin than 53% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

85th percentile

$168,919

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 72.9% of source-year revenue.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2023

Asset Growth

20th percentile

-5.5%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

4.9%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$509,245

Down $29,694 (-5.5%) from 2022

Net Assets

Up

$378,427

Up $19,547 (+5.4%) from 2022

Liabilities

Down

$130,818

Down $49,241 (-27%) from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin53rd percentile

Revenue

Up

$231,621

Up $10,756 (+4.9%) from 2022

Expenses

Up

$212,073

Up $7,628 (+3.7%) from 2022

Net Income

Up

$19,548

Up $3,128 (+19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$1.0M$500K$0Assets 2010: $871,724Liabilities 2010: $633,859Net Assets 2010: $237,8652010Assets 2011: $852,091Liabilities 2011: $600,743Net Assets 2011: $251,3482011Assets 2012: $834,288Liabilities 2012: $557,971Net Assets 2012: $276,3172012Assets 2013: $823,613Liabilities 2013: $532,374Net Assets 2013: $291,2392013Assets 2014: $804,732Liabilities 2014: $501,772Net Assets 2014: $302,9602014Assets 2015: $805,112Liabilities 2015: $466,615Net Assets 2015: $338,4972015Assets 2016: $776,923Liabilities 2016: $431,196Net Assets 2016: $345,7272016Assets 2017: $755,738Liabilities 2017: $395,630Net Assets 2017: $360,1082017Assets 2018: $718,615Liabilities 2018: $356,518Net Assets 2018: $362,0972018Assets 2019: $683,168Liabilities 2019: $315,547Net Assets 2019: $367,6212019Assets 2020: $628,072Liabilities 2020: $272,671Net Assets 2020: $355,4012020Assets 2021: $569,905Liabilities 2021: $227,446Net Assets 2021: $342,4592021Assets 2022: $538,939Liabilities 2022: $180,059Net Assets 2022: $358,8802022Assets 2023: $509,245Liabilities 2023: $130,818Net Assets 2023: $378,4272023Assets 2024: $487,830Liabilities 2024: $78,775Net Assets 2024: $409,0552024

Highlighted filing

2023

Assets$509,245
Liabilities$130,818
Net Assets$378,427
Open 2023 Filing

Operations Trend

Revenue Growth57th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $188,9922010Revenue 2011: $212,707Expenses 2011: $199,224Net Income 2011: $13,4832011Expenses 2012: $178,7942012Revenue 2013: $203,724Expenses 2013: $188,802Net Income 2013: $14,9222013Revenue 2014: $241,206Expenses 2014: $229,485Net Income 2014: $11,7212014Revenue 2015: $216,325Expenses 2015: $204,009Net Income 2015: $12,3162015Revenue 2016: $229,564Expenses 2016: $222,334Net Income 2016: $7,2302016Revenue 2017: $234,226Expenses 2017: $219,845Net Income 2017: $14,3812017Revenue 2018: $238,936Expenses 2018: $236,947Net Income 2018: $1,9892018Revenue 2019: $243,737Expenses 2019: $238,213Net Income 2019: $5,5242019Revenue 2020: $218,586Expenses 2020: $230,806Net Income 2020: -$12,2202020Revenue 2021: $220,865Expenses 2021: $233,807Net Income 2021: -$12,9422021Revenue 2022: $220,865Expenses 2022: $204,445Net Income 2022: $16,4202022Revenue 2023: $231,621Expenses 2023: $212,073Net Income 2023: $19,5482023Revenue 2024: $227,717Expenses 2024: $197,089Net Income 2024: $30,6282024

Highlighted filing

2023

Revenue$231,621
Expenses$212,073
Net Income$19,548
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 29, 2024
Return Version
2023v5.1
Gross Receipts
$231,621
Mission and Program Overview

Mission

Lease-holding entity related to the Council on Addiction Recovery Services, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$328,059$298,463▼ $29,596
Savings and Temporary Cash Investments$57,936$57,948▲ $12
Cash and Non-Interest-Bearing Accounts$3,164$3,074▼ $90
Total Assets$538,939$509,245▼ $29,694
Other Assets Total$149,780$149,760▼ $20
Liabilities
Mortgage Notes Payable Secured by Investment Property$179,484$130,243▼ $49,241
Accounts Payable and Accrued Expenses$575$575→ $0
Total Liabilities$180,059$130,818▼ $49,241
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$358,880$378,427▲ $19,547
Total Net Assets Fund Balance$358,880$378,427▲ $19,547
Total Liabilities and Net Assets / Fund Balance$538,939$509,245▼ $29,694

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$222,842$464,619$687,461
Buildings$0$480,407$480,407
Land$72,725-$72,725
Equipment$2,896$17,744$20,640
Other Assets Org$149,760--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleOtherTotal
Jennifer GroffCFO$115,619$115,619

Board Members and Trustees

NameTitle
Michael HopkinsChair
Jackie MohrmamVice President
Ann DomingosExecutive Director
Linda SchnellMember
Rev Steven BeattieMember
Russ HahnMember
Sujata Ramaiah EsqMember
Debra BoisvertSecretary
Marcia MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$231,609
Investment Income
$12
Other Revenue
$0
Change in Net Assets
$19,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$212,073
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
Fees for Services Management-$108,202-$108,202
Depreciation Depletion$29,596--$29,596
Occupancy$19,265--$19,265
Interest$7,999--$7,999
Insurance$4,287--$4,287
Other Expenses$90--$90
Total Functional Expenses$103,871$108,202$0$212,073
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
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 11B

“Form 990 was provided to all board members for review prior to submission.”

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

“Board of directors are required to review the conflict of interest policy and sign a statement indicating they received the policy and are in compliance with it.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial statements are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Weston Foundation Inc
EIN
16-1390711
Phone
5859915012
Address
4612 MILLENIUM DRIVE, GENESEO, NY 14454

Signing Officer

Name
Jennifer Groff
Title
Chief Financial Officer
Phone
5859915012
Signed
2024-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Groff
Formed
1993
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Efpr Group Cpas Pllc
Address
6390 MAIN STREET SUITE 200, WILLIAMSVILLE, NY 14221
Preparer
David a Urban CPA
Phone
7166340700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Miscellaneous rounding -1.”

Form 990, Part XII, Line 2C

“No changes from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The council and the foundation are exempt from federal income taxes under section 50l(c)(3) of the internal revenue code (the code), therefore, no provision for income taxes is reflected in the consolidated financial statements. The council and the foundation have been classified as a publicly supported organizations that are not private foundations under section 509(a) of the code. The council and foundation presently disclose or recognize income tax positions based on management's estimate of whether it is reasonably possible or probable that a liability has been incurred for unrecognized income taxes. Management has concluded that the council and foundation have taken no uncertain tax positions that require adjustment in its consolidated financial statements. U.s. Forms 990 filed by the council and foundation are subject to examination by taxing authorities.”

Raw XML AppendixShowing 400 of 423 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/LandGrp/OtherCostOrOtherBasisAmt072725
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0222842
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0464619
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0687461
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0149760
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM COUNCIL
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COUNCIL AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 50L(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), THEREFORE, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE COUNCIL AND THE FOUNDATION HAVE BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A) OF THE CODE. THE COUNCIL AND FOUNDATION PRESENTLY DISCLOSE OR RECOGNIZE INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAXES. MANAGEMENT HAS CONCLUDED THAT THE COUNCIL AND FOUNDATION HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT IN ITS CONSOLIDATED FINANCIAL STATEMENTS. U.S. FORMS 990 FILED BY THE COUNCIL AND FOUNDATION ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0298463
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0149760
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0157640
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04979
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt06300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANN DOMINGOS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0168919
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A STATEMENT INDICATING THEY RECEIVED THE POLICY AND ARE IN COMPLIANCE WITH IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS ROUNDING -1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGES FROM THE PRIOR YEAR.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CASA TRINITY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0161039939
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADDICTION AND RECOVERY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04612 MILLENIUM DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GENESEO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014454
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0231609
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1108202
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FAIR VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CASA-TRINITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CASA-TRINITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1M
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/TotalAssetsBOYAmt0538939
IRS990/TotalAssetsEOYAmt0509245
IRS990/TotalAssetsGrp/BOYAmt0538939
IRS990/TotalAssetsGrp/EOYAmt0509245
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0108202
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0103871
IRS990/TotalFunctionalExpensesGrp/TotalAmt0212073
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0180059
IRS990/TotalLiabilitiesEOYAmt0130818
IRS990/TotalLiabilitiesGrp/BOYAmt0180059
IRS990/TotalLiabilitiesGrp/EOYAmt0130818
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0358880
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0378427
IRS990/TotalOtherCompensationAmt016898
IRS990/TotalProgramServiceExpensesAmt0103871
IRS990/TotalProgramServiceRevenueAmt0231609
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0231609
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0231621
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0538939
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0509245
IRS990/TotReportableCompRltdOrgAmt0267640
IRS990/TransactionWithControlEntInd01
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04612 MILLENIUM DRIVE
IRS990/USAddress/CityNm0GENESEO
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014454
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.CASA-TRINITY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER GROFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05859915012
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-29

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$509,245
Liabilities
$130,818
Net assets
$378,427
Revenue
$231,621
Expenses
$212,073
Net income
$19,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.79$4.09$2.28$1.97$0.31
2023Detailed filing. Detailed filing data is available for this year.$5.09$1.31$3.78$2.32$2.12$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.39$1.80$3.59$2.21$2.04$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.70$2.27$3.42$2.21$2.34$0.13
2020Detailed filing. Detailed filing data is available for this year.$6.28$2.73$3.55$2.19$2.31$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.83$3.16$3.68$2.44$2.38$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$3.57$3.62$2.39$2.37$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.56$3.96$3.60$2.34$2.20$0.14
2016Detailed filing. Detailed filing data is available for this year.$7.77$4.31$3.46$2.30$2.22$0.07
2015Detailed filing. Detailed filing data is available for this year.$8.05$4.67$3.38$2.16$2.04$0.12
2014Detailed filing. Detailed filing data is available for this year.$8.05$5.02$3.03$2.41$2.29$0.12
2013Detailed filing. Detailed filing data is available for this year.$8.24$5.32$2.91$2.04$1.89$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.34$5.58$2.76$1.79
2011Summary only. Only limited summary data is available for this year.$8.52$6.01$2.51$2.13$1.99$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.72$6.34$2.38$1.89