Civic Intelligence

Credit Union Self-Insured Group of California

990 • Fiscal year 2015 • EIN 20-0406647

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 18, 2016

Organization Profilewww.affinitygroupadmin.com
PO Box 7138Folsom, CA 95763

(916) 983-3387

Siviq Scores

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

Liabilities / Assets

78th percentile

0.54x

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

2015 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

2.37x

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

2015 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2015

Net Margin

95th percentile

42%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2015 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2015

Asset Growth

76th percentile

11%

Faster asset growth than 76% of similar nonprofits.

2015 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

6.0%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$21,266,038

Up $2,066,502 (+11%) from 2014

Net Assets

Up

$9,838,318

Up $1,967,608 (+25%) from 2014

Liabilities

Up

$11,427,720

Up $98,894 (+0.9%) from 2014

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin95th percentile

Revenue

Up

$4,829,627

Up $273,011 (+6.0%) from 2014

Expenses

Up

$2,814,830

Up $101,519 (+3.7%) from 2014

Net Income

Up

$2,014,797

Up $171,492 (+9.3%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$40M$30M$20M$10M$0Assets 2010: $11,566,342Liabilities 2010: $7,504,927Net Assets 2010: $4,061,4152010Assets 2011: $12,229,362Liabilities 2011: $8,480,223Net Assets 2011: $3,749,1392011Assets 2012: $13,703,582Liabilities 2012: $9,266,243Net Assets 2012: $4,437,3392012Assets 2013: $17,199,146Liabilities 2013: $11,171,741Net Assets 2013: $6,027,4052013Assets 2014: $19,199,536Liabilities 2014: $11,328,826Net Assets 2014: $7,870,7102014Assets 2015: $21,266,038Liabilities 2015: $11,427,720Net Assets 2015: $9,838,3182015Assets 2016: $23,830,350Liabilities 2016: $13,232,944Net Assets 2016: $10,597,4062016Assets 2017: $26,158,774Liabilities 2017: $11,877,756Net Assets 2017: $14,281,0182017Assets 2018: $27,013,763Liabilities 2018: $9,459,919Net Assets 2018: $17,553,8442018Assets 2019: $29,736,529Liabilities 2019: $7,541,487Net Assets 2019: $22,195,0422019Assets 2020: $31,399,883Liabilities 2020: $7,255,195Net Assets 2020: $24,144,6882020Assets 2021: $33,798,400Liabilities 2021: $6,442,414Net Assets 2021: $27,355,9862021Assets 2022: $30,294,565Liabilities 2022: $6,953,105Net Assets 2022: $23,341,4602022Assets 2023: $31,606,614Liabilities 2023: $5,448,261Net Assets 2023: $26,158,3532023Assets 2024: $32,224,735Liabilities 2024: $4,629,926Net Assets 2024: $27,594,8092024

Highlighted filing

2015

Assets$21,266,038
Liabilities$11,427,720
Net Assets$9,838,318
Open 2015 Filing

Operations Trend

Revenue Growth60th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $3,359,4452010Expenses 2011: $3,380,0942011Expenses 2012: $3,073,9532012Revenue 2013: $4,006,730Expenses 2013: $2,416,664Net Income 2013: $1,590,0662013Revenue 2014: $4,556,616Expenses 2014: $2,713,311Net Income 2014: $1,843,3052014Revenue 2015: $4,829,627Expenses 2015: $2,814,830Net Income 2015: $2,014,7972015Revenue 2016: $5,272,519Expenses 2016: $4,351,634Net Income 2016: $920,8852016Revenue 2017: $4,040,895Expenses 2017: $914,499Net Income 2017: $3,126,3962017Revenue 2018: $4,455,998Expenses 2018: $287,650Net Income 2018: $4,168,3482018Revenue 2019: $3,848,368Expenses 2019: $979,823Net Income 2019: $2,868,5452019Revenue 2020: $4,011,574Expenses 2020: $2,312,731Net Income 2020: $1,698,8432020Revenue 2021: $3,836,752Expenses 2021: $1,358,406Net Income 2021: $2,478,3462021Revenue 2022: $2,302,249Expenses 2022: $1,353,419Net Income 2022: $948,8302022Revenue 2023: $3,245,954Expenses 2023: $2,080,814Net Income 2023: $1,165,1402023Revenue 2024: $2,753,093Expenses 2024: $1,455,018Net Income 2024: $1,298,0752024

Highlighted filing

2015

Revenue$4,829,627
Expenses$2,814,830
Net Income$2,014,797
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 18, 2016
Return Version
2015v2.0
Gross Receipts
$4,829,627
Mission and Program Overview

Mission

As an organization established for the exclusive support of exempt credit unions, it provides California Credit Unions with a low-cost alternative to workers' compensation insurance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,745,710$9,713,318▲ $1,967,608
Investments Other Securities$8,501,531$8,650,163▲ $148,632
Investments in Publicly Traded Securities$1,029,209$2,074,736▲ $1,045,527
Accounts Receivable$1,509,914$1,795,574▲ $285,660
Cash and Non-Interest-Bearing Accounts$632,499$697,169▲ $64,670
Pd in Cap Srpls Land Bldg Eqp Fund$125,000$125,000→ $0
Prepaid Expenses and Deferred Charges$18,961$28,625▲ $9,664
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$19,199,536$21,266,038▲ $2,066,502
Other Assets Total$7,507,422$8,019,771▲ $512,349
Liabilities
Other Liabilities$11,313,079$11,389,492▲ $76,413
Accounts Payable and Accrued Expenses$15,747$38,228▲ $22,481
Total Liabilities$11,328,826$11,427,720▲ $98,894
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,870,710$9,838,318▲ $1,967,608
Total Liabilities and Net Assets / Fund Balance$19,199,536$21,266,038▲ $2,066,502

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$8,019,771--
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Lisa PestaChairman
Tom GrayPast Chair
Leanne GiblinVice Chair
Art SchwartzMember at Large
Virginia WadeSecretary
Kevin CarlsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Risk Statregies CompanyBroker160 Federal Street, Boston, MA 02110$519,029
Affinity Group AdministratorsProgram Admin.PO Box 7138, Folsom, CA 95763$397,725
Acclamation Insurance Management ServicesClaims Handling10445 Old Placerville Rd, Sacramento, CA 95827$122,877
Allied Managed CareClaims Handling10445 Old Placerville Rd, Sacramento, CA 95827$105,084
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,680,922
Investment Income
$148,705
Other Revenue
$0
Change in Net Assets
$2,014,797

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,829,627
Total Revenue per Audited Statements
$4,829,627
Total Revenue per Form 990
$4,829,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,814,830
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
All Other Expenses$305,528$32,162-$337,690
Other Expenses$244,874$51,499-$296,373
Total Functional Expenses$2,731,169$83,661$0$2,814,830

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,814,830
Total Expenses per Audited Statements$2,814,830
Total Expenses per Form 990$2,814,830
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Incurred But Not Reported$5,330,941
Incurred Loss Payable$3,766,035
Members' Security Fund Deposits$1,282,983
Unallocated Loss Adjustment Payable$1,004,344
Payable to Members$5,189
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Day to day program administration including receipts and disbursements processing was delegated to a management company.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Members comprise of California Credit Unions”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed by the management company based on audited financial statements approved by the governing board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents,conflict of interest policy,and financial statements are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Credit Union Self-Insured Group
EIN
20-0406647
Phone
9169833387
Address
PO Box 7138, Folsom, CA 95763

Signing Officer

Name
Clay Jackson
Title
Group Administrator
Signed
2016-03-18
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
James Marta & Co Llp
Address
701 HOWE AVE STE E3, SACRAMENTO, CA 95825-4688
Preparer
James Marta
Phone
9169939494
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“Claims Handling: Column (A) - Total = $246703; Column (B) - Program Services = $246703; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Other Expense: Column (A) - Total = $90987; Column (B) - Program Services = $58825; Column (C) - Management & General = $32162; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 406 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/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-47189
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt07507422
IRS990/OtherAssetsTotalGrp/EOYAmt08019771
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Claims Expense
IRS990/OtherExpensesGrp/Desc1Excess Insurance
IRS990/OtherExpensesGrp/Desc2Administration Fees
IRS990/OtherExpensesGrp/Desc3Professional Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt051499
IRS990/OtherExpensesGrp/ProgramServicesAmt01398495
IRS990/OtherExpensesGrp/ProgramServicesAmt1399830
IRS990/OtherExpensesGrp/ProgramServicesAmt2382442
IRS990/OtherExpensesGrp/ProgramServicesAmt3244874
IRS990/OtherExpensesGrp/TotalAmt01398495
IRS990/OtherExpensesGrp/TotalAmt1399830
IRS990/OtherExpensesGrp/TotalAmt2382442
IRS990/OtherExpensesGrp/TotalAmt3296373
IRS990/OtherLiabilitiesGrp/BOYAmt011313079
IRS990/OtherLiabilitiesGrp/EOYAmt011389492
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IRS990/PartialLiquidationInd0false
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt0125000
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018961
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt028625
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Member Contr. Self-Ins.
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04680922
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04680922
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt035637
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02713311
IRS990/PYOtherRevenueAmt0125000
IRS990/PYProgramServiceRevenueAmt04395979
IRS990/PYRevenuesLessExpensesAmt01843305
IRS990/PYTotalExpensesAmt02713311
IRS990/PYTotalRevenueAmt04556616
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02014797
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04829628
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07745710
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09713318
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt02814830
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt08019771
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Security Deposit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05330941
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13766035
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21282983
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt35189
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt41004344
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Incurred Loss Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Members' Security Fund Deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Payable to Members
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Unallocated Loss Adjustment Payable
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt08019771
IRS990ScheduleD/TotalBookValueSecuritiesAmt08650163
IRS990ScheduleD/TotalExpensesPerForm990Amt02814830
IRS990ScheduleD/TotalLiabilityAmt011389492
IRS990ScheduleD/TotalRevenuePerForm990Amt04829627
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04829627
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02814830
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Day to day program administration including receipts and disbursements processing was delegated to a management company.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members comprise of California Credit Unions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is reviewed by the management company based on audited financial statements approved by the governing board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization's governing documents,conflict of interest policy,and financial statements are not available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Claims Handling: Column (A) - Total = $246703; Column (B) - Program Services = $246703; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other Expense: Column (A) - Total = $90987; Column (B) - Program Services = $58825; Column (C) - Management & General = $32162; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt019199536
IRS990/TotalAssetsEOYAmt021266038
IRS990/TotalAssetsGrp/BOYAmt019199536
IRS990/TotalAssetsGrp/EOYAmt021266038
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt083661
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02731169
IRS990/TotalFunctionalExpensesGrp/TotalAmt02814830
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011328826
IRS990/TotalLiabilitiesEOYAmt011427720
IRS990/TotalLiabilitiesGrp/BOYAmt011328826
IRS990/TotalLiabilitiesGrp/EOYAmt011427720
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09838318
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IRS990/TotalProgramServiceRevenueAmt04680922
IRS990/TotalRevenueGrp/ExclusionAmt0148705
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04829627
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019199536
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021266038
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.affinitygroupadmin.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Clay Jackson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Group Administrator
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Credit Union Self-Insured Group
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of California
ReturnHeader/Filer/BusinessNameControlTxt0CRED
ReturnHeader/Filer/EIN0200406647
ReturnHeader/Filer/PhoneNum09169833387
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 7138
ReturnHeader/Filer/USAddress/CityNm0Folsom
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES MARTA & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 HOWE AVE STE E3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958254688
ReturnHeader/PreparerPersonGrp/PhoneNum09169939494
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Marta

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,266,038
Liabilities
$11,427,720
Net assets
$9,838,318
Revenue
$4,829,627
Expenses
$2,814,830
Net income
$2,014,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.2$4.63$27.6$2.75$1.46$1.30
2023Detailed filing. Detailed filing data is available for this year.$31.6$5.45$26.2$3.25$2.08$1.17
2022Detailed filing. Detailed filing data is available for this year.$30.3$6.95$23.3$2.30$1.35$0.95
2021Detailed filing. Detailed filing data is available for this year.$33.8$6.44$27.4$3.84$1.36$2.48
2020Detailed filing. Detailed filing data is available for this year.$31.4$7.26$24.1$4.01$2.31$1.70
2019Detailed filing. Detailed filing data is available for this year.$29.7$7.54$22.2$3.85$0.98$2.87
2018Detailed filing. Detailed filing data is available for this year.$27.0$9.46$17.6$4.46$0.29$4.17
2017Detailed filing. Detailed filing data is available for this year.$26.2$11.9$14.3$4.04$0.91$3.13
2016Detailed filing. Detailed filing data is available for this year.$23.8$13.2$10.6$5.27$4.35$0.92
2015Detailed filing. Detailed filing data is available for this year.$21.3$11.4$9.84$4.83$2.81$2.01
2014Detailed filing. Detailed filing data is available for this year.$19.2$11.3$7.87$4.56$2.71$1.84
2013Detailed filing. Detailed filing data is available for this year.$17.2$11.2$6.03$4.01$2.42$1.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$9.27$4.44$3.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$8.48$3.75$3.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$7.50$4.06$3.36