Civic Intelligence

Shared Horizons Inc.

990 • Fiscal year 2023 • EIN 20-1281715

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 13, 2024

Organization ProfileWWW.SHARED-HORIZONS.ORG
4301 Connecticut Ave NW 140Washington, DC 20008

(202) 448-1460

Siviq Scores

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

Liabilities / Assets

74th percentile

0.29x

Higher debt load relative to assets than 74% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

82nd percentile

0.58x

Higher debt load relative to revenue than 82% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

26th percentile

-7.8%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

85th percentile

$161,149

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

86th percentile

39%

Faster asset growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-28%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$2,849,572

Up $792,756 (+39%) from 2022

Net Assets

Up

$2,032,497

Up $18,918 (+0.9%) from 2022

Liabilities

Up

$817,075

Up $773,838 (+1790%) from 2022

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin26th percentile

Revenue

Down

$1,400,797

Down $533,699 (-28%) from 2022

Expenses

Up

$1,510,748

Up $177,731 (+13%) from 2022

Net Income

Down

-$109,951

Down $711,430 (-118%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $161,968Liabilities 2010: $0Net Assets 2010: $161,9682010Assets 2011: $145,942Liabilities 2011: $35,512Net Assets 2011: $110,4302011Assets 2012: $197,454Liabilities 2012: $37,943Net Assets 2012: $159,5112012Assets 2013: $566,224Liabilities 2013: $155,552Net Assets 2013: $410,6722013Assets 2014: $657,502Liabilities 2014: $153,636Net Assets 2014: $503,8662014Assets 2015: $592,490Liabilities 2015: $87,872Net Assets 2015: $504,6182015Assets 2016: $854,898Liabilities 2016: $73,453Net Assets 2016: $781,4452016Assets 2017: $846,145Liabilities 2017: $70,132Net Assets 2017: $776,0132017Assets 2018: $887,444Liabilities 2018: $79,166Net Assets 2018: $808,2782018Assets 2019: $1,174,922Liabilities 2019: $92,521Net Assets 2019: $1,082,4012019Assets 2020: $1,653,450Liabilities 2020: $18,255Net Assets 2020: $1,635,1952020Assets 2021: $1,675,099Liabilities 2021: $34,169Net Assets 2021: $1,640,9302021Assets 2022: $2,056,816Liabilities 2022: $43,237Net Assets 2022: $2,013,5792022Assets 2023: $2,849,572Liabilities 2023: $817,075Net Assets 2023: $2,032,4972023Assets 2024: $3,068,471Liabilities 2024: $738,864Net Assets 2024: $2,329,6072024

Highlighted filing

2023

Assets$2,849,572
Liabilities$817,075
Net Assets$2,032,497
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $362,3352010Revenue 2011: $379,215Expenses 2011: $430,753Net Income 2011: -$51,5382011Expenses 2012: $335,8622012Revenue 2013: $643,551Expenses 2013: $392,390Net Income 2013: $251,1612013Revenue 2014: $534,583Expenses 2014: $441,387Net Income 2014: $93,1962014Revenue 2015: $633,060Expenses 2015: $632,308Net Income 2015: $7522015Revenue 2016: $876,585Expenses 2016: $599,757Net Income 2016: $276,8282016Revenue 2017: $735,771Expenses 2017: $741,203Net Income 2017: -$5,4322017Revenue 2018: $864,471Expenses 2018: $832,206Net Income 2018: $32,2652018Revenue 2019: $1,225,255Expenses 2019: $951,132Net Income 2019: $274,1232019Revenue 2020: $1,562,763Expenses 2020: $1,009,969Net Income 2020: $552,7942020Revenue 2021: $1,240,065Expenses 2021: $1,234,330Net Income 2021: $5,7352021Revenue 2022: $1,934,496Expenses 2022: $1,333,017Net Income 2022: $601,4792022Revenue 2023: $1,400,797Expenses 2023: $1,510,748Net Income 2023: -$109,9512023Revenue 2024: $1,956,572Expenses 2024: $1,659,462Net Income 2024: $297,1102024

Highlighted filing

2023

Revenue$1,400,797
Expenses$1,510,748
Net Income-$109,951
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 13, 2024
Return Version
2022v5.0
Gross Receipts
$1,575,187
Mission and Program Overview

Mission

Shared horizons is a trustworthy and prudent custodian of assets using pooled and third-party trust vehicles to support the trust and quality of life needs of citizens with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,312,377$1,454,843▲ $142,466
Cash and Non-Interest-Bearing Accounts$740,187$579,805▼ $160,382
Land, Buildings, and Equipment, Net$4,252$8,316▲ $4,064
Accounts Receivable-$7,441-
Prepaid Expenses and Deferred Charges-$1,402-
Intangible Assets-$0-
Total Assets$2,056,816$2,849,572▲ $792,756
Other Assets Total$0$797,765▲ $797,765
Liabilities
Other Liabilities$4,417$808,867▲ $804,450
Accounts Payable and Accrued Expenses$38,820$8,208▼ $30,612
Total Liabilities$43,237$817,075▲ $773,838
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,013,579$2,032,497▲ $18,918
Total Net Assets Fund Balance$2,013,579$2,032,497▲ $18,918
Total Liabilities and Net Assets / Fund Balance$2,056,816$2,849,572▲ $792,756

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,316$47,022$55,338
Other Land Buildings$0$38,596$38,596
Other Assets Org$797,765--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yolanda MazyckChief Executive OfficerFT$143,595$17,554$161,149
Tresa WelchChief Operating OfficerFT$101,014$5,122$106,136

Board Members and Trustees

NameTitle
Michael OrleansImmediate Past President
Mary CassellPresident
Kimberly EdleyVice President
Deborah FisherDirector
Horacio ChaconDirector
Jenn CraneDirector
Patrick MaloneDirector
Roger HeymannDirector
Tina CampanellaDirector
Amy L BrooksSecretary
Patrick K HaleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$480,525
Program Service Revenue
$892,367
Investment Income
$35,828
Other Revenue
$-7,923
All Other Contributions
$444,375
Change in Net Assets
$-109,951

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,393,581
Revenue Not Reported on Financial Statements
$7,216
Revenue Not Reported on Form 990
$173,092
Total Revenue per Audited Statements
$1,566,673
Total Revenue per Form 990
$1,400,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,072,460
Other Expenses$438,288
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$508,603$169,534-$678,137
Current Officers, Directors, Trustees, and Key Employees$120,683$40,228-$160,911
Occupancy$106,812$35,604-$142,416
Pension Plan Contributions$60,326$20,109-$80,435
Other Employee Benefits$59,938$19,979-$79,917
Payroll Taxes$54,795$18,265-$73,060
Office Expenses$51,893$18,194-$70,087
Fees for Services Other$36,996$12,332-$49,328
Conferences and Meetings$25,361$8,454-$33,815
Travel$12,893$4,298-$17,191
Information Technology$12,310$4,103-$16,413
Fees for Services Accounting-$14,950-$14,950
All Other Expenses$9,109$3,036-$12,145
Fees for Services Legal$6,651$2,217-$8,868
Other Expenses$5,485$1,829-$7,314
Advertising$5,428$1,809-$7,237
Fees for Service Investment Mgmnt Fees-$7,216-$7,216
Depreciation Depletion$1,928$643-$2,571
Insurance$1,878$626-$2,504
Total Functional Expenses$1,116,435$394,313$0$1,510,748

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,547,755
Total Expenses per Form 990$1,510,748
Expenses per Audited Statements$1,503,532
Expenses Not Reported on Form 990$44,223
Expenses Not Reported on Financial Statements$7,216
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$44,223
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Dance$36,150-$1,606-
Total Events$36,150-$44,223$-44,223
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$808,867
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
Yes
Other officer compensation reviewed
Yes
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

“An electronic copy of form 990 is distributed to each board member prior to filing. The document is discussed at the next board meeting and all changes are incorporated into the return before it is electronically filed. Once confirmation is received that the return was accepted by the irs, a final copy is emailed to each board member.”

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

“Every board member is required to complete and sign a conflict of interest disclosure form annually - at the first regularly scheduled board meeting of the year. All conflicts are shared with the executive committee for enforcement. Board members are also required to disclose any changes in their status when changes occur.”

Form 990, Part VI, Section B, Line 15

“The executive director's salary is reviewed annually during the performance review process and is adjusted based on market rates and performance based on a recommendation of the executive committee.”

Form 990, Part VI, Section C, Line 19

“The governing documents are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Shared Horizons Inc
EIN
20-1281715
Phone
2024481460
Address
4301 CONNECTICUT AVE NW 140, WASHINGTON, DC 20008

Signing Officer

Name
Yolanda Mazyck
Title
Executive Director
Phone
2024481460
Signed
2024-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yolanda Mazyck
Formed
2004
Legal Domicile
Dc
Voting Board Members
11
Independent Board Members
11
Employees
12
Volunteers
11

Preparer

Firm
Renner and Company CPA Pc
Address
700 NORTH FAIRFAX STREET SUITE 400, ALEXANDRIA, VA 22314
Preparer
Adriel Henriquez Baires
Phone
7035351200
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Shared horizons has not changed its process regarding the oversight of the independent audit and selection of independent auditors during the fiscal year.”

Financial Statement Notes

PART X, LINE 2:

“In accounting for uncertainty in income taxes, accounting standards require an entity to recognize the financial statement impact of a tax position when it is more-likely-than-not that the position will not be sustained upon examination. Management evaluated the organization's tax position and concluded there are no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of the guidance.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses 44,223.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses 44,223.”

Raw XML AppendixShowing 400 of 594 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/FundraisingActivitiesInd01
IRS990/FundraisingAmt036150
IRS990/FundraisingDirectExpensesAmt044223
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-12757
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0117410
IRS990/GrossReceiptsAmt01575187
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04103
IRS990/InformationTechnologyGrp/ProgramServicesAmt012310
IRS990/InformationTechnologyGrp/TotalAmt016413
IRS990/InsuranceGrp/ManagementAndGeneralAmt0626
IRS990/InsuranceGrp/ProgramServicesAmt01878
IRS990/InsuranceGrp/TotalAmt02504
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt048585
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048585
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01312377
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01454843
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt085618
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04252
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08316
IRS990/LandBldgEquipCostOrOtherBssAmt093934
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0130167
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SHARED HORIZONS IS A TRUSTWORTHY AND PRUDENT CUSTODIAN OF ASSETS USING POOLED AND THIRD-PARTY TRUST VEHICLES TO SUPPORT THE TRUST AND QUALITY OF LIFE NEEDS OF CITIZENS WITH DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02013579
IRS990/NetAssetsOrFundBalancesEOYAmt02032497
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-12757
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-12757
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-44223
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-44223
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0128869
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02013579
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02032497
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt035604
IRS990/OccupancyGrp/ProgramServicesAmt0106812
IRS990/OccupancyGrp/TotalAmt0142416
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018194
IRS990/OfficeExpensesGrp/ProgramServicesAmt051893
IRS990/OfficeExpensesGrp/TotalAmt070087
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0797765
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019979
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt059938
IRS990/OtherEmployeeBenefitsGrp/TotalAmt079917
IRS990/OtherExpensesGrp/Desc0CHARITABLE FUNDS
IRS990/OtherExpensesGrp/Desc1OFFICE EQUIPMENT (<$500
IRS990/OtherExpensesGrp/Desc2STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05934
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12689
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22264
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31829
IRS990/OtherExpensesGrp/ProgramServicesAmt017802
IRS990/OtherExpensesGrp/ProgramServicesAmt110754
IRS990/OtherExpensesGrp/ProgramServicesAmt26790
IRS990/OtherExpensesGrp/ProgramServicesAmt35485
IRS990/OtherExpensesGrp/TotalAmt023736
IRS990/OtherExpensesGrp/TotalAmt113443
IRS990/OtherExpensesGrp/TotalAmt29054
IRS990/OtherExpensesGrp/TotalAmt37314
IRS990/OtherLiabilitiesGrp/BOYAmt04417
IRS990/OtherLiabilitiesGrp/EOYAmt0808867
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt036300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt036300
IRS990/OtherRevenueTotalAmt036300
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0169534
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0508603
IRS990/OtherSalariesAndWagesGrp/TotalAmt0678137
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018265
IRS990/PayrollTaxesGrp/ProgramServicesAmt054795
IRS990/PayrollTaxesGrp/TotalAmt073060
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt020109
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt060326
IRS990/PensionPlanContributionsGrp/TotalAmt080435
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01402
IRS990/PrincipalOfficerNm0YOLANDA MAZYCK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL FEES
IRS990/ProgramServiceRevenueGrp/Desc1TRUST ADMINISTRATIVE F
IRS990/ProgramServiceRevenueGrp/Desc2ENROLLMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0643171
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1161962
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt287234
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0643171
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1161962
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt287234
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01091645
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt027484
IRS990/PYOtherExpensesAmt0413179
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0815367
IRS990/PYRevenuesLessExpensesAmt0601479
IRS990/PYSalariesCompEmpBnftPaidAmt0919838
IRS990/PYTotalExpensesAmt01333017
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01934496
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-109951
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0928667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0480525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01091645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0482199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0780537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0516042
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03350948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt048585
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt027484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09317
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016520
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020432
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0122338
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03906433
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62150
IRS990ScheduleA/PublicSupportPY170Pct00.61030
IRS990ScheduleA/PublicSupportTotal170Amt02158734
IRS990ScheduleA/SubstantialContributorsTotAmt01192214
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0480525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01091645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0482199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0780537
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0516042
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03350948
IRS990ScheduleA/TotalSupportAmt03473286
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/EquipmentGrp/BookValueAmt08316
IRS990ScheduleD/EquipmentGrp/DepreciationAmt047022
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt055338
IRS990ScheduleD/ExpensesNotReportedAmt044223
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07216
IRS990ScheduleD/ExpensesSubtotalAmt01503532
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt07216
IRS990ScheduleD/InvestmentExpensesNotIncldAmt07216
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0128869
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0797765
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OPERATING RIGHT OF USE ASSET
IRS990ScheduleD/OtherExpensesIncludedAmt044223
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt038596
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038596
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0808867
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITIES
IRS990ScheduleD/OtherRevenueAmt044223
IRS990ScheduleD/RevenueNotReportedAmt0173092
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07216
IRS990ScheduleD/RevenueSubtotalAmt01393581

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,849,572
Liabilities
$817,075
Net assets
$2,032,497
Revenue
$1,400,797
Expenses
$1,510,748
Net income
-$109,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.74$2.33$1.96$1.66$0.30
2023Detailed filing. Detailed filing data is available for this year.$2.85$0.82$2.03$1.40$1.51$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.04$2.01$1.93$1.33$0.60
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.03$1.64$1.24$1.23$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.02$1.64$1.56$1.01$0.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.09$1.08$1.23$0.95$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.08$0.81$0.86$0.83$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.07$0.78$0.74$0.74$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.07$0.78$0.88$0.60$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.09$0.50$0.63$0.63$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.15$0.50$0.53$0.44$0.09
2013Summary only. Only limited summary data is available for this year.$0.57$0.16$0.41$0.64$0.39$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.04$0.16$0.34
2011Summary only. Only limited summary data is available for this year.$0.15$0.04$0.11$0.38$0.43$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.36