Civic Intelligence

Ivy Bound Academy Charter Middle School

990 • Fiscal year 2019 • EIN 20-5619990

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 09, 2020

15355 Morrison AvenueSherman Oaks, CA 91403

(818) 808-0158

Siviq Scores

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

Liabilities / Assets

39th percentile

0.04x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

32nd percentile

0.03x

Higher debt load relative to revenue than 32% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

61st percentile

$85,418

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-6.5%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$3,135,665

Up $443,314 (+16%) from 2018

Net Assets

Up

$3,022,974

Up $388,186 (+15%) from 2018

Liabilities

Up

$112,691

Up $55,128 (+96%) from 2018

Revenue

Down

$3,816,975

Down $264,367 (-6.5%) from 2018

Expenses

Down

$3,428,789

Down $112,882 (-3.2%) from 2018

Net Income

Down

$388,186

Down $151,485 (-28%) from 2018

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,179,343Liabilities 2011: $305,462Net Assets 2011: $873,8812011Assets 2012: $1,104,381Liabilities 2012: $10,966Net Assets 2012: $1,093,4152012Assets 2013: $1,113,891Liabilities 2013: $31,071Net Assets 2013: $1,082,8202013Assets 2014: $1,138,874Liabilities 2014: $104,385Net Assets 2014: $1,034,4892014Assets 2015: $1,564,235Liabilities 2015: $61,764Net Assets 2015: $1,502,4712015Assets 2016: $2,219,398Liabilities 2016: $47,754Net Assets 2016: $2,171,6442016Assets 2017: $2,173,688Liabilities 2017: $78,571Net Assets 2017: $2,095,1172017Assets 2018: $2,692,351Liabilities 2018: $57,563Net Assets 2018: $2,634,7882018Assets 2019: $3,135,665Liabilities 2019: $112,691Net Assets 2019: $3,022,9742019Assets 2020: $3,378,910Liabilities 2020: $86,145Net Assets 2020: $3,292,7652020Assets 2021: $3,876,923Liabilities 2021: $257,007Net Assets 2021: $3,619,9162021Assets 2022: $3,968,838Liabilities 2022: $293,530Net Assets 2022: $3,675,3082022Assets 2023: $7,495,364Liabilities 2023: $4,388,396Net Assets 2023: $3,106,9682023Assets 2024: $6,449,895Liabilities 2024: $4,000,275Net Assets 2024: $2,449,6202024

Highlighted filing

2019

Assets$3,135,665
Liabilities$112,691
Net Assets$3,022,974

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,925,437Expenses 2011: $1,627,366Net Income 2011: $298,0712011Revenue 2012: $2,000,999Expenses 2012: $1,781,466Net Income 2012: $219,5332012Revenue 2013: $1,787,456Expenses 2013: $1,798,050Net Income 2013: -$10,5942013Revenue 2014: $2,645,242Expenses 2014: $2,678,567Net Income 2014: -$33,3252014Revenue 2015: $3,511,208Expenses 2015: $3,043,226Net Income 2015: $467,9822015Revenue 2016: $4,008,035Expenses 2016: $3,338,862Net Income 2016: $669,1732016Revenue 2017: $3,971,246Expenses 2017: $4,047,773Net Income 2017: -$76,5272017Revenue 2018: $4,081,342Expenses 2018: $3,541,671Net Income 2018: $539,6712018Revenue 2019: $3,816,975Expenses 2019: $3,428,789Net Income 2019: $388,1862019Revenue 2020: $3,930,757Expenses 2020: $3,660,966Net Income 2020: $269,7912020Revenue 2021: $4,258,543Expenses 2021: $3,931,392Net Income 2021: $327,1512021Revenue 2022: $4,356,528Expenses 2022: $4,301,136Net Income 2022: $55,3922022Revenue 2023: $2,450,919Expenses 2023: $3,019,259Net Income 2023: -$568,3402023Revenue 2024: $2,290,916Expenses 2024: $2,948,264Net Income 2024: -$657,3482024

Highlighted filing

2019

Revenue$3,816,975
Expenses$3,428,789
Net Income$388,186
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 9, 2020
Return Version
2018v3.1
Gross Receipts
$3,816,975
Mission and Program Overview

Mission

EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,082,837$2,246,345▲ $163,508
Accounts Receivable$297,946$387,865▲ $89,919
Land, Buildings, and Equipment, Net$109,840$304,787▲ $194,947
Prepaid Expenses and Deferred Charges$89,729$84,666▼ $5,063
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 Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,692,352$3,135,665▲ $443,313
Other Assets Total$112,000$112,002▲ $2
Liabilities
Accounts Payable and Accrued Expenses$57,563$103,866▲ $46,303
Deferred Revenue-$8,825-
Other Liabilities$1--
Total Liabilities$57,564$112,691▲ $55,127
Net Assets / Fund Balance
Unrestricted Net Assets$2,278,050$2,978,554▲ $700,504
Temporarily Rstr Net Assets$356,738$44,420▼ $312,318
Total Net Assets Fund Balance$2,634,788$3,022,974▲ $388,186
Total Liabilities and Net Assets / Fund Balance$2,692,352$3,135,665▲ $443,313

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$61,120--
Equipment$26,426$151,978-
Leasehold Improvements$217,241$431,203-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maryam SoboutiFoundation Mgr.FT$85,418-$85,418
Michael ParisDirectorFT$58,316$13,388$71,704
Amanda HornerDirectorFT$58,183$12,931$71,114

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,787,652
Program Service Revenue
$26,221
Investment Income
$3,102
Other Revenue
$0
All Other Contributions
$74,330
Change in Net Assets
$388,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,040,196
Other Expenses$1,388,593
Total Fundraising Expense$19,126
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,111,411$284,321-$1,395,732
Occupancy$601,835--$601,835
Other Employee Benefits$144,313$60,799-$205,112
Current Officers, Directors, Trustees, and Key Employees-$201,917-$201,917
Pension Plan Contributions$134,000$58,075-$192,075
Fees for Services Other$82,948$66,448-$149,396
Fees for Services Management-$131,496-$131,496
Depreciation Depletion$70,158--$70,158
Information Technology$47,369--$47,369
Payroll Taxes$31,439$13,921-$45,360
Insurance-$32,694-$32,694
Office Expenses$25,786--$25,786
Other Expenses$18,477$12,718$19,126$18,477
Fees for Services Legal-$18,287-$18,287
Fees for Services Accounting-$8,800-$8,800
Conferences and Meetings$8,437--$8,437
Advertising-$1,295-$1,295
Travel$94--$94
Total Functional Expenses$2,514,930$894,733$19,126$3,428,789
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kiumars ArzaniMarried to ManagerWagesNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
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, Line 11B: Form 990 Review Process

The executive director reviews the form 990 and then presents it to the board of directors

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The charter document provides the structure for governance of ivy bound academy charter schools including policies, procedures, conflict of interest and conflict resolution. From time to time the need for policy review is required and this is accomplished in a board of directors meeting, open to the public and duly noted. Minutes and copies of support documents are maintained in the recording secretary's care.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The board meets annual to evaluate and determine compensation for the executive director and the principal

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The process is the same process used to determine compensation and approval of ceo, executive director and top management.

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

All governing documents are maintained at the school and are available upon request.

Filing and Contact Details

Filer

Filer Name
Ivy Bound Academy
EIN
20-5619990
Phone
8188080158
Address
15355 MORRISON AVENUE, SHERMAN OAKS, CA 91403

Signing Officer

Name
Dr Stephen Bluestein
Title
Executive Director
Signed
2020-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Stephen Bluestein
Formed
2007
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
45

Preparer

Firm
Wilkinson Hadley King & Co LLP
Address
218 W Douglas Ave, El Cajon, CA 92020
Preparer
Kevin Sproul
Phone
6194476700
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The school follows provisions of uncertain tax positions as addressed in asc 958. The school recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when applicable.

Raw XML AppendixShowing 400 of 446 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/OtherEmployeeBenefitsGrp/TotalAmt0205112
IRS990/OtherExpensesGrp/Desc0TEXTBOOKS & SUPPLIES
IRS990/OtherExpensesGrp/Desc1SPECIAL EDUCATION ENCROACHMENT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3STUDENT TRANSPORTATION
IRS990/OtherExpensesGrp/FundraisingAmt019126
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03962
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112718
IRS990/OtherExpensesGrp/ProgramServicesAmt0184655
IRS990/OtherExpensesGrp/ProgramServicesAmt154008
IRS990/OtherExpensesGrp/ProgramServicesAmt218477
IRS990/OtherExpensesGrp/TotalAmt0188617
IRS990/OtherExpensesGrp/TotalAmt154008
IRS990/OtherExpensesGrp/TotalAmt231844
IRS990/OtherExpensesGrp/TotalAmt318477
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0284321
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01111411
IRS990/OtherSalariesAndWagesGrp/TotalAmt01395732
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013921
IRS990/PayrollTaxesGrp/ProgramServicesAmt031439
IRS990/PayrollTaxesGrp/TotalAmt045360
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt058075
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0134000
IRS990/PensionPlanContributionsGrp/TotalAmt0192075
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt089729
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt084666
IRS990/PrincipalOfficerNm0DR STEPHEN BLUESTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT LUNCH INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026221
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026221
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04045723
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0884
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01442093
IRS990/PYProgramServiceRevenueAmt034735
IRS990/PYRevenuesLessExpensesAmt0539671
IRS990/PYSalariesCompEmpBnftPaidAmt02099578
IRS990/PYTotalExpensesAmt03541671
IRS990/PYTotalRevenueAmt04081342
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0388186
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt026426
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0151978
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0178404
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0217241
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0431203
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0648444
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt061120
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt061120
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL FOLLOWS PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN ASC 958. THE SCHOOL RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0304787
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOLS HAVE BINDERS THAT CONTAIN ALL POLICIES, INCLUDING NON DISCRIMINATORY POLICIES IN THE FRONT OFFICES AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KIUMARS ARZANI
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0MARRIED TO MANAGER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0WAGES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 AND THEN PRESENTS IT TO THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHARTER DOCUMENT PROVIDES THE STRUCTURE FOR GOVERNANCE OF IVY BOUND ACADEMY CHARTER SCHOOLS INCLUDING POLICIES, PROCEDURES, CONFLICT OF INTEREST AND CONFLICT RESOLUTION. FROM TIME TO TIME THE NEED FOR POLICY REVIEW IS REQUIRED AND THIS IS ACCOMPLISHED IN A BOARD OF DIRECTORS MEETING, OPEN TO THE PUBLIC AND DULY NOTED. MINUTES AND COPIES OF SUPPORT DOCUMENTS ARE MAINTAINED IN THE RECORDING SECRETARY'S CARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MEETS ANNUAL TO EVALUATE AND DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND THE PRINCIPAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS IS THE SAME PROCESS USED TO DETERMINE COMPENSATION AND APPROVAL OF CEO, EXECUTIVE DIRECTOR AND TOP MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS ARE MAINTAINED AT THE SCHOOL AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0356738
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt044420
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02692352
IRS990/TotalAssetsEOYAmt03135665
IRS990/TotalAssetsGrp/BOYAmt02692352
IRS990/TotalAssetsGrp/EOYAmt03135665
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03787652
IRS990/TotalEmployeeCnt045
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt019126
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0894733
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02514930
IRS990/TotalFunctionalExpensesGrp/TotalAmt03428789
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt057564
IRS990/TotalLiabilitiesEOYAmt0112691
IRS990/TotalLiabilitiesGrp/BOYAmt057564
IRS990/TotalLiabilitiesGrp/EOYAmt0112691
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02634788
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03022974
IRS990/TotalOtherCompensationAmt026319

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.45$4.00$2.45$2.29$2.95$0.66
2023Detailed filing. Detailed filing data is available for this year.$7.50$4.39$3.11$2.45$3.02$0.57
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.29$3.68$4.36$4.30$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.88$0.26$3.62$4.26$3.93$0.33
2020Detailed filing. Detailed filing data is available for this year.$3.38$0.09$3.29$3.93$3.66$0.27
2019Detailed filing. Detailed filing data is available for this year.$3.14$0.11$3.02$3.82$3.43$0.39
2018Detailed filing. Detailed filing data is available for this year.$2.69$0.06$2.63$4.08$3.54$0.54
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.08$2.10$3.97$4.05$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.22$0.05$2.17$4.01$3.34$0.67
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.06$1.50$3.51$3.04$0.47
2014Summary only. Only limited summary data is available for this year.$1.14$0.10$1.03$2.65$2.68$0.03
2013Summary only. Only limited summary data is available for this year.$1.11$0.03$1.08$1.79$1.80$0.01
2012Summary only. Only limited summary data is available for this year.$1.10$0.01$1.09$2.00$1.78$0.22
2011Summary only. Only limited summary data is available for this year.$1.18$0.31$0.87$1.93$1.63$0.30