Civic Intelligence

Houston Symphony Endowment

990 • Fiscal year 2018 • EIN 20-8350227

Jun 01, 2017 to May 31, 2018 • Filed on Apr 12, 2019

Organization ProfileN/A
615 Louisiana StHouston, TX 77002

(713) 224-4240

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

2nd percentile

0.00x

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

62nd percentile

8.5%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

57th percentile

4.4%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

69%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$77,875,481

Up $3,264,966 (+4.4%) from 2017

Net Assets

Up

$77,875,481

Up $3,264,966 (+4.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin62nd percentile

Revenue

Up

$4,484,463

Up $1,827,563 (+69%) from 2017

Expenses

Down

$4,103,735

Down $1,036,639 (-20%) from 2017

Net Income

Up

$380,728

Up $2,864,202 (+115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$100M$50M$0Assets 2011: $70,195,468Liabilities 2011: $0Net Assets 2011: $70,195,4682011Assets 2012: $66,511,868Liabilities 2012: $0Net Assets 2012: $66,511,8682012Assets 2013: $71,276,690Liabilities 2013: $0Net Assets 2013: $71,276,6902013Assets 2014: $73,729,642Liabilities 2014: $0Net Assets 2014: $73,729,6422014Assets 2015: $75,501,151Liabilities 2015: $0Net Assets 2015: $75,501,1512015Assets 2016: $72,640,980Liabilities 2016: $0Net Assets 2016: $72,640,9802016Assets 2017: $74,610,515Liabilities 2017: $0Net Assets 2017: $74,610,5152017Assets 2018: $77,875,481Liabilities 2018: $0Net Assets 2018: $77,875,4812018Assets 2019: $75,471,987Liabilities 2019: $0Net Assets 2019: $75,471,9872019Assets 2020: $73,523,933Liabilities 2020: $0Net Assets 2020: $73,523,9332020Assets 2021: $90,419,052Liabilities 2021: $0Net Assets 2021: $90,419,0522021Assets 2022: $87,456,110Liabilities 2022: $5,177Net Assets 2022: $87,450,9332022Assets 2023: $86,515,822Liabilities 2023: $0Net Assets 2023: $86,515,8222023

Highlighted filing

2018

Assets$77,875,481
Liabilities$0
Net Assets$77,875,481
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,509,832Expenses 2011: $3,943,476Net Income 2011: -$2,433,6442011Expenses 2012: $4,128,8082012Expenses 2013: $4,589,9552013Revenue 2014: $6,120,692Expenses 2014: $4,156,952Net Income 2014: $1,963,7402014Revenue 2015: $8,289,366Expenses 2015: $4,305,282Net Income 2015: $3,984,0842015Revenue 2016: $2,215,472Expenses 2016: $4,563,949Net Income 2016: -$2,348,4772016Revenue 2017: $2,656,900Expenses 2017: $5,140,374Net Income 2017: -$2,483,4742017Revenue 2018: $4,484,463Expenses 2018: $4,103,735Net Income 2018: $380,7282018Revenue 2019: $2,200,422Expenses 2019: $3,791,934Net Income 2019: -$1,591,5122019Revenue 2020: $2,650,050Expenses 2020: $5,469,767Net Income 2020: -$2,819,7172020Revenue 2021: $3,639,134Expenses 2021: $3,656,998Net Income 2021: -$17,8642021Revenue 2022: $3,071,634Expenses 2022: $4,034,226Net Income 2022: -$962,5922022Revenue 2023: $5,113,564Expenses 2023: $4,500,976Net Income 2023: $612,5882023

Highlighted filing

2018

Revenue$4,484,463
Expenses$4,103,735
Net Income$380,728
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Apr 12, 2019
Return Version
2017v2.2
Gross Receipts
$6,953,178
Mission and Program Overview

Mission

To support the operations of the Houston Symphony Society.

The Houston Symphony Endowment's sole purpose is to support the operations of the Houston Symphony Society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$37,389,581$40,462,329▲ $3,072,748
Investments in Publicly Traded Securities$26,143,801$25,652,138▼ $491,663
Pledges and Grants Receivable$6,861,307$7,330,697▲ $469,390
Savings and Temporary Cash Investments$2,793,871$3,808,230▲ $1,014,359
Land, Buildings, and Equipment, Net$480,000$480,000→ $0
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$74,610,515$77,875,481▲ $3,264,966
Other Assets Total$941,955$142,087▼ $799,868
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$77,298,212$77,865,566▲ $567,354
Temporarily Rstr Net Assets-$2,187,261-
Unrestricted Net Assets$-2,687,697$-2,177,346▲ $510,351
Total Net Assets Fund Balance$74,610,515$77,875,481▲ $3,264,966
Total Liabilities and Net Assets / Fund Balance$74,610,515$77,875,481▲ $3,264,966

Asset Categories

AssetBook ValueDepreciationBasis
Land$480,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$74,610,515$1,339,204▲ $5,996,874-$77,875,481
2016$72,640,980$553,844▲ $6,524,797-$74,610,515
2015$75,501,151$4,109,801▼ $2,437,539-$72,640,980
2014$73,729,642$3,711,580▲ $2,331,320-$75,501,151
2013$71,276,690$76,808▲ $6,500,460-$73,729,642
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Alexandra PrunerPresident
Fredric WeberTrustee
Gene DewhurstTrustee
James LeeTrustee
Jerry SimonTrustee
William Toomey IITrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,339,204
Program Service Revenue
$0
Investment Income
$3,069,981
Other Revenue
$75,278
All Other Contributions
$1,339,204
Change in Net Assets
$380,728

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,451,840
Revenue Not Reported on Financial Statements
$32,623
Revenue Not Reported on Form 990
$2,884,238
Total Revenue per Audited Statements
$7,336,078
Total Revenue per Form 990
$4,484,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,071,112
Other Expenses$32,623
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,071,112--$4,071,112
Fees for Service Investment Mgmnt Fees-$32,623-$32,623
Total Functional Expenses$4,071,112$32,623$0$4,103,735

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,103,735
Expenses per Audited Statements$4,071,112
Total Expenses per Audited Statements$4,071,112
Expenses Not Reported on Financial Statements$32,623
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Houston Symphony SocietyHouston, TX501(c)(3)Support on-going operations$3,671,112
Houston Symphony SocietyHouston, TX501(c)(3)Administration & fundraising exps$400,000
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-
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The officers of the Houston Symphony Society ("Society") designate for three-year terms qualified persons to succeed the directors whose terms next expire. At least one of such persons designated annually to serve as director must be a person who is serving as a member of the Board of Trustees of the Society at the time of such person's designation as a director. The President of the Society may not be designated to serve as a voting member of the Board of Directors of the Endowment.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The Certificate of Formation may only be amended with the joint approval of the governing body of the Houston Symphony Society and the Houston Symphony Endowment.”

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

“The Houston Symphony Endowment's Form 990 is reviewed by the President of the Endowment Board, along with the CEO and the Director of Finance of the Houston Symphony Society. The Form is sent electronically to all Trustees prior to the form being filed with the IRS.”

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

“Each year the Board discusses any potential conflicts of interest that are brought to their attention based on the policy statements signed by Board members.”

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

“The Houston Symphony Endowment makes its financial statements available on the Houston Symphony Society website. Financial statements, conflict of interest policy and any of its governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Houston Symphony Endowment
EIN
20-8350227
Phone
7132244240
Address
615 Louisiana St, Houston, TX 77002

Signing Officer

Name
Alexandra Pruner
Title
President
Signed
2019-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexandra Pruner
Formed
2006
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
9

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The Board of Trustees review the financial statements and the Form 990.”

Part V & VI - Employees and policies

“The Endowment has no employees. All management functions are performed by employees of the Society. The Society has all appropriate policies in place, including a whistleblower and document retention policies.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Houston Symphony Endowment (the Endowment) was established to support the operations of the Houston Symphony Society. The Endowment holds contributed funds in perpetuity, invests those funds, and makes contributions from time to time to the Society. Such contributions must meet the stated restrictions of donors as well as the current policies of the Endowment. The Endowment is governed by a Board of Directors who are elected by the officers of the Board of Directors of the Society.”

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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/PrincipalOfficerNm0Alexandra Pruner
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IRS990/PYTotalExpensesAmt05140374
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IRS990/ReconcilationRevenueExpnssAmt0380728
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IRS990/RentalIncomeOrLossGrp/RealAmt060000
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt015278
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt015278
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02793871
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03808230
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04071112
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Houston Symphony Society
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt04071112
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt074610515
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01339204
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt077875481
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt04071112
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05996874
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt072640980
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0553844
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt074610515
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt05109106
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06524797
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt075501151
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04109801
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt072640980
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt04532433
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2437539
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt073729642
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt075501151
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02331320
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt071276690
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt076808
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt073729642
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt04124316
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06500460
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt032623
IRS990ScheduleD/ExpensesSubtotalAmt04071112
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt032623
IRS990ScheduleD/InvestmentExpensesNotIncldAmt032623
IRS990ScheduleD/LandGrp/BookValueAmt0480000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0480000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02884238
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.99990
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt02884238
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt032623
IRS990ScheduleD/RevenueSubtotalAmt04451840
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Houston Symphony Endowment (the Endowment) was established to support the operations of the Houston Symphony Society. The Endowment holds contributed funds in perpetuity, invests those funds, and makes contributions from time to time to the Society. Such contributions must meet the stated restrictions of donors as well as the current policies of the Endowment. The Endowment is governed by a Board of Directors who are elected by the officers of the Board of Directors of the Society.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00010
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0480000
IRS990ScheduleD/TotalBookValueSecuritiesAmt040462329
IRS990ScheduleD/TotalExpensesPerForm990Amt04103735
IRS990ScheduleD/TotalRevenuePerForm990Amt04484463
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07336078
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04071112
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt03671112
IRS990ScheduleI/RecipientTable/CashGrantAmt1400000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support on-going operations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Administration & fundraising exps
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Houston Symphony Society
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Houston Symphony Society
IRS990ScheduleI/RecipientTable/RecipientEIN0741157373
IRS990ScheduleI/RecipientTable/RecipientEIN1741157373
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0615 Louisiana
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1615 Louisiana
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Houston
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Houston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077002
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd177002
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Endowment Trustees require regular updates from the Houston Symphony Societys management team. The grant for on-going operations is partially based on the Endowment's investment performance. The Endowment Trustees have chosen to provide support for administrative and fundraising efforts by the Society on behalf of the Endowment.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The officers of the Houston Symphony Society ("Society") designate for three-year terms qualified persons to succeed the directors whose terms next expire. At least one of such persons designated annually to serve as director must be a person who is serving as a member of the Board of Trustees of the Society at the time of such person's designation as a director. The President of the Society may not be designated to serve as a voting member of the Board of Directors of the Endowment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Certificate of Formation may only be amended with the joint approval of the governing body of the Houston Symphony Society and the Houston Symphony Endowment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Houston Symphony Endowment's Form 990 is reviewed by the President of the Endowment Board, along with the CEO and the Director of Finance of the Houston Symphony Society. The Form is sent electronically to all Trustees prior to the form being filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Each year the Board discusses any potential conflicts of interest that are brought to their attention based on the policy statements signed by Board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Houston Symphony Endowment makes its financial statements available on the Houston Symphony Society website. Financial statements, conflict of interest policy and any of its governing documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Board of Trustees review the financial statements and the Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Endowment has no employees. All management functions are performed by employees of the Society. The Society has all appropriate policies in place, including a whistleblower and document retention policies.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2: Change of Oversight or Selection Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part V & VI - Employees and policies
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Symphony Orchestra

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,875,481
Liabilities
$0
Net assets
$77,875,481
Revenue
$4,484,463
Expenses
$4,103,735
Net income
$380,728
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$86.5$0.00$86.5$5.11$4.50$0.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.5$0.01$87.5$3.07$4.03$0.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.4$0.00$90.4$3.64$3.66$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.5$0.00$73.5$2.65$5.47$2.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.5$0.00$75.5$2.20$3.79$1.59
2018Detailed filing. Detailed filing data is available for this year.$77.9$0.00$77.9$4.48$4.10$0.38
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.6$0.00$74.6$2.66$5.14$2.48
2016Detailed filing. Detailed filing data is available for this year.$72.6$0.00$72.6$2.22$4.56$2.35
2015Detailed filing. Detailed filing data is available for this year.$75.5$0.00$75.5$8.29$4.31$3.98
2014Detailed filing. Detailed filing data is available for this year.$73.7$0.00$73.7$6.12$4.16$1.96
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.3$0.00$71.3$4.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.5$0.00$66.5$4.13
2011Summary only. Only limited summary data is available for this year.$70.2$0.00$70.2$1.51$3.94$2.43