Civic Intelligence

Jefferson-Lewis Etal School Employees Health Plan

990 • Fiscal year 2020 • EIN 22-2329543

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

Organization ProfileN/A
PO Box 456Clayton, NY 13624

(315) 686-2615

Siviq Scores

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

Liabilities / Assets

74th percentile

0.21x

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.16x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

56th percentile

6.5%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

58th percentile

9.7%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

0.4%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$57,618,386

Up $5,079,708 (+9.7%) from 2019

Net Assets

Up

$45,270,158

Up $5,321,077 (+13%) from 2019

Liabilities

Down

$12,348,228

Down $241,369 (-1.9%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin56th percentile

Revenue

Up

$76,531,810

Up $316,312 (+0.4%) from 2019

Expenses

Down

$71,540,190

Down $2,952,198 (-4.0%) from 2019

Net Income

Up

$4,991,620

Up $3,268,510 (+190%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$80M$60M$40M$20M$0Assets 2011: $24,694,453Liabilities 2011: $8,706,488Net Assets 2011: $15,987,9652011Assets 2012: $29,645,594Liabilities 2012: $9,638,116Net Assets 2012: $20,007,4782012Assets 2013: $35,486,075Liabilities 2013: $9,222,837Net Assets 2013: $26,263,2382013Assets 2014: $38,064,873Liabilities 2014: $10,269,345Net Assets 2014: $27,795,5282014Assets 2015: $37,218,064Liabilities 2015: $10,973,429Net Assets 2015: $26,244,6352015Assets 2016: $40,721,478Liabilities 2016: $10,885,678Net Assets 2016: $29,835,8002016Assets 2017: $45,358,577Liabilities 2017: $11,974,428Net Assets 2017: $33,384,1492017Assets 2018: $49,853,613Liabilities 2018: $11,707,724Net Assets 2018: $38,145,8892018Assets 2019: $52,538,678Liabilities 2019: $12,589,597Net Assets 2019: $39,949,0812019Assets 2020: $57,618,386Liabilities 2020: $12,348,228Net Assets 2020: $45,270,1582020Assets 2021: $59,912,417Liabilities 2021: $13,102,195Net Assets 2021: $46,810,2222021Assets 2022: $56,949,018Liabilities 2022: $14,489,023Net Assets 2022: $42,459,9952022Assets 2023: $61,086,773Liabilities 2023: $15,262,299Net Assets 2023: $45,824,4742023Assets 2024: $51,319,887Liabilities 2024: $17,817,591Net Assets 2024: $33,502,2962024Assets 2025: $41,163,015Liabilities 2025: $18,290,907Net Assets 2025: $22,872,1082025

Highlighted filing

2020

Assets$57,618,386
Liabilities$12,348,228
Net Assets$45,270,158
Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

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

$100M$50M$0-$50MExpenses 2011: $51,068,3982011Expenses 2012: $51,007,6132012Expenses 2013: $52,258,3772013Revenue 2014: $60,370,054Expenses 2014: $58,837,764Net Income 2014: $1,532,2902014Revenue 2015: $62,891,688Expenses 2015: $64,442,581Net Income 2015: -$1,550,8932015Revenue 2016: $67,239,585Expenses 2016: $63,648,420Net Income 2016: $3,591,1652016Revenue 2017: $70,918,735Expenses 2017: $67,370,386Net Income 2017: $3,548,3492017Revenue 2018: $73,585,642Expenses 2018: $68,836,730Net Income 2018: $4,748,9122018Revenue 2019: $76,215,498Expenses 2019: $74,492,388Net Income 2019: $1,723,1102019Revenue 2020: $76,531,810Expenses 2020: $71,540,190Net Income 2020: $4,991,6202020Revenue 2021: $77,230,280Expenses 2021: $75,511,163Net Income 2021: $1,719,1172021Revenue 2022: $77,589,175Expenses 2022: $81,996,198Net Income 2022: -$4,407,0232022Revenue 2023: $85,163,153Expenses 2023: $81,831,830Net Income 2023: $3,331,3232023Revenue 2024: $85,865,173Expenses 2024: $98,339,147Net Income 2024: -$12,473,9742024Revenue 2025: $88,332,721Expenses 2025: $98,906,556Net Income 2025: -$10,573,8352025

Highlighted filing

2020

Revenue$76,531,810
Expenses$71,540,190
Net Income$4,991,620
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$104,492,298
Mission and Program Overview

Mission

Provides health care benefits for various school districts in jeff-lewis counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$51,613,521$56,871,569▲ $5,258,048
Accounts Receivable$800,628$401,217▼ $399,411
Cash and Non-Interest-Bearing Accounts$124,529$345,600▲ $221,071
Total Assets$52,538,678$57,618,386▲ $5,079,708
Liabilities
Other Liabilities$12,516,863$12,213,418▼ $303,445
Accounts Payable and Accrued Expenses$72,734$134,810▲ $62,076
Total Liabilities$12,589,597$12,348,228▼ $241,369
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$39,949,081$45,270,158▲ $5,321,077
Total Net Assets Fund Balance$39,949,081$45,270,158▲ $5,321,077
Total Liabilities and Net Assets / Fund Balance$52,538,678$57,618,386▲ $5,079,708
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Todd GreenPlan Chairperson
Patricia LabarrVice Chair
Angela PicunasDesignee
Barry YetteDesignee
Brianne KirchoffDesignee
Cathy HaugDesignee
Julie GayneDesignee
Kerry YoungDesignee
Lisa SmithDesignee
Nicole ParliamentDesignee
Randy MyersDesignee
Sandra RiversDesignee
Sandy Dudley-rooneyDesignee
Scott LutherDesignee
Stephen MagovneyDesignee
Troy DeckerDesignee
Judith CurtisEnrollee
Lisa IngersonEnrollee
Michael PowersEnrollee
Michelle TraynorTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
United Health GroupProc. Claims3100 AMS BLVD, Green Bay, WI 54313$2,565,840
Strategic Innovation Solutions LLCPlan ManagerPO BOX 456, Clayton, NY 13624$165,903
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$75,556,792
Investment Income
$675,156
Other Revenue
$299,862
Change in Net Assets
$4,991,620

Audited Revenue Reconciliation

Revenue per Audited Statements
$76,531,810
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$329,457
Total Revenue per Audited Statements
$76,861,267
Total Revenue per Form 990
$76,531,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,126,574
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
Benefits to Members$67,413,616--$67,413,616
All Other Expenses$73,419$2,256-$75,675
Insurance-$65,568-$65,568
Fees for Services Other-$61,848-$61,848
Other Expenses$425,846$56,760-$56,760
Fees for Services Accounting-$41,278-$41,278
Fees for Services Legal-$6,899-$6,899
Office Expenses-$5,695-$5,695
Total Functional Expenses$71,133,983$406,207$0$71,540,190

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$71,540,190
Total Expenses per Audited Statements$71,540,190
Total Expenses per Form 990$71,540,190
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred But Not Reported$12,213,418
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The healthcare plan uses strategic innovative solutions llc to perform the daily plan duties.”

Form 990, Part VI, Section B, Line 11B

“A copy of the return was sent to the plan manager and the board chair for review and approval prior to e-filing.”

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

“Members are required to annually sign a statement that they have a copy of the policy, that they have agreed to comply with the policy and that they have disclosed any activities that may be considered a conflict.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request by members.”

Filing and Contact Details

Filer

Filer Name
Jeff-lewis Et Al Sch Emp Hc Plan
EIN
22-2329543
Phone
3156862615
Address
PO BOX 456, CLAYTON, NY 13624

Signing Officer

Name
Todd Green
Title
Plan Chairperson
Phone
3156862615
Signed
2020-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Green
Formed
1979
Legal Domicile
Ny
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
0

Preparer

Firm
Bowers & Company Cpas Pllc
Address
1120 COMMERCE PARK DRIVE EAST, WATERTOWN, NY 13601
Preparer
Liz Bush
Phone
3157887690
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Finance/audit committee oversees and approves independent audit.”

Financial Statement Notes

PART X, LINE 2:

“The plan is exempt from income taxes under internal revenue code section 501(c)(9). The plan's form 990, return of organization exempt from income tax, for the tax years ended 2018, 2017, and 2016 are subject to examination by the irs, generally for three years after they are filed. The plan has determined that there are no uncertain tax positions and that the organization should prevail upon examination by taxing authorities.”

Raw XML AppendixShowing 400 of 453 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/ActivityOrMissionDesc0PROVIDES HEALTH CARE BENEFITS FOR VARIOUS SCHOOL DISTRICTS IN JEFF-LEWIS COUNTIES.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14ENROLLEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15ENROLLEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16ENROLLEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17PLAN CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0171512
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt028132000
IRS990/GrossReceiptsAmt0104492298
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt065568
IRS990/InsuranceGrp/TotalAmt065568
IRS990/InvestmentIncomeGrp/ExclusionAmt0503644
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0503644
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt027960488
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDES HEALTH CARE BENEFITS FOR VARIOUS SCHOOL DISTRICTS IN JEFF-LEWIS COUNTIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt039949081
IRS990/NetAssetsOrFundBalancesEOYAmt045270158
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0171512
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0171512
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0329457
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt039949081
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt045270158
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05695
IRS990/OfficeExpensesGrp/TotalAmt05695
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TPA FEES
IRS990/OtherExpensesGrp/Desc1REINSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc2PLAN MANAGER
IRS990/OtherExpensesGrp/Desc3CONSULTANT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0165903
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt156760
IRS990/OtherExpensesGrp/ProgramServicesAmt03221102
IRS990/OtherExpensesGrp/ProgramServicesAmt1425846
IRS990/OtherExpensesGrp/TotalAmt03221102
IRS990/OtherExpensesGrp/TotalAmt1425846
IRS990/OtherExpensesGrp/TotalAmt2165903
IRS990/OtherExpensesGrp/TotalAmt356760
IRS990/OtherLiabilitiesGrp/BOYAmt012516863
IRS990/OtherLiabilitiesGrp/EOYAmt012213418
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0PERFORMANCE GUARANTEE PAYMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0299862
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0299862
IRS990/OtherRevenueTotalAmt0299862
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TODD GREEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0HEALTH CARE PREMIUMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt075556792
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt075556792
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt070914252
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01056889
IRS990/PYOtherExpensesAmt03578136
IRS990/PYOtherRevenueAmt0484306
IRS990/PYProgramServiceRevenueAmt074674303
IRS990/PYRevenuesLessExpensesAmt01723110
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt074492388
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt076215498
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04991620
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt078856654
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051613521
IRS990/SavingsAndTempCashInvstGrp/EOYAmt056871569
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt071540190
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0329457
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012213418
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/RevenueNotReportedAmt0329457
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt076531810
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(9). THE PLAN'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE TAX YEARS ENDED 2018, 2017, AND 2016 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE PLAN HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AND THAT THE ORGANIZATION SHOULD PREVAIL UPON EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt071540190
IRS990ScheduleD/TotalLiabilityAmt012213418
IRS990ScheduleD/TotalRevenuePerForm990Amt076531810
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt076861267
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt071540190
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE HEALTHCARE PLAN USES STRATEGIC INNOVATIVE SOLUTIONS LLC TO PERFORM THE DAILY PLAN DUTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN WAS SENT TO THE PLAN MANAGER AND THE BOARD CHAIR FOR REVIEW AND APPROVAL PRIOR TO E-FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ARE REQUIRED TO ANNUALLY SIGN A STATEMENT THAT THEY HAVE A COPY OF THE POLICY, THAT THEY HAVE AGREED TO COMPLY WITH THE POLICY AND THAT THEY HAVE DISCLOSED ANY ACTIVITIES THAT MAY BE CONSIDERED A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST BY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCE/AUDIT COMMITTEE OVERSEES AND APPROVES INDEPENDENT AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt052538678
IRS990/TotalAssetsEOYAmt057618386
IRS990/TotalAssetsGrp/BOYAmt052538678
IRS990/TotalAssetsGrp/EOYAmt057618386
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0406207
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt071133983
IRS990/TotalFunctionalExpensesGrp/TotalAmt071540190
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012589597
IRS990/TotalLiabilitiesEOYAmt012348228
IRS990/TotalLiabilitiesGrp/BOYAmt012589597
IRS990/TotalLiabilitiesGrp/EOYAmt012348228
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt039949081
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt045270158
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt071133983
IRS990/TotalProgramServiceRevenueAmt075556792
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0675156

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,618,386
Liabilities
$12,348,228
Net assets
$45,270,158
Revenue
$76,531,810
Expenses
$71,540,190
Net income
$4,991,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$41.2$18.3$22.9$88.3$98.9$10.6
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.3$17.8$33.5$85.9$98.3$12.5
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.1$15.3$45.8$85.2$81.8$3.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.9$14.5$42.5$77.6$82.0$4.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.9$13.1$46.8$77.2$75.5$1.72
2020Detailed filing. Detailed filing data is available for this year.$57.6$12.3$45.3$76.5$71.5$4.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.5$12.6$39.9$76.2$74.5$1.72
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.9$11.7$38.1$73.6$68.8$4.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.4$12.0$33.4$70.9$67.4$3.55
2016Detailed filing. Detailed filing data is available for this year.$40.7$10.9$29.8$67.2$63.6$3.59
2015Detailed filing. Detailed filing data is available for this year.$37.2$11.0$26.2$62.9$64.4$1.55
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.1$10.3$27.8$60.4$58.8$1.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.5$9.22$26.3$52.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.6$9.64$20.0$51.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$8.71$16.0$51.1