Civic Intelligence

Champlain Valley Agency on Aging

990 • Fiscal year 2020 • EIN 22-2474636

Oct 01, 2019 to Sep 30, 2020 • Filed on Jul 19, 2021

875 Roosevelt Highway No 210Colchester, VT 05446

(802) 865-0360

Siviq Scores

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

Liabilities / Assets

71st percentile

0.41x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.28x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

42nd percentile

1.3%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

65th percentile

$157,535

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

80th percentile

27%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$4,922,745

Up $1,061,251 (+27%) from 2019

Net Assets

Up

$2,899,152

Up $102,188 (+3.7%) from 2019

Liabilities

Up

$2,023,593

Up $959,063 (+90%) from 2019

Revenue

Up

$7,330,294

Up $830,618 (+13%) from 2019

Expenses

Up

$7,232,255

Up $749,128 (+12%) from 2019

Net Income

Up

$98,039

Up $81,490 (+492%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,793,111Liabilities 2010: $835,560Net Assets 2010: $1,957,5512010Assets 2011: $2,636,374Liabilities 2011: $637,401Net Assets 2011: $1,998,9732011Assets 2012: $2,917,098Liabilities 2012: $745,788Net Assets 2012: $2,171,3102012Assets 2013: $3,025,940Liabilities 2013: $790,364Net Assets 2013: $2,235,5762013Assets 2014: $3,115,236Liabilities 2014: $826,948Net Assets 2014: $2,288,2882014Assets 2015: $3,070,453Liabilities 2015: $744,133Net Assets 2015: $2,326,3202015Assets 2016: $2,805,295Liabilities 2016: $464,613Net Assets 2016: $2,340,6822016Assets 2017: $2,683,642Liabilities 2017: $462,912Net Assets 2017: $2,220,7302017Assets 2018: $3,248,624Liabilities 2018: $459,782Net Assets 2018: $2,788,8422018Assets 2019: $3,861,494Liabilities 2019: $1,064,530Net Assets 2019: $2,796,9642019Assets 2020: $4,922,745Liabilities 2020: $2,023,593Net Assets 2020: $2,899,1522020Assets 2021: $4,778,126Liabilities 2021: $1,705,297Net Assets 2021: $3,072,8292021Assets 2022: $4,872,185Liabilities 2022: $1,655,213Net Assets 2022: $3,216,9722022Assets 2023: $4,989,243Liabilities 2023: $1,654,203Net Assets 2023: $3,335,0402023Assets 2024: $4,910,754Liabilities 2024: $1,721,126Net Assets 2024: $3,189,6282024

Highlighted filing

2020

Assets$4,922,745
Liabilities$2,023,593
Net Assets$2,899,152

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,950,8642010Expenses 2011: $4,818,0722011Expenses 2012: $4,743,8072012Expenses 2013: $4,877,2762013Revenue 2014: $5,079,441Expenses 2014: $5,060,587Net Income 2014: $18,8542014Revenue 2015: $5,291,675Expenses 2015: $5,215,740Net Income 2015: $75,9352015Revenue 2016: $5,919,015Expenses 2016: $5,963,084Net Income 2016: -$44,0692016Revenue 2017: $5,777,033Expenses 2017: $5,901,542Net Income 2017: -$124,5092017Revenue 2018: $6,688,845Expenses 2018: $6,104,619Net Income 2018: $584,2262018Revenue 2019: $6,499,676Expenses 2019: $6,483,127Net Income 2019: $16,5492019Revenue 2020: $7,330,294Expenses 2020: $7,232,255Net Income 2020: $98,0392020Revenue 2021: $7,728,758Expenses 2021: $7,672,844Net Income 2021: $55,9142021Revenue 2022: $9,247,074Expenses 2022: $8,890,588Net Income 2022: $356,4862022Revenue 2023: $10,538,785Expenses 2023: $10,510,886Net Income 2023: $27,8992023Revenue 2024: $10,627,135Expenses 2024: $10,942,860Net Income 2024: -$315,7252024

Highlighted filing

2020

Revenue$7,330,294
Expenses$7,232,255
Net Income$98,039
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jul 19, 2021
Return Version
2019v5.2
Gross Receipts
$7,763,933
Mission and Program Overview

Mission

Age well helps seniors age with independence and dignity by providing information, services, education, support and advocacy to seniors and caregivers.

To provide the support and guidance that inspires our community to embrace aging with confidence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$652,498$1,570,856▲ $918,358
Investments in Publicly Traded Securities$1,482,124$1,521,313▲ $39,189
Land, Buildings, and Equipment, Net$1,176,037$1,166,185▼ $9,852
Accounts Receivable$193,451$322,738▲ $129,287
Pledges and Grants Receivable$198,639$218,775▲ $20,136
Prepaid Expenses and Deferred Charges$143,324$110,939▼ $32,385
Cash and Non-Interest-Bearing Accounts$15,421$11,939▼ $3,482
Total Assets$3,861,494$4,922,745▲ $1,061,251
Liabilities
Accounts Payable and Accrued Expenses$506,458$1,494,084▲ $987,626
Mortgage Notes Payable Secured by Investment Property$558,072$529,509▼ $28,563
Total Liabilities$1,064,530$2,023,593▲ $959,063
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,714,237$2,851,811▲ $137,574
Net Assets With Donor Restrictions$82,727$47,341▼ $35,386
Total Net Assets Fund Balance$2,796,964$2,899,152▲ $102,188
Total Liabilities and Net Assets / Fund Balance$3,861,494$4,922,745▲ $1,061,251

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,053,833$55,465$1,109,298
Equipment$112,352$354,084$466,436
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane CattonCEOFT$153,400$4,135$157,535

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$5,653,875
Program Service Revenue
$1,152,991
Investment Income
$44,383
Other Revenue
$479,045
All Other Contributions
$885,139
Change in Net Assets
$98,039

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,323,069
Revenue Not Reported on Financial Statements
$7,225
Revenue Not Reported on Form 990
$62,658
Total Revenue per Audited Statements
$7,385,727
Total Revenue per Form 990
$7,330,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,768,487
Salaries, Compensation, and Employee Benefits$3,463,768
Total Fundraising Expense$161,895
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$2,769,916$195,943$7,097$2,972,956
Other Salaries and Wages$2,050,884$370,186$71,427$2,492,497
Other Employee Benefits$511,816$106,032$18,280$636,128
Occupancy$227,398$49,557$7,386$284,341
Current Officers, Directors, Trustees, and Key Employees-$134,628$33,657$168,285
Payroll Taxes$130,268$30,286$6,304$166,858
Other Expenses$50,405$113,458$1,374$165,237
Office Expenses$113,972$33,022$12,247$159,241
Depreciation Depletion$62,876--$62,876
Travel$40,064$7,970$293$48,327
Insurance$24,102$3,355$999$28,456
Conferences and Meetings$10,823$859$2,831$14,513
Fees for Services Accounting-$12,700-$12,700
Fees for Services Lobbying-$12,615-$12,615
Fees for Service Investment Mgmnt Fees-$7,225-$7,225
Total Functional Expenses$5,992,524$1,077,836$161,895$7,232,255

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,283,539
Total Expenses per Form 990$7,232,255
Expenses per Audited Statements$7,225,030
Expenses Not Reported on Form 990$58,509
Expenses Not Reported on Financial Statements$7,225
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$90,025
Fundraising Direct Expenses$730
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
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

The finance committee reviews the 990 and offers copies to board members before filing.

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

Annual review of policy. Will implement documentation to verify.

Form 990, Part VI, Section B, Line 15A

Board conducts executive director evaluation annually and approves change in pay.

Form 990, Part VI, Section C, Line 19

Governing documents disclosed upon request.

Filing and Contact Details

Filer

Filer Name
Age Well Inc
EIN
22-2474636
Phone
8028650360
Address
875 ROOSEVELT HIGHWAY NO 210, COLCHESTER, VT 05446

Signing Officer

Name
Amy Ahern
Title
Director of Finance
Phone
8028650360
Signed
2021-07-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Ahern
Formed
1983
Legal Domicile
Vt
Voting Board Members
15
Independent Board Members
15
Employees
78
Volunteers
3,512

Preparer

Firm
Mcsoley Mccoy & Co
Address
118 TILLEY DRIVE STE 202, SOUTH BURLINGTON, VT 05403
Preparer
Connie Fellion
Phone
8026581808
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other: program service expenses 2,769,916. Management and general expenses 195,943. Fundraising expenses 7,097. Total expenses 2,972,956.

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal income taxes under section 501(c)(3) of the u.s. Internal revenue code and has been classified as a publicly-supported organization which is not a private foundation under section 509(a) of the code. Fasb asc 740, income taxes, requires entities to disclose in their financial statements the nature of any uncertainty in their tax positions. For tax exempt entities, tax-exempt status itself is deemed to be an uncertainty, as events could potentially occur to jeopardize their tax-exempt status. Management believes the organization has no uncertain tax positions. The organization is subject to examination by taxing authorities for the tax years ended september 30, 2019, 2018 and 2017.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Special event exp net w/ rev rent expenses

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event exp net w/ rev rent expenses

Raw XML AppendixShowing 400 of 571 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/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt0730
IRS990/FundraisingGrossIncomeAmt090025
IRS990/GainOrLossGrp/SecuritiesAmt03015
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0378145
IRS990/GrossReceiptsAmt07763933
IRS990/GrossRentsGrp/RealAmt060335
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0999
IRS990/InsuranceGrp/ManagementAndGeneralAmt03355
IRS990/InsuranceGrp/ProgramServicesAmt024102
IRS990/InsuranceGrp/TotalAmt028456
IRS990/InvestmentIncomeGrp/ExclusionAmt041368
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041368
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01482124
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01521313
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0409549
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01176037
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01166185
IRS990/LandBldgEquipCostOrOtherBssAmt01575734
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0375130
IRS990/LessRentalExpensesGrp/RealAmt057779
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE THE SUPPORT AND GUIDANCE THAT INSPIRES OUR COMMUNITY TO EMBRACE AGING WITH CONFIDENCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0558072
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0529509
IRS990/NetAssetsOrFundBalancesBOYAmt02796964
IRS990/NetAssetsOrFundBalancesEOYAmt02899152
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03015
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03015
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt089295
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt089295
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02556
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt02556
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04149
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02714237
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02851811
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt07386
IRS990/OccupancyGrp/ManagementAndGeneralAmt049557
IRS990/OccupancyGrp/ProgramServicesAmt0227398
IRS990/OccupancyGrp/TotalAmt0284341
IRS990/OfficeExpensesGrp/FundraisingAmt012247
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033022
IRS990/OfficeExpensesGrp/ProgramServicesAmt0113972
IRS990/OfficeExpensesGrp/TotalAmt0159241
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt018280
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0106032
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0511816
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0636128
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/FundraisingAmt01374
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0113458
IRS990/OtherExpensesGrp/ProgramServicesAmt050405
IRS990/OtherExpensesGrp/TotalAmt0165237
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/BusinessCd1624100
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0ONE CARE
IRS990/OtherRevenueMiscGrp/Desc1SASH
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0374155
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16525
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt26514
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0374155
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16525
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt26514
IRS990/OtherRevenueTotalAmt0387194
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt071427
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0370186
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02050884
IRS990/OtherSalariesAndWagesGrp/TotalAmt02492497
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06304
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030286
IRS990/PayrollTaxesGrp/ProgramServicesAmt0130268
IRS990/PayrollTaxesGrp/TotalAmt0166858
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0198639
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0218775
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0143324
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0110939
IRS990/PrincipalOfficerNm0AMY AHERN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0CHOICES FOR CARE
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID WAIVER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01108255
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt144736
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01108255
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt144736
IRS990/ProgSrvcAccomActy2Grp/Desc0AGE WELL PROVIDES INFORMATION TO SENIORS AND THEIR FAMILIES ON DIFFERENT PROGRAMS THAT ENABLE INDEPENDENT LIVING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03144724
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt044736
IRS990/ProgSrvcAccomActy3Grp/Desc0AGE WELL IS COMMITTED TO SUPPORT FOR CAREGIVERS THROUGH A GROWING NUMBER OF PROGRAMS, SUCH AS THE DEMENTIA RESPITE PROGRAM AND THE NATIONAL FAMILY CAREGIVER SUPPORT PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0188046
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04927406
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt049747
IRS990/PYOtherExpensesAmt03298753
IRS990/PYOtherRevenueAmt0542880
IRS990/PYProgramServiceRevenueAmt0979643
IRS990/PYRevenuesLessExpensesAmt016549
IRS990/PYSalariesCompEmpBnftPaidAmt03184374
IRS990/PYTotalExpensesAmt06483127
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06499676
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt098039
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt02556
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01495449
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0652498
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01570856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05653875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05045667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05195438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04571052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05071579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025537611
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt041368
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt052239
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt041188
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039351
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt037771
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0211917
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06356485
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06514
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01507
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03344
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt09880
IRS990ScheduleA/OtherIncome170Grp/TotalAmt021245
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99100
IRS990ScheduleA/PublicSupportPY170Pct00.99150
IRS990ScheduleA/PublicSupportTotal170Amt025537611
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05653875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05045667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05195438
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04571052
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05071579
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025537611
IRS990ScheduleA/TotalSupportAmt025770773
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$1.72$3.19$10.6$10.9$0.32
2023Detailed filing. Detailed filing data is available for this year.$4.99$1.65$3.34$10.5$10.5$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.87$1.66$3.22$9.25$8.89$0.36
2021Detailed filing. Detailed filing data is available for this year.$4.78$1.71$3.07$7.73$7.67$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.92$2.02$2.90$7.33$7.23$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.86$1.06$2.80$6.50$6.48$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.46$2.79$6.69$6.10$0.58
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.46$2.22$5.78$5.90$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.81$0.46$2.34$5.92$5.96$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.07$0.74$2.33$5.29$5.22$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.12$0.83$2.29$5.08$5.06$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.79$2.24$4.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.75$2.17$4.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.64$2.00$4.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.84$1.96$4.95