Civic Intelligence

Phi Kappa Sigma Fraternity Grand Chapter

990 • Fiscal year 2018 • EIN 23-0967790

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 13, 2018

Organization ProfileWWW.PKS.ORG
716 Adams Street Ste ACarmel, IN 46032

(610) 469-3282

Siviq Scores

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

Liabilities / Assets

31st percentile

0.07x

Higher debt load relative to assets than 31% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.08x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Net Margin

64th percentile

8.3%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

69th percentile

4.4%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

4.4%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,402,308

Up $59,036 (+4.4%) from 2017

Net Assets

Up

$1,308,803

Up $92,711 (+7.6%) from 2017

Liabilities

Down

$93,505

Down $33,675 (-26%) from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin64th percentile

Revenue

Up

$1,122,322

Up $46,958 (+4.4%) from 2017

Expenses

Up

$1,029,609

Up $2,738 (+0.3%) from 2017

Net Income

Up

$92,713

Up $44,220 (+91%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,079,367Liabilities 2011: $62,290Net Assets 2011: $1,017,0772011Assets 2012: $1,131,834Liabilities 2012: $47,041Net Assets 2012: $1,084,7932012Assets 2013: $1,160,045Liabilities 2013: $52,173Net Assets 2013: $1,107,8722013Assets 2014: $1,112,446Liabilities 2014: $25,504Net Assets 2014: $1,086,9422014Assets 2015: $1,208,313Liabilities 2015: $25,296Net Assets 2015: $1,183,0172015Assets 2016: $1,301,105Liabilities 2016: $133,505Net Assets 2016: $1,167,6002016Assets 2017: $1,343,272Liabilities 2017: $127,180Net Assets 2017: $1,216,0922017Assets 2018: $1,402,308Liabilities 2018: $93,505Net Assets 2018: $1,308,8032018Assets 2019: $1,301,242Liabilities 2019: $36,194Net Assets 2019: $1,265,0482019Assets 2020: $1,419,369Liabilities 2020: $200,951Net Assets 2020: $1,218,4182020Assets 2021: $1,429,454Liabilities 2021: $193,781Net Assets 2021: $1,235,6732021Assets 2022: $1,196,871Liabilities 2022: $181,533Net Assets 2022: $1,015,3382022Assets 2023: $1,503,648Liabilities 2023: $172,902Net Assets 2023: $1,330,7462023Assets 2024: $1,424,680Liabilities 2024: $469,701Net Assets 2024: $954,9792024

Highlighted filing

2018

Assets$1,402,308
Liabilities$93,505
Net Assets$1,308,803
Open 2018 Filing

Operations Trend

Revenue Growth59th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $501,498Expenses 2011: $540,320Net Income 2011: -$38,8222011Revenue 2012: $628,310Expenses 2012: $560,594Net Income 2012: $67,7162012Revenue 2013: $734,679Expenses 2013: $687,721Net Income 2013: $46,9582013Revenue 2014: $1,011,582Expenses 2014: $1,032,512Net Income 2014: -$20,9302014Revenue 2015: $977,289Expenses 2015: $881,214Net Income 2015: $96,0752015Revenue 2016: $1,079,408Expenses 2016: $1,094,825Net Income 2016: -$15,4172016Revenue 2017: $1,075,364Expenses 2017: $1,026,871Net Income 2017: $48,4932017Revenue 2018: $1,122,322Expenses 2018: $1,029,609Net Income 2018: $92,7132018Revenue 2019: $1,128,174Expenses 2019: $1,171,928Net Income 2019: -$43,7542019Revenue 2020: $884,774Expenses 2020: $931,404Net Income 2020: -$46,6302020Revenue 2021: $672,429Expenses 2021: $769,437Net Income 2021: -$97,0082021Revenue 2022: $800,168Expenses 2022: $930,485Net Income 2022: -$130,3172022Revenue 2023: $1,004,912Expenses 2023: $715,799Net Income 2023: $289,1132023Revenue 2024: $934,387Expenses 2024: $994,873Net Income 2024: -$60,4862024

Highlighted filing

2018

Revenue$1,122,322
Expenses$1,029,609
Net Income$92,713
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 13, 2018
Return Version
2017v2.2
Gross Receipts
$1,210,581
Mission and Program Overview

Mission

FRATERNAL ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$770,606$731,658▼ $38,948
Savings and Temporary Cash Investments$148,092$429,535▲ $281,443
Land, Buildings, and Equipment, Net$144,535$53,635▼ $90,900
Cash and Non-Interest-Bearing Accounts$44,266$53,044▲ $8,778
Accounts Receivable$85,091$52,197▼ $32,894
Prepaid Expenses and Deferred Charges$41,611$28,107▼ $13,504
Other Notes and Loans Receivable, Net$20,407$23,327▲ $2,920
Total Assets$1,343,272$1,402,308▲ $59,036
Other Assets Total$88,664$30,805▼ $57,859
Liabilities
Deferred Revenue$12,119$44,507▲ $32,388
Accounts Payable and Accrued Expenses$97,183$31,624▼ $65,559
Other Liabilities$17,878$17,374▼ $504
Total Liabilities$127,180$93,505▼ $33,675
Net Assets / Fund Balance
Unrestricted Net Assets$1,216,092$1,308,803▲ $92,711
Total Net Assets Fund Balance$1,216,092$1,308,803▲ $92,711
Total Liabilities and Net Assets / Fund Balance$1,343,272$1,402,308▲ $59,036

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$47,112$1,208$48,320
Equipment$6,523$7,236$13,759
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Timothy SchugFormer Executive Director, Board Member-$65,108$65,108
Timothy SchugFormer Executive Director, Board Mem-$65,108$65,108
Libby AndersonExec DirectorFT$44,638$44,638

Board Members and Trustees

NameTitle
David SmithPresident
Brendon EganVice President
Robert PetrowskiVice President
Raymond Ruybe IiiOfficer
Hamilton F SmithSecretary
David WolfTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$77,519
Program Service Revenue
$765,802
Investment Income
$251,037
Other Revenue
$27,964
All Other Contributions
$77,519
Change in Net Assets
$92,713

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,122,321
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,122,321
Total Revenue per Form 990
$1,122,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$695,557
Salaries, Compensation, and Employee Benefits$334,052
Total Fundraising Expense$36,963
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$174,577--$174,577
Other Salaries and Wages$151,171$6,645$8,306$166,122
Travel$145,695$4,198$5,248$155,141
Office Expenses$139,796$5,809$7,264$152,869
Current Officers, Directors, Trustees, and Key Employees$99,869$4,390$5,487$109,746
Occupancy$46,251$2,033$2,541$50,825
Other Expenses$0$40,529$0$40,529
Other Employee Benefits$33,703$1,481$1,852$37,036
Payroll Taxes$19,245$846$1,057$21,148
Information Technology$18,214$800$1,001$20,015
Fees for Services Legal$5,765$6,604-$12,369
Depreciation Depletion$6,720$296$369$7,385
Fees for Services Accounting-$5,100-$5,100
Conferences and Meetings$3,929$172$216$4,317
Advertising$2,144$95$118$2,357
Total Functional Expenses$910,844$81,802$36,963$1,029,609

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,029,610
Total Expenses per Audited Statements$1,029,610
Total Expenses per Form 990$1,029,610
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
Chapter Funds Held in Trust$9,537
Due to Foundation$7,837
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is provided to the organization's management and subsequently to board members for a review.”

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

“New volunteers are required to sign a conflict of interest policy at time of appointment and renew annually.”

Form 990, Part VI, Section C, Line 19

“Copies of form 990 and other documents are available upon request at the organization's offices.”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Sigma Fraternity
EIN
23-0967790
Phone
6104693282
Address
716 ADAMS STREET STE A, CARMEL, IN 46032

Signing Officer

Name
Libby Anderson
Title
Executive Director
Phone
6104693282
Signed
2018-12-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Libby Anderson
Formed
1936
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
6
Employees
10
Volunteers
63

Preparer

Firm
Lemler Group LLC
Address
5625 N POST ROAD SUITE 104, INDIANAPOLIS, IN 46216
Preparer
David W Lemler Member
Phone
3174490121
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Fraternity is exempt from federal and state income tax under the provisions of section 501(c)(7) of the internal revenue code; and calssified as a section 509(a)(1) organization. Net unrelated business income is subject to federal taxation.”

Raw XML AppendixShowing 400 of 442 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/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt023327
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01057
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0846
IRS990/PayrollTaxesGrp/ProgramServicesAmt019245
IRS990/PayrollTaxesGrp/TotalAmt021148
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt041611
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt028107
IRS990/PrincipalOfficerNm0LIBBY ANDERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1542429
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1INSURANCE ADMINISTRATI
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATIONAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0465706
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1283557
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt216539
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0465706
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1283557
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt216539
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0182698
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt039505
IRS990/PYOtherExpensesAmt0741378
IRS990/PYOtherRevenueAmt024264
IRS990/PYProgramServiceRevenueAmt0828897
IRS990/PYRevenuesLessExpensesAmt048493
IRS990/PYSalariesCompEmpBnftPaidAmt0285493
IRS990/PYTotalExpensesAmt01026871
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01075364
IRS990/ReconcilationRevenueExpnssAmt092713
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0765802
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt023310
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt023310
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0148092
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0429535
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt06523
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07236
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013759
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01029610
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt047112
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01208
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt048320
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09537
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17837
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHAPTER FUNDS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO FOUNDATION
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01122321
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FRATERNITY IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE; AND CALSSIFIED AS A SECTION 509(A)(1) ORGANIZATION. NET UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL TAXATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt053635
IRS990ScheduleD/TotalExpensesPerForm990Amt01029610
IRS990ScheduleD/TotalLiabilityAmt017374
IRS990ScheduleD/TotalRevenuePerForm990Amt01122321
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01122321
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01029610
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt065108
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TIMOTHY SCHUG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER EXECUTIVE DIRECTOR, BOARD MEM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt065108
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S MANAGEMENT AND SUBSEQUENTLY TO BOARD MEMBERS FOR A REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEW VOLUNTEERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AT TIME OF APPOINTMENT AND RENEW ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF FORM 990 AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01343272
IRS990/TotalAssetsEOYAmt01402308
IRS990/TotalAssetsGrp/BOYAmt01343272
IRS990/TotalAssetsGrp/EOYAmt01402308
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt077519
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt036963
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt081802
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0910844
IRS990/TotalFunctionalExpensesGrp/TotalAmt01029609
IRS990/TotalGrossUBIAmt052743
IRS990/TotalLiabilitiesBOYAmt0127180
IRS990/TotalLiabilitiesEOYAmt093505
IRS990/TotalLiabilitiesGrp/BOYAmt0127180
IRS990/TotalLiabilitiesGrp/EOYAmt093505
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01216092
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01308803
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0910844
IRS990/TotalProgramServiceRevenueAmt0765802
IRS990/TotalReportableCompFromOrgAmt0109746
IRS990/TotalRevenueGrp/ExclusionAmt0226258
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0765802
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01122322
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt052743
IRS990/TotalVolunteersCnt063
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01343272
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01402308
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt05248
IRS990/TravelGrp/ManagementAndGeneralAmt04198
IRS990/TravelGrp/ProgramServicesAmt0145695
IRS990/TravelGrp/TotalAmt0155141
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01216092
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01308803
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0716 ADAMS STREET STE A

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,402,308
Liabilities
$93,505
Net assets
$1,308,803
Revenue
$1,122,322
Expenses
$1,029,609
Net income
$92,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.47$0.95$0.93$0.99$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.17$1.33$1.00$0.72$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.18$1.02$0.80$0.93$0.13
2021Summary only. Only limited summary data is available for this year.$1.43$0.19$1.24$0.67$0.77$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.20$1.22$0.88$0.93$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.04$1.27$1.13$1.17$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.40$0.09$1.31$1.12$1.03$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.13$1.22$1.08$1.03$0.05
2016Summary only. Only limited summary data is available for this year.$1.30$0.13$1.17$1.08$1.09$0.02
2015Summary only. Only limited summary data is available for this year.$1.21$0.03$1.18$0.98$0.88$0.10
2014Summary only. Only limited summary data is available for this year.$1.11$0.03$1.09$1.01$1.03$0.02
2013Summary only. Only limited summary data is available for this year.$1.16$0.05$1.11$0.73$0.69$0.05
2012Summary only. Only limited summary data is available for this year.$1.13$0.05$1.08$0.63$0.56$0.07
2011Summary only. Only limited summary data is available for this year.$1.08$0.06$1.02$0.50$0.54$0.04