Civic Intelligence

Pennsylvania Professional Liability Joint Underwriting Association

990 • Fiscal year 2020 • EIN 23-1984582

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 02, 2021

Organization ProfileWWW.PAJUA.COM

View Organization Page

1777 Sentry Parkway West Veva 14Blue Bell, PA 19422

(610) 828-8890

Siviq Scores

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

Liabilities / Assets

29th percentile

0.08x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

1.30x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

25th percentile

$324,970

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

54th percentile

8.5%

Faster asset growth than 54% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

40%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$342,491,242

Up $26,806,439 (+8.5%) from 2019

Net Assets

Up

$315,271,220

Up $16,994,344 (+5.7%) from 2019

Liabilities

Up

$27,220,022

Up $9,812,095 (+56%) from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin97th percentile

Revenue

Up

$20,986,515

Up $5,991,456 (+40%) from 2019

Expenses

Up

$3,992,171

Up $2,815,422 (+239%) from 2019

Net Income

Up

$16,994,344

Up $3,176,034 (+23%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$400M$300M$200M$100M$0Assets 2010: $256,617,845Liabilities 2010: $59,106,124Net Assets 2010: $197,511,7212010Assets 2011: $267,167,191Liabilities 2011: $55,586,447Net Assets 2011: $211,580,7442011Assets 2012: $274,073,285Liabilities 2012: $53,243,622Net Assets 2012: $220,829,6632012Assets 2013: $278,982,802Liabilities 2013: $44,082,593Net Assets 2013: $234,900,2092013Assets 2014: $283,386,321Liabilities 2014: $35,614,287Net Assets 2014: $247,772,0342014Assets 2015: $285,188,753Liabilities 2015: $25,039,385Net Assets 2015: $260,149,3682015Assets 2016: $291,975,314Liabilities 2016: $23,850,824Net Assets 2016: $268,124,4902016Assets 2017: $298,882,387Liabilities 2017: $21,693,040Net Assets 2017: $277,189,3472017Assets 2018: $304,330,668Liabilities 2018: $19,872,102Net Assets 2018: $284,458,5662018Assets 2019: $315,684,803Liabilities 2019: $17,407,927Net Assets 2019: $298,276,8762019Assets 2020: $342,491,242Liabilities 2020: $27,220,022Net Assets 2020: $315,271,2202020Assets 2021: $353,920,542Liabilities 2021: $27,982,224Net Assets 2021: $325,938,3182021Assets 2022: $361,111,233Liabilities 2022: $28,998,505Net Assets 2022: $332,112,7282022Assets 2023: $371,082,260Liabilities 2023: $29,113,263Net Assets 2023: $341,968,9972023Assets 2024: $381,022,558Liabilities 2024: $33,137,938Net Assets 2024: $347,884,6202024

Highlighted filing

2020

Assets$342,491,242
Liabilities$27,220,022
Net Assets$315,271,220
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

$30M$20M$10M$0-$10MExpenses 2010: -$5,058,4572010Expenses 2011: $6,034,5382011Expenses 2012: $9,897,0482012Revenue 2013: $17,753,120Expenses 2013: $3,682,574Net Income 2013: $14,070,5462013Revenue 2014: $15,284,416Expenses 2014: $2,412,591Net Income 2014: $12,871,8252014Revenue 2015: $14,420,683Expenses 2015: $2,043,349Net Income 2015: $12,377,3342015Revenue 2016: $13,118,157Expenses 2016: $5,143,035Net Income 2016: $7,975,1222016Revenue 2017: $14,256,045Expenses 2017: $5,191,188Net Income 2017: $9,064,8572017Revenue 2018: $12,326,731Expenses 2018: $5,057,512Net Income 2018: $7,269,2192018Revenue 2019: $14,995,059Expenses 2019: $1,176,749Net Income 2019: $13,818,3102019Revenue 2020: $20,986,515Expenses 2020: $3,992,171Net Income 2020: $16,994,3442020Revenue 2021: $27,707,766Expenses 2021: $17,040,668Net Income 2021: $10,667,0982021Revenue 2022: $18,081,244Expenses 2022: $11,906,834Net Income 2022: $6,174,4102022Revenue 2023: $18,390,707Expenses 2023: $8,534,438Net Income 2023: $9,856,2692023Revenue 2024: $20,476,592Expenses 2024: $14,560,969Net Income 2024: $5,915,6232024

Highlighted filing

2020

Revenue$20,986,515
Expenses$3,992,171
Net Income$16,994,344
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 2, 2021
Return Version
2020v4.0
Gross Receipts
$20,986,515
Mission and Program Overview

Mission

To offer medical professional liability insurance in accordance with section 732, subsection c, of the medical care availability and reduction of error act ("the act").

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$306,284,373$323,708,277▲ $17,423,904
Rtn Earn Endowment Incm Other Fnds$298,276,876$315,271,220▲ $16,994,344
Accounts Receivable$717,665$8,830,334▲ $8,112,669
Cash and Non-Interest-Bearing Accounts$2,706,173$5,561,662▲ $2,855,489
Savings and Temporary Cash Investments$5,877,286$4,585,641▼ $1,291,645
Total Assets$315,684,803$342,491,242▲ $26,806,439
Other Assets Total$99,306$-194,672▼ $293,978
Liabilities
Other Liabilities$14,331,297$14,126,478▼ $204,819
Accounts Payable and Accrued Expenses$3,076,630$13,093,544▲ $10,016,914
Total Liabilities$17,407,927$27,220,022▲ $9,812,095
Net Assets / Fund Balance
Total Net Assets Fund Balance$298,276,876$315,271,220▲ $16,994,344
Total Liabilities and Net Assets / Fund Balance$315,684,803$342,491,242▲ $26,806,439
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan M SershaPresidentFT$229,678$95,292$324,970

Board Members and Trustees

NameTitle
Cheryl TamasitisDirector
Craig G Kriza Dpm JdDirector
John S OlkowskiDirector
Mark DombrowskiDirector
Martin Trichtinger MdDirector
Adam Parsons EsqSecretary
Jeffrey J DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,655,269
Investment Income
$16,331,246
Other Revenue
$0
Change in Net Assets
$16,994,344

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,986,515
Total Revenue per Audited Statements
$20,986,515
Total Revenue per Form 990
$20,986,515
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,346,045
Salaries, Compensation, and Employee Benefits$776,771
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$869,355--$869,355
Fees for Service Investment Mgmnt Fees-$651,709-$651,709
Other Salaries and Wages$174,025$388,665-$562,690
Insurance$38,292$85,521-$123,813
Other Employee Benefits$43,450$74,104-$117,554
Fees for Services Other-$92,356-$92,356
Occupancy$25,118$56,097-$81,215
Fees for Services Legal$23,407$44,440-$67,847
Pension Plan Contributions$43,450$13,073-$56,523
Payroll Taxes$13,052$26,952-$40,004
Fees for Services Accounting$11,186$21,236-$32,422
All Other Expenses$8,253$21,664-$29,917
Other Expenses$44,692$22,651-$22,651
Travel-$7,300-$7,300
Total Functional Expenses$1,294,280$2,697,891$0$3,992,171

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,992,171
Total Expenses per Audited Statements$3,992,171
Total Expenses per Form 990$3,992,171
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
Claim Reserves$14,126,478
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Page 6, Part VI, Line 6

“The association is comprised of all insurers authorized to write insurance pursuant to sections 202 (c)(4) and (11) of the act of may 17, 1921 (p.l. 682, no. 284)”

Form 990, Page 6, Part VI, Line 7A

“YES.”

Form 990, Page 6, Part VI, Line 9

“Martin trichtinger, m.d. 500 old york road jenkintown, pa 19046 jeffrey j. Davis one trinity drive east dillsburg, pa 17019-8522 craig g. Kriza, dpm, jd 1343 fieldpoint drive west chester, pa 19382 adam parsons esq p.o. Box 2361 harrisburg, pa 17105 cheryl tamasitis 1777 sentry parkway west blue bell, pa 19422 john s. Olkowski 1777 sentry parkway west blue bell, pa 19422 mark dombrowski 100 erie insurance place erie, pa 16530”

Form 990, Page 6, Part VI, Line 11B

“Statutory audit performed prior to filing. Board members have been notified that the form 990 is available for review on the company's secure website.”

Form 990, Page 6, Part VI, Line 12C

“Monitored on a regular basis.”

Form 990, Page 6, Part VI, Line 15A

“Executive compensation discussed at annual meeting.”

Form 990, Page 6, Part VI, Line 15B

“Key employee compensation discussed at annual meeting.”

Form 990, Page 6, Part VI, Line 19

“Documents available on guidestar.”

Filing and Contact Details

Filer

Filer Name
Pennsylvania Professional Liability
EIN
23-1984582
Phone
6108288890
Address
1777 SENTRY PARKWAY WEST VEVA 14, BLUE BELL, PA 19422

Signing Officer

Name
Susan M Sersha
Title
President
Phone
6108288890
Signed
2021-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan M Sersha
Formed
1976
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
5

Preparer

Firm
Blumenthal & Palmer Pc
Address
1500 E LANCASTER AVE STE 104, PAOLI, PA 19301-1500
Preparer
Susan E Palmer
Phone
6106443402
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“PROGRAM SERVICE EXPENSE.”

Raw XML Appendix365 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/ProgSrvcAccomActyOtherGrp/Desc0PROGRAM SERVICE EXPENSE.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0-1022855
IRS990/PYInvestmentIncomeAmt012373132
IRS990/PYOtherExpensesAmt01446782
IRS990/PYProgramServiceRevenueAmt02621927
IRS990/PYRevenuesLessExpensesAmt013818310
IRS990/PYSalariesCompEmpBnftPaidAmt0752822
IRS990/PYTotalExpensesAmt01176749
IRS990/PYTotalRevenueAmt014995059
IRS990/ReconcilationRevenueExpnssAmt016994344
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0298276876
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0315271220
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05877286
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04585641
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt03992171
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014126478
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIM RESERVES
IRS990ScheduleD/RevenueSubtotalAmt020986515
IRS990ScheduleD/TotalExpensesPerForm990Amt03992171
IRS990ScheduleD/TotalLiabilityAmt014126478
IRS990ScheduleD/TotalRevenuePerForm990Amt020986515
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020986515
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03992171
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0229678
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount032454
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt062838
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SUSAN M SERSHA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0324970
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE EXPENSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION IS COMPRISED OF ALL INSURERS AUTHORIZED TO WRITE INSURANCE PURSUANT TO SECTIONS 202 (C)(4) AND (11) OF THE ACT OF MAY 17, 1921 (P.L. 682, NO. 284)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARTIN TRICHTINGER, M.D. 500 OLD YORK ROAD JENKINTOWN, PA 19046 JEFFREY J. DAVIS ONE TRINITY DRIVE EAST DILLSBURG, PA 17019-8522 CRAIG G. KRIZA, DPM, JD 1343 FIELDPOINT DRIVE WEST CHESTER, PA 19382 ADAM PARSONS ESQ P.O. BOX 2361 HARRISBURG, PA 17105 CHERYL TAMASITIS 1777 SENTRY PARKWAY WEST BLUE BELL, PA 19422 JOHN S. OLKOWSKI 1777 SENTRY PARKWAY WEST BLUE BELL, PA 19422 MARK DOMBROWSKI 100 ERIE INSURANCE PLACE ERIE, PA 16530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STATUTORY AUDIT PERFORMED PRIOR TO FILING. BOARD MEMBERS HAVE BEEN NOTIFIED THAT THE FORM 990 IS AVAILABLE FOR REVIEW ON THE COMPANY'S SECURE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MONITORED ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXECUTIVE COMPENSATION DISCUSSED AT ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7KEY EMPLOYEE COMPENSATION DISCUSSED AT ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DOCUMENTS AVAILABLE ON GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0315684803
IRS990/TotalAssetsEOYAmt0342491242
IRS990/TotalAssetsGrp/BOYAmt0315684803
IRS990/TotalAssetsGrp/EOYAmt0342491242
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02697891
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01294280
IRS990/TotalFunctionalExpensesGrp/TotalAmt03992171
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017407927
IRS990/TotalLiabilitiesEOYAmt027220022
IRS990/TotalLiabilitiesGrp/BOYAmt017407927
IRS990/TotalLiabilitiesGrp/EOYAmt027220022
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0298276876
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0315271220
IRS990/TotalOtherCompensationAmt062838
IRS990/TotalProgramServiceRevenueAmt04655269
IRS990/TotalReportableCompFromOrgAmt0262132
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020986515
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020986515
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0315684803
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0342491242
IRS990/TravelGrp/ManagementAndGeneralAmt07300
IRS990/TravelGrp/TotalAmt07300
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01777 PARKWAY WEST VEVA 14
IRS990/USAddress/CityNm0BLUE BELL
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019422
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.PAJUA.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN M SERSHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06108288890
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA PROFESSIONAL LIABILITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOINT UNDERWRITING ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0231984582
ReturnHeader/Filer/PhoneNum06108288890
ReturnHeader/Filer/USAddress/AddressLine1Txt01777 SENTRY PARKWAY WEST VEVA 14
ReturnHeader/Filer/USAddress/CityNm0BLUE BELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019422
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232789843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUMENTHAL & PALMER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 E LANCASTER AVE STE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PAOLI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0193011500
ReturnHeader/PreparerPersonGrp/PhoneNum06106443402
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN E PALMER
ReturnHeader/ReturnTs02021-08-04T08:26:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SERSHA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$342,491,242
Liabilities
$27,220,022
Net assets
$315,271,220
Revenue
$20,986,515
Expenses
$3,992,171
Net income
$16,994,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$381$33.1$348$20.5$14.6$5.92
2023Detailed filing. Detailed filing data is available for this year.$371$29.1$342$18.4$8.53$9.86
2022Detailed filing. Detailed filing data is available for this year.$361$29.0$332$18.1$11.9$6.17
2021Detailed filing. Detailed filing data is available for this year.$354$28.0$326$27.7$17.0$10.7
2020Detailed filing. Detailed filing data is available for this year.$342$27.2$315$21.0$3.99$17.0
2019Detailed filing. Detailed filing data is available for this year.$316$17.4$298$15.0$1.18$13.8
2018Detailed filing. Detailed filing data is available for this year.$304$19.9$284$12.3$5.06$7.27
2017Detailed filing. Detailed filing data is available for this year.$299$21.7$277$14.3$5.19$9.06
2016Detailed filing. Detailed filing data is available for this year.$292$23.9$268$13.1$5.14$7.98
2015Detailed filing. Detailed filing data is available for this year.$285$25.0$260$14.4$2.04$12.4
2014Detailed filing. Detailed filing data is available for this year.$283$35.6$248$15.3$2.41$12.9
2013Detailed filing. Detailed filing data is available for this year.$279$44.1$235$17.8$3.68$14.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$274$53.2$221$9.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$267$55.6$212$6.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$257$59.1$198$5.06