Civic Intelligence

Panhandle-Plains Higher Education Authority Inc

990 • Fiscal year 2021 • EIN 23-7025386

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 11, 2022

Organization ProfileWWW.PPHEF.ORG
3000 Fm 2590Canyon, TX 79015

(806) 324-4100

Siviq Scores

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

Liabilities / Assets

7th percentile

0.01x

Higher debt load relative to assets than 7% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

13th percentile

0.07x

Higher debt load relative to revenue than 13% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$251,142

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

1st percentile

-41%

Faster asset growth than 1% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2021

Revenue Growth

4th percentile

-41%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$182,464,704

Down $350,102,666 (-66%) from 2019

Net Assets

Up

$181,491,405

Up $68,482,263 (+61%) from 2019

Liabilities

Down

$973,299

Down $418,584,929 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin94th percentile

Revenue

Down

$13,006,465

Down $24,837,320 (-66%) from 2019

Expenses

Down

$3,910,137

Down $32,254,386 (-89%) from 2019

Net Income

Up

$9,096,328

Up $7,417,066 (+442%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2010: $1,858,045,121Liabilities 2010: $1,757,505,724Net Assets 2010: $100,539,3972010Assets 2011: $1,597,691,120Liabilities 2011: $1,493,924,846Net Assets 2011: $103,766,2742011Assets 2012: $1,384,422,238Liabilities 2012: $1,281,477,029Net Assets 2012: $102,945,2092012Assets 2013: $1,166,341,868Liabilities 2013: $1,063,349,994Net Assets 2013: $102,991,8742013Assets 2014: $1,027,947,799Liabilities 2014: $928,598,315Net Assets 2014: $99,349,4842014Assets 2015: $1,144,310,488Liabilities 2015: $1,042,523,252Net Assets 2015: $101,787,2362015Assets 2016: $1,037,379,888Liabilities 2016: $931,645,236Net Assets 2016: $105,734,6522016Assets 2017: $940,463,986Liabilities 2017: $831,707,400Net Assets 2017: $108,756,5862017Assets 2018: $861,859,204Liabilities 2018: $750,529,324Net Assets 2018: $111,329,8802018Assets 2019: $532,567,370Liabilities 2019: $419,558,228Net Assets 2019: $113,009,1422019Assets 2021: $182,464,704Liabilities 2021: $973,299Net Assets 2021: $181,491,4052021Assets 2022: $153,414,797Liabilities 2022: $249,415Net Assets 2022: $153,165,3822022Assets 2023: $166,113,977Liabilities 2023: $253,349Net Assets 2023: $165,860,6282023Assets 2024: $174,847,285Liabilities 2024: $268,961Net Assets 2024: $174,578,3242024

Highlighted filing

2021

Assets$182,464,704
Liabilities$973,299
Net Assets$181,491,405
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $53,244,8462010Expenses 2011: $46,195,8922011Expenses 2012: $42,660,7402012Expenses 2013: $31,949,3212013Revenue 2014: $32,257,332Expenses 2014: $29,044,832Net Income 2014: $3,212,5002014Revenue 2015: $34,309,690Expenses 2015: $31,871,938Net Income 2015: $2,437,7522015Revenue 2016: $35,075,221Expenses 2016: $31,127,805Net Income 2016: $3,947,4162016Revenue 2017: $35,021,668Expenses 2017: $31,999,734Net Income 2017: $3,021,9342017Revenue 2018: $43,245,344Expenses 2018: $40,672,050Net Income 2018: $2,573,2942018Revenue 2019: $37,843,785Expenses 2019: $36,164,523Net Income 2019: $1,679,2622019Revenue 2021: $13,006,465Expenses 2021: $3,910,137Net Income 2021: $9,096,3282021Revenue 2022: $4,976,997Expenses 2022: $5,135,823Net Income 2022: -$158,8262022Revenue 2023: $6,170,024Expenses 2023: $6,217,491Net Income 2023: -$47,4672023Revenue 2024: $8,759,275Expenses 2024: $7,046,781Net Income 2024: $1,712,4942024

Highlighted filing

2021

Revenue$13,006,465
Expenses$3,910,137
Net Income$9,096,328
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 11, 2022
Return Version
2021v4.0
Gross Receipts
$15,085,752
Mission and Program Overview

Mission

Providing funds for the purchase of student loans at the post-secondary level, and to provide procedures for the servicing of such loans as required for continued participation in the federal family education loan program under the higher education act of 1965.

The foundation's primary purpose is to provide scholarships to qualified individuals for eligible educational expenses consisting of tuition and fees, books and supplies, room and board and incidental expenses related to attendance at an accredited educational institution in the state of texas offering an academic degree program of at least two years' school attendance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$144,517,972$166,636,798▲ $22,118,826
Cash and Non-Interest-Bearing Accounts$9,208,071$5,707,269▼ $3,500,802
Savings and Temporary Cash Investments$5,620,191$5,419,732▼ $200,459
Land, Buildings, and Equipment, Net$724,854$3,966,703▲ $3,241,849
Other Notes and Loans Receivable, Net$284,359$236,052▼ $48,307
Prepaid Expenses and Deferred Charges$116,917$110,083▼ $6,834
Accounts Receivable$48,761$33,442▼ $15,319
Total Assets$160,744,556$182,464,704▲ $21,720,148
Other Assets Total$223,431$354,625▲ $131,194
Liabilities
Mortgage Notes Payable Secured by Investment Property-$667,197-
Accounts Payable and Accrued Expenses$280,043$306,102▲ $26,059
Total Liabilities$280,043$973,299▲ $693,256
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$160,464,513$181,491,405▲ $21,026,892
Total Net Assets Fund Balance$160,464,513$181,491,405▲ $21,026,892
Total Liabilities and Net Assets / Fund Balance$160,744,556$182,464,704▲ $21,720,148

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,511,228$122,958$3,634,186
Land$455,475-$455,475
Other Securities$221,235--
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jimmy ParkerPresident/ceFT$215,260$35,882$251,142
Jimmy ParkerPresident/CEO-$192,260$58,882$251,142
Zach BellCFOFT$116,520$53,191$169,711

Board Members and Trustees

NameTitle
Jan BentonBoard Chair
Rita CraddockVice Chair
Tammy RoarkBoard Secret
Lynda TinsleyDirector
Michael P RyanDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Page & AssociatesBuilding ConstrPO BOX 2570, Amarillo, TX 79105$2,993,471
Blonkvist Ig Rbc Wealth ManagementInvestment MgtTOWER 2 550 WEST TEXAS STE 120, Midland, TX 79701$560,465
Jp Morgan Chase & CoInvestment Mgt2200 ROSS AVE FLOOR 7, Dallas, TX 75201$219,905
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$48,433
Investment Income
$12,958,032
Other Revenue
$0
Change in Net Assets
$9,096,328

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,224,295
Revenue Not Reported on Financial Statements
$782,170
Revenue Not Reported on Form 990
$11,930,564
Other Revenue Adjustments
$782,170
Total Revenue per Audited Statements
$24,154,859
Total Revenue per Form 990
$13,006,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,688,878
Other Expenses$1,472,239
Grants and Similar Amounts Paid$749,020
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$181,677$749,603-$931,280
Fees for Service Investment Mgmnt Fees-$782,170-$782,170
Grants to Domestic Individuals$749,020--$749,020
Current Officers, Directors, Trustees, and Key Employees$176,238$173,542-$349,780
Other Employee Benefits$58,624$151,204-$209,828
Occupancy$22,582$106,321-$128,903
Pension Plan Contributions$28,687$73,990-$102,677
Payroll Taxes$26,630$68,683-$95,313
Fees for Services Accounting-$69,296-$69,296
Insurance-$57,903-$57,903
Depreciation Depletion-$40,544-$40,544
Fees for Services Lobbying-$39,000-$39,000
Office Expenses$337$25,293-$25,630
Other Expenses$10,800$23,603-$23,603
Fees for Services Legal-$20,698-$20,698
Travel$10,818$7,213-$18,031
Interest-$13,835-$13,835
Total Functional Expenses$1,265,413$2,644,724$0$3,910,137

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,910,137
Expenses per Audited Statements$3,127,967
Total Expenses per Audited Statements$3,127,967
Expenses Not Reported on Financial Statements$782,170
Other Expense Adjustments$782,170
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
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
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 11B

“The board of directors is provided an electronic copy of the form 990 one week prior to filing. The directors then have a week to review and give comments before the return is filed with the internal revenue service.”

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

“The board of directors are required to update their conflict of interest statements at the annual board meeting. A record of this is kept in the minutes of the board meeting.”

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

“The compensation of the president/ceo and cfo of the foundation are established by the compensation committee which is made up of the independent directors on the board on an annual basis.”

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

“The compensation of officers and key employees of the foundation are established by the compensation committee which is made up of the independent directors on the board on an annual basis.”

Form 990, Page 6, Part VI, Line 19

“The foundation's annual audited financial statements are available upon request. The governing documents and conflict of interest policy are available upon request. Articles of incorporation and public documents are public information and are available from the secretary of state.”

Filing and Contact Details

Filer

Filer Name
Panhandle-plains Higher
EIN
23-7025386
Phone
8063244100
Address
3000 FM 2590, CANYON, TX 79015

Signing Officer

Name
Jimmy Parker
Title
President/CEO
Phone
8063244100
Signed
2022-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jimmy Parker
Formed
1979
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
5
Employees
13

Preparer

Firm
Johnson & Sheldon Pllc
Address
PO BOX 509, AMARILLO, TX 79105-0509
Preparer
Richard W Blankenship CPA
Phone
8063717661
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation's primary purpose is to provide scholarships to qualified individuals for eligible educational expenses consisting of tuition and fees, books and supplies, room and board and incidental expenses related to attendance at an accredited educational institution in the state of texas offering an academic degree program of at least two years' school attendance.”

Form 990, Part XI, Line 9

“Investment fees netted against revenue on financials -782,170 investment fees netted against revenue on financials 782,170”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is exempt from federal income tax under section 501(a) as a foundation described in section 501(c)(3) of the internal revenue code (the code), and has been determined not to be a private foundation under section 509(a) of the code. As a result, income taxes are not included in the foundation's financial statements. The foundation complies with fasb asc topic 740, accounting for uncertainty in income taxes (fasb asc 740), which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the foundation may recognize the tax benefit from an uncertain tax position only if it is more-likely-than-not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. Management evaluated the foundation's tax positions and concluded that the foundation has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. With few exceptions, the foundation is no longer subject to income tax examinations by the u.s. Federal tax authorities for years ending before december 31, 2018.”

Schedule D, Page 4, Part XI, Line 4B

“Investment fees netted against revenue on financials 782,170”

Schedule D, Page 4, Part XII, Line 4B

“Investment fees netted against revenue on financials 782,170”

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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/MissionDesc0THE FOUNDATION'S PRIMARY PURPOSE IS TO PROVIDE SCHOLARSHIPS TO QUALIFIED INDIVIDUALS FOR ELIGIBLE EDUCATIONAL EXPENSES CONSISTING OF TUITION AND FEES, BOOKS AND SUPPLIES, ROOM AND BOARD AND INCIDENTAL EXPENSES RELATED TO ATTENDANCE AT AN ACCREDITED EDUCATIONAL INSTITUTION IN THE STATE OF TEXAS OFFERING AN ACADEMIC DEGREE PROGRAM OF AT LEAST TWO YEARS' SCHOOL ATTENDANCE.
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IRS990/OtherExpensesGrp/Desc1MAINT & OPERATING FEES
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/TotalAmt124411
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt073990
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IRS990/PrincipalOfficerNm0JIMMY PARKER
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116750
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PROVIDES SERVICES TO PUBLIC AND NON-PROFIT INSTITUTIONS OF HIGHER EDUCATION, INCLUDING LOAN BILLING, ANALYSIS OF STUDENT LOAN DEFAULT RATES AND PROVIDING STATE MANDATED STUDENT LOAN DEBT DISCLOSURE NOTICES TO STUDENTS CONCERNING THEIR OUTSTANDING FEDERAL AND/OR STATE STUDENT LOAN DEBT.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION PROMOTES EDUCATIONAL OPPORTUNITIES AND EDUCATIONAL ASSISTANCE FOR RESIDENTS IN THE STATE OF TEXAS. EDUCATIONAL OPPORTUNITIES CONSISTS PRIMARILY OF PROVIDING OUTREACH TO STUDENTS AND PARENTS CONCERNING FINANCIAL AID OPPORTUNITIES TO ASSIST WITH THE COST OF ATTENDING COLLEGE. EDUCATIONAL ASSISTANCE CONSISTS PRIMARILY OF PROVIDING INFORMATION TO STUDENTS AND PARENTS ABOUT FINANCIAL AID OPPORTUNITIES THAT MAY BE AVAILABLE AT THE FEDERAL OR STATE LEVEL, HOW AND WHEN TO APPLY, AND ASSISTANCE IN COMPLETING THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THE FOUNDATION ALSO PROVIDES LOAN BORROWERS ASSISTANCE WITH REPAYMENT OPTIONS THAT MAY BE AVAILABLE TO THEM TO MITGATE DELINQUENCIES/DEFAULTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt062965
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09929
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036635572
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IRS990ScheduleA/InvestmentIncomePYPct00.03000
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IRS990ScheduleA/PublicSupportCY509Pct00.92890
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01184796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032273546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037843785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043245344
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0118709787
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesAmt039000
IRS990ScheduleC/OtherActivitiesInd0true
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0PPHEF PAID A THIRD PARTY CALLED COLUMBIA STRATEGIC COUNSEL (CSC) 3,250 PER MONTH FOR LOBBYING. CSC WORKED TO IDENTIFY, RECRUIT AND EDUCATE SELECT MEMBERS OF CONGRESS WHO SIT ON THE RELEVANT HOUSE AND SENATE COMMITTEES INCLUDING THE FINANCE/WAYS AND MEANS, APPROPRIATIONS AND EDUCATION AND KEY MEMBERS FROM THE STATE OF TEXAS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART II-B, LINE 1
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IRS990ScheduleC/VolunteersInd0false
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0122958
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0782170
IRS990ScheduleD/ExpensesSubtotalAmt03127967
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt314908707
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt45067077
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5221235
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITIES DOMESTIC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EQUITIES FOREIGN
IRS990ScheduleD/OtherSecuritiesGrp/Desc2EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3PRIVATE CREDIT STRATEGY
IRS990ScheduleD/OtherSecuritiesGrp/Desc4BONDS CORPORATE
IRS990ScheduleD/OtherSecuritiesGrp/Desc5BONDS TAX EXEMPT
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS A FOUNDATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. AS A RESULT, INCOME TAXES ARE NOT INCLUDED IN THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION COMPLIES WITH FASB ASC TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FASB ASC 740), WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL TAX AUTHORITIES FOR YEARS ENDING BEFORE DECEMBER 31, 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT FEES NETTED AGAINST REVENUE ON FINANCIALS 782,170
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT FEES NETTED AGAINST REVENUE ON FINANCIALS 782,170
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,464,704
Liabilities
$973,299
Net assets
$181,491,405
Revenue
$13,006,465
Expenses
$3,910,137
Net income
$9,096,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$175$0.27$175$8.76$7.05$1.71
2023Detailed filing. Detailed filing data is available for this year.$166$0.25$166$6.17$6.22$0.05
2022Detailed filing. Detailed filing data is available for this year.$153$0.25$153$4.98$5.14$0.16
2021Detailed filing. Detailed filing data is available for this year.$182$0.97$181$13.0$3.91$9.10
2019Detailed filing. Detailed filing data is available for this year.$533$420$113$37.8$36.2$1.68
2018Detailed filing. Detailed filing data is available for this year.$862$751$111$43.2$40.7$2.57
2017Detailed filing. Detailed filing data is available for this year.$940$832$109$35.0$32.0$3.02
2016Detailed filing. Detailed filing data is available for this year.$1,037$932$106$35.1$31.1$3.95
2015Detailed filing. Detailed filing data is available for this year.$1,144$1,043$102$34.3$31.9$2.44
2014Detailed filing. Detailed filing data is available for this year.$1,028$929$99.3$32.3$29.0$3.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,166$1,063$103$31.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,384$1,281$103$42.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,598$1,494$104$46.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,858$1,758$101$53.2