Civic Intelligence

Minnesota Association of School Business

990 • Fiscal year 2014 • EIN 23-7101055

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 23, 2014

1000 Westgate Drive55114

(651) 290-7485

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.14x

Higher debt load relative to assets than 63% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.28x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

30th percentile

-3.7%

Higher net margin than 30% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

79th percentile

$73,440

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

58th percentile

4.9%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$828,552

Up $39,033 (+4.9%) from 2013

Net Assets

Down

$715,062

Down $14,672 (-2.0%) from 2013

Liabilities

Up

$113,490

Up $53,705 (+90%) from 2013

Revenue

$401,647

No earlier filing loaded for comparison.

Expenses

Down

$416,319

Down $3,745 (-0.9%) from 2013

Net Income

-$14,672

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $631,000Liabilities 2010: $14,507Net Assets 2010: $616,4932010Assets 2011: $725,596Liabilities 2011: $10,666Net Assets 2011: $714,9302011Assets 2012: $754,126Liabilities 2012: $7,379Net Assets 2012: $746,7472012Assets 2013: $789,519Liabilities 2013: $59,785Net Assets 2013: $729,7342013Assets 2014: $828,552Liabilities 2014: $113,490Net Assets 2014: $715,0622014Assets 2015: $900,912Liabilities 2015: $97,039Net Assets 2015: $803,8732015Assets 2016: $960,849Liabilities 2016: $74,671Net Assets 2016: $886,1782016Assets 2017: $1,052,707Liabilities 2017: $89,243Net Assets 2017: $963,4642017Assets 2018: $1,205,884Liabilities 2018: $170,718Net Assets 2018: $1,035,1662018Assets 2019: $1,237,244Liabilities 2019: $122,029Net Assets 2019: $1,115,2152019Assets 2020: $1,201,903Liabilities 2020: $102,932Net Assets 2020: $1,098,9712020Assets 2021: $1,232,441Liabilities 2021: $82,181Net Assets 2021: $1,150,2602021Assets 2022: $1,252,306Liabilities 2022: $189,114Net Assets 2022: $1,063,1922022Assets 2023: $1,428,575Liabilities 2023: $201,729Net Assets 2023: $1,226,8462023Assets 2024: $1,488,616Liabilities 2024: $146,061Net Assets 2024: $1,342,5552024

Highlighted filing

2014

Assets$828,552
Liabilities$113,490
Net Assets$715,062

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $437,144Expenses 2010: $339,714Net Income 2010: $97,4302010Expenses 2011: $310,2862011Expenses 2012: $365,6972012Expenses 2013: $420,0642013Revenue 2014: $401,647Expenses 2014: $416,319Net Income 2014: -$14,6722014Revenue 2015: $587,152Expenses 2015: $498,341Net Income 2015: $88,8112015Revenue 2016: $639,930Expenses 2016: $557,625Net Income 2016: $82,3052016Revenue 2017: $666,315Expenses 2017: $589,029Net Income 2017: $77,2862017Revenue 2018: $691,182Expenses 2018: $619,480Net Income 2018: $71,7022018Revenue 2019: $714,737Expenses 2019: $634,688Net Income 2019: $80,0492019Revenue 2020: $563,017Expenses 2020: $579,261Net Income 2020: -$16,2442020Revenue 2021: $464,455Expenses 2021: $413,166Net Income 2021: $51,2892021Revenue 2022: $603,485Expenses 2022: $690,553Net Income 2022: -$87,0682022Revenue 2023: $853,906Expenses 2023: $690,252Net Income 2023: $163,6542023Revenue 2024: $877,976Expenses 2024: $762,267Net Income 2024: $115,7092024

Highlighted filing

2014

Revenue$401,647
Expenses$416,319
Net Income-$14,672
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 23, 2014
Return Version
2013v4.0
Gross Receipts
$401,647
Mission and Program Overview

Mission

Advances the knowledge & abilities of school business professionals & provides a voice & forum for the profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$687,506$688,734▲ $1,228
Cash and Non-Interest-Bearing Accounts$79,015$118,068▲ $39,053
Prepaid Expenses and Deferred Charges$10,238$16,796▲ $6,558
Accounts Receivable$12,760$4,954▼ $7,806
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$789,519$828,552▲ $39,033
Other Assets Total-$0-
Liabilities
Deferred Revenue$40,664$62,080▲ $21,416
Accounts Payable and Accrued Expenses$14,121$42,383▲ $28,262
Other Liabilities$5,000$9,027▲ $4,027
Total Liabilities$59,785$113,490▲ $53,705
Net Assets / Fund Balance
Unrestricted Net Assets$729,734$715,062▼ $14,672
Total Net Assets Fund Balance$729,734$715,062▼ $14,672
Total Liabilities and Net Assets / Fund Balance$789,519$828,552▲ $39,033
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Connie NordquistExecutive DirectorFT$73,440$73,440

Board Members and Trustees

NameTitle
Margo BauckPast President
Bruce LamprechtPresident
Heide MillerPresident Elect
Stephen AndersonVice President
Deedee KahringDirector
Robyn Vosberg TorgersonDirector
Tina BurkholderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$333,904
Investment Income
$67,143
Other Revenue
$600
Change in Net Assets
$-14,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$336,298
Salaries, Compensation, and Employee Benefits$80,021
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$138,427$8,046-$146,473
Fees for Services Management-$84,000-$84,000
Current Officers, Directors, Trustees, and Key Employees-$73,792-$73,792
Travel$21,693$13,501-$35,194
Fees for Services Lobbying$18,000--$18,000
Office Expenses-$16,621-$16,621
Payroll Taxes-$6,229-$6,229
Information Technology-$4,500-$4,500
Insurance-$3,152-$3,152
Fees for Services Accounting-$2,396-$2,396
Fees for Services Other-$2,000-$2,000
Fees for Services Legal-$1,340-$1,340
Other Expenses$408$355-$763
Total Functional Expenses$196,045$220,274$0$416,319
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rising Star Award$9,027
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 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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

The organization has delegated office administration, board & committee support, events management, website maintenance, communications & financial services to a management company. The board monitors the management company activities.

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Membership consists of over 500 school district personnel representing minnesota school districts who serve in areas of business administration, superintendany, accounting, buildings & grounds, transportation, food services, personnel/payroll/benefits & purchasing.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

The president appoints a nominating committee chaired by the past president, who receives nominations. It is the duty of the nominating committee to submit at least one name for each vacancy to be filled. The report of the nominating committee is submitted in writing to the board of directors prior to the annual meeting.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Organization members elect the board of directors & approve changes to bylaws.

Form 990, Part VI, Line 11B: Form 990 Review Process

An electronic copy of the 990 is provided to the board via e-mail prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each officer & director is required to agree in writing to comply with the code of conduct, including the conflict of interest policy, upon installation to the board. At the first official board meeting of each year, board members review & affirm that they have read & will comply with the code of conduct.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The board of directors conducts an annual evaluation of the executive director at a board meeting.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Government documents, policies & financial statements may be obtained upon e-mail or phone request through the management company ewald consulting.

Filing and Contact Details

Filer

EIN
23-7101055
Phone
6512907485

Signing Officer

Name
Tina Burkholder
Title
Treasurer
Signed
2014-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heide Miller
Formed
1950
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
30

Preparer

Preparer
Stacey R Petersen CPA
Phone
9527673212
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03207
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11135
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2355
IRS990/OtherExpensesGrp/ProgramServicesAmt016882
IRS990/OtherExpensesGrp/ProgramServicesAmt1635
IRS990/OtherExpensesGrp/ProgramServicesAmt2408
IRS990/OtherExpensesGrp/TotalAmt020089
IRS990/OtherExpensesGrp/TotalAmt11770
IRS990/OtherExpensesGrp/TotalAmt2763
IRS990/OtherLiabilitiesGrp/BOYAmt05000
IRS990/OtherLiabilitiesGrp/EOYAmt09027
IRS990/OtherRevenueMiscGrp/BusinessCd0561300
IRS990/OtherRevenueMiscGrp/Desc0JOB POSTINGS
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0600
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0600
IRS990/OtherRevenueTotalAmt0600
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06229
IRS990/PayrollTaxesGrp/TotalAmt06229
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010238
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016796
IRS990/PrincipalOfficerNm0HEIDE MILLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/BusinessCd3541800
IRS990/ProgramServiceRevenueGrp/Desc0EXHIBITORS
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc2REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/Desc3SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt016000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt045429
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt198274
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2174201
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt045429
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt198274
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2174201
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt316000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0127339
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0341834
IRS990/PYProgramServiceRevenueAmt0275712
IRS990/PYRevenuesLessExpensesAmt0-17013
IRS990/PYSalariesCompEmpBnftPaidAmt078230
IRS990/PYTotalExpensesAmt0420064
IRS990/PYTotalRevenueAmt0403051
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-14672
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0333904
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0687506
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0688734
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03033
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt067143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0127339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0103122
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0103354
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015879
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0416837
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0317904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0264712
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0282392
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0302335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0421265
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01588608
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt016000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt011000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt012000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt039000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt067743
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0127339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0103122
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0103354
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015879
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0417437
IRS990ScheduleA/InvestmentIncomeCYPct00.20380
IRS990ScheduleA/InvestmentIncomePYPct00.17210
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt0600
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt0600
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.79620
IRS990ScheduleA/PublicSupportPY509Pct00.82790
IRS990ScheduleA/PublicSupportTotal509Amt01630641
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0333904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0275712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0294392
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0305368
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0421265
IRS990ScheduleA/Total509Grp/TotalAmt01630641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0401647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0403051
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0397514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0408722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0437144
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02048078
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/Form4720Filed4912TaxInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsAmt018000
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0true
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/TotalLobbyingExpendituresAmt018000
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09027
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RISING STAR AWARD
IRS990ScheduleD/TotalLiabilityAmt09027
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS DELEGATED OFFICE ADMINISTRATION, BOARD & COMMITTEE SUPPORT, EVENTS MANAGEMENT, WEBSITE MAINTENANCE, COMMUNICATIONS & FINANCIAL SERVICES TO A MANAGEMENT COMPANY. THE BOARD MONITORS THE MANAGEMENT COMPANY ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP CONSISTS OF OVER 500 SCHOOL DISTRICT PERSONNEL REPRESENTING MINNESOTA SCHOOL DISTRICTS WHO SERVE IN AREAS OF BUSINESS ADMINISTRATION, SUPERINTENDANY, ACCOUNTING, BUILDINGS & GROUNDS, TRANSPORTATION, FOOD SERVICES, PERSONNEL/PAYROLL/BENEFITS & PURCHASING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT APPOINTS A NOMINATING COMMITTEE CHAIRED BY THE PAST PRESIDENT, WHO RECEIVES NOMINATIONS. IT IS THE DUTY OF THE NOMINATING COMMITTEE TO SUBMIT AT LEAST ONE NAME FOR EACH VACANCY TO BE FILLED. THE REPORT OF THE NOMINATING COMMITTEE IS SUBMITTED IN WRITING TO THE BOARD OF DIRECTORS PRIOR TO THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION MEMBERS ELECT THE BOARD OF DIRECTORS & APPROVE CHANGES TO BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AN ELECTRONIC COPY OF THE 990 IS PROVIDED TO THE BOARD VIA E-MAIL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH OFFICER & DIRECTOR IS REQUIRED TO AGREE IN WRITING TO COMPLY WITH THE CODE OF CONDUCT, INCLUDING THE CONFLICT OF INTEREST POLICY, UPON INSTALLATION TO THE BOARD. AT THE FIRST OFFICIAL BOARD MEETING OF EACH YEAR, BOARD MEMBERS REVIEW & AFFIRM THAT THEY HAVE READ & WILL COMPLY WITH THE CODE OF CONDUCT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR AT A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNMENT DOCUMENTS, POLICIES & FINANCIAL STATEMENTS MAY BE OBTAINED UPON E-MAIL OR PHONE REQUEST THROUGH THE MANAGEMENT COMPANY EWALD CONSULTING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.15$1.34$0.88$0.76$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.20$1.23$0.85$0.69$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.19$1.06$0.60$0.69$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.08$1.15$0.46$0.41$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.10$1.10$0.56$0.58$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.12$1.12$0.71$0.63$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.17$1.04$0.69$0.62$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.09$0.96$0.67$0.59$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.07$0.89$0.64$0.56$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.10$0.80$0.59$0.50$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.11$0.72$0.40$0.42$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.06$0.73$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.01$0.75$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.01$0.71$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.01$0.62$0.44$0.34$0.10