Civic Intelligence

Preservation Chapel Hill

990 • Fiscal year 2022 • EIN 23-7218278

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 03, 2022

Organization ProfileWWW.PRESERVATIONCHAPELHILL.ORG
610 E Rosemary StChapel Hill, NC 27514

(919) 929-3233

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

35th percentile

-3.4%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

42nd percentile

1.8%

Faster revenue growth than 42% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$799,713

Down $27,892 (-3.4%) from 2021

Net Assets

Down

$799,001

Down $27,507 (-3.3%) from 2021

Liabilities

Down

$712

Down $385 (-35%) from 2021

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin12th percentile

Revenue

Up

$95,459

Up $1,700 (+1.8%) from 2021

Expenses

Up

$121,869

Up $37,381 (+44%) from 2021

Net Income

Down

-$26,410

Down $35,681 (-385%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $813,882Liabilities 2013: $9,373Net Assets 2013: $804,5092013Assets 2016: $721,855Liabilities 2016: $7,312Net Assets 2016: $714,5432016Assets 2017: $807,807Liabilities 2017: $7,924Net Assets 2017: $799,8832017Assets 2019: $831,088Liabilities 2019: $812Net Assets 2019: $830,2762019Assets 2020: $817,210Liabilities 2020: $500Net Assets 2020: $816,7102020Assets 2021: $827,605Liabilities 2021: $1,097Net Assets 2021: $826,5082021Assets 2022: $799,713Liabilities 2022: $712Net Assets 2022: $799,0012022Assets 2023: $847,917Liabilities 2023: $1,156Net Assets 2023: $846,7612023Assets 2024: $1,229,897Liabilities 2024: $2,548Net Assets 2024: $1,227,3492024

Highlighted filing

2022

Assets$799,713
Liabilities$712
Net Assets$799,001
Open 2022 Filing

Operations Trend

Revenue Growth42nd percentile

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

$400K$200K$0-$200KRevenue 2013: $123,698Expenses 2013: $158,690Net Income 2013: -$34,9922013Revenue 2016: $139,420Expenses 2016: $153,895Net Income 2016: -$14,4752016Revenue 2017: $174,095Expenses 2017: $88,756Net Income 2017: $85,3392017Revenue 2019: $108,680Expenses 2019: $112,729Net Income 2019: -$4,0492019Revenue 2020: $104,537Expenses 2020: $116,416Net Income 2020: -$11,8792020Revenue 2021: $93,759Expenses 2021: $84,488Net Income 2021: $9,2712021Revenue 2022: $95,459Expenses 2022: $121,869Net Income 2022: -$26,4102022Revenue 2023: $190,590Expenses 2023: $142,830Net Income 2023: $47,7602023Revenue 2024: $396,708Expenses 2024: $150,722Net Income 2024: $245,9862024

Highlighted filing

2022

Revenue$95,459
Expenses$121,869
Net Income-$26,410
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 3, 2022
Return Version
2021v4.2
Gross Receipts
$198,946
Mission and Program Overview

Mission

Preservation chapel hill is dedicated to protecting the character and heritage of the town of chapel hill, and the surrounding commuinty, through the preservation and conservation of its historic buildings and cultural landscapes.

To preserve the character and heritage of the town of chapel hill and surrounding community

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$826,508$799,001▼ $27,507
Investments Other Securities$412,625$425,776▲ $13,151
Savings and Temporary Cash Investments$252,444$217,584▼ $34,860
Other Notes and Loans Receivable, Net$52,659$49,017▼ $3,642
Cash and Non-Interest-Bearing Accounts$35,421$32,880▼ $2,541
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$827,605$799,713▼ $27,892
Other Assets Total$74,456$74,456→ $0
Liabilities
Other Liabilities$1,097$712▼ $385
Total Liabilities$1,097$712▼ $385
Net Assets / Fund Balance
Total Net Assets Fund Balance$826,508$799,001▼ $27,507
Total Liabilities and Net Assets / Fund Balance$827,605$799,713▼ $27,892

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$40,879$40,879
Other Land Buildings$0$20,524$20,524
Equipment$0$6,189$6,189
Other Assets Org$74,456--
Other Securities$132,129--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$441,243-▲ $28,769$20,000$445,565
2020$425,981-▲ $15,262-$441,243
2019$416,544-▲ $9,437-$425,981
2018$417,381-▼ $837-$416,544
2017$378,766-▲ $38,615-$417,381
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Phillip LyonsPresident
Garland HersheyVice President
Campbell GibsonBoard Member
Chris BerndtBoard Member
Don TiseBoard Member
Emilie De LucaBoard Member
Laurie NormanBoard Member
Rebecca JohnsonBoard Member
Sally SatherBoard Member
Sandra RichBoard Member
Margaret McguinnSecretary
Tom HeffnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,735
Program Service Revenue
$15,406
Investment Income
$30,396
Other Revenue
$18,922
All Other Contributions
$13,185
Change in Net Assets
$-26,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,366
Salaries, Compensation, and Employee Benefits$35,503
Total Fundraising Expense$8,925
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$29,561$18,812$5,375$53,748
Other Salaries and Wages$18,139$11,543$3,298$32,980
Fees for Services Other$6,186--$6,186
Fees for Services Accounting-$5,850-$5,850
Fees for Service Investment Mgmnt Fees-$4,447-$4,447
Office Expenses$1,136$2,956-$4,092
Payroll Taxes$1,388$883$252$2,523
Advertising-$1,234-$1,234
Grants to Domestic Orgs$1,000--$1,000
Insurance-$692-$692
Other Expenses$600--$600
Total Functional Expenses$66,527$46,417$8,925$121,869
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$37,308
Fundraising Gross Income$14,999
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Security Deposits$500
Sales Tax Withheld$212
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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 A, Line 6

“Membership is open to the general public.”

Form 990, Part VI, Section A, Line 7A

“Board members are elected by the general membership.”

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

“The organization makes form 990 available to the board prior to approving and filing form 990.”

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

“The board sets and approves all compensation. Salaries are determined by several factors, including job analysis and evaluation, the essential duties and responsibilities of the job, and salary survey data on pay practices of other employers.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Preservation Chapel Hill
EIN
23-7218278
Phone
9199293233
Address
610 E ROSEMARY ST, CHAPEL HILL, NC 27514

Signing Officer

Name
Phillip Lyons
Title
President
Phone
9199293233
Signed
2022-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phillip Lyons
Formed
1972
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
35

Preparer

Firm
Thomas Judy & Tucker
Address
4700 FALLS OF NUESE ROAD, RALEIGH, NC 27609
Preparer
Haley J Myers CPA
Phone
9195717055
Supplemental Narrative

Financial Statement Notes

Part II, Line 9

“Conservation easements are not recorded on the balance sheet and have no impact on the income statement.”

Part III, Line 4

“We maintain the horace williams house as an example of adaptive reuse, a key tool for historic preservation. It is the only historic house in chapel hill that is open to the public, so it is furnished with a collection of antiques appropriate for public education about the period of signifigance associated with the house, including items once owned by horace williams himself.”

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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/MissionDesc0PRESERVATION CHAPEL HILL IS DEDICATED TO PROTECTING THE CHARACTER AND HERITAGE OF THE TOWN OF CHAPEL HILL, AND THE SURROUNDING COMMUINTY, THROUGH THE PRESERVATION AND CONSERVATION OF ITS HISTORIC BUILDINGS AND NEIGHBORHOODS.
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IRS990/OtherAssetsTotalGrp/EOYAmt074456
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ART PROGRAM
IRS990/OtherExpensesGrp/Desc1BAROQUE + BEYOND
IRS990/OtherExpensesGrp/Desc2PRESERVATION PROGRAM
IRS990/OtherExpensesGrp/ProgramServicesAmt06307
IRS990/OtherExpensesGrp/ProgramServicesAmt12210
IRS990/OtherExpensesGrp/ProgramServicesAmt2600
IRS990/OtherExpensesGrp/TotalAmt06307
IRS990/OtherExpensesGrp/TotalAmt12210
IRS990/OtherExpensesGrp/TotalAmt2600
IRS990/OtherLiabilitiesGrp/BOYAmt01097
IRS990/OtherLiabilitiesGrp/EOYAmt0712
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03298
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011543
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018139
IRS990/OtherSalariesAndWagesGrp/TotalAmt032980
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt052659
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt049017
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0252
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0883
IRS990/PayrollTaxesGrp/ProgramServicesAmt01388
IRS990/PayrollTaxesGrp/TotalAmt02523
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PHILLIP LYONS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ART EXHIBITION EVENT
IRS990/ProgramServiceRevenueGrp/Desc1BAROQUE & BEYOND CONCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014353
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11053
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014353
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11053
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt018862
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt019156
IRS990/PYOtherExpensesAmt057153
IRS990/PYOtherRevenueAmt036940
IRS990/PYProgramServiceRevenueAmt018801
IRS990/PYRevenuesLessExpensesAmt09271
IRS990/PYSalariesCompEmpBnftPaidAmt027335
IRS990/PYTotalExpensesAmt084488
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt093759
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-26410
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt041110
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt015527
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0826508
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0799001
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0252444
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0217584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt030735
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt034454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0138989
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt055656
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt042892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt048070
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt050777
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt045872
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0243267
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0112822
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34570
IRS990ScheduleA/PublicSupportPY170Pct00.35190
IRS990ScheduleA/PublicSupportTotal170Amt0132162
IRS990ScheduleA/SubstantialContributorsTotAmt06827
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt030735
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018862
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt034454
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0138989
IRS990ScheduleA/TotalSupportAmt0382256
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt074456
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04447
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0441243
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0445565
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt028769
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt020000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0425981
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0441243
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015262
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0416544
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0425981
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09437
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0417381
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0416544
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-837
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0378766
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0417381
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038615
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06189
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06189
IRS990ScheduleD/ExpensesIncurredEnforcementAmt0500
IRS990ScheduleD/HistoricStructureEasementsCnt013
IRS990ScheduleD/HistoricStructureInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt040879
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt040879
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt074456
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COLLECTIBLE FURNISHINGS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt020524
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020524
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1212
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX WITHHELD
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0911
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1108153
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22319
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3182264
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4132129
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIDELITY MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2FIDELITY EXCHANGE TRADED PRODUCTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3FIDELITY STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4FIDELITY BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$799,713
Liabilities
$712
Net assets
$799,001
Revenue
$95,459
Expenses
$121,869
Net income
-$26,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.40$0.15$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.19$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.10$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.09$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.10$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.11$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.17$0.09$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.14$0.15$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.12$0.16$0.03