Civic Intelligence

First Congregational Memorial Tower

990 • Fiscal year 2017 • EIN 23-7384453

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

Organization ProfileN/A
PO Box 7070Pasadena, CA 91109

(323) 258-3512

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.54x

Higher debt load relative to assets than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.72x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

12th percentile

-9.4%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

1.2%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$1,695,130

Down $175,733 (-9.4%) from 2016

Net Assets

Up

$775,449

Up $87,984 (+13%) from 2016

Liabilities

Down

$919,681

Down $263,717 (-22%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin72nd percentile

Revenue

Up

$1,286,172

Up $15,288 (+1.2%) from 2016

Expenses

Up

$1,105,026

Up $38,846 (+3.6%) from 2016

Net Income

Down

$181,146

Down $23,558 (-12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$10M$5.0M$0Assets 2015: $1,922,255Liabilities 2015: $1,401,446Net Assets 2015: $520,8092015Assets 2016: $1,870,863Liabilities 2016: $1,183,398Net Assets 2016: $687,4652016Assets 2017: $1,695,130Liabilities 2017: $919,681Net Assets 2017: $775,4492017Assets 2018: $7,679,655Liabilities 2018: $7,287,275Net Assets 2018: $392,3802018Assets 2019: $6,862,403Liabilities 2019: $6,559,814Net Assets 2019: $302,5892019Assets 2020: $6,744,470Liabilities 2020: $6,431,367Net Assets 2020: $313,1032020Assets 2021: $6,684,595Liabilities 2021: $6,332,209Net Assets 2021: $352,3862021Assets 2022: $6,531,054Liabilities 2022: $6,219,239Net Assets 2022: $311,8152022Assets 2025: $9,862,841Liabilities 2025: $5,820,553Net Assets 2025: $4,042,2882025

Highlighted filing

2017

Assets$1,695,130
Liabilities$919,681
Net Assets$775,449
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $1,251,881Expenses 2015: $1,118,531Net Income 2015: $133,3502015Revenue 2016: $1,270,884Expenses 2016: $1,066,180Net Income 2016: $204,7042016Revenue 2017: $1,286,172Expenses 2017: $1,105,026Net Income 2017: $181,1462017Revenue 2018: $1,323,715Expenses 2018: $1,706,784Net Income 2018: -$383,0692018Revenue 2019: $1,377,621Expenses 2019: $1,467,412Net Income 2019: -$89,7912019Revenue 2020: $1,431,741Expenses 2020: $1,421,227Net Income 2020: $10,5142020Revenue 2021: $1,444,960Expenses 2021: $1,405,677Net Income 2021: $39,2832021Revenue 2022: $1,449,134Expenses 2022: $1,489,705Net Income 2022: -$40,5712022Revenue 2025: $3,399,170Expenses 2025: $1,964,801Net Income 2025: $1,434,3692025

Highlighted filing

2017

Revenue$1,286,172
Expenses$1,105,026
Net Income$181,146
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$1,286,172
Mission and Program Overview

Mission

To operate a 100 unit senior citizen housing complex which serves the low-income, elderly and handicapped.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,224,205$1,082,624▼ $141,581
Prepaid Expenses and Deferred Charges$41,600$40,324▼ $1,276
Cash and Non-Interest-Bearing Accounts$149,565$8,114▼ $141,451
Accounts Receivable$2,264$231▼ $2,033
Savings and Temporary Cash Investments-$0-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,870,863$1,695,130▼ $175,733
Other Assets Total$453,229$563,837▲ $110,608
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,097,669$843,524▼ $254,145
Accounts Payable and Accrued Expenses$57,018$47,750▼ $9,268
Other Liabilities$28,711$28,407▼ $304
Total Liabilities$1,183,398$919,681▼ $263,717
Net Assets / Fund Balance
Unrestricted Net Assets$687,465$775,449▲ $87,984
Total Net Assets Fund Balance$687,465$775,449▲ $87,984
Total Liabilities and Net Assets / Fund Balance$1,870,863$1,695,130▼ $175,733

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$818,624$4,010,524$4,829,148
Other Land Buildings-$528,801$528,801
Land$264,000-$264,000
Other Assets Org$28,407--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Mike BurrowsPresident
Ed HomVice President
Glenn DunhamDirector
Joan RawlingsDirector
Marla McbrideDirector
Jane HaubertCFO
Jane AhernSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,283,437
Investment Income
$2,735
Other Revenue
$0
Change in Net Assets
$181,146

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,286,172
Total Revenue per Audited Statements
$1,286,172
Total Revenue per Form 990
$1,286,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$844,468
Salaries, Compensation, and Employee Benefits$260,558
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$99,440$105,357-$204,797
Depreciation Depletion$141,581--$141,581
Interest$87,947--$87,947
Fees for Services Management$71,700--$71,700
Insurance$58,382$5,347-$63,729
All Other Expenses$30,509$28,733-$59,242
Other Expenses$39,385--$39,385
Other Employee Benefits$19,048$20,181-$39,229
Payroll Taxes$8,027$8,505-$16,532
Office Expenses-$15,153-$15,153
Fees for Services Accounting-$9,620-$9,620
Conferences and Meetings-$2,563-$2,563
Fees for Services Legal-$897-$897
Advertising$587--$587
Total Functional Expenses$908,670$196,356$0$1,105,026

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,105,026
Total Expenses per Audited Statements$1,105,026
Total Expenses per Form 990$1,105,026
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
No
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
TENANTS' SECURITY DEPOSITS$28,407
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

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

“Responsible for the daily operations of the housing project.”

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

“The form 990 is initially reviewed by falkenberg/gilliam and associates finance department and then forwarded to the board members for review and signature.”

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

“The financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
First Congregational Memorial Tower
EIN
23-7384453
Phone
3232583512
Address
PO BOX 7070, PASADENA, CA 91109

Signing Officer

Name
Mike Burrows
Title
President
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Burrows
Formed
1974
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
4
Volunteers
7

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108-3820
Preparer
Michael J Zizzi
Phone
6192947200
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Surplus cash distribution to calhfa = -$93162”

Financial Statement Notes

Part X : FIN48 Footnote

“The organization is exempt from income taxes under section 501(c)(3) of the internal revenue code and section 23701(d)of the california revenue and taxation code. The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.the organization is not a private foundation.the organization's return of organization exempt from income tax return for the years ended june 30, 2017, 2016, 2015, and 2014 are subject to examination by the internal revenue service and state taxing authorities, generally three to four years after the returns were filed.”

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IRS990/OtherLiabilitiesGrp/EOYAmt028407
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0105357
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt099440
IRS990/OtherSalariesAndWagesGrp/TotalAmt0204797
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08505
IRS990/PayrollTaxesGrp/ProgramServicesAmt08027
IRS990/PayrollTaxesGrp/TotalAmt016532
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt041600
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt040324
IRS990/PrincipalOfficerNm0MIKE BURROWS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/Desc0LAUNDRY INCOME
IRS990/ProgramServiceRevenueGrp/Desc1TENANT ASSISTANCE PAYMENT
IRS990/ProgramServiceRevenueGrp/Desc2TENANT RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03314
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1875260
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2404863
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03314
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1875260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2404863
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01470
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0823940
IRS990/PYProgramServiceRevenueAmt01269414
IRS990/PYRevenuesLessExpensesAmt0204704
IRS990/PYSalariesCompEmpBnftPaidAmt0242240
IRS990/PYTotalExpensesAmt01066180
IRS990/PYTotalRevenueAmt01270884
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0181146
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01283437
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02735
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01470
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01205
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01983
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01283437
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01269414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01250871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01237466
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01231218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06272406
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01470
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01205
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01983
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08403
IRS990ScheduleA/InvestmentIncomeCYPct00.00130
IRS990ScheduleA/InvestmentIncomePYPct00.00150
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99870
IRS990ScheduleA/PublicSupportPY509Pct00.99850
IRS990ScheduleA/PublicSupportTotal509Amt06272406
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01283437
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01269414
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01250871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01237466
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01231218
IRS990ScheduleA/Total509Grp/TotalAmt06272406
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01286172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01270884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01251881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01238671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01233201
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06280809
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0818624
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04010524
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04829148
IRS990ScheduleD/ExpensesSubtotalAmt01105026
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0264000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0264000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt093592
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt135791
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2342263
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt363784
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt428407
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INSURANCE IMPOUNDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESERVE FOR REPLACEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESERVE FUND FOR OPERATIONS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4TENANTS' SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0528801
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0528801
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028407
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANTS' SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt01286172
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D)OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.THE ORGANIZATION IS NOT A PRIVATE FOUNDATION.THE ORGANIZATION'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX RETURN FOR THE YEARS ENDED JUNE 30, 2017, 2016, 2015, AND 2014 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY THREE TO FOUR YEARS AFTER THE RETURNS WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01082624
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0563837
IRS990ScheduleD/TotalExpensesPerForm990Amt01105026
IRS990ScheduleD/TotalLiabilityAmt028407
IRS990ScheduleD/TotalRevenuePerForm990Amt01286172
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01286172
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01105026
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RESPONSIBLE FOR THE DAILY OPERATIONS OF THE HOUSING PROJECT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS INITIALLY REVIEWED BY FALKENBERG/GILLIAM AND ASSOCIATES FINANCE DEPARTMENT AND THEN FORWARDED TO THE BOARD MEMBERS FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SURPLUS CASH DISTRIBUTION TO CALHFA = -$93162
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,695,130
Liabilities
$919,681
Net assets
$775,449
Revenue
$1,286,172
Expenses
$1,105,026
Net income
$181,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.86$5.82$4.04$3.40$1.96$1.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.53$6.22$0.31$1.45$1.49$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.68$6.33$0.35$1.44$1.41$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.74$6.43$0.31$1.43$1.42$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.86$6.56$0.30$1.38$1.47$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$7.29$0.39$1.32$1.71$0.38
2017Detailed filing. Detailed filing data is available for this year.$1.70$0.92$0.78$1.29$1.11$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.87$1.18$0.69$1.27$1.07$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.92$1.40$0.52$1.25$1.12$0.13