Civic Intelligence

The Battier Take Charge Foundation Inc.

990 • Fiscal year 2020 • EIN 27-1832986

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profilewww.takechargefoundation.org
2829 Bird Avenue Suite 5Miami, FL 33133

(901) 233-4188

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.07x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

78th percentile

$124,950

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

2.3%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,519,766

Up $335,026 (+15%) from 2019

Net Assets

Up

$2,472,838

Up $313,581 (+15%) from 2019

Liabilities

Up

$46,928

Up $21,445 (+84%) from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin86th percentile

Revenue

Up

$715,186

Up $16,006 (+2.3%) from 2019

Expenses

Down

$431,081

Down $407,039 (-49%) from 2019

Net Income

Up

$284,105

Up $423,045 (+304%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $191,262Liabilities 2011: $0Net Assets 2011: $191,2622011Assets 2012: $363,284Liabilities 2012: $0Net Assets 2012: $363,2842012Assets 2013: $618,350Liabilities 2013: $0Net Assets 2013: $618,3502013Assets 2014: $1,166,772Liabilities 2014: $5,022Net Assets 2014: $1,161,7502014Assets 2015: $1,496,028Liabilities 2015: $1,745Net Assets 2015: $1,494,2832015Assets 2017: $2,141,093Liabilities 2017: $15,341Net Assets 2017: $2,125,7522017Assets 2018: $2,258,573Liabilities 2018: $28,398Net Assets 2018: $2,230,1752018Assets 2019: $2,184,740Liabilities 2019: $25,483Net Assets 2019: $2,159,2572019Assets 2020: $2,519,766Liabilities 2020: $46,928Net Assets 2020: $2,472,8382020Assets 2021: $2,510,061Liabilities 2021: $11,161Net Assets 2021: $2,498,9002021Assets 2022: $2,796,712Liabilities 2022: $24,783Net Assets 2022: $2,771,9292022Assets 2024: $3,417,744Liabilities 2024: $352,542Net Assets 2024: $3,065,2022024

Highlighted filing

2020

Assets$2,519,766
Liabilities$46,928
Net Assets$2,472,838
Open 2020 Filing

Operations Trend

Revenue Growth53rd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $15,4432011Expenses 2012: $43,7392012Revenue 2013: $290,397Expenses 2013: $35,294Net Income 2013: $255,1032013Revenue 2014: $628,589Expenses 2014: $85,189Net Income 2014: $543,4002014Revenue 2015: $488,589Expenses 2015: $156,056Net Income 2015: $332,5332015Revenue 2017: $671,727Expenses 2017: $503,995Net Income 2017: $167,7322017Revenue 2018: $706,611Expenses 2018: $459,148Net Income 2018: $247,4632018Revenue 2019: $699,180Expenses 2019: $838,120Net Income 2019: -$138,9402019Revenue 2020: $715,186Expenses 2020: $431,081Net Income 2020: $284,1052020Revenue 2021: $842,158Expenses 2021: $686,027Net Income 2021: $156,1312021Revenue 2022: $1,092,862Expenses 2022: $810,269Net Income 2022: $282,5932022Revenue 2024: $1,674,376Expenses 2024: $1,383,266Net Income 2024: $291,1102024

Highlighted filing

2020

Revenue$715,186
Expenses$431,081
Net Income$284,105
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$888,281
Mission and Program Overview

Mission

The advancement of education of children by providing educational opportunities to children who might not otherwise have the opportunity to pursue higher education through grants and scholarships.

See Attachment

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,159,257$2,472,838▲ $313,581
Investments Other Securities$1,919,494$2,060,066▲ $140,572
Cash and Non-Interest-Bearing Accounts$195,331$376,654▲ $181,323
Accounts Receivable$10,406$10,000▼ $406
Land, Buildings, and Equipment, Net$2,785$1,756▼ $1,029
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,184,740$2,519,766▲ $335,026
Other Assets Total$56,724$71,290▲ $14,566
Liabilities
Other Liabilities$25,483$46,928▲ $21,445
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$25,483$46,928▲ $21,445
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,159,257$2,472,838▲ $313,581
Total Liabilities and Net Assets / Fund Balance$2,184,740$2,519,766▲ $335,026

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,756$13,173$14,929
Other Securities$224,278--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Newell FlemingExecutive DirectorFT$124,950$124,950

Board Members and Trustees

NameTitle
Shane BattierPresident / Director
Heidi BattierVice President
Becky McCarronBoard Member
Dan WhyteBoard Member
Ellen MoreyBoard member
Lorron JamesBoard Member
Sandy GrossmanBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$530,042
Program Service Revenue
$0
Investment Income
$80,849
Other Revenue
$104,295
All Other Contributions
$5,108
Change in Net Assets
$284,105
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$202,319
Other Expenses$156,202
Grants and Similar Amounts Paid$72,560
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$93,713$31,238-$124,951
Grants to Domestic Orgs$72,560--$72,560
Other Salaries and Wages$50,393$12,598-$62,991
All Other Expenses$52,618$6,711-$59,329
Advertising$20,428$5,107-$25,535
Office Expenses$15,188$3,797-$18,985
Fees for Services Accounting-$17,834-$17,834
Payroll Taxes$10,783$3,594-$14,377
Insurance$5,706$5,344-$11,050
Other Expenses$902$8,790-$8,790
Fees for Services Other-$3,646-$3,646
Travel$2,240$560-$2,800
Depreciation Depletion-$2,406-$2,406
Conferences and Meetings-$68-$68
Total Functional Expenses$324,531$106,550$0$431,081
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Feeding South FloridaPembroke Park, FL501(c)(3)Feed, lead, strengthen. We do this by nourishing families with healthy food, uniting the community around hunger and poverty issues, and helping families achieve household stability.$10,000
Michigan State UniversityEast Lansing, MI501(c)(3)General$10,000
University of MiamiCoral Gables, FL501(c)(3)General$5,472
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$186,500
Fundraising Direct Expenses$82,205
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Dinner$186,500$186,500$15,367$171,133
Battioke--$2,164-
Total Events$186,500$186,500$82,205$104,295
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan$30,092
Credit Cards Payable$16,836
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

Part VI Line 12C

“A conflict of interest disclosure is provided to each employee, officer and director. Each employee, officer and director is requested to notify if a conflict exists or if any change would generate a conflict of interest.”

Part VI Line 18

“Public documents are available upon request.”

Part VI Line 11A

“The form 990 is emailed to persons on the organization's governing body for review before filing.”

Part VI Line 15

“The board of directors decide on the reasonalbe compensation based on the responsibilites of the position and by comparison to similarly sized organizations.”

Filing and Contact Details

Filer

Filer Name
Battier Take Charge Foundation
EIN
27-1832986
In Care Of
% NEWELL FLEMING
Phone
9012334188
Address
2829 Bird Avenue Suite 5, Miami, FL 33133

Signing Officer

Name
Newell Fleming
Title
Executive Director
Phone
9012334188
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Newell Fleming
Formed
2010
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
5

Preparer

Firm
Berkowitz Pollack Brant
Address
200 S BISCAYNE BLVD 7th FL, MIAMI, FL 33131
Preparer
Richard A Berkowitz JDCPA
Phone
3053797000
Supplemental Narrative

Additional Explanations

Part I Line 3

“Shane and Heidi Battier are husband and wife”

Part XI Line 9

“Current Year Book to Tax Difference (29,477) Prior Year Book to Tax Difference (28,076)”

Part I Line 1

“BTCF provides scholarships, mentorship, well-rounded academic programs, and comprehensive support to driven young leaders from Miami, Houston and Detroit. We have awarded over 100 scholarships since 2008, totaling over $2.3 million in funds provided. Through our personalized investment in each Scholar, we have achieved a 95% college graduation rate with our Battier Scholars, and 100% of our GUIDE Scholars have earned their high school diploma. Our Scholars are leaders on the campuses of prestigious colleges and universities throughout the US.”

Form 990 Part IX Line 24 - Other Expenses

“Description:guide program total expenses:9737 program services:9737”

Form 990 Part IX Line 24 - Other Expenses

“Description:gifts total expenses:6208 program services:3104 management and general:3104”

Form 990 Part IX Line 24 - Other Expenses

“Description:sub-contractor total expenses:9860 program services:7888 management and general:1972”

Form 990 Part IX Line 24 - Other Expenses

“Description:meals and entertainment total expenses:638 program services:319 management and general:319”

Form 990 Part IX Line 24 - Other Expenses

“Description:student extras total expenses:31570 program services:31570”

Form 990 Part IX Line 24 - Other Expenses

“Description:foreign tax paid total expenses:1316 management and general:1316”

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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 BATTIER TAKE CHARGE FOUNDATION IS DEDICATED TO PROVIDING RESOURCES FOR THE DEVELOPMENT AND EDUCATION OF UNDERSERVED YOUTH AND TEENS. THROUGH COLLEGE SCHOLARSHIPS, MENTORSHIP, AND DYNAMIC ACADEMIC AND LEADERSHIP PROGRAMS, WE ENCOURAGE AND INSPIRE A NEW GENERATION OF POTENTIAL LEADERS TO ACHIEVE THE DREAM OF A COLLEGE EDUCATION.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0104295
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt05108
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03797
IRS990/OfficeExpensesGrp/ProgramServicesAmt015188
IRS990/OfficeExpensesGrp/TotalAmt018985
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt056724
IRS990/OtherAssetsTotalGrp/EOYAmt071290
IRS990/OtherChangesInNetAssetsAmt029476
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE
IRS990/OtherExpensesGrp/Desc1BUSINESS LICENSE
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0487
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1300
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24070
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt38790
IRS990/OtherExpensesGrp/ProgramServicesAmt0902
IRS990/OtherExpensesGrp/TotalAmt01389
IRS990/OtherExpensesGrp/TotalAmt1300
IRS990/OtherExpensesGrp/TotalAmt24070
IRS990/OtherExpensesGrp/TotalAmt38790
IRS990/OtherLiabilitiesGrp/BOYAmt025483
IRS990/OtherLiabilitiesGrp/EOYAmt046928
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012598
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt050393
IRS990/OtherSalariesAndWagesGrp/TotalAmt062991
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03594
IRS990/PayrollTaxesGrp/ProgramServicesAmt010783
IRS990/PayrollTaxesGrp/TotalAmt014377
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Newell Fleming
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0671182
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0344172
IRS990/PYInvestmentIncomeAmt0108821
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0244522
IRS990/PYOtherRevenueAmt0-80823
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-138940
IRS990/PYSalariesCompEmpBnftPaidAmt0249426
IRS990/PYTotalExpensesAmt0838120
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0699180
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0284105
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02159257
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02472838
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0716541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0671182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0637915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0650285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0671651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03347574
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt045737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt053568
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt074448
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt052553
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt036321
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0262627
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt05810
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt026431
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02376
IRS990ScheduleA/OtherIncome170Grp/TotalAmt034626
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91844
IRS990ScheduleA/PublicSupportPY170Pct00.80736
IRS990ScheduleA/PublicSupportTotal170Amt03347574
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0671182
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0637915
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0650285
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0671651
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03347574
IRS990ScheduleA/TotalSupportAmt03644827
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01756
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013173
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014929
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016836
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt130092
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PPP LOAN
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0981
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt20
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt328448
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4362256
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5363828
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6133620

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,519,766
Liabilities
$46,928
Net assets
$2,472,838
Revenue
$715,186
Expenses
$431,081
Net income
$284,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.35$3.07$1.67$1.38$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.02$2.77$1.09$0.81$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.01$2.50$0.84$0.69$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.05$2.47$0.72$0.43$0.28
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.03$2.16$0.70$0.84$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.03$2.23$0.71$0.46$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.02$2.13$0.67$0.50$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.49$0.49$0.16$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.16$0.63$0.09$0.54
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.29$0.04$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.02