Civic Intelligence

Confluence Philanthropy Inc.

990 • Fiscal year 2022 • EIN 27-3018135

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

Organization ProfileWWW.CONFLUENCEPHILANTHROPY.ORG

View Organization Page

215 Lexington Ave 10th FLNew York, NY 10016

(917) 997-6577

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.15x

Higher debt load relative to assets than 93% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

89th percentile

0.16x

Higher debt load relative to revenue than 89% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Net Margin

51st percentile

1.7%

Higher net margin than 51% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

98th percentile

$234,279

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Asset Growth

71st percentile

3.0%

Faster asset growth than 71% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

56th percentile

-9.4%

Faster revenue growth than 56% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$2,528,677

Up $73,022 (+3.0%) from 2021

Net Assets

Up

$2,152,240

Up $18,892 (+0.9%) from 2021

Liabilities

Up

$376,437

Up $54,130 (+17%) from 2021

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin51st percentile

Revenue

Down

$2,376,409

Down $245,833 (-9.4%) from 2021

Expenses

Up

$2,335,059

Up $844,659 (+57%) from 2021

Net Income

Down

$41,350

Down $1,090,492 (-96%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $213,119Liabilities 2013: $31,132Net Assets 2013: $181,9872013Assets 2014: $227,710Liabilities 2014: $4,480Net Assets 2014: $223,2302014Assets 2015: $250,355Liabilities 2015: $24,643Net Assets 2015: $225,7122015Assets 2016: $674,990Liabilities 2016: $96,656Net Assets 2016: $578,3342016Assets 2018: $740,444Liabilities 2018: $191,762Net Assets 2018: $548,6822018Assets 2019: $795,337Liabilities 2019: $177,871Net Assets 2019: $617,4662019Assets 2021: $2,455,655Liabilities 2021: $322,307Net Assets 2021: $2,133,3482021Assets 2022: $2,528,677Liabilities 2022: $376,437Net Assets 2022: $2,152,2402022Assets 2023: $2,635,091Liabilities 2023: $376,440Net Assets 2023: $2,258,6512023Assets 2024: $2,573,326Liabilities 2024: $497,792Net Assets 2024: $2,075,5342024

Highlighted filing

2022

Assets$2,528,677
Liabilities$376,437
Net Assets$2,152,240
Open 2022 Filing

Operations Trend

Revenue Growth56th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2013: $394,9242013Revenue 2014: $510,146Expenses 2014: $468,965Net Income 2014: $41,1812014Revenue 2015: $629,870Expenses 2015: $627,388Net Income 2015: $2,4822015Revenue 2016: $1,104,977Expenses 2016: $752,355Net Income 2016: $352,6222016Revenue 2018: $1,383,475Expenses 2018: $1,403,720Net Income 2018: -$20,2452018Revenue 2019: $1,715,154Expenses 2019: $1,646,370Net Income 2019: $68,7842019Revenue 2021: $2,622,242Expenses 2021: $1,490,400Net Income 2021: $1,131,8422021Revenue 2022: $2,376,409Expenses 2022: $2,335,059Net Income 2022: $41,3502022Revenue 2023: $2,376,299Expenses 2023: $2,278,807Net Income 2023: $97,4922023Revenue 2024: $2,556,995Expenses 2024: $2,532,330Net Income 2024: $24,6652024

Highlighted filing

2022

Revenue$2,376,409
Expenses$2,335,059
Net Income$41,350
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.2
Gross Receipts
$2,376,409
Mission and Program Overview

Mission

The organizations mission is to provide a network of foundations and non-profits that practice mission related investing. By providing technical assistance to charitable foundations and non-profit organizations they aim to increase mission-related investing.

Confluence philanthropy's mission is to transform the practice of investing by aligning capital with our community's values of sustainability, equity, and justice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,618,304$2,188,897▲ $570,593
Accounts Receivable$604,335$226,410▼ $377,925
Investments Other Securities$175,440$105,117▼ $70,323
Prepaid Expenses and Deferred Charges$38,686$0▼ $38,686
Land, Buildings, and Equipment, Net$6,890$8,253▲ $1,363
Total Assets$2,443,655$2,528,677▲ $85,022
Liabilities
Accounts Payable and Accrued Expenses$182,234$375,687▲ $193,453
Unsecured Notes Loans Payable$149,797$0▼ $149,797
Other Liabilities$750$750→ $0
Total Liabilities$332,781$376,437▲ $43,656
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,422,004$1,855,940▲ $433,936
Net Assets With Donor Restrictions$688,870$296,300▼ $392,570
Total Net Assets Fund Balance$2,110,874$2,152,240▲ $41,366
Total Liabilities and Net Assets / Fund Balance$2,443,655$2,528,677▲ $85,022

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,253$15,421$23,674
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana LanzaCEOFT$209,967$24,312$234,279
David EstradaManaging DirectorFT$150,673$20,280$170,953
Michael Francisco-mcguireCOOFT$124,997$9,600$134,597
Sarah DenicolaProgram DirectorFT$100,417$13,775$114,192

Board Members and Trustees

NameTitle
Ivan FrishbergChair
Bob BancroftVice Chair
Aimee ChristenenBoard Member
Eric StephensonBoard Member
Fatima AngelesBoard Member
Greg RatliffBoard Member
Loren BlackfordBoard Member
Stacey FaellaBoard Member
Kathleen SimpsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Edie FarwellConsulting Services30 LINDEN ROAD, Hartland, VT 05048$126,586
Revenue and Support

Revenue Composition

Contributions and Grants
$2,059,447
Program Service Revenue
$299,656
Investment Income
$2,303
Other Revenue
$15,003
All Other Contributions
$1,040,550
Change in Net Assets
$41,350

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,376,409
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$16
Total Revenue per Audited Statements
$2,376,425
Total Revenue per Form 990
$2,376,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,331,348
Other Expenses$1,003,711
Total Fundraising Expense$170,090
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$611,844$39,312$39,393$690,549
Current Officers, Directors, Trustees, and Key Employees$297,420$62,887$83,603$443,910
Fees for Services Other$382,865$3,759-$386,624
Conferences and Meetings$282,724$805-$283,529
Fees for Services Accounting$23,782$135,566-$159,348
Other Employee Benefits$79,966$2,094$12,828$94,888
Payroll Taxes$49,349$8,305$18,957$76,611
Information Technology$18,262$23,089$1,844$43,195
Occupancy$33,223$3,736$5,685$42,644
Travel$36,736$159-$36,895
Pension Plan Contributions$16,039$1,571$7,780$25,390
Office Expenses$7,631$6,313-$13,944
Depreciation Depletion-$3,059-$3,059
Fees for Services Legal$1,925--$1,925
Other Expenses$19,891$1,465-$1,465
Total Functional Expenses$1,861,657$303,312$170,090$2,335,059

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,335,059
Total Expenses per Audited Statements$2,335,059
Total Expenses per Form 990$2,335,059
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$750
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 B, Line 11B

“A draft of the form 990 is provided to officers for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors, and trustees were required to disclose annually any interests that could give rise to confilicts. The organization regularly and consistently monitors and enforces compliance with this policy.”

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

“The process for determining compensation for the organization's ceo included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision.”

Form 990, Part VI, Section C, Line 19

“No documents are available to the public”

Filing and Contact Details

Filer

Filer Name
Confluence Philanthropy Inc
EIN
27-3018135
Phone
9179976577
Address
215 LEXINGTON AVE 10TH FL, NEW YORK, NY 10016

Signing Officer

Name
Dana Lanza
Title
CEO
Phone
9179750191
Signed
2023-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Lanza
Formed
2010
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
10
Employees
9
Volunteers
11

Preparer

Firm
Snyder Cohn Pc
Address
11200 ROCKVILLE PIKE SUITE 415, NORTH BETHESDA, MD 20852
Preparer
Keith Jennings
Phone
3016526700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees: program service expenses 382,865. Management and general expenses 3,759. Fundraising expenses 0. Total expenses 386,624.”

Financial Statement Notes

PART X, LINE 2:

“The organization accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax effect is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for uncertain tax positions. Interest and penalties, if any, are accrued as a component of general and administrative expenses when assessed. The organization is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code and classified by the internal revenue service as other than a private foundation. Similar to other tax-exempt organizations, the organization is subject to tax on unrelated business income. Tax years prior to 2019 are no longer subject to examination by taxing authorities.”

Raw XML AppendixShowing 400 of 537 raw XML fields

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/LandBldgEquipBasisNetGrp/EOYAmt08253
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IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0869100
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CONFLUENCE PHILANTHROPY'S MISSION IS TO TRANSFORM THE PRACTICE OF INVESTING BY ALIGNING CAPITAL WITH OUR COMMUNITY'S VALUES OF SUSTAINABILITY, EQUITY, AND JUSTICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01422004
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01855940
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05685
IRS990/OccupancyGrp/ManagementAndGeneralAmt03736
IRS990/OccupancyGrp/ProgramServicesAmt033223
IRS990/OccupancyGrp/TotalAmt042644
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06313
IRS990/OfficeExpensesGrp/ProgramServicesAmt07631
IRS990/OfficeExpensesGrp/TotalAmt013944
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012828
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02094
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt079966
IRS990/OtherEmployeeBenefitsGrp/TotalAmt094888
IRS990/OtherExpensesGrp/Desc0SEMINARS & TRAINING
IRS990/OtherExpensesGrp/Desc1OTHER MISCELLANEOUS EXP
IRS990/OtherExpensesGrp/Desc2INSURANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02588
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18604
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21465
IRS990/OtherExpensesGrp/ProgramServicesAmt019891
IRS990/OtherExpensesGrp/TotalAmt022479
IRS990/OtherExpensesGrp/TotalAmt18604
IRS990/OtherExpensesGrp/TotalAmt21465
IRS990/OtherLiabilitiesGrp/BOYAmt0750
IRS990/OtherLiabilitiesGrp/EOYAmt0750
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt015003
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015003
IRS990/OtherRevenueTotalAmt015003
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt039393
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt039312
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0611844
IRS990/OtherSalariesAndWagesGrp/TotalAmt0690549
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt018957
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08305
IRS990/PayrollTaxesGrp/ProgramServicesAmt049349
IRS990/PayrollTaxesGrp/TotalAmt076611
IRS990/PensionPlanContributionsGrp/FundraisingAmt07780
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01571
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016039
IRS990/PensionPlanContributionsGrp/TotalAmt025390
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038686
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DANA LANZA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0289506
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0289506
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110150
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02479501
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0965
IRS990/PYOtherExpensesAmt0732521
IRS990/PYOtherRevenueAmt010298
IRS990/PYProgramServiceRevenueAmt0131478
IRS990/PYRevenuesLessExpensesAmt01109367
IRS990/PYSalariesCompEmpBnftPaidAmt0780354
IRS990/PYTotalExpensesAmt01512875
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02622242
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt041350
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0299656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02059447
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02479501
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01669225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01236690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0915551
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08360414
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02303
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07748
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01568
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01551
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01130
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014300
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014796
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03514
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0242464
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0476913
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0463044
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01200731
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80260
IRS990ScheduleA/PublicSupportPY170Pct00.78520
IRS990ScheduleA/PublicSupportTotal170Amt07685470
IRS990ScheduleA/SubstantialContributorsTotAmt0674944
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02059447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02479501
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01669225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01236690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0915551
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08360414
IRS990ScheduleA/TotalSupportAmt09575445
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02335059
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt016
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08253
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015421
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt023674
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/RevenueNotReportedAmt016
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02376409
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX EFFECT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF GENERAL AND ADMINISTRATIVE EXPENSES WHEN ASSESSED. THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. SIMILAR TO OTHER TAX-EXEMPT ORGANIZATIONS, THE ORGANIZATION IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. TAX YEARS PRIOR TO 2019 ARE NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08253
IRS990ScheduleD/TotalExpensesPerForm990Amt02335059
IRS990ScheduleD/TotalLiabilityAmt0750
IRS990ScheduleD/TotalRevenuePerForm990Amt02376409
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02376425
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02335059
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,528,677
Liabilities
$376,437
Net assets
$2,152,240
Revenue
$2,376,409
Expenses
$2,335,059
Net income
$41,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.50$2.08$2.56$2.53$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.38$2.26$2.38$2.28$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.53$0.38$2.15$2.38$2.34$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.32$2.13$2.62$1.49$1.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.18$0.62$1.72$1.65$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.19$0.55$1.38$1.40$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.10$0.58$1.10$0.75$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.02$0.23$0.63$0.63$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.22$0.51$0.47$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.03$0.18$0.39