Civic Intelligence

The Community Foundation for Ocala Marion County Inc.

990 • Fiscal year 2016 • EIN 27-5098203

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 22, 2017

Organization ProfileWWW.OCALAFOUNDATION.ORG
116 S Magnolia Ave Suite 3 6Ocala, FL 34471

(352) 804-0306

Siviq Scores

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

Liabilities / Assets

55th percentile

0.14x

Higher debt load relative to assets than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

1.40x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-120%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$76,428

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 58.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

18th percentile

-6.5%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-82%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$1,314,836

Down $91,660 (-6.5%) from 2015

Net Assets

Down

$1,132,254

Down $105,653 (-8.5%) from 2015

Liabilities

Up

$182,582

Up $13,993 (+8.3%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin3rd percentile

Revenue

Down

$130,841

Down $577,599 (-82%) from 2015

Expenses

Down

$287,278

Down $463,041 (-62%) from 2015

Net Income

Down

-$156,437

Down $114,558 (-274%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$15M$10M$5.0M$0Assets 2012: $591,891Liabilities 2012: $104,232Net Assets 2012: $487,6592012Assets 2013: $959,541Liabilities 2013: $103,309Net Assets 2013: $856,2322013Assets 2014: $1,478,678Liabilities 2014: $166,225Net Assets 2014: $1,312,4532014Assets 2015: $1,406,496Liabilities 2015: $168,589Net Assets 2015: $1,237,9072015Assets 2016: $1,314,836Liabilities 2016: $182,582Net Assets 2016: $1,132,2542016Assets 2017: $1,408,209Liabilities 2017: $243,840Net Assets 2017: $1,164,3692017Assets 2018: $1,658,370Liabilities 2018: $706,332Net Assets 2018: $952,0382018Assets 2019: $2,814,108Liabilities 2019: $1,756,902Net Assets 2019: $1,057,2062019Assets 2020: $4,726,075Liabilities 2020: $3,049,824Net Assets 2020: $1,676,2512020Assets 2021: $4,694,717Liabilities 2021: $2,415,161Net Assets 2021: $2,279,5562021Assets 2022: $4,816,064Liabilities 2022: $2,704,089Net Assets 2022: $2,111,9752022Assets 2024: $10,199,650Liabilities 2024: $4,106,868Net Assets 2024: $6,092,7822024

Highlighted filing

2016

Assets$1,314,836
Liabilities$182,582
Net Assets$1,132,254
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $121,1742012Revenue 2013: $511,623Expenses 2013: $146,468Net Income 2013: $365,1552013Revenue 2014: $669,094Expenses 2014: $208,286Net Income 2014: $460,8082014Revenue 2015: $708,440Expenses 2015: $750,319Net Income 2015: -$41,8792015Revenue 2016: $130,841Expenses 2016: $287,278Net Income 2016: -$156,4372016Revenue 2017: $535,780Expenses 2017: $544,653Net Income 2017: -$8,8732017Revenue 2018: $416,134Expenses 2018: $550,163Net Income 2018: -$134,0292018Revenue 2019: $738,171Expenses 2019: $740,455Net Income 2019: -$2,2842019Revenue 2020: $4,657,532Expenses 2020: $4,137,838Net Income 2020: $519,6942020Revenue 2021: $2,955,037Expenses 2021: $2,426,797Net Income 2021: $528,2402021Revenue 2022: $3,078,775Expenses 2022: $2,820,856Net Income 2022: $257,9192022Revenue 2024: $3,196,670Expenses 2024: $3,316,214Net Income 2024: -$119,5442024

Highlighted filing

2016

Revenue$130,841
Expenses$287,278
Net Income-$156,437
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 22, 2017
Return Version
2016v3.0
Gross Receipts
$1,126,327
Mission and Program Overview

Mission

To provide support for, and promote civic, cultural, community and economic development for the City of Ocala and Marion County, Florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,237,907$1,132,254▼ $105,653
Investments Program Related$1,148,564$1,064,786▼ $83,778
Savings and Temporary Cash Investments$246,386$214,620▼ $31,766
Cash and Non-Interest-Bearing Accounts$7,609$32,087▲ $24,478
Accounts Receivable$2,274$2,337▲ $63
Land, Buildings, and Equipment, Net$919$756▼ $163
Intangible Assets$494$0▼ $494
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,406,496$1,314,836▼ $91,660
Other Assets Total$250$250→ $0
Liabilities
Other Liabilities$153,305$172,652▲ $19,347
Accounts Payable and Accrued Expenses$15,284$9,930▼ $5,354
Total Liabilities$168,589$182,582▲ $13,993
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,237,907$1,132,254▼ $105,653
Total Liabilities and Net Assets / Fund Balance$1,406,496$1,314,836▼ $91,660

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$756$1,376$2,132
Investment Program Related Org$20,100--
Other Land Buildings$0--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Barbara FitosExecutive Director/SecretaFT$76,428$76,428

Board Members and Trustees

NameTitle
Frank HennesseyChairman
Robert ReillyVice Chair/Treasurer
Bill ChambersDirector
Chester WeberDirector
Dr Lawrence McChesneyDirector
Jim SchniederDirector
Joan StearnsDirector
John KurtzDirector
Michael SiboniDirector
Rich BianculliDirector
Richard WattsDirector
Susan GillilandDirector
Whitfield M Palmer Jr Diane PalmerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$125,518
Program Service Revenue
$0
Investment Income
$-2,011
Other Revenue
$7,334
All Other Contributions
$125,518
Change in Net Assets
$-156,437

Audited Revenue Reconciliation

Revenue per Audited Statements
$130,841
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$50,904
Total Revenue per Audited Statements
$181,745
Total Revenue per Form 990
$130,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$146,205
Salaries, Compensation, and Employee Benefits$85,897
Other Expenses$55,176
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$146,205--$146,205
Current Officers, Directors, Trustees, and Key Employees-$79,656-$79,656
Fees for Services Accounting-$10,345-$10,345
Fees for Services Other-$8,594-$8,594
Payroll Taxes-$6,241-$6,241
Occupancy-$5,400-$5,400
Fees for Services Legal-$5,075-$5,075
Office Expenses-$3,399-$3,399
Travel-$1,959-$1,959
Insurance-$1,261-$1,261
Depreciation Depletion-$657-$657
Advertising-$425-$425
Other Expenses-$200-$200
Total Functional Expenses$146,205$141,073$0$287,278

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$287,398
Expenses per Audited Statements$287,278
Total Expenses per Form 990$287,278
Expenses Not Reported on Form 990$120
Expenses Not Reported on Financial Statements$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
Agency Funds$172,652
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
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
No
Management duties delegated
No

Governance Explanations

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

“Form 990 is reviewed by members of the Executive Committee prior to filing. A copy of the Form 990 is mailed to each member of the Board of Directors prior to submission.”

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

“Conflict of interest statements were signed in 2012.”

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

“Founding Chairman determined the compensation of the Executive Director based on their prior experience with other community foundations.”

Form 990, Part VI, Section C, line 19

“The foundation makes its governing documents and financial statements available to the public upon request. This information is also available on the foundation's website.”

Filing and Contact Details

Filer

Filer Name
Community Foundation for Ocala
EIN
27-5098203
Phone
3528040306
Address
116 S MAGNOLIA AVE SUITE 3 6, OCALA, FL 34471

Signing Officer

Name
Barbara Fitos
Title
Executive Director
Phone
3528040306
Signed
2017-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Fitos
Formed
2011
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Duggan Joiner & Company CPA's
Address
334 NW 3rd Avenue, Ocala, FL 34475
Preparer
Patricia Lancaster CPA
Phone
3527320171
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“EIN: 61-1674926 ACCELLERATE OCALA FIRST STEPS FUND, LLC Subsidiary Expenses -120. Subsidiary Income 6,013. Rounding 1.”

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Subsidiary revenue 6,013.”

Part XII, Line 2D - Other Adjustments:

“Subsidiary expenses 120.”

Raw XML AppendixShowing 400 of 554 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/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0250
IRS990/OtherAssetsTotalGrp/EOYAmt0250
IRS990/OtherChangesInNetAssetsAmt05894
IRS990/OtherExpensesGrp/Desc0Bank fees
IRS990/OtherExpensesGrp/Desc1Dues and subscriptions
IRS990/OtherExpensesGrp/Desc2Staff development and t
IRS990/OtherExpensesGrp/Desc3Taxes and licenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012377
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14133
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21351
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3200
IRS990/OtherExpensesGrp/TotalAmt012377
IRS990/OtherExpensesGrp/TotalAmt14133
IRS990/OtherExpensesGrp/TotalAmt21351
IRS990/OtherExpensesGrp/TotalAmt3200
IRS990/OtherLiabilitiesGrp/BOYAmt0153305
IRS990/OtherLiabilitiesGrp/EOYAmt0172652
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Donor advised fund fee
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07334
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07334
IRS990/OtherRevenueTotalAmt07334
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06241
IRS990/PayrollTaxesGrp/TotalAmt06241
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BARBARA FITOS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Boys & Girls Club of Marion County - To enable young people, especially those who need us most, to reach their full potential as productive, caring, responsible citizens.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt022500
IRS990/ProgSrvcAccomActy3Grp/Desc0West Chester University Foundation - To support the university
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other including United Way of Marion County, Ocala Symphony Orchestra, Florida Philanthropic Network, and other local charities
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt075750
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0677673
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0602021
IRS990/PYInvestmentIncomeAmt021189
IRS990/PYOtherExpensesAmt066458
IRS990/PYOtherRevenueAmt09578
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-41879
IRS990/PYSalariesCompEmpBnftPaidAmt081840
IRS990/PYTotalExpensesAmt0750319
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0708440
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-156437
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01237907
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01132254
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0246386
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0214620
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0120443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0680323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0615712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0497215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0483330
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02397023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0-2011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021189
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt046435
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07317
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt081940
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0-2011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021189
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt046435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07317
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt081940
IRS990ScheduleA/InvestmentIncomeCYPct00.03260
IRS990ScheduleA/InvestmentIncomePYPct00.03220
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt07334
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt09578
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt06947
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt05398
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02895
IRS990ScheduleA/OtherIncome509Grp/TotalAmt032152
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95460
IRS990ScheduleA/PublicSupportPY509Pct00.95820
IRS990ScheduleA/PublicSupportTotal509Amt02397023
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0120443
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0680323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0615712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0497215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0483330
IRS990ScheduleA/Total509Grp/TotalAmt02397023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0125766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0711090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0669094
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0511623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0493542
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02511115
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/AdditionsDuringYearAmt0142469
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt0146523
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DistributionsDuringYearAmt0-200819
IRS990ScheduleD/EndingBalanceAmt0489811
IRS990ScheduleD/EquipmentGrp/BookValueAmt0756
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01376
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02132
IRS990ScheduleD/ExpensesNotReportedAmt0120
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0287278
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt011269
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt120245
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2495819
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3412150
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt4105203
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt520100
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Short-term sweep
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Balanced Funds
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2Equities
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3Fixed
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4International
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc5Cerfificate of Deposit
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd5F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt044891
IRS990ScheduleD/OtherExpensesIncludedAmt0120

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,314,836
Liabilities
$182,582
Net assets
$1,132,254
Revenue
$130,841
Expenses
$287,278
Net income
-$156,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$4.11$6.09$3.20$3.32$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$2.70$2.11$3.08$2.82$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$2.42$2.28$2.96$2.43$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$3.05$1.68$4.66$4.14$0.52
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$1.76$1.06$0.74$0.74$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.71$0.95$0.42$0.55$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.24$1.16$0.54$0.54$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.18$1.13$0.13$0.29$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.17$1.24$0.71$0.75$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.17$1.31$0.67$0.21$0.46
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.10$0.86$0.51$0.15$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.10$0.49$0.12