Civic Intelligence

Ohio Osteopathic Association

990 • Fiscal year 2014 • EIN 31-6049335

May 01, 2013 to Apr 30, 2014 • Filed on Dec 10, 2014

53 West Third Avenue43201

(614) 299-2107

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.38x

Higher debt load relative to assets than 72% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.49x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Net Margin

64th percentile

7.0%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$166,238

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Asset Growth

50th percentile

3.7%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$954,881

Up $33,853 (+3.7%) from 2013

Net Assets

Up

$594,093

Up $22,550 (+3.9%) from 2013

Liabilities

Up

$360,788

Up $11,303 (+3.2%) from 2013

Revenue

$731,043

No earlier filing loaded for comparison.

Expenses

Down

$680,075

Down $5,449 (-0.8%) from 2013

Net Income

$50,968

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $925,910Liabilities 2010: $364,644Net Assets 2010: $561,2662010Assets 2011: $987,098Liabilities 2011: $375,672Net Assets 2011: $611,4262011Assets 2012: $936,821Liabilities 2012: $358,472Net Assets 2012: $578,3492012Assets 2013: $921,028Liabilities 2013: $349,485Net Assets 2013: $571,5432013Assets 2014: $954,881Liabilities 2014: $360,788Net Assets 2014: $594,0932014Assets 2015: $975,808Liabilities 2015: $335,889Net Assets 2015: $639,9192015Assets 2016: $922,452Liabilities 2016: $329,170Net Assets 2016: $593,2822016Assets 2017: $999,685Liabilities 2017: $362,142Net Assets 2017: $637,5432017Assets 2018: $916,078Liabilities 2018: $323,722Net Assets 2018: $592,3562018Assets 2020: $1,007,768Liabilities 2020: $279,314Net Assets 2020: $728,4542020Assets 2021: $1,328,864Liabilities 2021: $361,892Net Assets 2021: $966,9722021Assets 2022: $1,265,183Liabilities 2022: $259,995Net Assets 2022: $1,005,1882022

Highlighted filing

2014

Assets$954,881
Liabilities$360,788
Net Assets$594,093

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $653,7712010Expenses 2011: $663,9752011Expenses 2012: $659,3542012Expenses 2013: $685,5242013Revenue 2014: $731,043Expenses 2014: $680,075Net Income 2014: $50,9682014Revenue 2015: $737,016Expenses 2015: $682,655Net Income 2015: $54,3612015Revenue 2016: $642,750Expenses 2016: $663,968Net Income 2016: -$21,2182016Revenue 2017: $680,866Expenses 2017: $676,827Net Income 2017: $4,0392017Revenue 2018: $654,736Expenses 2018: $710,228Net Income 2018: -$55,4922018Revenue 2020: $714,593Expenses 2020: $580,556Net Income 2020: $134,0372020Revenue 2021: $600,824Expenses 2021: $537,818Net Income 2021: $63,0062021Revenue 2022: $712,677Expenses 2022: $539,256Net Income 2022: $173,4212022

Highlighted filing

2014

Revenue$731,043
Expenses$680,075
Net Income$50,968
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Dec 10, 2014
Return Version
2013v3.0
Gross Receipts
$1,357,172
Mission and Program Overview

Mission

The mission of the ohio osteopathic association is to support ohio's osteopathic physicians in delivering principle centered medicine and achieving the quadruple aim through the practice of osteopathic medicine.

To promote the distinctive philosophy and practice of osteopathic medicine in ohio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$313,226$427,574▲ $114,348
Savings and Temporary Cash Investments$329,065$221,711▼ $107,354
Investments Other Securities$180,437$219,593▲ $39,156
Land, Buildings, and Equipment, Net$94,838$83,266▼ $11,572
Prepaid Expenses and Deferred Charges$3,362$2,637▼ $725
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$921,028$954,881▲ $33,853
Liabilities
Deferred Revenue$317,755$332,461▲ $14,706
Accounts Payable and Accrued Expenses$31,730$28,327▼ $3,403
Total Liabilities$349,485$360,788▲ $11,303
Net Assets / Fund Balance
Unrestricted Net Assets$571,543$594,093▲ $22,550
Total Net Assets Fund Balance$571,543$594,093▲ $22,550
Total Liabilities and Net Assets / Fund Balance$921,028$954,881▲ $33,853

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$74,088$161,861$235,949
Equipment$6,178$142,265$148,443
Land$3,000-$3,000
Other Securities$48,547--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jon F WillsExecutive DirectorFT$130,050$36,188$166,238
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$637,652
Investment Income
$85,536
Other Revenue
$2,855
All Other Contributions
$5,000
Change in Net Assets
$50,968

Audited Revenue Reconciliation

Revenue per Audited Statements
$731,043
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-28,418
Total Revenue per Audited Statements
$702,625
Total Revenue per Form 990
$731,043
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$418,134
Other Expenses$258,941
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$171,414
Current Officers, Directors, Trustees, and Key Employees---$166,431
Conferences and Meetings---$93,472
Office Expenses---$52,785
Fees for Services Other---$46,110
Other Employee Benefits---$37,953
Occupancy---$29,059
Payroll Taxes---$22,354
Pension Plan Contributions---$19,982
Travel---$12,748
Depreciation Depletion---$11,572
Fees for Services Legal---$3,718
Insurance---$2,857
Grants to Domestic Orgs---$2,425
Other Expenses---$762
Grants to Domestic Individuals---$575
Total Functional Expenses$0$0$0$680,075

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$680,075
Total Expenses per Audited Statements$680,075
Total Expenses per Form 990$680,075
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$24,936
Total Nondeductible Lobbying and Political Cost$24,936
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

The ohio osteopathic association is a membership organization of osteopathic physicians in ohio divided into district academies. Membership consists of the following: 1,454 physicians; 1,167 interns & residents; and 567 students for a total membership of 3,188. Any regular member is entitled to serve on the organization's board of trustees. Each district elects one trustee to serve on the association's board of trustees. Each district, on the basis of number of members in that district, elects representatives to participate in an annual house of delegates. The officers of the board of trustees are elected by the delegates during the annual meeting of the association.

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

Regular members, who include practicing physicians, retired physicians, and reduced dues members as well as life members are eligible to serve as elected representatives of their districts at the association's annual meeting. All members have a right to vote for the trustees who represents their district, regardless of whether they serve in the house of delegates or not.

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

The association's board of trustees and executive committee have the authority to make decisions in between meetings of the house of delegates. The house of delegates is the major policy making body of the association, composed of members who are elected to serve. Any member can challenge a decision of the board of trustees by invoking proceedings calling for a special meeting of the house of delegates. The board is also sensitive to the needs of the members and will seek approval of the house for significant decisions for non-time sensitive issues which have a significant impact on the future of the association.

Form 990, Part VI, Section B, Line 11

The director of accounting and executive director review the 990 prior to its filing with the irs and make inquiries of the preparer. Subsequently, a copy of the form 990 and form 990-t is emailed to the board members for their review. The forms are furnished to anyone, upon request, who wishes to review them.

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

The association requires that its officers, trustees, and key employees annually disclose any conflict of interest thereby monitoring compliance.

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

The procedure for determining compensation of the association's executive director includes review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision by the governing body. In addition, the association also reviews the form 990 of other organizations. Finally, the executive director has a written employment contract. The organization does not have any other employees who are either officers or key employees. If it did, the process described above would be used.

Form 990, Part VI, Section C, Line 18

The organization makes its forms 990 available for public inspection by placing them on its website, www.ooanet.org. In addition, the documents are available on www.guidestar.org and by request.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available for public inspection by request.

Filing and Contact Details

Filer

EIN
31-6049335
Phone
6142992107

Signing Officer

Name
Jon F Wills
Title
Executive Director
Phone
6142992107
Signed
2014-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon F Wills
Formed
1898
Legal Domicile
Oh
Voting Board Members
18
Independent Board Members
17
Employees
4
Volunteers
0

Preparer

Preparer
Tj Conger CPA
Phone
6142242164
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The association has adopted the provisions of the financial accounting standards board (fasb) accounting standards codification (asc) relating to uncertain tax positions. The association does not believe its financial statements include any uncertain tax positions. With few exceptions, the association is no longer subject to u.s. Federal or state and local tax examinations by tax authorities for years before 2011.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt02425
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0682380
IRS990/GrossReceiptsAmt01357172
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt02857
IRS990/InvestmentIncomeGrp/ExclusionAmt029285
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029285
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0180437
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0219593
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0313226
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0427574
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0304126
IRS990/LandBldgEquipBasisNetGrp/BOYAmt094838
IRS990/LandBldgEquipBasisNetGrp/EOYAmt083266
IRS990/LandBldgEquipCostOrOtherBssAmt0387392
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0626129
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE OHIO OSTEOPATHIC ASSOCIATION IS TO PROMOTE THE PUBLIC HEALTH OF THE PEOPLE OF OHIO; TO COOPERATE WITH ALL PUBLIC HEALTH AGENCIES; TO MAINTAIN HIGH STANDARDS AT ALL OSTEOPATHIC INSTITUTIONS WITH THE STATE; TO MAINTAIN AND ELEVATE OSTEOPATHIC MEDICAL EDUCATION AND POSTGRADUATE TRAINING PROGRAMS IN THE PREVENTION AND TREATMENT OF DISEASE; TO ENCOURAGE RESEARCH AND INVESTIGATION, ESPECIALLY THAT PERTAINING TO THE PRINCIPLES OF THE OSTEOPATHIC SCHOOL OF MEDICINE; TO MAINTAIN THE HIGHEST STANDARDS OF ETHICAL CONDUCT IN ALL PHASES OF OSTEOPATHIC MEDICINE AND SURGERY; AND TO PROMOTE SUCH OTHER ACTIVITIES AS ARE CONSISTENT WITH THE ABOVE PURPOSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0571543
IRS990/NetAssetsOrFundBalancesEOYAmt0594093
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt056251
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt056251
IRS990/NetUnrelatedBusTxblIncmAmt0-61
IRS990/NetUnrlzdGainsLossesInvstAmt0-28418
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt029059
IRS990/OfficeExpensesGrp/TotalAmt052785
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037953
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt05858
IRS990/OtherExpensesGrp/TotalAmt1762
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC.
IRS990/OtherRevenueMiscGrp/ExclusionAmt02855
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02855
IRS990/OtherRevenueTotalAmt02855
IRS990/OtherSalariesAndWagesGrp/TotalAmt0171414
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt022354
IRS990/PensionPlanContributionsGrp/TotalAmt019982
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03362
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02637
IRS990/PrincipalOfficerNm0JON F WILLS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541800
IRS990/ProgramServiceRevenueGrp/BusinessCd3541900
IRS990/ProgramServiceRevenueGrp/BusinessCd4511120
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1MANAGEMENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2PUBLICATION
IRS990/ProgramServiceRevenueGrp/Desc3GROUP RATING PLAN
IRS990/ProgramServiceRevenueGrp/Desc4MEMBER SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0533111
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt188000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210414
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3661
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0533111
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt188000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210414
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35466
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4661
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt05466
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNICATIONS - THE ASSOCIATION PUBLISHES A WEBSITE, QUARTERLY MAGAZINE, AND BI-WEEKLY NEWSLETTER TO INFORM MEMBERS ABOUT HEALTH RELATED ISSUES AND ASSOCIATION ACTIVITIES.
IRS990/ProgSrvcAccomActy3Grp/Desc0PROFESSIONAL RELATIONS - THE ASSOCIATION INTERFACES WITH THE AMERICAN OSTEOPATHIC ASSOCIATION AND VARIOUS STATE ASSOCIATIONS AND COALITIONS TO PROMOTE HEALTH AND MAINTAIN HIGH PROFESSIONAL STANDARDS IN THE PRACTICE OF OSTEOPATHIC MEDICINE.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05000
IRS990/PYGrantsAndSimilarPaidAmt03275
IRS990/PYInvestmentIncomeAmt0-539
IRS990/PYOtherExpensesAmt0249451
IRS990/PYOtherRevenueAmt02919
IRS990/PYProgramServiceRevenueAmt0634425
IRS990/PYRevenuesLessExpensesAmt0-43719
IRS990/PYSalariesCompEmpBnftPaidAmt0432798
IRS990/PYTotalExpensesAmt0685524
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0641805
IRS990/ReconcilationRevenueExpnssAmt050968
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0329065
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0221711
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
IRS990ScheduleC/AggregateReportedDuesNtcAmt079967
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0533111
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt024936
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt024936
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-55031
IRS990ScheduleD/BuildingsGrp/BookValueAmt074088
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0161861
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0235949
IRS990ScheduleD/EquipmentGrp/BookValueAmt06178
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0142265
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0148443
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0680075
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-28418
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt085571
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt185475
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt248547
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALLIANCE BERNSTEIN GLOBAL BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AMERICAN CENTURY DIVERSIFIED BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2FRANKLIN HIGH INCOME FUND ADVISOR
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0-28418
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0731043
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) RELATING TO UNCERTAIN TAX POSITIONS. THE ASSOCIATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. WITH FEW EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt083266
IRS990ScheduleD/TotalBookValueSecuritiesAmt0219593
IRS990ScheduleD/TotalExpensesPerForm990Amt0680075
IRS990ScheduleD/TotalRevenuePerForm990Amt0731043
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0702625
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0680075
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0130050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount09500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt015625

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.26$1.01$0.71$0.54$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.36$0.97$0.60$0.54$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.28$0.73$0.71$0.58$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.32$0.59$0.65$0.71$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.36$0.64$0.68$0.68$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.33$0.59$0.64$0.66$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.34$0.64$0.74$0.68$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.36$0.59$0.73$0.68$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.35$0.57$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.36$0.58$0.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.38$0.61$0.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.36$0.56$0.65