Civic Intelligence

Ohio Osteopathic Association

990 • Fiscal year 2019 • EIN 31-6049335

May 01, 2018 to Apr 30, 2019 • Filed on Mar 12, 2020

53 West Third AvenueColumbus, OH 43201

(614) 299-2107

Siviq Scores

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

Liabilities / Assets

78th percentile

0.32x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.41x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

55th percentile

5.2%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$135,209

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Asset Growth

40th percentile

1.9%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

10.0%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$933,688

Up $17,610 (+1.9%) from 2018

Net Assets

Up

$638,999

Up $46,643 (+7.9%) from 2018

Liabilities

Down

$294,689

Down $29,033 (-9.0%) from 2018

Revenue

Up

$719,920

Up $65,184 (+10.0%) from 2018

Expenses

Down

$682,608

Down $27,620 (-3.9%) from 2018

Net Income

Up

$37,312

Up $92,804 (+167%) from 2018

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 2019: $933,688Liabilities 2019: $294,689Net Assets 2019: $638,9992019Assets 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

2019

Assets$933,688
Liabilities$294,689
Net Assets$638,999

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 2019: $719,920Expenses 2019: $682,608Net Income 2019: $37,3122019Revenue 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

2019

Revenue$719,920
Expenses$682,608
Net Income$37,312
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Mar 12, 2020
Return Version
2018v3.1
Gross Receipts
$720,984
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 Other Securities$308,938$470,932▲ $161,994
Investments in Publicly Traded Securities$438,586$317,988▼ $120,598
Savings and Temporary Cash Investments$104,555$85,981▼ $18,574
Land, Buildings, and Equipment, Net$59,434$54,395▼ $5,039
Prepaid Expenses and Deferred Charges$4,175$4,292▲ $117
Accounts Receivable$290$0▼ $290
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$916,078$933,688▲ $17,610
Liabilities
Deferred Revenue$278,879$252,305▼ $26,574
Accounts Payable and Accrued Expenses$44,843$42,384▼ $2,459
Total Liabilities$323,722$294,689▼ $29,033
Net Assets / Fund Balance
Unrestricted Net Assets$592,356$638,999▲ $46,643
Total Net Assets Fund Balance$592,356$638,999▲ $46,643
Total Liabilities and Net Assets / Fund Balance$916,078$933,688▲ $17,610

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$32,928$203,020$235,948
Equipment$18,467$136,760$155,227
Land$3,000-$3,000
Other Securities$48,807--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew W HarneyExecutive DirectorFT$107,700$27,509$135,209

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$674,313
Investment Income
$35,414
Other Revenue
$5,193
All Other Contributions
$5,000
Change in Net Assets
$37,312

Audited Revenue Reconciliation

Revenue per Audited Statements
$719,920
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$9,330
Total Revenue per Audited Statements
$729,250
Total Revenue per Form 990
$719,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$459,222
Other Expenses$223,211
Grants and Similar Amounts Paid$175
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$214,169
Current Officers, Directors, Trustees, and Key Employees---$144,495
Conferences and Meetings---$68,287
Office Expenses---$63,869
Other Employee Benefits---$48,876
Fees for Services Other---$30,749
Payroll Taxes---$26,949
Occupancy---$26,500
Pension Plan Contributions---$24,733
Travel---$14,874
Depreciation Depletion---$5,039
Fees for Services Legal---$4,050
Insurance---$2,864
Other Expenses---$551
Grants to Domestic Orgs---$175
Total Functional Expenses$0$0$0$682,608

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$682,608
Total Expenses per Audited Statements$682,608
Total Expenses per Form 990$682,608
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$21,774
Total Nondeductible Lobbying and Political Cost$21,774
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: 1,148 physicians; 1,413 interns & residents; and 1,013 students for a total membership of 3,574. 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 11B

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

Filer Name
Ohio Osteopathic Association
EIN
31-6049335
Phone
6142992107
Address
53 WEST THIRD AVENUE, COLUMBUS, OH 43201

Signing Officer

Name
Matthew W Harney
Title
Executive Director
Phone
6142992107
Signed
2020-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew W Harney
Formed
1898
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
19
Employees
5
Volunteers
19

Preparer

Firm
John Gerlach & Company Llp
Address
37 W BROAD ST STE 530, COLUMBUS, OH 43215
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.

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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
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16STUDENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17STUDENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18STUDENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19RESIDENT TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01898
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0216
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0175
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01280
IRS990/GrossReceiptsAmt0720984
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt02864
IRS990/InvestmentIncomeGrp/ExclusionAmt035198
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035198
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0308938
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0470932
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0438586
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0317988
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0339780
IRS990/LandBldgEquipBasisNetGrp/BOYAmt059434
IRS990/LandBldgEquipBasisNetGrp/EOYAmt054395
IRS990/LandBldgEquipCostOrOtherBssAmt0394175
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01064
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/NetAssetsOrFundBalancesBOYAmt0592356
IRS990/NetAssetsOrFundBalancesEOYAmt0638999
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0216
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0216
IRS990/NetUnrelatedBusTxblIncmAmt0-151
IRS990/NetUnrlzdGainsLossesInvstAmt09331
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt026500
IRS990/OfficeExpensesGrp/TotalAmt063869
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048876
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt06428
IRS990/OtherExpensesGrp/TotalAmt1551
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC.
IRS990/OtherRevenueMiscGrp/ExclusionAmt05193
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05193
IRS990/OtherRevenueTotalAmt05193
IRS990/OtherSalariesAndWagesGrp/TotalAmt0214169
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt026949
IRS990/PensionPlanContributionsGrp/TotalAmt024733
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04175
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04292
IRS990/PrincipalOfficerNm0MATTHEW W HARNEY
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/RelatedOrExemptFuncIncomeAmt0542218
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1116296
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29160
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3526
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0542218
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1116296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210722
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34551
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4526
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt01562
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt14551
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/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0425
IRS990/PYInvestmentIncomeAmt048510
IRS990/PYOtherExpensesAmt0247397
IRS990/PYOtherRevenueAmt01945
IRS990/PYProgramServiceRevenueAmt0604281
IRS990/PYRevenuesLessExpensesAmt0-55492
IRS990/PYSalariesCompEmpBnftPaidAmt0462406
IRS990/PYTotalExpensesAmt0710228
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0654736
IRS990/ReconcilationRevenueExpnssAmt037312
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0104555
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085981
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/AggregateReportedDuesNtcAmt081333
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0542218
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt021774
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt021774
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-59559
IRS990ScheduleD/BuildingsGrp/BookValueAmt032928
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0203020
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0235948
IRS990ScheduleD/EquipmentGrp/BookValueAmt018467
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0136760
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0155227
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0682608
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt09330
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0137570
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt160898
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt250994
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt347043
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt476378
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt549242
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt648807
IRS990ScheduleD/OtherSecuritiesGrp/Desc0THE BOND FUND OF AMERICA CLASS F-2
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AMERICAN CENTURY SHORT DURATION FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2THE GROWTH FUND OF AMERICA
IRS990ScheduleD/OtherSecuritiesGrp/Desc3PIMCO HIGH YIELD FUND CLASS I-2
IRS990ScheduleD/OtherSecuritiesGrp/Desc4PGIM SHORT-TERM CORPORATE BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5WASHINGTON MUTUAL INVESTORS FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc6SPDR S&P 500 ETF TR TR UNIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F

Document Assets

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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
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.29$0.64$0.72$0.68$0.04
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