Civic Intelligence

Ohio Osteopathic Association

990 • Fiscal year 2021 • EIN 31-6049335

May 01, 2020 to Apr 30, 2021 • Filed on Mar 15, 2022

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

68th percentile

0.27x

Higher debt load relative to assets than 68% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.60x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

49th percentile

10%

Higher net margin than 49% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$152,782

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

83rd percentile

32%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-16%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,328,864

Up $321,096 (+32%) from 2020

Net Assets

Up

$966,972

Up $238,518 (+33%) from 2020

Liabilities

Up

$361,892

Up $82,578 (+30%) from 2020

Revenue

Down

$600,824

Down $113,769 (-16%) from 2020

Expenses

Down

$537,818

Down $42,738 (-7.4%) from 2020

Net Income

Down

$63,006

Down $71,031 (-53%) from 2020

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

2021

Assets$1,328,864
Liabilities$361,892
Net Assets$966,972

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

2021

Revenue$600,824
Expenses$537,818
Net Income$63,006
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Mar 15, 2022
Return Version
2020v4.2
Gross Receipts
$626,564
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$388,343$516,295▲ $127,952
Investments in Publicly Traded Securities$381,227$453,945▲ $72,718
Savings and Temporary Cash Investments$183,892$309,121▲ $125,229
Land, Buildings, and Equipment, Net$49,512$44,628▼ $4,884
Prepaid Expenses and Deferred Charges$4,694$4,775▲ $81
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$1,007,768$1,328,864▲ $321,096
Liabilities
Deferred Revenue$236,472$239,736▲ $3,264
Unsecured Notes Loans Payable-$77,500-
Accounts Payable and Accrued Expenses$42,842$44,656▲ $1,814
Total Liabilities$279,314$361,892▲ $82,578
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$728,454$966,972▲ $238,518
Total Net Assets Fund Balance$728,454$966,972▲ $238,518
Total Liabilities and Net Assets / Fund Balance$1,007,768$1,328,864▲ $321,096

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$39,690$196,258$235,948
Equipment$1,938$153,289$155,227
Land$3,000-$3,000
Other Securities$71,692--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew W HarneyExecutive DirectorFT$125,840$26,942$152,782
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$562,797
Investment Income
$36,091
Other Revenue
$1,936
Change in Net Assets
$63,006

Audited Revenue Reconciliation

Revenue per Audited Statements
$600,824
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$175,512
Total Revenue per Audited Statements
$776,336
Total Revenue per Form 990
$600,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$415,086
Other Expenses$122,257
Grants and Similar Amounts Paid$475
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$170,610
Other Salaries and Wages---$159,564
Office Expenses---$56,740
Other Employee Benefits---$40,488
Fees for Services Other---$23,384
Payroll Taxes---$23,384
Pension Plan Contributions---$21,040
Occupancy---$20,507
Other Expenses---$11,007
Depreciation Depletion---$4,883
Insurance---$3,224
Fees for Services Legal---$1,420
Conferences and Meetings---$625
Grants to Domestic Orgs---$475
Travel---$467
Total Functional Expenses$0$0$0$537,818

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$537,818
Total Expenses per Audited Statements$537,818
Total Expenses per Form 990$537,818
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$25,591
Total Nondeductible Lobbying and Political Cost$25,591
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 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
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: 1,045 physicians; 1,450 interns & residents; and 1,016 students for a total membership of 3,511. 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.ohiodo.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
2022-03-15
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
4
Volunteers
19

Preparer

Firm
John Gerlach & Company Llp
Address
37 W BROAD ST STE 800, 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/SecuritiesAmt08223
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0475
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt033963
IRS990/GrossReceiptsAmt0626564
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt03224
IRS990/InvestmentIncomeGrp/ExclusionAmt027868
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027868
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0388343
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0516295
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0381227
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0453945
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0349547
IRS990/LandBldgEquipBasisNetGrp/BOYAmt049512
IRS990/LandBldgEquipBasisNetGrp/EOYAmt044628
IRS990/LandBldgEquipCostOrOtherBssAmt0394175
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt025740
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/NetAssetsOrFundBalancesBOYAmt0728454
IRS990/NetAssetsOrFundBalancesEOYAmt0966972
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08223
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08223
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0175512
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0728454
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0966972
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt020507
IRS990/OfficeExpensesGrp/TotalAmt056740
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040488
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt011007
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC.
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01936
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01936
IRS990/OtherRevenueTotalAmt01936
IRS990/OtherSalariesAndWagesGrp/TotalAmt0159564
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt023384
IRS990/PensionPlanContributionsGrp/TotalAmt021040
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04694
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04775
IRS990/PrincipalOfficerNm0MATTHEW W HARNEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1541990
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/BusinessCd3541800
IRS990/ProgramServiceRevenueGrp/BusinessCd4541900
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc2MANAGEMENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3PUBLICATION
IRS990/ProgramServiceRevenueGrp/Desc4GROUP RATING PLAN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0385005
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1116462
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt248000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0385005
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1116462
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt248000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt310720
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42608
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt03540
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt12608
IRS990/ProgSrvcAccomActy2Grp/Desc0LEGISLATIVE REPRESENTATION - THE ASSOCIATION ACTIVELY REPRESENTS THE INTERESTS OF THE OHIO OSTEOPATHIC MEDICINE PROFESSION IN THE STATE AND FEDERAL GOVERNMENTS.
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/PYGrantsAndSimilarPaidAmt0175
IRS990/PYInvestmentIncomeAmt036519
IRS990/PYOtherExpensesAmt0183968
IRS990/PYOtherRevenueAmt05851
IRS990/PYProgramServiceRevenueAmt0667223
IRS990/PYRevenuesLessExpensesAmt0134037
IRS990/PYSalariesCompEmpBnftPaidAmt0396413
IRS990/PYTotalExpensesAmt0580556
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0714593
IRS990/ReconcilationRevenueExpnssAmt063006
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0183892
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0309121
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt057751
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0385005
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt025591
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt025591
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-32160
IRS990ScheduleD/BuildingsGrp/BookValueAmt039690
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0196258
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0235948
IRS990ScheduleD/EquipmentGrp/BookValueAmt01938
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0153289
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0155227
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0537818
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0175512
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0159269
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt175103
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2122293
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt387938
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt471692
IRS990ScheduleD/OtherSecuritiesGrp/Desc0THE BOND FUND OF AMERICA CLASS F-2
IRS990ScheduleD/OtherSecuritiesGrp/Desc1THE GROWTH FUND OF AMERICA
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PIMCO HIGH YIELD FUND CLASS I-2
IRS990ScheduleD/OtherSecuritiesGrp/Desc3TRANSAMERICA SHORT-TERM BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4WASHINGTON MUTUAL INVESTORS FUND CLASS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/RevenueNotReportedAmt0175512
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0600824
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt044628
IRS990ScheduleD/TotalBookValueSecuritiesAmt0516295
IRS990ScheduleD/TotalExpensesPerForm990Amt0537818
IRS990ScheduleD/TotalRevenuePerForm990Amt0600824
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0776336
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0537818
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X

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
2021Detailed filing. Detailed filing data is available for this year.$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