Civic Intelligence

Bardeen Partners Inc

990 • Fiscal year 2020 • EIN 33-0465358

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 30, 2021

Organization ProfileN/A
PO Box 57000Irvine, CA 92619

(949) 453-5300

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.06x

Higher debt load relative to revenue than 20% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

45th percentile

2.6%

Higher net margin than 45% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$409,533

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

39th percentile

3.0%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-10%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$195,444,875

Up $5,729,366 (+3.0%) from 2019

Net Assets

Up

$194,964,743

Up $5,876,290 (+3.1%) from 2019

Liabilities

Down

$480,132

Down $146,924 (-23%) from 2019

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin45th percentile

Revenue

Down

$7,830,954

Down $873,574 (-10%) from 2019

Expenses

Down

$7,627,509

Down $4,763,072 (-38%) from 2019

Net Income

Up

$203,445

Up $3,889,498 (+106%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$300M$200M$100M$0Assets 2015: $27,887,067Liabilities 2015: $1,345,400Net Assets 2015: $26,541,6672015Assets 2016: $181,165,221Liabilities 2016: $1,124,741Net Assets 2016: $180,040,4802016Assets 2017: $186,636,614Liabilities 2017: $1,137,034Net Assets 2017: $185,499,5802017Assets 2018: $187,782,534Liabilities 2018: $703,235Net Assets 2018: $187,079,2992018Assets 2019: $189,715,509Liabilities 2019: $627,056Net Assets 2019: $189,088,4532019Assets 2020: $195,444,875Liabilities 2020: $480,132Net Assets 2020: $194,964,7432020Assets 2021: $215,133,557Liabilities 2021: $759,625Net Assets 2021: $214,373,9322021Assets 2022: $221,953,090Liabilities 2022: $784,272Net Assets 2022: $221,168,8182022Assets 2023: $229,094,998Liabilities 2023: $601,918Net Assets 2023: $228,493,0802023Assets 2024: $269,828,671Liabilities 2024: $609,747Net Assets 2024: $269,218,9242024Assets 2025: $279,126,136Liabilities 2025: $589,573Net Assets 2025: $278,536,5632025

Highlighted filing

2020

Assets$195,444,875
Liabilities$480,132
Net Assets$194,964,743
Open 2020 Filing

Operations Trend

Revenue Growth24th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $5,807,579Expenses 2015: $7,069,308Net Income 2015: -$1,261,7292015Revenue 2016: $7,692,238Expenses 2016: $7,556,333Net Income 2016: $135,9052016Revenue 2017: $7,956,631Expenses 2017: $7,704,923Net Income 2017: $251,7082017Revenue 2018: $8,468,264Expenses 2018: $8,045,159Net Income 2018: $423,1052018Revenue 2019: $8,704,528Expenses 2019: $12,390,581Net Income 2019: -$3,686,0532019Revenue 2020: $7,830,954Expenses 2020: $7,627,509Net Income 2020: $203,4452020Revenue 2021: $8,558,319Expenses 2021: $7,974,581Net Income 2021: $583,7382021Revenue 2022: $8,491,991Expenses 2022: $8,122,640Net Income 2022: $369,3512022Revenue 2023: $9,301,537Expenses 2023: $8,629,993Net Income 2023: $671,5442023Revenue 2024: $9,223,843Expenses 2024: $7,370,977Net Income 2024: $1,852,8662024Revenue 2025: $10,686,103Expenses 2025: $9,426,499Net Income 2025: $1,259,6042025

Highlighted filing

2020

Revenue$7,830,954
Expenses$7,627,509
Net Income$203,445
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 30, 2021
Return Version
2019v5.2
Gross Receipts
$12,954,936
Mission and Program Overview

Mission

The mission of the organization is to promote the common good and the general welfare of the residents, property owners and customers who reside within the boundaries of the irvine ranch water district and the governmental enterprises in the district and the surrounding areas by acquiring real and personal property to the benefit of the district and individuals herein described.

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$189,088,453$194,964,743▲ $5,876,290
Investments Other Securities$189,065,327$194,738,172▲ $5,672,845
Cash and Non-Interest-Bearing Accounts$617,073$614,635▼ $2,438
Prepaid Expenses and Deferred Charges$33,052$91,598▲ $58,546
Accounts Receivable$57$470▲ $413
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$189,715,509$195,444,875▲ $5,729,366
Liabilities
Escrow Account Liability$471,797$442,460▼ $29,337
Other Liabilities$100,000$0▼ $100,000
Accounts Payable and Accrued Expenses$55,259$37,672▼ $17,587
Total Liabilities$627,056$480,132▼ $146,924
Net Assets / Fund Balance
Total Net Assets Fund Balance$189,088,453$194,964,743▲ $5,876,290
Total Liabilities and Net Assets / Fund Balance$189,715,509$195,444,875▲ $5,729,366

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$194,738,172--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleOtherTotal
Doug ReinhartDirector$50,458$50,458
John WithersPresident$45,622$45,622
Steven LamarDirector$44,789$44,789
Mary Aileen MatheisDirector$41,954$41,954
Peer SwanVice President$38,918$38,918

Board Members and Trustees

NameTitle
Anthony MossbargerDirector of Information Services
Fiona SanchezDirector of Water Resources
Wendy ChambersExecutive Director, Operations
Kevin BurtonExecutive Director, Technical Svcs
Paul WeghorstExecutive Director, Water Policy
Cheryl ClaryAsst. Treasurer
Tanja FournierAsst. Treasurer
Claire Hervey CollinsAttorney
Paul CookGeneral Manager
Leslie BonkowskiSecretary
Robert JacobsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Vinco Construction CorporationConstruction Services4544 E EISENHOWER CIRCLE, Anaheim, CA 92807$382,729
Resident Group Services INC Dba Rgs LaLandscape Services1156 N GROVE STREET, Anaheim, CA 92806$247,722
Advantage Painting Solutions INCPainting Services14734 YORBA COURT, Chino, CA 91710$205,241
Interior Logic Group Property ServicesProperty ServicesPO BOX 748724, Los Angeles, CA 90074$156,064
James Elsasser Dba All Star Electric HElectric, Heating, Cooling ServicesPO BOX 1431, La Mirada, CA 90637-1431$115,695
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$541,424
Other Revenue
$7,289,530
Change in Net Assets
$203,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,627,509
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$7,569,219--$7,569,219
Other Expenses$58,290--$58,290
Total Functional Expenses$7,627,509$0$0$7,627,509
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the organization's form 990 tax return is distributed to the governing board of directors for approval prior to its filing. This formal approval is documented in the minutes of the board of directors meeting and is a required procedure.”

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

“The organization has a formal conflict of interest policy. The five district (irwd) board of directors are required to be the five members of the board of directors. All members of the board of directors of the organization are required to sign this conflict of interest policy on an annual basis. The organization monitors this conflict of interest policy by enforcing its implementation as policy to members of the board of directors.”

Form 990, Part VI, Section C, Line 19

“Copies of the governing documents, policies and procedures, and annual federal and state exempt tax returns are available to all members of the organization as well as to the general public upon a request made to the treasurer of the organization.”

Filing and Contact Details

Filer

Filer Name
Bardeen Partners Inc
EIN
33-0465358
Phone
9494535300
Address
PO BOX 57000, IRVINE, CA 92619

Signing Officer

Name
Robert Jacobson
Title
Treasurer
Phone
9494535300
Signed
2021-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Jacobson
Formed
1991
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Davis Farr Llp
Address
18201 VON KARMAN AVE SUITE 1100, IRVINE, CA 92612
Preparer
Tritia Foster
Phone
9494742020
Supplemental Narrative

Additional Explanations

Form 990 Part I Line 1

“The mission of the organization is to promote the common good and the general welfare of the residents, property owners and customers who reside within the boundaries of the irvine ranch water district and the governmental enterprises in the district and the surrounding areas by acquiring real and personal property to the benefit of the district and individuals herein described.”

Form 990 Part XII Line 2C

“The audit oversight process has not changed since the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“Tenants who rent or lease from bardeen partners must pay a security deposit. The security deposit is held as a liability to bardeen.”

Raw XML AppendixShowing 400 of 654 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11274791
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12262435
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13228194
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14236584
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15228788
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASST. TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASST. TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9GENERAL MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt10ATTORNEY
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR, WATER POLICY
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR, TECHNICAL SVCS
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR, OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF INFORMATION SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF WATER RESOURCES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt012954936
IRS990/GrossRentsGrp/RealAmt011964569
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0541424
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0189065327
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0194738172
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessRentalExpensesGrp/RealAmt05123982
IRS990/LoanOutstandingInd00
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO PROMOTE THE COMMON GOOD AND THE GENERAL WELFARE OF THE RESIDENTS, PROPERTY OWNERS AND CUSTOMERS WHO RESIDE WITHIN THE BOUNDARIES OF THE IRVINE RANCH WATER DISTRICT AND THE GOVERNMENTAL ENTERPRISES IN THE DISTRICT AND THE SURROUNDING AREAS BY ACQUIRING REAL AND PERSONAL PROPERTY TO THE BENEFIT OF THE DISTRICT AND INDIVIDUALS HEREIN DESCRIBED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0189088453
IRS990/NetAssetsOrFundBalancesEOYAmt0194964743
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt06840587
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06840587
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05672845
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE -
IRS990/OtherExpensesGrp/ProgramServicesAmt058290
IRS990/OtherExpensesGrp/TotalAmt058290
IRS990/OtherLiabilitiesGrp/BOYAmt0100000
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/Desc0REAL ESTATE MISC INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0448943
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0448943
IRS990/OtherRevenueTotalAmt0448943
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt07569219
IRS990/PaymentsToAffiliatesGrp/TotalAmt07569219
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033052
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt091598
IRS990/PrincipalOfficerNm0ROBERT JACOBSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0540896
IRS990/PYOtherExpensesAmt012390581
IRS990/PYOtherRevenueAmt08163632
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-3686053
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt012390581
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08704528
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0203445
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt06840587
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07830954
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0189088453
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0194964743
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0194738172
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TENANTS WHO RENT OR LEASE FROM BARDEEN PARTNERS MUST PAY A SECURITY DEPOSIT. THE SECURITY DEPOSIT IS HELD AS A LIABILITY TO BARDEEN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0194738172
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt90
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount90
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt90
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0145706
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1153729
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2241190
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3268501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4362858
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5274791
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt6262435
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt7228194
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt8236584
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt9228788
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,444,875
Liabilities
$480,132
Net assets
$194,964,743
Revenue
$7,830,954
Expenses
$7,627,509
Net income
$203,445
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$279$0.59$279$10.7$9.43$1.26
2024Detailed filing. Detailed filing data is available for this year.$270$0.61$269$9.22$7.37$1.85
2023Detailed filing. Detailed filing data is available for this year.$229$0.60$228$9.30$8.63$0.67
2022Detailed filing. Detailed filing data is available for this year.$222$0.78$221$8.49$8.12$0.37
2021Detailed filing. Detailed filing data is available for this year.$215$0.76$214$8.56$7.97$0.58
2020Detailed filing. Detailed filing data is available for this year.$195$0.48$195$7.83$7.63$0.20
2019Detailed filing. Detailed filing data is available for this year.$190$0.63$189$8.70$12.4$3.69
2018Detailed filing. Detailed filing data is available for this year.$188$0.70$187$8.47$8.05$0.42
2017Detailed filing. Detailed filing data is available for this year.$187$1.14$185$7.96$7.70$0.25
2016Detailed filing. Detailed filing data is available for this year.$181$1.12$180$7.69$7.56$0.14
2015Detailed filing. Detailed filing data is available for this year.$27.9$1.35$26.5$5.81$7.07$1.26