Civic Intelligence

Lafayette Symphony Foundation Inc

990 • Fiscal year 2016 • EIN 35-2080594

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 02, 2016

Organization Profile
PO Box 1225Lafayette, IN 47902-1225

(765) 742-1056

Siviq Scores

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

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

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

Liabilities / Revenue

83rd percentile

0.82x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

27th percentile

-6.0%

Higher net margin than 27% of similar nonprofits.

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

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

25th percentile

-4.1%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2016

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$2,615,934

Down $225,626 (-7.9%) from 2014

Net Assets

Down

$2,481,818

Down $225,924 (-8.3%) from 2014

Liabilities

Up

$134,116

Up $298 (+0.2%) from 2014

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin27th percentile

Revenue

Down

$163,563

Down $85,808 (-34%) from 2014

Expenses

Up

$173,397

Up $29,662 (+21%) from 2014

Net Income

Down

-$9,834

Down $115,470 (-109%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $2,493,336Liabilities 2013: $127,615Net Assets 2013: $2,365,7212013Assets 2014: $2,841,560Liabilities 2014: $133,818Net Assets 2014: $2,707,7422014Assets 2016: $2,615,934Liabilities 2016: $134,116Net Assets 2016: $2,481,8182016Assets 2017: $2,795,402Liabilities 2017: $134,811Net Assets 2017: $2,660,5912017Assets 2018: $2,859,571Liabilities 2018: $131,666Net Assets 2018: $2,727,9052018Assets 2019: $2,815,507Liabilities 2019: $132,809Net Assets 2019: $2,682,6982019Assets 2020: $2,896,201Liabilities 2020: $133,222Net Assets 2020: $2,762,9792020Assets 2021: $3,687,666Liabilities 2021: $138,505Net Assets 2021: $3,549,1612021Assets 2022: $3,170,588Liabilities 2022: $148,730Net Assets 2022: $3,021,8582022Assets 2023: $3,225,378Liabilities 2023: $158,274Net Assets 2023: $3,067,1042023Assets 2024: $3,454,758Liabilities 2024: $156,186Net Assets 2024: $3,298,5722024

Highlighted filing

2016

Assets$2,615,934
Liabilities$134,116
Net Assets$2,481,818
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.0M$500K$0-$500KExpenses 2013: $134,6992013Revenue 2014: $249,371Expenses 2014: $143,735Net Income 2014: $105,6362014Revenue 2016: $163,563Expenses 2016: $173,397Net Income 2016: -$9,8342016Revenue 2017: $325,750Expenses 2017: $282,295Net Income 2017: $43,4552017Revenue 2018: $445,659Expenses 2018: $147,659Net Income 2018: $298,0002018Revenue 2019: $22,497Expenses 2019: $152,937Net Income 2019: -$130,4402019Revenue 2020: $364,019Expenses 2020: $150,281Net Income 2020: $213,7382020Revenue 2021: $220,145Expenses 2021: $154,522Net Income 2021: $65,6232021Revenue 2022: $863,193Expenses 2022: $185,775Net Income 2022: $677,4182022Revenue 2023: -$18,070Expenses 2023: $171,212Net Income 2023: -$189,2822023Revenue 2024: $108,720Expenses 2024: $169,798Net Income 2024: -$61,0782024

Highlighted filing

2016

Revenue$163,563
Expenses$173,397
Net Income-$9,834
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 2, 2016
Return Version
2015v2.1
Gross Receipts
$704,363
Mission and Program Overview

Mission

Support of the lafayette symphony orchestra.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,649,899$2,489,983▼ $159,916
Savings and Temporary Cash Investments$68,396$42,559▼ $25,837
Accounts Receivable$444$445▲ $1
Prepaid Expenses and Deferred Charges$256$263▲ $7
Total Assets$2,799,074$2,615,934▼ $183,140
Other Assets Total$80,079$82,684▲ $2,605
Liabilities
Grants Payable$110,000$115,000▲ $5,000
Other Liabilities$20,217$18,405▼ $1,812
Accounts Payable and Accrued Expenses$791$711▼ $80
Total Liabilities$131,008$134,116▲ $3,108
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,976,776$1,977,661▲ $885
Unrestricted Net Assets$329,046$280,354▼ $48,692
Temporarily Rstr Net Assets$362,244$223,803▼ $138,441
Total Net Assets Fund Balance$2,668,066$2,481,818▼ $186,248
Total Liabilities and Net Assets / Fund Balance$2,799,074$2,615,934▼ $183,140

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,339,020-▼ $277,555-$2,201,465
2014$2,372,228-▼ $143,208-$2,339,020
2013$2,101,129$50,000▲ $281,619-$2,372,228
2012$1,788,077$228,860▲ $155,050-$2,101,129
2011$1,851,689$3,369▲ $9,872-$1,788,077
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Charlie ShookChair
Alberta BarkerVice Chair
Amy NoahDirector
Eric RodyDirector
Fred SputhDirector
George HonigDirector
Gordon KlockowDirector
John EganDirector
John McbrideDirector
John SautterDirector
John SchneiderDirector
Karl BrandtDirector
Mark RutanDirector
Olga JeffaresDirector
Rabindra MukerjeaDirector
Shirley WestDirector
Steven StuckyDirector
Thomas MoranDirector
Dana SmithSecretary
Kimberley Morisette CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,266
Program Service Revenue
$0
Investment Income
$142,905
Other Revenue
$4,392
All Other Contributions
$16,266
Change in Net Assets
$-9,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$145,223
Other Expenses$28,174
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$145,223--$145,223
Fees for Service Investment Mgmnt Fees-$19,814-$19,814
Fees for Services Accounting-$3,850-$3,850
Insurance-$781-$781
Other Expenses-$600-$600
Office Expenses-$70-$70
Total Functional Expenses$145,223$28,174$0$173,397
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lafayette Symphony OrchestraLafayette, IN3General Support$145,223
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kimberley Morisette CPATreasurerTax Return FeesNo$500
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
LIABILITIES UNDER UNITRUSTS:UNITRUST$10,317
LIABILITIES UNDER UNITRUSTS:UNITRUST$4,470
LIABILITIES UNDER UNITRUSTS:UNITRUST$3,618
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The treasurer prepares the form 990 and a copy is provided to each board member prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest statements are reviewed annually by the board.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Lafayette Symphony Foundation Inc
EIN
35-2080594
Phone
7657421056
Address
PO BOX 1225, LAFAYETTE, IN 47902-1225

Signing Officer

Name
Kimberley Morisette CPA
Title
Treasurer
Phone
7657426463
Signed
2016-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charlie Shook
Formed
1998
Legal Domicile
In
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
20

Preparer

Firm
Huth Thompson Llp
Address
PO BOX 970, LAFAYETTE, IN 47902-0970
Preparer
Kimberley R Morisette
Phone
7654285000
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Support of the lafayette symphony orchestra, inc.”

Schedule D, Page 3, Part X

“The lafayette symphony foundation, inc. Follows the accounting standard related to uncertainty in income taxes. Accounting for uncertainty in income taxes requires an organization to measure, recognize, present, and disclose in its financial statements uncertain tax positions that the organization has taken or expects to take on its tax returns. Tax benefits are recognized from uncertain tax positions only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such positions are measured based on the largest benefit that has the greater than 50% likelihood of being realized upon ultimate settlement. There was no impact to the foundation's financial statements as a result of the implementation of accounting for uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The federal and state income tax returns of the foundation for the years ended june 30, 2013, 2014, and 2015 are subject to examination by taxing authorities (generally for three years after they were filed). There were no penalties and interest assessed by income taxing authorities during the years ended june 30, 2016 and 2015.”

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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0570145
IRS990/GrossReceiptsAmt0704363
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0781
IRS990/InsuranceGrp/TotalAmt0781
IRS990/InvestmentIncomeGrp/ExclusionAmt0113560
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0113560
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02649899
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02489983
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0540800
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT OF THE LAFAYETTE SYMPHONY ORCHESTRA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02668066
IRS990/NetAssetsOrFundBalancesEOYAmt02481818
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt029345
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029345
IRS990/NetUnrlzdGainsLossesInvstAmt0-176414
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt070
IRS990/OfficeExpensesGrp/TotalAmt070
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt080079
IRS990/OtherAssetsTotalGrp/EOYAmt082684
IRS990/OtherExpensesGrp/Desc0DISTRIBUTIONS CRTS
IRS990/OtherExpensesGrp/Desc1LIFE INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc2CONTRIBUTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02427
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1632
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2600
IRS990/OtherExpensesGrp/TotalAmt02427
IRS990/OtherExpensesGrp/TotalAmt1632
IRS990/OtherExpensesGrp/TotalAmt2600
IRS990/OtherLiabilitiesGrp/BOYAmt020217
IRS990/OtherLiabilitiesGrp/EOYAmt018405
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0PAID UP INSURANCE INCREASE
IRS990/OtherRevenueMiscGrp/Desc1CHANGE IN VALUE SPLIT INT. AG
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02605
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11787
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02605
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11787
IRS990/OtherRevenueTotalAmt04392
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01976776
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01977661
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0256
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0263
IRS990/PrincipalOfficerNm0CHARLIE SHOOK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07659
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0110500
IRS990/PYInvestmentIncomeAmt0161664
IRS990/PYOtherExpensesAmt027575
IRS990/PYOtherRevenueAmt04380
IRS990/PYRevenuesLessExpensesAmt035628
IRS990/PYTotalExpensesAmt0138075
IRS990/PYTotalRevenueAmt0173703
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-9834
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt068396
IRS990/SavingsAndTempCashInvstGrp/EOYAmt042559
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0112843
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0112843
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0112843
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0112843
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt095917
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt095917
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt095917
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt088375
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt083195
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt095917
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt012722
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0115223
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt032028
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt012722
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt032028
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt032028
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt012722
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt05223
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt095917
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0110000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0115223
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0VOTE ON BOARD
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02563464
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,615,934
Liabilities
$134,116
Net assets
$2,481,818
Revenue
$163,563
Expenses
$173,397
Net income
-$9,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.45$0.16$3.30$0.11$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.23$0.16$3.07$0.02$0.17$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.17$0.15$3.02$0.86$0.19$0.68
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.14$3.55$0.22$0.15$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.13$2.76$0.36$0.15$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.82$0.13$2.68$0.02$0.15$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.86$0.13$2.73$0.45$0.15$0.30
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.13$2.66$0.33$0.28$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.13$2.48$0.16$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.13$2.71$0.25$0.14$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.13$2.37$0.13