Civic Intelligence

Stephenson County Senior Center

990 • Fiscal year 2014 • EIN 36-2772463

Oct 01, 2013 to Sep 30, 2014 • Filed on Jan 29, 2015

Organization ProfileWWW.STEPHENSONSENIORCENTER.ORG
1237 W Galena Ave61032

(815) 235-9777

Siviq Scores

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

Liabilities / Assets

46th percentile

0.08x

Higher debt load relative to assets than 46% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

44th percentile

0.08x

Higher debt load relative to revenue than 44% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

61st percentile

6.6%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$920,514

Up $93,679 (+11%) from 2013

Net Assets

Up

$845,820

Up $61,496 (+7.8%) from 2013

Liabilities

Up

$74,694

Up $32,183 (+76%) from 2013

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin61st percentile

Revenue

$900,968

No earlier filing loaded for comparison.

Expenses

Up

$841,559

Up $180,804 (+27%) from 2013

Net Income

$59,409

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $826,048Liabilities 2012: $42,656Net Assets 2012: $783,3922012Assets 2013: $826,835Liabilities 2013: $42,511Net Assets 2013: $784,3242013Assets 2014: $920,514Liabilities 2014: $74,694Net Assets 2014: $845,8202014Assets 2015: $1,212,876Liabilities 2015: $315,750Net Assets 2015: $897,1262015Assets 2016: $1,459,308Liabilities 2016: $279,323Net Assets 2016: $1,179,9852016Assets 2017: $1,470,315Liabilities 2017: $338,589Net Assets 2017: $1,131,7262017Assets 2018: $1,416,683Liabilities 2018: $276,488Net Assets 2018: $1,140,1952018Assets 2020: $2,302,227Liabilities 2020: $144,096Net Assets 2020: $2,158,1312020Assets 2021: $3,185,518Liabilities 2021: $535,713Net Assets 2021: $2,649,8052021Assets 2022: $3,117,584Liabilities 2022: $223,586Net Assets 2022: $2,893,9982022Assets 2023: $3,418,812Liabilities 2023: $276,488Net Assets 2023: $3,142,3242023Assets 2024: $3,502,276Liabilities 2024: $155,616Net Assets 2024: $3,346,6602024

Highlighted filing

2014

Assets$920,514
Liabilities$74,694
Net Assets$845,820
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $701,9622012Expenses 2013: $660,7552013Revenue 2014: $900,968Expenses 2014: $841,559Net Income 2014: $59,4092014Revenue 2015: $1,589,568Expenses 2015: $1,502,477Net Income 2015: $87,0912015Revenue 2016: $1,687,926Expenses 2016: $1,449,110Net Income 2016: $238,8162016Revenue 2017: $1,737,982Expenses 2017: $1,796,805Net Income 2017: -$58,8232017Revenue 2018: $1,932,761Expenses 2018: $1,952,366Net Income 2018: -$19,6052018Revenue 2020: $2,105,352Expenses 2020: $1,766,486Net Income 2020: $338,8662020Revenue 2021: $1,924,618Expenses 2021: $1,643,298Net Income 2021: $281,3202021Revenue 2022: $2,339,233Expenses 2022: $2,173,911Net Income 2022: $165,3222022Revenue 2023: $2,660,292Expenses 2023: $2,411,966Net Income 2023: $248,3262023Revenue 2024: $2,404,646Expenses 2024: $2,346,857Net Income 2024: $57,7892024

Highlighted filing

2014

Revenue$900,968
Expenses$841,559
Net Income$59,409
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jan 29, 2015
Return Version
2013v4.0
Gross Receipts
$1,144,971
Mission and Program Overview

Mission

Promoting independence and quality of life for seniors 55+ in jodaviess and stephenson counties.

Human services for the aged

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$515,734$520,294▲ $4,560
Pledges and Grants Receivable$106,447$178,373▲ $71,926
Savings and Temporary Cash Investments$142,064$164,880▲ $22,816
Land, Buildings, and Equipment, Net$48,064$40,394▼ $7,670
Prepaid Expenses and Deferred Charges$13,346$16,573▲ $3,227
Accounts Receivable$1,180--
Total Assets$826,835$920,514▲ $93,679
Liabilities
Accounts Payable and Accrued Expenses$42,511$74,694▲ $32,183
Total Liabilities$42,511$74,694▲ $32,183
Net Assets / Fund Balance
Unrestricted Net Assets$408,446$466,192▲ $57,746
Permanently Rstr Net Assets$365,378$365,378→ $0
Temporarily Rstr Net Assets$10,500$14,250▲ $3,750
Total Net Assets Fund Balance$784,324$845,820▲ $61,496
Total Liabilities and Net Assets / Fund Balance$826,835$920,514▲ $93,679

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,046$100,424$109,470
Leasehold Improvements$31,348$28,363$59,711

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$515,734-▲ $35,128$30,568$520,294
2012$497,704$10,000▲ $23,440$15,410$515,734
2011$405,245$55,000▲ $60,527$23,068$497,704
2010$450,651$8,514▲ $477$54,397$405,245
2009$485,088$15,924▲ $49,639$100,000$450,651
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Chris SchneidermanPresident
Sarah Stephenson PeskaVice-president
Karen GorslineDirector
Mark JansenDirector
Michael WilliamsDirector
Patricia NormanDirector
Ralph NormanDirector
Richard MontgomeryDirector
Sarah NewtonDirector
Sheryl Pitts WolffDirector
Wendy BlairSecretary
Ed WatersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$528,381
Program Service Revenue
$334,484
Investment Income
$33,189
Other Revenue
$4,914
All Other Contributions
$165,867
Change in Net Assets
$59,409

Audited Revenue Reconciliation

Revenue per Audited Statements
$901,688
Revenue Not Reported on Financial Statements
$-720
Revenue Not Reported on Form 990
$2,087
Other Revenue Adjustments
$-720
Total Revenue per Audited Statements
$903,775
Total Revenue per Form 990
$900,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$607,958
Other Expenses$233,601
Total Fundraising Expense$5,817
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$433,727$73,259$2,163$509,149
Other Employee Benefits$51,708$4,342$467$56,517
Occupancy$30,798$23,074$115$53,987
Payroll Taxes$36,172$5,881$239$42,292
Office Expenses$20,872$3,714$453$25,039
Travel$15,628$446-$16,074
Information Technology$11,579$480$1,500$13,559
Fees for Services Other$11,352--$11,352
Fees for Services Legal$6,660$4,028-$10,688
Fees for Services Accounting$7,870-$180$8,050
Depreciation Depletion$7,670--$7,670
Insurance-$7,482-$7,482
Conferences and Meetings$3,718$2,296-$6,014
Advertising$3,618$245$100$3,963
Other Expenses$3,297$580$600$3,877
Fees for Service Investment Mgmnt Fees-$3,535-$3,535
All Other Expenses$1,173--$1,173
Total Functional Expenses$704,845$130,897$5,817$841,559

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$842,279
Expenses per Audited Statements$841,559
Total Expenses per Form 990$841,559
Expenses Not Reported on Form 990$720
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,065
Fundraising Direct Expenses$720
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying 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
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
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, Part VI, Section B, Line 11

“The finance committee is responsible to review form 990 after auditors complete it prior to it being submitted to irs.”

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

“The senior resource center business manager contacts each board member in the first quarter of the calendar year. The board members are given a copy of the agency conflict of interest policy and disclosure form. Each board member completes the disclosure form and returns the form to a permanent file. The annual disclosure forms will be reviewed by the executive committee of the board of directors upon receipt of all forms being returned.”

Form 990, Part VI, Section C, Line 19

“Currently these documents are made available to the general public upon request.”

Filing and Contact Details

Filer

EIN
36-2772463
Phone
8152359777

Signing Officer

Name
Susan Lambert
Title
Executive Director
Phone
8152359777
Signed
2015-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Lambert
Formed
1976
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
23
Volunteers
70

Preparer

Preparer
Gregory a Dunham
Phone
8152331512
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process oversight of the audit and selection of an independent accountant has not changed from the previous year. The finance committee reviews and approves the audit as presented by the auditors.”

Financial Statement Notes

PART V, LINE 4:

“The center has a policy of appropriating for distribution each year or upon request from the center the income earned and available from endowment fund be paid to the center for its operations or specific purpose.”

PART X, LINE 2:

“The center qualifies for tax exempt status under section 501(c)(3) of the internal revenue code as a charitable group not organized for profit. Accordingly, no provision for income taxes is included in the financial statements. The center accounts for income taxes in accordance with financial accounting standards board accounting for uncertainty income taxes. The standard provides detailed guidance for the financial statement recognition, measurement and disclosure of uncertain tax positions recognized in an enterprise's financial statements and requires an entity to recognize the financial statement impact of a tax position when it is more likely than not that the position will be sustained upon examination. The center has determined there are no amounts to record as assets or liabilities related to uncertain tax positions.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising event expenses included in net revenue”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses included in net revenue”

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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/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020007
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03345
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03345
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02087
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0115
IRS990/OccupancyGrp/ManagementAndGeneralAmt023074
IRS990/OccupancyGrp/ProgramServicesAmt030798
IRS990/OccupancyGrp/TotalAmt053987
IRS990/OfficeExpensesGrp/FundraisingAmt0453
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03714
IRS990/OfficeExpensesGrp/ProgramServicesAmt020872
IRS990/OfficeExpensesGrp/TotalAmt025039
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0467
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04342
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt051708
IRS990/OtherEmployeeBenefitsGrp/TotalAmt056517
IRS990/OtherExpensesGrp/Desc0VEHICLE & TRANSIT
IRS990/OtherExpensesGrp/Desc1TOWNSHIP/HUMAN SERVICES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3PRINTING & SUBSCRIPTION
IRS990/OtherExpensesGrp/FundraisingAmt0600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01535
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1580
IRS990/OtherExpensesGrp/ProgramServicesAmt032963
IRS990/OtherExpensesGrp/ProgramServicesAmt120659
IRS990/OtherExpensesGrp/ProgramServicesAmt25381
IRS990/OtherExpensesGrp/ProgramServicesAmt33297
IRS990/OtherExpensesGrp/TotalAmt032963
IRS990/OtherExpensesGrp/TotalAmt120659
IRS990/OtherExpensesGrp/TotalAmt27516
IRS990/OtherExpensesGrp/TotalAmt33877
IRS990/OtherRevenueMiscGrp/BusinessCd0812900
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt01569
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01569
IRS990/OtherRevenueTotalAmt01569
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02163
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt073259
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0433727
IRS990/OtherSalariesAndWagesGrp/TotalAmt0509149
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0239
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05881
IRS990/PayrollTaxesGrp/ProgramServicesAmt036172
IRS990/PayrollTaxesGrp/TotalAmt042292
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0365378
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0365378
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0106447
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0178373
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013346
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016573
IRS990/PrincipalOfficerNm0SUSAN LAMBERT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0812900
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR SERVICE CONTR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0334484
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0334484
IRS990/ProgSrvcAccomActy2Grp/Desc0TRANSPORTATION FUND - TO PROVIDE FUTHER TRANSPORTAION SERVICES TO SENIOR CITIZENS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0189616
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0186227
IRS990/ProgSrvcAccomActy3Grp/Desc0TITLE III-B OF OLDER AMERICANS ACE SERVES APPROXIMATELY 3000 PEOPLE, PROGRAM IN EXISTENCE OVER 15 YEARS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0202965
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt095501
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt080741
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0342189
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt024602
IRS990/PYOtherExpensesAmt0184539
IRS990/PYOtherRevenueAmt019484
IRS990/PYProgramServiceRevenueAmt0276427
IRS990/PYRevenuesLessExpensesAmt01947
IRS990/PYSalariesCompEmpBnftPaidAmt0476216
IRS990/PYTotalExpensesAmt0660755
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0662702
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt059409
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0239369
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0142064
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0164880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0862865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0618616
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0652389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0649369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0772739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03555978
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013182
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019761
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015793
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011893
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018555
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt079184
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt021576
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05464
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt019581
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt027493
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0-10123
IRS990ScheduleA/OtherIncome170Grp/TotalAmt063991
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95820
IRS990ScheduleA/PublicSupportPY170Pct00.96620
IRS990ScheduleA/PublicSupportTotal170Amt03544455
IRS990ScheduleA/SubstantialContributorsTotAmt011523
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0862865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0618616
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0652389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0649369
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0772739
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03555978
IRS990ScheduleA/TotalSupportAmt03699153
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
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0515734
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0520294
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt035128
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt030568
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0497704
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0515734
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023440
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt015410
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0405245
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt055000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0497704
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060527
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt023068
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0450651
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08514
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0405245
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0477
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt054397
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0485088
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015924
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0450651
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt049639
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0100000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt09046
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0100424

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$920,514
Liabilities
$74,694
Net assets
$845,820
Revenue
$900,968
Expenses
$841,559
Net income
$59,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.16$3.35$2.40$2.35$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.42$0.28$3.14$2.66$2.41$0.25
2022Detailed filing. Detailed filing data is available for this year.$3.12$0.22$2.89$2.34$2.17$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.54$2.65$1.92$1.64$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.14$2.16$2.11$1.77$0.34
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.28$1.14$1.93$1.95$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.34$1.13$1.74$1.80$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.28$1.18$1.69$1.45$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.32$0.90$1.59$1.50$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.07$0.85$0.90$0.84$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.04$0.78$0.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.04$0.78$0.70