Civic Intelligence

Learning Well Inc

990 • Fiscal year 2014 • EIN 36-4509221

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 13, 2015

Organization ProfileWWW.LEARNINGWELLINC.ORG

View Organization Page

429 E Vermont No 40046202

(317) 472-1473

Siviq Scores

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

Liabilities / Assets

97th percentile

1.57x

Higher debt load relative to assets than 97% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.80x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

56th percentile

4.5%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

77th percentile

14%

Faster asset growth than 77% 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 / Assets97th percentile

Assets

Up

$1,220,871

Up $152,004 (+14%) from 2013

Net Assets

Up

-$695,126

Up $108,250 (+13%) from 2013

Liabilities

Up

$1,915,997

Up $43,754 (+2.3%) from 2013

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin56th percentile

Revenue

$2,386,756

No earlier filing loaded for comparison.

Expenses

Down

$2,278,506

Down $212,366 (-8.5%) from 2013

Net Income

$108,250

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $1,154,303Liabilities 2010: $1,324,103Net Assets 2010: -$169,8002010Assets 2012: $1,416,913Liabilities 2012: $2,062,577Net Assets 2012: -$645,6642012Assets 2013: $1,068,867Liabilities 2013: $1,872,243Net Assets 2013: -$803,3762013Assets 2014: $1,220,871Liabilities 2014: $1,915,997Net Assets 2014: -$695,1262014Assets 2015: $1,211,562Liabilities 2015: $1,963,513Net Assets 2015: -$751,9512015Assets 2016: $1,239,640Liabilities 2016: $1,970,628Net Assets 2016: -$730,9882016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$1,220,871
Liabilities$1,915,997
Net Assets-$695,126
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $3,346,3582010Expenses 2012: $2,955,2342012Expenses 2013: $2,490,8722013Revenue 2014: $2,386,756Expenses 2014: $2,278,506Net Income 2014: $108,2502014Revenue 2015: $1,170,115Expenses 2015: $1,226,940Net Income 2015: -$56,8252015Revenue 2016: $1,212,370Expenses 2016: $1,191,407Net Income 2016: $20,9632016Revenue 2017: $2,185,261Expenses 2017: $1,454,273Net Income 2017: $730,9882017

Highlighted filing

2014

Revenue$2,386,756
Expenses$2,278,506
Net Income$108,250
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Gross Receipts
$2,394,572
Mission and Program Overview

Mission

To improve the health, well-being, and school performance of students in marion county through improved access to integrated, preventive, and primary health care services provided by collaborative partnerships.

See schedule o.to improve the health, well-being, and school performance of students in marion county through improved access to integrated, preventive, and primary health care services provided by collaborative partnerships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$833,076$989,829▲ $156,753
Land, Buildings, and Equipment, Net$28,134$13,679▼ $14,455
Prepaid Expenses and Deferred Charges$4,776$5,158▲ $382
Total Assets$1,068,867$1,220,871▲ $152,004
Other Assets Total$202,881$212,205▲ $9,324
Liabilities
Accounts Payable and Accrued Expenses$1,024,209$1,024,576▲ $367
Other Liabilities$848,034$891,421▲ $43,387
Total Liabilities$1,872,243$1,915,997▲ $43,754
Net Assets / Fund Balance
Unrestricted Net Assets$-803,376$-695,126▲ $108,250
Total Net Assets Fund Balance$-803,376$-695,126▲ $108,250
Total Liabilities and Net Assets / Fund Balance$1,068,867$1,220,871▲ $152,004

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,679$34,963$48,642
Other Assets Org$212,205--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna a StephensCEOFT$142,068$7,370$149,438

Board Members and Trustees

NameTitle
Jimmy BrownChair
Franklin D GilesVice Chair
Annette LenzMember
Betty WilsonMember
Chuck BrandenburgMember
Cynthia RobbinsMember
Greg PorterMember
Kenneth BondMember
Lewis FerebeeMember
Lisa HarrisMember
Thomas J Little JrMember
Virginia CaineMember
Leonardo Ortega MdSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Maxim Healthcare ServicesHealthcare Provider-$375,325
Shalom Health Care Center INCHealthcare Provider-$357,245
Healthcare StaffingHealthcare Provider-$289,048
NursefindersHealthcare Provider-$214,808
Eskenazi Health ServicesHealthcare Provider-$198,403
Revenue and Support

Revenue Composition

Contributions and Grants
$1,689,702
Program Service Revenue
$474,412
Investment Income
$-5,607
Other Revenue
$228,249
All Other Contributions
$1,261,947
Change in Net Assets
$108,250

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,394,572
Revenue Not Reported on Financial Statements
$-7,816
Revenue Not Reported on Form 990
$7,200
Other Revenue Adjustments
$-7,816
Total Revenue per Audited Statements
$2,401,772
Total Revenue per Form 990
$2,386,756
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,994,666
Salaries, Compensation, and Employee Benefits$283,840
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,895,285$162-$1,895,447
Current Officers, Directors, Trustees, and Key Employees-$142,068-$142,068
Other Salaries and Wages-$90,731-$90,731
Interest-$43,387-$43,387
Other Employee Benefits-$35,146-$35,146
Office Expenses-$20,864-$20,864
Payroll Taxes-$15,895-$15,895
Fees for Services Accounting$12,823--$12,823
Depreciation Depletion-$9,039-$9,039
Insurance-$6,365-$6,365
Travel-$1,755-$1,755
Fees for Services Legal$1,094--$1,094
Other Expenses-$1,000-$1,000
Conferences and Meetings-$414-$414
All Other Expenses-$150-$150
Total Functional Expenses$1,909,202$369,304$0$2,278,506

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,293,522
Expenses per Audited Statements$2,278,506
Total Expenses per Form 990$2,278,506
Expenses Not Reported on Form 990$15,016
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
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
Betty WilsonBoard MemberSee BelowNo$800,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$800,000
Accrued Interest Payable$91,421
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
Yes
Other officer compensation reviewed
Yes
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 A, Line 7A

“The board of directors are appointed by the following individuals or entities: (a) certain marion county, indiana health care providers, (b) certain marion county, indiana school systems, and (c) certain marion county, indiana community partners.”

Form 990, Part VI, Section B, Line 11

“The process of reviewing the form 990 includes a detailed review of the form and required schedules by the organization's executive committee and accounting personnel. The executive committee reviews and approves the form 990 and a copy of the completed form 990 is made available for each voting member of the governing body upon request.”

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

“A conflicts of interest form is required of staff and board members at the request of the executive committee. The ceo can personally check any financial conflicts when signing both contracts and checks.”

Form 990, Part VI, Section B, Line 15

“A formal review/evaluation is done by the compensation committee (ad hoc committee off of the executive committee). Recommendations are then made to the executive committee (as representative of the governing board).”

Form 990, Part VI, Section C, Line 19

“The organization does make the governing documents, conflict of interest policy, or financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
36-4509221
Phone
3174721473

Signing Officer

Name
Donna a Stephens
Title
CEO
Phone
3174721473
Signed
2015-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna a Stephens
Formed
2002
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
3
Volunteers
0

Preparer

Preparer
Amber Kocher CPA
Phone
3176334705
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Provider school services: program service expenses 1,828,692. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,828,692. Purchased services: program service expenses 39,453. Management and general expenses 162. Fundraising expenses 0. Total expenses 39,615. Professional services: program service expenses 27,140. Management and general expenses 0. Fundraising expenses 0. Total expenses 27,140.”

Form 990, Part XI, Line 2C, Audit Oversight

“The board of directors assumes responsibility for oversight of the audit of the financial statements and no processes have changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by learning well and recognize a tax liability if learning well has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by learning well, and has concluded that as of june 30, 2014 and 2013, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. Learning well is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on disposal of assets -7,816.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposal of assets 7,816.”

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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/Desc0LEARNING WELL, INC. PROVIDES PRIMARY AND PREVENTIVE HEALTH CARE SERVICES IN 88 SCHOOL-BASED CLINICS THROUGHOUT MARION COUNTY, INDIANA. THESE CLINICS ARE ASSISTING FAMILIES TO BECOME ENROLLED WITH A PRIMARY CARE PHYSICIAN AND ASSISTING STUDENTS BY REDUCING STUDENT ABSENTEEISM THROUGH ACCESSIBLE HEALTH CARE AT THE SCHOOL SITE.NUMBER OF STUDENTS SEEN: 16,582NUMBER OF OFFICE VISITS: 210,539NUMBER OF SERVICES PROVIDED: 226,454 SIGNIFICANT OUTCOME: 90.6 PERCENT OF STUDENTS RETURNED TO CLASS
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IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/MissionDesc0TO IMPROVE THE HEALTH, WELL-BEING, AND SCHOOL PERFORMANCE OF STUDENTS IN MARION COUNTY THROUGH IMPROVED ACCESS TO INTEGRATED, PREVENTIVE, AND PRIMARY HEALTH CARE SERVICES PROVIDED BY COLLABORATIVE PARTNERSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0-695126
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-7816
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7816
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020864
IRS990/OfficeExpensesGrp/TotalAmt020864
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0202881
IRS990/OtherAssetsTotalGrp/EOYAmt0212205
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt035146
IRS990/OtherEmployeeBenefitsGrp/TotalAmt035146
IRS990/OtherExpensesGrp/Desc0PARKING
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02328
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11000
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IRS990/OtherExpensesGrp/TotalAmt11000
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IRS990/OtherRevenueMiscGrp/Desc1ADDITIONAL SERVICE DAY
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15632
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015895
IRS990/PayrollTaxesGrp/TotalAmt015895
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04776
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05158
IRS990/PrincipalOfficerNm0DONNA A STEPHENS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL DISTRICT REVENU
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID PAYMENTS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1204412
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0270000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1204412
IRS990/ProgSrvcAccomActy2Grp/Desc0MOST FREQUENT DIAGNOSIS/TREATMENT/SCREENING: 1) HEALTH EDUCATION COUNSELING: 42,613 (INCLUDING ASTHMA MANAGEMENT) 2) MEDICATION ADMINISTRATION: 111,351 3) BMI (BODY MASS INDEX) SCREENINGS: 2,672 (23.1 PERCENT ABNORMAL) 4) IMMUNIZATIONS: 268 5) MENTAL HEALTH COUNSELING: 2,096 6) EPSDT (EARLY AND PERIODIC SCREENING, DIAGNOSIS, TREATMENT): 1,877 7) NUTRITIONAL COUNSELING: 10,434 8) COLD PACKS, TEMPERATURE: 32,111 9) WOUND CLEANING/BANDAGES: 6,56610) REFERRALS (PHYSICIAN, DENTISTS, ETC.): 921
IRS990/ProgSrvcAccomActy3Grp/Desc0BOTH SHORT-TERM AND LONG-TERM GOALS FOR THE SCHOOL-BASED CLINIC PROGRAM ARE TO OBTAIN THE MISSION OF LEARNING WELL, INC.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02294727
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02853
IRS990/PYOtherExpensesAmt02185576
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0632439
IRS990/PYRevenuesLessExpensesAmt0439147
IRS990/PYSalariesCompEmpBnftPaidAmt0305296
IRS990/PYTotalExpensesAmt02490872
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02930019
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0108250
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0702204
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0833076
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0989829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01689702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02294727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02786887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03304612
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03121886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013197814
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02209
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03939
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03968
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04733
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01106851
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03304612
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03121886
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013197814
IRS990ScheduleA/TotalSupportAmt013452665
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/DonatedServicesAndUseFcltsAmt07200
IRS990ScheduleD/DonatedServicesUseFcltsAmt07200
IRS990ScheduleD/EquipmentGrp/BookValueAmt013679
IRS990ScheduleD/EquipmentGrp/DepreciationAmt034963
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt048642
IRS990ScheduleD/ExpensesNotReportedAmt015016
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02278506
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0800000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt191421
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LINE OF CREDIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST PAYABLE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-7816
IRS990ScheduleD/RevenueNotReportedAmt07200

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,220,871
Liabilities
$1,915,997
Net assets
-$695,126
Revenue
$2,386,756
Expenses
$2,278,506
Net income
$108,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$2.19$1.45$0.73
2016Summary only. Only limited summary data is available for this year.$1.24$1.97$0.73$1.21$1.19$0.02
2015Summary only. Only limited summary data is available for this year.$1.21$1.96$0.75$1.17$1.23$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.22$1.92$0.70$2.39$2.28$0.11
2013Summary only. Only limited summary data is available for this year.$1.07$1.87$0.80$2.49
2012Summary only. Only limited summary data is available for this year.$1.42$2.06$0.65$2.96
2010Summary only. Only limited summary data is available for this year.$1.15$1.32$0.17$3.35