Civic Intelligence

Traverse Symphony Orchestra

990 • Fiscal year 2022 • EIN 38-2680276

Sep 01, 2021 to Aug 31, 2022 • Filed on Feb 24, 2023

Organization ProfileWWW.TRAVERSESYMPHONY.ORG
300 E Front Street Suite 230Traverse City, MI 49684

(231) 947-7120

Siviq Scores

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

Liabilities / Assets

79th percentile

0.38x

Higher debt load relative to assets than 79% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

74th percentile

0.33x

Higher debt load relative to revenue than 74% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

42nd percentile

2.8%

Higher net margin than 42% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$114,885

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

33rd percentile

-3.8%

Faster asset growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

35%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$858,158

Down $33,685 (-3.8%) from 2021

Net Assets

Down

$533,127

Down $73,201 (-12%) from 2021

Liabilities

Up

$325,031

Up $39,516 (+14%) from 2021

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin42nd percentile

Revenue

Up

$976,983

Up $250,992 (+35%) from 2021

Expenses

Up

$949,801

Up $416,277 (+78%) from 2021

Net Income

Down

$27,182

Down $165,285 (-86%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $610,580Liabilities 2010: $276,774Net Assets 2010: $333,8062010Assets 2011: $746,344Liabilities 2011: $403,856Net Assets 2011: $342,4882011Assets 2012: $562,000Liabilities 2012: $258,278Net Assets 2012: $303,7222012Assets 2013: $562,793Liabilities 2013: $214,954Net Assets 2013: $347,8392013Assets 2014: $673,104Liabilities 2014: $131,132Net Assets 2014: $541,9722014Assets 2015: $666,619Liabilities 2015: $156,996Net Assets 2015: $509,6232015Assets 2016: $653,658Liabilities 2016: $212,101Net Assets 2016: $441,5572016Assets 2017: $616,782Liabilities 2017: $207,313Net Assets 2017: $409,4692017Assets 2018: $626,117Liabilities 2018: $281,381Net Assets 2018: $344,7362018Assets 2019: $708,218Liabilities 2019: $357,620Net Assets 2019: $350,5982019Assets 2020: $641,420Liabilities 2020: $264,583Net Assets 2020: $376,8372020Assets 2021: $891,843Liabilities 2021: $285,515Net Assets 2021: $606,3282021Assets 2022: $858,158Liabilities 2022: $325,031Net Assets 2022: $533,1272022Assets 2023: $1,633,453Liabilities 2023: $139,268Net Assets 2023: $1,494,1852023Assets 2024: $5,547,153Liabilities 2024: $3,731,308Net Assets 2024: $1,815,8452024

Highlighted filing

2022

Assets$858,158
Liabilities$325,031
Net Assets$533,127
Open 2022 Filing

Operations Trend

Revenue Growth76th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $725,1472010Revenue 2011: $616,952Expenses 2011: $639,939Net Income 2011: -$22,9872011Expenses 2012: $700,8282012Revenue 2013: $737,511Expenses 2013: $693,394Net Income 2013: $44,1172013Revenue 2014: $809,141Expenses 2014: $694,462Net Income 2014: $114,6792014Revenue 2015: $789,049Expenses 2015: $708,978Net Income 2015: $80,0712015Revenue 2016: $713,155Expenses 2016: $747,384Net Income 2016: -$34,2292016Revenue 2017: $757,136Expenses 2017: $806,598Net Income 2017: -$49,4622017Revenue 2018: $711,064Expenses 2018: $765,930Net Income 2018: -$54,8662018Revenue 2019: $784,721Expenses 2019: $749,784Net Income 2019: $34,9372019Revenue 2020: $660,195Expenses 2020: $656,362Net Income 2020: $3,8332020Revenue 2021: $725,991Expenses 2021: $533,524Net Income 2021: $192,4672021Revenue 2022: $976,983Expenses 2022: $949,801Net Income 2022: $27,1822022Revenue 2023: $2,056,774Expenses 2023: $1,127,238Net Income 2023: $929,5362023Revenue 2024: $1,490,468Expenses 2024: $1,229,652Net Income 2024: $260,8162024

Highlighted filing

2022

Revenue$976,983
Expenses$949,801
Net Income$27,182
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Feb 24, 2023
Return Version
2021v4.2
Gross Receipts
$1,027,737
Mission and Program Overview

Mission

To promote and increase musical knowledge and music appreciation to the public through education activities and musical performances.

To promote and increase musical knowledge and music appreciation to the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$577,293$511,412▼ $65,881
Pledges and Grants Receivable$38,121$158,341▲ $120,220
Accounts Receivable$98,300$96,530▼ $1,770
Cash and Non-Interest-Bearing Accounts$160,926$74,359▼ $86,567
Prepaid Expenses and Deferred Charges$9,205$11,932▲ $2,727
Land, Buildings, and Equipment, Net$7,998$5,584▼ $2,414
Total Assets$891,843$858,158▼ $33,685
Liabilities
Mortgage Notes Payable Secured by Investment Property$188,869$185,868▼ $3,001
Deferred Revenue$79,000$120,435▲ $41,435
Accounts Payable and Accrued Expenses$17,646$18,728▲ $1,082
Total Liabilities$285,515$325,031▲ $39,516
Net Assets / Fund Balance
Net Assets With Donor Restrictions$508,400$448,715▼ $59,685
Net Assets Without Donor Restrictions$97,928$84,412▼ $13,516
Total Net Assets Fund Balance$606,328$533,127▼ $73,201
Total Liabilities and Net Assets / Fund Balance$891,843$858,158▼ $33,685

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,584$78,068$83,652

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$601,269-▼ $77,622-$517,356
2021$490,774$93,260▲ $59,979$36,637$601,269
2020$484,557$65,000▲ $46,072$100,000$490,774
2019$456,901$35,000▲ $15,117$17,627$484,557
2018$442,480-▲ $35,981$16,847$456,901
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kedrik MerwinExecutive DirectorFT$114,885$114,885

Board Members and Trustees

NameTitle
Ward LamphereImmediate Past President
Susan CogswellPresident
Robert GilesVice President
Dick WallaceDirector
Don BellDirector
Mary Beth MilikenDirector
Robert HetlerDirector
Suzy VoltzDirector
Tom SkinnerSecretary
Kadra KierczynskiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$563,847
Program Service Revenue
$245,036
Investment Income
$22,830
Other Revenue
$145,270
All Other Contributions
$563,847
Change in Net Assets
$27,182

Audited Revenue Reconciliation

Revenue per Audited Statements
$970,692
Revenue Not Reported on Financial Statements
$6,291
Revenue Not Reported on Form 990
$-100,383
Total Revenue per Audited Statements
$870,309
Total Revenue per Form 990
$976,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$607,907
Salaries, Compensation, and Employee Benefits$341,894
Total Fundraising Expense$113,333
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$78,641$44,825$67,037$190,503
Current Officers, Directors, Trustees, and Key Employees$22,341$59,033$33,511$114,885
Advertising$69,409--$69,409
Fees for Services Accounting-$33,783-$33,783
Payroll Taxes$7,954$8,179$7,919$24,052
All Other Expenses-$17,703-$17,703
Other Expenses$14,267$18,859-$14,267
Other Employee Benefits$6,507$2,867$3,080$12,454
Occupancy-$12,000-$12,000
Interest-$7,649-$7,649
Fees for Service Investment Mgmnt Fees-$6,291-$6,291
Insurance-$5,652-$5,652
Office Expenses-$4,278-$4,278
Depreciation Depletion$2,414--$2,414
Travel--$1,786$1,786
Information Technology-$1,777-$1,777
Fees for Services Other-$871-$871
Fees for Services Legal-$20-$20
Total Functional Expenses$612,681$223,787$113,333$949,801

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,000,556
Expenses per Audited Statements$949,802
Total Expenses per Form 990$949,802
Expenses Not Reported on Form 990$50,754
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$196,024
Fundraising Direct Expenses$50,754
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Total Events$196,024$196,024$50,754$145,270
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
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 11B

“The return will be reviewed and approved by the members of the finance committee before submission.”

Form 990, Part VI, Section B, Line 15A

“The executive director's salary and following increases were agreed to upon his hire in september 2019.”

Form 990, Part VI, Section C, Line 19

“Each request will be reviewed on an individual basis by the executive director who will either approve the request or ask for the opinion of the board of directors before allowing access.”

Filing and Contact Details

Filer

Filer Name
Traverse Symphony Orchestra
EIN
38-2680276
Phone
2319477120
Address
300 E FRONT STREET SUITE 230, TRAVERSE CITY, MI 49684

Signing Officer

Name
Kedrik Merwin
Title
Executive Director
Phone
2319477120
Signed
2023-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Cogswell
Formed
1952
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
8
Volunteers
80

Preparer

Firm
Dgn LLC
Address
PO BOX 947, TRAVERSE CITY, MI 49685-0947
Preparer
Heidi Wendel CPA
Phone
2319461722
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process used by the committee to oversee the audit of its financial statements and selection of independent accountant has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined the orchestra to be exempt from federal tax under section 501(c)(3) of the internal revenue code and is classified by the internal revenue service as other than a private foundation. The orchestra files informational tax returns in the u.s. Federal jurisdiction. With few exceptions, the orchestra is no longer subject to u.s. Federal tax examinations by tax authorities for years before august 31, 2019.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses netted against revenue”

Raw XML AppendixShowing 400 of 527 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/NetUnrlzdGainsLossesInvstAmt0-100383
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt097928
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt084412
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012000
IRS990/OccupancyGrp/TotalAmt012000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04278
IRS990/OfficeExpensesGrp/TotalAmt04278
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03080
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02867
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06507
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012454
IRS990/OtherExpensesGrp/Desc0ORCHESTRA OPERATING
IRS990/OtherExpensesGrp/Desc1ORCHESTRA PERSONNEL
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3DEVELOPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018859
IRS990/OtherExpensesGrp/ProgramServicesAmt0318648
IRS990/OtherExpensesGrp/ProgramServicesAmt192500
IRS990/OtherExpensesGrp/ProgramServicesAmt214267
IRS990/OtherExpensesGrp/TotalAmt0318648
IRS990/OtherExpensesGrp/TotalAmt192500
IRS990/OtherExpensesGrp/TotalAmt218859
IRS990/OtherExpensesGrp/TotalAmt314267
IRS990/OtherInd0X
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt067037
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044825
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt078641
IRS990/OtherSalariesAndWagesGrp/TotalAmt0190503
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07919
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08179
IRS990/PayrollTaxesGrp/ProgramServicesAmt07954
IRS990/PayrollTaxesGrp/TotalAmt024052
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt038121
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0158341
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09205
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011932
IRS990/PrincipalOfficerNm0SUSAN COGSWELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/BusinessCd1711130
IRS990/ProgramServiceRevenueGrp/BusinessCd2541800
IRS990/ProgramServiceRevenueGrp/Desc0PERFORMANCES
IRS990/ProgramServiceRevenueGrp/Desc1CONTRACTED SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2PROGRAM ADVERTISING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0212699
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121137
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0212699
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121137
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211200
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt011200
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0545125
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt022955
IRS990/PYOtherExpensesAmt0319781
IRS990/PYOtherRevenueAmt0142816
IRS990/PYProgramServiceRevenueAmt015095
IRS990/PYRevenuesLessExpensesAmt0192467
IRS990/PYSalariesCompEmpBnftPaidAmt0213743
IRS990/PYTotalExpensesAmt0533524
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0725991
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt027182
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0233836
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0117161
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt059874
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt067430
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt053428
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt040777
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0338670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0563847
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0545125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0445398
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0606858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0475519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02636747
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022830
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022955
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023186
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt025352
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt028962
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0123285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0233836
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010795
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0176694
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0225543
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0214728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0861596
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022830
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022955
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023186
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt025352
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028962
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0123285
IRS990ScheduleA/InvestmentIncomeCYPct00.03400
IRS990ScheduleA/InvestmentIncomePYPct00.03490
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87240
IRS990ScheduleA/PublicSupportPY509Pct00.90300
IRS990ScheduleA/PublicSupportTotal509Amt03159673
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0117161
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt059874
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt067430
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt053428
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt040777
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0338670
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0797683
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0555920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0622092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0832401
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0690247
IRS990ScheduleA/Total509Grp/TotalAmt03498343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0820513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0578875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0645278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0857753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0719209
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03621628
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/AdministrativeExpensesAmt06291
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0601269
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0517356
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-77622
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06107
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0490774
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt093260
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0601269
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059979
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt036637
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04855
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0484557
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt065000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0490774
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt046072
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0100000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04834
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0456901
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt035000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0484557
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015117
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt017627
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04713
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0442480
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0456901
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035981
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt016847
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$858,158
Liabilities
$325,031
Net assets
$533,127
Revenue
$976,983
Expenses
$949,801
Net income
$27,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.55$3.73$1.82$1.49$1.23$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.14$1.49$2.06$1.13$0.93
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.33$0.53$0.98$0.95$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.29$0.61$0.73$0.53$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.26$0.38$0.66$0.66$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.36$0.35$0.78$0.75$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.28$0.34$0.71$0.77$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.21$0.41$0.76$0.81$0.05
2016Summary only. Only limited summary data is available for this year.$0.65$0.21$0.44$0.71$0.75$0.03
2015Summary only. Only limited summary data is available for this year.$0.67$0.16$0.51$0.79$0.71$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.13$0.54$0.81$0.69$0.11
2013Summary only. Only limited summary data is available for this year.$0.56$0.21$0.35$0.74$0.69$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.26$0.30$0.70
2011Summary only. Only limited summary data is available for this year.$0.75$0.40$0.34$0.62$0.64$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.28$0.33$0.73