Civic Intelligence

New Roots Fund

990 • Fiscal year 2023 • EIN 38-3885237

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profilewww.newrootsfund.org
515 B Street NEAuburn, WA 98002

(206) 323-3152

Siviq Scores

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

Liabilities / Assets

91st percentile

0.69x

Higher debt load relative to assets than 91% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

1.30x

Higher debt load relative to revenue than 93% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

43rd percentile

0.9%

Higher net margin than 43% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

74th percentile

$65,157

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

87th percentile

48%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$946,500

Up $308,948 (+48%) from 2022

Net Assets

Up

$290,934

Up $12,194 (+4.4%) from 2022

Liabilities

Up

$655,566

Up $296,754 (+83%) from 2022

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin43rd percentile

Revenue

Down

$504,249

Down $161,338 (-24%) from 2022

Expenses

Down

$499,616

Down $163,006 (-25%) from 2022

Net Income

Up

$4,633

Up $1,668 (+56%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $29,880Liabilities 2013: $18,6732013Assets 2014: $104,404Liabilities 2014: $59,083Net Assets 2014: $45,3212014Assets 2015: $181,724Liabilities 2015: $22,662Net Assets 2015: $159,0622015Assets 2016: $331,363Liabilities 2016: $100,000Net Assets 2016: $231,3632016Assets 2017: $385,855Liabilities 2017: $159,155Net Assets 2017: $226,7002017Assets 2018: $483,722Liabilities 2018: $211,896Net Assets 2018: $271,8262018Assets 2019: $604,229Liabilities 2019: $305,178Net Assets 2019: $299,0512019Assets 2020: $1,082,837Liabilities 2020: $798,317Net Assets 2020: $284,5202020Assets 2021: $521,524Liabilities 2021: $197,026Net Assets 2021: $324,4982021Assets 2022: $637,552Liabilities 2022: $358,812Net Assets 2022: $278,7402022Assets 2023: $946,500Liabilities 2023: $655,566Net Assets 2023: $290,9342023Assets 2024: $1,087,870Liabilities 2024: $784,498Net Assets 2024: $303,3722024

Highlighted filing

2023

Assets$946,500
Liabilities$655,566
Net Assets$290,934
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2013: $27,072Expenses 2013: $24,474Net Income 2013: $2,5982013Revenue 2014: $96,068Expenses 2014: $61,954Net Income 2014: $34,1142014Revenue 2015: $134,799Expenses 2015: $39,716Net Income 2015: $95,0832015Revenue 2016: $136,740Expenses 2016: $64,439Net Income 2016: $72,3012016Revenue 2017: $169,667Expenses 2017: $174,330Net Income 2017: -$4,6632017Revenue 2018: $377,176Expenses 2018: $332,050Net Income 2018: $45,1262018Revenue 2019: $460,744Expenses 2019: $433,519Net Income 2019: $27,2252019Revenue 2020: $460,019Expenses 2020: $474,550Net Income 2020: -$14,5312020Revenue 2021: $572,396Expenses 2021: $551,305Net Income 2021: $21,0912021Revenue 2022: $665,587Expenses 2022: $662,622Net Income 2022: $2,9652022Revenue 2023: $504,249Expenses 2023: $499,616Net Income 2023: $4,6332023Revenue 2024: $610,524Expenses 2024: $582,176Net Income 2024: $28,3482024

Highlighted filing

2023

Revenue$504,249
Expenses$499,616
Net Income$4,633
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$504,249
Mission and Program Overview

Mission

The New Roots Fund, formed in 2011, is associated with the Diocese of Olympia, a local-affiliate for the Episcopal Migration Ministries which is a contractor with the Department of State for refugee resettlement. New Roots, although associated with the Diocese, has a separate 501c3 non-profit tax status. The New Roots Fund mission is to provide business technical assistance and business capital to refugees and immigrants.

The New Roots Fund helps low-income individuals, citizens and legal immigrants, to achieve economic self-sufficiency through business loans and technical business assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$331,790$605,016▲ $273,226
Pledges and Grants Receivable$146,524$194,404▲ $47,880
Other Notes and Loans Receivable, Net$121,898$112,872▼ $9,026
Savings and Temporary Cash Investments$37,340$34,208▼ $3,132
Accounts Receivable$0--
Receivable From Disqualified Prsn$0--
Receivables From Officers Etc$0--
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$637,552$946,500▲ $308,948
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$230,812$535,097▲ $304,285
Other Liabilities$128,000$120,469▼ $7,531
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$358,812$655,566▲ $296,754
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$248,740$290,934▲ $42,194
Net Assets With Donor Restrictions$30,000$0▼ $30,000
Total Net Assets Fund Balance$278,740$290,934▲ $12,194
Total Liabilities and Net Assets / Fund Balance$637,552$946,500▲ $308,948

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$0$7,914$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Greg Hope~ Executive DirectorPT$65,157$65,157

Board Members and Trustees

NameTitle
Michael Blumson~ Board Chair
Antoinette Marasigan~ Governor
Joann Ware~ Governor
Mahnaz Eshetu~ Governor
Patty Grossman~ Governor

Highest Paid Contractors

ContractorServicesLocationCompensation
Diocese of OlympiaManagement and related, including payroll, facilities, and bill payment1551 10th Avenue East, Seattle, WA 98102$386,132
Revenue and Support

Revenue Composition

Contributions and Grants
$498,992
Program Service Revenue
$5,235
Investment Income
$22
Other Revenue
$0
All Other Contributions
$457
Change in Net Assets
$4,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$499,616
Total Fundraising Expense$8,849
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$362,684$15,442$7,721$385,847
Occupancy$21,343$909$454$22,706
Fees for Services Accounting$0$21,745$0$21,745
Office Expenses$19,826$659$439$20,924
Fees for Services Other$14,570$0$0$14,570
Travel$10,857$343$229$11,429
Interest$7,602$0$0$7,602
Other Expenses$3,845$0$0$3,845
Information Technology$3,719$0$0$3,719
Fees for Services Legal$3,588$0$0$3,588
Conferences and Meetings$237$7$5$249
Total Functional Expenses$451,661$39,106$8,849$499,616
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0--
Receivables from Officers, Directors, Trustees, and Key Employees$0--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advances$120,469
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The Organization contracts with the Diocese for management services. The Diocese provides an Executive Director, bill payment and payroll services, and office space. The Organization then reimburses the Diocese for these costs.”

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

“This form is provided to board members for review before filing.”

Form 990, Part VI, Section B, Line 15

“The Executive Director compensation is determined by the New Roots Fund Board approving budgets and negotiating resources in a management agreement with the Diocese of Olympia.”

Form 990, Part VI, Section C, Line 19

“Governing documents are published on the website for the Secretary of State. Conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
New Roots Fund
EIN
38-3885237
Phone
2063233152
Address
515 B Street NE, Auburn, WA 98002

Signing Officer

Name
Michael Blumson
Title
Board Chair
Phone
2063233152
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Hope
Formed
2012
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
10

Preparer

Firm
Nwafm Pllc
Address
PO Box 77033, Seattle, WA 98177-0033
Preparer
David Schor
Phone
2067898484
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2B

“Note at November 14, 2024. The New Roots Fund (NRF) undergoes annual audits for assurance in financial reporting. As of this 2023 Form 990 filing NRF's 2021 audit was completed and the 2022 audit is underway. Audits to prior and current periods completed after an annual Form 990 filing may result in changes to an Organization's financial position at a prior year-end. Such changes may be summarized on a subsequent year Form 990 with an entry at Part XI Reconciliation of Net Assets, prior period adjustments line.”

Form 990, Part XII, Line 3B

“The Organization is conducting federally required audits. As of this year's Form 990 deadline the annual audit was in the planning stage.”

Raw XML AppendixShowing 400 of 600 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/TitleTxt3~ Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt4~ Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt5~ Governor
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07914
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt07914
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The New Roots Fund helps low-income individuals, citizens and legal immigrants, to achieve economic self-sufficiency through business loans and technical business assistance. The NRF continues to run programs funded by the federal Office of Refugee Resettlement, King County, and Washington State to train refugees in business practices, support the development of business plans, and assist with capitalizing new or existing businesses through Individual Development Accounts (matched savings programs) and loans. The New Roots Fund helps refugees, asylees, and low-income individuals achieve economic self-sufficiency. The Fund accomplishes this by providing business capital and technical assistance. Formed in 2011 and associated with the Diocese of Olympia, NRF is an independent 501(c)3. Our mission is to create viable businesses in low income neighborhoods through a highly capable lending institution providing loans and business technical assistance.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0278740
IRS990/NetAssetsOrFundBalancesEOYAmt0290934
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0248740
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0290934
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0454
IRS990/OccupancyGrp/ManagementAndGeneralAmt0909
IRS990/OccupancyGrp/ProgramServicesAmt021343
IRS990/OccupancyGrp/TotalAmt022706
IRS990/OfficeExpensesGrp/FundraisingAmt0439
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0659
IRS990/OfficeExpensesGrp/ProgramServicesAmt019826
IRS990/OfficeExpensesGrp/TotalAmt020924
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Provision for Bad Debt
IRS990/OtherExpensesGrp/Desc1Membership Dues
IRS990/OtherExpensesGrp/Desc2Misc
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt11
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt03352
IRS990/OtherExpensesGrp/ProgramServicesAmt138
IRS990/OtherExpensesGrp/ProgramServicesAmt23845
IRS990/OtherExpensesGrp/TotalAmt03352
IRS990/OtherExpensesGrp/TotalAmt140
IRS990/OtherExpensesGrp/TotalAmt23845
IRS990/OtherLiabilitiesGrp/BOYAmt0128000
IRS990/OtherLiabilitiesGrp/EOYAmt0120469
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0121898
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0112872
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0146524
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0194404
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Greg Hope
IRS990/PriorPeriodAdjustmentsAmt07561
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522290
IRS990/ProgramServiceRevenueGrp/Desc0Microlending
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05235
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05235
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0661072
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt030
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0662622
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04485
IRS990/PYRevenuesLessExpensesAmt02965
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0662622
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0665587
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04633
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05235
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt037340
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0498992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0661072
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0643891
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0428889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0450094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02682938
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05257

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$946,500
Liabilities
$655,566
Net assets
$290,934
Revenue
$504,249
Expenses
$499,616
Net income
$4,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.78$0.30$0.61$0.58$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.66$0.29$0.50$0.50$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.64$0.36$0.28$0.67$0.66$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.20$0.32$0.57$0.55$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.80$0.28$0.46$0.47$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.31$0.30$0.46$0.43$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.21$0.27$0.38$0.33$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.16$0.23$0.17$0.17$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.10$0.23$0.14$0.06$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.16$0.13$0.04$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.06$0.05$0.10$0.06$0.03
2013Summary only. Only limited summary data is available for this year.$0.03$0.02$0.03$0.02$0.00