Civic Intelligence

Fox Valley Symphony Orchestra Association Inc.

990 • Fiscal year 2021 • EIN 39-1089489

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 07, 2022

10 East College Avenue Suite 207Appleton, WI 54911

(920) 968-0300

Siviq Scores

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

Liabilities / Assets

46th percentile

0.05x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

50th percentile

0.09x

Higher debt load relative to revenue than 50% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

86th percentile

49%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

76th percentile

$115,706

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

83rd percentile

42%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

21%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,415,773

Up $415,273 (+42%) from 2020

Net Assets

Up

$1,344,380

Up $512,166 (+62%) from 2020

Liabilities

Down

$71,393

Down $96,893 (-58%) from 2020

Revenue

Up

$787,240

Up $135,626 (+21%) from 2020

Expenses

Down

$404,449

Down $386,993 (-49%) from 2020

Net Income

Up

$382,791

Up $522,619 (+374%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,008,354Liabilities 2010: $164,671Net Assets 2010: $843,6832010Assets 2011: $1,092,198Liabilities 2011: $145,309Net Assets 2011: $946,8892011Assets 2012: $949,889Liabilities 2012: $139,992Net Assets 2012: $809,8972012Assets 2013: $848,096Liabilities 2013: $163,319Net Assets 2013: $684,7772013Assets 2015: $941,796Liabilities 2015: $126,679Net Assets 2015: $815,1172015Assets 2016: $988,456Liabilities 2016: $165,282Net Assets 2016: $823,1742016Assets 2017: $1,111,001Liabilities 2017: $154,784Net Assets 2017: $956,2172017Assets 2018: $1,139,129Liabilities 2018: $135,413Net Assets 2018: $1,003,7162018Assets 2019: $1,104,862Liabilities 2019: $128,528Net Assets 2019: $976,3342019Assets 2020: $1,000,500Liabilities 2020: $168,286Net Assets 2020: $832,2142020Assets 2021: $1,415,773Liabilities 2021: $71,393Net Assets 2021: $1,344,3802021Assets 2022: $1,373,425Liabilities 2022: $191,681Net Assets 2022: $1,181,7442022Assets 2024: $1,229,712Liabilities 2024: $363,024Net Assets 2024: $866,6882024

Highlighted filing

2021

Assets$1,415,773
Liabilities$71,393
Net Assets$1,344,380

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $708,7682010Expenses 2011: $718,1472011Expenses 2012: $770,5162012Revenue 2013: $591,016Expenses 2013: $772,213Net Income 2013: -$181,1972013Revenue 2015: $610,434Expenses 2015: $594,654Net Income 2015: $15,7802015Revenue 2016: $676,239Expenses 2016: $653,171Net Income 2016: $23,0682016Revenue 2017: $960,944Expenses 2017: $891,348Net Income 2017: $69,5962017Revenue 2018: $894,436Expenses 2018: $876,433Net Income 2018: $18,0032018Revenue 2019: $859,007Expenses 2019: $899,246Net Income 2019: -$40,2392019Revenue 2020: $651,614Expenses 2020: $791,442Net Income 2020: -$139,8282020Revenue 2021: $787,240Expenses 2021: $404,449Net Income 2021: $382,7912021Revenue 2022: $656,428Expenses 2022: $758,637Net Income 2022: -$102,2092022Revenue 2024: $686,693Expenses 2024: $885,294Net Income 2024: -$198,6012024

Highlighted filing

2021

Revenue$787,240
Expenses$404,449
Net Income$382,791
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 7, 2022
Return Version
2020v4.0
Gross Receipts
$791,508
Mission and Program Overview

Mission

To enrich and nurture the human spirit through symphonic music and educational opportunities that enhance the cultural development of our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$30,600$286,038▲ $255,438
Cash and Non-Interest-Bearing Accounts$240,181$285,325▲ $45,144
Savings and Temporary Cash Investments$259,627$261,710▲ $2,083
Prepaid Expenses and Deferred Charges$11,996$20,673▲ $8,677
Land, Buildings, and Equipment, Net$10,194$7,829▼ $2,365
Accounts Receivable-$780-
Total Assets$1,000,500$1,415,773▲ $415,273
Other Assets Total$447,902$553,418▲ $105,516
Liabilities
Unsecured Notes Loans Payable$105,400$52,900▼ $52,500
Accounts Payable and Accrued Expenses$38,573$17,382▼ $21,191
Other Liabilities$12,133--
Deferred Revenue$12,180$1,111▼ $11,069
Total Liabilities$168,286$71,393▼ $96,893
Net Assets / Fund Balance
Net Assets With Donor Restrictions$723,311$768,181▲ $44,870
Net Assets Without Donor Restrictions$108,903$576,199▲ $467,296
Total Net Assets Fund Balance$832,214$1,344,380▲ $512,166
Total Liabilities and Net Assets / Fund Balance$1,000,500$1,415,773▲ $415,273

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,829$80,408$88,237
Other Assets Org$88,333--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$279,854$1,913▲ $45,547$23,069$299,425
2020$279,854-▲ $37,055$32,275$279,854
2019$277,239-▲ $23,533$15,890$279,854
2018$326,054-▲ $21,608$19,877$277,239
2017$289,739$36,315▲ $24,332$17,462$326,054
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie LafreniereExecutive DiFT$101,554$14,152$115,706
Kevin SutterlinMusic DirectFT$45,173$11,598$56,771

Board Members and Trustees

NameTitle
Sandra HupferPresident
Mike LokensgardPresident El
Bruce AtwellDirector
Cathy MutschlerDirector
Jarrad BittnerDirector
Jeff AmstutzDirector
Jerry ZabronskyDirector
Julie KileyDirector
Kathi DrakeDirector
Mark DishawDirector
Mark FogartyDirector
Nick GeffersDirector
Rich RedmanDirector
Shaia BernardDirector
Sherry ColeyDirector
Tara BrzozowskiDirector
Addie TeetersPast Preside
Stefanie SchuhSecretary
Mary GronbachTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$650,995
Program Service Revenue
$137,009
Investment Income
$2,614
Other Revenue
$-3,378
All Other Contributions
$539,830
Change in Net Assets
$382,791

Audited Revenue Reconciliation

Revenue per Audited Statements
$782,420
Revenue Not Reported on Financial Statements
$4,820
Revenue Not Reported on Form 990
$133,693
Total Revenue per Audited Statements
$916,113
Total Revenue per Form 990
$787,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$248,928
Other Expenses$155,521
Total Fundraising Expense$35,356
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$126,194$46,283-$172,477
Fees for Services Other$54,156--$54,156
Other Salaries and Wages$8,932$19,215$19,292$47,439
Advertising-$9,371$13,633$23,004
Payroll Taxes$7,096$11,691$1,960$20,747
Office Expenses$21$14,159$302$14,482
Fees for Services Accounting-$14,309-$14,309
Occupancy-$13,610-$13,610
Other Employee Benefits$3,985$4,280-$8,265
Information Technology-$5,645-$5,645
Fees for Service Investment Mgmnt Fees-$4,820-$4,820
Depreciation Depletion$511$1,854-$2,365
Insurance-$1,893-$1,893
Other Expenses$10,593$1,473$169$1,642
Interest-$1,597-$1,597
Conferences and Meetings-$201-$201
Travel-$198-$198
All Other Expenses$192--$192
Total Functional Expenses$211,680$157,413$35,356$404,449

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$404,449
Total Expenses per Audited Statements$403,947
Expenses per Audited Statements$399,629
Expenses Not Reported on Financial Statements$4,820
Expenses Not Reported on Form 990$4,318
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,268
Fundraising Gross Income$890
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 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
No

Governance Explanations

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

Form 990 is reviewed by the members of the board of directors and management and approved prior to filing.

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

Annual reports are required to be completed by board members, employees, and committee members which requires disclosure of any conflicts of interest that may exist. The forms are reviewed by the officers of the board who will attempt to resolve any actual or potential conflicts and in the absence of a resolution, will refer all matters to the full board of directors.

Form 990, Page 6, Part VI, Line 15A

Compensation of the executive director will be determined on an annual basis by the executive committee of the symphony. Appropriate compensation will be based upon several factors including but not limited to: - performance reviews - data compiled and distributed by the league of american orchestras for similiar sized orchestras throughout the united states for similiar positions. - salary information for similar positions of non-profit organizations of similar size and mission in the state of wisconsin.

Form 990, Page 6, Part VI, Line 15B

Compensation of the music director will be determined on an annual basis by the executive committee of the symphony. Appropriate compensation will be based upon several factors including but not limited to: -performance reviews - data compiled and distributed by the league of american orchestras for similiar sized orchestras throughout the united states for similiar positions. - salary information for similar positions of non-profit organizations of similar size and mission in the state of wisconsin.

Form 990, Page 6, Part VI, Line 19

The symphony makes these documents available upon request or on their website.

Filing and Contact Details

Filer

Filer Name
Fox Valley Symphony Orchestra
EIN
39-1089489
Phone
9209680300
Address
10 EAST COLLEGE AVENUE SUITE 207, APPLETON, WI 54911

Signing Officer

Name
Mary Gronbach
Title
Treasurer
Phone
9209680300
Signed
2022-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Lokensgard
Formed
1966
Legal Domicile
Wi
Voting Board Members
19
Independent Board Members
19
Employees
14
Volunteers
25

Preparer

Firm
Kerberrose Sc
Address
4211 N LIGHTNING DR, APPLETON, WI 54913
Preparer
Jamie Rosin
Phone
9209930105
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Provide symphony musicians for special performances, as requested by the community.

Form 990, Part IX, Line 11G

Titled principals 9,215 0 0 principals 396 0 0 members / auditon judges 2,952 0 0 mileage & hotel 1,706 0 0 personnell mgr 700 0 0 librarian 600 0 0 stage manager 445 0 0 yo conductor 6,650 0 0 concert orchestra 5,019 0 0 philharmonia 4,015 0 0 sectional coaches 1,350 0 0 yo coordinator 4,393 0 0 music 330 0 0 musicians 16,385 0 0 total 54,156 0 0

Form 990, Part XI, Line 9

Special event expenses netted 4,268 special event expenes netted -4,268

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The temporarily restricted endowments will be used as restrictions are released. The permanently restricted endowment principle will remain intact and any investments earnings will be used for operating expenses unless otherwise noted by the donor(s).

Schedule D, Page 4, Part XI, Line 2D

Special event expenses netted 4,268

Schedule D, Page 4, Part XII, Line 2D

Special event expenes netted 4,268

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1MUSIC DIRECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt04268
IRS990/FundraisingGrossIncomeAmt0890
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt0111165
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0791508
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05645
IRS990/InformationTechnologyGrp/TotalAmt05645
IRS990/InsuranceGrp/ManagementAndGeneralAmt01893
IRS990/InsuranceGrp/TotalAmt01893
IRS990/InterestGrp/ManagementAndGeneralAmt01597
IRS990/InterestGrp/TotalAmt01597
IRS990/InvestmentIncomeGrp/ExclusionAmt02614
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02614
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt080408
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010194
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07829
IRS990/LandBldgEquipCostOrOtherBssAmt088237
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ENRICH AND NURTURE THE HUMAN SPIRIT THROUGH SYMPHONIC MUSIC AND EDUCATIONAL OPPORTUNITIES THAT ENHANCE THE CULTURAL DEVELOPMENT OF OUR COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0832214
IRS990/NetAssetsOrFundBalancesEOYAmt01344380
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3378
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3378
IRS990/NetUnrlzdGainsLossesInvstAmt0129375
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0108903
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0576199
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt013610
IRS990/OccupancyGrp/TotalAmt013610
IRS990/OfficeExpensesGrp/FundraisingAmt0302
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014159
IRS990/OfficeExpensesGrp/ProgramServicesAmt021
IRS990/OfficeExpensesGrp/TotalAmt014482
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0447902
IRS990/OtherAssetsTotalGrp/EOYAmt0553418
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04280
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03985
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08265
IRS990/OtherExpensesGrp/Desc0PRODUCTION COSTS
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2BANK AND CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0169
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04828
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11986
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21473
IRS990/OtherExpensesGrp/ProgramServicesAmt010593
IRS990/OtherExpensesGrp/TotalAmt010593
IRS990/OtherExpensesGrp/TotalAmt14828
IRS990/OtherExpensesGrp/TotalAmt21986
IRS990/OtherExpensesGrp/TotalAmt31642
IRS990/OtherLiabilitiesGrp/BOYAmt012133
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019292
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019215
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08932
IRS990/OtherSalariesAndWagesGrp/TotalAmt047439
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01960
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011691
IRS990/PayrollTaxesGrp/ProgramServicesAmt07096
IRS990/PayrollTaxesGrp/TotalAmt020747
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011996
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020673
IRS990/PrincipalOfficerNm0MIKE LOKENSGARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc2OUTREACH
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2150
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2150
IRS990/ProgSrvcAccomActy2Grp/Desc0MAINTAIN YOUTH ORCHESTRA PROGRAMS AND PHILHARMONIA ORCHESTRAS, AND SPONSOR YOUTH SOLOIST COMPETITION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt043680
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt025100
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOOL PROGRAM TO ACQUAINT YOUTH WITH SYMPHONIC MUSIC BY VISITING SCHOOLS WITH A STRING QUARTET AND PERFORMING FOR THEM. REACHES ABOUT 1,500 STUDENTS AND TEACHERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt033024
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0150
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE SYMPHONY MUSICIANS FOR SPECIAL PERFORMANCES, AS REQUESTED BY THE COMMUNITY.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0497643
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01528
IRS990/PYOtherExpensesAmt0530679
IRS990/PYOtherRevenueAmt0-12443
IRS990/PYProgramServiceRevenueAmt0164886
IRS990/PYRevenuesLessExpensesAmt0-139828
IRS990/PYSalariesCompEmpBnftPaidAmt0260763
IRS990/PYTotalExpensesAmt0791442
IRS990/PYTotalRevenueAmt0651614
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0382791
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0111759
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0259627
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0261710
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 12,114
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0650995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0497643
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0602080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0601109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0601204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02953031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01528
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018353

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.36$0.87$0.69$0.89$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.19$1.18$0.66$0.76$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.07$1.34$0.79$0.40$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.17$0.83$0.65$0.79$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.13$0.98$0.86$0.90$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.14$1.00$0.89$0.88$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.15$0.96$0.96$0.89$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.17$0.82$0.68$0.65$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.13$0.82$0.61$0.59$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.16$0.68$0.59$0.77$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.14$0.81$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.15$0.95$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.16$0.84$0.71