Civic Intelligence

Nami Fox Valley Inc.

990 • Fiscal year 2014 • EIN 39-1545497

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 16, 2015

Organization ProfileWWW.NAMIFOXVALLEY.ORG
211 E Franklin StreetAppleton, WI 54911

(920) 954-1550

Siviq Scores

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

Liabilities / Assets

49th percentile

0.11x

Higher debt load relative to assets than 49% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.23x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

22nd percentile

-8.3%

Higher net margin than 22% 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

20th percentile

-4.8%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$1,084,173

Down $54,591 (-4.8%) from 2013

Net Assets

Down

$968,756

Down $33,985 (-3.4%) from 2013

Liabilities

Down

$115,417

Down $20,606 (-15%) from 2013

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin22nd percentile

Revenue

Down

$510,762

Down $137,212 (-21%) from 2013

Expenses

Up

$553,295

Up $128,707 (+30%) from 2013

Net Income

Down

-$42,533

Down $265,919 (-119%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $627,720Liabilities 2010: $7,443Net Assets 2010: $620,2772010Assets 2011: $653,356Liabilities 2011: $8,674Net Assets 2011: $644,6822011Assets 2012: $1,088,171Liabilities 2012: $346,550Net Assets 2012: $741,6212012Assets 2013: $1,138,764Liabilities 2013: $136,023Net Assets 2013: $1,002,7412013Assets 2014: $1,084,173Liabilities 2014: $115,417Net Assets 2014: $968,7562014Assets 2015: $1,151,666Liabilities 2015: $30,968Net Assets 2015: $1,120,6982015Assets 2016: $1,250,395Liabilities 2016: $69,428Net Assets 2016: $1,180,9672016Assets 2017: $1,446,816Liabilities 2017: $32,713Net Assets 2017: $1,414,1032017Assets 2018: $1,433,140Liabilities 2018: $42,497Net Assets 2018: $1,390,6432018Assets 2019: $1,526,643Liabilities 2019: $39,290Net Assets 2019: $1,487,3532019Assets 2020: $1,692,980Liabilities 2020: $14,114Net Assets 2020: $1,678,8662020Assets 2021: $1,822,444Liabilities 2021: $19,982Net Assets 2021: $1,802,4622021Assets 2022: $1,920,971Liabilities 2022: $147,911Net Assets 2022: $1,773,0602022Assets 2023: $2,069,383Liabilities 2023: $206,612Net Assets 2023: $1,862,7712023Assets 2024: $2,181,208Liabilities 2024: $185,096Net Assets 2024: $1,996,1122024

Highlighted filing

2014

Assets$1,084,173
Liabilities$115,417
Net Assets$968,756
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $314,5482010Expenses 2011: $385,5732011Expenses 2012: $424,0212012Revenue 2013: $647,974Expenses 2013: $424,588Net Income 2013: $223,3862013Revenue 2014: $510,762Expenses 2014: $553,295Net Income 2014: -$42,5332014Revenue 2015: $1,109,558Expenses 2015: $957,616Net Income 2015: $151,9422015Revenue 2016: $902,741Expenses 2016: $840,245Net Income 2016: $62,4962016Revenue 2017: $941,741Expenses 2017: $882,068Net Income 2017: $59,6732017Revenue 2018: $973,452Expenses 2018: $967,877Net Income 2018: $5,5752018Revenue 2019: $984,917Expenses 2019: $945,849Net Income 2019: $39,0682019Revenue 2020: $1,023,564Expenses 2020: $861,864Net Income 2020: $161,7002020Revenue 2021: $976,305Expenses 2021: $898,742Net Income 2021: $77,5632021Revenue 2022: $994,768Expenses 2022: $964,840Net Income 2022: $29,9282022Revenue 2023: $1,051,661Expenses 2023: $999,342Net Income 2023: $52,3192023Revenue 2024: $1,107,460Expenses 2024: $1,030,391Net Income 2024: $77,0692024

Highlighted filing

2014

Revenue$510,762
Expenses$553,295
Net Income-$42,533
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 16, 2015
Return Version
2014v5.0
Gross Receipts
$595,917
Mission and Program Overview

Mission

To support and empower everyone touched by mental illness and to eliminate stigma and nurture recovery through education, support, advocacy and outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$465,456$425,679▼ $39,777
Investments Other Securities$377,570$376,666▼ $904
Savings and Temporary Cash Investments$132,591$164,439▲ $31,848
Pledges and Grants Receivable$157,114$114,474▼ $42,640
Prepaid Expenses and Deferred Charges$4,218$2,902▼ $1,316
Accounts Receivable$1,815$13▼ $1,802
Total Assets$1,138,764$1,084,173▼ $54,591
Liabilities
Deferred Revenue-$76,371-
Mortgage Notes Payable Secured by Investment Property$125,000$17,501▼ $107,499
Other Liabilities$6,424$16,445▲ $10,021
Accounts Payable and Accrued Expenses$4,599$5,100▲ $501
Total Liabilities$136,023$115,417▼ $20,606
Net Assets / Fund Balance
Unrestricted Net Assets$1,002,741$891,434▼ $111,307
Temporarily Rstr Net Assets-$77,322-
Total Net Assets Fund Balance$1,002,741$968,756▼ $33,985
Total Liabilities and Net Assets / Fund Balance$1,138,764$1,084,173▼ $54,591

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$312,876$26,119$338,995
Land$58,800-$58,800
Equipment$22,826$13,062$35,888
Leasehold Improvements$31,177$1,443$32,620
Other Securities$376,666--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$377,570$800▲ $14,204$15,908$376,666
2013$339,836-▲ $43,029$5,295$377,570
2012$302,333$5,097▲ $37,869$5,463$339,836
2011$319,013$14,397▼ $18,726$12,351$302,333
2010$210,840$91,255▲ $27,552$10,634$319,013
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Brandt SwardenskiPresident
Christine CornellDirector
Fran HenryDirector
Greg Gill JrDirector
Jim RichterDirector
Mary DownsDirector
Mike MollonDirector
Peter MutschlerDirector
Ron HoffmeyerDirector
Tamra RetlickDirector
Rodger PatienceVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$416,040
Program Service Revenue
$9,047
Investment Income
$-27,699
Other Revenue
$113,374
All Other Contributions
$266,325
Change in Net Assets
$-42,533

Audited Revenue Reconciliation

Revenue per Audited Statements
$510,762
Revenue Not Reported on Form 990
$15,651
Total Revenue per Audited Statements
$526,413
Total Revenue per Form 990
$510,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$376,108
Other Expenses$177,187
Total Fundraising Expense$37,611
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$218,987$43,797$29,199$291,983
Comp Disqual Persons$40,725$8,145$5,430$54,300
Occupancy$29,226$3,729-$32,955
Payroll Taxes$22,369$4,474$2,982$29,825
Office Expenses$18,462$2,051-$20,513
Depreciation Depletion$13,952$1,551-$15,503
Travel$7,759$862-$8,621
Insurance$5,988$691-$6,679
Fees for Services Accounting-$5,900-$5,900
Other Expenses$3,056$339-$3,395
Interest$1,668$257-$1,925
All Other Expenses$1,395$115-$1,510
Fees for Services Other-$1,196-$1,196
Advertising$802--$802
Total Functional Expenses$440,584$75,100$37,611$553,295

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$560,398
Expenses per Audited Statements$553,295
Total Expenses per Form 990$553,295
Expenses Not Reported on Form 990$7,103
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$114,056
Fundraising Direct Expenses$500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bowlathon$106,234$106,234$500$105,734
Total Events$106,234$106,234$500$105,734
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$16,445
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
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, Page 6, Part VI, Line 11B

“A copy of the 990 was reviewed by the executive director and by members of the board.”

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

“The board of directors determines the amount of compensation for the execu tive director every year.”

Form 990, Page 6, Part VI, Line 19

“The documents would be available upon request.”

Filing and Contact Details

Filer

Filer Name
Nami Fox Valley Inc
EIN
39-1545497
Phone
9209541550
Address
211 E FRANKLIN STREET, APPLETON, WI 54911

Signing Officer

Name
Maren Peterson
Title
Executive Director
Phone
9209541550
Signed
2015-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brandt Swardenski
Formed
2000
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
20
Volunteers
222

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Jami Johnson
Phone
9207334957
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Special events expense 500 change in community foundation account 8,548 rental expenses 6,603 special events expense -500 rental expenses -6,603”

Form 990, Part XI, Line 9

“Change in community foundation account”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The organization's intended use of its endowment funds is to generate income to support the needs of the organization.”

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

“Special events expense 500 change in community foundation account 8,548 rental expenses 6,603”

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

“Special events expense 500 rental expenses 6,603”

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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0113556
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0113556
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-2527
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-2527
IRS990/NetUnrelatedBusTxblIncmAmt0-2527
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0531
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03729
IRS990/OccupancyGrp/ProgramServicesAmt029226
IRS990/OccupancyGrp/TotalAmt032955
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02051
IRS990/OfficeExpensesGrp/ProgramServicesAmt018462
IRS990/OfficeExpensesGrp/TotalAmt020513
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt08548
IRS990/OtherExpensesGrp/Desc0ACTIVITIES EXPENSE
IRS990/OtherExpensesGrp/Desc1TRAINING
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01528
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1465
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2339
IRS990/OtherExpensesGrp/ProgramServicesAmt066806
IRS990/OtherExpensesGrp/ProgramServicesAmt16110
IRS990/OtherExpensesGrp/ProgramServicesAmt23279
IRS990/OtherExpensesGrp/ProgramServicesAmt33056
IRS990/OtherExpensesGrp/TotalAmt066806
IRS990/OtherExpensesGrp/TotalAmt17638
IRS990/OtherExpensesGrp/TotalAmt23744
IRS990/OtherExpensesGrp/TotalAmt33395
IRS990/OtherLiabilitiesGrp/BOYAmt06424
IRS990/OtherLiabilitiesGrp/EOYAmt016445
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02345
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02345
IRS990/OtherRevenueTotalAmt02345
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt029199
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt043797
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0218987
IRS990/OtherSalariesAndWagesGrp/TotalAmt0291983
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02982
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04474
IRS990/PayrollTaxesGrp/ProgramServicesAmt022369
IRS990/PayrollTaxesGrp/TotalAmt029825
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0157114
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0114474
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04218
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02902
IRS990/PrincipalOfficerNm0BRANDT SWARDENSKI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09047
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09047
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0545197
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01270
IRS990/PYOtherExpensesAmt0161345
IRS990/PYOtherRevenueAmt086107
IRS990/PYProgramServiceRevenueAmt015400
IRS990/PYRevenuesLessExpensesAmt0223386
IRS990/PYSalariesCompEmpBnftPaidAmt0263243
IRS990/PYTotalExpensesAmt0424588
IRS990/PYTotalRevenueAmt0647974
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-42533
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-2527
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0132591
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0164439
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0416040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0652469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0519584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0450799
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0286408
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02325300
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0353
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01270
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0296
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010906
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012788
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt025613
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011392
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt023145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt026564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09737
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt086238
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0353
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01270
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010906
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012788
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt025613
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt0112556
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt086107
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt0107834
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt0145905
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt0119861
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0572263
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80130
IRS990ScheduleA/PublicSupportPY509Pct00.97630
IRS990ScheduleA/PublicSupportTotal509Amt02411538
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0427432
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0667869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0542729
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0477363
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0296145
IRS990ScheduleA/Total509Grp/TotalAmt02411538
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0540341
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0755246
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0650859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0634174
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0428794
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03009414
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0312876
IRS990ScheduleD/BuildingsGrp/DepreciationAmt026119
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0338995
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0377570
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0800
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0376666
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt014204
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt015908
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0339836
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0377570
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt043029
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt05295
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0302333
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05097
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0339836
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt037869
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt05463
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0319013
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt014397
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0302333
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-18726
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt012351
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0210840
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt091255
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0319013
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027552
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt010634
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt022826
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013062
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035888
IRS990ScheduleD/ExpensesNotReportedAmt07103
IRS990ScheduleD/ExpensesSubtotalAmt0553295

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,084,173
Liabilities
$115,417
Net assets
$968,756
Revenue
$510,762
Expenses
$553,295
Net income
-$42,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.19$2.00$1.11$1.03$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.21$1.86$1.05$1.00$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.15$1.77$0.99$0.96$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.02$1.80$0.98$0.90$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.01$1.68$1.02$0.86$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.04$1.49$0.98$0.95$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.04$1.39$0.97$0.97$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.03$1.41$0.94$0.88$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.07$1.18$0.90$0.84$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.03$1.12$1.11$0.96$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.12$0.97$0.51$0.55$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.14$1.00$0.65$0.42$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.35$0.74$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.01$0.64$0.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.01$0.62$0.31