Civic Intelligence

Pi Sigma Epsilon National Educational Foundation Inc

990 • Fiscal year 2017 • EIN 39-1650560

Jul 01, 2016 to Jun 30, 2017 • Filed on May 07, 2018

5217 S 51st StGreenfield, WI 53220-5045

(414) 328-1952

Siviq Scores

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

Liabilities / Assets

81st percentile

0.39x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.75x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

91st percentile

$120,350

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

37th percentile

-0.6%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-3.7%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$893,802

Down $5,644 (-0.6%) from 2016

Net Assets

Down

$541,179

Down $24,801 (-4.4%) from 2016

Liabilities

Up

$352,623

Up $19,157 (+5.7%) from 2016

Revenue

Down

$473,015

Down $18,141 (-3.7%) from 2016

Expenses

Up

$526,278

Up $74,779 (+17%) from 2016

Net Income

Down

-$53,263

Down $92,920 (-234%) from 2016

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 2011: $472,361Liabilities 2011: $70,996Net Assets 2011: $401,3652011Assets 2012: $553,313Liabilities 2012: $98,496Net Assets 2012: $454,8172012Assets 2013: $537,889Liabilities 2013: $39,696Net Assets 2013: $498,1932013Assets 2014: $792,206Liabilities 2014: $264,896Net Assets 2014: $527,3102014Assets 2015: $772,041Liabilities 2015: $219,197Net Assets 2015: $552,8442015Assets 2016: $899,446Liabilities 2016: $333,466Net Assets 2016: $565,9802016Assets 2017: $893,802Liabilities 2017: $352,623Net Assets 2017: $541,1792017Assets 2018: $992,328Liabilities 2018: $465,487Net Assets 2018: $526,8412018Assets 2019: $912,356Liabilities 2019: $412,387Net Assets 2019: $499,9692019Assets 2020: $683,683Liabilities 2020: $219,348Net Assets 2020: $464,3352020Assets 2021: $765,857Liabilities 2021: $193,851Net Assets 2021: $572,0062021Assets 2022: $625,492Liabilities 2022: $84,332Net Assets 2022: $541,1602022Assets 2023: $690,665Liabilities 2023: $101,978Net Assets 2023: $588,6872023Assets 2024: $820,975Liabilities 2024: $102,907Net Assets 2024: $718,0682024Assets 2025: $1,021,656Liabilities 2025: $123,775Net Assets 2025: $897,8812025

Highlighted filing

2017

Assets$893,802
Liabilities$352,623
Net Assets$541,179

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $376,434Expenses 2011: $368,742Net Income 2011: $7,6922011Revenue 2012: $444,813Expenses 2012: $380,975Net Income 2012: $63,8382012Revenue 2013: $444,226Expenses 2013: $417,797Net Income 2013: $26,4292013Revenue 2014: $439,679Expenses 2014: $448,522Net Income 2014: -$8,8432014Revenue 2015: $451,911Expenses 2015: $423,484Net Income 2015: $28,4272015Revenue 2016: $491,156Expenses 2016: $451,499Net Income 2016: $39,6572016Revenue 2017: $473,015Expenses 2017: $526,278Net Income 2017: -$53,2632017Revenue 2018: $556,533Expenses 2018: $583,158Net Income 2018: -$26,6252018Revenue 2019: $577,881Expenses 2019: $609,046Net Income 2019: -$31,1652019Revenue 2020: $351,538Expenses 2020: $390,618Net Income 2020: -$39,0802020Revenue 2021: $319,697Expenses 2021: $290,960Net Income 2021: $28,7372021Revenue 2022: $189,575Expenses 2022: $147,622Net Income 2022: $41,9532022Revenue 2023: $198,234Expenses 2023: $177,972Net Income 2023: $20,2622023Revenue 2024: $253,622Expenses 2024: $176,236Net Income 2024: $77,3862024Revenue 2025: $380,585Expenses 2025: $245,623Net Income 2025: $134,9622025

Highlighted filing

2017

Revenue$473,015
Expenses$526,278
Net Income-$53,263
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 7, 2018
Return Version
2016v3.0
Gross Receipts
$495,018
Mission and Program Overview

Mission

The mission of pi sigma epsilon national educational foundation, inc. Is to allow individuals and organizations the opportunity to support the fostering of sales and marketing education and encourage high scholastic achievement in those fields.

The mission of pi sigma epsilon national education foundation, inc. Is to allow individuals and organizations the opportunity to support the fostering of sales and marketing, education and encourage high scholastic achievement in those fields.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$353,190$386,248▲ $33,058
Land, Buildings, and Equipment, Net$267,036$269,156▲ $2,120
Cash and Non-Interest-Bearing Accounts$45,572$69,152▲ $23,580
Savings and Temporary Cash Investments$153,167$57,996▼ $95,171
Accounts Receivable$50$33,738▲ $33,688
Prepaid Expenses and Deferred Charges$4,545--
Inventories for Sale or Use$2,466$3,501▲ $1,035
Total Assets$899,446$893,802▼ $5,644
Other Assets Total$73,420$74,011▲ $591
Liabilities
Accounts Payable and Accrued Expenses$110,275$176,746▲ $66,471
Mortgage Notes Payable Secured by Investment Property$184,190$175,877▼ $8,313
Deferred Revenue$31,875--
Grants Payable$7,126--
Total Liabilities$333,466$352,623▲ $19,157
Net Assets / Fund Balance
Unrestricted Net Assets$324,619$282,593▼ $42,026
Permanently Rstr Net Assets$140,000$140,000→ $0
Temporarily Rstr Net Assets$101,361$118,586▲ $17,225
Total Net Assets Fund Balance$565,980$541,179▼ $24,801
Total Liabilities and Net Assets / Fund Balance$899,446$893,802▼ $5,644

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$174,900$23,100$198,000
Land$82,000-$82,000
Leasehold Improvements$12,211$1,841$14,052
Equipment$45$84$129
Other Assets Org$14,011--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$219,800-▲ $23,107-$240,384
2016$143,178$88,840▼ $6,938-$219,800
2015$148,672$2,227▼ $221-$143,178
2014$136,063$1,460▲ $15,924-$148,672
2013$130,354$2,271▲ $9,213-$136,063
Compensation and Service Providers

Employees

NameTitleOtherTotal
Joan RogalaChief Executive Officer$120,350$120,350

Board Members and Trustees

NameTitle
Joe AshbeeAwards Program Co-chair
Robb CarlsonAwards Program Co-chair
David KeelingChair
Margaret ByrneScholarship Program Co-chair
Philip MussonScholarship Program Co-chair
Dr Robert E Boostrom JrMkt President
Jon SalvaniVice Chair
Bill SchaeferTrustee
Brian AndersenTrustee
Dr Don NorrisTrustee
Jennifer ZerbeTrustee
Larry BondsTrustee
Mark E KhalilTrustee
Rachel BowlingTrustee
Steve RogersTrustee
Tim HylandTrustee
Tom NateTrustee
Lee MelanconSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$228,185
Program Service Revenue
$211,626
Investment Income
$8,684
Other Revenue
$24,520
All Other Contributions
$228,185
Change in Net Assets
$-53,263
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$369,934
Grants and Similar Amounts Paid$156,344
Total Fundraising Expense$3,711
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$221,188--$221,188
Fees for Services Management$77,727$40,178$1,526$119,431
Grants to Domestic Orgs$95,573--$95,573
Grants to Domestic Individuals$60,771--$60,771
Office Expenses$2,648$7,475-$10,123
Fees for Services Accounting-$7,031-$7,031
Fees for Service Investment Mgmnt Fees-$4,053-$4,053
Fees for Services Legal-$2,754-$2,754
All Other Expenses$2,277$318$27$2,622
Advertising--$2,149$2,149
Travel$467$107$9$583
Total Functional Expenses$460,651$61,916$3,711$526,278
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pi Sigma Epsilon IncGreenfield, WI501(c)(7)General Support$95,573
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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 B, Line 11B

The prepared form 990 is reviewed and approved by the members of the governing body before the return is filed with the irs.

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

Annually all directors and officers complete and sign a statement that provides information regarding their interests and those of their family members that could give rise to conflicts. The members of the governing body make determinations of whether a conflict exists and review actual conflicts. Any person with a conflict is prohibited from participating in the governing body's deliberations and decisions in the transaction.

Form 990, Part VI, Section C, Line 19

The organization made its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pi Sigma Epsilon National Educational
EIN
39-1650560
Phone
4143281952
Address
5217 S 51ST ST, GREENFIELD, WI 53220-5045

Signing Officer

Name
Joan Rogala
Title
Chief Executive Officer
Phone
4143281952
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan Rogala
Formed
1967
Legal Domicile
Ga
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Jenny Tarkowski CPA
Phone
6082744020
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The organization's endowment funds are designated to provide scholarships.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12MKT PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14AWARDS PROGRAM CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15AWARDS PROGRAM CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16SCHOLARSHIP PROGRAM CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17SCHOLARSHIP PROGRAM CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF EXECUTIVE OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt0148344
IRS990/GrantsPayableGrp/BOYAmt07126
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt060771
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt060771
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt095573
IRS990/GrantsToDomesticOrgsGrp/TotalAmt095573
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0495018
IRS990/GrossRentsGrp/RealAmt019200
IRS990/GrossSalesOfInventoryAmt02778
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02466
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03501
IRS990/InvestmentIncomeGrp/ExclusionAmt08684
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08684
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0353190
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0386248
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025025
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0267036
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0269156
IRS990/LandBldgEquipCostOrOtherBssAmt0294181
IRS990/LegalDomicileStateCd0GA
IRS990/LessRentalExpensesGrp/RealAmt019678
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF PI SIGMA EPSILON NATIONAL EDUCATIONAL FOUNDATION, INC. IS TO ALLOW INDIVIDUALS AND ORGANIZATIONS THE OPPORTUNITY TO SUPPORT THE FOSTERING OF SALES AND MARKETING, EDUCATION AND ENCOURAGE HIGH SCHOLASTIC ACHIEVEMENT IN THOSE FIELDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0184190
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0175877
IRS990/NetAssetsOrFundBalancesBOYAmt0565980
IRS990/NetAssetsOrFundBalancesEOYAmt0541179
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0453
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0453
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-478
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-478
IRS990/NetUnrelatedBusTxblIncmAmt0-871
IRS990/NetUnrlzdGainsLossesInvstAmt028462
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07475
IRS990/OfficeExpensesGrp/ProgramServicesAmt02648
IRS990/OfficeExpensesGrp/TotalAmt010123
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt073420
IRS990/OtherAssetsTotalGrp/EOYAmt074011
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0140000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0140000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04545
IRS990/PrincipalOfficerNm0JOAN ROGALA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0CONVENTION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1INITIATION FEES
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0192258
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114280
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25088
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0192258
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25088
IRS990/ProgSrvcAccomActy2Grp/Desc0OTHER PROGRAMS AID MEMBERS AND CHAPTER CONSULTANTS OF PI SIGMA EPSILON THROUGH SCHOLARSHIPS, GRANTS AND AWARDS AND THE PUBLICATION OF JPSSM THAT ENHANCES PUBLIC AWARENESS OF THE SELLING AND MARKETING PROFESSION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0211897
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt030086
IRS990/ProgSrvcAccomActy3Grp/Desc0MU KAPPA TAU, A NATIONAL HONOR SOCIETY, IS A SECTION 501(C)(3) ORGANIZATION THAT IS OWNED BY PI SIGMA EPSILON NATIOANL EDUCATIONAL FOUNDATION, INC.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt020240
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04500
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt014280
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE NATIONAL CONFERENCE IN SALES MANAGEMENT IS A FACULTY CONFERENCE THAT OCCURS ONCE A YEAR.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt08211
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt03500
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt026020
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0293332
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0151871
IRS990/PYInvestmentIncomeAmt018980
IRS990/PYOtherExpensesAmt0299628
IRS990/PYOtherRevenueAmt022826
IRS990/PYProgramServiceRevenueAmt0156018
IRS990/PYRevenuesLessExpensesAmt039657
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0451499
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0491156
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-53263
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-478
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0166238
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt024545
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt024545
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0153167
IRS990/SavingsAndTempCashInvstGrp/EOYAmt057996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0228185
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0293332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0256057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0196002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0243770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01217346
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08684
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018980
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019245
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt028277
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt099762
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0619615
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92430
IRS990ScheduleA/PublicSupportPY170Pct00.92410
IRS990ScheduleA/PublicSupportTotal170Amt01217346
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0228185
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0293332
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0256057
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0196002
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0243770
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01217346
IRS990ScheduleA/TotalSupportAmt01317108
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/BuildingsGrp/BookValueAmt0174900
IRS990ScheduleD/BuildingsGrp/DepreciationAmt023100
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0198000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt02523
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0219800
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0240384
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt023107
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05280
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0143178
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt088840
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0219800

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$0.12$0.90$0.38$0.25$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.10$0.72$0.25$0.18$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.10$0.59$0.20$0.18$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.08$0.54$0.19$0.15$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.19$0.57$0.32$0.29$0.03
2020Summary only. Only limited summary data is available for this year.$0.68$0.22$0.46$0.35$0.39$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.41$0.50$0.58$0.61$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.47$0.53$0.56$0.58$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.35$0.54$0.47$0.53$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.33$0.57$0.49$0.45$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.22$0.55$0.45$0.42$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.26$0.53$0.44$0.45$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.04$0.50$0.44$0.42$0.03
2012Summary only. Only limited summary data is available for this year.$0.55$0.10$0.45$0.44$0.38$0.06
2011Summary only. Only limited summary data is available for this year.$0.47$0.07$0.40$0.38$0.37$0.01