Civic Intelligence

Milwaukee Symphony Orchestra Foundation

990 • Fiscal year 2014 • EIN 39-1715515

Sep 01, 2013 to Aug 31, 2014 • Filed on Jan 27, 2015

1101 N Market Street No 100Milwaukee, WI 53202

(414) 291-6010

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

10th percentile

-19%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

69th percentile

9.0%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-82%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$15,718,289

Up $1,303,330 (+9.0%) from 2013

Net Assets

Up

$15,718,289

Up $1,310,384 (+9.1%) from 2013

Liabilities

Down

$0

Down $7,054 (-100%) from 2013

Revenue

Down

$601,082

Down $2,792,977 (-82%) from 2013

Expenses

Down

$717,673

Down $137,849 (-16%) from 2013

Net Income

Down

-$116,591

Down $2,655,128 (-105%) from 2013

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $13,125,619Liabilities 2011: $44,946Net Assets 2011: $13,080,6732011Assets 2012: $13,784,578Liabilities 2012: $7,084Net Assets 2012: $13,777,4942012Assets 2013: $14,414,959Liabilities 2013: $7,054Net Assets 2013: $14,407,9052013Assets 2014: $15,718,289Liabilities 2014: $0Net Assets 2014: $15,718,2892014Assets 2015: $14,810,945Liabilities 2015: $0Net Assets 2015: $14,810,9452015Assets 2016: $15,195,614Liabilities 2016: $500Net Assets 2016: $15,195,1142016Assets 2017: $16,387,863Liabilities 2017: $0Net Assets 2017: $16,387,8632017Assets 2018: $17,132,490Liabilities 2018: $0Net Assets 2018: $17,132,4902018Assets 2019: $17,510,903Liabilities 2019: $0Net Assets 2019: $17,510,9032019Assets 2020: $18,522,354Liabilities 2020: $0Net Assets 2020: $18,522,3542020Assets 2021: $22,336,114Liabilities 2021: $0Net Assets 2021: $22,336,1142021Assets 2022: $18,982,389Liabilities 2022: $0Net Assets 2022: $18,982,3892022Assets 2023: $24,337,895Liabilities 2023: $2,795Net Assets 2023: $24,335,1002023Assets 2024: $30,933,539Liabilities 2024: $100,000Net Assets 2024: $30,833,5392024

Highlighted filing

2014

Assets$15,718,289
Liabilities$0
Net Assets$15,718,289

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,050,585Expenses 2011: $691,177Net Income 2011: $359,4082011Revenue 2012: $868,518Expenses 2012: $686,373Net Income 2012: $182,1452012Revenue 2013: $3,394,059Expenses 2013: $855,522Net Income 2013: $2,538,5372013Revenue 2014: $601,082Expenses 2014: $717,673Net Income 2014: -$116,5912014Revenue 2015: $888,956Expenses 2015: $777,658Net Income 2015: $111,2982015Revenue 2016: $601,645Expenses 2016: $822,366Net Income 2016: -$220,7212016Revenue 2017: $1,225,366Expenses 2017: $838,651Net Income 2017: $386,7152017Revenue 2018: $1,754,592Expenses 2018: $834,762Net Income 2018: $919,8302018Revenue 2019: $2,456,704Expenses 2019: $823,169Net Income 2019: $1,633,5352019Revenue 2020: $614,354Expenses 2020: $836,467Net Income 2020: -$222,1132020Revenue 2021: $2,577,388Expenses 2021: $869,885Net Income 2021: $1,707,5032021Revenue 2022: $413,955Expenses 2022: $1,044,414Net Income 2022: -$630,4592022Revenue 2023: $5,781,521Expenses 2023: $1,117,132Net Income 2023: $4,664,3892023Revenue 2024: $5,153,024Expenses 2024: $1,283,026Net Income 2024: $3,869,9982024

Highlighted filing

2014

Revenue$601,082
Expenses$717,673
Net Income-$116,591
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jan 27, 2015
Return Version
2013v4.0
Gross Receipts
$3,326,056
Mission and Program Overview

Mission

To support the programs of the milwaukee symphony orchestra, inc.("mso"), whose mission is to comfort, educate, entertain, and exhilarate the human soul through events of cultural significance, relevance and artistic challenge.

To support the programs of the milwaukee symphony orchestra, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,934,335$14,951,352▲ $2,017,017
Savings and Temporary Cash Investments$963,094$418,476▼ $544,618
Pledges and Grants Receivable$317,259$142,543▼ $174,716
Accounts Receivable$47,771$53,048▲ $5,277
Total Assets$14,414,959$15,718,289▲ $1,303,330
Other Assets Total$152,500$152,870▲ $370
Liabilities
Accounts Payable and Accrued Expenses$7,054$0▼ $7,054
Total Liabilities$7,054$0▼ $7,054
Net Assets / Fund Balance
Permanently Rstr Net Assets$13,583,239$13,644,588▲ $61,349
Temporarily Rstr Net Assets$585,607$1,039,758▲ $454,151
Unrestricted Net Assets$239,059$1,033,943▲ $794,884
Total Net Assets Fund Balance$14,407,905$15,718,289▲ $1,310,384
Total Liabilities and Net Assets / Fund Balance$14,414,959$15,718,289▲ $1,303,330

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$14,407,904$61,349▲ $1,966,708$86,293$15,718,288
2013$13,777,494$414,536▲ $1,006,749$79,343$14,407,904
2012$13,080,673$171,887▲ $1,211,307$53,186$13,777,494
2011$12,316,260$128,811▲ $1,326,779$37,020$13,080,673
2010$11,078,138$1,176,060▲ $848,932$34,256$12,316,260
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$61,349
Program Service Revenue
$0
Investment Income
$539,554
Other Revenue
$179
All Other Contributions
$61,349
Change in Net Assets
$-116,591

Audited Revenue Reconciliation

Revenue per Audited Statements
$601,082
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,426,975
Total Revenue per Audited Statements
$2,028,057
Total Revenue per Form 990
$601,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$631,326
Other Expenses$86,347
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$631,326--$631,326
Fees for Service Investment Mgmnt Fees-$86,293-$86,293
Fees for Services Other-$54-$54
Total Functional Expenses$631,326$86,347$0$717,673

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$717,673
Total Expenses per Audited Statements$717,673
Total Expenses per Form 990$717,673
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-6023436-501(c)(3)To Further Programs$631,326
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
Audit committee
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 11

A draft of the 990 is provided to the trustees before it is filed.

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

The foundation trust reviews compliance with conflict of interest statements on an annual basis.

Form 990, Part VI, Section C, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

EIN
39-1715515
Phone
4142916010

Signing Officer

Name
Robert Webster
Title
Authorized Trustee
Phone
4142916010
Signed
2015-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Committee of 6 Trustees
Formed
1991
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Preparer
Karelyn J Beck CPA
Phone
2627549400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5 - Other Changes in Net Assets

Net unrealized gains on investments $1,426,975

Financial Statement Notes

PART V, LINE 4:

To support the programs of the milwaukee symphony orchestra, inc.

PART X, LINE 2:

The foundation evaluates its uncertain tax positions on an annual basis and there have been no uncertain tax positions recorded in 2014 or 2013.

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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07219
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt013080673
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0171887
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt013777494
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0625968
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01211307
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt053186
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06400
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt012316260
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0128811
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt013080673
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0647757
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01326779
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt037020
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08329
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt011078138
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01176060
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt012316260
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0744285
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0848932
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt034256
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0717673
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01426975
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.86800
IRS990ScheduleD/RevenueNotReportedAmt01426975
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0601082
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE PROGRAMS OF THE MILWAUKEE SYMPHONY ORCHESTRA, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS AND THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS RECORDED IN 2014 OR 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.06600
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0717673
IRS990ScheduleD/TotalRevenuePerForm990Amt0601082
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02028057
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0717673
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0631326
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FURTHER PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0396023436
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101101 N MARKET ST STE 100
IRS990ScheduleI/RecipientTable/USAddress/City0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/State0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode053202
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MILWAUKEE SYMPHONY ORCHESTRA FOUNDATION TRUST MAKES GRANTS TO THE MILWAUKEE SYMPHONY ORCHESTRA, INC. TO FURTHER ITS PROGRAMS. QUARTERLY UPDATES ALONG WITH AN ANNUAL INDEPENDENT AUDIT REPORT ARE REVIEWED BY THE FOUNDATION TRUST REGARDING THE ACTIVITIES OF THE MILWAUKEE SYMPHONY ORCHESTRA.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE 990 IS PROVIDED TO THE TRUSTEES BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION TRUST REVIEWS COMPLIANCE WITH CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET UNREALIZED GAINS ON INVESTMENTS $1,426,975
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 5 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0396023436
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1396096874
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSIC PERFORMANCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORT MSO, INC.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 11A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine101101 N MARKET ST STE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine111101 N MARKET ST STE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode053202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode153202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0631326
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0585607
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01039758
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt014414959
IRS990/TotalAssetsEOYAmt015718289
IRS990/TotalAssetsGrp/BOYAmt014414959
IRS990/TotalAssetsGrp/EOYAmt015718289
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt061349
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086347
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0631326
IRS990/TotalFunctionalExpensesGrp/TotalAmt0717673
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07054
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt07054
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014407905
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015718289
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0631326
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0539554
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0179
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0601082

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.9$0.10$30.8$5.15$1.28$3.87
2023Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$5.78$1.12$4.66
2022Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.41$1.04$0.63
2021Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$2.58$0.87$1.71
2020Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.61$0.84$0.22
2019Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$2.46$0.82$1.63
2018Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$1.75$0.83$0.92
2017Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$1.23$0.84$0.39
2016Summary only. Only limited summary data is available for this year.$15.2$0.00$15.2$0.60$0.82$0.22
2015Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.89$0.78$0.11
2014Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.60$0.72$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$0.01$14.4$3.39$0.86$2.54
2012Summary only. Only limited summary data is available for this year.$13.8$0.01$13.8$0.87$0.69$0.18
2011Summary only. Only limited summary data is available for this year.$13.1$0.04$13.1$1.05$0.69$0.36