Civic Intelligence

Northstar Education Finance Inc.

990 • Fiscal year 2014 • EIN 41-1961427

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 09, 2015

Organization Profilewww.northstar.org
930 Blue Gentian RoadSuite 10055121

(866) 562-6672

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.94x

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

2014 filings • 501(c)3 • $1B+ nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

36.29x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • 501(c)3 • $1B+ nonprofits • Source year 2014

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • $1B+ nonprofits • Source year 2014

Top Officer Pay

1st percentile

$50,000

Higher top officer pay than 1% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2014 filings • 501(c)3 • $1B+ nonprofits • Source year 2014

Asset Growth

3rd percentile

-8.1%

Faster asset growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$3,844,425,323

Down $338,450,351 (-8.1%) from 2013

Net Assets

Up

$225,096,712

Up $24,960,229 (+12%) from 2013

Liabilities

Down

$3,619,328,611

Down $363,410,580 (-9.1%) from 2013

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin82nd percentile

Revenue

$99,725,827

No earlier filing loaded for comparison.

Expenses

Down

$74,765,598

Down $21,943,273 (-23%) from 2013

Net Income

$24,960,229

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$8.0B$6.0B$4.0B$2.0B$0Assets 2010: $6,046,836,494Liabilities 2010: $5,919,221,330Net Assets 2010: $127,615,1642010Assets 2011: $5,113,357,661Liabilities 2011: $4,952,203,597Net Assets 2011: $161,154,0642011Assets 2012: $4,532,934,422Liabilities 2012: $4,350,044,566Net Assets 2012: $182,889,8562012Assets 2013: $4,182,875,674Liabilities 2013: $3,982,739,191Net Assets 2013: $200,136,4832013Assets 2014: $3,844,425,323Liabilities 2014: $3,619,328,611Net Assets 2014: $225,096,7122014Assets 2015: $3,472,295,492Liabilities 2015: $3,247,027,472Net Assets 2015: $225,268,0202015Assets 2016: $3,133,566,756Liabilities 2016: $2,951,583,914Net Assets 2016: $181,982,8422016Assets 2017: $2,783,049,243Liabilities 2017: $2,603,444,319Net Assets 2017: $179,604,9242017Assets 2018: $2,465,068,153Liabilities 2018: $2,291,797,565Net Assets 2018: $173,270,5882018Assets 2019: $2,126,920,671Liabilities 2019: $1,958,294,590Net Assets 2019: $168,626,0812019Assets 2020: $1,832,708,530Liabilities 2020: $1,662,873,024Net Assets 2020: $169,835,5062020Assets 2021: $1,589,111,391Liabilities 2021: $1,422,019,384Net Assets 2021: $167,092,0072021Assets 2022: $1,293,468,719Liabilities 2022: $1,132,229,810Net Assets 2022: $161,238,9092022Assets 2023: $1,017,887,615Liabilities 2023: $858,957,547Net Assets 2023: $158,930,0682023Assets 2024: $825,640,988Liabilities 2024: $666,178,323Net Assets 2024: $159,462,6652024

Highlighted filing

2014

Assets$3,844,425,323
Liabilities$3,619,328,611
Net Assets$225,096,712
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0-$50MExpenses 2010: $115,900,7142010Expenses 2011: $108,883,3472011Expenses 2012: $95,906,2192012Expenses 2013: $96,708,8712013Revenue 2014: $99,725,827Expenses 2014: $74,765,598Net Income 2014: $24,960,2292014Revenue 2015: $77,152,274Expenses 2015: $76,980,966Net Income 2015: $171,3082015Revenue 2016: $34,497,148Expenses 2016: $77,782,326Net Income 2016: -$43,285,1782016Revenue 2017: $82,046,446Expenses 2017: $84,424,364Net Income 2017: -$2,377,9182017Revenue 2018: $82,834,795Expenses 2018: $89,169,131Net Income 2018: -$6,334,3362018Revenue 2019: $92,237,647Expenses 2019: $96,882,154Net Income 2019: -$4,644,5072019Revenue 2020: $62,829,137Expenses 2020: $61,619,712Net Income 2020: $1,209,4252020Revenue 2021: $37,569,277Expenses 2021: $40,312,776Net Income 2021: -$2,743,4992021Revenue 2022: $40,177,777Expenses 2022: $46,030,875Net Income 2022: -$5,853,0982022Revenue 2023: $72,587,293Expenses 2023: $74,896,134Net Income 2023: -$2,308,8412023Revenue 2024: $68,106,847Expenses 2024: $66,966,127Net Income 2024: $1,140,7202024

Highlighted filing

2014

Revenue$99,725,827
Expenses$74,765,598
Net Income$24,960,229
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 9, 2015
Return Version
2013v4.0
Gross Receipts
$99,725,827
Mission and Program Overview

Mission

To foster, aid, encourage and assist the pursuit of higher education. In supporting this mission, NEF's primary charitable goals are to (a) continue servicing its outstanding student loans; (b) continue to provide education and assistance to student borrowers to enable them to successfully repay their loans; (c) manage its financings as necessary to maximize the T.H.E. Bonus paid to student borrowers; and (d) make grants to other organizations in furtherance of its educational mission.

To foster, aid, encourage and assist the pursuit of higher education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$4,025,725,372$3,693,538,182▼ $332,187,190
Savings and Temporary Cash Investments$133,008,264$127,649,245▼ $5,359,019
Accounts Receivable$9,936,660$11,106,323▲ $1,169,663
Cash and Non-Interest-Bearing Accounts$184,375$533,616▲ $349,241
Prepaid Expenses and Deferred Charges$66,650$67,800▲ $1,150
Pledges and Grants Receivable$0$0→ $0
Total Assets$4,182,875,674$3,844,425,323▼ $338,450,351
Other Assets Total$13,954,353$11,530,157▼ $2,424,196
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,962,023,808$3,601,673,157▼ $360,350,651
Accounts Payable and Accrued Expenses$18,218,668$16,739,714▼ $1,478,954
Other Liabilities$2,496,715$915,740▼ $1,580,975
Total Liabilities$3,982,739,191$3,619,328,611▼ $363,410,580
Net Assets / Fund Balance
Unrestricted Net Assets$200,136,483$225,096,712▲ $24,960,229
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$200,136,483$225,096,712▲ $24,960,229
Total Liabilities and Net Assets / Fund Balance$4,182,875,674$3,844,425,323▼ $338,450,351
Compensation and Service Providers
Top Officer Pay1st percentile

Employees

NameTitleBaseTotal
Richard NigonPresident$50,000$50,000
Tim PennyBoard member$20,500$20,500
Clyde NelsonTreasurer$20,400$20,400
Jayne Baccus KhalifaBoard member$18,250$18,250
Anita PampuschBoard Chair$17,500$17,500
Judith Mares LazarBoard Member$14,000$14,000

Board Members and Trustees

NameTitle
Sarah DuniwaySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Northstar Capital Market Services IncAdmin and Management services-$17,382,055
Great Lakes Educational Loan Services Incstudent loan servicing-$2,947,180
Royal Bank of CanadaLetter of Credit and Remarketing Fees-$1,480,596
RBC Capital Markets LLCBroker-Dealer-$607,063
US Bank National AssnTrustee-$353,733
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$99,617,203
Investment Income
$108,624
Other Revenue
$0
Change in Net Assets
$24,960,229
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,834,325
Grants and Similar Amounts Paid$800,123
Salaries, Compensation, and Employee Benefits$131,150
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$28,825,240--$28,825,240
Other Expenses$26,168,808$0$0$26,168,808
Depreciation Depletion-$2,424,482-$2,424,482
Grants to Domestic Orgs$800,123--$800,123
Fees for Services Legal-$169,579-$169,579
Current Officers, Directors, Trustees, and Key Employees-$131,150-$131,150
Insurance-$100,780-$100,780
Fees for Services Accounting-$97,260-$97,260
Fees for Services Other-$47,274-$47,274
Travel-$9,030-$9,030
Office Expenses-$539-$539
Total Functional Expenses$71,785,504$2,980,094$0$74,765,598
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
20-8505156-501(c)(3)To provide scholarships to students and support to strengthen existing scholar support services that benefit all scholars.$100,000
41-1968798-501(c)(3)To provide after-school programming for high school students to better prepare them for admission to college, and additionally provide coaches to college students, using a structured curriculum focused on the academic, financial and cultural barriers that have been identified as barriers to college success for low-income students, with the goal of helping them succeed and graduate.$100,000
36-3605013-501(c)(3)To support the organization's scholarship program, which provides college scholarships targeted at students from underserved communities, combining mentoring and community service with its scholarship program to support and encourage its students.$100,000
20-4548714-501(c)(3)To support the organization's College Success Program, which combines college counseling with post-graduation support, serving as a key resource for students to understand opportunities available to them after graduation from high school$50,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lawsuit related liabilities$915,740
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Pursuant to amended and restated subservicing agreement between northstar education finance, inc. And northstar education services, llc ("nes") dated october 25, 2012, nes is performing certain management responsibilities on behalf of northstar education finance, inc.”

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

“The COMPANY'S FORM 990 IS REVIEWED BY NEF'S OFFICERS AND OUTSIDE LEGAL COUNSEL PRIOR TO FILING, AND THE DOCUMENT IS ALSO DISTRIBUTED TO THE FULL BOARD OF DIRECTORS.”

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

“The policy is monitored and discussed at annual board meetings.”

Form 990, Part VI, Section B, Line 15

“Compensation for the organization's president and ceo and all other officers is approved by the board's independent compensation committee and is based upon comparable market compensation data.”

Form 990, Part VI, Section C, Line 19

“Financial statements are available on the organization's website at www.northstar.org. The organization does not make its governing documents or conflict of interest policy available unless required by law”

Filing and Contact Details

Filer

EIN
41-1961427
Phone
8665626672

Signing Officer

Name
Charles Osborne
Title
CFO
Phone
6514920139
Signed
2015-02-09

Organization Details

Principal Officer
Richard Nigon
Formed
2000
Legal Domicile
De
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“Management accounts for uncertainty in income taxes based on a threshold of more-likely than-not for recognition of tax positions taken or expected to be taken in a tax return. The Company has no uncertain tax positions meeting the threshold. Federal returns for tax years after 2009 remain subject to examination by the Internal Revenue Service.”

Raw XML AppendixShowing 400 of 614 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/Desc0Managed over 200K student loans with outstanding balances totaling approximately $3.5B, as well as a series of student loan asset-backed notes totaling approximately $3.6B. To the best of the knowledge and belief of the taxpayer's officers, the benefits and interest rates that it provides to student borrowers are substantially more favorable to student borrowers than the benefits and interest rates provided by for-profit lenders.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
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IRS990/InterestGrp/ProgramServicesAmt028825240
IRS990/InterestGrp/TotalAmt028825240
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0108624
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0108624
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt033
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To foster, aid, encourage and assist the pursuit of higher education. In supporting this mission, NEF's primary charitable goals are to (a) continue servicing its outstanding student loans; (b) continue to provide education and assistance to student borrowers to enable them to successfully repay their loans; (c) manage its financings as necessary to maximize the T.H.E. Bonus paid to student borrowers; and (d) make grants to other organizations in furtherance of its educational mission.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03962023808
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03601673157
IRS990/NetAssetsOrFundBalancesBOYAmt0200136483
IRS990/NetAssetsOrFundBalancesEOYAmt0225096712
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0539
IRS990/OfficeExpensesGrp/TotalAmt0539
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013954353
IRS990/OtherAssetsTotalGrp/EOYAmt011530157
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Management and loan servicing fees
IRS990/OtherExpensesGrp/Desc1Debt Financing Fees
IRS990/OtherExpensesGrp/Desc2Student loan default exp. and provision for loan losses
IRS990/OtherExpensesGrp/Desc3Federal loan consolidation fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt018986868
IRS990/OtherExpensesGrp/ProgramServicesAmt12290042
IRS990/OtherExpensesGrp/ProgramServicesAmt2-5285577
IRS990/OtherExpensesGrp/ProgramServicesAmt326168808
IRS990/OtherExpensesGrp/TotalAmt018986868
IRS990/OtherExpensesGrp/TotalAmt12290042
IRS990/OtherExpensesGrp/TotalAmt2-5285577
IRS990/OtherExpensesGrp/TotalAmt326168808
IRS990/OtherLiabilitiesGrp/BOYAmt02496715
IRS990/OtherLiabilitiesGrp/EOYAmt0915740
IRS990/OtherRevenueTotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04025725372
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03693538182
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt066650
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt067800
IRS990/PrincipalOfficerNm0Richard Nigon
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/BusinessCd1525990
IRS990/ProgramServiceRevenueGrp/BusinessCd2525990
IRS990/ProgramServiceRevenueGrp/Desc0Student Loan Interest Income
IRS990/ProgramServiceRevenueGrp/Desc1Sub-servicing fees
IRS990/ProgramServiceRevenueGrp/Desc2Other Program Service Revenues
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt099373189
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1232324
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt211690
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt099373189
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1232324
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211690
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide grants to other organizations to enhance post-secondary education opportunities for Minnesota students by relieving some of their financial burden through scholarships and/or assistance with their post-secondary readiness preparation.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0800123
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0800123
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04097729
IRS990/PYOtherExpensesAmt096568006
IRS990/PYOtherRevenueAmt06646
IRS990/PYProgramServiceRevenueAmt0109851123
IRS990/PYRevenuesLessExpensesAmt017246627
IRS990/PYSalariesCompEmpBnftPaidAmt0140865
IRS990/PYTotalExpensesAmt096708871
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0113955498
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt024960229
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt099617203
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0133008264
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0127649245
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt08375
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt015419
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt023794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0108624
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0111020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0152838
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0259934
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0409482
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01041898
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt099617201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0109857769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0117489173
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0142162313
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0178095343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0647221799
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0108624
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0111020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0152838
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0259934
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0409482
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01041898
IRS990ScheduleA/InvestmentIncomeCYPct00.00161
IRS990ScheduleA/InvestmentIncomePYPct00.0034
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99836
IRS990ScheduleA/PublicSupportPY509Pct00.9966
IRS990ScheduleA/PublicSupportTotal509Amt0647198005
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt08375
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt015419
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt023794
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099617201
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109857769
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0117489173
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0142162313
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0178095343
IRS990ScheduleA/Total509Grp/TotalAmt0647221799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt099725825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0109968789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0117642011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0142422247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0178504825
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0648263697
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0915740
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Lawsuit related liabilities
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management accounts for uncertainty in income taxes based on a threshold of more-likely than-not for recognition of tax positions taken or expected to be taken in a tax return. The Company has no uncertain tax positions meeting the threshold. Federal returns for tax years after 2009 remain subject to examination by the Internal Revenue Service.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalLiabilityAmt0915740
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0100000
IRS990ScheduleI/RecipientTable/CashGrantAmt1100000
IRS990ScheduleI/RecipientTable/CashGrantAmt250000
IRS990ScheduleI/RecipientTable/CashGrantAmt3100000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,844,425,323
Liabilities
$3,619,328,611
Net assets
$225,096,712
Revenue
$99,725,827
Expenses
$74,765,598
Net income
$24,960,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$826$666$159$68.1$67.0$1.14
2023Detailed filing. Detailed filing data is available for this year.$1,018$859$159$72.6$74.9$2.31
2022Detailed filing. Detailed filing data is available for this year.$1,293$1,132$161$40.2$46.0$5.85
2021Detailed filing. Detailed filing data is available for this year.$1,589$1,422$167$37.6$40.3$2.74
2020Detailed filing. Detailed filing data is available for this year.$1,833$1,663$170$62.8$61.6$1.21
2019Detailed filing. Detailed filing data is available for this year.$2,127$1,958$169$92.2$96.9$4.64
2018Detailed filing. Detailed filing data is available for this year.$2,465$2,292$173$82.8$89.2$6.33
2017Detailed filing. Detailed filing data is available for this year.$2,783$2,603$180$82.0$84.4$2.38
2016Detailed filing. Detailed filing data is available for this year.$3,134$2,952$182$34.5$77.8$43.3
2015Detailed filing. Detailed filing data is available for this year.$3,472$3,247$225$77.2$77.0$0.17
2014Detailed filing. Detailed filing data is available for this year.$3,844$3,619$225$99.7$74.8$25.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,183$3,983$200$96.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,533$4,350$183$95.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5,113$4,952$161$109
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6,047$5,919$128$116