Civic Intelligence

Heartland Senior Services Heartland of Story County

990 • Fiscal year 2018 • EIN 42-1052353

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 30, 2018

Organization Profilewww.heartlandseniorservices.com
205 South WalnutAmes, IA 50010

(515) 233-2906

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$66,799

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

92nd percentile

56%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

38th percentile

-0.4%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,988,487

Up $1,429,333 (+56%) from 2017

Net Assets

Up

$3,949,428

Up $1,425,917 (+57%) from 2017

Liabilities

Up

$39,059

Up $3,416 (+9.6%) from 2017

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin94th percentile

Revenue

Down

$2,329,046

Down $10,043 (-0.4%) from 2017

Expenses

Down

$848,325

Down $143,126 (-14%) from 2017

Net Income

Up

$1,480,721

Up $133,083 (+9.9%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$15M$10M$5.0M$0Assets 2010: $610,364Liabilities 2010: $186,103Net Assets 2010: $424,2612010Assets 2011: $569,274Liabilities 2011: $175,677Net Assets 2011: $393,5972011Assets 2012: $597,524Liabilities 2012: $113,745Net Assets 2012: $483,7792012Assets 2013: $1,126,680Liabilities 2013: $44,531Net Assets 2013: $1,082,1492013Assets 2014: $1,127,961Liabilities 2014: $42,214Net Assets 2014: $1,085,7472014Assets 2015: $1,163,522Liabilities 2015: $55,029Net Assets 2015: $1,108,4932015Assets 2016: $1,194,249Liabilities 2016: $37,352Net Assets 2016: $1,156,8972016Assets 2017: $2,559,154Liabilities 2017: $35,643Net Assets 2017: $2,523,5112017Assets 2018: $3,988,487Liabilities 2018: $39,059Net Assets 2018: $3,949,4282018Assets 2019: $5,388,873Liabilities 2019: $45,355Net Assets 2019: $5,343,5182019Assets 2020: $5,877,444Liabilities 2020: $52,237Net Assets 2020: $5,825,2072020Assets 2021: $6,332,261Liabilities 2021: $49,498Net Assets 2021: $6,282,7632021Assets 2022: $8,847,902Liabilities 2022: $59,654Net Assets 2022: $8,788,2482022Assets 2023: $11,259,695Liabilities 2023: $81,550Net Assets 2023: $11,178,1452023Assets 2024: $13,294,426Liabilities 2024: $104,590Net Assets 2024: $13,189,8362024Assets 2025: $12,962,703Liabilities 2025: $64,628Net Assets 2025: $12,898,0752025

Highlighted filing

2018

Assets$3,988,487
Liabilities$39,059
Net Assets$3,949,428
Open 2018 Filing

Operations Trend

Revenue Growth38th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,467,1942010Expenses 2011: $2,443,6392011Expenses 2012: $2,216,7292012Revenue 2013: $1,653,120Expenses 2013: $1,054,750Net Income 2013: $598,3702013Revenue 2014: $1,087,744Expenses 2014: $1,084,146Net Income 2014: $3,5982014Revenue 2015: $1,118,110Expenses 2015: $1,084,358Net Income 2015: $33,7522015Revenue 2016: $1,201,115Expenses 2016: $1,115,654Net Income 2016: $85,4612016Revenue 2017: $2,339,089Expenses 2017: $991,451Net Income 2017: $1,347,6382017Revenue 2018: $2,329,046Expenses 2018: $848,325Net Income 2018: $1,480,7212018Revenue 2019: $2,242,351Expenses 2019: $870,029Net Income 2019: $1,372,3222019Revenue 2020: $1,297,328Expenses 2020: $800,519Net Income 2020: $496,8092020Revenue 2021: $873,517Expenses 2021: $565,966Net Income 2021: $307,5512021Revenue 2022: $3,380,176Expenses 2022: $740,482Net Income 2022: $2,639,6942022Revenue 2023: $3,028,244Expenses 2023: $714,527Net Income 2023: $2,313,7172023Revenue 2024: $2,936,113Expenses 2024: $942,459Net Income 2024: $1,993,6542024Revenue 2025: $1,156,488Expenses 2025: $1,494,028Net Income 2025: -$337,5402025

Highlighted filing

2018

Revenue$2,329,046
Expenses$848,325
Net Income$1,480,721
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 30, 2018
Return Version
2017v2.2
Gross Receipts
$2,329,046
Mission and Program Overview

Mission

Heartland of Story County offers life-enriching opportunities for older adults and provides support for their families and caregivers.

Heartland Senior Services of Story County offers life-enriching opportunities for older adults and provides support for their families and caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,821,868$3,025,821▲ $1,203,953
Savings and Temporary Cash Investments$431,287$705,846▲ $274,559
Land, Buildings, and Equipment, Net$170,831$141,234▼ $29,597
Cash and Non-Interest-Bearing Accounts$77,545$69,427▼ $8,118
Accounts Receivable$32,901$28,908▼ $3,993
Pledges and Grants Receivable$24,722$17,251▼ $7,471
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,559,154$3,988,487▲ $1,429,333
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$35,643$39,059▲ $3,416
Total Liabilities$35,643$39,059▲ $3,416
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,317,145$2,428,509▲ $1,111,364
Unrestricted Net Assets$1,206,366$1,520,919▲ $314,553
Total Net Assets Fund Balance$2,523,511$3,949,428▲ $1,425,917
Total Liabilities and Net Assets / Fund Balance$2,559,154$3,988,487▲ $1,429,333

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$87,407$300,607$388,014
Equipment$23,380$73,015$96,395
Land$30,447-$30,447

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$637,070$91,728▲ $41,533$29,343$740,988
2016$577,230$22,947▲ $62,948$26,055$637,070
2015$609,686$10,411▼ $17,052$25,815$577,230
2014$619,876$9,054▲ $7,966$27,210$609,686
2013$563,984$20,785▲ $79,707$44,600$619,876
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy CarrollExecutive DirectorFT$63,282$3,517$66,799

Board Members and Trustees

NameTitle
Linda Glantz WardPresident
Bob GelinaDirector
Harold PikeDirector
Jane HalliburtonDirector
Leo MillemanDirector
Nicole FacioDirector
Paula TomsDirector
Peter MartinDirector
Winnie GleasonDirector
Karen PetersenSecretary
Bret PughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,945,814
Program Service Revenue
$273,200
Investment Income
$95,732
Other Revenue
$14,300
All Other Contributions
$1,381,558
Change in Net Assets
$1,480,721

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded25$723,962Fair Market Value (FMV)
Total Noncash Contributions25$723,962-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,329,046
Revenue Not Reported on Form 990
$-54,804
Total Revenue per Audited Statements
$2,274,242
Total Revenue per Form 990
$2,329,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$513,522
Other Expenses$334,803
Total Fundraising Expense$3,503
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$405,141--$405,141
Current Officers, Directors, Trustees, and Key Employees$55,630$11,169-$66,799
Payroll Taxes$35,957$694-$36,651
Fees for Services Other$32,740$1,321-$34,061
Depreciation Depletion$25,529$4,068-$29,597
All Other Expenses$23,614$3,717-$27,331
Other Expenses$20,673$1,088$3,503$21,761
Travel$19,177$42-$19,219
Insurance$11,165$588-$11,753
Other Employee Benefits$4,931--$4,931
Advertising$1,879$99-$1,978
Total Functional Expenses$809,087$35,735$3,503$848,325

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$848,325
Total Expenses per Audited Statements$848,325
Total Expenses per Form 990$848,325
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the form 990 is made available to each member of the governing body before it is filed, so they may have the opportunity to review it before the return is filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The board of directors and key employees review annually the possibility of any conflicts of interests.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The board reviews the compensation of the executive director annually and does comparisons with similar organizations.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents, organization policies and financial statements are available to the public upon their request.”

Filing and Contact Details

Filer

Filer Name
Heartland Senior Services
EIN
42-1052353
Phone
5152332906
Address
205 SOUTH WALNUT, AMES, IA 50010

Signing Officer

Name
Nancy Carroll
Title
Executive Director
Signed
2018-10-30
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
37
Volunteers
481

Preparer

Firm
Houston & Seeman PC
Address
724 Story St 601, Boone, IA 50036-2871
Preparer
Kevin N Houston
Phone
5154321176
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: service coordination - links seniors to the resources needed for their continued independence in the community”

Financial Statement Notes

Part X : FIN48 Footnote

“The organization does not believe it has any income derived from unrelated business activities. The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/InsuranceGrp/ManagementAndGeneralAmt0588
IRS990/InsuranceGrp/ProgramServicesAmt011165
IRS990/InsuranceGrp/TotalAmt011753
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt095732
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0141234
IRS990/LandBldgEquipCostOrOtherBssAmt0514856
IRS990/LegalDomicileStateCd0IA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Heartland Senior Services of Story County offers life-enriching opportunities for older adults and provides support for their families and caregivers.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02523511
IRS990/NetAssetsOrFundBalancesEOYAmt03949428
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-54804
IRS990/NoncashContributionsAmt0723962
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04931
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04931
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt03503
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011062
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11887
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21088
IRS990/OtherExpensesGrp/ProgramServicesAmt092531
IRS990/OtherExpensesGrp/ProgramServicesAmt158579
IRS990/OtherExpensesGrp/ProgramServicesAmt221541
IRS990/OtherExpensesGrp/ProgramServicesAmt320673
IRS990/OtherExpensesGrp/TotalAmt092531
IRS990/OtherExpensesGrp/TotalAmt173144
IRS990/OtherExpensesGrp/TotalAmt223428
IRS990/OtherExpensesGrp/TotalAmt321761
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0BUILDING RENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014300
IRS990/OtherRevenueTotalAmt014300
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0405141
IRS990/OtherSalariesAndWagesGrp/TotalAmt0405141
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0694
IRS990/PayrollTaxesGrp/ProgramServicesAmt035957
IRS990/PayrollTaxesGrp/TotalAmt036651
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt024722
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt017251
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624110
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0273200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0273200
IRS990/ProgSrvcAccomActy2Grp/Desc0NUTRITION - PROVIDES MEALS TO ELDERLY CITIZENS AND TO HOMEBOUND ELDERLY. SEEKS TO IMPROVE NUTRITIONAL LEVEL AND KNOWLEDGE FOR SENIORS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0264966
IRS990/ProgSrvcAccomActy3Grp/Desc0SERVICE COORDINATION - LINKS SENIORS TO THE RESOURCES NEEDED FOR THEIR CONTINUED INDEPENDENCE IN THE COMMUNITY
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0142809
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01929706
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt053901
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0419312
IRS990/PYProgramServiceRevenueAmt0355482
IRS990/PYRevenuesLessExpensesAmt01347638
IRS990/PYSalariesCompEmpBnftPaidAmt0572139
IRS990/PYTotalExpensesAmt0991451
IRS990/PYTotalRevenueAmt02339089
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01480721
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0431287
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0705846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01945814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01929706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0787066
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0712896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0639233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06014715
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt095732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt053901
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt020373
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019219
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt079707
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0268932
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95720
IRS990ScheduleA/PublicSupportPY170Pct00.96440
IRS990ScheduleA/PublicSupportTotal170Amt06014715
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01945814
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01929706
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0712896
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0639233
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06014715
IRS990ScheduleA/TotalSupportAmt06283647
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.95000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0637070
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt091728
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0740988
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt041533
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt029343
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0577230
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt022947
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0637070
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt062948
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt026055
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0609686
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt010411
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0577230
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17052
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt025815
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0619876
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt09054
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0609686
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07966
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt027210

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,988,487
Liabilities
$39,059
Net assets
$3,949,428
Revenue
$2,329,046
Expenses
$848,325
Net income
$1,480,721
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.0$0.06$12.9$1.16$1.49$0.34
2024Detailed filing. Detailed filing data is available for this year.$13.3$0.10$13.2$2.94$0.94$1.99
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.08$11.2$3.03$0.71$2.31
2022Detailed filing. Detailed filing data is available for this year.$8.85$0.06$8.79$3.38$0.74$2.64
2021Detailed filing. Detailed filing data is available for this year.$6.33$0.05$6.28$0.87$0.57$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.88$0.05$5.83$1.30$0.80$0.50
2019Detailed filing. Detailed filing data is available for this year.$5.39$0.05$5.34$2.24$0.87$1.37
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.04$3.95$2.33$0.85$1.48
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.04$2.52$2.34$0.99$1.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.04$1.16$1.20$1.12$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.06$1.11$1.12$1.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.04$1.09$1.09$1.08$0.00
2013Summary only. Only limited summary data is available for this year.$1.13$0.04$1.08$1.65$1.05$0.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.11$0.48$2.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.18$0.39$2.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.19$0.42$2.47