Civic Intelligence

Success in Education Foundation

990 • Fiscal year 2017 • EIN 45-3567196

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 19, 2018

Organization Profilewww.sieutah.org
111 EAST BROADWAY Suite 900Salt Lake City, UT 84111

(801) 257-3414

Siviq Scores

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

Liabilities / Assets

76th percentile

0.40x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.32x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

96th percentile

111%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$1,674,834

Up $880,399 (+111%) from 2016

Net Assets

Up

$999,756

Up $400,828 (+67%) from 2016

Liabilities

Up

$675,078

Up $479,571 (+245%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin77th percentile

Revenue

Up

$2,098,469

Up $383,650 (+22%) from 2016

Expenses

Up

$1,697,641

Up $137,701 (+8.8%) from 2016

Net Income

Up

$400,828

Up $245,949 (+159%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $440,816Liabilities 2012: $244,443Net Assets 2012: $196,3732012Assets 2013: $556,687Liabilities 2013: $440,980Net Assets 2013: $115,7072013Assets 2014: $521,277Liabilities 2014: $226,357Net Assets 2014: $294,9202014Assets 2015: $672,484Liabilities 2015: $228,435Net Assets 2015: $444,0492015Assets 2016: $794,435Liabilities 2016: $195,507Net Assets 2016: $598,9282016Assets 2017: $1,674,834Liabilities 2017: $675,078Net Assets 2017: $999,7562017Assets 2018: $1,454,070Liabilities 2018: $397,997Net Assets 2018: $1,056,0732018Assets 2019: $1,719,905Liabilities 2019: $432,696Net Assets 2019: $1,287,2092019Assets 2020: $2,174,463Liabilities 2020: $597,714Net Assets 2020: $1,576,7492020Assets 2021: $7,564,005Liabilities 2021: $747,987Net Assets 2021: $6,816,0182021Assets 2022: $6,961,359Liabilities 2022: $337,062Net Assets 2022: $6,624,2972022Assets 2023: $5,601,782Liabilities 2023: $259,160Net Assets 2023: $5,342,6222023Assets 2024: $5,009,401Liabilities 2024: $335,323Net Assets 2024: $4,674,0782024

Highlighted filing

2017

Assets$1,674,834
Liabilities$675,078
Net Assets$999,756
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$10M$5.0M$0-$5.0MRevenue 2012: $572,870Expenses 2012: $376,497Net Income 2012: $196,3732012Expenses 2013: $971,0402013Revenue 2014: $1,391,337Expenses 2014: $1,534,124Net Income 2014: -$142,7872014Revenue 2015: $1,596,656Expenses 2015: $1,447,527Net Income 2015: $149,1292015Revenue 2016: $1,714,819Expenses 2016: $1,559,940Net Income 2016: $154,8792016Revenue 2017: $2,098,469Expenses 2017: $1,697,641Net Income 2017: $400,8282017Revenue 2018: $2,091,149Expenses 2018: $2,034,832Net Income 2018: $56,3172018Revenue 2019: $2,728,613Expenses 2019: $2,470,864Net Income 2019: $257,7492019Revenue 2020: $2,592,136Expenses 2020: $2,465,394Net Income 2020: $126,7422020Revenue 2021: $8,489,669Expenses 2021: $3,250,400Net Income 2021: $5,239,2692021Revenue 2022: $3,601,243Expenses 2022: $3,923,905Net Income 2022: -$322,6622022Revenue 2023: $3,510,674Expenses 2023: $4,792,349Net Income 2023: -$1,281,6752023Revenue 2024: $3,948,717Expenses 2024: $4,617,237Net Income 2024: -$668,5202024

Highlighted filing

2017

Revenue$2,098,469
Expenses$1,697,641
Net Income$400,828
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 19, 2018
Return Version
2016v3.1
Gross Receipts
$2,319,711
Mission and Program Overview

Mission

Promote excellence in education and help utah students prepare for post- secondary education.

Promote excellence in education and help utah students prepare for post-secondary education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$50,329$727,906▲ $677,577
Cash and Non-Interest-Bearing Accounts$659,447$639,839▼ $19,608
Land, Buildings, and Equipment, Net$0$294,921▲ $294,921
Prepaid Expenses and Deferred Charges$64,443$0▼ $64,443
Inventories for Sale or Use$20,216$12,168▼ $8,048
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$794,435$1,674,834▲ $880,399
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$63,007$543,470▲ $480,463
Grants Payable$132,500$131,608▼ $892
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$195,507$675,078▲ $479,571
Net Assets / Fund Balance
Temporarily Rstr Net Assets$96,240$614,743▲ $518,503
Unrestricted Net Assets$502,688$385,013▼ $117,675
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$598,928$999,756▲ $400,828
Total Liabilities and Net Assets / Fund Balance$794,435$1,674,834▲ $880,399

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$294,921$147,460-
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Robert H GarffChairman
Richard L FolkersonPresident/exec. Director
Alan HallBoard Member
James J JardineBoard Member
Jesselie B AndersonBoard Member
Linda MariottiBoard Member
Nolan E KarrasBoard Member
Richard E KendallBoard Member
Pam HigginsonSecretary
Howard LoweTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,082,277
Program Service Revenue
$0
Investment Income
$246
Other Revenue
$15,946
All Other Contributions
$1,964,277
Change in Net Assets
$400,828

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
Other Non Cash Contri Table73$125,000Cash Value
Other Non Cash Contri Table21,395$19,313Redemption Value
Total Noncash Contributions21,468$144,313-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,098,469
Revenue Not Reported on Form 990
$397,369
Total Revenue per Audited Statements
$2,495,838
Total Revenue per Form 990
$2,098,469
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,132,455
Salaries, Compensation, and Employee Benefits$409,215
Grants and Similar Amounts Paid$155,971
Total Fundraising Expense$146,389
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$224,068$40,090$145,057$409,215
Grants to Domestic Individuals$152,736--$152,736
Depreciation Depletion$147,460--$147,460
Advertising$29,845$99,515-$129,360
Office Expenses$93,514$19,150$35$112,699
Fees for Services Other$68,474$33,430-$101,904
Travel$31,387$6,929$1,007$39,323
Other Expenses$33$4,190$290$4,223
Grants to Domestic Orgs$3,235--$3,235
Insurance-$2,639-$2,639
Total Functional Expenses$1,335,434$215,818$146,389$1,697,641

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,053,013
Expenses per Audited Statements$1,697,641
Total Expenses per Form 990$1,697,641
Expenses Not Reported on Form 990$355,372
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$237,188
Fundraising Direct Expenses$221,242
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fishing the Gre$226,188$183,188$70,756$112,432
Hole in One Cha$129,000$54,000$9,023$44,977
Total Events$355,188$237,188$221,242$15,946
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

990 Part VI, Line 19 - Disclosure of Governing Documents

“The organization's governing documents and financial statements are available upon request”

990 Part VI, Line 11A - Organization Process to Review the 990

“The board members receive copies of the audit report and the form 990. The form 990 is reconciled to the audited financial statements and reviewed by the officers of the foundation.”

990 Part VI, Line 2 - Family Relationships Disclosure

“Robert Garff related to Richard Folkerson (Father-in-Law/Son-in-Law)”

Filing and Contact Details

Filer

Filer Name
Success in Education Foundation
EIN
45-3567196
In Care Of
% HOWARD LOWE
Phone
8012573414
Address
111 EAST BROADWAY Suite 900, SALT LAKE CITY, UT 84111

Signing Officer

Name
Richard L Folkerson
Title
President
Phone
8012573414
Signed
2018-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard L Folkerson
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
325

Preparer

Firm
Bdo USA Llp
Address
299 S MAIN ST 10TH FLOOR, SALT LAKE CITY, UT 84111
Preparer
Joanna Johnston
Phone
8012691818
Supplemental Narrative

Additional Explanations

.

“.”

Financial Statement Notes

990 Schedule D Part XIII - Fin 48 Footnote

“The foundation believes it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements.”

990 Schedule D Line 2D - Other Amounts Included on Line 1

“Temporarily restricted net assets released from restrictions $41,997”

Raw XML AppendixShowing 400 of 568 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/Desc0ROAD TO SUCCESS: THE GOAL OF THE PROGRAM IS TO PROVIDE INCENTIVES TO HELP STUDENTS ACHIEVE ACADEMIC GOALS, WITH AN EMPHASIS ON READING. THE PROGRAM IS INVOLVED WITH OVER 160 ELEMENTARY SCHOOLS AND MORE THAN 165,000 STUDENTS AND 11,000 EDUCATION FACULTY AND STAFF. THE PROGRAM HELPS TO IMPROVE LITERACY, VOCABULARY, AND COMMUNICATION SKILLS BY ENCOURAGING DAILY AND LIFELONG READING HABITS. THE PROGRAM HAS SUPPLIED THOUSANDS OF BOOKS TO ELEMENTARY SCHOOLS AS WELL AS PROVIDED OVER 880 GRAND PRIZE REWARDS FOR ACHIEVEMENT.
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IRS990/MissionDesc0PROMOTE EXCELLENCE IN EDUCATION AND HELP UTAH STUDENTS PREPARE FOR POST-SECONDARY EDUCATION.
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IRS990/OtherExpensesGrp/Desc0PRIZES & AWARDS-STUDENTS
IRS990/OtherExpensesGrp/Desc1ASSEMBLIES
IRS990/OtherExpensesGrp/Desc2MEALS & ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc3BANK FEES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09875
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IRS990/OtherExpensesGrp/ProgramServicesAmt14127
IRS990/OtherExpensesGrp/ProgramServicesAmt28313
IRS990/OtherExpensesGrp/ProgramServicesAmt333
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IRS990/OtherExpensesGrp/TotalAmt14127
IRS990/OtherExpensesGrp/TotalAmt218478
IRS990/OtherExpensesGrp/TotalAmt34223
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0145057
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt040090
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0224068
IRS990/OtherSalariesAndWagesGrp/TotalAmt0409215
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt064443
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0RICHARD L FOLKERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0KEYS TO SUCCESS: THE GOAL OF THE PROGRAM IS TO INSPIRE CHANGE IN STUDENTS' LIVES BY MOTIVATING, RECOGNIZING, AND REWARDING THEM FOR THEIR IMPROVEMENTS IN EDUCATIONAL PERFORMANCE. ACADEMIC SCHOLARSHIPS WERE AWARDED TO 216 STUDENTS DURING THE YEAR. THE PROGRAM ALSO SPONSORED 62 ASSEMBLIES, 5 TELEVISION EVENTS, AND 4 PUBLIC SERVICE ANNOUNCEMENTS PROMOTING EDUCATION. THE PROGRAM PROVIDED 62 GRAND PRIZES PLUS 5 OVERALL GRAND PRIZES FOR EXCEPTIONAL ACHIEVEMENT OF EDUCATIONAL RELATED GOALS. OVER 34,000 KEY CARDS, REDEEMABLE FOR PRIZES AND INCENTIVES WERE AWARDED AND REDEEMED. IT IS ESTIMATED THAT HUNDREDS OF THOUSANDS OF HIGH SCHOOL STUDENTS HAVE BENEFITED FROM THIS PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0862382
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03025
IRS990/ProgSrvcAccomActy3Grp/Desc0THE GOAL OF THE PROGRAM IS TO BRIDGE THE GAP BETWEEN EDUCATION AND INDUSTRY BY GETTING STUDENTS INTERESTED IN PROGRAMMING AND SETTING THEM ON A SUCCESSFUL EDUCATIONAL PATHWAY IN COMPUTER SCIENCE. PROVIDES STUDENTS WITH THE OPPORTUNITY TO ACCESS CODING TRAINING MODULES, OBTAIN ONE-ON-ONE MENTORING FROM EXPERTS, AND TAKE ADVANTAGE OF NETWORKING OPPORTUNITES TO PURSUE INTERNSHIPS THROUGH A SUMMER CODING BOOT CAMP. THE PROGRAM WAS IN 10 SCHOOL DISTRICTS AND SERVED 427 STUDENTS. ACADEMIC SCHOLARSHIPS WERE AWARDED TO 30 STUDENTS DURING THE YEAR. THE PROGRAM PROVIDED CERTIFICATES OF COMPLETION FROM BOTTEGA TO 387 STUDENTS. THIS CERTIFICATE IS ACCOMPANIED WITH A LETTER OF COMPLETION OF THE FIRST OF THREE STACKABLE CREDENTIALS PROVIDED BY BOTTEGA. COMPLETION OF THE FIRST OF THREE STACKABLE CREDENTIALS PROVIDED BY BOTTEGA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0139336
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYContributionsGrantsAmt01801028
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt0216
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IRS990/PYOtherExpensesAmt0975820
IRS990/PYOtherRevenueAmt0-86425
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0154879
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IRS990/PYTotalExpensesAmt01559940
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IRS990/PYTotalRevenueAmt01714819
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0400828
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01801028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01596656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01504340
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07798786
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0246
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0130
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IRS990ScheduleA/TotalSupportAmt07799704
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IRS990ScheduleD/DonatedServicesUseFcltsAmt0355372
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IRS990ScheduleD/ExpensesNotReportedAmt0355372
IRS990ScheduleD/ExpensesSubtotalAmt01697641
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherRevenueAmt041997
IRS990ScheduleD/RevenueNotReportedAmt0397369
IRS990ScheduleD/RevenueSubtotalAmt02098469
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TEMPORARILY RESTRICTED NET ASSETS RELEASED FROM RESTRICTIONS $41,997
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0990 SCHEDULE D PART XIII - FIN 48 FOOTNOTE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1990 SCHEDULE D LINE 2D - OTHER AMOUNTS INCLUDED ON LINE 1
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IRS990ScheduleD/TotalExpensesPerForm990Amt01697641
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,674,834
Liabilities
$675,078
Net assets
$999,756
Revenue
$2,098,469
Expenses
$1,697,641
Net income
$400,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.01$0.34$4.67$3.95$4.62$0.67
2023Detailed filing. Detailed filing data is available for this year.$5.60$0.26$5.34$3.51$4.79$1.28
2022Detailed filing. Detailed filing data is available for this year.$6.96$0.34$6.62$3.60$3.92$0.32
2021Detailed filing. Detailed filing data is available for this year.$7.56$0.75$6.82$8.49$3.25$5.24
2020Detailed filing. Detailed filing data is available for this year.$2.17$0.60$1.58$2.59$2.47$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.43$1.29$2.73$2.47$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.40$1.06$2.09$2.03$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.68$1.00$2.10$1.70$0.40
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.20$0.60$1.71$1.56$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.23$0.44$1.60$1.45$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.23$0.29$1.39$1.53$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.44$0.12$0.97
2012Summary only. Only limited summary data is available for this year.$0.44$0.24$0.20$0.57$0.38$0.20