Civic Intelligence

Sequoia Adult School Scholars

990 • Fiscal year 2021 • EIN 45-4128140

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 05, 2022

Organization Profilewww.upwardscholars.org
855 Jefferson Ave Box 506Redwood City, CA 94064

(650) 254-6109

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.03x

Higher debt load relative to assets than 53% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.03x

Higher debt load relative to revenue than 51% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

60th percentile

19%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

94th percentile

$152,276

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

66th percentile

21%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

35%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$896,809

Up $157,218 (+21%) from 2020

Net Assets

Up

$866,340

Up $179,869 (+26%) from 2020

Liabilities

Down

$30,469

Down $22,651 (-43%) from 2020

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin60th percentile

Revenue

Up

$956,944

Up $248,638 (+35%) from 2020

Expenses

Up

$777,075

Up $254,367 (+49%) from 2020

Net Income

Down

$179,869

Down $5,729 (-3.1%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $111,380Net Assets 2014: $111,3802014Assets 2015: $150,542Liabilities 2015: $3,055Net Assets 2015: $147,4872015Assets 2016: $227,583Liabilities 2016: $31,655Net Assets 2016: $195,9282016Assets 2017: $321,210Liabilities 2017: $21,863Net Assets 2017: $299,3472017Assets 2018: $499,755Liabilities 2018: $13,050Net Assets 2018: $486,7052018Assets 2019: $506,813Liabilities 2019: $5,964Net Assets 2019: $500,8492019Assets 2020: $739,591Liabilities 2020: $53,120Net Assets 2020: $686,4712020Assets 2021: $896,809Liabilities 2021: $30,469Net Assets 2021: $866,3402021Assets 2022: $1,033,994Liabilities 2022: $17,674Net Assets 2022: $1,016,3202022Assets 2023: $1,439,965Liabilities 2023: $46,057Net Assets 2023: $1,393,9082023Assets 2024: $1,300,455Liabilities 2024: $56,008Net Assets 2024: $1,244,4472024

Highlighted filing

2021

Assets$896,809
Liabilities$30,469
Net Assets$866,340
Open 2021 Filing

Operations Trend

Revenue Growth67th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $97,278Expenses 2014: $45,941Net Income 2014: $51,3372014Revenue 2015: $143,388Expenses 2015: $107,281Net Income 2015: $36,1072015Revenue 2016: $211,045Expenses 2016: $162,604Net Income 2016: $48,4412016Revenue 2017: $322,592Expenses 2017: $219,173Net Income 2017: $103,4192017Revenue 2018: $468,319Expenses 2018: $280,898Net Income 2018: $187,4212018Revenue 2019: $383,455Expenses 2019: $370,691Net Income 2019: $12,7642019Revenue 2020: $708,306Expenses 2020: $522,708Net Income 2020: $185,5982020Revenue 2021: $956,944Expenses 2021: $777,075Net Income 2021: $179,8692021Revenue 2022: $1,190,906Expenses 2022: $1,040,926Net Income 2022: $149,9802022Revenue 2023: $1,688,819Expenses 2023: $1,321,450Net Income 2023: $367,3692023Revenue 2024: $1,152,558Expenses 2024: $1,310,899Net Income 2024: -$158,3412024

Highlighted filing

2021

Revenue$956,944
Expenses$777,075
Net Income$179,869
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 5, 2022
Return Version
2021v4.0
Gross Receipts
$956,944
Mission and Program Overview

Mission

To assist underserved students who have been enrolled in adult schools and community based organizations in san mateo county so they can continue their education in community college

Upward Scholars empowers low-income adults, mostly immigrants, by providing them financial, academic, and community support so they can continue their education, get better jobs, and serve as role models and advocates for their children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$434,268$591,414▲ $157,146
Investments in Publicly Traded Securities$305,323$305,395▲ $72
Total Assets$739,591$896,809▲ $157,218
Liabilities
Accounts Payable and Accrued Expenses$23,625$30,469▲ $6,844
Deferred Revenue$29,495--
Total Liabilities$53,120$30,469▼ $22,651
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$570,098$858,340▲ $288,242
Net Assets With Donor Restrictions$116,373$8,000▼ $108,373
Total Net Assets Fund Balance$686,471$866,340▲ $179,869
Total Liabilities and Net Assets / Fund Balance$739,591$896,809▲ $157,218

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$305,323$0▲ $72$0$305,395
2020$306,043$0▲ $950$0$305,323
2019$200,009$100,025▲ $6,009$0$306,043
2018$0$0→ $0$0$0
2017$0$0→ $0$0$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda PrietoExecutive DirectorFT$138,332$13,944$152,276

Board Members and Trustees

NameTitle
Erika PretellPresident
Amado FloresDirector
Angie Elizondo-BryantDirector
Anuj GaggarDirector
Julie HartsteinDirector
Matheus RiolfiDirector
Rodrigo EspinosaDirector
Stef Jacobson-WillisDirector
Wendy Keuhnl-OrtizDirector
Eric TakahaAssistant Treasurer
Manny AmoSecretary
Gabriel SwnkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$956,857
Program Service Revenue
$0
Investment Income
$87
Other Revenue
$0
All Other Contributions
$905,362
Change in Net Assets
$179,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$411,036
Grants and Similar Amounts Paid$268,250
Total Fundraising Expense$84,291
Other Expenses$81,669
Professional Fundraising Fees$16,120

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$262,250--$262,250
Other Salaries and Wages$183,975$10,958$12,251$207,184
Current Officers, Directors, Trustees, and Key Employees$78,293$37,141$39,145$154,579
Fees for Services Other$10,403$14,600$6,000$31,003
Payroll Taxes$19,227$3,692$3,567$26,486
Office Expenses$2,392$11,740$4,588$18,720
Other Employee Benefits$11,595$5,370$826$17,791
Fees for Services Professional Fundraising--$16,120$16,120
Fees for Services Accounting-$15,523-$15,523
Grants to Domestic Orgs$6,000--$6,000
Insurance$0$5,202$0$5,202
Pension Plan Contributions$4,343$349$304$4,996
Information Technology$0$4,300$602$4,902
Conferences and Meetings$0$4,809$1$4,810
Advertising$30$105$887$1,022
Other Expenses$56$156$0$212
Travel$0$150$0$150
Occupancy$0$125$0$125
Total Functional Expenses$578,564$114,220$84,291$777,075
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sequoia Adult SchoolMenlo Park, CA501(c)(3)Annual cash stipend for school to allocate on as-needed basis for Literacy books and GED test fees for SAS students.$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$16,120
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Section B, Line 11B

“Form 990 is sent to all board members. At the next board meeting the Treasurer or accountant is available to review and answer questions.”

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

“Board members are required to review, sign and date the policy on an annual basis, indicating that they understand the policy and will comply with it.”

Form 990, Part VI, Section B, Line 15

“Board reviews compensation for Executive Director annually and makes the decision about compensation using the Fair Pay Northern CA Nonprofits survey from Nonprofit Compensation Associates.”

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
Upward Scholars
EIN
45-4128140
Phone
6502546109
Address
855 Jefferson Ave Box 506, Redwood City, CA 94064

Signing Officer

Name
Linda Prieto
Title
Executive Director
Phone
6502546109
Signed
2022-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Prieto
Formed
2009
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
6
Volunteers
305

Preparer

Firm
Shelby Malvoso CPA
Address
360 Grand Ave 408, Oakland, CA 94610
Preparer
Shelby Malvoso
Phone
5104736240
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“Held in reserve to use in emergency”

Raw XML AppendixShowing 400 of 606 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/Desc0Student Support Upward Scholars has always helped students overcome barriers to an education that fits into their lives and goals. The Student Support program was expanded in 2020 to include Hardship Assistance to address the immediate need of food insecurity within our student population as coronavirus pandemic took hold. We sent hundreds of grocery store gift cards directly to students and provided stipends for internet service. The Move Up Initiative, begun in 2019, continues to provide career training with our NannyUp and Habla Más! programs. NannyUp gives talented, nurturing childcare providers the opportunity to advance in their careers as nannies. Habla Más!, provides Upward Scholars students the opportunity to make a steady source of income as Spanish language coaches. The initiative now includes another new program - BusinessUp. In partnership with Centro Community Partners, BusinessUp offers bootcamp workshops to provide students the skills they need to begin their own businesses.
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt087
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0305323
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0305395
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Upward Scholars empowers low-income adults, mostly immigrants, by providing them financial, academic, and community support so they can continue their education, get better jobs, and serve as role models and advocates for their children.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0686471
IRS990/NetAssetsOrFundBalancesEOYAmt0866340
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0570098
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0858340
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0125
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt0125
IRS990/OfficeExpensesGrp/FundraisingAmt04588
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011740
IRS990/OfficeExpensesGrp/ProgramServicesAmt02392
IRS990/OfficeExpensesGrp/TotalAmt018720
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0826
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05370
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011595
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017791
IRS990/OtherExpensesGrp/Desc0Other expenses
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0156
IRS990/OtherExpensesGrp/ProgramServicesAmt056
IRS990/OtherExpensesGrp/TotalAmt0212
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012251
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010958
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0183975
IRS990/OtherSalariesAndWagesGrp/TotalAmt0207184
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03567
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03692
IRS990/PayrollTaxesGrp/ProgramServicesAmt019227
IRS990/PayrollTaxesGrp/TotalAmt026486
IRS990/PensionPlanContributionsGrp/FundraisingAmt0304
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0349
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04343
IRS990/PensionPlanContributionsGrp/TotalAmt04996
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Linda Prieto
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarships Scholarships are provided to underserved students who have attended adult schools and community-based organizations in San Mateo county so they can continue their education in community college. Upward Scholars provides scholarships for laptop computers, textbooks, transportation parking and food vouchers for use in campus dining facilities.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0117856
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Student Safety Net In 2020 we added a new program to better meet the needs of the people we serve today and meet the future challenges of our changing economic landscape, especially given the pandemic's direct impact on our students. We launched our first ever student Safety Net Fund (SNF) to support students hardest hit by the pandemic. Students applied to receive support from the SNF to help them cover expenses related to rent, medical care, childcare, utilities, or food, so although they lost jobs and wages, they could continue with their college courses.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0221978
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0707380
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0147333
IRS990/PYInvestmentIncomeAmt0926
IRS990/PYOtherExpensesAmt092813
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0185598
IRS990/PYSalariesCompEmpBnftPaidAmt0274812
IRS990/PYTotalExpensesAmt0522708
IRS990/PYTotalProfFndrsngExpnsAmt07750
IRS990/PYTotalRevenueAmt0708306
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0179869
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0956857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0707380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0378737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0468319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0319621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02830914
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt087
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0926
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04718
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05819
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84995
IRS990ScheduleA/PublicSupportPY170Pct00.82349
IRS990ScheduleA/PublicSupportTotal170Amt02411087
IRS990ScheduleA/SubstantialContributorsTotAmt0419827
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0956857
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0707380
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0378737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0468319
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0319621
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02830914
IRS990ScheduleA/TotalSupportAmt02836733
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/BoardDesignatedBalanceEOYPct01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0305323
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0305395
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt072
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01670
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0306043
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0305323
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0950
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0200009

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$896,809
Liabilities
$30,469
Net assets
$866,340
Revenue
$956,944
Expenses
$777,075
Net income
$179,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.06$1.24$1.15$1.31$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.05$1.39$1.69$1.32$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.02$1.02$1.19$1.04$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.03$0.87$0.96$0.78$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.05$0.69$0.71$0.52$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.50$0.38$0.37$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$0.47$0.28$0.19
2017Summary only. Only limited summary data is available for this year.$0.32$0.02$0.30$0.32$0.22$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.03$0.20$0.21$0.16$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.14$0.11$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.10$0.05$0.05