Civic Intelligence

Casa Academy Inc

990 • Fiscal year 2023 • EIN 46-1967299

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 16, 2024

Organization ProfileWWW.CASAACADEMY.ORG
8047 N 35th AvenuePhoenix, AZ 85051

(602) 892-5022

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.59x

Higher debt load relative to assets than 83% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

1.59x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$119,114

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

53rd percentile

6.6%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

20%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Flat

$9,924,592

Flat from 2023

Net Assets

Flat

$4,049,193

Flat from 2023

Liabilities

Flat

$5,875,399

Flat from 2023

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin74th percentile

Revenue

Flat

$3,699,985

Flat from 2023

Expenses

Flat

$2,984,876

Flat from 2023

Net Income

Flat

$715,109

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$10M$5.0M$0Assets 2013: $33,208Liabilities 2013: $6,5832013Assets 2014: $63,441Liabilities 2014: $44,981Net Assets 2014: $18,4602014Assets 2015: $522,819Liabilities 2015: $92,259Net Assets 2015: $430,5602015Assets 2016: $903,681Liabilities 2016: $75,910Net Assets 2016: $827,7712016Assets 2017: $1,113,844Liabilities 2017: $45,536Net Assets 2017: $1,068,3082017Assets 2018: $1,287,202Liabilities 2018: $41,466Net Assets 2018: $1,245,7362018Assets 2019: $1,581,365Liabilities 2019: $42,039Net Assets 2019: $1,539,3262019Assets 2020: $2,098,495Liabilities 2020: $234,511Net Assets 2020: $1,863,9842020Assets 2021: $8,245,763Liabilities 2021: $5,647,303Net Assets 2021: $2,598,4602021Assets 2022: $9,306,408Liabilities 2022: $5,972,324Net Assets 2022: $3,334,0842022Assets 2023: $9,924,592Liabilities 2023: $5,875,399Net Assets 2023: $4,049,1932023Assets 2023: $9,924,592Liabilities 2023: $5,875,399Net Assets 2023: $4,049,1932023

Highlighted filing

2023

Assets$9,924,592
Liabilities$5,875,399
Net Assets$4,049,193
Open 2023 Filing

Operations Trend

Revenue Growth70th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2013: $88,693Expenses 2013: $62,068Net Income 2013: $26,6252013Revenue 2014: $310,958Expenses 2014: $292,498Net Income 2014: $18,4602014Revenue 2015: $1,197,716Expenses 2015: $1,018,279Net Income 2015: $179,4372015Revenue 2016: $1,719,062Expenses 2016: $1,321,851Net Income 2016: $397,2112016Revenue 2017: $1,487,975Expenses 2017: $1,247,438Net Income 2017: $240,5372017Revenue 2018: $1,378,620Expenses 2018: $1,201,192Net Income 2018: $177,4282018Revenue 2019: $1,477,195Expenses 2019: $1,183,605Net Income 2019: $293,5902019Revenue 2020: $1,606,839Expenses 2020: $1,282,181Net Income 2020: $324,6582020Revenue 2021: $2,660,195Expenses 2021: $1,925,719Net Income 2021: $734,4762021Revenue 2022: $3,088,830Expenses 2022: $2,353,206Net Income 2022: $735,6242022Revenue 2023: $3,699,985Expenses 2023: $2,984,876Net Income 2023: $715,1092023Revenue 2023: $3,699,985Expenses 2023: $2,984,876Net Income 2023: $715,1092023

Highlighted filing

2023

Revenue$3,699,985
Expenses$2,984,876
Net Income$715,109
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 16, 2024
Return Version
2022v5.0
Gross Receipts
$3,710,987
Mission and Program Overview

Mission

Casa academy exists to create empowered citizens of integrity ready for success in college, life, and society by providing a transformative education using authentic approaches that prepare students to overcome challenges, think critically, excel in academics, and become role models for their community.

Casa academy provides low income students with the early academic foundation and character skills necessary to graduate from college and succeed in life. At casa we are not just a school, but a movement to raise the bar for education in phoenix.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,371,200$6,237,583▼ $133,617
Cash and Non-Interest-Bearing Accounts$2,234,414$2,029,998▼ $204,416
Savings and Temporary Cash Investments$442,925$1,443,528▲ $1,000,603
Pledges and Grants Receivable$204,560$168,210▼ $36,350
Prepaid Expenses and Deferred Charges$53,309$45,273▼ $8,036
Total Assets$9,306,408$9,924,592▲ $618,184
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,850,415$5,737,899▼ $112,516
Accounts Payable and Accrued Expenses$121,909$137,500▲ $15,591
Total Liabilities$5,972,324$5,875,399▼ $96,925
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,241,646$3,986,117▲ $744,471
Net Assets With Donor Restrictions$92,438$63,076▼ $29,362
Total Net Assets Fund Balance$3,334,084$4,049,193▲ $715,109
Total Liabilities and Net Assets / Fund Balance$9,306,408$9,924,592▲ $618,184

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,566,044$371,884$5,937,928
Land$652,087-$652,087
Equipment$19,452$17,783$37,235
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tacey Clayton CundyCEOFT$99,968$19,146$119,114

Board Members and Trustees

NameTitle
Mark TuckerChair
Daniel BrownVice Chair
Evan HuntMember
Kathryn EvansMember
Lisa OsselaerMember
Michael CampilloMember
Michael RooseveltMember
Madison MajorMermber

Highest Paid Contractors

ContractorServicesLocationCompensation
Event SourceTransporationPO BOX 31934, Phoenix, AZ 85046$255,040
L&m Food Management ServiceFood Service3208 E BELL RD, Phoenix, AZ 85032$173,374
Revenue and Support

Revenue Composition

Contributions and Grants
$3,505,478
Program Service Revenue
$142,499
Investment Income
$603
Other Revenue
$51,405
All Other Contributions
$25,248
Change in Net Assets
$715,109

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,699,985
Total Revenue per Audited Statements
$3,699,985
Total Revenue per Form 990
$3,699,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,700,130
Salaries, Compensation, and Employee Benefits$1,284,746
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$849,406$170,006-$1,019,412
Office Expenses$450,637$31,576-$482,213
Fees for Services Other$376,658$99,298-$475,956
Interest$307,948$34,216-$342,164
Depreciation Depletion$140,797$15,654-$156,451
Occupancy$133,159$14,795-$147,954
Current Officers, Directors, Trustees, and Key Employees-$118,450-$118,450
Payroll Taxes$64,980$22,067-$87,047
Other Employee Benefits$49,005$10,832-$59,837
Fees for Services Accounting-$51,580-$51,580
Insurance-$24,652-$24,652
Conferences and Meetings$2,331$7,224-$9,555
Fees for Services Legal-$5,087-$5,087
Advertising$4,518--$4,518
Total Functional Expenses$2,379,439$605,437$0$2,984,876

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,984,876
Total Expenses per Audited Statements$2,984,876
Total Expenses per Form 990$2,984,876
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$62,407
Fundraising Direct Expenses$11,002
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Event$77,033$62,407$6,405$56,002
Total Events$77,033$62,407$11,002$51,405
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
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, Page 6, Part VI, Line 11B

“The organization's ceo reviews and approves the form 990 prior to filing. In addition, the form 990 is provided to all members of the financing committee for comment prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Casa academy consistently monitors and enforces compliance with the conflict of interest policy by having board members sign a conflict of interest statement each year and by providing trainings on conflict of interest from the high bar and arizona charter schools association.”

Form 990, Page 6, Part VI, Line 15A

“The compensation amounts of all top management officials are reviewed and approved by the governing board. In addition, a salary comparison analysis is performed for all positions in order to determine compensation amounts.”

Form 990, Page 6, Part VI, Line 15B

“The compensation amounts of all top management officials and key employees are reviewed and approved by the governing board. In addition, a salary comparison analysis is performed for all positions in order to determine compensation amounts.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Casa Academy Inc
EIN
46-1967299
Phone
6028925022
Address
8047 N 35TH AVENUE, PHOENIX, AZ 85051

Signing Officer

Name
Tacey Clayton Cundy
Title
CEO
Phone
6028925022
Signed
2024-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tacey Clayton Cundy
Formed
2012
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
12
Employees
44

Preparer

Firm
Aspire Business Consultants
Address
17505 N 79TH AVE STE 405, GLENDALE, AZ 85308
Preparer
Heather Jones
Phone
6028812483
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Casa academy provides low income students with the early academic foundation and character skills necessary to graduate from college and succeed in life. At casa we are not just a school, but a movement to raise the bar for education in phoenix.”

Form 990, Part IX, Line 11G

“Other fees 376,658 99,298 0”

Raw XML AppendixShowing 400 of 450 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/OfficeExpensesGrp/TotalAmt0482213
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010832
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt049005
IRS990/OtherEmployeeBenefitsGrp/TotalAmt059837
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0170006
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0849406
IRS990/OtherSalariesAndWagesGrp/TotalAmt01019412
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022067
IRS990/PayrollTaxesGrp/ProgramServicesAmt064980
IRS990/PayrollTaxesGrp/TotalAmt087047
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IRS990/PrincipalOfficerNm0TACEY CLAYTON CUNDY
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IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1UNIFORM FEES
IRS990/ProgramServiceRevenueGrp/Desc2AFTER SCHOOL CARE
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0106029
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020771
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110595
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25104
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0106029
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120771
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210595
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35104
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IRS990/PYContributionsGrantsAmt02926276
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0443
IRS990/PYOtherExpensesAmt01403230
IRS990/PYOtherRevenueAmt031939
IRS990/PYProgramServiceRevenueAmt0130172
IRS990/PYRevenuesLessExpensesAmt0735624
IRS990/PYSalariesCompEmpBnftPaidAmt0949976
IRS990/PYTotalExpensesAmt02353206
IRS990/PYTotalRevenueAmt03088830
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IRS990/ReconcilationRevenueExpnssAmt0715109
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0142499
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IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0371884
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IRS990ScheduleD/EquipmentGrp/BookValueAmt019452
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017783
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt037235
IRS990ScheduleD/ExpensesSubtotalAmt02984876
IRS990ScheduleD/LandGrp/BookValueAmt0652087
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0652087
IRS990ScheduleD/RevenueSubtotalAmt03699985
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06237583
IRS990ScheduleD/TotalExpensesPerForm990Amt02984876
IRS990ScheduleD/TotalRevenuePerForm990Amt03699985
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03699985
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02984876
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE. THE ORGANIZATION USES THE INTERNET RATHER THAN NEWSPAPER OR BROADCAST MEDIA BECAUSE IT IS A MORE EFFECTIVE WAY TO CONTACT THE PUBLIC IN THE AREA IT SERVES.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT PROVIDE SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION RECEIVES REVENUE FROM THE STATE OF ARIZONA FOR STATE EQUALIZATION ASSISTANCE, CLASSROOM SITE FUNDS, INSTRUCTIONAL IMPROVEMENT FUNDS, AND FEDERAL ASSISTANCE FROM GRANTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt014626
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt014626
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011002
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04597
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04597
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL EVENT
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt062407
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051405
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06405
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06405
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASA ACADEMY PROVIDES LOW INCOME STUDENTS WITH THE EARLY ACADEMIC FOUNDATION AND CHARACTER SKILLS NECESSARY TO GRADUATE FROM COLLEGE AND SUCCEED IN LIFE. AT CASA WE ARE NOT JUST A SCHOOL, BUT A MOVEMENT TO RAISE THE BAR FOR EDUCATION IN PHOENIX.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S CEO REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING. IN ADDITION, THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE FINANCING COMMITTEE FOR COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CASA ACADEMY CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY HAVING BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR AND BY PROVIDING TRAININGS ON CONFLICT OF INTEREST FROM THE HIGH BAR AND ARIZONA CHARTER SCHOOLS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION AMOUNTS OF ALL TOP MANAGEMENT OFFICIALS ARE REVIEWED AND APPROVED BY THE GOVERNING BOARD. IN ADDITION, A SALARY COMPARISON ANALYSIS IS PERFORMED FOR ALL POSITIONS IN ORDER TO DETERMINE COMPENSATION AMOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPENSATION AMOUNTS OF ALL TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE GOVERNING BOARD. IN ADDITION, A SALARY COMPARISON ANALYSIS IS PERFORMED FOR ALL POSITIONS IN ORDER TO DETERMINE COMPENSATION AMOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER FEES 376,658 99,298 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt09924592
IRS990/TotalAssetsGrp/BOYAmt09306408
IRS990/TotalAssetsGrp/EOYAmt09924592
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt02984876
IRS990/TotalGrossUBIAmt00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,924,592
Liabilities
$5,875,399
Net assets
$4,049,193
Revenue
$3,699,985
Expenses
$2,984,876
Net income
$715,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$9.92$5.88$4.05$3.70$2.98$0.72
2023Summary only. Only limited summary data is available for this year.$9.92$5.88$4.05$3.70$2.98$0.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.31$5.97$3.33$3.09$2.35$0.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.25$5.65$2.60$2.66$1.93$0.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.23$1.86$1.61$1.28$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.04$1.54$1.48$1.18$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.04$1.25$1.38$1.20$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.05$1.07$1.49$1.25$0.24
2016Summary only. Only limited summary data is available for this year.$0.90$0.08$0.83$1.72$1.32$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.09$0.43$1.20$1.02$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.04$0.02$0.31$0.29$0.02
2013Summary only. Only limited summary data is available for this year.$0.03$0.01$0.09$0.06$0.03