Civic Intelligence

Illustrative Mathematics

990 • Fiscal year 2020 • EIN 46-3513958

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileWWW.ILLUSTRATIVEMATHEMATICS.ORG
PO Box 69822Oro Valley, AZ 85737-0022

(240) 893-9876

Siviq Scores

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

Liabilities / Assets

48th percentile

0.20x

Higher debt load relative to assets than 48% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.07x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

57th percentile

6.7%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

85th percentile

$367,406

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

88th percentile

42%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

22%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets48th percentile

Assets

Flat

$3,352,998

Flat from 2020

Net Assets

Flat

$2,691,348

Flat from 2020

Liabilities

Flat

$661,650

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin57th percentile

Revenue

Flat

$10,171,672

Flat from 2020

Expenses

Flat

$9,489,259

Flat from 2020

Net Income

Flat

$682,413

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$15M$10M$5.0M$0Assets 2014: $261,777Liabilities 2014: $9,128Net Assets 2014: $252,6492014Assets 2015: $806,508Liabilities 2015: $280,224Net Assets 2015: $526,2842015Assets 2016: $1,708,481Liabilities 2016: $530,815Net Assets 2016: $1,177,6662016Assets 2017: $1,940,885Liabilities 2017: $256,262Net Assets 2017: $1,684,6232017Assets 2018: $3,132,397Liabilities 2018: $950,225Net Assets 2018: $2,182,1722018Assets 2019: $2,353,593Liabilities 2019: $344,658Net Assets 2019: $2,008,9352019Assets 2020: $3,352,998Liabilities 2020: $661,650Net Assets 2020: $2,691,3482020Assets 2020: $3,352,998Liabilities 2020: $661,650Net Assets 2020: $2,691,3482020Assets 2021: $5,801,016Liabilities 2021: $1,264,224Net Assets 2021: $4,536,7922021Assets 2022: $13,760,014Liabilities 2022: $1,960,765Net Assets 2022: $11,799,2492022Assets 2023: $12,653,315Liabilities 2023: $2,247,183Net Assets 2023: $10,406,1322023Assets 2024: $11,662,373Liabilities 2024: $3,037,973Net Assets 2024: $8,624,4002024

Highlighted filing

2020

Assets$3,352,998
Liabilities$661,650
Net Assets$2,691,348
Open 2020 Filing

Operations Trend

Revenue Growth79th percentile

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

$30M$20M$10M$0-$10MRevenue 2014: $451,198Expenses 2014: $198,549Net Income 2014: $252,6492014Revenue 2015: $1,847,515Expenses 2015: $2,235,602Net Income 2015: -$388,0872015Revenue 2016: $2,963,812Expenses 2016: $2,312,430Net Income 2016: $651,3822016Revenue 2017: $4,737,485Expenses 2017: $4,230,528Net Income 2017: $506,9572017Revenue 2018: $6,212,428Expenses 2018: $5,714,879Net Income 2018: $497,5492018Revenue 2019: $8,346,929Expenses 2019: $9,092,924Net Income 2019: -$745,9952019Revenue 2020: $10,171,672Expenses 2020: $9,489,259Net Income 2020: $682,4132020Revenue 2020: $10,171,672Expenses 2020: $9,489,259Net Income 2020: $682,4132020Revenue 2021: $11,729,780Expenses 2021: $9,884,336Net Income 2021: $1,845,4442021Revenue 2022: $21,282,852Expenses 2022: $14,020,395Net Income 2022: $7,262,4572022Revenue 2023: $16,882,710Expenses 2023: $18,275,827Net Income 2023: -$1,393,1172023Revenue 2024: $18,776,208Expenses 2024: $20,557,940Net Income 2024: -$1,781,7322024

Highlighted filing

2020

Revenue$10,171,672
Expenses$9,489,259
Net Income$682,413
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$10,197,203
Mission and Program Overview

Mission

At illustrative mathematics we are committed to creating a world where learners know, use, and enjoy mathematics. We craft and deliver high-quality educational resources for teachers and students by developing great people who work in spirited (continued on sch o) teams to do extraordinary things.

Illustrative mathematics is a discerning community of educators dedicated to (continued on sch o) the coherent learning of mathematics. We craft and deliver high quality educational resources for teachers and students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$300,033$2,200,037▲ $1,900,004
Accounts Receivable$613,335$663,266▲ $49,931
Cash and Non-Interest-Bearing Accounts$274,281$329,189▲ $54,908
Prepaid Expenses and Deferred Charges$65,826$110,506▲ $44,680
Pledges and Grants Receivable$1,100,000$50,000▼ $1,050,000
Total Assets$2,353,593$3,352,998▲ $999,405
Other Assets Total$118$0▼ $118
Liabilities
Accounts Payable and Accrued Expenses$288,408$410,372▲ $121,964
Deferred Revenue$56,250$251,278▲ $195,028
Total Liabilities$344,658$661,650▲ $316,992
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-689$2,183,998▲ $2,184,687
Net Assets With Donor Restrictions$2,009,624$507,350▼ $1,502,274
Total Net Assets Fund Balance$2,008,935$2,691,348▲ $682,413
Total Liabilities and Net Assets / Fund Balance$2,353,593$3,352,998▲ $999,405
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William MccallumCEOFT$300,229$67,176$367,405
Kristin UmlandPresident, CPO, VP Product StrategyFT$222,100$36,142$258,242
Kristen WelchCFO and Vice PresidentFT$202,722$52,149$254,871
Karl NelsonVice President, COO and CTOFT$184,140$50,179$234,319
Kari FinesDirector of OperationsFT$145,326$18,548$163,874
Katherine NowakContent Development DirectorFT$139,575$23,758$163,333
Trisha ThomasVice PresidentFT$135,816$26,074$161,890
Olivia RussellDirector of Im Certified Partnership-$133,055$27,869$160,924
Olivia RussellDirector of Im Certified PartnershipsFT$146,155$14,768$160,923
Brendan SheanSoftware EnginnerFT$136,465$16,927$153,392
Eric ConnallySoftware EnginnerFT$140,984$9,376$150,360

Board Members and Trustees

NameTitle
Barbara ChowDirector
Cynthia NavaDirector
Denise WalstonDirector
Dominick SekichDirector
Gregg LevinDirector
Heather HillDirector
LISA O'MASTADirector
Lisa CarmonaDirector
George ZettlerTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$6,040,514
Program Service Revenue
$4,156,345
Investment Income
$315
Other Revenue
$-25,502
All Other Contributions
$5,124,814
Change in Net Assets
$682,413

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,273,167
Revenue Not Reported on Financial Statements
$898,505
Revenue Not Reported on Form 990
$25,531
Other Revenue Adjustments
$898,505
Total Revenue per Audited Statements
$9,298,698
Total Revenue per Form 990
$10,171,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,796,445
Other Expenses$3,692,814
Total Fundraising Expense$26,807
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,398,790$520,423$6,693$3,925,906
Fees for Services Other$2,630,819$121,808-$2,752,627
Current Officers, Directors, Trustees, and Key Employees$875,299$383,057$18,370$1,276,726
Payroll Taxes$276,671$50,218$1,502$328,391
Advertising$241,908$44,290-$286,198
Other Employee Benefits$218,794$46,388$240$265,422
Travel$190,253$30,741-$220,994
Office Expenses$170,920$44,083-$215,003
Royalties$61,197$1,521$2$62,720
Information Technology$45,297$9,172-$54,469
Fees for Services Accounting-$29,370-$29,370
Other Expenses$0$22,389$0$22,389
Fees for Services Legal$2,867$9,041-$11,908
Insurance-$10,830-$10,830
Total Functional Expenses$8,127,020$1,335,432$26,807$9,489,259

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,489,259
Total Expenses per Audited Statements$8,616,285
Expenses per Audited Statements$8,590,754
Expenses Not Reported on Financial Statements$898,505
Other Expense Adjustments$898,505
Expenses Not Reported on Form 990$25,531
International Activity

International Summary

Offices
0
Employees
1
Spending
$89,605

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesCurriculum and Content Management System Development.01$89,605
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
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, Part VI, Section B, Line 11B

“The audit committee will review and approve draft. Once that review process is completed, draft will be submitted to full board prior to submission.”

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

“Bylaws stipulate procedures of duty to disclose, determining whether a conflict of interest exists, and addressing the conflict of interest. The bylaws require this review and process be done annually.”

Form 990, Part VI, Section B, Line 15

“The organization uses a compensation survey to establish compensation for the president and ceo. This is reviewed by the compensation committee of the board; salary recommendations are made to the full board for approval. The president's and ceo's compensation was last reviewed in january 2021. Compensation for other officers of the organization are determined by the ceo who uses a compensation survey and comparability data. Other officer compensation was last reviewed in december 2020.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Illustrative Mathematics
EIN
46-3513958
Phone
2408939876
Address
PO BOX 69822, ORO VALLEY, AZ 85737-0022

Signing Officer

Name
Kristen Welch
Title
CFO
Phone
2408939876
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Mccallum
Formed
2013
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
9
Employees
47
Volunteers
9

Preparer

Firm
Eide Bailly Llp
Address
1850 N CENTRAL AVE STE 400, PHOENIX, AZ 85004-4624
Preparer
Brenda Ann Blunt CPA
Phone
6022645844
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Content development: program service expenses 654,692. Management and general expenses 0. Fundraising expenses 0. Total expenses 654,692. Employee development: program service expenses 0. Management and general expenses 7,967. Fundraising expenses 0. Total expenses 7,967. Facilitators: program service expenses 933,797. Management and general expenses 41,757. Fundraising expenses 0. Total expenses 975,554. Hr services: program service expenses 29,700. Management and general expenses 66,930. Fundraising expenses 0. Total expenses 96,630. Professional development costs: program service expenses 252,688. Management and general expenses 84. Fundraising expenses 0. Total expenses 252,772. Project management & other: program service expenses 738,372. Management and general expenses 2,550. Fundraising expenses 0. Total expenses 740,922. Software development: program service expenses 21,570. Management and general expenses 2,520. Fundraising expenses 0. Total expenses 24,090.”

Financial Statement Notes

PART X, LINE 2:

“Management believes that it has appropriate support for any income tax positions taken, and, as such, does not have any uncertain tax positions that are material to the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 25,531.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Cost of professional development 898,505.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 25,531.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Cost of professional development 898,505.”

Raw XML AppendixShowing 400 of 722 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/ActivityOrMissionDesc0ILLUSTRATIVE MATHEMATICS IS A DISCERNING COMMUNITY OF EDUCATORS DEDICATED TO (CONTINUED ON SCH O) THE COHERENT LEARNING OF MATHEMATICS. WE CRAFT AND DELIVER HIGH QUALITY EDUCATIONAL RESOURCES FOR TEACHERS AND STUDENTS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12204272
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13136426
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18152982
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO AND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT, CPO, VP PRODUCT STRATEGY
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT, COO AND CTO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SOFTWARE ENGINNER
IRS990/Form990PartVIISectionAGrp/TitleTxt15SOFTWARE ENGINNER
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF IM CERTIFIED PARTNERSHIPS
IRS990/Form990PartVIISectionAGrp/TitleTxt18CONTENT DEVELOPMENT DIRECTOR
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AT ILLUSTRATIVE MATHEMATICS WE ARE COMMITTED TO CREATING A WORLD WHERE LEARNERS KNOW, USE, AND ENJOY MATHEMATICS. WE CRAFT AND DELIVER HIGH-QUALITY EDUCATIONAL RESOURCES FOR TEACHERS AND STUDENTS BY DEVELOPING GREAT PEOPLE WHO WORK IN SPIRITED (CONTINUED ON SCH O) TEAMS TO DO EXTRAORDINARY THINGS.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt0170920
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt046388
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0218794
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0265422
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
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IRS990/OtherExpensesGrp/FundraisingAmt10
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IRS990/OtherExpensesGrp/ProgramServicesAmt014205
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IRS990/OtherExpensesGrp/TotalAmt122389
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0520423
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03398790
IRS990/OtherSalariesAndWagesGrp/TotalAmt03925906
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01502
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt050218
IRS990/PayrollTaxesGrp/ProgramServicesAmt0276671
IRS990/PayrollTaxesGrp/TotalAmt0328391
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01100000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt050000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt065826
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0110506
IRS990/PrincipalOfficerNm0WILLIAM MCCALLUM
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IRS990/ProgramServiceRevenueGrp/Desc0PROFESSIONAL DEVELOPMENT
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IRS990/ProgramServiceRevenueGrp/Desc2CONSULTING SERVICES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11484816
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROFESSIONAL SERVICES: IM CONTINUED PROVIDING CONSULTING SERVICES TO CLIENTS IN THE EDUCATION SECTOR.IN 2020, PROFESSIONAL DEVELOPMENT FOR THE FOLLOWING TOPICS WERE DEVELOPED AND DELIVERED TO OVER 15,000 TEACHERS ACROSS 1,866 EVENTS: - IM K-5 MATH (TM) - IM K-6 MATH (TM) - IM ALGEBRA 1, GEOMETRY, ALGEBRA 2IM ALSO CERTIFIED 39 FACILITATORS TO DELIVER HIGH-QUALITY PROFESSIONAL LEARNING EXPERIENCES.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02599958
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IRS990/PYOtherRevenueAmt095399
IRS990/PYProgramServiceRevenueAmt02964146
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0682413
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01530885
IRS990/RoyaltiesGrp/FundraisingAmt02
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt01521
IRS990/RoyaltiesGrp/ProgramServicesAmt061197
IRS990/RoyaltiesGrp/TotalAmt062720
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0300033
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02200037
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SCHEDULE A, PART II WAS PREPARED FOR A SHORT YEAR RETURN IN 2018. (7/1/18 TO 12/31/18)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06040514
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04123042
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04068443
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,352,998
Liabilities
$661,650
Net assets
$2,691,348
Revenue
$10,171,672
Expenses
$9,489,259
Net income
$682,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.7$3.04$8.62$18.8$20.6$1.78
2023Summary only. Only limited summary data is available for this year.$12.7$2.25$10.4$16.9$18.3$1.39
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$1.96$11.8$21.3$14.0$7.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$1.26$4.54$11.7$9.88$1.85
2020Detailed filing. Detailed filing data is available for this year.$3.35$0.66$2.69$10.2$9.49$0.68
2020Summary only. Only limited summary data is available for this year.$3.35$0.66$2.69$10.2$9.49$0.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.34$2.01$8.35$9.09$0.75
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.95$2.18$6.21$5.71$0.50
2017Summary only. Only limited summary data is available for this year.$1.94$0.26$1.68$4.74$4.23$0.51
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.53$1.18$2.96$2.31$0.65
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.28$0.53$1.85$2.24$0.39
2014Summary only. Only limited summary data is available for this year.$0.26$0.01$0.25$0.45$0.20$0.25