Civic Intelligence

Wholeheart Inc

990EZ • Fiscal year 2017 • EIN 46-4300314

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 28, 2017

333 Atherton WayGreensboro, VT 05841

(802) 533-2478

Siviq Scores

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

Liabilities / Assets

84th percentile

0.23x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

60th percentile

7.9%

Higher net margin than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

90th percentile

86%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

104%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$41,708

Up $19,300 (+86%) from 2016

Net Assets

Up

$31,963

Up $10,937 (+52%) from 2016

Liabilities

Up

$9,745

Up $8,363 (+605%) from 2016

Revenue

Up

$137,885

Up $70,329 (+104%) from 2016

Expenses

Up

$126,948

Up $72,761 (+134%) from 2016

Net Income

Down

$10,937

Down $2,432 (-18%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $3,799Liabilities 2014: $412014Assets 2015: $7,629Liabilities 2015: $972Net Assets 2015: $6,6572015Assets 2016: $22,408Liabilities 2016: $1,382Net Assets 2016: $21,0262016Assets 2017: $41,708Liabilities 2017: $9,745Net Assets 2017: $31,9632017Assets 2018: $43,714Liabilities 2018: $16,830Net Assets 2018: $26,8842018Assets 2019: $54,544Liabilities 2019: $17,156Net Assets 2019: $37,3882019Assets 2020: $72,889Liabilities 2020: $22,333Net Assets 2020: $50,5562020Assets 2021: $91,350Liabilities 2021: $23,056Net Assets 2021: $68,2942021Assets 2022: $86,169Liabilities 2022: $42,537Net Assets 2022: $43,6322022Assets 2023: $61,468Liabilities 2023: $29,929Net Assets 2023: $31,5392023Assets 2024: $75,489Liabilities 2024: $21,064Net Assets 2024: $54,4252024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2017

Assets$41,708
Liabilities$9,745
Net Assets$31,963

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $53,338Expenses 2014: $49,580Net Income 2014: $3,7582014Revenue 2015: $54,416Expenses 2015: $53,030Net Income 2015: $1,3862015Revenue 2016: $67,556Expenses 2016: $54,187Net Income 2016: $13,3692016Revenue 2017: $137,885Expenses 2017: $126,948Net Income 2017: $10,9372017Revenue 2018: $151,982Expenses 2018: $157,061Net Income 2018: -$5,0792018Revenue 2019: $247,697Expenses 2019: $237,193Net Income 2019: $10,5042019Revenue 2020: $283,005Expenses 2020: $269,837Net Income 2020: $13,1682020Revenue 2021: $254,587Expenses 2021: $237,399Net Income 2021: $17,1882021Revenue 2022: $221,816Expenses 2022: $246,478Net Income 2022: -$24,6622022Revenue 2023: $301,731Expenses 2023: $314,494Net Income 2023: -$12,7632023Revenue 2024: $234,675Expenses 2024: $211,789Net Income 2024: $22,8862024Revenue 2025: $88,157Expenses 2025: $142,582Net Income 2025: -$54,4252025

Highlighted filing

2017

Revenue$137,885
Expenses$126,948
Net Income$10,937
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 28, 2017
Return Version
2016v3.0
Gross Receipts
$137,885
Mission and Program Overview

Mission

To develop and facilitate reflective leadership practices for organizations and individuals.

WholeHeart, Inc. connects, convenes and facilitates authentic conversations and experiential learning opportunities to support and strengthen individual resilience and

Program Services

DescriptionGrantsExpenses
Recent accomplishments include convening trainings in the WholeHeart Wellness Model, Intergenerational Leadership Exchanges and Circles of Trust in the Northeast Kingdom of Vermont.-$89,015
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA PASSMORE ALLEYPresidentPT$0--
TARA REYNOLDSTreasurerPT$0--
NEWCOMB GREENLEAFDirector-$0--
MARILYN WEBB NEAGLEYDirector-$0--
DAVID SCHWARTZDirector-$0--
ANN LINDNERDirector-$0--
KAREN HOLMESDirector-$0--
MARISSA COLSTONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
WholeHeart Inc
EIN
46-4300314
Phone
8025332478
Address
333 Atherton Way, Greensboro, VT 05841

Signing Officer

Name
Tara Reynolds
Title
Secretary
Phone
8025332478
Signed
2017-09-28
Discuss with paid preparer
Yes

Preparer

Firm
M Stuart & Associates Inc
Address
206 S Main St, Hardwick, VT 05843
Preparer
Michael Stuart CPA
Phone
8024726192
Supplemental Narrative

Additional Explanations

Other

Part I line 16 Please see supplemental schedule of Other Expenses attached to the return

Other

Part II line 24 Please see supplemental schedule of Other Assets attached to the return

Other

Part II line 26 Please see supplemental schedule of Other Liabilities attached to the return

Form 990EZ, Part I, Line 16

Office Expense 2866.

Form 990EZ, Part I, Line 16

Insurance 1109.

Form 990EZ, Part I, Line 16

Conferences, Conventions & Meetings 19846.

Form 990EZ, Part I, Line 16

Professional Development 1295.

Form 990EZ, Part I, Line 16

Memberships & Subscriptions 1279.

Form 990EZ, Part I, Line 16

Marketing 317.

Form 990EZ, Part I, Line 16

Depreciation 322.

Form 990EZ, Part I, Line 16

Supplies & Materials 4093.

Form 990EZ, Part II, Line 24

Accounts Receivable 600.

Form 990EZ, Part II, Line 24

Prepaid Expenses 6290.

Form 990EZ, Part II, Line 26

Payroll and related taxes 1382. 2895.

Form 990EZ, Part II, Line 26

Deferred Revenue 6850.

Raw XML Appendix216 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0TARA REYNOLDS
IRS990EZ/BooksInCareOfDetail/PhoneNum08025332478
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 Atherton Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Greensboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005841
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021603
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt0805
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021026
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICIA PASSMORE ALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TARA REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NEWCOMB GREENLEAF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARILYN WEBB NEAGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANN LINDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KAREN HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARISSA COLSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06890
IRS990EZ/OtherExpensesTotalAmt031127
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WholeHeart, Inc. connects, convenes and facilitates authentic conversations and experiential learning opportunities to support and strengthen individual resilience and
IRS990EZ/PrintingPublicationsPostageAmt01671
IRS990EZ/ProgramServiceRevenueAmt053207
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Recent accomplishments include convening trainings in the WholeHeart Wellness Model, Intergenerational Leadership Exchanges and Circles of Trust in the Northeast Kingdom of Vermont.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089015
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt083696
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01382
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09745
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0126948
IRS990EZ/TotalProgramServiceExpensesAmt089015
IRS990EZ/TotalRevenueAmt0137885
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wholeheartinc.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt042500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt051878
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0159378
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt084678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt049720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt051878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0243373
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010427
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02860
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt067954
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt01836
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01836
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0153785
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt030000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt042500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt051878
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0159378
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0137885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053338
IRS990ScheduleA/Total509Grp/TotalAmt0313163
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0313195
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part I line 16 Please see supplemental schedule of Other Expenses attached to the return
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part II line 24 Please see supplemental schedule of Other Assets attached to the return
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Part II line 26 Please see supplemental schedule of Other Liabilities attached to the return
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expense 2866.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 1109.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, Conventions & Meetings 19846.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Professional Development 1295.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Memberships & Subscriptions 1279.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Marketing 317.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Depreciation 322.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Supplies & Materials 4093.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Receivable 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Prepaid Expenses 6290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Payroll and related taxes 1382. 2895.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Deferred Revenue 6850.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TARA REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08025332478
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WholeHeart Inc
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0464300314
ReturnHeader/Filer/PhoneNum08025332478
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 Atherton Way
ReturnHeader/Filer/USAddress/CityNm0Greensboro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005841
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F7CB0515A2D229BFA545A44DB1F7BEC77B642D9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId032987F3243948A4258C152FA2E2E4E81BF4E2C8C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.89.240.221
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:50:29
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M STUART & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0206 S Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hardwick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005843
ReturnHeader/PreparerPersonGrp/PhoneNum08024726192
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STUART CPA
ReturnHeader/ReturnTs02017-11-14T13:50:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.88$1.43$0.54
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.21$0.54$2.35$2.12$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.30$0.32$3.02$3.14$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.43$0.44$2.22$2.46$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.23$0.68$2.55$2.37$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.22$0.51$2.83$2.70$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.17$0.37$2.48$2.37$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.17$0.27$1.52$1.57$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.10$0.32$1.38$1.27$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.01$0.21$0.68$0.54$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.01$0.07$0.54$0.53$0.01
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.53$0.50$0.04