Civic Intelligence

Usona Institute Inc.

990 • Fiscal year 2017 • EIN 47-1349730

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 08, 2018

Organization ProfileUSONAINSTITUTE.ORG
2800 Woods Hollow RoadMadison, WI 53711

(608) 233-1878

Siviq Scores

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

Liabilities / Assets

26th percentile

0.03x

Higher debt load relative to assets than 26% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.03x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

22nd percentile

$33,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

98th percentile

162%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

84%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$6,067,779

Up $3,752,054 (+162%) from 2016

Net Assets

Up

$5,888,638

Up $3,708,112 (+170%) from 2016

Liabilities

Up

$179,141

Up $43,942 (+33%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin95th percentile

Revenue

Up

$5,462,348

Up $2,493,383 (+84%) from 2016

Expenses

Up

$1,756,641

Up $1,005,921 (+134%) from 2016

Net Income

Up

$3,705,707

Up $1,487,462 (+67%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$200M$150M$100M$50M$0-$50MAssets 2014: $621,220Liabilities 2014: $0Net Assets 2014: $621,2202014Assets 2015: $11,560Liabilities 2015: $49,279Net Assets 2015: -$37,7192015Assets 2016: $2,315,725Liabilities 2016: $135,199Net Assets 2016: $2,180,5262016Assets 2017: $6,067,779Liabilities 2017: $179,141Net Assets 2017: $5,888,6382017Assets 2018: $8,709,925Liabilities 2018: $437,191Net Assets 2018: $8,272,7342018Assets 2019: $10,424,604Liabilities 2019: $1,280,926Net Assets 2019: $9,143,6782019Assets 2020: $26,382,122Liabilities 2020: $1,907,660Net Assets 2020: $24,474,4622020Assets 2021: $38,737,266Liabilities 2021: $9,305,742Net Assets 2021: $29,431,5242021Assets 2022: $71,860,814Liabilities 2022: $38,289,815Net Assets 2022: $33,570,9992022Assets 2023: $180,248,504Liabilities 2023: $109,128,421Net Assets 2023: $71,120,0832023Assets 2024: $148,230,819Liabilities 2024: $102,614,654Net Assets 2024: $45,616,1652024

Highlighted filing

2017

Assets$6,067,779
Liabilities$179,141
Net Assets$5,888,638
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$100M$50M$0-$50MRevenue 2014: $1,033,492Expenses 2014: $412,272Net Income 2014: $621,2202014Revenue 2015: $23,411Expenses 2015: $682,350Net Income 2015: -$658,9392015Revenue 2016: $2,968,965Expenses 2016: $750,720Net Income 2016: $2,218,2452016Revenue 2017: $5,462,348Expenses 2017: $1,756,641Net Income 2017: $3,705,7072017Revenue 2018: $7,411,772Expenses 2018: $5,025,271Net Income 2018: $2,386,5012018Revenue 2019: $6,286,708Expenses 2019: $5,756,156Net Income 2019: $530,5522019Revenue 2020: $20,488,196Expenses 2020: $7,601,395Net Income 2020: $12,886,8012020Revenue 2021: $18,840,870Expenses 2021: $13,878,540Net Income 2021: $4,962,3302021Revenue 2022: $21,184,086Expenses 2022: $17,065,106Net Income 2022: $4,118,9802022Revenue 2023: $54,880,999Expenses 2023: $17,293,190Net Income 2023: $37,587,8092023Revenue 2024: $7,949,536Expenses 2024: $33,737,459Net Income 2024: -$25,787,9232024

Highlighted filing

2017

Revenue$5,462,348
Expenses$1,756,641
Net Income$3,705,707
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 8, 2018
Return Version
2017v2.2
Gross Receipts
$5,524,315
Mission and Program Overview

Mission

Usona institute conducts and supports biochemical and clinical research to further the understanding of the therapeutic effects of psilocybin and other consciousness-expanding medicines. Our focus is on alleviating depression and anxiety in people for whom current medical treatments fall short in offering relief and a better quality of life.

Usona institute, inc. ("usona institute or the "institute") was incorporated on july 9, 2014 as a nonprofit corporation under the nonstock corporation law of the state of wisconsin. Usona institute has been organized to operate exclusively for charitable, scientific, and educational purposes, including, but not limited to, conducting and supporting medical, scientific, and social science research and education on medicines and practices to relieve mental and physical suffering and to improve the quality of life and management of health care through the application of treatments using safe and effective products, including those derived from plants and related materials. In addition, the institute qualifies as a "medical research organization" under section 170(b)(1)(a)(iii), as it has a principal purpose of conducting medical research and will be primarily engaged in medical research in conjunction with a section 501(c)(3) hospital.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,315,725$5,736,579▲ $3,420,854
Prepaid Expenses and Deferred Charges-$230,000-
Investments in Publicly Traded Securities-$101,200-
Total Assets$2,315,725$6,067,779▲ $3,752,054
Liabilities
Accounts Payable and Accrued Expenses$135,199$179,141▲ $43,942
Total Liabilities$135,199$179,141▲ $43,942
Net Assets / Fund Balance
Unrestricted Net Assets$2,180,526$5,888,638▲ $3,708,112
Total Net Assets Fund Balance$2,180,526$5,888,638▲ $3,708,112
Total Liabilities and Net Assets / Fund Balance$2,315,725$6,067,779▲ $3,752,054
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert JesseSecretaryPT$33,000$33,000

Board Members and Trustees

NameTitle
William a LintonPresident
Carey TurnbullBoard Member
Craig ChristiansonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,451,847
Program Service Revenue
$0
Investment Income
$8,876
Other Revenue
$1,625
All Other Contributions
$5,451,847
Change in Net Assets
$3,705,707

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
Securities Closely Held Stock1$5,040,000Fair Market Value
Securities Publicly Traded3$160,761Fair Market Value
Total Noncash Contributions4$5,200,761-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$854,736
Salaries, Compensation, and Employee Benefits$720,623
Grants and Similar Amounts Paid$181,282
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$427,773$94,598-$522,371
Fees for Services Other$449,261$2,229-$451,490
Other Employee Benefits$132,083$13,659-$145,742
Travel$57,758$57,758-$115,516
Office Expenses$73,994$40,144-$114,138
Foreign Grants$111,282--$111,282
Fees for Services Legal-$86,550-$86,550
Grants to Domestic Orgs$70,000--$70,000
Current Officers, Directors, Trustees, and Key Employees$33,000--$33,000
Payroll Taxes$13,889$5,621-$19,510
Conferences and Meetings$18,692--$18,692
Advertising$18,078--$18,078
Information Technology$6,876$6,876-$13,752
Occupancy-$11,206-$11,206
Fees for Services Accounting-$10,841-$10,841
Insurance-$9,326-$9,326
All Other Expenses$2,245$2,902-$5,147
Total Functional Expenses$1,414,931$341,710$0$1,756,641
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of California San Francisco FoundationSan Francisco, CA501(c)3Uscf Psilocybin Study$50,000
Willam a Linton Charitable FoundationMadison, WI501(c)3Initial Funding of the Foundation$20,000

International Summary

Offices
0
Employees
0
Spending
$0

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
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
Yes
Annual disclosure for covered persons
No
Audit committee
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
No
Other officer compensation reviewed
No
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 form 990 is reviewed by all members of the board of directors prior to filing, via an email routing process in which a pdf version is provided to all board members for review and comment.”

Form 990, Part VI, Section C, Line 19

“Policies are available upon request.”

Filing and Contact Details

Filer

Filer Name
Usona Institute Inc
EIN
47-1349730
Phone
6082331878
Address
2800 WOODS HOLLOW ROAD, MADISON, WI 53711

Signing Officer

Name
William a Linton
Title
President
Phone
6082331878
Signed
2018-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William a Linton
Formed
2014
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
6
Volunteers
0

Preparer

Firm
Smith & Gesteland Llp
Address
PO BOX 1764, MADISON, WI 53701
Preparer
Keith H Baumgartner
Phone
6088367500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional fees: program service expenses 449,261. Management and general expenses 2,229. Fundraising expenses 0. Total expenses 451,490.”

Raw XML Appendix386 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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IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt025000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt150000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt236282
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt2WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0SAPT LSD STUDY
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1TO SUPPORT RESEARCH RELATING TO AYAHUASCA AND PSYCHOLOGICAL TRAUMA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt2TO SUPPORT MEDICATION/SELF IN PSILOCYBIN-INDUCED STATES
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt2EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/Total501c3OrgCnt03
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalOtherOrgCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0USCF PSILOCYBIN STUDY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1INITIAL FUNDING OF THE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WILLAM A LINTON CHARITABLE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0942829914
IRS990ScheduleI/RecipientTable/RecipientEIN1352602257
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0USCF BOX 0248
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12800 WOODS HOLLOW ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MADISON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094143
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153711
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NoncashContributionsRptF990Amt05040000
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0160761
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING, VIA AN EMAIL ROUTING PROCESS IN WHICH A PDF VERSION IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 449,261. MANAGEMENT AND GENERAL EXPENSES 2,229. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 451,490.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02315725
IRS990/TotalAssetsEOYAmt06067779
IRS990/TotalAssetsGrp/BOYAmt02315725
IRS990/TotalAssetsGrp/EOYAmt06067779
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05451847
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0341710
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01414931
IRS990/TotalFunctionalExpensesGrp/TotalAmt01756641
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0135199
IRS990/TotalLiabilitiesEOYAmt0179141
IRS990/TotalLiabilitiesGrp/BOYAmt0135199
IRS990/TotalLiabilitiesGrp/EOYAmt0179141
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02180526
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05888638
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01414931
IRS990/TotalReportableCompFromOrgAmt033000
IRS990/TotalRevenueGrp/ExclusionAmt08876
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01625
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05462348
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02315725
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06067779
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt057758
IRS990/TravelGrp/ProgramServicesAmt057758
IRS990/TravelGrp/TotalAmt0115516
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02180526
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05888638
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02800 WOODS HOLLOW ROAD
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053711
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0USONAINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM A LINTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082331878
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0USONA INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0USON
ReturnHeader/Filer/EIN0471349730
ReturnHeader/Filer/PhoneNum06082331878
ReturnHeader/Filer/USAddress/AddressLine1Txt02800 WOODS HOLLOW ROAD
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053711
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DD13A1BD036B69890133E5EA03DEB5FD0ABDB183
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B390D3CE3D7BB051D6F8324F1FEFD8C38962EF97
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.13.118.18
ReturnHeader/FilingSecurityInformation/IPDt02018-06-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:45:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390857178
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & GESTELAND LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1764
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053701
ReturnHeader/PreparerPersonGrp/PhoneNum06088367500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH H BAUMGARTNER
ReturnHeader/ReturnTs02018-06-15T10:51:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,067,779
Liabilities
$179,141
Net assets
$5,888,638
Revenue
$5,462,348
Expenses
$1,756,641
Net income
$3,705,707
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$148$103$45.6$7.95$33.7$25.8
2023Detailed filing. Detailed filing data is available for this year.$180$109$71.1$54.9$17.3$37.6
2022Detailed filing. Detailed filing data is available for this year.$71.9$38.3$33.6$21.2$17.1$4.12
2021Detailed filing. Detailed filing data is available for this year.$38.7$9.31$29.4$18.8$13.9$4.96
2020Detailed filing. Detailed filing data is available for this year.$26.4$1.91$24.5$20.5$7.60$12.9
2019Detailed filing. Detailed filing data is available for this year.$10.4$1.28$9.14$6.29$5.76$0.53
2018Detailed filing. Detailed filing data is available for this year.$8.71$0.44$8.27$7.41$5.03$2.39
2017Detailed filing. Detailed filing data is available for this year.$6.07$0.18$5.89$5.46$1.76$3.71
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.14$2.18$2.97$0.75$2.22
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.05$0.04$0.02$0.68$0.66
2014Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$1.03$0.41$0.62