Civic Intelligence

Securities and Exchange Commission Historical Society

990 • Fiscal year 2016 • EIN 52-2213646

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 16, 2017

Organization ProfileWWW.SECHISTORICAL.ORG

View Organization Page

1101 Pennsylvania Avenue NW No 300Washington, DC 20004

(202) 756-5015

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.05x

Higher debt load relative to revenue than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

57th percentile

4.5%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

91st percentile

$221,812

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 36.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

49th percentile

1.0%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

4.4%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$3,597,482

Up $34,291 (+1.0%) from 2015

Net Assets

Up

$3,565,836

Up $36,019 (+1.0%) from 2015

Liabilities

Down

$31,646

Down $1,728 (-5.2%) from 2015

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin57th percentile

Revenue

Up

$616,314

Up $26,057 (+4.4%) from 2015

Expenses

Up

$588,402

Up $31,869 (+5.7%) from 2015

Net Income

Down

$27,912

Down $5,812 (-17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,753,464Liabilities 2011: $44,984Net Assets 2011: $2,708,4802011Assets 2012: $3,029,369Liabilities 2012: $41,980Net Assets 2012: $2,987,3892012Assets 2013: $3,445,511Liabilities 2013: $38,954Net Assets 2013: $3,406,5572013Assets 2014: $3,535,602Liabilities 2014: $31,534Net Assets 2014: $3,504,0682014Assets 2015: $3,563,191Liabilities 2015: $33,374Net Assets 2015: $3,529,8172015Assets 2016: $3,597,482Liabilities 2016: $31,646Net Assets 2016: $3,565,8362016Assets 2017: $3,469,162Liabilities 2017: $15,918Net Assets 2017: $3,453,2442017Assets 2018: $3,557,921Liabilities 2018: $15,363Net Assets 2018: $3,542,5582018Assets 2019: $3,831,083Liabilities 2019: $57,172Net Assets 2019: $3,773,9112019Assets 2020: $3,906,802Liabilities 2020: $43,576Net Assets 2020: $3,863,2262020Assets 2021: $4,083,116Liabilities 2021: $32,985Net Assets 2021: $4,050,1312021Assets 2022: $4,065,426Liabilities 2022: $42,163Net Assets 2022: $4,023,2632022Assets 2023: $4,161,586Liabilities 2023: $21,318Net Assets 2023: $4,140,2682023Assets 2024: $4,321,167Liabilities 2024: $28,773Net Assets 2024: $4,292,3942024

Highlighted filing

2016

Assets$3,597,482
Liabilities$31,646
Net Assets$3,565,836
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $809,921Expenses 2011: $556,843Net Income 2011: $253,0782011Revenue 2012: $831,330Expenses 2012: $554,137Net Income 2012: $277,1932012Revenue 2013: $964,304Expenses 2013: $544,350Net Income 2013: $419,9542013Revenue 2014: $640,618Expenses 2014: $551,522Net Income 2014: $89,0962014Revenue 2015: $590,257Expenses 2015: $556,533Net Income 2015: $33,7242015Revenue 2016: $616,314Expenses 2016: $588,402Net Income 2016: $27,9122016Revenue 2017: $519,836Expenses 2017: $650,515Net Income 2017: -$130,6792017Revenue 2018: $683,939Expenses 2018: $577,867Net Income 2018: $106,0722018Revenue 2019: $625,626Expenses 2019: $443,945Net Income 2019: $181,6812019Revenue 2020: $408,267Expenses 2020: $333,446Net Income 2020: $74,8212020Revenue 2021: $479,270Expenses 2021: $353,361Net Income 2021: $125,9092021Revenue 2022: $365,109Expenses 2022: $352,696Net Income 2022: $12,4132022Revenue 2023: $433,144Expenses 2023: $350,005Net Income 2023: $83,1392023Revenue 2024: $443,864Expenses 2024: $347,383Net Income 2024: $96,4812024

Highlighted filing

2016

Revenue$616,314
Expenses$588,402
Net Income$27,912
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 16, 2017
Return Version
2016v3.0
Gross Receipts
$616,314
Mission and Program Overview

Mission

The mission of the virtual museum and archive is to preserve and share the history of financial regulations and to assist current and future researchers in understanding how the system of statutes, regulations and government policies for the capital markets developed and were interpreted. Materials are online at www.sechistorical.org.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,042,396$700,807▼ $341,589
Investments in Publicly Traded Securities$326,484$635,582▲ $309,098
Cash and Non-Interest-Bearing Accounts$93,455$99,829▲ $6,374
Pledges and Grants Receivable$86,146$38,730▼ $47,416
Prepaid Expenses and Deferred Charges$23,366$19,210▼ $4,156
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,563,191$3,597,482▲ $34,291
Other Assets Total$1,991,344$2,103,324▲ $111,980
Liabilities
Accounts Payable and Accrued Expenses$26,962$27,758▲ $796
Other Liabilities$6,412$3,888▼ $2,524
Total Liabilities$33,374$31,646▼ $1,728
Net Assets / Fund Balance
Unrestricted Net Assets$3,396,171$3,477,106▲ $80,935
Temporarily Rstr Net Assets$133,646$88,730▼ $44,916
Total Net Assets Fund Balance$3,529,817$3,565,836▲ $36,019
Total Liabilities and Net Assets / Fund Balance$3,563,191$3,597,482▲ $34,291

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$18,993$18,993
Other Assets Org$7,000--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carla L RosatiExecutive DirectorFT$162,728$59,084$221,812
Matnita a GreenOffice ManagerFT$105,608$36,735$142,343

Board Members and Trustees

NameTitle
Linda Chatman ThomsenChairman
David M LynnPresident
Daniel L GoelzerPresident-elect
David a LiptonVice President
Thomas O GormanVice President
Barry W RashkoverTrustee
Claudius O SokenuTrustee
Cynthia M FornelliTrustee
David B HarmsTrustee
David Bh MartinTrustee
John J OkrayTrustee
John W WhiteTrustee
Lisa Beth LentiniTrustee
Melanie F DolanTrustee
Richard Y RobertsTrustee
Robert W HelmTrustee
Susan G MarkelTrustee
Timothy F RyanTrustee
Timothy P BurkeTrustee
Mark D CahnSecretary
W Hardy CallcottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$598,618
Program Service Revenue
$0
Investment Income
$17,696
Other Revenue
$0
All Other Contributions
$598,618
Change in Net Assets
$27,912

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$616,314
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$8,107
Total Revenue per Audited Statements
$624,421
Total Revenue per Form 990
$616,314
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$384,737
Other Expenses$203,665
Total Fundraising Expense$6,166
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$204,067$17,745-$221,812
Other Salaries and Wages$87,290$19,759-$107,049
Occupancy-$87,995-$87,995
Office Expenses$17,082$22,653$1,801$41,536
Fees for Services Other-$21,415-$21,415
Fees for Services Accounting-$21,400-$21,400
Other Employee Benefits$15,969$3,866-$19,835
Payroll Taxes$16,033$3,108-$19,141
Pension Plan Contributions$13,851$3,049-$16,900
Conferences and Meetings$5,707--$5,707
Insurance-$3,416-$3,416
Travel$3,286--$3,286
All Other Expenses-$1,171$1,620$2,791
Information Technology-$1,967-$1,967
Other Expenses$9,557$1,850$2,745$1,850
Total Functional Expenses$515,826$66,410$6,166$588,402

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$588,402
Total Expenses per Audited Statements$588,402
Total Expenses per Form 990$588,402
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$3,888
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 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 was prepared by the outside accountants. The society board of trustees reviewed the form 990 at its march 15, 2017 board meeting prior to submission.”

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

“Each trustee and the executive director must sign the statement of compliance with the code of ethics and disclose any exceptions on an annual basis. The president and chairman of the board review all conflicts as they arise and take actions as deemed necessary.”

Form 990, Part VI, Section B, Line 15

“The society treasurer recommended compensation for staff to the board of trustees. Due to the unique nature of the organization's business, comparable data was not available. All decisions regarding executive salary were approved by the board during executive session. No minutes were taken. The last compensation review took place on january 20, 2016.”

Form 990, Part VI, Section C, Line 19

“The society's annual reports from 2014 through 2016, which include the audited financial statements, are available at all times on www.sechistorical.org. The code of ethics can be access online at www.sechistorical.org/sec/about. The other government documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Securities and Exchange Commission
EIN
52-2213646
Phone
2027565015
Address
1101 PENNSYLVANIA AVENUE NW NO 300, WASHINGTON, DC 20004

Signing Officer

Name
David M Lynn
Title
President
Phone
2027565015
Signed
2017-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David M Lynn
Formed
1999
Legal Domicile
Dc
Voting Board Members
21
Independent Board Members
21
Employees
2
Volunteers
77

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 650N, BETHESDA, MD 20814-2930
Phone
3019519090
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A:

“The society has capitalized the collection of the virtual museum and archive since the museum's inception in march 2002. On december 31, 2016, the museum collection totaled 8,310 primary materials: papers, photos, oral histories, programs, film, radio and television media, timeline developments and gallery essays. No materials were de-accessioned from the collection in 2016. For the year ended december 31, 2016, the costs to utilize outside vendors in building the collection of the virtual museum and archive totaled $111,980. As of december 31, 2016, the accumulated costs incurred in building the virtual museum and archive totaled $2,071,324. The fair market value of the virtual museum and archive, as of june 30, 2012, was in excess of the carrying value at december 31, 2016.”

PART III, LINE 4:

“The virtual museum and archive is the preeminent source for trusted and verified information and material on the regulation of the capital markets from the 20th century to the present, fulfilling the society's mission to share, preserve and advance knowledge of the history of financial regulation.”

PART X, LINE 2:

“For the year ended december 31, 2016, the society has documented its consideration of fasb asc 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 588 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22OFFICE MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0616314
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01967
IRS990/InformationTechnologyGrp/TotalAmt01967
IRS990/InsuranceGrp/ManagementAndGeneralAmt03416
IRS990/InsuranceGrp/TotalAmt03416
IRS990/InvestmentIncomeGrp/ExclusionAmt017696
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017696
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0326484
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0635582
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018993
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt018993
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SHARE, PRESERVE AND ADVANCE KNOWLEDGE OF THE HISTORY OF FINANCIAL REGULATION THROUGH THE VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03529817
IRS990/NetAssetsOrFundBalancesEOYAmt03565836
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08107
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt087995
IRS990/OccupancyGrp/TotalAmt087995
IRS990/OfficeExpensesGrp/FundraisingAmt01801
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022653
IRS990/OfficeExpensesGrp/ProgramServicesAmt017082
IRS990/OfficeExpensesGrp/TotalAmt041536
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01991344
IRS990/OtherAssetsTotalGrp/EOYAmt02103324
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03866
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015969
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019835
IRS990/OtherExpensesGrp/Desc0ALLOCATION OF G&A
IRS990/OtherExpensesGrp/Desc1MUSEUM MAINTENANCE
IRS990/OtherExpensesGrp/Desc2STATE REGISTRATION FEES
IRS990/OtherExpensesGrp/Desc3PAYROLL FEES
IRS990/OtherExpensesGrp/FundraisingAmt02745
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0-142984
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11850
IRS990/OtherExpensesGrp/ProgramServicesAmt0142984
IRS990/OtherExpensesGrp/ProgramServicesAmt19557
IRS990/OtherExpensesGrp/TotalAmt00
IRS990/OtherExpensesGrp/TotalAmt19557
IRS990/OtherExpensesGrp/TotalAmt22745
IRS990/OtherExpensesGrp/TotalAmt31850
IRS990/OtherLiabilitiesGrp/BOYAmt06412
IRS990/OtherLiabilitiesGrp/EOYAmt03888
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019759
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt087290
IRS990/OtherSalariesAndWagesGrp/TotalAmt0107049
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03108
IRS990/PayrollTaxesGrp/ProgramServicesAmt016033
IRS990/PayrollTaxesGrp/TotalAmt019141
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03049
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013851
IRS990/PensionPlanContributionsGrp/TotalAmt016900
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt086146
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt038730
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023366
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019210
IRS990/PrincipalOfficerNm0DAVID M LYNN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0577559
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012698
IRS990/PYOtherExpensesAmt0180649
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt033724
IRS990/PYSalariesCompEmpBnftPaidAmt0375884
IRS990/PYTotalExpensesAmt0556533
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0590257
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IRS990/ReconcilationRevenueExpnssAmt027912
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0700807
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0628563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0951538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0816823
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012766
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013119
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt068334
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IRS990ScheduleA/PublicSupportCY170Pct00.88200
IRS990ScheduleA/PublicSupportPY170Pct00.88960
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IRS990ScheduleA/SubstantialContributorsTotAmt0361381
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0577559
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0628563
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0951538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0816823
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03573101
IRS990ScheduleA/TotalSupportAmt03641435
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,597,482
Liabilities
$31,646
Net assets
$3,565,836
Revenue
$616,314
Expenses
$588,402
Net income
$27,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$0.03$4.29$0.44$0.35$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.02$4.14$0.43$0.35$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.04$4.02$0.37$0.35$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.03$4.05$0.48$0.35$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.04$3.86$0.41$0.33$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.06$3.77$0.63$0.44$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.02$3.54$0.68$0.58$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.02$3.45$0.52$0.65$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.03$3.57$0.62$0.59$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.56$0.03$3.53$0.59$0.56$0.03
2014Summary only. Only limited summary data is available for this year.$3.54$0.03$3.50$0.64$0.55$0.09
2013Summary only. Only limited summary data is available for this year.$3.45$0.04$3.41$0.96$0.54$0.42
2012Summary only. Only limited summary data is available for this year.$3.03$0.04$2.99$0.83$0.55$0.28
2011Summary only. Only limited summary data is available for this year.$2.75$0.04$2.71$0.81$0.56$0.25