Civic Intelligence

Securities and Exchange Commission Historical Society

990 • Fiscal year 2018 • EIN 52-2213646

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 25, 2019

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

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.02x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$236,180

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 34.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

55th percentile

2.6%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

32%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$3,557,921

Up $88,759 (+2.6%) from 2017

Net Assets

Up

$3,542,558

Up $89,314 (+2.6%) from 2017

Liabilities

Down

$15,363

Down $555 (-3.5%) from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin73rd percentile

Revenue

Up

$683,939

Up $164,103 (+32%) from 2017

Expenses

Down

$577,867

Down $72,648 (-11%) from 2017

Net Income

Up

$106,072

Up $236,751 (+181%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2018

Assets$3,557,921
Liabilities$15,363
Net Assets$3,542,558
Open 2018 Filing

Operations Trend

Revenue Growth82nd 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

2018

Revenue$683,939
Expenses$577,867
Net Income$106,072
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 25, 2019
Return Version
2018v3.1
Gross Receipts
$788,594
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$584,337$548,445▼ $35,892
Investments in Publicly Traded Securities$563,525$497,416▼ $66,109
Cash and Non-Interest-Bearing Accounts$64,105$244,485▲ $180,380
Pledges and Grants Receivable$55,250--
Accounts Receivable$7,632--
Prepaid Expenses and Deferred Charges$7,109$3,973▼ $3,136
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,469,162$3,557,921▲ $88,759
Other Assets Total$2,187,204$2,263,602▲ $76,398
Liabilities
Accounts Payable and Accrued Expenses$15,918$15,363▼ $555
Total Liabilities$15,918$15,363▼ $555
Net Assets / Fund Balance
Unrestricted Net Assets$3,378,244$3,512,558▲ $134,314
Temporarily Rstr Net Assets$75,000$30,000▼ $45,000
Total Net Assets Fund Balance$3,453,244$3,542,558▲ $89,314
Total Liabilities and Net Assets / Fund Balance$3,469,162$3,557,921▲ $88,759

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$18,993$18,993
Other Assets Org$3,636--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane CobbExecutive DirectorFT$209,999$26,181$236,180
Matnita a GreenOffice Manager (until 10/5/18)FT$118,004$28,784$146,788

Board Members and Trustees

NameTitle
Daniel L GoelzerChairman
Thomas O GormanPresident
David a LiptonVice President
Alan L DyeTrustee
Annette NazarethTrustee
Arthur B LabyTrustee
Barry W RashkoverTrustee
Claudius O SokenuTrustee
David M LynnTrustee
David P BergersTrustee
James R BurnsTrustee
Joan E MckownTrustee
John J OkrayTrustee
Joseph B UcuzogluTrustee
Lisa M FairfaxTrustee
Lori a RichardsTrustee
Michale J GallagherTrustee
Richard Y RobertsTrustee
Robert W HelmTrustee
Roberta S KarmelTrustee
Timothy P BurkeTrustee
William R Baker IiiTrustee
Mark D CahnSecretary
Susan G MarkelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$668,644
Program Service Revenue
$0
Investment Income
$15,295
Other Revenue
$0
All Other Contributions
$668,644
Change in Net Assets
$106,072

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
$683,939
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-16,758
Total Revenue per Audited Statements
$667,181
Total Revenue per Form 990
$683,939
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$401,242
Other Expenses$176,625
Total Fundraising Expense$59,307
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$165,326$49,598$21,256$236,180
Other Salaries and Wages$56,616$58,676$1,227$116,519
Fees for Services Accounting-$59,019-$59,019
Fees for Services Other-$800$28,150$28,950
Payroll Taxes$12,630$7,583$1,248$21,461
Occupancy-$21,324-$21,324
Pension Plan Contributions$10,871$7,199$826$18,896
Office Expenses$5,401$12,091$132$17,624
Conferences and Meetings$9,819$2,087-$11,906
Other Employee Benefits$4,017$4,068$101$8,186
Insurance-$3,040-$3,040
Travel$595$447-$1,042
Information Technology-$576-$576
Other Expenses$64,410$-70,777$6,367$0
Total Functional Expenses$360,134$158,426$59,307$577,867

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$577,867
Total Expenses per Audited Statements$577,867
Total Expenses per Form 990$577,867
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
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 21, 2019 board meeting prior to submission.”

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

“Annually, each trustee and the executive director must sign a statement of compliance with the code of ethics and disclose any exceptions. 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

“In 2018, the society treasurer recommend no increase or change to compensation for staff to the board of trustees. Due to the unique nature of the organization's business, comparable data was not available. When applicable, all decisions regarding executive salaries are approved by the board during executive session. No minutes are taken. The last compensation review took place during the march 2018 board meeting.”

Form 990, Part VI, Section C, Line 19

“The society's annual reports through 2018, which include the audited financial statements, are available at all times on www.sechistorical.org. The code of ethics can be accessed 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
Daniel L Goelzer
Title
Chairman
Phone
2027565015
Signed
2019-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel L Goelzer
Formed
1999
Legal Domicile
Dc
Voting Board Members
24
Independent Board Members
24
Employees
2
Volunteers
24

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, 2018, the museum collection totaled 8,606 primary materials: papers, photos, oral histories, programs, film, radio and television media, timeline developments, gallery essays and exhibits. No materials were de-accessioned from the collection in 2018. For the year ended december 31, 2018, the costs to utilize outside vendors in building the collection of the virtual museum and archive totaled $76,398. As of december 31, 2018, the accumulated costs incurred in building the virtual museum and archive totaled $2,234,966.”

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, 2018, 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 608 raw XML fields

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IRS990/Desc0THE ON-LINE VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG CONTAINS A RICH RESOURCE OF PRIMARY AND UNIQUE MATERIALS ON THE CREATION, GROWTH AND IMPACT OF CAPITAL MARKETS REGULATION FROM THE 20TH CENTURY TO THE PRESENT. THE VIRTUAL MUSEUM HOUSES A DIGITAL COLLECTION OF MATERIALS SELECTED FOR INCLUSION BECAUSE OF THE HISTORICAL IMPORTANCE OF THE SUBJECT MATTER. TO DATE, THE PERMANENT COLLECTION INCLUDES HUNDREDS OF ORAL HISTORIES, ROUNDTABLES AND PANEL PROGRAMS FEATURING EXPERTS FROM ALL CORNERS OF THE SECURITIES MARKETS - REGULATORY, CORPORATE, LEGISLATIVE, INVESTOR, AND ACADEMIC - WHO HAVE HAD A DIRECT AND SIGNIFICANT ROLE IN, OR IMPACT UPON, THE FUNCTIONING OF THE U.S. CAPITAL MARKETS. OTHER ITEMS IN THE MUSEUM INCLUDE LETTERS, PHOTOS, SPEECHES, PAPERS AND OTHER MATERIALS RELEVANT TO THE DEVELOPMENT, OVERSIGHT AND HISTORY OF THE SECURITIES MARKETS. THE MUSEUM'S COLLECTION OF MATERIALS ASSISTS RESEARCHERS AND THE PUBLIC IN UNDERSTANDING HOW THE STATUTES, REGULATIONS AND POLICIES FOR THE CAPITAL MARKETS HAVE DEVELOPED AND BEEN INTERPRETED FROM THE 1900'S TO THE PRESENT. ENTRANCE TO THE VIRTUAL MUSEUM IS FREE TO ANYONE WITH INTERNET ACCESS.
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IRS990/Form990PartVIISectionAGrp/PersonNm19RICHARD Y ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm20CLAUDIUS O SOKENU
IRS990/Form990PartVIISectionAGrp/PersonNm21LORI A RICHARDS
IRS990/Form990PartVIISectionAGrp/PersonNm22JOSEPH B UCUZOGLU
IRS990/Form990PartVIISectionAGrp/PersonNm23JAMES R BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm24JANE COBB
IRS990/Form990PartVIISectionAGrp/PersonNm25MATNITA A GREEN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25OFFICE MANAGER (UNTIL 10/5/18)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0101750
IRS990/GrossReceiptsAmt0788594
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0576
IRS990/InformationTechnologyGrp/TotalAmt0576
IRS990/InsuranceGrp/ManagementAndGeneralAmt03040
IRS990/InsuranceGrp/TotalAmt03040
IRS990/InvestmentIncomeGrp/ExclusionAmt018200
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018200
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0563525
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0497416
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018993
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt018993
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0104655
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PRESERVE AND SHARE THE HISTORY OF U.S. FINANCIAL MARKETS AND REGULATION. THE MISSION IS ACCOMPLISHED BY GROWING AND MAKING PUBLICLY AVAILABLE OUR COLLECTION OF UNIQUE MATERIALS THROUGH OUR ONLINE VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt03542558
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2905
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IRS990/NetUnrlzdGainsLossesInvstAmt0-16758
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/TotalAmt021324
IRS990/OfficeExpensesGrp/FundraisingAmt0132
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012091
IRS990/OfficeExpensesGrp/ProgramServicesAmt05401
IRS990/OfficeExpensesGrp/TotalAmt017624
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04017
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08186
IRS990/OtherExpensesGrp/Desc0MUSEUM MAINTENANCE
IRS990/OtherExpensesGrp/Desc1PAYROLL PROCESSING
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3ALLOCATION OF G&A
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01897
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1798
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2-70777
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IRS990/OtherExpensesGrp/ProgramServicesAmt164410
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IRS990/OtherExpensesGrp/TotalAmt11897
IRS990/OtherExpensesGrp/TotalAmt2798
IRS990/OtherExpensesGrp/TotalAmt30
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt058676
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt056616
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IRS990/PYTotalProfFndrsngExpnsAmt020000
IRS990/PYTotalRevenueAmt0519836
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0584337
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0548445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0668644

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,557,921
Liabilities
$15,363
Net assets
$3,542,558
Revenue
$683,939
Expenses
$577,867
Net income
$106,072
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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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