Civic Intelligence

Life Plan Trust Incorporated

990 • Fiscal year 2023 • EIN 58-1928259

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 29, 2024

Organization Profilelifeplantrustnc.org
800 W Williams Street Ste 231-IApex, NC 27502

(919) 589-0017

Siviq Scores

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

Liabilities / Assets

56th percentile

0.05x

Higher debt load relative to assets than 56% of similar nonprofits.

2023 filings • NTEE E • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.13x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • NTEE E • $500k-$1M nonprofits • Source year 2023

Net Margin

13th percentile

-31%

Higher net margin than 13% of similar nonprofits.

2023 filings • NTEE E • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

84th percentile

$107,200

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 40.0% of source-year revenue.

2023 filings • NTEE E • $500k-$1M nonprofits • Source year 2023

Asset Growth

25th percentile

-8.0%

Faster asset growth than 25% of similar nonprofits.

2023 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-54%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Flat

$713,388

Flat from 2023

Net Assets

Flat

$679,121

Flat from 2023

Liabilities

Flat

$34,267

Flat from 2023

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin13th percentile

Revenue

Flat

$268,318

Flat from 2023

Expenses

Flat

$352,213

Flat from 2023

Net Income

Flat

-$83,895

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$800K$600K$400K$200K$0Assets 2011: $398,597Liabilities 2011: $29,842Net Assets 2011: $368,7552011Assets 2012: $495,301Liabilities 2012: $29,595Net Assets 2012: $465,7062012Assets 2013: $626,317Liabilities 2013: $26,853Net Assets 2013: $599,4642013Assets 2014: $666,978Liabilities 2014: $38,827Net Assets 2014: $628,1512014Assets 2015: $595,950Liabilities 2015: $33,924Net Assets 2015: $562,0262015Assets 2016: $642,659Liabilities 2016: $39,822Net Assets 2016: $602,8372016Assets 2017: $527,077Liabilities 2017: $31,527Net Assets 2017: $495,5502017Assets 2018: $497,459Liabilities 2018: $23,405Net Assets 2018: $474,0542018Assets 2019: $441,266Liabilities 2019: $33,144Net Assets 2019: $408,1222019Assets 2020: $575,778Liabilities 2020: $30,863Net Assets 2020: $544,9152020Assets 2021: $611,516Liabilities 2021: $34,518Net Assets 2021: $576,9982021Assets 2022: $775,360Liabilities 2022: $37,875Net Assets 2022: $737,4852022Assets 2023: $713,388Liabilities 2023: $34,267Net Assets 2023: $679,1212023Assets 2023: $713,388Liabilities 2023: $34,267Net Assets 2023: $679,1212023Assets 2025: $661,273Liabilities 2025: $23,481Net Assets 2025: $637,7922025

Highlighted filing

2023

Assets$713,388
Liabilities$34,267
Net Assets$679,121
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $421,701Expenses 2011: $420,001Net Income 2011: $1,7002011Revenue 2012: $522,803Expenses 2012: $423,240Net Income 2012: $99,5632012Revenue 2013: $483,248Expenses 2013: $349,849Net Income 2013: $133,3992013Revenue 2014: $428,333Expenses 2014: $444,143Net Income 2014: -$15,8102014Revenue 2015: $438,036Expenses 2015: $478,736Net Income 2015: -$40,7002015Revenue 2016: $468,426Expenses 2016: $401,532Net Income 2016: $66,8942016Revenue 2017: $257,254Expenses 2017: $377,090Net Income 2017: -$119,8362017Revenue 2018: $326,084Expenses 2018: $347,335Net Income 2018: -$21,2512018Revenue 2019: $242,086Expenses 2019: $313,295Net Income 2019: -$71,2092019Revenue 2020: $482,227Expenses 2020: $330,413Net Income 2020: $151,8142020Revenue 2021: $280,129Expenses 2021: $336,382Net Income 2021: -$56,2532021Revenue 2022: $588,642Expenses 2022: $350,425Net Income 2022: $238,2172022Revenue 2023: $268,318Expenses 2023: $352,213Net Income 2023: -$83,8952023Revenue 2023: $268,318Expenses 2023: $352,213Net Income 2023: -$83,8952023Revenue 2025: $256,683Expenses 2025: $346,911Net Income 2025: -$90,2282025

Highlighted filing

2023

Revenue$268,318
Expenses$352,213
Net Income-$83,895
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 29, 2024
Return Version
2022v5.0
Gross Receipts
$684,152
Mission and Program Overview

Mission

To promote and operate a service program to provide financial management and personal advocacy services to families of persons with severe and persistent mental illness and/or developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$591,228$614,192▲ $22,964
Cash and Non-Interest-Bearing Accounts$76,444$61,147▼ $15,297
Savings and Temporary Cash Investments$101,493$25,546▼ $75,947
Land, Buildings, and Equipment, Net-$5,362-
Prepaid Expenses and Deferred Charges$4,199$4,933▲ $734
Accounts Receivable$996$1,208▲ $212
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$775,360$713,388▼ $61,972
Other Assets Total$1,000$1,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$37,875$34,267▼ $3,608
Total Liabilities$37,875$34,267▼ $3,608
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$737,485$679,121▼ $58,364
Total Net Assets Fund Balance$737,485$679,121▼ $58,364
Total Liabilities and Net Assets / Fund Balance$775,360$713,388▼ $61,972

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,362$22,291$27,653
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janita MoodyExecutive DirectorFT$84,526$22,674$107,200

Board Members and Trustees

NameTitle
Jayne TiptonPresident
Gail TillSecretary
Deb SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,840
Program Service Revenue
$177,947
Investment Income
$-2,500
Other Revenue
$31
All Other Contributions
$92,840
Change in Net Assets
$-83,895

Audited Revenue Reconciliation

Revenue per Audited Statements
$268,318
Revenue Not Reported on Form 990
$25,531
Total Revenue per Audited Statements
$293,849
Total Revenue per Form 990
$268,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$288,673
Other Expenses$63,540
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$128,094$13,344-$141,438
Current Officers, Directors, Trustees, and Key Employees$101,902$10,615-$112,517
Payroll Taxes$16,007$1,668-$17,675
Other Employee Benefits$15,435$1,608-$17,043
Office Expenses$14,795$1,541-$16,336
Occupancy$11,909$1,241-$13,150
Travel$8,347$869-$9,216
Fees for Services Other$94$7,500-$7,594
Fees for Services Accounting-$7,200-$7,200
Insurance$3,701$386-$4,087
Depreciation Depletion$884$92-$976
Other Expenses$364$38-$402
Total Functional Expenses$305,756$46,457$0$352,213

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$352,213
Total Expenses per Audited Statements$352,213
Total Expenses per Form 990$352,213
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
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

“Treasurer of the Board reviews the 990 before it is filed. After it is signed and filed, it is made available upon request to any Board member.”

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

“Upon joining the Board of Directors, potential Directors are provided with a copy of the policy to review, and asked about any conflicts at this point. Self reporting of conflicts is expected by members of the Board of Directors. Upon being made aware of such conflicts, the Board President would require that the Board member resolve the conflict, recuse themselves from any matter which constitutes a conflict, or they may be asked to resign the Board.”

Form 990, Part VI, Section B, Line 15A

“Executive DirectorThe Personnel Committee, a rotating committee of four to five Board members including the Board President, meets to review the Executive Director's performance review; recommends any salary adjustment to the Board of Directors at the meeting, where the full Board discusses and approves any action: any adjustment in compensation is reported to the Executive Director, who puts the new figure into the budget for the upcoming fiscal year. This process was last undertaken in March 2022.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Life Plan Trust Inc
EIN
58-1928259
Phone
9195890017
Address
800 W Williams Street Ste 231-I, Apex, NC 27502

Signing Officer

Name
Deb Smith
Title
Treasurer
Signed
2024-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janita Moody
Formed
1990
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
3
Employees
5
Volunteers
6

Preparer

Firm
Apple Koceja & Associates CPAS PA
Address
445 Dolley Madison Road Ste 202, Greensboro, NC 27410
Preparer
Vicki L Kendrick CPA
Phone
3368544277
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code except on net income derived from unrelated business activities. No material uncertain tax positions were identified for the year ended June 30, 2023. Accordingly, no provision for income tax has been recorded in the financial statements.”

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04933
IRS990/PrincipalOfficerNm0Janita Moody
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/BusinessCd1525920
IRS990/ProgramServiceRevenueGrp/Desc0Enrollment fees
IRS990/ProgramServiceRevenueGrp/Desc1Service fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022742
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1155205
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022742
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1155205
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0395206
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01859
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt058971
IRS990/PYProgramServiceRevenueAmt0191577
IRS990/PYRevenuesLessExpensesAmt0238217
IRS990/PYSalariesCompEmpBnftPaidAmt0291454
IRS990/PYTotalExpensesAmt0350425
IRS990/PYTotalRevenueAmt0588642
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-83895
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0177947
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0101493
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt092840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0395206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt077504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0267563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0845396
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015258
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013873
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012146
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010439
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013046
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt064762
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0970369
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt031
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0319
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0140
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0261
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0751
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89320
IRS990ScheduleA/PublicSupportPY170Pct00.89570
IRS990ScheduleA/PublicSupportTotal170Amt0813614
IRS990ScheduleA/SubstantialContributorsTotAmt031782
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt092840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0395206
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt077504
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0267563
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012283
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0845396
IRS990ScheduleA/TotalSupportAmt0910909
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt05362
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022291
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027653
IRS990ScheduleD/ExpensesSubtotalAmt0352213
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt025531
IRS990ScheduleD/RevenueNotReportedAmt025531
IRS990ScheduleD/RevenueSubtotalAmt0268318
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code except on net income derived from unrelated business activities. No material uncertain tax positions were identified for the year ended June 30, 2023. Accordingly, no provision for income tax has been recorded in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05362
IRS990ScheduleD/TotalExpensesPerForm990Amt0352213
IRS990ScheduleD/TotalRevenuePerForm990Amt0268318
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0293849
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0352213
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Treasurer of the Board reviews the 990 before it is filed. After it is signed and filed, it is made available upon request to any Board member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon joining the Board of Directors, potential Directors are provided with a copy of the policy to review, and asked about any conflicts at this point. Self reporting of conflicts is expected by members of the Board of Directors. Upon being made aware of such conflicts, the Board President would require that the Board member resolve the conflict, recuse themselves from any matter which constitutes a conflict, or they may be asked to resign the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Executive DirectorThe Personnel Committee, a rotating committee of four to five Board members including the Board President, meets to review the Executive Director's performance review; recommends any salary adjustment to the Board of Directors at the meeting, where the full Board discusses and approves any action: any adjustment in compensation is reported to the Executive Director, who puts the new figure into the budget for the upcoming fiscal year. This process was last undertaken in March 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0775360
IRS990/TotalAssetsEOYAmt0713388
IRS990/TotalAssetsGrp/BOYAmt0775360
IRS990/TotalAssetsGrp/EOYAmt0713388
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt092840
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046457
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0305756
IRS990/TotalFunctionalExpensesGrp/TotalAmt0352213
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt037875
IRS990/TotalLiabilitiesEOYAmt034267
IRS990/TotalLiabilitiesGrp/BOYAmt037875
IRS990/TotalLiabilitiesGrp/EOYAmt034267
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0737485
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0679121
IRS990/TotalOtherCompensationAmt022674
IRS990/TotalProgramServiceExpensesAmt0305756
IRS990/TotalProgramServiceRevenueAmt0177947
IRS990/TotalReportableCompFromOrgAmt084526
IRS990/TotalRevenueGrp/ExclusionAmt0-2500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0177978
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0268318
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0775360
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0713388
IRS990/TravelGrp/ManagementAndGeneralAmt0869
IRS990/TravelGrp/ProgramServicesAmt08347
IRS990/TravelGrp/TotalAmt09216
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0800 W Williams Street Ste 231-I
IRS990/USAddress/CityNm0Apex
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027502
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0http://lifeplantrustnc.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$713,388
Liabilities
$34,267
Net assets
$679,121
Revenue
$268,318
Expenses
$352,213
Net income
-$83,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$0.23$6.38$2.57$3.47$0.90
2023Detailed filing. Detailed filing data is available for this year.$7.13$0.34$6.79$2.68$3.52$0.84
2023Summary only. Only limited summary data is available for this year.$7.13$0.34$6.79$2.68$3.52$0.84
2022Summary only. Only limited summary data is available for this year.$7.75$0.38$7.37$5.89$3.50$2.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.35$5.77$2.80$3.36$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.31$5.45$4.82$3.30$1.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.33$4.08$2.42$3.13$0.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.23$4.74$3.26$3.47$0.21
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.32$4.96$2.57$3.77$1.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.43$0.40$6.03$4.68$4.02$0.67
2015Detailed filing. Detailed filing data is available for this year.$5.96$0.34$5.62$4.38$4.79$0.41
2014Summary only. Only limited summary data is available for this year.$6.67$0.39$6.28$4.28$4.44$0.16
2013Summary only. Only limited summary data is available for this year.$6.26$0.27$5.99$4.83$3.50$1.33
2012Summary only. Only limited summary data is available for this year.$4.95$0.30$4.66$5.23$4.23$1.00
2011Summary only. Only limited summary data is available for this year.$3.99$0.30$3.69$4.22$4.20$0.02