Civic Intelligence

Monroe Association for Retarded Citizens Inc.

990 • Fiscal year 2019 • EIN 59-1031546

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 12, 2019

Organization Profilewww.marchouse.org
P O Box 428Key West, FL 33041

(305) 294-9526

Siviq Scores

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

Liabilities / Assets

50th percentile

0.08x

Higher debt load relative to assets than 50% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

52nd percentile

0.10x

Higher debt load relative to revenue than 52% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

60th percentile

7.3%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

70th percentile

$103,591

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

61st percentile

7.0%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$4,288,504

Up $279,095 (+7.0%) from 2018

Net Assets

Up

$3,931,640

Up $280,624 (+7.7%) from 2018

Liabilities

Down

$356,864

Down $1,529 (-0.4%) from 2018

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin60th percentile

Revenue

Up

$3,658,738

Up $359,886 (+11%) from 2018

Expenses

Up

$3,391,444

Up $341,752 (+11%) from 2018

Net Income

Up

$267,294

Up $18,134 (+7.3%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,652,476Liabilities 2010: $700,882Net Assets 2010: $2,951,5942010Assets 2011: $3,734,104Liabilities 2011: $730,756Net Assets 2011: $3,003,3482011Assets 2012: $3,496,847Liabilities 2012: $751,192Net Assets 2012: $2,745,6552012Assets 2013: $3,647,942Liabilities 2013: $679,653Net Assets 2013: $2,968,2892013Assets 2014: $3,588,348Liabilities 2014: $675,958Net Assets 2014: $2,912,3902014Assets 2015: $3,355,266Liabilities 2015: $622,146Net Assets 2015: $2,733,1202015Assets 2016: $3,752,699Liabilities 2016: $580,493Net Assets 2016: $3,172,2062016Assets 2017: $3,857,347Liabilities 2017: $461,338Net Assets 2017: $3,396,0092017Assets 2018: $4,009,409Liabilities 2018: $358,393Net Assets 2018: $3,651,0162018Assets 2019: $4,288,504Liabilities 2019: $356,864Net Assets 2019: $3,931,6402019Assets 2020: $4,763,543Liabilities 2020: $852,867Net Assets 2020: $3,910,6762020Assets 2021: $4,762,486Liabilities 2021: $868,233Net Assets 2021: $3,894,2532021Assets 2022: $4,761,253Liabilities 2022: $1,254,853Net Assets 2022: $3,506,4002022Assets 2023: $3,877,550Liabilities 2023: $393,134Net Assets 2023: $3,484,4162023Assets 2024: $4,387,193Liabilities 2024: $634,448Net Assets 2024: $3,752,7452024

Highlighted filing

2019

Assets$4,288,504
Liabilities$356,864
Net Assets$3,931,640
Open 2019 Filing

Operations Trend

Revenue Growth64th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,005,2532010Revenue 2011: $3,155,592Expenses 2011: $3,116,925Net Income 2011: $38,6672011Expenses 2012: $3,208,4842012Expenses 2013: $2,912,2242013Revenue 2014: $2,820,638Expenses 2014: $2,895,698Net Income 2014: -$75,0602014Revenue 2015: $2,716,013Expenses 2015: $2,891,691Net Income 2015: -$175,6782015Revenue 2016: $3,336,106Expenses 2016: $2,895,510Net Income 2016: $440,5962016Revenue 2017: $3,229,231Expenses 2017: $3,019,721Net Income 2017: $209,5102017Revenue 2018: $3,298,852Expenses 2018: $3,049,692Net Income 2018: $249,1602018Revenue 2019: $3,658,738Expenses 2019: $3,391,444Net Income 2019: $267,2942019Revenue 2020: $3,482,192Expenses 2020: $3,505,570Net Income 2020: -$23,3782020Revenue 2021: $3,319,078Expenses 2021: $3,376,618Net Income 2021: -$57,5402021Revenue 2022: $3,311,689Expenses 2022: $3,627,013Net Income 2022: -$315,3242022Revenue 2023: $3,890,137Expenses 2023: $3,929,751Net Income 2023: -$39,6142023Revenue 2024: $3,323,708Expenses 2024: $3,556,379Net Income 2024: -$232,6712024

Highlighted filing

2019

Revenue$3,658,738
Expenses$3,391,444
Net Income$267,294
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 12, 2019
Return Version
2018v3.1
Gross Receipts
$4,832,957
Mission and Program Overview

Mission

To provide our clients with developmental disabilities dignified, compassionate, professional care in a family environment for the duration of their needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,313,957$1,485,328▲ $171,371
Savings and Temporary Cash Investments$1,161,849$1,078,404▼ $83,445
Pledges and Grants Receivable$824,459$827,614▲ $3,155
Investments in Publicly Traded Securities$318,094$451,799▲ $133,705
Accounts Receivable$231,199$273,347▲ $42,148
Cash and Non-Interest-Bearing Accounts$60,713$95,158▲ $34,445
Inventories for Sale or Use$72,669$66,347▼ $6,322
Prepaid Expenses and Deferred Charges$23,859$8,064▼ $15,795
Intangible Assets$1,412$1,245▼ $167
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Total Assets$4,009,409$4,288,504▲ $279,095
Other Assets Total$1,198$1,198→ $0
Liabilities
Accounts Payable and Accrued Expenses$194,041$210,404▲ $16,363
Mortgage Notes Payable Secured by Investment Property$151,789$139,145▼ $12,644
Deferred Revenue$12,563$7,315▼ $5,248
Total Liabilities$358,393$356,864▼ $1,529
Net Assets / Fund Balance
Unrestricted Net Assets$2,894,325$3,190,092▲ $295,767
Temporarily Rstr Net Assets$756,691$741,548▼ $15,143
Total Net Assets Fund Balance$3,651,016$3,931,640▲ $280,624
Total Liabilities and Net Assets / Fund Balance$4,009,409$4,288,504▲ $279,095

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$870,895$319,611$1,190,506
Equipment$331,455$594,943$926,398
Buildings$204,178$484,846$689,024
Land$60,800-$60,800
Other Land Buildings$18,000$33,465$51,465
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Diana FlenardExecutive DirectorFT$103,591$103,591

Board Members and Trustees

NameTitle
Richard FowlerPresident
Rita FabalVice President
Becki BalcerDirector
Chris BridgerDirector
Diane SchmidtDirector
Douglas HarrisonDirector
Jo SochaDirector
Lee Ann HolroydDirector
Lou FerrisDirector
Peter SweetDirector
Richard RamsayDirector
Susan HarrisonDirector
Mary Vanden BrookSecretary
Mark StantonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,311,555
Program Service Revenue
$2,053,034
Investment Income
$18,456
Other Revenue
$275,693
All Other Contributions
$322,171
Change in Net Assets
$267,294

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported Amount
Other Non Cash Contri Table$124,236
Total Noncash Contributions$124,236

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,658,738
Revenue Not Reported on Form 990
$34,331
Total Revenue per Audited Statements
$3,693,069
Total Revenue per Form 990
$3,658,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,447,760
Other Expenses$943,684
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,871,012$215,968-$2,086,980
Payroll Taxes$163,006$19,782-$182,788
Depreciation Depletion$97,659$49,720-$147,379
Occupancy$116,986$4,134-$121,120
Current Officers, Directors, Trustees, and Key Employees$82,873$20,718-$103,591
All Other Expenses$83,675$10,079-$93,754
Insurance$82,470$3,924-$86,394
Other Expenses$13,071$67,790-$80,861
Other Employee Benefits$51,816$22,585-$74,401
Travel$45,653$1,141-$46,794
Office Expenses$14,389$13,250-$27,639
Advertising$3,527$6,549-$10,076
Interest$9,866--$9,866
Total Functional Expenses$2,925,239$466,205$0$3,391,444

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,412,445
Expenses per Audited Statements$3,391,444
Total Expenses per Form 990$3,391,444
Expenses Not Reported on Form 990$21,001
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$171,095
Fundraising Direct Expenses$56,076
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Events$142,725$142,725$43,726$98,999
Plant Store & UK Bazaar Fundraising Sale$28,370$28,370$12,350$16,020
Total Events$171,095$171,095$56,076$115,019
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
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
Yes
Other officer compensation reviewed
Yes
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Douglas harrison and susan harrison are husband and wife and both are board members.lee ann holroyd,jo socha and sheriff richard ramsey work for the monroe county sheriff's office and all three are board members.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Executive Director and the board Treasurer review the Form 990 before it is filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All board members are annually required to sign a Form disclosing any conflicts or potential conflicts of interest.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Full board reviews the compensation of the Executive Director and approves any changes.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Personnel Committee reviews, does comparisons and recommends salaries of Executive Director and Key Employees. There are written minutes of the Personnel Committee meetings. Board of Directors approves the Personnel Committee recommendations.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies & financial statements are all available upon request.”

Filing and Contact Details

Filer

Filer Name
Monroe Association for Retarded
EIN
59-1031546
Phone
3052949526
Address
P O BOX 428, KEY WEST, FL 33041

Signing Officer

Name
Diana Flenard
Title
Executive Director
Signed
2019-12-12
Discuss with paid preparer
Yes

Organization Details

Formed
1966
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
9
Employees
95
Volunteers
300

Preparer

Firm
Oropeza & Parks CPAs
Address
815 Peacock Plz, Key West, FL 33040
Preparer
James H Hill Jr CPA
Phone
3052941049
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“Entire board approves the auditor and the Executive Director and the Business Manager are the liasons between the board and the auditors. The Audit Report is presented to the Full Board by the auditor and the Full Board approves the audit report before it is issued in final form.”

Financial Statement Notes

Part X : FIN48 Footnote

“Monroe Association for Retarded Citizens, Inc. has no excise or unrelated business income taxes in the twelve months ended June 30, 2019 and 2018. The federal income tax returns for the tax years ended June 30, 2019, 2018, 2017 and 2016 are subject to examination by the taxing authority.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Director
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IRS990/GrossReceiptsAmt04832957
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IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt03924
IRS990/InsuranceGrp/ProgramServicesAmt082470
IRS990/InsuranceGrp/TotalAmt086394
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019752
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide our clients with developmental disabilities dignified, compassionate, professional care in a family environment for the duration of their needs.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0151789
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IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1296
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1296
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0112933
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IRS990/NetUnrlzdGainsLossesInvstAmt013330
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0124236
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04134
IRS990/OccupancyGrp/ProgramServicesAmt0116986
IRS990/OccupancyGrp/TotalAmt0121120
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013250
IRS990/OfficeExpensesGrp/ProgramServicesAmt014389
IRS990/OfficeExpensesGrp/TotalAmt027639
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01198
IRS990/OtherAssetsTotalGrp/EOYAmt01198
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022585
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt051816
IRS990/OtherEmployeeBenefitsGrp/TotalAmt074401
IRS990/OtherExpensesGrp/Desc0CONTRACTUAL SERVICES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16188
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt267790
IRS990/OtherExpensesGrp/ProgramServicesAmt086978
IRS990/OtherExpensesGrp/ProgramServicesAmt1104732
IRS990/OtherExpensesGrp/ProgramServicesAmt297526
IRS990/OtherExpensesGrp/ProgramServicesAmt313071
IRS990/OtherExpensesGrp/TotalAmt0111355
IRS990/OtherExpensesGrp/TotalAmt1110920
IRS990/OtherExpensesGrp/TotalAmt297526
IRS990/OtherExpensesGrp/TotalAmt380861
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt047741
IRS990/OtherRevenueTotalAmt047741
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01871012
IRS990/OtherSalariesAndWagesGrp/TotalAmt02086980
IRS990/OtherWebsiteInd0X
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019782
IRS990/PayrollTaxesGrp/ProgramServicesAmt0163006
IRS990/PayrollTaxesGrp/TotalAmt0182788
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08064
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc2PROGRAM SERVICES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11816502
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2234400
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11816502
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2234400
IRS990/ProgSrvcAccomActy2Grp/Desc0LONG TERM RESIDENTIAL CARE - MEN AND WOMEN.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0281031
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01022234
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt013592
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0834752
IRS990/PYOtherRevenueAmt0374635
IRS990/PYProgramServiceRevenueAmt01888391
IRS990/PYRevenuesLessExpensesAmt0249160
IRS990/PYSalariesCompEmpBnftPaidAmt02214940
IRS990/PYTotalExpensesAmt03049692
IRS990/PYTotalRevenueAmt03298852
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0267294
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,288,504
Liabilities
$356,864
Net assets
$3,931,640
Revenue
$3,658,738
Expenses
$3,391,444
Net income
$267,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.39$0.63$3.75$3.32$3.56$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.88$0.39$3.48$3.89$3.93$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.76$1.25$3.51$3.31$3.63$0.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$0.87$3.89$3.32$3.38$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.76$0.85$3.91$3.48$3.51$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.29$0.36$3.93$3.66$3.39$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.01$0.36$3.65$3.30$3.05$0.25
2017Detailed filing. Detailed filing data is available for this year.$3.86$0.46$3.40$3.23$3.02$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.75$0.58$3.17$3.34$2.90$0.44
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.62$2.73$2.72$2.89$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.68$2.91$2.82$2.90$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.68$2.97$2.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.75$2.75$3.21
2011Summary only. Only limited summary data is available for this year.$3.73$0.73$3.00$3.16$3.12$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.70$2.95$3.01