Civic Intelligence

Alpha Lambda Delta

990 • Fiscal year 2017 • EIN 59-6134595

Jun 01, 2016 to May 31, 2017 • Filed on Oct 05, 2017

Organization ProfileWWW.NATIONALALD.ORG

View Organization Page

PO Box 444Fairport, NY 14450

(585) 364-0840

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

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

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

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

Net Margin

66th percentile

9.4%

Higher net margin than 66% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$5,253,217

Up $323,666 (+6.6%) from 2016

Net Assets

Up

$5,242,830

Up $330,681 (+6.7%) from 2016

Liabilities

Down

$10,387

Down $7,015 (-40%) from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin66th percentile

Revenue

Up

$857,083

Up $240,564 (+39%) from 2016

Expenses

Down

$776,164

Down $41,301 (-5.1%) from 2016

Net Income

Up

$80,919

Up $281,865 (+140%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,479,795Liabilities 2012: $8,797Net Assets 2012: $4,470,9982012Assets 2013: $4,966,271Liabilities 2013: $8,805Net Assets 2013: $4,957,4662013Assets 2014: $5,195,054Liabilities 2014: $9,236Net Assets 2014: $5,185,8182014Assets 2015: $5,330,258Liabilities 2015: $12,908Net Assets 2015: $5,317,3502015Assets 2016: $4,929,551Liabilities 2016: $17,402Net Assets 2016: $4,912,1492016Assets 2017: $5,253,217Liabilities 2017: $10,387Net Assets 2017: $5,242,8302017Assets 2018: $5,389,454Liabilities 2018: $15,165Net Assets 2018: $5,374,2892018Assets 2019: $5,364,002Liabilities 2019: $13,805Net Assets 2019: $5,350,1972019Assets 2020: $5,202,079Liabilities 2020: $54,371Net Assets 2020: $5,147,7082020Assets 2021: $6,085,279Liabilities 2021: $9,686Net Assets 2021: $6,075,5932021Assets 2022: $5,719,443Liabilities 2022: $54,147Net Assets 2022: $5,665,2962022Assets 2023: $5,779,276Liabilities 2023: $115,984Net Assets 2023: $5,663,2922023Assets 2024: $6,506,042Liabilities 2024: $123,201Net Assets 2024: $6,382,8412024Assets 2025: $6,980,535Liabilities 2025: $66,304Net Assets 2025: $6,914,2312025

Highlighted filing

2017

Assets$5,253,217
Liabilities$10,387
Net Assets$5,242,830
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,031,690Expenses 2012: $731,940Net Income 2012: $299,7502012Revenue 2013: $933,643Expenses 2013: $754,851Net Income 2013: $178,7922013Revenue 2014: $1,025,952Expenses 2014: $861,034Net Income 2014: $164,9182014Revenue 2015: $955,937Expenses 2015: $847,781Net Income 2015: $108,1562015Revenue 2016: $616,519Expenses 2016: $817,465Net Income 2016: -$200,9462016Revenue 2017: $857,083Expenses 2017: $776,164Net Income 2017: $80,9192017Revenue 2018: $866,405Expenses 2018: $791,167Net Income 2018: $75,2382018Revenue 2019: $837,669Expenses 2019: $807,578Net Income 2019: $30,0912019Revenue 2020: $731,999Expenses 2020: $760,178Net Income 2020: -$28,1792020Revenue 2021: $1,450,066Expenses 2021: $639,417Net Income 2021: $810,6492021Revenue 2022: $1,145,562Expenses 2022: $767,836Net Income 2022: $377,7262022Revenue 2023: $504,947Expenses 2023: $773,890Net Income 2023: -$268,9432023Revenue 2024: $973,149Expenses 2024: $823,630Net Income 2024: $149,5192024Revenue 2025: $1,239,743Expenses 2025: $1,032,469Net Income 2025: $207,2742025

Highlighted filing

2017

Revenue$857,083
Expenses$776,164
Net Income$80,919
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 5, 2017
Return Version
2016v3.0
Gross Receipts
$1,302,509
Mission and Program Overview

Mission

Encourage superior scholastic achievement among students in their first year at institutions granting baccalaureate degrees; promote intelligent living, service, and a continued high standard of learning; assist students in recognizing and developing meaningful goals for their roles in society.

To perpetuate scholastic achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,283,504$4,533,262▲ $1,249,758
Cash and Non-Interest-Bearing Accounts$1,018,429$584,626▼ $433,803
Inventories for Sale or Use$41,246$57,066▲ $15,820
Accounts Receivable$57,733$50,172▼ $7,561
Prepaid Expenses and Deferred Charges$10,081$20,680▲ $10,599
Land, Buildings, and Equipment, Net$4,534$3,088▼ $1,446
Other Notes and Loans Receivable, Net$3,000$3,000→ $0
Savings and Temporary Cash Investments-$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-
Total Assets$4,929,551$5,253,217▲ $323,666
Other Assets Total$511,024$1,323▼ $509,701
Liabilities
Deferred Revenue$5,185$7,296▲ $2,111
Other Liabilities-$1,862-
Accounts Payable and Accrued Expenses$12,217$1,229▼ $10,988
Total Liabilities$17,402$10,387▼ $7,015
Net Assets / Fund Balance
Unrestricted Net Assets$4,892,242$5,222,923▲ $330,681
Temporarily Rstr Net Assets$19,907$19,907→ $0
Total Net Assets Fund Balance$4,912,149$5,242,830▲ $330,681
Total Liabilities and Net Assets / Fund Balance$4,929,551$5,253,217▲ $323,666

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,088$15,799$18,887
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Eileen MerbergExecutive DirectorFT$96,670$96,670

Board Members and Trustees

NameTitle
Susan Melson Huffman PhdPresident
Anthony HelmsCouncil Member
Carrie ArnoldCouncil Member
David KaneCouncil Member
David TindallCouncil Member
MALLORY McCONATHYCouncil Member
Tracy HartCouncil Member
Will CovingtonCouncil Member
Marty KnepperEditor
Lisa RuchVP Ch Relations
Sharon Emerson-stonnellVP Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$82
Program Service Revenue
$612,524
Investment Income
$244,477
Other Revenue
$0
All Other Contributions
$82
Change in Net Assets
$80,919

Audited Revenue Reconciliation

Revenue per Audited Statements
$857,083
Revenue Not Reported on Form 990
$249,762
Total Revenue per Audited Statements
$1,106,845
Total Revenue per Form 990
$857,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$297,422
Salaries, Compensation, and Employee Benefits$268,930
Grants and Similar Amounts Paid$209,812
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$209,812--$209,812
Other Salaries and Wages-$116,472-$116,472
Current Officers, Directors, Trustees, and Key Employees-$96,670-$96,670
All Other Expenses$21,649$60,147-$81,796
Other Employee Benefits-$38,694-$38,694
Occupancy-$17,888-$17,888
Other Expenses$86,394$17,738-$17,738
Payroll Taxes-$17,094-$17,094
Fees for Services Accounting-$12,995-$12,995
Travel-$8,111-$8,111
Office Expenses-$6,287-$6,287
Insurance-$2,487-$2,487
Depreciation Depletion-$1,446-$1,446
Total Functional Expenses$317,855$458,309$0$776,164

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$776,164
Total Expenses per Audited Statements$776,164
Total Expenses per Form 990$776,164
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Chapters$1,685
Sales Taxes$177
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 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 11B: Form 990 Review Process

“The executive director e-mails a draft of the complete form 990 to all council members. The council members review the draft and send an acknowledgement to the national office that they have done so.”

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

“Disclosure form must be filed annually by all specified parties (specifically the national council). Full disclosure must be made by interested parties to the national council in all conflicts of interest.enforcement entails exclusion from voting and participation in any discussion or debate of the national council or of any committee thereof, in which the subject of discussion is a contract, transaction or situation in which there may be a perceived or actual conflict of interest.”

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

“The national council approves the annual budget at the annual meeting in june. The executive committee and a senior representative of the national council meet as the personnel committee each spring. The senior representative is elected by the non-officer members of the national council and conducts a survey of the national council members regarding the performance of the executive director. The senior representative summarizes the survey results for the executive committee/personnel committee. The national president presents the evaluation results to the executive director at the national council meeting in june. The national president prepares the continuing letter of employment for the executive director which contains the details of the compensation package and any salary increase.”

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

“The personnel committee, in conjunction with the executive director, makes salary recommendations to the national council for approval as part of the budget. The executive director prepares continuing letters of employment for the full-time employees. These letters contain the details of the compensation package and any salary increases.”

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

“All are made available upon request.”

Filing and Contact Details

Filer

Filer Name
National Alpha Lambda Delta Inc
EIN
59-6134595
Phone
5853640840
Address
PO BOX 444, FAIRPORT, NY 14450

Signing Officer

Name
Eileen Merberg
Title
Executive Director
Signed
2017-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eileen Merberg
Formed
1996
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
8
Volunteers
550

Preparer

Firm
Robinson & Gordon CPAS PC
Address
95 Allens Creek Rd Bldg 1 202, Rochester, NY 14618
Preparer
Mark J Robinson
Phone
5852449590
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: torch awards other program services 5: encourage superior scholastic achievement”

Form 990, Part IX, Line 24E: Other Expenses

“CREDIT CARD PROCESSING: Column (A) - Total = $16329; Column (B) - Program Services = $0; Column (C) - Management & General = $16329; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“DUES & SUBSCRIPTIONS: Column (A) - Total = $234; Column (B) - Program Services = $0; Column (C) - Management & General = $234; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“EXECUTIVE MEETINGS: Column (A) - Total = $2938; Column (B) - Program Services = $0; Column (C) - Management & General = $2938; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“MEMBERSHIP EXPENSES: Column (A) - Total = $6386; Column (B) - Program Services = $0; Column (C) - Management & General = $6386; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“MISCELLANEOUS: Column (A) - Total = $5294; Column (B) - Program Services = $0; Column (C) - Management & General = $5294; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“MISCELLANEOUS: Column (A) - Total = $7811; Column (B) - Program Services = $7811; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“NEWSLETTER-THE FLAME: Column (A) - Total = $13838; Column (B) - Program Services = $13838; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and Shipping: Column (A) - Total = $13337; Column (B) - Program Services = $0; Column (C) - Management & General = $13337; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Printing and Publications: Column (A) - Total = $4524; Column (B) - Program Services = $0; Column (C) - Management & General = $4524; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“REPAIRS & MAINTENANCE: Column (A) - Total = $1400; Column (B) - Program Services = $0; Column (C) - Management & General = $1400; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SMALL EQUIPMENT PURCHASES: Column (A) - Total = $6237; Column (B) - Program Services = $0; Column (C) - Management & General = $6237; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“STAFF DEVELOPMENT: Column (A) - Total = $583; Column (B) - Program Services = $0; Column (C) - Management & General = $583; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TELEPHONE: Column (A) - Total = $2885; Column (B) - Program Services = $0; Column (C) - Management & General = $2885; Column (D) - Fundraising = $0”

Form 990, Part I, Line 6

“Each of the chapter advisors are volunteers of the organization. There are 275 chapters and most of those chapters have two advisors.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8President
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP CH RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Dir.
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IRS990/LobbyingActivitiesInd0false
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt05242830
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-8301
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0249762
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt017888
IRS990/OccupancyGrp/TotalAmt017888
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06287
IRS990/OfficeExpensesGrp/TotalAmt06287
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0511024
IRS990/OtherAssetsTotalGrp/EOYAmt01323
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt038694
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038694
IRS990/OtherExpensesGrp/Desc0LEADERSHIP CONFERENCE
IRS990/OtherExpensesGrp/Desc1INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc2COUNCIL MEETINGS
IRS990/OtherExpensesGrp/Desc3SPECIAL PROJECTS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt124068
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt217738
IRS990/OtherExpensesGrp/ProgramServicesAmt086394
IRS990/OtherExpensesGrp/TotalAmt086394
IRS990/OtherExpensesGrp/TotalAmt138212
IRS990/OtherExpensesGrp/TotalAmt224068
IRS990/OtherExpensesGrp/TotalAmt317738
IRS990/OtherLiabilitiesGrp/EOYAmt01862
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0116472
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IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03000
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017094
IRS990/PayrollTaxesGrp/TotalAmt017094
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010081
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020680
IRS990/PrincipalOfficerNm0EILEEN MERBERG
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IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS REVENUE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1601033
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25611
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1601033
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25611
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IRS990/ProgSrvcAccomActy3Grp/Desc0NEWSLETTER - SEMI-ANNUAL PUBLICATION TO ALL MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt013838
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IRS990/PYContributionsGrantsAmt02128
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0196801
IRS990/PYInvestmentIncomeAmt0-41035
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0329521
IRS990/PYOtherRevenueAmt033807
IRS990/PYProgramServiceRevenueAmt0621619
IRS990/PYRevenuesLessExpensesAmt0-200946
IRS990/PYSalariesCompEmpBnftPaidAmt0291143
IRS990/PYTotalExpensesAmt0817465
IRS990/PYTotalRevenueAmt0616519
IRS990/QuidProQuoContributionsInd0false
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt080919
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0601033
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0829008
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0640917
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt01446
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt02182
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0829008
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0640917
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0774718
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0746261
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0108065
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
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IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0201500
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,253,217
Liabilities
$10,387
Net assets
$5,242,830
Revenue
$857,083
Expenses
$776,164
Net income
$80,919
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.98$0.07$6.91$1.24$1.03$0.21
2024Detailed filing. Detailed filing data is available for this year.$6.51$0.12$6.38$0.97$0.82$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.78$0.12$5.66$0.50$0.77$0.27
2022Detailed filing. Detailed filing data is available for this year.$5.72$0.05$5.67$1.15$0.77$0.38
2021Detailed filing. Detailed filing data is available for this year.$6.09$0.01$6.08$1.45$0.64$0.81
2020Detailed filing. Detailed filing data is available for this year.$5.20$0.05$5.15$0.73$0.76$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.36$0.01$5.35$0.84$0.81$0.03
2018Detailed filing. Detailed filing data is available for this year.$5.39$0.02$5.37$0.87$0.79$0.08
2017Detailed filing. Detailed filing data is available for this year.$5.25$0.01$5.24$0.86$0.78$0.08
2016Summary only. Only limited summary data is available for this year.$4.93$0.02$4.91$0.62$0.82$0.20
2015Summary only. Only limited summary data is available for this year.$5.33$0.01$5.32$0.96$0.85$0.11
2014Summary only. Only limited summary data is available for this year.$5.20$0.01$5.19$1.03$0.86$0.16
2013Summary only. Only limited summary data is available for this year.$4.97$0.01$4.96$0.93$0.75$0.18
2012Summary only. Only limited summary data is available for this year.$4.48$0.01$4.47$1.03$0.73$0.30