Civic Intelligence

The Texas State Historical Association

990 • Fiscal year 2016 • EIN 74-6025220

Sep 01, 2015 to Aug 31, 2016 • Filed on Jul 17, 2017

Organization ProfileWWW.TSHAONLINE.ORG

View Organization Page

3001 Lake Austin Boulevard No 3116Austin, TX 78703

(512) 471-2600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.18x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.35x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

5th percentile

-68%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$143,114

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

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

Asset Growth

4th percentile

-29%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

20th percentile

-14%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$3,339,509

Down $1,380,434 (-29%) from 2015

Net Assets

Down

$2,749,019

Down $988,625 (-26%) from 2015

Liabilities

Down

$590,490

Down $391,809 (-40%) from 2015

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin5th percentile

Revenue

Down

$1,703,959

Down $283,804 (-14%) from 2015

Expenses

Down

$2,861,964

Down $92,830 (-3.1%) from 2015

Net Income

Down

-$1,158,005

Down $190,974 (-20%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,179,107Liabilities 2011: $319,063Net Assets 2011: $2,860,0442011Assets 2012: $4,362,746Liabilities 2012: $84,279Net Assets 2012: $4,278,4672012Assets 2013: $4,110,059Liabilities 2013: $106,142Net Assets 2013: $4,003,9172013Assets 2014: $5,325,530Liabilities 2014: $440,476Net Assets 2014: $4,885,0542014Assets 2015: $4,719,943Liabilities 2015: $982,299Net Assets 2015: $3,737,6442015Assets 2016: $3,339,509Liabilities 2016: $590,490Net Assets 2016: $2,749,0192016Assets 2017: $2,817,663Liabilities 2017: $677,085Net Assets 2017: $2,140,5782017Assets 2018: $2,275,217Liabilities 2018: $548,870Net Assets 2018: $1,726,3472018Assets 2019: $2,877,333Liabilities 2019: $491,537Net Assets 2019: $2,385,7962019Assets 2020: $3,131,063Liabilities 2020: $612,124Net Assets 2020: $2,518,9392020Assets 2021: $3,473,325Liabilities 2021: $337,413Net Assets 2021: $3,135,9122021Assets 2022: $2,419,984Liabilities 2022: $433,414Net Assets 2022: $1,986,5702022Assets 2023: $2,689,484Liabilities 2023: $287,606Net Assets 2023: $2,401,8782023Assets 2024: $2,643,603Liabilities 2024: $260,525Net Assets 2024: $2,383,0782024

Highlighted filing

2016

Assets$3,339,509
Liabilities$590,490
Net Assets$2,749,019
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $1,933,4752011Expenses 2012: $1,939,0472012Revenue 2013: $1,515,045Expenses 2013: $1,897,870Net Income 2013: -$382,8252013Revenue 2014: $2,946,540Expenses 2014: $2,092,422Net Income 2014: $854,1182014Revenue 2015: $1,987,763Expenses 2015: $2,954,794Net Income 2015: -$967,0312015Revenue 2016: $1,703,959Expenses 2016: $2,861,964Net Income 2016: -$1,158,0052016Revenue 2017: $2,196,482Expenses 2017: $2,690,694Net Income 2017: -$494,2122017Revenue 2018: $1,779,380Expenses 2018: $2,199,823Net Income 2018: -$420,4432018Revenue 2019: $2,166,824Expenses 2019: $1,409,420Net Income 2019: $757,4042019Revenue 2020: $1,524,927Expenses 2020: $1,570,530Net Income 2020: -$45,6032020Revenue 2021: $1,811,819Expenses 2021: $1,528,567Net Income 2021: $283,2522021Revenue 2022: $1,103,772Expenses 2022: $1,724,467Net Income 2022: -$620,6952022Revenue 2023: $1,905,287Expenses 2023: $1,555,500Net Income 2023: $349,7872023Revenue 2024: $1,815,096Expenses 2024: $2,097,410Net Income 2024: -$282,3142024

Highlighted filing

2016

Revenue$1,703,959
Expenses$2,861,964
Net Income-$1,158,005
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 17, 2017
Return Version
2015v3.0
Gross Receipts
$4,691,197
Mission and Program Overview

Mission

TSHA Publications and Digital Gateway content delivery. Program Summary (See Schedule O for details): Handbook of Texas, Southwest Historical Quarterly, TSHA Press, Texas Almanac, Legacy of Texas Online Store, Digital Gateway, Texas Day by Day Feed.

To foster the appreciation, understanding and teaching of texas history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,755,898$2,860,839▼ $895,059
Pledges and Grants Receivable$476,361$151,459▼ $324,902
Inventories for Sale or Use$109,081$108,384▼ $697
Land, Buildings, and Equipment, Net$93,835$103,506▲ $9,671
Accounts Receivable$58,181$41,878▼ $16,303
Cash and Non-Interest-Bearing Accounts$216,978$37,656▼ $179,322
Prepaid Expenses and Deferred Charges$9,609$35,787▲ $26,178
Total Assets$4,719,943$3,339,509▼ $1,380,434
Liabilities
Grants Payable$558,579--
Mortgage Notes Payable Secured by Investment Property$350,000$450,270▲ $100,270
Accounts Payable and Accrued Expenses$73,720$140,220▲ $66,500
Total Liabilities$982,299$590,490▼ $391,809
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,383,929$3,835,277▲ $451,348
Temporarily Rstr Net Assets$909,186$945,444▲ $36,258
Unrestricted Net Assets$-555,471$-2,031,702▼ $1,476,231
Total Net Assets Fund Balance$3,737,644$2,749,019▼ $988,625
Total Liabilities and Net Assets / Fund Balance$4,719,943$3,339,509▼ $1,380,434

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$103,506$38,867$142,373

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,876,802$651,083▲ $391,863$118,838$3,835,277
2014$4,624,916$1,127,365▲ $152,358$1,027,837$4,876,802
2013$3,815,708$1,495,300▲ $256,625$942,717$4,624,916
2012$3,715,278-▲ $143,668$43,238$3,815,708
2011$2,241,871$1,520,461▲ $141,578$188,632$3,715,278
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian BolingerCEOFT$127,902$15,212$143,114
Steve CureCOOFT$79,665$12,234$91,899

Board Members and Trustees

NameTitle
Gregg CantrellPast President (2013)
John L NauPast President (2014)
Lynn DentonPresident
Stephen C CookFirst Vice President
Paula Mitchell MarksSecond Vice President
Carlos BlantonDirector
David a GravelleDirector
Emilio ZamoraDirector
Homero S VeraDirector
James H Clement JrDirector
Jean a StuntzDirector
Jeff DunnDirector
Jessica Brannon-wranoskyDirector
Kay Bailey HutchisonDirector
Mary Margaret McallenDirector
Nancy PaupDirector
Rebecca SharplessDirector
Richard B MccaslinDirector
Thomas R PhillipsDirector
Wm DulaneyDirector
John W CrainHonorary Life Board Member
Jp BryanHonorary Life Board Member
Walter L BuengerHonorary Life Board Member
John Miller MorrisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,219,349
Program Service Revenue
$181,233
Investment Income
$209,421
Other Revenue
$93,956
All Other Contributions
$985,387
Change in Net Assets
$-1,158,005

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,690,891
Revenue Not Reported on Financial Statements
$13,068
Revenue Not Reported on Form 990
$778,288
Total Revenue per Audited Statements
$2,469,179
Total Revenue per Form 990
$1,703,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,792,791
Other Expenses$1,069,173
Total Fundraising Expense$290,823
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,016,046$76,015$128,617$1,220,678
Conferences and Meetings$245,689$607$10,116$256,412
Current Officers, Directors, Trustees, and Key Employees$182,625$24,350$36,525$243,500
Advertising$184,994$9,411$20,163$214,568
Information Technology$188,584$4,070$7,105$199,759
Other Employee Benefits$122,091$19,017$20,444$161,552
Office Expenses$102,905$7,973$16,678$127,556
Payroll Taxes$90,816$8,058$13,222$112,096
Travel$76,939$2,688$20,388$100,015
Pension Plan Contributions$44,807$2,870$7,288$54,965
Fees for Services Accounting-$36,805-$36,805
Depreciation Depletion$14,604$1,624$2,836$19,064
Interest$10,311$1,439$2,002$13,752
Insurance$8,111$902$1,575$10,588
Fees for Services Legal-$6,661-$6,661
Other Expenses$2,891$655$144$3,690
All Other Expenses$350--$350
Total Functional Expenses$2,357,541$213,600$290,823$2,861,964

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,457,804
Expenses per Audited Statements$2,861,964
Total Expenses per Form 990$2,861,964
Expenses Not Reported on Form 990$595,840
Expenses Not Reported on Financial Statements$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
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Texas state historical association is a membership organization.”

Form 990, Part VI, Section A, Line 7A

“The membership votes on the board of directors.”

Form 990, Part VI, Section A, Line 7B

“The membership votes on the board of directors.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the finance committee prior to the filing of the tax return.”

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

“The board of directors receives the conflict of interest policy yearly for their review. Board of directors are required to disclose any conflicts. The board reviews conflicts as they arise throughout the year.”

Form 990, Part VI, Section B, Line 15

“The compensation for all top positions within the organization require review of comparability data with approval by the executive director.”

Form 990, Part VI, Section C, Line 18

“Texas state historical association does not have a copy of their form 1023, but it does have a 501(c)(3)determination letter.”

Form 990, Part VI, Section C, Line 19

“The bylaws of the texas state historical association are on its website. The financial statements are published annually in the southwestern historical quarterly.”

Filing and Contact Details

Filer

Filer Name
Texas State Historical Association
EIN
74-6025220
Phone
5124712600
Address
3001 LAKE AUSTIN BOULEVARD NO 3116, AUSTIN, TX 78703

Signing Officer

Name
Brian a Bolinger
Title
CEO
Phone
5124712600
Signed
2017-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian a Bolinger
Formed
1897
Legal Domicile
TX
Voting Board Members
24
Independent Board Members
24
Employees
36
Volunteers
190

Preparer

Firm
Rsm US Llp
Address
811 BARTON SPRINGS ROAD SUITE 500, AUSTIN, TX 78704
Preparer
Josie Behrend
Phone
5124760717
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has an audit committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. The review process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The association's endowment consists of approximately 40 individual funds established for a variety of purposes. The association has investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the long-term investment goal of the endowment assets. Under this policy, as approved by the board of directors, the endowment assets are invested to achieve a targeted minimum total rate of return.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Publications production - cost of goods sold 270,504.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Publications production - cost of goods sold 270,504.”

Raw XML AppendixShowing 400 of 660 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/Desc0THE ASSOCIATION'S PUBLICATIONS INCLUDE THE SOUTHWESTERN HISTORICAL QUARTERLY, MORE THAN 150 SCHOLARLY BOOKS, THE TEXAS ALMANAC, AND THE WELL KNOWN HANDBOOK OF TEXAS ONLINE. THE ONLINE HANDBOOK, ONE OF THE NATION'S PREEMINENT STATE HISTORY ENCYCLOPEDIA, ATTRACT 1.5 MILLION PAGE VIEWS PER MONTH. THROUGH ITS EDUCATION PROGRAMS, THE ASSOCIATION DIRECTLY SERVES NEARLY 50,000 ELEMENTARY THROUGH COLLEGE-AGED STUDENTS EACH YEAR, WHILE INDIRECTLY REACHING AN ADDITIONAL 90,000 THROUGH ITS TEACHER TRAINING OPPORTUNITIES. FURTHER OUTREACH INITIATIVES OF TSHA INCLUDE ITS ANNUAL MEETING, AUGMENTED BY VARIOUS CO-SPONSORED MEETINGS AND EVENTS AROUND THE STATE. THESE PROGRAMS MAKE UP THE CORE OF TSHA'S COMMITMENT TO ITS MISSION.
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IRS990/Form990PartVIISectionAGrp/PersonNm2PAULA MITCHELL MARKS
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN L NAU
IRS990/Form990PartVIISectionAGrp/PersonNm4GREGG CANTRELL
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN MILLER MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm6MARY MARGARET MCALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm7CARLOS BLANTON
IRS990/Form990PartVIISectionAGrp/PersonNm8JESSICA BRANNON-WRANOSKY
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES H CLEMENT JR
IRS990/Form990PartVIISectionAGrp/PersonNm10WM DULANEY
IRS990/Form990PartVIISectionAGrp/PersonNm11JEFF DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID A GRAVELLE
IRS990/Form990PartVIISectionAGrp/PersonNm13KAY BAILEY HUTCHISON
IRS990/Form990PartVIISectionAGrp/PersonNm14RICHARD B MCCASLIN
IRS990/Form990PartVIISectionAGrp/PersonNm15NANCY PAUP
IRS990/Form990PartVIISectionAGrp/PersonNm16THOMAS R PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm17REBECCA SHARPLESS
IRS990/Form990PartVIISectionAGrp/PersonNm18JEAN A STUNTZ
IRS990/Form990PartVIISectionAGrp/PersonNm19HOMERO S VERA
IRS990/Form990PartVIISectionAGrp/PersonNm20EMILIO ZAMORA
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IRS990/Form990PartVIISectionAGrp/PersonNm22WALTER L BUENGER
IRS990/Form990PartVIISectionAGrp/PersonNm23JOHN W CRAIN
IRS990/Form990PartVIISectionAGrp/PersonNm24BRIAN BOLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm25STEVE CURE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECOND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST PRESIDENT (2014)
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT (2013)
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21HONORARY LIFE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22HONORARY LIFE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23HONORARY LIFE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt25COO
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02888425
IRS990/GrossReceiptsAmt04691197
IRS990/GrossSalesOfInventoryAmt0280556
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04070
IRS990/InformationTechnologyGrp/ProgramServicesAmt0188584
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IRS990/InsuranceGrp/ManagementAndGeneralAmt0902
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IRS990/InsuranceGrp/TotalAmt010588
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037730
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0233962
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/OtherExpensesGrp/TotalAmt23720
IRS990/OtherExpensesGrp/TotalAmt33690
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt118920
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt076015
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01016046
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IRS990/PartialLiquidationInd00
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IRS990/PayrollTaxesGrp/FundraisingAmt013222

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,339,509
Liabilities
$590,490
Net assets
$2,749,019
Revenue
$1,703,959
Expenses
$2,861,964
Net income
-$1,158,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.64$0.26$2.38$1.82$2.10$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.29$2.40$1.91$1.56$0.35
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.43$1.99$1.10$1.72$0.62
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.34$3.14$1.81$1.53$0.28
2020Detailed filing. Detailed filing data is available for this year.$3.13$0.61$2.52$1.52$1.57$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.88$0.49$2.39$2.17$1.41$0.76
2018Summary only. Only limited summary data is available for this year.$2.28$0.55$1.73$1.78$2.20$0.42
2017Summary only. Only limited summary data is available for this year.$2.82$0.68$2.14$2.20$2.69$0.49
2016Detailed filing. Detailed filing data is available for this year.$3.34$0.59$2.75$1.70$2.86$1.16
2015Detailed filing. Detailed filing data is available for this year.$4.72$0.98$3.74$1.99$2.95$0.97
2014Detailed filing. Detailed filing data is available for this year.$5.33$0.44$4.89$2.95$2.09$0.85
2013Summary only. Only limited summary data is available for this year.$4.11$0.11$4.00$1.52$1.90$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.08$4.28$1.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.32$2.86$1.93
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits