Civic Intelligence

The Austin Symphony Orchestra Society Endowment Fund Trust

990 • Fiscal year 2017 • EIN 74-6435533

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 12, 2018

Organization Profilewww.austinsymphony.org
1101 Red RiverAustin, TX 78701

(512) 476-6064

Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.55x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

56th percentile

6.4%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-4.1%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$12,596,026

Up $754,429 (+6.4%) from 2016

Net Assets

Up

$12,293,640

Up $740,881 (+6.4%) from 2016

Liabilities

Up

$302,386

Up $13,548 (+4.7%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin79th percentile

Revenue

Down

$551,209

Down $23,364 (-4.1%) from 2016

Expenses

Down

$432,562

Down $2,216 (-0.5%) from 2016

Net Income

Down

$118,647

Down $21,148 (-15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $7,587,823Liabilities 2010: $156,089Net Assets 2010: $7,431,7342010Assets 2011: $8,721,905Liabilities 2011: $179,593Net Assets 2011: $8,542,3122011Assets 2012: $8,977,105Liabilities 2012: $200,652Net Assets 2012: $8,776,4532012Assets 2013: $9,472,616Liabilities 2013: $222,845Net Assets 2013: $9,249,7712013Assets 2014: $11,850,047Liabilities 2014: $249,413Net Assets 2014: $11,600,6342014Assets 2015: $11,451,009Liabilities 2015: $272,257Net Assets 2015: $11,178,7522015Assets 2016: $11,841,597Liabilities 2016: $288,838Net Assets 2016: $11,552,7592016Assets 2017: $12,596,026Liabilities 2017: $302,386Net Assets 2017: $12,293,6402017Assets 2018: $13,424,550Liabilities 2018: $328,217Net Assets 2018: $13,096,3332018Assets 2019: $13,232,501Liabilities 2019: $0Net Assets 2019: $13,232,5012019Assets 2020: $13,962,330Liabilities 2020: $0Net Assets 2020: $13,962,3302020Assets 2021: $16,999,077Liabilities 2021: $0Net Assets 2021: $16,999,0772021Assets 2022: $14,081,417Liabilities 2022: $0Net Assets 2022: $14,081,4172022Assets 2023: $14,701,256Liabilities 2023: $0Net Assets 2023: $14,701,2562023Assets 2024: $17,479,358Liabilities 2024: $0Net Assets 2024: $17,479,3582024

Highlighted filing

2017

Assets$12,596,026
Liabilities$302,386
Net Assets$12,293,640
Open 2017 Filing

Operations Trend

Revenue Growth24th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $295,0782010Expenses 2011: $253,0752011Revenue 2012: $177,896Expenses 2012: $272,369Net Income 2012: -$94,4732012Expenses 2013: $295,5762013Revenue 2014: $1,678,112Expenses 2014: $343,184Net Income 2014: $1,334,9282014Revenue 2015: $1,059,305Expenses 2015: $421,163Net Income 2015: $638,1422015Revenue 2016: $574,573Expenses 2016: $434,778Net Income 2016: $139,7952016Revenue 2017: $551,209Expenses 2017: $432,562Net Income 2017: $118,6472017Revenue 2018: $808,901Expenses 2018: $483,706Net Income 2018: $325,1952018Revenue 2019: $2,296,059Expenses 2019: $471,625Net Income 2019: $1,824,4342019Revenue 2020: $1,273,269Expenses 2020: $535,382Net Income 2020: $737,8872020Revenue 2021: $796,270Expenses 2021: $608,598Net Income 2021: $187,6722021Revenue 2022: $918,867Expenses 2022: $595,335Net Income 2022: $323,5322022Revenue 2023: $452,628Expenses 2023: $634,732Net Income 2023: -$182,1042023Revenue 2024: $1,050,035Expenses 2024: $654,581Net Income 2024: $395,4542024

Highlighted filing

2017

Revenue$551,209
Expenses$432,562
Net Income$118,647
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 12, 2018
Return Version
2016v3.0
Gross Receipts
$4,047,413
Mission and Program Overview

Mission

Providing financial support to The Austin Symphony Orchestra Society, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,034,854$11,737,241▲ $702,387
Savings and Temporary Cash Investments$443,590$515,632▲ $72,042
Pledges and Grants Receivable$363,153$343,153▼ $20,000
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$11,841,597$12,596,026▲ $754,429
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$288,838$302,386▲ $13,548
Total Liabilities$288,838$302,386▲ $13,548
Net Assets / Fund Balance
Permanently Rstr Net Assets$10,965,930$10,995,678▲ $29,748
Temporarily Rstr Net Assets$586,829$1,297,962▲ $711,133
Total Net Assets Fund Balance$11,552,759$12,293,640▲ $740,881
Total Liabilities and Net Assets / Fund Balance$11,841,597$12,596,026▲ $754,429

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$11,189,605$49,749▲ $1,143,695-$11,950,487
2015$10,827,199$263,828▲ $533,356-$11,189,605
2014$11,179,855$315,065▼ $246,558-$10,827,199
2013$8,679,288$1,499,344▲ $1,344,407-$11,179,855
2012$7,896,798$336,780▲ $741,286-$8,679,288
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Dr Ernest C ButlerChair
Anthony CorroaEx Director Symphony
Daniel B Powell IIITrustee
David DouglasTrustee
Dr Craig C KuglenTrustee
Dr John McFarlaneTrustee
Joe R LongTrustee
Linda Van BavelTrustee
Margaret DanforthTrustee
Patricia K HarrisTrustee
Paul NathoTrustee
Sam A WilsonTrustee
Steve A WilsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$29,748
Program Service Revenue
$0
Investment Income
$521,461
Other Revenue
$0
All Other Contributions
$29,748
Change in Net Assets
$118,647

Audited Revenue Reconciliation

Revenue per Audited Statements
$551,209
Revenue Not Reported on Form 990
$622,234
Total Revenue per Audited Statements
$1,173,443
Total Revenue per Form 990
$551,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$432,562
Total Fundraising Expense$13,548
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$419,014--$419,014
Other Expenses--$13,548$13,548
Total Functional Expenses$419,014$0$13,548$432,562

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$432,562
Total Expenses per Audited Statements$432,562
Total Expenses per Form 990$432,562
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 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
Yes
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

“Sam A. Wilson and Steve A.Wilson are Father and Son, respectively.”

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

“Form 990 is provided to the trustees for their review prior to an officer signing and filing the return.”

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

“The eleven member board of trustees regularly meet to review investment policies, the amount of support to send to the Austin Symphony, and any changes in activities that would violate the conflict of interest policy.”

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

“Documents open to public inspection will be provided by making a formal, written request to the appropriate organization representative.”

Filing and Contact Details

Filer

Filer Name
The Austin Symphony Orchestra Society
EIN
74-6435533
Phone
5124766064
Address
1101 Red River, Austin, TX 78701

Signing Officer

Name
Anthony Corroa
Title
Ex Director Symphony
Signed
2018-07-12
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Dunagan Jack LLP
Address
3724 Jefferson Street Suite 307, Austin, TX 78731
Preparer
Bob Dunagan
Phone
5124208997
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The earnings from the endowment funds of The Austin Symphony Orchestra Society Endowment Fund Trust (Trust) are used to support the activities of The Austin Symphony Orchestra Society, Inc. The Trust is a Type I supporting organization described in section 509(a)(3)of the Internal Revenue Code.”

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IRS990/Form990PartVIISectionAGrp/PersonNm12Anthony Corroa
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IRS990/MissionDesc0Providing financial support to The Austin Symphony Orchestra Society, Inc.
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt011552759
IRS990/NetAssetsOrFundBalancesEOYAmt012293640
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0279711
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetUnrlzdGainsLossesInvstAmt0622234
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Reimb. ASO for personnel costs
IRS990/OtherExpensesGrp/FundraisingAmt013548
IRS990/OtherExpensesGrp/TotalAmt013548
IRS990/OtherRevenueTotalAmt00
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0419014
IRS990/PaymentsToAffiliatesGrp/TotalAmt0419014
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010965930
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010995678
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0363153
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0343153
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0275428
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0299145
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0434778
IRS990/PYRevenuesLessExpensesAmt0139795
IRS990/PYTotalExpensesAmt0434778
IRS990/PYTotalRevenueAmt0574573
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0118647
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0443590
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0515632
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt013548
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0746000068
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt013548
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0419014
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Austin Symphony Orchestra Soc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0419014
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt013548
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt011189605
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt049749
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt011950487
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0419014
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01143695
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt016581
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010827199
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0263828
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt011189605
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0418197
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0533356
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt022845
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt011179855
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0315065
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010827199
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0398318
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-246558
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt026567
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08679288
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01499344
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt011179855
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0316617
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01344407
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt022194
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07896798
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0336780
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08679288
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0273382
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0741286
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0432562
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0622234
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.89140
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt0622234
IRS990ScheduleD/RevenueSubtotalAmt0551209
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The earnings from the endowment funds of The Austin Symphony Orchestra Society Endowment Fund Trust (Trust) are used to support the activities of The Austin Symphony Orchestra Society, Inc. The Trust is a Type I supporting organization described in section 509(a)(3)of the Internal Revenue Code.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.10860
IRS990ScheduleD/TotalExpensesPerForm990Amt0432562
IRS990ScheduleD/TotalRevenuePerForm990Amt0551209
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01173443
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0432562
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sam A. Wilson and Steve A.Wilson are Father and Son, respectively.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is provided to the trustees for their review prior to an officer signing and filing the return.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$12,596,026
Liabilities
$302,386
Net assets
$12,293,640
Revenue
$551,209
Expenses
$432,562
Net income
$118,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$1.05$0.65$0.40
2023Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.45$0.63$0.18
2022Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.92$0.60$0.32
2021Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.80$0.61$0.19
2020Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$1.27$0.54$0.74
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$2.30$0.47$1.82
2018Detailed filing. Detailed filing data is available for this year.$13.4$0.33$13.1$0.81$0.48$0.33
2017Detailed filing. Detailed filing data is available for this year.$12.6$0.30$12.3$0.55$0.43$0.12
2016Detailed filing. Detailed filing data is available for this year.$11.8$0.29$11.6$0.57$0.43$0.14
2015Detailed filing. Detailed filing data is available for this year.$11.5$0.27$11.2$1.06$0.42$0.64
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.25$11.6$1.68$0.34$1.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.47$0.22$9.25$0.30
2012Summary only. Only limited summary data is available for this year.$8.98$0.20$8.78$0.18$0.27$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.72$0.18$8.54$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.59$0.16$7.43$0.30