Civic Intelligence

Evergreen Teachers Association

990 • Fiscal year 2015 • EIN 77-0002410

Sep 01, 2014 to Aug 31, 2015 • Filed on Mar 01, 2016

888 S Capitol AveSan Jose, CA 95127

(408) 272-0601

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

46th percentile

2.4%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

62nd percentile

$4,100

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

53rd percentile

3.7%

Faster asset growth than 53% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

33rd percentile

-3.0%

Faster revenue growth than 33% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$172,071

Up $6,113 (+3.7%) from 2014

Net Assets

Up

$172,071

Up $6,113 (+3.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$252,499

Down $7,922 (-3.0%) from 2014

Expenses

Down

$246,386

Down $378 (-0.2%) from 2014

Net Income

Down

$6,113

Down $7,544 (-55%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $205,300Liabilities 2011: $0Net Assets 2011: $205,3002011Assets 2012: $180,566Liabilities 2012: $0Net Assets 2012: $180,5662012Assets 2013: $152,301Liabilities 2013: $0Net Assets 2013: $152,3012013Assets 2014: $165,958Liabilities 2014: $0Net Assets 2014: $165,9582014Assets 2015: $172,071Liabilities 2015: $0Net Assets 2015: $172,0712015Assets 2016: $193,281Liabilities 2016: $0Net Assets 2016: $193,2812016Assets 2017: $187,529Liabilities 2017: $0Net Assets 2017: $187,5292017Assets 2018: $192,002Liabilities 2018: $0Net Assets 2018: $192,0022018Assets 2019: $194,192Liabilities 2019: $0Net Assets 2019: $194,1922019Assets 2020: $213,914Liabilities 2020: $0Net Assets 2020: $213,9142020Assets 2021: $299,789Liabilities 2021: $40,894Net Assets 2021: $258,8952021Assets 2022: $295,589Liabilities 2022: $0Net Assets 2022: $295,5892022Assets 2023: $353,048Net Assets 2023: $353,0482023Assets 2024: $327,270Net Assets 2024: $327,2702024Assets 2025: $353,444Net Assets 2025: $353,4442025

Highlighted filing

2015

Assets$172,071
Liabilities$0
Net Assets$172,071

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $205,836Expenses 2011: $215,050Net Income 2011: -$9,2142011Revenue 2012: $200,353Expenses 2012: $225,087Net Income 2012: -$24,7342012Revenue 2013: $200,481Expenses 2013: $228,746Net Income 2013: -$28,2652013Revenue 2014: $260,421Expenses 2014: $246,764Net Income 2014: $13,6572014Revenue 2015: $252,499Expenses 2015: $246,386Net Income 2015: $6,1132015Revenue 2016: $250,237Expenses 2016: $229,027Net Income 2016: $21,2102016Revenue 2017: $232,331Expenses 2017: $238,083Net Income 2017: -$5,7522017Revenue 2018: $228,157Expenses 2018: $223,684Net Income 2018: $4,4732018Revenue 2019: $216,992Expenses 2019: $214,802Net Income 2019: $2,1902019Revenue 2020: $207,841Expenses 2020: $188,119Net Income 2020: $19,7222020Revenue 2021: $203,882Expenses 2021: $158,901Net Income 2021: $44,9812021Revenue 2022: $202,143Expenses 2022: $165,449Net Income 2022: $36,6942022Revenue 2023: $196,114Expenses 2023: $138,655Net Income 2023: $57,4592023Revenue 2024: $188,192Expenses 2024: $213,970Net Income 2024: -$25,7782024Revenue 2025: $195,117Expenses 2025: $168,943Net Income 2025: $26,1742025

Highlighted filing

2015

Revenue$252,499
Expenses$246,386
Net Income$6,113
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Mar 1, 2016
Return Version
2014v6.0
Gross Receipts
$252,499
Mission and Program Overview

Mission

To represent its members in their relations with their employer in all matters relating to employment conditions, including but not limited to wages, hours, and other terms and conditions of employment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$128,795$144,981▲ $16,186
Cash and Non-Interest-Bearing Accounts$35,354$23,481▼ $11,873
Land, Buildings, and Equipment, Net$1,809$3,609▲ $1,800
Accounts Receivable-$0-
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$165,958$172,071▲ $6,113
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$165,958$172,071▲ $6,113
Total Net Assets Fund Balance$165,958$172,071▲ $6,113
Total Liabilities and Net Assets / Fund Balance$165,958$172,071▲ $6,113

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,609$8,100$11,709
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Desiree Johnson RussellVice President-$4,100$4,100
Rita SwencionisTreasurer-$3,000$3,000
Sarah CiccarelloSecretary-$3,000$3,000
Suzanne LimaOutreach Chair-$1,750$1,750
Christine BowersGrievance Chair-$1,500$1,500
Julie Watkinscurriculum CHR-$1,000$1,000
Lisa SoaresPac Chair-$1,000$1,000
Maritza CervantesMinority Rep-$1,000$1,000
TERRI O'NEILLElections Chair-$1,000$1,000
Brian WheatleyPresidentFT$600$600

Board Members and Trustees

NameTitle
Sarah JohnsonMembership CHR
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$252,444
Investment Income
$55
Other Revenue
$0
Change in Net Assets
$6,113

Audited Revenue Reconciliation

Revenue per Audited Statements
$252,499
Revenue Not Reported on Form 990
$5,280
Total Revenue per Audited Statements
$257,779
Total Revenue per Form 990
$252,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$218,521
Salaries, Compensation, and Employee Benefits$27,865
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$22,537
Current Officers, Directors, Trustees, and Key Employees---$17,950
Other Salaries and Wages---$9,915
All Other Expenses---$8,644
Fees for Services Accounting---$7,818
Other Expenses---$3,569
Office Expenses---$1,453
Depreciation Depletion---$757
Insurance---$125
Total Functional Expenses$0$0$0$246,386

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$251,666
Expenses per Audited Statements$246,386
Total Expenses per Form 990$246,386
Expenses Not Reported on Form 990$5,280
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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 11B: Form 990 Review Process

The board reviewed the draft of the form 990 for comment, editing, and aproval. Upon board approval, the form 990 was finalized for signing, and each board member received a copy of the final return before filing.

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

The conflict of interest policy is provided to all new officers who are required to sign a statement agreeing to the policy. The statement is maintained in the personnel file. The conflict of interest policy is reviewed with each officer at the time of their performance review.all board members are required to sign a statement agreeing to the conflict of interest policy upon election to the board of directors.

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

Compensation is determined annually during the budgeting process. Officer stipends are reviewed and adjusted based on merit and budgetary considerations. All stipends for all officers are approved by the board during the budgetary process.

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

All such documents are available upon request at the business office, monday through friday, 9am - 4pm.

Filing and Contact Details

Filer

Filer Name
Evergreen Teachers Association
EIN
77-0002410
Phone
4082720601
Address
888 S CAPITOL AVE, SAN JOSE, CA 95127

Signing Officer

Name
Brian Wheatley
Title
President
Signed
2016-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Wheatley
Formed
1981
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Kawamoto Weil & Company
Address
150 E Campbell Ave 201, Campbell, CA 95008
Preparer
Kenneth M Kawamoto
Phone
4083797300
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Dues tsfd to pac fund $5280

Part XII, Line 2D: Other expenses and losses per audited F/S

Dues tsfd to pac fund $5280

Raw XML Appendix400 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/Form990PartVIISectionAGrp/TitleTxt4curriculum chr
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0RELEASE TIME
IRS990/OtherExpensesGrp/Desc1UNISERV ASSESSMENT
IRS990/OtherExpensesGrp/Desc2BARGAINING
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/TotalAmt0113868
IRS990/OtherExpensesGrp/TotalAmt152536
IRS990/OtherExpensesGrp/TotalAmt27214
IRS990/OtherExpensesGrp/TotalAmt33569
IRS990/OtherRevenueMiscGrp/Desc0SCHOLARSHIP DONATIONS
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt09915
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BRIAN WHEATLEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0252444
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0252444
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt054
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0219747
IRS990/PYOtherRevenueAmt0100
IRS990/PYProgramServiceRevenueAmt0260267
IRS990/PYRevenuesLessExpensesAmt013657
IRS990/PYSalariesCompEmpBnftPaidAmt027017
IRS990/PYTotalExpensesAmt0246764
IRS990/PYTotalRevenueAmt0260421
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06113
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0128795
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0144981
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03609
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08100
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011709
IRS990ScheduleD/ExpensesNotReportedAmt05280
IRS990ScheduleD/ExpensesSubtotalAmt0246386
IRS990ScheduleD/OtherExpensesIncludedAmt05280
IRS990ScheduleD/OtherRevenueAmt05280
IRS990ScheduleD/RevenueNotReportedAmt05280
IRS990ScheduleD/RevenueSubtotalAmt0252499
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DUES TSFD TO PAC FUND $5280
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DUES TSFD TO PAC FUND $5280
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03609
IRS990ScheduleD/TotalExpensesPerForm990Amt0246386
IRS990ScheduleD/TotalRevenuePerForm990Amt0252499
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0257779
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0251666
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWED THE DRAFT OF THE FORM 990 FOR COMMENT, EDITING, AND APROVAL. UPON BOARD APPROVAL, THE FORM 990 WAS FINALIZED FOR SIGNING, AND EACH BOARD MEMBER RECEIVED A COPY OF THE FINAL RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL NEW OFFICERS WHO ARE REQUIRED TO SIGN A STATEMENT AGREEING TO THE POLICY. THE STATEMENT IS MAINTAINED IN THE PERSONNEL FILE. THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH EACH OFFICER AT THE TIME OF THEIR PERFORMANCE REVIEW.ALL BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT AGREEING TO THE CONFLICT OF INTEREST POLICY UPON ELECTION TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS DETERMINED ANNUALLY DURING THE BUDGETING PROCESS. OFFICER STIPENDS ARE REVIEWED AND ADJUSTED BASED ON MERIT AND BUDGETARY CONSIDERATIONS. ALL STIPENDS FOR ALL OFFICERS ARE APPROVED BY THE BOARD DURING THE BUDGETARY PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE BUSINESS OFFICE, MONDAY THROUGH FRIDAY, 9AM - 4PM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0165958
IRS990/TotalAssetsEOYAmt0172071
IRS990/TotalAssetsGrp/BOYAmt0165958
IRS990/TotalAssetsGrp/EOYAmt0172071
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0246386
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0165958
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0172071
IRS990/TotalProgramServiceRevenueAmt0252444
IRS990/TotalReportableCompFromOrgAmt017950
IRS990/TotalRevenueGrp/ExclusionAmt055
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0252444
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0252499
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0165958
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0172071
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0165958
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0172071
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O 888 S CAPITOL AVE
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095127
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.ETANEWS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN WHEATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0770002410
ReturnHeader/Filer/PhoneNum04082720601
ReturnHeader/Filer/USAddress/AddressLine1Txt0888 S CAPITOL AVE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kawamoto Weil & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E Campbell Ave 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Campbell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH M KAWAMOTO
ReturnHeader/ReturnTs02016-03-01T17:09:43-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.53$3.53$1.95$1.69$0.26
2024Detailed filing. Detailed filing data is available for this year.$3.27$3.27$1.88$2.14$0.26
2023Detailed filing. Detailed filing data is available for this year.$3.53$3.53$1.96$1.39$0.57
2022Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$2.02$1.65$0.37
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.41$2.59$2.04$1.59$0.45
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$2.08$1.88$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$2.17$2.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$2.28$2.24$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$2.32$2.38$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$2.50$2.29$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$2.52$2.46$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$2.60$2.47$0.14
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$2.00$2.29$0.28
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$1.81$2.00$2.25$0.25
2011Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$2.06$2.15$0.09