Civic Intelligence

Success Capital Expansion & Development Corporation

990 • Fiscal year 2024 • EIN 77-0047947

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 29, 2025

Organization Profilewww.successcapitalsba.com

View Organization Page

1301 L Street 4Modesto, CA 95354

(209) 521-9372

Siviq Scores

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

Liabilities / Assets

76th percentile

0.31x

Higher debt load relative to assets than 76% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.87x

Higher debt load relative to revenue than 87% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$173,198

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.5%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

25%

Faster revenue growth than 70% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$2,816,404

Up $145,590 (+5.5%) from 2023

Net Assets

Up

$1,942,839

Up $258,540 (+15%) from 2023

Liabilities

Down

$873,565

Down $112,950 (-11%) from 2023

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin78th percentile

Revenue

Up

$1,002,158

Up $198,388 (+25%) from 2023

Expenses

Up

$743,619

Up $94,856 (+15%) from 2023

Net Income

Up

$258,539

Up $103,532 (+67%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,444,773Liabilities 2011: $73,134Net Assets 2011: $1,371,6392011Assets 2012: $1,343,351Liabilities 2012: $37,130Net Assets 2012: $1,306,2212012Assets 2013: $1,323,347Liabilities 2013: $643,913Net Assets 2013: $679,4342013Assets 2014: $1,241,353Liabilities 2014: $623,182Net Assets 2014: $618,1712014Assets 2015: $1,237,050Liabilities 2015: $628,453Net Assets 2015: $608,5972015Assets 2016: $1,166,698Liabilities 2016: $622,422Net Assets 2016: $544,2762016Assets 2017: $1,173,792Liabilities 2017: $663,209Net Assets 2017: $510,5832017Assets 2018: $1,167,580Liabilities 2018: $634,524Net Assets 2018: $533,0562018Assets 2019: $1,293,370Liabilities 2019: $626,784Net Assets 2019: $666,5862019Assets 2020: $1,410,511Liabilities 2020: $652,585Net Assets 2020: $757,9262020Assets 2021: $1,988,305Liabilities 2021: $642,486Net Assets 2021: $1,345,8192021Assets 2022: $2,493,619Liabilities 2022: $964,327Net Assets 2022: $1,529,2922022Assets 2023: $2,670,814Liabilities 2023: $986,515Net Assets 2023: $1,684,2992023Assets 2024: $2,816,404Liabilities 2024: $873,565Net Assets 2024: $1,942,8392024Assets 2025: $2,972,191Liabilities 2025: $1,033,691Net Assets 2025: $1,938,5002025

Highlighted filing

2024

Assets$2,816,404
Liabilities$873,565
Net Assets$1,942,839
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $577,732Expenses 2011: $566,384Net Income 2011: $11,3482011Revenue 2012: $543,019Expenses 2012: $608,437Net Income 2012: -$65,4182012Expenses 2013: $570,7542013Revenue 2014: $520,405Expenses 2014: $581,668Net Income 2014: -$61,2632014Revenue 2015: $467,008Expenses 2015: $476,582Net Income 2015: -$9,5742015Revenue 2016: $423,187Expenses 2016: $487,508Net Income 2016: -$64,3212016Revenue 2017: $450,721Expenses 2017: $484,414Net Income 2017: -$33,6932017Revenue 2018: $508,567Expenses 2018: $486,094Net Income 2018: $22,4732018Revenue 2019: $672,646Expenses 2019: $539,116Net Income 2019: $133,5302019Revenue 2020: $664,287Expenses 2020: $572,947Net Income 2020: $91,3402020Revenue 2021: $1,235,968Expenses 2021: $648,075Net Income 2021: $587,8932021Revenue 2022: $973,986Expenses 2022: $756,161Net Income 2022: $217,8252022Revenue 2023: $803,770Expenses 2023: $648,763Net Income 2023: $155,0072023Revenue 2024: $1,002,158Expenses 2024: $743,619Net Income 2024: $258,5392024Revenue 2025: $866,560Expenses 2025: $870,899Net Income 2025: -$4,3392025

Highlighted filing

2024

Revenue$1,002,158
Expenses$743,619
Net Income$258,539
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 29, 2025
Return Version
2023v6.0
Gross Receipts
$1,002,158
Mission and Program Overview

Mission

To create and retain jobs in california by providing loans to small businesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$830,854$940,892▲ $110,038
Other Notes and Loans Receivable, Net$810,267$855,652▲ $45,385
Savings and Temporary Cash Investments$841,412$848,355▲ $6,943
Accounts Receivable$115,936$128,135▲ $12,199
Land, Buildings, and Equipment, Net$12,494$16,867▲ $4,373
Prepaid Expenses and Deferred Charges$8,280$8,260▼ $20
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-
Total Assets$2,670,814$2,816,404▲ $145,590
Other Assets Total$51,571$18,243▼ $33,328
Liabilities
Deferred Revenue$748,457$767,341▲ $18,884
Other Liabilities$214,369$81,650▼ $132,719
Accounts Payable and Accrued Expenses$23,689$24,574▲ $885
Total Liabilities$986,515$873,565▼ $112,950
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,684,299$1,942,839▲ $258,540
Total Net Assets Fund Balance$1,684,299$1,942,839▲ $258,540
Total Liabilities and Net Assets / Fund Balance$2,670,814$2,816,404▲ $145,590

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16,867$47,480$64,347
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Marsha CarrPresident & CEOFT$173,198$173,198

Board Members and Trustees

NameTitle
Elizabeth JonesChairperson
Paul CarusoPast Chairperso
Daniel Garcia1st Vice Chair
Janet L Jenkins2nd Vice Chair
Diane CorreiaBoard Member
Kurtis ClarkBoard Member
Wonderly CorreiaBoard Member
Mike RodriguesSecretary
Dennis WilsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$956,444
Investment Income
$22,214
Other Revenue
$23,500
Change in Net Assets
$258,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$468,990
Other Expenses$274,629
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$225,995$21,806-$247,801
Current Officers, Directors, Trustees, and Key Employees$157,957$15,241-$173,198
Insurance$75,904$3,995-$79,899
Occupancy$52,477$2,762-$55,239
Fees for Services Legal$43,448$2,287-$45,735
Payroll Taxes$28,462$2,834-$31,296
Office Expenses$16,106$848-$16,954
Pension Plan Contributions$15,213$1,482-$16,695
Travel$12,555--$12,555
All Other Expenses$9,260$487-$9,747
Other Expenses$3,498$3,498-$6,996
Advertising$3,693$194-$3,887
Fees for Services Other$703$37-$740
Interest$63$3-$66
Total Functional Expenses$686,005$57,614$0$743,619
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
Customer Deposits$49,958
Allowance for Loan Losses$17,300
Operating Lease Liability$14,392
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 35% controlled entity
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
Yes
Management duties delegated
No

Governance Explanations

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

“The board of directors is elected by the members pursuant to section 5513 of the california non-profit corporation law. The members nominate and elect the board of directors at an annual meeting. Any changes in the bylaws are ratified by the board.”

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

“The small business administration must approve the governance structure of the corporation and give final approval of any loan packages to be funded under the 504 loan program.”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 is provided to the board prior to filing.”

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

“The board review process includes inquiry if any conflict of interest arises.”

Form 990, Part VI, Section B, Line 15B

“The salary of the president of the corporation is approved by the board of directors after consideration is given to salaries paid to individuals with comparable positions in similar organizations.no other salaries are approved individually. However, the overall budget for salaries is approved as part of the operating budget each year. Salary surveys received from nadco are taken into consideration.”

Form 990, Part VI, Section C, Line 19

“Tax return and organizing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Success Capital Expansion & Development
EIN
77-0047947
Phone
2095219372
Address
1301 L STREET 4, MODESTO, CA 95354

Signing Officer

Name
Marsha Carr
Title
CEO
Signed
2025-01-29
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
12
Employees
3
Volunteers
11

Preparer

Firm
Hawks & Associates Cpas Inc
Address
39 N WASHINGTON ST STE A, SONORA, CA 95370
Preparer
Joshua D Bigelow
Phone
2095888760
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ROUNDING = $1”

Raw XML AppendixShowing 400 of 492 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/LandBldgEquipBasisNetGrp/EOYAmt016867
IRS990/LandBldgEquipCostOrOtherBssAmt064347
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO CREATE AND RETAIN JOBS IN CALIFORNIA BY PROVIDING LOANS TO SMALL BUSINESSES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01684299
IRS990/NetAssetsOrFundBalancesEOYAmt01942839
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01684299
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01942839
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02762
IRS990/OccupancyGrp/ProgramServicesAmt052477
IRS990/OccupancyGrp/TotalAmt055239
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0848
IRS990/OfficeExpensesGrp/ProgramServicesAmt016106
IRS990/OfficeExpensesGrp/TotalAmt016954
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt051571
IRS990/OtherAssetsTotalGrp/EOYAmt018243
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2donations
IRS990/OtherExpensesGrp/Desc3MEETING EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01024
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1726
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2390
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33498
IRS990/OtherExpensesGrp/ProgramServicesAmt019459
IRS990/OtherExpensesGrp/ProgramServicesAmt113802
IRS990/OtherExpensesGrp/ProgramServicesAmt27410
IRS990/OtherExpensesGrp/ProgramServicesAmt33498
IRS990/OtherExpensesGrp/TotalAmt020483
IRS990/OtherExpensesGrp/TotalAmt114528
IRS990/OtherExpensesGrp/TotalAmt27800
IRS990/OtherExpensesGrp/TotalAmt36996
IRS990/OtherLiabilitiesGrp/BOYAmt0214369
IRS990/OtherLiabilitiesGrp/EOYAmt081650
IRS990/OtherRevenueMiscGrp/Desc0misc income
IRS990/OtherRevenueMiscGrp/Desc1Payroll Expenses Credit
IRS990/OtherRevenueMiscGrp/Desc2Release of Federal Interest in RLF Basis
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt023500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023500
IRS990/OtherRevenueTotalAmt023500
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021806
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0225995
IRS990/OtherSalariesAndWagesGrp/TotalAmt0247801
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0810267
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0855652
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02834
IRS990/PayrollTaxesGrp/ProgramServicesAmt028462
IRS990/PayrollTaxesGrp/TotalAmt031296
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01482
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015213
IRS990/PensionPlanContributionsGrp/TotalAmt016695
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08280
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08260
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1522292
IRS990/ProgramServiceRevenueGrp/BusinessCd2522291
IRS990/ProgramServiceRevenueGrp/Desc0CARES ACT REVOLVING LOAN
IRS990/ProgramServiceRevenueGrp/Desc1CERTIFIED DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/Desc2REVOLVING LOAN FUND
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010370
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1923676
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt222398
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010370
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1923676
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt222398
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt070000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010162
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0250052
IRS990/PYOtherRevenueAmt0874
IRS990/PYProgramServiceRevenueAmt0722734
IRS990/PYRevenuesLessExpensesAmt0155007
IRS990/PYSalariesCompEmpBnftPaidAmt0398711
IRS990/PYTotalExpensesAmt0648763
IRS990/PYTotalRevenueAmt0803770
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0258539
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0841412
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0848355
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt070000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01501
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0659784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0659784
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01501
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01501
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03000
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0729784
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0659784
IRS990ScheduleA/Total509Grp/TotalAmt0729784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0664285
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0734285
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016867
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt047480
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt064347
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt149958
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt214392
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ALLOWANCE FOR LOAN LOSSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CUSTOMER DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OPERATING LEASE LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016867
IRS990ScheduleD/TotalLiabilityAmt081650
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0173198
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARSHA CARR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0173198
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,816,404
Liabilities
$873,565
Net assets
$1,942,839
Revenue
$1,002,158
Expenses
$743,619
Net income
$258,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.97$1.03$1.94$0.87$0.87$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.82$0.87$1.94$1.00$0.74$0.26
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.99$1.68$0.80$0.65$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.96$1.53$0.97$0.76$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.64$1.35$1.24$0.65$0.59
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.65$0.76$0.66$0.57$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.63$0.67$0.67$0.54$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.63$0.53$0.51$0.49$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.66$0.51$0.45$0.48$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.62$0.54$0.42$0.49$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.63$0.61$0.47$0.48$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.62$0.62$0.52$0.58$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.64$0.68$0.57
2012Summary only. Only limited summary data is available for this year.$1.34$0.04$1.31$0.54$0.61$0.07
2011Summary only. Only limited summary data is available for this year.$1.44$0.07$1.37$0.58$0.57$0.01