Civic Intelligence

Spokes

990 • Fiscal year 2017 • EIN 77-0457478

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 27, 2018

3765 S Higuera Suite 140San Luis Obispo, CA 93401

(805) 547-2244

Siviq Scores

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

Liabilities / Assets

85th percentile

0.27x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

58th percentile

6.9%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$105,000

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 37.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

31st percentile

-7.9%

Faster asset growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

8.7%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$93,352

Down $7,995 (-7.9%) from 2016

Net Assets

Up

$68,487

Up $19,426 (+40%) from 2016

Liabilities

Down

$24,865

Down $27,421 (-52%) from 2016

Revenue

Up

$279,638

Up $22,266 (+8.7%) from 2016

Expenses

Down

$260,212

Down $9,023 (-3.4%) from 2016

Net Income

Up

$19,426

Up $31,289 (+264%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $376,857Liabilities 2010: $47,878Net Assets 2010: $328,9792010Assets 2011: $65,387Liabilities 2011: $2382011Assets 2012: $60,994Liabilities 2012: $2,948Net Assets 2012: $58,0462012Assets 2013: $98,978Liabilities 2013: $5,446Net Assets 2013: $93,5322013Assets 2014: $73,468Liabilities 2014: $11,586Net Assets 2014: $61,8822014Assets 2015: $75,869Liabilities 2015: $14,945Net Assets 2015: $60,9242015Assets 2016: $101,347Liabilities 2016: $52,286Net Assets 2016: $49,0612016Assets 2017: $93,352Liabilities 2017: $24,865Net Assets 2017: $68,4872017Assets 2018: $116,159Liabilities 2018: $12,508Net Assets 2018: $103,6512018Assets 2019: $127,216Liabilities 2019: $12,816Net Assets 2019: $114,4002019Assets 2020: $146,460Liabilities 2020: $9,963Net Assets 2020: $136,4972020Assets 2021: $171,598Liabilities 2021: $3,134Net Assets 2021: $168,4642021Assets 2022: $332,943Liabilities 2022: $186,026Net Assets 2022: $146,9172022Assets 2023: $255,785Liabilities 2023: $66,273Net Assets 2023: $189,5122023Assets 2024: $423,041Liabilities 2024: $224,309Net Assets 2024: $198,7322024

Highlighted filing

2017

Assets$93,352
Liabilities$24,865
Net Assets$68,487

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $418,433Expenses 2010: $539,157Net Income 2010: -$120,7242010Revenue 2011: $161,054Expenses 2011: $424,884Net Income 2011: -$263,8302011Revenue 2012: $128,906Expenses 2012: $136,009Net Income 2012: -$7,1032012Revenue 2013: $161,694Expenses 2013: $126,208Net Income 2013: $35,4862013Revenue 2014: $165,729Expenses 2014: $197,379Net Income 2014: -$31,6502014Revenue 2015: $193,422Expenses 2015: $194,380Net Income 2015: -$9582015Revenue 2016: $257,372Expenses 2016: $269,235Net Income 2016: -$11,8632016Revenue 2017: $279,638Expenses 2017: $260,212Net Income 2017: $19,4262017Revenue 2018: $264,923Expenses 2018: $229,759Net Income 2018: $35,1642018Revenue 2019: $239,021Expenses 2019: $228,272Net Income 2019: $10,7492019Revenue 2020: $192,288Expenses 2020: $170,191Net Income 2020: $22,0972020Revenue 2021: $134,802Expenses 2021: $102,835Net Income 2021: $31,9672021Revenue 2022: $138,460Expenses 2022: $100,008Net Income 2022: $38,4522022Revenue 2023: $154,133Expenses 2023: $111,539Net Income 2023: $42,5942023Revenue 2024: $139,922Expenses 2024: $130,705Net Income 2024: $9,2172024

Highlighted filing

2017

Revenue$279,638
Expenses$260,212
Net Income$19,426
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 27, 2018
Return Version
2017v2.2
Gross Receipts
$305,065
Mission and Program Overview

Mission

Support and strengthen nonprofit organizations throughout san luis obispo county by providing low cost, high quality training, consulting, and resource services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$81,888$82,224▲ $336
Accounts Receivable$12,426$7,775▼ $4,651
Land, Buildings, and Equipment, Net$3,750$2,636▼ $1,114
Prepaid Expenses and Deferred Charges$3,283$717▼ $2,566
Savings and Temporary Cash Investments-$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-
Total Assets$101,347$93,352▼ $7,995
Other Assets Total-$0-
Liabilities
Other Liabilities$47,968$21,377▼ $26,591
Accounts Payable and Accrued Expenses$4,318$3,488▼ $830
Total Liabilities$52,286$24,865▼ $27,421
Net Assets / Fund Balance
Unrestricted Net Assets$49,061$60,837▲ $11,776
Temporarily Rstr Net Assets-$7,650-
Total Net Assets Fund Balance$49,061$68,487▲ $19,426
Total Liabilities and Net Assets / Fund Balance$101,347$93,352▼ $7,995

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,636$16,336$18,972
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lesley Santos DierksCEOFT$105,000$105,000

Board Members and Trustees

NameTitle
Erika SchuetzePresident
Jami FawcettDirector
Jeff FranklinDirector
Mark CorellaDirector
Michelle StarnesDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$220,116
Program Service Revenue
$65,127
Investment Income
$0
Other Revenue
$-5,605
All Other Contributions
$213,629
Change in Net Assets
$19,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$196,378
Other Expenses$63,834
Total Fundraising Expense$627
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$89,250$15,750-$105,000
Other Salaries and Wages$64,307$11,348-$75,655
Payroll Taxes$13,365$2,358-$15,723
All Other Expenses$12,770$2,254$627$15,651
Occupancy$8,650$1,526-$10,176
Other Expenses$4,037$712-$4,749
Fees for Services Accounting-$4,005-$4,005
Insurance$2,794$493-$3,287
Advertising$1,765$311-$2,076
Office Expenses$1,761$311-$2,072
Depreciation Depletion$947$167-$1,114
Interest$265$47-$312
Travel$94$17-$111
Total Functional Expenses$218,289$41,296$627$260,212
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$23,077
Fundraising Gross Income$10,507
Gaming Gross Income$4,665
Gaming Direct Expenses$2,350
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Event$16,994$10,507$16,590$-6,083
Total Events$16,994$10,507$23,077$-12,570
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
Credit Card Payable$5,848
Accrued Vacation$5,744
Payroll Taxes Payable$4,933
Accrued Wages$3,574
Workers Comp Payable$1,081
Sales Tax Payable$197
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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

Entire board reviews and approves 990 before it is finalized.

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

Board of directors reviews, signs and submits formal conflict of interest disclosure statements annually. Statements are kept with the corporate records and minutes. Conflicts of interests are continually monitored and addressed as they arise.

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

The board of directors votes to approve ceo's salary. The salary increase was a direct result of a donor-directed grant, which spokes board of directors accepted, to increase spokes' ceo salary.

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

Governing documents, conflict of interest policy, and financial statements are available to the public upon request. These documents are kept in hard copy form in the office, as well as electronically in the corporate files.

Filing and Contact Details

Filer

Filer Name
Spokes
EIN
77-0457478
Phone
8055472244
Address
3765 S HIGUERA SUITE 140, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Consuelo Meux
Title
CEO
Signed
2018-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Consuelo Meux
Formed
1997
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
36

Preparer

Firm
Cindrich & Company
Address
1368 MARSH ST, SAN LUIS OBISPO, CA 93401-3316
Preparer
Kristjan J Cindrich CPA
Phone
8055435800
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04100
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1550
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04100
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1550
IRS990/OtherRevenueTotalAmt04650
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011348
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt064307
IRS990/OtherSalariesAndWagesGrp/TotalAmt075655
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02358
IRS990/PayrollTaxesGrp/ProgramServicesAmt013365
IRS990/PayrollTaxesGrp/TotalAmt015723
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03283
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0717
IRS990/PrincipalOfficerNm0CONSUELO MEUX
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONSULTING
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIPS
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/Desc3TRAINING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010689
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt144738
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt230
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt39670
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010689
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt144738
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt230
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39670
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0171417
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt098929
IRS990/PYOtherRevenueAmt0-7362
IRS990/PYProgramServiceRevenueAmt093317
IRS990/PYRevenuesLessExpensesAmt0-11863
IRS990/PYSalariesCompEmpBnftPaidAmt0170306
IRS990/PYTotalExpensesAmt0269235
IRS990/PYTotalRevenueAmt0257372
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt019426
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt065127
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0220216
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0163267
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0141172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0130094
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0136700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0791449
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt080299
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0108732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt065555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt035635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt024994
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0315215
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt04650
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04400
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04840
IRS990ScheduleA/OtherIncome509Grp/TotalAmt013890
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98760
IRS990ScheduleA/PublicSupportPY509Pct00.99020
IRS990ScheduleA/PublicSupportTotal509Amt01106664
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0300515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0271999
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0206727
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0165729
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0161694
IRS990ScheduleA/Total509Grp/TotalAmt01106664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0305165
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0276399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0211567
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0165729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0161694
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01120554
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt02636
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016336
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018972
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05744
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25848
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34933
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4197
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51081
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED WAGES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4SALES TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5WORKERS COMP PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02636
IRS990ScheduleD/TotalLiabilityAmt021377
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt06487
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt06487
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023077
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010507
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010507
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-12570
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt06487
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt06487
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016590
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016590
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENTIRE BOARD REVIEWS AND APPROVES 990 BEFORE IT IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS REVIEWS, SIGNS AND SUBMITS FORMAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ANNUALLY. STATEMENTS ARE KEPT WITH THE CORPORATE RECORDS AND MINUTES. CONFLICTS OF INTERESTS ARE CONTINUALLY MONITORED AND ADDRESSED AS THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS VOTES TO APPROVE CEO'S SALARY. THE SALARY INCREASE WAS A DIRECT RESULT OF A DONOR-DIRECTED GRANT, WHICH SPOKES BOARD OF DIRECTORS ACCEPTED, TO INCREASE SPOKES' CEO SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THESE DOCUMENTS ARE KEPT IN HARD COPY FORM IN THE OFFICE, AS WELL AS ELECTRONICALLY IN THE CORPORATE FILES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$2.24$1.99$1.40$1.31$0.09
2023Summary only. Only limited summary data is available for this year.$2.56$0.66$1.90$1.54$1.12$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$1.86$1.47$1.38$1.00$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.03$1.68$1.35$1.03$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.10$1.36$1.92$1.70$0.22
2019Summary only. Only limited summary data is available for this year.$1.27$0.13$1.14$2.39$2.28$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.13$1.04$2.65$2.30$0.35
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.25$0.68$2.80$2.60$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.52$0.49$2.57$2.69$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.15$0.61$1.93$1.94$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.12$0.62$1.66$1.97$0.32
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.05$0.94$1.62$1.26$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.03$0.58$1.29$1.36$0.07
2011Summary only. Only limited summary data is available for this year.$0.65$0.00$1.61$4.25$2.64
2010Summary only. Only limited summary data is available for this year.$3.77$0.48$3.29$4.18$5.39$1.21