Civic Intelligence

Sussex School Inc.

990 • Fiscal year 2014 • EIN 81-0334506

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 08, 2015

Organization Profilewww.sussexschool.org

View Organization Page

1800 S Second W59801

(406) 721-1696

Siviq Scores

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

Liabilities / Assets

67th percentile

0.28x

Higher debt load relative to assets than 67% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.69x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

65th percentile

8.7%

Higher net margin than 65% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

54th percentile

$70,146

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

57th percentile

4.2%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

62nd percentile

9.3%

Faster revenue growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$3,471,627

Up $140,009 (+4.2%) from 2013

Net Assets

Up

$2,504,275

Up $172,365 (+7.4%) from 2013

Liabilities

Down

$967,352

Down $32,356 (-3.2%) from 2013

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin65th percentile

Revenue

Up

$1,392,491

Up $118,510 (+9.3%) from 2013

Expenses

Up

$1,270,739

Up $133,239 (+12%) from 2013

Net Income

Down

$121,752

Down $14,729 (-11%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,182,940Liabilities 2011: $1,036,447Net Assets 2011: $2,146,4932011Assets 2012: $3,231,461Liabilities 2012: $1,057,975Net Assets 2012: $2,173,4862012Assets 2013: $3,331,618Liabilities 2013: $999,708Net Assets 2013: $2,331,9102013Assets 2014: $3,471,627Liabilities 2014: $967,352Net Assets 2014: $2,504,2752014Assets 2015: $3,404,403Liabilities 2015: $948,915Net Assets 2015: $2,455,4882015Assets 2016: $3,294,569Liabilities 2016: $883,590Net Assets 2016: $2,410,9792016Assets 2017: $3,378,571Liabilities 2017: $836,578Net Assets 2017: $2,541,9932017Assets 2018: $3,327,016Liabilities 2018: $759,856Net Assets 2018: $2,567,1602018Assets 2019: $3,979,200Liabilities 2019: $704,487Net Assets 2019: $3,274,7132019Assets 2020: $3,775,802Liabilities 2020: $486,479Net Assets 2020: $3,289,3232020Assets 2021: $4,092,602Liabilities 2021: $253,976Net Assets 2021: $3,838,6262021Assets 2022: $4,265,424Liabilities 2022: $209,699Net Assets 2022: $4,055,7252022Assets 2023: $4,026,616Liabilities 2023: $24,275Net Assets 2023: $4,002,3412023Assets 2024: $4,037,879Liabilities 2024: $25,935Net Assets 2024: $4,011,9442024Assets 2025: $5,112,948Liabilities 2025: $27,216Net Assets 2025: $5,085,7322025

Highlighted filing

2014

Assets$3,471,627
Liabilities$967,352
Net Assets$2,504,275
Open 2014 Filing

Operations Trend

Revenue Growth62nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,031,957Expenses 2011: $950,851Net Income 2011: $81,1062011Expenses 2012: $1,107,0562012Revenue 2013: $1,273,981Expenses 2013: $1,137,500Net Income 2013: $136,4812013Revenue 2014: $1,392,491Expenses 2014: $1,270,739Net Income 2014: $121,7522014Revenue 2015: $1,266,417Expenses 2015: $1,253,212Net Income 2015: $13,2052015Revenue 2016: $1,273,176Expenses 2016: $1,292,711Net Income 2016: -$19,5352016Revenue 2017: $1,494,064Expenses 2017: $1,384,342Net Income 2017: $109,7222017Revenue 2018: $1,463,119Expenses 2018: $1,391,790Net Income 2018: $71,3292018Revenue 2019: $1,910,040Expenses 2019: $1,244,642Net Income 2019: $665,3982019Revenue 2020: $1,466,649Expenses 2020: $1,418,499Net Income 2020: $48,1502020Revenue 2021: $1,871,670Expenses 2021: $1,459,229Net Income 2021: $412,4412021Revenue 2022: $2,175,303Expenses 2022: $1,717,202Net Income 2022: $458,1012022Revenue 2023: $1,939,758Expenses 2023: $2,004,727Net Income 2023: -$64,9692023Revenue 2024: $2,113,305Expenses 2024: $2,166,029Net Income 2024: -$52,7242024Revenue 2025: $3,384,551Expenses 2025: $2,291,676Net Income 2025: $1,092,8752025

Highlighted filing

2014

Revenue$1,392,491
Expenses$1,270,739
Net Income$121,752
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 8, 2015
Return Version
2013v4.0
Gross Receipts
$1,880,299
Mission and Program Overview

Mission

EDUCATION GRADES K-8

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,542,460$2,613,731▲ $71,271
Rtn Earn Endowment Incm Other Fnds$2,331,910$2,504,275▲ $172,365
Investments in Publicly Traded Securities$689,105$765,781▲ $76,676
Savings and Temporary Cash Investments$64,558$67,995▲ $3,437
Intangible Assets$18,208$17,021▼ $1,187
Cash and Non-Interest-Bearing Accounts$15,012$4,093▼ $10,919
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-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,331,618$3,471,627▲ $140,009
Other Assets Total$2,275$3,006▲ $731
Liabilities
Mortgage Notes Payable Secured by Investment Property$943,720$899,940▼ $43,780
Other Liabilities$55,988$67,412▲ $11,424
Total Liabilities$999,708$967,352▼ $32,356
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,331,910$2,504,275▲ $172,365
Total Liabilities and Net Assets / Fund Balance$3,331,618$3,471,627▲ $140,009

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,100,927$568,285$2,669,212
Land$450,551-$450,551
Other Land Buildings$34,302$234,491$268,793
Leasehold Improvements$14,091$68,765$82,856
Equipment$13,860$11,340$25,200

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$700,444$9,135▲ $108,647$31,869$778,889
2012$642,330$23,550▲ $74,318$33,173$700,444
2011$539,855$100,319▲ $10,333$3,543$642,330
2010$434,730$55,590▲ $87,624$32,764$539,855
2009$300$105,667-$5,180$434,730
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robyn GaddyExecutive DirecFT$70,146$70,146

Board Members and Trustees

NameTitle
Amy DuerkPresident
Derek BaggerlyVice President
Amy RagsdaleDirector
Ben TuholskeDirector
Bente WinstonDirector
Karen KnudsenDirector
Paul SimonDirector
Rebecca WestonDirector
Joe CampanaSecretary
Ella ChapmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$279,366
Program Service Revenue
$993,651
Investment Income
$58,034
Other Revenue
$61,440
All Other Contributions
$278,266
Change in Net Assets
$121,752

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$177,442Sales Amount
Total Noncash Contributions3$177,442-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$912,888
Other Expenses$357,851
Total Fundraising Expense$15,359
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$592,665$72,995$4,018$669,678
Depreciation Depletion$81,858--$81,858
Payroll Taxes$56,148$15,117$720$71,985
All Other Expenses$41,033$22,524$7,644$71,201
Other Employee Benefits$53,342$14,361$684$68,387
Current Officers, Directors, Trustees, and Key Employees$28,849$36,851$1,941$67,641
Interest$39,747$811-$40,558
Pension Plan Contributions$27,454$7,391$352$35,197
Occupancy$20,590$420-$21,010
Insurance$14,065--$14,065
Other Expenses$12,765--$12,765
Fees for Services Legal-$3,855-$3,855
Fees for Services Accounting-$1,815-$1,815
Total Functional Expenses$1,079,240$176,140$15,359$1,270,739
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$44,993
Fundraising Direct Expenses$3,647
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$33,675$33,675-$33,675
Event 2$5,138$5,138$3,647$1,491
Total Events$38,813$38,813$3,647$35,166
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
Fsb St Cd Loc$60,000
Payroll Liabilities$5,762
Holiday Court Deposits$1,650
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 Form 990 is reviewed by the Board prior to filing.”

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

“Any changes in status are reviewed for conflicts.”

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

“There is an annual review done by executive committee.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“There is an annual review done by executive committee.”

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

“UPON REQUEST”

Filing and Contact Details

Filer

EIN
81-0334506
Phone
4067211696

Signing Officer

Name
Robyn Gaddy
Title
Executive Direc
Signed
2015-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robyn Gaddy
Formed
1973
Legal Domicile
Mt
Voting Board Members
10
Independent Board Members
10
Employees
44
Volunteers
100

Preparer

Preparer
Christina Twohig CPA
Phone
4067213555
Raw XML AppendixShowing 400 of 563 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/InterestGrp/ManagementAndGeneralAmt0811
IRS990/InterestGrp/ProgramServicesAmt039747
IRS990/InterestGrp/TotalAmt040558
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt038136
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038136
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0689105
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0765781
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0882881
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02542460
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02613731
IRS990/LandBldgEquipCostOrOtherBssAmt03496612
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0459801
IRS990/LessRentalExpensesGrp/RealAmt024360
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATION GRADES K-8
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0943720
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0899940
IRS990/NetAssetsOrFundBalancesBOYAmt02331910
IRS990/NetAssetsOrFundBalancesEOYAmt02504275
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt019898
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019898
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt041346
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt041346
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt020094
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt020094
IRS990/NetUnrelatedBusTxblIncmAmt07034
IRS990/NetUnrlzdGainsLossesInvstAmt050613
IRS990/NoncashContributionsAmt0177442
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0420
IRS990/OccupancyGrp/ProgramServicesAmt020590
IRS990/OccupancyGrp/TotalAmt021010
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt02275
IRS990/OtherAssetsTotalGrp/EOYAmt03006
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0684
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014361
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt053342
IRS990/OtherEmployeeBenefitsGrp/TotalAmt068387
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1ACTIVITY EXP
IRS990/OtherExpensesGrp/Desc2FIELD TRIPS
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt054465
IRS990/OtherExpensesGrp/ProgramServicesAmt128460
IRS990/OtherExpensesGrp/ProgramServicesAmt227799
IRS990/OtherExpensesGrp/ProgramServicesAmt312765
IRS990/OtherExpensesGrp/TotalAmt054465
IRS990/OtherExpensesGrp/TotalAmt128460
IRS990/OtherExpensesGrp/TotalAmt227799
IRS990/OtherExpensesGrp/TotalAmt312765
IRS990/OtherLiabilitiesGrp/BOYAmt055988
IRS990/OtherLiabilitiesGrp/EOYAmt067412
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04018
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt072995
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0592665
IRS990/OtherSalariesAndWagesGrp/TotalAmt0669678
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0720
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015117
IRS990/PayrollTaxesGrp/ProgramServicesAmt056148
IRS990/PayrollTaxesGrp/TotalAmt071985
IRS990/PensionPlanContributionsGrp/FundraisingAmt0352
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07391
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt027454
IRS990/PensionPlanContributionsGrp/TotalAmt035197
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ROBYN GADDY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0AFTER SCHOOL PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1BUS PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2PIZZA PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc3SUMMER PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc4TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01754
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13429
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27833
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34030
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4975495
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01754
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13429
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27833
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34030
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4975495
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0270664
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt051597
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0320172
IRS990/PYOtherRevenueAmt053327
IRS990/PYProgramServiceRevenueAmt0898393
IRS990/PYRevenuesLessExpensesAmt0136481
IRS990/PYSalariesCompEmpBnftPaidAmt0817328
IRS990/PYTotalExpensesAmt01137500
IRS990/PYTotalRevenueAmt01273981
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0121752
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt020094
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02331910
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02504275
IRS990/SavingsAndTempCashInvstGrp/BOYAmt064558
IRS990/SavingsAndTempCashInvstGrp/EOYAmt067995
IRS990ScheduleA/SchoolInd0X
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/BuildingsGrp/BookValueAmt02100927
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0568285
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02669212
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt07468
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0700444
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt09135
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0778889
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0108647
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt031869
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06581
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0642330
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt023550
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0700444
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt074318
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt033173
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04634
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0539855
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0100319
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0642330
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010333
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03543
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05325
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0434730
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt055590
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0539855

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,471,627
Liabilities
$967,352
Net assets
$2,504,275
Revenue
$1,392,491
Expenses
$1,270,739
Net income
$121,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$0.03$5.09$3.38$2.29$1.09
2024Summary only. Only limited summary data is available for this year.$4.04$0.03$4.01$2.11$2.17$0.05
2023Summary only. Only limited summary data is available for this year.$4.03$0.02$4.00$1.94$2.00$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$0.21$4.06$2.18$1.72$0.46
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.25$3.84$1.87$1.46$0.41
2020Summary only. Only limited summary data is available for this year.$3.78$0.49$3.29$1.47$1.42$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.98$0.70$3.27$1.91$1.24$0.67
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.76$2.57$1.46$1.39$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.84$2.54$1.49$1.38$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.29$0.88$2.41$1.27$1.29$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.40$0.95$2.46$1.27$1.25$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.47$0.97$2.50$1.39$1.27$0.12
2013Summary only. Only limited summary data is available for this year.$3.33$1.00$2.33$1.27$1.14$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$1.06$2.17$1.11
2011Summary only. Only limited summary data is available for this year.$3.18$1.04$2.15$1.03$0.95$0.08