Civic Intelligence

Big Sky Senior Services Inc.

990 • Fiscal year 2017 • EIN 81-0364919

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 22, 2017

937 Grand AveBillings, MT 59102

(406) 259-3111

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.10x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.07x

Higher debt load relative to revenue than 60% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

61st percentile

7.9%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

70th percentile

$59,164

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

6.9%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$420,830

Up $54,044 (+15%) from 2016

Net Assets

Up

$379,211

Up $51,715 (+16%) from 2016

Liabilities

Up

$41,619

Up $2,329 (+5.9%) from 2016

Revenue

Up

$619,027

Up $39,697 (+6.9%) from 2016

Expenses

Up

$570,311

Up $17,061 (+3.1%) from 2016

Net Income

Up

$48,716

Up $22,636 (+87%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $152,219Liabilities 2012: $24,653Net Assets 2012: $127,5662012Assets 2013: $231,831Liabilities 2013: $27,797Net Assets 2013: $204,0342013Assets 2014: $282,765Liabilities 2014: $30,207Net Assets 2014: $252,5582014Assets 2015: $335,266Liabilities 2015: $30,022Net Assets 2015: $305,2442015Assets 2016: $366,786Liabilities 2016: $39,290Net Assets 2016: $327,4962016Assets 2017: $420,830Liabilities 2017: $41,619Net Assets 2017: $379,2112017Assets 2018: $475,319Liabilities 2018: $29,836Net Assets 2018: $445,4832018Assets 2019: $553,100Liabilities 2019: $29,639Net Assets 2019: $523,4612019Assets 2020: $643,003Liabilities 2020: $35,884Net Assets 2020: $607,1192020Assets 2021: $784,119Liabilities 2021: $43,256Net Assets 2021: $740,8632021Assets 2022: $854,736Liabilities 2022: $55,802Net Assets 2022: $798,9342022Assets 2023: $1,026,368Liabilities 2023: $137,280Net Assets 2023: $889,0882023Assets 2024: $1,018,742Liabilities 2024: $112,787Net Assets 2024: $905,9552024Assets 2025: $871,551Liabilities 2025: $35,731Net Assets 2025: $835,8202025

Highlighted filing

2017

Assets$420,830
Liabilities$41,619
Net Assets$379,211

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $467,2982012Expenses 2013: $463,5332013Revenue 2014: $563,337Expenses 2014: $514,813Net Income 2014: $48,5242014Revenue 2015: $600,160Expenses 2015: $546,767Net Income 2015: $53,3932015Revenue 2016: $579,330Expenses 2016: $553,250Net Income 2016: $26,0802016Revenue 2017: $619,027Expenses 2017: $570,311Net Income 2017: $48,7162017Revenue 2018: $679,534Expenses 2018: $614,515Net Income 2018: $65,0192018Revenue 2019: $780,851Expenses 2019: $703,392Net Income 2019: $77,4592019Revenue 2020: $892,800Expenses 2020: $809,263Net Income 2020: $83,5372020Revenue 2021: $973,497Expenses 2021: $839,753Net Income 2021: $133,7442021Revenue 2022: $995,882Expenses 2022: $937,811Net Income 2022: $58,0712022Revenue 2023: $1,119,349Expenses 2023: $1,028,194Net Income 2023: $91,1552023Revenue 2024: $1,111,358Expenses 2024: $1,094,491Net Income 2024: $16,8672024Revenue 2025: $1,104,303Expenses 2025: $1,174,609Net Income 2025: -$70,3062025

Highlighted filing

2017

Revenue$619,027
Expenses$570,311
Net Income$48,716
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 22, 2017
Return Version
2016v3.0
Gross Receipts
$644,103
Mission and Program Overview

Mission

Senior citizens deserve the right to live in their homes, safe and free from abuse, regardless of their income. Big sky senior services provides services that promote independence, enhance quality of life, and prevent elder abuse.

To enhance the independence and quality of life for the elderly population and developmentally disabled adults regardless of their ability to pay.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$177,458$236,111▲ $58,653
Cash and Non-Interest-Bearing Accounts$130,661$114,987▼ $15,674
Investments Other Securities$36,186$38,477▲ $2,291
Accounts Receivable$18,629$22,746▲ $4,117
Land, Buildings, and Equipment, Net$2,202$6,859▲ $4,657
Total Assets$366,786$420,830▲ $54,044
Other Assets Total$1,650$1,650→ $0
Liabilities
Accounts Payable and Accrued Expenses$20,990$28,534▲ $7,544
Deferred Revenue$18,300$13,085▼ $5,215
Total Liabilities$39,290$41,619▲ $2,329
Net Assets / Fund Balance
Unrestricted Net Assets$296,138$345,486▲ $49,348
Temporarily Rstr Net Assets$20,533$22,900▲ $2,367
Permanently Rstr Net Assets$10,825$10,825→ $0
Total Net Assets Fund Balance$327,496$379,211▲ $51,715
Total Liabilities and Net Assets / Fund Balance$366,786$420,830▲ $54,044

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,859$9,947$16,806
Other Securities$15,893--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$26,591-▲ $4,332-$29,751
2015$28,255-▼ $1,664-$26,591
2014$14,365$13,484▲ $546-$28,255
2013$13,980-▲ $525-$14,365
2012$13,977-▲ $143-$13,980
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Denise ArmstrongExecutive DirectorFT$59,164$59,164
Pam LorashOperations DirectorFT$38,379$38,379

Board Members and Trustees

NameTitle
Jo LameyPast President
Michael Temporal MdPresident
Marsha RungeVice President
Sandy GillitzerSecretary
Jason HagadoneTreasurer
Bill MercerVoting Member
Dianne LehmVoting Member
Karen ErdieVoting Member
Kevin SiderVoting Member
Kristie AsayVoting Member
Michael SkehanVoting Member
Mike LarsonVoting Member
Revenue and Support

Revenue Composition

Contributions and Grants
$449,915
Program Service Revenue
$128,074
Investment Income
$1,333
Other Revenue
$39,705
All Other Contributions
$119,771
Change in Net Assets
$48,716

Audited Revenue Reconciliation

Revenue per Audited Statements
$619,027
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$28,075
Total Revenue per Audited Statements
$647,102
Total Revenue per Form 990
$619,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$448,409
Other Expenses$121,902
Total Fundraising Expense$22,650
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$220,169$57,637$16,972$294,778
Current Officers, Directors, Trustees, and Key Employees$80,330$20,082-$100,412
Payroll Taxes$33,848$8,751$2,505$45,104
Occupancy$17,202$5,193$1,019$23,414
Travel$18,664$2,773$165$21,602
All Other Expenses$8,207$3,678$288$12,173
Fees for Services Accounting-$9,300-$9,300
Insurance$4,560$3,669$570$8,799
Other Employee Benefits$5,314$2,619$182$8,115
Other Expenses$3,746$936-$4,682
Advertising$136$949$949$2,034
Depreciation Depletion$674$169-$843
Total Functional Expenses$410,250$137,411$22,650$570,311

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$595,387
Expenses per Audited Statements$570,311
Total Expenses per Form 990$570,311
Expenses Not Reported on Form 990$25,076
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$64,297
Fundraising Direct Expenses$25,076
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dancing With Stars$40,060$40,060$19,124$20,936
Rubber Duck Regatta$24,227$24,227-$24,227
Total Events$64,287$64,287$25,076$39,211
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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, Section B, Line 11B

The board's executive committee thoroughly reviews the 990. A copy of the 990 is provided to all board members.

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

Every year the board members sign the conflict of interest policy that gives them the opportunity to disclose any conflicts of interest.

Form 990, Part VI, Section B, Line 15

The executive director is reviewed annually by the executive board who receives comparative data on salaries for similar organizations in the area (data received through form 990s). The review is given to the remainder of the board for their feedback before it is shared with the executive director. Other key employees are reviewed by the executive director annually and comparative salary data is reviewed at that time. If there is a substantial variance or need to increase the pay more than the approved amount, the executive director contacts the executive board for approval to increase.

Form 990, Part VI, Section C, Line 18

We utilize a subscription to guidestar and publish the financial statements and 990. Other forms are made available by request to the executive director.

Form 990, Part VI, Section C, Line 19

Available upon request to the executive director.

Filing and Contact Details

Filer

Filer Name
Big Sky Senior Services Inc
EIN
81-0364919
Phone
4062593111
Address
937 GRAND AVE, BILLINGS, MT 59102

Signing Officer

Name
Michael Temporal Md
Title
President
Phone
4062593111
Signed
2017-11-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Temporal Md
Formed
1981
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
36
Volunteers
75

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 20435, BILLINGS, MT 59104-0435
Preparer
Lyndsey L Geering CPA
Phone
4062455136
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The oversight of the audit and the selection process of an independent accountant has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

Upon reaching a sustaining balance, the income from the endowment funds are to supplement support for the elderly care program.

PART X, LINE 2:

The organization is organized as a nonprofit corporation in the state of montana and is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses recorded on schedule g 25,076.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses recorded on schedule g 25,076.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/InvestmentIncomeGrp/ExclusionAmt01333
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01333
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt036186
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt038477
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09947
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02202
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06859
IRS990/LandBldgEquipCostOrOtherBssAmt016806
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SENIOR CITIZENS DESERVE THE RIGHT TO LIVE IN THEIR HOMES, SAFE AND FREE FROM ABUSE, REGARDLESS OF THEIR INCOME. BIG SKY SENIOR SERVICES PROVIDES SERVICES THAT PROMOTE INDEPENDENCE, ENHANCE QUALITY OF LIFE, AND PREVENT ELDER ABUSE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0327496
IRS990/NetAssetsOrFundBalancesEOYAmt0379211
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt039221
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt039221
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02999
IRS990/NoncashContributionsAmt01599
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01019
IRS990/OccupancyGrp/ManagementAndGeneralAmt05193
IRS990/OccupancyGrp/ProgramServicesAmt017202
IRS990/OccupancyGrp/TotalAmt023414
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01650
IRS990/OtherAssetsTotalGrp/EOYAmt01650
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0182
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02619
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05314
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08115
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc2CLIENT ASSISTANCE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018761
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12894
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2936
IRS990/OtherExpensesGrp/ProgramServicesAmt06413
IRS990/OtherExpensesGrp/ProgramServicesAmt14388
IRS990/OtherExpensesGrp/ProgramServicesAmt26599
IRS990/OtherExpensesGrp/ProgramServicesAmt33746
IRS990/OtherExpensesGrp/TotalAmt025174
IRS990/OtherExpensesGrp/TotalAmt17282
IRS990/OtherExpensesGrp/TotalAmt26599
IRS990/OtherExpensesGrp/TotalAmt34682
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0484
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0484
IRS990/OtherRevenueTotalAmt0484
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt016972
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt057637
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0220169
IRS990/OtherSalariesAndWagesGrp/TotalAmt0294778
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02505
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08751
IRS990/PayrollTaxesGrp/ProgramServicesAmt033848
IRS990/PayrollTaxesGrp/TotalAmt045104
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010825
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010825
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL TEMPORAL MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CLIENT SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0128074
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0128074
IRS990/ProgSrvcAccomActy2Grp/Desc0PREVENTION OF ELDER ABUSE: WORKS TO PREVENT ELDER ABUSE, NEGLECT, AND FINANCIAL EXPLOITATION THROUGH A REPRESENTATIVE PAYEE PROGRAM, CASE MANAGEMENT, AND COMMUNITY EDUCATION AND TRAINING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0117763
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt046825
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICE INCOME
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0484
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0415481
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05371
IRS990/PYOtherExpensesAmt0118150
IRS990/PYOtherRevenueAmt033096
IRS990/PYProgramServiceRevenueAmt0125382
IRS990/PYRevenuesLessExpensesAmt026080
IRS990/PYSalariesCompEmpBnftPaidAmt0435100
IRS990/PYTotalExpensesAmt0553250
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0579330
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt048716
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt081249
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0177458
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0236111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0449915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0415481
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0459512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0430087
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0377209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02132204
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01333
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05371
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01279
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010631
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0128074
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99500
IRS990ScheduleA/PublicSupportPY170Pct00.99490
IRS990ScheduleA/PublicSupportTotal170Amt02132204
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0449915
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0415481
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0459512
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0430087
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0377209
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02132204
IRS990ScheduleA/TotalSupportAmt02142835
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.53000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01172
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026591
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt029751
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04332
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt028255
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt026591
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1664
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0140
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt014365
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt013484
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt028255
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0546
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0140
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt013980
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt014365
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0525
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0140
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt013977
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt013980
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0143
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt06859
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09947
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016806
IRS990ScheduleD/ExpensesNotReportedAmt025076
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0570311
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02999
IRS990ScheduleD/OtherExpensesIncludedAmt025076
IRS990ScheduleD/OtherRevenueAmt025076

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.04$0.84$1.10$1.17$0.07
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.11$0.91$1.11$1.09$0.02
2023Summary only. Only limited summary data is available for this year.$1.03$0.14$0.89$1.12$1.03$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.06$0.80$1.00$0.94$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.04$0.74$0.97$0.84$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.04$0.61$0.89$0.81$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.03$0.52$0.78$0.70$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.03$0.45$0.68$0.61$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.04$0.38$0.62$0.57$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.04$0.33$0.58$0.55$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.03$0.31$0.60$0.55$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.03$0.25$0.56$0.51$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.03$0.20$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.02$0.13$0.47