Civic Intelligence

Nami Montana

990 • Fiscal year 2017 • EIN 81-0441706

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 04, 2018

Organization ProfileWWW.NAMIMT.ORG
PO Box 1021Helena, MT 59624

(406) 443-7871

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

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

Top Officer Pay

96th percentile

$68,300

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

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

Asset Growth

71st percentile

20%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$360,262

Up $59,482 (+20%) from 2016

Net Assets

Up

$347,233

Up $52,905 (+18%) from 2016

Liabilities

Up

$13,029

Up $6,577 (+102%) from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin65th percentile

Revenue

Up

$319,367

Up $61,752 (+24%) from 2016

Expenses

Up

$283,186

Up $43,253 (+18%) from 2016

Net Income

Up

$36,181

Up $18,499 (+105%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $181,123Liabilities 2010: $45,391Net Assets 2010: $135,7322010Assets 2011: $224,669Liabilities 2011: $1,830Net Assets 2011: $222,8392011Assets 2012: $318,744Liabilities 2012: $2,046Net Assets 2012: $316,6982012Assets 2013: $334,451Liabilities 2013: $2,120Net Assets 2013: $332,3312013Assets 2014: $390,592Liabilities 2014: $2,171Net Assets 2014: $388,4212014Assets 2015: $263,041Liabilities 2015: $3,601Net Assets 2015: $259,4402015Assets 2016: $300,780Liabilities 2016: $6,452Net Assets 2016: $294,3282016Assets 2017: $360,262Liabilities 2017: $13,029Net Assets 2017: $347,2332017Assets 2018: $384,260Liabilities 2018: $19,563Net Assets 2018: $364,6972018Assets 2019: $467,091Liabilities 2019: $8,394Net Assets 2019: $458,6972019Assets 2020: $641,094Liabilities 2020: $47,501Net Assets 2020: $593,5932020Assets 2021: $792,853Liabilities 2021: $60,750Net Assets 2021: $732,1032021Assets 2022: $3,013,055Liabilities 2022: $3,992Net Assets 2022: $3,009,0632022Assets 2023: $2,962,868Liabilities 2023: $58,647Net Assets 2023: $2,904,2212023Assets 2024: $2,923,472Liabilities 2024: $98,260Net Assets 2024: $2,825,2122024

Highlighted filing

2017

Assets$360,262
Liabilities$13,029
Net Assets$347,233
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $169,0392010Expenses 2011: $208,0292011Expenses 2012: $184,7152012Revenue 2013: $208,281Expenses 2013: $212,143Net Income 2013: -$3,8622013Revenue 2014: $261,594Expenses 2014: $193,865Net Income 2014: $67,7292014Revenue 2015: $208,420Expenses 2015: $215,364Net Income 2015: -$6,9442015Revenue 2016: $257,615Expenses 2016: $239,933Net Income 2016: $17,6822016Revenue 2017: $319,367Expenses 2017: $283,186Net Income 2017: $36,1812017Revenue 2018: $305,585Expenses 2018: $256,815Net Income 2018: $48,7702018Revenue 2019: $291,629Expenses 2019: $230,986Net Income 2019: $60,6432019Revenue 2020: $424,834Expenses 2020: $310,704Net Income 2020: $114,1302020Revenue 2021: $449,462Expenses 2021: $301,743Net Income 2021: $147,7192021Revenue 2022: $2,723,904Expenses 2022: $393,608Net Income 2022: $2,330,2962022Revenue 2023: $261,157Expenses 2023: $399,896Net Income 2023: -$138,7392023Revenue 2024: $342,441Expenses 2024: $479,441Net Income 2024: -$137,0002024

Highlighted filing

2017

Revenue$319,367
Expenses$283,186
Net Income$36,181
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 4, 2018
Return Version
2017v2.2
Gross Receipts
$399,132
Mission and Program Overview

Mission

Nami montana accomplishes its mission of supporting, educating, and advocating for montanans with serious mental illness by:1. Helping concerned families and friends start up local support, education, and advocacy groups.2. Educating the public to dispel misperceptions and overcome the stigma associated with mental illness.3. Advocating for the interests of persons with mental illness, including advocacy for enlightened and effective laws and adequate funding for services.

To improve the lives of those affected by mental illness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$205,456$206,263▲ $807
Cash and Non-Interest-Bearing Accounts$54,997$100,375▲ $45,378
Savings and Temporary Cash Investments$28,227$27,867▼ $360
Accounts Receivable$2,874--
Land, Buildings, and Equipment, Net$1,329$686▼ $643
Prepaid Expenses and Deferred Charges-$450-
Total Assets$300,780$360,262▲ $59,482
Other Assets Total$7,897$24,621▲ $16,724
Liabilities
Accounts Payable and Accrued Expenses$6,452$13,029▲ $6,577
Total Liabilities$6,452$13,029▲ $6,577
Net Assets / Fund Balance
Permanently Rstr Net Assets$190,000$190,000→ $0
Unrestricted Net Assets$104,328$157,233▲ $52,905
Total Net Assets Fund Balance$294,328$347,233▲ $52,905
Total Liabilities and Net Assets / Fund Balance$300,780$360,262▲ $59,482

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$10,940$10,940
Other Land Buildings$686$2,346$3,032
Other Assets Org$24,621--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$213,353-▲ $20,025-$230,884
2016$213,169-▲ $20,080-$213,353
2015$223,313-▼ $7,599-$213,169
2014$208,093-▲ $17,746-$223,313
2013$183,926-▲ $26,169-$208,093
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matt KuntzExecutive DirectorFT$68,300$68,300

Board Members and Trustees

NameTitle
Gary PopielPresident
Alicia SmithBoard Member
Crystal LauferBoard Member
Darrin WebsterBoard Member
Diane LongBoard Member
Diane Van AukenBoard Member
Gary MihelishBoard Member
Janette WarnerBoard Member
Julie DoyleBoard Member
Monique CasbeerBoard Member
Sandra MihelishBoard Member
Terry BallBoard Member
Tom PelusoBoard Member
Michelle HauerSecretary
Tiffany HansonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$325,560
Program Service Revenue
$22,435
Investment Income
$12,060
Other Revenue
$-40,688
All Other Contributions
$192,503
Change in Net Assets
$36,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$158,321
Salaries, Compensation, and Employee Benefits$124,865
Total Fundraising Expense$19,828
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$47,810$6,830$13,660$68,300
Other Salaries and Wages$40,538$2,385$4,769$47,692
Conferences and Meetings$36,580--$36,580
Fees for Services Other$26,479$8,758-$35,237
Office Expenses$5,272$5,866-$11,138
Payroll Taxes$7,098$710$1,065$8,873
Fees for Services Accounting-$7,920-$7,920
Occupancy$3,338$3,004$334$6,676
Insurance$3,483$871-$4,354
Other Expenses$3,473$4,196-$3,473
Fees for Service Investment Mgmnt Fees$2,494--$2,494
Travel$2,036$362-$2,398
Information Technology$1,134$1,135-$2,269
Advertising$1,645--$1,645
Depreciation Depletion$322$321-$643
All Other Expenses$200--$200
Interest$87--$87
Total Functional Expenses$221,000$42,358$19,828$283,186
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$68,501
Fundraising Gross Income$27,813
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Nami Walk$113,387$27,813$62,945$-35,132
Total Events$113,387$27,813$68,501$-40,688
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
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
No
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, Section A, Line 2

“Sandy and gary mihelish are married and both are board members.”

Form 990, Part VI, Section A, Line 6

“The organization is comprised of members who pay annual dues.”

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

“The form 990 is prepared by a cpa firm and the treasurer reviews it before filing. A copy is given to the president of the board and the executive director.”

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

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, policies, and financial statements are available upon request. The most current tax return is available on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Nami Montana
EIN
81-0441706
Phone
4064437871
Address
PO BOX 1021, HELENA, MT 59624

Signing Officer

Name
Sandra Mihelish
Title
Board Member
Phone
4064589738
Signed
2018-06-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Mihelish
Formed
1987
Legal Domicile
Mt
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
120

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 1040, HELENA, MT 59624
Preparer
Tiffany R Hanson
Phone
4064421040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other fees: program service expenses 26,479. Management and general expenses 1,546. Fundraising expenses 0. Total expenses 28,025. Registrations : program service expenses 0. Management and general expenses 70. Fundraising expenses 0. Total expenses 70. Membership rebate : program service expenses 0. Management and general expenses 759. Fundraising expenses 0. Total expenses 759. Contract services : program service expenses 0. Management and general expenses 6,383. Fundraising expenses 0. Total expenses 6,383.”

Financial Statement Notes

PART V, LINE 4:

“To provide education and to offer support groups for families and consumers across the state of montana.”

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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/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01135
IRS990/InformationTechnologyGrp/ProgramServicesAmt01134
IRS990/InformationTechnologyGrp/TotalAmt02269
IRS990/InsuranceGrp/ManagementAndGeneralAmt0871
IRS990/InsuranceGrp/ProgramServicesAmt03483
IRS990/InsuranceGrp/TotalAmt04354
IRS990/InterestGrp/ProgramServicesAmt087
IRS990/InterestGrp/TotalAmt087
IRS990/InvestmentIncomeGrp/ExclusionAmt04694
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04694
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0205456
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0206263
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013286
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01329
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0686
IRS990/LandBldgEquipCostOrOtherBssAmt013972
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011264
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt02576
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NAMI MONTANA ACCOMPLISHES ITS MISSION OF SUPPORTING, EDUCATING, AND ADVOCATING FOR MONTANANS WITH SERIOUS MENTAL ILLNESS BY:1. HELPING CONCERNED FAMILIES AND FRIENDS START UP LOCAL SUPPORT, EDUCATION, AND ADVOCACY GROUPS.2. EDUCATING THE PUBLIC TO DISPEL MISPERCEPTIONS AND OVERCOME THE STIGMA ASSOCIATED WITH MENTAL ILLNESS.3. ADVOCATING FOR THE INTERESTS OF PERSONS WITH MENTAL ILLNESS, INCLUDING ADVOCACY FOR ENLIGHTENED AND EFFECTIVE LAWS AND ADEQUATE FUNDING FOR SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0294328
IRS990/NetAssetsOrFundBalancesEOYAmt0347233
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07366
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07366
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-40688
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-40688
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016724
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0334
IRS990/OccupancyGrp/ManagementAndGeneralAmt03004
IRS990/OccupancyGrp/ProgramServicesAmt03338
IRS990/OccupancyGrp/TotalAmt06676
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05866
IRS990/OfficeExpensesGrp/ProgramServicesAmt05272
IRS990/OfficeExpensesGrp/TotalAmt011138
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07897
IRS990/OtherAssetsTotalGrp/EOYAmt024621
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL PROGRAMS
IRS990/OtherExpensesGrp/Desc1PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc2BOARD EXPENSES
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04196
IRS990/OtherExpensesGrp/ProgramServicesAmt034274
IRS990/OtherExpensesGrp/ProgramServicesAmt14737
IRS990/OtherExpensesGrp/ProgramServicesAmt23473
IRS990/OtherExpensesGrp/TotalAmt034274
IRS990/OtherExpensesGrp/TotalAmt14737
IRS990/OtherExpensesGrp/TotalAmt24196
IRS990/OtherExpensesGrp/TotalAmt33473
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04769
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02385
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt040538
IRS990/OtherSalariesAndWagesGrp/TotalAmt047692
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01065
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0710
IRS990/PayrollTaxesGrp/ProgramServicesAmt07098
IRS990/PayrollTaxesGrp/TotalAmt08873
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0190000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0190000
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0450
IRS990/PrincipalOfficerNm0SANDRA MIHELISH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017116
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017116
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0255040
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02850
IRS990/PYOtherExpensesAmt0117116
IRS990/PYOtherRevenueAmt0-68751
IRS990/PYProgramServiceRevenueAmt068476
IRS990/PYRevenuesLessExpensesAmt017682
IRS990/PYSalariesCompEmpBnftPaidAmt0122817
IRS990/PYTotalExpensesAmt0239933
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0257615
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt036181
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt022435
IRS990/SavingsAndTempCashInvstGrp/BOYAmt028227
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0325560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0255040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0182665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0205619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0181927
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01150811
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04694
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05003
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06931
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026388
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0437713
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0319
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02029
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02859
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt093
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05300
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84720
IRS990ScheduleA/PublicSupportPY170Pct00.84500
IRS990ScheduleA/PublicSupportTotal170Amt01001761
IRS990ScheduleA/SubstantialContributorsTotAmt0149050
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0325560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0255040
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0182665
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0205619
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0181927
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01150811
IRS990ScheduleA/TotalSupportAmt01182499
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt02494
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0213353
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0230884
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt020025
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02437
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0213169
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0213353
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt017459
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020080
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02545
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0223313
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0213169
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7599
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02526
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0208093
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0223313
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017746
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02002
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0183926
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0208093

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$360,262
Liabilities
$13,029
Net assets
$347,233
Revenue
$319,367
Expenses
$283,186
Net income
$36,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.10$2.83$0.34$0.48$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.06$2.90$0.26$0.40$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$2.72$0.39$2.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.06$0.73$0.45$0.30$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.05$0.59$0.42$0.31$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.01$0.46$0.29$0.23$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.02$0.36$0.31$0.26$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.01$0.35$0.32$0.28$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.01$0.29$0.26$0.24$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.21$0.22$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.26$0.19$0.07
2013Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$0.21$0.21$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.21
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.05$0.14$0.17