Civic Intelligence

Fclt Co

990 • Fiscal year 2022 • EIN 81-2936865

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

Organization ProfileWWW.FCLTGLOBAL.ORG
31 St James Ave 890Boston, MA 02116

(617) 203-6599

Siviq Scores

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

Liabilities / Assets

64th percentile

0.25x

Higher debt load relative to assets than 64% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.27x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

95th percentile

$496,132

Higher top officer pay than 95% of similar nonprofits.

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

56th percentile

8.3%

Faster revenue growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$5,572,639

Up $976,223 (+21%) from 2021

Net Assets

Up

$4,194,566

Up $820,228 (+24%) from 2021

Liabilities

Up

$1,378,073

Up $155,995 (+13%) from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin67th percentile

Revenue

Up

$5,143,614

Up $392,505 (+8.3%) from 2021

Expenses

Up

$4,246,055

Up $748,368 (+21%) from 2021

Net Income

Down

$897,559

Down $355,863 (-28%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $1,087,505Liabilities 2017: $670,706Net Assets 2017: $416,7992017Assets 2018: $2,532,229Liabilities 2018: $763,517Net Assets 2018: $1,768,7122018Assets 2019: $2,549,808Liabilities 2019: $663,165Net Assets 2019: $1,886,6432019Assets 2020: $2,879,132Liabilities 2020: $732,586Net Assets 2020: $2,146,5462020Assets 2021: $4,596,416Liabilities 2021: $1,222,078Net Assets 2021: $3,374,3382021Assets 2022: $5,572,639Liabilities 2022: $1,378,073Net Assets 2022: $4,194,5662022Assets 2023: $6,348,340Liabilities 2023: $1,434,422Net Assets 2023: $4,913,9182023Assets 2024: $7,307,307Liabilities 2024: $2,332,234Net Assets 2024: $4,975,0732024

Highlighted filing

2022

Assets$5,572,639
Liabilities$1,378,073
Net Assets$4,194,566
Open 2022 Filing

Operations Trend

Revenue Growth56th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2017: $2,102,500Expenses 2017: $1,685,701Net Income 2017: $416,7992017Revenue 2018: $4,100,355Expenses 2018: $3,159,275Net Income 2018: $941,0802018Revenue 2019: $3,608,805Expenses 2019: $3,490,874Net Income 2019: $117,9312019Revenue 2020: $3,606,051Expenses 2020: $3,346,148Net Income 2020: $259,9032020Revenue 2021: $4,751,109Expenses 2021: $3,497,687Net Income 2021: $1,253,4222021Revenue 2022: $5,143,614Expenses 2022: $4,246,055Net Income 2022: $897,5592022Revenue 2023: $5,522,420Expenses 2023: $4,708,486Net Income 2023: $813,9342023Revenue 2024: $5,143,439Expenses 2024: $5,123,397Net Income 2024: $20,0422024

Highlighted filing

2022

Revenue$5,143,614
Expenses$4,246,055
Net Income$897,559
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.2
Gross Receipts
$6,715,787
Mission and Program Overview

Mission

Conducting research, convening business leaders, developing educational resources and actionable recommendations and generating broad awareness of ways in which a longer-term focus can increase innovation, economic growth and future savings.

Fclt co. (fclt) is a non-profit organization that develops actionable research and tools to drive long-term value creation for savers and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,542,115$2,436,614▲ $894,499
Cash and Non-Interest-Bearing Accounts$1,923,036$1,495,319▼ $427,717
Savings and Temporary Cash Investments$521,773$1,022,664▲ $500,891
Accounts Receivable$300,000$300,000→ $0
Prepaid Expenses and Deferred Charges$87,199$67,322▼ $19,877
Land, Buildings, and Equipment, Net$84,293$50,701▼ $33,592
Total Assets$4,596,416$5,572,639▲ $976,223
Other Assets Total$138,000$200,019▲ $62,019
Liabilities
Deferred Revenue$720,580$755,080▲ $34,500
Accounts Payable and Accrued Expenses$342,424$347,050▲ $4,626
Other Liabilities$159,074$275,943▲ $116,869
Total Liabilities$1,222,078$1,378,073▲ $155,995
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,010,338$4,090,566▲ $1,080,228
Net Assets With Donor Restrictions$364,000$104,000▼ $260,000
Total Net Assets Fund Balance$3,374,338$4,194,566▲ $820,228
Total Liabilities and Net Assets / Fund Balance$4,596,416$5,572,639▲ $976,223

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$23,313$45,287$68,600
Leasehold Improvements$0$58,463$58,463
Equipment$27,388$29,717$57,105
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah Keohane WilliamsonPresident & CEOFT$311,250$184,882$496,132
Peggy AdamsManaging DirectorFT$199,984$71,714$271,698
Kersten LanesCOOFT$200,000$56,544$256,544
Steve BoxerManaging DirectorFT$152,109$82,436$234,545
Ariel BabcockManaging DirectorFT$177,500$55,809$233,309
John LeathermanManaging DirectorFT$138,333$34,530$172,863
Sara SimondsDirector (until 4/22/2022)FT$137,500$3,851$141,351
Sam SterlingManagerFT$115,260$22,698$137,958
Ross ParkerDirectorFT$114,955$13,193$128,148
Allen HeAssociate DirectorFT$111,955$11,998$123,953

Board Members and Trustees

NameTitle
Theresa WhitmarshChair, Director
Adena FriedmanDirector
Alan JopeDirector
Carmine DisibioDirector
Chow-kiat LimDirector
David NealDirector
Geraldine MatchettDirector
Howard UngerleiderDirector
John GrahamDirector
Kevin SneaderDirector
Kewsong LeeDirector
Lei ZhangDirector
Mark WiedmanDirector
Peter HarrisonDirector
Ronald WuijsterDirector
Bob SternfelsDirector (from 1/1/2022)
Revenue and Support

Revenue Composition

Contributions and Grants
$3,566,529
Program Service Revenue
$1,602,000
Investment Income
$-27,279
Other Revenue
$2,364
Change in Net Assets
$897,559

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,143,614
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-4,833
Total Revenue per Audited Statements
$5,138,781
Total Revenue per Form 990
$5,143,614
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,434,256
Other Expenses$811,799
Total Fundraising Expense$633,339
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,368,222$179,194$319,190$1,866,606
Comp Disqual Persons$769,274$100,591$179,666$1,049,531
Other Employee Benefits$188,790$24,725$44,042$257,557
Advertising$229,318-$2,912$232,230
Payroll Taxes$144,680$18,949$33,752$197,381
Occupancy$97,384$13,340$22,678$133,402
Travel$118,164$5,430-$123,594
Pension Plan Contributions$46,312$6,065$10,804$63,181
Fees for Services Accounting-$63,160-$63,160
Information Technology$37,473$5,028$8,727$51,228
Office Expenses$28,591$7,756$5,857$42,204
Conferences and Meetings$40,233$1,683-$41,916
Depreciation Depletion$24,522$3,359$5,711$33,592
Fees for Services Management$23,750--$23,750
Insurance-$12,157-$12,157
Fees for Services Legal-$5,488-$5,488
All Other Expenses$140$3,507-$3,647
Other Expenses$2,800$25-$2,800
Total Functional Expenses$3,131,303$481,413$633,339$4,246,055

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,318,553
Expenses per Audited Statements$4,246,055
Total Expenses per Form 990$4,246,055
Expenses Not Reported on Form 990$72,498
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contract Liability - Memberships$184,000
Other Current Liabilities$75,000
Deferred Rent$16,943
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
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 B, Line 11B

“The board of directors reviews and approves the irs form 990 at a board meeting prior to filing the form.”

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

“The organization monitors and enforces compliance with the policy throughout the year by communicating on a regular basis with all necessary parties.”

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

“The compensation of the ceo is determined by the board of directors on an annual basis utilizing comparability data. This process is documented contemporaneously. Key employees' compensation is determined and reviewed annually by the ceo.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, form 990 and financial statements available to the public upon request for the same period of disclosure as set forth in section 6104(d). In addition, the form 990 without schedule b is available via guidestar and the massachusetts attorney general's website.”

Filing and Contact Details

Filer

Filer Name
Fclt Co
EIN
81-2936865
Phone
6172036599
Address
31 ST JAMES AVE 890, BOSTON, MA 02116
Doing Business As
Fcltglobal

Signing Officer

Name
Sarah Keohane Williamson
Title
President & CEO
Phone
6172036599
Signed
2023-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Keohane Williamson
Formed
2016
Legal Domicile
De
Voting Board Members
16
Independent Board Members
16
Employees
22
Volunteers
30

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129
Preparer
Lynne Johnson
Phone
6179129000
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 1A:

“Fclt human resources are performed by a professional employer organization (peo). The peo files on behalf of fclt. During the 2021 calendar year, fclt issued a total of 4 forms 1099, while the peo issued a total of 3 forms 1099, totaling 7 forms 1099 issued by or on behalf of the organization.”

FORM 990, PART V, LINE 2A:

“Fclt human resources are performed by a professional employer organization (peo). The peo files on behalf of fclt. During the 2021 calendar year, fclt had 22 employees.”

Financial Statement Notes

PART X, LINE 2:

“The organization is qualified under section 501(c)(3) of the internal revenue code and is generally exempt from federal and state income taxes. The organization follows the fasb asc 740, income taxes, which clarifies the accounting for uncertainty in income taxes by prescribing the recognition threshold a tax position is required to meet before being recognized in the financial statements. The organization recognizes a tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities. Management evaluated the organization's tax positions and concluded that the organization had no material uncertainties in income taxes as of june 30, 2022 and 2021. With few exceptions, the organization is only subject to income tax examinations by the u.s., federal, state or local tax authorities for three years from the filing date. The organization will account for interest and penalties related to uncertain tax positions, if any, as part of tax expense.”

Raw XML AppendixShowing 400 of 768 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/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/PersonNm3PETER HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm4ALAN JOPE
IRS990/Form990PartVIISectionAGrp/PersonNm5KEWSONG LEE
IRS990/Form990PartVIISectionAGrp/PersonNm6CHOW-KIAT LIM
IRS990/Form990PartVIISectionAGrp/PersonNm7GERALDINE MATCHETT
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm9KEVIN SNEADER
IRS990/Form990PartVIISectionAGrp/PersonNm10BOB STERNFELS
IRS990/Form990PartVIISectionAGrp/PersonNm11HOWARD UNGERLEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK WIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13RONALD WUIJSTER
IRS990/Form990PartVIISectionAGrp/PersonNm14LEI ZHANG
IRS990/Form990PartVIISectionAGrp/PersonNm15THERESA WHITMARSH
IRS990/Form990PartVIISectionAGrp/PersonNm16SARAH KEOHANE WILLIAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm17KERSTEN LANES
IRS990/Form990PartVIISectionAGrp/PersonNm18PEGGY ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm19STEVE BOXER
IRS990/Form990PartVIISectionAGrp/PersonNm20ARIEL BABCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm21SAM STERLING
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20227500
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22137500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23111955
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24168333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25114955
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (FROM 1/1/2022)
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIR, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17COO
IRS990/Form990PartVIISectionAGrp/TitleTxt18MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR (UNTIL 4/22/2022)
IRS990/Form990PartVIISectionAGrp/TitleTxt23ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt06715787
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/OccupancyGrp/ManagementAndGeneralAmt013340
IRS990/OccupancyGrp/ProgramServicesAmt097384
IRS990/OccupancyGrp/TotalAmt0133402
IRS990/OfficeExpensesGrp/FundraisingAmt05857
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07756
IRS990/OfficeExpensesGrp/ProgramServicesAmt028591
IRS990/OfficeExpensesGrp/TotalAmt042204
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IRS990/OperateHospitalInd00
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IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt024725
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0188790
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0257557
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc2SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP FEES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112011
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225
IRS990/OtherExpensesGrp/ProgramServicesAmt02018
IRS990/OtherExpensesGrp/ProgramServicesAmt19632
IRS990/OtherExpensesGrp/ProgramServicesAmt22800
IRS990/OtherExpensesGrp/TotalAmt018945

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,572,639
Liabilities
$1,378,073
Net assets
$4,194,566
Revenue
$5,143,614
Expenses
$4,246,055
Net income
$897,559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.31$2.33$4.98$5.14$5.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$6.35$1.43$4.91$5.52$4.71$0.81
2022Detailed filing. Detailed filing data is available for this year.$5.57$1.38$4.19$5.14$4.25$0.90
2021Detailed filing. Detailed filing data is available for this year.$4.60$1.22$3.37$4.75$3.50$1.25
2020Detailed filing. Detailed filing data is available for this year.$2.88$0.73$2.15$3.61$3.35$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.66$1.89$3.61$3.49$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.53$0.76$1.77$4.10$3.16$0.94
2017Summary only. Only limited summary data is available for this year.$1.09$0.67$0.42$2.10$1.69$0.42