Civic Intelligence

Carmel Valley Manor Foundation

990 • Fiscal year 2019 • EIN 82-2771192

Jan 01, 2019 to Dec 31, 2019 • Filed on May 29, 2020

Organization ProfileN/A
8545 Carmel Valley RdCarmel, CA 93923

(831) 624-1281

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

76th percentile

$285,806

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

86th percentile

24%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-83%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$14,778,395

Up $2,849,947 (+24%) from 2018

Net Assets

Up

$14,777,395

Up $2,848,947 (+24%) from 2018

Liabilities

Up

$1,000

Up $1,000 from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin95th percentile

Revenue

Down

$2,124,812

Down $10,209,490 (-83%) from 2018

Expenses

Up

$666,151

Up $187,491 (+39%) from 2018

Net Income

Down

$1,458,661

Down $10,396,981 (-88%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$20M$15M$10M$5.0M$0Assets 2018: $11,928,448Liabilities 2018: $0Net Assets 2018: $11,928,4482018Assets 2019: $14,778,395Liabilities 2019: $1,000Net Assets 2019: $14,777,3952019Assets 2020: $15,702,549Liabilities 2020: $0Net Assets 2020: $15,702,5492020Assets 2021: $17,483,288Liabilities 2021: $0Net Assets 2021: $17,483,2882021Assets 2022: $14,479,362Liabilities 2022: $0Net Assets 2022: $14,479,3622022Assets 2023: $15,315,231Liabilities 2023: $0Net Assets 2023: $15,315,2312023Assets 2024: $17,087,353Liabilities 2024: $291Net Assets 2024: $17,087,0622024

Highlighted filing

2019

Assets$14,778,395
Liabilities$1,000
Net Assets$14,777,395
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2018: $12,334,302Expenses 2018: $478,660Net Income 2018: $11,855,6422018Revenue 2019: $2,124,812Expenses 2019: $666,151Net Income 2019: $1,458,6612019Revenue 2020: $469,335Expenses 2020: $608,047Net Income 2020: -$138,7122020Revenue 2021: $1,085,708Expenses 2021: $665,247Net Income 2021: $420,4612021Revenue 2022: $653,574Expenses 2022: $791,631Net Income 2022: -$138,0572022Revenue 2023: $1,645,634Expenses 2023: $1,004,639Net Income 2023: $640,9952023Revenue 2024: $1,694,087Expenses 2024: $660,346Net Income 2024: $1,033,7412024

Highlighted filing

2019

Revenue$2,124,812
Expenses$666,151
Net Income$1,458,661
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 29, 2020
Return Version
2019v5.0
Gross Receipts
$2,124,812
Mission and Program Overview

Mission

The mission of Carmel Valley Manor Foundation is to prudently manage the assets of the Foundation in order to provide Carmel Valley Manor with funds as needed and to seek other sources of funds to increase its asset base.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,832,901$14,344,459▲ $2,511,558
Accounts Receivable-$332,444-
Savings and Temporary Cash Investments$87,899$94,085▲ $6,186
Cash and Non-Interest-Bearing Accounts$7,648$7,407▼ $241
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$11,928,448$14,778,395▲ $2,849,947
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$1,000-
Total Liabilities$0$1,000▲ $1,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,400,207$7,647,040▲ $2,246,833
Net Assets Without Donor Restrictions$6,528,241$7,130,355▲ $602,114
Total Net Assets Fund Balance$11,928,448$14,777,395▲ $2,848,947
Total Liabilities and Net Assets / Fund Balance$11,928,448$14,778,395▲ $2,849,947

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$11,920,800$1,688,118▲ $1,772,822$610,752$14,770,988
2018-$13,457,407▼ $946,124$590,483$11,920,800
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Susan FreelandChair
Jane IpsenPresident & CEO
Harry HansonVice-Chair
Gerald KitchenDirector
James DidionDirector
Kelly O'KeefeDirector
RB Busch IIIDirector
Enrique MonteroFinance Director
Iathan AnnandSecretary
Christopher SteinbrunerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,688,118
Program Service Revenue
$0
Investment Income
$436,694
Other Revenue
$0
All Other Contributions
$1,688,118
Change in Net Assets
$1,458,661

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 Traded4$127,055Fair Market Value (FMV)
Total Noncash Contributions4$127,055-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,070,654
Revenue Not Reported on Financial Statements
$54,158
Revenue Not Reported on Form 990
$1,390,286
Total Revenue per Audited Statements
$3,460,940
Total Revenue per Form 990
$2,124,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$558,264
Other Expenses$107,887
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$558,264--$558,264
Fees for Service Investment Mgmnt Fees-$54,158-$54,158
Fees for Services Legal-$19,704-$19,704
Fees for Services Accounting-$8,075-$8,075
Insurance-$5,826-$5,826
Other Expenses-$301-$301
Total Functional Expenses$558,264$107,887$0$666,151

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$666,151
Expenses per Audited Statements$611,993
Total Expenses per Audited Statements$611,993
Expenses Not Reported on Financial Statements$54,158
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carmel Valley ManorCarmel, CA501 (c) (3)Fundraising support to charit. act.$558,264
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“990 is prepared by outside CPA. Finance Committee reviews the 990 and provides a complete draft to the Board of Directors for approval before filing.”

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

“Governance Committee distributes and reviews; identifies any conflict at the annual meeting of the Board.”

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

“Copies are placed in the Resident's Library and copies will be sent or emailed to individuals or entities on request”

Filing and Contact Details

Filer

Filer Name
Carmel Valley Manor Foundation
EIN
82-2771192
Phone
8316241281
Address
8545 Carmel Valley Rd, Carmel, CA 93923

Signing Officer

Name
Jane Ipsen
Title
President & CEO
Signed
2020-05-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Ipsen
Formed
2017
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
379 WEST MARKET STREET, SALINAS, CA 93901
Preparer
Patricia M Kaufman CPA
Phone
8314242737
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The endowment funds are retained in perpetuity to provide increasing income to the manor and may be used only to meet the statutory reserve requirements of the State of California or to meet unforeseen emergencies if the organization's funds are insufficient additionally, these funds are used for funding improvements which will substantially improve the quality of life for residents at the manor.”

Part X : FIN48 Footnote

“The Foundation believes that it has appropriate support for any tax positions taken, and therefore does not have any uncertain tax positions that are material to the financial statements for the years ended December 31, 2019.”

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IRS990/OtherExpensesGrp/TotalAmt010783
IRS990/OtherExpensesGrp/TotalAmt19040
IRS990/OtherExpensesGrp/TotalAmt2301
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jane Ipsen
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt012018425
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0417465
IRS990/PYInvestmentIncomeAmt0315877
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt061195
IRS990/PYRevenuesLessExpensesAmt011855642
IRS990/PYTotalExpensesAmt0478660
IRS990/PYTotalRevenueAmt012334302
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01458661
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt087899
IRS990/SavingsAndTempCashInvstGrp/EOYAmt094085
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0946050476
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0558264
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Carmel Valley Manor
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0558264
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/BoardDesignatedBalanceEOYPct00.48230
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt011920800
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01688118
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014770988
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01772822
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0610752
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt013457407
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt011920800
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-946124
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0590483
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt054158
IRS990ScheduleD/ExpensesSubtotalAmt0611993
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt054158
IRS990ScheduleD/InvestmentExpensesNotIncldAmt054158
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01390286
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.38080
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt01390286
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt054158
IRS990ScheduleD/RevenueSubtotalAmt02070654
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The endowment funds are retained in perpetuity to provide increasing income to the manor and may be used only to meet the statutory reserve requirements of the State of California or to meet unforeseen emergencies if the organization's funds are insufficient additionally, these funds are used for funding improvements which will substantially improve the quality of life for residents at the manor.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Foundation believes that it has appropriate support for any tax positions taken, and therefore does not have any uncertain tax positions that are material to the financial statements for the years ended December 31, 2019.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X : FIN48 Footnote
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.13690
IRS990ScheduleD/TotalExpensesPerForm990Amt0666151
IRS990ScheduleD/TotalRevenuePerForm990Amt02124812
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03460940
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0611993
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0558264
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (c) (3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Fundraising support to charit. act.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Carmel Valley Manor
IRS990ScheduleI/RecipientTable/RecipientEIN0946050476
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08545 Carmel Valley Rd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Carmel
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093923
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0146992
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1264599
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt03029
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt17341
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt013282
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt113866
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Enrique Montero
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Jane Ipsen
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Finance Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1President & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0163303
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1285806
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,778,395
Liabilities
$1,000
Net assets
$14,777,395
Revenue
$2,124,812
Expenses
$666,151
Net income
$1,458,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$1.69$0.66$1.03
2023Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$1.65$1.00$0.64
2022Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.65$0.79$0.14
2021Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$1.09$0.67$0.42
2020Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.47$0.61$0.14
2019Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$2.12$0.67$1.46
2018Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$12.3$0.48$11.9