Civic Intelligence

Fox Valley Memory Project Inc.

990 • Fiscal year 2022 • EIN 82-3556549

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization ProfileFOXVALLEYMEMORYPROJECT.ORG

View Organization Page

1800 Appleton RdMenasha, WI 54952

(920) 225-1711

Siviq Scores

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

Liabilities / Assets

78th percentile

0.24x

Higher debt load relative to assets than 78% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.15x

Higher debt load relative to revenue than 72% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

48th percentile

5.4%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

77th percentile

$70,056

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

80th percentile

31%

Faster asset growth than 80% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

74%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$525,051

Up $123,021 (+31%) from 2021

Net Assets

Up

$400,389

Up $34,833 (+9.5%) from 2021

Liabilities

Up

$124,662

Up $88,188 (+242%) from 2021

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin48th percentile

Revenue

Up

$854,550

Up $363,761 (+74%) from 2021

Expenses

Up

$808,190

Up $474,434 (+142%) from 2021

Net Income

Down

$46,360

Down $110,673 (-70%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$1.0M$500K$0Assets 2018: $127,040Liabilities 2018: $27,833Net Assets 2018: $99,2072018Assets 2019: $175,080Liabilities 2019: $21,934Net Assets 2019: $153,1462019Assets 2020: $231,446Liabilities 2020: $25,564Net Assets 2020: $205,8822020Assets 2021: $402,030Liabilities 2021: $36,474Net Assets 2021: $365,5562021Assets 2022: $525,051Liabilities 2022: $124,662Net Assets 2022: $400,3892022Assets 2023: $628,179Liabilities 2023: $136,647Net Assets 2023: $491,5322023Assets 2024: $828,821Liabilities 2024: $153,951Net Assets 2024: $674,8702024

Highlighted filing

2022

Assets$525,051
Liabilities$124,662
Net Assets$400,389
Open 2022 Filing

Operations Trend

Revenue Growth85th percentile

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

$1.5M$1.0M$500K$0Revenue 2018: $142,424Expenses 2018: $43,217Net Income 2018: $99,2072018Revenue 2019: $254,259Expenses 2019: $207,217Net Income 2019: $47,0422019Revenue 2020: $271,183Expenses 2020: $221,319Net Income 2020: $49,8642020Revenue 2021: $490,789Expenses 2021: $333,756Net Income 2021: $157,0332021Revenue 2022: $854,550Expenses 2022: $808,190Net Income 2022: $46,3602022Revenue 2023: $989,890Expenses 2023: $906,628Net Income 2023: $83,2622023Revenue 2024: $1,115,737Expenses 2024: $940,835Net Income 2024: $174,9022024

Highlighted filing

2022

Revenue$854,550
Expenses$808,190
Net Income$46,360
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$908,857
Mission and Program Overview

Mission

Fvmp wants to create dementia-friendly communities where the fear and isolation often associated with dementia are eased by connecting people with one another and with resources to live well with dementia.

We provide support and resources to people living with dementia and their families to live well.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$229,465$310,754▲ $81,289
Accounts Receivable$45,055$76,251▲ $31,196
Inventories for Sale or Use$0$3,264▲ $3,264
Prepaid Expenses and Deferred Charges$1,700$1,778▲ $78
Total Assets$402,030$525,051▲ $123,021
Other Assets Total$125,810$133,004▲ $7,194
Liabilities
Accounts Payable and Accrued Expenses$36,474$89,450▲ $52,976
Other Liabilities$0$22,212▲ $22,212
Deferred Revenue$0$13,000▲ $13,000
Total Liabilities$36,474$124,662▲ $88,188
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$233,347$329,660▲ $96,313
Net Assets With Donor Restrictions$132,209$70,729▼ $61,480
Total Net Assets Fund Balance$365,556$400,389▲ $34,833
Total Liabilities and Net Assets / Fund Balance$402,030$525,051▲ $123,021

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$19,729--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$25,162-▼ $2,969-$22,193
2021$22,656-▲ $2,506-$25,162
2020$21,010-▲ $1,646-$22,656
2019$19,946$90▲ $974-$21,010
2018-$19,946--$19,946
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Michael RohrkasteExecutive DirectorFT$70,056$70,056

Board Members and Trustees

NameTitle
Dave MortonPresident
Becky ReicheltExecutive Vice President
Dr John BarkmeierDirector
Dr Lisa KokontisDirector
Jonathan KrauseDirector
Judy WilsonDirector
Keith KosteckeDirector
Tara PichelmeyerDirector
Walter C ZerrennerDirector
Tara CrawfordCase Manager
Eric BrotenChamber Executive
Jim ReidSecretary
Lori OhlandTreasurer
Mike HablewitzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$830,668
Program Service Revenue
$26,871
Investment Income
$731
Other Revenue
$-3,720
All Other Contributions
$337,537
Change in Net Assets
$46,360

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
Other Non Cash Contri Table26$12,632Fair Market Value (FMV)
Clothing and Household Goods-$7,305Fair Market Value (FMV)
Other Non Cash Contri Table22$2,032Cost
Works of Art5$1,900Fair Market Value (FMV)
Food Inventory8$1,295Cost
Other Non Cash Contri Table9$1,240Fair Market Value (FMV)
Total Noncash Contributions70$26,404-

Audited Revenue Reconciliation

Revenue per Audited Statements
$882,453
Revenue Not Reported on Financial Statements
$-27,903
Revenue Not Reported on Form 990
$-5,947
Other Revenue Adjustments
$-27,903
Total Revenue per Audited Statements
$876,506
Total Revenue per Form 990
$854,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$444,852
Other Expenses$363,288
Total Fundraising Expense$38,356
Grants and Similar Amounts Paid$50
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$295,442$23,543$4,978$323,963
Current Officers, Directors, Trustees, and Key Employees$42,034$10,508$17,514$70,056
Office Expenses$57,795$843$1,537$60,175
Payroll Taxes$27,759$4,854$1,822$34,435
Advertising$32,358$925-$33,283
Fees for Services Accounting-$31,595-$31,595
All Other Expenses$11,549$13,651$3,302$28,502
Other Expenses$5,333$8,939$8,546$22,818
Occupancy$15,015$5,327$397$20,739
Other Employee Benefits$14,693$1,701$4$16,398
Insurance$1,791$146$119$2,056
Travel$927$5-$932
Grants to Domestic Orgs$50--$50
Total Functional Expenses$659,118$110,716$38,356$808,190

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$841,673
Expenses per Audited Statements$836,093
Total Expenses per Form 990$808,190
Expenses Not Reported on Form 990$5,580
Expenses Not Reported on Financial Statements$-27,903
Other Expense Adjustments$-27,903
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$50,642
Fundraising Gross Income$40,587
Gaming Gross Income$10,000
Gaming Direct Expenses$3,665
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Living Life$109,014$40,587$12,503$28,084
Total Events$109,014$40,587$50,642$-10,055
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$22,212
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
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 1A

“Board president, vice president, secretary, treasurer, and prior board president. Works with executive director to approve material program and personnel changes.”

Form 990, Part VI, Section A, Line 4

“The bylaws for fox valley memory project were amended to update the terminology and description of section 4 committees, effective february 24, 2022.”

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

“Will send to board of directors”

Form 990, Part VI, Section B, Line 15

“Board conducts performance review of executive director and market data to determine compensation.”

Form 990, Part VI, Section C, Line 19

“Form 990 are availble upon request. We do make the following available to the public: governing documents or financial statements to potential donors on request.”

Filing and Contact Details

Filer

Filer Name
Fox Valley Memory Project Inc
EIN
82-3556549
Phone
9202251711
Address
1800 APPLETON RD, MENASHA, WI 54952

Signing Officer

Name
Michael Rohrkaste
Title
Executive Director
Phone
9202251711
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Rohrkaste
Formed
2019
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
14
Employees
0
Volunteers
110

Preparer

Firm
Cliftonlarsonallen Llp
Address
1660 OSHKOSH AVE SUITE 200, OSHKOSH, WI 54902
Preparer
Christa Willis
Phone
9202315890
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“We introduced memory link resource navigation service to families facing challenges of dementia care, and an aging program for people with an intellectual or developmental disability.”

Form 990, Part III, Line 3

“We expanded all programs to new service areas: calumet and waupaca counties, and the southern portion of winnebago county.”

FORM 990, PART XI, LINE 9:

“Change in beneficial interest -11,527.”

Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“U.s. Gaap requires management to evaluate tax positions taken by the organization and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by a taxing authority. Management has analyzed the tax positions taken by the organization and has concluded that as of december 31, 2022 and 2021, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The organization is subject to routine audits by taxing jurisdictions, however, there are currently no audits in progress for any tax period. The organization will recognize future accrued interest and penalties related to unrecognized tax benefits in income tax expense if incurred.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest -11,527.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Raffle/fundraising expenses -27,903.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Raffle/fundraising expenses -27,903.”

Raw XML AppendixShowing 400 of 631 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/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0908857
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0119
IRS990/InsuranceGrp/ManagementAndGeneralAmt0146
IRS990/InsuranceGrp/ProgramServicesAmt01791
IRS990/InsuranceGrp/TotalAmt02056
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03264
IRS990/InvestmentIncomeGrp/ExclusionAmt0731
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0731
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FVMP WANTS TO CREATE DEMENTIA-FRIENDLY COMMUNITIES WHERE THE FEAR AND ISOLATION OFTEN ASSOCIATED WITH DEMENTIA ARE EASED BY CONNECTING PEOPLE WITH ONE ANOTHER AND WITH RESOURCES TO LIVE WELL WITH DEMENTIA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0365556
IRS990/NetAssetsOrFundBalancesEOYAmt0400389
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-10055
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-10055
IRS990/NetIncomeFromGamingGrp/ExclusionAmt06335
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt06335
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0233347
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0329660
IRS990/NoncashContributionsAmt026404
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0397
IRS990/OccupancyGrp/ManagementAndGeneralAmt05327
IRS990/OccupancyGrp/ProgramServicesAmt015015
IRS990/OccupancyGrp/TotalAmt020739
IRS990/OfficeExpensesGrp/FundraisingAmt01537
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0843
IRS990/OfficeExpensesGrp/ProgramServicesAmt057795
IRS990/OfficeExpensesGrp/TotalAmt060175
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0125810
IRS990/OtherAssetsTotalGrp/EOYAmt0133004
IRS990/OtherChangesInNetAssetsAmt0-11527
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01701
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014693
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016398
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL SERVICES
IRS990/OtherExpensesGrp/Desc1MEALS & ENTERTAINMNET E
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3PRINTING & PUBLICATION
IRS990/OtherExpensesGrp/FundraisingAmt037
IRS990/OtherExpensesGrp/FundraisingAmt1100
IRS990/OtherExpensesGrp/FundraisingAmt28546
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0715
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12589
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25375
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt38939
IRS990/OtherExpensesGrp/ProgramServicesAmt0104403
IRS990/OtherExpensesGrp/ProgramServicesAmt131946
IRS990/OtherExpensesGrp/ProgramServicesAmt218023
IRS990/OtherExpensesGrp/ProgramServicesAmt35333
IRS990/OtherExpensesGrp/TotalAmt0105118
IRS990/OtherExpensesGrp/TotalAmt134572
IRS990/OtherExpensesGrp/TotalAmt223498
IRS990/OtherExpensesGrp/TotalAmt322818
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt022212
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04978
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt023543
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0295442
IRS990/OtherSalariesAndWagesGrp/TotalAmt0323963
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01822
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04854
IRS990/PayrollTaxesGrp/ProgramServicesAmt027759
IRS990/PayrollTaxesGrp/TotalAmt034435
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01700
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01778
IRS990/PrincipalOfficerNm0MICHAEL ROHRKASTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026871
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026871
IRS990/ProgSrvcAccomActy2Grp/Desc0MINDWORKS- FACILITATED TWICE WEEKLY CLASS FOR PEOPLE WITH EARLY TO MID STAGE DEMENTIA, DESIGNED TO PROMOTE BRAIN AND OVERALL HEALTH, AND PROVIDES RESPITE TO CAREGIVER. WE HELD 11 EACH WEEK IN 2022. THIS PROGRAM SUPPORTS 90 FAMILIES AT DIFFERENT TIMES, WITH A TOTAL OF 180 PEOPLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0168204
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt026871
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMORY CAFE- 18 DIFFERENT CAFES MONTHLY MEET FOR SOCIALIZATION FOR DEMENTIA PERSONS & CAREGIVERS. THERE ARE OVER 1800 ANNUAL ATTENDEES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt037603
IRS990/ProgSrvcAccomActy3Grp/GrantAmt050
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ON A POSITIVE NOTE CHOIR, SPECIAL EVENTS, AND EDUCATION HAD OVER 3000 ATTENDEES IN 2022
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt082707
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0489602
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt075
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0143510
IRS990/PYOtherRevenueAmt0-398
IRS990/PYProgramServiceRevenueAmt01585
IRS990/PYRevenuesLessExpensesAmt0157033
IRS990/PYSalariesCompEmpBnftPaidAmt0190171
IRS990/PYTotalExpensesAmt0333756
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0490789
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt046360
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0229465
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0310754
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2020 AMOUNT: $ 2,955. 2021 AMOUNT: $ 1,686.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0830669
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0489602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0292714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0244354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0141489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01998828
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0731
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0272
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01145
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0144793
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01686
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02955
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04641
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98670
IRS990ScheduleA/PublicSupportTotal170Amt01978047
IRS990ScheduleA/SubstantialContributorsTotAmt020781
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0830669
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0489602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0292714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0244354
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0141489
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01998828
IRS990ScheduleA/TotalSupportAmt02004614
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/CYEndwmtFundGrp/BeginningYearBalanceAmt025162
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt022193
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2969
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt022656
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025162
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02506
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt021010
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt022656
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01646
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt019946
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt090
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt021010
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0974
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt019946

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$525,051
Liabilities
$124,662
Net assets
$400,389
Revenue
$854,550
Expenses
$808,190
Net income
$46,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.15$0.67$1.12$0.94$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.14$0.49$0.99$0.91$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.12$0.40$0.85$0.81$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.04$0.37$0.49$0.33$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.03$0.21$0.27$0.22$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.15$0.25$0.21$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.03$0.10$0.14$0.04$0.10