Civic Intelligence

Compassion & Choices Action Network

990 • Fiscal year 2019 • EIN 84-1328830

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 25, 2020

8156 S Wadsworth Blvd No E-162Littleton, CO 80128

(303) 639-1202

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$6,395,515

Flat from 2019

Net Assets

Flat

$6,395,301

Flat from 2019

Liabilities

Flat

$214

Flat from 2019

Revenue And Expenses

Revenue

Flat

$194,721

Flat from 2019

Expenses

Flat

$75,632

Flat from 2019

Net Income

Flat

$119,089

Flat from 2019

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $1,202,231Liabilities 2011: $259,900Net Assets 2011: $942,3312011Assets 2012: $1,242,246Liabilities 2012: $91,394Net Assets 2012: $1,150,8522012Assets 2013: $1,213,050Liabilities 2013: $61,426Net Assets 2013: $1,151,6242013Assets 2014: $1,408,863Liabilities 2014: $18,736Net Assets 2014: $1,390,1272014Assets 2015: $4,176,351Liabilities 2015: $167,940Net Assets 2015: $4,008,4112015Assets 2016: $2,264,762Liabilities 2016: $89,833Net Assets 2016: $2,174,9292016Assets 2017: $3,954,827Liabilities 2017: $10,060Net Assets 2017: $3,944,7672017Assets 2018: $6,107,911Liabilities 2018: $3,411Net Assets 2018: $6,104,5002018Assets 2019: $6,395,515Liabilities 2019: $214Net Assets 2019: $6,395,3012019Assets 2019: $6,395,515Liabilities 2019: $214Net Assets 2019: $6,395,3012019Assets 2020: $6,491,997Liabilities 2020: $693Net Assets 2020: $6,491,3042020Assets 2021: $16,888,625Liabilities 2021: $7,260,720Net Assets 2021: $9,627,9052021Assets 2022: $14,650,551Liabilities 2022: $6,048,492Net Assets 2022: $8,602,0592022Assets 2023: $14,216,647Liabilities 2023: $5,116,894Net Assets 2023: $9,099,7532023Assets 2025: $13,321,466Liabilities 2025: $3,085,629Net Assets 2025: $10,235,8372025

Highlighted filing

2019

Assets$6,395,515
Liabilities$214
Net Assets$6,395,301

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $295,884Expenses 2011: $238,734Net Income 2011: $57,1502011Expenses 2012: $104,6732012Expenses 2013: $834,2322013Revenue 2014: $323,390Expenses 2014: $118,593Net Income 2014: $204,7972014Revenue 2015: $3,019,976Expenses 2015: $370,964Net Income 2015: $2,649,0122015Revenue 2016: $2,857,013Expenses 2016: $4,681,123Net Income 2016: -$1,824,1102016Revenue 2017: $2,761,077Expenses 2017: $964,593Net Income 2017: $1,796,4842017Revenue 2018: $2,689,615Expenses 2018: $95,260Net Income 2018: $2,594,3552018Revenue 2019: $194,721Expenses 2019: $75,632Net Income 2019: $119,0892019Revenue 2019: $194,721Expenses 2019: $75,632Net Income 2019: $119,0892019Revenue 2020: $110,141Expenses 2020: $77,016Net Income 2020: $33,1252020Revenue 2021: $2,860,119Expenses 2021: $753,964Net Income 2021: $2,106,1552021Revenue 2022: $2,030,368Expenses 2022: $1,195,401Net Income 2022: $834,9672022Revenue 2023: $1,453,328Expenses 2023: $1,491,317Net Income 2023: -$37,9892023Revenue 2025: $1,800,732Expenses 2025: $2,099,074Net Income 2025: -$298,3422025

Highlighted filing

2019

Revenue$194,721
Expenses$75,632
Net Income$119,089
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 25, 2020
Return Version
2018v3.1
Gross Receipts
$194,721
Mission and Program Overview

Mission

To improve care, expand options, and empower everyone to chart their end-of-life journey.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,984,007$5,458,079▲ $474,072
Cash and Non-Interest-Bearing Accounts$395,229$414,182▲ $18,953
Savings and Temporary Cash Investments$610,400$396,837▼ $213,563
Land, Buildings, and Equipment, Net$2,188--
Total Assets$6,107,911$6,395,515▲ $287,604
Other Assets Total$116,087$126,417▲ $10,330
Liabilities
Accounts Payable and Accrued Expenses$3,411$214▼ $3,197
Total Liabilities$3,411$214▼ $3,197
Net Assets / Fund Balance
Unrestricted Net Assets$6,104,500$6,395,301▲ $290,801
Total Net Assets Fund Balance$6,104,500$6,395,301▲ $290,801
Total Liabilities and Net Assets / Fund Balance$6,107,911$6,395,515▲ $287,604
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
John CrowleyEmployeeFT$146,873$146,873
Barbara Coombs LeePresidentFT$112,196$112,196

Board Members and Trustees

NameTitle
David CookBoard Chair
Madison ShockleyFirst Vice Chair
Nancy HoytSecond Vice Chair
Samantha SandlerBoard Member
Debbi GibbsDirector
Jerri ShawDirector
Lucille RidgillDirector
Mark WeidemanDirector
Kevin E DiazDirector of Legal Affairs
Kimberly Callinan TaylorChief Executive Officer
Marcia CampbellChief Financial Officer
Patricia BernsteinChief Operating Officer
Eddie Charmaine ManansalaEmployee
Kimberly J TacciniEmployee
Linda Roth PlattEmployee
Stephen HutSecretary
Dan GrossmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,230
Program Service Revenue
$77,869
Investment Income
$86,622
Other Revenue
$0
All Other Contributions
$13,967
Change in Net Assets
$119,089

Audited Revenue Reconciliation

Revenue per Audited Statements
$194,721
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$171,712
Total Revenue per Audited Statements
$366,433
Total Revenue per Form 990
$194,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,632
Total Fundraising Expense$1,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$8,208$21,588-$29,796
Information Technology$4,988$723-$5,711
Other Expenses$1,825$2,044$1,000$3,869
Travel$2,487$33-$2,520
All Other Expenses$1,947$142-$2,089
Occupancy$574$459-$1,033
Interest-$287-$287
Insurance$94$71-$165
Depreciation Depletion$9$67-$76
Total Functional Expenses$49,166$25,466$1,000$75,632

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$75,632
Total Expenses per Audited Statements$75,632
Total Expenses per Form 990$75,632
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,000
Fundraising Gross Income$1,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Direct Mail$17,263$1,000$1,000$0
Total Events$17,263$1,000$1,000$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The organization's chief financial officer transmits the organization's form 990 to the board of directors for review by each member of the board. Any comments are circulated to the entire board and final version with revisions (if any) is provided to all board members before filing.

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

The organization's conflict of interest policy is self-monitored by the individual board members.

Form 990, Part VI, Section B, Line 15

The organization's board of directors determines the executive director's salary by looking at comparable data and by researching outside sources. The executive director determines the executive manager's salaries by doing market research.

Form 990, Part VI, Section C, Line 19

The organization's financial statements, governing documents, form 1023 and form 990, are available upon request and on the organization's website.

Filing and Contact Details

Filer

Filer Name
Compassion & Choices Action Network
EIN
84-1328830
Phone
3036391202
Address
8156 S WADSWORTH BLVD NO E-162, LITTLETON, CO 80128

Signing Officer

Name
Marcia Campbell CFO
Title
Chief Financial Officer
Phone
3036931202
Signed
2020-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Callinan Taylor
Formed
1995
Legal Domicile
Co
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Duys & Campfield LLC
Address
7535 E HAMPDEN AVE SUITE 108, DENVER, CO 80231
Preparer
Pamela a Duys Cpaabv Mt
Phone
3037271040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Payroll expense: program service expenses 8,208. Management and general expenses 21,588. Fundraising expenses 0. Total expenses 29,796.

Form 990, Part XII, Line 2C

The audit/finance committee is responsible for the selection of the independent auditor and the audit of the organizations' financial statements. There has been no change from the prior year process of selection.

Form 990 Amended

This return has been amended to change the amount paid to eidolon communications for fundraising on schedule g from $2,000 to $1,000 and to recognize an additional $1,000 was retained by compassion & choices action network from fundraising events in form 990, page 9, part viii, line 8a and 8b.

Financial Statement Notes

PART X, LINE 2:

The organizations adopted the provisions of topic 740 on july 1, 2009. The adoption of topic 740 did not result in a material modification of the overall financial statements of the organizations as of and for the year ended june 30, 2010. As the organizations are qualified as nonprofit organizations under the internal revenue code, any income tax position would be primarily related to unrelated business activities outside the core mission of the organizations. Based on prior examinations of contractual arrangements of the organizations and correspondence received from the internal revenue service, management believes there to be no potential income tax positions that would result in related tax liability for the organizations. Management will continue to evaluate any future contractual arrangements with respect to potential income tax positions under this guidance.

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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03152293
IRS990/GrossReceiptsAmt0194721
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0723
IRS990/InformationTechnologyGrp/ProgramServicesAmt04988
IRS990/InformationTechnologyGrp/TotalAmt05711
IRS990/InsuranceGrp/ManagementAndGeneralAmt071
IRS990/InsuranceGrp/ProgramServicesAmt094
IRS990/InsuranceGrp/TotalAmt0165
IRS990/InterestGrp/ManagementAndGeneralAmt0287
IRS990/InterestGrp/TotalAmt0287
IRS990/InvestmentIncomeGrp/ExclusionAmt0107704
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0107704
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04984007
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05458079
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02188
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt02177
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03171198
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE CARE, EXPAND OPTIONS, AND EMPOWER EVERYONE TO CHART THEIR END-OF-LIFE JOURNEY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06104500
IRS990/NetAssetsOrFundBalancesEOYAmt06395301
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-21082
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-21082
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0171712
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/ManagementAndGeneralAmt0459
IRS990/OccupancyGrp/ProgramServicesAmt0574
IRS990/OccupancyGrp/TotalAmt01033
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0116087
IRS990/OtherAssetsTotalGrp/EOYAmt0126417
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REGISTRATION FEES
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT COSTS
IRS990/OtherExpensesGrp/Desc2MEMBERSHIPS - ORGANIZAT
IRS990/OtherExpensesGrp/Desc3OUTSIDE SERVICES
IRS990/OtherExpensesGrp/FundraisingAmt01000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22044
IRS990/OtherExpensesGrp/ProgramServicesAmt012300
IRS990/OtherExpensesGrp/ProgramServicesAmt18607
IRS990/OtherExpensesGrp/ProgramServicesAmt28127
IRS990/OtherExpensesGrp/ProgramServicesAmt31825
IRS990/OtherExpensesGrp/TotalAmt012350
IRS990/OtherExpensesGrp/TotalAmt19607
IRS990/OtherExpensesGrp/TotalAmt28129
IRS990/OtherExpensesGrp/TotalAmt33869
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KIMBERLY CALLINAN TAYLOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP RENEWALS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt077869
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt077869
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02506267
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt072564
IRS990/PYOtherExpensesAmt095260
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0110784
IRS990/PYRevenuesLessExpensesAmt02594355
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt095260
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02689615
IRS990/ReconcilationRevenueExpnssAmt0119089
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt077869
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0610400
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0396837
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
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/PoliticalExpendituresAmt00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt075632
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0171712
IRS990ScheduleD/RevenueNotReportedAmt0171712
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0194721
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS ADOPTED THE PROVISIONS OF TOPIC 740 ON JULY 1, 2009. THE ADOPTION OF TOPIC 740 DID NOT RESULT IN A MATERIAL MODIFICATION OF THE OVERALL FINANCIAL STATEMENTS OF THE ORGANIZATIONS AS OF AND FOR THE YEAR ENDED JUNE 30, 2010. AS THE ORGANIZATIONS ARE QUALIFIED AS NONPROFIT ORGANIZATIONS UNDER THE INTERNAL REVENUE CODE, ANY INCOME TAX POSITION WOULD BE PRIMARILY RELATED TO UNRELATED BUSINESS ACTIVITIES OUTSIDE THE CORE MISSION OF THE ORGANIZATIONS. BASED ON PRIOR EXAMINATIONS OF CONTRACTUAL ARRANGEMENTS OF THE ORGANIZATIONS AND CORRESPONDENCE RECEIVED FROM THE INTERNAL REVENUE SERVICE, MANAGEMENT BELIEVES THERE TO BE NO POTENTIAL INCOME TAX POSITIONS THAT WOULD RESULT IN RELATED TAX LIABILITY FOR THE ORGANIZATIONS. MANAGEMENT WILL CONTINUE TO EVALUATE ANY FUTURE CONTRACTUAL ARRANGEMENTS WITH RESPECT TO POTENTIAL INCOME TAX POSITIONS UNDER THIS GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt075632
IRS990ScheduleD/TotalRevenuePerForm990Amt0194721
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0366433
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt075632
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0INTERNET & EMAIL SOLICITATIONS
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt017263
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt016263
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0EIDOLON COMMUNICATIONS
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt01000
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt015 MAIDEN LANE STE 1401
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd010038
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt016263
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016263
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DIRECT MAIL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017263
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017263
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01000
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0AK
IRS990ScheduleG/LicensedStatesCd1AL
IRS990ScheduleG/LicensedStatesCd2AR
IRS990ScheduleG/LicensedStatesCd3CA
IRS990ScheduleG/LicensedStatesCd4CO
IRS990ScheduleG/LicensedStatesCd5CT
IRS990ScheduleG/LicensedStatesCd6DC
IRS990ScheduleG/LicensedStatesCd7FL
IRS990ScheduleG/LicensedStatesCd8GA
IRS990ScheduleG/LicensedStatesCd9HI

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$3.09$10.2$1.80$2.10$0.30
2023Summary only. Only limited summary data is available for this year.$14.2$5.12$9.10$1.45$1.49$0.04
2022Summary only. Only limited summary data is available for this year.$14.7$6.05$8.60$2.03$1.20$0.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$7.26$9.63$2.86$0.75$2.11
2020Summary only. Only limited summary data is available for this year.$6.49$0.00$6.49$0.11$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.19$0.08$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$0.00$6.40$0.19$0.08$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.11$0.00$6.10$2.69$0.10$2.59
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.01$3.94$2.76$0.96$1.80
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.09$2.17$2.86$4.68$1.82
2015Summary only. Only limited summary data is available for this year.$4.18$0.17$4.01$3.02$0.37$2.65
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.02$1.39$0.32$0.12$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.06$1.15$0.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.09$1.15$0.10
2011Summary only. Only limited summary data is available for this year.$1.20$0.26$0.94$0.30$0.24$0.06