Civic Intelligence

Santa Fe Preparatory School

990 • Fiscal year 2020 • EIN 85-0165745

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

1101 Camino DE LA Cruz BlancaSanta Fe, NM 87505

(505) 982-1829

Siviq Scores

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

Liabilities / Assets

61st percentile

0.33x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • NTEE B • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

1.24x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • NTEE B • $50M-$100M nonprofits • Source year 2020

Net Margin

14th percentile

-12%

Higher net margin than 14% of similar nonprofits.

2020 filings • NTEE B • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

47th percentile

$321,815

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2020 filings • NTEE B • $50M-$100M nonprofits • Source year 2020

Asset Growth

23rd percentile

-1.8%

Faster asset growth than 23% of similar nonprofits.

2020 filings • NTEE B • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-49%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • NTEE B • $50M-$100M nonprofits • Annualized from 2019 to 2020

Assets

Down

$56,010,684

Down $1,021,647 (-1.8%) from 2019

Net Assets

Down

$37,583,959

Down $2,711,844 (-6.7%) from 2019

Liabilities

Up

$18,426,725

Up $1,690,197 (+10%) from 2019

Revenue

Down

$14,863,584

Down $14,386,111 (-49%) from 2019

Expenses

Down

$16,628,371

Down $451,847 (-2.6%) from 2019

Net Income

Down

-$1,764,787

Down $13,934,264 (-115%) from 2019

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $21,111,971Liabilities 2010: $5,500,956Net Assets 2010: $15,611,0152010Assets 2011: $20,228,999Liabilities 2011: $3,760,159Net Assets 2011: $16,468,8402011Assets 2012: $20,953,820Liabilities 2012: $2,558,817Net Assets 2012: $18,395,0032012Assets 2013: $23,357,451Liabilities 2013: $2,873,446Net Assets 2013: $20,484,0052013Assets 2014: $28,616,598Liabilities 2014: $2,913,066Net Assets 2014: $25,703,5322014Assets 2015: $30,661,102Liabilities 2015: $2,727,808Net Assets 2015: $27,933,2942015Assets 2016: $31,995,060Liabilities 2016: $2,840,204Net Assets 2016: $29,154,8562016Assets 2017: $43,266,769Liabilities 2017: $11,677,800Net Assets 2017: $31,588,9692017Assets 2018: $41,690,878Liabilities 2018: $13,907,220Net Assets 2018: $27,783,6582018Assets 2019: $57,032,331Liabilities 2019: $16,736,528Net Assets 2019: $40,295,8032019Assets 2020: $56,010,684Liabilities 2020: $18,426,725Net Assets 2020: $37,583,9592020Assets 2021: $79,113,849Liabilities 2021: $20,396,605Net Assets 2021: $58,717,2442021Assets 2022: $76,530,803Liabilities 2022: $23,873,879Net Assets 2022: $52,656,9242022Assets 2023: $73,018,999Liabilities 2023: $23,542,018Net Assets 2023: $49,476,9812023Assets 2024: $65,907,214Liabilities 2024: $23,805,923Net Assets 2024: $42,101,2912024

Highlighted filing

2020

Assets$56,010,684
Liabilities$18,426,725
Net Assets$37,583,959

Operations Trend

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

$40M$20M$0-$20MExpenses 2010: $7,608,5572010Expenses 2011: $7,355,2212011Expenses 2012: $7,504,0622012Expenses 2013: $7,686,2632013Revenue 2014: $12,353,841Expenses 2014: $8,535,669Net Income 2014: $3,818,1722014Revenue 2015: $11,459,039Expenses 2015: $9,342,880Net Income 2015: $2,116,1592015Revenue 2016: $11,434,608Expenses 2016: $9,590,389Net Income 2016: $1,844,2192016Revenue 2017: $21,414,107Expenses 2017: $19,769,473Net Income 2017: $1,644,6342017Revenue 2018: $10,667,663Expenses 2018: $15,153,548Net Income 2018: -$4,485,8852018Revenue 2019: $29,249,695Expenses 2019: $17,080,218Net Income 2019: $12,169,4772019Revenue 2020: $14,863,584Expenses 2020: $16,628,371Net Income 2020: -$1,764,7872020Revenue 2021: $36,111,805Expenses 2021: $19,164,191Net Income 2021: $16,947,6142021Revenue 2022: $20,700,006Expenses 2022: $21,248,117Net Income 2022: -$548,1112022Revenue 2023: $15,200,830Expenses 2023: $19,713,283Net Income 2023: -$4,512,4532023Revenue 2024: $11,015,323Expenses 2024: $19,438,460Net Income 2024: -$8,423,1372024

Highlighted filing

2020

Revenue$14,863,584
Expenses$16,628,371
Net Income-$1,764,787
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.0
Gross Receipts
$18,662,200
Mission and Program Overview

Mission

Santa fe preparatory school is an independent co-educational college preparatory day school, grades 7 through 12, dedicated to educational excellence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,634,222$20,268,485▲ $1,634,263
Pledges and Grants Receivable$24,832,368$16,172,440▼ $8,659,928
Land, Buildings, and Equipment, Net$9,638,632$9,163,275▼ $475,357
Cash and Non-Interest-Bearing Accounts$2,551,634$8,841,467▲ $6,289,833
Other Notes and Loans Receivable, Net$98,382$136,499▲ $38,117
Prepaid Expenses and Deferred Charges$71,986$132,117▲ $60,131
Intangible Assets$119,874$113,565▼ $6,309
Accounts Receivable$103,263$104,879▲ $1,616
Savings and Temporary Cash Investments$116,911$75,458▼ $41,453
Total Assets$57,032,331$56,010,684▼ $1,021,647
Other Assets Total$865,059$1,002,499▲ $137,440
Liabilities
Grants Payable$13,391,863$14,300,268▲ $908,405
Deferred Revenue$2,144,365$2,026,032▼ $118,333
Unsecured Notes Loans Payable-$855,277-
Accounts Payable and Accrued Expenses$680,300$725,148▲ $44,848
Other Liabilities$520,000$520,000→ $0
Total Liabilities$16,736,528$18,426,725▲ $1,690,197
Net Assets / Fund Balance
Net Assets With Donor Restrictions$32,700,987$30,719,365▼ $1,981,622
Net Assets Without Donor Restrictions$7,594,816$6,864,594▼ $730,222
Total Net Assets Fund Balance$40,295,803$37,583,959▼ $2,711,844
Total Liabilities and Net Assets / Fund Balance$57,032,331$56,010,684▼ $1,021,647

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,637,377$6,987,327$14,624,704
Leasehold Improvements$1,152,117$593,431$1,745,548
Equipment$131,568$678,108$809,676
Other Land Buildings$108,296$293,332$401,628
Land$133,917-$133,917

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$18,584,864$2,789,163▲ $706,226-$21,480,355
2018$18,067,836$361,086▲ $1,040,214-$18,584,864
2017$17,237,345$41,518▲ $1,371,291-$18,067,836
2016$15,256,826$393,450▲ $2,163,827$-183,724$17,237,345
2015$15,093,437$884,307▼ $113,898$-394,483$15,256,826
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James LeonardHead of SchoFT$248,251$73,564$321,815
James LeonardHead of School-$248,251$73,564$321,815
Susan MatthewsDirector ofFT$131,962$17,210$149,172
John UtseyDirector of TechnFT$106,941$34,259$141,200
Bruce SachsDirector ofFT$112,612$27,875$140,487
Revenue and Support

Revenue Composition

Contributions and Grants
$5,691,401
Program Service Revenue
$7,812,943
Investment Income
$1,312,575
Other Revenue
$46,665
All Other Contributions
$5,618,193
Change in Net Assets
$-1,764,787

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$891,485Stock Market Fair Value
Other Non Cash Contri Table1$5,577Cost
Total Noncash Contributions6$897,062-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,981,492
Grants and Similar Amounts Paid$6,964,230
Other Expenses$2,682,649
Total Fundraising Expense$562,986
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$6,725,720--$6,725,720
Other Salaries and Wages$3,771,897$970,724$205,781$4,948,402
Other Employee Benefits$706,223$191,516$36,155$933,894
Depreciation Depletion$411,727$126,039$22,407$560,173
Current Officers, Directors, Trustees, and Key Employees$164,317$276,705$30,746$471,768
Payroll Taxes$274,770$84,113$14,953$373,836
Occupancy$223,874$62,380$11,090$297,344
Pension Plan Contributions$197,735$46,458$9,399$253,592
All Other Expenses$201,823$16,439$24,850$243,112
Grants to Domestic Orgs$238,510--$238,510
Travel$213,570--$213,570
Office Expenses$125,954$33,678$46,854$206,486
Fees for Services Other$70,997$98,127$7,698$176,822
Insurance$1,130$102,685-$103,815
Information Technology$72,253$31,281-$103,534
Conferences and Meetings$46,539$16,406$11,510$74,455
Advertising$4,189$59,319$993$64,501
Other Expenses$60,786$3,760$140,550$60,786
Fees for Service Investment Mgmnt Fees-$52,634-$52,634
Fees for Services Accounting-$38,264-$38,264
Royalties$18,079$592-$18,671
Fees for Services Legal-$11,565-$11,565
Total Functional Expenses$13,842,700$2,222,685$562,986$16,628,371
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
College HorizonsPena Blanca, NM501c3College Readiness$30,000
Naca Inspired Schools NetworkAlbuquerque, NM501c3College Readiness$30,000
New Mexico Simon Scholars ProgramSanta Fe, NM501c3College Readiness$30,000
Santa Fe Public Schools Avid PrgrmSanta Fe, NM501c3College Readiness$30,000
South Valley AcademyAlbuquerque, NM501c3College Readiness$30,000
Upward Bound EspanolaEspanola, NM501c3College Readiness$24,500
Navajo Preparatory SchoolFarmington, NM501c3College Readiness$20,000
The Masters ProgramSanta Fe, NM501c3College Readiness$20,000
Academy for Technology andSanta Fe, NM501c3College Readiness$14,010
Breakthrough Santa FeSanta Fe, NM501c3College Readiness$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concert$35,158---
Total Events$35,158---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Story LeonardSpouse of HeadW-2 CompensationNo$73,006
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$520,000
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 35% controlled entity
No
Business relationship with family members
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Once the form 990 is reviewed by management and the audit committee of the board, the school e-mails the public disclosure copy to each board member for their review. At the next board meeting, the board members discuss any issues they may have.

Form 990, Page 6, Part VI, Line 12C

Santa fe preparatory school monitors conflict of interest yearly. The contracts that faculty and staff sign every year have a clause that prohibits conflict of interest, and if any employee seeks outside additional employment or work, the head of school must approve.

Form 990, Page 6, Part VI, Line 15A

The school has a salary scale and looks at benchmarks from other isas and nais schools in determining compensation.

Form 990, Page 6, Part VI, Line 17

North carolina, new hampshire, new jersey, nevada, new york, south carolina, ohio, oklahoma, oregon, south carolina, texas, washington, utah, virginia

Form 990, Page 6, Part VI, Line 19

Information is mailed out or available to be picked up at the school upon request.

Filing and Contact Details

Filer

Filer Name
Santa Fe Preparatory School
EIN
85-0165745
Phone
5059821829
Address
1101 CAMINO DE LA CRUZ BLANCA, SANTA FE, NM 87505

Signing Officer

Name
Bruce Sachs
Title
Director of Finance
Phone
5059823181
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aaron Schubach
Formed
1961
Legal Domicile
Nm
Voting Board Members
20
Independent Board Members
20
Employees
175
Volunteers
25

Preparer

Firm
Taylor Roth and Company
Address
800 GRANT ST STE 205, DENVER, CO 80203-2944
Preparer
Diane K Granger
Phone
3038308109
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers provided assistance primarily with solicitation of donations. Board members also served on a volunteer basis.

Financial Statement Notes

Schedule D, Page 1, Part II, Line 5

The organization has a written policy regarding monitoring, inspecting, and enforcing the violation of easement agreements.

Schedule D, Page 1, Part II, Line 9

The school includes the conservation easement, valued at 45,000, in the "property and equipment" of the statement of financial position.

Schedule D, Page 2, Part V, Line 4

Endowment funds are to be used to produce present and future returns to be expended or added to principal. The school currently has unrestricted and donor-restricted endowment funds that benefit the school and its operations, provide funds for faculty development and recognition, and provide funds for student financial aid.

Schedule D, Page 3, Part X

The school and the club are each exempt from income tax under section 501 (c)(3) of the internal revenue code. Accordingly, no provision or liability for income taxes has been provided in the accompanying financial statements. As separate legal entities, each organization is responsible for its own tax filing requirements.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
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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
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt20HEAD OF SCHO
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIR OF TECHN
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt035158
IRS990/GainOrLossGrp/SecuritiesAmt0894318
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt01289854
IRS990/GrantsPayableGrp/BOYAmt013391863
IRS990/GrantsPayableGrp/EOYAmt014300268
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt06725720
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt06725720
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0238510
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0238510
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04692934
IRS990/GrossReceiptsAmt018662200
IRS990/GrossRentsGrp/RealAmt05875
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt031281
IRS990/InformationTechnologyGrp/ProgramServicesAmt072253
IRS990/InformationTechnologyGrp/TotalAmt0103534
IRS990/InsuranceGrp/ManagementAndGeneralAmt0102685
IRS990/InsuranceGrp/ProgramServicesAmt01130
IRS990/InsuranceGrp/TotalAmt0103815
IRS990/IntangibleAssetsGrp/BOYAmt0119874
IRS990/IntangibleAssetsGrp/EOYAmt0113565
IRS990/InvestmentIncomeGrp/ExclusionAmt0418257
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0418257
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018634222
IRS990/InvestmentsPubTradedSecGrp/EOYAmt020268485
IRS990/IRPDocumentCnt0100
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipAccumDeprecAmt08552198
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09638632
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09163275
IRS990/LandBldgEquipCostOrOtherBssAmt017715473
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03798616
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES 7 THROUGH 12, DEDICATED TO EDUCATIONAL EXCELLENCE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt040295803
IRS990/NetAssetsOrFundBalancesEOYAmt037583959
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0894318
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0894318
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt05875
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05875
IRS990/NetUnrlzdGainsLossesInvstAmt0-552057
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07594816
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06864594
IRS990/NoncashContributionsAmt0897062
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IRS990/OccupancyGrp/FundraisingAmt011090
IRS990/OccupancyGrp/ManagementAndGeneralAmt062380
IRS990/OccupancyGrp/ProgramServicesAmt0223874
IRS990/OccupancyGrp/TotalAmt0297344
IRS990/OfficeExpensesGrp/FundraisingAmt046854
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033678
IRS990/OfficeExpensesGrp/ProgramServicesAmt0125954
IRS990/OfficeExpensesGrp/TotalAmt0206486
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0865059
IRS990/OtherAssetsTotalGrp/EOYAmt01002499
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt036155
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0191516
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0706223
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0933894
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1UNCOLLECTIBLE PLEDGES
IRS990/OtherExpensesGrp/Desc2TEXTBOOKS
IRS990/OtherExpensesGrp/Desc3STIPENDS
IRS990/OtherExpensesGrp/FundraisingAmt0140550
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03760
IRS990/OtherExpensesGrp/ProgramServicesAmt0183778
IRS990/OtherExpensesGrp/ProgramServicesAmt1128829
IRS990/OtherExpensesGrp/ProgramServicesAmt260786
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IRS990/OtherExpensesGrp/TotalAmt1140550
IRS990/OtherExpensesGrp/TotalAmt2128829
IRS990/OtherExpensesGrp/TotalAmt360786
IRS990/OtherLiabilitiesGrp/BOYAmt0520000
IRS990/OtherLiabilitiesGrp/EOYAmt0520000
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/BusinessCd1611600
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN VALUE LIFE INSURANC
IRS990/OtherRevenueMiscGrp/Desc1MISC REFUNDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt037440
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0988
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt037440
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1988
IRS990/OtherRevenueTotalAmt038428
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0205781
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0970724
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03771897
IRS990/OtherSalariesAndWagesGrp/TotalAmt04948402
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt098382
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0136499
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt014953
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt084113
IRS990/PayrollTaxesGrp/ProgramServicesAmt0274770
IRS990/PayrollTaxesGrp/TotalAmt0373836

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.9$23.8$42.1$11.0$19.4$8.42
2023Summary only. Only limited summary data is available for this year.$73.0$23.5$49.5$15.2$19.7$4.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.5$23.9$52.7$20.7$21.2$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.1$20.4$58.7$36.1$19.2$16.9
2020Detailed filing. Detailed filing data is available for this year.$56.0$18.4$37.6$14.9$16.6$1.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.0$16.7$40.3$29.2$17.1$12.2
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.7$13.9$27.8$10.7$15.2$4.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.3$11.7$31.6$21.4$19.8$1.64
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.0$2.84$29.2$11.4$9.59$1.84
2015Summary only. Only limited summary data is available for this year.$30.7$2.73$27.9$11.5$9.34$2.12
2014Detailed filing. Detailed filing data is available for this year.$28.6$2.91$25.7$12.4$8.54$3.82
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$2.87$20.5$7.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$2.56$18.4$7.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$3.76$16.5$7.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.1$5.50$15.6$7.61