Civic Intelligence

The Opportunity Tree

990 • Fiscal year 2020 • EIN 86-0180419

Jul 01, 2019 to Jun 30, 2020 • Filed on May 09, 2021

3146 E WindsorPhoenix, AZ 85008

(602) 957-6341

Siviq Scores

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

Liabilities / Assets

59th percentile

0.32x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

41st percentile

0.21x

Higher debt load relative to revenue than 41% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

38th percentile

0.7%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$150,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

4.4%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$9,209,550

Up $1,797,818 (+24%) from 2019

Net Assets

Up

$6,286,678

Up $137,531 (+2.2%) from 2019

Liabilities

Up

$2,922,872

Up $1,660,287 (+131%) from 2019

Revenue

Up

$13,886,304

Up $581,104 (+4.4%) from 2019

Expenses

Up

$13,794,735

Up $508,801 (+3.8%) from 2019

Net Income

Up

$91,569

Up $72,303 (+375%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $4,791,753Liabilities 2011: $290,403Net Assets 2011: $4,501,3502011Assets 2012: $4,690,882Liabilities 2012: $302,589Net Assets 2012: $4,388,2932012Assets 2013: $4,923,465Liabilities 2013: $333,411Net Assets 2013: $4,590,0542013Assets 2014: $5,413,686Liabilities 2014: $359,551Net Assets 2014: $5,054,1352014Assets 2015: $5,643,111Liabilities 2015: $393,521Net Assets 2015: $5,249,5902015Assets 2016: $5,560,647Liabilities 2016: $394,762Net Assets 2016: $5,165,8852016Assets 2017: $5,833,787Liabilities 2017: $462,787Net Assets 2017: $5,371,0002017Assets 2018: $7,128,605Liabilities 2018: $1,135,039Net Assets 2018: $5,993,5662018Assets 2019: $7,411,732Liabilities 2019: $1,262,585Net Assets 2019: $6,149,1472019Assets 2020: $9,209,550Liabilities 2020: $2,922,872Net Assets 2020: $6,286,6782020Assets 2021: $8,451,823Liabilities 2021: $2,298,210Net Assets 2021: $6,153,6132021Assets 2022: $8,578,567Liabilities 2022: $2,069,176Net Assets 2022: $6,509,3912022Assets 2023: $10,028,426Liabilities 2023: $1,892,176Net Assets 2023: $8,136,2502023Assets 2024: $10,111,002Liabilities 2024: $2,023,060Net Assets 2024: $8,087,9422024

Highlighted filing

2020

Assets$9,209,550
Liabilities$2,922,872
Net Assets$6,286,678

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,260,049Expenses 2011: $7,967,223Net Income 2011: $292,8262011Revenue 2012: $8,325,741Expenses 2012: $8,408,261Net Income 2012: -$82,5202012Revenue 2013: $9,382,237Expenses 2013: $9,133,123Net Income 2013: $249,1142013Revenue 2014: $10,403,314Expenses 2014: $10,051,201Net Income 2014: $352,1132014Revenue 2015: $11,019,654Expenses 2015: $10,789,039Net Income 2015: $230,6152015Revenue 2016: $11,053,247Expenses 2016: $11,084,251Net Income 2016: -$31,0042016Revenue 2017: $12,011,989Expenses 2017: $11,952,302Net Income 2017: $59,6872017Revenue 2018: $13,122,788Expenses 2018: $12,532,233Net Income 2018: $590,5552018Revenue 2019: $13,305,200Expenses 2019: $13,285,934Net Income 2019: $19,2662019Revenue 2020: $13,886,304Expenses 2020: $13,794,735Net Income 2020: $91,5692020Revenue 2021: $13,694,867Expenses 2021: $14,053,396Net Income 2021: -$358,5292021Revenue 2022: $15,459,109Expenses 2022: $14,561,105Net Income 2022: $898,0042022Revenue 2023: $17,648,479Expenses 2023: $16,173,732Net Income 2023: $1,474,7472023Revenue 2024: $16,528,129Expenses 2024: $16,820,163Net Income 2024: -$292,0342024

Highlighted filing

2020

Revenue$13,886,304
Expenses$13,794,735
Net Income$91,569
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 9, 2021
Return Version
2019v5.0
Gross Receipts
$14,739,344
Mission and Program Overview

Mission

Afh is a human services organization whose primary mission is to provide quality individualized services to people with physical or intellectual challenges in the least restrictive environment. Afh fosters community partnerships to promote options, opportunities and outcomes.

The opportunity tree is a human services organization whose primary mission is to provide quality individualized services to people with physical or intellectual challenges in the least restrictive environment. The opportunity tree fosters community partnerships to promote options, opportunities and outcomes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,088,478$2,920,573▲ $1,832,095
Investments Other Securities$2,822,529$2,730,551▼ $91,978
Land, Buildings, and Equipment, Net$852,868$1,285,008▲ $432,140
Accounts Receivable$1,369,761$1,115,636▼ $254,125
Savings and Temporary Cash Investments$327,204$377,445▲ $50,241
Prepaid Expenses and Deferred Charges$77,107$24,289▼ $52,818
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$7,411,732$9,209,550▲ $1,797,818
Other Assets Total$873,785$756,048▼ $117,737
Liabilities
Other Liabilities$744,402$2,234,754▲ $1,490,352
Accounts Payable and Accrued Expenses$518,183$688,118▲ $169,935
Total Liabilities$1,262,585$2,922,872▲ $1,660,287
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,149,147$6,286,678▲ $137,531
Total Net Assets Fund Balance$6,149,147$6,286,678▲ $137,531
Total Liabilities and Net Assets / Fund Balance$7,411,732$9,209,550▲ $1,797,818

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$668,201$1,761,562$2,429,763
Equipment$356,928$437,284$794,212
Other Land Buildings$157,427$183,463$340,890
Land$102,452-$102,452
Other Assets Org$696,355--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
KELLI O'TOOLEPresident & CEOFT$150,000$150,000
Rachel JohnsonCFOFT$84,115$84,115

Board Members and Trustees

NameTitle
Bob SilverChairman
Jerry StableyVice Chair
Ann MonahanDirector
Bernadette SmithDirector
Emily TaylorDirector
Mimi WintersDirector
Natalie MarshDirector
Rob FrazierDirector
Robert MyersDirector
Analisa KirchhoffSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$192,588
Program Service Revenue
$13,579,298
Investment Income
$104,165
Other Revenue
$10,253
All Other Contributions
$192,588
Change in Net Assets
$91,569

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
Cars and Other Vehicles4$163,211Fair Market
Other Non Cash Contri Table1$5,000Fair Market
Total Noncash Contributions5$168,211-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,864,018
Revenue Not Reported on Financial Statements
$22,286
Revenue Not Reported on Form 990
$45,962
Other Revenue Adjustments
$22,286
Total Revenue per Audited Statements
$13,909,980
Total Revenue per Form 990
$13,886,304
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,471,088
Other Expenses$2,323,647
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,441,722$499,754-$8,941,476
Other Employee Benefits$1,458,282$155,019-$1,613,301
Payroll Taxes$608,302$64,664-$672,966
Travel$501,057$16,036-$517,093
Occupancy$418,322--$418,322
Current Officers, Directors, Trustees, and Key Employees$229,770$13,575-$243,345
Depreciation Depletion$200,846$16,974-$217,820
All Other Expenses$83,809$81,420-$165,229
Insurance$103,325$6,443-$109,768
Other Expenses$23,600$66,748-$90,348
Fees for Services Other$5,338$52,496-$57,834
Fees for Service Investment Mgmnt Fees-$22,286-$22,286
Fees for Services Accounting-$20,275-$20,275
Interest-$1,437-$1,437
Fees for Services Legal-$975-$975
Total Functional Expenses$12,702,229$1,092,506$0$13,794,735

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,794,735
Expenses per Audited Statements$13,772,449
Total Expenses per Audited Statements$13,772,449
Expenses Not Reported on Financial Statements$22,286
Other Expense Adjustments$22,286
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Notes Payable Ppp$1,585,790
Lease Liability$648,964
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
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, Line 11B: Form 990 Review Process

Form 990 is sent electronically to all board members. Any questions are directed to the controller.

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

The opportunity tree has a written conflict of interest policy. It is signed by all board members and administrators annually. The ceo and controller monitor payments made to all vendors for conflicts. Board members inform ceo if any occasion arises where afh would be making payments to them or any of their interests.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Schedule j, part i, line 3 - at the direction of the chairman of the board, a review of ceo compensation for similar agencies is conducted. Compensation paid to the president/ceo of the opportunity tree is then compared with the information received from other agencies. The chairman of the board completes an annual evaluation for the president/ceo. This annual performance evaluation procedure is followed for all employees. The same procedure for calculating wage increases based on performance evaluation is then completed for the president/ceo just as it is for all employees. The board of directors determines annually the average raise perecentage to be used for calculation of merit increases for all employees. The derived amount for the ceo must be appropriately placed in the range of ceo salaries from other agencies. This was for the ceo/president. Note: ceo has received same perecent increases as all employees based on evaluation score since last wage survey performed in 2007.

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

Copies of all governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
The Opportunity Tree
EIN
86-0180419
Phone
6029576341
Address
3146 E WINDSOR, PHOENIX, AZ 85008

Signing Officer

Name
Bob Silver
Title
Board Chairman
Signed
2021-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Silver
Formed
1962
Legal Domicile
Az
Voting Board Members
10
Independent Board Members
10
Employees
558
Volunteers
36

Preparer

Firm
Tull Forsberg & Olson PLC
Address
5225 N Central Ave Suite 220, Phoenix, AZ 85012
Preparer
Lynn C Olson
Phone
6022775447
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: the opportunity tree provides transportation services by providing the necessary vehicles, drivers, and/or mobility training so that individuals served can access various programs, community placements and/or supports. Approximately 111 individuals were provided transportation services in fy 2020. Other program services 5: the opportunity tree provides adult vocational training through actual work experience in a sheltered workshop. The work provided is from subcontracts with community businesses. Approximately 81 individuals were working and receiving paychecks in fy 2020.

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Investment management fees $22286

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

Investment management fees $22286

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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IRS990/GainOrLossGrp/SecuritiesAmt032980
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToOrganizationsInd0false
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IRS990/MissionDesc0THE OPPORTUNITY TREE IS A HUMAN SERVICES ORGANIZATION WHOSE PRIMARY MISSION IS TO PROVIDE QUALITY INDIVIDUALIZED SERVICES TO PEOPLE WITH PHYSICAL OR INTELLECTUAL CHALLENGES IN THE LEAST RESTRICTIVE ENVIRONMENT. THE OPPORTUNITY TREE FOSTERS COMMUNITY PARTNERSHIPS TO PROMOTE OPTIONS, OPPORTUNITIES AND OUTCOMES.
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2BUILDING REPAIRS
IRS990/OtherExpensesGrp/Desc3FURN. REPAIR & MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030778
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt143626
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt266748
IRS990/OtherExpensesGrp/ProgramServicesAmt0355013
IRS990/OtherExpensesGrp/ProgramServicesAmt1171245
IRS990/OtherExpensesGrp/ProgramServicesAmt2101598
IRS990/OtherExpensesGrp/ProgramServicesAmt323600
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IRS990/OtherExpensesGrp/TotalAmt1171245
IRS990/OtherExpensesGrp/TotalAmt2145224
IRS990/OtherExpensesGrp/TotalAmt390348
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0499754
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08441722
IRS990/OtherSalariesAndWagesGrp/TotalAmt08941476
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt064664
IRS990/PayrollTaxesGrp/ProgramServicesAmt0608302
IRS990/PayrollTaxesGrp/TotalAmt0672966
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt077107
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024289
IRS990/PrincipalOfficerNm0BOB SILVER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
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IRS990/ProgramServiceRevenueGrp/Desc0DAY TREATMENT
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYMENT SRVCS.
IRS990/ProgramServiceRevenueGrp/Desc2PRODUCTION
IRS990/ProgramServiceRevenueGrp/Desc3RESIDENTIAL/HABILITATION
IRS990/ProgramServiceRevenueGrp/Desc4TRANS. SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01869330
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11076882
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2309570
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt39833478
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4490038
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11076882
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2309570
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39833478
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4490038
IRS990/ProgSrvcAccomActy2Grp/Desc0THE OPPORTUNITY TREE PROVIDES DAY TREATMENT FOR ADULTS THROUGH SOCIALIZATION, TRAINING, ACTIVITIES, VOLUNTEER OPPORTUNITIES, WORK ORIENTATION TRAINING, AND, AS APPROPRIATE, COUNSELING. THIS SERVICE PROMOTES SKILLS DEVELOPMENT IN INDEPENDENT LIVING, SELF-CARE, SAFETY, COMMUNICATIONS, WORK SKILLS, SOCIAL RELATIONSHIPS, HOBBIES, AND RETIREMENT PROGRAMS. APPROXIMATELY 126 INDIVIDUALS WERE PROVDIED DAY TREATMENT SERVICES IN FY 2020.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02179138
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01869330
IRS990/ProgSrvcAccomActy3Grp/Desc0THE OPPORTUNITY TREE PROVIDES THREE DIFFERENT LEVELS OF SERVICE ALONG THE CONTINUUM FROM WORK ADJUSTMENT TO COMPETITIVE EMPLOYMENT. UNDER THE CENTER BASED EMPLOYMENT SERVICE COMPONENT, THE OPPORTUNITY TREE DEVELOPS WORK SKILLS BY FOSTERING AN ENVIRONMENT THAT PROVIDES EXPOSURE TO WORK SITUATIONS AND WORK ASSIGNMENTS THAT IS TRANSFERABLE TO WORK SETTINGS. UNDER THE GROUP SUPPORTED EMPLOYMENT COMPONENT, THE OPPORTUNITY TREE DEVELOPS WORK ATTITUDES AND HABITS, AND AUGMENTS THE DEVELOPMENT OF WORK RELATED SKILLS IN INTEGRATED WORK SETTINGS. WAGES ARE EARNED BASED ON AN INDIVIDUAL'S PRODUCTIVITY. UNDER THE INDIVIDUALS SUPPORTED EMPLOYMENT COMPONENT, THE OPPORTUNITY TREE PROVIDES JOB DEVELOPMENT, JOB PLACEMENT, AND JOB SUPERVISION WITH ONGOING FOLLOW-UP FOR EACH INDIVIDUAL IN ORDER TO FACILITATE SUCCESS IN COMPETITIVE EMPLOYMENT. APPROXIMATELY 64 INDIVIDUALS WERE PROVIDED EMPLOYMENT RELATED SERVICES IN FY 2020.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0781650
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01076882
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0213284
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt085341
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02214967
IRS990/PYOtherRevenueAmt014757
IRS990/PYProgramServiceRevenueAmt012991818
IRS990/PYRevenuesLessExpensesAmt019266
IRS990/PYSalariesCompEmpBnftPaidAmt011070967
IRS990/PYTotalExpensesAmt013285934
IRS990/PYTotalRevenueAmt013305200
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt091569
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt01000
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013205102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013012979
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011927550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010776382
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt076787
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt070801
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt061096
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt056225
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02104
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03687
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.1$2.02$8.09$16.5$16.8$0.29
2023Detailed filing. Detailed filing data is available for this year.$10.0$1.89$8.14$17.6$16.2$1.47
2022Detailed filing. Detailed filing data is available for this year.$8.58$2.07$6.51$15.5$14.6$0.90
2021Detailed filing. Detailed filing data is available for this year.$8.45$2.30$6.15$13.7$14.1$0.36
2020Detailed filing. Detailed filing data is available for this year.$9.21$2.92$6.29$13.9$13.8$0.09
2019Detailed filing. Detailed filing data is available for this year.$7.41$1.26$6.15$13.3$13.3$0.02
2018Summary only. Only limited summary data is available for this year.$7.13$1.14$5.99$13.1$12.5$0.59
2017Detailed filing. Detailed filing data is available for this year.$5.83$0.46$5.37$12.0$12.0$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.56$0.39$5.17$11.1$11.1$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.64$0.39$5.25$11.0$10.8$0.23
2014Summary only. Only limited summary data is available for this year.$5.41$0.36$5.05$10.4$10.1$0.35
2013Summary only. Only limited summary data is available for this year.$4.92$0.33$4.59$9.38$9.13$0.25
2012Summary only. Only limited summary data is available for this year.$4.69$0.30$4.39$8.33$8.41$0.08
2011Summary only. Only limited summary data is available for this year.$4.79$0.29$4.50$8.26$7.97$0.29