Civic Intelligence

Spalding Education International

990 • Fiscal year 2020 • EIN 86-0545771

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

23335 North 18th Drive 102Phoenix, AZ 85027

(623) 434-1204

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

69th percentile

17%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

79th percentile

$129,379

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

39th percentile

2.0%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

9.4%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,014,164

Up $59,589 (+2.0%) from 2019

Net Assets

Up

$2,962,648

Up $43,443 (+1.5%) from 2019

Liabilities

Up

$51,516

Up $16,146 (+46%) from 2019

Revenue

Up

$1,531,850

Up $131,257 (+9.4%) from 2019

Expenses

Up

$1,274,055

Up $55,269 (+4.5%) from 2019

Net Income

Up

$257,795

Up $75,988 (+42%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,672,634Liabilities 2010: $58,861Net Assets 2010: $1,613,7732010Assets 2011: $1,647,906Liabilities 2011: $34,446Net Assets 2011: $1,613,4602011Assets 2012: $1,779,551Liabilities 2012: $14,248Net Assets 2012: $1,765,3032012Assets 2013: $2,062,049Liabilities 2013: $32,395Net Assets 2013: $2,029,6542013Assets 2014: $2,119,949Liabilities 2014: $13,265Net Assets 2014: $2,106,6842014Assets 2015: $2,097,533Liabilities 2015: $29,481Net Assets 2015: $2,068,0522015Assets 2016: $2,320,577Liabilities 2016: $27,735Net Assets 2016: $2,292,8422016Assets 2017: $2,561,602Liabilities 2017: $48,082Net Assets 2017: $2,513,5202017Assets 2018: $2,542,217Liabilities 2018: $32,124Net Assets 2018: $2,510,0932018Assets 2019: $2,954,575Liabilities 2019: $35,370Net Assets 2019: $2,919,2052019Assets 2020: $3,014,164Liabilities 2020: $51,516Net Assets 2020: $2,962,6482020Assets 2021: $3,403,130Liabilities 2021: $21,443Net Assets 2021: $3,381,6872021Assets 2022: $3,133,013Liabilities 2022: $23,037Net Assets 2022: $3,109,9762022Assets 2023: $3,561,567Liabilities 2023: $22,289Net Assets 2023: $3,539,2782023Assets 2024: $3,372,453Liabilities 2024: $27,962Net Assets 2024: $3,344,4912024Assets 2025: $3,171,843Liabilities 2025: $26,386Net Assets 2025: $3,145,4572025

Highlighted filing

2020

Assets$3,014,164
Liabilities$51,516
Net Assets$2,962,648

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $958,3352010Revenue 2011: $999,733Expenses 2011: $1,005,313Net Income 2011: -$5,5802011Expenses 2012: $1,174,6212012Revenue 2013: $1,189,568Expenses 2013: $1,177,244Net Income 2013: $12,3242013Revenue 2014: $1,417,653Expenses 2014: $1,362,815Net Income 2014: $54,8382014Revenue 2015: $1,296,929Expenses 2015: $1,306,320Net Income 2015: -$9,3912015Revenue 2016: $1,568,912Expenses 2016: $1,400,860Net Income 2016: $168,0522016Revenue 2017: $1,315,460Expenses 2017: $1,270,731Net Income 2017: $44,7292017Revenue 2018: $1,553,237Expenses 2018: $1,281,695Net Income 2018: $271,5422018Revenue 2019: $1,400,593Expenses 2019: $1,218,786Net Income 2019: $181,8072019Revenue 2020: $1,531,850Expenses 2020: $1,274,055Net Income 2020: $257,7952020Revenue 2021: $1,923,846Expenses 2021: $1,259,010Net Income 2021: $664,8362021Revenue 2022: $1,610,074Expenses 2022: $1,434,445Net Income 2022: $175,6292022Revenue 2023: $1,645,710Expenses 2023: $1,583,388Net Income 2023: $62,3222023Revenue 2024: $1,200,558Expenses 2024: $1,665,583Net Income 2024: -$465,0252024Revenue 2025: $1,333,714Expenses 2025: $1,664,866Net Income 2025: -$331,1522025

Highlighted filing

2020

Revenue$1,531,850
Expenses$1,274,055
Net Income$257,795
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$3,735,130
Mission and Program Overview

Mission

Increase literacy for all children and adults by using the spalding method to develop skilled readers, critical listeners, and accomplished writers and spellers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,198,665$2,250,191▲ $51,526
Savings and Temporary Cash Investments$448,686$378,551▼ $70,135
Inventories for Sale or Use$230,700$203,022▼ $27,678
Accounts Receivable$26,222$85,720▲ $59,498
Prepaid Expenses and Deferred Charges$16,082$59,377▲ $43,295
Land, Buildings, and Equipment, Net$31,151$32,727▲ $1,576
Cash and Non-Interest-Bearing Accounts$3,069$4,576▲ $1,507
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-
Intangible Assets-$0-
Total Assets$2,954,575$3,014,164▲ $59,589
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$20,165$36,311▲ $16,146
Deferred Revenue$15,205$15,205→ $0
Total Liabilities$35,370$51,516▲ $16,146
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,883,985$2,923,442▲ $39,457
Net Assets With Donor Restrictions$35,220$39,206▲ $3,986
Total Net Assets Fund Balance$2,919,205$2,962,648▲ $43,443
Total Liabilities and Net Assets / Fund Balance$2,954,575$3,014,164▲ $59,589

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,560$92,570$110,130
Leasehold Improvements$15,167$7,847$23,014
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim SextonPresident & CEOFT$124,794$4,585$129,379
Kerri PorterCFOPT$39,544-$39,544

Board Members and Trustees

NameTitle
Dr Ronald G SipusBoard Chairman
Allen L NahrwoldDirector
James NorthDirector
Linda AshDirector
Susan TooheyDirector
Jared MullersECY/tREAS/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$100,000
Program Service Revenue
$530,477
Investment Income
$287,536
Other Revenue
$613,837
All Other Contributions
$100,000
Change in Net Assets
$257,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$710,011
Other Expenses$564,044
Total Fundraising Expense$63,483
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$334,750$139,588$3,236$477,574
Office Expenses$285,737$11,359$5,982$303,078
Current Officers, Directors, Trustees, and Key Employees$6,469$149,516$12,938$168,923
Occupancy$64,138$41,840-$105,978
Payroll Taxes$29,791$14,382$7,191$51,364
Travel$42,228$1,941$1,523$45,692
Fees for Services Other$3,412$440$31,155$35,007
Fees for Service Investment Mgmnt Fees-$20,300-$20,300
Information Technology$10,075$8,440-$18,515
Fees for Services Accounting-$12,744-$12,744
Pension Plan Contributions$8,262$2,430$1,458$12,150
Other Expenses-$10,725-$10,725
Depreciation Depletion$2,582$1,721-$4,303
Insurance$841$2,956-$3,797
Conferences and Meetings$1,870$1,870-$3,740
Fees for Services Legal-$165-$165
Total Functional Expenses$790,155$420,417$63,483$1,274,055
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
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
Yes
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

The board typically does not meet immediately prior to the tax return filing date. Therefore, a draft of the tax return is e-mailed to the board members along with an executive summary. Questions and comments are discussed via e-mail. The tax return is again discussed at the first board meeting following the tax return filing date, as considered necessary.

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

EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH bOARD DELEGATED POWERS NOT LESS THAN ANNUALLY SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT WHICH IS THEN SUBMITTED TO THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE. THE STATEMENT IS REQUIRED TO BE PROMPTLY REVISED BY THE INDIVIDUAL UPON ANY CHANGE IN THE INFORMATION AND RESUBMITTED TO THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE OR BOARD OF DIRECTORS MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY READING THE DISCLOSURE STATEMENT IMMEDIATELY AFTER BEING SIGNED AND BY REVIEWING ALL ACTUAL OR POSSIBLE CONFLICT OF INTEREST SITUATIONS AS THEY MAY ARISE DURING THE YEAR.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation is reviewed and approved annually at the board level without participation from the individuals being reviewed. The compensation amount is based on individual performance, comparables within the industry, and available funds.

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

Documents are available upon reasonable request.

Filing and Contact Details

Filer

Filer Name
Spalding Education International
EIN
86-0545771
Phone
6234341204
Address
23335 NORTH 18TH DRIVE 102, PHOENIX, AZ 85027

Signing Officer

Name
Jim Sexton
Title
President & CEO
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Sexton
Formed
1986
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
6
Employees
59
Volunteers
14

Preparer

Firm
Allen L Nahrwold CPA PC
Address
11022 N 28th Dr Ste 240, Phoenix, AZ 85029
Preparer
Allen Nahrwold
Phone
6028649197
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services

A significant number of training courses and other in-person activities were modified to comply with covid protocols, primarily through the use of zoom delivery.

Raw XML AppendixShowing 400 of 496 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/Desc0SPALDING, IN COLLABORATION WITH SCHOOL ADMINISTRATORS AND OTHERS, PROVIDES TEACHERS AND HOME EDUCATORS WITH TRAINING THAT IS PRACTICAL AND WITH SUPPORT THAT IS NEEDED FOR BEING SUCCESSFUL IN THE CLASSROOM AND AT HOME. PRESENTATION METHODS WERE CHANGED TO INCORPORATE DISTANCE LEARNING DUE TO COVID RESTRICTIONS. IN 2020, A TOTAL OF 955 INDIVIDUALS PARTICIPATED IN LEARNING COURSES, WHICH WAS A DECREASE OF 184 FROM THE PRIOR YEAR. DURING THE SUMMER, NINE READING FOUNDATION COURSES AND TEN HYBRID COURSES WERE TAUGHT IN FOUR STATES PLUS THE NAVAJO RESERVATION. THESE COURSES INVOLVED 143 HYBRID COURSE PARTICIPANTS AND 184 ZOOM COURSE PARTICIPANTS.
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02198665
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02250191
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0100417
IRS990/LandBldgEquipBasisNetGrp/BOYAmt031151
IRS990/LandBldgEquipBasisNetGrp/EOYAmt032727
IRS990/LandBldgEquipCostOrOtherBssAmt0133144
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01839318
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0INCREASE LITERACY FOR ALL CHILDREN AND ADULTS BY USING THE SPALDING METHOD TO DEVELOP SKILLED READERS, CRITICAL LISTENERS, AND ACCOMPLISHED WRITERS AND SPELLERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02919205
IRS990/NetAssetsOrFundBalancesEOYAmt02962648
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0185238
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0185238
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0600454
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0600454
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-214352
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02883985
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02923442
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt041840
IRS990/OccupancyGrp/ProgramServicesAmt064138
IRS990/OccupancyGrp/TotalAmt0105978
IRS990/OfficeExpensesGrp/FundraisingAmt05982
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011359
IRS990/OfficeExpensesGrp/ProgramServicesAmt0285737
IRS990/OfficeExpensesGrp/TotalAmt0303078
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FINANCIAL ASSISTANCE TO PARTIC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010725
IRS990/OtherExpensesGrp/TotalAmt010725
IRS990/OtherRevenueMiscGrp/Desc0CREDIT CARD AWARDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0385
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0385
IRS990/OtherRevenueTotalAmt0385
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03236
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0139588
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0334750
IRS990/OtherSalariesAndWagesGrp/TotalAmt0477574
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt07191
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014382
IRS990/PayrollTaxesGrp/ProgramServicesAmt029791
IRS990/PayrollTaxesGrp/TotalAmt051364
IRS990/PensionPlanContributionsGrp/FundraisingAmt01458
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02430
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08262
IRS990/PensionPlanContributionsGrp/TotalAmt012150
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016082
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt059377
IRS990/PrincipalOfficerNm0JIM SEXTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0COURSE REG/OTHER FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0530477
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0530477
IRS990/ProgSrvcAccomActy2Grp/Desc0CURRICULUM AND PRODUCT RESEARCH AND DEVELOPMENT EFFORTS CONSIST OF CONTINUALLY MONITORING AND EVALUATING THE QUALITY AND EFFECTIVENESS OF PRODUCTS AND COURSES. NEW PRODUCTS AND IMPROVED INSTRUCTION TECHNIQUES ARE INTRODUCED PERIODICALLY. INSTRUCTION DELIVERY HAS BEEN MODIFIED TO COMPLY WITH COVID PROTOCOLS. SIGNIFICANT STEPS ARE BEING TAKEN TO CONVERT MANY OF THE PAPER PUBLICATIONS TO A DIGITAL FORMAT AND TO DELIVER INSTRUCTION VIRTUALLY. THE TEACHER RESOURCE CENTER CONTINUES TO BE UPGRADED AND IS A MAJOR SOURCE FOR INSTRUCTIONAL VIDEOS,LESSONS AND OTHER MEDIA DESIGNED TO IMPROVE TEACHER AND HOME INSTRUCTOR PERFORMANCE. COMMUNICATION USING SOCIAL MEDIA IS A PRIORITY WITH OVER 1.3k FACEBOOK FANS, 379 FOLLOWERS ON TWITTER AND 50 INSTAGRAM USERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0304185
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0600453
IRS990/ProgSrvcAccomActy3Grp/Desc0PROFESSIONAL DEVELOPMENT INVOLVES IDENTIFYING THOSE TEACHERS WHO ARE INTERESTED IN BECOMING CERTIFIED, ESTABLISHING APPROPRIATE GUIDELINES, AND EFFICIENTLY MOVING INDIVIDUALS THROUGH THE CERTIFICATION PROCESS. THE PRIMARY GOAL OF SPALDING CERTIFICATION IS TO DEVELOP HIGHLY-QUALIFIED SPALDING CERTIFIED PERSONNEL WHO ARE DEDICATED TO INCREASING STUDENT ACHIEVEMENT THROUGH USE OF THE SPALDING METHOD.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0151236
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt018216
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0101125
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0145554
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0444624
IRS990/PYOtherRevenueAmt0640316
IRS990/PYProgramServiceRevenueAmt0513598
IRS990/PYRevenuesLessExpensesAmt0181807
IRS990/PYSalariesCompEmpBnftPaidAmt0774162
IRS990/PYTotalExpensesAmt01218786
IRS990/PYTotalRevenueAmt01400593
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0257795
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0512261
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt012998
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt012998
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0448686
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0378551
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0300000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0101125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0100600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt060550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0392775
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0115296
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt083031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt075888
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt044239
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt040737
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0359191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01494893
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01591090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01701667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01595509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01960516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08343675
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0115296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt083031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt075888
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt044239
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt040737
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0359191
IRS990ScheduleA/InvestmentIncomeCYPct00.03950
IRS990ScheduleA/InvestmentIncomePYPct00.03230
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92750
IRS990ScheduleA/PublicSupportPY509Pct00.94590
IRS990ScheduleA/PublicSupportTotal509Amt08436450
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0100000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0300000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01594893
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01692215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01802267
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01626009
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02021066
IRS990ScheduleA/Total509Grp/TotalAmt08736450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01710189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01775246
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01878155
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01670248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02061803
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09095641
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/EquipmentGrp/BookValueAmt017560
IRS990ScheduleD/EquipmentGrp/DepreciationAmt092570
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0110130
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt015167
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07847
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt023014
IRS990ScheduleD/TotalBookValueLandBuildingsAmt032727
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A SIGNIFICANT NUMBER OF TRAINING COURSES AND OTHER IN-PERSON ACTIVITIES WERE MODIFIED TO COMPLY WITH COVID PROTOCOLS, PRIMARILY THROUGH THE USE OF ZOOM DELIVERY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD TYPICALLY DOES NOT MEET IMMEDIATELY PRIOR TO THE TAX RETURN FILING DATE. THEREFORE, A DRAFT OF THE TAX RETURN IS E-MAILED TO THE BOARD MEMBERS ALONG WITH AN EXECUTIVE SUMMARY. QUESTIONS AND COMMENTS ARE DISCUSSED VIA E-MAIL. THE TAX RETURN IS AGAIN DISCUSSED AT THE FIRST BOARD MEETING FOLLOWING THE TAX RETURN FILING DATE, AS CONSIDERED NECESSARY.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.17$0.03$3.15$1.33$1.66$0.33
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.03$3.34$1.20$1.67$0.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.02$3.54$1.65$1.58$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.02$3.11$1.61$1.43$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.02$3.38$1.92$1.26$0.66
2020Detailed filing. Detailed filing data is available for this year.$3.01$0.05$2.96$1.53$1.27$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.04$2.92$1.40$1.22$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.03$2.51$1.55$1.28$0.27
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.05$2.51$1.32$1.27$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.03$2.29$1.57$1.40$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.03$2.07$1.30$1.31$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.12$0.01$2.11$1.42$1.36$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.06$0.03$2.03$1.19$1.18$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.01$1.77$1.17
2011Summary only. Only limited summary data is available for this year.$1.65$0.03$1.61$1.00$1.01$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.06$1.61$0.96