Civic Intelligence

Innovate Washington Foundation

990 • Fiscal year 2016 • EIN 91-1726442

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 23, 2017

714 N Iron Bridge Way No 203Spokane, WA 99202-4929

(800) 436-8504

Siviq Scores

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

Liabilities / Assets

89th percentile

0.91x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

6.83x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

5th percentile

-63%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

66th percentile

$158,209

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

20th percentile

-4.6%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$7,140,823

Down $343,949 (-4.6%) from 2015

Net Assets

Down

$661,422

Down $600,102 (-48%) from 2015

Liabilities

Up

$6,479,401

Up $256,153 (+4.1%) from 2015

Revenue

Down

$948,948

Down $947,739 (-50%) from 2015

Expenses

Down

$1,549,050

Down $694,577 (-31%) from 2015

Net Income

Down

-$600,102

Down $253,162 (-73%) from 2015

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2010: $7,832,171Liabilities 2010: $3,765,134Net Assets 2010: $4,067,0372010Assets 2011: $8,894,060Liabilities 2011: $4,418,998Net Assets 2011: $4,475,0622011Assets 2012: $8,934,017Liabilities 2012: $7,312,916Net Assets 2012: $1,621,1012012Assets 2013: $8,883,050Liabilities 2013: $6,928,947Net Assets 2013: $1,954,1032013Assets 2014: $8,286,601Liabilities 2014: $6,678,137Net Assets 2014: $1,608,4642014Assets 2015: $7,484,772Liabilities 2015: $6,223,248Net Assets 2015: $1,261,5242015Assets 2016: $7,140,823Liabilities 2016: $6,479,401Net Assets 2016: $661,4222016Assets 2017: $6,984,621Liabilities 2017: $7,032,188Net Assets 2017: -$47,5672017Assets 2018: $6,874,165Liabilities 2018: $7,556,288Net Assets 2018: -$682,1232018Assets 2019: $6,754,258Liabilities 2019: $7,687,007Net Assets 2019: -$932,7492019Assets 2020: $7,805,372Liabilities 2020: $8,019,299Net Assets 2020: -$213,9272020Assets 2021: $8,077,613Liabilities 2021: $8,433,771Net Assets 2021: -$356,1582021Assets 2022: $8,489,904Liabilities 2022: $8,738,740Net Assets 2022: -$248,8362022Assets 2023: $8,526,138Liabilities 2023: $9,154,751Net Assets 2023: -$628,6132023Assets 2024: $8,589,866Liabilities 2024: $9,353,600Net Assets 2024: -$763,7342024

Highlighted filing

2016

Assets$7,140,823
Liabilities$6,479,401
Net Assets$661,422

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $733,8852010Revenue 2011: $1,478,978Expenses 2011: $1,082,320Net Income 2011: $396,6582011Expenses 2012: $3,337,3362012Revenue 2013: $3,219,099Expenses 2013: $2,886,097Net Income 2013: $333,0022013Revenue 2014: $2,101,634Expenses 2014: $2,447,273Net Income 2014: -$345,6392014Revenue 2015: $1,896,687Expenses 2015: $2,243,627Net Income 2015: -$346,9402015Revenue 2016: $948,948Expenses 2016: $1,549,050Net Income 2016: -$600,1022016Revenue 2017: $685,174Expenses 2017: $1,394,163Net Income 2017: -$708,9892017Revenue 2018: $713,902Expenses 2018: $1,348,458Net Income 2018: -$634,5562018Revenue 2019: $660,002Expenses 2019: $886,359Net Income 2019: -$226,3572019Revenue 2020: $1,911,500Expenses 2020: $1,020,285Net Income 2020: $891,2152020Revenue 2021: $1,117,596Expenses 2021: $1,259,827Net Income 2021: -$142,2312021Revenue 2022: $1,197,636Expenses 2022: $1,090,314Net Income 2022: $107,3222022Revenue 2023: $814,164Expenses 2023: $1,136,223Net Income 2023: -$322,0592023Revenue 2024: $944,051Expenses 2024: $1,079,172Net Income 2024: -$135,1212024

Highlighted filing

2016

Revenue$948,948
Expenses$1,549,050
Net Income-$600,102
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 23, 2017
Return Version
2016v3.0
Gross Receipts
$948,948
Mission and Program Overview

Mission

Innovate Washington Foundation collaborates, convenes and connects innovators and researchers with entrepreneurial and financial capital needs to produce world-class companies and high-value jobs that will form the backbone of the region's future economy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,363,619$5,206,428▼ $157,191
Other Notes and Loans Receivable, Net$1,045,000$1,409,699▲ $364,699
Savings and Temporary Cash Investments$696,351$301,991▼ $394,360
Cash and Non-Interest-Bearing Accounts$122,357$170,223▲ $47,866
Prepaid Expenses and Deferred Charges$21,061$25,763▲ $4,702
Pledges and Grants Receivable$216,106$22,843▼ $193,263
Investments Other Securities$3,876$3,876→ $0
Total Assets$7,484,772$7,140,823▼ $343,949
Other Assets Total$16,402$0▼ $16,402
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,042,690$6,270,894▲ $228,204
Deferred Revenue$104,863$123,367▲ $18,504
Accounts Payable and Accrued Expenses$75,695$85,140▲ $9,445
Total Liabilities$6,223,248$6,479,401▲ $256,153
Net Assets / Fund Balance
Unrestricted Net Assets$1,261,524$661,422▼ $600,102
Total Net Assets Fund Balance$1,261,524$661,422▼ $600,102
Total Liabilities and Net Assets / Fund Balance$7,484,772$7,140,823▼ $343,949

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,362,395$1,598,906$5,961,301
Land$842,836-$842,836
Equipment$0$59,034$59,034
Leasehold Improvements$1,197$10,776$11,973
Other Land Buildings$0$4,847$4,847
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
C William SavitzCEOFT$136,822$21,387$158,209
John OverbyBusiness ConsultantFT$107,166$7,816$114,982
Jeff WhiteCFOFT$101,106$12,750$113,856

Board Members and Trustees

NameTitle
Jeff SeversChairman
Lisa BrownVice-Chair
Brandon TannerDirector
Lewis LeeDirector
Elaine CoutureSec/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$437,583
Program Service Revenue
$510,119
Investment Income
$796
Other Revenue
$450
All Other Contributions
$209,000
Change in Net Assets
$-600,102

Audited Revenue Reconciliation

Revenue per Audited Statements
$948,948
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$64,198
Total Revenue per Audited Statements
$1,013,146
Total Revenue per Form 990
$948,948
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$862,405
Other Expenses$686,645
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$259,398$207,032-$466,430
Current Officers, Directors, Trustees, and Key Employees$151,320$120,745-$272,065
Depreciation Depletion$160,976--$160,976
Interest$97,283$16,144-$113,427
Other Employee Benefits$32,815$26,145-$58,960
Occupancy$4,984$51,815-$56,799
Payroll Taxes$30,936$24,650-$55,586
Travel$47,174$2,227-$49,401
Fees for Services Accounting$41,004$7,371-$48,375
Fees for Services Other$32,640$14,318-$46,958
Information Technology$21,925$9,618-$31,543
Office Expenses$5,882$20,129-$26,011
Insurance$17,750$2,946-$20,696
Conferences and Meetings$12,461$225-$12,686
Pension Plan Contributions$5,211$4,153-$9,364
Other Expenses$1,480$5,615-$7,095
Advertising-$485-$485
Total Functional Expenses$1,000,676$548,374$0$1,549,050

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,613,248
Expenses per Audited Statements$1,549,050
Total Expenses per Form 990$1,549,050
Expenses Not Reported on Form 990$64,198
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWashington Economic Development Finance Authority2010-04-07$3,785,000To refinance the costs of economic development facilities in Spokane, WA.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$3,785,000---

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

All Board members are notified of its completion and have the opportunity to review prior to submission.

Form 990, Part VI, Section B, line 15

Subject to Board review and approval.

Form 990, Part VI, Section C, line 19

Governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Innovate Washington Foundation
EIN
91-1726442
Phone
8004368504
Address
714 N Iron Bridge Way No 203, Spokane, WA 99202-4929

Signing Officer

Name
C William Savitz
Title
CEO
Phone
8004368504
Signed
2017-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C William Savitz
Formed
1996
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
5
Employees
8
Volunteers
33

Preparer

Firm
Peterson Sullivan LLP CPA'S
Address
601 Union St Ste 2300, Seattle, WA 98101-2345
Preparer
Ray Holmdahl
Phone
2063827777
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IRS990/OtherRevenueMiscGrp/Desc0Refunds and Reimbursem
IRS990/OtherRevenueMiscGrp/ExclusionAmt0450
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0450
IRS990/OtherRevenueTotalAmt0450
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0207032
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0259398
IRS990/OtherSalariesAndWagesGrp/TotalAmt0466430
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01045000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01409699
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024650
IRS990/PayrollTaxesGrp/ProgramServicesAmt030936
IRS990/PayrollTaxesGrp/TotalAmt055586
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04153
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05211
IRS990/PensionPlanContributionsGrp/TotalAmt09364
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0216106
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt022843
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021061
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025763
IRS990/PrincipalOfficerNm0C William Savitz
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/BusinessCd1525990
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/Desc0Building Lease
IRS990/ProgramServiceRevenueGrp/Desc1Interest on Technology
IRS990/ProgramServiceRevenueGrp/Desc2Accelerator classes
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0389044
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt199975
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt221100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0389044
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt199975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt221100
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01455628
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02297
IRS990/PYOtherExpensesAmt01256471
IRS990/PYOtherRevenueAmt019176
IRS990/PYProgramServiceRevenueAmt0419586
IRS990/PYRevenuesLessExpensesAmt0-346940
IRS990/PYSalariesCompEmpBnftPaidAmt0987156
IRS990/PYTotalExpensesAmt02243627
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01896687
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-600102
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0510119
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0696351
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0301991
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Miscellaneous
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0437583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01455628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01685931
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02760267
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02804824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09144233
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02297
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03599
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02541
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09233
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02475701
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0450
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt019176
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0950
IRS990ScheduleA/OtherIncome170Grp/TotalAmt020576
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97290
IRS990ScheduleA/PublicSupportPY170Pct00.99560
IRS990ScheduleA/PublicSupportTotal170Amt08925714
IRS990ScheduleA/SubstantialContributorsTotAmt0218519
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0437583
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01455628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01685931
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02760267
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02804824
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09144233
IRS990ScheduleA/TotalSupportAmt09174042
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt04362395
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01598906
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05961301
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt064198
IRS990ScheduleD/DonatedServicesUseFcltsAmt064198
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt059034
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059034
IRS990ScheduleD/ExpensesNotReportedAmt064198
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01549050
IRS990ScheduleD/LandGrp/BookValueAmt0842836
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0842836
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01197
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010776
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt011973
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04847
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04847
IRS990ScheduleD/RevenueNotReportedAmt064198
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0948948
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05206428
IRS990ScheduleD/TotalExpensesPerForm990Amt01549050
IRS990ScheduleD/TotalRevenuePerForm990Amt0948948
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01013146
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01613248
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0136822
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt09781
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt011606
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0C William Savitz
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0158209
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.59$9.35$0.76$0.94$1.08$0.14
2023Detailed filing. Detailed filing data is available for this year.$8.53$9.15$0.63$0.81$1.14$0.32
2022Detailed filing. Detailed filing data is available for this year.$8.49$8.74$0.25$1.20$1.09$0.11
2021Detailed filing. Detailed filing data is available for this year.$8.08$8.43$0.36$1.12$1.26$0.14
2020Detailed filing. Detailed filing data is available for this year.$7.81$8.02$0.21$1.91$1.02$0.89
2019Detailed filing. Detailed filing data is available for this year.$6.75$7.69$0.93$0.66$0.89$0.23
2018Detailed filing. Detailed filing data is available for this year.$6.87$7.56$0.68$0.71$1.35$0.63
2017Detailed filing. Detailed filing data is available for this year.$6.98$7.03$0.05$0.69$1.39$0.71
2016Detailed filing. Detailed filing data is available for this year.$7.14$6.48$0.66$0.95$1.55$0.60
2015Detailed filing. Detailed filing data is available for this year.$7.48$6.22$1.26$1.90$2.24$0.35
2014Detailed filing. Detailed filing data is available for this year.$8.29$6.68$1.61$2.10$2.45$0.35
2013Detailed filing. Detailed filing data is available for this year.$8.88$6.93$1.95$3.22$2.89$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.93$7.31$1.62$3.34
2011Summary only. Only limited summary data is available for this year.$8.89$4.42$4.48$1.48$1.08$0.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$3.77$4.07$0.73