Civic Intelligence

Oregon Symphony Association in Salem

990 • Fiscal year 2017 • EIN 93-6031819

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 10, 2018

PO Box 324Salem, OR 97308

(503) 364-0149

Siviq Scores

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

Liabilities / Assets

87th percentile

0.36x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.30x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

24th percentile

-9.5%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

88th percentile

$36,282

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

46th percentile

0.0%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

4.8%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$296,283

Up $9 (+0.0%) from 2016

Net Assets

Down

$188,647

Down $14,759 (-7.3%) from 2016

Liabilities

Up

$107,636

Up $14,768 (+16%) from 2016

Revenue

Up

$353,172

Up $16,077 (+4.8%) from 2016

Expenses

Down

$386,719

Down $55,170 (-12%) from 2016

Net Income

Up

-$33,547

Up $71,247 (+68%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $484,109Liabilities 2011: $0Net Assets 2011: $484,1092011Assets 2012: $447,143Liabilities 2012: $132,748Net Assets 2012: $314,3952012Assets 2013: $478,080Liabilities 2013: $151,778Net Assets 2013: $326,3022013Assets 2014: $451,707Liabilities 2014: $118,139Net Assets 2014: $333,5682014Assets 2015: $436,981Liabilities 2015: $113,117Net Assets 2015: $323,8642015Assets 2016: $296,274Liabilities 2016: $92,868Net Assets 2016: $203,4062016Assets 2017: $296,283Liabilities 2017: $107,636Net Assets 2017: $188,6472017Assets 2018: $296,433Liabilities 2018: $100,483Net Assets 2018: $195,9502018Assets 2019: $310,697Liabilities 2019: $111,856Net Assets 2019: $198,8412019Assets 2020: $255,132Liabilities 2020: $107,056Net Assets 2020: $148,0762020Assets 2021: $384,882Liabilities 2021: $111,277Net Assets 2021: $273,6052021Assets 2022: $488,541Liabilities 2022: $93,361Net Assets 2022: $395,1802022Assets 2023: $497,273Liabilities 2023: $93,736Net Assets 2023: $403,5372023Assets 2024: $401,048Liabilities 2024: $91,797Net Assets 2024: $309,2512024

Highlighted filing

2017

Assets$296,283
Liabilities$107,636
Net Assets$188,647

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $513,956Expenses 2011: $495,619Net Income 2011: $18,3372011Revenue 2012: $506,881Expenses 2012: $514,025Net Income 2012: -$7,1442012Revenue 2013: $488,240Expenses 2013: $496,853Net Income 2013: -$8,6132013Revenue 2014: $362,077Expenses 2014: $380,823Net Income 2014: -$18,7462014Revenue 2015: $384,451Expenses 2015: $393,903Net Income 2015: -$9,4522015Revenue 2016: $337,095Expenses 2016: $441,889Net Income 2016: -$104,7942016Revenue 2017: $353,172Expenses 2017: $386,719Net Income 2017: -$33,5472017Revenue 2018: $454,097Expenses 2018: $460,163Net Income 2018: -$6,0662018Revenue 2019: $441,433Expenses 2019: $445,285Net Income 2019: -$3,8522019Revenue 2020: $340,424Expenses 2020: $390,317Net Income 2020: -$49,8932020Revenue 2021: $216,845Expenses 2021: $130,770Net Income 2021: $86,0752021Revenue 2022: $615,864Expenses 2022: $482,264Net Income 2022: $133,6002022Revenue 2023: $424,281Expenses 2023: $425,567Net Income 2023: -$1,2862023Revenue 2024: $391,514Expenses 2024: $500,728Net Income 2024: -$109,2142024

Highlighted filing

2017

Revenue$353,172
Expenses$386,719
Net Income-$33,547
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 10, 2018
Return Version
2016v3.0
Gross Receipts
$353,172
Mission and Program Overview

Mission

The oregon symphony association in salem exists to enrich the cultural life of the mid-willamette valley by providing the world class music of the oregon symphony and by enhancing music appreciation and education through youth programs and outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$171,632$187,936▲ $16,304
Cash and Non-Interest-Bearing Accounts$113,790$101,819▼ $11,971
Savings and Temporary Cash Investments$4,666$4,667▲ $1
Inventories for Sale or Use$2,510--
Accounts Receivable$3,276$1,693▼ $1,583
Land, Buildings, and Equipment, Net$400$168▼ $232
Total Assets$296,274$296,283▲ $9
Liabilities
Deferred Revenue$92,868$107,036▲ $14,168
Accounts Payable and Accrued Expenses-$600-
Total Liabilities$92,868$107,636▲ $14,768
Net Assets / Fund Balance
Unrestricted Net Assets$178,406$158,647▼ $19,759
Permanently Rstr Net Assets$25,000$30,000▲ $5,000
Total Net Assets Fund Balance$203,406$188,647▼ $14,759
Total Liabilities and Net Assets / Fund Balance$296,274$296,283▲ $9

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$168$10,779$10,947
Other Securities$187,936--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$86,513$5,000▲ $11,745$4,288$95,832
2015$95,527-▼ $3,512-$86,513
2014$99,835-▲ $626-$95,527
2013$89,773-▲ $14,832-$99,835
2012$85,290-▲ $9,125-$89,773
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Laura AgueroExecutive DirectorFT$36,282$36,282

Board Members and Trustees

NameTitle
Francine ShetterlyPresident
Shelly PayneVice President
Carol KeeferDirector
Cornelia ParaskevasDirector
Crystal ZimmermanDirector
Fred DavisDirector
Jo Ann YoungDirector
Joseph AllanDirector
Michael ChergoskyDirector
Nick WilliamsDirector
Danielle MeyerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$177,192
Program Service Revenue
$172,546
Investment Income
$3,355
Other Revenue
$79
All Other Contributions
$154,096
Change in Net Assets
$-33,547
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$292,102
Salaries, Compensation, and Employee Benefits$88,292
Total Fundraising Expense$45,255
Professional Fundraising Fees$3,975
Grants and Similar Amounts Paid$2,350

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$172,297$995$91$173,383
Other Salaries and Wages-$32,476$8,884$41,360
Advertising$27,380-$10,264$37,644
Current Officers, Directors, Trustees, and Key Employees-$18,709$18,708$37,417
Office Expenses$9,831$7,857-$17,688
Information Technology-$14,092-$14,092
Occupancy$6,750$5,050-$11,800
Payroll Taxes-$6,182$3,333$9,515
Fees for Services Professional Fundraising--$3,975$3,975
Insurance-$3,040-$3,040
Grants to Domestic Individuals$2,350--$2,350
Fees for Services Accounting-$2,250-$2,250
Travel$2,151--$2,151
Fees for Service Investment Mgmnt Fees-$1,542-$1,542
Other Expenses$1,457--$1,457
Conferences and Meetings$525$357-$882
Depreciation Depletion-$232-$232
Total Functional Expenses$248,682$92,782$45,255$386,719
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$3,975
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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, Section B, Line 11B

The executive director. Business manager and the executive board committee review the 990 before filing.

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

Board members sign a disclosure affidavit annually.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Oregon Symphony Association
EIN
93-6031819
Phone
5033640149
Address
PO BOX 324, SALEM, OR 97308

Signing Officer

Name
Joann Young
Title
President
Phone
5033640149
Signed
2018-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joann Young
Formed
1955
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
80

Preparer

Firm
Grove Mueller & Swank Pc
Address
475 COTTAGE STREET NE SUITE 200, SALEM, OR 97301
Preparer
John D Hawkins Jd CPA
Phone
5035817788
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Orchestra and concert fees: program service expenses 172,297. Management and general expenses 0. Fundraising expenses 0. Total expenses 172,297. Other services: program service expenses 0. Management and general expenses 995. Fundraising expenses 91. Total expenses 1,086.

FORM 990, PART XI, LINE 9:

BAD DEBT -760.

Financial Statement Notes

PART V, LINE 4:

Supports a young musicians competition with prizes

Raw XML AppendixShowing 400 of 529 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/Desc0OSAS BROUGHT THE OREGON SYMPHONY TO SALEM FOR SEVEN CLASSICAL CONCERTS DURING THE SEASON ENDING JUNE 2017. THESE CONCERTS SERVED MORE THAN 6000 PATRONS INCLUDING CHILDREN, SENIOR CITIZENS AND THE UNDERSERVED. WE PROVIDED MORE THAN 550 STUDENTS OF ALL AGES AND OREGON TRAIL CARDHOLDERS (SNAP) $5 TICKETS (AN AVERAGE DISCOUNT OF $40) AS A BENEFIT TO THE COMMUNITY AND SUPPORTS STUDENTS AND MUSIC EDUCATION PROGRAMS OF LOCAL SCHOOLS. IT IS OUR UNDERSTANDING THAT SALEM, THROUGH OSAS, IS THE ONLY CITY, WHICH CONTRACTS FOR A SEASON OF CONCERTS WITH A NATIONALLY RECOGNIZED ORCHESTRA, AND THE OVERHEAD FOR ADVERTISING, TICKET SALES, AND OTHER ADMINISTRATIVE EXPENSES ARE COVERED THROUGH DONATIONS AND SPONSORSHIP SUPPORT.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990/MissionDesc0THE OREGON SYMPHONY ASSOCIATION IN SALEM EXISTS TO ENRICH THE CULTURAL LIFE OF THE MID-WILLAMETTE VALLEY BY PROVIDING THE WORLD CLASS MUSIC OF THE OREGON SYMPHONY AND BY ENHANCING MUSIC APPRECIATION AND EDUCATION THROUGH YOUTH PROGRAMS AND OUTREACH.
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IRS990/NetUnrlzdGainsLossesInvstAmt019548
IRS990/NoncashContributionsAmt0510
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05050
IRS990/OccupancyGrp/ProgramServicesAmt06750
IRS990/OccupancyGrp/TotalAmt011800
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07857
IRS990/OfficeExpensesGrp/ProgramServicesAmt09831
IRS990/OfficeExpensesGrp/TotalAmt017688
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-760
IRS990/OtherExpensesGrp/Desc0CONCERT PRODUCTION COST
IRS990/OtherExpensesGrp/Desc1RECEPTION COSTS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3YOUTH PROGRAMS
IRS990/OtherExpensesGrp/ProgramServicesAmt016250
IRS990/OtherExpensesGrp/ProgramServicesAmt17170
IRS990/OtherExpensesGrp/ProgramServicesAmt22521
IRS990/OtherExpensesGrp/ProgramServicesAmt31457
IRS990/OtherExpensesGrp/TotalAmt016250
IRS990/OtherExpensesGrp/TotalAmt17170
IRS990/OtherExpensesGrp/TotalAmt22521
IRS990/OtherExpensesGrp/TotalAmt31457
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt069
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt069
IRS990/OtherRevenueTotalAmt069
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08884
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt032476
IRS990/OtherSalariesAndWagesGrp/TotalAmt041360
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03333
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06182
IRS990/PayrollTaxesGrp/TotalAmt09515
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt025000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt030000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOANN YOUNG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/BusinessCd1511190
IRS990/ProgramServiceRevenueGrp/Desc0TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc1ADVERTISING (EXCLUSION
IRS990/ProgramServiceRevenueGrp/ExclusionAmt08260
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0164286
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0164286
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18260
IRS990/ProgSrvcAccomActy2Grp/Desc0THE SECONDARY GOAL OF THE OREGON SYMPHONY IS TO SUPPORT THE GROWTH AND DEVELOPMENT OF STRONG MUSIC EDUCATION PROGRAMS IN THE LOCAL SCHOOLS. IN THE LAST YEAR, OSAS HOSTED MASTER COACHING CLASSES OFFERED BY OREGON SYMPHONY MUSICIANS IN THE AREA HIGH SCHOOLS, SPONSORED AN ESSAY COMPETITION ON A MUSIC TOPIC FOR ALL AREA ELEMENTARY SCHOOLS. A CONCERTO COMPETITION OPEN TO ALL YOUTH 18 AND UNDER IN THE MID-WILLAMETTE VALLEY WAS HELD, AND OSAS COLLABORATED WITH LOCAL YOUTH SYMPHONIES TO OFFER A YOUNG MUSICIANS SERIES BEFORE THE OREGON SYMPHONY CONCERTS. BECAUSE THE OREGON SYMPHONY MUSICIANS CHARGE FOR THEIR SERVICES AS MASTER COACHES AND ADJUDICATORS, WE SOLICITED CONTRIBUTIONS AND SPONSORSHIPS TO COVER THE COST OF THIS OUTREACH INTO THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08350
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02350
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03249
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0117300
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02300
IRS990/PYInvestmentIncomeAmt04855
IRS990/PYOtherExpensesAmt0356224
IRS990/PYOtherRevenueAmt0159
IRS990/PYProgramServiceRevenueAmt0214781
IRS990/PYRevenuesLessExpensesAmt0-104794
IRS990/PYSalariesCompEmpBnftPaidAmt083365
IRS990/PYTotalExpensesAmt0441889
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0337095
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-33547
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0161116
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04666
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04667
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0177192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0117300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0177815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0118829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0130761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0721897
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01572
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03544
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02705
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01572
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0164296
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0198459
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0183184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0201698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0308206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01055843
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt08260
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt016322
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt021130
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt031106
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt034813
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0111631
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01572
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03544
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02529
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02705
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01572
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011922
IRS990ScheduleA/InvestmentIncomeCYPct00.00630
IRS990ScheduleA/InvestmentIncomePYPct00.00740
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt069
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0159
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt091
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0115
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0434
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99350
IRS990ScheduleA/PublicSupportPY509Pct00.99250
IRS990ScheduleA/PublicSupportTotal509Amt01889371
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0349748
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0332081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0382129
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0351633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0473780
IRS990ScheduleA/Total509Grp/TotalAmt01889371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0351389
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0335784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0384749
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0354453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0475352
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01901727
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/BoardDesignatedBalanceEOYPct00.68700
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0788
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt086513
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt095832
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02350
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011745
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt04288
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0759
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt095527
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt086513
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt04743
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3512
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0854

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.01$0.92$3.09$3.92$5.01$1.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.94$4.04$4.24$4.26$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.89$0.93$3.95$6.16$4.82$1.34
2021Detailed filing. Detailed filing data is available for this year.$3.85$1.11$2.74$2.17$1.31$0.86
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$1.07$1.48$3.40$3.90$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$1.12$1.99$4.41$4.45$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.96$1.00$1.96$4.54$4.60$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.96$1.08$1.89$3.53$3.87$0.34
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.93$2.03$3.37$4.42$1.05
2015Detailed filing. Detailed filing data is available for this year.$4.37$1.13$3.24$3.84$3.94$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.52$1.18$3.34$3.62$3.81$0.19
2013Summary only. Only limited summary data is available for this year.$4.78$1.52$3.26$4.88$4.97$0.09
2012Summary only. Only limited summary data is available for this year.$4.47$1.33$3.14$5.07$5.14$0.07
2011Summary only. Only limited summary data is available for this year.$4.84$0.00$4.84$5.14$4.96$0.18