Civic Intelligence

The Head Royce School

990 • Fiscal year 2017 • EIN 94-1518656

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 17, 2018

4315 Lincoln AvenueOakland, CA 94602

(510) 531-1300

Siviq Scores

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

Liabilities / Assets

66th percentile

0.47x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

1.41x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

64th percentile

8.2%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$365,917

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

38th percentile

3.4%

Faster asset growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Assets

Up

$114,428,729

Up $3,772,754 (+3.4%) from 2016

Net Assets

Up

$60,727,429

Up $2,934,394 (+5.1%) from 2016

Liabilities

Up

$53,701,300

Up $838,360 (+1.6%) from 2016

Revenue

Up

$38,137,894

Up $4,009,088 (+12%) from 2016

Expenses

Up

$35,016,885

Up $1,282,024 (+3.8%) from 2016

Net Income

Up

$3,121,009

Up $2,727,064 (+692%) from 2016

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2010: $77,360,429Liabilities 2010: $25,526,404Net Assets 2010: $51,834,0252010Assets 2011: $80,913,685Liabilities 2011: $25,621,946Net Assets 2011: $55,291,7392011Assets 2012: $82,432,637Liabilities 2012: $28,860,115Net Assets 2012: $53,572,5222012Assets 2013: $98,555,211Liabilities 2013: $43,243,005Net Assets 2013: $55,312,2062013Assets 2014: $101,190,383Liabilities 2014: $43,934,903Net Assets 2014: $57,255,4802014Assets 2015: $102,264,742Liabilities 2015: $44,439,184Net Assets 2015: $57,825,5582015Assets 2016: $110,655,975Liabilities 2016: $52,862,940Net Assets 2016: $57,793,0352016Assets 2017: $114,428,729Liabilities 2017: $53,701,300Net Assets 2017: $60,727,4292017Assets 2018: $119,044,869Liabilities 2018: $54,292,355Net Assets 2018: $64,752,5142018Assets 2019: $127,764,794Liabilities 2019: $56,737,540Net Assets 2019: $71,027,2542019Assets 2020: $131,645,347Liabilities 2020: $56,587,407Net Assets 2020: $75,057,9402020Assets 2021: $139,836,677Liabilities 2021: $55,390,627Net Assets 2021: $84,446,0502021Assets 2022: $143,413,611Liabilities 2022: $57,574,334Net Assets 2022: $85,839,2772022Assets 2023: $164,543,510Liabilities 2023: $73,068,670Net Assets 2023: $91,474,8402023Assets 2024: $181,193,645Liabilities 2024: $80,514,728Net Assets 2024: $100,678,9172024

Highlighted filing

2017

Assets$114,428,729
Liabilities$53,701,300
Net Assets$60,727,429

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $23,320,7922010Expenses 2011: $24,845,2452011Expenses 2012: $27,110,4692012Expenses 2013: $29,002,5782013Revenue 2014: $30,711,700Expenses 2014: $30,754,295Net Income 2014: -$42,5952014Revenue 2015: $32,547,870Expenses 2015: $32,089,365Net Income 2015: $458,5052015Revenue 2016: $34,128,806Expenses 2016: $33,734,861Net Income 2016: $393,9452016Revenue 2017: $38,137,894Expenses 2017: $35,016,885Net Income 2017: $3,121,0092017Revenue 2018: $39,126,715Expenses 2018: $35,795,164Net Income 2018: $3,331,5512018Revenue 2019: $43,560,570Expenses 2019: $38,014,183Net Income 2019: $5,546,3872019Revenue 2020: $42,667,285Expenses 2020: $38,723,516Net Income 2020: $3,943,7692020Revenue 2021: $50,710,547Expenses 2021: $38,849,346Net Income 2021: $11,861,2012021Revenue 2022: $47,688,632Expenses 2022: $41,888,993Net Income 2022: $5,799,6392022Revenue 2023: $47,165,731Expenses 2023: $43,943,001Net Income 2023: $3,222,7302023Revenue 2024: $54,927,151Expenses 2024: $48,131,195Net Income 2024: $6,795,9562024

Highlighted filing

2017

Revenue$38,137,894
Expenses$35,016,885
Net Income$3,121,009
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 17, 2018
Return Version
2016v3.0
Gross Receipts
$43,850,962
Mission and Program Overview

Mission

The mission of head-royce school is to inspire in our students a lifelong love of learning & pursuit of academic excellence, to promote understanding of & respect for the diversity that makes our society strong, & to encourage constructive & responsible, global citizenship.

operation of a school from grades kindergarten through 12th grade

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$57,931,466$56,155,757▼ $1,775,709
Savings and Temporary Cash Investments$16,992,990$18,999,946▲ $2,006,956
Investments in Publicly Traded Securities$16,177,800$17,280,045▲ $1,102,245
Accounts Receivable$12,202,758$12,002,411▼ $200,347
Cash and Non-Interest-Bearing Accounts$2,233,896$4,248,036▲ $2,014,140
Investments Other Securities$3,972,613$0▼ $3,972,613
Prepaid Expenses and Deferred Charges$715,146$969,259▲ $254,113
Other Notes and Loans Receivable, Net$32,248$33,851▲ $1,603
Pledges and Grants Receivable$32,612$15,885▼ $16,727
Total Assets$110,655,975$114,428,729▲ $3,772,754
Other Assets Total$364,446$4,723,539▲ $4,359,093
Liabilities
Deferred Revenue$26,384,051$27,161,604▲ $777,553
Tax Exempt Bond Liabilities$23,747,030$23,256,432▼ $490,598
Accounts Payable and Accrued Expenses$2,731,859$3,283,264▲ $551,405
Total Liabilities$52,862,940$53,701,300▲ $838,360
Net Assets / Fund Balance
Unrestricted Net Assets$39,666,766$40,947,413▲ $1,280,647
Permanently Rstr Net Assets$18,005,498$19,505,523▲ $1,500,025
Temporarily Rstr Net Assets$120,771$274,493▲ $153,722
Total Net Assets Fund Balance$57,793,035$60,727,429▲ $2,934,394
Total Liabilities and Net Assets / Fund Balance$110,655,975$114,428,729▲ $3,772,754

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$42,707,688$17,559,929$60,267,617
Land$9,687,983-$9,687,983
Equipment$1,025,167$3,076,319$4,101,486
Other Land Buildings$2,734,919$344,090$3,079,009

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$18,082,767$148,717▲ $2,202,546$743,082$19,690,948
2015$18,356,196$401,561▲ $76,273$751,263$18,082,767
2014$18,144,146$289,793▲ $617,722$695,465$18,356,196
2013$16,299,782$74,140▲ $2,430,703$660,479$18,144,146
2012$15,930,350$28,799▲ $1,018,108$677,475$16,299,782
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Crystal LandHead of SchoolFT$333,875$32,042$365,917
Dennis MaloneChief Financial OfficerFT$285,457$31,435$316,892
Robert LakeFormer Head of School-$298,980$298,980$298,980
Mantra RobinsonDirector of AdvancementFT$197,988$24,594$222,582
Carl ThiermannUpper School HeadFT$183,935$25,958$209,893
Christian DonovanDirector of Admissions & Financial AidFT$160,163$21,793$181,956
Linda HoopesMiddle School HeadFT$154,195$23,742$177,937
Catherine AugusDirector of College CounselingFT$143,524$22,003$165,527
Lea Van NessLower School HeadFT$144,431$20,972$165,403
Michelle FrazierDirector of ProgramsFT$138,384$19,314$157,698
Maziar TafreshinejadDirector of TechnologyFT$133,469$19,410$152,879
Saya McKennaAsst Upper School HeadFT$123,248$19,285$142,533

Board Members and Trustees

NameTitle
Scott VergesChair
Bill NewellChair Emeritus
Julia ChinParents Assoc President
Jessica DodsonCo-Vice Chair
Terry TaoCo-Vice Chair
Charlie BaxterTrustee
Dan KammenTrustee
Edie ZusmanTrustee
Martha SellersTrustee
Michael O'SullivanTrustee
Rachelle HebrardTrustee
Richard ArneyTrustee
Rosanna MucettiTrustee
Sonya SchroederTrustee
Tim RipsteenTrustee
Vangeria HarveyTrustee
Wanda M Holland GreeneTrustee
Tejal PatelAlumni Council Pres
Peter SmithAsst Secretary
Marc FusteinAsst Treasurer
Jim CavalieriSecretary
Gary HallTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sodexo INC & AssociatesMaintenance & JanitorialDEPT 880328, Los Angeles, CA 90088$1,307,080
Anleu Construction Incconstruction4504 Thompsin Street, oakland, CA 94601$903,675
Epicurian GroupFood Service111 MAIN STREET SUITE 3, Los Altos, CA 94022$864,745
Michael's Transportation Services Incbus service2029 Bennington Drive, Vallejo, CA 94591$486,423
Solstice Press IncPrinting Services113 Filbert Street, oakland, CA 94607$206,929
Revenue and Support

Revenue Composition

Contributions and Grants
$1,938,652
Program Service Revenue
$32,708,063
Investment Income
$2,852,025
Other Revenue
$639,154
All Other Contributions
$1,746,473
Change in Net Assets
$3,121,009

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded12$77,478high low average
Total Noncash Contributions12$77,478-

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,408,199
Revenue Not Reported on Financial Statements
$5,729,695
Revenue Not Reported on Form 990
$-178,289
Other Revenue Adjustments
$5,729,695
Total Revenue per Audited Statements
$32,229,910
Total Revenue per Form 990
$38,137,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$20,090,150
Other Expenses$10,117,843
Grants and Similar Amounts Paid$4,769,953
Total Fundraising Expense$1,461,693
Professional Fundraising Fees$38,939

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,296,574$3,367,810$447,683$15,112,067
Grants to Domestic Individuals$4,769,953--$4,769,953
Depreciation Depletion$1,309,650$436,550-$1,746,200
Fees for Services Other$428,012$723,445$533,171$1,684,628
Current Officers, Directors, Trustees, and Key Employees$206,518$1,052,155$306,595$1,565,268
Other Employee Benefits$1,415,357$5,696$50,018$1,471,071
Payroll Taxes$722,890$308,914$47,908$1,079,712
Interest$697,064$232,355-$929,419
Pension Plan Contributions$656,374$185,896$19,762$862,032
Occupancy$423,024$222,651-$645,675
Insurance$387,539$131,535$3,406$522,480
All Other Expenses$233,375$118,153$1,730$353,258
Other Expenses$280,370--$280,370
Office Expenses$130,145$65,043$10,306$205,494
Information Technology$85,875$89,363-$175,238
Conferences and Meetings$11,298$60,944$2,175$74,417
Fees for Services Accounting-$72,700-$72,700
Fees for Services Legal-$53,660-$53,660
Travel$2,042$51,553-$53,595
Fees for Services Professional Fundraising--$38,939$38,939
Advertising$38,189--$38,189
Total Functional Expenses$26,376,769$7,178,423$1,461,693$35,016,885

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$35,016,885
Total Expenses per Audited Statements$29,295,516
Expenses per Audited Statements$29,287,190
Expenses Not Reported on Financial Statements$5,729,695
Other Expense Adjustments$5,729,695
Expenses Not Reported on Form 990$8,326
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$38,939
Fundraising Direct Expenses$3,059
Fundraising Gross Income$3,059

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$195,238$3,059$3,059$0
Total Events$195,238$3,059$3,059$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
Acalifornia statewide communities development authority (Line a)2012-01-12$15,124,000SEE BELOW
Bcalifornia statewide communities development authority (line b)2013-01-31$10,447,500SEE BELOW

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$15,124,000$3,195,000$1,483,050$129,000
B$10,447,500-$832,018$123,463

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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 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

The Form is reviewed by the CFO before filing. It is then made available to the Finance Committee and the Board Members at their request.

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

each Board member is required to review and sign a conflict of interest policy on an annual basis.

Form 990, Part VI, Section B, line 15

The school is a member of several independent school organizations which gather and share salary statistics. The school uses this information for comparative purposes and also takes into consideration the longevity, education, and performance of the individual. Members of the executive board and finance committee review top management salaries.

Form 990, Part VI, Section C, line 19

The governing documents, conflict of interest policy, and financial statements are available upon request from the head of school's office.

Filing and Contact Details

Filer

Filer Name
The Head Royce School
EIN
94-1518656
Phone
5105311300
Address
4315 Lincoln Avenue, Oakland, CA 94602

Signing Officer

Name
Dennis Malone
Title
CFO & Doo
Phone
5105311300
Signed
2018-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Crystal Land
Formed
1887
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
543
Volunteers
425

Preparer

Firm
Marcum LLP
Address
1 Montgomery Street Suite 1700, San Francisco, CA 94104
Preparer
Juliet Song
Phone
4154326200
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Change in Allowance for Doubtful Accounts -8,326.

Form 990, Part XII, Line 2 (C)

THERE IS NO CHANGE in THE PROCESS FROM PRIOR YEARS.

Financial Statement Notes

Part V, Line 4:

The intended use of the endowment funds is for scholarships, fellowship, compensation, Heads Up, and other various programs.

Part X, Line 2:

U.S. GAAP requires management to evaluate the tax positions taken and recognize a tax liability (or asset) if the organization has taken an uncertain tax position that more likely than not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken and has concluded that as of June 30, 2017, there are no uncertain tax positions taken or expected to be taken that would require recognition of a tax liability (or asset) or disclosure in the financial statements. The School is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management does not believe there is any unrelated business income.

Part XI, Line 4B - Other Adjustments:

Food program expenses 846,098. SCHOLARSHIPS, FINANCIAL AID AND TUITION REMISSION 4,769,953. Investment Fees 29,941. PARENT ASSOCIATION EXPENSE 83,703.

Part XII, Line 4B - Other Adjustments:

SCHOLARSHiPS, FINANCIAL AID AND TUITION REMISSION 4,769,953. FOOD PROGRAM EXPENSES 846,098. Investment Fees 29,941. PARENT ASSOCIATION EXPENSES 83,703.

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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/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/PersonNm0Richard Arney
IRS990/Form990PartVIISectionAGrp/PersonNm1Jim Cavalieri
IRS990/Form990PartVIISectionAGrp/PersonNm2Julia Chin
IRS990/Form990PartVIISectionAGrp/PersonNm3Jessica Dodson
IRS990/Form990PartVIISectionAGrp/PersonNm4Marc Fustein
IRS990/Form990PartVIISectionAGrp/PersonNm5Gary Hall
IRS990/Form990PartVIISectionAGrp/PersonNm6Vangeria Harvey
IRS990/Form990PartVIISectionAGrp/PersonNm7Rachelle Hebrard
IRS990/Form990PartVIISectionAGrp/PersonNm8Wanda M Holland Greene
IRS990/Form990PartVIISectionAGrp/PersonNm9Dan Kammen
IRS990/Form990PartVIISectionAGrp/PersonNm10Rosanna Mucetti
IRS990/Form990PartVIISectionAGrp/PersonNm11Bill Newell
IRS990/Form990PartVIISectionAGrp/PersonNm12Michael O'Sullivan
IRS990/Form990PartVIISectionAGrp/PersonNm13Tejal Patel
IRS990/Form990PartVIISectionAGrp/PersonNm14Tim Ripsteen
IRS990/Form990PartVIISectionAGrp/PersonNm15Sonya Schroeder
IRS990/Form990PartVIISectionAGrp/PersonNm16Martha Sellers
IRS990/Form990PartVIISectionAGrp/PersonNm17Peter Smith
IRS990/Form990PartVIISectionAGrp/PersonNm18Terry Tao
IRS990/Form990PartVIISectionAGrp/PersonNm19Scott Verges
IRS990/Form990PartVIISectionAGrp/PersonNm20Edie Zusman
IRS990/Form990PartVIISectionAGrp/PersonNm21Charlie Baxter
IRS990/Form990PartVIISectionAGrp/PersonNm22Crystal Land
IRS990/Form990PartVIISectionAGrp/PersonNm23Dennis Malone
IRS990/Form990PartVIISectionAGrp/PersonNm24Christian Donovan
IRS990/Form990PartVIISectionAGrp/PersonNm25Linda Hoopes
IRS990/Form990PartVIISectionAGrp/PersonNm26Mantra Robinson
IRS990/Form990PartVIISectionAGrp/PersonNm27Carl Thiermann
IRS990/Form990PartVIISectionAGrp/PersonNm28Lea Van Ness
IRS990/Form990PartVIISectionAGrp/PersonNm29Catherine Augus
IRS990/Form990PartVIISectionAGrp/PersonNm30Michelle Frazier
IRS990/Form990PartVIISectionAGrp/PersonNm31Maziar Tafreshinejad
IRS990/Form990PartVIISectionAGrp/PersonNm32Saya McKenna
IRS990/Form990PartVIISectionAGrp/PersonNm33Robert Lake
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Parents Assoc President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Co-Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Asst Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chair Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Alumni Council Pres
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Asst Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt18Co-Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt19Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt20Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt21Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt22Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt23Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt24Dir of Admissions & Financial Aid
IRS990/Form990PartVIISectionAGrp/TitleTxt25Middle School Head
IRS990/Form990PartVIISectionAGrp/TitleTxt26Dir of Advancement
IRS990/Form990PartVIISectionAGrp/TitleTxt27Upper School Head
IRS990/Form990PartVIISectionAGrp/TitleTxt28Lower School Head
IRS990/Form990PartVIISectionAGrp/TitleTxt29Dir of College Counseling
IRS990/Form990PartVIISectionAGrp/TitleTxt30Dir of Programs
IRS990/Form990PartVIISectionAGrp/TitleTxt31Dir of Technology
IRS990/Form990PartVIISectionAGrp/TitleTxt32Asst Upper School Head
IRS990/Form990PartVIISectionAGrp/TitleTxt33Former Head of School
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01887
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/GamingActivitiesInd00
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IRS990/GrantToRelatedPersonInd00
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06147006
IRS990/GrossReceiptsAmt043850962
IRS990/GrossRentsGrp/RealAmt0117125

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$181$80.5$101$54.9$48.1$6.80
2023Summary only. Only limited summary data is available for this year.$165$73.1$91.5$47.2$43.9$3.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$143$57.6$85.8$47.7$41.9$5.80
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$140$55.4$84.4$50.7$38.8$11.9
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$132$56.6$75.1$42.7$38.7$3.94
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$128$56.7$71.0$43.6$38.0$5.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$119$54.3$64.8$39.1$35.8$3.33
2017Detailed filing. Detailed filing data is available for this year.$114$53.7$60.7$38.1$35.0$3.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$111$52.9$57.8$34.1$33.7$0.39
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$44.4$57.8$32.5$32.1$0.46
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$43.9$57.3$30.7$30.8$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.6$43.2$55.3$29.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.4$28.9$53.6$27.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.9$25.6$55.3$24.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.4$25.5$51.8$23.3
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $100M-$250M nonprofits