Civic Intelligence

Santa Clara Methodist Retirement Foundation Inc.

990 • Fiscal year 2023 • EIN 94-2205588

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 03, 2023

890 Main StSanta Clara, CA 95050

(408) 374-9511

Siviq Scores

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

Liabilities / Assets

77th percentile

0.56x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

2.88x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

22nd percentile

-7.3%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$260,487

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

2nd percentile

-21%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

5.5%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Down

$36,263,030

Down $9,905,164 (-21%) from 2022

Net Assets

Down

$16,076,601

Down $669,315 (-4.0%) from 2022

Liabilities

Down

$20,186,429

Down $9,235,849 (-31%) from 2022

Revenue

Up

$7,012,376

Up $363,968 (+5.5%) from 2022

Expenses

Up

$7,522,945

Up $553,211 (+7.9%) from 2022

Net Income

Down

-$510,569

Down $189,243 (-59%) from 2022

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $8,597,353Liabilities 2010: $3,972,737Net Assets 2010: $4,624,6162010Assets 2011: $8,985,853Liabilities 2011: $3,553,946Net Assets 2011: $5,431,9072011Assets 2012: $9,055,052Liabilities 2012: $3,227,865Net Assets 2012: $5,827,1872012Assets 2013: $9,229,387Liabilities 2013: $2,476,567Net Assets 2013: $6,752,8202013Assets 2014: $10,269,648Liabilities 2014: $2,195,913Net Assets 2014: $8,073,7352014Assets 2015: $10,568,680Liabilities 2015: $1,867,466Net Assets 2015: $8,701,2142015Assets 2016: $11,140,236Liabilities 2016: $1,424,954Net Assets 2016: $9,715,2822016Assets 2017: $13,310,658Liabilities 2017: $1,251,300Net Assets 2017: $12,059,3582017Assets 2018: $14,593,096Liabilities 2018: $728,346Net Assets 2018: $13,864,7502018Assets 2019: $15,460,013Liabilities 2019: $276,166Net Assets 2019: $15,183,8472019Assets 2020: $37,829,071Liabilities 2020: $21,731,788Net Assets 2020: $16,097,2832020Assets 2021: $39,983,720Liabilities 2021: $22,286,792Net Assets 2021: $17,696,9282021Assets 2022: $46,168,194Liabilities 2022: $29,422,278Net Assets 2022: $16,745,9162022Assets 2023: $36,263,030Liabilities 2023: $20,186,429Net Assets 2023: $16,076,6012023Assets 2024: $36,872,594Liabilities 2024: $20,478,242Net Assets 2024: $16,394,3522024

Highlighted filing

2023

Assets$36,263,030
Liabilities$20,186,429
Net Assets$16,076,601

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,679,2722010Revenue 2011: $4,364,958Expenses 2011: $3,750,665Net Income 2011: $614,2932011Revenue 2012: $4,322,344Expenses 2012: $3,778,493Net Income 2012: $543,8512012Expenses 2013: $3,794,0312013Revenue 2014: $4,989,039Expenses 2014: $3,859,111Net Income 2014: $1,129,9282014Revenue 2015: $4,972,214Expenses 2015: $4,104,132Net Income 2015: $868,0822015Revenue 2016: $5,698,011Expenses 2016: $4,517,756Net Income 2016: $1,180,2552016Revenue 2017: $7,912,682Expenses 2017: $5,914,038Net Income 2017: $1,998,6442017Revenue 2018: $6,826,030Expenses 2018: $5,172,141Net Income 2018: $1,653,8892018Revenue 2019: $6,687,090Expenses 2019: $5,367,192Net Income 2019: $1,319,8982019Revenue 2020: $6,403,870Expenses 2020: $5,571,970Net Income 2020: $831,9002020Revenue 2021: $6,625,297Expenses 2021: $6,041,816Net Income 2021: $583,4812021Revenue 2022: $6,648,408Expenses 2022: $6,969,734Net Income 2022: -$321,3262022Revenue 2023: $7,012,376Expenses 2023: $7,522,945Net Income 2023: -$510,5692023Revenue 2024: $7,116,281Expenses 2024: $6,798,530Net Income 2024: $317,7512024

Highlighted filing

2023

Revenue$7,012,376
Expenses$7,522,945
Net Income-$510,569
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$12,049,257
Mission and Program Overview

Mission

To provide innovative affordable housing and services to low income seniors in santa clara county so people in this community can live their entire lives with safety, dignity and respect.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$28,799,162$29,619,354▲ $820,192
Investments in Publicly Traded Securities$5,153,657--
Savings and Temporary Cash Investments$9,055,595$2,973,851▼ $6,081,744
Cash and Non-Interest-Bearing Accounts$1,355,388$1,522,785▲ $167,397
Prepaid Expenses and Deferred Charges$40,582$30,534▼ $10,048
Accounts Receivable$2,415$65▼ $2,350
Total Assets$46,168,194$36,263,030▼ $9,905,164
Other Assets Total$1,761,395$2,116,441▲ $355,046
Liabilities
Mortgage Notes Payable Secured by Investment Property$28,963,036$19,690,367▼ $9,272,669
Accounts Payable and Accrued Expenses$385,816$422,250▲ $36,434
Other Liabilities$73,426$73,812▲ $386
Total Liabilities$29,422,278$20,186,429▼ $9,235,849
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,745,916$16,076,601▼ $669,315
Total Net Assets Fund Balance$16,745,916$16,076,601▼ $669,315
Total Liabilities and Net Assets / Fund Balance$46,168,194$36,263,030▼ $9,905,164

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,694,325$10,507,547$28,201,872
Land$7,035,355-$7,035,355
Other Land Buildings$3,578,720$1,222,375$4,801,095
Equipment$1,310,954$1,948,591$3,259,545
Other Assets Org$285,571--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Priscilla J HaynesExecutive DirectorFT$208,723$51,764$260,487
Lisa FlohrDirector of FinanceFT$124,451$42,989$167,440
Kathy BettsDirector of OperationsFT$144,100$21,407$165,507
Christine NguyenFacilities & It DirectorFT$116,430$28,211$144,641
Christina PiexotoAcct. ManagerFT$117,717$20,270$137,987

Board Members and Trustees

NameTitle
Walter Joe CampbellPresident
Rev Ouk-yean Kim JuengVice President
Alena SchultzDirector
Cynthia RovnaghiDirector
Dawn MacdonaldDirector
Lyena SolomonDirector
Rev B Christopher SandersDirector
Robert HatchettDirector
Diana LoveladySecretary
Robert BogdanoffTreasurer (until 9/30/22)
Revenue and Support

Revenue Composition

Contributions and Grants
$5,446,957
Program Service Revenue
$1,461,246
Investment Income
$104,173
Other Revenue
$0
All Other Contributions
$8,300
Change in Net Assets
$-510,569
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,896,445
Salaries, Compensation, and Employee Benefits$1,621,500
Grants and Similar Amounts Paid$5,000
Total Fundraising Expense$2,524
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,306,517$145,169-$1,451,686
Interest$1,029,729$114,414-$1,144,143
Occupancy$823,817$91,535-$915,352
Other Salaries and Wages$703,432$78,159-$781,591
Fees for Services Other$580,929$64,547-$645,476
Current Officers, Directors, Trustees, and Key Employees$45,473$409,250-$454,723
Insurance$386,825$42,981-$429,806
Office Expenses$310,197--$310,197
Other Employee Benefits$154,015--$154,015
Information Technology$123,945$13,772-$137,717
Payroll Taxes$116,257$12,917-$129,174
Pension Plan Contributions$101,997--$101,997
Fees for Services Accounting-$61,100-$61,100
Conferences and Meetings$29,214$3,245-$32,459
All Other Expenses$4,111$4,892$2,524$11,527
Other Expenses$9,578$1,065-$10,643
Grants to Domestic Orgs$5,000--$5,000
Fees for Services Legal-$4,132-$4,132
Advertising$902$100-$1,002
Fees for Service Investment Mgmnt Fees-$182-$182
Total Functional Expenses$6,430,749$1,089,672$2,524$7,522,945
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

Other Reported Liabilities

LiabilityAmount
Security Deposits$73,812
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The finance committee is tasked by the board of directors with the responsibiility for reviewing the irs form 990 in detail and for making a reccomendation to the full board for approval of the form 990. A copy of the form 990 is available to all board members at the board meeting for review, prior to accepting the finance committee's recommendation. The form 990 is filed upon action by the board of directors approving the finance committee's recommendation.

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

Each board member, officer, committee member, and foundation member is required to immediately disclose the existence and circumstances of potential conflict of interest transaction in writing. The person involved must refrain from attempting to influence others and must physically excuse himself/herself from any discussions about the transaction. Futhermore, each board member, officer, committee member, and foundation member is required to acknowledge, not less than annually, that he or she has read and is in compliance with the conflict of interest policy. This form is available for public consideration.

Form 990, Part VI, Section B, Line 15A

The board administration and personnel committee reviews and recommends to the board, the executive compensation, based on performance, seniority, importance of position to the organization, and comparability data within industry standards. The executive is not present for or included in these discussions.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Santa Clara Methodist Retirement
EIN
94-2205588
Phone
4083749511
Address
890 MAIN ST, SANTA CLARA, CA 95050

Signing Officer

Name
Priscilla J Haynes
Title
Executive Director
Phone
4083749511
Signed
2023-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Priscilla J Haynes
Formed
1965
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
33
Volunteers
11

Preparer

Firm
Baker Tilly US Llp
Address
18500 VON KARMAN AVE 10TH FLOOR, IRVINE, CA 92612
Preparer
Brian Yacker
Phone
9492222999
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization did not change its oversight process or selection process during the tax year.

FORM 990, PART XII, LINE 3B:

Santa clara methodist retirement foundation, inc. Does not undergo a single audit but the single member llc does.

Financial Statement Notes

PART X, LINE 2:

Santa clara methodist retirement foundation, inc. And its subsidiary have been granted tax exempt status under section 501(c)(3) by the internal revenue service (irs) and under section 23701d by the california franchise tax board. Accordingly, no provision has been made for such taxes in accompanying financial statements. Each year, management considers whether any material tax position the organization has taken is more likely than not to be sustained upon examination by the applicable taxing authority. Management believes that any positions the organization has taken are supported by substantial authority and, hence, do not need to be measured or disclosed in these financial statements.

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IRS990/ActivityOrMissionDesc0TO PROVIDE INNOVATIVE AFFORDABLE HOUSING AND SERVICES TO LOW INCOME SENIORS IN SANTA CLARA COUNTY SO PEOPLE IN THIS COMMUNITY CAN LIVE THEIR ENTIRE LIVES WITH SAFETY, DIGNITY AND RESPECT.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3FACILITIES & IT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4ACCT. MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER (UNTIL 9/30/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/FormationYr01965
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt062021
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
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IRS990/GrantAmt05000
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/InsuranceGrp/ManagementAndGeneralAmt042981
IRS990/InsuranceGrp/ProgramServicesAmt0386825
IRS990/InsuranceGrp/TotalAmt0429806
IRS990/InterestGrp/ManagementAndGeneralAmt0114414
IRS990/InterestGrp/ProgramServicesAmt01029729
IRS990/InterestGrp/TotalAmt01144143
IRS990/InvestmentIncomeGrp/ExclusionAmt042152
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042152
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE INNOVATIVE AFFORDABLE HOUSING AND SERVICES TO LOW INCOME SENIORS IN SANTA CLARA COUNTY SO PEOPLE IN THIS COMMUNITY CAN LIVE THEIR ENTIRE LIVES WITH SAFETY, DIGNITY AND RESPECT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt028963036
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt019690367
IRS990/NetAssetsOrFundBalancesBOYAmt016745916
IRS990/NetAssetsOrFundBalancesEOYAmt016076601
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt062021
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt062021
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-158746
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016745916
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt016076601
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt091535
IRS990/OccupancyGrp/ProgramServicesAmt0823817
IRS990/OccupancyGrp/TotalAmt0915352
IRS990/OfficeExpensesGrp/ProgramServicesAmt0310197
IRS990/OfficeExpensesGrp/TotalAmt0310197
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01761395
IRS990/OtherAssetsTotalGrp/EOYAmt02116441
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0154015
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0154015
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1TENANT SERVICES
IRS990/OtherExpensesGrp/Desc2TAXES AND LICENSES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040363
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11849
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21065
IRS990/OtherExpensesGrp/ProgramServicesAmt0363262
IRS990/OtherExpensesGrp/ProgramServicesAmt1318905
IRS990/OtherExpensesGrp/ProgramServicesAmt216644
IRS990/OtherExpensesGrp/ProgramServicesAmt39578
IRS990/OtherExpensesGrp/TotalAmt0403625
IRS990/OtherExpensesGrp/TotalAmt1318905
IRS990/OtherExpensesGrp/TotalAmt218493
IRS990/OtherExpensesGrp/TotalAmt310643
IRS990/OtherLiabilitiesGrp/BOYAmt073426
IRS990/OtherLiabilitiesGrp/EOYAmt073812
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt078159
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0703432
IRS990/OtherSalariesAndWagesGrp/TotalAmt0781591
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012917
IRS990/PayrollTaxesGrp/ProgramServicesAmt0116257
IRS990/PayrollTaxesGrp/TotalAmt0129174
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0101997
IRS990/PensionPlanContributionsGrp/TotalAmt0101997
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt040582
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030534
IRS990/PrincipalOfficerNm0PRISCILLA J HAYNES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0LOW INCOME HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01461246
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01461246
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05165690
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt015000
IRS990/PYInvestmentIncomeAmt0-315025
IRS990/PYOtherExpensesAmt05443905
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01797743
IRS990/PYRevenuesLessExpensesAmt0-321326
IRS990/PYSalariesCompEmpBnftPaidAmt01510829
IRS990/PYTotalExpensesAmt06969734
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06648408
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-510569
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01461246
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09055595
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02973851
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01300
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01530
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt02830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05446957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05165690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04809709
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04606895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04585152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024614403
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt042152
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0213268
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0119043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0124068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0223135
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0721666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01461246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01797743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01633665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01669850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01928747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08491251
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt042152
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0213268
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0119043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0124068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0223135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0721666
IRS990ScheduleA/InvestmentIncomeCYPct00.02130
IRS990ScheduleA/InvestmentIncomePYPct00.02550
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97860
IRS990ScheduleA/PublicSupportPY509Pct00.97440
IRS990ScheduleA/PublicSupportTotal509Amt033102824
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01300
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01530
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02830
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06908203
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06963433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06443374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06276745
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06513899
IRS990ScheduleA/Total509Grp/TotalAmt033105654
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06950355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07176701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06562417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06400813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06737034
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt033827320
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.9$20.5$16.4$7.12$6.80$0.32
2023Detailed filing. Detailed filing data is available for this year.$36.3$20.2$16.1$7.01$7.52$0.51
2022Detailed filing. Detailed filing data is available for this year.$46.2$29.4$16.7$6.65$6.97$0.32
2021Detailed filing. Detailed filing data is available for this year.$40.0$22.3$17.7$6.63$6.04$0.58
2020Detailed filing. Detailed filing data is available for this year.$37.8$21.7$16.1$6.40$5.57$0.83
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.28$15.2$6.69$5.37$1.32
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.73$13.9$6.83$5.17$1.65
2017Detailed filing. Detailed filing data is available for this year.$13.3$1.25$12.1$7.91$5.91$2.00
2016Detailed filing. Detailed filing data is available for this year.$11.1$1.42$9.72$5.70$4.52$1.18
2015Detailed filing. Detailed filing data is available for this year.$10.6$1.87$8.70$4.97$4.10$0.87
2014Detailed filing. Detailed filing data is available for this year.$10.3$2.20$8.07$4.99$3.86$1.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.23$2.48$6.75$3.79
2012Summary only. Only limited summary data is available for this year.$9.06$3.23$5.83$4.32$3.78$0.54
2011Summary only. Only limited summary data is available for this year.$8.99$3.55$5.43$4.36$3.75$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.60$3.97$4.62$3.68