Civic Intelligence

Auction Napa Valley

990 • Fiscal year 2016 • EIN 94-2702203

Dec 01, 2015 to Nov 30, 2016 • Filed on Aug 04, 2017

Organization Profilewww.auctionnapavalley.org
PO Box 141St Helena, CA 94574

(707) 963-3388

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

19th percentile

-8.1%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

4th percentile

-18%

Faster asset growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$7,659,265

Down $1,708,327 (-18%) from 2015

Net Assets

Down

$7,625,500

Down $994,329 (-12%) from 2015

Liabilities

Down

$33,765

Down $713,998 (-95%) from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin19th percentile

Revenue

Down

$12,205,979

Down $1,882,412 (-13%) from 2015

Expenses

Down

$13,200,308

Down $976,404 (-6.9%) from 2015

Net Income

Down

-$994,329

Down $906,008 (-1026%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $10,489,335Liabilities 2010: $4,917,339Net Assets 2010: $5,571,9962010Assets 2011: $9,920,979Liabilities 2011: $4,781,201Net Assets 2011: $5,139,7782011Assets 2012: $7,942,422Liabilities 2012: $1,949,835Net Assets 2012: $5,992,5872012Assets 2013: $15,393,110Liabilities 2013: $3,727,568Net Assets 2013: $11,665,5422013Assets 2014: $8,864,173Liabilities 2014: $156,023Net Assets 2014: $8,708,1502014Assets 2015: $9,367,592Liabilities 2015: $747,763Net Assets 2015: $8,619,8292015Assets 2016: $7,659,265Liabilities 2016: $33,765Net Assets 2016: $7,625,5002016Assets 2017: $7,893,060Liabilities 2017: $76,658Net Assets 2017: $7,816,4022017Assets 2018: $8,326,855Liabilities 2018: $362,507Net Assets 2018: $7,964,3482018Assets 2019: $8,138,437Liabilities 2019: $604,598Net Assets 2019: $7,533,8392019Assets 2020: $6,152,922Liabilities 2020: $341,169Net Assets 2020: $5,811,7532020Assets 2021: $5,104,156Liabilities 2021: $400,484Net Assets 2021: $4,703,6722021Assets 2022: $6,959,686Liabilities 2022: $590,707Net Assets 2022: $6,368,9792022Assets 2023: $4,770,227Liabilities 2023: $354,149Net Assets 2023: $4,416,0782023Assets 2024: $5,821,502Liabilities 2024: $1,317,454Net Assets 2024: $4,504,0482024

Highlighted filing

2016

Assets$7,659,265
Liabilities$33,765
Net Assets$7,625,500
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

$20M$10M$0-$10MExpenses 2010: $7,333,1272010Revenue 2011: $6,737,875Expenses 2011: $7,170,093Net Income 2011: -$432,2182011Expenses 2012: $6,589,3472012Revenue 2013: $14,360,281Expenses 2013: $8,687,326Net Income 2013: $5,672,9552013Revenue 2014: $16,217,612Expenses 2014: $19,175,004Net Income 2014: -$2,957,3922014Revenue 2015: $14,088,391Expenses 2015: $14,176,712Net Income 2015: -$88,3212015Revenue 2016: $12,205,979Expenses 2016: $13,200,308Net Income 2016: -$994,3292016Revenue 2017: $13,908,112Expenses 2017: $13,717,210Net Income 2017: $190,9022017Revenue 2018: $11,872,100Expenses 2018: $11,724,154Net Income 2018: $147,9462018Revenue 2019: $10,891,182Expenses 2019: $11,321,691Net Income 2019: -$430,5092019Revenue 2020: -$123,281Expenses 2020: $1,598,805Net Income 2020: -$1,722,0862020Revenue 2021: -$154,788Expenses 2021: $953,293Net Income 2021: -$1,108,0812021Revenue 2022: $4,276,758Expenses 2022: $2,611,451Net Income 2022: $1,665,3072022Revenue 2023: $4,413,681Expenses 2023: $6,366,582Net Income 2023: -$1,952,9012023Revenue 2024: $4,896,624Expenses 2024: $4,808,654Net Income 2024: $87,9702024

Highlighted filing

2016

Revenue$12,205,979
Expenses$13,200,308
Net Income-$994,329
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Aug 4, 2017
Return Version
2015v3.0
Gross Receipts
$16,486,704
Mission and Program Overview

Mission

To utilize the worldwide reputation of Napa Valley wines to enhance the well-being of the Napa County Community.

Auction Napa Valley raises funds which are granted to the Napa Valley Vintners Healthy Community Fund, a supporting organization, to distribute to local nonprofit charities according to the Organization's giving guidelines.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,098,675$3,153,869▲ $55,194
Savings and Temporary Cash Investments$2,082,815$2,265,354▲ $182,539
Cash and Non-Interest-Bearing Accounts$2,411,456$2,015,986▼ $395,470
Investments in Publicly Traded Securities$819,038$0▼ $819,038
Accounts Receivable$831,601$106,359▼ $725,242
Prepaid Expenses and Deferred Charges$55,705$87,633▲ $31,928
Intangible Assets$68,302$30,064▼ $38,238
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-
Inventories for Sale or Use-$0-
Total Assets$9,367,592$7,659,265▼ $1,708,327
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$742,763$23,765▼ $718,998
Deferred Revenue$5,000$10,000▲ $5,000
Total Liabilities$747,763$33,765▼ $713,998
Net Assets / Fund Balance
Unrestricted Net Assets$8,619,829$7,625,500▼ $994,329
Total Net Assets Fund Balance$8,619,829$7,625,500▼ $994,329
Total Liabilities and Net Assets / Fund Balance$9,367,592$7,659,265▼ $1,708,327

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,785,768$388,900$2,174,668
Land$955,374-$955,374
Other Land Buildings$412,727$253,482$666,209

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$819,038--$819,038-
2014-$819,038--$819,038
2013$2,628,383----
2012$991,000$1,637,383--$2,628,383
2011$2,061$988,939--$991,000
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Emma SwainChair
Michael HonigVice-Chair
Carol Kingery RitterDirector
Darioush KhalediDirector
David ButlerDirector
David DuncanDirector
David PearsonDirector
Ed MatovcikDirector
Hailey TrefethenDirector
Pat StotesberyDirector
Peter McCreaDirector
Russ WeisDirector
Susan BoswellDirector
Paul LearySec/Treas

Highest Paid Contractors

ContractorServicesLocationCompensation
MeadowoodFacilities900 Meadowood Lane, St Helena, CA 94574$582,321
Delicate ProductionsAudio & Lighting874 Verdulera St, Camarillo, CA 93010$329,599
Iconic Event StudioEvent Production1861 Sunset Plaza Dr, Los Angeles, CA 90069$221,288
Classic Party RentalsEquipment rental745 Skyway Court, Napa, CA 94558$186,458
Island Creative ManagemewntLighting service712 Bancroft Road 506, Walnut Creek, CA 94598$145,092
Revenue and Support

Revenue Composition

Contributions and Grants
$12,198,312
Program Service Revenue
$0
Investment Income
$7,667
Other Revenue
$0
All Other Contributions
$639,189
Change in Net Assets
$-994,329

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table318$3,743,636Retail Value
Securities Publicly Traded3$1,465,232-
Other Non Cash Contri Table9$185,800Retail Value
Food Inventory8$30,500Retail Value
Total Noncash Contributions338$5,425,168-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,206,699
Revenue Not Reported on Financial Statements
$-720
Revenue Not Reported on Form 990
$4,019,674
Other Revenue Adjustments
$-720
Total Revenue per Audited Statements
$16,226,373
Total Revenue per Form 990
$12,205,979
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,000,000
Other Expenses$200,308
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,000,000--$13,000,000
Depreciation Depletion-$169,812-$169,812
Fees for Services Other-$158,679-$158,679
Insurance-$45,920-$45,920
Fees for Services Accounting-$33,734-$33,734
Fees for Services Legal-$6,028-$6,028
Office Expenses-$1,630-$1,630
Conferences and Meetings-$1,079-$1,079
Other Expenses-$-89,144-$-89,144
All Other Expenses-$-180,508-$-180,508
Total Functional Expenses$13,000,000$200,308$0$13,200,308

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$17,220,702
Expenses per Audited Statements$13,200,308
Total Expenses per Form 990$13,200,308
Expenses Not Reported on Form 990$4,020,394
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
NV Healthy Community FundSt Helena, CA501(c)(3)Provide community grants$13,000,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,019,674
Fundraising Gross Income$4,019,674
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Auction$15,578,797$4,019,674$2,609,001$1,410,673
Total Events$15,578,797$4,019,674$4,019,674-
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
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“The organization reimburses the Napa Valley Vintners (NVV), a 501(c)(6) exempt organization, for staff expenses. NVV employs the staff that oversees day-to-day operations and the annual special event that the organization operates. The organization reimburses the NVV for its share of employee salaries and related costs.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 was reviewed by the organization's senior financial executive and a sub-committee of the board of directors prior to filing.”

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

“Board members are required to complete a conflict of interest questionnaire annually. Any identified conflicts of interest are then reviewed by the Board of Directors. Any conflicts that come to the attention of the Board at any time during regularly scheduled board meetings are also addressed at such meetings.”

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

“Governance documents, policies, conflict of interest statements and financial statements are available to the public at the organization's office.”

Form 990, Part VI, Lines 13 & 15

“The organization has no employees. As a result, a whistleblower policy and a compensation review and approval policy are not applicable.”

Filing and Contact Details

Filer

Filer Name
Auction Napa Valley
EIN
94-2702203
Phone
7079633388
Address
PO Box 141, St Helena, CA 94574

Signing Officer

Name
Michael Honig
Title
Board Chair
Signed
2017-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Honig
Formed
1980
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
450

Preparer

Firm
Brotemarkle Davis & Co LLP
Address
899 ADAMS ST STE H, SAINT HELENA, CA 94574-1160
Preparer
Guy W Carl
Phone
7079634466
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Special Event expenses $4019674”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Special Event expenses $4019674 Loss on sale of securities $720”

Raw XML AppendixShowing 400 of 685 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/Form990PartVIISectionAGrp/PersonNm0Peter McCrea
IRS990/Form990PartVIISectionAGrp/PersonNm1David Pearson
IRS990/Form990PartVIISectionAGrp/PersonNm2David Duncan
IRS990/Form990PartVIISectionAGrp/PersonNm3Paul Leary
IRS990/Form990PartVIISectionAGrp/PersonNm4Michael Honig
IRS990/Form990PartVIISectionAGrp/PersonNm5Hailey Trefethen
IRS990/Form990PartVIISectionAGrp/PersonNm6Pat Stotesbery
IRS990/Form990PartVIISectionAGrp/PersonNm7Susan Boswell
IRS990/Form990PartVIISectionAGrp/PersonNm8David Butler
IRS990/Form990PartVIISectionAGrp/PersonNm9Ed Matovcik
IRS990/Form990PartVIISectionAGrp/PersonNm10Emma Swain
IRS990/Form990PartVIISectionAGrp/PersonNm11Darioush Khaledi
IRS990/Form990PartVIISectionAGrp/PersonNm12Carol Kingery Ritter
IRS990/Form990PartVIISectionAGrp/PersonNm13Russ Weis
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Sec/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt011559123
IRS990/FundraisingDirectExpensesAmt04019674
IRS990/FundraisingGrossIncomeAmt04019674
IRS990/GainOrLossGrp/SecuritiesAmt0-720
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt013000000
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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0260331
IRS990/GrossReceiptsAmt016486704
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IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt045920
IRS990/InsuranceGrp/TotalAmt045920
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IRS990/IntangibleAssetsGrp/EOYAmt030064
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08387
IRS990/InvestmentInJointVentureInd0false
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0642382
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03098675
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03153869
IRS990/LandBldgEquipCostOrOtherBssAmt03796251
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0261051
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To utilize the worldwide reputation of Napa Valley wines to enhance the well-being of the Napa County Community.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt08619829
IRS990/NetAssetsOrFundBalancesEOYAmt07625500
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-720
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-720
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt05425168
IRS990/NondeductibleContributionsInd0false
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01630
IRS990/OfficeExpensesGrp/TotalAmt01630
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Taxes and Licenses
IRS990/OtherExpensesGrp/Desc1Misellaneous
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Allocated to Affiliate
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027713
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113680
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt211685
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-89144
IRS990/OtherExpensesGrp/TotalAmt027713
IRS990/OtherExpensesGrp/TotalAmt113680
IRS990/OtherExpensesGrp/TotalAmt211685
IRS990/OtherExpensesGrp/TotalAmt3-89144
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt055705
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt087633
IRS990/PrincipalOfficerNm0Michael Honig
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt014080692
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt014000000
IRS990/PYInvestmentIncomeAmt07699
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IRS990/PYOtherExpensesAmt0176712
IRS990/PYRevenuesLessExpensesAmt0-88321
IRS990/PYTotalExpensesAmt014176712
IRS990/PYTotalRevenueAmt014088391
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt02265354
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014080692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016176863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014066849
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07466074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt063988790
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07408
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt043985
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024858
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02565
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt087203

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,659,265
Liabilities
$33,765
Net assets
$7,625,500
Revenue
$12,205,979
Expenses
$13,200,308
Net income
-$994,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$1.32$4.50$4.90$4.81$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.35$4.42$4.41$6.37$1.95
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.96$0.59$6.37$4.28$2.61$1.67
2021Detailed filing. Detailed filing data is available for this year.$5.10$0.40$4.70$0.15$0.95$1.11
2020Detailed filing. Detailed filing data is available for this year.$6.15$0.34$5.81$0.12$1.60$1.72
2019Detailed filing. Detailed filing data is available for this year.$8.14$0.60$7.53$10.9$11.3$0.43
2018Detailed filing. Detailed filing data is available for this year.$8.33$0.36$7.96$11.9$11.7$0.15
2017Detailed filing. Detailed filing data is available for this year.$7.89$0.08$7.82$13.9$13.7$0.19
2016Detailed filing. Detailed filing data is available for this year.$7.66$0.03$7.63$12.2$13.2$0.99
2015Detailed filing. Detailed filing data is available for this year.$9.37$0.75$8.62$14.1$14.2$0.09
2014Detailed filing. Detailed filing data is available for this year.$8.86$0.16$8.71$16.2$19.2$2.96
2013Summary only. Only limited summary data is available for this year.$15.4$3.73$11.7$14.4$8.69$5.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.94$1.95$5.99$6.59
2011Summary only. Only limited summary data is available for this year.$9.92$4.78$5.14$6.74$7.17$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$4.92$5.57$7.33