Civic Intelligence

Ballet San Jose Silicon Valley

990 • Fiscal year 2014 • EIN 94-2894849

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

Organization ProfileWWW.BALLETSJ.ORG
PO Box 166695109-1666

(408) 288-2820

Siviq Scores

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

Liabilities / Assets

100th percentile

15.27x

Higher debt load relative to assets than 100% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

85th percentile

1.04x

Higher debt load relative to revenue than 85% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

7th percentile

-41%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

87th percentile

$168,497

Higher top officer pay than 87% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

2nd percentile

-50%

Faster asset growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-19%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$308,716

Down $306,905 (-50%) from 2013

Net Assets

Down

-$4,404,488

Down $1,865,343 (-73%) from 2013

Liabilities

Up

$4,713,204

Up $1,558,438 (+49%) from 2013

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin7th percentile

Revenue

Down

$4,550,104

Down $1,035,620 (-19%) from 2013

Expenses

Up

$6,434,531

Up $95,835 (+1.5%) from 2013

Net Income

Down

-$1,884,427

Down $1,131,455 (-150%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$5.0M$0-$5.0MAssets 2010: $1,340,671Liabilities 2010: $3,089,807Net Assets 2010: -$1,749,1362010Assets 2011: $1,390,440Liabilities 2011: $2,055,935Net Assets 2011: -$665,4952011Assets 2012: $947,894Liabilities 2012: $2,744,915Net Assets 2012: -$1,797,0212012Assets 2013: $615,621Liabilities 2013: $3,154,766Net Assets 2013: -$2,539,1452013Assets 2014: $308,716Liabilities 2014: $4,713,204Net Assets 2014: -$4,404,4882014

Highlighted filing

2014

Assets$308,716
Liabilities$4,713,204
Net Assets-$4,404,488
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $8,269,1012010Revenue 2011: $7,479,897Expenses 2011: $6,411,270Net Income 2011: $1,068,6272011Expenses 2012: $5,540,7682012Revenue 2013: $5,585,724Expenses 2013: $6,338,696Net Income 2013: -$752,9722013Revenue 2014: $4,550,104Expenses 2014: $6,434,531Net Income 2014: -$1,884,4272014

Highlighted filing

2014

Revenue$4,550,104
Expenses$6,434,531
Net Income-$1,884,427
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$4,913,813
Mission and Program Overview

Mission

The mission of ballet san jose is to provide our audiences with professional ballet performances that are produced to the highest artistic standard, which contribute to the cultural needs of the community, and that are accessible to the broadest possible audience. Ballet san jose silicon valley is committed to providing interactive arts education for children, youth and adults through its ballet school and outreach programs, focusing on both professional training and on general community enrichment.

Contribute to the cultural life of the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$1,517,833$1,517,833→ $0
Land, Buildings, and Equipment, Net$372,459$226,743▼ $145,716
Prepaid Expenses and Deferred Charges$24,082$54,937▲ $30,855
Investments in Publicly Traded Securities$52,171$0▼ $52,171
Inventories for Sale or Use$23,972$15,860▼ $8,112
Accounts Receivable$16,149$12,574▼ $3,575
Pledges and Grants Receivable$12,825$2,500▼ $10,325
Cash and Non-Interest-Bearing Accounts$53,940$-29,657▼ $83,597
Total Assets$615,621$308,716▼ $306,905
Other Assets Total$60,023$25,759▼ $34,264
Liabilities
Accounts Payable and Accrued Expenses$1,210,866$2,607,594▲ $1,396,728
Deferred Revenue$223,077$275,079▲ $52,002
Other Liabilities$202,990$212,698▲ $9,708
Grants Payable$0$100,000▲ $100,000
Total Liabilities$3,154,766$4,713,204▲ $1,558,438
Net Assets / Fund Balance
Permanently Rstr Net Assets$298,306$298,306→ $0
Temporarily Rstr Net Assets$93,693$0▼ $93,693
Unrestricted Net Assets$-2,931,144$-4,702,794▼ $1,771,650
Total Net Assets Fund Balance$-2,539,145$-4,404,488▼ $1,865,343
Total Liabilities and Net Assets / Fund Balance$615,621$308,716▼ $306,905

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$226,743$2,211,791$2,438,534
Other Assets Org$25,759--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$294,796---$294,796
2012$300,772-▲ $240$6,216$294,796
2011$315,269-▼ $14,497-$300,772
2010$305,942-▲ $10,086$759$315,269
2009$152,604$145,702▲ $10,301$2,665$305,942
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie ZieselFormer Executive DirectorFT$159,269$9,228$168,497

Board Members and Trustees

NameTitle
Millicent PowersBoard Chair
Agatha LuczoDirector
Elizabeth StriebeckDirector
Hideko SakamotoDirector
Jacob NeilsenDirector
Mark PolomDirector
Saska AdamsDirector
Susan LeeDirector
Vijay TellaDirector
Vivienne HsuDirector
Kathryn KolderSecretary
Gareth KeaneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,463,555
Program Service Revenue
$1,970,936
Investment Income
$23
Other Revenue
$115,590
All Other Contributions
$2,323,705
Change in Net Assets
$-1,884,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,905,272
Other Expenses$2,429,259
Total Fundraising Expense$315,423
Grants and Similar Amounts Paid$100,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,544,346$58,157$60,605$2,663,108
Other Employee Benefits$779,419$27,438$1,324$808,181
Occupancy$334,993$17,652$7,845$360,490
Fees for Services Other$114,338$15,785$225,000$355,123
Payroll Taxes$260,936$8,708$5,070$274,714
All Other Expenses$214,349-$6,013$220,362
Current Officers, Directors, Trustees, and Key Employees-$159,269-$159,269
Advertising$147,118--$147,118
Depreciation Depletion$130,622$14,401$693$145,716
Travel$121,863$3,947$3,976$129,786
Grants to Domestic Orgs$100,000--$100,000
Other Expenses$67,371$139,435-$67,371
Office Expenses$27,463$26,216$3,954$57,633
Insurance$45,749$2,229$943$48,921
Interest-$47,969-$47,969
Fees for Services Management$80$19,706-$19,786
Fees for Services Legal$4,310$12,495-$16,805
Total Functional Expenses$5,565,701$553,407$315,423$6,434,531
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
13-1882106-501 C(3)Program Support.$100,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$420,024
Fundraising Direct Expenses$335,718
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$474,374$420,024$307,158$112,866
Total Events$474,374$420,024$335,718$84,306
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
Loans from Officers, Directors, Trustees, and Key Employees$1,517,833$1,517,833→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest Payable$166,693
Dancer Transition Fund$46,005
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
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 A, Line 2

“John fry, the chairman of the board, is the ceo of fry's electronics and kathryn kolder, the director of the board, is the executive vp of fry's electronics.”

Form 990, Part VI, Section B, Line 11

“The management of ballet san jose reviews the 990 in detail and recommends the approval of the 990 to the members of the board.”

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

“The conflict of interest policy is passed out once a year at a board meeting and the forms are collected where a trustee indicates if they have a conflict of interest. Starting in fiscal year 09/10,officers, trustees and key employees will be required to review and sign the conflict of interest policy annually. Conflict of interest are discussed when necessary.”

Form 990, Part VI, Section B, Line 15

“The artistic director and executive director's compensations were discussed and approved by the board of directors. Going forward, compensation studies will be conducted.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

EIN
94-2894849
Phone
4082882820

Signing Officer

Name
Jacquie Meyer
Title
Admin and Finance Mgr
Phone
4082882820
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacquie Meyers
Formed
1983
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
310
Volunteers
0

Preparer

Preparer
Edward M Fahey
Phone
4157774488
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“$70,000 of the permanent endowment fund is required to be held by the school indefinitely, with interest earned available for scholarships. $50,000 of the betts cartwright memorial scholarship endowment fund shall never be accessed for scholarship distribution. Investment earnings on the $50,000 principal are restricted for ballet scholarship awards. As for the silicon valley arts fund, it is intended to help insure that the cultural orgainzations will be capable of providing in perpetuity cultural programming, consisting of among others, artistic performance, exhibitions and educational opportunities of the highest possible excellence in their respective fields.”

Raw XML AppendixShowing 400 of 601 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/Desc0ARTISTIC PROGRAMMING FOR 2013-2014 FISCAL YEAR BEGAN WITH A GALA HELD IN NOVEMBER TO CELEBRATE THE NEWLY APPOINTED ARTISTIC DIRECTOR, JOSE MANUEL CARRENO. PERFORMERS FROM NEW YORK CITY BALLET, AMERICAN BALLET THEATER, BOSTON BALLET AND SAN FRANCISCO BALLET DANCED IN HONOR OF THEIR FRIEND, JOSE CARRENO. THE SEASON BEGAN WITH NUTCRACKER IN DECEMBER - 13 SHOWS WERE HELD AT THE CENTER FOR PERFORMING ARTS IN SAN JOSE. THE REPERTORY SEASON HAD THREE PROGRAMS, NEOCLASSICAL TO NOW, WHICH FEATURED WORKS BY BALANCHINE, ELO AND NAHARIN. THE SECOND PROGRAM, POPULAR MUSIC TRANSCENDENT DANCING FEATURED LOCAL PREMIERS BY PERRY, RHODEN, NEBRADA AND TAYLOR. THE THIRD AND FINAL PROGRAM FEATURED CARMEN AND IN THE UPPER ROOM. CARMEN SAW A RETURN TO THE STAGE BY JOSE CARRENO AND IN THE UPPER ROOM FINISHED OFF THE PROGRAM TO STANDING OVATIONS.
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IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt01517833
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt01517833
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF BALLET SAN JOSE IS TO PROVIDE OUR AUDIENCES WITH PROFESSIONAL BALLET PERFORMANCES THAT ARE PRODUCED TO THE HIGHEST ARTISTIC STANDARD, WHICH CONTRIBUTE TO THE CULTURAL NEEDS OF THE COMMUNITY, AND THAT ARE ACCESSIBLE TO THE BROADEST POSSIBLE AUDIENCE. BALLET SAN JOSE SILICON VALLEY IS COMMITTED TO PROVIDING INTERACTIVE ARTS EDUCATION FOR CHILDREN, YOUTH AND ADULTS THROUGH ITS BALLET SCHOOL AND OUTREACH PROGRAMS, FOCUSING ON BOTH PROFESSIONAL TRAINING AND ON GENERAL COMMUNITY ENRICHMENT.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt029440
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IRS990/OccupancyGrp/TotalAmt0360490
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IRS990/OfficeExpensesGrp/ProgramServicesAmt027463
IRS990/OfficeExpensesGrp/TotalAmt057633
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt025759
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01324
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027438
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0779419
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0808181
IRS990/OtherExpensesGrp/Desc0PRODUCTION EXPENSE
IRS990/OtherExpensesGrp/Desc1BANK AND FINANCE CHARGE
IRS990/OtherExpensesGrp/Desc2BOX OFFICE
IRS990/OtherExpensesGrp/Desc3SCHOOL EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0139435
IRS990/OtherExpensesGrp/ProgramServicesAmt0602772
IRS990/OtherExpensesGrp/ProgramServicesAmt169972
IRS990/OtherExpensesGrp/ProgramServicesAmt267371
IRS990/OtherExpensesGrp/TotalAmt0602772
IRS990/OtherExpensesGrp/TotalAmt1139435
IRS990/OtherExpensesGrp/TotalAmt269972
IRS990/OtherExpensesGrp/TotalAmt367371
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IRS990/OtherLiabilitiesGrp/EOYAmt0212698
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IRS990/OtherRevenueTotalAmt01844
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt060605
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt058157
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02544346
IRS990/OtherSalariesAndWagesGrp/TotalAmt02663108
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05070
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08708
IRS990/PayrollTaxesGrp/ProgramServicesAmt0260936
IRS990/PayrollTaxesGrp/TotalAmt0274714
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0298306
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0298306
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt012825
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02500
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024082
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt054937
IRS990/PrincipalOfficerNm0JACQUIE MEYERS
IRS990/PriorPeriodAdjustmentsAmt010805
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1711120
IRS990/ProgramServiceRevenueGrp/BusinessCd2711120
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IRS990/ProgramServiceRevenueGrp/BusinessCd4711120
IRS990/ProgramServiceRevenueGrp/Desc0SINGLE TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc1TUITION/REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc2SUBSCRIPTION TICKETS
IRS990/ProgramServiceRevenueGrp/Desc3BOX OFFICE INCOME
IRS990/ProgramServiceRevenueGrp/Desc4AUDITION INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0902571
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1787600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2188236
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt387689
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt44840
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0902571
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1787600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2188236
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt387689
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44840
IRS990/ProgSrvcAccomActy2Grp/Desc0TRAINING - ESTABLISHED IN 1966, BALLET SAN JOSE SCHOOL IS THE OFFICIAL SCHOOL OF THE BALLET SAN JOSE COMPANY. THE SCHOOL IS AN AMERICAN BALLET THEATER CERTIFIED SCHOOL AND TEACHES THAT CURRICULUM TO ITS 400 PLUS STUDENTS. STUDENTS WERE ALSO GIVEN THE OPPORTUNITY TO PERFORM WITH THE COMPANY IN THE NUTCRACKER. THE SCHOOL IS LEAD BY DIRECTOR DALIA RAWSON AND THE TEACHERS ARE PART OF THE BALLET SAN JOSE ARTISTIC STAFF AND CURRENT AND FORMER BALLET SAN JOSE COMPANY MEMBERS. CLASSES ARE HELD FOR AGES 3 THRU ADULT AND PROVIDES YEAR ROUND CLASSES FROM PRIMARY TO PRE-PROFESSIONAL. THERE IS ALSO A TRAINEE PROGRAM, WHICH GIVES STUDENTS THE OPPORTUNITY TO TRAIN WITH THE COMPANY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0649935
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0817040
IRS990/ProgSrvcAccomActy3Grp/Desc0GRANT TO AMERICAN BALLET THEATER FOR PROGRAM SUPPORT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0100000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0100000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03714646
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt02128143
IRS990/PYOtherRevenueAmt010019
IRS990/PYProgramServiceRevenueAmt01860814
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IRS990/PYSalariesCompEmpBnftPaidAmt04210553
IRS990/PYTotalExpensesAmt06338696
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05585724
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1884427
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04924211
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017541788
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$308,716
Liabilities
$4,713,204
Net assets
-$4,404,488
Revenue
$4,550,104
Expenses
$6,434,531
Net income
-$1,884,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.31$4.71$4.40$4.55$6.43$1.88
2013Summary only. Only limited summary data is available for this year.$0.62$3.15$2.54$5.59$6.34$0.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$2.74$1.80$5.54
2011Summary only. Only limited summary data is available for this year.$1.39$2.06$0.67$7.48$6.41$1.07
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$3.09$1.75$8.27