Civic Intelligence

Respite and Research for Alzheimers Disease

990 • Fiscal year 2020 • EIN 94-2936723

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 17, 2021

2380 Enborg LaneSan Jose, CA 95128

(408) 279-7515

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.12x

Higher debt load relative to assets than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.23x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

43rd percentile

2.1%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

85th percentile

$158,462

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

60th percentile

11%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$4,767,888

Up $462,340 (+11%) from 2019

Net Assets

Up

$4,214,053

Up $80,680 (+2.0%) from 2019

Liabilities

Up

$553,835

Up $381,660 (+222%) from 2019

Revenue

Down

$2,456,134

Down $293,203 (-11%) from 2019

Expenses

Up

$2,405,171

Up $40,829 (+1.7%) from 2019

Net Income

Down

$50,963

Down $334,032 (-87%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,587,228Liabilities 2011: $122,817Net Assets 2011: $3,464,4112011Assets 2012: $3,111,094Liabilities 2012: $162,559Net Assets 2012: $2,948,5352012Assets 2013: $2,899,072Liabilities 2013: $131,636Net Assets 2013: $2,767,4362013Assets 2014: $2,910,821Liabilities 2014: $117,194Net Assets 2014: $2,793,6272014Assets 2015: $3,098,637Liabilities 2015: $140,468Net Assets 2015: $2,958,1692015Assets 2016: $3,294,911Liabilities 2016: $139,426Net Assets 2016: $3,155,4852016Assets 2017: $3,641,739Liabilities 2017: $173,493Net Assets 2017: $3,468,2462017Assets 2018: $3,835,876Liabilities 2018: $160,300Net Assets 2018: $3,675,5762018Assets 2019: $4,305,548Liabilities 2019: $172,175Net Assets 2019: $4,133,3732019Assets 2020: $4,767,888Liabilities 2020: $553,835Net Assets 2020: $4,214,0532020Assets 2021: $4,827,591Liabilities 2021: $273,115Net Assets 2021: $4,554,4762021Assets 2022: $4,277,390Liabilities 2022: $123,225Net Assets 2022: $4,154,1652022Assets 2023: $4,773,080Liabilities 2023: $248,041Net Assets 2023: $4,525,0392023Assets 2024: $5,165,602Liabilities 2024: $189,716Net Assets 2024: $4,975,8862024

Highlighted filing

2020

Assets$4,767,888
Liabilities$553,835
Net Assets$4,214,053

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,627,353Expenses 2011: $1,775,339Net Income 2011: -$147,9862011Revenue 2012: $1,441,631Expenses 2012: $1,956,676Net Income 2012: -$515,0452012Expenses 2013: $2,107,0892013Revenue 2014: $1,519,224Expenses 2014: $1,607,941Net Income 2014: -$88,7172014Revenue 2015: $1,899,343Expenses 2015: $1,690,141Net Income 2015: $209,2022015Revenue 2016: $1,959,259Expenses 2016: $1,744,589Net Income 2016: $214,6702016Revenue 2017: $2,219,982Expenses 2017: $2,004,825Net Income 2017: $215,1572017Revenue 2018: $2,303,075Expenses 2018: $2,123,850Net Income 2018: $179,2252018Revenue 2019: $2,749,337Expenses 2019: $2,364,342Net Income 2019: $384,9952019Revenue 2020: $2,456,134Expenses 2020: $2,405,171Net Income 2020: $50,9632020Revenue 2021: $1,255,276Expenses 2021: $1,489,615Net Income 2021: -$234,3392021Revenue 2022: $2,326,682Expenses 2022: $2,205,650Net Income 2022: $121,0322022Revenue 2023: $3,020,389Expenses 2023: $2,790,167Net Income 2023: $230,2222023Revenue 2024: $3,402,001Expenses 2024: $3,220,214Net Income 2024: $181,7872024

Highlighted filing

2020

Revenue$2,456,134
Expenses$2,405,171
Net Income$50,963
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 17, 2021
Return Version
2019v5.0
Gross Receipts
$2,481,216
Mission and Program Overview

Mission

To enrich the lives of people affected by alzheimer's and related conditions by providing safe, nurturing, intergenerational services and support.

To enrich the lives of people affected by alzheimer's and related conditions by providing safe, nurturing, intergenerational services and support

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,936,515$2,321,419▲ $384,904
Land, Buildings, and Equipment, Net$1,608,635$1,506,235▼ $102,400
Cash and Non-Interest-Bearing Accounts$533,620$477,664▼ $55,956
Savings and Temporary Cash Investments$15,369$320,148▲ $304,779
Accounts Receivable$91,098$58,757▼ $32,341
Prepaid Expenses and Deferred Charges$30,078$53,149▲ $23,071
Pledges and Grants Receivable$90,233$30,516▼ $59,717
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,305,548$4,767,888▲ $462,340
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable-$340,272-
Accounts Payable and Accrued Expenses$157,422$166,492▲ $9,070
Deferred Revenue$14,753$47,071▲ $32,318
Total Liabilities$172,175$553,835▲ $381,660
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,113,579$4,193,298▲ $79,719
Net Assets With Donor Restrictions$19,794$20,755▲ $961
Total Net Assets Fund Balance$4,133,373$4,214,053▲ $80,680
Total Liabilities and Net Assets / Fund Balance$4,305,548$4,767,888▲ $462,340

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,421,246$584,436$2,005,682
Buildings$48,539$1,199,608$1,248,147
Other Land Buildings$36,450$168,151$204,601
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Maria NicolacoudisExecutive DirectorFT$158,462$158,462

Board Members and Trustees

NameTitle
Marcos HerreraPresident
John Ottoboni EsqVice President
Annie WardDirector
Kevin CucciasDirector
Kimberly MeekDirector
Pam LoneroDirector
Richard EgglestonDirector
Sara JohnsonDirector
Ying LuanDirector
Greg PriceSecretary
James WardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$894,463
Program Service Revenue
$1,311,096
Investment Income
$55,552
Other Revenue
$195,023
All Other Contributions
$687,163
Change in Net Assets
$50,963

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,456,134
Revenue Not Reported on Form 990
$35,277
Total Revenue per Audited Statements
$2,491,411
Total Revenue per Form 990
$2,456,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,776,164
Other Expenses$629,007
Total Fundraising Expense$84,922
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,127,474$107,961$38,441$1,273,876
Other Employee Benefits$212,044$18,657$6,511$237,212
Current Officers, Directors, Trustees, and Key Employees$158,462--$158,462
Depreciation Depletion$116,243$7,759-$124,002
Occupancy$106,188$1,684$722$108,594
Payroll Taxes$95,897$7,949$2,768$106,614
All Other Expenses$52,822$12,575$7,954$73,351
Other Expenses$20,668$1,565$671$22,904
Fees for Service Investment Mgmnt Fees-$18,888-$18,888
Insurance$16,654$1,295$555$18,504
Advertising$12,936$17$147$13,100
Travel$558$21$118$697
Total Functional Expenses$2,081,527$238,722$84,922$2,405,171

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,410,731
Expenses per Audited Statements$2,405,171
Total Expenses per Form 990$2,405,171
Expenses Not Reported on Form 990$5,560
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$69,860
Fundraising Direct Expenses$25,082
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising event$69,860$69,860$25,082$44,778
Total Events$69,860$69,860$25,082$44,778
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 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
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Annie Ward and Jamie Ward are married couple.

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

Form 990 is reviewed for accuracy and completeness by the board of directors. Any questions arising during the review are resolved prior to the filing of the form.

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

A copy of the conflict of interest policy is distributed to the board annually. Board members are required to annually sign a statement which affirms such person:(a) has received a copy of the conflict of interest policy;(b) has read and understands the policy;(c) has agreed to comply with the policy.the member of the board who was determined to have a conflict of interest with regards to a particular transaction is not allowed to vote upon related matters.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The compensation of the executive director is determined based on the comparable market rates in the same geographic area, approved by the board and documented in the minutes.

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

The organization's governing documents and policies are provided upon request. Form 990 and audited financial statements are provided on the organization's website.

Filing and Contact Details

Filer

Filer Name
Hearts & Minds Activity Center
EIN
94-2936723
Phone
4082797515
Address
2380 Enborg Lane, San Jose, CA 95128

Signing Officer

Name
Marcos Herrera
Title
President
Signed
2021-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcos Herrera
Formed
1984
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
49
Volunteers
706

Preparer

Firm
Pfahnl & Hunt Accountancy Corp
Address
333 W Santa Clara St 900, San Jose, CA 95113
Preparer
Joseph W Pfahnl
Phone
4089939494
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination.

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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/PersonNm0Maria Nicolacoudis
IRS990/Form990PartVIISectionAGrp/PersonNm1Marcos Herrera
IRS990/Form990PartVIISectionAGrp/PersonNm2Kevin Cuccias
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IRS990/Form990PartVIISectionAGrp/PersonNm9James Ward
IRS990/Form990PartVIISectionAGrp/PersonNm10Annie Ward
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/InsuranceGrp/FundraisingAmt0555
IRS990/InsuranceGrp/ManagementAndGeneralAmt01295
IRS990/InsuranceGrp/ProgramServicesAmt016654
IRS990/InsuranceGrp/TotalAmt018504
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01936515
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02321419
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt03458430
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ENRICH THE LIVES OF PEOPLE AFFECTED BY ALZHEIMER'S AND RELATED CONDITIONS BY PROVIDING SAFE, NURTURING, INTERGENERATIONAL SERVICES AND SUPPORT
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt04214053
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt044778
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0140405
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0140405
IRS990/NetUnrlzdGainsLossesInvstAmt029717
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04113579
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04193298
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0722
IRS990/OccupancyGrp/ManagementAndGeneralAmt01684
IRS990/OccupancyGrp/ProgramServicesAmt0106188
IRS990/OccupancyGrp/TotalAmt0108594
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06511
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018657
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0212044
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0237212
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3TELEPHONE & INTERNET
IRS990/OtherExpensesGrp/FundraisingAmt011631
IRS990/OtherExpensesGrp/FundraisingAmt115211
IRS990/OtherExpensesGrp/FundraisingAmt2193
IRS990/OtherExpensesGrp/FundraisingAmt3671
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt059902
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1449
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21565
IRS990/OtherExpensesGrp/ProgramServicesAmt060590
IRS990/OtherExpensesGrp/ProgramServicesAmt175671
IRS990/OtherExpensesGrp/ProgramServicesAmt225320
IRS990/OtherExpensesGrp/ProgramServicesAmt320668
IRS990/OtherExpensesGrp/TotalAmt0132123
IRS990/OtherExpensesGrp/TotalAmt190882
IRS990/OtherExpensesGrp/TotalAmt225962
IRS990/OtherExpensesGrp/TotalAmt322904
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
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IRS990/OtherRevenueTotalAmt09840
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt038441
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0107961
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01127474
IRS990/OtherSalariesAndWagesGrp/TotalAmt01273876
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02768
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07949
IRS990/PayrollTaxesGrp/ProgramServicesAmt095897
IRS990/PayrollTaxesGrp/TotalAmt0106614
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt090233
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt030516
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030078
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt053149
IRS990/PrincipalOfficerNm0Marcos Herrera
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Adult Day Care
IRS990/ProgramServiceRevenueGrp/Desc1Child Care
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01138246
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1172850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01138246
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1172850
IRS990/ProgSrvcAccomActy2Grp/Desc0CHILD CARE ACCEPTS CHILDREN FROM TWO TO ENTRY TO FIRST GRADE, AND TAKES A CHILD-CENTERED APPROACH TO LEARNING. INTERGENERATIONAL PROGRAMMING BRINGS TOGETHER YOUNG CHILDREN AND INDIVIDUALS WITH ALZHEIMER'S DISEASE, PROVIDING A THERAPEUTIC AND STIMULATING ENVIRONMENT THAT IS BENEFICIAL FOR BOTH. 36 CLIENTS WERE SERVED DURING THE YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0358636
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0172850
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0795645
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt062034
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0648523
IRS990/PYOtherRevenueAmt0178638
IRS990/PYProgramServiceRevenueAmt01713020
IRS990/PYRevenuesLessExpensesAmt0384995
IRS990/PYSalariesCompEmpBnftPaidAmt01715819
IRS990/PYTotalExpensesAmt02364342
IRS990/PYTotalRevenueAmt02749337
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt050963
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0140405
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01138246
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015369
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0320148
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0894463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0795645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0446320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0561805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0405922
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03104155
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0205797
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0183845
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0184550
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt088681
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt038717
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0701590
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07660496
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.83120
IRS990ScheduleA/PublicSupportTotal170Amt03104155
IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0795645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0446320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0561805
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0405922
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03104155
IRS990ScheduleA/TotalSupportAmt03805745
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.19$4.98$3.40$3.22$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.25$4.53$3.02$2.79$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.12$4.15$2.33$2.21$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$0.27$4.55$1.26$1.49$0.23
2020Detailed filing. Detailed filing data is available for this year.$4.77$0.55$4.21$2.46$2.41$0.05
2019Summary only. Only limited summary data is available for this year.$4.31$0.17$4.13$2.75$2.36$0.38
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.84$0.16$3.68$2.30$2.12$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.17$3.47$2.22$2.00$0.22
2016Detailed filing. Detailed filing data is available for this year.$3.29$0.14$3.16$1.96$1.74$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.10$0.14$2.96$1.90$1.69$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.91$0.12$2.79$1.52$1.61$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.13$2.77$2.11
2012Summary only. Only limited summary data is available for this year.$3.11$0.16$2.95$1.44$1.96$0.52
2011Summary only. Only limited summary data is available for this year.$3.59$0.12$3.46$1.63$1.78$0.15