Civic Intelligence

Tacoma Lutheran Retirement Community

990 • Fiscal year 2016 • EIN 94-3031579

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 13, 2017

1301 N Highlands ParkwayTacoma, WA 98406-2116

(253) 752-7112

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

61st percentile

5.7%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

72nd percentile

8.9%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

110%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$5,252,370

Up $429,108 (+8.9%) from 2015

Net Assets

Up

$5,252,370

Up $429,108 (+8.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$1,761,643

Up $924,217 (+110%) from 2015

Expenses

Up

$1,661,940

Up $829,324 (+100%) from 2015

Net Income

Up

$99,703

Up $94,893 (+1973%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,366,240Liabilities 2010: $0Net Assets 2010: $3,366,2402010Assets 2011: $3,533,686Liabilities 2011: $0Net Assets 2011: $3,533,6862011Assets 2012: $3,984,175Liabilities 2012: $0Net Assets 2012: $3,984,1752012Assets 2013: $5,790,980Liabilities 2013: $0Net Assets 2013: $5,790,9802013Assets 2014: $4,893,876Liabilities 2014: $0Net Assets 2014: $4,893,8762014Assets 2015: $4,823,262Liabilities 2015: $0Net Assets 2015: $4,823,2622015Assets 2016: $5,252,370Liabilities 2016: $0Net Assets 2016: $5,252,3702016Assets 2017: $5,313,779Liabilities 2017: $0Net Assets 2017: $5,313,7792017Assets 2018: $5,089,847Liabilities 2018: $0Net Assets 2018: $5,089,8472018Assets 2019: $5,907,191Liabilities 2019: $0Net Assets 2019: $5,907,1912019Assets 2020: $6,596,754Liabilities 2020: $0Net Assets 2020: $6,596,7542020Assets 2021: $7,240,853Liabilities 2021: $0Net Assets 2021: $7,240,8532021Assets 2022: $6,125,063Liabilities 2022: $0Net Assets 2022: $6,125,0632022Assets 2023: $7,030,422Liabilities 2023: $0Net Assets 2023: $7,030,4222023Assets 2024: $7,806,108Liabilities 2024: $0Net Assets 2024: $7,806,1082024

Highlighted filing

2016

Assets$5,252,370
Liabilities$0
Net Assets$5,252,370

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $424,6582010Expenses 2011: $401,7592011Expenses 2012: $415,2122012Revenue 2013: $2,374,559Expenses 2013: $627,184Net Income 2013: $1,747,3752013Revenue 2014: $985,453Expenses 2014: $1,881,920Net Income 2014: -$896,4672014Revenue 2015: $837,426Expenses 2015: $832,616Net Income 2015: $4,8102015Revenue 2016: $1,761,643Expenses 2016: $1,661,940Net Income 2016: $99,7032016Revenue 2017: $275,009Expenses 2017: $508,708Net Income 2017: -$233,6992017Revenue 2018: $669,462Expenses 2018: $367,824Net Income 2018: $301,6382018Revenue 2019: $637,055Expenses 2019: $505,242Net Income 2019: $131,8132019Revenue 2020: $532,208Expenses 2020: $418,780Net Income 2020: $113,4282020Revenue 2021: $786,058Expenses 2021: $392,310Net Income 2021: $393,7482021Revenue 2022: $472,622Expenses 2022: $596,237Net Income 2022: -$123,6152022Revenue 2023: $981,611Expenses 2023: $1,133,684Net Income 2023: -$152,0732023Revenue 2024: $662,339Expenses 2024: $488,366Net Income 2024: $173,9732024

Highlighted filing

2016

Revenue$1,761,643
Expenses$1,661,940
Net Income$99,703
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 13, 2017
Return Version
2016v3.0
Gross Receipts
$4,018,478
Mission and Program Overview

Mission

To enable tacoma lutheran home & retirement community ("tlrc") to enhance services to the elderly.

To enable tacoma lutheran retirement community to enhance services to the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,669,117$5,093,200▲ $424,083
Total Assets$4,823,262$5,252,370▲ $429,108
Other Assets Total$154,145$159,170▲ $5,025
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,320,840$3,580,847▲ $260,007
Permanently Rstr Net Assets$1,014,640$1,037,295▲ $22,655
Temporarily Rstr Net Assets$487,782$634,228▲ $146,446
Total Net Assets Fund Balance$4,823,262$5,252,370▲ $429,108
Total Liabilities and Net Assets / Fund Balance$4,823,262$5,252,370▲ $429,108

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,160,347$296,712▲ $138,015$-212,881$4,382,193
2015$4,286,675$246,027▲ $33,582$-405,934$4,160,347
2014$3,845,652$618,234▲ $154,448$-331,659$4,286,675
2013$3,380,584$648,814▲ $160,699$-344,445$3,845,652
2012$3,185,398$364,138▲ $129,234$-298,186$3,380,584
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dave DompierChair
Marc StreleskiVice Chair
Al OlsonTrustee
Beverly McconaghyTrustee
Bruce ArneklevTrustee
Cathy KosteleckyTrustee
Dick BeesonTrustee
Hon Kathryn J NelsonTrustee
Janet MonroeTrustee
Jeanne KeithTrustee
Lisa TaylorTrustee
Shannon Bell-petersonTrustee
Sue ManiatisTrustee
Troy JohnsonTrustee
Don R LloydAdvisory Committee
Eileen S PetersonAdvisory Committee
J David SnowAdvisory Committee
Jonathan EdmondsAdvisory Committee
Paul EllingsonAdvisory Committee
Pastor Richard TietjenEx Officio
Paul M UpgrandeEx Officio
Char LeoneSecretary
Karla MclaneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,648,620
Program Service Revenue
$0
Investment Income
$113,023
Other Revenue
$0
All Other Contributions
$1,577,898
Change in Net Assets
$99,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,413,822
Salaries, Compensation, and Employee Benefits$184,887
Other Expenses$63,231
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,413,822--$1,413,822
Other Salaries and Wages$116,926$29,232-$146,158
Other Employee Benefits$22,043$5,511-$27,554
Advertising$23,671--$23,671
Payroll Taxes$8,940$2,235-$11,175
Office Expenses$9,642--$9,642
Fees for Services Management-$7,671-$7,671
Other Expenses$5,575--$5,575
Travel$2,210--$2,210
Conferences and Meetings$2,190--$2,190
Total Functional Expenses$1,617,291$44,649$0$1,661,940
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tacoman Lutheran Home & Retirement CommunityTacoma, WA-The Amount of Contributions Received as Restricted Gifts That Were Released From Restrictions in the Current Year and Transferred to the Tacoma Lutheran Home & Retirement Community for Their Designated Purposes.$1,413,822
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 form 990 is reviewed and approved by the members of the board of governors at a board meeting prior to filing.

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

Officers and directors sign a conflict of interest document annually.

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

Compensation for foundation employees is determined based on annual salary surveys.

Form 990, Part VI, Section C, Line 19

The foundation's financial information and policies are available to the public on the foundation's website.

Filing and Contact Details

Filer

Filer Name
Tacoma Lutheran Home Foundation
EIN
94-3031579
Phone
2537527112
Address
1301 N HIGHLANDS PARKWAY, TACOMA, WA 98406-2116

Signing Officer

Name
Paul Opgrande
Title
President/CEO
Phone
2537527112
Signed
2017-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Mcfeely
Formed
1986
Legal Domicile
Wa
Voting Board Members
16
Independent Board Members
16
Employees
3
Volunteers
50

Preparer

Firm
Johnson Stone & Pagano Ps
Address
1501 REGENTS BLVD SUITE 100, FIRCREST, WA 98466
Preparer
Michael Mccrabb
Phone
2535667070
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Transfer of net assets 299,384.

FORM 990, PART XII, LINE 2C:

This process has not changed from the prior year.

Raw XML AppendixShowing 400 of 562 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/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16ADVISORY COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17ADVISORY COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18ADVISORY COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19ADVISORY COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20ADVISORY COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt22EX OFFICIO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0719
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt01413822
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01413822
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01413822
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02257554
IRS990/GrossReceiptsAmt04018478
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0112304
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0112304
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04669117
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05093200
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02256835
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENABLE THE TACOMA LUTHERAN RETIREMENT COMMUNITY TO ENHANCE SERVICES TO THE ELDERLY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04823262
IRS990/NetAssetsOrFundBalancesEOYAmt05252370
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0719
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0719
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt030021
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt09642
IRS990/OfficeExpensesGrp/TotalAmt09642
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0154145
IRS990/OtherAssetsTotalGrp/EOYAmt0159170
IRS990/OtherChangesInNetAssetsAmt0299384
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05511
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt022043
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027554
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1DATA PROCESSING
IRS990/OtherExpensesGrp/ProgramServicesAmt012272
IRS990/OtherExpensesGrp/ProgramServicesAmt15575
IRS990/OtherExpensesGrp/TotalAmt012272
IRS990/OtherExpensesGrp/TotalAmt15575
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt029232
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0116926
IRS990/OtherSalariesAndWagesGrp/TotalAmt0146158
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02235
IRS990/PayrollTaxesGrp/ProgramServicesAmt08940
IRS990/PayrollTaxesGrp/TotalAmt011175
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01014640
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01037295
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KEVIN MCFEELY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0740053
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0582162
IRS990/PYInvestmentIncomeAmt097373
IRS990/PYOtherExpensesAmt094937
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04810
IRS990/PYSalariesCompEmpBnftPaidAmt0155517
IRS990/PYTotalExpensesAmt0832616
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0837426
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt099703
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt070722
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0910963214
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01413822
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TACOMA LUTHERAN HOME
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01413822
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.76330
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04160347
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0296712
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04382193
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0138015
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-212881
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04286675
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0246027
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04160347
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt033582
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-405934
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03845652
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0618234
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04286675
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0154448
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-331659
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03380584
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0648814
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03845652

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.66$0.49$0.17
2023Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.98$1.13$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.47$0.60$0.12
2021Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.79$0.39$0.39
2020Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.53$0.42$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.64$0.51$0.13
2018Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.67$0.37$0.30
2017Summary only. Only limited summary data is available for this year.$5.31$0.00$5.31$0.28$0.51$0.23
2016Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$1.76$1.66$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.84$0.83$0.00
2014Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.99$1.88$0.90
2013Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$2.37$0.63$1.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.98$0.00$3.98$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.00$3.53$0.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.00$3.37$0.42