Civic Intelligence

Tax-Aid

990 • Fiscal year 2017 • EIN 94-3062518

May 01, 2016 to Apr 30, 2017 • Filed on Aug 24, 2017

Organization ProfileWWW.TAX-AID.ORG
55 New Montgomery StreetSan Francisco, CA 94105

(415) 229-9239

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-50%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$115,222

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 53.9% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Flat

$308,815

Flat from 2017

Net Assets

Flat

$306,177

Flat from 2017

Liabilities

Flat

$2,638

Flat from 2017

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin8th percentile

Revenue

Flat

$213,663

Flat from 2017

Expenses

Flat

$320,510

Flat from 2017

Net Income

Flat

-$106,847

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2010: $180,812Liabilities 2010: $3,886Net Assets 2010: $176,9262010Assets 2011: $211,566Liabilities 2011: $7,423Net Assets 2011: $204,1432011Assets 2012: $266,980Liabilities 2012: $5,039Net Assets 2012: $261,9412012Assets 2013: $196,702Liabilities 2013: $5,222Net Assets 2013: $191,4802013Assets 2014: $294,095Liabilities 2014: $5,224Net Assets 2014: $288,8712014Assets 2015: $442,412Liabilities 2015: $2,782Net Assets 2015: $439,6302015Assets 2016: $419,587Liabilities 2016: $6,112Net Assets 2016: $413,4752016Assets 2017: $308,815Liabilities 2017: $2,638Net Assets 2017: $306,1772017Assets 2017: $308,815Liabilities 2017: $2,638Net Assets 2017: $306,1772017Assets 2018: $294,773Liabilities 2018: $2,685Net Assets 2018: $292,0882018Assets 2019: $268,715Liabilities 2019: -$2,885Net Assets 2019: $271,6002019Assets 2020: $414,485Liabilities 2020: $36,769Net Assets 2020: $377,7162020Assets 2021: $371,598Liabilities 2021: $41,364Net Assets 2021: $330,2342021Assets 2022: $606,649Liabilities 2022: $6,204Net Assets 2022: $600,4452022Assets 2023: $662,540Liabilities 2023: $10,052Net Assets 2023: $652,4882023Assets 2025: $619,801Liabilities 2025: $1,037Net Assets 2025: $618,7642025

Highlighted filing

2017

Assets$308,815
Liabilities$2,638
Net Assets$306,177
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $221,6532010Expenses 2011: $230,7402011Expenses 2012: $324,5222012Expenses 2013: $338,4752013Revenue 2014: $435,013Expenses 2014: $337,622Net Income 2014: $97,3912014Revenue 2015: $485,448Expenses 2015: $334,689Net Income 2015: $150,7592015Revenue 2016: $324,853Expenses 2016: $351,008Net Income 2016: -$26,1552016Revenue 2017: $213,663Expenses 2017: $320,510Net Income 2017: -$106,8472017Revenue 2017: $213,663Expenses 2017: $320,510Net Income 2017: -$106,8472017Revenue 2018: $289,830Expenses 2018: $295,355Net Income 2018: -$5,5252018Revenue 2019: $324,726Expenses 2019: $344,625Net Income 2019: -$19,8992019Revenue 2020: $473,585Expenses 2020: $366,355Net Income 2020: $107,2302020Revenue 2021: $321,353Expenses 2021: $413,364Net Income 2021: -$92,0112021Revenue 2022: $726,092Expenses 2022: $455,881Net Income 2022: $270,2112022Revenue 2023: $499,313Expenses 2023: $447,175Net Income 2023: $52,1382023Revenue 2025: $569,299Expenses 2025: $529,129Net Income 2025: $40,1702025

Highlighted filing

2017

Revenue$213,663
Expenses$320,510
Net Income-$106,847
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Aug 24, 2017
Return Version
2016v3.0
Gross Receipts
$213,705
Mission and Program Overview

Mission

To assist low-income taxpayers with preparation of their income tax returns; all services provided without charge.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$365,821$271,813▼ $94,008
Land, Buildings, and Equipment, Net$37,284$20,057▼ $17,227
Cash and Non-Interest-Bearing Accounts$11,688$12,889▲ $1,201
Accounts Receivable-$0-
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$419,587$308,815▼ $110,772
Other Assets Total$4,794$4,056▼ $738
Liabilities
Accounts Payable and Accrued Expenses$6,112$2,638▼ $3,474
Total Liabilities$6,112$2,638▼ $3,474
Net Assets / Fund Balance
Unrestricted Net Assets$413,475$306,177▼ $107,298
Total Net Assets Fund Balance$413,475$306,177▼ $107,298
Total Liabilities and Net Assets / Fund Balance$419,587$308,815▼ $110,772

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$11,448$118,066$129,514
Equipment$8,609$28,869$37,478
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jill SturmExec DirectorFT$115,222$115,222

Board Members and Trustees

NameTitle
Eric HoedtChairman
Rob MasseyPresident
David AugustineDirector
Jacquelene BishopDirector
Jesse LloydDirector
Linda MontgomeryDirector
Cynthia RowlandSecretary
Elizabeth CapenerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$211,236
Program Service Revenue
$0
Investment Income
$1,639
Other Revenue
$788
All Other Contributions
$211,236
Change in Net Assets
$-106,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$200,067
Other Expenses$120,443
Total Fundraising Expense$23,632
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$108,037$70,023$22,007$200,067
Office Expenses$3,830$34,471-$38,301
Depreciation Depletion$27,018--$27,018
Fees for Services Accounting-$8,192-$8,192
Information Technology$6,073--$6,073
Other Expenses$5,405-$1,625$5,405
Insurance$1,551$2,334-$3,885
Advertising$3,339--$3,339
Conferences and Meetings$304--$304
Total Functional Expenses$181,858$115,020$23,632$320,510
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
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
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, Line 11B: Form 990 Review Process

“An electronic version of form 990 (fye 4/30/17) was provided to all board members for review and comment prior to the filing deadline and prior to filing.”

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

“*1* conflicts of interest are discussed at the annual meeting. All board members indicate real or potential conflicts in writing on the disclosure form circulated at the annual meeting.*2* whistle blower policy is included in director written policies.*3* document retention & destruction policy includes tax-aid operating documents and confidential client tax return data.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Board officers (uncompensated volunteers) reviewed local industry data in arriving at compensation for all employees and independent contractors.”

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

“990 returns are available on guidestar.org. Other governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Tax-aid
EIN
94-3062518
Phone
4152299239
Address
55 NEW MONTGOMERY STREET, SAN FRANCISCO, CA 94105

Signing Officer

Name
Robert Massey
Title
President
Signed
2017-08-24
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
847

Preparer

Firm
Linda G Montgomery CPA
Address
One Hallidie Plaza 888, San Francisco, CA 94102-2882
Preparer
Linda G Montgomery
Phone
4159579396
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Fixed asset adjustments = -$451”

Raw XML AppendixShowing 400 of 443 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/Desc0**IN 2017, OVER 6,700 HOURS OF VOLUNTEER TIME WAS CONTRIBUTED TO ACCOMPLISHING TAX-AID'S MISSION.**837 TAX-AID VOLUNTEERS PREPARED 2016 FEDERAL & STATE INCOME TAX RETURNS FOR 3,035 LOW-INCOME TAXPAYERS AT 28 LOCATIONS IN THE SAN FRANCISCO BAY AREA GENERATING TAX REFUNDS OF $2,878,743.
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IRS990/OtherExpensesGrp/Desc0SITE/VOLUNTEER EXPENSES
IRS990/OtherExpensesGrp/Desc1CONTRACTORS/TEMPORARY HELP
IRS990/OtherExpensesGrp/Desc2PRINTING/PUBLICATIONS
IRS990/OtherExpensesGrp/FundraisingAmt01625
IRS990/OtherExpensesGrp/ProgramServicesAmt017938
IRS990/OtherExpensesGrp/ProgramServicesAmt18363
IRS990/OtherExpensesGrp/ProgramServicesAmt25405
IRS990/OtherExpensesGrp/TotalAmt017938
IRS990/OtherExpensesGrp/TotalAmt19988
IRS990/OtherExpensesGrp/TotalAmt25405
IRS990/OtherRevenueMiscGrp/BusinessCd0541200
IRS990/OtherRevenueMiscGrp/Desc0WAGE SUBSIDY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0788
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0788
IRS990/OtherRevenueTotalAmt0788
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0**TAX-AID'S ONGOING FINANCIAL COACHING PROGRAM PROVIDES VOLUNTEER COACHES TO HELP CLIENTS WITH LOW INCOME TO IDENTIFY AND REACH A SELF-DIRECTED FINANCIAL GOAL OF INCREASING SAVINGS, REDUCING DEBT OR INPROVING CREDIT SCORE OVER A PERIOD OF 6 MONTHS. OVER 14 CLIENTS HAVE BEEN COACHED SINCE THE PROGRAM INCEPTION IN 2012.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04857
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0317633
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01442
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0155973
IRS990/PYOtherRevenueAmt05778
IRS990/PYRevenuesLessExpensesAmt0-26155
IRS990/PYSalariesCompEmpBnftPaidAmt0195035
IRS990/PYTotalExpensesAmt0351008
IRS990/PYTotalRevenueAmt0324853
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-106847
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0365821
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0271813
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0211292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0301678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0477084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0414873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0257868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01662795
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0788
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt05778
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt07276
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt015980
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt09678
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt039500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01625
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0278
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0468
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04901
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99710
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt01702295
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0212080
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0307456
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0484360
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0430853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0267546
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01702295
IRS990ScheduleA/TotalSupportAmt01707196
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt08609
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028869
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt037478
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011448
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0118066
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0129514
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020057
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ELECTRONIC VERSION OF FORM 990 (FYE 4/30/17) WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE FILING DEADLINE AND PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1*1* CONFLICTS OF INTEREST ARE DISCUSSED AT THE ANNUAL MEETING. ALL BOARD MEMBERS INDICATE REAL OR POTENTIAL CONFLICTS IN WRITING ON THE DISCLOSURE FORM CIRCULATED AT THE ANNUAL MEETING.*2* WHISTLE BLOWER POLICY IS INCLUDED IN DIRECTOR WRITTEN POLICIES.*3* DOCUMENT RETENTION & DESTRUCTION POLICY INCLUDES TAX-AID OPERATING DOCUMENTS AND CONFIDENTIAL CLIENT TAX RETURN DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OFFICERS (UNCOMPENSATED VOLUNTEERS) REVIEWED LOCAL INDUSTRY DATA IN ARRIVING AT COMPENSATION FOR ALL EMPLOYEES AND INDEPENDENT CONTRACTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 RETURNS ARE AVAILABLE ON GUIDESTAR.ORG. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIXED ASSET ADJUSTMENTS = -$451
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0419587
IRS990/TotalAssetsEOYAmt0308815
IRS990/TotalAssetsGrp/BOYAmt0419587
IRS990/TotalAssetsGrp/EOYAmt0308815
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0211236
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt023632
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0115020
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0181858
IRS990/TotalFunctionalExpensesGrp/TotalAmt0320510
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06112
IRS990/TotalLiabilitiesEOYAmt02638
IRS990/TotalLiabilitiesGrp/BOYAmt06112
IRS990/TotalLiabilitiesGrp/EOYAmt02638
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0413475
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0306177
IRS990/TotalProgramServiceExpensesAmt0181858
IRS990/TotalProgramServiceRevenueAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$308,815
Liabilities
$2,638
Net assets
$306,177
Revenue
$213,663
Expenses
$320,510
Net income
-$106,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.01$6.19$5.69$5.29$0.40
2023Summary only. Only limited summary data is available for this year.$6.63$0.10$6.52$4.99$4.47$0.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.06$6.00$7.26$4.56$2.70
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.41$3.30$3.21$4.13$0.92
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.37$3.78$4.74$3.66$1.07
2019Summary only. Only limited summary data is available for this year.$2.69$0.03$2.72$3.25$3.45$0.20
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.03$2.92$2.90$2.95$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.09$0.03$3.06$2.14$3.21$1.07
2017Summary only. Only limited summary data is available for this year.$3.09$0.03$3.06$2.14$3.21$1.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.06$4.13$3.25$3.51$0.26
2015Summary only. Only limited summary data is available for this year.$4.42$0.03$4.40$4.85$3.35$1.51
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.05$2.89$4.35$3.38$0.97
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.05$1.91$3.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.05$2.62$3.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.07$2.04$2.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.04$1.77$2.22