Civic Intelligence

The Hale Fund

990 • Fiscal year 2019 • EIN 94-3116561

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 26, 2020

PO Box 316Bolinas, CA 94924

(415) 868-0970

Siviq Scores

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

Liabilities / Assets

57th percentile

0.13x

Higher debt load relative to assets than 57% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

95th percentile

4.05x

Higher debt load relative to revenue than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

53rd percentile

4.2%

Higher net margin than 53% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

91st percentile

$213,129

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 145.4% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$4,591,724

Up $817,123 (+22%) from 2018

Net Assets

Up

$3,997,992

Up $226,732 (+6.0%) from 2018

Liabilities

Up

$593,732

Up $590,391 (+17671%) from 2018

Revenue

Down

$146,561

Down $88,828 (-38%) from 2018

Expenses

Down

$140,378

Down $83,995 (-37%) from 2018

Net Income

Down

$6,183

Down $4,833 (-44%) from 2018

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 2010: $0Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $1,318,893Liabilities 2011: $1,306Net Assets 2011: $1,317,5872011Assets 2012: $3,166,942Liabilities 2012: $9,669Net Assets 2012: $3,157,2732012Assets 2013: $3,228,764Liabilities 2013: $0Net Assets 2013: $3,228,7642013Assets 2014: $3,301,216Liabilities 2014: $0Net Assets 2014: $3,301,2162014Assets 2015: $3,212,078Liabilities 2015: $218Net Assets 2015: $3,211,8602015Assets 2016: $3,303,769Liabilities 2016: $3,675Net Assets 2016: $3,300,0942016Assets 2017: $3,649,249Liabilities 2017: $3,075Net Assets 2017: $3,646,1742017Assets 2018: $3,774,601Liabilities 2018: $3,341Net Assets 2018: $3,771,2602018Assets 2019: $4,591,724Liabilities 2019: $593,732Net Assets 2019: $3,997,9922019Assets 2020: $4,598,309Liabilities 2020: $593,055Net Assets 2020: $4,005,2542020Assets 2021: $4,955,616Liabilities 2021: $468,880Net Assets 2021: $4,486,7362021Assets 2022: $4,753,612Liabilities 2022: $243,469Net Assets 2022: $4,510,1432022Assets 2023: $5,288,754Liabilities 2023: $53,472Net Assets 2023: $5,235,2822023Assets 2024: $5,731,883Liabilities 2024: $82,586Net Assets 2024: $5,649,2972024

Highlighted filing

2019

Assets$4,591,724
Liabilities$593,732
Net Assets$3,997,992

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $0Expenses 2010: $0Net Income 2010: $02010Expenses 2011: $5,1912011Expenses 2012: $1,7852012Expenses 2013: $1,3972013Revenue 2014: $34,092Expenses 2014: $1,173Net Income 2014: $32,9192014Revenue 2015: $34,601Expenses 2015: $74,358Net Income 2015: -$39,7572015Revenue 2016: $45,322Expenses 2016: $4,055Net Income 2016: $41,2672016Revenue 2017: $64,559Expenses 2017: $8,810Net Income 2017: $55,7492017Revenue 2018: $235,389Expenses 2018: $224,373Net Income 2018: $11,0162018Revenue 2019: $146,561Expenses 2019: $140,378Net Income 2019: $6,1832019Revenue 2020: $233,069Expenses 2020: $178,051Net Income 2020: $55,0182020Revenue 2021: $325,511Expenses 2021: $3,060Net Income 2021: $322,4512021Revenue 2022: $712,232Expenses 2022: $3,110Net Income 2022: $709,1222022Revenue 2023: $411,721Expenses 2023: $84,613Net Income 2023: $327,1082023Revenue 2024: $184,507Expenses 2024: $178,100Net Income 2024: $6,4072024

Highlighted filing

2019

Revenue$146,561
Expenses$140,378
Net Income$6,183
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 26, 2020
Return Version
2018v3.1
Gross Receipts
$960,393
Mission and Program Overview

Mission

Benefit and support other non-profit public charities, including commonweal.

Benefit and support other non-profit public charities, including commonweal, which contribute to the health of individuals, public health and global environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,453,544$3,665,706▲ $212,162
Investments Other Securities$196,922$881,435▲ $684,513
Savings and Temporary Cash Investments$114,304$33,946▼ $80,358
Cash and Non-Interest-Bearing Accounts-$0-
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 Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,774,601$4,591,724▲ $817,123
Other Assets Total$9,831$10,637▲ $806
Liabilities
Other Liabilities-$590,000-
Accounts Payable and Accrued Expenses$3,341$3,732▲ $391
Total Liabilities$3,341$593,732▲ $590,391
Net Assets / Fund Balance
Unrestricted Net Assets$3,771,260$3,997,992▲ $226,732
Total Net Assets Fund Balance$3,771,260$3,997,992▲ $226,732
Total Liabilities and Net Assets / Fund Balance$3,774,601$4,591,724▲ $817,123
Compensation and Service Providers

Employees

NameTitleOtherTotal
Vanessa MarcotteCFO$134,688$134,688
Arlene AllsmanCOO$134,591$134,591

Board Members and Trustees

NameTitle
Michael LernerFormer President
Oren SlozbergPresident
Catherine DoddSecretary
Judy HatcherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$146,561
Other Revenue
$0
Change in Net Assets
$6,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$137,318
Other Expenses$3,060
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$137,318--$137,318
Fees for Services Accounting-$3,000-$3,000
Other Expenses-$60-$60
Total Functional Expenses$137,318$3,060$0$140,378
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CommonwealBolinas, CA501(c)(3)General Support$137,318
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investments Held for Commonweal$590,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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
No

Governance Explanations

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

Reviewed by staff and a copy given to the board.

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

The conflict of interest policy is included in the bylaws. The bylaws are given to directors upon joining the board and when revised. Each board member is required to sign a statement annually disclosing any possible conflicts of interest. Board members involved in a possible conflict of interest are excluded from voting on issues related to such interests.

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

The hale fund does not make its governing documents, conflict of interest policy or financial statements available to the public.

Form 990, Part VI, Line 8B

No committee meetings that had the authority to act on behalf of the governing body were held during the fiscal year. If any committees that had the authority to act on behalf of the governing body had met during the fiscal year, the meetings would be contemporaneously documented.

Filing and Contact Details

Filer

Filer Name
The Hale Fund
EIN
94-3116561
Phone
4158680970
Address
PO BOX 316, BOLINAS, CA 94924

Signing Officer

Name
Vanessa Marcotte
Title
CFO
Signed
2020-02-26
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
2

Preparer

Firm
Bregante Company LLP CPAs
Address
301 Battery St 2 Mezzanine, San Francisco, CA 94111
Preparer
Kenneth A Preston
Phone
4157771001
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The Hale Fund, Inc. is non-profit organizations exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and under Section 23701d of the California Revenue and Taxation Code. Therefore, no provision for federal or California income tax is reflected in the consolidated financial statements. Tax returns of The Hale Fund are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0942366094
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0137318
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COMMONWEAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0137318
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0590000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INVESTMENTS HELD FOR COMMONWEAL
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Hale Fund, Inc. is non-profit organizations exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and under Section 23701d of the California Revenue and Taxation Code. Therefore, no provision for federal or California income tax is reflected in the consolidated financial statements. Tax returns of The Hale Fund are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueSecuritiesAmt0881435
IRS990ScheduleD/TotalLiabilityAmt0590000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0137318
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMONWEAL
IRS990ScheduleI/RecipientTable/RecipientEIN0942366094
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 316
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOLINAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094924
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Organization board reviews periodic expenditure reports to ensure that grant guidelines are followed.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0176663
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1131875
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt034643
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt17115
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt01823
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt120518
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL LERNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1OREN SLOZBERG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0213129
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1159508
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY STAFF AND A COPY GIVEN TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE BYLAWS. THE BYLAWS ARE GIVEN TO DIRECTORS UPON JOINING THE BOARD AND WHEN REVISED. EACH BOARD MEMBER IS REQUIRED TO SIGN A STATEMENT ANNUALLY DISCLOSING ANY POSSIBLE CONFLICTS OF INTEREST. BOARD MEMBERS INVOLVED IN A POSSIBLE CONFLICT OF INTEREST ARE EXCLUDED FROM VOTING ON ISSUES RELATED TO SUCH INTERESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE HALE FUND DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No committee meetings that had the authority to act on behalf of the governing body were held during the fiscal year. If any committees that had the authority to act on behalf of the governing body had met during the fiscal year, the meetings would be contemporaneously documented.
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 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 8B
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COMMONWEAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942366094
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORTED ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0sec.170(b)(1)(A)(vi)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 316
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BOLINAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0949240316
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0137318
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt16000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt25600
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt33000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt4590000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0COMMONWEAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1COMMONWEAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2COMMONWEAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3COMMONWEAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4COMMONWEAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1n
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2o
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3p
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4s
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.73$0.08$5.65$0.18$0.18$0.01
2023Summary only. Only limited summary data is available for this year.$5.29$0.05$5.24$0.41$0.08$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.24$4.51$0.71$0.00$0.71
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.47$4.49$0.33$0.00$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.60$0.59$4.01$0.23$0.18$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.59$0.59$4.00$0.15$0.14$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.00$3.77$0.24$0.22$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.06$0.01$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.05$0.00$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.03$0.07$0.04
2014Summary only. Only limited summary data is available for this year.$3.30$0.00$3.30$0.03$0.00$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.00$3.23$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.01$3.16$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00