Civic Intelligence

Carpe Diem West

990 • Fiscal year 2017 • EIN 94-3373078

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 05, 2018

Organization Profilewww.carpediemwest.org
209 Caledonia Second FloorSausalito, CA 94965

(415) 332-2112

Siviq Scores

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

Liabilities / Assets

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

99th percentile

$137,864

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 33.3% of source-year revenue.

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

Asset Growth

83rd percentile

45%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$279,886

Up $87,132 (+45%) from 2016

Net Assets

Up

$263,105

Up $96,098 (+58%) from 2016

Liabilities

Down

$16,781

Down $8,966 (-35%) from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin75th percentile

Revenue

Up

$414,577

Up $98,050 (+31%) from 2016

Expenses

Down

$335,977

Down $107,173 (-24%) from 2016

Net Income

Up

$78,600

Up $205,223 (+162%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$800K$600K$400K$200K$0-$200KAssets 2011: $309,874Liabilities 2011: $38,297Net Assets 2011: $271,5772011Assets 2012: $491,204Liabilities 2012: $262,347Net Assets 2012: $228,8572012Assets 2013: $529,617Liabilities 2013: $257,079Net Assets 2013: $272,5382013Assets 2014: $641,046Liabilities 2014: $8,005Net Assets 2014: $633,0412014Assets 2015: $310,941Liabilities 2015: $0Net Assets 2015: $310,9412015Assets 2016: $192,754Liabilities 2016: $25,747Net Assets 2016: $167,0072016Assets 2017: $279,886Liabilities 2017: $16,781Net Assets 2017: $263,1052017Assets 2018: $182,327Liabilities 2018: $24,087Net Assets 2018: $158,2402018Assets 2019: $2,278Liabilities 2019: $7,516Net Assets 2019: -$5,2382019Assets 2020: $1,658Liabilities 2020: $13,185Net Assets 2020: -$11,5272020

Highlighted filing

2017

Assets$279,886
Liabilities$16,781
Net Assets$263,105
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $633,341Expenses 2011: $486,331Net Income 2011: $147,0102011Expenses 2012: $458,0832012Revenue 2013: $582,413Expenses 2013: $531,973Net Income 2013: $50,4402013Revenue 2014: $794,907Expenses 2014: $442,773Net Income 2014: $352,1342014Revenue 2015: $326,592Expenses 2015: $457,832Net Income 2015: -$131,2402015Revenue 2016: $316,527Expenses 2016: $443,150Net Income 2016: -$126,6232016Revenue 2017: $414,577Expenses 2017: $335,977Net Income 2017: $78,6002017Revenue 2018: $181,653Expenses 2018: $286,518Net Income 2018: -$104,8652018Revenue 2019: $118,210Expenses 2019: $228,142Net Income 2019: -$109,9322019Revenue 2020: $50,315Expenses 2020: $44,577Net Income 2020: $5,7382020

Highlighted filing

2017

Revenue$414,577
Expenses$335,977
Net Income$78,600
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 5, 2018
Return Version
2017v2.2
Gross Receipts
$414,577
Mission and Program Overview

Mission

Carpe Diem West leads an innovation network of diverse western water leaders. Together, we develop new and sustainable responses to the impacts of climate change on water resources. Through this broad-based network, leaders access a collaborative framework, identify new approaches for addressing climate change impacts, share information quickly and integrate communication strategies and tools to promote success.

Carpe Diem West leads an innovation network of diverse western water leaders. Together, we develop new and sustainable responses to the impacts of climate change on water resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$39,384$182,999▲ $143,615
Investments Other Securities$150,292$68,692▼ $81,600
Pledges and Grants Receivable-$25,000-
Accounts Receivable$78$195▲ $117
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$192,754$279,886▲ $87,132
Other Assets Total$3,000$3,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$25,747$16,781▼ $8,966
Total Liabilities$25,747$16,781▼ $8,966
Net Assets / Fund Balance
Unrestricted Net Assets$67,007$238,105▲ $171,098
Temporarily Rstr Net Assets$100,000$25,000▼ $75,000
Total Net Assets Fund Balance$167,007$263,105▲ $96,098
Total Liabilities and Net Assets / Fund Balance$192,754$279,886▲ $87,132
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimery WiltshirePresident & CEOFT$106,175$31,689$137,864

Board Members and Trustees

NameTitle
Holly HartmannDirector
Karl MorgensternDirector
Marguerite YoungDirector
Scott MillerDirector
Laura BrieferSecty & Compl
Emily BrottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$399,564
Program Service Revenue
$14,050
Investment Income
$963
Other Revenue
$0
All Other Contributions
$399,564
Change in Net Assets
$78,600

Audited Revenue Reconciliation

Revenue per Audited Statements
$414,577
Total Revenue per Audited Statements
$414,577
Total Revenue per Form 990
$414,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$216,945
Other Expenses$119,032
Total Fundraising Expense$24,074
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$117,184$9,651$11,029$137,864
Fees for Services Other$56,843$1,160-$58,003
Other Salaries and Wages$39,072$1,379$5,515$45,966
Occupancy$25,932$2,136$2,441$30,509
Travel$17,416$1,434$1,639$20,489
Other Employee Benefits$16,816$1,187$1,781$19,784
Payroll Taxes$11,331$800$1,200$13,331
Advertising$4,836-$420$5,256
Insurance-$1,516-$1,516
Other Expenses$-1,709$-141$-161$-2,011
Total Functional Expenses$292,429$19,474$24,074$335,977

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$335,977
Total Expenses per Audited Statements$335,977
Total Expenses per Form 990$335,977
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
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

“Carpe Diem WEst's 990 is prepared by an independent CPA, reviewed by the President/CEO and the board treasurer. A copy of the 990 is given to each member of the board of directors for discussion and review.”

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

“Carpe Diem West monitors and enforces its conflict of interest policy by following full disclosure of possible conflict of interest or any condition (as listed in the organizations conflict of interest policy), the board of directors shall determine whether a conflict exists, and if so, the board shall vote to authorize or reject the transaction or take any other action deemed necessary to address the conflict and protect Carpe Diem West's best interests. All board members, staff members or any other key stakeholders upon commencement of such person's relationship with Carpe Diem West shall sign and date the policy and each year thereafter. Failure to sign does not nullify the policy.”

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

“Carpe Diem West determines compensation for the President/CEO and other employees by conducting a survey of similar positions based on experience required, geographic location, and scope of programs.”

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

“All documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Carpe Diem West
EIN
94-3373078
Phone
4153322112
Address
209 Caledonia Second Floor, Sausalito, CA 94965

Signing Officer

Name
Kimery Wiltshire
Title
President & CEO
Signed
2018-06-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimery Wiltshire
Formed
2000
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
2
Volunteers
42

Preparer

Firm
Goranson and Associates Inc
Address
717 College Avenue First Floor, Santa Rosa, CA 95404
Preparer
Susan E Goranson
Phone
7075421256
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Agency is exempt from Federal and State Income taxes under Internal Revenue Code Section 501(c)(3) and California Franchise Tax Board Code Section 23701d. Therefore, no provision for income taxes has been made in the accompanying financial statements. In addition, the Internal Revenue Service has determined the Agency is not a private foundation within the meaning of Section 509(a) of the Internal Revenue Code.Management of the Agency considers the likelihood of changes by taxing authorities in its filed tax returns and recognizes a liability for or discloses potential significant changes if management believes it is more likely than not for a change to occur, including changes to the Agencys status as a not-for-profit entity. Management believes the Agency met the requirements to maintain its tax-exempt status and has not income subject to unrelated business income tax; therefore no provision for income taxes has been provided in these financial statements. The Agencys tax returns for the past three years are subject to examination by tax authorities, and may change upon examination.”

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IRS990/Desc0Healthy Headwaters Program: The headwaters landscapes that provide most of the Wests water for cities, farms, businesses and ecosystems are fundamentally threatened by climate change. Downstream communities are concerned about their water security. These factors provide an opportunity to build the next generation of ecological protection and restoration.Carpe Diem Wests Healthy Headwaters Program supports an alliance of upstream land managers, downstream water utilities, scientists, economists, and conservation advocates whose goal is to increase the climate resiliency of the headwaters systems that provide water for the West. The Healthy Headwaters Program works to:Ensure clean abundant water for communities around the American WestConnect upstream and downstream communities in a shared mission to preserve water supplyBuild resilience for stressed watersheds as the climate changesSupport wise, multi-factored approaches to headwaters forest preservation and restoration
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IRS990/MissionDesc0Carpe Diem West leads an innovation network of diverse western water leaders. Together, we develop new and sustainable responses to the impacts of climate change on water resources. Through this broad-based network, leaders access a collaborative framework, identify new approaches for addressing climate change impacts, share information quickly and integrate communication strategies and tools to promote success.
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IRS990/OtherExpensesGrp/ProgramServicesAmt11541
IRS990/OtherExpensesGrp/ProgramServicesAmt2-1709
IRS990/OtherExpensesGrp/TotalAmt03558
IRS990/OtherExpensesGrp/TotalAmt11712
IRS990/OtherExpensesGrp/TotalAmt2-2011
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01379
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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt025000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Kimery Wiltshire
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Contract Services
IRS990/ProgramServiceRevenueGrp/Desc1other income
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12050
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IRS990/PYOtherExpensesAmt0104646
IRS990/PYProgramServiceRevenueAmt06992
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IRS990/PYTotalExpensesAmt0443150
IRS990/PYTotalRevenueAmt0316527
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt012000
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0296075
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0579337
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0963
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013862
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0945
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04494
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020264
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99150
IRS990ScheduleA/PublicSupportPY170Pct00.99230
IRS990ScheduleA/PublicSupportTotal170Amt02366050
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0296075
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0793960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0579337
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02366050
IRS990ScheduleA/TotalSupportAmt02386314
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0335977
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt0414577
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Agency is exempt from Federal and State Income taxes under Internal Revenue Code Section 501(c)(3) and California Franchise Tax Board Code Section 23701d. Therefore, no provision for income taxes has been made in the accompanying financial statements. In addition, the Internal Revenue Service has determined the Agency is not a private foundation within the meaning of Section 509(a) of the Internal Revenue Code.Management of the Agency considers the likelihood of changes by taxing authorities in its filed tax returns and recognizes a liability for or discloses potential significant changes if management believes it is more likely than not for a change to occur, including changes to the Agencys status as a not-for-profit entity. Management believes the Agency met the requirements to maintain its tax-exempt status and has not income subject to unrelated business income tax; therefore no provision for income taxes has been provided in these financial statements. The Agencys tax returns for the past three years are subject to examination by tax authorities, and may change upon examination.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueSecuritiesAmt068692
IRS990ScheduleD/TotalExpensesPerForm990Amt0335977
IRS990ScheduleD/TotalRevenuePerForm990Amt0414577
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0414577
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0335977
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Carpe Diem WEst's 990 is prepared by an independent CPA, reviewed by the President/CEO and the board treasurer. A copy of the 990 is given to each member of the board of directors for discussion and review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Carpe Diem West monitors and enforces its conflict of interest policy by following full disclosure of possible conflict of interest or any condition (as listed in the organizations conflict of interest policy), the board of directors shall determine whether a conflict exists, and if so, the board shall vote to authorize or reject the transaction or take any other action deemed necessary to address the conflict and protect Carpe Diem West's best interests. All board members, staff members or any other key stakeholders upon commencement of such person's relationship with Carpe Diem West shall sign and date the policy and each year thereafter. Failure to sign does not nullify the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Carpe Diem West determines compensation for the President/CEO and other employees by conducting a survey of similar positions based on experience required, geographic location, and scope of programs.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All documents are available upon request
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 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0192754
IRS990/TotalAssetsGrp/EOYAmt0279886
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IRS990/TotalContributionsAmt0399564
IRS990/TotalEmployeeCnt02
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019474
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0292429
IRS990/TotalFunctionalExpensesGrp/TotalAmt0335977
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025747
IRS990/TotalLiabilitiesEOYAmt016781
IRS990/TotalLiabilitiesGrp/BOYAmt025747
IRS990/TotalLiabilitiesGrp/EOYAmt016781
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0167007
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0263105
IRS990/TotalOtherCompensationAmt031689
IRS990/TotalProgramServiceExpensesAmt0292429
IRS990/TotalProgramServiceRevenueAmt014050
IRS990/TotalReportableCompFromOrgAmt0106175
IRS990/TotalRevenueGrp/ExclusionAmt0963
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014050
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0414577
IRS990/TotalVolunteersCnt042
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0192754
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0279886
IRS990/TravelGrp/FundraisingAmt01639
IRS990/TravelGrp/ManagementAndGeneralAmt01434
IRS990/TravelGrp/ProgramServicesAmt017416
IRS990/TravelGrp/TotalAmt020489
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0209 Caledonia

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$279,886
Liabilities
$16,781
Net assets
$263,105
Revenue
$414,577
Expenses
$335,977
Net income
$78,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.13$0.12$0.50$0.45$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.08$0.05$1.18$2.28$1.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.24$1.58$1.82$2.87$1.05
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.17$2.63$4.15$3.36$0.79
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.26$1.67$3.17$4.43$1.27
2015Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$3.27$4.58$1.31
2014Detailed filing. Detailed filing data is available for this year.$6.41$0.08$6.33$7.95$4.43$3.52
2013Detailed filing. Detailed filing data is available for this year.$5.30$2.57$2.73$5.82$5.32$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$2.62$2.29$4.58
2011Summary only. Only limited summary data is available for this year.$3.10$0.38$2.72$6.33$4.86$1.47