Civic Intelligence

Pacific Service Employees Benefit Association

990 • Fiscal year 2017 • EIN 94-6091959

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization ProfileN/A

View Organization Page

1390 Willow Pass Road No 240Concord, CA 94520

(925) 246-6200

Siviq Scores

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

Liabilities / Assets

56th percentile

0.02x

Higher debt load relative to assets than 56% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.20x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

8th percentile

-61%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

80th percentile

$126,990

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 44.2% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

25th percentile

-5.9%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-14%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$3,150,237

Down $196,241 (-5.9%) from 2016

Net Assets

Down

$3,091,936

Down $196,261 (-6.0%) from 2016

Liabilities

Up

$58,301

Up $20 (+0.0%) from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin8th percentile

Revenue

Down

$287,077

Down $46,162 (-14%) from 2016

Expenses

Up

$463,049

Up $14,167 (+3.2%) from 2016

Net Income

Down

-$175,972

Down $60,329 (-52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,795,209Liabilities 2011: $95,372Net Assets 2011: $3,699,8372011Assets 2012: $3,703,186Liabilities 2012: $120,953Net Assets 2012: $3,582,2332012Assets 2013: $3,584,657Liabilities 2013: $108,492Net Assets 2013: $3,476,1652013Assets 2014: $3,542,560Liabilities 2014: $143,918Net Assets 2014: $3,398,6422014Assets 2015: $3,506,953Liabilities 2015: $127,202Net Assets 2015: $3,379,7512015Assets 2016: $3,346,478Liabilities 2016: $58,281Net Assets 2016: $3,288,1972016Assets 2017: $3,150,237Liabilities 2017: $58,301Net Assets 2017: $3,091,9362017Assets 2018: $2,996,672Liabilities 2018: $58,301Net Assets 2018: $2,938,3712018Assets 2019: $2,838,637Liabilities 2019: $29,345Net Assets 2019: $2,809,2922019Assets 2020: $2,781,676Liabilities 2020: $38,237Net Assets 2020: $2,743,4392020Assets 2021: $2,707,605Liabilities 2021: $88,205Net Assets 2021: $2,619,4002021Assets 2022: $2,662,327Liabilities 2022: $68,765Net Assets 2022: $2,593,5622022Assets 2023: $2,659,077Liabilities 2023: $122,933Net Assets 2023: $2,536,1442023Assets 2024: $2,603,682Liabilities 2024: $128,773Net Assets 2024: $2,474,9092024

Highlighted filing

2017

Assets$3,150,237
Liabilities$58,301
Net Assets$3,091,936
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $415,253Expenses 2011: $544,134Net Income 2011: -$128,8812011Revenue 2012: $380,408Expenses 2012: $498,012Net Income 2012: -$117,6042012Revenue 2013: $365,040Expenses 2013: $426,909Net Income 2013: -$61,8692013Revenue 2014: $377,629Expenses 2014: $476,330Net Income 2014: -$98,7012014Revenue 2015: $345,785Expenses 2015: $381,953Net Income 2015: -$36,1682015Revenue 2016: $333,239Expenses 2016: $448,882Net Income 2016: -$115,6432016Revenue 2017: $287,077Expenses 2017: $463,049Net Income 2017: -$175,9722017Revenue 2018: $275,436Expenses 2018: $419,473Net Income 2018: -$144,0372018Revenue 2019: $259,823Expenses 2019: $403,838Net Income 2019: -$144,0152019Revenue 2020: $338,375Expenses 2020: $401,940Net Income 2020: -$63,5652020Revenue 2021: $297,739Expenses 2021: $404,279Net Income 2021: -$106,5402021Revenue 2022: $261,776Expenses 2022: $280,613Net Income 2022: -$18,8372022Revenue 2023: $295,662Expenses 2023: $373,891Net Income 2023: -$78,2292023Revenue 2024: $391,159Expenses 2024: $365,740Net Income 2024: $25,4192024

Highlighted filing

2017

Revenue$287,077
Expenses$463,049
Net Income-$175,972
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$287,077
Mission and Program Overview

Mission

To provide disability benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,288,197$3,091,936▼ $196,261
Investments Other Securities$3,284,817$3,063,405▼ $221,412
Savings and Temporary Cash Investments$61,661$56,832▼ $4,829
Other Notes and Loans Receivable, Net-$30,000-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,346,478$3,150,237▼ $196,241
Liabilities
Other Liabilities$35,616$35,616→ $0
Deferred Revenue$22,665$22,685▲ $20
Total Liabilities$58,281$58,301▲ $20
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,288,197$3,091,936▼ $196,261
Total Liabilities and Net Assets / Fund Balance$3,346,478$3,150,237▼ $196,241

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,976,411--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Jeff WagnerInterim PresidentPT$126,990$126,990
Doug ChadbournePresident - PastPT$100,331$100,331

Board Members and Trustees

NameTitle
Clara Mcafee-evansChairman
Paul VelascoRetiree Chairperson
James McdanielRetiree Vice-chairperson
Heather LakeVice Chairman
DA'CHON PACEChapter Trustee
Dave Brand - PastTrustee
Dave CantuaTrustee
Fred QuinnTrustee
John PaleoTrustee
Teresa WalshTrustee
Marie Dragon-gumaboAdvisor
Olivia LyAdvisor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$238,155
Investment Income
$48,922
Other Revenue
$0
Change in Net Assets
$-175,972

Audited Revenue Reconciliation

Revenue per Audited Statements
$287,077
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-20,289
Total Revenue per Audited Statements
$266,788
Total Revenue per Form 990
$287,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,755
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$272,294
Fees for Services Management---$171,888
Fees for Services Accounting---$18,500
Fees for Service Investment Mgmnt Fees---$367
Total Functional Expenses$0$0$0$463,049

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$463,049
Total Expenses per Audited Statements$463,049
Total Expenses per Form 990$463,049
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Disability Claims Payable$35,616
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 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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The plan has contracted with pacific service employees association to administer the plan.”

Form 990, Part VI, Section A, Line 8B

“The board of trustees currently does not have subcommittees.”

Form 990, Part VI, Section B, Line 11B

“The president reviewed the form 990 for accuracy and completeness prior to filing the form with the irs. The form was provided to all trustees prior to filing the form with the irs.”

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

“Employees, officers and trustees (as applicable) are required to disclose annually interests that could give rise to conflicts. The organization regularly and consistently monitors and enforces compliance with the policy. All employees, officers or trustees are required to immediately report any potential conflicts of interest to their supervisor or to the board of trustees. The supervisor or board of trustees will decide if an actual conflict of interest exists. The person with the conflict is excluded from taking part in the deliberations and discussions involving the conflict.”

Form 990, Part VI, Section C, Line 19

“Upon request, the organization makes its governing documents, conflict-of-interest policy and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Pacific Service Employees Benefit
EIN
94-6091959
Phone
9252466200
Address
1390 WILLOW PASS ROAD NO 240, CONCORD, CA 94520

Signing Officer

Name
Jeffrey Wagner
Title
Interim President
Phone
9252466200
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Wagner
Formed
1923
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Debbie Roessl Dimery
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The chairman of the board of trustees has the authority to hire an independent auditor and to oversee the audit of the financial statements. This process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The plan has analyzed the tax positions taken by the plan and has concluded that, as of december 31, 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan believes it is no longer subject to income tax examinations for the fiscal years prior to 2014.”

Raw XML AppendixShowing 400 of 401 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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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11976411
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MONEY MARKET FUNDS
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalRevenuePerForm990Amt0287077
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0266788
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS CONTRACTED WITH PACIFIC SERVICE EMPLOYEES ASSOCIATION TO ADMINISTER THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES CURRENTLY DOES NOT HAVE SUBCOMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT REVIEWED THE FORM 990 FOR ACCURACY AND COMPLETENESS PRIOR TO FILING THE FORM WITH THE IRS. THE FORM WAS PROVIDED TO ALL TRUSTEES PRIOR TO FILING THE FORM WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EMPLOYEES, OFFICERS AND TRUSTEES (AS APPLICABLE) ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. ALL EMPLOYEES, OFFICERS OR TRUSTEES ARE REQUIRED TO IMMEDIATELY REPORT ANY POTENTIAL CONFLICTS OF INTEREST TO THEIR SUPERVISOR OR TO THE BOARD OF TRUSTEES. THE SUPERVISOR OR BOARD OF TRUSTEES WILL DECIDE IF AN ACTUAL CONFLICT OF INTEREST EXISTS. THE PERSON WITH THE CONFLICT IS EXCLUDED FROM TAKING PART IN THE DELIBERATIONS AND DISCUSSIONS INVOLVING THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CHAIRMAN OF THE BOARD OF TRUSTEES HAS THE AUTHORITY TO HIRE AN INDEPENDENT AUDITOR AND TO OVERSEE THE AUDIT OF THE FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PACIFIC SERVICES EMPLOYEES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940745005
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RECREATIONAL ACTIVITIES, SOCIAL GATHERINGS, AND ATHLETIC EVENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CONCORD
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0171888
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ALLOCATED SHARE OF EXPENSES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PACIFIC SERVICE EMPLOYEES ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03346478
IRS990/TotalAssetsEOYAmt03150237
IRS990/TotalAssetsGrp/BOYAmt03346478
IRS990/TotalAssetsGrp/EOYAmt03150237
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0463049
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt058281
IRS990/TotalLiabilitiesEOYAmt058301
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03091936
IRS990/TotalOtherCompensationAmt038611
IRS990/TotalProgramServiceRevenueAmt0238155
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt048922
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0238155
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0287077
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03346478
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03150237
IRS990/TotReportableCompRltdOrgAmt0188710
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01390 WILLOW PASS ROAD NO 240
IRS990/USAddress/CityNm0CONCORD
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IRS990/USAddress/ZIPCd094520
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INTERIM PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09252466200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFIC SERVICE EMPLOYEES BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.7.226.66
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:36:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBBIE ROESSL DIMERY
ReturnHeader/ReturnTs02018-11-12T13:36:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31

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
$3,150,237
Liabilities
$58,301
Net assets
$3,091,936
Revenue
$287,077
Expenses
$463,049
Net income
-$175,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.13$2.47$0.39$0.37$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.12$2.54$0.30$0.37$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.66$0.07$2.59$0.26$0.28$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.71$0.09$2.62$0.30$0.40$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.04$2.74$0.34$0.40$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.03$2.81$0.26$0.40$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.00$0.06$2.94$0.28$0.42$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.15$0.06$3.09$0.29$0.46$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.35$0.06$3.29$0.33$0.45$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.13$3.38$0.35$0.38$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.54$0.14$3.40$0.38$0.48$0.10
2013Summary only. Only limited summary data is available for this year.$3.58$0.11$3.48$0.37$0.43$0.06
2012Summary only. Only limited summary data is available for this year.$3.70$0.12$3.58$0.38$0.50$0.12
2011Summary only. Only limited summary data is available for this year.$3.80$0.10$3.70$0.42$0.54$0.13