Civic Intelligence

Pacific Service Employees Benefit Association

990 • Fiscal year 2020 • EIN 94-6091959

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 21, 2022

Organization Profilewww.psea.info

View Organization Page

1390 Willow Pass Rd 240Concord, CA 94520

(925) 246-6224

Siviq Scores

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

Liabilities / Assets

61st percentile

0.02x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.15x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

13th percentile

-30%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

27th percentile

-2.9%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

30%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$2,735,552

Down $103,085 (-3.6%) from 2019

Net Assets

Down

$2,685,364

Down $123,928 (-4.4%) from 2019

Liabilities

Up

$50,188

Up $20,843 (+71%) from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin13th percentile

Revenue

Up

$338,375

Up $78,552 (+30%) from 2019

Expenses

Up

$439,349

Up $35,511 (+8.8%) from 2019

Net Income

Up

-$100,974

Up $43,041 (+30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th 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: $2,735,552Liabilities 2020: $50,188Net Assets 2020: $2,685,3642020Assets 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

2020

Assets$2,735,552
Liabilities$50,188
Net Assets$2,685,364
Open 2020 Filing

Operations Trend

Revenue Growth90th 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: $439,349Net Income 2020: -$100,9742020Revenue 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

2020

Revenue$338,375
Expenses$439,349
Net Income-$100,974
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 21, 2022
Return Version
2020v4.0
Gross Receipts
$338,375
Mission and Program Overview

Mission

To provide disability benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,809,292$2,743,439▼ $65,853
Investments in Publicly Traded Securities$2,380,109$2,662,839▲ $282,730
Cash and Non-Interest-Bearing Accounts$435,093$70,319▼ $364,774
Other Notes and Loans Receivable, Net$23,435$48,518▲ $25,083
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$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$2,838,637$2,781,676▼ $56,961
Other Assets Total-$0-
Liabilities
Other Liabilities$28,085$28,085→ $0
Accounts Payable and Accrued Expenses-$8,892-
Deferred Revenue$1,260$1,260→ $0
Total Liabilities$29,345$38,237▲ $8,892
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,809,292$2,743,439▼ $65,853
Total Liabilities and Net Assets / Fund Balance$2,838,637$2,781,676▼ $56,961
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Fred QuinnChairperson
James McdanielRetiree Chairman
Jeffrey WagnerPresident
Rick FetroRetiree Vice Chairman
MONA McCARTHYVice Chairperson
Shirin TabatabaiChapter Trustee
Javi ContrerasTrustee
Marlena CamarenaTrustee
Sheena MitalTrustee
Sonia Garcia LoboTrustee
Teresa Tc WalshTrustee
John PaleoAdvisor
Alice MatthewsRecording Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$327,881
Investment Income
$10,494
Other Revenue
$0
Change in Net Assets
$-63,565
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$133,796
Other Expenses$101,603
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$166,541--$166,541
Other Salaries and Wages-$123,659-$123,659
Office Expenses-$52,851-$52,851
Fees for Services Accounting-$31,816-$31,816
Occupancy-$16,165-$16,165
Payroll Taxes-$10,137-$10,137
Fees for Services Other-$731-$731
Fees for Service Investment Mgmnt Fees-$40-$40
Total Functional Expenses$166,541$235,399$0$401,940
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
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
Disability Claims Payable$28,085
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 35% controlled entity
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

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

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

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

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

“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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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, Line 19: Other Organization Documents Publicly Available

“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
9252466224
Address
1390 Willow Pass Rd 240, Concord, CA 94520

Signing Officer

Name
Jeffrey Wagner
Title
President
Signed
2022-10-21
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

Preparer

Firm
LNB Accounting CPA
Address
1320 Willow Pass Rd Ste 600, Concord, CA 94520
Preparer
Lilas Baketa
Phone
9252311464
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“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.”

Amended Explanation

“The discovery of facts subsequent to the 2020 annual financial statement audit necessitates the revision of the 2020 financial statements and amendment of the 2020 tax return.”

Financial Statement Notes

Part X : FIN48 Footnote

“Part x, line 2:the plan has analyzed the tax positions taken by the plan and has concluded that, as of december 31, 2019, 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 2015.”

Raw XML AppendixShowing 400 of 442 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/NetAssetsOrFundBalancesEOYAmt02743439
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt016165
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IRS990/OfficeExpensesGrp/TotalAmt052851
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IRS990/PayrollTaxesGrp/TotalAmt010137
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IRS990/PrincipalOfficerNm0Jeffrey Wagner
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IRS990/ProgramServiceRevenueGrp/Desc0MEMBER CONTRIBUTIONS
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IRS990/PYOtherRevenueAmt021425
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IRS990/PYRevenuesLessExpensesAmt0-144015
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IRS990/PYTotalRevenueAmt0259823
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028085
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DISABILITY CLAIMS PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART X, LINE 2:THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2019, 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 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalLiabilityAmt028085
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt6THE DISCOVERY OF FACTS SUBSEQUENT TO THE 2020 ANNUAL FINANCIAL STATEMENT AUDIT NECESSITATES THE REVISION OF THE 2020 FINANCIAL STATEMENTS AND AMENDMENT OF THE 2020 TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2: Change of Oversight or Selection Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Amended Explanation
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PACIFIC SERVICES EMPLOYEES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PSEAPSEBAPSFCU AND SJPECU RETIREE BENEFITS PLAN TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940745005
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1680383491
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501c9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Recreation activities, social gathering
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Medical insurance for retired employees
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01390 WILLOW PASS RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 4102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CONCORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CONCORD
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd194524
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02838637
IRS990/TotalAssetsEOYAmt02781676
IRS990/TotalAssetsGrp/BOYAmt02838637
IRS990/TotalAssetsGrp/EOYAmt02781676
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0235399
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0166541
IRS990/TotalFunctionalExpensesGrp/TotalAmt0401940
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029345
IRS990/TotalLiabilitiesEOYAmt038237
IRS990/TotalLiabilitiesGrp/BOYAmt029345
IRS990/TotalLiabilitiesGrp/EOYAmt038237
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02809292
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02743439
IRS990/TotalProgramServiceRevenueAmt0327881
IRS990/TotalRevenueGrp/ExclusionAmt010494
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0327881
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0338375
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02838637
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02781676

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,735,552
Liabilities
$50,188
Net assets
$2,685,364
Revenue
$338,375
Expenses
$439,349
Net income
-$100,974
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.$2.74$0.05$2.69$0.34$0.44$0.10
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)9 • $1M-$5M nonprofits