Civic Intelligence

Planned Parenthood-Orange and San Bernardino Counties Inc.

990 • Fiscal year 2019 • EIN 95-6152773

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 05, 2019

700 South Tustin StreetOrange, CA 92866

(714) 633-6373

Siviq Scores

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

Liabilities / Assets

31st percentile

0.11x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

16th percentile

0.09x

Higher debt load relative to revenue than 16% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

65th percentile

9.0%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$462,984

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

8.4%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Assets

Up

$56,455,396

Up $6,796,172 (+14%) from 2018

Net Assets

Up

$50,381,091

Up $6,412,163 (+15%) from 2018

Liabilities

Up

$6,074,305

Up $384,009 (+6.7%) from 2018

Revenue

Up

$69,616,234

Up $5,402,456 (+8.4%) from 2018

Expenses

Up

$63,353,004

Up $6,874,963 (+12%) from 2018

Net Income

Down

$6,263,230

Down $1,472,507 (-19%) from 2018

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $22,888,737Liabilities 2010: $6,337,567Net Assets 2010: $16,551,1702010Assets 2011: $26,250,230Liabilities 2011: $6,081,173Net Assets 2011: $20,169,0572011Assets 2012: $28,072,734Liabilities 2012: $5,609,211Net Assets 2012: $22,463,5232012Assets 2013: $30,770,528Liabilities 2013: $8,616,629Net Assets 2013: $22,153,8992013Assets 2014: $35,318,497Liabilities 2014: $7,741,743Net Assets 2014: $27,576,7542014Assets 2015: $35,218,737Liabilities 2015: $6,399,684Net Assets 2015: $28,819,0532015Assets 2016: $36,079,720Liabilities 2016: $5,714,983Net Assets 2016: $30,364,7372016Assets 2017: $41,676,439Liabilities 2017: $5,880,667Net Assets 2017: $35,795,7722017Assets 2018: $49,659,224Liabilities 2018: $5,690,296Net Assets 2018: $43,968,9282018Assets 2019: $56,455,396Liabilities 2019: $6,074,305Net Assets 2019: $50,381,0912019Assets 2020: $77,399,528Liabilities 2020: $9,979,426Net Assets 2020: $67,420,1022020Assets 2021: $96,045,084Liabilities 2021: $12,400,306Net Assets 2021: $83,644,7782021Assets 2022: $110,636,499Liabilities 2022: $22,189,952Net Assets 2022: $88,446,5472022Assets 2023: $131,174,458Liabilities 2023: $33,144,989Net Assets 2023: $98,029,4692023Assets 2024: $137,873,576Liabilities 2024: $31,972,099Net Assets 2024: $105,901,4772024

Highlighted filing

2019

Assets$56,455,396
Liabilities$6,074,305
Net Assets$50,381,091

Operations Trend

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

$150M$100M$50M$0-$50MExpenses 2010: $28,305,9582010Expenses 2011: $33,826,7552011Expenses 2012: $37,929,8102012Revenue 2013: $38,603,750Expenses 2013: $39,209,259Net Income 2013: -$605,5092013Revenue 2014: $46,516,805Expenses 2014: $41,872,675Net Income 2014: $4,644,1302014Revenue 2015: $46,605,528Expenses 2015: $45,417,069Net Income 2015: $1,188,4592015Revenue 2016: $48,922,546Expenses 2016: $47,081,038Net Income 2016: $1,841,5082016Revenue 2017: $51,551,998Expenses 2017: $50,359,148Net Income 2017: $1,192,8502017Revenue 2018: $64,213,778Expenses 2018: $56,478,041Net Income 2018: $7,735,7372018Revenue 2019: $69,616,234Expenses 2019: $63,353,004Net Income 2019: $6,263,2302019Revenue 2020: $85,731,641Expenses 2020: $69,119,018Net Income 2020: $16,612,6232020Revenue 2021: $88,473,634Expenses 2021: $74,347,182Net Income 2021: $14,126,4522021Revenue 2022: $96,416,258Expenses 2022: $88,090,712Net Income 2022: $8,325,5462022Revenue 2023: $106,484,453Expenses 2023: $99,188,330Net Income 2023: $7,296,1232023Revenue 2024: $111,130,895Expenses 2024: $106,128,108Net Income 2024: $5,002,7872024

Highlighted filing

2019

Revenue$69,616,234
Expenses$63,353,004
Net Income$6,263,230
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$69,759,977
Mission and Program Overview

Mission

Planned Parenthood/Orange and San Bernardino Counties (referred to as PPOSBC) provides confidential, affordable, high quality reproductive health care. We fight for the fundamental right of individuals to determine their own destiny. We provide comprehensive, honest sex education and health information, which enable individuals to make responsible and informed choices. We believe that respect and value for diversity in all aspects of our work are essential to our achieving this mission.

Provide leadership, education, and health services in the area of women's health services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$13,313,827$15,067,481▲ $1,753,654
Investments in Publicly Traded Securities$8,125,677$12,180,227▲ $4,054,550
Savings and Temporary Cash Investments$3,522,745$10,047,011▲ $6,524,266
Cash and Non-Interest-Bearing Accounts$12,812,145$9,355,415▼ $3,456,730
Accounts Receivable$9,530,333$7,156,676▼ $2,373,657
Inventories for Sale or Use$1,150,990$1,327,042▲ $176,052
Prepaid Expenses and Deferred Charges$536,302$557,427▲ $21,125
Investments Other Securities$250,000$250,000→ $0
Pledges and Grants Receivable$158,442$86,006▼ $72,436
Total Assets$49,659,224$56,455,396▲ $6,796,172
Other Assets Total$258,763$428,111▲ $169,348
Liabilities
Accounts Payable and Accrued Expenses$3,842,891$4,372,761▲ $529,870
Mortgage Notes Payable Secured by Investment Property$1,779,304$1,637,749▼ $141,555
Other Liabilities$68,101$63,795▼ $4,306
Total Liabilities$5,690,296$6,074,305▲ $384,009
Net Assets / Fund Balance
Unrestricted Net Assets$43,762,837$50,258,919▲ $6,496,082
Temporarily Rstr Net Assets$206,091$122,172▼ $83,919
Total Net Assets Fund Balance$43,968,928$50,381,091▲ $6,412,163
Total Liabilities and Net Assets / Fund Balance$49,659,224$56,455,396▲ $6,796,172

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,823,628$4,757,345$14,580,973
Leasehold Improvements$2,118,102$1,939,569$4,057,671
Equipment$627,112$2,659,838$3,286,950
Other Land Buildings$1,778,911$680,339$2,459,250
Land$719,728-$719,728
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jon DunnPresident/CEOFT$427,847$35,137$462,984
Jennefer RussoMedical DirectorFT$308,047$31,245$339,292
Betha SchnelleCOOFT$283,850$35,423$319,273
Janet JacobsonDirector of Surgical ServicesFT$237,043$30,567$267,610
Gita KalantariPhysicianFT$231,582$33,236$264,818
Shannon ConnollyAssociate Medical DirectorFT$217,346$26,264$243,610
Mahzadeh NourizadehSr. Lead ClinicianFT$220,960$20,420$241,380
Shayne PoulinPrimary Care PhysicianFT$207,775$24,196$231,971
Jessica ChinenVP of FinanceFT$117,627$21,115$138,742

Board Members and Trustees

NameTitle
Jane HanauerChair
Afsaneh AlisobhaniBoard Member
Beverly Sanone MDBoard Member
Bill WoodBoard Member
Bob BraunBoard Member
Debi D LambertBoard Member
Deborah Wing MDBoard Member
Dianne LanderosBoard Member
Jene WitteBoard Member
Kristy Santimyer-MelitaBoard Member
Mary McDonaldBoard Member
Nancy KrizBoard Member
Nancy Ruth WhiteBoard Member
Patricia O'BrianBoard Member
Rabbi Hillel CohnBoard Member
Robbie PrepasBoard Member
Tara O BalfourBoard Member
Thomas Ruiz MDBoard Member
Michele GoodwinSecretary
Susan PickleTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Coastal Pacific ConstructionRemodeling23121 La Cadena Suite C, Laguna Hills, CA 92653$2,887,153
Open Hand MediaAdvertising235 E Broadway Unit 320, Long Beach, CA 90802$301,177
Elite Protective and InvestigativeSecurity9114 Adams Ave Suite 217, Huntington Beach, CA 92646$160,652
Shuteye Anesthesia IncAnesthesiologist27512 Raindance Place, Santa Clara, CA 91350$136,213
All Pro Building MaintaneceMaintenance12523 Limonite Ave, Mira Loma, CA 91752$103,255
Revenue and Support

Revenue Composition

Contributions and Grants
$8,203,548
Program Service Revenue
$60,641,596
Investment Income
$262,315
Other Revenue
$508,775
All Other Contributions
$4,130,117
Change in Net Assets
$6,263,230

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies1$385,732Fair Market Value (FMV)
Securities Publicly Traded1$23,379Fair Market Value (FMV)
Total Noncash Contributions2$409,111-

Audited Revenue Reconciliation

Revenue per Audited Statements
$69,616,234
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$301,306
Total Revenue per Audited Statements
$69,917,540
Total Revenue per Form 990
$69,616,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$36,719,223
Other Expenses$25,868,781
Grants and Similar Amounts Paid$765,000
Total Fundraising Expense$515,696
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$23,913,172$4,816,498$325,272$29,054,942
Occupancy$2,506,803$306,976$30,494$2,844,273
Other Employee Benefits$1,966,074$356,946$26,228$2,349,248
Payroll Taxes$1,882,130$341,706$25,108$2,248,944
Fees for Services Other$1,073,452$784,109$20,400$1,877,961
Pension Plan Contributions$1,351,300$245,332$18,027$1,614,659
Depreciation Depletion$1,131,223$345,734-$1,476,957
Current Officers, Directors, Trustees, and Key Employees$1,196,278$238,906$16,246$1,451,430
Grants to Domestic Orgs$765,000--$765,000
Other Expenses$494,961$75,468$12,545$582,974
Payments to Affiliates$574,596--$574,596
Insurance$476,444$5,714-$482,158
Office Expenses$284,709$86,756$6,597$378,062
Advertising$166,658$123,550$52$290,260
Fees for Services Legal$131,686$96,721$5,982$234,389
Travel$125,498$54,662$1,256$181,416
Fees for Services Accounting$49,043$36,358$15$85,416
All Other Expenses$1,642$6,193-$7,835
Total Functional Expenses$53,884,033$8,953,275$515,696$63,353,004

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$63,505,377
Expenses per Audited Statements$63,353,004
Total Expenses per Form 990$63,353,004
Expenses Not Reported on Form 990$152,373
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Planned Parenthood South TexasSan Antonio, TX501(c)3General purpose$500,000
Planned Parenthood Orange and San Bernardino Counties Action FundSacramento, CA527Support of (c)4 efforts.$200,000
Affiliate Chief Executive Council IncDelafield, WI501(c)3Abortion messaging research$35,000
Planned Parenthood Indiana & KentuckyIndianapolis, IN501(c)3General purpose$25,000
Planned Parenthood Northern CaliforniaConcord, CA501(c)3Employee assistance fund after fire$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$143,743
Fundraising Gross Income$143,743
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Luncheon$192,988$143,743$143,743$0
Total Events$192,988$143,743$143,743$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligations$63,795
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
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, Section B, line 11B

The Form 990 was reviewed by Executive Management prior to submission to the IRS. Draft Copies are made available to all Board Members electronically via a web portal for their review.

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

We have an anonymous compliance hotline. We also have a Compliance, Quality & Risk Management Department. A conflict of interest policy is signed annually by all Board Members.

Form 990, Part VI, Section B, line 15

CEO The Board of Directors determines the CEO's Compensation Package. A compensation survey is presented to the board to approve the CEO's salary. Other officers/key employees: HR accumulates comparability data from other affiliates and the Private Sector based on job descriptions.

Form 990, Part VI, Section C, line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Planned ParenthoodOrange &
EIN
95-6152773
Phone
7146336373
Address
700 South Tustin Street, Orange, CA 92866

Signing Officer

Name
Jon Dunn
Title
President/CEO
Phone
7149224117
Signed
2019-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Dunn
Formed
1965
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
506
Volunteers
358

Preparer

Firm
Harrington Group CPAs LLP
Address
234 East Colorado Blvd Suite M150, Pasadena, CA 91101
Preparer
Tonetta L Conner CPA
Phone
6264036801
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

Planned Parenthood is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Planned Parenthood in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Planned Parenthood's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.

Part XI, Line 2D - Other Adjustments:

Special event 143,743.

Part XII, Line 2D - Other Adjustments:

Special event 143,743.

Raw XML AppendixShowing 400 of 985 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/Form990PartVIISectionAGrp/OtherCompensationAmt2620420
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2726264
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2824196
IRS990/Form990PartVIISectionAGrp/PersonNm0Jane Hanauer
IRS990/Form990PartVIISectionAGrp/PersonNm1Michele Goodwin
IRS990/Form990PartVIISectionAGrp/PersonNm2Susan Pickle
IRS990/Form990PartVIISectionAGrp/PersonNm3Afsaneh Alisobhani
IRS990/Form990PartVIISectionAGrp/PersonNm4Tara O Balfour
IRS990/Form990PartVIISectionAGrp/PersonNm5Bob Braun
IRS990/Form990PartVIISectionAGrp/PersonNm6Rabbi Hillel Cohn
IRS990/Form990PartVIISectionAGrp/PersonNm7Nancy Kriz
IRS990/Form990PartVIISectionAGrp/PersonNm8Debi D Lambert
IRS990/Form990PartVIISectionAGrp/PersonNm9Dianne Landeros
IRS990/Form990PartVIISectionAGrp/PersonNm10Mary McDonald
IRS990/Form990PartVIISectionAGrp/PersonNm11Patricia O'Brian
IRS990/Form990PartVIISectionAGrp/PersonNm12Robbie Prepas
IRS990/Form990PartVIISectionAGrp/PersonNm13Thomas Ruiz MD
IRS990/Form990PartVIISectionAGrp/PersonNm14Beverly Sanone MD
IRS990/Form990PartVIISectionAGrp/PersonNm15Kristy Santimyer-Melita
IRS990/Form990PartVIISectionAGrp/PersonNm16Nancy Ruth White
IRS990/Form990PartVIISectionAGrp/PersonNm17Deborah Wing MD
IRS990/Form990PartVIISectionAGrp/PersonNm18Jene Witte
IRS990/Form990PartVIISectionAGrp/PersonNm19Bill Wood
IRS990/Form990PartVIISectionAGrp/PersonNm20Jon Dunn
IRS990/Form990PartVIISectionAGrp/PersonNm21Jessica Chinen
IRS990/Form990PartVIISectionAGrp/PersonNm22Jennefer Russo
IRS990/Form990PartVIISectionAGrp/PersonNm23Betha Schnelle
IRS990/Form990PartVIISectionAGrp/PersonNm24Janet Jacobson
IRS990/Form990PartVIISectionAGrp/PersonNm25Gita Kalantari
IRS990/Form990PartVIISectionAGrp/PersonNm26Mahzadeh Nourizadeh
IRS990/Form990PartVIISectionAGrp/PersonNm27Shannon Connolly
IRS990/Form990PartVIISectionAGrp/PersonNm28Shayne Poulin
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt20President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt22Medical Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23COO
IRS990/Form990PartVIISectionAGrp/TitleTxt24Dir. of Surgical Services
IRS990/Form990PartVIISectionAGrp/TitleTxt25Physician
IRS990/Form990PartVIISectionAGrp/TitleTxt26Sr. Lead Clinician
IRS990/Form990PartVIISectionAGrp/TitleTxt27Associate Medical Director
IRS990/Form990PartVIISectionAGrp/TitleTxt28Primary Care Physician
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt049245
IRS990/FundraisingDirectExpensesAmt0143743
IRS990/FundraisingGrossIncomeAmt0143743
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt0765000
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IRS990/GrantsToOrganizationsInd01
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IRS990/InsuranceGrp/TotalAmt0482158
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IRS990/LandBldgEquipCostOrOtherBssAmt025104572
IRS990/LegalDomicileStateCd0CA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Planned Parenthood/Orange and San Bernardino Counties (referred to as PPOSBC) provides confidential, affordable, high quality reproductive health care. We fight for the fundamental right of individuals to determine their own destiny. We provide comprehensive, honest sex education and health information, which enable individuals to make responsible and informed choices. We believe that respect and value for diversity in all aspects of our work are essential to our achieving this mission.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01779304
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01637749
IRS990/NetAssetsOrFundBalancesBOYAmt043968928
IRS990/NetAssetsOrFundBalancesEOYAmt050381091
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt024742

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$138$32.0$106$111$106$5.00
2023Detailed filing. Detailed filing data is available for this year.$131$33.1$98.0$106$99.2$7.30
2022Detailed filing. Detailed filing data is available for this year.$111$22.2$88.4$96.4$88.1$8.33
2021Detailed filing. Detailed filing data is available for this year.$96.0$12.4$83.6$88.5$74.3$14.1
2020Detailed filing. Detailed filing data is available for this year.$77.4$9.98$67.4$85.7$69.1$16.6
2019Detailed filing. Detailed filing data is available for this year.$56.5$6.07$50.4$69.6$63.4$6.26
2018Detailed filing. Detailed filing data is available for this year.$49.7$5.69$44.0$64.2$56.5$7.74
2017Detailed filing. Detailed filing data is available for this year.$41.7$5.88$35.8$51.6$50.4$1.19
2016Detailed filing. Detailed filing data is available for this year.$36.1$5.71$30.4$48.9$47.1$1.84
2015Detailed filing. Detailed filing data is available for this year.$35.2$6.40$28.8$46.6$45.4$1.19
2014Detailed filing. Detailed filing data is available for this year.$35.3$7.74$27.6$46.5$41.9$4.64
2013Summary only. Only limited summary data is available for this year.$30.8$8.62$22.2$38.6$39.2$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.1$5.61$22.5$37.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.3$6.08$20.2$33.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$6.34$16.6$28.3