Civic Intelligence

Luso-American Development Foundation

990 • Fiscal year 2020 • EIN 98-0075208

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization Profilewww.flad.pt
Rua Sacramento a Lapa 21Lisbon, Lisbon 1249-090PO

(213) 935-8000

Siviq Scores

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

Liabilities / Assets

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

32nd percentile

0.19x

Higher debt load relative to revenue than 32% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

17th percentile

$136,902

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$181,923,834

Up $17,790,168 (+11%) from 2019

Net Assets

Up

$180,168,766

Up $17,759,593 (+11%) from 2019

Liabilities

Up

$1,755,068

Up $30,575 (+1.8%) from 2019

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin83rd percentile

Revenue

Down

$9,245,341

Down $12,144,758 (-57%) from 2019

Expenses

Down

$6,477,584

Down $1,465,041 (-18%) from 2019

Net Income

Down

$2,767,757

Down $10,679,717 (-79%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$300M$200M$100M$0Assets 2011: $179,214,957Liabilities 2011: $4,056,170Net Assets 2011: $175,158,7872011Assets 2012: $192,000,118Liabilities 2012: $0Net Assets 2012: $192,000,1182012Assets 2013: $203,030,434Liabilities 2013: $4,142,326Net Assets 2013: $198,888,1082013Assets 2014: $181,394,204Liabilities 2014: $2,949,528Net Assets 2014: $178,444,6762014Assets 2015: $160,849,077Liabilities 2015: $2,805,085Net Assets 2015: $158,043,9922015Assets 2016: $155,952,509Liabilities 2016: $2,735,061Net Assets 2016: $153,217,4482016Assets 2017: $173,747,787Liabilities 2017: $1,629,572Net Assets 2017: $172,118,2152017Assets 2018: $153,311,567Liabilities 2018: $1,485,730Net Assets 2018: $151,825,8372018Assets 2019: $164,133,666Liabilities 2019: $1,724,493Net Assets 2019: $162,409,1732019Assets 2020: $181,923,834Liabilities 2020: $1,755,068Net Assets 2020: $180,168,7662020Assets 2021: $182,222,263Liabilities 2021: $4,278,407Net Assets 2021: $177,943,8562021Assets 2022: $160,348,295Liabilities 2022: $1,989,077Net Assets 2022: $158,359,2182022Assets 2023: $168,555,933Liabilities 2023: $1,933,008Net Assets 2023: $166,622,9252023Assets 2024: $177,743,143Liabilities 2024: $1,637,849Net Assets 2024: $176,105,2942024

Highlighted filing

2020

Assets$181,923,834
Liabilities$1,755,068
Net Assets$180,168,766
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$40M$20M$0-$20M-$40MRevenue 2011: $13,553Expenses 2011: $7,689,042Net Income 2011: -$7,675,4892011Revenue 2012: $16,417,826Expenses 2012: $6,613,914Net Income 2012: $9,803,9122012Revenue 2013: $9,538,303Expenses 2013: $7,687,345Net Income 2013: $1,850,9582013Revenue 2014: $9,311,504Expenses 2014: $5,959,317Net Income 2014: $3,352,1872014Revenue 2015: $4,042,370Expenses 2015: $6,020,858Net Income 2015: -$1,978,4882015Revenue 2016: $5,674,310Expenses 2016: $5,478,054Net Income 2016: $196,2562016Revenue 2017: $4,302,331Expenses 2017: $6,506,937Net Income 2017: -$2,204,6062017Revenue 2018: $4,824Expenses 2018: $12,504,308Net Income 2018: -$12,499,4842018Revenue 2019: $21,390,099Expenses 2019: $7,942,625Net Income 2019: $13,447,4742019Revenue 2020: $9,245,341Expenses 2020: $6,477,584Net Income 2020: $2,767,7572020Revenue 2021: $19,932,627Expenses 2021: $8,282,590Net Income 2021: $11,650,0372021Revenue 2022: $1,121,854Expenses 2022: $21,878,093Net Income 2022: -$20,756,2392022Revenue 2023: $10,937,940Expenses 2023: $8,331,707Net Income 2023: $2,606,2332023Revenue 2024: $27,593,496Expenses 2024: $8,143,910Net Income 2024: $19,449,5862024

Highlighted filing

2020

Revenue$9,245,341
Expenses$6,477,584
Net Income$2,767,757
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Gross Receipts
$9,245,341
Mission and Program Overview

Mission

Contributes to Portugal's economic and social development by promoting cooperation between Portugal and United States of America in scientific, technical, cultural, education, commercial and entrepreneurial field.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$152,197,698$167,163,833▲ $14,966,135
Rtn Earn Endowment Incm Other Fnds$124,409,173$142,168,766▲ $17,759,593
Cap Stk Tr Prin Current Funds$38,000,000$38,000,000→ $0
Land, Buildings, and Equipment, Net$9,820,299$11,305,145▲ $1,484,846
Cash and Non-Interest-Bearing Accounts$2,030,145$603,746▼ $1,426,399
Intangible Assets$8,816$77,963▲ $69,147
Receivables From Officers Etc$11,894$14,189▲ $2,295
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$164,133,666$181,923,834▲ $17,790,168
Other Assets Total$64,814$2,758,958▲ $2,694,144
Liabilities
Other Liabilities$1,039,309$956,720▼ $82,589
Accounts Payable and Accrued Expenses$296,848$515,984▲ $219,136
Grants Payable$388,336$282,364▼ $105,972
Total Liabilities$1,724,493$1,755,068▲ $30,575
Net Assets / Fund Balance
Total Net Assets Fund Balance$162,409,173$180,168,766▲ $17,759,593
Total Liabilities and Net Assets / Fund Balance$164,133,666$181,923,834▲ $17,790,168

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,915,591$2,542,164$0
Other Land Buildings$5,082,923$2,569,895$0
Land$0-$0
Equipment$306,631$2,557,378$0
Leasehold Improvements$0$0$0
Other Securities$-5,395,652--
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleBaseTotal
Rita FadenPresident$136,902$136,902
Maria Fatima FonsecaDirector$127,514$127,514
Miguel Vieira VazDirector$127,514$127,514
Elsa HenriquesTrustee$115,879$115,879
James KellyTrustee$110,361$110,361
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,894,672
Other Revenue
$350,669
Change in Net Assets
$2,767,757

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,245,341
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$9,245,341
Total Revenue per Form 990
$9,245,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,617,408
Salaries, Compensation, and Employee Benefits$2,031,691
Other Expenses$1,828,485
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$2,617,408--$2,617,408
Fees for Service Investment Mgmnt Fees-$931,758-$931,758
Other Salaries and Wages-$928,616-$928,616
Current Officers, Directors, Trustees, and Key Employees-$618,170-$618,170
Payroll Taxes-$285,155-$285,155
Occupancy-$270,185-$270,185
Depreciation Depletion-$204,071-$204,071
Other Employee Benefits-$141,306-$141,306
Office Expenses-$115,918-$115,918
Fees for Services Accounting-$71,493-$71,493
Pension Plan Contributions-$58,444-$58,444
Fees for Services Legal-$40,824-$40,824
Advertising-$34,824-$34,824
Travel-$32,761-$32,761
Insurance-$27,336-$27,336
Conferences and Meetings-$14,725-$14,725
All Other Expenses-$14,540-$14,540
Other Expenses$0$6,435$0$6,435
Total Functional Expenses$2,617,408$3,860,176$0$6,477,584

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,477,584
Total Expenses per Audited Statements$6,477,584
Total Expenses per Form 990$6,477,584
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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 Officers, Directors, Trustees, and Key Employees$11,894$14,189▲ $2,295
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Expense To Pay (Social Security and Investment to release)$690,845
Vacation Provision$223,847
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“Part VI - Section B - Line 11b - The fulfillment of the form is executed by an account team, review and signed by the President.”

Form 990, Part VI, Section B, Line 15

“Part VI - Section B - Line 15b - In the organization does not exist processes of compensation for the president and directors. Pay levels are set by the executive board equally for all employees (definition of pay and compensation equal for all workers).”

Form 990, Part VI, Section C, Line 18

“We have send it by mail.”

Form 990, Part VI, Section C, Line 19

“Part VI - Section C - Line 19 - The organization disclosures the financial information to the public in www.flad.pt.”

Filing and Contact Details

Filer

Filer Name
Luso-american Development Foundation
EIN
98-0075208
Phone
2139358000
Address
PO

Signing Officer

Name
Rita Faden
Title
President
Phone
1234567891
Signed
2021-05-10

Organization Details

Formed
1985
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Part III - The cost of other program services mentioned in 4d) of Part III is related to Education and Transatlantic relations and US links.”

Form 990, Part XI, Line 9

“Part XI - Line 9 - The amount included is the retained earnings from last fiscal year.”

Raw XML AppendixShowing 400 of 601 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/OtherExpensesGrp/TotalAmt36435
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt01039309
IRS990/OtherLiabilitiesGrp/EOYAmt0956720
IRS990/OtherOrganizationDsc0Foundation
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Project inscriptions
IRS990/OtherRevenueMiscGrp/Desc1Other interest income
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0349863
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0349863
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1678
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt1678
IRS990/OtherRevenueTotalAmt0350669
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0928616
IRS990/OtherSalariesAndWagesGrp/TotalAmt0928616
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0285155
IRS990/PayrollTaxesGrp/TotalAmt0285155
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt058444
IRS990/PensionPlanContributionsGrp/TotalAmt058444
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0LUSO-AMERICAN DEVELOPMENT FOUNDATION
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Science and technology
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0547846
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0514974
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Portuguese language and culture
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0501594
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0161394
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0820341
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0455818
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02048684
IRS990/PYInvestmentIncomeAmt020396247
IRS990/PYOtherExpensesAmt04273708
IRS990/PYOtherRevenueAmt0993852
IRS990/PYRevenuesLessExpensesAmt013447474
IRS990/PYSalariesCompEmpBnftPaidAmt01620233
IRS990/PYTotalExpensesAmt07942625
IRS990/PYTotalRevenueAmt021390099
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt011894
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt014189
IRS990/ReconcilationRevenueExpnssAmt02767757
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0124409173
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0142168766
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt05915591
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02542164
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt08457755
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0306631
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02557378
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt02864009
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06477584
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt042028
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05082923
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02569895
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt07652818
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0223847
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1690845
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Vacation Provision
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Other Expense To Pay (Social Security and Investment to release)
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01890344
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1163216750
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt27452391
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3-5395652
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Portfolio in Portugal
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Foreign Portfolio
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Share bonds and Participation in Capital
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Impairment Losses
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09245341
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011305145
IRS990ScheduleD/TotalBookValueSecuritiesAmt0167163833
IRS990ScheduleD/TotalExpensesPerForm990Amt06477584
IRS990ScheduleD/TotalLiabilityAmt0956720
IRS990ScheduleD/TotalRevenuePerForm990Amt09245341
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09245341
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06477584
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt044176
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0Wire Transfer
IRS990ScheduleF/ForeignIndividualsGrantsGrp/NonCashAssistanceAmt00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt05
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0Europe (including Iceland and Greenland)
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0Schoolarship
IRS990ScheduleF/ForeignIndividualsGrantsGrp/ValuationMethodUsedDesc0Book
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt01991824
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0Schoolarship
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0Europe (including Iceland and Greenland)
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0Book
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/Total501c3OrgCnt00
IRS990ScheduleF/TotalOtherOrgCnt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0136902
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1115879
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2110361
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3127514
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4127514
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$181,923,834
Liabilities
$1,755,068
Net assets
$180,168,766
Revenue
$9,245,341
Expenses
$6,477,584
Net income
$2,767,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$178$1.64$176$27.6$8.14$19.4
2023Detailed filing. Detailed filing data is available for this year.$169$1.93$167$10.9$8.33$2.61
2022Detailed filing. Detailed filing data is available for this year.$160$1.99$158$1.12$21.9$20.8
2021Detailed filing. Detailed filing data is available for this year.$182$4.28$178$19.9$8.28$11.7
2020Detailed filing. Detailed filing data is available for this year.$182$1.76$180$9.25$6.48$2.77
2019Summary only. Only limited summary data is available for this year.$164$1.72$162$21.4$7.94$13.4
2018Summary only. Only limited summary data is available for this year.$153$1.49$152$0.00$12.5$12.5
2017Summary only. Only limited summary data is available for this year.$174$1.63$172$4.30$6.51$2.20
2016Summary only. Only limited summary data is available for this year.$156$2.74$153$5.67$5.48$0.20
2015Summary only. Only limited summary data is available for this year.$161$2.81$158$4.04$6.02$1.98
2014Summary only. Only limited summary data is available for this year.$181$2.95$178$9.31$5.96$3.35
2013Summary only. Only limited summary data is available for this year.$203$4.14$199$9.54$7.69$1.85
2012Summary only. Only limited summary data is available for this year.$192$0.00$192$16.4$6.61$9.80
2011Summary only. Only limited summary data is available for this year.$179$4.06$175$0.01$7.69$7.68