Civic Intelligence

Oak Grove School

990PF • Fiscal year 2025 • EIN 01-0211537

Jul 01, 2024 to Jun 30, 2025 • Filed on Feb 14, 2026

Organization Profile
PO Box 23East Vassalboro, ME 04935

(207) 242-2559

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$1,848,414

Up $29,615 (+1.6%) from 2024

Net Assets

Up

$1,810,814

Up $28,315 (+1.6%) from 2024

Liabilities

Up

$37,600

Up $1,300 (+3.6%) from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$164,624

Up $23,337 (+17%) from 2024

Expenses

Up

$136,309

Up $6,767 (+5.2%) from 2024

Net Income

Up

$28,315

Up $16,570 (+141%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,417,045Liabilities 2011: $37,307Net Assets 2011: $1,379,7382011Assets 2012: $1,508,098Liabilities 2012: $38,484Net Assets 2012: $1,469,6142012Assets 2013: $1,473,954Liabilities 2013: $38,800Net Assets 2013: $1,435,1542013Assets 2014: $1,538,167Liabilities 2014: $36,300Net Assets 2014: $1,501,8672014Assets 2015: $1,550,500Liabilities 2015: $36,300Net Assets 2015: $1,514,2002015Assets 2016: $1,510,500Liabilities 2016: $36,546Net Assets 2016: $1,473,9542016Assets 2017: $1,307,412Liabilities 2017: $36,300Net Assets 2017: $1,271,1122017Assets 2019: $1,422,666Liabilities 2019: $36,3002019Assets 2020: $1,483,693Liabilities 2020: $36,3002020Assets 2021: $1,574,000Liabilities 2021: $36,300Net Assets 2021: $1,537,7002021Assets 2022: $1,660,701Liabilities 2022: $36,300Net Assets 2022: $1,624,4012022Assets 2023: $1,807,054Liabilities 2023: $36,300Net Assets 2023: $1,770,7542023Assets 2024: $1,818,799Liabilities 2024: $36,300Net Assets 2024: $1,782,4992024Assets 2025: $1,848,414Liabilities 2025: $37,600Net Assets 2025: $1,810,8142025

Highlighted filing

2025

Assets$1,848,414
Liabilities$37,600
Net Assets$1,810,814
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2011: $206,2512011Expenses 2012: $78,9502012Revenue 2013: $181,654Expenses 2013: $216,114Net Income 2013: -$34,4602013Revenue 2014: $161,666Expenses 2014: $94,953Net Income 2014: $66,7132014Revenue 2015: $187,415Expenses 2015: $175,082Net Income 2015: $12,3332015Revenue 2016: $146,750Expenses 2016: $186,996Net Income 2016: -$40,2462016Revenue 2017: -$39,536Expenses 2017: $163,306Net Income 2017: -$202,8422017Revenue 2019: $125,347Expenses 2019: $217,662Net Income 2019: -$92,3152019Revenue 2020: $182,748Expenses 2020: $121,721Net Income 2020: $61,0272020Revenue 2021: $170,892Expenses 2021: $80,585Net Income 2021: $90,3072021Revenue 2022: $222,183Expenses 2022: $135,482Net Income 2022: $86,7012022Revenue 2023: $306,092Expenses 2023: $159,739Net Income 2023: $146,3532023Revenue 2024: $141,287Expenses 2024: $129,542Net Income 2024: $11,7452024Revenue 2025: $164,624Expenses 2025: $136,309Net Income 2025: $28,3152025

Highlighted filing

2025

Revenue$164,624
Expenses$136,309
Net Income$28,315
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 14, 2026
Return Version
2024v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL SPICERDirector-$0--
LOYCE HAYSLETTDirector-$0--
MIKE STEINBERGDirector-$0--
JENNIFER DAYTreasurer-$0--
GREG ZIMBADirector-$0--
JOHAN DOWDYDirector-$0--
LORE FERGUSONDirector-$0--
KAMELA HAHNDirector-$0--
CHRISTOPHER HAMILTONAssistent Tr-$0--
DOT CATESVice Preside-$0--
TOM GUTTMACHERDirector-$0--
ALISON JENKINSDirector-$0--
JODY LALIME WELCHPresident-$0--
SUSAN BRIGGSPresident-$0--
JOYCE SMITHSecretary-$0--
CHRIS HEIDDirector-$0--
THOMAS WEITKAMPDirector-$0--
DOREE AUSTINDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-RESTORATION/IMPROVEMENT PROJECTSEXEMPTVASSALBORO, ME, US$7,486
Paid Grant-BOOK VENDING MACHINEEXEMPTVASSALBORO, ME, US$5,000
Paid Grant-PERCUSSION EQUIPMENTEXEMPTOAKLAND, ME, US$4,940
Paid Grant-IMMERSIVE LEARNING THROUGHEXEMPTSOUTH CHINA, ME, US$4,934
Paid Grant-METALS PROJECTEXEMPTOAKLAND, ME, US$4,914
Paid Grant-AQUAPONICSEXEMPTMADISON, ME, US$4,084
Paid Grant-KIDSPAKEXEMPTAUGUSTA, ME, US$4,000
Paid Grant-GYMNASIUM EQUIPMENTEXEMPTOAKLAND, ME, US$3,200
Paid Grant-ART TABLESEXEMPTOAKLAND, ME, US$2,500
Paid Grant-PROMETHEAN PANELEXEMPTWATERVILLE, ME, US$2,500
Paid Grant-THE STAGEEXEMPTWATERVILLE, ME, US$1,600
Paid Grant-ASSISTIVE HEARINGEXEMPTOAKLAND, ME, US$1,500
Paid Grant-CNC MACHINEEXEMPTBINGHAM, ME, US$1,006
Paid Grant-AI DESIGNEXEMPTDEXTER, ME, US$1,000
Paid Grant-EXPANDING CAREERSEXEMPTDEXTER, ME, US$1,000
Paid Grant-SNOWSHOESEXEMPTDEXTER, ME, US$1,000
Paid Grant-PHOTOGRAPHY BEYOND PHONE (1&2)EXEMPTDEXTER, ME, US$1,000
Paid Grant-ROCKET DAY 2025EXEMPTDEXTER, ME, US$1,000
Paid Grant-SENSORSEXEMPTDEXTER, ME, US$1,000
Paid Grant-WEIGHT ROOM UPGRADES (1-4)EXEMPTDEXTER, ME, US$1,000
Paid Grant-BOOTS FOR STUDENTSEXEMPTDOVERFOXCROFT, ME, US$1,000
Paid Grant-FOOD CUPBOARDEXEMPTDOVERFOXCROFT, ME, US$1,000
Paid Grant-KITCHEN EQUIPMENTEXEMPTDOVERFOXCROFT, ME, US$1,000
Paid Grant-WATERCOLOR EXPLORATIONEXEMPTDOVERFOXCROFT, ME, US$1,000
Paid Grant-CHEM LAB PUMPEXEMPTOAKLAND, ME, US$1,000
Paid Grant-TECH TRADE TOOLSEXEMPTOAKLAND, ME, US$1,000
Paid Grant-CLASSROOM OFFICEEXEMPTOAKLAND, ME, US$1,000
Paid Grant-DIGITAL MEDIAEXEMPTOAKLAND, ME, US$1,000
Paid Grant-CERAMICSEXEMPTOAKLAND, ME, US$1,000
Paid Grant-PERCUSSIONEXEMPTNEWPORT, ME, US$1,000
Paid Grant-OUTDOOR EDUCATIONEXEMPTGUILFORD, ME, US$1,000
Paid Grant-LITERARY MAGAZINEEXEMPTWINTHROP, ME, US$1,000
Paid Grant-GREENHOUSE PROJECTEXEMPTWATERVILLE, ME, US$1,000
Paid Grant-TEENS FOR PLANET EARTHEXEMPTWATERVILLE, ME, US$1,000
Paid Grant-HUMANITARIAN WORKEXEMPTSOUTH CHINA, ME, US$1,000
Paid Grant-CROMWELL KITSEXEMPTDEXTER, ME, US$998
Paid Grant-ASLEXEMPTOAKLAND, ME, US$984
Paid Grant-VIDEO EQUIPMENTEXEMPTNEWPORT, ME, US$984
Paid Grant-LIFETIME FITNESSEXEMPTDOVERFOXCROFT, ME, US$981
Paid Grant-HAND CHIMESEXEMPTOAKLAND, ME, US$980
Paid Grant-GRAPHING CALCULATORSEXEMPTDEXTER, ME, US$975
Paid Grant-SCIENCE BASED LITERACYEXEMPTGUILFORD, ME, US$957
Paid Grant-CLASSROOM FURNITUREEXEMPTGUILFORD, ME, US$950
Paid Grant-STEM GAMESEXEMPTGUILFORD, ME, US$947
Paid Grant-REAL LIFE TECHEXEMPTFARMINGDALE, ME, US$940
Paid Grant-KIDS PLAYING KEYSEXEMPTWATERVILLE, ME, US$908
Paid Grant-SPHERO INDI ROBOTSEXEMPTFARMINGDALE, ME, US$900
Paid Grant-KINESTHETIC L. AIDSEXEMPTGUILFORD, ME, US$890
Paid Grant-ADHD SENSORY TOOLSEXEMPTDEXTER, ME, US$800
Paid Grant-PHYSICAL FITNESSEXEMPTOAKLAND, ME, US$800
Paid Grant-LIBRARY ACCESSIBILITY PROJECTEXEMPTBINGHAM, ME, US$800
Paid Grant-APPLIED PE PROGRAMEXEMPTDEXTER, ME, US$756
Paid Grant-WORKFORCE DEVELOPMENTEXEMPTOAKLAND, ME, US$721
Paid Grant-LIFE SKILLS KITCHEN UPDATE (1-8)EXEMPTDEXTER, ME, US$700
Paid Grant-MAKER SPACEEXEMPTDEXTER, ME, US$500
Paid Grant-MEDIA UPGRADEEXEMPTDEXTER, ME, US$500
Paid Grant-STUDENT CENTER LEARNINGEXEMPTDEXTER, ME, US$500
Paid Grant-ETIQUETTE DINNEREXEMPTDOVERFOXCROFT, ME, US$500
Paid Grant-WOODWORKINGEXEMPTDOVERFOXCROFT, ME, US$500
Paid Grant-FILM ELECTIVEEXEMPTFARMINGDALE, ME, US$500
Paid Grant-COMMUNITY SERVICE PROJECTEXEMPTOAKLAND, ME, US$500
Paid Grant-HYDROPONIC GARDENEXEMPTSOUTH CHINA, ME, US$500
Paid Grant-3D PRINTEREXEMPTOAKLAND, ME, US$380
Paid Grant-RELIGION/SOCIOLOGYEXEMPTDEXTER, ME, US$300
Paid Grant-TRAUMA INFORMED ARTEXEMPTDEXTER, ME, US$300
Paid Grant-LEGOSEXEMPTFARMINGDALE, ME, US$125
Filing and Contact Details

Filer

Filer Name
Oak Grove School
EIN
01-0211537
Phone
2072422559
Address
PO BOX 23, EAST VASSALBORO, ME 04935

Signing Officer

Name
Jennifer Day
Title
Treasurer
Phone
2079418890
Signed
2026-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Bbsc Cpas
Address
38 PARKWAY S, BREWER, ME 04412
Preparer
Jason D Gould CPA
Phone
2079418890
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03141
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt021037
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt021224
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt021224
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08765
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08765
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt058280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt035804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt091740
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0136309
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt082451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0164624
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt035804
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011906
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt022000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt223000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt323000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt415694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt77520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt820946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt95905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1223500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt39580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt39580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt022000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt223000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt323000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt415859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt55130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt611400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt717100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt821746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt96396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1224557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EQUIFAX INC. 2.6% 12/01/2024 CALLABL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1HUMANA INC. 3.85% 10/01/2024 CALLABL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2REVVITY, INC. 0.85% 09/15/2024 CALLA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TYSON FOODS, INC. 3.95% 08/15/2024 C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ISHARES TR IS 1-5 YR IN GR CR BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SPDR S&P 500 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SPDR S&P 500 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SPDR S&P 500 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VANGUARD EMERGING MARKT GOVT BND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VANGUARD EMERGING MARKT GOVT BND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VANGUARD EMERGING MARKT GOVT BND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VIRTUS WESTCHESTER EVENT DRIVEN I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VIRTUS WESTCHESTER EVENT DRIVEN I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13VIRTUS WESTCHESTER EVENT DRIVEN I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt045404
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt09
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt028315
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01810814
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01782499
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01810814
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt097275
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt097275
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt097275
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt098256
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0981
IRS990PF/DistributableAmountGrp/TotalTaxAmt0981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01603
IRS990PF/FMVAssetsEOYAmt02325074
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0109063
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt046540
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt046546
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01199828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01178542
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01525267
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0233606
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0571571
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt03141
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0414633
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0411492
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0429000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01548893
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01239243
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0486929
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0166079
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0278500
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt036300
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt037600
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt022979
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt045761
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt045761
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01818799
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01848414
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02325074
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt036300
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt037600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01818799
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01848414
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01782499
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01810814
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01995043
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0152615
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01468243
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029926
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0374185
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt098256
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01965117
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01995043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt16000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt17000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,848,414
Liabilities
$37,600
Net assets
$1,810,814
Revenue
$164,624
Expenses
$136,309
Net income
$28,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.85$0.04$1.81$0.16$0.14$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.82$0.04$1.78$0.14$0.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.04$1.77$0.31$0.16$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.04$1.62$0.22$0.14$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.04$1.54$0.17$0.08$0.09
2020Summary only. Only limited summary data is available for this year.$1.48$0.04$0.18$0.12$0.06
2019Summary only. Only limited summary data is available for this year.$1.42$0.04$0.13$0.22$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.04$1.27$0.04$0.16$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.04$1.47$0.15$0.19$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.04$1.51$0.19$0.18$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.04$1.50$0.16$0.09$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.47$0.04$1.44$0.18$0.22$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.51$0.04$1.47$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.42$0.04$1.38$0.21
Peer Organizations

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