Civic Intelligence

Simmons Foundation Inc.

990PF • Fiscal year 2011 • EIN 01-0277832

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 27, 2012

PO Box 426 One Canal Plaza04112
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

66th percentile

$950

Higher top officer pay than 66% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$2,467,949

No earlier filing loaded for comparison.

Net Assets

$2,459,154

No earlier filing loaded for comparison.

Liabilities

$8,795

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$178,919

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,467,949Liabilities 2011: $8,795Net Assets 2011: $2,459,1542011Assets 2012: $2,591,918Liabilities 2012: $9,901Net Assets 2012: $2,582,0172012Assets 2013: $2,860,780Liabilities 2013: $8,369Net Assets 2013: $2,852,4112013Assets 2014: $2,958,254Liabilities 2014: $9,750Net Assets 2014: $2,948,5042014Assets 2015: $2,738,827Liabilities 2015: $4,596Net Assets 2015: $2,734,2312015Assets 2016: $2,731,107Liabilities 2016: $2,260Net Assets 2016: $2,728,8472016Assets 2017: $3,062,347Liabilities 2017: $5,364Net Assets 2017: $3,056,9832017Assets 2018: $2,777,853Liabilities 2018: $497Net Assets 2018: $2,777,3562018Assets 2019: $3,249,771Liabilities 2019: $4,907Net Assets 2019: $3,244,8642019Assets 2020: $3,564,075Liabilities 2020: $10,179Net Assets 2020: $3,553,8962020Assets 2021: $3,819,872Liabilities 2021: $12,126Net Assets 2021: $3,807,7462021Assets 2022: $3,068,577Liabilities 2022: $1,503Net Assets 2022: $3,067,0742022Assets 2023: $3,331,940Liabilities 2023: $14,053Net Assets 2023: $3,317,8872023Assets 2024: $3,568,804Liabilities 2024: $11,860Net Assets 2024: $3,556,9442024

Highlighted filing

2011

Assets$2,467,949
Liabilities$8,795
Net Assets$2,459,154

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $178,9192011Expenses 2012: $171,9902012Revenue 2013: $470,588Expenses 2013: $200,194Net Income 2013: $270,3942013Revenue 2014: $283,703Expenses 2014: $187,610Net Income 2014: $96,0932014Revenue 2015: -$38,643Expenses 2015: $175,630Net Income 2015: -$214,2732015Revenue 2016: $192,442Expenses 2016: $197,826Net Income 2016: -$5,3842016Revenue 2017: $486,157Expenses 2017: $158,021Net Income 2017: $328,1362017Revenue 2018: -$137,522Expenses 2018: $142,105Net Income 2018: -$279,6272018Revenue 2019: $642,640Expenses 2019: $175,132Net Income 2019: $467,5082019Revenue 2020: $487,272Expenses 2020: $178,240Net Income 2020: $309,0322020Revenue 2021: $484,426Expenses 2021: $230,576Net Income 2021: $253,8502021Revenue 2022: -$571,792Expenses 2022: $168,880Net Income 2022: -$740,6722022Revenue 2023: $468,625Expenses 2023: $217,812Net Income 2023: $250,8132023Revenue 2024: $467,023Expenses 2024: $227,966Net Income 2024: $239,0572024

Highlighted filing

2011

Revenue-
Expenses$178,919
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 27, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL H RAUSCHTreas.-$950-$950
ROBERT WOODWARDPres.-$50-$50
STEPHEN G WOODWARD1st VP-$50-$50
DOROTHY WENTWORTH2nd VP-$50-$50
SUZANNE G W MCGUFFEYTrustee-$50-$50
ROBERT ARANSON MDTrustee-$50-$50
MARIE LOUGHREYTrustee-$50-$50
REV ANITA WHITETrustee-$50-$50
SAMUEL WOODWARDTrustee-$50-$50
JOHN R OPPERMAN ESQTrustee-$50-$50
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF SOUTHERN MAINEProgramScholarshipExemptPORTLAND, ME, US$10,000
Paid GrantWASHINGTON COUNTY CHILDREN'S PROGRAMProjectDental ClinicExemptMACHIAS, ME, US$7,500
Paid GrantSPECTRUM GENERATIONSProjectMeals on WheelsExemptAUGUSTA, ME, US$7,000
Paid GrantGOOD SHEPERD FOOD BANKMatchingAgencyProgramExemptAUBURN, ME, US$7,000
Paid GrantTRINITY JUBILEE CENTERMeals ProgramFeeding L-AExemptLEWISTON, ME, US$7,000
Paid GrantGOODWILL INDUSTRIES OF NNEWithMaking StridesTechnologiesExemptPORTLAND, ME, US$6,500
Paid GrantPORTLAND SYMPHONY ORCHESTRACommunityEducation &ProgramsExemptPORTLAND, ME, US$6,000
Paid GrantWAYSIDE FOOD PROGRAMMeals ProgramExemptPORTLAND, ME, US$5,694
Paid GrantCHILD ABUSE PREVENTION COUNCILPreventionAbuseProgramExemptKENNEBUNK, ME, US$5,000
Paid GrantMAINE HOUSING & BUILDING MATERIALS EXCHANGEMaterialsBuildingSupply FundExemptLISBON, ME, US$5,000
Paid GrantA COMPANY OF GIRLSSupportOperatingExemptPORTLAND, ME, US$5,000
Paid GrantCANCER COMMUNITY CENTERWellness ProgramExemptSOUTH PORTLAND, ME, US$5,000
Paid GrantTHE PROGRESS CENTERSoup KitchenExemptNORWAY, ME, US$5,000
Paid GrantJOBS FOR MAINE GRADUATESLiteracyFinancialProgramExemptAUGUSTA, ME, US$5,000
Paid GrantMAINE IRISH CHILDREN'S PROGRAMEducationCross CulturalProjectExemptPORTLAND, ME, US$5,000
Paid GrantSTRATEGIC INITIATIVES DEVELOPERGreenhouse ProjectHighlands GardensExemptDOVERFOXCROFT, ME, US$5,000
Paid GrantSOUTHERN MAINE AGENCY ON AGINGClassesSavvy CaregiverExemptSCARBOROUGH, ME, US$5,000
Paid GrantLAKE REGION SENIOR SERVICE INCTransportationSeniorProgramExemptBRIDGTON, ME, US$5,000
Paid GrantHEBRON ACADEMYProgramTuitionExemptHEBRON, ME, US$5,000
Paid GrantGOULD ACADEMYProgramScholarshipExemptBETHEL, ME, US$5,000
Paid GrantLADAWN QUARTER HORSE THERAPUTIC RIDING CTROutreachChildren'sExemptDAYTON, ME, US$3,000
Paid GrantVSA MAINESummerArtVanSessionExemptBRUNSWICK, ME, US$3,000
Paid GrantAROOSTOOK MENTAL HEALTH SRVCamp ProgramTeen LeadershipExemptCARIBOU, ME, US$3,000
Paid GrantMAINE MEDICAL CENTERWellnessWorksiteProgramExemptFALMOUTH, ME, US$2,500
Paid GrantHOSPICE VOLUNTEERS OF WATERVILLE AREAHomeCamp Ray ofExemptWATERVILLE, ME, US$2,500
Paid GrantUNIVERSITY OF NEW ENGLANDProject"You the Man"ExemptPORTLAND, ME, US$2,500
Paid GrantTREKKERS INCExpansion ProjectExemptTENANTS HARBOR, ME, US$2,500
Paid GrantTHE PROGRESS CENTEREquipementTree WorksProjectExemptNORWAY, ME, US$2,000
Paid GrantCAMP SUNSHINE AT SEBAGO LAKE INCSponsorshipFamilyProgramExemptCASCO, ME, US$2,000
Paid GrantTHE PROGRESS CENTERIndividuals withFitness forDisabilitesExemptNORWAY, ME, US$1,000
Paid GrantCHILD STUDY CENTERDevelopmentChildProgramExemptORONO, ME, US$1,000
Filing and Contact Details

Filer

EIN
01-0277832
Raw XML AppendixShowing 400 of 1,108 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount05100
AccountingFeesSchedule/AccountingFees/Category0Fortin Howgate & Harmon Tax and financial stmt
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps03400
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01700
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis0329829
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/BasisMethod0FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0361168
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0Investments
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet031339
GeneralExplanationAttachment/GeneralExplanation/Explanation0LINE 2B THERE ARE NO PRESCRIBED FORMS FOR THE SUBMISSION OF APPLICATIONS. HOWEVER, THE FOLLOWING INFORMATION MUST BE PROVIDED: 1) THE APPLICANT'S TAX EXEMPT NUMBER 2) A COPY OF THE ORGANIZATION'S HANDBOOK 3) A BRIEF OUTLINE OF THE HISTORY OF THE ORGANIZATION 4) THE CHARITABLE PURPOSE OF THE APPLICANT ORGANIZATION 5) DETAILS REGARDING THE SPECIFIC REQUEST MADE AS PART OF THE APPLICATION FOR FUNDS LINE 2D THE FOUNDATION DOES NOT MAKE AWARDS TO INDIVIDUALS OR ORGANIZATIONS WITHOUT VALID FEDERAL INCOME TAX EXEMPTIONS. AWARDS ARE GENERALLY RESTRICTED TO ORGANIZATIONS OPERATING WITHIN MAINE.
GeneralExplanationAttachment/GeneralExplanation/Identifier0Part XV Line 2
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue162568
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV070014
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV162568
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV224907
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0Ishares Barclays Tips Bonds Fund 600 shrs
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1Ishares Ibox $ Invest Grade Corp Bonds 550 shrs
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2SPDR Barclays Capital Inter Term Credit Bond EFT 750 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue023001
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue124721
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue234335
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue336329
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue421271
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue573431
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue661297
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue745900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue872519
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue932607
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1022290
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1133889
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1274168
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1377384
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1424457
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1529260
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1774165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1819677
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1923908
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3732295
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3833950
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3918172
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4020830
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4114749
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4228577
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4330090
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4434671
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4521490
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4626747
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4745816
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4825068
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV023001
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV124721
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV234335
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV336329
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV421271
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1377384
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1424457
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1529260
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1636435
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1774165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1819677
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1923908
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2036771
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2121145
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2227688
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2322111
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2410913
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2529023
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2628403
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2727560
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2828515
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2913302
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3060662
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3154922
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3222369
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3331848
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3487075
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3533503
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3648465
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3732295
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3833950
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3918172
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4020830
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4114749
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4228577
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4330090
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4434671
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4521490
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4626747
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4745816
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4825068
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0Air Products & Chemicals Inc. 270 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1BHP Billiton Ltd. 350 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2Dupont E I De Nemours & Co. 750 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3CSX Corp 1725 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4Deere & Co. 275 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5General Electric 4100 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63M Co. 750 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7Genuine Parts Co. 750 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8Home Depot Inc. 1725 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9McDonalds Corp 325 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10Omnicom Group 500 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11TJX Cos Inc 525 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12Coca Cola Co 1060 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13Procter & Gamble Co 1160 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14Apache Corp 270 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15Chevron Corp 275 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16Conocophillips 500 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17Exxon Mobil Corp 875 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18Occidental Pertroleum Corp 210 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19Schlumberger Limited 350 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20AFLAC Inc 850 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21Capital One Finl Corp 500 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22Chubb Corporation 400 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23JPMorgan Chase & Co 665 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24Metlife Inc 350 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25State Street Corp 720 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26US Bancorp Del New 1050 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27Wells Fargo & Co New 1000 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28Allergan Inc. 325 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29Gilead Sciences Inc 325 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30Johnson & Johnson Inc. 925 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31Pfizer Inc 2538 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32Stryker Corp 450 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33Dominion Res Inc VA 600 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34Apple Inc 215 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35Dell Inc 2290 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36EMC Corp 2250 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37Google Inc Cl A 50 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38Intel Corp 1400 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39Microsoft Corp 700 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40Motorola Solutions Inc 450 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41Oracle Corporation 575 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42AT&T Inc 945 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43Verizon Communications 750 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44Ishares Tr MSCI EAFE Index 700 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45Vanguard Itn'l Value Fd 807 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46Vanguard MSCI Emerging EFT 700 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47Vanguard Small Cap Growth EFT 600 shrs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48Vanguard Small Cap Value EFT 400 shrs
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses096954
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IRS990PF/BalanceSheets/OtherAssetsEOY03517
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IRS990PF/BalanceSheets/OtherLiabilitiesEOY08795
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY074401
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV074401
IRS990PF/BalanceSheets/TotalAssetsBOY02559444
IRS990PF/BalanceSheets/TotalAssetsEOY02467949
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IRS990PF/BalanceSheets/TotalNetAssetsBOY02541119
IRS990PF/BalanceSheets/TotalNetAssetsEOY02459154
IRS990PF/BalanceSheets/UnrestrictedBOY02541119
IRS990PF/BalanceSheets/UnrestrictedEOY02459154
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis194646
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis20411
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis23367
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2413828
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-06-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-07-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-06-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42001-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52006-03-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62006-03-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72008-12-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82009-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92008-01-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102001-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112001-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122001-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132009-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142001-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152009-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162007-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172002-08-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182001-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192001-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202001-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212009-10-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222009-10-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232001-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242009-10-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-06-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-06-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-06-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-11-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-10-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-02-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182011-06-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-10-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202011-06-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-06-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222011-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242011-06-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation50
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation130
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation180
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation190
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation200
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation210
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation220
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation230
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation240
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0NVIDIA 510 shrs
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2Research in Motion 200 shrs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3Cisco Systems Inc 175 shrs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset43M Co 125 shrs
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7Bank of New York Mellon 775 shrs
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10Coca Cola Co 145 shrs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11Coca Cola Co 125 shrs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12Corning Inc 1400 shrs
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14Exxon Mobil Corp 125 shrs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15Federal Farm Credit Bank 25000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16Federal Home Loan Bank 50000
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18International Business Machines 100 shrs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19International Business Machines 225 shrs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20Johnson & Johnson Inc 150 shrs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21Pfizer Inc 500 shrs
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22Pfizer Inc 500 shrs

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.57$0.01$3.56$0.47$0.23$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.33$0.01$3.32$0.47$0.22$0.25
2022Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.57$0.17$0.74
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.82$0.01$3.81$0.48$0.23$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.01$3.55$0.49$0.18$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.24$0.64$0.18$0.47
2018Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.14$0.14$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.01$3.06$0.49$0.16$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.19$0.20$0.01
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.74$0.00$2.73$0.04$0.18$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.96$0.01$2.95$0.28$0.19$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.86$0.01$2.85$0.47$0.20$0.27
2012Detailed filing. Detailed filing data is available for this year.$2.59$0.01$2.58$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.47$0.01$2.46$0.18