Civic Intelligence

Janet H & C Harry Knowles Foundation Inc A/K/A Knowles Teacher Initiative

990PF • Fiscal year 2017 • EIN 01-0485964

Jun 01, 2016 to May 31, 2017 • Filed on Feb 24, 2018

Refreshing map…

1000 North Church StreetMoorestown, NJ 08057

(856) 608-0001

Siviq Scores

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

Liabilities / Assets

31st percentile

0.08x

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

1.12x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

5th percentile

-54%

Higher net margin than 5% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

44th percentile

$242,400

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

12th percentile

-3.7%

Faster asset growth than 12% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

162%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Down

$66,309,536

Down $2,568,335 (-3.7%) from 2016

Net Assets

Down

$61,152,618

Down $1,335,414 (-2.1%) from 2016

Liabilities

Down

$5,156,918

Down $1,232,921 (-19%) from 2016

Revenue

Up

$4,597,266

Up $2,841,865 (+162%) from 2016

Expenses

Up

$7,101,733

Up $373,553 (+5.6%) from 2016

Net Income

Up

-$2,504,467

Up $2,468,312 (+50%) from 2016

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $77,630,737Liabilities 2011: $265,3772011Assets 2012: $71,700,153Liabilities 2012: $368,4122012Assets 2013: $70,321,523Liabilities 2013: $412,493Net Assets 2013: $69,909,0302013Assets 2014: $73,807,523Liabilities 2014: $2,478,140Net Assets 2014: $71,329,3832014Assets 2015: $74,760,012Liabilities 2015: $4,808,465Net Assets 2015: $69,951,5472015Assets 2016: $68,877,871Liabilities 2016: $6,389,839Net Assets 2016: $62,488,0322016Assets 2017: $66,309,536Liabilities 2017: $5,156,918Net Assets 2017: $61,152,6182017Assets 2018: $68,351,657Liabilities 2018: $5,562,580Net Assets 2018: $62,789,0772018Assets 2019: $63,918,300Liabilities 2019: $6,000,185Net Assets 2019: $57,918,1152019Assets 2020: $61,314,604Liabilities 2020: $6,029,054Net Assets 2020: $55,285,5502020Assets 2021: $110,054,280Liabilities 2021: $5,814,592Net Assets 2021: $104,239,6882021Assets 2022: $83,707,741Liabilities 2022: $5,698,482Net Assets 2022: $78,009,2592022Assets 2023: $83,476,702Liabilities 2023: $10,774,534Net Assets 2023: $72,702,1682023Assets 2024: $81,632,561Liabilities 2024: $3,964,786Net Assets 2024: $77,667,7752024

Highlighted filing

2017

Assets$66,309,536
Liabilities$5,156,918
Net Assets$61,152,618

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: -$108,295Expenses 2011: $5,460,502Net Income 2011: -$5,568,7972011Revenue 2012: -$403,751Expenses 2012: $6,268,425Net Income 2012: -$6,672,1762012Revenue 2013: $1,289,101Expenses 2013: $6,892,284Net Income 2013: -$5,603,1832013Revenue 2014: $3,514,278Expenses 2014: $7,344,827Net Income 2014: -$3,830,5492014Revenue 2015: $1,527,308Expenses 2015: $6,968,451Net Income 2015: -$5,441,1432015Revenue 2016: $1,755,401Expenses 2016: $6,728,180Net Income 2016: -$4,972,7792016Revenue 2017: $4,597,266Expenses 2017: $7,101,733Net Income 2017: -$2,504,4672017Revenue 2018: $5,438,136Expenses 2018: $6,907,970Net Income 2018: -$1,469,8342018Revenue 2019: $4,274,744Expenses 2019: $6,456,301Net Income 2019: -$2,181,5572019Revenue 2020: $3,440,878Expenses 2020: $6,379,552Net Income 2020: -$2,938,6742020Revenue 2021: $41,056,382Expenses 2021: $5,602,352Net Income 2021: $35,454,0302021Revenue 2022: $6,312,977Expenses 2022: $7,467,269Net Income 2022: -$1,154,2922022Revenue 2023: $2,401,132Expenses 2023: $7,611,742Net Income 2023: -$5,210,6102023Revenue 2024: $5,309,784Expenses 2024: $7,156,689Net Income 2024: -$1,846,9052024

Highlighted filing

2017

Revenue$4,597,266
Expenses$7,101,733
Net Income-$2,504,467
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Feb 24, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR NICOLE GILLESPIECEO, TrusteeFT$230,000$12,400$242,400
STEPHANIE HOLMTreasurerFT$177,757$5,505$183,262
WILLIAM RULON-MILLERTrusteePT$167,320-$167,320
C HARRY KNOWLESChairmanPT$0--
JANET H KNOWLESSecretaryPT$0--
DR PAUL KUERBISTrusteePT$0--
LAWRENCE TINTTrusteePT$0--
DR EDWARD D VINERVice ChairmanPT$0--
HEATHER BUSKIRKTrustee, Senior FellowPT$0--
DR LUCY BALIAN RORKE-ADAMSTrusteePT$0--
ROBERT MORRISTrusteePT$0--
GEORGE WOHLREICHTrusteePT$0--
DR MICHAEL WITTMANNTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Janet H & C Harry Knowles Foundationinc
EIN
01-0485964
Phone
8566080001
Address
1000 NORTH CHURCH STREET, MOORESTOWN, NJ 08057

Signing Officer

Name
Dr Nicole Gillespie
Title
CEO
Phone
8566080001
Signed
2018-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Eisneramper Llp
Address
750 3RD AVENUE, NEW YORK, NY 10017
Preparer
Marie Arrigo
Phone
2129498700
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE JANET H. AND C. HARRY KNOWLES FOUNDATION, INC (THE "FOUNDATION") WAS ESTABLISHED IN 1999 TO INCREASE THE NUMBER AND QUALITY OF HIGH SCHOOL SCIENCE AND MATHEMATICS TEACHERS FOR GRADES 9-12 IN THE UNITED STATES. JANET AND HARRY KNOWLES (THE "KNOWLES") ESTABLISHED THE FOUNDATION BASED ON A STRONG BELIEF THAT AMERICA'S WELL-BEING AND ECONOMIC FUTURE HINGES ON BRINGING NEW SCIENTISTS AND MATHEMATICIANS INTO THE WORKFORCE. THEY ALSO WANTED TO RECOGNIZE THE TEACHERS WHO HELPED TO SHAPE THEIR LIVES. THEIR GOAL WAS, AND STILL IS, TO INCREASING THE QUANTITY OF HIGH QUALITY HIGH SCHOOL SCIENCE AND MATHEMATICS TEACHERS IN THE UNITED STATES. THE FOUNDATION HAS REGISTERED FOR AN ALTERNATIVE BUSINESS NAME AND OPERATES AS THE KNOWLES TEACHER INITIATIVE. THE KNOWLES TEACHER INITIATIVE IS COMMITTED TO SUPPORTING A NATIONAL NETWORK OF MATHEMATICS AND SCIENCE TEACHERS IN BUILDING LEADERSHIP AND COLLABORATION, FACILITATING EXPLORATION AND INNOVATION, AND ULTIMATELY IMPROVING MATHEMATICS AND SCIENCE EDUCATION IN THE U.S. THE KNOWLES TEACHING FELLOWSHIP IS A COMPREHENSIVE, FIVE-YEAR PROGRAM THAT SUPPORTS EARLY-CAREER, HIGH SCHOOL MATHEMATICS AND SCIENCE TEACHERS IN THEIR EFFORTS TO DEVELOP TEACHING EXPERTISE AND LEAD FROM THE CLASSROOM. EACH YEAR, WE AWARD KNOWLES TEACHING FELLOWSHIPS TO APPROXIMATELY 35 INDIVIDUALS WITH DEEP AND BROAD DISCIPLINARY KNOWLEDGE WHO ALSO DEMONSTRATE THE COMMITMENT AND POTENTIAL TO BECOME OUTSTANDING HIGH SCHOOL TEACHERS AND LEADERS. AFTER COMPLETING THE FIFTH YEAR OF THE FELLOWSHIP, KNOWLES TEACHING FELLOWS BECOME SENIOR FELLOWS WHO HAVE THE OPPORTUNITY TO REMAIN INVOLVED IN THE KNOWLES COMMUNITY THROUGHOUT THEIR CAREERS AND BE SUPPORTED IN ONGOING LEADERSHIP EFFORTS.ALTHOUGH WE INVEST DIRECTLY IN INDIVIDUAL TEACHERS THROUGH THE KNOWLES TEACHING FELLOWS PROGRAM, THE ULTIMATE OUTCOME OF THIS INVESTMENT IS A STRONG, NATIONAL NETWORK OF OUTSTANDING SCIENCE AND MATHEMATICS TEACHERS WITH THE DRIVE AND ABILITY TO IMPROVE THE U.S. EDUCATION SYSTEM BEGINNING WITH, BUT EXTENDING WELL BEYOND, THEIR OWN CLASSROOMS. ULTIMATELY, WE SEEK TO INCREASE THE IMPACT OF OUR PROGRAMS BY SUSTAINING, LEVERAGING AND AMPLIFYING THE INFLUENCE OF THIS NETWORK, RATHER THAN ATTEMPTING TO INCREASE THE NUMBER OF FELLOWSHIPS WE AWARD OR REPLICATE THE FELLOWSHIP PROGRAM ELSEWHERE.IN ADDITION TO THE TEACHING AND SENIOR FELLOWS PROGRAMS, WE OFFER PROFESSIONAL DEVELOPMENT FOR TEACHERS AND PROVIDE SERVICES TO SCHOOLS AND DISTRICTS THROUGH THE KNOWLES ACADEMY. KNOWLES ACADEMY OFFERINGS ARE CHARACTERIZED BY A COMMITMENT TO SUSTAINED PROFESSIONAL DEVELOPMENT BY TEACHERS, FOR TEACHERS AND THE DEVELOPMENT OF PROFESSIONAL COMMUNITY.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AIP-MORGAN STANLEY EMERGING PRIVATE MARKETS FUND I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11STRATEGY CAPITAL INVESTORS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12JPM PHOENIX STRUCTURED EQUITY NOTES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13EMERGING MARKETS EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14STRUCTURED NOTES
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IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0KNOWLES ACADEMY REVENUES
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt014000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0816100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03293928
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt03555
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0571522
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03555
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0575077
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01270262
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01312418
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0125083
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0177428
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01120705
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01120705
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01120705
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2504467
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt028016446
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt0118587
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0116364
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt028135
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt029217
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03293928
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04042887
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt067141
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt086902
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt088222
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt07746
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt02416151
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt07746
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt02358596
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt06055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0135796
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0171653
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt057550
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt057550
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt0344057
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0328065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0344057
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0710958
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt0333
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0227808
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0333
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0228141
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt022920
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt019463
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01245396
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0429296
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06452746
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0371746
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07101733
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04414633
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04597266
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0429296
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05182484
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0371746
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05789315
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt057550
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01225598
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01289449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt024191043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1531475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03039718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt167141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2187069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03039718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt167141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2187069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt027230761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1598616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2187069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03293928
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt067141
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2504467
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01169053
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt061152618
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt062488032
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt061152618
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt033000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt040429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt040429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt040429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt041677
IRS990PF/FMVAssetsEOYAmt066309536
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0381530
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0501167
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt012957
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt08552
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt012957
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt012957
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02646418
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01423821
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01423821
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01260465
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03718953
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02591960
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02458488
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02458488
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt0607241
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt032471
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt057630158
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt056306457
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt056306457
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05401068
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04655751
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblAmt05956244
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblBOYAmt05892031
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt05956244
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt05956244
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt076281
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0151569
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0151569
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt05892031
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt05963140
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt068877871
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt066309536
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt066309536
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt06389839
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05156918
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt068877871
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt066309536
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt062488032
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt061152618
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt056596001
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt055189478
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt058736992
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01797551
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt025908856
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0881055
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt031030585
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02892797
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt057855937
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt058736992
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0169157
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1132460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2129562
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3122110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt022344
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt115891
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt217270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt33835
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt48951
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$81.6$3.96$77.7$5.31$7.16$1.85
2023Detailed filing. Detailed filing data is available for this year.$83.5$10.8$72.7$2.40$7.61$5.21
2022Detailed filing. Detailed filing data is available for this year.$83.7$5.70$78.0$6.31$7.47$1.15
2021Detailed filing. Detailed filing data is available for this year.$110$5.81$104$41.1$5.60$35.5
2020Detailed filing. Detailed filing data is available for this year.$61.3$6.03$55.3$3.44$6.38$2.94
2019Detailed filing. Detailed filing data is available for this year.$63.9$6.00$57.9$4.27$6.46$2.18
2018Detailed filing. Detailed filing data is available for this year.$68.4$5.56$62.8$5.44$6.91$1.47
2017Detailed filing. Detailed filing data is available for this year.$66.3$5.16$61.2$4.60$7.10$2.50
2016Detailed filing. Detailed filing data is available for this year.$68.9$6.39$62.5$1.76$6.73$4.97
2015Detailed filing. Detailed filing data is available for this year.$74.8$4.81$70.0$1.53$6.97$5.44
2014Detailed filing. Detailed filing data is available for this year.$73.8$2.48$71.3$3.51$7.34$3.83
2013Detailed filing. Detailed filing data is available for this year.$70.3$0.41$69.9$1.29$6.89$5.60
2012Summary only. Only limited summary data is available for this year.$71.7$0.37$0.40$6.27$6.67
2011Summary only. Only limited summary data is available for this year.$77.6$0.27$0.11$5.46$5.57