Civic Intelligence

The Barmore Fund

990PF • Fiscal year 2023 • EIN 01-0540393

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

Organization Profile
93 Governors Point RoadHarpswell, ME 04079-4339

(207) 729-5103

Siviq Scores

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

Liabilities / Assets

70th percentile

0.07x

Higher debt load relative to assets than 70% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

2.59x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

4th percentile

-232%

Higher net margin than 4% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

23rd percentile

-5.9%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-60%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$559,383

Down $35,357 (-5.9%) from 2022

Net Assets

Down

$519,883

Down $35,357 (-6.4%) from 2022

Liabilities

Flat

$39,500

Flat from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin4th percentile

Revenue

Down

$15,270

Down $23,017 (-60%) from 2022

Expenses

Down

$50,627

Down $1,246 (-2.4%) from 2022

Net Income

Down

-$35,357

Down $21,771 (-160%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $671,270Liabilities 2011: $37,0002011Assets 2012: $656,481Liabilities 2012: $36,5002012Assets 2013: $644,136Liabilities 2013: $36,5002013Assets 2014: $650,227Liabilities 2014: $37,0002014Assets 2015: $633,767Liabilities 2015: $02015Assets 2019: $617,854Liabilities 2019: $37,4392019Assets 2020: $604,690Liabilities 2020: $40,000Net Assets 2020: $564,6902020Assets 2021: $611,326Liabilities 2021: $42,500Net Assets 2021: $568,8262021Assets 2022: $594,740Liabilities 2022: $39,500Net Assets 2022: $555,2402022Assets 2023: $559,383Liabilities 2023: $39,500Net Assets 2023: $519,8832023Assets 2024: $548,862Liabilities 2024: $41,500Net Assets 2024: $507,3622024

Highlighted filing

2023

Assets$559,383
Liabilities$39,500
Net Assets$519,883
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$100K$50K$0-$50KRevenue 2011: $26,668Expenses 2011: $46,027Net Income 2011: -$19,3592011Revenue 2012: $21,662Expenses 2012: $44,853Net Income 2012: -$23,1912012Revenue 2013: $20,982Expenses 2013: $44,895Net Income 2013: -$23,9132013Revenue 2014: $21,757Expenses 2014: $44,999Net Income 2014: -$23,2422014Revenue 2015: $16,117Expenses 2015: $45,666Net Income 2015: -$29,5492015Revenue 2019: $15,155Expenses 2019: $45,583Net Income 2019: -$30,4282019Revenue 2020: $33,950Expenses 2020: $48,665Net Income 2020: -$14,7152020Revenue 2021: $58,264Expenses 2021: $54,128Net Income 2021: $4,1362021Revenue 2022: $38,287Expenses 2022: $51,873Net Income 2022: -$13,5862022Revenue 2023: $15,270Expenses 2023: $50,627Net Income 2023: -$35,3572023Revenue 2024: $38,435Expenses 2024: $50,956Net Income 2024: -$12,5212024

Highlighted filing

2023

Revenue$15,270
Expenses$50,627
Net Income-$35,357
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne B SandsPresident-$0--
Donna B BarmoreDirector-$0--
Johanna M BarmoreVice President-$0--
Corinne B BarmoreSecretary-$0--
Gregory T BarmoreTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Barmore Fund
EIN
01-0540393
Phone
2077295103
Address
93 Governors Point Road, Harpswell, ME 04079-4339

Signing Officer

Name
Gregory T Barmore
Title
Treasurer
Phone
2077295103
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
2211 Congress St, Portland, ME 04102
Preparer
Barbara J McGuan CPA
Phone
2077752387
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0138038
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2988
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010721
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01192
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01206
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06287
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0651
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt042679
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt050627
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt018258
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015270
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03179
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07537
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0141026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0138038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-2988
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-35357
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0519883
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0555240
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0519883
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt035771
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt035771
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt035771
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt035920
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0149
IRS990PF/DistributableAmountGrp/TotalTaxAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0773262
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0168647
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0137437
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0132446
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0215643
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0224876
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0431320
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt039500
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt039500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0107921
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0139831
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0152257
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0555240
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0519883
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt043907
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt057239
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt057239
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0594740
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0559383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0773262
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt039500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt039500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0594740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0559383
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0555240
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0519883
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt058622
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0729336
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt035121
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0694215
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010940
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt035920
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0718396
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0729336
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Suzanne B Sands
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Donna B Barmore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Johanna M Barmore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Corinne B Barmore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Gregory T Barmore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0710 Highview Terrace
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt193 Governors Point Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt234 Emerson Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt360 Old Field Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt493 Governors Point Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Lake Forrest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Harpswell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Newton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Yarmouth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Harpswell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1040794339
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd304096
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4040794339
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt042679
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$559,383
Liabilities
$39,500
Net assets
$519,883
Revenue
$15,270
Expenses
$50,627
Net income
-$35,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.49$0.42$5.07$0.38$0.51$0.13
2023Detailed filing. Detailed filing data is available for this year.$5.59$0.40$5.20$0.15$0.51$0.35
2022Detailed filing. Detailed filing data is available for this year.$5.95$0.40$5.55$0.38$0.52$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.11$0.43$5.69$0.58$0.54$0.04
2020Detailed filing. Detailed filing data is available for this year.$6.05$0.40$5.65$0.34$0.49$0.15
2019Summary only. Only limited summary data is available for this year.$6.18$0.37$0.15$0.46$0.30
2015Summary only. Only limited summary data is available for this year.$6.34$0.00$0.16$0.46$0.30
2014Summary only. Only limited summary data is available for this year.$6.50$0.37$0.22$0.45$0.23
2013Summary only. Only limited summary data is available for this year.$6.44$0.37$0.21$0.45$0.24
2012Summary only. Only limited summary data is available for this year.$6.56$0.37$0.22$0.45$0.23
2011Summary only. Only limited summary data is available for this year.$6.71$0.37$0.27$0.46$0.19