Civic Intelligence

Robert H and Eleanor S Heald Trust

990PF • Fiscal year 2019 • EIN 01-6131271

Jan 01, 2019 to Dec 31, 2019 • Filed on May 04, 2020

17 Sea StreetCamden, ME 04843

(207) 236-8836

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$15,587

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Assets

Up

$1,610,081

Up $344,633 (+27%) from 2017

Net Assets

Up

$1,610,081

Up $344,633 (+27%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$129,053

Down $83,084 (-39%) from 2017

Expenses

Up

$95,587

Up $5,575 (+6.2%) from 2017

Net Income

Down

$33,466

Down $88,659 (-73%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,055,882Liabilities 2010: $0Net Assets 2010: $1,055,8822010Assets 2011: $1,026,457Liabilities 2011: $0Net Assets 2011: $1,026,4572011Assets 2012: $965,296Liabilities 2012: $0Net Assets 2012: $965,2962012Assets 2013: $936,606Liabilities 2013: $0Net Assets 2013: $936,6062013Assets 2014: $906,135Liabilities 2014: $0Net Assets 2014: $906,1352014Assets 2015: $906,678Liabilities 2015: $0Net Assets 2015: $906,6782015Assets 2016: $1,143,275Liabilities 2016: $0Net Assets 2016: $1,143,2752016Assets 2017: $1,265,448Liabilities 2017: $0Net Assets 2017: $1,265,4482017Assets 2019: $1,610,081Liabilities 2019: $0Net Assets 2019: $1,610,0812019Assets 2020: $1,586,922Liabilities 2020: $0Net Assets 2020: $1,586,9222020Assets 2021: $1,492,766Liabilities 2021: $0Net Assets 2021: $1,492,7662021Assets 2022: $1,393,338Liabilities 2022: $0Net Assets 2022: $1,393,3382022Assets 2023: $1,395,108Liabilities 2023: $0Net Assets 2023: $1,395,1082023Assets 2024: $1,453,760Liabilities 2024: $0Net Assets 2024: $1,453,7602024

Highlighted filing

2019

Assets$1,610,081
Liabilities$0
Net Assets$1,610,081

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $51,9632010Expenses 2011: $47,1052011Expenses 2012: $59,5632012Revenue 2013: $40,645Expenses 2013: $69,335Net Income 2013: -$28,6902013Revenue 2014: $56,234Expenses 2014: $86,705Net Income 2014: -$30,4712014Revenue 2015: $70,322Expenses 2015: $69,779Net Income 2015: $5432015Revenue 2016: $317,710Expenses 2016: $81,113Net Income 2016: $236,5972016Revenue 2017: $212,137Expenses 2017: $90,012Net Income 2017: $122,1252017Revenue 2019: $129,053Expenses 2019: $95,587Net Income 2019: $33,4662019Revenue 2020: $78,504Expenses 2020: $101,663Net Income 2020: -$23,1592020Revenue 2021: $20,408Expenses 2021: $114,564Net Income 2021: -$94,1562021Revenue 2022: $14,658Expenses 2022: $114,086Net Income 2022: -$99,4282022Revenue 2023: $94,375Expenses 2023: $92,604Net Income 2023: $1,7712023Revenue 2024: $169,348Expenses 2024: $110,954Net Income 2024: $58,3942024

Highlighted filing

2019

Revenue$129,053
Expenses$95,587
Net Income$33,466
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 4, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENDLE A JONESTrustee-$15,587-$15,587
Filing and Contact Details

Filer

Filer Name
Robert H & Eleanor S Heald Trust
EIN
01-6131271
Phone
2072368836
Address
17 SEA STREET, CAMDEN, ME 04843

Signing Officer

Name
Rendle a Jones
Title
Trustee
Phone
2072368836
Signed
2020-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
30 LONG CREEK DRIVE, SOUTH PORTLAND, ME 04106-2437
Preparer
Nick Crosman
Phone
2077745701
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0845246
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0171317
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0171317
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0664388
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01374555
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01776659
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt064210
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt064209
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt091401
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0608548
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0644785
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01573844
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01610081
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02039377
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01573844
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01610081
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01573844
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01610081
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01901011
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0363137
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01537874
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028515
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt093625
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01872496
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01901011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt015587
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RENDLE A JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt017 SEA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CAMDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004843
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt090616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt091828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt092236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt078363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt069899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt063206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt080251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042932
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.056505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01872496
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01809246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01745157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01498474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01472229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01420258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt082615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.241967
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt082615
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt082615
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt082615
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RENDLE A JONES ESQ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017 SEA STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CAMDEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004843
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02072367171
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028746
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt117279
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt317279
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SECONDARY EDUCATIONAL FUNDING FOR UNION, ME STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO EDUCATE AND RETAIN HISTORY OF UNION, ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HEALD SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PEOPLES METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNION HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VOSE LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O RENDLE JONES PO BOX 190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113 CHAPEL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2343 CAMDEN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3343 CAMDEN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SOUTH THOMASTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104858
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd304862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt074821
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt082615
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt091200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06887
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06887
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.17$0.11$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.01$0.11$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.02$0.11$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.08$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.13$0.10$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.21$0.09$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.32$0.08$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.07$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.07$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05
2010Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05