Civic Intelligence

New Ipswich Library

990PF • Fiscal year 2021 • EIN 02-0262059

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 10, 2021

PO Box 320New Ipswich, NH 03071

(603) 878-4644

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.03x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

7th percentile

-65%

Higher net margin than 7% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

60th percentile

11%

Faster asset growth than 60% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

43rd percentile

6.2%

Faster revenue growth than 43% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$975,544

Up $100,330 (+11%) from 2020

Net Assets

Up

$973,971

Up $99,427 (+11%) from 2020

Liabilities

Up

$1,573

Up $903 (+135%) from 2020

Revenue

Up

$45,140

Up $2,638 (+6.2%) from 2020

Expenses

Down

$74,314

Down $3,221 (-4.2%) from 2020

Net Income

Up

-$29,174

Up $5,859 (+17%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $591,641Liabilities 2011: $02011Assets 2012: $591,305Liabilities 2012: $02012Assets 2013: $666,686Liabilities 2013: $5872013Assets 2014: $707,360Liabilities 2014: $662Net Assets 2014: $706,6982014Assets 2015: $733,963Liabilities 2015: $542Net Assets 2015: $733,4212015Assets 2016: $749,061Liabilities 2016: $542Net Assets 2016: $748,5192016Assets 2017: $805,365Liabilities 2017: $767Net Assets 2017: $804,5982017Assets 2018: $853,125Liabilities 2018: $482Net Assets 2018: $852,6432018Assets 2019: $869,217Liabilities 2019: $2Net Assets 2019: $869,2152019Assets 2020: $875,214Liabilities 2020: $670Net Assets 2020: $874,5442020Assets 2021: $975,544Liabilities 2021: $1,573Net Assets 2021: $973,9712021Assets 2022: $824,069Liabilities 2022: $0Net Assets 2022: $824,0692022Assets 2023: $828,623Liabilities 2023: $1,623Net Assets 2023: $827,0002023Assets 2024: $882,978Liabilities 2024: $1,704Net Assets 2024: $881,2742024

Highlighted filing

2021

Assets$975,544
Liabilities$1,573
Net Assets$973,971

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $51,028Expenses 2011: $37,581Net Income 2011: $13,4472011Revenue 2012: $53,719Expenses 2012: $38,536Net Income 2012: $15,1832012Revenue 2013: $57,545Expenses 2013: $45,890Net Income 2013: $11,6552013Revenue 2014: $31,325Expenses 2014: $44,679Net Income 2014: -$13,3542014Revenue 2015: $57,492Expenses 2015: $44,981Net Income 2015: $12,5112015Revenue 2016: $42,280Expenses 2016: $38,785Net Income 2016: $3,4952016Revenue 2017: $41,101Expenses 2017: $40,865Net Income 2017: $2362017Revenue 2018: $40,084Expenses 2018: $42,895Net Income 2018: -$2,8112018Revenue 2019: $41,165Expenses 2019: $58,526Net Income 2019: -$17,3612019Revenue 2020: $42,502Expenses 2020: $77,535Net Income 2020: -$35,0332020Revenue 2021: $45,140Expenses 2021: $74,314Net Income 2021: -$29,1742021Revenue 2022: $44,452Expenses 2022: $80,561Net Income 2022: -$36,1092022Revenue 2023: $56,432Expenses 2023: $64,583Net Income 2023: -$8,1512023Revenue 2024: $66,968Expenses 2024: $100,239Net Income 2024: -$33,2712024

Highlighted filing

2021

Revenue$45,140
Expenses$74,314
Net Income-$29,174
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 10, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brenda PelleritoPresident-$0--
Earl SomeroTrustee-$0--
Lisa Derby OdenTrustee-$0--
Jacquelyn OConnorSecretary-$0--
Joel PeltokangasTreasurer-$0--
Audrey GriffisTrustee-$0--
Filing and Contact Details

Filer

Filer Name
New Ipswich Library
EIN
02-0262059
Address
PO Box 320, New Ipswich, NH 03071

Signing Officer

Name
Joel Peltokangas
Title
Treasurer
Phone
6038784644
Signed
2021-12-10
Discuss with paid preparer
No

Preparer

Firm
Romeril Tax & Accounting LLC
Address
712 Turnpike Road PO Box 349, New Ipswich, NH 03071
Preparer
Carol Romeril
Phone
6038785388
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-2595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-68
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-2841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-3354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-2032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-6214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-10041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-2045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-7261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-3840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-2568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-1968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt235124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-1334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt818020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt922985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1113358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1212839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1327508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1413893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1526154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1622450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1730354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1816890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1912359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2013631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2156068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2214894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2369990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt243901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc025701 Invesco Global Opportunities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11042 Baron Discovery Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25671 Baron Emerging Mrkts Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3137019 Federated Hermes Hi YLD Tru
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4105313 Western Asset Ultra Short
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc578429 MFS New Discovery
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc626676 Catalyst Millburn Hedge
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc79959 New World Fund Class
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81810 SPDR S&P Dividend ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9412957 Invesco Global Opp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10102338 BNY Mellon Global
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11780686 Baron Discovery Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121158743 Baron Emerging Mrkts
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc132167711 Calamos MKT Neutral Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142485404Federated Hermes Hi YLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151480 ISHARES TR S&P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc162040 ISHARES TR S&P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17358787 Western Asset Ultra
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18155241 MFS New Discovery
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19504649 Catalyst Millburn Hedge
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2025084 New World Fund Class
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc215540323 PIMCO Investment Grade
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc222490607 Putnam Diversified
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc237030 SPDR S&P Dividend
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2487104 Vanguard Tax Managed Small
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-934
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-29174
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0128601
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0973971
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0874544
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0973971
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt045010
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt045010
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt045010
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt045232
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0222
IRS990PF/DistributableAmountGrp/TotalTaxAmt0222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0971004
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0805760
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0936035
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0936034
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt05803
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt010342
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt04456
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt04539
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0874544
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0973971
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt043503
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt016019
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt016019
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0670
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01573
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt021495
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt018951
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt018951
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0875214
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0975544
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0971004
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0670
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01573
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0875214
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0975544
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0874544
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0973971
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0918424
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt020767
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0897657
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013776
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt045232

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.83$0.02$8.81$0.67$1.00$0.33
2023Detailed filing. Detailed filing data is available for this year.$8.29$0.02$8.27$0.56$0.65$0.08
2022Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.44$0.81$0.36
2021Detailed filing. Detailed filing data is available for this year.$9.76$0.02$9.74$0.45$0.74$0.29
2020Detailed filing. Detailed filing data is available for this year.$8.75$0.01$8.75$0.43$0.78$0.35
2019Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.41$0.59$0.17
2018Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.40$0.43$0.03
2017Detailed filing. Detailed filing data is available for this year.$8.05$0.01$8.05$0.41$0.41$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$0.01$7.49$0.42$0.39$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.34$0.01$7.33$0.57$0.45$0.13
2014Detailed filing. Detailed filing data is available for this year.$7.07$0.01$7.07$0.31$0.45$0.13
2013Summary only. Only limited summary data is available for this year.$6.67$0.01$0.58$0.46$0.12
2012Summary only. Only limited summary data is available for this year.$5.91$0.00$0.54$0.39$0.15
2011Summary only. Only limited summary data is available for this year.$5.92$0.00$0.51$0.38$0.13
Peer Organizations

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