Civic Intelligence

George W Mergens Foundation

990PF • Fiscal year 2019 • EIN 03-0345055

Sep 01, 2018 to Aug 31, 2019 • Filed on Dec 23, 2019

Organization Profile
PO Box 633Milton, VT 05468

(802) 893-4854

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$170,588

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

27th percentile

-1.4%

Faster asset growth than 27% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

9.6%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$18,675,691

Down $273,623 (-1.4%) from 2018

Net Assets

Down

$18,675,691

Down $273,623 (-1.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin11th percentile

Revenue

Up

$841,393

Up $73,537 (+9.6%) from 2018

Expenses

Down

$1,115,016

Down $547,280 (-33%) from 2018

Net Income

Up

-$273,623

Up $620,817 (+69%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$30M$20M$10M$0Assets 2011: $9,074,993Liabilities 2011: $1312011Assets 2012: $8,951,271Liabilities 2012: $1642012Assets 2013: $9,317,939Liabilities 2013: $02013Assets 2014: $9,093,620Liabilities 2014: $02014Assets 2015: $9,311,357Liabilities 2015: $0Net Assets 2015: $9,311,3572015Assets 2016: $20,307,075Liabilities 2016: $58Net Assets 2016: $20,307,0172016Assets 2017: $19,843,754Liabilities 2017: $0Net Assets 2017: $19,843,7542017Assets 2018: $18,949,314Liabilities 2018: $0Net Assets 2018: $18,949,3142018Assets 2019: $18,675,691Liabilities 2019: $0Net Assets 2019: $18,675,6912019Assets 2020: $17,861,643Liabilities 2020: $0Net Assets 2020: $17,861,6432020Assets 2021: $18,163,226Liabilities 2021: $0Net Assets 2021: $18,163,2262021Assets 2022: $18,529,843Liabilities 2022: $116Net Assets 2022: $18,529,7272022Assets 2023: $17,785,925Liabilities 2023: $270Net Assets 2023: $17,785,6552023Assets 2024: $17,167,415Liabilities 2024: $3,260Net Assets 2024: $17,164,1552024Assets 2025: $16,311,906Liabilities 2025: $3,637Net Assets 2025: $16,308,2692025

Highlighted filing

2019

Assets$18,675,691
Liabilities$0
Net Assets$18,675,691
Open 2019 Filing

Operations Trend

Revenue Growth66th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $518,815Expenses 2011: $607,590Net Income 2011: -$88,7752011Revenue 2012: $411,261Expenses 2012: $535,016Net Income 2012: -$123,7552012Revenue 2013: $908,238Expenses 2013: $540,044Net Income 2013: $368,1942013Revenue 2014: $373,044Expenses 2014: $597,363Net Income 2014: -$224,3192014Revenue 2015: $831,261Expenses 2015: $613,524Net Income 2015: $217,7372015Revenue 2016: $11,931,821Expenses 2016: $936,161Net Income 2016: $10,995,6602016Revenue 2017: $472,773Expenses 2017: $936,036Net Income 2017: -$463,2632017Revenue 2018: $767,856Expenses 2018: $1,662,296Net Income 2018: -$894,4402018Revenue 2019: $841,393Expenses 2019: $1,115,016Net Income 2019: -$273,6232019Revenue 2020: $368,704Expenses 2020: $1,182,752Net Income 2020: -$814,0482020Revenue 2021: $1,595,638Expenses 2021: $1,294,055Net Income 2021: $301,5832021Revenue 2022: $1,622,347Expenses 2022: $1,255,846Net Income 2022: $366,5012022Revenue 2023: $429,223Expenses 2023: $1,173,295Net Income 2023: -$744,0722023Revenue 2024: $501,903Expenses 2024: $1,123,403Net Income 2024: -$621,5002024Revenue 2025: $590,805Expenses 2025: $1,446,691Net Income 2025: -$855,8862025

Highlighted filing

2019

Revenue$841,393
Expenses$1,115,016
Net Income-$273,623
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Dec 23, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul G MergensPresident & TreasurerFT$150,000$20,588$170,588
William H WiltshireV-P; Director Of OperationsPT$150,000$13,712$163,712
Rachel MergensV-P; Director Of FinancePT$75,000$3,993$78,993
Mary E Mergens-LoughranVice-PresidentPT$0--
Lenora A MergensSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
George W Mergens Foundation
EIN
03-0345055
Phone
8028934854
Address
PO Box 633, Milton, VT 05468

Signing Officer

Name
Paul G Mergens
Title
President
Phone
8028934854
Signed
2019-12-23
Discuss with paid preparer
Yes

Preparer

Firm
Tapia & Huckabay PC
Address
PO Box 38, Vergennes, VT 05491
Preparer
William S Huckabay CPA
Phone
8028707086
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0976103
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0976103
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0976103
IRS990PF/DistributableAmountGrp/IncomeTaxAmt00
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0982424
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06321
IRS990PF/DistributableAmountGrp/TotalTaxAmt06321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt05600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0721
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05600
IRS990PF/FMVAssetsEOYAmt019879615
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0106475
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt044009
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt044009
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05146089
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05340686
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05398913
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013305968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012369341
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013506031
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt09083
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt011855
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt03759
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02772
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02772
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt018949314
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt018675691
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0387023
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0231382
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0231382
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018949314
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt018675691
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019879615
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018949314
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt018675691
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018949314
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt018675691
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0687501
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0696508
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019947701
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01359579
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018588122
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0299216
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0982424
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019648485
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt019947701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt332.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt430.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt475000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt020588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt313712
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt43993
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Paul G Mergens
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mary E Mergens-Loughran
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lenora A Mergens
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3William H Wiltshire
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Rachel Mergens
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice-President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3V-P; Director of Operations
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4V-P; Director of Finance
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO Box 633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Milton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Milton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Milton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Milton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Milton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd005468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd105468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd205468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd305468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd405468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0906483
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0912804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01449301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0766767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0704757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0423180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0392046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.068676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.037651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.039435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt019648485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt021103524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt020365236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt017132306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt09667029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09941464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0928986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.230674
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0922665
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0928986
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt06321
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0928986
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,675,691
Liabilities
$0
Net assets
$18,675,691
Revenue
$841,393
Expenses
$1,115,016
Net income
-$273,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.59$1.45$0.86
2024Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.50$1.12$0.62
2023Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.43$1.17$0.74
2022Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$1.62$1.26$0.37
2021Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$1.60$1.29$0.30
2020Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.37$1.18$0.81
2019Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$0.84$1.12$0.27
2018Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$0.77$1.66$0.89
2017Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$0.47$0.94$0.46
2016Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$11.9$0.94$11.0
2015Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$0.83$0.61$0.22
2014Summary only. Only limited summary data is available for this year.$9.09$0.00$0.37$0.60$0.22
2013Summary only. Only limited summary data is available for this year.$9.32$0.00$0.91$0.54$0.37
2012Summary only. Only limited summary data is available for this year.$8.95$0.00$0.41$0.54$0.12
2011Summary only. Only limited summary data is available for this year.$9.07$0.00$0.52$0.61$0.09