Civic Intelligence

Franklin Square House Foundation Inc

990PF • Fiscal year 2020 • EIN 04-2103780

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 20, 2021

Organization Profile
PO Box 78037Belmont, MA 02478

(617) 312-3400

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.08x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$172,105

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

33rd percentile

1.5%

Faster asset growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$22,045,897

Up $331,709 (+1.5%) from 2019

Net Assets

Up

$21,897,689

Up $318,962 (+1.5%) from 2019

Liabilities

Up

$148,208

Up $12,747 (+9.4%) from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin75th percentile

Revenue

Up

$1,872,921

Up $313,543 (+20%) from 2019

Expenses

Down

$1,532,707

Down $244,572 (-14%) from 2019

Net Income

Up

$340,214

Up $558,115 (+256%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$30M$20M$10M$0Assets 2010: $22,350,173Liabilities 2010: $30,605Net Assets 2010: $22,319,5682010Assets 2011: $19,938,844Liabilities 2011: $29,643Net Assets 2011: $19,909,2012011Assets 2012: $19,235,280Liabilities 2012: $15,275Net Assets 2012: $19,220,0052012Assets 2013: $19,668,872Liabilities 2013: $18,182Net Assets 2013: $19,650,6902013Assets 2014: $20,038,235Liabilities 2014: $12,000Net Assets 2014: $20,026,2352014Assets 2015: $20,534,366Liabilities 2015: $15,400Net Assets 2015: $20,518,9662015Assets 2016: $20,466,901Liabilities 2016: $14,242Net Assets 2016: $20,452,6592016Assets 2017: $21,901,963Liabilities 2017: $49,557Net Assets 2017: $21,852,4062017Assets 2018: $21,916,159Liabilities 2018: $52,123Net Assets 2018: $21,864,0362018Assets 2019: $21,714,188Liabilities 2019: $135,461Net Assets 2019: $21,578,7272019Assets 2020: $22,045,897Liabilities 2020: $148,208Net Assets 2020: $21,897,6892020Assets 2021: $22,327,656Liabilities 2021: $120,484Net Assets 2021: $22,207,1722021Assets 2022: $23,216,731Liabilities 2022: $31,012Net Assets 2022: $23,185,7192022Assets 2023: $24,422,145Liabilities 2023: $26,064Net Assets 2023: $24,396,0812023Assets 2024: $23,751,306Liabilities 2024: $43,801Net Assets 2024: $23,707,5052024

Highlighted filing

2020

Assets$22,045,897
Liabilities$148,208
Net Assets$21,897,689
Open 2020 Filing

Operations Trend

Revenue Growth77th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,308,3852010Expenses 2011: $1,463,1472011Expenses 2012: $1,876,5412012Revenue 2013: $1,475,171Expenses 2013: $1,110,606Net Income 2013: $364,5652013Revenue 2014: $1,508,563Expenses 2014: $1,295,918Net Income 2014: $212,6452014Revenue 2015: $1,901,996Expenses 2015: $1,331,201Net Income 2015: $570,7952015Revenue 2016: $1,184,043Expenses 2016: $1,250,350Net Income 2016: -$66,3072016Revenue 2017: $2,891,597Expenses 2017: $1,404,495Net Income 2017: $1,487,1022017Revenue 2018: $1,339,255Expenses 2018: $1,328,346Net Income 2018: $10,9092018Revenue 2019: $1,559,378Expenses 2019: $1,777,279Net Income 2019: -$217,9012019Revenue 2020: $1,872,921Expenses 2020: $1,532,707Net Income 2020: $340,2142020Revenue 2021: $1,751,397Expenses 2021: $1,388,321Net Income 2021: $363,0762021Revenue 2022: $2,658,065Expenses 2022: $1,724,477Net Income 2022: $933,5882022Revenue 2023: $2,774,200Expenses 2023: $1,625,077Net Income 2023: $1,149,1232023Revenue 2024: $908,123Expenses 2024: $1,591,378Net Income 2024: -$683,2552024

Highlighted filing

2020

Revenue$1,872,921
Expenses$1,532,707
Net Income$340,214
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 20, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E GOLDSTEINExecutive DirectorFT$172,105-$172,105
ELLEN CHRISTIEBoard Member-$0--
VANESSA CALDERON-ROSADOClerk-$0--
JENNIFER GILBERTBoard Member-$0--
BARRY MILLSBoard Member-$0--
JANET FRAZIERTreasurer-$0--
HEMMIE CHANGBoard Member-$0--
MARILYN CRONEBoard Member-$0--
ANITA HUGGINSBoard Member-$0--
RUTH ELLEN FITCHVice President-$0--
AUDREY K WANGPresident-$0--
LYNDIA DOWNIEBoard Member-$0--
PATRICIA BELDENBoard Member-$0--
CHIP FLOWERSBoard Member-$0--
DEBORAH CHAUSSEBoard Member-$0--
MARK RICKABAUGHBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Franklin Square House Foundation Inc
EIN
04-2103780
Phone
6173123400
Address
PO BOX 78037, BELMONT, MA 02478

Signing Officer

Name
Audrey K Wang
Title
President
Phone
6173123400
Signed
2021-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Smith Sullivan & Brown Pc
Address
80 FLANDERS ROAD - SUITE 200, WESTBOROUGH, MA 01581
Preparer
Sandra M Brown CPA
Phone
5088717178
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82214 IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96000 DIGITAL REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107000 BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111717 IDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123363 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138395 TRUIST FINL CO 5.2% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1410000 NTNL STORAGE AFF 6% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152392 SHS BROADRIDGE FINL SOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161229 SHS AIR PROD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17775 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182210 SHS AUTO DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192398 SHS ANALOG DEVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202145 SHS DOMINION RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm212180 ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm223950 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231510 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm246015 SHS NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm252275 PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm264090 VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271595 SHS UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm288395 TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291610 SHS ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm303080 SHS MARCH & MC LENNAN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311953 SHS FIDELITY NATL INFO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm322970 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm334274 SHS ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm342864 SHS WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351423 SHS VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm362408 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm374920 SHS TAUBMAN CENTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm382250 SHS HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm393898 LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm403230 SHS INTERCONTINENTAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm413995 SHS MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm422025 SHS MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm436000 SHS STAG INDUSTR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441251 SHS ANTHEM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm457000 SHS BOSTON PROPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm464725 SHS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm471896 SHS PEPSICO INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48200 SHS EQUINIX
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0806579
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0838050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0304801
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1212035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2499433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3747409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4750995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51092588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6106015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0445 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18800 PS BUSINESS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22495 VANGUARD MID CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt311840 SCHWAB US DIVIDEND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46615 ISHARES MSCI USA QLTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61300 SHS LAMAR ADVERTISING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0316040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1241032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2515891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3759418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4768729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51128625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6108186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0640730
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01231288
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0903
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0RETURN OF GRANT FUNDING
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01872921
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01872921
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt025243
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt025243
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01231288
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0172105
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0172105
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01143075
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01143075
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0640730
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0640730
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0340214
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014170938
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0903
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0903
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01231288
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01740351
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt08375
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt08375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt018332
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt018332
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0132570
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0134070
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt012552
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt012552
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01381182
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0132570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01532707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01872921
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01872921
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0238107
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0132570
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0389632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012939650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01231288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01231288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt014170938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF SECURITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01231288
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0340214
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt021252
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021918941
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt021578727
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021897689
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01154487
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01154487
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01154487
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01178678
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt024191
IRS990PF/DistributableAmountGrp/TotalTaxAmt024191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt024191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt024191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt024191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt018503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05821
IRS990PF/FMVAssetsEOYAmt026397882
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt020164
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt038280
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0255274
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0178826
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0178826
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06220623
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04766966
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05027426
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010084792
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011464289
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015399698
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt065297
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt059928
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt021578727
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt021897689
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt092950
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt063817
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt063817
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01847772
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03713276
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03837921
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt014648
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt020893

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,045,897
Liabilities
$148,208
Net assets
$21,897,689
Revenue
$1,872,921
Expenses
$1,532,707
Net income
$340,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.8$0.04$23.7$0.91$1.59$0.68
2023Detailed filing. Detailed filing data is available for this year.$24.4$0.03$24.4$2.77$1.63$1.15
2022Detailed filing. Detailed filing data is available for this year.$23.2$0.03$23.2$2.66$1.72$0.93
2021Detailed filing. Detailed filing data is available for this year.$22.3$0.12$22.2$1.75$1.39$0.36
2020Detailed filing. Detailed filing data is available for this year.$22.0$0.15$21.9$1.87$1.53$0.34
2019Detailed filing. Detailed filing data is available for this year.$21.7$0.14$21.6$1.56$1.78$0.22
2018Detailed filing. Detailed filing data is available for this year.$21.9$0.05$21.9$1.34$1.33$0.01
2017Detailed filing. Detailed filing data is available for this year.$21.9$0.05$21.9$2.89$1.40$1.49
2016Detailed filing. Detailed filing data is available for this year.$20.5$0.01$20.5$1.18$1.25$0.07
2015Detailed filing. Detailed filing data is available for this year.$20.5$0.02$20.5$1.90$1.33$0.57
2014Detailed filing. Detailed filing data is available for this year.$20.0$0.01$20.0$1.51$1.30$0.21
2013Detailed filing. Detailed filing data is available for this year.$19.7$0.02$19.7$1.48$1.11$0.36
2012Detailed filing. Detailed filing data is available for this year.$19.2$0.02$19.2$1.88
2011Detailed filing. Detailed filing data is available for this year.$19.9$0.03$19.9$1.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$0.03$22.3$1.31