Civic Intelligence

Fall River Women'S Union

990PF • Fiscal year 2018 • EIN 04-2104051

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 01, 2019

Organization Profile
101 Rock StreetFall River, MA 02720

(508) 674-8861

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

13th percentile

-9.8%

Faster asset growth than 13% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

213%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$2,074,637

Down $226,204 (-9.8%) from 2017

Net Assets

Down

$2,074,249

Down $226,201 (-9.8%) from 2017

Liabilities

Down

$388

Down $3 (-0.8%) from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin90th percentile

Revenue

Up

$257,450

Up $175,204 (+213%) from 2017

Expenses

Up

$124,056

Up $8,212 (+7.1%) from 2017

Net Income

Up

$133,394

Up $166,992 (+497%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,598,984Liabilities 2010: $3,852Net Assets 2010: $1,595,1322010Assets 2011: $1,508,777Liabilities 2011: $4,134Net Assets 2011: $1,504,6432011Assets 2012: $1,493,930Liabilities 2012: $4,024Net Assets 2012: $1,489,9062012Assets 2013: $1,511,799Liabilities 2013: $4,175Net Assets 2013: $1,507,6242013Assets 2014: $2,105,957Liabilities 2014: $4,614Net Assets 2014: $2,101,3432014Assets 2015: $2,011,263Liabilities 2015: $362Net Assets 2015: $2,010,9012015Assets 2016: $2,097,115Liabilities 2016: $361Net Assets 2016: $2,096,7542016Assets 2017: $2,300,841Liabilities 2017: $391Net Assets 2017: $2,300,4502017Assets 2018: $2,074,637Liabilities 2018: $388Net Assets 2018: $2,074,2492018Assets 2019: $2,368,948Liabilities 2019: $11Net Assets 2019: $2,368,9372019Assets 2020: $2,498,765Liabilities 2020: $305Net Assets 2020: $2,498,4602020Assets 2021: $2,739,947Liabilities 2021: $424Net Assets 2021: $2,739,5232021Assets 2022: $2,171,517Liabilities 2022: $425Net Assets 2022: $2,171,0922022Assets 2023: $2,045,811Liabilities 2023: $444Net Assets 2023: $2,045,3672023Assets 2024: $2,041,126Liabilities 2024: $407Net Assets 2024: $2,055,7192024Assets 2025: $2,031,201Liabilities 2025: $385Net Assets 2025: $2,030,8162025

Highlighted filing

2018

Assets$2,074,637
Liabilities$388
Net Assets$2,074,249
Open 2018 Filing

Operations Trend

Revenue Growth96th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $88,5352010Expenses 2011: $84,5432011Expenses 2012: $88,6582012Revenue 2013: $105,665Expenses 2013: $87,947Net Income 2013: $17,7182013Revenue 2014: $108,244Expenses 2014: $104,704Net Income 2014: $3,5402014Revenue 2015: $92,642Expenses 2015: $89,818Net Income 2015: $2,8242015Revenue 2016: $116,599Expenses 2016: $94,201Net Income 2016: $22,3982016Revenue 2017: $82,246Expenses 2017: $115,844Net Income 2017: -$33,5982017Revenue 2018: $257,450Expenses 2018: $124,056Net Income 2018: $133,3942018Revenue 2019: $178,689Expenses 2019: $124,768Net Income 2019: $53,9212019Revenue 2020: $131,859Expenses 2020: $132,430Net Income 2020: -$5712020Revenue 2021: $309,497Expenses 2021: $133,082Net Income 2021: $176,4152021Revenue 2022: $123,822Expenses 2022: $150,425Net Income 2022: -$26,6032022Revenue 2023: $171,870Expenses 2023: $145,119Net Income 2023: $26,7512023Revenue 2024: $150,950Expenses 2024: $140,598Net Income 2024: $10,3522024Revenue 2025: $126,110Expenses 2025: $136,063Net Income 2025: -$9,9532025

Highlighted filing

2018

Revenue$257,450
Expenses$124,056
Net Income$133,394
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHY TONGUEPast Member At Large-$0--
JOANNE LEARYMember At Large-$0--
BETTY PRESCOTTMember At Large-$0--
SANDRA WOODPast Member At Large-$0--
KARIN WOODPast Member At Large-$0--
JENNIFER BOGANMember At Large-$0--
CAROL HAZENMember At Large-$0--
VIRGINIA HANFIELDMember At Large-$0--
ELIZABETH WARINGMember At Large-$0--
NANCY PAULPast Member At Large-$0--
MARILYN MARVELMember At Large-$0--
KATHRYN REEDMember At Large-$0--
JEANNE LEFFERSMember At Large-$0--
LAURETTE SHABSHALOWIZMember At Large-$0--
MARGARET CHRISTMember At Large-$0--
SUSAN SARTINIMember At Large-$0--
JOSIE WOOLLAMMember At Large-$0--
ANNE SNYDERPresident-$0--
LINDA SCHOFIELD1st Vice President-$0--
SARAH JANSEN2nd Vice President-$0--
ELIZABETH LANETreasurer-$0--
KATHY FRIARAssistant Treasurer-$0--
BONNIE STROPPSecretary-$0--
PAMELA PRESCOTTAssistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
FALL RIVER WOMEN'S UNION
EIN
04-2104051
Phone
5086748861
Address
101 ROCK STREET, FALL RIVER, MA 02720

Signing Officer

Name
Anne Snyder
Title
President
Phone
5086748861
Signed
2019-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Kevin P Martin Associates Pc
Address
111 DURFEE STREET, FALL RIVER, MA 02720
Preparer
James Bjorge CPA
Phone
7813803520
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ALPHABET INC CL A - 20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30APPLE, INC. - 225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CISCO SYSTEMS, INC. - 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32COGNIZANT TECH SOLUTIONS-A - 300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33INTEL CORP - 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MICROSOFT CORP - 300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SIGNATURE BANK - 75
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36AIR PRODUCTS & CHEMICALS - 115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DOWDUPONT INC - 320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38AT&T INC. COM - 1350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VERIZON COMMUNICATIONS INC. - 525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40DUKE ENERGY CORP - 225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EXELON CORP. - 250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NEXTERA ENERGY INC. - 90
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43NATIONAL GRID PLC-SP ADR - 183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44TORONTO DOMINION BANK - 360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45BHP BILLITON LTD SPON ADR - 350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46T. ROWE PRICE MID-CAP GROWTH FUND - 375.937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47VANGUARD SMALL-CAP VALUE INDEX ADMIRAL - 884.687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ISHARES TR - ETF - 1735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49WISDOMTREE INTERNATIONAL EQUITY FUND - 1,735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50DUKE ENERGY CORP 5.125 01/15/73 PFD - 200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51JPMORGAN CHASE & CO. 6.3% 12/31/49 - 250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52STANLEY BLACK & DECKER 5.75 07/25/52 - 250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53STATE STREET CORP 6% 12/31/49 PFD - 100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VERIZON COMMUNICATION 5.9 02/15/54 PFD - 250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55INVESCO II PFD-ETF - 5,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MFC VANECK VECTORS ETF TRUST - 1500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57BANK OF NY MELLON 5.2 410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58BB&T CORP. COM - 825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59CUMMINS, INC. - 100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60INVESCO LTD. - 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PRINCIPAL FINANCIAL GROUP INC. - 175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62STARBUCKS CORP. - 150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TARGET CORP. - 125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64AMERICAN FUNDS NEW WORLD CI F-2 980.654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VANGUARD INTERNATIONAL GROWTH FD #81 3209.243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt014917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt116286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt212569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt467113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DIGITAL REALTY TRUST INC 140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EXTRA SPACE STORAGE INC 180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2HCP INC. COM REIT - 450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3EQUITY RESIDENTIAL PROPERTIES TRUST COM - 100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD REAL ESTATE - ETF 900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt014917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt116286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt212569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt467113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt068040
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0185457
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/RelatedOrExemptFunctionIncmAmt01145
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0253502
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01145
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0254647
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0185457
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt082320
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt082320
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02803
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt068040
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt068040
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0133394
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0725662
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0185457
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0234923
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt011232
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt011232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02510
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02510
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01145
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018579
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt020079
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0862
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0859
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0156
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0156
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0105480
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0124056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0253502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0257450
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt023160
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018579
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0540205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0185457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0185457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0725662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PLIMOTH INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0185457
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0133394
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0359595
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02433844
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02300450
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02074249
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0108020
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0108020
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0108020
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0110369
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02349
IRS990PF/DistributableAmountGrp/TotalTaxAmt02349
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02349
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02349
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02349
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0955
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01394
IRS990PF/FMVAssetsEOYAmt02074637
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0391
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0388
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt025
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt075
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt025
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt025
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0473993
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0539936
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0539936
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01702445
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01347496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01347496
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0103039
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0117486
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0117486
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt021289
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt069694
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt069694
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02300841
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02074637
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02074637
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0391
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0388
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02300841
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02074637
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02300450
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02074249
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02300450
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02074249
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02240995
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03704
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02237291
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt033615
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0110369
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02207380

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,074,637
Liabilities
$388
Net assets
$2,074,249
Revenue
$257,450
Expenses
$124,056
Net income
$133,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.13$0.14$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.06$0.15$0.14$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.17$0.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.12$0.15$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.31$0.13$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.13$0.13$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.18$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.26$0.12$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.08$0.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.12$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.10$0.11$0.10$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.11$0.09$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.50$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09