Civic Intelligence

Fall River Women'S Union

990PF • Fiscal year 2019 • EIN 04-2104051

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 27, 2020

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

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

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-31%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,368,948

Up $294,311 (+14%) from 2018

Net Assets

Up

$2,368,937

Up $294,688 (+14%) from 2018

Liabilities

Down

$11

Down $377 (-97%) from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin81st percentile

Revenue

Down

$178,689

Down $78,761 (-31%) from 2018

Expenses

Up

$124,768

Up $712 (+0.6%) from 2018

Net Income

Down

$53,921

Down $79,473 (-60%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2019

Assets$2,368,948
Liabilities$11
Net Assets$2,368,937
Open 2019 Filing

Operations Trend

Revenue Growth12th 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

2019

Revenue$178,689
Expenses$124,768
Net Income$53,921
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEAN PEELORMember At Large-$0--
LAURETTE SHABSHELOWITZMember At Large-$0--
MARILYN MARVELMember At Large-$0--
SUSAN MOE-RAPOSOMember At Large-$0--
KAREN WADLEIGHMember At Large-$0--
SANDRA WOODMember At Large-$0--
JOANNE LEARYMember At Large-$0--
BETTY PRESCOTTMember At Large-$0--
MARGARET CHRISTMember At Large-$0--
SUSAN SARTINIMember At Large-$0--
SUZANNE SHAWMember At Large-$0--
JOSIE WOOLLAMMember At Large-$0--
ANNE SNYDERPresident-$0--
LINDA SCHOFIELD1st Vice President-$0--
SARAH JANSEN2nd Vice President-$0--
JENNIFER BOGANTreasurer-$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
Jennifer Bogan
Title
President
Phone
5086748861
Signed
2020-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Kevin P Martin Associates Pc
Address
10 N MAIN STREET, FALL RIVER, MA 02720
Preparer
James Bjorge CPA
Phone
7813803520
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CORTEVA INC - 106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35INTEL CORP - 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MICROSOFT CORP - 300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SIGNATURE BANK - 75
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38AIR PRODUCTS & CHEMICALS - 115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39AT&T INC. COM - 1060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VERIZON COMMUNICATIONS INC. - 525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41DUKE ENERGY CORP - 225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DUPONT DE NEMOURS INC - 106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EXELON CORP. - 250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44NEXTERA ENERGY INC. - 90
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NATIONAL GRID PLC-SP ADR - 183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TORONTO DOMINION BANK - 360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47BHP LTD SPON ADR - 50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48T. ROWE PRICE MID-CAP GROWTH FUND - 270.229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VANGUARD SMALL-CAP VALUE INDEX ADMIRAL - 437.667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ISHARES EDGE MSCI EMERGING MKT ETF - 450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WISDOMTREE INTERNATIONAL EQUITY FUND - 1,535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ALLSTATE CORP 4.75% - 1,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53DUKE ENERGY CORP 5.125 01/15/73 PFD - 200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PUBLIC STORAGE - PFD 4.9 SERIES E - 250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55STATE STREET CORP 6% 12/31/49 PFD - 100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56INVESCO II PFD-ETF - 5,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MFC VANECK VECTORS ETF TRUST - 1500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58BANK OF NY MELLON 5.2 410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59TRUIST FINANCIAL CORP PFD - 825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60CUMMINS, INC. - 100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61INVESCO LTD. - 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62J. M. SMUCKER COMPANY - 95
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PRINCIPAL FINANCIAL GROUP INC. - 175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64STARBUCKS CORP. - 150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65STRYKER CORP - 65
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66AMERICAN FUNDS NEW WORLD CI F-2 675.404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VANGUARD INTERNATIONAL GROWTH 1008.892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt016763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt119012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt215511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt483511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DIGITAL REALTY TRUST INC 140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EXTRA SPACE STORAGE INC 180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2HEALTHPEAK PROPERTIES, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3EQUITY RESIDENTIAL PROPERTIES TRUST COM - 100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD REAL ESTATE - ETF 900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt016763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt215511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt483511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt070921
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0103931
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/RelatedOrExemptFunctionIncmAmt02085
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0174857
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02085
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0176942
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0103931
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt080612
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt080612
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01747
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt070921
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt070921
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt053921
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0367233
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0103931
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0156357
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt011440
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt011440
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018575
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt01253
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0875
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03315
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0103331
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0124768
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0174857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0178689
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022719
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0263302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0103931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0103931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0367233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PLIMOTH INVESTMENT ADVISORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0103931
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt053921
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0240767
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02368937
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02074249
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02368937
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0110415
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0110415
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0110415
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0111979
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01564
IRS990PF/DistributableAmountGrp/TotalTaxAmt01564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0796
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0796
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02360
IRS990PF/FMVAssetsEOYAmt02368948
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0388
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt011
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt025
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0539936
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0657137
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0657137
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01347496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01510551
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01510551
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02074249
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02368937
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0117486
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0142889
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0142889
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt069694
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt058271
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt058271
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02074637
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02368948
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02368948
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0388
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt011
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02074637
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02368948
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02074249
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02368937
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02273678
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03310
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02270368
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034105
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,368,948
Liabilities
$11
Net assets
$2,368,937
Revenue
$178,689
Expenses
$124,768
Net income
$53,921
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