Civic Intelligence

Rodger L & Gloria F Daniels Charitable Foundation Tr

990PF • Fiscal year 2017 • EIN 04-6769592

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
C/O Davis Malm One Boston PlaceBoston, MA 02108

(617) 589-3879

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

24th percentile

-4.2%

Faster asset growth than 24% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

206%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$664,588

Down $29,263 (-4.2%) from 2016

Net Assets

Down

$664,553

Down $29,263 (-4.2%) from 2016

Liabilities

Flat

$35

Flat from 2016

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin13th percentile

Revenue

Up

$110,379

Up $74,313 (+206%) from 2016

Expenses

Up

$139,642

Up $31,890 (+30%) from 2016

Net Income

Up

-$29,263

Up $42,423 (+59%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$1.0M$500K$0Assets 2011: $934,533Liabilities 2011: $02011Assets 2012: $908,092Liabilities 2012: $02012Assets 2013: $862,864Liabilities 2013: $02013Assets 2014: $825,664Liabilities 2014: $02014Assets 2015: $765,502Liabilities 2015: $02015Assets 2016: $693,851Liabilities 2016: $35Net Assets 2016: $693,8162016Assets 2017: $664,588Liabilities 2017: $35Net Assets 2017: $664,5532017Assets 2018: $626,276Liabilities 2018: $35Net Assets 2018: $626,2412018Assets 2019: $592,635Liabilities 2019: $35Net Assets 2019: $592,6002019Assets 2020: $564,358Liabilities 2020: $0Net Assets 2020: $564,3582020Assets 2021: $563,525Liabilities 2021: $0Net Assets 2021: $563,5252021Assets 2022: $579,507Liabilities 2022: $0Net Assets 2022: $579,5072022Assets 2023: $595,109Liabilities 2023: $0Net Assets 2023: $595,1092023Assets 2024: $612,820Liabilities 2024: $0Net Assets 2024: $612,8202024

Highlighted filing

2017

Assets$664,588
Liabilities$35
Net Assets$664,553
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$200K$100K$0-$100KRevenue 2011: $50,667Expenses 2011: $16,884Net Income 2011: $33,7832011Revenue 2012: $47,942Expenses 2012: $62,246Net Income 2012: -$14,3042012Revenue 2013: $37,828Expenses 2013: $81,497Net Income 2013: -$43,6692013Revenue 2014: $80,885Expenses 2014: $117,948Net Income 2014: -$37,0632014Revenue 2015: $70,731Expenses 2015: $130,492Net Income 2015: -$59,7612015Revenue 2016: $36,066Expenses 2016: $107,752Net Income 2016: -$71,6862016Revenue 2017: $110,379Expenses 2017: $139,642Net Income 2017: -$29,2632017Revenue 2018: $88,090Expenses 2018: $129,162Net Income 2018: -$41,0722018Revenue 2019: $82,046Expenses 2019: $115,977Net Income 2019: -$33,9312019Revenue 2020: $89,112Expenses 2020: $120,207Net Income 2020: -$31,0952020Revenue 2021: $39,831Expenses 2021: $41,282Net Income 2021: -$1,4512021Revenue 2022: $37,291Expenses 2022: $21,479Net Income 2022: $15,8122022Revenue 2023: $59,623Expenses 2023: $44,021Net Income 2023: $15,6022023Revenue 2024: $77,561Expenses 2024: $59,850Net Income 2024: $17,7112024

Highlighted filing

2017

Revenue$110,379
Expenses$139,642
Net Income-$29,263
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD J HINDLIANTrustee-$0--
ALISON M MOYERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rodger & Gloria Daniels Charitable
EIN
04-6769592
Phone
6175893879
Address
C/O DAVIS MALM ONE BOSTON PLACE, BOSTON, MA 02108

Signing Officer

Name
Richard J Hindlian
Title
Trustee
Phone
6175893879
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Blum Shapiro & Company Pc
Address
70 WELLS AVENUE SUITE 200, NEWTON, MA 02459
Preparer
Alan T Huberman CPA
Phone
6176410040
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt68609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1202154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt312761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt411842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt515000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt613336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PERSHING LLC -0910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PERSHING LLC -0910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc225 SHARES APPLE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc325 SHARES BLACKROCK INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc475 SHARES FLEETCOR TECHNOLOGIES INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc515,000 SHARES GAINESVILLE FLA UTIL S SYS REV SER A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100 SHARES HONEYWELL INTL INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc750 SHARES PROCTER & GAMBLE CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SPDR GOLD TR GOLD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc960 SHS VANGUARD INTL EQUITY INDEX FD INC FTSE ALL WORLD EX US INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt092282
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-29263
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0664553
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0693816
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0664553
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt046437
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt046437
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt046437
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt047322
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0885
IRS990PF/DistributableAmountGrp/TotalTaxAmt0885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0337
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01937
IRS990PF/FMVAssetsEOYAmt0938492
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt036220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt035294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt030038
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0355502
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0303384
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0554224
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04881
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0194
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0194
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0237852
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0295051
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0323371
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt035
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt035
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt042953
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt030665
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt030665
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0693851
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0664588
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0938492
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt035
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt035
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0693851
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0664588
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0693816
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0664553
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0693816
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0664553
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt016443
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0960861
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt032824
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0907232
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014413
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt020805
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt047322
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0946448
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0960861
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD J HINDLIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALISON M MOYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O DAVIS MALM ONE BOSTON PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1704 EAST 5TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOYERTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119512
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt069513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt070398
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt094767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt098370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt084566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt048000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt044035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.073446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.100509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.096916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.077600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0946448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0942874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01015002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01089773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01021437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0973989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0117776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.367229
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0116891
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0117776
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0885
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0117776
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$664,588
Liabilities
$35
Net assets
$664,553
Revenue
$110,379
Expenses
$139,642
Net income
-$29,263
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.78$0.60$0.18
2023Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.60$0.44$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.37$0.21$0.16
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.64$0.00$5.64$0.40$0.41$0.01
2020Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.89$1.20$0.31
2019Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.82$1.16$0.34
2018Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.88$1.29$0.41
2017Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$1.10$1.40$0.29
2016Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.36$1.08$0.72
2015Summary only. Only limited summary data is available for this year.$7.66$0.00$0.71$1.30$0.60
2014Summary only. Only limited summary data is available for this year.$8.26$0.00$0.81$1.18$0.37
2013Summary only. Only limited summary data is available for this year.$8.63$0.00$0.38$0.81$0.44
2012Summary only. Only limited summary data is available for this year.$9.08$0.00$0.48$0.62$0.14
2011Summary only. Only limited summary data is available for this year.$9.35$0.00$0.51$0.17$0.34