Civic Intelligence

Whitehall Foundation Inc.

990PF • Fiscal year 2015 • EIN 13-5637595

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 08, 2016

Organization Profile
Post Office Box 3423Palm Beach, FL 33480

(561) 655-4474

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

18th percentile

$176,250

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2015 filings • $100M-$250M nonprofits • Source year 2015

Asset Growth

89th percentile

18%

Faster asset growth than 89% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

17%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$111,649,258

Up $16,735,691 (+18%) from 2014

Net Assets

Up

$111,637,564

Up $16,828,323 (+18%) from 2014

Liabilities

Down

$11,694

Down $92,632 (-89%) from 2014

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin96th percentile

Revenue

Up

$23,172,734

Up $3,357,364 (+17%) from 2014

Expenses

Up

$6,344,411

Up $196,918 (+3.2%) from 2014

Net Income

Up

$16,828,323

Up $3,160,446 (+23%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$150M$100M$50M$0-$50MAssets 2011: $81,582,309Liabilities 2011: $2882011Assets 2012: $81,816,410Liabilities 2012: $221Net Assets 2012: $81,816,1892012Assets 2013: $81,141,602Liabilities 2013: $238Net Assets 2013: $81,141,3642013Assets 2014: $94,913,567Liabilities 2014: $104,326Net Assets 2014: $94,809,2412014Assets 2015: $111,649,258Liabilities 2015: $11,694Net Assets 2015: $111,637,5642015Assets 2016: $106,280,163Liabilities 2016: -$30,860Net Assets 2016: $106,311,0232016Assets 2017: $105,439,591Liabilities 2017: $54,418Net Assets 2017: $105,385,1732017Assets 2018: $108,542,387Liabilities 2018: $0Net Assets 2018: $108,542,3872018Assets 2019: $106,965,273Liabilities 2019: $0Net Assets 2019: $106,965,2732019Assets 2020: $105,282,274Liabilities 2020: $0Net Assets 2020: $105,282,2742020Assets 2021: $110,417,823Liabilities 2021: $99,251Net Assets 2021: $110,318,5722021Assets 2022: $111,640,964Liabilities 2022: $0Net Assets 2022: $111,640,9642022Assets 2023: $109,234,918Liabilities 2023: $0Net Assets 2023: $109,234,9182023Assets 2024: $106,300,578Liabilities 2024: $0Net Assets 2024: $106,300,5782024

Highlighted filing

2015

Assets$111,649,258
Liabilities$11,694
Net Assets$111,637,564
Open 2015 Filing

Operations Trend

Revenue Growth81st percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $3,580,359Expenses 2011: $4,931,295Net Income 2011: -$1,350,9362011Expenses 2012: $5,117,6062012Expenses 2013: $5,562,3852013Revenue 2014: $19,815,370Expenses 2014: $6,147,493Net Income 2014: $13,667,8772014Revenue 2015: $23,172,734Expenses 2015: $6,344,411Net Income 2015: $16,828,3232015Revenue 2016: $553,223Expenses 2016: $5,879,764Net Income 2016: -$5,326,5412016Revenue 2017: $5,529,503Expenses 2017: $6,455,353Net Income 2017: -$925,8502017Revenue 2018: $10,288,695Expenses 2018: $7,131,481Net Income 2018: $3,157,2142018Revenue 2019: $5,548,786Expenses 2019: $7,125,900Net Income 2019: -$1,577,1142019Revenue 2020: $4,848,897Expenses 2020: $6,531,896Net Income 2020: -$1,682,9992020Revenue 2021: $11,040,165Expenses 2021: $5,963,960Net Income 2021: $5,076,2052021Revenue 2022: $8,743,956Expenses 2022: $7,421,564Net Income 2022: $1,322,3922022Revenue 2023: $4,708,772Expenses 2023: $7,114,818Net Income 2023: -$2,406,0462023Revenue 2024: $4,241,226Expenses 2024: $7,175,566Net Income 2024: -$2,934,3402024

Highlighted filing

2015

Revenue$23,172,734
Expenses$6,344,411
Net Income$16,828,323
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 8, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE M MOFFETT IIPresident/TreasurerFT$168,750$7,500$176,250
J WRIGHT RUMBOUGHVice President/Trustee-$0--
CATHERINE M THOMASCorporate Secretary/Asst.-$0--
MR KENNETH S BEALL JR ESQTrustee-$0--
JAMES R LOWELL IIITrustee-$0--
MR E ANTHONY NEWTONTrustee-$0--
DEBORAH S GIBBONS-NEFFTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Whitehall Foundation Inc
EIN
13-5637595
Phone
5616554474
Address
POST OFFICE BOX 3423, PALM BEACH, FL 33480

Signing Officer

Name
George Moffett
Title
President/treasurer
Phone
5616554474
Signed
2016-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1555 PALM BEACH LAKES BLVD SUITE, 700, WEST PALM BEACH, FL 33401
Preparer
Cynthia a Loftus
Phone
5616971785
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERISOURCEBERGEN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ASTON/FAIRPOINTE MID CAP-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BANK OF NEW YORK MELLON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BERKSHIRE HATHAWAY INC DEL CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CABOT OIL & GAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DANONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DEUTSCHE X-TRACKERS MSCI EUROPE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DEVON ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DODGE & COX INTL STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23E M C CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EXPEDITORS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GOOGLE INC CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HCA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30HENRY SCHEIN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HILL-ROM HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HYATT HOTELS CORP - CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34INTERCONTINENTAL EXCHANGE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ISHARES CORE S&P MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ISHARES MSCI ALL COUNTRY ASIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JPM US LARGE CAP CORE PLUS FD - SEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40METHANEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MONDELEZ INTERNATIONAL-W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44NATIONAL FUEL GAS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NCR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NESTLE S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47OAKMARK INTERNATIONAL FD-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48OMNICOM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49OMNICOM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50P SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PAYPAL HOLDINGS INC-W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PITNEY-BOWES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55POTASH CORP SASKATCHEWAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SCOTTS MIRACLE-GRO COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SEALED AIR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65STANLEY BLACK & DECKER,INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67TRIBUTARY SMALL CO-INST PLUS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TWENTY FIRST CENTY FOX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VIRTUS EMERGING MKTS OPPOR-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73WISDOMTREE JAPAN HEDGED EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ABB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ABBOTT LABORATORIES, CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ABBVIE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78BED BATH & BEYOND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79BLACKROCK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80CARPENTER TECHNOLOGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82CENOVUS ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83CHEVRONTEXACO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86CONAGRA FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87CONAGRA FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88CONOCOPHILLIPS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89DELAWARE EMERGING MARKETS-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90DOW CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91DU PONT E I DE NEMOURS & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93FREEPORT MCMORAN COPPER & GOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96HERTZ GLOBAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97HOME DEPOT, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98INTN'L BUSINESS MACHINES CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99ISHARES MSCI EAFE INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100JOHNSON & JOHNSON CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101KRAFT FOODS GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102MATTEL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104METLIFE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106MONDELEZ, INTERNATIONAL, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107PEPSICO, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108RANGE RESOURCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113US DOLLAR
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt018469473
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt018228056
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02386875
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt020765957
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01481
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt018421
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt023172734
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt023172734
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt077905
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt025968
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0103873
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt020765957
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt042188
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0126563
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0168750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05624587
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05624587
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02386875
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02386875
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt016828323
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt072585475
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01481
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01481
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt020765957
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022758274
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt045385
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt045385
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0109600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0124799
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt018421
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt018421
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt03930
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt011791
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt015721
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02449
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0234938
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0237386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05929954
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0414460
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06344411

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,649,258
Liabilities
$11,694
Net assets
$111,637,564
Revenue
$23,172,734
Expenses
$6,344,411
Net income
$16,828,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$106$0.00$106$4.24$7.18$2.93
2023Detailed filing. Detailed filing data is available for this year.$109$0.00$109$4.71$7.11$2.41
2022Detailed filing. Detailed filing data is available for this year.$112$0.00$112$8.74$7.42$1.32
2021Detailed filing. Detailed filing data is available for this year.$110$0.10$110$11.0$5.96$5.08
2020Detailed filing. Detailed filing data is available for this year.$105$0.00$105$4.85$6.53$1.68
2019Detailed filing. Detailed filing data is available for this year.$107$0.00$107$5.55$7.13$1.58
2018Detailed filing. Detailed filing data is available for this year.$109$0.00$109$10.3$7.13$3.16
2017Detailed filing. Detailed filing data is available for this year.$105$0.05$105$5.53$6.46$0.93
2016Detailed filing. Detailed filing data is available for this year.$106$0.03$106$0.55$5.88$5.33
2015Detailed filing. Detailed filing data is available for this year.$112$0.01$112$23.2$6.34$16.8
2014Detailed filing. Detailed filing data is available for this year.$94.9$0.10$94.8$19.8$6.15$13.7
2013Detailed filing. Detailed filing data is available for this year.$81.1$0.00$81.1$5.56
2012Detailed filing. Detailed filing data is available for this year.$81.8$0.00$81.8$5.12
2011Summary only. Only limited summary data is available for this year.$81.6$0.00$3.58$4.93$1.35