Civic Intelligence

The Joelson Foundation

990PF • Fiscal year 2016 • EIN 13-6220799

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 15, 2017

Organization Profile
WSB 506 CARNEGIE CENTER Suite 400Princeton, NJ 08540

(609) 520-1188

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

4th percentile

-132%

Higher net margin than 4% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

59th percentile

$181,912

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 28.6% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

17th percentile

-5.1%

Faster asset growth than 17% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

32%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$14,633,007

Down $779,344 (-5.1%) from 2015

Net Assets

Down

$14,633,007

Down $779,344 (-5.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin4th percentile

Revenue

Up

$635,485

Up $153,203 (+32%) from 2015

Expenses

Up

$1,473,575

Up $40,043 (+2.8%) from 2015

Net Income

Up

-$838,090

Up $113,160 (+12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $16,954,406Liabilities 2011: $441Net Assets 2011: $16,953,9652011Assets 2012: $16,666,827Liabilities 2012: $02012Assets 2013: $16,772,532Liabilities 2013: $02013Assets 2014: $16,267,571Liabilities 2014: $0Net Assets 2014: $16,267,5712014Assets 2015: $15,412,351Liabilities 2015: $0Net Assets 2015: $15,412,3512015Assets 2016: $14,633,007Liabilities 2016: $0Net Assets 2016: $14,633,0072016Assets 2017: $16,426,585Liabilities 2017: $0Net Assets 2017: $16,426,5852017Assets 2018: $15,438,686Liabilities 2018: $0Net Assets 2018: $15,438,6862018Assets 2019: $15,177,103Liabilities 2019: $0Net Assets 2019: $15,177,1032019Assets 2020: $14,957,436Liabilities 2020: $0Net Assets 2020: $14,957,4362020Assets 2021: $14,583,135Liabilities 2021: $0Net Assets 2021: $14,583,1352021Assets 2022: $19,179,281Liabilities 2022: $0Net Assets 2022: $19,179,2812022Assets 2023: $18,511,125Liabilities 2023: $0Net Assets 2023: $18,511,1252023Assets 2024: $16,638,703Liabilities 2024: $0Net Assets 2024: $16,638,7032024Assets 2025: $16,118,470Liabilities 2025: $0Net Assets 2025: $16,118,4702025

Highlighted filing

2016

Assets$14,633,007
Liabilities$0
Net Assets$14,633,007
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,153,6932011Revenue 2012: $861,203Expenses 2012: $1,161,851Net Income 2012: -$300,6482012Revenue 2013: $1,447,241Expenses 2013: $1,329,219Net Income 2013: $118,0222013Revenue 2014: $958,783Expenses 2014: $1,468,028Net Income 2014: -$509,2452014Revenue 2015: $482,282Expenses 2015: $1,433,532Net Income 2015: -$951,2502015Revenue 2016: $635,485Expenses 2016: $1,473,575Net Income 2016: -$838,0902016Revenue 2017: $2,899,583Expenses 2017: $1,562,560Net Income 2017: $1,337,0232017Revenue 2018: $652,757Expenses 2018: $1,646,371Net Income 2018: -$993,6142018Revenue 2019: $1,072,390Expenses 2019: $1,366,192Net Income 2019: -$293,8022019Revenue 2020: $1,027,856Expenses 2020: $1,247,524Net Income 2020: -$219,6682020Revenue 2021: $547,252Expenses 2021: $929,635Net Income 2021: -$382,3832021Revenue 2022: $5,785,586Expenses 2022: $1,186,043Net Income 2022: $4,599,5432022Revenue 2023: $664,964Expenses 2023: $1,330,278Net Income 2023: -$665,3142023Revenue 2024: -$748,728Expenses 2024: $1,119,671Net Income 2024: -$1,868,3992024Revenue 2025: $631,348Expenses 2025: $1,160,805Net Income 2025: -$529,4572025

Highlighted filing

2016

Revenue$635,485
Expenses$1,473,575
Net Income-$838,090
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA J FIFEPresidentFT$181,912-$181,912
JOSEPH C MITCHELLTreasurer/Secretary-$0--
STEPHEN FIFEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Joelson Foundation
EIN
13-6220799
In Care Of
% BARBARA J FIFE
Phone
6095201188
Address
WSB 506 CARNEGIE CENTER Suite 400, PRINCETON, NJ 08540

Signing Officer

Name
Barbara Fife Joseph Mitchell
Title
Pres & Treas
Phone
2122460230
Signed
2017-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Withum Smith Brown Pc
Address
506 CARNEGIE CENTER STE 400, PRINCETON, NJ 08540-6243
Preparer
Hal R Terr
Phone
6095201188
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0372
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt02478
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0351164
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0351164
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-838090
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02666914
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0206
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0206
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0277126
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0517648
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt083959
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt014816
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt098775
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt051000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011942
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05155
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt017097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06989
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02021
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt042859
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt044880
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt027329
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt04823
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt032152
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04767
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010731
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01354588
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0110917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01473575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0628565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0635485
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0341288
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0110917
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0460275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt035276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt120625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21694663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3642154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0308955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-191733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3128420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt414307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0308955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-194663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3128420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0308955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt235276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt320625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5770574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AHAB REDEMPTION FUND LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AHAB REDEMPTION FUND LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2INVESCO VENTURE PARTNERSHIP - RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHANCELLOR PARTNERSHIP - RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4261,780.105 MAINSTAY HIGH YIELD CORP CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SEE ATTACHED FIDELITY ADVISOR STATMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0277126
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-838090
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt038702
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt097448
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt014671709
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015412351
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014633007
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0953767
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0952767
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0953767
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0957943
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt01000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05176
IRS990PF/DistributableAmountGrp/TotalTaxAmt05176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013691
IRS990PF/FMVAssetsEOYAmt017904861
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt019282895
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt019282895
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013352868
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012082023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015163211
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt041033
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt043729
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02497
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02696
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02696
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt021154
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt021154
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt021154
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0128192
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt047795
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0238461
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-3870544
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-4649888
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01907640
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02479339
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02479339
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015412351
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014633007
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017904861
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015412351
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014633007
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015412351
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014633007
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019450627
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02479662
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016540525
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0291759
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0430440
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0957943
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019158868
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt019450627
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt035.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0181912
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARBARA J FIFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOSEPH C MITCHELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEPHEN FIFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,633,007
Liabilities
$0
Net assets
$14,633,007
Revenue
$635,485
Expenses
$1,473,575
Net income
-$838,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.63$1.16$0.53
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.00$16.6$0.75$1.12$1.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$0.00$18.5$0.66$1.33$0.67
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.00$19.2$5.79$1.19$4.60
2021Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.55$0.93$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.00$15.0$1.03$1.25$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.00$15.2$1.07$1.37$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$0.65$1.65$0.99
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.00$16.4$2.90$1.56$1.34
2016Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.64$1.47$0.84
2015Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.48$1.43$0.95
2014Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.96$1.47$0.51
2013Summary only. Only limited summary data is available for this year.$16.8$0.00$1.45$1.33$0.12
2012Summary only. Only limited summary data is available for this year.$16.7$0.00$0.86$1.16$0.30
2011Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$1.15
Peer Organizations

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