Civic Intelligence

The Joelson Foundation

990PF • Fiscal year 2019 • EIN 13-6220799

Apr 01, 2018 to Mar 31, 2019 • Filed on Feb 15, 2020

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

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

61st percentile

$191,008

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

25th percentile

-1.7%

Faster asset growth than 25% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

64%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$15,177,103

Down $261,583 (-1.7%) from 2018

Net Assets

Down

$15,177,103

Down $261,583 (-1.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin13th percentile

Revenue

Up

$1,072,390

Up $419,633 (+64%) from 2018

Expenses

Down

$1,366,192

Down $280,179 (-17%) from 2018

Net Income

Up

-$293,802

Up $699,812 (+70%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2019

Assets$15,177,103
Liabilities$0
Net Assets$15,177,103
Open 2019 Filing

Operations Trend

Revenue Growth90th 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

2019

Revenue$1,072,390
Expenses$1,366,192
Net Income-$293,802
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Feb 15, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA J FIFEPresidentFT$191,008-$191,008
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
Title
Pres
Phone
2122460230
Signed
2020-02-15
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
Raw XML AppendixShowing 400 of 1,867 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt019729
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0WITHUMSMITH+BROWN, P.C.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt016770
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02959
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt01997-09-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt11997-09-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22001-10-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32001-10-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42001-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52001-12-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62003-07-16
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72007-10-02
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82011-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92012-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102013-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt112014-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt122015-12-31
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0M7
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1M5
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2M3
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3M7
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4M5
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5M5
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6M3
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7M7
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8M3
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9M3
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10M3
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11M3
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12M3
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt07625
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt13364
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt23575
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt31549
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt44985
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5444
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt68306
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt7740
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt83139
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt92460
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt102373
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt112492
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt122677
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt0446
DepreciationSchedule/DepreciationPropertyGrp/LifeRt07
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15
DepreciationSchedule/DepreciationPropertyGrp/LifeRt23
DepreciationSchedule/DepreciationPropertyGrp/LifeRt37
DepreciationSchedule/DepreciationPropertyGrp/LifeRt45
DepreciationSchedule/DepreciationPropertyGrp/LifeRt55
DepreciationSchedule/DepreciationPropertyGrp/LifeRt63
DepreciationSchedule/DepreciationPropertyGrp/LifeRt77
DepreciationSchedule/DepreciationPropertyGrp/LifeRt83
DepreciationSchedule/DepreciationPropertyGrp/LifeRt93
DepreciationSchedule/DepreciationPropertyGrp/LifeRt103
DepreciationSchedule/DepreciationPropertyGrp/LifeRt113
DepreciationSchedule/DepreciationPropertyGrp/LifeRt123
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt07625
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13364
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt23575
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31548
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt44985
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5444
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt68306
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt7740
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt83138
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt92358
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt102275
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt112389
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt122230
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1COMPUTER EQUIP.
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5TYPEWRITER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12COMPUTER SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0949612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11363259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2684659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3503519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41052159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5850216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74382309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81500000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9301229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10300000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111199607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12405680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13787817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16105443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0958968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11444668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2791292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3438210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41026725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5688849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6100165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt75324529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81574097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9299633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10303936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111768250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12975628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13786250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14102605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15105418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16104745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ISHARES BARCLAYS 1 - 3 YR TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ISHARES BARCLAYS INTERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ISHARES MSCI EAFE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ISHARES MSCI EAFE SM CAP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BNY MELLON INCOME STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BNY MELLON FOCUSED EQUITY OPP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DREYFUS GLOBAL DYNAMIC BD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7DREYFUS BASIC S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DREYFUS US EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DREYFUS INTL STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DREYFUS GLOBAL REAL RETURN FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VANGUARD MID CAP VIPERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VANGUARD SMALL CAP VIPERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VANGUARD EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14GATEWAY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15361 GLOBAL LONG SHORT EQ FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16NEUBERGER BERMAN LONG SHORT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JOELSON INVESTMENT LLC:
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1(1)INVESCO VENTURE PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2(2)INVESCO NON-US PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0351462
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0717955
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02971
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME/LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01072390
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01072390
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt016770
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02959
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019729
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0717955
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0162357
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt028651
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0191008
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0796323
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0796323
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0446
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0351462
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0351462
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-293802
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03962444
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02971
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02971
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0717955
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0893904
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt092555
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt016333
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0108888
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt059801
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt010553
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt070354
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt021151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04048
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025199
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05794
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0110223
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0116017
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt032026
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt05652
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt037678
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01187077
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0178486
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01366192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01072390
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01072390
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0390754
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0178486
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0569869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt090153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1111473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt278995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt373697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4650099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt524735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt617766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7142708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt849999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt952201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10147777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1113908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12473909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1390487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14115662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15198730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16132001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17302683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18117535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19359971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt452792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt77292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-56
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1017561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1226091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-5335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1419936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1538567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-17362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-13367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt187698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1955451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20531183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt452792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt77292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-56
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1017561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1226091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-5335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1419936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1538567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-17362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-13367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt187698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1955451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt290000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt375000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4702891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt525000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt618418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt849943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt953409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10165338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1115779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1385152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14135598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15237297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16114639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17289316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18125233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19415422
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/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01,882.885 SHS DREYFUS BASIC S&P 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12,328.18 SHS DREYFUS BASIC S&P 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21,649.863 SHS DREYFUS BASIC S&P 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc37,853.404 SHS BNY MELLON INC STK M
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc410,000 SHS ISHARES MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52,653.9258 SHS BNY MELLON INCOME STOCK M
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6115 SHS VANGUARD SMALL CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc715,306.123 SHS BNY MELLON INCOME STOCK M
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8600 SHS ISHARES 1-3 YT TREASURY BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91,000 ISHARES INTERMEDIATE TERM CORP BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101,000 SHS VANGUARD SMALL CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11230 SHS ISHARES MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250,968.40 SHS BNY MELLON INCOME STOCK M
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc131,371 SHS ISHARES MSCISMALL CAP EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142,000 SHS ISHARES MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc153,500 SHS ISHARES MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc162,000 SHS ISHARES MSCISMALL CAP EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc172,000 SHS VANGUARD MID CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc182,070 SHS ISHARES MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc193,000 SHS VANGUARD SMALL CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0717955
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-293802
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt032222
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015177106
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015438686
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015177103
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0842673
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0842673
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0842673
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0860551
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017878
IRS990PF/DistributableAmountGrp/TotalTaxAmt017878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03263
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt012000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt017878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03263
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt017878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt017878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt021141
IRS990PF/FMVAssetsEOYAmt017285562
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt019282895
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt019282895
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015236756
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014685509
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016793968
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt043423
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt043729
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0752
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0306
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0306

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$15,177,103
Liabilities
$0
Net assets
$15,177,103
Revenue
$1,072,390
Expenses
$1,366,192
Net income
-$293,802
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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $10M-$25M nonprofits