Civic Intelligence

Ralph C Sheldon Foundation Inc.

990PF • Fiscal year 2020 • EIN 16-6030502

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 22, 2021

Refreshing map…

217 North Main StreetJamestown, NY 14701

(716) 664-9890

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$139,712

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

44th percentile

3.2%

Faster asset growth than 44% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

4.2%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$11,062,511

Up $341,585 (+3.2%) from 2019

Net Assets

Up

$11,057,880

Up $341,192 (+3.2%) from 2019

Liabilities

Up

$4,631

Up $393 (+9.3%) from 2019

Revenue

Up

$2,560,429

Up $104,325 (+4.2%) from 2019

Expenses

Up

$2,215,826

Up $148,639 (+7.2%) from 2019

Net Income

Down

$344,603

Down $44,314 (-11%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $10,695,478Liabilities 2010: $4,437Net Assets 2010: $10,691,0412010Assets 2011: $10,310,646Liabilities 2011: $5,374Net Assets 2011: $10,305,2722011Assets 2012: $10,152,445Liabilities 2012: $4,3092012Assets 2013: $10,300,758Liabilities 2013: $3,650Net Assets 2013: $10,297,1082013Assets 2014: $10,940,453Liabilities 2014: $3,777Net Assets 2014: $10,936,6762014Assets 2015: $10,494,865Liabilities 2015: $3,493Net Assets 2015: $10,491,3722015Assets 2016: $10,113,567Liabilities 2016: $5,781Net Assets 2016: $10,107,7862016Assets 2017: $10,288,175Liabilities 2017: $6,167Net Assets 2017: $10,282,0082017Assets 2018: $10,335,872Liabilities 2018: $4,176Net Assets 2018: $10,331,6962018Assets 2019: $10,720,926Liabilities 2019: $4,238Net Assets 2019: $10,716,6882019Assets 2020: $11,062,511Liabilities 2020: $4,631Net Assets 2020: $11,057,8802020Assets 2021: $11,896,585Liabilities 2021: $4,530Net Assets 2021: $11,892,0552021Assets 2022: $12,191,633Liabilities 2022: $10Net Assets 2022: $12,191,6232022Assets 2023: $11,226,604Liabilities 2023: $22023Assets 2024: $11,155,022Liabilities 2024: $1Net Assets 2024: $11,155,0212024

Highlighted filing

2020

Assets$11,062,511
Liabilities$4,631
Net Assets$11,057,880

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,586,0682010Expenses 2011: $2,504,7622011Revenue 2012: $2,156,553Expenses 2012: $2,313,689Net Income 2012: -$157,1362012Revenue 2013: $2,468,886Expenses 2013: $2,319,914Net Income 2013: $148,9722013Revenue 2014: $3,359,115Expenses 2014: $2,719,547Net Income 2014: $639,5682014Revenue 2015: $2,166,676Expenses 2015: $2,611,980Net Income 2015: -$445,3042015Revenue 2016: $2,194,448Expenses 2016: $2,556,633Net Income 2016: -$362,1852016Revenue 2017: $2,581,651Expenses 2017: $2,507,781Net Income 2017: $73,8702017Revenue 2018: $2,705,730Expenses 2018: $2,650,901Net Income 2018: $54,8292018Revenue 2019: $2,456,104Expenses 2019: $2,067,187Net Income 2019: $388,9172019Revenue 2020: $2,560,429Expenses 2020: $2,215,826Net Income 2020: $344,6032020Revenue 2021: $3,335,181Expenses 2021: $2,493,959Net Income 2021: $841,2222021Revenue 2022: $2,901,531Expenses 2022: $2,596,482Net Income 2022: $305,0492022Revenue 2023: $2,361,430Expenses 2023: $3,326,532Net Income 2023: -$965,1022023Revenue 2024: $2,697,731Expenses 2024: $2,769,484Net Income 2024: -$71,7532024

Highlighted filing

2020

Revenue$2,560,429
Expenses$2,215,826
Net Income$344,603
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 22, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA SWANSONExecutive DirectorFT$121,000$18,712$139,712
MARK I HAMPTONSecretary-$0--
PETER B SULLIVANVice-President-$0--
-Assistant Treasurer-$0--
BETSY SHULTSVice-President-$0--
BARCLAY O WELLMANDirector Emeritus-$0--
KELLY A DAWSONTreasurer-$0--
RAYMOND J FASHANOPresident-$0--
THOMAS M BECKERVice-President-$0--
Filing and Contact Details

Filer

Filer Name
Ralph C Sheldon Foundation Inc
EIN
16-6030502
Phone
7166649890
Address
217 NORTH MAIN STREET, JAMESTOWN, NY 14701

Signing Officer

Name
Raymond J Fashano
Title
President
Phone
7166649890
Signed
2021-02-22

Preparer

Firm
BAHGAT & LAURITO-BAHGAT CPAs PC
Address
16 WEST MAIN ST SUITE ONE, FREDONIA, NY 14063
Preparer
Sham Dean Bahgat CPA
Phone
7166731891
Raw XML AppendixShowing 400 of 1,260 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.

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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0664415
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt060500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt060500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0121000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01912030
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01912030
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01649600
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt06745
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0245808
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0245808
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0344603
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01684353
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0606
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0606
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0664415
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0752267
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt015041
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt013296
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt013296
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt026592
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt027787
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt027788
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt055575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08957
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08953
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt017910
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt016734
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt015074
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt031808
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt06474
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt028209
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt034683
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt015041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02050521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0158562
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02215826
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0910829
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02560429
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0138491
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0158562
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0303796
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0224
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0223
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21010003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt39935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1205676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2443698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1205676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2443698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1205676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21453701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt39952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0664415
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt015041
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0344603
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03411
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011061291
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010716688
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011057880
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0673850
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0673850
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0673850
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0684307
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010457
IRS990PF/DistributableAmountGrp/TotalTaxAmt010457
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05143
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010457
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-15600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05143
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010457
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010457
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015600
IRS990PF/FMVAssetsEOYAmt016148512
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02525200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02323916
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02531137
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07852122
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08412655
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013291435
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0103092
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0108965
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt012617
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt05873
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt05873
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt010716688
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt011057880
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt04238
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04631
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0330987
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0320067
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0320067
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010720926
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011062511
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016148512
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04238
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04631
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010720926
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011062511
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010716688
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011057880
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013894562
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08236
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013886326
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0208418
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0684307
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013686144
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013894562
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt055575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt012266
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JANETTE SALTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0ADMINISTRATIVE ASSIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt037 MAPLEVIEW AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LAKEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd014750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt740.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0ALEXIS T SINGLETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$2.70$2.77$0.07
2023Summary only. Only limited summary data is available for this year.$11.2$0.00$2.36$3.33$0.97
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$2.90$2.60$0.31
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$3.34$2.49$0.84
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$2.56$2.22$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$2.46$2.07$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$2.71$2.65$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.01$10.3$2.58$2.51$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.01$10.1$2.19$2.56$0.36
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$2.17$2.61$0.45
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$3.36$2.72$0.64
2013Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$2.47$2.32$0.15
2012Summary only. Only limited summary data is available for this year.$10.2$0.00$2.16$2.31$0.16
2011Detailed filing. Detailed filing data is available for this year.$10.3$0.01$10.3$2.50
2010Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$2.59