Civic Intelligence

Halbert Harmon Foundation Inc.

990PF • Fiscal year 2013 • EIN 20-0214688

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

Organization Profile
55 Main StreetSuite 20076034

(817) 514-7411

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

76th percentile

12%

Faster asset growth than 76% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

36th percentile

-1.3%

Faster revenue growth than 36% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,981,540

Up $418,593 (+12%) from 2012

Net Assets

$3,981,540

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin96th percentile

Revenue

Down

$482,827

Down $6,578 (-1.3%) from 2012

Expenses

Down

$64,234

Down $5,980 (-8.5%) from 2012

Net Income

Down

$418,593

Down $598 (-0.1%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$10M$5.0M$0Assets 2011: $3,267,807Liabilities 2011: $0Net Assets 2011: $3,267,8072011Assets 2012: $3,562,947Liabilities 2012: $12012Assets 2013: $3,981,540Liabilities 2013: $0Net Assets 2013: $3,981,5402013Assets 2014: $4,389,534Liabilities 2014: $0Net Assets 2014: $4,389,5342014Assets 2015: $4,827,679Liabilities 2015: $0Net Assets 2015: $4,827,6792015Assets 2016: $4,829,462Liabilities 2016: $0Net Assets 2016: $4,829,4622016Assets 2017: $5,076,416Liabilities 2017: $0Net Assets 2017: $5,076,4162017Assets 2018: $5,635,522Liabilities 2018: $0Net Assets 2018: $5,635,5222018Assets 2019: $5,302,800Liabilities 2019: $02019Assets 2020: $5,658,977Liabilities 2020: $0Net Assets 2020: $5,658,9772020Assets 2021: $7,155,417Liabilities 2021: $0Net Assets 2021: $7,155,4172021Assets 2022: $7,297,510Liabilities 2022: $0Net Assets 2022: $7,297,5102022Assets 2023: $7,171,402Liabilities 2023: $0Net Assets 2023: $7,171,4022023Assets 2024: $8,137,447Liabilities 2024: $0Net Assets 2024: $8,137,4472024

Highlighted filing

2013

Assets$3,981,540
Liabilities$0
Net Assets$3,981,540
Open 2013 Filing

Operations Trend

Revenue Growth36th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $65,0642011Revenue 2012: $489,405Expenses 2012: $70,214Net Income 2012: $419,1912012Revenue 2013: $482,827Expenses 2013: $64,234Net Income 2013: $418,5932013Revenue 2014: $515,799Expenses 2014: $107,805Net Income 2014: $407,9942014Revenue 2015: $575,232Expenses 2015: $137,087Net Income 2015: $438,1452015Revenue 2016: $285,890Expenses 2016: $284,107Net Income 2016: $1,7832016Revenue 2017: $562,068Expenses 2017: $315,114Net Income 2017: $246,9542017Revenue 2018: $915,438Expenses 2018: $356,332Net Income 2018: $559,1062018Revenue 2019: $76,742Expenses 2019: $409,464Net Income 2019: -$332,7222019Revenue 2020: $780,216Expenses 2020: $424,039Net Income 2020: $356,1772020Revenue 2021: $1,926,902Expenses 2021: $430,462Net Income 2021: $1,496,4402021Revenue 2022: $792,879Expenses 2022: $650,786Net Income 2022: $142,0932022Revenue 2023: $448,538Expenses 2023: $574,646Net Income 2023: -$126,1082023Revenue 2024: $1,615,305Expenses 2024: $649,260Net Income 2024: $966,0452024

Highlighted filing

2013

Revenue$482,827
Expenses$64,234
Net Income$418,593
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
david s halbertDir/Pres-$0--
jon mark harmonDir/VP-$0--
christopher robert harmonDir/Sec-$0--
belinda jo harmonDir/VP-$0--
robert g harmonDir/VP-$0--
david todd harmonDirector-$0--
Filing and Contact Details

Filer

EIN
20-0214688
In Care Of
% Halbert Harmon Foundation

Signing Officer

Name
Christopher Harmon
Title
Secretary
Phone
8175147411
Signed
2014-11-10
Discuss with paid preparer
Yes

Preparer

Preparer
Jeffrey D Haskell
Phone
8175147411
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0745145
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01942
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01942
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0122578
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0126569
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018130
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018130
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt038604
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018130
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt064234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0144699
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0482827
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04304
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018130
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0622567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0122578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0122578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0745145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0122578
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0418593
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03981540
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03562947
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03981540
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0211813
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0211813
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0211813
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0214344
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02531
IRS990PF/DistributableAmountGrp/TotalTaxAmt02531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05810
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05810
IRS990PF/FMVAssetsEOYAmt04907025
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt087843
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01130566
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01594323
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02519808
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03562947
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03981540
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01344538
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01387217
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01387217
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03562947
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03981540
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04907025
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03562947
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03981540
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03562947
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03981540
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04352172
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01421347
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01930825
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt065283
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01000000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0214344
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04286889
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04352172
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.0
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/PersonNm0david s halbert
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1jon mark harmon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2christopher robert harmon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3belinda jo harmon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4robert g harmon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5david todd harmon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0dir/pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1dir/vp
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2dir/sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3dir/vp
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4dir/vp
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1055 Main Street ste 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1155 Main Street ste 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1255 Main Street ste 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1355 main street ste 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1455 Main Street ste 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1555 Main Street ste 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Colleyville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Colleyville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2Colleyville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3Colleyville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4Colleyville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City5Colleyville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State5TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode076034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode176034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode276034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode376034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode476034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode576034
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0196944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0198210
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt053382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt057607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt045263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0113500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0298500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.020008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.0252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.018427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.116215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04286889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02667978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02286005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02456344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02276576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02568506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt038604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.229706
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt038604
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt038604
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt038604
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,981,540
Liabilities
$0
Net assets
$3,981,540
Revenue
$482,827
Expenses
$64,234
Net income
$418,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$1.62$0.65$0.97
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.00$7.17$0.45$0.57$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.00$7.30$0.79$0.65$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$0.00$7.16$1.93$0.43$1.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.00$5.66$0.78$0.42$0.36
2019Summary only. Only limited summary data is available for this year.$5.30$0.00$0.08$0.41$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.92$0.36$0.56
2017Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.56$0.32$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$0.29$0.28$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$0.58$0.14$0.44
2014Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.52$0.11$0.41
2013Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.48$0.06$0.42
2012Summary only. Only limited summary data is available for this year.$3.56$0.00$0.49$0.07$0.42
2011Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.07