Civic Intelligence

The Barthelmes Foundation Inc

990PF • Fiscal year 2016 • EIN 20-1326155

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 13, 2017

Organization Profile
1717 South Cheyenne AvenueTulsa, OK 74119

(918) 592-7996

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

21st percentile

0.01x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

4th percentile

-183%

Higher net margin than 4% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$130,210

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 47.5% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

14th percentile

-6.9%

Faster asset growth than 14% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

5.1%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$6,774,213

Down $502,980 (-6.9%) from 2015

Net Assets

Down

$6,771,658

Down $503,031 (-6.9%) from 2015

Liabilities

Up

$2,555

Up $51 (+2.0%) from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin4th percentile

Revenue

Up

$274,367

Up $13,340 (+5.1%) from 2015

Expenses

Down

$776,501

Down $20,636 (-2.6%) from 2015

Net Income

Up

-$502,134

Up $33,976 (+6.3%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$10M$5.0M$0Assets 2011: $9,358,378Liabilities 2011: $3,1762011Assets 2012: $8,883,125Liabilities 2012: $1142012Assets 2013: $8,292,936Liabilities 2013: $5,5602013Assets 2014: $7,820,412Liabilities 2014: $11,7602014Assets 2015: $7,277,193Liabilities 2015: $2,504Net Assets 2015: $7,274,6892015Assets 2016: $6,774,213Liabilities 2016: $2,555Net Assets 2016: $6,771,6582016Assets 2019: $5,921,599Liabilities 2019: $4,1942019Assets 2020: $5,479,068Liabilities 2020: $1,036Net Assets 2020: $5,478,0322020Assets 2021: $5,391,504Liabilities 2021: $5,539Net Assets 2021: $5,385,9652021Assets 2022: $5,089,145Liabilities 2022: $5,801Net Assets 2022: $5,083,3442022Assets 2023: $4,771,949Liabilities 2023: $5,801Net Assets 2023: $4,766,1482023

Highlighted filing

2016

Assets$6,774,213
Liabilities$2,555
Net Assets$6,771,658
Open 2016 Filing

Operations Trend

Revenue Growth59th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $365,268Expenses 2011: $872,982Net Income 2011: -$507,7142011Revenue 2012: $375,652Expenses 2012: $848,894Net Income 2012: -$473,2422012Revenue 2013: $282,614Expenses 2013: $878,393Net Income 2013: -$595,7792013Revenue 2014: $527,761Expenses 2014: $969,981Net Income 2014: -$442,2202014Revenue 2015: $261,027Expenses 2015: $797,137Net Income 2015: -$536,1102015Revenue 2016: $274,367Expenses 2016: $776,501Net Income 2016: -$502,1342016Revenue 2019: $600,371Expenses 2019: $701,340Net Income 2019: -$100,9692019Revenue 2020: $149,055Expenses 2020: $588,428Net Income 2020: -$439,3732020Revenue 2021: $572,064Expenses 2021: $664,131Net Income 2021: -$92,0672021Revenue 2022: $269,103Expenses 2022: $571,724Net Income 2022: -$302,6212022Revenue 2023: $207,312Expenses 2023: $524,508Net Income 2023: -$317,1962023

Highlighted filing

2016

Revenue$274,367
Expenses$776,501
Net Income-$502,134
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH L HULL IIIPresidentPT$121,620$8,590$130,210
DR ANTHONY BROWNDirector-$0--
LARRY PINKERTONDirector-$0--
PHIL HANEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Barthelmes Foundation Inc
EIN
20-1326155
Phone
9185927996
Address
1717 SOUTH CHEYENNE AVENUE, TULSA, OK 74119

Signing Officer

Name
Joseph L Hull Iii
Title
President
Signed
2017-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Lauhon Halley & Cuite Pllc
Address
2727 E 21st Street Suite 102, TULSA, OK 74114
Preparer
Mary Jane Halley CPA
Phone
9184880809
Raw XML AppendixShowing 400 of 627 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY ACCOUNT #656-194004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY ACCOUNT #656-194013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY ACCOUNT #656-194013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAP GAIN DIST FIDELITY ACCOUNT #656-194004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PRESCOTT GROUP AGGRESSIVE SMALL CAP L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PRESCOTT GROUP AGGRESSIVE SMALL CAP L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PRESCOTT GROUP AGGRESSIVE SMALL CAP L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PRESCOTT GROUP AGGRESSIVE SMALL CAP L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt046341
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-502134
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0897
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06772555
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07274689
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06771658
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0348029
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0348029
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0348029
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0349348
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01319
IRS990PF/DistributableAmountGrp/TotalTaxAmt01319
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01319
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01319
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01319
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01280
IRS990PF/FMVAssetsEOYAmt07042832
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02504
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02555
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07274689
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06771658
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt028697
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016067
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt016067
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05860253
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05491757
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05574842
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt033723
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0134716
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt091095
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0100993
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0942244
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01011192
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01298446
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt07036
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01935
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01208
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0347868
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0152269
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0152269
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07277193
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06774213
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07042832
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02504
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02555
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07277193
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06774213
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07274689
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06771658
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07093356
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0242014
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06851342
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0106400
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0349348
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06986956
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07093356
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt070448
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt08925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0DEBORAH BRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM MGR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0311 S BRISTOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0DRUMRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd074030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0121620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt08590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH L HULL III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DR ANTHONY BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LARRY PINKERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PHIL HANEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01717 S CHEYENNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1OSU-POLI SCI DEPT 201 MURRAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt215 E 5TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31437 S BOULDER AVE W 1050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1STILLWATER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd074119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd174078
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd274103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd374119
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0537010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0538329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0607477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0717999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0658969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0634714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0635756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.076859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.07934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.08512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.07575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.07376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.07033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06986956
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07656327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08435672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08699495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08604640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09040050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0612003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.384297
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0610684
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0612003
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01319
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0612003
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,774,213
Liabilities
$2,555
Net assets
$6,771,658
Revenue
$274,367
Expenses
$776,501
Net income
-$502,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.01$4.77$0.21$0.52$0.32
2022Detailed filing. Detailed filing data is available for this year.$5.09$0.01$5.08$0.27$0.57$0.30
2021Detailed filing. Detailed filing data is available for this year.$5.39$0.01$5.39$0.57$0.66$0.09
2020Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.15$0.59$0.44
2019Summary only. Only limited summary data is available for this year.$5.92$0.00$0.60$0.70$0.10
2016Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.27$0.78$0.50
2015Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.27$0.26$0.80$0.54
2014Summary only. Only limited summary data is available for this year.$7.82$0.01$0.53$0.97$0.44
2013Summary only. Only limited summary data is available for this year.$8.29$0.01$0.28$0.88$0.60
2012Summary only. Only limited summary data is available for this year.$8.88$0.00$0.38$0.85$0.47
2011Summary only. Only limited summary data is available for this year.$9.36$0.00$0.37$0.87$0.51