Civic Intelligence

Clearfield Community Charitable Foundation

990 • Fiscal year 2023 • EIN 20-2031283

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 16, 2024

Organization ProfileNA
Rear 236 East Market StreetClearfield, PA 16830

(814) 765-7682

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

86th percentile

33%

Faster asset growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

69%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Flat

$13,787,674

Flat from 2023

Net Assets

Flat

$13,786,870

Flat from 2023

Liabilities

Flat

$804

Flat from 2023

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin97th percentile

Revenue

Flat

$3,973,325

Flat from 2023

Expenses

Flat

$485,267

Flat from 2023

Net Income

Flat

$3,488,058

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$15M$10M$5.0M$0Assets 2010: $359,244Liabilities 2010: $0Net Assets 2010: $359,2442010Assets 2011: $468,132Liabilities 2011: $0Net Assets 2011: $468,1322011Assets 2012: $796,253Liabilities 2012: $0Net Assets 2012: $796,2532012Assets 2013: $1,156,267Liabilities 2013: $0Net Assets 2013: $1,156,2672013Assets 2014: $1,844,289Liabilities 2014: $0Net Assets 2014: $1,844,2892014Assets 2015: $2,416,260Liabilities 2015: $0Net Assets 2015: $2,416,2602015Assets 2016: $2,345,109Liabilities 2016: $0Net Assets 2016: $2,345,1092016Assets 2017: $3,659,858Liabilities 2017: $0Net Assets 2017: $3,659,8582017Assets 2018: $5,158,850Liabilities 2018: $0Net Assets 2018: $5,158,8502018Assets 2019: $5,344,432Liabilities 2019: $0Net Assets 2019: $5,344,4322019Assets 2020: $6,039,452Liabilities 2020: $0Net Assets 2020: $6,039,4522020Assets 2021: $8,403,573Liabilities 2021: $0Net Assets 2021: $8,403,5732021Assets 2022: $10,357,777Liabilities 2022: $0Net Assets 2022: $10,357,7772022Assets 2023: $13,787,674Liabilities 2023: $804Net Assets 2023: $13,786,8702023Assets 2023: $13,787,674Liabilities 2023: $804Net Assets 2023: $13,786,8702023Assets 2024: $14,727,722Liabilities 2024: $0Net Assets 2024: $14,727,7222024

Highlighted filing

2023

Assets$13,787,674
Liabilities$804
Net Assets$13,786,870
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $33,7712010Revenue 2011: $132,074Expenses 2011: $23,186Net Income 2011: $108,8882011Expenses 2012: $40,0672012Revenue 2013: $493,695Expenses 2013: $133,681Net Income 2013: $360,0142013Revenue 2014: $794,901Expenses 2014: $106,879Net Income 2014: $688,0222014Revenue 2015: $655,602Expenses 2015: $83,631Net Income 2015: $571,9712015Revenue 2016: $235,139Expenses 2016: $306,290Net Income 2016: -$71,1512016Revenue 2017: $1,437,145Expenses 2017: $122,396Net Income 2017: $1,314,7492017Revenue 2018: $1,658,407Expenses 2018: $159,415Net Income 2018: $1,498,9922018Revenue 2019: $389,844Expenses 2019: $175,192Net Income 2019: $214,6522019Revenue 2020: $959,634Expenses 2020: $230,746Net Income 2020: $728,8882020Revenue 2021: $2,705,833Expenses 2021: $293,508Net Income 2021: $2,412,3252021Revenue 2022: $2,344,355Expenses 2022: $338,983Net Income 2022: $2,005,3722022Revenue 2023: $3,973,325Expenses 2023: $485,267Net Income 2023: $3,488,0582023Revenue 2023: $3,973,325Expenses 2023: $485,267Net Income 2023: $3,488,0582023Revenue 2024: $1,616,400Expenses 2024: $598,084Net Income 2024: $1,018,3162024

Highlighted filing

2023

Revenue$3,973,325
Expenses$485,267
Net Income$3,488,058
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 16, 2024
Return Version
2023v5.1
Gross Receipts
$7,000,149
Mission and Program Overview

Mission

Trust for benefit of charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$10,350,788$13,774,947▲ $3,424,159
Land, Buildings, and Equipment, Net$6,658$11,755▲ $5,097
Cash and Non-Interest-Bearing Accounts$331$972▲ $641
Total Assets$10,357,777$13,787,674▲ $3,429,897
Liabilities
Accounts Payable and Accrued Expenses-$804-
Total Liabilities$0$804▲ $804
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,969,073$10,025,026▲ $1,055,953
Net Assets Without Donor Restrictions$1,388,704$3,761,844▲ $2,373,140
Total Net Assets Fund Balance$10,357,777$13,786,870▲ $3,429,093
Total Liabilities and Net Assets / Fund Balance$10,357,777$13,787,674▲ $3,429,897

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$11,755$6,601$18,356
Other Securities$13,774,947--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$10,350,788$3,641,652▲ $272,708$62,796$13,774,947
2022$8,403,573$2,128,324▲ $164,863$37,211$10,350,788
2021$6,039,452$2,148,125▲ $509,504$32,992$8,403,573
2020$5,344,432$790,884▲ $134,882$16,726$6,039,452
2019$5,158,850$227,986▲ $132,788-$5,344,432
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Jeb G Soult JrChairman
John HarpsterVice Chairman
Dana BeauseigneurDirector
George M WeidleinDirector
Jamie StraubDirector
Joe ValenzaDirector
Lee Grace ValigorskyDirector
Lisa KovalickDirector
Maureen GathaganDirector
Shane LumadueDirector
Kevin McmillenDirector Emeritus
Robert M Kurtz JrDirector Emeritus
Lisa a ConradSecretary
Vicki MyersVP Relationship Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$3,641,652
Program Service Revenue
$0
Investment Income
$331,673
Other Revenue
$0
All Other Contributions
$3,641,652
Change in Net Assets
$3,488,058

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Securities Miscellaneous$2,959,651Fair Market Value
Total Noncash Contributions$2,959,651-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,914,360
Revenue Not Reported on Financial Statements
$58,965
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,914,360
Total Revenue per Form 990
$3,973,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$382,180
Salaries, Compensation, and Employee Benefits$66,623
Other Expenses$36,464
Total Fundraising Expense$7,895
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$382,180--$382,180
Other Salaries and Wages$43,187$12,339$6,170$61,696
Fees for Services Legal$8,159$3,824-$11,983
Fees for Services Accounting-$7,900-$7,900
Occupancy-$7,884-$7,884
Payroll Taxes$3,449$985$493$4,927
Depreciation Depletion$3,067$876$438$4,381
Fees for Services Other-$2,455-$2,455
Advertising--$794$794
Other Expenses-$539-$539
Insurance-$528-$528
Total Functional Expenses$440,042$37,330$7,895$485,267

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$485,267
Total Expenses per Audited Statements$485,267
Total Expenses per Form 990$485,267
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Childrens Aid SocietyClearfield, PA-General Support$44,588
Joseph and Elizabeth Shaw Public LibraryClearfield, PA-General Support$44,588
Clearfield Co Historical SocietyClearfield, PA-General Support$36,366
Clearfield YmcClearfield, PA-General Support$36,366
Salvation ArmyClearfield, PA-General Support$36,366
Clearfield Educational FoundationClearfield, PA-General Support$34,300
Moshannon Valley YmcaPhilipsburg, PA-General Support$6,000
Clearfield Community ActionClearfield, PA-General Support$5,250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board reviews prior to filing”

Form 990, Part VI, Section C, Line 19

“Made available upon request”

Filing and Contact Details

Filer

Filer Name
Clearfield County Charitable
EIN
20-2031283
Phone
8147657682
Address
REAR 236 EAST MARKET STREET, CLEARFIELD, PA 16830

Signing Officer

Name
Vicki Myers Vp Relationship Manage
Title
Mgr, Mid Penn Bank Trustee
Phone
8145927331
Signed
2024-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vicki Myers Vp Relations
Formed
2006
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
0

Preparer

Firm
Young Oakes Brown & Company Pc
Address
1210 THIRTEENTH STREET, ALTOONA, PA 16601
Preparer
James R Berkhimer
Phone
8149446191
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Process has not changed from prior year”

Raw XML AppendixShowing 400 of 553 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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IRS990/Desc0ASSISTS DONORS TO ENHANCE CHARITABLE GIVING BY BUILDING AND MAINTAINING A PERMANENT COLLECTION OF ENDOWMENT FUNDS EXCLUSIVELY FOR THE BETTERMENT OF CLEARFIELD COUNTY FOR PRESENT AND FUTURE GENERATIONS WITH LEADERSHIP INITIATIVES AND EFFECTIVE RESPONSES TO COMMUNITY NEEDS AND OPPORTUNITIES.
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ASSISTS DONORS TO ENHANCE CHARITABLE GIVING BY BUILDING AND MAINTAINING A PERMANENT COLLECTION OF ENDOWMENT FUNDS EXCLUSIVELY FOR THE BETTERMENT OF CLEARFIELD COUNTY FOR PRESENT AND FUTURE GENERATIONS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt013786870
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0329
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01388704
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03761844
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt02959651
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07884
IRS990/OccupancyGrp/TotalAmt07884
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MOVING EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0539
IRS990/OtherExpensesGrp/TotalAmt0539
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06170
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012339
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt043187
IRS990/OtherSalariesAndWagesGrp/TotalAmt061696
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0493
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0985
IRS990/PayrollTaxesGrp/ProgramServicesAmt03449
IRS990/PayrollTaxesGrp/TotalAmt04927
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0VICKI MYERS VP RELATIONS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02128324
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0256540
IRS990/PYInvestmentIncomeAmt0216031
IRS990/PYOtherExpensesAmt029999
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02005372
IRS990/PYSalariesCompEmpBnftPaidAmt052444
IRS990/PYTotalExpensesAmt0338983
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02344355
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03488058
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0329
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03641652
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02128324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02148125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0790884
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0227986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08936971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0331673
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0216031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0557708
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0168750
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0161858
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01436020
IRS990ScheduleA/PublicSupportCY170Pct00.86160
IRS990ScheduleA/PublicSupportPY170Pct00.84590
IRS990ScheduleA/PublicSupportTotal170Amt08936971
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03641652
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02128324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02148125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0790884
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0227986
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08936971
IRS990ScheduleA/TotalSupportAmt010372991
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt045225
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010350788
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03641652
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt013774947
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0382180
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0272708
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt062796
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt052721
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08403573
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02128324
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010350788
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0256040
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0164863
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt037211
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt045810
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06039452
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02148125
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08403573
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0214706
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0509504
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt032992
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt029735
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05344432
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0790884
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06039452
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0184285
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0134882
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt016726
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt09435
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05158850
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0227986
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05344432
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0165757
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0132788
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt02451804
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt090494
IRS990ScheduleD/DonorAdvisedFundsHeldCnt09
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt03677533
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0485267
IRS990ScheduleD/FundsAndOtherAccountsContriAmt01189848
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0291686
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt049
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt010097414
IRS990ScheduleD/InvestmentExpensesNotIncldAmt058965
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011755
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06601
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt018356
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt013774947
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt058965
IRS990ScheduleD/RevenueSubtotalAmt03914360
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011755
IRS990ScheduleD/TotalBookValueSecuritiesAmt013774947
IRS990ScheduleD/TotalExpensesPerForm990Amt0485267
IRS990ScheduleD/TotalRevenuePerForm990Amt03973325
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03914360
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0485267
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt034300
IRS990ScheduleI/RecipientTable/CashGrantAmt144588
IRS990ScheduleI/RecipientTable/CashGrantAmt244588
IRS990ScheduleI/RecipientTable/CashGrantAmt336366
IRS990ScheduleI/RecipientTable/CashGrantAmt436366
IRS990ScheduleI/RecipientTable/CashGrantAmt536366
IRS990ScheduleI/RecipientTable/CashGrantAmt66000
IRS990ScheduleI/RecipientTable/CashGrantAmt75250
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,787,674
Liabilities
$804
Net assets
$13,786,870
Revenue
$3,973,325
Expenses
$485,267
Net income
$3,488,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$0.00$14.7$1.62$0.60$1.02
2023Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$3.97$0.49$3.49
2023Summary only. Only limited summary data is available for this year.$13.8$0.00$13.8$3.97$0.49$3.49
2022Summary only. Only limited summary data is available for this year.$10.4$0.00$10.4$2.34$0.34$2.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.40$0.00$8.40$2.71$0.29$2.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.04$0.00$6.04$0.96$0.23$0.73
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.34$0.00$5.34$0.39$0.18$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.00$5.16$1.66$0.16$1.50
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.00$3.66$1.44$0.12$1.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.24$0.31$0.07
2015Summary only. Only limited summary data is available for this year.$2.42$0.00$2.42$0.66$0.08$0.57
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.79$0.11$0.69
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.49$0.13$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.04
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$0.13$0.02$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.03