Civic Intelligence

The Buchman Foundation Inc

990PF • Fiscal year 2018 • EIN 20-3038264

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 12, 2019

Organization Profile
76 S Jefferson AvenueCatskill, NY 12414

(845) 853-5134

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

Higher debt load relative to assets than 90% of similar nonprofits.

2018 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.04x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2018

Net Margin

57th percentile

5.1%

Higher net margin than 57% of similar nonprofits.

2018 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2018

Asset Growth

62nd percentile

0.9%

Faster asset growth than 62% of similar nonprofits.

2018 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

24%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$905,386

Down $2,798 (-0.3%) from 2016

Net Assets

Down

$901,823

Down $6,361 (-0.7%) from 2016

Liabilities

Up

$3,563

Up $3,563 from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin57th percentile

Revenue

Up

$84,849

Up $50,714 (+149%) from 2016

Expenses

Down

$80,542

Down $8,165 (-9.2%) from 2016

Net Income

Up

$4,307

Up $58,879 (+108%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,054,699Liabilities 2010: $1,338Net Assets 2010: $1,053,3612010Assets 2011: $1,027,614Liabilities 2011: $12011Assets 2012: $982,198Liabilities 2012: $0Net Assets 2012: $982,1982012Assets 2013: $974,565Liabilities 2013: $0Net Assets 2013: $974,5652013Assets 2014: $982,302Liabilities 2014: $0Net Assets 2014: $982,3022014Assets 2015: $962,756Liabilities 2015: $0Net Assets 2015: $962,7562015Assets 2016: $908,184Liabilities 2016: $0Net Assets 2016: $908,1842016Assets 2018: $905,386Liabilities 2018: $3,563Net Assets 2018: $901,8232018Assets 2019: $877,443Liabilities 2019: $0Net Assets 2019: $877,4432019Assets 2020: $847,372Liabilities 2020: $0Net Assets 2020: $847,3722020Assets 2021: $860,249Liabilities 2021: $0Net Assets 2021: $860,2492021Assets 2022: $821,692Liabilities 2022: $12022Assets 2023: $791,880Liabilities 2023: $12023Assets 2024: $758,832Liabilities 2024: $0Net Assets 2024: $758,8322024

Highlighted filing

2018

Assets$905,386
Liabilities$3,563
Net Assets$901,823
Open 2018 Filing

Operations Trend

Revenue Growth61st percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $61,5192010Revenue 2011: $50,281Expenses 2011: $76,028Net Income 2011: -$25,7472011Expenses 2012: $78,5662012Revenue 2013: $73,188Expenses 2013: $80,821Net Income 2013: -$7,6332013Revenue 2014: $91,271Expenses 2014: $83,534Net Income 2014: $7,7372014Revenue 2015: $74,574Expenses 2015: $94,120Net Income 2015: -$19,5462015Revenue 2016: $34,135Expenses 2016: $88,707Net Income 2016: -$54,5722016Revenue 2018: $84,849Expenses 2018: $80,542Net Income 2018: $4,3072018Revenue 2019: $57,478Expenses 2019: $81,858Net Income 2019: -$24,3802019Revenue 2020: $51,202Expenses 2020: $81,273Net Income 2020: -$30,0712020Revenue 2021: $104,860Expenses 2021: $91,983Net Income 2021: $12,8772021Revenue 2022: $52,377Expenses 2022: $90,934Net Income 2022: -$38,5572022Revenue 2023: $49,651Expenses 2023: $79,463Net Income 2023: -$29,8122023Revenue 2024: $65,367Expenses 2024: $98,415Net Income 2024: -$33,0482024

Highlighted filing

2018

Revenue$84,849
Expenses$80,542
Net Income$4,307
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Zoe B ZakPresident-$0--
Sally ZakTreasurer-$0--
Deborah Buchman StehrSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-To support good work charities - Buchman Endowment FundPCTroy, NY, US$10,000
Paid Grant-Second Century ScholarsPCAlbany, NY, US$10,000
Paid Grant-Music ProgramPCCatskill, NY, US$6,000
Paid Grant-Music fundPCCatskill, NY, US$4,000
Paid Grant-Resources to help community needsPCAlbany, NY, US$3,600
Paid Grant-General FundPCRockville, MD, US$2,000
Paid Grant-Sustainable living and earth carePCWoodbourne, NY, US$1,200
Paid Grant-Passover AppealPCKingston, NY, US$1,000
Paid Grant-Serving the community's needsPCYonkers, NY, US$1,000
Paid Grant-Music ProgramPCCatskill, NY, US$1,000
Paid Grant-Sustainable living and earth carePCWoodbourne, NY, US$1,000
Paid Grant-To serve the community's needsPCSaratoga Springs, NY, US$1,000
Paid Grant-General FundPCWoodbourne, NY, US$1,000
Paid Grant-General FundPCKingston, NY, US$1,000
Paid Grant-General fundPCKingston, NY, US$950
Paid Grant-Memorial FundPCCatskill, NY, US$750
Paid Grant-To serve the community's needsPCSaugerties, NY, US$500
Paid Grant-To help the community's needsPCNew York, NY, US$500
Paid Grant-General fundPCEllenville, NY, US$360
Paid Grant-Memorial FundPCCatskill, NY, US$250
Paid Grant-Serving the community's needsPCKingston, NY, US$180
Filing and Contact Details

Filer

Filer Name
The Buchman Foundation Inc
EIN
20-3038264
Phone
8458535134
Address
76 S Jefferson Avenue, Catskill, NY 12414

Signing Officer

Name
Zoe B Zak
Title
President
Signed
2019-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Lurie & Co CPAS PC
Address
292 Washington Ave Ext, Albany, NY 12203
Preparer
Michael S Lurie
Phone
5184564094
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Starbucks Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Synchrony Financial
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Texas Instruments
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61T Mobile
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Tyson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63United Health Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64United Technologies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65US Bancorp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Visa Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68Walt Disney Co., Holding Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69Wells Fargo & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Xerox
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71Xilinx
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72AB Discovery Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73AB Small Cap Core Portfolio
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74AD Discovery Growth Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75Adobe Systems
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76Aetna
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77Allstate
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78Alexion
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79Alliance Bernstein
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80Alphabet Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81Altria Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82American Electric
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83American International
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84Apple Computer Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85Bank of America
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86Biogen Idec Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87Boeing
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88CBS Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89CDW Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90Cerner Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91Crown Castle International
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92Everest Re Group Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93Fidelity National Financial
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94Goldman Sachs Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95Honeywell Intl Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96JP Morgan Chase
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97Kimberly Clark
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98Marathon Pete Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99McDonalds Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100Medtronic
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101Mid America Apartment
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102Nokia Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103Norfolk Southern Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104Procter & Gamble
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105Quest Diagnostics
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106Raytheon Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107S & P Global
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108TJX Companies Inc New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109Walmart Stores
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110Zoetis Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111Bernstein Intermediate Duration ai
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112Accrued dividend
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113Autozone inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114Vertex Pharmaceuticals
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115total system services inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116Constellation Brands
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117Ulta Beauty
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118US Foods Holding Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119National Oilwell Varco Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120chevron Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121Citigroup Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122Berkshire Hathaway
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123Regency Centers Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124Anthem Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125CBRE Group inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126Cubesmart
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127Sun communities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128Lyonsdellbasell
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129Bernstein International Port
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130Booking Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131Cognizant Tech solutions
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132fidelity National Information
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt034265
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt050518
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt066
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Miscellaneous income
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt084849
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt084849
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt034331
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt050518
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt047290
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt047290
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt034265
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034265
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034265
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04307
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0239609
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt066
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt066
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt066
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt050518
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt079307
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04894
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt029508
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0648
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01744
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt034331
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt047290
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05542
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt080542
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt084849
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt084849
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05542
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt045218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1143873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt150830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt150830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt044846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1194703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Bernstein -see details attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Bernstein -see details attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Bernstein -see details attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt050518
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-312
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04307
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0901823
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0897516
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0901823
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt045656
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt045656
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt045656
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt047242
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01586
IRS990PF/DistributableAmountGrp/TotalTaxAmt01586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0706
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0911
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0706
IRS990PF/FMVAssetsEOYAmt0854051
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03243
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0894273
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0905386
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0854051
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03563
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0897516

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$905,386
Liabilities
$3,563
Net assets
$901,823
Revenue
$84,849
Expenses
$80,542
Net income
$4,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.07$0.10$0.03
2023Summary only. Only limited summary data is available for this year.$0.79$0.00$0.05$0.08$0.03
2022Summary only. Only limited summary data is available for this year.$0.82$0.00$0.05$0.09$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.10$0.09$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.05$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.90$0.08$0.08$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.03$0.09$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.07$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.09$0.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07$0.08$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.08
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$0.05$0.08$0.03
2010Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06