Civic Intelligence

Flathead Community Foundation Inc

990 • Fiscal year 2013 • EIN 20-3153511

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileFLATHEADCOMMUNITYFOUNDATION.ORG
PO Box 142259903

(406) 756-9047

Siviq Scores

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

Liabilities / Assets

48th percentile

0.04x

Higher debt load relative to assets than 48% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

73rd percentile

0.22x

Higher debt load relative to revenue than 73% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

65th percentile

9.9%

Higher net margin than 65% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

79th percentile

20%

Faster asset growth than 79% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$899,624

Up $150,906 (+20%) from 2012

Net Assets

Up

$861,577

Up $113,424 (+15%) from 2012

Liabilities

Up

$38,047

Up $37,482 (+6634%) from 2012

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin65th percentile

Revenue

$171,758

No earlier filing loaded for comparison.

Expenses

Down

$154,696

Down $37,513 (-20%) from 2012

Net Income

$17,062

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $685,440Liabilities 2010: $0Net Assets 2010: $685,4402010Assets 2011: $646,608Liabilities 2011: $0Net Assets 2011: $646,6082011Assets 2012: $748,718Liabilities 2012: $565Net Assets 2012: $748,1532012Assets 2013: $899,624Liabilities 2013: $38,047Net Assets 2013: $861,5772013Assets 2014: $948,818Liabilities 2014: $16,130Net Assets 2014: $932,6882014Assets 2015: $1,091,108Liabilities 2015: $27,683Net Assets 2015: $1,063,4252015Assets 2016: $1,002,851Liabilities 2016: $27,321Net Assets 2016: $975,5302016Assets 2017: $1,151,997Liabilities 2017: $15,956Net Assets 2017: $1,136,0412017Assets 2018: $1,152,541Liabilities 2018: $65,993Net Assets 2018: $1,086,5482018Assets 2019: $1,131,720Liabilities 2019: $3,250Net Assets 2019: $1,128,4702019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2013

Assets$899,624
Liabilities$38,047
Net Assets$861,577
Open 2013 Filing

Operations Trend

Revenue Growth62nd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $175,7462010Revenue 2011: $138,612Expenses 2011: $169,766Net Income 2011: -$31,1542011Expenses 2012: $192,2092012Revenue 2013: $171,758Expenses 2013: $154,696Net Income 2013: $17,0622013Revenue 2014: $190,784Expenses 2014: $179,915Net Income 2014: $10,8692014Revenue 2015: $587,864Expenses 2015: $371,807Net Income 2015: $216,0572015Revenue 2016: $358,226Expenses 2016: $315,701Net Income 2016: $42,5252016Revenue 2017: $517,339Expenses 2017: $367,145Net Income 2017: $150,1942017Revenue 2018: $488,945Expenses 2018: $464,732Net Income 2018: $24,2132018Revenue 2019: $498,644Expenses 2019: $552,951Net Income 2019: -$54,3072019Revenue 2020: $241,605Expenses 2020: $272,796Net Income 2020: -$31,1912020

Highlighted filing

2013

Revenue$171,758
Expenses$154,696
Net Income$17,062
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$218,446
Mission and Program Overview

Mission

Mission: to enrich the lives of present and future generations by supporting philanthropy in the communities we serve by gathering donors' gifts in permanent endowments or pass-through funds; growing individual funds through wise investment management; and distributing fund proceeds according to donor wishes through grants to local charities.

We gather, grow and grant funds to nonprofits in the flathead. We enrich the lives of present and future generations by supporting philanthropy in the communities we live. We connect donors with nonprofits to meet their charitable goals for the good of the flathead, forever. Since 2005, we have given out over $500,000 in grants to nonprofits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$745,472$869,623▲ $124,151
Cash and Non-Interest-Bearing Accounts$3,246$3,595▲ $349
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$748,718$899,624▲ $150,906
Other Assets Total-$26,406-
Liabilities
Other Liabilities-$37,475-
Accounts Payable and Accrued Expenses$565$572▲ $7
Total Liabilities$565$38,047▲ $37,482
Net Assets / Fund Balance
Unrestricted Net Assets$586,920$739,974▲ $153,054
Permanently Rstr Net Assets$161,233$121,603▼ $39,630
Total Net Assets Fund Balance$748,153$861,577▲ $113,424
Total Liabilities and Net Assets / Fund Balance$748,718$899,624▲ $150,906

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$121,611$84,369▲ $29,187-$235,167
2012$87,486$25,250▲ $8,875-$121,611
2011$57,775$36,005▼ $6,294-$87,486
2010$14,487$28,319▲ $1,074-$43,774
2009$6,721$6,543▲ $1,314-$14,487
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Lisa SchneePresident
Marc LorenzenVice President
Jeff LewisDirector
John Michael MyersDirector
Michael SmithDirector
Tyler WeberSecretary
Laura LongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$148,545
Program Service Revenue
$0
Investment Income
$23,213
Other Revenue
$0
All Other Contributions
$148,545
Change in Net Assets
$17,062
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,680
Other Expenses$62,115
Salaries, Compensation, and Employee Benefits$26,901
Total Fundraising Expense$889
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,680--$65,680
Other Salaries and Wages$23,250$1,500$250$25,000
Fees for Services Accounting$8,054$519$87$8,660
Fees for Service Investment Mgmnt Fees$2,558$165$27$2,750
Payroll Taxes$1,768$114$19$1,901
Occupancy$1,432$93$15$1,540
Insurance$1,016$66$11$1,093
Other Expenses$886$57$10$953
Information Technology$465$30$5$500
Fees for Services Other$309$20$3$332
Advertising$293$19$3$315
All Other Expenses$14$1-$15
Total Functional Expenses$148,465$5,342$889$154,696
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---General Operating Support$8,750
---General Operating Support$6,950
---General Operating Support$5,500
---General Operating 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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pending Transfers to New Funds$20,700
Accrued Admin Fees$13,347
Accrued Distribution Fees$3,428
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is forwarded electronically for review by each board member before it is filed and is presented at a board meeting.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually each board member reviews the conflict of interest policy and signs a board pledge.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation process: executive director flathead community foundation hired: september 20111. Queried the affiliate liaison of the montana community foundation of the salary ranges for other community foundations in montana. $60,0002. Reviewed the 990's of whitefish community foundation, north valley hospital foundation, healthcare northwest foundation. $45,000 - $150,0003. Presented the information to the executive director search committee.4. Set the salary range based on the compensation survey and the financial position of the flathead community foundation.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All documents are available upon request”

Form 990, Part VI, Section C, Quest. 19

“The flathead community foundation makes its governing documents, conflict of interest policy and financial statements available to the public upon request via e-mail, mail or phone.”

Filing and Contact Details

Filer

EIN
20-3153511
Phone
4067569047

Signing Officer

Name
Laura Long
Title
Treasurer
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Mt
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
15

Preparer

Preparer
Steven C Stahlberg CPA
Phone
4062578399
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The flathead community foundation holds the following permanent endowments: the flathead fund, directors and officers fund, fvcc nonprofit development partnership operating endowment fund, humane society of northwest montana fund, aurora borealis fund and hockaday museum of art fund. The flathead fund and the directors and officers fund will benefit flathead nonprofits as directed by the flathead community foundation board of directors. The fvcc nonprofit development partnership,humane society of northwest montana and the hockaday museum of art endowments will benefit their respective organizations. The aurora borealis fund will benefit conservation issues.”

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IRS990/OtherExpensesGrp/FundraisingAmt211
IRS990/OtherExpensesGrp/FundraisingAmt310
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01917
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1773
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt268
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt357
IRS990/OtherExpensesGrp/ProgramServicesAmt029705
IRS990/OtherExpensesGrp/ProgramServicesAmt111989
IRS990/OtherExpensesGrp/ProgramServicesAmt21046
IRS990/OtherExpensesGrp/ProgramServicesAmt3886
IRS990/OtherExpensesGrp/TotalAmt031941
IRS990/OtherExpensesGrp/TotalAmt112891
IRS990/OtherExpensesGrp/TotalAmt21125
IRS990/OtherExpensesGrp/TotalAmt3953
IRS990/OtherLiabilitiesGrp/EOYAmt037475
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0250
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01500
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt023250
IRS990/OtherSalariesAndWagesGrp/TotalAmt025000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt019
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0114
IRS990/PayrollTaxesGrp/ProgramServicesAmt01768
IRS990/PayrollTaxesGrp/TotalAmt01901
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0161233
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0121603
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0276662
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0112329
IRS990/PYInvestmentIncomeAmt089940
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt056315
IRS990/PYRevenuesLessExpensesAmt0174393
IRS990/PYSalariesCompEmpBnftPaidAmt023565
IRS990/PYTotalExpensesAmt0192209
IRS990/PYTotalRevenueAmt0366602
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt017062
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0148545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0276662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0117924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0126800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt083900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0753831
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019492
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018576
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt019080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017990
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019725
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt094863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019492
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018576
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt019080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017990
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019725
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt094863
IRS990ScheduleA/InvestmentIncomeCYPct00.11180
IRS990ScheduleA/InvestmentIncomePYPct00.06860
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88820
IRS990ScheduleA/PublicSupportPY509Pct00.93140
IRS990ScheduleA/PublicSupportTotal509Amt0753831
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0148545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0276662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0117924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0126800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt083900
IRS990ScheduleA/Total509Grp/TotalAmt0753831
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0168037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0295238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0137004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0144790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0103625
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0848694
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0121611
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt084369
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0235167
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt029187
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt087486
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt025250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0121611
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08875
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt057775
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt036005
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt087486
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6294
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0106
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt014487
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt028319
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt043774
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01074
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt091
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06721
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06543
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt014487
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01314
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/DonorAdvisedFundsContriAmt092709
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt049930
IRS990ScheduleD/DonorAdvisedFundsHeldCnt011
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0627292
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FundsAndOtherAccountsContriAmt055837
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt015750
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt016
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0255556
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013347
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13428
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt220700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED ADMIN FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED DISTRIBUTION FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PENDING TRANSFERS TO NEW FUNDS

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$899,624
Liabilities
$38,047
Net assets
$861,577
Revenue
$171,758
Expenses
$154,696
Net income
$17,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.24$0.27$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.50$0.55$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.07$1.09$0.49$0.46$0.02
2017Summary only. Only limited summary data is available for this year.$1.15$0.02$1.14$0.52$0.37$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.03$0.98$0.36$0.32$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$0.59$0.37$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.02$0.93$0.19$0.18$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.04$0.86$0.17$0.15$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.19
2011Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$0.14$0.17$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.18