Civic Intelligence

The Arvd Foundation

990PF • Fiscal year 2014 • EIN 20-3846779

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile
225 Mount Hermon RoadRoom/Suite 182Scotts Valley, CA 95066

(813) 440-1644

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

91st percentile

58%

Higher net margin than 91% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

77th percentile

12%

Faster asset growth than 77% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-9.4%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,159,536

Up $126,457 (+12%) from 2013

Net Assets

$1,159,536

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin91st percentile

Revenue

Down

$219,251

Down $22,636 (-9.4%) from 2013

Expenses

Up

$92,794

Up $35,021 (+61%) from 2013

Net Income

Down

$126,457

Down $57,657 (-31%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $761,644Liabilities 2010: $02010Assets 2011: $744,211Liabilities 2011: $02011Assets 2012: $848,965Liabilities 2012: $02012Assets 2013: $1,033,079Liabilities 2013: $02013Assets 2014: $1,159,536Liabilities 2014: $0Net Assets 2014: $1,159,5362014Assets 2015: $1,212,175Liabilities 2015: $0Net Assets 2015: $1,212,1752015Assets 2016: $1,219,690Liabilities 2016: $4,875Net Assets 2016: $1,214,8152016Assets 2017: $1,136,692Liabilities 2017: $0Net Assets 2017: $1,136,6922017Assets 2018: $1,272,337Liabilities 2018: $0Net Assets 2018: $1,272,3372018Assets 2019: $1,142,496Liabilities 2019: $470Net Assets 2019: $1,142,0262019Assets 2020: $949,847Liabilities 2020: $0Net Assets 2020: $949,8472020Assets 2021: $1,318,611Liabilities 2021: $0Net Assets 2021: $1,318,6112021Assets 2022: $1,252,632Liabilities 2022: $0Net Assets 2022: $1,252,6322022Assets 2023: $1,226,604Liabilities 2023: $0Net Assets 2023: $1,226,6042023Assets 2024: $1,206,858Liabilities 2024: $0Net Assets 2024: $1,206,8582024

Highlighted filing

2014

Assets$1,159,536
Liabilities$0
Net Assets$1,159,536
Open 2014 Filing

Operations Trend

Revenue Growth24th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $20,436Expenses 2010: $46,942Net Income 2010: -$26,5062010Revenue 2011: $27,811Expenses 2011: $45,244Net Income 2011: -$17,4332011Revenue 2012: $145,968Expenses 2012: $41,214Net Income 2012: $104,7542012Revenue 2013: $241,887Expenses 2013: $57,773Net Income 2013: $184,1142013Revenue 2014: $219,251Expenses 2014: $92,794Net Income 2014: $126,4572014Revenue 2015: $217,841Expenses 2015: $165,202Net Income 2015: $52,6392015Revenue 2016: $145,832Expenses 2016: $143,192Net Income 2016: $2,6402016Revenue 2017: $165,450Expenses 2017: $243,573Net Income 2017: -$78,1232017Revenue 2018: $255,870Expenses 2018: $120,225Net Income 2018: $135,6452018Revenue 2019: $16,325Expenses 2019: $146,636Net Income 2019: -$130,3112019Revenue 2020: $1,830Expenses 2020: $194,009Net Income 2020: -$192,1792020Revenue 2021: $565,447Expenses 2021: $196,683Net Income 2021: $368,7642021Revenue 2022: $161,434Expenses 2022: $227,413Net Income 2022: -$65,9792022Revenue 2023: $217,825Expenses 2023: $243,853Net Income 2023: -$26,0282023Revenue 2024: $250,183Expenses 2024: $269,929Net Income 2024: -$19,7462024

Highlighted filing

2014

Revenue$219,251
Expenses$92,794
Net Income$126,457
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR AUDREY VIZZARDPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Arvd Foundation
EIN
20-3846779
Phone
8134401644
Address
225 MOUNT HERMON ROAD, ROOM/SUITE 182, SCOTTS VALLEY, CA 95066

Signing Officer

Name
Dr Audrey R Vizzard
Title
CEO
Phone
8134401644
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Charles Madden Pc
Address
850 FORT WAYNE AVE, INDIANAPOLIS, IN 46204
Preparer
Dennis M Charles
Phone
3172660480
Raw XML AppendixShowing 400 of 719 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16FIRST TR ENERGY INFRASTRUCTURE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17FIRST TR MLP&ENERGY INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18DIAGEO CAPITAL PLC NOTES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt155890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt250705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt312088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt450965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt514329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt648322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt725853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt811990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt924846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1032982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1152040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1232135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1323780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1421550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt157782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt021984
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt029192
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06819
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MCDONALD ORIGIN CAPITAL FD II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0-744
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt028803
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt028448
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt057251
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02620
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04396
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt088760
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt088760
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0162000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021971
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021984
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0126457
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0372825
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01822
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06819
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt029192
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt028189
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0798
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-744
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0533
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt088760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt092794
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt028189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0219251
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04396
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0126457
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01159536
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01033079
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01159536
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt053524
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt053524
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt053524
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt053806
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0282
IRS990PF/DistributableAmountGrp/TotalTaxAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0282
IRS990PF/FMVAssetsEOYAmt01223415
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt078602
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt024354
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt024354
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt024666
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt020460
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt020214
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0198890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0316682
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0359883
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0613525
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0657518
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0665257
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01033079
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01159536
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01223415
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01033079
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01159536
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01033079
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01159536
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01033079
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01159536
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0117396
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0140522
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0153707
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01092512
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027853
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0813954
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016388
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0250705
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt053806
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01076124
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01092512
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DR AUDREY VIZZARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0225 MOUNT HERMON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SCOTTS VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095066
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt060815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt061097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt053397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt037665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt042175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt041263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt044827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.063574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01076124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0940585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0768446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0754531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0720021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0705118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt088760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.282563
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt088478
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt088760
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0282
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt088760
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,159,536
Liabilities
$0
Net assets
$1,159,536
Revenue
$219,251
Expenses
$92,794
Net income
$126,457
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.25$0.27$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.22$0.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.16$0.23$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.57$0.20$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.00$0.19$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.02$0.15$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.26$0.12$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.17$0.24$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.21$0.15$0.14$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.22$0.17$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.22$0.09$0.13
2013Summary only. Only limited summary data is available for this year.$1.03$0.00$0.24$0.06$0.18
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.15$0.04$0.10
2011Summary only. Only limited summary data is available for this year.$0.74$0.00$0.03$0.05$0.02
2010Summary only. Only limited summary data is available for this year.$0.76$0.00$0.02$0.05$0.03