Civic Intelligence

The Kate Risley Foundation Inc

990PF • Fiscal year 2017 • EIN 21-1826720

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

65th percentile

7.4%

Faster asset growth than 65% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

204%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,593,323

Up $109,703 (+7.4%) from 2016

Net Assets

Up

$1,593,323

Up $109,703 (+7.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$197,971

Up $132,938 (+204%) from 2016

Expenses

Up

$88,268

Up $2,042 (+2.4%) from 2016

Net Income

Up

$109,703

Up $130,896 (+618%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,311,698Liabilities 2011: $02011Assets 2012: $1,343,017Liabilities 2012: $0Net Assets 2012: $1,343,0172012Assets 2013: $1,380,819Liabilities 2013: $0Net Assets 2013: $1,380,8192013Assets 2014: $1,435,071Liabilities 2014: $0Net Assets 2014: $1,435,0712014Assets 2015: $1,504,813Liabilities 2015: $0Net Assets 2015: $1,504,8132015Assets 2016: $1,483,620Liabilities 2016: $0Net Assets 2016: $1,483,6202016Assets 2017: $1,593,323Liabilities 2017: $0Net Assets 2017: $1,593,3232017Assets 2018: $1,648,995Liabilities 2018: $0Net Assets 2018: $1,648,9952018Assets 2019: $1,622,409Liabilities 2019: $0Net Assets 2019: $1,622,4092019Assets 2020: $1,761,300Liabilities 2020: $0Net Assets 2020: $1,761,3002020Assets 2021: $1,879,927Liabilities 2021: $0Net Assets 2021: $1,879,9272021Assets 2022: $1,898,355Liabilities 2022: $0Net Assets 2022: $1,898,3552022Assets 2023: $1,867,508Liabilities 2023: $0Net Assets 2023: $1,867,5082023Assets 2024: $1,909,692Liabilities 2024: $0Net Assets 2024: $1,909,6922024

Highlighted filing

2017

Assets$1,593,323
Liabilities$0
Net Assets$1,593,323

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $93,281Expenses 2011: $78,403Net Income 2011: $14,8782011Expenses 2012: $66,5512012Revenue 2013: $101,028Expenses 2013: $63,226Net Income 2013: $37,8022013Revenue 2014: $117,749Expenses 2014: $63,497Net Income 2014: $54,2522014Revenue 2015: $155,846Expenses 2015: $86,104Net Income 2015: $69,7422015Revenue 2016: $65,033Expenses 2016: $86,226Net Income 2016: -$21,1932016Revenue 2017: $197,971Expenses 2017: $88,268Net Income 2017: $109,7032017Revenue 2018: $152,000Expenses 2018: $96,328Net Income 2018: $55,6722018Revenue 2019: $71,580Expenses 2019: $98,166Net Income 2019: -$26,5862019Revenue 2020: $243,034Expenses 2020: $104,143Net Income 2020: $138,8912020Revenue 2021: $235,057Expenses 2021: $116,430Net Income 2021: $118,6272021Revenue 2022: $149,953Expenses 2022: $131,525Net Income 2022: $18,4282022Revenue 2023: $93,980Expenses 2023: $124,827Net Income 2023: -$30,8472023Revenue 2024: $166,811Expenses 2024: $124,627Net Income 2024: $42,1842024

Highlighted filing

2017

Revenue$197,971
Expenses$88,268
Net Income$109,703
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica Buell BrugelDirector-$0--
Elizabeth C ConradDirector-$0--
Amy DaigleDirector-$0--
Jesse Fowler AlvaradoDirector-$0--
Dwight HallDirector-$0--
Kelley HubbellDirector-$0--
Megan M PostalDirector-$0--
John Taylor RisleyPres / Director / Treas-$0--
Matthew Taylor RisleyVP / Director / Asst. Treas-$0--
Alexandra C Risley SchroederVP / Director / Sec-$0--
Jamie Risley-HallDirector-$0--
Cathy W SherrillDirector-$0--
Ashley StrigleDirector-$0--
Mary Snyder Wolfe RisleyDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Kate Risley Foundation Inc
EIN
21-1826720
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
John T Risley
Title
president
Phone
8008391754
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0Elizabeth C Conrad
CompensationExplanation/CompensationExplanationGrp/PersonNm1Amy Daigle
CompensationExplanation/CompensationExplanationGrp/PersonNm2Cathy W Sherrill
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0*Removed from Foundation in 2017
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1*Removed from Foundation in 2017
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2*Removed from Foundation in 2017
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BERKSHIRE HATHAWAY FIN CORP -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BLACKROCK INC NOTE - 4.250% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2COMCAST CORP - 3.150% - 03/01/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3DU PONT E I DE NEMOURS & CO -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4GENERAL ELEC CAP CORP - 4.650%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5ORACLE CORP NOTES - 5.750% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6PFIZER INC NT - 3.400% - 05/15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt027942
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt127545
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225194
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt328189
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt427236
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt526997
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt626171
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt025312
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt126459
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt225186
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt326311
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt426915
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt525287
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt625960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt514605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt610774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt812551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt97565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1180122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12153943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1482437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt157174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt163064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt176541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt185069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt196060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2011796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2113168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt225925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2310528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt245612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt259205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt264019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt277170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt287857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt299859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt308340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt335570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34115599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt356453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3612558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3710207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3812620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt398569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt407506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4136449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42129878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4362419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4411508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt456122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4610354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt476197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt485201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt499754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt508532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt518317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt527690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt539392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5412526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt554593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt566578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt576977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt586622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt596645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt604887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt619011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt624147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63110000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6411378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6580000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6610577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt527206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt631576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt76654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt815408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1017092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1189006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12181397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1310664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1467645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1513356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1610027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt179261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt185508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt198936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2017465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2117561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt226715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2316901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt247685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2515037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt267069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt277122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt289496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt297905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt309554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt318844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3211277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt338393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34112668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3515352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3614569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3710513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3817186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3919035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt407120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4137106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42141541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4371389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4412193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt458103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4625491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt479059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt485317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4914137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5011752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt518470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5210982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5312648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5412996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5510839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt569494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt578564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5810728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt599440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6018078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6112484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt626882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63112578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6419041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6580528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6615532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE SYSTEMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AETNA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALLIANCE DATA SYSTEM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ANADARKO PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AT INCOME OPPORTUNITIES FUND I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AT MID CAP EQUITY FUND INSTITU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BARCLAYS ETN PLUS SELECT MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CIGNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22COLGATE-PALMOLIVE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29EXPEDIA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30EXPRESS SCRIPTS HOLDING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31FIDELITY NATIONAL INFORMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FORTIVE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HARBOR FDS INTL FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37INTERCONTINENTAL EXCHANGE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MAINSTAY EPOCH GLOBAL EQUITY Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MANAGERS AMG FDS TSQ MC GRW IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MATTHEWS PACIFIC TIGER FUND I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48OMNICOM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PRUDENTIAL FINCL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55STRYKER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VANGUARD DEVELOPED MARKETS IDX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VULCAN VALUE PARTNERS SMALL CA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66WELLS FARGO & CO
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt049698
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt049734
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt031301
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0132698
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0492
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Federal Tax Refund
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt027
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1551
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0165069
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0165069
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0148452
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt068500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt068500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt032901
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031301
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031301
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0109703
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0495733
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0493
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0493
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0132698
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0174474
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011888
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011891
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0578
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0796
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05796
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06592
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt081569
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05799
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt088268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0180273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0197971
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt013069
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05799
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019768
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0385
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0347281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0148452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0148452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0495733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0148452
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0109703
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01593323
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01483620
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01593323
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt086089
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt086089
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt086089
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt087834
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01745
IRS990PF/DistributableAmountGrp/TotalTaxAmt01745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02177
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03577
IRS990PF/FMVAssetsEOYAmt01868911
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0217142
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0189274
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0181430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01191106
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01304802
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01588198
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01483620
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01593323
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt049030
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt049549
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt049549
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01483620
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01593323
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01868911
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01483620
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01593323
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01483620
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01593323
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt026342
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt049698
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt049734
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01783422
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt065051
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01718371
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026751
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt087834
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01756671
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01783422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt111.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt121.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt131.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jessica Buell Brugel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Elizabeth C Conrad
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Amy Daigle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jesse Fowler Alvarado
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Dwight Hall
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Kelley Hubbell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Megan M Postal

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.17$0.12$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.09$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.15$0.13$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.24$0.12$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.24$0.10$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07$0.10$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.15$0.10$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.20$0.09$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.07$0.09$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.16$0.09$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.12$0.06$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.06$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$0.09$0.08$0.01