Civic Intelligence

Everly Scholarship Fund Inc.

990PF • Fiscal year 2019 • EIN 22-3161410

Apr 01, 2018 to Mar 31, 2019 • Filed on Aug 05, 2020

Organization Profile
308 Harper DriveMoorestown, NJ 08057

(856) 662-0700

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

409%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,627,557

Up $185,688 (+7.6%) from 2018

Net Assets

Up

$2,627,557

Up $185,688 (+7.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Up

$429,572

Up $345,218 (+409%) from 2018

Expenses

Down

$137,035

Down $12,173 (-8.2%) from 2018

Net Income

Up

$292,537

Up $357,391 (+551%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,196,510Liabilities 2012: $0Net Assets 2012: $2,196,5102012Assets 2013: $2,320,434Liabilities 2013: $0Net Assets 2013: $2,320,4342013Assets 2014: $2,398,491Liabilities 2014: $0Net Assets 2014: $2,398,4912014Assets 2015: $2,429,936Liabilities 2015: $0Net Assets 2015: $2,429,9362015Assets 2016: $2,392,488Liabilities 2016: $0Net Assets 2016: $2,392,4882016Assets 2017: $2,442,915Liabilities 2017: $0Net Assets 2017: $2,442,9152017Assets 2018: $2,441,869Liabilities 2018: $0Net Assets 2018: $2,441,8692018Assets 2019: $2,627,557Liabilities 2019: $0Net Assets 2019: $2,627,5572019Assets 2020: $2,825,617Liabilities 2020: $0Net Assets 2020: $2,825,6172020Assets 2021: $2,760,942Liabilities 2021: $0Net Assets 2021: $2,760,9422021Assets 2022: $2,814,548Liabilities 2022: $0Net Assets 2022: $2,814,5482022Assets 2023: $2,739,775Liabilities 2023: $0Net Assets 2023: $2,739,7752023Assets 2024: $2,715,273Liabilities 2024: $12024Assets 2025: $2,698,091Liabilities 2025: $0Net Assets 2025: $2,698,0912025

Highlighted filing

2019

Assets$2,627,557
Liabilities$0
Net Assets$2,627,557
Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $185,7482012Expenses 2013: $51,4212013Revenue 2014: $86,178Expenses 2014: $143,766Net Income 2014: -$57,5882014Revenue 2015: $108,142Expenses 2015: $138,142Net Income 2015: -$30,0002015Revenue 2016: $111,457Expenses 2016: $146,869Net Income 2016: -$35,4122016Revenue 2017: $65,132Expenses 2017: $140,065Net Income 2017: -$74,9332017Revenue 2018: $84,354Expenses 2018: $149,208Net Income 2018: -$64,8542018Revenue 2019: $429,572Expenses 2019: $137,035Net Income 2019: $292,5372019Revenue 2020: $234,894Expenses 2020: $117,475Net Income 2020: $117,4192020Revenue 2021: $104,586Expenses 2021: $169,216Net Income 2021: -$64,6302021Revenue 2022: $204,650Expenses 2022: $150,967Net Income 2022: $53,6832022Revenue 2023: $69,456Expenses 2023: $145,509Net Income 2023: -$76,0532023Revenue 2024: $119,879Expenses 2024: $144,381Net Income 2024: -$24,5022024Revenue 2025: $133,031Expenses 2025: $149,358Net Income 2025: -$16,3272025

Highlighted filing

2019

Revenue$429,572
Expenses$137,035
Net Income$292,537
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Aug 5, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R LOLIO JRPresident-$0--
TRACY L KOZLOWSKIV.P-$0--
PATRICIA LOLIOSec-$0--
Filing and Contact Details

Filer

Filer Name
Everly Scholarship Fund Inc
EIN
22-3161410
Phone
8566620700
Address
308 HARPER DRIVE, MOORESTOWN, NJ 08057

Signing Officer

Name
John R Lolio Jr
Title
President
Phone
8566620700
Signed
2020-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Foulk Huber Pa
Address
82 S WHITE HORSE PIKE STE 100, BERLIN, NJ 08009-2324
Preparer
Sharon E Huber CPA
Phone
8567688801
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02330841
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0780
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0780
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0368089
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0393787
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt035032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0753
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0753
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0101250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt035785
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0137035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0429572
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0429572
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035785
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt035785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt171090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21288193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3478346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6106155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-4793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3162348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6115261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-4793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3162348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6115261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt017078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt166297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21289496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3640694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt48261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6221416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELL FARGO ADV - LT SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TD WEALTH - ST SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TD WEALTH - LT COVERED SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TD WEALTH - LT NONCOVERED SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4TD WEALTH 2019 ST SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TD WEALTH 2019 LT COVERED SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TD WEALTH 2019 LT NONCOVERED SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0368089
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-5711
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0292537
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0106849
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02734406
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02441869
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02627557
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0131255
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0131255
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0131255
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0139131
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07876
IRS990PF/DistributableAmountGrp/TotalTaxAmt07876
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07876
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07876
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07876
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt07876
IRS990PF/FMVAssetsEOYAmt02898754
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0231
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0231
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0575367
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01446539
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02570656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02841853
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0217
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0313779
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02441869
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02627557
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0105967
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt056670
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt056670
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02441869
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02627557
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02898754
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02441869
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02627557
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02441869
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02627557
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02825002
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt043988
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02781014
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt042375
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0139131
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02782627
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02825002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN R LOLIO JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TRACY L KOZLOWSKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PATRICIA LOLIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V.P
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04300 HADDONFIELD RD STE 311
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14300 HADDONFIELD RD STE 311
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24300 HADDONFIELD RD STE 311
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PENNSAUKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PENNSAUKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PENNSAUKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd008109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd108109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd208109
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt098282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0102220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0102500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0105000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0105000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0100000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt092500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.035320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.036415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.039941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.039677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.035549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.025017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02782627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02814751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02628850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02646337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02812989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03697505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0101250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.176599
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0101250
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0101250
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0101250
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,627,557
Liabilities
$0
Net assets
$2,627,557
Revenue
$429,572
Expenses
$137,035
Net income
$292,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.13$0.15$0.02
2024Summary only. Only limited summary data is available for this year.$2.72$0.00$0.12$0.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.07$0.15$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.20$0.15$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.10$0.17$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.23$0.12$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.43$0.14$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.08$0.15$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.07$0.14$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.11$0.15$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.11$0.14$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.09$0.14$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.19