Civic Intelligence

The Peter Alfond Foundation C/O Dexter Enterprises Inc

990PF • Fiscal year 2022 • EIN 22-3267949

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 03, 2023

Organization Profile
4801 Hampden Lane Unit 106Bethesda, MD 20814

(301) 761-4433

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

20th percentile

0.03x

Higher debt load relative to revenue than 20% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

2nd percentile

-440%

Higher net margin than 2% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

34th percentile

-5.3%

Faster asset growth than 34% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-73%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$75,397,199

Down $4,217,095 (-5.3%) from 2021

Net Assets

Down

$75,371,217

Down $4,239,802 (-5.3%) from 2021

Liabilities

Up

$25,982

Up $22,707 (+693%) from 2021

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin2nd percentile

Revenue

Down

$963,165

Down $2,664,781 (-73%) from 2021

Expenses

Up

$5,202,967

Up $2,433,490 (+88%) from 2021

Net Income

Down

-$4,239,802

Down $5,098,271 (-594%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$80M$60M$40M$20M$0Assets 2010: $157,727Liabilities 2010: $0Net Assets 2010: $157,7272010Assets 2011: $25,882Liabilities 2011: $12011Assets 2012: $46,727Liabilities 2012: $12012Assets 2013: $47,210Liabilities 2013: $0Net Assets 2013: $47,2102013Assets 2014: $133,323Liabilities 2014: $0Net Assets 2014: $133,3232014Assets 2015: $142,380Liabilities 2015: $0Net Assets 2015: $142,3802015Assets 2016: $191,398Liabilities 2016: $0Net Assets 2016: $191,3982016Assets 2017: $13,857,302Liabilities 2017: $0Net Assets 2017: $13,857,3022017Assets 2019: $11,854,360Liabilities 2019: $0Net Assets 2019: $11,854,3602019Assets 2020: $78,752,550Liabilities 2020: $0Net Assets 2020: $78,752,5502020Assets 2021: $79,614,294Liabilities 2021: $3,275Net Assets 2021: $79,611,0192021Assets 2022: $75,397,199Liabilities 2022: $25,982Net Assets 2022: $75,371,2172022Assets 2023: $72,365,176Liabilities 2023: $0Net Assets 2023: $72,365,1762023Assets 2024: $71,183,636Liabilities 2024: $10,725Net Assets 2024: $71,172,9112024

Highlighted filing

2022

Assets$75,397,199
Liabilities$25,982
Net Assets$75,371,217
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $444,6102010Revenue 2011: $387,394Expenses 2011: $519,239Net Income 2011: -$131,8452011Revenue 2012: $511,439Expenses 2012: $490,594Net Income 2012: $20,8452012Revenue 2013: $511,195Expenses 2013: $510,712Net Income 2013: $4832013Revenue 2014: $1,041,847Expenses 2014: $955,734Net Income 2014: $86,1132014Revenue 2015: $1,147,893Expenses 2015: $1,138,836Net Income 2015: $9,0572015Revenue 2016: $1,266,718Expenses 2016: $1,217,700Net Income 2016: $49,0182016Revenue 2017: $96,366Expenses 2017: $1,226,505Net Income 2017: -$1,130,1392017Revenue 2019: $1,764,170Expenses 2019: $2,161,978Net Income 2019: -$397,8082019Revenue 2020: $129,307,233Expenses 2020: $62,409,043Net Income 2020: $66,898,1902020Revenue 2021: $3,627,946Expenses 2021: $2,769,477Net Income 2021: $858,4692021Revenue 2022: $963,165Expenses 2022: $5,202,967Net Income 2022: -$4,239,8022022Revenue 2023: $2,079,188Expenses 2023: $5,085,229Net Income 2023: -$3,006,0412023Revenue 2024: $2,966,313Expenses 2024: $4,158,578Net Income 2024: -$1,192,2652024

Highlighted filing

2022

Revenue$963,165
Expenses$5,202,967
Net Income-$4,239,802
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBEKAH ALFONDTrusteePT$0--
KYLE ALFONDTrusteePT$0--
SARAH BENSON RESIGNED 1022Trustee-$0--
DEBORAH ALFONDTrustee-$0--
JAIRO ESTRADATrusteePT$0--
BARBARA CROWLEYTrustee-$0--
KEVIN MAHANEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Peter Alfond Foundation
EIN
22-3267949
Phone
3017614433
Address
4801 HAMPDEN LANE UNIT 106, BETHESDA, MD 20814

Signing Officer

Name
Rebekah Alfond
Title
Trustee
Phone
3017614433
Signed
2023-11-03
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Thomas Blaney
Phone
2122862600
Raw XML AppendixShowing 400 of 1,598 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt122022-12-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt132023-09-26
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt142023-03-20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0132500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11014066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2216976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3935000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4760019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5461829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6804191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71633573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81553658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt94751532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt102059889
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111497970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt126464819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt132848145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt149525000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt151624641
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt162613659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt174136855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18730883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19525156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt201986121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt212045231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt222551797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt231579607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt242871577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt251172882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26979388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt271789836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28896835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29505533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt301720791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31605843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt325841911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt331294287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34498452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35919340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36687053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt371306613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MHS CAPITAL PARTNERS III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PEG GLOBAL PRIVATE EQUITY IX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PEG GLOBAL PRIVATE EQUITY X SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PEPPERTREE CAPITAL FUND VIII QP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ALTAS PARTNERS HOLDINGS II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5RMWC DIRECT LENDING OPPORTUNITIES FUND III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6REDCAR FUND I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7INVICTUS OPPORTUNITY FUND II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ANGELO GORDON CS HOLDINGS FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9COHEN & STEERS REAL ESTATE-F (CREFX) 276,420.52 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DODGE & COX INCOME (DODIX) 142,715.84 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11DOUBLELINE TTL RTRN BND-R6 (DDTRX) 140,693.06 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FIDELITY 500 INDEX-INST PRM (FXAIX) 59,615.22 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FIDELITY INTL INDX-INST PRM (FSPSX) 77,891.023 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14GOSVENOR ALTERNATIVE INVESTMENT 8,629.885 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15HEALTH CARE SELECT SECTOR (XLV) 15,650 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16INVESCO QQQ TRUST SERIES 1 (QQQ) 9,981 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ISHARES CORE MSCI EMERGING (IEMG) 76,857 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ISHARES GOLD TRUST (IAU) 20,540 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ISHARES MSCI INDIA ETF (INDA) 17,912 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ISHARES MSCI JAPAN ETF (EWJ) 33,819 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ISHARES RUSSELL 1000 VALUE E (IWD) 15,494 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22JPM MANAGED INCOME FD - USD - L (JMGIX) 254,426.51 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23OAKMARK INTERNATIONAL-R6 (OAZIX) 71,904.273 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24PARNASSUS CORE EQUITY-INST (PRILX) 60,324.027 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25PIMCO COMMODITYPL STRAT-INS (PCLIX) 156,448.001 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26PIMCO TOTAL RETURN FUND-INST (PTTRX) 91,157.38 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27SCHWAB U.S. TIPS ETF (SCHP) 29,614 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28T ROWE PRICE NEW ASIA-I (PNSIX) 44,779.486 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29VANECK OIL SERVICES ETF (OIH) 2,591 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30VANGUARD FTSE EUROPE ETF (VGK) 28,732 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31VANGUARD MID-CAP ETF (VO) 3,873 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32VANGUARD TOT BD MKT IDX-ADM (VBTLX) 601,019 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33VANGUARD S&P 500 VALUE ETF (VOOV) 10,258 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34ISHARES MSCI CANADA ETF (EWC) 15,075 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35VANECK GOLD MINERS ETF (GDX) 22,533 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36ISHARES 7-10 YEAR TREASURY B (IEF) 7,024 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37VANGUARD S&P 500 GROWTH ETF (VOOG) 6,093 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0126932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11339503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2189283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31302556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4901300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5556656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6925603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71928018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt82127311
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt94190535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101739706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111235285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt127936107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt133208331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1410523124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt152126053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt162657741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt173589222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18710478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19747647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt201841106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt212349665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222539176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt231650922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt242837039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt251076362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26771784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt271533709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28712442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29787794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt301592902
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt331436035
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt371285257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01800351
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt01405
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-922858
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09253
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ORDINARY UBI LOSS THROUGH K-1S
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt060655
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-60655
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0947401
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-59236
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0888165
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010218
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012218
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04266710
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04266710
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02201841
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01801756
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4239802
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt032200637
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0805
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09253
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09253
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05193
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05193
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-922844
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02008621
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0166543
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0166543
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt040736
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt047320
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt044616
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0108541
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0298136
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0262889
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0561025
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt027778
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt027778

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,397,199
Liabilities
$25,982
Net assets
$75,371,217
Revenue
$963,165
Expenses
$5,202,967
Net income
-$4,239,802
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$71.2$0.01$71.2$2.97$4.16$1.19
2023Detailed filing. Detailed filing data is available for this year.$72.4$0.00$72.4$2.08$5.09$3.01
2022Detailed filing. Detailed filing data is available for this year.$75.4$0.03$75.4$0.96$5.20$4.24
2021Detailed filing. Detailed filing data is available for this year.$79.6$0.00$79.6$3.63$2.77$0.86
2020Detailed filing. Detailed filing data is available for this year.$78.8$0.00$78.8$129$62.4$66.9
2019Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.76$2.16$0.40
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.10$1.23$1.13
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.27$1.22$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.15$1.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.04$0.96$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.51$0.51$0.00
2012Summary only. Only limited summary data is available for this year.$0.05$0.00$0.51$0.49$0.02
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.39$0.52$0.13
2010Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.44