Civic Intelligence

Blue Mountain Foundation

990PF • Fiscal year 2021 • EIN 23-2586321

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization Profile
1242 Monroe AvenueWyomissing, PA 19610

(610) 898-4403

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.04x

Higher debt load relative to assets than 63% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.25x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

82nd percentile

46%

Higher net margin than 82% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

28th percentile

-0.5%

Faster asset growth than 28% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

51%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$852,939

Down $4,173 (-0.5%) from 2020

Net Assets

Down

$818,939

Down $38,173 (-4.5%) from 2020

Liabilities

Up

$34,000

Up $34,000 from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin82nd percentile

Revenue

Up

$135,148

Up $45,655 (+51%) from 2020

Expenses

Up

$73,346

Up $14,776 (+25%) from 2020

Net Income

Up

$61,802

Up $30,879 (+100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.0M$500K$0Assets 2010: $622,727Liabilities 2010: $0Net Assets 2010: $622,7272010Assets 2011: $620,244Liabilities 2011: $12011Assets 2012: $611,399Liabilities 2012: $0Net Assets 2012: $611,3992012Assets 2013: $606,474Liabilities 2013: $0Net Assets 2013: $606,4742013Assets 2014: $679,088Liabilities 2014: $0Net Assets 2014: $679,0882014Assets 2015: $619,709Liabilities 2015: $02015Assets 2017: $732,228Liabilities 2017: $0Net Assets 2017: $732,2282017Assets 2018: $747,255Liabilities 2018: $0Net Assets 2018: $747,2552018Assets 2019: $829,148Liabilities 2019: $0Net Assets 2019: $829,1482019Assets 2020: $857,112Liabilities 2020: $0Net Assets 2020: $857,1122020Assets 2021: $852,939Liabilities 2021: $34,000Net Assets 2021: $818,9392021Assets 2022: $970,279Liabilities 2022: $24,000Net Assets 2022: $946,2792022Assets 2023: $994,257Liabilities 2023: $8,000Net Assets 2023: $986,2572023Assets 2024: $992,185Liabilities 2024: $79,500Net Assets 2024: $912,6852024

Highlighted filing

2021

Assets$852,939
Liabilities$34,000
Net Assets$818,939
Open 2021 Filing

Operations Trend

Revenue Growth72nd percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $94,0152010Revenue 2011: $40,956Expenses 2011: $44,439Net Income 2011: -$3,4832011Expenses 2012: $59,1692012Revenue 2013: $69,364Expenses 2013: $74,289Net Income 2013: -$4,9252013Revenue 2014: $96,500Expenses 2014: $23,886Net Income 2014: $72,6142014Revenue 2015: $82,862Expenses 2015: $142,241Net Income 2015: -$59,3792015Revenue 2017: $77,795Expenses 2017: $7,675Net Income 2017: $70,1202017Revenue 2018: $69,028Expenses 2018: $35,122Net Income 2018: $33,9062018Revenue 2019: $99,294Expenses 2019: $42,530Net Income 2019: $56,7642019Revenue 2020: $89,493Expenses 2020: $58,570Net Income 2020: $30,9232020Revenue 2021: $135,148Expenses 2021: $73,346Net Income 2021: $61,8022021Revenue 2022: $215,307Expenses 2022: $100,481Net Income 2022: $114,8262022Revenue 2023: $217,898Expenses 2023: $92,050Net Income 2023: $125,8482023Revenue 2024: $186,421Expenses 2024: $110,887Net Income 2024: $75,5342024

Highlighted filing

2021

Revenue$135,148
Expenses$73,346
Net Income$61,802
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE O MOLLPresident-$0--
THOMAS MOLLVice Preside-$0--
JAYNE R SCHAEFFERTreasurer-$0--
THOMAS MOLLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Blue Mountain Foundation
EIN
23-2586321
Phone
6108984403
Address
1242 MONROE AVENUE, WYOMISSING, PA 19610

Signing Officer

Name
Thomas Moll
Title
Vice President
Phone
6108984403
Signed
2022-11-07

Preparer

Firm
J Schaeffer & Company LLC
Address
14 COMMERCE DRIVE P O BOX 5766, WYOMISSING, PA 19610
Preparer
Jayne R Schaeffer CPA
Phone
6108984403
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50STANLEY BLACK & DECKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TORO COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58UGI CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VANGUARD 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VANGUARD FTSE DEVELOPED MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VARIAN MEDICAL SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WATSCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71XILINX INC
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt062114
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt068187
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt016631
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09726
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06526
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt032883
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt032883
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09726
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt069000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt069000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0102265
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016631
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016631
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt061802
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt051962
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06526
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06526
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09726
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt028537
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04344
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04344
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt069000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04346
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt073346
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt032883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0135148
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04346
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt214837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt66022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-76
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-76
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt412425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt741
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/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MERCK & CO INC, 5000 UNITS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MERCK & CO INC, 5000 UNITS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2US TREASURY NOTE 2% DUE 2/28/21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BANK OF NY MELLON, 5000 UNITS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VARIAN MED SYS INC, 70 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VARIAN MED SYS INC, 20 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6US TREASURY TIPS 0.625% DUE 7/15/21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7COMMERCE BANCSHARES, 0.6001 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09726
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-61
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt061802
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt099975
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0918914
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0857112
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0818939
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt062689
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt062689
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt062689
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt063086
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0397
IRS990PF/DistributableAmountGrp/TotalTaxAmt0397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0804
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0804
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01201
IRS990PF/FMVAssetsEOYAmt01442424
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt034000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0163924
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt083925
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt083925
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0154227
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0138753
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0145274
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0418619
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0490859
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01067750
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0857112
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0818939
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt037289
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt077288
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt077288
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0857112
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0852939
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01442424
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt034000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0857112
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0852939
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0857112
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0818939
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt083053
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt062114
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt068187

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$852,939
Liabilities
$34,000
Net assets
$818,939
Revenue
$135,148
Expenses
$73,346
Net income
$61,802
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.92$0.80$9.13$1.86$1.11$0.76
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.94$0.08$9.86$2.18$0.92$1.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.70$0.24$9.46$2.15$1.00$1.15
2021Detailed filing. Detailed filing data is available for this year.$8.53$0.34$8.19$1.35$0.73$0.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.57$0.00$8.57$0.89$0.59$0.31
2019Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.99$0.43$0.57
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.47$0.00$7.47$0.69$0.35$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.32$0.00$7.32$0.78$0.08$0.70
2015Summary only. Only limited summary data is available for this year.$6.20$0.00$0.83$1.42$0.59
2014Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.97$0.24$0.73
2013Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.69$0.74$0.05
2012Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.59
2011Summary only. Only limited summary data is available for this year.$6.20$0.00$0.41$0.44$0.03
2010Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.94