Civic Intelligence

Pp&L Sustainable Energy Fund DBA Sustainable Energy Fd of Central East Pa

990 • Fiscal year 2015 • EIN 23-3045491

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 05, 2015

Organization ProfileWWW.THESEF.ORG

View Organization Page

1005 Brookside Road No 210Allentown, PA 18106

(610) 264-4440

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

17th percentile

0.06x

Higher debt load relative to revenue than 17% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

29th percentile

$118,225

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

37th percentile

-1.2%

Faster asset growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

187%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$21,084,726

Down $266,006 (-1.2%) from 2014

Net Assets

Down

$20,951,466

Down $209,092 (-1.0%) from 2014

Liabilities

Down

$133,260

Down $56,914 (-30%) from 2014

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin91st percentile

Revenue

Up

$2,394,085

Up $1,560,712 (+187%) from 2014

Expenses

Down

$1,244,959

Down $474,863 (-28%) from 2014

Net Income

Up

$1,149,126

Up $2,035,575 (+230%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$30M$20M$10M$0Assets 2011: $21,355,006Liabilities 2011: $282,378Net Assets 2011: $21,072,6282011Assets 2012: $21,180,988Liabilities 2012: $222,028Net Assets 2012: $20,958,9602012Assets 2013: $21,402,311Liabilities 2013: $163,543Net Assets 2013: $21,238,7682013Assets 2014: $21,350,732Liabilities 2014: $190,174Net Assets 2014: $21,160,5582014Assets 2015: $21,084,726Liabilities 2015: $133,260Net Assets 2015: $20,951,4662015Assets 2016: $21,024,878Liabilities 2016: $118,959Net Assets 2016: $20,905,9192016Assets 2017: $21,934,447Liabilities 2017: $510,100Net Assets 2017: $21,424,3472017Assets 2018: $20,810,907Liabilities 2018: $556,064Net Assets 2018: $20,254,8432018Assets 2019: $22,750,005Liabilities 2019: $2,080,125Net Assets 2019: $20,669,8802019Assets 2020: $24,454,528Liabilities 2020: $4,414,006Net Assets 2020: $20,040,5222020Assets 2021: $24,805,523Liabilities 2021: $4,212,980Net Assets 2021: $20,592,5432021Assets 2022: $23,788,763Liabilities 2022: $4,076,975Net Assets 2022: $19,711,7882022Assets 2023: $20,214,142Liabilities 2023: $341,236Net Assets 2023: $19,872,9062023Assets 2024: $20,349,933Liabilities 2024: $252,850Net Assets 2024: $20,097,0832024

Highlighted filing

2015

Assets$21,084,726
Liabilities$133,260
Net Assets$20,951,466
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,203,870Expenses 2011: $1,735,070Net Income 2011: -$531,2002011Expenses 2012: $1,183,0302012Expenses 2013: $1,075,5372013Revenue 2014: $833,373Expenses 2014: $1,719,822Net Income 2014: -$886,4492014Revenue 2015: $2,394,085Expenses 2015: $1,244,959Net Income 2015: $1,149,1262015Revenue 2016: $1,127,001Expenses 2016: $927,696Net Income 2016: $199,3052016Revenue 2017: $1,521,110Expenses 2017: $1,689,378Net Income 2017: -$168,2682017Revenue 2018: $1,021,982Expenses 2018: $1,558,844Net Income 2018: -$536,8622018Revenue 2019: $1,174,715Expenses 2019: $1,464,011Net Income 2019: -$289,2962019Revenue 2020: $1,873,845Expenses 2020: $1,983,893Net Income 2020: -$110,0482020Revenue 2021: $2,094,971Expenses 2021: $1,678,647Net Income 2021: $416,3242021Revenue 2022: $1,664,300Expenses 2022: $1,811,748Net Income 2022: -$147,4482022Revenue 2023: $1,612,844Expenses 2023: $2,199,795Net Income 2023: -$586,9512023Revenue 2024: $1,820,753Expenses 2024: $2,109,695Net Income 2024: -$288,9422024

Highlighted filing

2015

Revenue$2,394,085
Expenses$1,244,959
Net Income$1,149,126
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$10,083,410
Mission and Program Overview

Mission

To promote, research and invest in clean and renewable energy technologies, energy conservation, energy efficiency & sustainable energy enterprises that provide opportunities & benefits for pp&l ratepayers.

To promote, research and invest in clean & renewable energy technologies, energy conservation, energy efficiency & sustainable energy enterprises that provide opportunities & benefits for pp&l ratepayers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,684,834$13,876,668▼ $808,166
Investments Program Related$6,318,415$6,910,132▲ $591,717
Accounts Receivable$182,611$183,978▲ $1,367
Cash and Non-Interest-Bearing Accounts$112,774$58,375▼ $54,399
Land, Buildings, and Equipment, Net$36,142$25,090▼ $11,052
Prepaid Expenses and Deferred Charges$7,085$19,811▲ $12,726
Inventories for Sale or Use$6,208$7,981▲ $1,773
Savings and Temporary Cash Investments$2,663$2,691▲ $28
Total Assets$21,350,732$21,084,726▼ $266,006
Liabilities
Other Liabilities$128,954$115,554▼ $13,400
Accounts Payable and Accrued Expenses$61,220$17,706▼ $43,514
Total Liabilities$190,174$133,260▼ $56,914
Net Assets / Fund Balance
Unrestricted Net Assets$21,160,558$20,951,466▼ $209,092
Total Net Assets Fund Balance$21,160,558$20,951,466▼ $209,092
Total Liabilities and Net Assets / Fund Balance$21,350,732$21,084,726▼ $266,006

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$6,910,132--
Equipment$25,090$66,211-
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John CostlowPresidentFT$102,155$16,070$118,225
Alan RomanPast ChairmanPT$6,000-$6,000
Jean BlackDirectorPT$2,100-$2,100

Board Members and Trustees

NameTitle
Kenneth MickensChairman
Robert ThomsonVice Chairman
Bernard ZavatoneDirector
Linda EversDirector
William DefalcoDirector
Daniel GriffithsSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$405,405
Investment Income
$1,988,580
Other Revenue
$100
Change in Net Assets
$1,149,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$692,399
Salaries, Compensation, and Employee Benefits$552,560
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$222,335$86,463-$308,798
Current Officers, Directors, Trustees, and Key Employees$89,342$34,469-$123,811
Fees for Services Legal$73,591$3,551-$77,142
All Other Expenses$49,947$17,555-$67,502
Fees for Service Investment Mgmnt Fees-$66,502-$66,502
Other Employee Benefits$43,381$16,871-$60,252
Occupancy$31,453$15,492-$46,945
Payroll Taxes$31,085$12,089-$43,174
Travel$33,705$5,948-$39,653
Other Expenses$23,655$5,352-$29,007
Pension Plan Contributions$11,898$4,627-$16,525
Depreciation Depletion$10,618$5,230-$15,848
Fees for Services Accounting-$13,050-$13,050
Office Expenses$7,298$3,127-$10,425
Total Functional Expenses$921,695$323,264$0$1,244,959
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kenneth MickensBoard Director for the OrganizationFees Were Paid to Mr Mickens for Legal ServicesNo$8,813
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses & Deferred Revenue$89,746
Accrued Salaries & Benefits$25,808
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“President e-mails a copy of the form 990 to the board members for informational purposes and advises if any questions, concerns, or issues need to be resolved.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest statements are signed annually and the human resource committee follows up on any allegations of misconduct.”

Form 990, Part VI, Section B, Line 15

“Every three years an outside consultant reviews the pay ranges for each of the listed positions.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are made available on the fund's website. Conflict of interest policy is available at office upon request.”

Filing and Contact Details

Filer

Filer Name
Pp&l Sustainable Energy Fund Dba
EIN
23-3045491
Phone
6102644440
Address
1005 BROOKSIDE ROAD NO 210, ALLENTOWN, PA 18106

Signing Officer

Name
John Costlow
Title
President
Phone
6102644440
Signed
2015-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Costlow
Formed
1999
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
15
Volunteers
0

Preparer

Firm
Jh Williams & Co Llp
Address
230 WYOMING AVENUE 2ND FLOOR, KINGSTON, PA 18704
Preparer
Richard I Rosenthal
Phone
5702883651
Raw XML AppendixShowing 400 of 515 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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IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0100
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0100
IRS990/OtherRevenueTotalAmt0100
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt086463
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0222335
IRS990/OtherSalariesAndWagesGrp/TotalAmt0308798
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012089
IRS990/PayrollTaxesGrp/ProgramServicesAmt031085
IRS990/PayrollTaxesGrp/TotalAmt043174
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04627
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011898
IRS990/PensionPlanContributionsGrp/TotalAmt016525
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07085
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019811
IRS990/PrincipalOfficerNm0JOHN COSTLOW
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM LOAN INTEREST & FEES
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0405305
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0405305
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1100
IRS990/ProgSrvcAccomActy2Grp/Desc0THE SUSTAINABLE ENERGY CONFERENCE IS AN EDUCATION INITIATIVE THAT PROMOTES THE ADOPTION AND INTEGRATION OF RENEWABLE ENERGY CONCEPTS AND TECHNOLOGIES INTO THE CURRICULUM OF COLLEGES AND UNIVERSITIES THROUGHOUT PENNSYLVANIA, AS WELL AS EDUCATION ON VARIOUS TOPICS TAUGHT BY INDUSTRY, POLICY, AND EDUCATION EXPERTS. THE CONFERENCE TARGET MARKET INCLUDES HIGH SCHOOL, MIDDLE SCHOOL AND COLLEGE STUDENTS, DISLOCATED WORKERS, HIGH SCHOOL AND COLLEGE EDUCATORS, AND PRACTITIONERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0100
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ENERGY SERVICE PROVIDER (ESP) NETWORK GIVES SMALL ENERGY SERVICE PROVIDERS A VENUE FOR LEARNING ABOUT FUNDING SOURCES, SOCIAL MARKETING OPPORTUNITIES, AND OTHER TOPICS WHICH WILL ENABLE THE ESP COMPANY TO GROW WITH THE SEF MISSION OF RENEWABLE ENERGY AND ENERGY EFFICIENCY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014954
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0100
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MISCELLANEOUS PROGRAMS TO SUPPORT ENERGY USERS, EDUCATORS, CONSUMERS, AND REGULATORS IN BREAKING DOWN FINANCIAL AND EDUCATIONAL BARRIERS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0314619
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0373023
IRS990/PYOtherExpensesAmt01067814
IRS990/PYOtherRevenueAmt0100
IRS990/PYProgramServiceRevenueAmt0460250
IRS990/PYRevenuesLessExpensesAmt0-886449
IRS990/PYSalariesCompEmpBnftPaidAmt0652008
IRS990/PYTotalExpensesAmt01719822
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0833373
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01149126
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0405305
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02663
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02691
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PROGRAM RELATED INVESTMENT ADMINISTRATION PROCESSING FEES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029408
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0191557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0220965
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0241543
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0270050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0281183
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0268370
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0288033
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01349179
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0374389
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0445503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0579523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0510358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0380604
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02290377
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0241543
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0270050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0281183
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0268370
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0288033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01349179
IRS990ScheduleA/InvestmentIncomeCYPct00.32140
IRS990ScheduleA/InvestmentIncomePYPct00.32040
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt031116
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt014847
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt032319
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt049627
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0209408
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0337317
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.59820
IRS990ScheduleA/PublicSupportPY509Pct00.60390
IRS990ScheduleA/PublicSupportTotal509Amt02511342
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0374389
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0445503
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0579523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0539766
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0572161
IRS990ScheduleA/Total509Grp/TotalAmt02511342
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0647048
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0730400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0893025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0857763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01069602
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04197838
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt025090
IRS990ScheduleD/EquipmentGrp/DepreciationAmt066211
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt091301
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt06910132
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0PROGRAM RELATED INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025808
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt189746
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED SALARIES & BENEFITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED EXPENSES & DEFERRED REVENUE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt025090
IRS990ScheduleD/TotalBookValueProgramRltdAmt06910132
IRS990ScheduleD/TotalLiabilityAmt0115554
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KENNETH MICKENS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD DIRECTOR FOR THE ORGANIZATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt08813
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FEES WERE PAID TO MR MICKENS FOR LEGAL SERVICES
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESIDENT E-MAILS A COPY OF THE FORM 990 TO THE BOARD MEMBERS FOR INFORMATIONAL PURPOSES AND ADVISES IF ANY QUESTIONS, CONCERNS, OR ISSUES NEED TO BE RESOLVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY AND THE HUMAN RESOURCE COMMITTEE FOLLOWS UP ON ANY ALLEGATIONS OF MISCONDUCT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY THREE YEARS AN OUTSIDE CONSULTANT REVIEWS THE PAY RANGES FOR EACH OF THE LISTED POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE FUND'S WEBSITE. CONFLICT OF INTEREST POLICY IS AVAILABLE AT OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0203903087
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1274346265
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,084,726
Liabilities
$133,260
Net assets
$20,951,466
Revenue
$2,394,085
Expenses
$1,244,959
Net income
$1,149,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$0.25$20.1$1.82$2.11$0.29
2023Summary only. Only limited summary data is available for this year.$20.2$0.34$19.9$1.61$2.20$0.59
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$4.08$19.7$1.66$1.81$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$4.21$20.6$2.09$1.68$0.42
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$4.41$20.0$1.87$1.98$0.11
2019Summary only. Only limited summary data is available for this year.$22.8$2.08$20.7$1.17$1.46$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$0.56$20.3$1.02$1.56$0.54
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$0.51$21.4$1.52$1.69$0.17
2016Detailed filing. Detailed filing data is available for this year.$21.0$0.12$20.9$1.13$0.93$0.20
2015Detailed filing. Detailed filing data is available for this year.$21.1$0.13$21.0$2.39$1.24$1.15
2014Detailed filing. Detailed filing data is available for this year.$21.4$0.19$21.2$0.83$1.72$0.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$0.16$21.2$1.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$0.22$21.0$1.18
2011Summary only. Only limited summary data is available for this year.$21.4$0.28$21.1$1.20$1.74$0.53