Civic Intelligence

Holding Fund Incof the Alumni Assoc

990 • Fiscal year 2019 • EIN 23-7069974

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 02, 2020

Organization ProfileN/A
11245 Anderson Street Suite 200Loma Linda, CA 92354

(909) 558-4633

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

14th percentile

0.00x

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

2019 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2019

Net Margin

66th percentile

31%

Higher net margin than 66% of similar nonprofits.

2019 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

39th percentile

$101,732

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2019 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2019

Asset Growth

89th percentile

13%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-21%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$7,238,649

Up $851,255 (+13%) from 2018

Net Assets

Up

$7,238,649

Up $861,255 (+14%) from 2018

Liabilities

Down

$0

Down $10,000 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin66th percentile

Revenue

Down

$573,893

Down $151,304 (-21%) from 2018

Expenses

Down

$395,873

Down $55,877 (-12%) from 2018

Net Income

Down

$178,020

Down $95,427 (-35%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$10M$5.0M$0Assets 2011: $5,036,978Liabilities 2011: $95,167Net Assets 2011: $4,941,8112011Assets 2015: $5,593,354Liabilities 2015: $102,394Net Assets 2015: $5,490,9602015Assets 2016: $5,915,224Liabilities 2016: $0Net Assets 2016: $5,915,2242016Assets 2017: $6,559,473Liabilities 2017: $2,394Net Assets 2017: $6,557,0792017Assets 2018: $6,387,394Liabilities 2018: $10,000Net Assets 2018: $6,377,3942018Assets 2019: $7,238,649Liabilities 2019: $0Net Assets 2019: $7,238,6492019Assets 2020: $7,509,941Liabilities 2020: $60,000Net Assets 2020: $7,449,9412020Assets 2021: $8,576,390Liabilities 2021: $0Net Assets 2021: $8,576,3902021Assets 2022: $7,492,511Liabilities 2022: $0Net Assets 2022: $7,492,5112022Assets 2023: $8,623,652Liabilities 2023: $0Net Assets 2023: $8,623,6522023Assets 2024: $9,630,922Liabilities 2024: $0Net Assets 2024: $9,630,9222024

Highlighted filing

2019

Assets$7,238,649
Liabilities$0
Net Assets$7,238,649
Open 2019 Filing

Operations Trend

Revenue Growth20th percentile

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

$1.0M$500K$0Expenses 2011: $158,2242011Revenue 2015: $410,286Expenses 2015: $222,664Net Income 2015: $187,6222015Revenue 2016: $584,481Expenses 2016: $263,839Net Income 2016: $320,6422016Revenue 2017: $903,239Expenses 2017: $261,385Net Income 2017: $641,8542017Revenue 2018: $725,197Expenses 2018: $451,750Net Income 2018: $273,4472018Revenue 2019: $573,893Expenses 2019: $395,873Net Income 2019: $178,0202019Revenue 2020: $394,150Expenses 2020: $379,874Net Income 2020: $14,2762020Revenue 2021: $670,947Expenses 2021: $176,237Net Income 2021: $494,7102021Revenue 2022: $543,905Expenses 2022: $204,539Net Income 2022: $339,3662022Revenue 2023: $275,355Expenses 2023: $161,029Net Income 2023: $114,3262023Revenue 2024: $532,012Expenses 2024: $174,521Net Income 2024: $357,4912024

Highlighted filing

2019

Revenue$573,893
Expenses$395,873
Net Income$178,020
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 2, 2020
Return Version
2019v5.1
Gross Receipts
$4,642,787
Mission and Program Overview

Mission

To establish an endowment to provide income to support the administrative and program service expenses of the alumni association of loma linda university school of medicine.

To establish and endowment to provide income to support the administrative and program service expenses of the alumni association of loma linda university school of medicine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,538,760$6,349,367▲ $810,607
Accounts Receivable$754,150$742,130▼ $12,020
Cash and Non-Interest-Bearing Accounts$94,484$147,152▲ $52,668
Total Assets$6,387,394$7,238,649▲ $851,255
Liabilities
Other Liabilities$10,000$0▼ $10,000
Total Liabilities$10,000$0▼ $10,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,377,394$7,238,649▲ $861,255
Total Net Assets Fund Balance$6,377,394$7,238,649▲ $861,255
Total Liabilities and Net Assets / Fund Balance$6,387,394$7,238,649▲ $851,255

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$135,314--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,377,395$303,860▲ $868,290$91,945$7,153,847
2018$6,557,079$631,000▼ $359,004$155,400$6,377,395
2017$5,915,224$662,233▲ $240,986$55,118$6,557,079
2016$5,619,079$157,280▲ $402,704$51,014$5,915,224
2015$5,634,420$147,454▼ $68,249$41,719$5,490,960
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleOtherTotal
Calvin ChuangExecutive Director$101,732$101,732

Board Members and Trustees

NameTitle
Paul Aka MdPresident
James Anholm MdPresident Past
Ben VassantachartDirector
Debra StottlemyerDirector
Del Schutte MdDirector
Jesse DovichDirector
Jon KattenhornDirector
Roland LonserDirector
Samuel PawDirector
Sue KunzDirector
Mark BoltonCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$303,860
Program Service Revenue
$0
Investment Income
$270,033
Other Revenue
$0
Change in Net Assets
$178,020

Audited Revenue Reconciliation

Revenue per Audited Statements
$573,893
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$683,235
Total Revenue per Audited Statements
$1,257,128
Total Revenue per Form 990
$573,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$200,000
Other Expenses$195,873
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$200,000
Fees for Service Investment Mgmnt Fees---$42,661
Fees for Services Accounting---$10,000
Insurance---$1,182
Other Expenses---$85
Total Functional Expenses$0$0$0$395,873

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$395,873
Total Expenses per Audited Statements$395,873
Total Expenses per Form 990$395,873
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alumni Assoc of the School of Medicine of Llu IncLoma Linda, CA501(c)(3)To Supplement Mission Programs and to Support the Alumni Students of the Loma Linda University Medical Center$200,000
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Members of the governing body are elected by the members of the corporation.”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 is provided to and reviewed by management and the board of directors before it is filed.”

Form 990, Part VI, Section C, Line 18

“Documents are made available upon request”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
The Holding Funds Inc
EIN
23-7069974
Phone
9095584633
Address
11245 ANDERSON STREET SUITE 200, LOMA LINDA, CA 92354

Signing Officer

Name
Calvin Chuang
Title
Executive Director
Phone
9095584633
Signed
2020-09-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Calvin Chuang
Formed
1969
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Soren Mcadam Llp
Address
2068 ORANGE TREE LANE SUITE 100, REDLANDS, CA 92374
Preparer
Jason Lewis
Phone
9097982222
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization issued consolidated financial statements with a related entity, and the financial statements were audited by an independent accountant. The organization has an audit committee oversee the process.”

Raw XML AppendixShowing 400 of 460 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/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt096230
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06557079
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0631000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06377395
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0200050
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-359004
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0155400
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06246
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05915224
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0662233
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06557079
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0200000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0240986
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt055118
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt012825
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05619079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0157280
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05915224
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0200000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0402704
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt051014
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08094
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05634420
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0147454
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05490960
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0172852
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-68249
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt041719
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0395873
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0683235
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06214053
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1135314
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LOMA LINDA UNIVERSITY POOL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1OTHER INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.94000
IRS990ScheduleD/RevenueNotReportedAmt0683235
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0573893
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.06000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt06349367
IRS990ScheduleD/TotalExpensesPerForm990Amt0395873
IRS990ScheduleD/TotalRevenuePerForm990Amt0573893
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01257128
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0395873
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0200000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPLEMENT MISSION PROGRAMS AND TO SUPPORT THE ALUMNI STUDENTS OF THE LOMA LINDA UNIVERSITY MEDICAL CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALUMNI ASSOC OF THE SCHOOL OF MEDICINE OF LLU INC
IRS990ScheduleI/RecipientTable/RecipientEIN0951744348
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011245 ANDERSON STSUITE 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOMA LINDA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092354
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0HOLDING FUND, INC PROVIDES GRANTS TO THE ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY, INC. A 501(C)(3) ENTITY. THE USE OF THE GRANTS ARE MONITORED THROUGH THE ASSOCIATION'S COMPLIANCE WITH THE 501(C)(3) EXEMPT STATUS REQUIREMENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE GOVERNING BODY ARE ELECTED BY THE MEMBERS OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO AND REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION ISSUED CONSOLIDATED FINANCIAL STATEMENTS WITH A RELATED ENTITY, AND THE FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS AN AUDIT COMMITTEE OVERSEE THE PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951744348
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT THE ALUMNI AND STUDENTS OF LOMA LINDA UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011245 ANDERSON STREET SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOMA LINDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092354
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0200000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1303860
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06387394
IRS990/TotalAssetsEOYAmt07238649
IRS990/TotalAssetsGrp/BOYAmt06387394
IRS990/TotalAssetsGrp/EOYAmt07238649
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0303860
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0395873
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt010000
IRS990/TotalLiabilitiesGrp/EOYAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,238,649
Liabilities
$0
Net assets
$7,238,649
Revenue
$573,893
Expenses
$395,873
Net income
$178,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.63$0.00$9.63$0.53$0.17$0.36
2023Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.28$0.16$0.11
2022Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.54$0.20$0.34
2021Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.67$0.18$0.49
2020Detailed filing. Detailed filing data is available for this year.$7.51$0.06$7.45$0.39$0.38$0.01
2019Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.57$0.40$0.18
2018Detailed filing. Detailed filing data is available for this year.$6.39$0.01$6.38$0.73$0.45$0.27
2017Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.90$0.26$0.64
2016Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.58$0.26$0.32
2015Detailed filing. Detailed filing data is available for this year.$5.59$0.10$5.49$0.41$0.22$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.10$4.94$0.16