Civic Intelligence

University Foundation UW Marshfield/Wood County

990 • Fiscal year 2020 • EIN 23-7086867

Jul 01, 2019 to Jun 30, 2020 • Filed on May 05, 2021

Organization ProfileUWSP.EDU/MARSHFIELD/COMMUNITY/FOUNDATION/PAGES
2000 W 5th Street Box 150Marshfield, WI 54449

(715) 389-6521

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.29x

Higher debt load relative to revenue than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

12th percentile

-29%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$47,481

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 27.1% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

23rd percentile

-2.4%

Faster asset growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2020

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,954,855

Down $98,301 (-4.8%) from 2018

Net Assets

Down

$1,904,835

Down $86,255 (-4.3%) from 2018

Liabilities

Down

$50,020

Down $12,046 (-19%) from 2018

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin12th percentile

Revenue

Down

$175,074

Down $89,248 (-34%) from 2018

Expenses

Down

$226,248

Down $1,461,423 (-87%) from 2018

Net Income

Up

-$51,174

Up $1,372,175 (+96%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,419,480Liabilities 2010: $42,376Net Assets 2010: $1,377,1042010Assets 2011: $1,326,433Liabilities 2011: $27,358Net Assets 2011: $1,299,0752011Assets 2012: $1,372,108Liabilities 2012: $29,178Net Assets 2012: $1,342,9302012Assets 2013: $1,848,104Liabilities 2013: $103,846Net Assets 2013: $1,744,2582013Assets 2015: $2,051,471Liabilities 2015: $74,756Net Assets 2015: $1,976,7152015Assets 2016: $4,821,043Liabilities 2016: $70,975Net Assets 2016: $4,750,0682016Assets 2017: $3,432,426Liabilities 2017: $66,231Net Assets 2017: $3,366,1952017Assets 2018: $2,053,156Liabilities 2018: $62,066Net Assets 2018: $1,991,0902018Assets 2020: $1,954,855Liabilities 2020: $50,020Net Assets 2020: $1,904,8352020Assets 2021: $2,330,566Liabilities 2021: $44,687Net Assets 2021: $2,285,8792021Assets 2022: $1,853,140Liabilities 2022: $39,043Net Assets 2022: $1,814,0972022Assets 2023: $4,942,988Liabilities 2023: $33,672Net Assets 2023: $4,909,3162023Assets 2024: $294,481Liabilities 2024: $28,339Net Assets 2024: $266,1422024Assets 2025: $294,117Liabilities 2025: $28,338Net Assets 2025: $265,7792025

Highlighted filing

2020

Assets$1,954,855
Liabilities$50,020
Net Assets$1,904,835
Open 2020 Filing

Operations Trend

Revenue Growth24th percentile

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

$5.0M$0-$5.0MExpenses 2010: $170,8852010Expenses 2011: $151,5472011Expenses 2012: $193,4742012Revenue 2013: $405,105Expenses 2013: $215,680Net Income 2013: $189,4252013Revenue 2015: $462,563Expenses 2015: $314,986Net Income 2015: $147,5772015Revenue 2016: $3,107,950Expenses 2016: $210,281Net Income 2016: $2,897,6692016Revenue 2017: $961,370Expenses 2017: $2,505,830Net Income 2017: -$1,544,4602017Revenue 2018: $264,322Expenses 2018: $1,687,671Net Income 2018: -$1,423,3492018Revenue 2020: $175,074Expenses 2020: $226,248Net Income 2020: -$51,1742020Revenue 2021: $214,657Expenses 2021: $205,967Net Income 2021: $8,6902021Revenue 2022: $271,876Expenses 2022: $230,630Net Income 2022: $41,2462022Revenue 2023: $3,358,292Expenses 2023: $382,494Net Income 2023: $2,975,7982023Revenue 2024: -$111,893Expenses 2024: $4,531,281Net Income 2024: -$4,643,1742024Revenue 2025: $12,833Expenses 2025: $8,189Net Income 2025: $4,6442025

Highlighted filing

2020

Revenue$175,074
Expenses$226,248
Net Income-$51,174
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 5, 2021
Return Version
2019v5.2
Gross Receipts
$235,972
Mission and Program Overview

Mission

Provides financial support for student, faculty and staff, and various campus programs and activities.

The university center foundation, inc. Is an organization of faculty administrators and community leaders, dedicated to providing opportunities for personal development, education and recreation. Its goal is not only the enrichment of campus life as a whole, but also to support the advancement of students in a financial way.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,753,556$1,741,184▼ $12,372
Land, Buildings, and Equipment, Net$159,300$159,300→ $0
Savings and Temporary Cash Investments$34,152$49,893▲ $15,741
Pledges and Grants Receivable$10,000$0▼ $10,000
Cash and Non-Interest-Bearing Accounts$13,931$4,478▼ $9,453
Total Assets$1,970,939$1,954,855▼ $16,084
Liabilities
Deferred Revenue$49,871$44,537▼ $5,334
Other Liabilities$6,925$5,483▼ $1,442
Accounts Payable and Accrued Expenses$4,752$0▼ $4,752
Total Liabilities$61,548$50,020▼ $11,528
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,713,723$1,730,824▲ $17,101
Net Assets Without Donor Restrictions$195,668$174,011▼ $21,657
Total Net Assets Fund Balance$1,909,391$1,904,835▼ $4,556
Total Liabilities and Net Assets / Fund Balance$1,970,939$1,954,855▼ $16,084

Asset Categories

AssetBook ValueDepreciationBasis
Land$159,300-$159,300
Other Securities$30,559--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$112,832$500▲ $8,519-$118,636
2018$110,518-▲ $6,155-$112,832
2017$103,572$500▲ $10,338-$110,518
2016$94,771$500▲ $12,003-$103,572
2015$97,917$500▼ $998-$94,771
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roxanne WetterauExecutive DirectorFT$47,481$47,481

Board Members and Trustees

NameTitle
Debi McculloughPast President
Rita MeierPresident
Matthew JansenPresident Elect
Andy KeoghDirector
Daniel HughesDirector
Danielle KrausDirector
Jake HahnDirector
Pam WaroshDirector
Tom BitnerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$71,081
Program Service Revenue
$0
Investment Income
$93,068
Other Revenue
$10,925
All Other Contributions
$56,606
Change in Net Assets
$-51,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$136,778
Salaries, Compensation, and Employee Benefits$51,018
Other Expenses$38,452
Total Fundraising Expense$34,040
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$73,285--$73,285
Grants to Domestic Orgs$63,493--$63,493
Current Officers, Directors, Trustees, and Key Employees-$18,992$28,489$47,481
Fees for Services Accounting-$14,245-$14,245
Fees for Service Investment Mgmnt Fees-$12,096-$12,096
Payroll Taxes-$1,415$2,122$3,537
Office Expenses-$1,515$1,699$3,214
Insurance-$2,489-$2,489
Information Technology-$1,277-$1,277
Conferences and Meetings--$1,126$1,126
Travel-$366-$366
Occupancy-$300-$300
Other Expenses-$63$604$63
Total Functional Expenses$136,778$55,430$34,040$226,248
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Wisconsinstevens Point at MarshfieldMarshfield, WIGovernmentProvides Financial Support for Student, Faculty and Staff, and Various Campus Programs and Activities.$63,493
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,500
Fundraising Direct Expenses$1,908
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste & Talent$21,975$7,500$1,273$6,227
Total Events$21,975$7,500$1,908$5,592
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Uw Alumni Association$5,483
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The treasurer of the board of directors reviews the 990 prior to filing.”

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

“When the organization seeks business with a member or any business with which the member is affiliated as an owner or employee, the existence and nature of any conflict should be fully disclosed to the board of directors or executive committee before any vote or action on the matter.”

Form 990, Part VI, Section C, Line 19

“The organization will make public documents available upon request.”

Filing and Contact Details

Filer

Filer Name
University Foundation
EIN
23-7086867
Phone
7153896521
Address
2000 W 5TH STREET BOX 150, MARSHFIELD, WI 54449

Signing Officer

Name
Rita Meier
Title
President
Phone
7153896521
Signed
2021-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rita Meier
Formed
1964
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
70

Preparer

Firm
Cliftonlarsonallen Llp
Address
1660 OSHKOSH AVE SUITE 200, OSHKOSH, WI 54902
Preparer
Christa Willis
Phone
9202315890
Supplemental Narrative

Additional Explanations

Form 990 Page 12 Part XI Line 2C

“The board of directors assumes responsiblity for oversight of the review.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has implemented accounting for uncertainty in income taxes in accordance with u.s. Gaap. This standard describes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return and also provides guidance on various related matters such as derecognizing, interest, penalties and disclosure required. Management of the foundation evaluates the uncertain tax positions taken regarding unrelated business income taxes, if any, and consults with outside counsel as deemed necessary. Foundation recognizes interest and penalties, if any, related to unrecognized tax liabilities in income tax expense.”

Raw XML AppendixShowing 400 of 565 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/ActivityOrMissionDesc0THE UNIVERSITY CENTER FOUNDATION, INC. IS AN ORGANIZATION OF FACULTY ADMINISTRATORS AND COMMUNITY LEADERS, DEDICATED TO PROVIDING OPPORTUNITIES FOR PERSONAL DEVELOPMENT, EDUCATION AND RECREATION. ITS GOAL IS NOT ONLY THE ENRICHMENT OF CAMPUS LIFE AS A WHOLE, BUT ALSO TO SUPPORT THE ADVANCEMENT OF STUDENTS IN A FINANCIAL WAY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0AWARDS AND GIFTS
IRS990/OtherExpensesGrp/Desc1CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt0604
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02672
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt163
IRS990/OtherExpensesGrp/TotalAmt02672
IRS990/OtherExpensesGrp/TotalAmt1604
IRS990/OtherExpensesGrp/TotalAmt263
IRS990/OtherLiabilitiesGrp/BOYAmt06925
IRS990/OtherLiabilitiesGrp/EOYAmt05483
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02122
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01415
IRS990/PayrollTaxesGrp/TotalAmt03537
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RITA MEIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS OR ASSISTANCE ARE PROVIDED FOR FINANCIAL SUPPORT FOR STUDENT, FACULTY AND STAFF, AND VARIOUS CAMPUS PROGRAMS AND ACTIVITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt063493
IRS990/ProgSrvcAccomActy2Grp/GrantAmt063493
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt088799
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0177749
IRS990/PYInvestmentIncomeAmt0149312
IRS990/PYOtherExpensesAmt047704
IRS990/PYOtherRevenueAmt05184
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-33142
IRS990/PYSalariesCompEmpBnftPaidAmt050984
IRS990/PYTotalExpensesAmt0276437
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0243295
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-51174
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05333
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt034152
IRS990/SavingsAndTempCashInvstGrp/EOYAmt049893
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt071081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt088799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0111438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0897287
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03015148
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04183753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt039989
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt040079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt039240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt063661
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt079501
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0262470
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt026250
IRS990ScheduleA/PublicSupportCY170Pct00.35560
IRS990ScheduleA/PublicSupportPY170Pct00.39470
IRS990ScheduleA/PublicSupportTotal170Amt01581125
IRS990ScheduleA/SubstantialContributorsTotAmt02602628
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt071081
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088799
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0111438
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0897287
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03015148
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04183753
IRS990ScheduleA/TotalSupportAmt04446223
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01215
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0112832
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0118636
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08519
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01081
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0110518
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0112832
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt02760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06155
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01134
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0103572
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0110518
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02758
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010338
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01033
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt094771
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0103572
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02669
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012003
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02648
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt097917
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt094771
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-998
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0159300
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0159300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05483
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO UW ALUMNI ASSOCIATION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0323725
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1197875
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2151930
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt349910
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt464751
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5152591
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt658823
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt758698
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8190973
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt9168054
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1025292
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11137815
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1244302
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1320116
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1465770
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1530559
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD FIXED INC SHORT TERM CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VGD TOTAL BOND MKT IDX FUND (SIG)
IRS990ScheduleD/OtherSecuritiesGrp/Desc2DODGE & COX STOCK FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3AM FDS EUROPACIFIC GROWTH FD (F2)
IRS990ScheduleD/OtherSecuritiesGrp/Desc4G/S GROWTH OPPORTUNITIES INSTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc5HARBOR CAPITAL APPRECIATION FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc6AM FDS NEW WORLD FUND (F2)
IRS990ScheduleD/OtherSecuritiesGrp/Desc7TEMPLETON INSTL FOREIGN EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc8VGD MORGAN GROWTH (ADM)
IRS990ScheduleD/OtherSecuritiesGrp/Desc9VGD 500 INDEX (SIG)
IRS990ScheduleD/OtherSecuritiesGrp/Desc10WASATCH SMALL CAP GROWTH FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc11DODGE & COX INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc12OPPENHEIMER DEVELOPING MARKETS
IRS990ScheduleD/OtherSecuritiesGrp/Desc13AMERICAN BEACON SMALL CAP VALUE
IRS990ScheduleD/OtherSecuritiesGrp/Desc14AM FDS GROWTH FD OF AMERICA CI F2
IRS990ScheduleD/OtherSecuritiesGrp/Desc15T ROWE PR MID CAP VALUE FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd14F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd15F

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,954,855
Liabilities
$50,020
Net assets
$1,904,835
Revenue
$175,074
Expenses
$226,248
Net income
-$51,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.27$0.01$0.01$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.27$0.11$4.53$4.64
2023Detailed filing. Detailed filing data is available for this year.$4.94$0.03$4.91$3.36$0.38$2.98
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.04$1.81$0.27$0.23$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.04$2.29$0.21$0.21$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.05$1.90$0.18$0.23$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.06$1.99$0.26$1.69$1.42
2017Detailed filing. Detailed filing data is available for this year.$3.43$0.07$3.37$0.96$2.51$1.54
2016Detailed filing. Detailed filing data is available for this year.$4.82$0.07$4.75$3.11$0.21$2.90
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.07$1.98$0.46$0.31$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.85$0.10$1.74$0.41$0.22$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.03$1.34$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.03$1.30$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.04$1.38$0.17