Civic Intelligence

University Foundation UW Marshfield/Wood County

990 • Fiscal year 2021 • EIN 23-7086867

Jul 01, 2020 to Jun 30, 2021 • Filed on May 09, 2022

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

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.21x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

34th percentile

4.0%

Higher net margin than 34% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$48,300

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 22.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

67th percentile

19%

Faster asset growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

23%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$2,330,566

Up $375,711 (+19%) from 2020

Net Assets

Up

$2,285,879

Up $381,044 (+20%) from 2020

Liabilities

Down

$44,687

Down $5,333 (-11%) from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin34th percentile

Revenue

Up

$214,657

Up $39,583 (+23%) from 2020

Expenses

Down

$205,967

Down $20,281 (-9.0%) from 2020

Net Income

Up

$8,690

Up $59,864 (+117%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2021

Assets$2,330,566
Liabilities$44,687
Net Assets$2,285,879
Open 2021 Filing

Operations Trend

Revenue Growth60th 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

2021

Revenue$214,657
Expenses$205,967
Net Income$8,690
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 9, 2022
Return Version
2020v4.2
Gross Receipts
$388,811
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$1,741,184$2,115,476▲ $374,292
Land, Buildings, and Equipment, Net$159,300$159,300→ $0
Savings and Temporary Cash Investments$49,893$54,861▲ $4,968
Cash and Non-Interest-Bearing Accounts$4,478$929▼ $3,549
Total Assets$1,954,855$2,330,566▲ $375,711
Liabilities
Deferred Revenue$44,537$39,204▼ $5,333
Other Liabilities$5,483$5,483→ $0
Total Liabilities$50,020$44,687▼ $5,333
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,730,824$2,130,489▲ $399,665
Net Assets Without Donor Restrictions$174,011$155,390▼ $18,621
Total Net Assets Fund Balance$1,904,835$2,285,879▲ $381,044
Total Liabilities and Net Assets / Fund Balance$1,954,855$2,330,566▲ $375,711

Asset Categories

AssetBook ValueDepreciationBasis
Land$159,300-$159,300
Other Securities$29,632--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$118,636$500▲ $31,476-$146,705
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
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roxanne WetterauExecutive DirectorFT$48,300$48,300

Board Members and Trustees

NameTitle
Rita MeierPast President
Matthew JansenPresident
Daniel HughesDirector
Danielle KrausDirector
Jake HahnDirector
Pam WaroshDirector
Tom BitnerDirector
Andy KeoghDirector/laird Rep
Revenue and Support

Revenue Composition

Contributions and Grants
$85,123
Program Service Revenue
$0
Investment Income
$124,122
Other Revenue
$5,412
All Other Contributions
$76,863
Change in Net Assets
$8,690
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,966
Grants and Similar Amounts Paid$61,019
Salaries, Compensation, and Employee Benefits$51,982
Total Fundraising Expense$31,936
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$68,678-$68,678
Grants to Domestic Individuals$55,000--$55,000
Other Salaries and Wages-$19,320$28,980$48,300
Fees for Service Investment Mgmnt Fees-$13,608-$13,608
Grants to Domestic Orgs$6,019--$6,019
Payroll Taxes-$1,473$2,209$3,682
Advertising$449$2,319-$2,768
Insurance-$2,231-$2,231
Information Technology-$1,277-$1,277
Office Expenses-$945$298$1,243
Occupancy-$300-$300
Other Expenses-$160$449$160
Total Functional Expenses$61,468$112,563$31,936$205,967
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Wisconsin Stevens Point at MarshfieldMarshfield, WIGovernmentProvides Financial Support for Student, Faculty and Staff, and Various Campus Programs and Activities.$6,019
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Direct Expenses$810
Gaming Gross Income$679
Fundraising Gross Income$334
Fundraising Direct Expenses$124
Professional Fundraising Fees$0
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. All members of the board of directors are given a copy of the 990 prior to filing the return.”

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
Matthew Jansen
Title
President
Phone
7153896521
Signed
2022-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Jansen
Formed
1964
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
12

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 555 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/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR/LAIRD REP
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt028980
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019320
IRS990/OtherSalariesAndWagesGrp/TotalAmt048300
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02209
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01473
IRS990/PayrollTaxesGrp/TotalAmt03682
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MATTHEW JANSEN
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/ExpenseAmt06468
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06019
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt071081
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0136778
IRS990/PYInvestmentIncomeAmt093068
IRS990/PYOtherExpensesAmt038452
IRS990/PYOtherRevenueAmt010925
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-51174
IRS990/PYSalariesCompEmpBnftPaidAmt051018
IRS990/PYTotalExpensesAmt0226248
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0175074
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt08690
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05333
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049893
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054861
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt085123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt088799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0111438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0897287
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01253728
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt036476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt039989
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt040079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt063661
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0219445
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt019335
IRS990ScheduleA/PublicSupportCY170Pct00.40560
IRS990ScheduleA/PublicSupportPY170Pct00.35560
IRS990ScheduleA/PublicSupportTotal170Amt0597868
IRS990ScheduleA/SubstantialContributorsTotAmt0655860
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt085123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071081
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt088799
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0111438
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0897287
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01253728
IRS990ScheduleA/TotalSupportAmt01474186
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt01013
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt01013
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/AdministrativeExpensesAmt0907
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0118636
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0146705
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt031476
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01215
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0112832
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0118636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt02000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08519
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01081
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0110518
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0112832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02760
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06155
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01134
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0103572
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0110518
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02758
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010338
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01033
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt094771
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0103572
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02669
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012003
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0159300
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0159300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05483
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO UW ALUMNI ASSOCIATION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0345359
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1192118
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2222877
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt377973
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt475278
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5165366
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt681542
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7219652
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8202321
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt949439
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10135463
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1174188
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1233045
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1388226
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1443337
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1579660
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1629632
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/Desc7VGD MORGAN GROWTH (ADM)
IRS990ScheduleD/OtherSecuritiesGrp/Desc8VGD 500 INDEX (SIG)
IRS990ScheduleD/OtherSecuritiesGrp/Desc9WASATCH SMALL CAP GROWTH FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc10DODGE & COX INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc11OPPENHEIMER DEVELOPING MARKETS
IRS990ScheduleD/OtherSecuritiesGrp/Desc12AMERICAN BEACON SMALL CAP VALUE
IRS990ScheduleD/OtherSecuritiesGrp/Desc13AM FDS GROWTH FD OF AMERICA CI F2
IRS990ScheduleD/OtherSecuritiesGrp/Desc14T ROWE PR MID CAP VALUE FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc15VANGUARD INTERNATIONAL VALUE FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc16T ROWE PRICE SHORT-TERM BOND
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

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

Open filing
Assets
$2,330,566
Liabilities
$44,687
Net assets
$2,285,879
Revenue
$214,657
Expenses
$205,967
Net income
$8,690
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