Civic Intelligence

Harvard Conservation Trust

990 • Fiscal year 2020 • EIN 23-7305157

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 14, 2021

Organization ProfileWWW.HARVARDCONSERVATIONTRUST.ORG
PO Box 31Harvard, MA 01451

(978) 456-9292

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$9,407,892

Up $516,005 (+5.8%) from 2019

Net Assets

Up

$9,386,102

Up $498,790 (+5.6%) from 2019

Liabilities

Up

$21,790

Up $17,215 (+376%) from 2019

Revenue And Expenses

Revenue

Up

$377,118

Up $116,085 (+44%) from 2019

Expenses

Up

$164,310

Up $9,611 (+6.2%) from 2019

Net Income

Up

$212,808

Up $106,474 (+100%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $4,305,252Liabilities 2010: $10,290Net Assets 2010: $4,294,9622010Assets 2011: $6,329,167Liabilities 2011: $10,075Net Assets 2011: $6,319,0922011Assets 2012: $5,558,826Liabilities 2012: $6,977Net Assets 2012: $5,551,8492012Assets 2013: $5,657,641Liabilities 2013: $5,770Net Assets 2013: $5,651,8712013Assets 2014: $6,131,211Liabilities 2014: $462,011Net Assets 2014: $5,669,2002014Assets 2015: $7,457,664Liabilities 2015: $7,359Net Assets 2015: $7,450,3052015Assets 2016: $7,700,968Liabilities 2016: $5,400Net Assets 2016: $7,695,5682016Assets 2017: $8,917,666Liabilities 2017: $520,035Net Assets 2017: $8,397,6312017Assets 2018: $8,245,242Liabilities 2018: $14,746Net Assets 2018: $8,230,4962018Assets 2019: $8,891,887Liabilities 2019: $4,575Net Assets 2019: $8,887,3122019Assets 2020: $9,407,892Liabilities 2020: $21,790Net Assets 2020: $9,386,1022020Assets 2020: $10,015,742Liabilities 2020: $26,791Net Assets 2020: $9,988,9512020Assets 2021: $10,779,653Liabilities 2021: $13,689Net Assets 2021: $10,765,9642021Assets 2022: $10,657,177Liabilities 2022: $4,552Net Assets 2022: $10,652,6252022Assets 2023: $12,029,204Liabilities 2023: $50,023Net Assets 2023: $11,979,1812023Assets 2024: $12,479,260Liabilities 2024: $20,236Net Assets 2024: $12,459,0242024

Highlighted filing

2020

Assets$9,407,892
Liabilities$21,790
Net Assets$9,386,102
Open 2020 Filing

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $96,7602010Expenses 2011: $89,0812011Expenses 2012: $110,1072012Revenue 2013: $227,071Expenses 2013: $104,014Net Income 2013: $123,0572013Revenue 2014: $217,871Expenses 2014: $136,146Net Income 2014: $81,7252014Revenue 2015: $1,960,447Expenses 2015: $92,690Net Income 2015: $1,867,7572015Revenue 2016: $272,429Expenses 2016: $123,127Net Income 2016: $149,3022016Revenue 2017: $592,765Expenses 2017: $145,687Net Income 2017: $447,0782017Revenue 2018: $500,395Expenses 2018: $149,634Net Income 2018: $350,7612018Revenue 2019: $261,033Expenses 2019: $154,699Net Income 2019: $106,3342019Revenue 2020: $377,118Expenses 2020: $164,310Net Income 2020: $212,8082020Revenue 2020: $971,649Expenses 2020: $155,992Net Income 2020: $815,6572020Revenue 2021: $830,678Expenses 2021: $83,763Net Income 2021: $746,9152021Revenue 2022: $684,698Expenses 2022: $164,163Net Income 2022: $520,5352022Revenue 2023: $1,537,626Expenses 2023: $526,616Net Income 2023: $1,011,0102023Revenue 2024: $1,355,585Expenses 2024: $809,293Net Income 2024: $546,2922024

Highlighted filing

2020

Revenue$377,118
Expenses$164,310
Net Income$212,808
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 14, 2021
Return Version
2020v4.0
Gross Receipts
$3,282,254
Mission and Program Overview

Mission

To preserve the unique character and natural resources of harvard

To preserve the unique character and natural resources of harvard.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,890,562$4,632,646▼ $257,916
Land, Buildings, and Equipment, Net$3,340,008$3,964,662▲ $624,654
Cash and Non-Interest-Bearing Accounts$74,932$224,042▲ $149,110
Accounts Receivable$9,609$9,466▼ $143
Prepaid Expenses and Deferred Charges$1,352$1,652▲ $300
Total Assets$8,891,887$9,407,892▲ $516,005
Other Assets Total$575,424$575,424→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property-$11,400-
Accounts Payable and Accrued Expenses$4,575$10,390▲ $5,815
Total Liabilities$4,575$21,790▲ $17,215
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,052,466$5,479,249▲ $426,783
Net Assets Without Donor Restrictions$3,834,846$3,906,853▲ $72,007
Total Net Assets Fund Balance$8,887,312$9,386,102▲ $498,790
Total Liabilities and Net Assets / Fund Balance$8,891,887$9,407,892▲ $516,005

Asset Categories

AssetBook ValueDepreciationBasis
Land$3,964,662-$3,964,662
Other Land Buildings-$3,040$3,040
Other Assets Org$24--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,006,400-▲ $74,648-$2,081,048
2019$1,746,758-▲ $294,577$34,935$2,006,400
2018$1,717,349$95,665▼ $53,993$12,263$1,746,758
2017$1,515,931$48,561▲ $183,166$30,309$1,717,349
2016$1,426,970$65,253▲ $52,246$28,538$1,515,931
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
David OutmanExecutive DiFT$37,110$37,110
Brian ColleranExecutive DiFT$7,308$7,308

Board Members and Trustees

NameTitle
Michael MortonPresident
Abbe AlpertTrustee
Ben UrquhartTrustee
Bob DouglasTrustee
Chris CandonTrustee
Gina AsheTrustee
John LeeTrustee
Margaret MurphyTrustee
Matthew MostollerTrustee
Teresa GartiTrustee
Trish HurterTrustee
William KemezaTrustee
Marc SevignyClerk
Rudolph MinarTreasurer
Tom CottonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$504,737
Program Service Revenue
$0
Investment Income
$-127,619
Other Revenue
$0
All Other Contributions
$472,296
Change in Net Assets
$212,808

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$28,449Fair Market Value
Total Noncash Contributions3$28,449-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,171
Salaries, Compensation, and Employee Benefits$50,139
Total Fundraising Expense$7,594
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$24,578$14,720$7,022$46,320
Fees for Service Investment Mgmnt Fees-$29,203-$29,203
Fees for Services Legal$27,444$980-$28,424
Fees for Services Other$17,464--$17,464
Office Expenses$1,053$3,094-$4,147
Payroll Taxes$2,001$1,246$572$3,819
Advertising-$3,461-$3,461
Occupancy-$2,800-$2,800
Insurance$1,717$724-$2,441
Fees for Services Accounting-$850-$850
Information Technology-$713-$713
Other Expenses$2,037$412-$412
Depreciation Depletion$312$34-$346
Total Functional Expenses$96,939$59,777$7,594$164,310
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization has three classes of members: life members, regular members, and charter members. Life members and regular members having voting rights at all member meetings.”

Form 990, Page 6, Part VI, Line 7A

“Life members and regular members have the right to elect trustees of the board of trustees.”

Form 990, Page 6, Part VI, Line 7B

“Life members and regular members all have the right to approve changes to the by-laws and constitution.”

Form 990, Page 6, Part VI, Line 11B

“The chair of the finance committee and the executive director will review the form 990 and make it available to all of the trustees.”

Form 990, Page 6, Part VI, Line 12C

“All trustees, employees, close relatives, major donors, related organizations, and other insiders, as defined in the organization's conflict of interest policy, are required to bring any involment in a conflict or appearance of conflict to the attention of the designated trustee. The trustee selected to manage conflict of interest issues will develop a recommended course of action to be submitted to the full board of trustees as the final arbiter of the issue. Until the board of trustees vote on a recommended course of action, the individual involved is required to refrain from participating from the questionable activity and recuse and absent him/herself from discussions pertaining to the matter.”

Form 990, Page 6, Part VI, Line 15A

“A special committee comprised of members of the governance committee, officers, and trustees evaluates and recommends executive compensation levels that the board of trustees then reviews. The special committee considers several factors when determining compensation, including performance and comparable data.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request at the organization's administrative office.”

Filing and Contact Details

Filer

Filer Name
Harvard Conservation Trust
EIN
23-7305157
Phone
9784569292
Address
PO BOX 31, HARVARD, MA 01451

Signing Officer

Name
Michael Morton
Title
President
Phone
9784569292
Signed
2021-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Morton
Formed
1973
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
67

Preparer

Firm
Anstiss & Co Pc
Address
6 OMNI WAY SUITE 201, CHELMSFORD, MA 01824-4141
Preparer
Brendan E Toolin
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Engineering services 17,464 0 0”

Financial Statement Notes

Schedule D, Page 1, Part II, Line 5

“The organization monitors easements in the normal course of its operations.”

Schedule D, Page 1, Part II, Line 9

“Conservation easement acquisition costs are expensed as incurred.”

Schedule D, Page 2, Part V, Line 4

“The intended use of the organization's endownment funds is to provide a sustainable source of funds to support efforts to preserve the unique character and natural resources of harvard, massachusetts.”

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IRS990/IndependentVotingMemberCnt015
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IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0713
IRS990/InformationTechnologyGrp/TotalAmt0713
IRS990/InsuranceGrp/ManagementAndGeneralAmt0724
IRS990/InsuranceGrp/ProgramServicesAmt01717
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IRS990/LandBldgEquipCostOrOtherBssAmt03967702
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02905136
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt032441
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PRESERVE THE UNIQUE CHARACTER AND NATURAL RESOURCES OF HARVARD.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt08887312
IRS990/NetAssetsOrFundBalancesEOYAmt09386102
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-233854
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-233854
IRS990/NetUnrlzdGainsLossesInvstAmt0285982
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03834846
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03906853
IRS990/NoncashContributionsAmt028449
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02800
IRS990/OccupancyGrp/TotalAmt02800
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03094
IRS990/OfficeExpensesGrp/ProgramServicesAmt01053
IRS990/OfficeExpensesGrp/TotalAmt04147
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0575424
IRS990/OtherAssetsTotalGrp/EOYAmt0575424
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1DISCOVERY
IRS990/OtherExpensesGrp/Desc2TRUSTEE MEETING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01540
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1412
IRS990/OtherExpensesGrp/ProgramServicesAmt020333
IRS990/OtherExpensesGrp/ProgramServicesAmt12037
IRS990/OtherExpensesGrp/TotalAmt021873
IRS990/OtherExpensesGrp/TotalAmt12037
IRS990/OtherExpensesGrp/TotalAmt2412
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0572
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01246
IRS990/PayrollTaxesGrp/ProgramServicesAmt02001
IRS990/PayrollTaxesGrp/TotalAmt03819
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01352
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01652
IRS990/PrincipalOfficerNm0MICHAEL MORTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0105411
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0155622
IRS990/PYOtherExpensesAmt096241
IRS990/PYRevenuesLessExpensesAmt0106334
IRS990/PYSalariesCompEmpBnftPaidAmt058458
IRS990/PYTotalExpensesAmt0154699
IRS990/PYTotalRevenueAmt0261033
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0212808
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt060388
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt022350
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0132738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0504737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0105411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0280361
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0324129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0257954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01472592
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0106235
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0131646
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0127414
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0121597
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt070536
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0557428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06330
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0106235
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0131646
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0127414
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0121597
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt070536
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0557428
IRS990ScheduleA/InvestmentIncomeCYPct00.27000
IRS990ScheduleA/InvestmentIncomePYPct00.15000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.66110
IRS990ScheduleA/PublicSupportPY509Pct00.77470
IRS990ScheduleA/PublicSupportTotal509Amt01346184
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt060388
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt022350
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0132738
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0504737
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0105411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0280361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0324129
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0264284
IRS990ScheduleA/Total509Grp/TotalAmt01478922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0610972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0237057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0407775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0445726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0334820
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02036350
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02006400
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02081048
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt074648
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01746758
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02006400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0294577
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt034935
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01717349
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt095665
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01746758
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-53993
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt012263
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01515931
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt048561
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01717349
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0183166
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt030309
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01426970
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt065253
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01515931

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,407,892
Liabilities
$21,790
Net assets
$9,386,102
Revenue
$377,118
Expenses
$164,310
Net income
$212,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.5$0.02$12.5$1.36$0.81$0.55
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.05$12.0$1.54$0.53$1.01
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.68$0.16$0.52
2021Detailed filing. Detailed filing data is available for this year.$10.8$0.01$10.8$0.83$0.08$0.75
2020Detailed filing. Detailed filing data is available for this year.$10.0$0.03$9.99$0.97$0.16$0.82
2020Detailed filing. Detailed filing data is available for this year.$9.41$0.02$9.39$0.38$0.16$0.21
2019Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$0.26$0.15$0.11
2018Detailed filing. Detailed filing data is available for this year.$8.25$0.01$8.23$0.50$0.15$0.35
2017Detailed filing. Detailed filing data is available for this year.$8.92$0.52$8.40$0.59$0.15$0.45
2016Detailed filing. Detailed filing data is available for this year.$7.70$0.01$7.70$0.27$0.12$0.15
2015Detailed filing. Detailed filing data is available for this year.$7.46$0.01$7.45$1.96$0.09$1.87
2014Detailed filing. Detailed filing data is available for this year.$6.13$0.46$5.67$0.22$0.14$0.08
2013Detailed filing. Detailed filing data is available for this year.$5.66$0.01$5.65$0.23$0.10$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$0.01$5.55$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$0.01$6.32$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$0.01$4.29$0.10