Civic Intelligence

Clark Foundation

990PF • Fiscal year 2024 • EIN 23-7423789

Jan 01, 2024 to Dec 31, 2024 • Filed on May 13, 2025

9755 SW Barnes Rd Suite 440Portland, OR 97225

(503) 627-9978

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

8th percentile

-47%

Higher net margin than 8% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

55th percentile

6.4%

Faster asset growth than 55% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

28%

Faster revenue growth than 72% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$29,047,538

Up $1,735,608 (+6.4%) from 2023

Net Assets

Up

$29,047,538

Up $1,735,608 (+6.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$1,267,857

Up $277,156 (+28%) from 2023

Expenses

Down

$1,861,020

Down $174,649 (-8.6%) from 2023

Net Income

Up

-$593,163

Up $451,805 (+43%) from 2023

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $19,192,159Liabilities 2011: $0Net Assets 2011: $19,192,1592011Assets 2012: $23,987,870Liabilities 2012: $0Net Assets 2012: $23,987,8702012Assets 2013: $28,835,679Liabilities 2013: $0Net Assets 2013: $28,835,6792013Assets 2014: $30,134,940Liabilities 2014: $0Net Assets 2014: $30,134,9402014Assets 2015: $27,803,938Liabilities 2015: $0Net Assets 2015: $27,803,9382015Assets 2016: $29,213,351Liabilities 2016: $0Net Assets 2016: $29,213,3512016Assets 2017: $30,667,587Liabilities 2017: $0Net Assets 2017: $30,667,5872017Assets 2018: $27,150,601Liabilities 2018: $0Net Assets 2018: $27,150,6012018Assets 2019: $29,884,227Liabilities 2019: $0Net Assets 2019: $29,884,2272019Assets 2020: $29,297,407Liabilities 2020: $0Net Assets 2020: $29,297,4072020Assets 2021: $32,383,209Liabilities 2021: $0Net Assets 2021: $32,383,2092021Assets 2022: $26,569,202Liabilities 2022: $0Net Assets 2022: $26,569,2022022Assets 2023: $27,311,930Liabilities 2023: $0Net Assets 2023: $27,311,9302023Assets 2024: $29,047,538Liabilities 2024: $0Net Assets 2024: $29,047,5382024

Highlighted filing

2024

Assets$29,047,538
Liabilities$0
Net Assets$29,047,538

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $249,9642011Expenses 2012: $1,175,7492012Revenue 2013: $2,586,685Expenses 2013: $1,508,794Net Income 2013: $1,077,8912013Revenue 2014: $2,148,593Expenses 2014: $1,758,370Net Income 2014: $390,2232014Revenue 2015: $1,267,646Expenses 2015: $1,776,849Net Income 2015: -$509,2032015Revenue 2016: $4,156,810Expenses 2016: $1,866,708Net Income 2016: $2,290,1022016Revenue 2017: $2,382,332Expenses 2017: $1,683,320Net Income 2017: $699,0122017Revenue 2018: $2,977,889Expenses 2018: $1,787,637Net Income 2018: $1,190,2522018Revenue 2019: $1,269,252Expenses 2019: $1,954,585Net Income 2019: -$685,3332019Revenue 2020: $1,092,611Expenses 2020: $1,896,100Net Income 2020: -$803,4892020Revenue 2021: $1,972,153Expenses 2021: $1,953,711Net Income 2021: $18,4422021Revenue 2022: $1,079,517Expenses 2022: $2,251,313Net Income 2022: -$1,171,7962022Revenue 2023: $990,701Expenses 2023: $2,035,669Net Income 2023: -$1,044,9682023Revenue 2024: $1,267,857Expenses 2024: $1,861,020Net Income 2024: -$593,1632024

Highlighted filing

2024

Revenue$1,267,857
Expenses$1,861,020
Net Income-$593,163
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD M CLARKPresident/Tr-$0--
TRACEY A CLARKDirector-$0--
BRITTNEY CLARKVice Preside-$0--
CHRISTOPHER BROOKSDirector-$0--
STEVE NICHOLESSecretary-$0--
PAT BECKER SRDirector-$0--
JANEEN MCANINCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Clark Foundation
EIN
23-7423789
Phone
5036279978
Address
9755 SW BARNES RD SUITE 440, PORTLAND, OR 97225

Signing Officer

Name
Richard M Clark
Title
President/treasurer
Phone
5036279978
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Fellner & Kuhn
Address
4949 S MACADAM AVE SECOND FLOOR 5, PORTLAND, OR 97239
Preparer
Douglas a Lacher CPA
Phone
5032270443
Raw XML AppendixShowing 400 of 1,666 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16262904
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17244008
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18229763
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19207500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20235933
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1315212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2311399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3507888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4559689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5320200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6347029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7267435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8302407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9319457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10310102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11354134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12353664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13303104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14141404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15184974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16249981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17278771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18299676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19352581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20186767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21226601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22297762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23171574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24229504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25268809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26231040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2780000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28312379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29572907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30405794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31259910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32311376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33665970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34220715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35214524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36273974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37166078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38217945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39305704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40222519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41234796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42295882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43258513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44342232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45258073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46258817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47170574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48243216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49261735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50411996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51181328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0249434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1315212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2311399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3507888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4559689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5320200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6347029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7267435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8302407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9319457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10310102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11354134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12353664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13303104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14141404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15184974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16249981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17278771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18299676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19352581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20186767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21226601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22297762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23171574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24229504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25268809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26231040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2780000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28312379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29572907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30405794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31259910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32311376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33665970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34220715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35214524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36273974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37166078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38217945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39305704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40222519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41234796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42295882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43258513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44342232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45258073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46258817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47170574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48243216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49261735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50411996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51181328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CIENA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2COLUMBIA SPORTSWEAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3INTERNTNL PAPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6TYSON FOODS INC,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AIR PROD & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ALLSTATE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ALPHABET INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AMAZON.COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BAKER HUGHES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BLACKROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CHARLES SCHWAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EATON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EMBRAER SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FIRSTENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29GENERAL DYNAMICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HOLOGIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34IMAX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36JOHNSON AND JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39KONINKLIJKE PHILIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40METHANEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NEWMONT MINING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PAYPAL HOLDINGS INCORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48QUEST DIAGNOSTIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SALESFORCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SANOFI SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SAP SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TIMKEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WARNER BROTHERS DISCOVER
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03596447
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03596447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0575726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1767941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2523977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31855189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4141804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHARES INC CORE MSCI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES CORE S&P SMALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES MSCI EAFE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4REALTY INCOME CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0575726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1767941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2523977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31855189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4141804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$1.27$1.86$0.59
2023Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$0.99$2.04$1.04
2022Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$1.08$2.25$1.17
2021Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$1.97$1.95$0.02
2020Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$1.09$1.90$0.80
2019Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$1.27$1.95$0.69
2018Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$2.98$1.79$1.19
2017Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$2.38$1.68$0.70
2016Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$4.16$1.87$2.29
2015Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$1.27$1.78$0.51
2014Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$2.15$1.76$0.39
2013Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$2.59$1.51$1.08
2012Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.18
2011Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$0.25