Civic Intelligence

Susie and Gideon Yu Foundation

990PF • Fiscal year 2019 • EIN 26-1118316

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 21, 2020

Organization Profile
314 Lytton AvePalo Alto, CA 94301

(415) 310-5310

Siviq Scores

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

Liabilities / Assets

35th percentile

0.04x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.26x

Higher debt load relative to revenue than 53% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

94th percentile

76%

Higher net margin than 94% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

18%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$26,937,082

Up $4,054,789 (+18%) from 2018

Net Assets

Up

$25,868,923

Up $5,021,956 (+24%) from 2018

Liabilities

Down

$1,068,159

Down $967,167 (-48%) from 2018

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin94th percentile

Revenue

Up

$4,160,182

Up $636,267 (+18%) from 2018

Expenses

Down

$1,007,951

Down $673,233 (-40%) from 2018

Net Income

Up

$3,152,231

Up $1,309,500 (+71%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$40M$30M$20M$10M$0Assets 2011: $2,480,082Liabilities 2011: $0Net Assets 2011: $2,480,0822011Assets 2012: $8,274,782Liabilities 2012: $0Net Assets 2012: $8,274,7822012Assets 2013: $14,036,645Liabilities 2013: $0Net Assets 2013: $14,036,6452013Assets 2014: $16,570,290Liabilities 2014: $306,900Net Assets 2014: $16,263,3902014Assets 2015: $21,141,044Liabilities 2015: $328,200Net Assets 2015: $20,812,8442015Assets 2016: $20,146,650Liabilities 2016: $219,500Net Assets 2016: $19,927,1502016Assets 2017: $24,679,450Liabilities 2017: $775,622Net Assets 2017: $23,903,8282017Assets 2018: $22,882,293Liabilities 2018: $2,035,326Net Assets 2018: $20,846,9672018Assets 2019: $26,937,082Liabilities 2019: $1,068,159Net Assets 2019: $25,868,9232019Assets 2020: $28,210,020Liabilities 2020: $774,792Net Assets 2020: $27,435,2282020Assets 2021: $34,328,979Liabilities 2021: $982,951Net Assets 2021: $33,346,0282021Assets 2022: $26,851,443Liabilities 2022: $730,173Net Assets 2022: $26,121,2702022Assets 2023: $31,360,618Liabilities 2023: $5,890,428Net Assets 2023: $25,470,1902023Assets 2024: $34,823,717Liabilities 2024: $5,225,478Net Assets 2024: $29,598,2392024

Highlighted filing

2019

Assets$26,937,082
Liabilities$1,068,159
Net Assets$25,868,923
Open 2019 Filing

Operations Trend

Revenue Growth78th percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2011: $1,075,8362011Expenses 2012: $277,3132012Revenue 2013: $148,817Expenses 2013: $513,706Net Income 2013: -$364,8892013Revenue 2014: $2,438,356Expenses 2014: $1,096,176Net Income 2014: $1,342,1802014Revenue 2015: $5,166,748Expenses 2015: $464,269Net Income 2015: $4,702,4792015Revenue 2016: $2,547,579Expenses 2016: $2,113,720Net Income 2016: $433,8592016Revenue 2017: $2,976,619Expenses 2017: $1,472,840Net Income 2017: $1,503,7792017Revenue 2018: $3,523,915Expenses 2018: $1,681,184Net Income 2018: $1,842,7312018Revenue 2019: $4,160,182Expenses 2019: $1,007,951Net Income 2019: $3,152,2312019Revenue 2020: $1,964,947Expenses 2020: $1,997,962Net Income 2020: -$33,0152020Revenue 2021: $5,208,246Expenses 2021: $1,357,843Net Income 2021: $3,850,4032021Revenue 2022: $376,869Expenses 2022: $640,714Net Income 2022: -$263,8452022Revenue 2023: $1,541,191Expenses 2023: $7,178,460Net Income 2023: -$5,637,2692023Revenue 2024: $1,877,030Expenses 2024: $1,664,611Net Income 2024: $212,4192024

Highlighted filing

2019

Revenue$4,160,182
Expenses$1,007,951
Net Income$3,152,231
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 21, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSIE YUPresident/Secretary/Director-$0--
GIDEON YUVice President/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Susie & Gideon Yu Foundation
EIN
26-1118316
Phone
4153105310
Address
314 LYTTON AVE, PALO ALTO, CA 94301

Signing Officer

Name
Susie Yu
Title
President
Phone
4153105310
Signed
2020-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
975 OAK STREET SUITE 500, EUGENE, OR 97401
Preparer
Wendy Campos
Phone
5416861040
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt582006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5921220
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6031407
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt619992
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6217975
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6342199
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6432751
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6532234
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6650015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6736234
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6825655
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6929762
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7046785
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt711707923
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt721899488
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7310473
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7483471
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7539914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0304845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1101396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2105560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3380148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44105000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52730626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6439261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7176810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8382425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9597373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10560911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11378855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124067989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13652881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0304845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1101396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2105560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3380148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44105000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52730626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6439261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7176810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8382425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9597373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10560911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11378855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124067989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13652881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN FUNDS INTERNATIONAL VINTAGE F3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ARTISAN INTERNATIONAL INSTITUTIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ARTISAN INTERNATIONAL VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DIAMOND HILL LARGE CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5FIDELITY 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ISHARES CORE MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7JPM BETABUILDERS DEVELOPED ASIA EX JAPAN ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8JPMORGAN BETABUILDERS CANADA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9JPMORGAN BETABUILDERS EUROPE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JPMORGAN BETABUILDERS JAPAN ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11PRIMECAP ODYSSEY STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VANGUARD FTSE DEVELOPED MARKETS ETF
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01072967
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01072967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt045207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ACCRUED INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt045207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0476018
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03682152
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt02012
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04160182
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04160182
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt033602
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt033602
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt085470
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04986388
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01810000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0861567
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0483274
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0476018
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03152231
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011464544
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03682152
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05394344
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0186
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011610
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt032304
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt032304
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01843788
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt077330
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01007951
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05471674
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04160182
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt033788
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt077330
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0146384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06478156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04986388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04986388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt011464544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04986388
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03152231
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01869725
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt025868923
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020846967
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt025868923
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01213602
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01213602
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01213602
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01267545
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt053943
IRS990PF/DistributableAmountGrp/TotalTaxAmt053943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt030016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt083959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt053943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt030016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt053943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt053943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt083959
IRS990PF/FMVAssetsEOYAmt026937082
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt013387
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt031653
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt09891
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0267700
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06561420
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06764195
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt06764195
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015514568
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014984080
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014984080
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt01893939
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0945506
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt020846967
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt025868923
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt052463
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt045207
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt045207
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0128000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt091000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt024000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt030000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt030000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0452251
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04040633
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04040633
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022882293
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt026937082
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt026937082
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02035326
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01068159
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022882293
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt026937082
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt020846967
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt025868923
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01072967

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Filings

Displayed year

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

Open filing
Assets
$26,937,082
Liabilities
$1,068,159
Net assets
$25,868,923
Revenue
$4,160,182
Expenses
$1,007,951
Net income
$3,152,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.8$5.23$29.6$1.88$1.66$0.21
2023Detailed filing. Detailed filing data is available for this year.$31.4$5.89$25.5$1.54$7.18$5.64
2022Detailed filing. Detailed filing data is available for this year.$26.9$0.73$26.1$0.38$0.64$0.26
2021Detailed filing. Detailed filing data is available for this year.$34.3$0.98$33.3$5.21$1.36$3.85
2020Detailed filing. Detailed filing data is available for this year.$28.2$0.77$27.4$1.96$2.00$0.03
2019Detailed filing. Detailed filing data is available for this year.$26.9$1.07$25.9$4.16$1.01$3.15
2018Detailed filing. Detailed filing data is available for this year.$22.9$2.04$20.8$3.52$1.68$1.84
2017Detailed filing. Detailed filing data is available for this year.$24.7$0.78$23.9$2.98$1.47$1.50
2016Detailed filing. Detailed filing data is available for this year.$20.1$0.22$19.9$2.55$2.11$0.43
2015Detailed filing. Detailed filing data is available for this year.$21.1$0.33$20.8$5.17$0.46$4.70
2014Detailed filing. Detailed filing data is available for this year.$16.6$0.31$16.3$2.44$1.10$1.34
2013Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.15$0.51$0.36
2012Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.28
2011Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$1.08