Civic Intelligence

Shirley Perry Foundation

990 • Fiscal year 2015 • EIN 26-1910943

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 11, 2016

Organization ProfileN/A
1655 North Main StreetWalnut Creek, CA 94596

(925) 947-1551

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

22nd percentile

-5.8%

Higher net margin than 22% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

45th percentile

-0.2%

Faster asset growth than 45% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$5,851,736

Down $13,963 (-0.2%) from 2014

Net Assets

Down

$5,851,716

Down $13,983 (-0.2%) from 2014

Liabilities

Up

$20

Up $20 from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin22nd percentile

Revenue

Down

$239,662

Down $63,467 (-21%) from 2014

Expenses

Up

$253,645

Up $51,633 (+26%) from 2014

Net Income

Down

-$13,983

Down $115,100 (-114%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $5,764,602Liabilities 2013: $20Net Assets 2013: $5,764,5822013Assets 2014: $5,865,699Liabilities 2014: $0Net Assets 2014: $5,865,6992014Assets 2015: $5,851,736Liabilities 2015: $20Net Assets 2015: $5,851,7162015Assets 2016: $5,664,906Liabilities 2016: $0Net Assets 2016: $5,664,9062016Assets 2017: $5,750,376Liabilities 2017: $0Net Assets 2017: $5,750,3762017Assets 2018: $5,876,360Liabilities 2018: $0Net Assets 2018: $5,876,3602018Assets 2019: $6,193,167Liabilities 2019: $0Net Assets 2019: $6,193,1672019Assets 2020: $6,419,190Liabilities 2020: $0Net Assets 2020: $6,419,1902020Assets 2021: $6,635,149Liabilities 2021: $0Net Assets 2021: $6,635,1492021Assets 2022: $7,106,938Liabilities 2022: $0Net Assets 2022: $7,106,9382022Assets 2023: $7,731,588Liabilities 2023: $0Net Assets 2023: $7,731,5882023Assets 2024: $7,769,067Liabilities 2024: $0Net Assets 2024: $7,769,0672024Assets 2025: $7,819,412Liabilities 2025: $0Net Assets 2025: $7,819,4122025

Highlighted filing

2015

Assets$5,851,736
Liabilities$20
Net Assets$5,851,716
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $937,230Expenses 2013: $165,243Net Income 2013: $771,9872013Revenue 2014: $303,129Expenses 2014: $202,012Net Income 2014: $101,1172014Revenue 2015: $239,662Expenses 2015: $253,645Net Income 2015: -$13,9832015Revenue 2016: $185,435Expenses 2016: $256,400Net Income 2016: -$70,9652016Revenue 2017: $292,616Expenses 2017: $207,147Net Income 2017: $85,4692017Revenue 2018: $378,910Expenses 2018: $252,925Net Income 2018: $125,9852018Revenue 2019: $611,763Expenses 2019: $294,956Net Income 2019: $316,8072019Revenue 2020: $472,790Expenses 2020: $246,767Net Income 2020: $226,0232020Revenue 2021: $475,760Expenses 2021: $259,801Net Income 2021: $215,9592021Revenue 2022: $299,170Expenses 2022: $347,769Net Income 2022: -$48,5992022Revenue 2023: $301,227Expenses 2023: $277,559Net Income 2023: $23,6682023Revenue 2024: $418,233Expenses 2024: $380,754Net Income 2024: $37,4792024Revenue 2025: $514,181Expenses 2025: $463,836Net Income 2025: $50,3452025

Highlighted filing

2015

Revenue$239,662
Expenses$253,645
Net Income-$13,983
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 11, 2016
Return Version
2015v2.0
Gross Receipts
$1,165,945
Mission and Program Overview

Mission

Charitable support organization with its net income going exclusively for the benefit of four charities, viz: lions blind center of diablo valley, pittsburg, ca., american diabetes association, alexander va., friends of animal services, antioch, ca., and guide dogs for the blind of san rafael, ca.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,865,699$5,851,716▼ $13,983
Investments in Publicly Traded Securities$5,765,987$5,628,620▼ $137,367
Savings and Temporary Cash Investments$99,712$223,116▲ $123,404
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,865,699$5,851,736▼ $13,963
Other Assets Total-$0-
Liabilities
Other Liabilities-$20-
Total Liabilities$0$20▲ $20
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,865,699$5,851,716▼ $13,983
Total Liabilities and Net Assets / Fund Balance$5,865,699$5,851,736▼ $13,963
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Cheryl AllegroPresident/Director
Daniel K BeattyDirector
Edward P SchrothDirector
James ConleyDirector
Thomas F HortonDirector
Tony AllegroDirector
Robert J Sehr JrSecretary/Director
Vasili MilliasTreasurer/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$239,662
Other Revenue
$0
Change in Net Assets
$-13,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$241,416
Other Expenses$12,229
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$241,416--$241,416
Fees for Service Investment Mgmnt Fees$8,912--$8,912
Fees for Services Other$3,212--$3,212
Other Expenses$10--$10
Total Functional Expenses$253,645$0$0$253,645
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Diabetes AsscAlexandria, VA501(3)General Support Payments$60,354
Freinds of Animal ServAntioch, CA501(3)General Support Payments$60,354
Guide Dogs for BlindSan Rafael, CA501(3)General Support Payments$60,354
Lions Blind Cntr DvPittsburg, CA501(3)General Support Payments$60,354
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jbrooker Cpas-d BeattyTrusteeInvestment Management FeesNo$8,912
Rober J Sehr JrSecretaryLegal ServicesNo$2,237
Claymilliasco-vasili MilliasTreasurerTax Preparation ServicesNo$975

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
advance tax payment$20
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Director tony allegro is the spouse of the president cheryl allegro. There is no business relationship to the foundation for the above directors.president-cheryl allegro is also the trustee of the shirley perry living trust uta dtd. The perry trust contributed assets to the foundation.director-daniel beatty is the financial advisor to the foundation.secretary-robert j sehr jr- legal advisor to the foundation.treasurer-vasili miilias- cpa to the foundation.the services provided above are to be purchased at the regular and customary current hourly rates of such individuals which are being charged to other of their respective clients.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Board reviews and approves.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Foundation files required exempt organization returns and reports to the federal and state authorities.other disclosures are dealt with upon request.”

Filing and Contact Details

Filer

Filer Name
Shirley Perry Foundation
EIN
26-1910943
Phone
9259471551
Address
1655 NORTH MAIN STREET, WALNUT CREEK, CA 94596

Signing Officer

Name
Cheryl Allegro
Title
President/Director
Signed
2016-02-11
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Clay Millias & Co LLP
Address
1 CAMINO SOBRANTE SUITE 215, ORINDA, CA 94563
Preparer
Vasili Millias
Phone
9257574808
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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0190400
IRS990/PYInvestmentIncomeAmt0303129
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt011612
IRS990/PYRevenuesLessExpensesAmt0101117
IRS990/PYTotalExpensesAmt0202012
IRS990/PYTotalRevenueAmt0303129
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-13983
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt099712
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0223116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0711540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0711540
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0285601
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0284018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0224001
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0182067
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0169863
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01145550
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38310
IRS990ScheduleA/PublicSupportPY170Pct00.48450
IRS990ScheduleA/PublicSupportTotal170Amt0711540
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0711540
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0711540
IRS990ScheduleA/TotalSupportAmt01857090
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0advance tax payment
IRS990ScheduleD/TotalLiabilityAmt020
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt060354
IRS990ScheduleI/RecipientTable/CashGrantAmt160354
IRS990ScheduleI/RecipientTable/CashGrantAmt260354
IRS990ScheduleI/RecipientTable/CashGrantAmt360354
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT PAYMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT PAYMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT PAYMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT PAYMENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN DIABETES ASSC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FREINDS OF ANIMAL SERV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GUIDE DOGS FOR BLIND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LIONS BLIND CNTR DV
IRS990ScheduleI/RecipientTable/RecipientEIN0131623888
IRS990ScheduleI/RecipientTable/RecipientEIN1680390937
IRS990ScheduleI/RecipientTable/RecipientEIN2941196195
IRS990ScheduleI/RecipientTable/RecipientEIN3946088712
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01660 DUKE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 242
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2350 LOS RANCHITOS ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3175 ALVARADO AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ALEXANDRIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ANTIOCH
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN RAFAEL
IRS990ScheduleI/RecipientTable/USAddress/CityNm3PITTSBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022314
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194509
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294915
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394531
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JBROOKER CPAS-D BEATTY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1CLAYMILLIASCO-VASILI MILLIAS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2ROBER J SEHR JR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1TREASURER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2SECRETARY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt08912
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1975
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt22237
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INVESTMENT MANAGEMENT FEES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1TAX PREPARATION SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2LEGAL SERVICES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTOR TONY ALLEGRO IS THE SPOUSE OF THE PRESIDENT CHERYL ALLEGRO. THERE IS NO BUSINESS RELATIONSHIP TO THE FOUNDATION FOR THE ABOVE DIRECTORS.PRESIDENT-CHERYL ALLEGRO IS ALSO THE TRUSTEE OF THE SHIRLEY PERRY LIVING TRUST UTA DTD. THE PERRY TRUST CONTRIBUTED ASSETS TO THE FOUNDATION.DIRECTOR-DANIEL BEATTY IS THE FINANCIAL ADVISOR TO THE FOUNDATION.SECRETARY-ROBERT J SEHR JR- LEGAL ADVISOR TO THE FOUNDATION.TREASURER-VASILI MIILIAS- CPA TO THE FOUNDATION.THE SERVICES PROVIDED ABOVE ARE TO BE PURCHASED AT THE REGULAR AND CUSTOMARY CURRENT HOURLY RATES OF SUCH INDIVIDUALS WHICH ARE BEING CHARGED TO OTHER OF THEIR RESPECTIVE CLIENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEWS AND APPROVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOUNDATION FILES REQUIRED EXEMPT ORGANIZATION RETURNS AND REPORTS TO THE FEDERAL AND STATE AUTHORITIES.OTHER DISCLOSURES ARE DEALT WITH UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05865699
IRS990/TotalAssetsEOYAmt05851736
IRS990/TotalAssetsGrp/BOYAmt05865699
IRS990/TotalAssetsGrp/EOYAmt05851736
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0253645
IRS990/TotalFunctionalExpensesGrp/TotalAmt0253645
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt020
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt020
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05865699
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05851716
IRS990/TotalProgramServiceExpensesAmt0253645
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0239662
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0239662
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05865699
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05851736

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,851,736
Liabilities
$20
Net assets
$5,851,716
Revenue
$239,662
Expenses
$253,645
Net income
-$13,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.51$0.46$0.05
2024Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.42$0.38$0.04
2023Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.30$0.28$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.30$0.35$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.48$0.26$0.22
2020Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.47$0.25$0.23
2019Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.61$0.29$0.32
2018Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.38$0.25$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.29$0.21$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.19$0.26$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.24$0.25$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.30$0.20$0.10
2013Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.94$0.17$0.77