Civic Intelligence

Lily Lai Foundation

990PF • Fiscal year 2019 • EIN 27-1159623

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 12, 2020

Organization Profile
4227 Mancilla CtSan Diego, CA 92130

(858) 537-7130

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

33rd percentile

-1.4%

Higher net margin than 33% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-46%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$16,569,242

Up $2,383,090 (+17%) from 2018

Net Assets

Up

$16,569,224

Up $2,383,182 (+17%) from 2018

Liabilities

Down

$18

Down $92 (-84%) from 2018

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin33rd percentile

Revenue

Down

$780,667

Down $669,881 (-46%) from 2018

Expenses

Down

$791,702

Down $12,202 (-1.5%) from 2018

Net Income

Down

-$11,035

Down $657,679 (-102%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$40M$30M$20M$10M$0Assets 2015: $11,900,312Liabilities 2015: $479Net Assets 2015: $11,899,8332015Assets 2016: $13,170,349Liabilities 2016: $501Net Assets 2016: $13,169,8482016Assets 2017: $15,157,837Liabilities 2017: $525Net Assets 2017: $15,157,3122017Assets 2018: $14,186,152Liabilities 2018: $110Net Assets 2018: $14,186,0422018Assets 2019: $16,569,242Liabilities 2019: $18Net Assets 2019: $16,569,2242019Assets 2020: $18,473,265Liabilities 2020: $2,226Net Assets 2020: $18,471,0392020Assets 2021: $21,338,949Liabilities 2021: $59Net Assets 2021: $21,338,8902021Assets 2022: $15,219,191Liabilities 2022: $62Net Assets 2022: $15,219,1292022Assets 2023: $24,698,011Liabilities 2023: $9,749Net Assets 2023: $24,688,2622023Assets 2024: $31,653,160Liabilities 2024: $4,466Net Assets 2024: $31,648,6942024

Highlighted filing

2019

Assets$16,569,242
Liabilities$18
Net Assets$16,569,224
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $873,705Expenses 2015: $637,293Net Income 2015: $236,4122015Revenue 2016: $871,134Expenses 2016: $643,665Net Income 2016: $227,4692016Revenue 2017: $1,203,637Expenses 2017: $706,633Net Income 2017: $497,0042017Revenue 2018: $1,450,548Expenses 2018: $803,904Net Income 2018: $646,6442018Revenue 2019: $780,667Expenses 2019: $791,702Net Income 2019: -$11,0352019Revenue 2020: $823,031Expenses 2020: $828,008Net Income 2020: -$4,9772020Revenue 2021: $1,042,486Expenses 2021: $1,077,661Net Income 2021: -$35,1752021Revenue 2022: $1,873,418Expenses 2022: $1,038,776Net Income 2022: $834,6422022Revenue 2023: $1,895,150Expenses 2023: $1,063,482Net Income 2023: $831,6682023Revenue 2024: $3,040,996Expenses 2024: $1,451,587Net Income 2024: $1,589,4092024

Highlighted filing

2019

Revenue$780,667
Expenses$791,702
Net Income-$11,035
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 12, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George LaiPresident & DirectorPT$0--
Edwin LuwaSecretary & Director-$0--
Doreen YoungTreasurer & Director-$0--
Antoinette HaskelDirector-$0--
Ching HuangDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lily Lai Foundation
EIN
27-1159623
Phone
8585377130
Address
4227 Mancilla Ct, San Diego, CA 92130

Signing Officer

Name
George Lai
Title
President
Signed
2020-10-12
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WFA:BRISTOL MYERS SQUIBB (BMY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55WFA:CELGENE CORP (CELG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WFA:CHEESECAKE FACTORY (CAKE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WFA:GILEAD SCIENCES (GILD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WFA:KROGER COMPANY (KR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WFA:MATTEL INC (MAT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60WFA:MICRO FOCUS INTL PLC (MFGP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WFA:ALLERGAN (AGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62WFA:CIGNA (CI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63WFA:DISNEY (DIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64WFA:NUTRIEN (NTR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65WFA:REGENERON PHARMA (REGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66WFA:VODAFONE GROUP (VOD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WFA:WELLS FARGO (WFC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ME:ALIBABA GROUP (BABA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ME:ALLIANCE DATA SYS (ADS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ME:ALPHABET (GOOGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ME:AMAZON (AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ME:AT&T (T)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ME:AUTONATION (AN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ME:BAIDU (BIDU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ME:BLACKROCK (BLK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ME:COMCAST (CMDSA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ME:CVS HEALTH (CVS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ME:EBAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ME:FACEBOOK (FB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ME:GOLDMAN SACHS (GS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ME:HOME DEPOT (HD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ME:INTEL (INTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ME:INTL BUSINESS MACHINE (IBM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84ME:MCKESSON (MCK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85ME:MORGAN STANLEY (MS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86ME:MYLAN (MYL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ME:STATE STREET (STT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ME:VODAFONE (VOD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ME:WHIRLPOOL (WHR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90WFA:ALLIANCE DATA SYSTEMS (ADS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91WFA:TAKEDA (TAK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92WFA:VIACOMCBS INC (VIAC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93WFA:WABTEC (WAB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WFA:CAPRI HOLDINGS LTD (CPRI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95ME:CIGNA CORP (CI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96ME:KROGER CO (KR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97ME:L BRANDS INC (LB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98ME:MATTEL INC (MAT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99ME:NVIDIA (NVDA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100ME:PVH CORP (PVH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101ME:TEVA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102ME:TRIPADVISOR INC (TRIP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103ME:UNITEDHEALTH GROUP INC (UNH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104ME:URBAN OUTFITTERS INC (URBN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105ME:WELLS FARGO & CO (WFC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106WFA:BRISTOL MYERS SQUIBB RTS (BMYRT)
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0283027
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0495152
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02488
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0780667
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0780667
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0495152
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0778000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0778000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0283027
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0283027
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11035
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02637056
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02488
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02488
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0495152
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0775438
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01128
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01847
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04101
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0778000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0791702
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0780667
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0780667
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05229
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0509750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1989350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2506894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3135910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1463054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt221114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt37409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1463054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt221114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt37409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0513325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11452404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2528008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3143319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities (Wells ST)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Publicly Traded Securities (Wells LT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Publicly Traded Securities (Merrill ST)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Publicly Traded Securities (Merrill LT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0495152
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0495152
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11035
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02394217
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016569224
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014186042
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016569224
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0765616
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0765616
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0765616
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0773370
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07754
IRS990PF/DistributableAmountGrp/TotalTaxAmt07754
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07754
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07754
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07754
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016962
IRS990PF/FMVAssetsEOYAmt016569242
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0110
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt018
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029687
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07726
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07726
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012515161
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014735947
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014735947
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt014186042
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt016662
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt09208
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt09208
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01624642
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01816361
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01816361
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014186152
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016569242
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016569242
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0110
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt018
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014186152
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016569242
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014186042
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016569224
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt015702941
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt048753
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015654188
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0235544

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Filings

Displayed year

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

Open filing
Assets
$16,569,242
Liabilities
$18
Net assets
$16,569,224
Revenue
$780,667
Expenses
$791,702
Net income
-$11,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.6$3.04$1.45$1.59
2023Detailed filing. Detailed filing data is available for this year.$24.7$0.01$24.7$1.90$1.06$0.83
2022Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.87$1.04$0.83
2021Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$1.04$1.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.82$0.83$0.00
2019Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.78$0.79$0.01
2018Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.45$0.80$0.65
2017Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.20$0.71$0.50
2016Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.87$0.64$0.23
2015Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.87$0.64$0.24