Civic Intelligence

The Community Foundation for Ocala Marion County Inc.

990 • Fiscal year 2015 • EIN 27-5098203

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 13, 2016

Organization ProfileWWW.OCALAFOUNDATION.ORG
116 S Magnolia Ave Suite 3 6Ocala, FL 34471

(352) 804-0306

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.12x

Higher debt load relative to assets than 52% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

65th percentile

0.24x

Higher debt load relative to revenue than 65% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

26th percentile

-5.9%

Higher net margin than 26% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

57th percentile

$75,716

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

23rd percentile

-4.9%

Faster asset growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

5.9%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$1,406,496

Down $72,182 (-4.9%) from 2014

Net Assets

Down

$1,237,907

Down $74,546 (-5.7%) from 2014

Liabilities

Up

$168,589

Up $2,364 (+1.4%) from 2014

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin26th percentile

Revenue

Up

$708,440

Up $39,346 (+5.9%) from 2014

Expenses

Up

$750,319

Up $542,033 (+260%) from 2014

Net Income

Down

-$41,879

Down $502,687 (-109%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$15M$10M$5.0M$0Assets 2012: $591,891Liabilities 2012: $104,232Net Assets 2012: $487,6592012Assets 2013: $959,541Liabilities 2013: $103,309Net Assets 2013: $856,2322013Assets 2014: $1,478,678Liabilities 2014: $166,225Net Assets 2014: $1,312,4532014Assets 2015: $1,406,496Liabilities 2015: $168,589Net Assets 2015: $1,237,9072015Assets 2016: $1,314,836Liabilities 2016: $182,582Net Assets 2016: $1,132,2542016Assets 2017: $1,408,209Liabilities 2017: $243,840Net Assets 2017: $1,164,3692017Assets 2018: $1,658,370Liabilities 2018: $706,332Net Assets 2018: $952,0382018Assets 2019: $2,814,108Liabilities 2019: $1,756,902Net Assets 2019: $1,057,2062019Assets 2020: $4,726,075Liabilities 2020: $3,049,824Net Assets 2020: $1,676,2512020Assets 2021: $4,694,717Liabilities 2021: $2,415,161Net Assets 2021: $2,279,5562021Assets 2022: $4,816,064Liabilities 2022: $2,704,089Net Assets 2022: $2,111,9752022Assets 2024: $10,199,650Liabilities 2024: $4,106,868Net Assets 2024: $6,092,7822024

Highlighted filing

2015

Assets$1,406,496
Liabilities$168,589
Net Assets$1,237,907
Open 2015 Filing

Operations Trend

Revenue Growth56th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $121,1742012Revenue 2013: $511,623Expenses 2013: $146,468Net Income 2013: $365,1552013Revenue 2014: $669,094Expenses 2014: $208,286Net Income 2014: $460,8082014Revenue 2015: $708,440Expenses 2015: $750,319Net Income 2015: -$41,8792015Revenue 2016: $130,841Expenses 2016: $287,278Net Income 2016: -$156,4372016Revenue 2017: $535,780Expenses 2017: $544,653Net Income 2017: -$8,8732017Revenue 2018: $416,134Expenses 2018: $550,163Net Income 2018: -$134,0292018Revenue 2019: $738,171Expenses 2019: $740,455Net Income 2019: -$2,2842019Revenue 2020: $4,657,532Expenses 2020: $4,137,838Net Income 2020: $519,6942020Revenue 2021: $2,955,037Expenses 2021: $2,426,797Net Income 2021: $528,2402021Revenue 2022: $3,078,775Expenses 2022: $2,820,856Net Income 2022: $257,9192022Revenue 2024: $3,196,670Expenses 2024: $3,316,214Net Income 2024: -$119,5442024

Highlighted filing

2015

Revenue$708,440
Expenses$750,319
Net Income-$41,879
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 13, 2016
Return Version
2015v2.1
Gross Receipts
$708,440
Mission and Program Overview

Mission

To provide support for, and promote civic, cultural, community and economic development for the City of Ocala and Marion County, Florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,312,453$1,237,907▼ $74,546
Investments Program Related$697,306$1,148,564▲ $451,258
Savings and Temporary Cash Investments$774,584$246,386▼ $528,198
Cash and Non-Interest-Bearing Accounts$3,706$7,609▲ $3,903
Accounts Receivable-$2,274-
Land, Buildings, and Equipment, Net$1,288$919▼ $369
Intangible Assets$1,094$494▼ $600
Prepaid Expenses and Deferred Charges$450--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,478,678$1,406,496▼ $72,182
Other Assets Total$250$250→ $0
Liabilities
Other Liabilities$145,593$153,305▲ $7,712
Accounts Payable and Accrued Expenses$20,632$15,284▼ $5,348
Total Liabilities$166,225$168,589▲ $2,364
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,312,453$1,237,907▼ $74,546
Total Liabilities and Net Assets / Fund Balance$1,478,678$1,406,496▼ $72,182

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$919$1,213$2,132
Investment Program Related Org$112,929--
Other Land Buildings$0--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Barbara FitosExecutive Director/SecretaFT$75,716$75,716

Board Members and Trustees

NameTitle
Frank HennesseyChairman
Robert ReillyVice Chair/Treasurer
Bill ChambersDirector
Chester WeberDirector
Cindy VanHeydeDirector
Dr Lawrence McChesneyDirector
Jim SchniederDirector
Joan StearnsDirector
John KurtzDirector
Michael SiboniDirector
Rich BianculliDirector
Richard WattsDirector
Susan GillilandDirector
Whitfield M Palmer Jr Diane PalmerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$677,673
Program Service Revenue
$0
Investment Income
$21,189
Other Revenue
$9,578
All Other Contributions
$677,673
Change in Net Assets
$-41,879

Audited Revenue Reconciliation

Revenue per Audited Statements
$708,440
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-32,068
Total Revenue per Audited Statements
$676,372
Total Revenue per Form 990
$708,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$602,021
Salaries, Compensation, and Employee Benefits$81,840
Other Expenses$66,458
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$602,021--$602,021
Current Officers, Directors, Trustees, and Key Employees-$75,716-$75,716
Fees for Services Other-$17,612-$17,612
Fees for Services Accounting-$8,880-$8,880
Fees for Services Legal-$7,350-$7,350
Payroll Taxes-$6,124-$6,124
Office Expenses-$5,998-$5,998
Occupancy-$5,625-$5,625
Travel-$3,840-$3,840
Insurance-$2,200-$2,200
Depreciation Depletion-$969-$969
Other Expenses-$200-$200
Interest-$18-$18
Total Functional Expenses$602,021$148,298$0$750,319

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$750,918
Expenses per Audited Statements$750,319
Total Expenses per Form 990$750,319
Expenses Not Reported on Form 990$599
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ocala Symphony OrchestraOcala, FL-Capital Campaign$532,204
ARC of Marion County IncOcala, FL-To fund developmentally and intellectually disabled individuals the opportunity to receive services from ARC Marion, Inc.$29,094
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$119,772
Muns Trust Proceeds$33,533
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“Form 990 is reviewed by members of the Executive Committee prior to filing. A copy of the Form 990 is mailed to each member of the Board of Directors prior to submission.”

Form 990, Part VI, Section B, line 12C

“Conflict of interest statements were signed in 2012.”

Form 990, Part VI, Section B, line 15A

“Founding Chairman and President of local chamber of commerce determined the compensation of the Executive Director based on their prior experience with other community foundations.”

Form 990, Part VI, Section C, line 19

“The foundation makes its governing documents and financial statements available to the public upon request. This information is also available on the foundation's website.”

Filing and Contact Details

Filer

Filer Name
Community Foundation for Ocala
EIN
27-5098203
Phone
3528040306
Address
116 S MAGNOLIA AVE SUITE 3 6, OCALA, FL 34471

Signing Officer

Name
Barbara Fitos
Title
Executive Director
Phone
3528040306
Signed
2016-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Fitos
Formed
2011
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Duggan Joiner & Company CPA's
Address
334 NW 3rd Avenue, Ocala, FL 34475
Preparer
Patricia Lancaster CPA
Phone
3527320171
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“EIN: 61-1674926 ACCELLERATE OCALA FIRST STEPS FUND, LLC Subsidiary Expenses -599. Subsidiary Income -1,126.”

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Subsidiary revenue -1,126.”

Part XII, Line 2D - Other Adjustments:

“Subsidiary expenses 599.”

Raw XML AppendixShowing 400 of 568 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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IRS990/NetUnrlzdGainsLossesInvstAmt0-30942
IRS990/NoncashContributionsAmt07350
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05625
IRS990/OccupancyGrp/TotalAmt05625
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05998
IRS990/OfficeExpensesGrp/TotalAmt05998
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0250
IRS990/OtherAssetsTotalGrp/EOYAmt0250
IRS990/OtherChangesInNetAssetsAmt0-1725
IRS990/OtherExpensesGrp/Desc0Bank fees
IRS990/OtherExpensesGrp/Desc1Dues and subscriptions
IRS990/OtherExpensesGrp/Desc2Staff development and t
IRS990/OtherExpensesGrp/Desc3Taxes and licenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010907
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12249
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2610
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3200
IRS990/OtherExpensesGrp/TotalAmt010907
IRS990/OtherExpensesGrp/TotalAmt12249
IRS990/OtherExpensesGrp/TotalAmt2610
IRS990/OtherExpensesGrp/TotalAmt3200
IRS990/OtherLiabilitiesGrp/BOYAmt0145593
IRS990/OtherLiabilitiesGrp/EOYAmt0153305
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Donor advised fund fee
IRS990/OtherRevenueMiscGrp/Desc1Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08797
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1781
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08797
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1781
IRS990/OtherRevenueTotalAmt09578
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06124
IRS990/PayrollTaxesGrp/TotalAmt06124
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0450
IRS990/PrincipalOfficerNm0BARBARA FITOS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ARC of Marion County, Inc.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt029094
IRS990/ProgSrvcAccomActy2Grp/GrantAmt029094
IRS990/ProgSrvcAccomActy3Grp/Desc0Other including United Way of Marion County, Horse Protection Association, Marion County Public Schools and other local charities
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt040723
IRS990/ProgSrvcAccomActy3Grp/GrantAmt040723
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0615712
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt063334
IRS990/PYInvestmentIncomeAmt046435
IRS990/PYOtherExpensesAmt059491
IRS990/PYOtherRevenueAmt06947
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0460808
IRS990/PYSalariesCompEmpBnftPaidAmt085461
IRS990/PYTotalExpensesAmt0208286
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0669094
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-41879
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01312453
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01237907
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0774584
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0246386
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0680323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0615712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0497215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0483330
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0220000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02496580
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021189
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt046435
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07317
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt083978
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021189
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt046435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07317
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt083978
IRS990ScheduleA/InvestmentIncomeCYPct00.03220
IRS990ScheduleA/InvestmentIncomePYPct00.03310
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt09578
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt06947
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt05398
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02895
IRS990ScheduleA/OtherIncome509Grp/TotalAmt024818
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95820
IRS990ScheduleA/PublicSupportPY509Pct00.95880
IRS990ScheduleA/PublicSupportTotal509Amt02496580
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0680323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0615712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0497215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0483330
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0220000
IRS990ScheduleA/Total509Grp/TotalAmt02496580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0711090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0669094
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0511623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0493542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0220027
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02605376
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/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt0208531
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt0138811
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DistributionsDuringYearAmt0200819
IRS990ScheduleD/EndingBalanceAmt0146523
IRS990ScheduleD/EquipmentGrp/BookValueAmt0919
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01213
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02132
IRS990ScheduleD/ExpensesNotReportedAmt0599
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0750319
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt024146
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt149348
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2498544
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3463597
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt4112929
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Short-term sweep
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Balanced Funds
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2Equities
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3Fixed
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4International
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4F

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,406,496
Liabilities
$168,589
Net assets
$1,237,907
Revenue
$708,440
Expenses
$750,319
Net income
-$41,879
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$4.11$6.09$3.20$3.32$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$2.70$2.11$3.08$2.82$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$2.42$2.28$2.96$2.43$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$3.05$1.68$4.66$4.14$0.52
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$1.76$1.06$0.74$0.74$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.71$0.95$0.42$0.55$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.24$1.16$0.54$0.54$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.18$1.13$0.13$0.29$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.17$1.24$0.71$0.75$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.17$1.31$0.67$0.21$0.46
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.10$0.86$0.51$0.15$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.10$0.49$0.12