Civic Intelligence

The Community Foundation for Ocala Marion County Inc.

990 • Fiscal year 2017 • EIN 27-5098203

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

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

(352) 622-5020

Siviq Scores

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

Liabilities / Assets

60th percentile

0.17x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.46x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

34th percentile

-1.7%

Higher net margin than 34% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$76,608

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

61st percentile

7.1%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

309%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$1,408,209

Up $93,373 (+7.1%) from 2016

Net Assets

Up

$1,164,369

Up $32,115 (+2.8%) from 2016

Liabilities

Up

$243,840

Up $61,258 (+34%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin34th percentile

Revenue

Up

$535,780

Up $404,939 (+309%) from 2016

Expenses

Up

$544,653

Up $257,375 (+90%) from 2016

Net Income

Up

-$8,873

Up $147,564 (+94%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2017

Assets$1,408,209
Liabilities$243,840
Net Assets$1,164,369
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$535,780
Expenses$544,653
Net Income-$8,873
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$1,034,157
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
Investments Program Related$1,064,786$1,201,143▲ $136,357
Rtn Earn Endowment Incm Other Fnds$1,132,254$1,164,369▲ $32,115
Cash and Non-Interest-Bearing Accounts$32,087$113,713▲ $81,626
Savings and Temporary Cash Investments$214,620$90,114▼ $124,506
Accounts Receivable$2,337$2,377▲ $40
Land, Buildings, and Equipment, Net$756$612▼ $144
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,314,836$1,408,209▲ $93,373
Other Assets Total$250$250→ $0
Liabilities
Escrow Account Liability$172,652$230,694▲ $58,042
Accounts Payable and Accrued Expenses$9,930$13,146▲ $3,216
Total Liabilities$182,582$243,840▲ $61,258
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,132,254$1,164,369▲ $32,115
Total Liabilities and Net Assets / Fund Balance$1,314,836$1,408,209▲ $93,373

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$612$1,520$2,132
Investment Program Related Org$102,172--
Other Land Buildings$0--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Barbara FitosVice-Chair/SecretaryFT$76,608$76,608

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$458,448
Program Service Revenue
$800
Investment Income
$68,851
Other Revenue
$7,681
All Other Contributions
$458,448
Change in Net Assets
$-8,873

Audited Revenue Reconciliation

Revenue per Audited Statements
$535,780
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$41,109
Total Revenue per Audited Statements
$576,889
Total Revenue per Form 990
$535,780
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$422,690
Salaries, Compensation, and Employee Benefits$79,363
Other Expenses$42,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$335,937--$335,937
Grants to Domestic Individuals$86,753--$86,753
Current Officers, Directors, Trustees, and Key Employees-$73,483-$73,483
Fees for Services Accounting-$10,505-$10,505
Payroll Taxes-$5,880-$5,880
Occupancy-$5,400-$5,400
Fees for Services Legal-$3,200-$3,200
Fees for Services Other-$2,440-$2,440
Office Expenses-$2,035-$2,035
Travel-$1,607-$1,607
Insurance-$1,178-$1,178
Other Expenses-$450-$450
Depreciation Depletion-$144-$144
Total Functional Expenses$422,690$121,963$0$544,653

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$544,774
Expenses per Audited Statements$544,653
Total Expenses per Form 990$544,653
Expenses Not Reported on Form 990$121
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of OcalaOcala, FL501(c)(3)To Create an Art Park for Local Artists to Interact and Display Their Work$216,317
Horse Protection AssociationMicanopy, FL501(c)(3)To Support Local Horse Rescue$22,562
West Chester University FoundationWest Chester, PA501(c)(3)To Support the Foundation$20,000
United Way of Marion County IncOcala, FL501(c)(3)To Support United Way of Marion County, Inc.$10,000
Marion County Childrens Advocacy Center Inc Kimberly CenterOcala, FL501(c)(3)To Support Child Protection$7,850
Equine Land Conservation ResourceLexington, KY501(c)(3)To Support Land Conservation for Horses$7,563
Ihmc Fl Institute for Human and Mach CognitionPensacola, FL501(c)(3)To Support Technologies Aimed at Leveraging and Extending Human Capabilities$6,795
Ocala Symphony Orchestra IncOcala, FL-To Provide Assistance to the Ocala Symphony Orchestra$6,000
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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“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 2017.”

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

“Founding Chairman 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
3526225020
Address
116 S MAGNOLIA AVE SUITE 3 6, OCALA, FL 34471

Signing Officer

Name
Lauren Deiorio
Title
Executive Director
Phone
3526225020
Signed
2018-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Deiorio
Formed
2011
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part XI, line 9:

“EIN: 61-1674926 ACCELERATE OCALA FIRST STEPS FUND, LLC Subsidiary Expenses -120. Subsidiary Income 13,375.”

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Subsidiary revenue 13,375.”

Part XII, Line 2D - Other Adjustments:

“Subsidiary expenses 120. Rounding 1.”

Raw XML AppendixShowing 400 of 636 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/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide support for, and promote civic, cultural, community and economic development for the City of Ocala and Marion County, Florida.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt01164369
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt048332
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IRS990/NetUnrlzdGainsLossesInvstAmt027733
IRS990/NoncashContributionsAmt0850
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IRS990/OccupancyGrp/TotalAmt05400
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02035
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IRS990/OtherChangesInNetAssetsAmt013255
IRS990/OtherExpensesGrp/Desc0Bank fees
IRS990/OtherExpensesGrp/Desc1Staff development and t
IRS990/OtherExpensesGrp/Desc2Dues and subscriptions
IRS990/OtherExpensesGrp/Desc3Taxes and licenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013730
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11090
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2821
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3450
IRS990/OtherExpensesGrp/TotalAmt013730
IRS990/OtherExpensesGrp/TotalAmt11090
IRS990/OtherExpensesGrp/TotalAmt2821
IRS990/OtherExpensesGrp/TotalAmt3450
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IRS990/OtherRevenueMiscGrp/BusinessCd1900099
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IRS990/OtherRevenueMiscGrp/Desc1Other Income
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07481
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1200
IRS990/OtherRevenueTotalAmt07681
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05880
IRS990/PayrollTaxesGrp/TotalAmt05880
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAUREN DEIORIO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0800
IRS990/ProgSrvcAccomActy2Grp/Desc0Mrs. Angela Muns, a United States Airforce Lt. Colonel, was a registered nurse who served during World War II. Her love of her military service and of her chosen profession led to the establishment of a nursing scholarship to ensure that those wanting to excel in the field of nursing had the opportunity to obtain a nursing degree.Mrs. Muns and her husband had both received excellent healthcare in Ocala/Marion County. This scholarship trust was established in recognition of the exceptional care they received. The legacy scholarships not only enable students to pursue nursing degrees but post-graduation, the trust stipulates that they continue their career in an acute healthcare facility for up to an additional two years. Qualified applicants/recipients must be enrolled in a certified nursing program in Marion County and maintain a 3.0 GPA throughout the duration of their schooling. Since August 2016, 33 students have benefited from this scholarship opportunity.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt051000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt051000
IRS990/ProgSrvcAccomActy3Grp/Desc0The ARC Marion Foundation, Inc. was an organization established to philanthropically support ARC Marion Inc. and its programming that improves the care and training of individuals with developmental and/or intellectual disabilities in Ocala/Marion County. Upon their dissolution in 2014, the board of directors of ARC Marion Foundation established Scholarships to be administered in by the Community Foundation of Ocala/Marion County for the direct needs of individuals with intellectual and/or developmental disabilities at ARC Marion Inc. As of the end of 2017, the Community Foundation has administered $113,403 in total awards.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt035753
IRS990/ProgSrvcAccomActy3Grp/GrantAmt035753
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other including Horse Protection Association, West Chester University Foundation, United Way of Marion county, Kimberly Center and other local charities
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0119620
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0119620
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt077332
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0125518
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0146205
IRS990/PYInvestmentIncomeAmt0-2011
IRS990/PYOtherExpensesAmt055176
IRS990/PYOtherRevenueAmt07334
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-156437
IRS990/PYSalariesCompEmpBnftPaidAmt085897
IRS990/PYTotalExpensesAmt0287278
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0130841
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-8873
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01132254
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01164369
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0214620
IRS990/SavingsAndTempCashInvstGrp/EOYAmt090114
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0459448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0120443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0680323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0615712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0497215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02373141
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt068851
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0-2011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021189
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt046435
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0143474
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt068851
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0-2011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021189
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt046435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0143474
IRS990ScheduleA/InvestmentIncomeCYPct00.05620
IRS990ScheduleA/InvestmentIncomePYPct00.03260
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt07481
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07334
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt09578
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt06947
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt05398
IRS990ScheduleA/OtherIncome509Grp/TotalAmt036738
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct00.95460
IRS990ScheduleA/PublicSupportTotal509Amt02373141
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0615712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0497215
IRS990ScheduleA/Total509Grp/TotalAmt02373141
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0535780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0125766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0711090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0669094
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0511623
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02553353
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt0108632
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt0172652
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DistributionsDuringYearAmt050590
IRS990ScheduleD/EndingBalanceAmt0230694
IRS990ScheduleD/EquipmentGrp/BookValueAmt0612
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01520
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02132
IRS990ScheduleD/ExpensesNotReportedAmt0121
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0544653
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt045415
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1617263
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2416020
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt320273
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt4102172
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Short-term sweep
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Equities
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2Fixed
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3Certificate of Deposit
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4Diversified Strategies (Liquid Alts)
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,408,209
Liabilities
$243,840
Net assets
$1,164,369
Revenue
$535,780
Expenses
$544,653
Net income
-$8,873
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
2017Detailed filing. Detailed filing data is available for this year.$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