Civic Intelligence

Cement and Concrete Workers Scholarship Fund

990 • Fiscal year 2019 • EIN 30-6082178

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 05, 2020

35-30 Francis Lewis Blvd No 201Flushing, NY 11358

(718) 762-6133

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.08x

Higher debt load relative to revenue than 50% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$280,962

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 78.2% of source-year revenue.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Asset Growth

70th percentile

15%

Faster asset growth than 70% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-20%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,387,133

Up $333,398 (+16%) from 2017

Net Assets

Up

$2,358,528

Up $330,764 (+16%) from 2017

Liabilities

Up

$28,605

Up $2,634 (+10%) from 2017

Revenue

Up

$359,401

Up $3,598 (+1.0%) from 2017

Expenses

Up

$280,998

Up $103,772 (+59%) from 2017

Net Income

Down

$78,403

Down $100,174 (-56%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $772,851Liabilities 2010: $8,000Net Assets 2010: $764,8512010Assets 2011: $836,962Liabilities 2011: $154,500Net Assets 2011: $682,4622011Assets 2012: $1,046,735Liabilities 2012: $172,500Net Assets 2012: $874,2352012Assets 2013: $1,222,444Liabilities 2013: $187,500Net Assets 2013: $1,034,9442013Assets 2014: $1,371,260Liabilities 2014: $183,625Net Assets 2014: $1,187,6352014Assets 2015: $1,451,899Liabilities 2015: $251,275Net Assets 2015: $1,200,6242015Assets 2016: $1,777,635Liabilities 2016: $266,400Net Assets 2016: $1,511,2352016Assets 2017: $2,053,735Liabilities 2017: $25,971Net Assets 2017: $2,027,7642017Assets 2019: $2,387,133Liabilities 2019: $28,605Net Assets 2019: $2,358,5282019Assets 2020: $2,535,108Liabilities 2020: $13,177Net Assets 2020: $2,521,9312020Assets 2021: $2,735,907Liabilities 2021: $33,574Net Assets 2021: $2,702,3332021Assets 2024: $2,662,807Liabilities 2024: $20,533Net Assets 2024: $2,642,2742024

Highlighted filing

2019

Assets$2,387,133
Liabilities$28,605
Net Assets$2,358,528

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $91,5172010Expenses 2011: $126,0442011Expenses 2012: $125,4882012Revenue 2013: $288,145Expenses 2013: $125,204Net Income 2013: $162,9412013Revenue 2014: $300,589Expenses 2014: $148,561Net Income 2014: $152,0282014Revenue 2015: $342,241Expenses 2015: $232,964Net Income 2015: $109,2772015Revenue 2016: $319,815Expenses 2016: $92,658Net Income 2016: $227,1572016Revenue 2017: $355,803Expenses 2017: $177,226Net Income 2017: $178,5772017Revenue 2019: $359,401Expenses 2019: $280,998Net Income 2019: $78,4032019Revenue 2020: $270,930Expenses 2020: $288,346Net Income 2020: -$17,4162020Revenue 2021: $456,501Expenses 2021: $296,245Net Income 2021: $160,2562021Revenue 2024: $446,459Expenses 2024: $352,436Net Income 2024: $94,0232024

Highlighted filing

2019

Revenue$359,401
Expenses$280,998
Net Income$78,403
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 5, 2020
Return Version
2019v5.1
Gross Receipts
$1,611,628
Mission and Program Overview

Mission

To provide scholarships for the dependents of union members of the cement and concrete workers district council.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,445,443$1,728,035▲ $282,592
Cash and Non-Interest-Bearing Accounts$491,831$506,542▲ $14,711
Prepaid Expenses and Deferred Charges$97,500$116,250▲ $18,750
Accounts Receivable$30,000$30,000→ $0
Total Assets$2,075,373$2,387,133▲ $311,760
Other Assets Total$10,599$6,306▼ $4,293
Liabilities
Other Liabilities$5,094$14,785▲ $9,691
Accounts Payable and Accrued Expenses$8,555$13,820▲ $5,265
Total Liabilities$13,649$28,605▲ $14,956
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,061,724$2,358,528▲ $296,804
Total Net Assets Fund Balance$2,061,724$2,358,528▲ $296,804
Total Liabilities and Net Assets / Fund Balance$2,075,373$2,387,133▲ $311,760
Compensation and Service Providers

Board Members and Trustees

NameTitle
Eric LeeEmp Trustee
KEVIN O'BRIENEmp Trustee
Michael SalgoEmp Trustee
Angelo AngeloneUnion Trustee
Anthony AmellaUnion Trustee
John PetersUnion Trustee
KIERAN O'SULLIVANUnion Trustee
Abby KaplanAssistant Fund Administrator
Margaret BowenFund Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$141,430
Program Service Revenue
$130,743
Investment Income
$68,778
Other Revenue
$18,450
Change in Net Assets
$78,403

Audited Revenue Reconciliation

Revenue per Audited Statements
$343,084
Revenue Not Reported on Financial Statements
$16,317
Revenue Not Reported on Form 990
$310,141
Total Revenue per Audited Statements
$653,225
Total Revenue per Form 990
$359,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$232,215
Other Expenses$48,783
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$232,215--$232,215
Fees for Service Investment Mgmnt Fees-$16,317-$16,317
Other Expenses-$13,570-$13,570
Fees for Services Accounting-$8,500-$8,500
Fees for Services Legal-$6,652-$6,652
Fees for Services Other-$2,475-$2,475
Office Expenses-$1,269-$1,269
Total Functional Expenses$232,215$48,783$0$280,998

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$356,421
Total Expenses per Form 990$280,998
Expenses per Audited Statements$264,681
Expenses Not Reported on Form 990$91,740
Expenses Not Reported on Financial Statements$16,317
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$91,740
Fundraising Gross Income$91,740
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$233,170$91,740$21,939$69,801
Total Events$233,170$91,740$91,740$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
Due to Related Organizations$12,603
Net Trades Pending Settlement$2,182
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
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 11B

A copy of form 990 is provided to all voting members of the governing body and reviewed at a regularly scheduled board meeting prior to submission.

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

As required by the fund's policy and by erisa, officers, directors, and key employees have a continuous obligation to report potential conflicts of interest.

Form 990, Part VI, Section C, Line 19

Documents are available to the public to the extent required by law. Participants may view documents at the fund office upon request.

Filing and Contact Details

Filer

Filer Name
Cement and Concrete Workers Scholarship
EIN
30-6082178
Phone
7187626133
Address
35-30 FRANCIS LEWIS BLVD NO 201, FLUSHING, NY 11358

Signing Officer

Name
Angelo Angelone
Title
Union Trustee
Phone
7187626133
Signed
2020-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Bowen
Formed
2004
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
12
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising income 91,740.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expense 91,740.

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0130743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0169777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0200024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0188775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0164205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0853524
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt040186
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt032814
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt046689
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt039891
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt057533
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0217113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt040186
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt032814
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt046689
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt039891
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt057533
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0217113
IRS990ScheduleA/InvestmentIncomeCYPct00.19590
IRS990ScheduleA/InvestmentIncomePYPct00.18090
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt018450
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt016407
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt037857
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77000
IRS990ScheduleA/PublicSupportPY509Pct00.79010
IRS990ScheduleA/PublicSupportTotal509Amt0853524
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0130743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0169777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0200024
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0188775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0164205
IRS990ScheduleA/Total509Grp/TotalAmt0853524
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0189379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0218998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0246713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0228666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0224738
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01108494
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt091740
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt016317
IRS990ScheduleD/ExpensesSubtotalAmt0264681
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt016317
IRS990ScheduleD/InvestmentExpensesNotIncldAmt016317
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0218401
IRS990ScheduleD/OtherExpensesIncludedAmt091740
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02182
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt112603
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NET TRADES PENDING SETTLEMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/OtherRevenueAmt091740
IRS990ScheduleD/RevenueNotReportedAmt0310141
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt016317
IRS990ScheduleD/RevenueSubtotalAmt0343084
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING INCOME 91,740.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 91,740.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0280998
IRS990ScheduleD/TotalLiabilityAmt014785
IRS990ScheduleD/TotalRevenuePerForm990Amt0359401
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0653225
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0356421
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0141430
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0141430
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt091740
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0233170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0233170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt091740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt091740
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt014461
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt014461
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021939
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021939
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt055340
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt055340
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0247500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt033
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES AN INDEPENDENT AND PROFESSIONAL EDUCATIONAL ORGANIZATION TO EVALUATE SCHOLARSHIP APPLICANTS. THEY WILL ALSO PROCESS ALL APPLICATIONS, SCREEN APPLICANTS, AND SELECT WINNERS OF THE AWARDS AND, THEREAFTER, MAINTAIN THE RULES OF THE PROGRAM THROUGHOUT THE STUDENT'S COLLEGE CAREER. THE AWARD WINNERS CAN USE THE SCHOLARSHIP ONLY IF ACCEPTED AT AN ACCREDITED TWO-YEAR OR FOUR-YEAR COLLEGE OR UNIVERSITY ACCEPTED BY THE ORGANIZATION AND ARE ENROLLED IN A COURSE OF STUDY LEADING TO A DEGREE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV- ADDITIONAL SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0244385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1161451
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt032817
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt126292
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt03760
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt14056
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARGARET BOWEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ABBY KAPLAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ASSISTANT FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0280962
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1191799
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.02$2.64$0.45$0.35$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.03$2.70$0.46$0.30$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.01$2.52$0.27$0.29$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.39$0.03$2.36$0.36$0.28$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.03$2.03$0.36$0.18$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.27$1.51$0.32$0.09$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.25$1.20$0.34$0.23$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.18$1.19$0.30$0.15$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.19$1.03$0.29$0.13$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.17$0.87$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.15$0.68$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.01$0.76$0.09
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