Civic Intelligence

The Reis Foundation Inc

990PF • Fiscal year 2018 • EIN 31-1486993

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 08, 2018

Organization Profile
One Wagon LnRolling Hills, CA 90274

(941) 552-5544

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

92nd percentile

63%

Higher net margin than 92% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

362%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$13,305,681

Up $2,234,921 (+20%) from 2017

Net Assets

Up

$13,305,681

Up $2,237,617 (+20%) from 2017

Liabilities

Down

$0

Down $2,696 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin92nd percentile

Revenue

Up

$3,541,296

Up $2,775,550 (+362%) from 2017

Expenses

Up

$1,303,679

Up $182,685 (+16%) from 2017

Net Income

Up

$2,237,617

Up $2,592,865 (+730%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $12,309,662Liabilities 2011: $0Net Assets 2011: $12,309,6622011Assets 2012: $12,921,970Liabilities 2012: $0Net Assets 2012: $12,921,9702012Assets 2013: $11,558,740Liabilities 2013: $0Net Assets 2013: $11,558,7402013Assets 2014: $11,904,466Liabilities 2014: $0Net Assets 2014: $11,904,4662014Assets 2015: $11,987,700Liabilities 2015: $0Net Assets 2015: $11,987,7002015Assets 2016: $11,423,312Liabilities 2016: $0Net Assets 2016: $11,423,3122016Assets 2017: $11,070,760Liabilities 2017: $2,696Net Assets 2017: $11,068,0642017Assets 2018: $13,305,681Liabilities 2018: $0Net Assets 2018: $13,305,6812018Assets 2019: $13,526,092Liabilities 2019: $0Net Assets 2019: $13,526,0922019Assets 2020: $15,722,031Liabilities 2020: $2,500Net Assets 2020: $15,719,5312020Assets 2021: $16,025,829Liabilities 2021: $0Net Assets 2021: $16,025,8292021Assets 2022: $13,969,236Liabilities 2022: $4,000Net Assets 2022: $13,965,2362022Assets 2023: $13,110,336Liabilities 2023: $32Net Assets 2023: $13,110,3042023Assets 2024: $12,424,179Liabilities 2024: $782Net Assets 2024: $12,423,3972024

Highlighted filing

2018

Assets$13,305,681
Liabilities$0
Net Assets$13,305,681
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $1,152,4792011Expenses 2012: $154,1762012Expenses 2013: $1,948,3472013Revenue 2014: $567,943Expenses 2014: $222,217Net Income 2014: $345,7262014Revenue 2015: $522,798Expenses 2015: $439,564Net Income 2015: $83,2342015Revenue 2016: -$214,895Expenses 2016: $349,493Net Income 2016: -$564,3882016Revenue 2017: $765,746Expenses 2017: $1,120,994Net Income 2017: -$355,2482017Revenue 2018: $3,541,296Expenses 2018: $1,303,679Net Income 2018: $2,237,6172018Revenue 2019: $1,354,466Expenses 2019: $1,134,055Net Income 2019: $220,4112019Revenue 2020: $3,748,167Expenses 2020: $1,554,728Net Income 2020: $2,193,4392020Revenue 2021: $2,484,382Expenses 2021: $2,178,084Net Income 2021: $306,2982021Revenue 2022: $986,904Expenses 2022: $3,047,497Net Income 2022: -$2,060,5932022Revenue 2023: $376,157Expenses 2023: $1,231,089Net Income 2023: -$854,9322023Revenue 2024: $1,640,039Expenses 2024: $2,326,946Net Income 2024: -$686,9072024

Highlighted filing

2018

Revenue$3,541,296
Expenses$1,303,679
Net Income$2,237,617
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Perryn ReisVice President-$0--
Blythe G ReisSecretary-$0--
Pamela P ReisPresident-$0--
Kyle C ReisChairman &Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Reis Foundation Inc
EIN
31-1486993
Phone
9415525544
Address
One Wagon Ln, Rolling Hills, CA 90274

Signing Officer

Name
Pamela P Reis
Title
President
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Christopher Smith Leonard Etal
Address
1515 Ringling Blvd Suite 900, Sarasota, FL 34236
Preparer
Susan O Thompson
Phone
9419544040
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt044424
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03105727
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03513013
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06940
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06940
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06692
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01278900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017684
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01303679
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03530697
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03541296
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017684
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027179
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01652
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02783465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23988016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31151751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03202758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-101653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03202758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-101653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05986223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23988076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31050098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CASH IN LIEU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03105727
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-101565
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02237617
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013305681
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011068064
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013305681
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0994146
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0994146
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0994146
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01029276
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt035130
IRS990PF/DistributableAmountGrp/TotalTaxAmt035130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt035130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt035130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt035130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt027530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07600
IRS990PF/FMVAssetsEOYAmt020766725
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02696
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06027
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08624
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08624
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04498974
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04476705
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09889419
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07747509
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015230827
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02584
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt038830
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt038830
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt011068064
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013305681
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0322730
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0554484
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0554484
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011070760
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013305681
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020766725
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02696
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011070760
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013305681
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011068064
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013305681
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0850000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0457260
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0457255
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020899006
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0820240
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020078766
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0313485
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01029276
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020585521
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020899006
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Perryn Reis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Blythe G Reis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Pamela P Reis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kyle C Reis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Chairman &Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0One Wagon Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1One Wagon Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2One Wagon Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3One Wagon Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Rolling Hills
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Rolling Hills
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Rolling Hills
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Rolling Hills
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090274
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190274
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290274
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd390274
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01109848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01144978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01097332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0326740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0415816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0211550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01883845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.01951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.02438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.01366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.15319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt035130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt020585521

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,305,681
Liabilities
$0
Net assets
$13,305,681
Revenue
$3,541,296
Expenses
$1,303,679
Net income
$2,237,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.00$12.4$1.64$2.33$0.69
2023Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.38$1.23$0.85
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$0.99$3.05$2.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$0.00$16.0$2.48$2.18$0.31
2020Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$3.75$1.55$2.19
2019Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.35$1.13$0.22
2018Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$3.54$1.30$2.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.00$11.1$0.77$1.12$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.00$11.4$0.21$0.35$0.56
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$0.52$0.44$0.08
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.57$0.22$0.35
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$1.95
2012Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.15
2011Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$1.15