Civic Intelligence

The Reis Foundation Inc

990PF • Fiscal year 2020 • EIN 31-1486993

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 02, 2020

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

90th percentile

59%

Higher net margin than 90% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

74th percentile

16%

Faster asset growth than 74% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

177%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$15,722,031

Up $2,195,939 (+16%) from 2019

Net Assets

Up

$15,719,531

Up $2,193,439 (+16%) from 2019

Liabilities

Up

$2,500

Up $2,500 from 2019

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin90th percentile

Revenue

Up

$3,748,167

Up $2,393,701 (+177%) from 2019

Expenses

Up

$1,554,728

Up $420,673 (+37%) from 2019

Net Income

Up

$2,193,439

Up $1,973,028 (+895%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2020

Assets$15,722,031
Liabilities$2,500
Net Assets$15,719,531
Open 2020 Filing

Operations Trend

Revenue Growth95th 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

2020

Revenue$3,748,167
Expenses$1,554,728
Net Income$2,193,439
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay24th 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
Phone
9415525544
Signed
2020-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Christopher Smith Leonard Et Al
Address
101 E KENNEDY BLVD SUITE 1460, TAMPA, FL 33602
Preparer
Susan O Thompson
Phone
8134904490
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013407
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04066309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12031065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03260551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03260551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07326860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12031065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03260552
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02193439
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015719531
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013526092
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015719531
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01050871
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01050871
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01050871
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01088219
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt037348
IRS990PF/DistributableAmountGrp/TotalTaxAmt037348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt037348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt037348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt037348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt024037
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013311
IRS990PF/FMVAssetsEOYAmt022716062
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt013809
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt067156
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt067156
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05091844
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05104648
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05202528
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07622891
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05658742
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012554893
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0434494
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0305881
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0305881
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013526092
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt015719531
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0252594
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04504726
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04504726
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013526092
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015722031
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt022716062
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013526092
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015722031
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013526092
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015719531
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0110460
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt080878
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt080878
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt022095826
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0269147
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021826679
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0331437
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01088219
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt021764389
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt022095826
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
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/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0928273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0965621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01051016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01243770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01097332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0326740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0415816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.060420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.058824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.019512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.024383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt037348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt021764389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt020971229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt020585521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt018654407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt016745799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt017053172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01530700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.213256
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01493352
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01530700
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt037348
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01530700
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,722,031
Liabilities
$2,500
Net assets
$15,719,531
Revenue
$3,748,167
Expenses
$1,554,728
Net income
$2,193,439
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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