Civic Intelligence

The Epik Foundation Inc

990PF • Fiscal year 2017 • EIN 31-1714719

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
US Bank NA PO Box 1118Cincinnati, OH 45201-1118

(513) 632-4049

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

63rd percentile

6.8%

Faster asset growth than 63% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-55%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,529,141

Up $96,804 (+6.8%) from 2016

Net Assets

Up

$1,529,141

Up $96,804 (+6.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Down

$168,628

Down $205,527 (-55%) from 2016

Expenses

Down

$22,319

Down $73,708 (-77%) from 2016

Net Income

Down

$146,309

Down $131,819 (-47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $678,098Liabilities 2010: $0Net Assets 2010: $678,0982010Assets 2011: $699,119Liabilities 2011: $0Net Assets 2011: $699,1192011Assets 2012: $703,416Liabilities 2012: $0Net Assets 2012: $703,4162012Assets 2013: $841,761Liabilities 2013: $0Net Assets 2013: $841,7612013Assets 2014: $1,238,915Liabilities 2014: $0Net Assets 2014: $1,238,9152014Assets 2015: $1,404,118Liabilities 2015: $0Net Assets 2015: $1,404,1182015Assets 2016: $1,432,337Liabilities 2016: $0Net Assets 2016: $1,432,3372016Assets 2017: $1,529,141Liabilities 2017: $0Net Assets 2017: $1,529,1412017Assets 2019: $1,681,332Liabilities 2019: $0Net Assets 2019: $1,681,3322019Assets 2020: $1,483,611Liabilities 2020: $0Net Assets 2020: $1,483,6112020Assets 2021: $1,520,184Liabilities 2021: $0Net Assets 2021: $1,520,1842021Assets 2022: $1,481,747Liabilities 2022: $0Net Assets 2022: $1,481,7472022Assets 2023: $1,450,968Liabilities 2023: $0Net Assets 2023: $1,450,9682023Assets 2024: $1,440,179Liabilities 2024: $0Net Assets 2024: $1,440,1792024

Highlighted filing

2017

Assets$1,529,141
Liabilities$0
Net Assets$1,529,141
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $89,9402010Expenses 2011: $25,7202011Expenses 2012: $28,0292012Revenue 2013: $429,942Expenses 2013: $51,674Net Income 2013: $378,2682013Revenue 2014: $635,191Expenses 2014: $38,423Net Income 2014: $596,7682014Revenue 2015: $233,683Expenses 2015: $68,335Net Income 2015: $165,3482015Revenue 2016: $374,155Expenses 2016: $96,027Net Income 2016: $278,1282016Revenue 2017: $168,628Expenses 2017: $22,319Net Income 2017: $146,3092017Revenue 2019: $221,133Expenses 2019: $222,760Net Income 2019: -$1,6272019Revenue 2020: $214,341Expenses 2020: $413,234Net Income 2020: -$198,8932020Revenue 2021: $222,890Expenses 2021: $186,360Net Income 2021: $36,5302021Revenue 2022: $107,780Expenses 2022: $146,217Net Income 2022: -$38,4372022Revenue 2023: $187,076Expenses 2023: $217,059Net Income 2023: -$29,9832023Revenue 2024: $232,250Expenses 2024: $243,039Net Income 2024: -$10,7892024

Highlighted filing

2017

Revenue$168,628
Expenses$22,319
Net Income$146,309
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET L HOUSTONPresident, Trustee-$0--
PATRICIA K WOLFVice President, Trus-$0--
PAUL E SCHWARZSecretary, Trustee-$0--
JAMES A MCNEALTreasurer, Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVail Performing Arts AcademyPROGRAM SUPPORTPUBLICEdwards, CO, US$5,000
Paid GrantEmpty Stocking FundPROGRAM SUPPORTPUBLICSanta Fe, NM, US$5,000
Filing and Contact Details

Filer

Filer Name
The EPIK Foundation Inc
EIN
31-1714719
Phone
5136324049
Address
US Bank NA PO Box 1118, Cincinnati, OH 45201-1118

Signing Officer

Name
Janet L Houston
Title
President & Trustee
Phone
5136324049
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Strauss & Troy LPA
Address
150 E Fourth Street, Cincinnati, OH 45202
Preparer
Kenneth H Kinder Ii
Phone
5136212120
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-6731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-6731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt310762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.07 Shares DXC Technology Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1.80 Shares Frontier Communications
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2.06 Shares Micro Focus Intl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31050 Shares Staples Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-6828
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0146309
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt049846
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0341
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01578987
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01432337
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01529141
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0107982
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0107982
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0107982
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0108888
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0906
IRS990PF/DistributableAmountGrp/TotalTaxAmt0906
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03551
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0906
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-3551
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt01645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0906
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0906
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03551
IRS990PF/FMVAssetsEOYAmt02537054
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0120000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0120000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0116813
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01201148
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01183579
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02194679
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0384
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0443
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0443
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01432337
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01529141
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0110805
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0225119
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0225119
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01432337
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01529141
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02537054
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01432337
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01529141
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01432337
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01529141
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02210923
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0137293
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02073630
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt033164
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0108888
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02177759
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02210923
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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/PersonNm0JANET L HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICIA K WOLF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAUL E SCHWARZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES A MCNEAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President, Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT, TRUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary, Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer, Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0150 Fourth Street 4th Fl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1425 Walnut
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2255 East Fifth St Suite 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3815 Osprey Landing Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cincinnati
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Cincinnati
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Cincinnati
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Lakeland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd145202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd245202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333813
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt065705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt066158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt087429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt046653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt027135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt044069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.030171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.027898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.016165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.037029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.019207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02177759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01729350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01672252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01678588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01190113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0881085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt011770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.150855
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt011770
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011770
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt011770
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,529,141
Liabilities
$0
Net assets
$1,529,141
Revenue
$168,628
Expenses
$22,319
Net income
$146,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.23$0.24$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.19$0.22$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11$0.15$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.22$0.19$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.21$0.41$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.22$0.22$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.17$0.02$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.37$0.10$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.23$0.07$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.64$0.04$0.60
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.43$0.05$0.38
2012Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.09