Civic Intelligence

Harris & Frances Block Foundation Inc

990PF • Fiscal year 2017 • EIN 31-1784246

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

Organization Profile
c/o Betsy Chodorkoff 491 Ennis HillMarshfield, VT 05658

(802) 426-3806

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

16th percentile

0.01x

Higher debt load relative to revenue than 16% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

25th percentile

$50,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

54%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$12,636,707

Up $1,767,452 (+16%) from 2016

Net Assets

Up

$12,623,375

Up $1,756,358 (+16%) from 2016

Liabilities

Up

$13,332

Up $11,094 (+496%) from 2016

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin94th percentile

Revenue

Up

$2,252,983

Up $791,190 (+54%) from 2016

Expenses

Down

$610,145

Down $139,860 (-19%) from 2016

Net Income

Up

$1,642,838

Up $931,050 (+131%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$15M$10M$5.0M$0Assets 2011: $6,282,492Liabilities 2011: $1,196Net Assets 2011: $6,281,2962011Assets 2012: $6,682,260Liabilities 2012: $2,292Net Assets 2012: $6,679,9682012Assets 2013: $8,827,904Liabilities 2013: $22,893Net Assets 2013: $8,805,0112013Assets 2014: $10,206,638Liabilities 2014: $8,115Net Assets 2014: $10,198,5232014Assets 2015: $9,825,406Liabilities 2015: $4,132Net Assets 2015: $9,821,2742015Assets 2016: $10,869,255Liabilities 2016: $2,238Net Assets 2016: $10,867,0172016Assets 2017: $12,636,707Liabilities 2017: $13,332Net Assets 2017: $12,623,3752017Assets 2018: $12,352,897Liabilities 2018: $4,442Net Assets 2018: $12,348,4552018Assets 2019: $13,694,907Liabilities 2019: $30,000Net Assets 2019: $13,664,9072019Assets 2020: $13,681,934Liabilities 2020: $0Net Assets 2020: $13,681,9342020Assets 2021: $13,894,652Liabilities 2021: $7,877Net Assets 2021: $13,886,7752021Assets 2022: $12,019,748Liabilities 2022: $3,383Net Assets 2022: $12,016,3652022Assets 2023: $11,368,953Liabilities 2023: $31,241Net Assets 2023: $11,337,7122023Assets 2024: $11,241,629Liabilities 2024: $3,710Net Assets 2024: $11,237,9192024

Highlighted filing

2017

Assets$12,636,707
Liabilities$13,332
Net Assets$12,623,375
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $417,2332011Expenses 2012: $453,8452012Revenue 2013: $1,237,254Expenses 2013: $537,366Net Income 2013: $699,8882013Revenue 2014: $1,550,895Expenses 2014: $584,226Net Income 2014: $966,6692014Revenue 2015: $1,365,200Expenses 2015: $691,604Net Income 2015: $673,5962015Revenue 2016: $1,461,793Expenses 2016: $750,005Net Income 2016: $711,7882016Revenue 2017: $2,252,983Expenses 2017: $610,145Net Income 2017: $1,642,8382017Revenue 2018: $1,842,805Expenses 2018: $725,423Net Income 2018: $1,117,3822018Revenue 2019: $1,151,276Expenses 2019: $923,449Net Income 2019: $227,8272019Revenue 2020: $831,969Expenses 2020: $842,800Net Income 2020: -$10,8312020Revenue 2021: $1,527,408Expenses 2021: $981,191Net Income 2021: $546,2172021Revenue 2022: $405,102Expenses 2022: $1,094,441Net Income 2022: -$689,3392022Revenue 2023: $439,464Expenses 2023: $1,017,824Net Income 2023: -$578,3602023Revenue 2024: $617,067Expenses 2024: $1,035,325Net Income 2024: -$418,2582024

Highlighted filing

2017

Revenue$2,252,983
Expenses$610,145
Net Income$1,642,838
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETSY M CHODORKOFFEx. Director & TreasPT$50,000-$50,000
NANCY M SLUYSPresident-$0--
DIANE MAURER SCHATZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Harris & Frances Block Foundation Inc
EIN
31-1784246
Phone
8024263806
Address
c/o Betsy Chodorkoff 491 Ennis Hill, Marshfield, VT 05658

Signing Officer

Name
Elizabeth M Chodorkoff
Title
Executive Director
Phone
8024263806
Signed
2018-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Tapia & Huckabay PC
Address
PO Box 38, Vergennes, VT 05491
Preparer
William S Huckabay CPA
Phone
8028707086
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Apple Inc. 1,485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Automatic Data Processing Inc. 2,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Bar Harbor Bankshares, Inc. 9,240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Century Bancorp 3,830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Cisco Systems, Inc. 8,150
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CVS Health Corp. 3,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Exactech, Inc. 3,500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Expeditors International of Washington, Inc. 4,700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Genuine Parts Company 1,700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Gilead Sciences, Inc. 2,470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13High Mowing Seed Co. PFD 3,749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14HMS Holdings Corp. 12,000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Insperity Inc. 4,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Intuit Inc. 1,500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Koninklijke Ahold N.V. 9,788
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Novo-Nordisk 5,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NTT Docomo Inc. 4,420
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Sanofi 3,360
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Symantec Corp. 6,550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Telus Corp. 4,600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Education Realty Trust REIT 7,000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Income & Impact Fund, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Iroquois Valley Farmland REIT 165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Northeast Kingdom Tasting Center, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Patient Capital Collaborative '11, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Safer Made LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8The Lyme Forest Fund III TE LP
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01642838
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03802772
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01222469
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01362404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt018061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09283
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027451
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt062757
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt062857
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt03060
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0383
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt03825
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08345
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt035927
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0485890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt090579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0610145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01452983
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02252983
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt068591
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt090579
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0192846
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05649
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02579440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01209666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01209666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03789106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Publicly traded securities - LTCGD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Short term capital loss
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Section 1231 loss
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01222469
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-543
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01642838
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0113520
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012623375
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010867017
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012623375
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0555362
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0555362
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0555362
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0582610
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027248
IRS990PF/DistributableAmountGrp/TotalTaxAmt027248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0395
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013916
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt027248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt013916
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt027248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt027248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt013727
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013916
IRS990PF/FMVAssetsEOYAmt012636707
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01666
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt013332
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02681
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt07624
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02681
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02681
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0931
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0349896
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0504033
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0504033
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07693202
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07433826
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07433826
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt0572
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt07355
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt07355
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0263
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012702
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0264
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0264
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0776948
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01339229
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01339229
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0781670
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01086691
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01086691
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010869255
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012636707
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012636707
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02238
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt013332
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010869255
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012636707
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010867017
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012623375
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt010867017
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt012623375
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01246019
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02269983
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02269983
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011829654
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01035402
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010794252
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0177445
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0582610
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011652209
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011829654
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY M SLUYS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BETSY M CHODORKOFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DIANE MAURER SCHATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President

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Filings

Displayed year

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

Open filing
Assets
$12,636,707
Liabilities
$13,332
Net assets
$12,623,375
Revenue
$2,252,983
Expenses
$610,145
Net income
$1,642,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.62$1.04$0.42
2023Detailed filing. Detailed filing data is available for this year.$11.4$0.03$11.3$0.44$1.02$0.58
2022Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.41$1.09$0.69
2021Detailed filing. Detailed filing data is available for this year.$13.9$0.01$13.9$1.53$0.98$0.55
2020Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.83$0.84$0.01
2019Detailed filing. Detailed filing data is available for this year.$13.7$0.03$13.7$1.15$0.92$0.23
2018Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.3$1.84$0.73$1.12
2017Detailed filing. Detailed filing data is available for this year.$12.6$0.01$12.6$2.25$0.61$1.64
2016Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.46$0.75$0.71
2015Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.82$1.37$0.69$0.67
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.01$10.2$1.55$0.58$0.97
2013Detailed filing. Detailed filing data is available for this year.$8.83$0.02$8.81$1.24$0.54$0.70
2012Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.45
2011Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.42