Civic Intelligence

Endowment Growth Fund of Maumee Valley Country Day Schools

990 • Fiscal year 2015 • EIN 34-1779469

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

Organization ProfileN/A
1715 S Reynolds RdToledo, OH 43614

(419) 381-1313

Siviq Scores

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

Liabilities / Assets

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

73rd percentile

0.39x

Higher debt load relative to revenue than 73% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

6th percentile

-54%

Higher net margin than 6% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$232,441

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 92.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

21st percentile

-5.4%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-21%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$2,826,794

Down $162,885 (-5.4%) from 2014

Net Assets

Down

$2,728,702

Down $260,977 (-8.7%) from 2014

Liabilities

Up

$98,092

Up $98,092 from 2014

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin6th percentile

Revenue

Down

$251,571

Down $67,040 (-21%) from 2014

Expenses

Down

$387,338

Down $121,038 (-24%) from 2014

Net Income

Up

-$135,767

Up $53,998 (+28%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,693,372Liabilities 2011: $0Net Assets 2011: $3,693,3722011Assets 2012: $3,254,135Liabilities 2012: $0Net Assets 2012: $3,254,1352012Assets 2013: $3,056,818Liabilities 2013: $0Net Assets 2013: $3,056,8182013Assets 2014: $2,989,679Liabilities 2014: $0Net Assets 2014: $2,989,6792014Assets 2015: $2,826,794Liabilities 2015: $98,092Net Assets 2015: $2,728,7022015Assets 2016: $2,628,629Liabilities 2016: $41,537Net Assets 2016: $2,587,0922016Assets 2017: $2,801,290Liabilities 2017: $29,037Net Assets 2017: $2,772,2532017Assets 2018: $3,164,623Liabilities 2018: $0Net Assets 2018: $3,164,6232018Assets 2019: $2,854,163Liabilities 2019: $116,988Net Assets 2019: $2,737,1752019Assets 2020: $2,344,961Liabilities 2020: $818,070Net Assets 2020: $1,526,8912020Assets 2021: $2,911,292Liabilities 2021: $941,817Net Assets 2021: $1,969,4752021Assets 2022: $2,386,013Liabilities 2022: $1,024,121Net Assets 2022: $1,361,8922022Assets 2023: $2,553,056Liabilities 2023: $936,121Net Assets 2023: $1,616,9352023Assets 2024: $2,871,030Liabilities 2024: $901,372Net Assets 2024: $1,969,6582024

Highlighted filing

2015

Assets$2,826,794
Liabilities$98,092
Net Assets$2,728,702
Open 2015 Filing

Operations Trend

Revenue Growth14th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $369,1552011Expenses 2012: $384,4572012Expenses 2013: $856,2342013Revenue 2014: $318,611Expenses 2014: $508,376Net Income 2014: -$189,7652014Revenue 2015: $251,571Expenses 2015: $387,338Net Income 2015: -$135,7672015Revenue 2016: $74,333Expenses 2016: $177,908Net Income 2016: -$103,5752016Revenue 2017: $219,019Expenses 2017: $175,308Net Income 2017: $43,7112017Revenue 2018: $478,796Expenses 2018: $209,607Net Income 2018: $269,1892018Revenue 2019: $216,181Expenses 2019: $699,106Net Income 2019: -$482,9252019Revenue 2020: $136,015Expenses 2020: $1,199,810Net Income 2020: -$1,063,7952020Revenue 2021: $55,384Expenses 2021: $156,272Net Income 2021: -$100,8882021Revenue 2022: $0Expenses 2022: $161,570Net Income 2022: -$161,5702022Revenue 2023: $61,878Expenses 2023: $11,899Net Income 2023: $49,9792023Revenue 2024: $426,268Expenses 2024: $13,083Net Income 2024: $413,1852024

Highlighted filing

2015

Revenue$251,571
Expenses$387,338
Net Income-$135,767
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$1,396,480
Mission and Program Overview

Mission

The sole purpose of the endowment growth fund is to support the Maumee Valley Country Day School.

See schedule o.the sole purpose of the endowment growth fund is to support the maumee valley country day school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$1,924,851-
Investments in Publicly Traded Securities$2,955,043$866,646▼ $2,088,397
Pledges and Grants Receivable$34,636$23,838▼ $10,798
Savings and Temporary Cash Investments-$11,459-
Total Assets$2,989,679$2,826,794▼ $162,885
Liabilities
Other Liabilities$0$98,092▲ $98,092
Total Liabilities$0$98,092▲ $98,092
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,989,679$2,728,702▼ $260,977
Total Net Assets Fund Balance$2,989,679$2,728,702▼ $260,977
Total Liabilities and Net Assets / Fund Balance$2,989,679$2,826,794▼ $162,885

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$300,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,955,043-▲ $12,600-$2,802,955
2013$3,011,898-▼ $42,731-$2,955,043
2012$3,199,421-▼ $175,093-$3,011,898
2011$3,601,880-▼ $389,540-$3,199,421
2010$3,102,128-▲ $513,562-$3,601,880
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
Dan KarnsDirector of Advancement$140,430$140,430
Kim SpurgeonDirector of Finance$116,200$116,200

Board Members and Trustees

NameTitle
Dean KasperzakChairman
Fred DeichertPresident
Scott ParryVice Chairman
Betsy KelseyTrustee
Bradford Koles JrTrustee
Daniel StranahanTrustee
Dennis HolmanTrustee
Fritz ByersTrustee
James J Secor IiiTrustee
Jeffrey TwymanTrustee
John BearssTrustee
M Ann SanfordTrustee
Mike BrileyTrustee
Nan MillerTrustee
Ned LakshmipathyTrustee
Stephen FosterTrustee
Steve HickeyTrustee
William FosterTrustee
Gary BoehmHead of School
Barton WagenmanSecretary
Amy YustickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$113,761
Program Service Revenue
$0
Investment Income
$137,810
Other Revenue
$0
All Other Contributions
$113,761
Change in Net Assets
$-135,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$372,650
Other Expenses$14,688
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$372,650--$372,650
Fees for Service Investment Mgmnt Fees$14,688--$14,688
Total Functional Expenses$387,338$0$0$387,338
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Maumee Valley Country Day SchoolToledo, OH501(c)(3)To Support the Operations of Maumee Valley Country Day School$372,560
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$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
Payable to Related Party$98,092
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The 990 is reviewed by the director of finance and head of the school from the related entity maumee valley country day school. The return is then presented to the finance committee. The entire baord is then informed that the 990 is available for their review if requested.”

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

“The policy is reviewed annually at the meeting of all trustees and officers.”

Form 990, Part VI, Section C, Line 19

“The endowment growth fund of maumee valley country day schools makes available the governing documents, conflict of interest policy, and the financial statements to the public upon request. All donors, as well as students, alumnae, and family of alumnae, receive an annual fund report yearly.”

Filing and Contact Details

Filer

Filer Name
Endowment Growth Fund of
EIN
34-1779469
Phone
4193811313
Address
1715 S REYNOLDS RD, TOLEDO, OH 43614

Signing Officer

Name
Gary Boehm
Title
Head of School
Phone
4193811313
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Boehm
Formed
1994
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
20

Preparer

Firm
Gilmore Jasion Mahler Ltd
Address
1715 INDIAN WOOD CIRCLE STE 100, MAUMEE, OH 43537
Preparer
Heidi Ferguson
Phone
4197942000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process used has not changed.”

Financial Statement Notes

PART V, LINE 4:

“The earnings on endowment funds are used for various operations of the maumee valley country day school, including distributions for financial aid, faculty development, fine arts maintenance, and general operations. The end use of the funds distributed is determined based on the donor's restrictions.”

PART X, LINE 2:

“The school is recognized as a nonprofit organization that is exempt from federal income taxes under section 501(c)(3) of the internal revenue code, and is exempt from similar state and local taxes. The school analyzes its income tax filing positions in the federal and state jurisdictions where the entity is required to file income tax returns, as well as open tax years in these jurisdictions. The school also treats interest and penalties attributable to income taxes, and reflects any charges for such, to the extent they arise, as a component of its administration and support expenses. The school has evaluated uncertain income tax positions for all open tax years and believes there are no uncertain tax positions of significance that are required to be recorded or disclosed in these financial statements.”

Raw XML AppendixShowing 400 of 584 raw XML fields

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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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt20HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF ADVANCEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt044435
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt0372650
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0372650
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0372650
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01189344
IRS990/GrossReceiptsAmt01396480
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt093375
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt093375
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01924851
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02955043
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0866646
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01144909
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SOLE PURPOSE OF THE ENDOWMENT GROWTH FUND IS TO SUPPORT THE MAUMEE VALLEY COUNTRY DAY SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02989679
IRS990/NetAssetsOrFundBalancesEOYAmt02728702
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt044435
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt044435
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-125210
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt098092
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02989679
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02728702
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt034636
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt023838
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GARY BOEHM
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt070621
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0247990
IRS990/PYOtherExpensesAmt0508376
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-189765
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0508376
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0318611
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-135767
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011459
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FILING ORGANIZATION'S GOVERNING DOCUMENT SPECIFICALLY RESTRICTS THE OPERATIONS OF THE ENTITY TO THOSE IN FURTHERANCE OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION B, LINE 1:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0344431301
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0372650
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MAUMEE VALLEY COUNTRY DAY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0372650
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.01220
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt014688
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02955043
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02802955
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0150000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt012600
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt014124
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03011898
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02955043
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-42731
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt012430
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03199421
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03011898
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-175093
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt012919
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03601880
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03199421
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-389540
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt013810
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03102128
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03601880
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0513562
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt098092
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO RELATED PARTY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0293809
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1183876
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2309279
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3331047
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4275802
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5231038
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6300000

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,826,794
Liabilities
$98,092
Net assets
$2,728,702
Revenue
$251,571
Expenses
$387,338
Net income
-$135,767
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.90$1.97$0.43$0.01$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.94$1.62$0.06$0.01$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.39$1.02$1.36$0.00$0.16$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.94$1.97$0.06$0.16$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.34$0.82$1.53$0.14$1.20$1.06
2019Detailed filing. Detailed filing data is available for this year.$2.85$0.12$2.74$0.22$0.70$0.48
2018Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.48$0.21$0.27
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.03$2.77$0.22$0.18$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.63$0.04$2.59$0.07$0.18$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.10$2.73$0.25$0.39$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.32$0.51$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.00$3.06$0.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.00$3.25$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.00$3.69$0.37