Civic Intelligence

Endowment Growth Fund of Maumee Valley Country Day Schools

990 • Fiscal year 2017 • EIN 34-1779469

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.13x

Higher debt load relative to revenue than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$239,462

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 109.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

60th percentile

6.6%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

195%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,801,290

Up $172,661 (+6.6%) from 2016

Net Assets

Up

$2,772,253

Up $185,161 (+7.2%) from 2016

Liabilities

Down

$29,037

Down $12,500 (-30%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin78th percentile

Revenue

Up

$219,019

Up $144,686 (+195%) from 2016

Expenses

Down

$175,308

Down $2,600 (-1.5%) from 2016

Net Income

Up

$43,711

Up $147,286 (+142%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2017

Assets$2,801,290
Liabilities$29,037
Net Assets$2,772,253
Open 2017 Filing

Operations Trend

Revenue Growth96th 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

2017

Revenue$219,019
Expenses$175,308
Net Income$43,711
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$469,972
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$1,973,637$2,074,959▲ $101,322
Investments in Publicly Traded Securities$608,702$664,966▲ $56,264
Savings and Temporary Cash Investments$33,790$50,735▲ $16,945
Pledges and Grants Receivable$12,500--
Cash and Non-Interest-Bearing Accounts-$10,630-
Total Assets$2,628,629$2,801,290▲ $172,661
Liabilities
Other Liabilities$41,537$29,037▼ $12,500
Total Liabilities$41,537$29,037▼ $12,500
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,587,092$2,772,253▲ $185,161
Unrestricted Net Assets-$0-
Total Net Assets Fund Balance$2,587,092$2,772,253▲ $185,161
Total Liabilities and Net Assets / Fund Balance$2,628,629$2,801,290▲ $172,661

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$196,980--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,616,128$5,306,383▲ $975,625$26,099$8,358,016
2015$2,802,955$41,217▼ $4,919$208,104$2,616,128
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
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
kim spurgeondirector of finance$108,217$108,217

Board Members and Trustees

NameTitle
dean kasperzakchairman
dan karnsdirEctor of advancement
David Cohentrustee
Jim WilleyTrustee
Joan Bayertrustee
Milton Knighttrustee
betsy kelseytrustee
bradford koles jrtrustee
dennis holmantrustee
fred deicherttrustee
fritz byerstrustee
james j secor iiitrustee
jeffrey twymantrustee
john bearsstrustee
m ann sanfordtrustee
mike brileytrustee
stephen fostertrustee
steve hickeytrustee
william fostertrustee
gary boehmhead of school
barton wagenmansecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$10,630
Program Service Revenue
$0
Investment Income
$208,389
Other Revenue
$0
All Other Contributions
$10,630
Change in Net Assets
$43,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$163,985
Other Expenses$11,323
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$163,985--$163,985
Fees for Service Investment Mgmnt Fees$11,323--$11,323
Total Functional Expenses$175,308$0$0$175,308
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$163,985

International Summary

Offices
0
Employees
0
Spending
$289,250

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$289,250
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$29,037
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 11B

“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 board 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
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
GARY BOEhM
Formed
1994
Legal Domicile
Oh
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
23

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 School 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 618 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/TitleTxt11trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19head of school
IRS990/Form990PartVIISectionAGrp/TitleTxt20director of finance
IRS990/Form990PartVIISectionAGrp/TitleTxt21dirEctor of advancement
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt091404
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt0163985
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0163985
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0163985
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0342357
IRS990/GrossReceiptsAmt0469972
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0116985
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0116985
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01973637
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02074959
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0608702
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0664966
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0250953
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/NetAssetsOrFundBalancesBOYAmt02587092
IRS990/NetAssetsOrFundBalancesEOYAmt02772253
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt091404
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt091404
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0141450
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt041537
IRS990/OtherLiabilitiesGrp/EOYAmt029037
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02587092
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02772253
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt012500
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GARY BOEhM
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt041217
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0166887
IRS990/PYInvestmentIncomeAmt033116
IRS990/PYOtherExpensesAmt011021
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-103575
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0177908
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt074333
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt043711
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt033790
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050735
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/SupportAmt0163985
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Maumee Valley Country Day School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0163985
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.40310
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt034021
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02616128
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05306383
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08358016
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0480000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0975625
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt026099
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt011021
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02802955
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt041217
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02616128
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt04000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4919
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0208104
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt014688
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02955043
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02802955
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0150000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012600
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt014124
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03011898
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02955043
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-42731
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt012430
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03199421
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03011898
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-175093
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt029037
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0payable to related party
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0334733
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1253595
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2361292
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3321316
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4317793
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5289250
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6196980
IRS990ScheduleD/OtherSecuritiesGrp/Desc0vanguard tax-managed intl fd ftse
IRS990ScheduleD/OtherSecuritiesGrp/Desc1vanguard small-cap
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Vanguard Index FDS ET S&P 500 EFT SHS New Voo
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Vanguard High Dividend Yield Index Funds ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc4openheimer developing markets
IRS990ScheduleD/OtherSecuritiesGrp/Desc5canyon balanced hedge focus fund ltd
IRS990ScheduleD/OtherSecuritiesGrp/Desc6Vanguard Funds REIT Index Funds Admiral Class Shares
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,801,290
Liabilities
$29,037
Net assets
$2,772,253
Revenue
$219,019
Expenses
$175,308
Net income
$43,711
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