Civic Intelligence

Jochum Charitable Foundation Inc C/O David J Hessler

990PF • Fiscal year 2016 • EIN 34-1951170

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
6055 Rockside Woods Blvd 200Cleveland, OH 44131-2301

(216) 642-3342

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

52nd percentile

2.8%

Higher net margin than 52% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

48th percentile

0.2%

Faster asset growth than 48% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-12%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,906,399

Up $6,639 (+0.2%) from 2015

Net Assets

Up

$2,906,399

Up $6,639 (+0.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin52nd percentile

Revenue

Down

$235,693

Down $30,802 (-12%) from 2015

Expenses

Up

$229,056

Up $10,093 (+4.6%) from 2015

Net Income

Down

$6,637

Down $40,895 (-86%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,398,723Liabilities 2010: $0Net Assets 2010: $1,398,7232010Assets 2011: $1,969,487Liabilities 2011: $0Net Assets 2011: $1,969,4872011Assets 2012: $2,603,717Liabilities 2012: $0Net Assets 2012: $2,603,7172012Assets 2013: $2,727,811Liabilities 2013: $0Net Assets 2013: $2,727,8112013Assets 2014: $2,852,230Liabilities 2014: $0Net Assets 2014: $2,852,2302014Assets 2015: $2,899,760Liabilities 2015: $0Net Assets 2015: $2,899,7602015Assets 2016: $2,906,399Liabilities 2016: $0Net Assets 2016: $2,906,3992016Assets 2017: $3,042,160Liabilities 2017: $0Net Assets 2017: $3,042,1602017Assets 2018: $3,237,082Liabilities 2018: $0Net Assets 2018: $3,237,0822018Assets 2019: $3,585,539Liabilities 2019: $0Net Assets 2019: $3,585,5392019Assets 2020: $3,789,421Liabilities 2020: $0Net Assets 2020: $3,789,4212020Assets 2021: $3,914,420Liabilities 2021: $0Net Assets 2021: $3,914,4202021Assets 2022: $3,881,535Liabilities 2022: $0Net Assets 2022: $3,881,5352022Assets 2023: $4,274,796Liabilities 2023: $0Net Assets 2023: $4,274,7962023Assets 2024: $4,809,744Liabilities 2024: $0Net Assets 2024: $4,809,7442024

Highlighted filing

2016

Assets$2,906,399
Liabilities$0
Net Assets$2,906,399
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $76,9372010Expenses 2011: $84,5642011Expenses 2012: $104,7812012Revenue 2013: $271,395Expenses 2013: $147,373Net Income 2013: $124,0222013Revenue 2014: $317,075Expenses 2014: $192,658Net Income 2014: $124,4172014Revenue 2015: $266,495Expenses 2015: $218,963Net Income 2015: $47,5322015Revenue 2016: $235,693Expenses 2016: $229,056Net Income 2016: $6,6372016Revenue 2017: $336,278Expenses 2017: $200,519Net Income 2017: $135,7592017Revenue 2018: $425,752Expenses 2018: $230,830Net Income 2018: $194,9222018Revenue 2019: $540,237Expenses 2019: $49,889Net Income 2019: $490,3482019Revenue 2020: $709,057Expenses 2020: $505,175Net Income 2020: $203,8822020Revenue 2021: $390,562Expenses 2021: $265,563Net Income 2021: $124,9992021Revenue 2022: $296,399Expenses 2022: $329,284Net Income 2022: -$32,8852022Revenue 2023: $712,871Expenses 2023: $324,242Net Income 2023: $388,6292023Revenue 2024: $866,893Expenses 2024: $331,945Net Income 2024: $534,9482024

Highlighted filing

2016

Revenue$235,693
Expenses$229,056
Net Income$6,637
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMMA E JOCHUMTtee/Pres-$0--
DAVID J HESSLERSec/Treas/Ttee-$0--
DAVID BUEGLERTtee-$0--
Filing and Contact Details

Filer

Filer Name
Jochum Charitable Foundation Inc
EIN
34-1951170
Phone
2166423342
Address
6055 ROCKSIDE WOODS BLVD 200, CLEVELAND, OH 44131-2301

Signing Officer

Name
David J Hessler Secy Treasttee
Title
Secy & Treas/ttee
Phone
2166423342
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
200 PUBLIC SQUARE 19TH FLOOR, CLEVELAND, OH 44114
Preparer
Christopher M Essig
Phone
2168753000
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt085693
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011850
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt010217
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt075476
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt075476
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06637
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0969059
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0867
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0867
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt010217
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt051229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01875
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01875
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt034127
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt034127
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0337
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0337
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0194592
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt034464
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0229056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt085693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0235693
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014592
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt034464
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt049056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0206305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1752537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0214927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1754132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010217
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06637
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02906399
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02899760
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02906399
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0170109
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0170109
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0170109
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0170621
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0512
IRS990PF/DistributableAmountGrp/TotalTaxAmt0512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05954
IRS990PF/FMVAssetsEOYAmt03747139
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0179335
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt098801
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt098801
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt077336
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt077151
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt080477
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02593999
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02718506
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03555151
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02899760
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02906399
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03747139
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02899760
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02906399
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02899760
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02906399
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02899760
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02906399
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt049090
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt011941
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt012710
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03464388
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0115536
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03347361
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt051966
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01491
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0170621
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03412422
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03464388
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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/PersonNm0EMMA E JOCHUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID J HESSLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID BUEGLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TTEE/PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC/TREAS/TTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt020932 AVALON DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16055 ROCKSIDE WOODS BLVD 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24321 JAYCOX ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROCKY RIVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2AVON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1441312301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd244011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0139029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0139541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0175819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0150322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0116355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt083848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt071857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.040742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.041186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.037340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.035220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03412422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03756448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03649852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03116067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02380674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01664895

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,906,399
Liabilities
$0
Net assets
$2,906,399
Revenue
$235,693
Expenses
$229,056
Net income
$6,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.87$0.33$0.53
2023Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.71$0.32$0.39
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.30$0.33$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.39$0.27$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.71$0.51$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.54$0.05$0.49
2018Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.43$0.23$0.19
2017Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.34$0.20$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.24$0.23$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.27$0.22$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.32$0.19$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.27$0.15$0.12
2012Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.08