Civic Intelligence

Boren Foundation Inc

EIN 35-1557058 • Upland, IN

1909 South Main StreetUpland, IN 46989
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

38th percentile

0.11x

Higher debt load relative to revenue than 38% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Net Margin

93rd percentile

71%

Higher net margin than 93% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Top Officer Pay

66th percentile

$52,115

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

$25M-$50M nonprofits • Source year 2025

Asset Growth

95th percentile

57%

Faster asset growth than 95% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2025

Revenue Growth

88th percentile

74%

Faster revenue growth than 88% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2025

Assets

Up

$44,521,638

Up $25,431,901 (+133%) from 2024

Liabilities

Up

$771,731

Up $511,419 (+196%) from 2024

Net Assets

Up

$43,749,907

Up $24,920,482 (+132%) from 2024

Revenue

Up

$6,969,695

Up $2,432,129 (+54%) from 2024

Expenses

Up

$1,998,195

Up $569,262 (+40%) from 2024

Net Income

Up

$4,971,500

Up $1,862,867 (+60%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2012: $7,487,530Liabilities 2012: $0Net Assets 2012: $7,487,5302012Assets 2013: $7,431,907Liabilities 2013: $0Net Assets 2013: $7,431,9072013Assets 2014: $7,344,085Liabilities 2014: $0Net Assets 2014: $7,344,0852014Assets 2015: $7,126,766Liabilities 2015: $0Net Assets 2015: $7,126,7662015Assets 2016: $6,648,059Liabilities 2016: $0Net Assets 2016: $6,648,0592016Assets 2020: $10,131,044Liabilities 2020: $0Net Assets 2020: $10,131,0442020Assets 2021: $11,496,262Liabilities 2021: $0Net Assets 2021: $11,496,2622021Assets 2022: $11,537,266Liabilities 2022: $0Net Assets 2022: $11,537,2662022Assets 2023: $15,906,920Liabilities 2023: $186,128Net Assets 2023: $15,720,7922023Assets 2024: $19,089,737Liabilities 2024: $260,312Net Assets 2024: $18,829,4252024Assets 2025: $44,521,638Liabilities 2025: $771,731Net Assets 2025: $43,749,9072025

Highlighted filing

2025

Assets$44,521,638
Liabilities$771,731
Net Assets$43,749,907

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2012: $593,6342012Expenses 2013: $584,8462013Revenue 2014: $339,288Expenses 2014: $662,699Net Income 2014: -$323,4112014Revenue 2015: $384,475Expenses 2015: $751,039Net Income 2015: -$366,5642015Revenue 2016: $421,627Expenses 2016: $776,316Net Income 2016: -$354,6892016Revenue 2020: $3,212,011Expenses 2020: $1,159,400Net Income 2020: $2,052,6112020Revenue 2021: $2,534,641Expenses 2021: $1,169,423Net Income 2021: $1,365,2182021Revenue 2022: $1,314,144Expenses 2022: $1,273,140Net Income 2022: $41,0042022Revenue 2023: $8,348,169Expenses 2023: $1,278,345Net Income 2023: $7,069,8242023Revenue 2024: $4,537,566Expenses 2024: $1,428,933Net Income 2024: $3,108,6332024Revenue 2025: $6,969,695Expenses 2025: $1,998,195Net Income 2025: $4,971,5002025

Highlighted filing

2025

Revenue$6,969,695
Expenses$1,998,195
Net Income$4,971,500

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 11, 2026
Return Version
2024v5.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY J BRINERExecutive DirectorPT$52,115-$52,115
JAY M ROSSPresident/Director-$3,000-$3,000
LAEL E BORENVice President-$3,000-$3,000
JAMES LUTTRULLDirector-$3,000-$3,000
BETH HENRICKSDirector-$3,000-$3,000
KARAN MEYERSDirector-$3,000-$3,000
LUKAS BORENDirector-$3,000-$3,000
LORI HOWARDDirector-$3,000-$3,000
TRACEE MCCAMMONTreasurer-$2,750-$2,750
AMY HICKSSecretary-$2,750-$2,750
MARTHA SONGERDirector Thru 04/2025-$1,500-$1,500
POLLY BORENDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEASTBROOK COMMUNITY SCHOOLSPROVIDE NUMEROUS UPGRADESGOVMARION, IN, US$327,500
Paid GrantISAIAH 117 HOUSETO ASSIST WITH CONSTRUCTION OF HOUSE FOR FOSTER CHILDRENPCELIZABETHTON, TN, US$100,000
Paid GrantUPLAND VOLUNTEER FIRE DEPARTMENTTO PURCHASE A MEDICAL RESPONSE VEHICLEGOVUPLAND, IN, US$65,000
Paid GrantGRANT COUNTY SHERIFF'S DEPARTMENTTO REPLACE AED UNITSGOVMARION, IN, US$60,000
Paid GrantSECOND HARVEST FOOD BANKTO SUPPORT FOOD INSECURITY PROGRAMSPCMUNCIE, IN, US$60,000
Paid GrantMILL TOWNSHIP FIRE DEPARTMENTTO PURCHASE AN AIR COMPRESSOR AND FILL STATIONGOVMARION, IN, US$54,200
Paid GrantIVY TECH FOUNDATION INCASSIST WITH STUDENTS FACING FINANCIAL BARRIERSPCMARION, IN, US$50,000
Paid GrantOUR TOWN UPLANDHISTORICAL SIGNS, PARK BEAUTIFICATION, DEPOT RESTORATIONPCUPLAND, IN, US$47,000
Paid GrantBOYS AND GIRLS CLUB OF NORTHEAST INDIANATO PROVIDE EDUCATIONAL PROGRAMMINGPCMARION, IN, US$30,000
Paid GrantGRANT COUNTY RESCUE MISSION INCPROVIDE BOX TRUCK TO PICK UP DONATIONSPCMARION, IN, US$30,000
Paid GrantPIERCE CHURCHGLOBAL METHODIST CHURCHPRESCHOOL FINANCIAL AID, CARPET FOR NURSERYPCUPLAND, IN, US$30,000
Paid GrantVAN BUREN YOUTH SPORTS INCTO REPAIR 3 BALL DIAMONDSPCVAN BUREN, IN, US$30,000
Paid GrantFAIRMOUNT POLICE DEPARTMENTTO PROVIDE TASERSGOVFAIRMOUNT, IN, US$29,000
Paid GrantUPLAND PUBLIC LIBRARYSUMMER READING PROGRAM AND MISC. PROGRAMMINGPCUPLAND, IN, US$28,000
Paid GrantCOMMUNITY FOUNDATION OF GRANT COUNTYTO SUPPORT THE ACADEMY PROGRAM WITH LAPTOPSPCMARION, IN, US$27,600
Paid GrantDESTINY RESCUE USATO ENROLL SURVIVORS IN THE FREEDOM PLAN PROGRAMPCFORT WAYNE, IN, US$25,000
Paid GrantGILEAD MINISTRIES INCTO HELP WITH GENERAL NEEDS OF THE ORGANIZATIONPCMARION, IN, US$25,000
Paid GrantHABITAT FOR HUMANITY OF GRANT COCONSTRUCTION COSTS FOR HOUSE BUILDPCMARION, IN, US$25,000
Paid GrantHEARTLAND FILMTO ASSIST WITH RADIANCE CINEMA AT BALL STATE UNIV.PCINDIANAPOLIS, IN, US$25,000
Paid GrantNEARSPACE EDUCATION INCBALLOON SUBSCRIPTION FOR LOCAL SCHOOLSPCUPLAND, IN, US$25,000
Paid GrantTHRIVING GRANT CO INCSUPPORT EARLY CHILDHOOD PROGRAMMINGPCGAS CITY, IN, US$25,000
Paid GrantWILSON-VAUGHAN HOSTESS HOUSEFOR RENOVATIONS TO THE HISTORICAL BUILDINGPCMARION, IN, US$22,500
Paid GrantAGAPE THERAPEUTIC RIDING RESOURCES INCUTV AND EQUINE-ASSISTED PROGRAMPCCICERO, IN, US$21,000
Paid GrantOAK HILL COMMUNITY SCHOOLSSPEC EDUC COOPROBOTICS COMPETITION, COMPETE IN LEGO LEAGUEGOVCONVERSE, IN, US$21,000
Paid GrantASCENT 121PROVIDE TRAFFICKING SURVIVOR SUPPORT GROUPSPCCARMEL, IN, US$20,000
Paid GrantSOUTHSIDE WESLEYAN CHURCHTO COMPLETE THEIR YOUTH BUILDING PROJECTPCGAS CITY, IN, US$20,000
Paid GrantSTILLWATER HOSPICETO PURCHASE RESPIRATOR FIT-TESTING EQUIPMENTPCFORT WAYNE, IN, US$20,000
Paid GrantUNITED WAY OF GRANT CO INCTO SUPPORT GRANT COUNTY READSPCMARION, IN, US$20,000
Paid GrantCHANGEMAKER COLLECTIVE INCFINANCIAL ASSISTANCE TO THOSE SEEKING THERAPYPCMARION, IN, US$19,000
Paid GrantCAREY SERVICES INCAFTER-SCHOOL PROGRAMMINGPCMARION, IN, US$18,000
Paid GrantMARION COMMUNITY SCHOOL OF THE ARTSTO PROVIDE RIGHTS & ROYALTIES FOR THE YEARPCMARION, IN, US$18,000
Paid GrantBRIDGE OF GRACE INCTO SUPPORT THE SUMMER CLUBHOUSE PROGRAMPCFORT WAYNE, IN, US$15,000
Paid GrantCIRCLES OF GRANT COUNTYTO PROVIDE MEALS AND PROGRAMMING FOR FAMILIESPCMARION, IN, US$15,000
Paid GrantEAST CENTRAL INDIANA ROBOTICSTO PROVIDE RENOVATIONS TO THEIR BUILDINGPCMATTHEWS, IN, US$15,000
Paid GrantFORT WAYNE CHILDREN'S ZOOTO ASSIST WITH THE PURCHASE OF A NEW TRAIN ENGINEPCFORT WAYNE, IN, US$15,000
Paid GrantJOBSOURCE INCHEARTLAND SCHOLAR HOUSETO ASSIST SINGLE PARENTS PURSUING POSTSECONDARY EDUCATIONPCANDERSON, IN, US$15,000
Paid GrantMARION-GRANT COUNTY SENIOR CENTERTO PROVIDE PROGRAMMINGPCMARION, IN, US$15,000
Paid GrantYOUTH FOR CHRISTSUPPORT MINISTRY PROGRAMMINGPCBLUFFTON, IN, US$15,000
Paid GrantINDIANA HEALTH CENTERSTO SUPPORT PATIENTS WITH CHRONIC DISEASES IN GRANT COUNTYPCINDIANAPOLIS, IN, US$12,600
Paid GrantDISTINGUISHED YOUNG WOMEN OF GRANT COSCHOLARSHIPS FOR PARTICIPANTSPCUPLAND, IN, US$12,500
Paid GrantNARROW GATE HORSE RANCH INCPROVIDE PUMP SYSTEM IN THE LOWER PASTUREPCKOKOMO, IN, US$11,000
Paid GrantSCIENCE CENTRAL INCTO BRING SCIENCE4U PROGRAMMING TO GRANT COUNTY SCHOOLSPCFORT WAYNE, IN, US$10,500
Paid GrantWESTVIEW WESLEYAN CHURCHTO PROVIDE BACKPACKS AND SUPPLIES FOR AREA STUDENTSPCJONESBORO, IN, US$10,500
Paid GrantJOSIAH WHITE'S RESIDENTIAL & FAMILY SERVICES INCTO EXPAND THE GROWING TEENS FOR LIFE PROGRAMPCWABASH, IN, US$10,400
Paid GrantASCENSION ST VINCENT FOUNDATIONSUPPORT THE SCHOOL PROGRAM AT PEYTON MANNING CHILDREN'S HOSPITALPCINDIANAPOLIS, IN, US$10,000
Paid GrantCANCER SERVICES OF GRANT COUNTY INCFOR THEIR CANCER ASSISTANCE PROGRAMPCMARION, IN, US$10,000
Paid GrantEASTERSEALS CROSSROADSTO PROVIDE THERAPEUTIC HORSEBACK RIDING SERVICESPCINDIANAPOLIS, IN, US$10,000
Paid GrantFAMILY FIRST - ALL PRO DADSUPPORT PROGRAMMING FOR GRANT COUNTY CHAPTERSPCTAMPA, FL, US$10,000
Paid GrantMUNCIE CIVIC THEATRESUPPORT THE YOUTH THEATRE PROGRAMPCMUNCIE, IN, US$10,000
Paid GrantSHEPHERDS MINISTRIESPROVIDE TRANSPORTATION AND SUPPLIES FOR STUDENTSPCUNION GROVE, WI, US$10,000
Paid GrantTHE TRAINING CENTERPROVIDE SUPPLIES AND RESOURCES FOR FAMILIES IN NEEDPCMARION, IN, US$10,000
Paid GrantTWIN CITY WE CARE INCSUPPLY CITIZENS IN NEED AT CHRISTMASPCGAS CITY, IN, US$10,000
Paid GrantUPLAND AREA GREENWAYS ASSOCIATION INCTO HIRE LANDSCAPE ARCHITECT FOR PLANNINGPCUPLAND, IN, US$10,000
Paid GrantURBAN LIGHT CHRISTIAN DEV CORPTO PROVIDE FOR A HOUSING RENOVATION PROJECTPCMUNCIE, IN, US$10,000
Paid GrantMINNETRISTA MUSEUM & GARDENSTO PROVIDE STUDENT MEMBERSHIPSPCMUNCIE, IN, US$7,500
Paid GrantMCMILLEN HEALTHTO PROVIDE PREVENTATIVE HEALTH EDUCATIONPCFORT WAYNE, IN, US$7,400
Paid GrantJUNIOR ACHIEVEMENT OF GRANT COTO PREPARE STUDENTS TO SUCCEED IN THE GLOBAL ECONOMYPCMARION, IN, US$7,000
Paid GrantSWAYZEE ECONOMIC DEVELOPMENT CORPTO UPGRADE THEIR POLICE CAR RADIOSPCSWAYZEE, IN, US$6,100
Paid GrantUPLAND LIONS CLUBINDIANA LIONS FOUNDATIONTO REPLACE WINDOWS AND KITCHEN SUPPLIESPCUPLAND, IN, US$6,000
Paid GrantJAY COMMUNITY CENTERTO REFURBISH THEIR SOCCER FIELDSPCPORTLAND, IN, US$5,500
Paid GrantFLY-IN CRUISE-IN INCSUPPORT BRINGING IN 1943 CURTISS P-40 WARHAWKPCMARION, IN, US$5,000
Paid GrantHONEYWELL FOUNDATION INCSUPPORT THE EDUCATIONAL OUTREACH PROGRAMPCWABASH, IN, US$5,000
Paid GrantLIFT - EASTBROOK AFTER SCHOOL INCUPGRADE TECHNOLOGYPCUPLAND, IN, US$5,000
Paid GrantMATTHEW 25 HEALTH & CARETO ASSIST WITH PROVIDING HEALTHCARE FOR LOW-INCOME INDIVIDUALSPCFORT WAYNE, IN, US$5,000
Paid GrantRANDOM ACTS OF FLOWERS INDIANAPOLISASSIST WITH PROVIDING BOUQUETS TO AREA HOSPITALS AND HOSPICESPCINDIANAPOLIS, IN, US$5,000
Paid GrantSMALL WORLD PRESCHOOL INCPROVIDE PRE-SCHOOL SUPPLIESPCWARREN, IN, US$4,500
Paid GrantTHE SWITCH-UP CORPTO REPAIR ASPHALT ON THEIR BASKETBALL COURTPCVAN BUREN, IN, US$4,300
Paid GrantVICTORY ACRES FARMSVICTORY INNER-CITY MINISTRIESTO ASSIST WITH SUMMER EVENTSPCUPLAND, IN, US$4,000
Paid GrantLARK'S SONGTO FUND THEIR ANNUAL MADE WILD LEADERSHIP PROGRAMPCMARION, IN, US$3,000
Paid GrantPARK ELEMENTARY SCHOOLASSIST WITH THEIR CHICAGO TRIPGOVFAIRMOUNT, IN, US$2,000
Filing and Contact Details

Filer

Filer Name
Boren Foundation Inc
EIN
35-1557058
Phone
7659988139
Address
1909 SOUTH MAIN STREET, UPLAND, IN 46989

Signing Officer

Name
Sally Briner
Title
Executive Director
Phone
7659988139
Signed
2026-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
800 NICOLLET MALL STE 1300, MINNEAPOLIS, MN 55402-7033
Preparer
Kim Hunwardsen CPA
Phone
6122536500
Raw XML AppendixShowing 400 of 1,221 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01295251
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05674444
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06969695
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05975
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05975
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05674444
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt025200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01672600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01672600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01295251
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01295251
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04971500
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08965018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05674444
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06860522
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt046899
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt05216
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt052115
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04158
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04158
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0100758
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0102757
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03609
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0399
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0132163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01760867
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0109173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01998195
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06969695
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06969695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt088267
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0109173
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0325595
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0412
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03290574
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05667782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16662
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01918565
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt072700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt095361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt022661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/FMVAssetsEOYAmt044521638
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt047425
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt016565520
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt043749907
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IRS990PF/MethodOfAccountingOtherInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt040488733
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt04600 S ULSTER ST STE 700
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt13000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt23000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt32750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt43000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt63000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt73000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt83000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt93000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt101500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SALLY J BRINER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10DIRECTOR THRU 04/2025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11909 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21909 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31909 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41909 S MAIN STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71909 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt81909 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt91909 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt101909 S MAIN STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0UPLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1UPLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2UPLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3UPLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4UPLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5UPLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6UPLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7UPLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8UPLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9UPLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm10UPLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm11UPLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd10IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd11IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046989
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146989
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd246989
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd346989

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