Civic Intelligence

Mcmillen Foundation Inc.

990PF • Fiscal year 2016 • EIN 35-6021003

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
6610 Mutual DriveFort Wayne, IN 46825

(260) 484-8631

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

439%

Higher net margin than 100% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

17th percentile

$27,500

Higher top officer pay than 17% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

9th percentile

-8.3%

Faster asset growth than 9% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$30,752,313

Down $2,768,271 (-8.3%) from 2015

Net Assets

Down

$30,752,313

Down $2,768,271 (-8.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$568,409

Down $1,231,570 (-186%) from 2015

Expenses

Up

$1,926,488

Up $206,533 (+12%) from 2015

Net Income

Down

-$2,494,897

Down $1,438,103 (-136%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$40M$30M$20M$10M$0Assets 2011: $29,493,156Liabilities 2011: $0Net Assets 2011: $29,493,1562011Assets 2012: $28,817,058Liabilities 2012: $0Net Assets 2012: $28,817,0582012Assets 2013: $29,238,827Liabilities 2013: $0Net Assets 2013: $29,238,8272013Assets 2014: $34,577,378Liabilities 2014: $0Net Assets 2014: $34,577,3782014Assets 2015: $33,520,584Liabilities 2015: $0Net Assets 2015: $33,520,5842015Assets 2016: $30,752,313Liabilities 2016: $0Net Assets 2016: $30,752,3132016Assets 2017: $32,563,321Liabilities 2017: $0Net Assets 2017: $32,563,3212017Assets 2018: $29,990,804Liabilities 2018: $0Net Assets 2018: $29,990,8042018Assets 2019: $29,998,314Liabilities 2019: $0Net Assets 2019: $29,998,3142019Assets 2020: $30,751,418Liabilities 2020: $0Net Assets 2020: $30,751,4182020Assets 2021: $31,760,477Liabilities 2021: $0Net Assets 2021: $31,760,4772021Assets 2022: $30,097,914Liabilities 2022: $0Net Assets 2022: $30,097,9142022Assets 2023: $28,527,200Liabilities 2023: $0Net Assets 2023: $28,527,2002023Assets 2024: $29,161,554Liabilities 2024: $0Net Assets 2024: $29,161,5542024

Highlighted filing

2016

Assets$30,752,313
Liabilities$0
Net Assets$30,752,313
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2011: $1,718,7952011Expenses 2012: $1,735,5152012Revenue 2013: $2,336,172Expenses 2013: $1,909,827Net Income 2013: $426,3452013Revenue 2014: $7,434,639Expenses 2014: $2,088,341Net Income 2014: $5,346,2982014Revenue 2015: $663,161Expenses 2015: $1,719,955Net Income 2015: -$1,056,7942015Revenue 2016: -$568,409Expenses 2016: $1,926,488Net Income 2016: -$2,494,8972016Revenue 2017: $2,082,891Expenses 2017: $2,021,826Net Income 2017: $61,0652017Revenue 2018: $1,432,532Expenses 2018: $2,010,749Net Income 2018: -$578,2172018Revenue 2019: $1,582,484Expenses 2019: $2,289,151Net Income 2019: -$706,6672019Revenue 2020: $2,664,984Expenses 2020: $2,018,758Net Income 2020: $646,2262020Revenue 2021: $3,266,305Expenses 2021: $2,690,107Net Income 2021: $576,1982021Revenue 2022: $501,691Expenses 2022: $2,437,886Net Income 2022: -$1,936,1952022Revenue 2023: $739,998Expenses 2023: $2,374,655Net Income 2023: -$1,634,6572023Revenue 2024: $2,439,548Expenses 2024: $1,926,562Net Income 2024: $512,9862024

Highlighted filing

2016

Revenue-$568,409
Expenses$1,926,488
Net Income-$2,494,897
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHY ROBINSONSecretary/TreasurerPT$27,500-$27,500
THOMAS A IRMSCHERDirector-$0--
JOHN F MCMILLENPresident-$0--
DALE W MCMILLEN IIIDirector-$0--
THOMAS M SHOAFFVice President-$0--
N REED SILLIMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mcmillen Foundation Inc
EIN
35-6021003
In Care Of
% DOROTHY ROBINSON
Phone
2604848631
Address
6610 MUTUAL DRIVE, Fort Wayne, IN 46825

Signing Officer

Name
Dorothy Robinson
Title
Treasurer
Phone
2604848631
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer
Joyce A Dulworth
Phone
2604604000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9158574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1042230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11287849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12847699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt133558011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt149374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1579316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16234670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17146844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19727479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt020103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1227154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt544024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-1164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-42739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1125815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1228283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-479175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1445090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-42518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-146844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-121982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19148709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2016433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt020103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1227154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt544024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-1164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-42739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1125815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1228283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-479175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1445090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-42518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-146844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-121982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19148709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2016433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0288496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11570476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt220270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3204159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt437777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5319042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6148242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7179305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9115835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1042884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11313664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12875982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133078836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1454464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1579517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16192152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17228018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18876188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1916433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0STIFEL 0180 - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1STIFEL 0180 - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2STIFEL 1701 - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3STIFEL 1701 - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4STIFEL 3821 - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5STIFEL 3821 - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6STIFEL 5342 - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7STIFEL 5342 - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8STIFEL 8060 - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9STIFEL 8060 - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10STIFEL 9581 - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11STIFEL 9581 - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12STIFEL 3222 - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13STIFEL 3222 - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14STIFEL 1815 - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15STIFEL 5940 - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16STIFEL 5940 - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17LOSS ON SALE OF YORK INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18LOSS ON SALE OF CARDINAL ADVISOR SR STRAT COMMODITIES FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19STIFEL 2039 - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CLASS ACTION-MADOFF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-75478
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2494897
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0273374
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt031025687
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt033520584
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt030752313
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01594947
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01594947
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01594947
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01600195
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05248
IRS990PF/DistributableAmountGrp/TotalTaxAmt05248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt027702
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt027702
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt032950
IRS990PF/FMVAssetsEOYAmt033030024
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt016435304
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt016435304
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0109291
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0362829
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0362829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt018080823
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013483200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014240013
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt01453076
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01545360
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt092284
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt092284
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt039000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0-130221
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt014343896
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015309407
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015753368
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt017085280
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt014317009
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0894290
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01634814
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01634814
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt033520584
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt030752313
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt033030024
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt033520584
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt030752313
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt033520584
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt030752313
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt032491262
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01685902
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt030766360
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0487369
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt039000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01600195
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt032003893
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt032491262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt510.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt527500
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/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS A IRMSCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN F MCMILLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DALE W MCMILLEN III

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Filings

Displayed year

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

Open filing
Assets
$30,752,313
Liabilities
$0
Net assets
$30,752,313
Revenue
-$568,409
Expenses
$1,926,488
Net income
-$2,494,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$2.44$1.93$0.51
2023Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$0.74$2.37$1.63
2022Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$0.50$2.44$1.94
2021Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$3.27$2.69$0.58
2020Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$2.66$2.02$0.65
2019Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$1.58$2.29$0.71
2018Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$1.43$2.01$0.58
2017Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$2.08$2.02$0.06
2016Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$0.57$1.93$2.49
2015Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$0.66$1.72$1.06
2014Detailed filing. Detailed filing data is available for this year.$34.6$0.00$34.6$7.43$2.09$5.35
2013Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$2.34$1.91$0.43
2012Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$1.74
2011Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$1.72