Civic Intelligence

Chauncey Rose Equipment Endowment Fund

990PF • Fiscal year 2024 • EIN 35-6564708

Nov 01, 2023 to Oct 31, 2024 • Filed on Dec 05, 2024

PO Box 540Terre Haute, IN 47808-0540

(812) 238-6257

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

41st percentile

0.7%

Higher net margin than 41% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$20,700

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

38th percentile

0.0%

Faster asset growth than 38% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

48%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,506,048

Up $1,512 (+0.0%) from 2023

Net Assets

Up

$3,506,048

Up $1,512 (+0.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$209,924

Up $68,191 (+48%) from 2023

Expenses

Down

$208,412

Down $19,460 (-8.5%) from 2023

Net Income

Up

$1,512

Up $87,651 (+102%) from 2023

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,413,367Liabilities 2020: $0Net Assets 2020: $3,413,3672020Assets 2021: $3,606,683Liabilities 2021: $0Net Assets 2021: $3,606,6832021Assets 2022: $3,590,675Liabilities 2022: $0Net Assets 2022: $3,590,6752022Assets 2023: $3,504,536Liabilities 2023: $0Net Assets 2023: $3,504,5362023Assets 2024: $3,506,048Liabilities 2024: $0Net Assets 2024: $3,506,0482024Assets 2025: $3,523,217Liabilities 2025: $0Net Assets 2025: $3,523,2172025

Highlighted filing

2024

Assets$3,506,048
Liabilities$0
Net Assets$3,506,048

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2020: $225,018Expenses 2020: $394,465Net Income 2020: -$169,4472020Revenue 2021: $264,369Expenses 2021: $71,053Net Income 2021: $193,3162021Revenue 2022: $401,052Expenses 2022: $417,060Net Income 2022: -$16,0082022Revenue 2023: $141,733Expenses 2023: $227,872Net Income 2023: -$86,1392023Revenue 2024: $209,924Expenses 2024: $208,412Net Income 2024: $1,5122024Revenue 2025: $245,923Expenses 2025: $228,754Net Income 2025: $17,1692025

Highlighted filing

2024

Revenue$209,924
Expenses$208,412
Net Income$1,512
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Dec 5, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
First Financial Bank NATrustee-$20,700-$20,700
Filing and Contact Details

Filer

Filer Name
Chauncey Rose Equipment Endowment Fund
EIN
35-6564708
Phone
8122386257
Address
PO Box 540, Terre Haute, IN 47808-0540

Signing Officer

Name
Peter Jacob Panagouleas
Title
Trustee Tax Officer
Phone
8122386257
Signed
2024-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Sackrider & Company Inc
Address
1925 Wabash Ave, Terre Haute, IN 47807
Preparer
Eleanor M Caldwell CPA
Phone
8122329492
Raw XML AppendixShowing 400 of 476 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Return Preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0200
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0200
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Dodge & Cox 147 Income Fund
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Thornburg Ltd Trm Inc - I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Dow Chemical
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Anheuser-Busch
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Charles Schwab Corp
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Toronto Dominion Bank
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Marathon Petroleum Corp
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Valero Energy Corp
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8Ameriprise Financial Inc
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9Norfolk Southern Corp
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10Toyota Motor Credit Corp
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11Duke Energy Indiana LLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0323636
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1253043
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt247279
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt348067
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt447291
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt547872
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt649833
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt749533
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt848982
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt949556
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1049764
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1149658
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0285893
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1239233
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt250114
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt350222
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt450017
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt549902
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt649947
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt749263
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt849145
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt948423
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1050649
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1150825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt416465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5137864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt78134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9157899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10358195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt138533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1411948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1727034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt187710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1913159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt208391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2125488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2221158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2318687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2434604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2544676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2629989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2782810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt286123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2915225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3029152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3113238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3211738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt339743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3411924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3512719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3611819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3713436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3814431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt392978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40150674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41296991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt428168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43133701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44257365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45165000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46129649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt220784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt418603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5150794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt710277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt824855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9152507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10454022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1124892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1219505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1312874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1411878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1550449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1621980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1724266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1815031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1918172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2010462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2141969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2227142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2324481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2456162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2581713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2643519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27202058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2811319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2921326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3048649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3115911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3221656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3313641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3420187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3520290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3619668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3718511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3821842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt397298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40209847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41311885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4231784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43160181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44294367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45205710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46156510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Abbot Labs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1American Tower Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Apple Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BHP Billiton Ltd Spon Adr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Comcast Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Driehaus Emerg Mkts Grw - Inst
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Duke Energy Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Exxon Mobil Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8JP Morgan Chase & Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Janus Hndrsn Glbl Rl Est I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Janus Enterprise - I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Lilly Eli & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Mondelez International Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Nike Inc Cl B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Nvidia Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Palo Alto Networks Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Paypal Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Procter & Gamble Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Starbucks Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Suncor Energy Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Vanguard Consumer Discretionary
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Vanguard Consumer Staple ETF Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Vanguard Energy ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Vanguard Financial ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Vanguard Health Care ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Vanguard Industrials ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Vanguard Information Technology Index
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Vanguard Materials ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Vanguard Utilities ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Vanguard Telecommunication Services ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Vanguard REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Home Depot Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Sysco Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Charles Schwab Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Visa Inc Class A Shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Thermo Fisher Scientific Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Honeywell Intl Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Lockheed Martin Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Linde Plc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40T Rowe Price Blue Chip Grwth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Vanguard Intl Growth - Adm
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Meta Platform Inc-Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Vanguard Sml Cap Indx
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Vanguard Dev Mkt Indx
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Vanguard 500 Index Adm Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Hood River Sm Cap Grow-Inst
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt059873
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0114655
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt033523
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Tax Refund
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01873
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0208051
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01873
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0209924
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01873
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0114655
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0187227
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0187227
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt059873
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt059873
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01512
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0697801
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt033523
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt033523
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0114655
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0189066
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt01873
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01873
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt081
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt081
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0189427
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018985
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0208412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0208051
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0209924
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018985
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0583146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0114655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0114655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0697801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0114655
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01512
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03506048
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03504536
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03506048
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0202991
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0202991
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0202991
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0205619
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02628
IRS990PF/DistributableAmountGrp/TotalTaxAmt02628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0868
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01760
IRS990PF/FMVAssetsEOYAmt04277449
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03504536
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03506048
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0147
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01014705
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01064514
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01023633
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02262979
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02362048
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03174330
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0101705
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt079484
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt079484
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03504536
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03506048
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04277449
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03504536
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03506048
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03504536
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03506048
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04175003
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0191377
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03983626
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt062625
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0205619
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04112378
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04175003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0First Financial Bank NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0One First Financial Plaza
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Terre Haute
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0478073226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0189427
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0189427
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Federal Tax Refund received for overpayment of previous years taxes
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0First Financial Bank NA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0One First Financial Plaza
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Terre Haute
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0478073226
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08122386257
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0187227
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Purchase Academic Equipment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Rose Hulman Institute of Technology
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05500 Wabash Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Terre Haute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047803
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0187227

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings