Civic Intelligence

Welk Family Foundation

990PF • Fiscal year 2019 • EIN 36-3579562

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 09, 2020

Organization Profile
PO Box 1210Aberdeen, SD 57402-1210

(605) 225-5611

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$25,480

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

36th percentile

-0.9%

Faster asset growth than 36% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-1.1%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,645,904

Down $23,848 (-0.9%) from 2018

Net Assets

Down

$2,645,904

Down $23,848 (-0.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin23rd percentile

Revenue

Down

$199,598

Down $2,120 (-1.1%) from 2018

Expenses

Up

$223,446

Up $8,049 (+3.7%) from 2018

Net Income

Down

-$23,848

Down $10,169 (-74%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,899,708Liabilities 2010: $0Net Assets 2010: $2,899,7082010Assets 2011: $2,906,471Liabilities 2011: $0Net Assets 2011: $2,906,4712011Assets 2012: $2,879,693Liabilities 2012: $0Net Assets 2012: $2,879,6932012Assets 2013: $2,853,746Liabilities 2013: $0Net Assets 2013: $2,853,7462013Assets 2015: $2,779,352Liabilities 2015: $0Net Assets 2015: $2,779,3522015Assets 2016: $2,730,363Liabilities 2016: $0Net Assets 2016: $2,730,3632016Assets 2017: $2,685,763Liabilities 2017: $0Net Assets 2017: $2,685,7632017Assets 2018: $2,669,752Liabilities 2018: $0Net Assets 2018: $2,669,7522018Assets 2019: $2,645,904Liabilities 2019: $0Net Assets 2019: $2,645,9042019Assets 2020: $2,627,310Liabilities 2020: $0Net Assets 2020: $2,627,3102020Assets 2021: $2,701,391Liabilities 2021: $0Net Assets 2021: $2,701,3912021Assets 2022: $2,695,113Liabilities 2022: $0Net Assets 2022: $2,695,1132022Assets 2023: $2,656,699Liabilities 2023: $0Net Assets 2023: $2,656,6992023Assets 2024: $2,700,109Liabilities 2024: $0Net Assets 2024: $2,700,1092024

Highlighted filing

2019

Assets$2,645,904
Liabilities$0
Net Assets$2,645,904
Open 2019 Filing

Operations Trend

Revenue Growth39th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $167,4572010Expenses 2011: $189,2962011Expenses 2012: $192,7852012Revenue 2013: $165,680Expenses 2013: $191,627Net Income 2013: -$25,9472013Revenue 2015: $154,854Expenses 2015: $222,925Net Income 2015: -$68,0712015Revenue 2016: $160,707Expenses 2016: $209,696Net Income 2016: -$48,9892016Revenue 2017: $158,965Expenses 2017: $203,565Net Income 2017: -$44,6002017Revenue 2018: $201,718Expenses 2018: $215,397Net Income 2018: -$13,6792018Revenue 2019: $199,598Expenses 2019: $223,446Net Income 2019: -$23,8482019Revenue 2020: $188,925Expenses 2020: $207,519Net Income 2020: -$18,5942020Revenue 2021: $299,555Expenses 2021: $225,474Net Income 2021: $74,0812021Revenue 2022: $237,844Expenses 2022: $244,122Net Income 2022: -$6,2782022Revenue 2023: $181,790Expenses 2023: $220,204Net Income 2023: -$38,4142023Revenue 2024: $271,603Expenses 2024: $228,193Net Income 2024: $43,4102024

Highlighted filing

2019

Revenue$199,598
Expenses$223,446
Net Income-$23,848
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 9, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dacotah BankTrusteePT$25,480-$25,480
June HelgesonAdvisor-$0--
Kaye CahillAdvisor-$0--
Royce GrimsrudAdvisor-$0--
Mark PistoriusAdvisor-$0--
Pat DadyAdvisor-$0--
Filing and Contact Details

Filer

Filer Name
Welk Family Foundation
EIN
36-3579562
Phone
6052255611
Address
PO Box 1210, Aberdeen, SD 57402-1210

Signing Officer

Name
Dacotah Bank
Title
Trustee
Phone
6052255611
Signed
2020-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
24 2nd Ave SW, Aberdeen, SD 57401-4115
Preparer
Melissa White CPA
Phone
6052258783
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Adobe Systems, Inc.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Alphabet, Inc. Class C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Amazon.com Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6American Express Co
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Blackrock, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Cerner Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Chevron Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Costco Wholesale Corp
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Procter & Gamble Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Starbucks Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30US Bancorp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Booking Holdings, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Citigroup, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Stryker Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Union Pacific Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Verizon Communications, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Visa, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Zions Bancorporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Texas Instruments, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39UnitedHealth Group, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Zoetis, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EOG Resources, Inc.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt072788
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt094741
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt028656
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0551
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0196736
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0196736
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02034
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02034
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt094741
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020384
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05096
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025480
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0181564
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0181564
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt072788
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt072788
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-23848
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt031518
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt031518
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0412229
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0586
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0586
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt094741
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0185174
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt028656
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0551
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0551
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05716
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05716
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0108
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0108
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03560
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0204676
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014424
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0223446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0199598
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0199598
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt023112
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014424
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0317488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt090705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt090705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0408193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt094741
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-23848
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02645904
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02669752
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02645904
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0199838
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0199838
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0199838
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0201690
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01852
IRS990PF/DistributableAmountGrp/TotalTaxAmt01852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01788
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01788
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03640
IRS990PF/FMVAssetsEOYAmt04226616
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03351388
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03351388
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0603626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0527517
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0543920
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0733486
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0755896
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01431343
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01202661
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01246404
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02135266
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-681636
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-705484
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0129979
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0116087
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0116087
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02669752
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02645904
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04226616
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02669752
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02645904
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02669752
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02645904
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04095229
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0117673
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03112265
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt061428
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0865291
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0201690
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04033801
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04095229
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.10

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,645,904
Liabilities
$0
Net assets
$2,645,904
Revenue
$199,598
Expenses
$223,446
Net income
-$23,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.27$0.23$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.18$0.22$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.24$0.24$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.30$0.23$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.19$0.21$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.20$0.22$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.20$0.22$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.16$0.20$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.16$0.21$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.15$0.22$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.17$0.19$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.19
2011Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.19
2010Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.17