Civic Intelligence

Prologis Foundation

990PF • Fiscal year 2020 • EIN 36-4439409

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
1800 Wazee St No 500Denver, CO 80202

(303) 567-5000

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

88th percentile

49%

Higher net margin than 88% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

$21,191,272

No earlier filing loaded for comparison.

Net Assets

$21,191,272

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin88th percentile

Revenue

$11,205,950

No earlier filing loaded for comparison.

Expenses

$5,682,141

No earlier filing loaded for comparison.

Net Income

$5,523,809

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2020: $21,191,272Liabilities 2020: $0Net Assets 2020: $21,191,2722020Assets 2021: $28,249,002Liabilities 2021: $0Net Assets 2021: $28,249,0022021Assets 2022: $22,740,732Liabilities 2022: $0Net Assets 2022: $22,740,7322022Assets 2023: $55,773,177Liabilities 2023: $0Net Assets 2023: $55,773,1772023Assets 2024: $59,575,468Liabilities 2024: $0Net Assets 2024: $59,575,4682024

Highlighted filing

2020

Assets$21,191,272
Liabilities$0
Net Assets$21,191,272
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$30M$20M$10M$0-$10MRevenue 2020: $11,205,950Expenses 2020: $5,682,141Net Income 2020: $5,523,8092020Revenue 2021: $8,550,894Expenses 2021: $2,607,834Net Income 2021: $5,943,0602021Revenue 2022: $312,008Expenses 2022: $2,272,901Net Income 2022: -$1,960,8932022Revenue 2023: $33,614,624Expenses 2023: $4,728,762Net Income 2023: $28,885,8622023Revenue 2024: $2,568,520Expenses 2024: $2,927,912Net Income 2024: -$359,3922024

Highlighted filing

2020

Revenue$11,205,950
Expenses$5,682,141
Net Income$5,523,809
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NEKRITZ EDWARD SDirector, Secretary, And President-$0--
ANDERSON GARY EDirector And Vice President-$0--
MCKEOWN COLLEENDirector And Vice President-$0--
PALAZZOLO LORI AManaging Director-$0--
HARRIS LISASenior Vice President-$0--
CADE CLAUDIAVice President-$0--
DROLLINGER CARMEN DVice President-$0--
POLGAR JESSICAAssistant SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Prologis Foundation
EIN
36-4439409
Phone
3035675000
Address
1800 WAZEE ST NO 500, DENVER, CO 80202

Signing Officer

Name
Edward S Nekritz
Title
Director
Phone
3035675000
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
7900 TYSONS ONE PLACE STE 800, MCLEAN, VA 22102
Preparer
Aaron L Brown
Phone
7032511000
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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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0DISASTER RELIEF
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1DISASTER RELIEF
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2HUMAN WELFARE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3DISASTER RELIEF
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4HUMAN WELFARE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5DISASTER RELIEF
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6HUMAN WELFARE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7DISASTER RELIEF
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8DISASTER RELIEF
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9DISASTER RELIEF
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10DISASTER RELIEF
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt12DISASTER RELIEF
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt9THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt10THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt11THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt12THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt13THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC.4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATIONEXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02020-11-30
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt12020-01-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt22021-02-28
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt32021-01-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt42021-02-28
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt52020-10-14
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt62021-02-28
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt72020-11-30
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt82021-01-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt92021-01-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt102021-01-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt112021-06-30
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt122021-11-30
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt132021-01-31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BLCKRCK HI YLD BND PORT-K
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ISHARES 20+ YEAR TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2ISHARES 7-10 YEAR TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3JPM CORE BOND FD-USD-R6-ISIN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4JPM HIGH YIELD FD-UST-R6-ISIN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5PIMCO INV GRD BND-INST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6PIMCO INCOME FUND-INS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7SIX CIRCLES ULTR SHRT DUR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8VANGUARD MORTGAGE-BACKED SEC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9VANGUARD TTL INTL BND-ADM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0556379
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1367669
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2220948
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt32292000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4247475
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5358355
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6120543
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7114056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8268728
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt91709895
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1367669
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2220948
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt32292000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3208040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4717000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5142667
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5JP MORGAN BETABUILDERS EUROPE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6JP MORGAN BETABUILDERS JAPAN ETF
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0286673
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05523809
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08265439
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0227805
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01803
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt055003
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt081770
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020249
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt058868
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05682141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0286673
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0102019
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13980770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-120331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-242352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt279894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-120331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-242352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt279894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04447127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13738418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt279894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-282789
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt010552
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0946267
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021201824
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014731748
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021191272
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0850036
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0850036
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0850036
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0853202
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03166
IRS990PF/DistributableAmountGrp/TotalTaxAmt03166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06965
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06965
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010131
IRS990PF/FMVAssetsEOYAmt021191272
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt04129866
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0-7494646
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014731748
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08074162
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08074162
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06256048
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt06256048
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06665575
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06665575
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010601882
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt028685918
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0195487
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0195487
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014731748
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021191272
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021191272
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014731748
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021191272
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014731748
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021191272
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017323890
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04599799
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012724091
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0259858
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0853202
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017064032
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017323890
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
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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/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/PersonNm0NEKRITZ EDWARD S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANDERSON GARY E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MCKEOWN COLLEEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PALAZZOLO LORI A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4HARRIS LISA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CADE CLAUDIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DROLLINGER CARMEN D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7POLGAR JESSICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, SECRETARY, AND PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR AND VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR AND VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3MANAGING DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SENIOR VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VICE PRESIDENT

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,191,272
Liabilities
$0
Net assets
$21,191,272
Revenue
$11,205,950
Expenses
$5,682,141
Net income
$5,523,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.6$0.00$59.6$2.57$2.93$0.36
2023Detailed filing. Detailed filing data is available for this year.$55.8$0.00$55.8$33.6$4.73$28.9
2022Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$0.31$2.27$1.96
2021Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$8.55$2.61$5.94
2020Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$11.2$5.68$5.52