Civic Intelligence

Owen L Coon Foundation

990PF • Fiscal year 2017 • EIN 36-6066907

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 05, 2018

Organization Profile
444 West Lake Street No 4000Chicago, IL 60606-0029

(312) 984-7656

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.12x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

2.30x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

20th percentile

-11%

Higher net margin than 20% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

70th percentile

9.9%

Faster asset growth than 70% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

3.6%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$9,208,912

Up $829,537 (+9.9%) from 2016

Net Assets

Up

$8,146,689

Up $1,085,564 (+15%) from 2016

Liabilities

Down

$1,062,223

Down $256,027 (-19%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin20th percentile

Revenue

Up

$461,871

Up $15,880 (+3.6%) from 2016

Expenses

Down

$511,707

Down $1,370,044 (-73%) from 2016

Net Income

Up

-$49,836

Up $1,385,924 (+97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,727,438Liabilities 2010: $234,676Net Assets 2010: $7,492,7622010Assets 2011: $7,422,921Liabilities 2011: $4,987Net Assets 2011: $7,417,9342011Assets 2012: $7,510,436Liabilities 2012: $1,184,020Net Assets 2012: $6,326,4162012Assets 2013: $8,188,928Liabilities 2013: $830,762Net Assets 2013: $7,358,1662013Assets 2014: $8,574,944Liabilities 2014: $538,602Net Assets 2014: $8,036,3422014Assets 2015: $8,110,727Liabilities 2015: $188,128Net Assets 2015: $7,922,5992015Assets 2016: $8,379,375Liabilities 2016: $1,318,250Net Assets 2016: $7,061,1252016Assets 2017: $9,208,912Liabilities 2017: $1,062,223Net Assets 2017: $8,146,6892017Assets 2018: $8,484,048Liabilities 2018: $755,380Net Assets 2018: $7,728,6682018Assets 2019: $9,837,799Liabilities 2019: $450,118Net Assets 2019: $9,387,6812019Assets 2020: $10,006,919Liabilities 2020: $225,870Net Assets 2020: $9,781,0492020Assets 2021: $11,074,106Liabilities 2021: $1,067,911Net Assets 2021: $10,006,1952021Assets 2022: $10,087,636Liabilities 2022: $1,074,555Net Assets 2022: $9,013,0812022Assets 2023: $10,338,851Liabilities 2023: $802,636Net Assets 2023: $9,536,2152023Assets 2024: $10,985,657Liabilities 2024: $502,945Net Assets 2024: $10,482,7122024

Highlighted filing

2017

Assets$9,208,912
Liabilities$1,062,223
Net Assets$8,146,689
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $450,0042010Expenses 2011: $437,9252011Expenses 2012: $1,733,9702012Revenue 2013: $531,030Expenses 2013: $536,022Net Income 2013: -$4,9922013Revenue 2014: $531,185Expenses 2014: $486,090Net Income 2014: $45,0952014Revenue 2015: $587,460Expenses 2015: $563,214Net Income 2015: $24,2462015Revenue 2016: $445,991Expenses 2016: $1,881,751Net Income 2016: -$1,435,7602016Revenue 2017: $461,871Expenses 2017: $511,707Net Income 2017: -$49,8362017Revenue 2018: $513,811Expenses 2018: $596,565Net Income 2018: -$82,7542018Revenue 2019: $671,690Expenses 2019: $594,232Net Income 2019: $77,4582019Revenue 2020: $399,459Expenses 2020: $368,409Net Income 2020: $31,0502020Revenue 2021: $1,034,011Expenses 2021: $1,808,372Net Income 2021: -$774,3612021Revenue 2022: $609,708Expenses 2022: $193,581Net Income 2022: $416,1272022Revenue 2023: $768,404Expenses 2023: $507,771Net Income 2023: $260,6332023Revenue 2024: $672,747Expenses 2024: $631,804Net Income 2024: $40,9432024

Highlighted filing

2017

Revenue$461,871
Expenses$511,707
Net Income-$49,836
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 5, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OWEN L COON IIIDirector-$0--
BARBARA A COONDirector-$0--
DAVID A HERPETreasurer/Director-$0--
JEANNE BRIGGS LATKADirector-$0--
LOREN A HANSENDirector-$0--
ERIK R SEGALLSecretary/Director-$0--
ELIZABETH COON MARTINPresident/Director-$0--
PHILIP R BRIGGSVice-President/Director-$0--
SARA CAVANEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Owen L Coon Foundation
EIN
36-6066907
Phone
3129847656
Address
444 WEST LAKE STREET NO 4000, CHICAGO, IL 60606-0029

Signing Officer

Name
Elizabeth Martin
Title
President
Phone
3129847656
Signed
2018-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Hegre Mcmahon & Schimmel LLC
Address
600 ENTERPRISE DRIVE STE 109, OAK BROOK, IL 60523
Preparer
Sean Mcmahon
Phone
3123456200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02,495 ALTRIA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1390 AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2295 BLACKROCK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36,490 CISCO SYS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41,520 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5805 MERCK AND CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61,565 NEXTERA ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71,315 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8640 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93,460 MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102,665 PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112,630 WISCONSIN ENERGY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122,450 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132,230 ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142,820 JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151,060 LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162,440 MAXIM INTEGRATED PRODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17795 3M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182,400 PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191,990 VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm205,180 BBT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211,585 CROWN CASTLE INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221,160 HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231,250 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm243,880 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25190 PUBLIC STORAGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261,095 AIR PRODS CHEMCICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27970 AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28690 ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm292,675 TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301,410 MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311,240 REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32270 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331,480 HONEYWELL INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm341,745 EXXON MOBILE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351,495 HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361,150 MARCH MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37450 MCCORMICK CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm381,105 SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39955 VALERO ENERRGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm403,080 WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm412,423 ENBRIDGE INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0267039
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0194832
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0461871
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0461871
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0194832
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0310000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0310000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0267039
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0267039
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-49836
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02593831
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt028090
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt028091
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt056181
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0194832
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0355777
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt014382
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt055040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt069622
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01521
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0398297
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0106094
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0511707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0461871
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0461871
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt088297
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0106094
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0201707
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt036575
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt012192
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt048767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02398999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0191850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0191850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02590849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CLASS ACTION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0194832
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-49836
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01135400
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08146689
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07061125
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08146689
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0425875
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0425875
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0425875
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0432991
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07116
IRS990PF/DistributableAmountGrp/TotalTaxAmt07116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02404
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt06000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02404
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09520
IRS990PF/FMVAssetsEOYAmt09208912
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt03596
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02099401
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02664754
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02664754
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05969270
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06474205
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06474205
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt01318250
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01058627
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01541
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0113445
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt069952
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt069952
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08379375
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09208912
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09208912
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01318250
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01062223
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08379375
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09208912
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07061125
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08146689
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt07061125
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt08146689
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0195717
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08791688
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0183847
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08607841
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0131875
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0432991
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08659813
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08791688
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,208,912
Liabilities
$1,062,223
Net assets
$8,146,689
Revenue
$461,871
Expenses
$511,707
Net income
-$49,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.50$10.5$0.67$0.63$0.04
2023Detailed filing. Detailed filing data is available for this year.$10.3$0.80$9.54$0.77$0.51$0.26
2022Detailed filing. Detailed filing data is available for this year.$10.1$1.07$9.01$0.61$0.19$0.42
2021Detailed filing. Detailed filing data is available for this year.$11.1$1.07$10.0$1.03$1.81$0.77
2020Detailed filing. Detailed filing data is available for this year.$10.0$0.23$9.78$0.40$0.37$0.03
2019Detailed filing. Detailed filing data is available for this year.$9.84$0.45$9.39$0.67$0.59$0.08
2018Detailed filing. Detailed filing data is available for this year.$8.48$0.76$7.73$0.51$0.60$0.08
2017Detailed filing. Detailed filing data is available for this year.$9.21$1.06$8.15$0.46$0.51$0.05
2016Detailed filing. Detailed filing data is available for this year.$8.38$1.32$7.06$0.45$1.88$1.44
2015Detailed filing. Detailed filing data is available for this year.$8.11$0.19$7.92$0.59$0.56$0.02
2014Detailed filing. Detailed filing data is available for this year.$8.57$0.54$8.04$0.53$0.49$0.05
2013Detailed filing. Detailed filing data is available for this year.$8.19$0.83$7.36$0.53$0.54$0.00
2012Detailed filing. Detailed filing data is available for this year.$7.51$1.18$6.33$1.73
2011Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.44
2010Detailed filing. Detailed filing data is available for this year.$7.73$0.23$7.49$0.45