Civic Intelligence

The Owen Foundation

990PF • Fiscal year 2015 • EIN 37-1335069

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization Profile
19 Stonebrook CTBloomington, IL 61704

(309) 826-1141

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

65th percentile

9.6%

Higher net margin than 65% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

53rd percentile

0.7%

Faster asset growth than 53% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,580,021

Up $18,681 (+0.7%) from 2014

Net Assets

Up

$2,580,021

Up $18,681 (+0.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin65th percentile

Revenue

Down

$194,597

Down $32,566 (-14%) from 2014

Expenses

Up

$175,916

Up $4,696 (+2.7%) from 2014

Net Income

Down

$18,681

Down $37,262 (-67%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,252,597Liabilities 2010: $0Net Assets 2010: $2,252,5972010Assets 2012: $2,199,014Liabilities 2012: $10,000Net Assets 2012: $2,189,0142012Assets 2013: $2,510,350Liabilities 2013: $4,953Net Assets 2013: $2,505,3972013Assets 2014: $2,561,340Liabilities 2014: $0Net Assets 2014: $2,561,3402014Assets 2015: $2,580,021Liabilities 2015: $0Net Assets 2015: $2,580,0212015Assets 2016: $2,489,890Liabilities 2016: $0Net Assets 2016: $2,489,8902016Assets 2017: $2,465,868Liabilities 2017: $0Net Assets 2017: $2,465,8682017Assets 2018: $2,523,851Liabilities 2018: $0Net Assets 2018: $2,523,8512018Assets 2019: $2,461,919Liabilities 2019: $0Net Assets 2019: $2,461,9192019Assets 2020: $2,383,350Liabilities 2020: $0Net Assets 2020: $2,383,3502020Assets 2021: $2,654,922Liabilities 2021: $0Net Assets 2021: $2,654,9222021Assets 2022: $2,584,703Liabilities 2022: $0Net Assets 2022: $2,584,7032022Assets 2023: $2,685,602Liabilities 2023: $0Net Assets 2023: $2,685,6022023Assets 2024: $2,716,402Liabilities 2024: $0Net Assets 2024: $2,716,4022024

Highlighted filing

2015

Assets$2,580,021
Liabilities$0
Net Assets$2,580,021
Open 2015 Filing

Operations Trend

Revenue Growth23rd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $118,5802010Expenses 2012: $211,5372012Revenue 2013: $493,653Expenses 2013: $177,270Net Income 2013: $316,3832013Revenue 2014: $227,163Expenses 2014: $171,220Net Income 2014: $55,9432014Revenue 2015: $194,597Expenses 2015: $175,916Net Income 2015: $18,6812015Revenue 2016: $85,746Expenses 2016: $175,873Net Income 2016: -$90,1272016Revenue 2017: $141,799Expenses 2017: $165,821Net Income 2017: -$24,0222017Revenue 2018: $243,130Expenses 2018: $185,147Net Income 2018: $57,9832018Revenue 2019: $126,455Expenses 2019: $188,387Net Income 2019: -$61,9322019Revenue 2020: $112,166Expenses 2020: $190,735Net Income 2020: -$78,5692020Revenue 2021: $470,730Expenses 2021: $199,158Net Income 2021: $271,5722021Revenue 2022: $179,404Expenses 2022: $249,623Net Income 2022: -$70,2192022Revenue 2023: $336,694Expenses 2023: $235,795Net Income 2023: $100,8992023Revenue 2024: $273,478Expenses 2024: $242,678Net Income 2024: $30,8002024

Highlighted filing

2015

Revenue$194,597
Expenses$175,916
Net Income$18,681
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCES M OWENPresident, Treasurer, Dire-$0--
ANDREA O BEYERVice President, Director-$0--
BRENT R ALSMANAssistant Treasurer, Direc-$0--
ANASTASIA M ALSMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Owen Foundation
EIN
37-1335069
Phone
3098261141
Address
19 STONEBROOK CT, BLOOMINGTON, IL 61704

Signing Officer

Name
Frances M Owen
Title
President
Phone
3098261141
Signed
2016-05-12

Preparer

Firm
Dunbar Breitweiser & Company Llp
Address
202 NORTH CENTER STREET, BLOOMINGTON, IL 61701
Preparer
Bruce G Holtz
Phone
3098270348
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021033
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021033
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt018681
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0427416
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04280
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04280
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0169184
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0185306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06509
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06780
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0228
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0166725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09191
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0175916
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0194497
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0194597
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02725
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09191
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0258232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt068874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1100310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt068874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1100310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0327106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1100310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY OWNED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0169184
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018681
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02580021
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02561340
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02580021
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0160524
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0160524
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0160524
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0162377
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01853
IRS990PF/DistributableAmountGrp/TotalTaxAmt01853
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0613
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02466
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01853
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0613
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01853
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01853
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02466
IRS990PF/FMVAssetsEOYAmt03182908
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt047610
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0419622
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0419622
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0359014
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0377366
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0895145
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt0680
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt0809
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYFMVAmt0809
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0136
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01351410
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01220796
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01305904
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02561340
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02580021
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0802490
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0561428
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0561428
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02561340
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02580021
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03182908
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02561340
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02580021
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02561340
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02580021
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03296999
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01018192
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02277926
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt049455
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0881
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0162377
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03247544
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03296999
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANCES M OWEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANDREA O BEYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRENT R ALSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ANASTASIA M ALSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, TREASURER, DIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ASSISTANT TREASURER, DIREC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019 STONEBROOK CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119 STONEBROOK CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt219 STONEBROOK CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt319 STONEBROOK CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BLOOMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BLOOMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BLOOMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BLOOMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd061704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd161704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd261704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd361704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0140291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0142144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0152249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0138619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0189568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0118382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt091945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043199

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,580,021
Liabilities
$0
Net assets
$2,580,021
Revenue
$194,597
Expenses
$175,916
Net income
$18,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.27$0.24$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.34$0.24$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.18$0.25$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.47$0.20$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.11$0.19$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.13$0.19$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.24$0.19$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.14$0.17$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.09$0.18$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.19$0.18$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.23$0.17$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.49$0.18$0.32
2012Detailed filing. Detailed filing data is available for this year.$2.20$0.01$2.19$0.21
2010Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.12