Civic Intelligence

The Owen Foundation

990PF • Fiscal year 2017 • EIN 37-1335069

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

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

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

34th percentile

-1.0%

Faster asset growth than 34% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

65%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$2,465,868

Down $24,022 (-1.0%) from 2016

Net Assets

Down

$2,465,868

Down $24,022 (-1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$141,799

Up $56,053 (+65%) from 2016

Expenses

Down

$165,821

Down $10,052 (-5.7%) from 2016

Net Income

Up

-$24,022

Up $66,105 (+73%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$2,465,868
Liabilities$0
Net Assets$2,465,868

Operations Trend

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

2017

Revenue$141,799
Expenses$165,821
Net Income-$24,022
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Compensation and Service Providers

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
2018-05-07

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/NetInvestmentIncomeAmt0132180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07449
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0323
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0323
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0156202
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0165821
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0141799
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0141799
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01897
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09619
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt024029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1100502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1100502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt030746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1100502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0107219
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-24022
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02465868
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02489890
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02465868
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0171295
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0171295
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0171295
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0173939
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02644
IRS990PF/DistributableAmountGrp/TotalTaxAmt02644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01514
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01130
IRS990PF/FMVAssetsEOYAmt03673233
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt090710
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07636
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt080328
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt080004
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt079998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0391701
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0417503
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01286703
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt0900
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt0900
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYFMVAmt0900
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01283536
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01397761
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01735932
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02489890
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02465868
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0642715
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0562064
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0562064
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02489890
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02465868
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03673233
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02489890
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02465868
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02489890
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02465868
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03531750
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0703502
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02827348
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052976
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0900
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0173939
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03478774
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03531750
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/AdjNetVlNoncharitableAssetsAmt0177167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0178489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0163155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0164872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0152249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0138619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0189568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.064569

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Filings

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