Civic Intelligence

Silas and Ruth Claypool Foundation

990PF • Fiscal year 2013 • EIN 37-6288069

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

P O Box 217Robinson, IL 62454

(618) 544-2960

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

35th percentile

-1.7%

Faster asset growth than 35% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Down

$582,145

Down $10,045 (-1.7%) from 2012

Net Assets

Down

$582,145

Down $10,045 (-1.7%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue

$33,506

No earlier filing loaded for comparison.

Expenses

Up

$43,551

Up $2,530 (+6.2%) from 2012

Net Income

-$10,045

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $623,356Liabilities 2010: $0Net Assets 2010: $623,3562010Assets 2011: $605,960Liabilities 2011: $0Net Assets 2011: $605,9602011Assets 2012: $592,190Liabilities 2012: $0Net Assets 2012: $592,1902012Assets 2013: $582,145Liabilities 2013: $1Net Assets 2013: $582,1452013Assets 2014: $565,221Liabilities 2014: $1Net Assets 2014: $565,2212014Assets 2015: $547,577Liabilities 2015: $1Net Assets 2015: $547,5772015Assets 2016: $521,547Liabilities 2016: $0Net Assets 2016: $521,5472016Assets 2017: $494,452Liabilities 2017: $0Net Assets 2017: $494,4522017Assets 2018: $471,680Liabilities 2018: $0Net Assets 2018: $471,6802018Assets 2019: $550,894Liabilities 2019: $1Net Assets 2019: $550,8942019Assets 2020: $524,279Liabilities 2020: $1Net Assets 2020: $524,2792020Assets 2021: $495,699Liabilities 2021: $1Net Assets 2021: $495,6992021Assets 2022: $472,965Liabilities 2022: $1Net Assets 2022: $472,9652022Assets 2023: $454,489Liabilities 2023: $1Net Assets 2023: $454,4892023Assets 2024: $422,321Liabilities 2024: $0Net Assets 2024: $422,3212024

Highlighted filing

2013

Assets$582,145
Liabilities$1
Net Assets$582,145

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $40,8922010Expenses 2011: $40,6542011Expenses 2012: $41,0212012Revenue 2013: $33,506Expenses 2013: $43,551Net Income 2013: -$10,0452013Revenue 2014: $27,056Expenses 2014: $43,980Net Income 2014: -$16,9242014Revenue 2015: $27,585Expenses 2015: $45,229Net Income 2015: -$17,6442015Revenue 2016: $19,065Expenses 2016: $45,095Net Income 2016: -$26,0302016Revenue 2017: $25,060Expenses 2017: $52,155Net Income 2017: -$27,0952017Revenue 2018: $23,826Expenses 2018: $46,598Net Income 2018: -$22,7722018Revenue 2019: $123,077Expenses 2019: $43,863Net Income 2019: $79,2142019Revenue 2020: $17,435Expenses 2020: $44,050Net Income 2020: -$26,6152020Revenue 2021: $21,749Expenses 2021: $50,329Net Income 2021: -$28,5802021Revenue 2022: $16,142Expenses 2022: $38,876Net Income 2022: -$22,7342022Revenue 2023: $20,156Expenses 2023: $38,632Net Income 2023: -$18,4762023Revenue 2024: $20,536Expenses 2024: $52,704Net Income 2024: -$32,1682024

Highlighted filing

2013

Revenue$33,506
Expenses$43,551
Net Income-$10,045
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ed ReisTrustee-$0--
Jeff PatchettTrustee-$0--
Resa ShanerTrustee-$0--
Don WhiteTrustee-$0--
Chris PappageorgeTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOblong Unit #4 School DistrictPublic Education - textbooks.Public charity - 509Oblong, IL, US$8,100
Paid GrantCrawford County Youth AlliancePublic Education - personnel costs.Public charity - 509Robinson, IL, US$6,800
Paid GrantLamotte Township Park DistrictPublic Recreation - playground equipment.EducationPublic charity - 509Palestine, IL, US$6,800
Paid GrantPalestine Community Food BankPublic Health - purchase food.Public charity - 509Palestine, IL, US$6,800
Paid GrantCrawford County Fair AssociationPublic Recreation - roof replacement.Public charity - 509Oblong, IL, US$5,500
Filing and Contact Details

Filer

EIN
37-6288069
Phone
6185442960

Signing Officer

Name
Stewart Schutte
Title
Trust Officer
Phone
6185443900
Signed
2014-05-13
Discuss with paid preparer
No

Preparer

Preparer
Jodi Truitt
Phone
6185461502
Raw XML AppendixShowing 400 of 642 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0850
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Prep Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0850
CashDeemedCharitableExplnStmt/ShortExplanationTxt0In accordance with Reg. 53.4942(a)-2(c)(3)(iv), the Silas and Ruth Claypool Foundation is excluding from its minimum investment return (MIR) calculation a total of $40,000 in cash that it deems held for charitable activities. This amount is in excess of the fair market value of the foundation's noncharitable assets. The following information is submitted in support of the exclusion from MIR of this amount.1. Fair market value of the foundation's noncharitable assets: $723,8012. 1.5% of line 1: $10,8573. Facts and circumstances justifiying the exclusion of an amount in excess of the amount on line 2: For both 2013 and 2012, the foundations disbursements for both administrative and charitable disbursements have exceeded $40,000. This has been the case for several years, as the foundation normally awards grants approximating $34,000 on an annual basis.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Bank of America Corp 4.4%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Principal Financial Group 5.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Citigroup Funding Structured 2.9%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3HSBC Finance Corp 3.35%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Wells Fargo & Co 5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Simon Property Group 3.375%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6American Intl Group 6.4%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Catholic Health Initiatives 2.95%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125725
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt210000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt315000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt419308
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt59825
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt635523
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt79405
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt05137
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt127899
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt29945
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt315143
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt418680
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt59747
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt635456
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt79089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt60
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt93992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt139844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt165207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1710064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt185425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1910053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt215307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt237516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt247888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt255293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt262193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt275480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt283745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2912207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt307176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt335587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt519884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt712393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt810808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt910120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1327477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1515640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt165739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1711223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1810368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt199189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2111338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt225504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2315028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2410508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2510100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt264914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt277869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt285744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2910533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt307703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt316806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt326601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt336906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M Co - 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Alcoa Inc - 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2American International Group - 10 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Amgen - 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Bristol Myers Squibb - 250 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Church & Dwight Inc - 300 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Citigroup Inc - 0 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Coca Cola Company - 300 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Danaher Corp - 140 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Exxon Mobil Corp - 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Fortune Brands - 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11General Electric Co - 250 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Intel Corp - 0 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Johnson & Johnson - 300 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Lowes Co Inc - 0 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15McGraw Hill Inc - 200 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Medtronic - 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Microsoft Corp - 300 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Pepsico Inc - 125 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Pfizer Inc - 300 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Proctor & Gamble Co - 0 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Raytheon - 125 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22State Street Corp - 75 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Stryker Corp - 200 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24United Parcel Service - 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25US Bancorp - 250 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Verizon Communications - 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Wal-Mart Stores Inc - 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Walgreen Co - 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Wells Fargo & Co - 232 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Weyerhaeuser Co - 244 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Beam Inc - 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Abbvie Inc - 125 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Directv - 100 sh
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0106139
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0106507
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0975
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt037647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Mutual Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt055701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt015694
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt013782
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02657
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Return of Unused Grant Funds
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01373
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt033506
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt033506
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013782
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt034000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt034000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015694
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015694
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10045
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0140369
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02657
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02657
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013782
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022805
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01373
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08463
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08463
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0223
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt034000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt043551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt032133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt033506
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09328
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02002-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12002-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22009-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32001-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42004-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52003-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62003-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72002-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82002-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92001-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102004-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112009-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122002-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132001-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt38207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt626134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt730600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt88661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt93885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1011142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-13941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-7171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt57394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt64015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-3384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt98703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt104246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt132796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt142648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-13941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-7171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt57394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt64015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-3384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt98703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt104246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt142648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt59791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt630149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt730000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt85277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt912588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1015388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Alcoa Inc - 100 sh
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1American International Group - 10 sh
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Bristol Myers Squibb Co - 250 sh
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Citigroup Inc - 20 sh
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Coca Cola Company - 100 sh
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Danaher Corp - 140 sh
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Dodge & Cox Stock Fund - 226.646 sh
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Fed Farm Credit Bank 6.06%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Intel Corp - 250 sh
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Lowes Companies Inc - 300 sh
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Proctor & Gamble Company - 200 sh
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Raytheon Co - 125 sh
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc123M Company - 50 sh
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Verizon Communications - 100 sh
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013782
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10045
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0582145
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0592190
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0582145
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt033962
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt033962
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt033962
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt034190
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0228
IRS990PF/DistributableAmountGrp/TotalTaxAmt0228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0200
IRS990PF/FMVAssetsEOYAmt0735982
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0599
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01037
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01037
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt084858
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0129786
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0131096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0213990
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0154637
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0285682
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt039
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt039
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt061134
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt037647
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt055701
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0180480
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0151885
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0154757
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0592190
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0582145
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0735982
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0592190
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0582145
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0592190
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0582145
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0592190
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0582145
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt051129
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0107114
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0107670
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0723801
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0165507
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0558294
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt040000
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt034190
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0683801
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0723801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ed Reis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jeff Patchett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Resa Shaner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Don White
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Chris Pappageorge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.21$0.53$0.32
2023Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.20$0.39$0.18
2022Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.16$0.39$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.22$0.50$0.29
2020Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.17$0.44$0.27
2019Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$1.23$0.44$0.79
2018Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.24$0.47$0.23
2017Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.25$0.52$0.27
2016Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.19$0.45$0.26
2015Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.28$0.45$0.18
2014Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.27$0.44$0.17
2013Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.34$0.44$0.10
2012Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.41
2011Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.41
2010Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.41
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $500k-$1M nonprofits