Civic Intelligence

The Americana Foundation 71089

990PF • Fiscal year 2023 • EIN 38-2269431

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization Profile
28115 Meadowbrook RoadNovi, MI 48377

(248) 347-3863

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

55th percentile

0.21x

Higher debt load relative to revenue than 55% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

6th percentile

-119%

Higher net margin than 6% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$188,240

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 38.5% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

64th percentile

9.1%

Faster asset growth than 64% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

128%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$19,977,582

Up $1,672,932 (+9.1%) from 2022

Net Assets

Up

$19,873,445

Up $1,692,741 (+9.3%) from 2022

Liabilities

Down

$104,137

Down $19,809 (-16%) from 2022

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin6th percentile

Revenue

Up

$489,065

Up $274,995 (+128%) from 2022

Expenses

Down

$1,069,417

Down $148,009 (-12%) from 2022

Net Income

Up

-$580,352

Up $423,004 (+42%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$30M$20M$10M$0Assets 2011: $16,903,996Liabilities 2011: $145,7982011Assets 2012: $18,068,984Liabilities 2012: $186,5512012Assets 2013: $20,456,258Liabilities 2013: $255,2342013Assets 2014: $19,634,997Liabilities 2014: $258,599Net Assets 2014: $19,376,3982014Assets 2015: $18,094,430Liabilities 2015: $278,3042015Assets 2018: $17,411,944Liabilities 2018: $398,454Net Assets 2018: $17,013,4902018Assets 2019: $19,529,929Liabilities 2019: $313,144Net Assets 2019: $19,216,7852019Assets 2020: $22,134,730Liabilities 2020: $173,706Net Assets 2020: $21,961,0242020Assets 2021: $23,362,515Liabilities 2021: $59,012Net Assets 2021: $23,303,5032021Assets 2022: $18,304,650Liabilities 2022: $123,946Net Assets 2022: $18,180,7042022Assets 2023: $19,977,582Liabilities 2023: $104,137Net Assets 2023: $19,873,4452023Assets 2024: $20,881,120Liabilities 2024: $131,443Net Assets 2024: $20,749,6772024

Highlighted filing

2023

Assets$19,977,582
Liabilities$104,137
Net Assets$19,873,445
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $781,285Expenses 2011: $1,090,266Net Income 2011: -$308,9812011Revenue 2012: $907,765Expenses 2012: $1,179,158Net Income 2012: -$271,3932012Revenue 2013: $1,872,381Expenses 2013: $1,143,059Net Income 2013: $729,3222013Revenue 2014: $1,641,924Expenses 2014: $1,343,086Net Income 2014: $298,8382014Revenue 2015: $910,678Expenses 2015: $1,198,620Net Income 2015: -$287,9422015Revenue 2018: $1,353,072Expenses 2018: $1,370,963Net Income 2018: -$17,8912018Revenue 2019: $1,138,104Expenses 2019: $1,037,869Net Income 2019: $100,2352019Revenue 2020: $1,797,217Expenses 2020: $977,559Net Income 2020: $819,6582020Revenue 2021: $2,591,669Expenses 2021: $1,072,033Net Income 2021: $1,519,6362021Revenue 2022: $214,070Expenses 2022: $1,217,426Net Income 2022: -$1,003,3562022Revenue 2023: $489,065Expenses 2023: $1,069,417Net Income 2023: -$580,3522023Revenue 2024: $1,267,381Expenses 2024: $1,144,797Net Income 2024: $122,5842024

Highlighted filing

2023

Revenue$489,065
Expenses$1,069,417
Net Income-$580,352
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN BUCKNERExecutive DirectorFT$170,004$18,236$188,240
ROBERT JANSONPresident-$11,200-$11,200
JONATHAN THOMASTrustee-$9,600-$9,600
KATHRYN HARPERTrustee-$7,200-$7,200
MATTHEW WAWROTreasurer-$7,200-$7,200
RICK FOSTERVice President-$7,200-$7,200
GARY RENTROP ENDED 1223Trustee-$5,400-$5,400
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMICHIGAN STATE UNIVERSITY2023 PROGRAMMING AND OPERATIONSPCEAST LANSING, MI, US$130,000
Paid GrantWORCESTER ART MUSEUM (WAM)THE PRICE OF LUXURY IN AMERICAN ART. RE-ENVISIONING THE WORCESTER ART MESUM'S PRESENTATION OF ITS EARLY AMERICAN PAINTINGS AND DECORATIVE ARTS COLLECTIONPCWORCESTER, MA, US$30,000
Paid GrantEDSEL AND ELEANOR FORD HOUSEINVISIBLE LABOR PROJECTPCGROSSE POINTE SHORES, MI, US$25,000
Paid GrantDENVER ART MUSEUMCONSERVATION INTERN PROGRAMPCDENVER, CO, US$25,000
Paid GrantMICHIGAN HISTORY FOUNDATIONDRUM CIRCLE FOR GCHI MSHIIKENH DEH MINISING / HEART OF THE GREAT TURTLE ISLANDPCLANSING, MI, US$25,000
Paid GrantHISTORIC DEERFIELD INCUNNAMED FIGURES: BLACK PRESENCE AND ABSENSE IN THE EARLY AMERICAN NORTHPCDEERFIELD, MA, US$25,000
Paid GrantHISTORIC LOCUST GROVEOUTDOOR INTERPRETIVE SIGNAGE: REDUCING BARRIERS TO HISTORIC RESOURCES AND EXPANDING OUTREACHPCLOUISVILLE, KY, US$25,000
Paid GrantSOO LOCKS CHILDRENS MUSEUMDEVELOPMENT OF INTERACTIVE TREE EXHIBITS FOR THE MUSEUM'S NATURE-THEMED SECTIONPCSAULT STE MARIE, MI, US$25,000
Paid GrantBLACK TO THE LAND COALITIONDETROIT SUGARBUSH PRJECT- DESIGN AND FILMPCDETROIT, MI, US$25,000
Paid GrantMICHIGAN SUSTAINABLE BUSINESS FORUMBENTON HARBOR JUSTICE 40 INITIATIVE: BUILDING SUSTAINABILITY CAPACITY IN A COMMUNITY IMPACTED BY EMERGENCY MANAGEMENTPCGRAND RAPIDS, MI, US$25,000
Paid GrantCOLONIAL WILLIAMSBURG FOUNDATIONBLACK ARTISTS AND ARTISANS CONFERENCEPCWILLIAMSBURG, VA, US$20,000
Paid GrantEDISON INSTITUTEDEVELOPING EDIBLE EDUCATION IN GREENFIELD VILLAGEPCWASHINGTON, DC, US$20,000
Paid GrantMICHIGAN ENVIORNMENTAL COUNCILCOMMUNITY JOURNALISM TRAINING FOR DETROIT RESIDENTS TO REPORT ON LAND-BASED CLIMATE SOLUTIONS AND URBAN AGRICULTUREPCLANSING, MI, US$20,000
Paid GrantREGENTS OF UNIVERSITY OF MICHIGANPROGRAMMING AT THE UNIVERSITY OF MICHIGAN MUSEUM OF ARTPCANN ARBOR, MI, US$20,000
Paid GrantUNITED WAY OF NORTHEAST MICHIGANFOSTERING A CIRCULAR ECONOMY ROOTED IN REGIONAL FOOD SYSTEMSPCALPENA, MI, US$20,000
Paid GrantDETROIT HIVESGO GREEN BOTANITCAL GARDENSPCDETROIT, MI, US$18,500
Paid GrantHEADWATERS LAND CONSERVANCYLANDOWNER STEWARDSHIP RESOURCES ASSISTANCE SERIESPCGAYLORD, MI, US$16,000
Paid GrantDIPLOMATIC RECEPTION ROOMSPROJECT: MYSTERY OF THE AFRICAN AMERICAN SUBJECT, THE FLUTISTPCWASHINGTON, DC, US$15,000
Paid GrantHESSEL SCHOOL HOUSE CORPORATIONNATURE DISCOVERY SERIES - ENVIRONMENTAL EDUCATION FOR ALL AGESPCHESSEL, MI, US$15,000
Paid GrantLITTLE TRAVERSE CONSERVANCYFILING KNOWLEDGE GAPS AND RAISING THE RESPONSE -ABILITY TO CONSERVE WILD LANDSPCHARBOR SPRINGS, MI, US$15,000
Paid GrantMAKE FOOD NOT WASTEREDUCING FOOD WASTE ON COLLEGE CAMPUSESPCDETROIT, MI, US$13,500
Paid GrantMACKINAC STRAITS RAPTOR WATCHTHE STRAITS AREA MIGRATION STATIONPCPETOSKEY, MI, US$9,300
Paid GrantDETROIT PUBLIC SCHOOLS FOUNDATIONDETROIT PUBLIC SCHOOLS COMMUNITY DISTRICT'S HORTICULTURE PROGRAMPCDETROIT, MI, US$7,500
Paid GrantMICHIGAN STATE UNIVERSITY2023 MSU TOLLGATE MASTER GARDENER DINNERPCEAST LANSING, MI, US$5,032
Paid GrantMICHIGAN STATE UNIVERSITYTHOMAS RANGER MEMORIAL FUND 2023PCEAST LANSING, MI, US$5,000
Paid GrantALLEN NEIGHBORHOOD CENTERHUNTER PARK GARDENHOUSE SCHOOL FIELD TRIP PILOT PROGRAMPCLANSING, MI, US$5,000
Paid GrantBETHANY HOUSING MINISTRIES DBA COMMUNITY ENCOMPASSMCLAUGHIN GROWS EDUCATIONAL GARDEN SITEPCMUSKEGON, MI, US$5,000
Paid GrantDETROIT HORSE POWERVIVIAN CARMODY MEMORIAL GIFTPCDETROIT, MI, US$2,500
Paid GrantMICHIGAN STATE UNIVERSITYMSU TOLLGATE SUSTAINABLE AGRICULTURE PROGRAMPCEAST LANSING, MI, US$1,750
Paid GrantFRIENDS OF THE ANIMAL BARNFRIENDS OF THE ANIMAL BARN - STARTUP GRANTPCWIXOM, MI, US$1,500
Paid GrantEXPONENT PHILANTHROPYOPERATING SUPPORT FOR PHILANTHROPYPCWASHINGTON, DC, US$1,000
Paid GrantKEEP GROWING DETROITORGANIC FARMER TRAINING SCHOLARSHIP PROGRAMPCDETROIT, MI, US$1,000
Paid GrantHASSELBRING SENIOR CENTERCOMMUNITY GARDEN SUPPORTPCFLINT, MI, US$250
Paid GrantFIRST UNITED GENERAL BAPTIST CHURCHCONTRIBUTION TO COMMUNTIY GARDENPCFLINT, MI, US$250
Paid GrantCALVARY UNITED METHODIST CHURCHCOMMUNITY GARDEN CONTRIBUTIONPCFLINT, MI, US$250
Filing and Contact Details

Filer

Filer Name
Americana Foundation
EIN
38-2269431
Phone
2483473863
Address
28115 MEADOWBROOK ROAD, NOVI, MI 48377

Signing Officer

Name
Kathryn Buckner
Title
Executive Director
Phone
2483473863
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Maner Costerisan Pc
Address
2425 E GRAND RIVER SUITE 1, LANSING, MI 48912-3291
Preparer
Brandy L Mikula CPA
Phone
5173237500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COSTCO WHOLESALE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DFA INTL CORE EQTY PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DODGE & COX STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FIRST SOLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HARBOR CAP APPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26J B HUNT TRANSPORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27LAZARD GLOBAL LISTED INF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29LPL FINLHLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LULULEMON ATHLETICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MC CORMICK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NOVO-NORDISK A S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NXP SEMICONDUCTORS F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PNC FINL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PRINCIPAL GLOBAL REAL ES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PROLOGIS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49THERMO FISHER SCNTFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51TRACTOR SUPPLY COMP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52TRANE TECHNOLOGIES PLC F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53TRAVELERS COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54UNILEVER N V F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55UNITED PARCEL SRVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56UNITEDHEALTH GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VANGUARD FTSE SOCIAL IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WILLIAM BLAIR SMALL MID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62FERFUSON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VERISK ANALYTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64CHIPOTLE MEXICAN GRILL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66WEST PHARMACEUTICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72QUANTA SVCS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01237825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1513056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2951274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3616794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4133523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5681841
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BRECKINBRIDGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FEG GREENBACKER RENEWABLE ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FEG SERIES B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FEG SERIES D
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES MSCI EMERGING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01237825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1513056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2951274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3616794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4133523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5681841
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0259666
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0221444
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0489065
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0221444
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0224238
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt011802
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0236040
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0598332
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0598332
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0674
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0259666
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0259666
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-580352
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01802980
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0221444
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0397886
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt03287
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt03460
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt040255
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0817
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt041072
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt07955
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt07955
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt077956
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt077956
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0184
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0194
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt012934
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0264
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014648
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0976114
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt091179
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01069417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0489065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0489065
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0377782
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt091179
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0471085
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt024689
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt024689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01581536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0139454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt181990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0139454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt181990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0139454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11663526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0221444
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-580352
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02273093
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt019873445
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018180704
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt019873445
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0892331
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0892331
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0892331
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0897862
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05531
IRS990PF/DistributableAmountGrp/TotalTaxAmt05531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07240
IRS990PF/FMVAssetsEOYAmt019977582
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt037532
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt03252
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0117423
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt021586
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt021586
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02134378
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02731027
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02731027
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010730890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012213181
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012213181
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt037802
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0716724
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0669981
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0678922
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0678922
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt018180704
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt019873445
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt076663
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt055904
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt055904
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04513658
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04134313
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04134313
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt086414
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0100885
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt061657
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0142649
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0142649
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018304650
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt019977582
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019977582
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0123946
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0104137
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018304650
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt019977582
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018180704
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt019873445
IRS990PF/MethodOfAccountingAccrualInd0X

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,977,582
Liabilities
$104,137
Net assets
$19,873,445
Revenue
$489,065
Expenses
$1,069,417
Net income
-$580,352
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.9$0.13$20.7$1.27$1.14$0.12
2023Detailed filing. Detailed filing data is available for this year.$20.0$0.10$19.9$0.49$1.07$0.58
2022Detailed filing. Detailed filing data is available for this year.$18.3$0.12$18.2$0.21$1.22$1.00
2021Detailed filing. Detailed filing data is available for this year.$23.4$0.06$23.3$2.59$1.07$1.52
2020Detailed filing. Detailed filing data is available for this year.$22.1$0.17$22.0$1.80$0.98$0.82
2019Detailed filing. Detailed filing data is available for this year.$19.5$0.31$19.2$1.14$1.04$0.10
2018Detailed filing. Detailed filing data is available for this year.$17.4$0.40$17.0$1.35$1.37$0.02
2015Summary only. Only limited summary data is available for this year.$18.1$0.28$0.91$1.20$0.29
2014Detailed filing. Detailed filing data is available for this year.$19.6$0.26$19.4$1.64$1.34$0.30
2013Summary only. Only limited summary data is available for this year.$20.5$0.26$1.87$1.14$0.73
2012Summary only. Only limited summary data is available for this year.$18.1$0.19$0.91$1.18$0.27
2011Summary only. Only limited summary data is available for this year.$16.9$0.15$0.78$1.09$0.31