Civic Intelligence

Duffy Foundation

990PF • Fiscal year 2012 • EIN 38-2908719

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 29, 2013

101 N Main Street 7th Floor48104
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$24,348,484

Flat from 2012

Net Assets

$24,348,484

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$3,156,668

Flat from 2012

Net Income

-

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.

$30M$20M$10M$0Assets 2010: $28,478,470Liabilities 2010: $0Net Assets 2010: $28,478,4702010Assets 2011: $26,604,562Liabilities 2011: $0Net Assets 2011: $26,604,5622011Assets 2012: $24,348,484Liabilities 2012: $0Net Assets 2012: $24,348,4842012Assets 2012: $24,348,484Liabilities 2012: $12012Assets 2013: $23,237,880Liabilities 2013: $1Net Assets 2013: $23,237,8802013Assets 2014: $22,403,646Liabilities 2014: $1Net Assets 2014: $22,403,6462014Assets 2015: $22,362,324Liabilities 2015: $1Net Assets 2015: $22,362,3242015Assets 2016: $20,724,257Liabilities 2016: $0Net Assets 2016: $20,724,2572016Assets 2017: $20,579,936Liabilities 2017: $0Net Assets 2017: $20,579,9362017Assets 2018: $21,005,580Liabilities 2018: $0Net Assets 2018: $21,005,5802018Assets 2019: $20,354,090Liabilities 2019: $1Net Assets 2019: $20,354,0902019Assets 2020: $17,467,065Liabilities 2020: $1Net Assets 2020: $17,467,0652020Assets 2021: $18,507,347Liabilities 2021: $1Net Assets 2021: $18,507,3472021Assets 2022: $15,108,561Liabilities 2022: $1Net Assets 2022: $15,108,5612022Assets 2023: $12,048,474Liabilities 2023: $1Net Assets 2023: $12,048,4742023Assets 2024: $7,398,513Liabilities 2024: $0Net Assets 2024: $7,398,5132024

Highlighted filing

2012

Assets$24,348,484
Liabilities$0
Net Assets$24,348,484

Operations Trend

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

$20M$10M$0-$10MExpenses 2010: $2,563,6452010Expenses 2011: $3,007,0282011Expenses 2012: $3,156,6682012Revenue 2012: $900,590Expenses 2012: $3,156,668Net Income 2012: -$2,256,0782012Revenue 2013: $1,807,872Expenses 2013: $2,918,476Net Income 2013: -$1,110,6042013Revenue 2014: $2,272,023Expenses 2014: $3,106,257Net Income 2014: -$834,2342014Revenue 2015: $3,423,360Expenses 2015: $3,464,682Net Income 2015: -$41,3222015Revenue 2016: $3,117,581Expenses 2016: $4,755,648Net Income 2016: -$1,638,0672016Revenue 2017: $4,746,529Expenses 2017: $4,890,850Net Income 2017: -$144,3212017Revenue 2018: $5,441,238Expenses 2018: $5,015,594Net Income 2018: $425,6442018Revenue 2019: $4,691,815Expenses 2019: $5,343,305Net Income 2019: -$651,4902019Revenue 2020: $3,341,029Expenses 2020: $6,228,054Net Income 2020: -$2,887,0252020Revenue 2021: $7,446,512Expenses 2021: $6,406,230Net Income 2021: $1,040,2822021Revenue 2022: $5,618,962Expenses 2022: $9,017,748Net Income 2022: -$3,398,7862022Revenue 2023: $4,688,313Expenses 2023: $7,748,400Net Income 2023: -$3,060,0872023Revenue 2024: $13,739,879Expenses 2024: $18,389,840Net Income 2024: -$4,649,9612024

Highlighted filing

2012

Revenue-
Expenses$3,156,668
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 29, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA HOLMESPres & Treas-$0--
KATHRYN HOLMESV. President-$0--
CHRISTINE HOLMESV. President-$0--
ERIK SERRSecretary-$0--
ANDREA HOLMESDirector-$0--
KATHRYN HOLMESDirector-$0--
CHRISTINE HOLMESDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUMRC HERITAGE FOUNDATIONCONSISTENT W/501(C)(3) STATUS-ANN ARBOR, MI, US$500,000
Paid GrantARBOR HOSPICE FOUNDATIONCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$200,000
Paid GrantSHELTER ASSOCIATION OF WACONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$150,000
Paid GrantST LOUIS CENTECONSISTENT W/ 501(C)(3) STATUS-CHELSEA, MI, US$150,000
Paid GrantUNIVERSITY OF MICHIGANCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$102,000
Paid GrantANN ARBOR HANDS ON MUSEUMCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$100,000
Paid GrantUNIV MUSICAL SOCIETYCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$95,000
Paid GrantANN ARBOR YMCACONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$90,000
Paid GrantDOMESTIC VIOLENCE PROJECTCONSISTENT W/ 501(C)(3) STATUS-CANTON, MI, US$80,000
Paid GrantFOOD GATHERERSCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$80,000
Paid GrantHUMANE SOCIETY OF HURON VCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$80,000
Paid GrantDAWN INCORPORATEDCONSISTENT W/ 501(C)(3) STATUS-YPSILANTI, MI, US$75,000
Paid GrantPAWS WITH A CAUSECONSISTENT W/ 501(C)(3) STATUS-AUBURN HILLS, MI, US$75,000
Paid GrantLEGACY LAND CONSERVANCYCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$70,000
Paid GrantWASHTENAW HOUSING ALLIANCCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$65,000
Paid GrantHORSES HAVENCONSISTENT W/ 501(C)(3) STATUS-HOWELL, MI, US$55,000
Paid GrantMI ANTI CRUELTY SOCIETYCONSISTENT W/ 501(C)(3) STATUS-DETROIT, MI, US$55,000
Paid GrantMICHIGAN HUMANE SOCIETYCONSISTENT W/ 501(C)(3) STATUS-SOUTHFIELD, MI, US$55,000
Paid GrantANN ARBOR CENTER FOR INDECONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$50,000
Paid GrantMI ABILITY PARTNERSCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$50,000
Paid GrantOZONE HOUSECONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$50,000
Paid GrantLEADER DOGS FOR THE BLINDCONSISTENT W/ 501(C)(3) STATUS-ROCHESTER, MI, US$45,000
Paid GrantNATIONAL FOUNDATION FOR TRANSPLANTSCONSISTENT W/501(C)(3) STATUS-MEMPHIS, TN, US$45,000
Paid GrantCORNER HEALTH CTRCONSISTENT W/ 501(C)(3) STATUS-YPSILANTI, MI, US$40,000
Paid GrantMI THEATRE FND INCCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$40,000
Paid GrantAMERICAN RED CROSSCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$35,000
Paid GrantDETROIT ZOOLOGICAL SOCIETCONSISTENT W/ 501(C)(3) STATUS-ROYAL OAK, MI, US$35,000
Paid GrantMCLAREN NORTHERN MI FOUNDATIONCONSISTENT W/ 501(C)(3) STATUS-PETOSKEY, MI, US$35,000
Paid GrantPURPLE ROSE THEATRE COMPACONSISTENT W/ 501(C)(3) STATUS-CHELSEA, MI, US$30,000
Paid GrantRONALD MCDONALD HOUSECONSISTENT W/ 501(C)(3) STATUS-LANSING, MI, US$30,000
Paid GrantSOS COMMUNITY SVSCONSISTENT W 501(C)(3) STATUS-YPSILANTI, MI, US$30,000
Paid GrantWASHTENAW LITERACYCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$30,000
Paid GrantHOPE MEDICAL CLINIC INCCONSISTENT W/501(C)(3) STATUS-YPSILANTI, MI, US$30,000
Paid GrantLIFELINE INCCONSISTENT W/501(C)(3) STATUS-CHATTANOOGA, TN, US$30,000
Paid GrantANN ARBOR AREA COMMUNITYCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$25,000
Paid GrantHABITAT FOR HUMANITYCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$25,000
Paid GrantSOUTHEAST MICHIGAN LAND CCONSISTENT W/ 501(C)(3) STATUS-SUPERIOR TWP, MI, US$25,000
Paid GrantTIP OF THE MITT WATERSHEDCONSISTENT W/ 501(C)(3) STATUS-PETOSKEY, MI, US$25,000
Paid GrantYPSILANTI MEALS ON WHEELSCONSISTENT W/501(C)(3) STATUS-YPSILANTI, MI, US$25,000
Paid GrantGLACIER HILLS FOUNDATIONCONSISTENT W/501(C)(3) STATUS-ANN ARBOR, MI, US$25,000
Paid GrantLIVINGSTON AREA COUNCIL AGAINST SPCONSISTENT W/501(C)(3) STATUS-HOWELL, MI, US$25,000
Paid GrantTRAILS END WILDLIFE REFUGCONSISTENT W/ 501(C)(3) STATUS-MARTINSVILLE, IN, US$20,000
Paid GrantGREAT LAKES RABBITS SANCTCONSISTENT W/ 501(C)(3) STATUS-WHITTAKER, MI, US$17,000
Paid GrantANN ARBOR COMMUNITY CTRCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$15,000
Paid GrantANN ARBOR TEEN CENTERCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$15,000
Paid GrantTHERAPEUTIC RIDING INCCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$15,000
Paid GrantBURT LAKE PRESERVATIONS ACONSISTENT W/ 501(C)(3) STATUS-INDIAN RIVER, MI, US$10,000
Paid GrantPEACE NEIGHBORHOOD CENTERCONSISTENT W/501(C)(3) STATUS-ANN ARBOR, MI, US$10,000
Paid GrantCATHOLIC SOCIAL SERVICES OF WASHTENCONSISTENT W/501(C)(3) STATUS-ANN ARBOR, MI, US$10,000
Paid GrantEARLY LEARNING CENTERCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$8,000
Paid GrantCATHOLIC SOCIAL SERVICES OF WASHTENCONSISTENT W/501(C)(3) STATUS-ANN ARBOR, MI, US$8,000
Paid GrantALLIANCE FOR GREAT LAKESCONSISTENT W/ 501(C)(3) STATUS-GRAND HAVEN, MI, US$5,000
Paid GrantCAMP MAK-A-DREAMCONSISTENT W/ 501(C)(3) STATUS-MISSOULA, MT, US$5,000
Paid GrantELE'S PLACECONSISTENT W/ 501(C)(3) STATUS-LANSING, MI, US$5,000
Paid GrantCHILDREN'S LITERACY NETWORKCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$5,000
Paid GrantRECYCLE ANN ARBORCONSISTENT W/ 501(C)(3) STATUS-ANN ARBOR, MI, US$5,000
Paid GrantANIMALS AND SOCIETY INSTICONSISTENT W/501(C)(3) STATUS-ANN ARBOR, MI, US$5,000
Paid GrantLIONS VISUALLY IMPAIRED YOUTHCONSISTENT W/501(C)(3) STATUS-LAPEER, MI, US$5,000
Paid GrantASSISTIVE MEDIACONSISTENT W/501(C)(3) STATUS-ANN ARBOR, MI, US$5,000
Paid GrantWASHTENAW CO HISTORICALCONSISTENT W/501(C)(3) STATUS-ANN ARBOR, MI, US$4,000
Paid GrantMI FRIENDS CENTERCONSISTENT W/ 501(C)(3) STATUS-CHELSEA, MI, US$2,000
Paid GrantFLY CHILDREN'S ART CENTERCONSISTENT W/501(C)(3) STATUS-YPSILANTI, MI, US$2,000
Filing and Contact Details

Filer

EIN
38-2908719
Raw XML AppendixShowing 400 of 1,478 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.

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CompensationExplanation/Compensation/PersonName0ANDREA HOLMES
CompensationExplanation/Compensation/PersonName1KATHRYN HOLMES
CompensationExplanation/Compensation/PersonName2CHRISTINE HOLMES
CompensationExplanation/Compensation/PersonName3ERIK SERR
CompensationExplanation/Compensation/PersonName4ANDREA HOLMES
CompensationExplanation/Compensation/PersonName5KATHRYN HOLMES
CompensationExplanation/Compensation/PersonName6CHRISTINE HOLMES
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8836570
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8986985
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9074685
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV91226905
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9247250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9339250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV94133980
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV95138180
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV96409400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV97133325
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9886220
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9954000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10048757
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10138310
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV102101813
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10339825
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10496410
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AMERICA MOVIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ARCHER DANIELS MIDLAND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3AT & T CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5BOEING
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6CHEVRON TEXACO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9COMERICA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10COMPUTER SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11DAIMLER CHRYSLER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12DOW CHEMICAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13EXELON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16HERSHEY FOODS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17HSBC HOLDINGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18INTL BUSINESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21JOHNSON CONTROLS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23KELLOGG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24KRAFT FOODS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26MCGRAW HILL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29MOODYS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30MYLAN INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33RAYTHEON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35ROCKWELL COLLINS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36SPDR S&P 500 TRUST ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37TCF FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38TYSON FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40VODAFONE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41VANGUARD ENERGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42WALMART
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44WELLS FARGO COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45ZIMMER HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock463 M CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47DETROIT MI WATER SUPPLY BD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48KZOO MI BLDG AUTH MUNI BD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49CAPITAL WORLD GRWTH MUTUAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50FUND INVS INC CL A MUTUAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51GROWTH FD OF AMERICA MUTUAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52VARIOUS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56ADP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57C H ROBINSON WORLDWIDE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59CHEVRON TEXACO CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60CHUBB CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63DANAHER CORP.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65FRANKLIN RES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66GENERAL DYNAMICS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68GOOGLE, INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70ISHARES INC MSCI PAC EX-JAPAN FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71ISHARES INC MSCI CDA INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72ISHARES INC FTSE CHINA 25 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73ISHARES INC MSCI EAFE IDX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74ISHARES INC TR S&P SMALLCAP IDX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77MARATHON OIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80MICROCHIP TECHNOLOGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89SPDR S&P MIDCAP 400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90TEVA PHARMACEUTCAL INDS LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92VANGUARD MSCI EMERGING MKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95CMS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96CONOCO PHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98HONEYWELL INTL PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101HEWLETT PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102ALERIAN MLP ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104GUGGENHEIM BRIC ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock106PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108EXPRESS SCRIPTS HLDG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock110IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock113VANGUARD INFORMATION NET OF OPTIONS
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0900590
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss03033000
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2256078
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss08522
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm058347
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV040153486
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/UnrestrictedEOY024348484
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis133368
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis53307
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis6149516

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$13.7$18.4$4.65
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$4.69$7.75$3.06
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$5.62$9.02$3.40
2021Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$7.45$6.41$1.04
2020Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$3.34$6.23$2.89
2019Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$4.69$5.34$0.65
2018Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$5.44$5.02$0.43
2017Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$4.75$4.89$0.14
2016Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$3.12$4.76$1.64
2015Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$3.42$3.46$0.04
2014Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$2.27$3.11$0.83
2013Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$1.81$2.92$1.11
2012Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$3.16
2012Summary only. Only limited summary data is available for this year.$24.3$0.00$0.90$3.16$2.26
2011Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$3.01
2010Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$2.56