Civic Intelligence

Duffy Foundation

990PF • Fiscal year 2020 • EIN 38-2908719

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

Organization Profile
101 N Main Street 7th FloorAnn Arbor, MI 48104

(734) 663-2445

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

8th percentile

-86%

Higher net margin than 8% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

27th percentile

$30,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

5th percentile

-14%

Faster asset growth than 5% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$17,467,065

Down $2,887,025 (-14%) from 2019

Net Assets

Down

$17,467,065

Down $2,887,025 (-14%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin8th percentile

Revenue

Down

$3,341,029

Down $1,350,786 (-29%) from 2019

Expenses

Up

$6,228,054

Up $884,749 (+17%) from 2019

Net Income

Down

-$2,887,025

Down $2,235,535 (-343%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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: $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

2020

Assets$17,467,065
Liabilities$1
Net Assets$17,467,065
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

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

$20M$10M$0-$10MExpenses 2010: $2,563,6452010Expenses 2011: $3,007,0282011Revenue 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

2020

Revenue$3,341,029
Expenses$6,228,054
Net Income-$2,887,025
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIK SERRSecretaryPT$30,000-$30,000
ANDREA HOLMESPresident/Treasurer/DirectPT$0--
KATHRYN HOLMESVice President/Director-$0--
CHRISTINE HOLMESVice President/Director-$0--
Filing and Contact Details

Filer

Filer Name
Duffy Foundation
EIN
38-2908719
Phone
7346632445
Address
101 N MAIN STREET 7TH FLOOR, ANN ARBOR, MI 48104

Signing Officer

Name
Erik H Serr
Title
Secretary
Phone
7346632445
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Deangelis Tax & Accounting LLC
Address
6140 1ST ROAD, SUPERIOR TOWNSHIP, MI 48198
Preparer
Stacey L Deangelis
Phone
2488545420
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SPDR S&P 500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30VANGUARD INFORMATION TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31VODAFONE GROUP PLC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WASTE MGMT INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33WELLS FARGO COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ZIMMER HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm353M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CAPITAL WORLD GROWTH & INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FUNDAMENTAL INVS INC, CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GROWTH FUND OF AMERICA, CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NEW ECONOMY FUND CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40BLACKROCK ENHANCED CAPITAL AND INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VISA INC CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MFS SER TECHNOLOGY FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ALPHABET INC, CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49DRIEHAUS EMERGING MKTS GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50OAKMARK INTL FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52S&P GLOBAL INC SPGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SELECT SECTOR TR REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SELECT SECTOR SPDR TR FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MFS GROWTH CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60FACEBOOK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62VICTORY SYCAMORE ESTABLISHED VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63JP MORGAN US SMALL COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64BLACKROCK HEALTH SCIENCES OPP PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70CARILLON EAGLE SMALL CAP GROWTH CLS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71AMER BALANCED FD CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ESTEE LAUDER COS INC CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74MONSTER BEVERAGE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77GLOBAL PAYMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80BOSTON PARTNERS ALL CAP VALUE INSTL FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81JANUS HENDERSON ENTERPRISE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83DUPONT DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84FIDELITY ADVISOR SER CONSUMER DISC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87KLA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88MICROCHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TAIWAN SEMICONDUCTOR MFG CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91BOSTON PARTNERS SMALL CAP VALUE II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92BLACKROCK TECHNICAL OPPORTUNITIES FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93CARMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94ULTRA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96CAPITAL ONE FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VEEVA SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103RINGCENTRAL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104ASML HLDG NV NY
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02374589
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0121
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03341029
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03341029
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02374589
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06003500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06003500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0966319
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0966319
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2887025
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010998513
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0121
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0121
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt047052
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt047052
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt094104
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02374589
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03239537
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt038871
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt038871
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0559
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt061559
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06065562
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0101492
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06228054
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03341029
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03341029
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt062062
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0224554
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16370129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01856361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1163642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2354586
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2354586
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16533771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2354586
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02374589
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2887025
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020354090
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017467065
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02333922
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02333922
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02333922
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02378952
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt045030

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,467,065
Liabilities
$1
Net assets
$17,467,065
Revenue
$3,341,029
Expenses
$6,228,054
Net income
-$2,887,025
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
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