Civic Intelligence

John E Fetzer Memorial Trust Fund - Michael C Gergely Trustee

990PF • Fiscal year 2019 • EIN 38-3010714

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 29, 2020

Organization Profile
PO Box 117Vicksburg, MI 49097

(269) 679-5334

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.07x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

66th percentile

$390,786

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

9th percentile

-5.6%

Faster asset growth than 9% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

64%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$97,078,006

Down $5,750,772 (-5.6%) from 2018

Net Assets

Down

$95,963,952

Down $5,937,743 (-5.8%) from 2018

Liabilities

Up

$1,114,054

Up $186,971 (+20%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin87th percentile

Revenue

Up

$15,681,010

Up $6,116,282 (+64%) from 2018

Expenses

Up

$8,960,575

Up $522,243 (+6.2%) from 2018

Net Income

Up

$6,720,435

Up $5,594,039 (+497%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$150M$100M$50M$0Assets 2010: $74,776,102Liabilities 2010: $97,846Net Assets 2010: $74,678,2562010Assets 2011: $90,240,441Liabilities 2011: $330,6222011Assets 2012: $83,243,141Liabilities 2012: $220,261Net Assets 2012: $83,022,8802012Assets 2013: $91,520,382Liabilities 2013: $277,260Net Assets 2013: $91,243,1222013Assets 2014: $106,373,203Liabilities 2014: $370,917Net Assets 2014: $106,002,2862014Assets 2015: $103,389,035Liabilities 2015: $354,202Net Assets 2015: $103,034,8332015Assets 2016: $94,746,956Liabilities 2016: $423,516Net Assets 2016: $94,323,4402016Assets 2017: $101,678,015Liabilities 2017: $561,749Net Assets 2017: $101,116,2662017Assets 2018: $102,828,778Liabilities 2018: $927,083Net Assets 2018: $101,901,6952018Assets 2019: $97,078,006Liabilities 2019: $1,114,054Net Assets 2019: $95,963,9522019Assets 2020: $81,919,533Liabilities 2020: $323,979Net Assets 2020: $81,595,5542020Assets 2021: $3,483,217Liabilities 2021: $4,899Net Assets 2021: $3,478,3182021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2019

Assets$97,078,006
Liabilities$1,114,054
Net Assets$95,963,952
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$30M$20M$10M$0-$10M-$20MExpenses 2010: $4,458,9272010Revenue 2011: $4,061,362Expenses 2011: $5,180,437Net Income 2011: -$1,119,0752011Expenses 2012: $4,837,5012012Revenue 2013: $7,397,773Expenses 2013: $5,183,770Net Income 2013: $2,214,0032013Revenue 2014: $8,721,436Expenses 2014: $5,426,214Net Income 2014: $3,295,2222014Revenue 2015: $13,039,499Expenses 2015: $6,615,240Net Income 2015: $6,424,2592015Revenue 2016: $9,980,830Expenses 2016: $7,039,571Net Income 2016: $2,941,2592016Revenue 2017: $6,448,928Expenses 2017: $7,311,489Net Income 2017: -$862,5612017Revenue 2018: $9,564,728Expenses 2018: $8,438,332Net Income 2018: $1,126,3962018Revenue 2019: $15,681,010Expenses 2019: $8,960,575Net Income 2019: $6,720,4352019Revenue 2020: $689,276Expenses 2020: $13,302,516Net Income 2020: -$12,613,2402020Revenue 2021: $23,065,952Expenses 2021: $14,203,405Net Income 2021: $8,862,5472021Revenue 2022: $4,003,054Expenses 2022: $212,091Net Income 2022: $3,790,9632022

Highlighted filing

2019

Revenue$15,681,010
Expenses$8,960,575
Net Income$6,720,435
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 29, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE FETZERPresidentFT$269,507$121,279$390,786
JAN WALLECZEK PHDTrusteeFT$340,724-$340,724
LOUIS LEEBURGChairman/TreasurerPT$214,531-$214,531
MICHAEL GERGELYSecretaryPT$123,599-$123,599
THOMAS BEAVERTrusteePT$115,832-$115,832
JEREMY WALETZKY MDTrustee-$40,225-$40,225
BRUCE CARLSON PHDTrustee-$18,284-$18,284
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKALAMAZOO GOSPEL MISSIONPROGRAM SUPPORTPCKALAMAZOO, MI, US$24,180
Paid GrantMOSAIC THEATRE COMPANY OF DCPROGRAM SUPPORTPCWASHINGTON, DC, US$20,000
Paid GrantCOLUMBIA UNIVERSITY - VALGOS COLLEGEPROGRAM SUPPORTPCNEW YORK, NY, US$20,000
Paid GrantMISCELLANEOUS 5000PROGRAM SUPPORTPCVICKSBURG, MI, US$14,200
Paid GrantTRUCKERS AGAINST TRAFFICKINGPROGRAM SUPPORTPCPHOENIX, AZ, US$10,000
Paid GrantTIBETAN NUNS PROJECTPROGRAM SUPPORTPCSEATTLE, WA, US$10,000
Paid GrantFRIENDS OF ICT4PEACE FOUNDATIONPROGRAM SUPPORTPCPHOENIX, AZ, US$10,000
Filing and Contact Details

Filer

Filer Name
John E Fetzer Memorial Trust
EIN
38-3010714
In Care Of
% JIMYO L FERWORN
Phone
2696795334
Address
PO Box 117, Vicksburg, MI 49097

Signing Officer

Name
Bruce Fetzer
Title
President
Phone
2696795334
Signed
2020-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
200 OTTAWA AVE NW STE 300, GRAND RAPIDS, MI 49503
Preparer
Jacob Cook
Phone
6167747000
Raw XML AppendixShowing 400 of 599 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/CompensationExplanationGrp/ShortExplanationTxt0THE UNIQUE CHARTER OF THE JOHN E. FETZER MEMORIAL TRUST REQUIRES TRUSTEES TO WORK CLOSELY WITH THE PROGRAMS OF THE TRUST. THE COMPENSATION OF THE BOARD OF TRUSTEES IS REVIEWED EVERY THREE YEARS AND IS ESTABLISHED BY AN INDEPENDENT PANEL OF EXPERTS, USING INDEPENDENT DATA SOURCES, AND CONCURRENTLY DOCUMENTING ITS CONCLUSIONS. THE COMPENSATION IS LINKED TO THE NUMBER OF DAYS WORKED, AND SPECIFIC RESPONSIBILITIES. ALL OPERATIONS ARE EXTERNALLY EVALUATED AND ALL ACTIONS AND RESULTS ARE REPORTED FOR COMMENT AND REVIEW.
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0108622130
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0101901695
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt095963952
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05157347
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05157347
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05157347
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05273790
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0116443
IRS990PF/DistributableAmountGrp/TotalTaxAmt0116443
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt050640
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0167083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0116443
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt050640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0116443
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0116443
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0167083
IRS990PF/FMVAssetsEOYAmt0107213429
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0927083
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01114054
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01456482
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07128466
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07128466
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0101246450
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt089811926
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt089811926
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0123037
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0123037
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014577
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010150000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0102828778
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt097078006
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0107213429
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0927083
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01114054
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt097078006
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt095963952
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2VALERIE BISHOP
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2SANTA BARBARA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd293105
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt314.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt640.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1269507
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2115832
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3123599
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt418284
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt540225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6340724
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt1121279
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRUCE FETZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS BEAVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHAEL GERGELY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BRUCE CARLSON PHD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JEREMY WALETZKY MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JAN WALLECZEK PHD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO Box 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO Box 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO Box 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Vicksburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Vicksburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Vicksburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Vicksburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Vicksburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Vicksburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Vicksburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd149097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd249097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd349097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd449097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd549097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd649097
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05596757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05713200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06688788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06099183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05713848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05283051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04583705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.056268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0116443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0105475795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0115047015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0108395099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0106134735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0104377495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt098673360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt07424969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.265312
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07308526
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07424969
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0116443
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07424969
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,078,006
Liabilities
$1,114,054
Net assets
$95,963,952
Revenue
$15,681,010
Expenses
$8,960,575
Net income
$6,720,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$4.00$0.21$3.79
2021Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$23.1$14.2$8.86
2020Detailed filing. Detailed filing data is available for this year.$81.9$0.32$81.6$0.69$13.3$12.6
2019Detailed filing. Detailed filing data is available for this year.$97.1$1.11$96.0$15.7$8.96$6.72
2018Detailed filing. Detailed filing data is available for this year.$103$0.93$102$9.56$8.44$1.13
2017Detailed filing. Detailed filing data is available for this year.$102$0.56$101$6.45$7.31$0.86
2016Detailed filing. Detailed filing data is available for this year.$94.7$0.42$94.3$9.98$7.04$2.94
2015Detailed filing. Detailed filing data is available for this year.$103$0.35$103$13.0$6.62$6.42
2014Detailed filing. Detailed filing data is available for this year.$106$0.37$106$8.72$5.43$3.30
2013Detailed filing. Detailed filing data is available for this year.$91.5$0.28$91.2$7.40$5.18$2.21
2012Detailed filing. Detailed filing data is available for this year.$83.2$0.22$83.0$4.84
2011Summary only. Only limited summary data is available for this year.$90.2$0.33$4.06$5.18$1.12
2010Detailed filing. Detailed filing data is available for this year.$74.8$0.10$74.7$4.46