Civic Intelligence

Vaughan Foundation

990PF • Fiscal year 2016 • EIN 38-3355160

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

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

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

85th percentile

20%

Faster asset growth than 85% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

81%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$6,854,489

Up $1,140,529 (+20%) from 2015

Net Assets

Up

$6,854,489

Up $1,162,335 (+20%) from 2015

Liabilities

Down

$0

Down $21,806 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin90th percentile

Revenue

Up

$2,391,848

Up $1,070,289 (+81%) from 2015

Expenses

Up

$1,229,513

Up $81,553 (+7.1%) from 2015

Net Income

Up

$1,162,335

Up $988,736 (+570%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $1,865,778Liabilities 2010: $18,059Net Assets 2010: $1,847,7192010Assets 2011: $2,916,349Liabilities 2011: $26,538Net Assets 2011: $2,889,8112011Assets 2012: $4,523,251Liabilities 2012: $282,623Net Assets 2012: $4,240,6282012Assets 2013: $5,348,502Liabilities 2013: $52,742Net Assets 2013: $5,295,7602013Assets 2014: $5,518,555Liabilities 2014: $0Net Assets 2014: $5,518,5552014Assets 2015: $5,713,960Liabilities 2015: $21,806Net Assets 2015: $5,692,1542015Assets 2016: $6,854,489Liabilities 2016: $0Net Assets 2016: $6,854,4892016Assets 2017: $7,400,401Liabilities 2017: $0Net Assets 2017: $7,400,4012017Assets 2018: $8,595,152Liabilities 2018: $0Net Assets 2018: $8,595,1522018Assets 2019: $9,542,271Liabilities 2019: $0Net Assets 2019: $9,542,2712019Assets 2020: $10,037,131Liabilities 2020: $89,890Net Assets 2020: $9,947,2412020Assets 2021: $11,290,793Liabilities 2021: $476,670Net Assets 2021: $10,814,1232021Assets 2022: $13,799,187Liabilities 2022: $0Net Assets 2022: $13,799,1872022Assets 2023: $16,067,245Liabilities 2023: $0Net Assets 2023: $16,067,2452023Assets 2024: $18,669,429Liabilities 2024: $0Net Assets 2024: $18,669,4292024

Highlighted filing

2016

Assets$6,854,489
Liabilities$0
Net Assets$6,854,489
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $612,7532010Expenses 2011: $737,7002011Expenses 2012: $900,1532012Revenue 2013: $1,996,571Expenses 2013: $941,439Net Income 2013: $1,055,1322013Revenue 2014: $1,297,159Expenses 2014: $1,074,364Net Income 2014: $222,7952014Revenue 2015: $1,321,559Expenses 2015: $1,147,960Net Income 2015: $173,5992015Revenue 2016: $2,391,848Expenses 2016: $1,229,513Net Income 2016: $1,162,3352016Revenue 2017: $1,871,842Expenses 2017: $1,325,930Net Income 2017: $545,9122017Revenue 2018: $2,663,325Expenses 2018: $1,468,574Net Income 2018: $1,194,7512018Revenue 2019: $2,649,956Expenses 2019: $1,694,330Net Income 2019: $955,6262019Revenue 2020: $2,448,395Expenses 2020: $1,995,089Net Income 2020: $453,3062020Revenue 2021: $2,522,898Expenses 2021: $1,654,453Net Income 2021: $868,4452021Revenue 2022: $5,428,842Expenses 2022: $2,426,681Net Income 2022: $3,002,1612022Revenue 2023: $4,688,263Expenses 2023: $2,351,193Net Income 2023: $2,337,0702023Revenue 2024: $4,925,023Expenses 2024: $2,322,844Net Income 2024: $2,602,1792024

Highlighted filing

2016

Revenue$2,391,848
Expenses$1,229,513
Net Income$1,162,335
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE HOLMESPresident-$0--
CHRISTINE HOLMESTreasurer-$0--
ERIK H SERRSecretary-$0--
CHRISTINE HOLMESDirector-$0--
JEANNE N DRAPERDirector-$0--
ERIK H SERRDirector-$0--
JEANNE N DRAPERVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Vaughan Foundation
EIN
38-3355160
Phone
7346632445
Address
101 N MAIN STREET 7TH FLOOR, ANN ARBOR, MI 48104

Signing Officer

Name
Christine Holmes
Title
President
Phone
7346632445
Signed
2017-05-03

Preparer

Firm
Bond & Company Plc
Address
113 WEST MICHIGAN AVENUE SUITE 301, JACKSON, MI 49201
Preparer
Robert M Smith
Phone
5177898900
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71993-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81984-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91991-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101985-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111993-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt121985-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132008-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt028164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt227395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt316161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt451125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt518318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt619621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt75191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt813743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt94139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1038135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt119508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt127203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1321618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14125800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt218018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-3753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-4982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-2228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt740973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8228968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt983217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101042163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1133741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12157859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1333482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1495968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt218018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-3753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-4982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-2228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt740973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8228968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt983217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101042163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1133741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12157859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1333482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1495968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt245413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt312408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt446143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt516970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt617393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt746164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8242711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt987356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101080298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1143249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12165062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1355100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14221768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHIRE PLC 148.20 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BLACKROCK ENHANCED CAP AND INC 500 S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EATON VANCE TAX MANAGED 2809 SHARES1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FORD MOTOR CO 1000 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4TEMPLETON GLOBAL INVT 16,250 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TEMPLETON GLOBAL BOND 1475 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TEMPLETON GLOBAL TOTAL RET 1500 SHAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7BAXALTA INC 1000 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8COCA-COLA CO 6000 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9EXXON MOBIL CORP 1000 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10JOHNSON CONTROLS INC 24,370 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11MORGAN STANLEY & CO 1252 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PROCTER & GAMBLE CO 2000 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13TECO ENERGY INC 2000 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14WEYERHAUSER CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01785666
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-3425
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01162335
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06854489
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05692154
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06854489
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0942693
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0942693
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0942693
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0988165
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt045472
IRS990PF/DistributableAmountGrp/TotalTaxAmt045472
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt042100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt045472
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt045472
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt045472
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03372
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt042100
IRS990PF/FMVAssetsEOYAmt021171823
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05704086
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06833075
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021150409
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01080
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01080
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt021806
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05692154
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06854489
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09874
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020334
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020334
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05713960
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06854489
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021171823
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021806
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05713960
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06854489
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05692154
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06854489
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020064256
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0144738
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019917819
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0300964
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01699
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0988165
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019763292
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020064256
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,854,489
Liabilities
$0
Net assets
$6,854,489
Revenue
$2,391,848
Expenses
$1,229,513
Net income
$1,162,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$0.00$18.7$4.93$2.32$2.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.00$16.1$4.69$2.35$2.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.00$13.8$5.43$2.43$3.00
2021Detailed filing. Detailed filing data is available for this year.$11.3$0.48$10.8$2.52$1.65$0.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.09$9.95$2.45$2.00$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.54$0.00$9.54$2.65$1.69$0.96
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.60$0.00$8.60$2.66$1.47$1.19
2017Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$1.87$1.33$0.55
2016Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$2.39$1.23$1.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$0.02$5.69$1.32$1.15$0.17
2014Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$1.30$1.07$0.22
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.35$0.05$5.30$2.00$0.94$1.06
2012Detailed filing. Detailed filing data is available for this year.$4.52$0.28$4.24$0.90
2011Detailed filing. Detailed filing data is available for this year.$2.92$0.03$2.89$0.74
2010Detailed filing. Detailed filing data is available for this year.$1.87$0.02$1.85$0.61