Civic Intelligence

Vaughan Foundation

990PF • Fiscal year 2020 • EIN 38-3355160

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 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

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

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

Liabilities / Revenue

29th percentile

0.04x

Higher debt load relative to revenue than 29% of similar nonprofits.

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

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

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

Asset Growth

51st percentile

5.2%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

34th percentile

-7.6%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$10,037,131

Up $494,860 (+5.2%) from 2019

Net Assets

Up

$9,947,241

Up $404,970 (+4.2%) from 2019

Liabilities

Up

$89,890

Up $89,890 from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin72nd percentile

Revenue

Down

$2,448,395

Down $201,561 (-7.6%) from 2019

Expenses

Up

$1,995,089

Up $300,759 (+18%) from 2019

Net Income

Down

$453,306

Down $502,320 (-53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2020

Assets$10,037,131
Liabilities$89,890
Net Assets$9,947,241
Open 2020 Filing

Operations Trend

Revenue Growth34th 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

2020

Revenue$2,448,395
Expenses$1,995,089
Net Income$453,306
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay24th 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
2021-05-14

Preparer

Firm
Bond & Company Plc
Address
113 WEST MICHIGAN AVENUE SUITE 301, JACKSON, MI 49201
Preparer
Christina M Heap
Phone
5177898900
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05630
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05630
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01493450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01930000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01930000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0309547
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0638108
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0645275
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0453306
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01899957
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt082
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0123
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0123
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt082
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt023509
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt023509
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01493450
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02100354
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02086
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt035848
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01930000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031327
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01995089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02131681
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02448395
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt031327
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt065089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42001-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51982-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61987-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71996-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81986-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91991-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101986-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0289535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt129168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt340794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt59722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt65304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt74944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt89323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt95898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt026507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt114843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4484998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt580456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt697788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7120261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8132682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9139207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10134467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt026507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt114843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4484998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt580456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt697788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7120261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8132682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9139207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10134467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0316042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt339517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4486605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt590178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6103092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7125205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8142005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9145105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10137225
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/PropertyDesc0BLACKROCK ENHANCED EQUITY DIVIDEND T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CARRIER GLOBAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JOHN HANCOCK HEDGED EQUITY & INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3OTIS WORLDWIDE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CHEVRON CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6COCA-COLA COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7KELLOGG COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8KIMBERLY-CLARK CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PEPSICO INCORPORATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01493450
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0453306
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt048336
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09995577
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09542271
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09947241
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01512834
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01512834
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01512834
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01542029
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt029195
IRS990PF/DistributableAmountGrp/TotalTaxAmt029195
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt029195
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt029195
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt029195
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt018214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011000
IRS990PF/FMVAssetsEOYAmt035663431
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt089890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03268162
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03122907
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt026440837
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt011102
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02363
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06116999
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06911861
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09222594
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09542271
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09947241
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0146008
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09542271
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010037131
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt035663431
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt089890
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09542271
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010037131
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09542271
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09947241
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031310243
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0311125
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt030999118
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0469654
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01542029

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,037,131
Liabilities
$89,890
Net assets
$9,947,241
Revenue
$2,448,395
Expenses
$1,995,089
Net income
$453,306
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
2020Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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