Civic Intelligence

Vaughan Foundation

990PF • Fiscal year 2021 • EIN 38-3355160

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

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

42nd percentile

0.04x

Higher debt load relative to assets than 42% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.19x

Higher debt load relative to revenue than 55% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

73rd percentile

34%

Higher net margin than 73% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

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.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

60th percentile

12%

Faster asset growth than 60% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

35th percentile

3.0%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$11,290,793

Up $1,253,662 (+12%) from 2020

Net Assets

Up

$10,814,123

Up $866,882 (+8.7%) from 2020

Liabilities

Up

$476,670

Up $386,780 (+430%) from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin73rd percentile

Revenue

Up

$2,522,898

Up $74,503 (+3.0%) from 2020

Expenses

Down

$1,654,453

Down $340,636 (-17%) from 2020

Net Income

Up

$868,445

Up $415,139 (+92%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2021

Assets$11,290,793
Liabilities$476,670
Net Assets$10,814,123
Open 2021 Filing

Operations Trend

Revenue Growth35th 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

2021

Revenue$2,522,898
Expenses$1,654,453
Net Income$868,445
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.0
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
2022-05-09

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/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01631373
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt027
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02416899
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02416899
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03965
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03965
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01631373
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01590000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01590000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0105999
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0763720
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0785499
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0868445
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01816403
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt024503
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt024503
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01631373
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02365381
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01051
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt035765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01590000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029739
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01654453
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02395120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02522898
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029739
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt064453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32007-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42001-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51991-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61991-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt087760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt250191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt318948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt74081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt84361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2308790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4713782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt74459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt84922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2308790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4713782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt74459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt84922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt093715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2358981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt319653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4715389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt78540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt89283
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/PropertyDesc0BLACKROCK HEALTH SCIENCES OPP PORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CALL CHEVRON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FRANKLIN MUTUAL GLOBAL DISCOVERY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SYLVAMO CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SYLVAMO CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VIATRIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VIATRIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01631373
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt015487
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0868445
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01563
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010815686
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09947241
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010814123
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01919640
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01919640
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01919640
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01952519
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032879
IRS990PF/DistributableAmountGrp/TotalTaxAmt032879
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt032879
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt032879
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt032879
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt016381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016500
IRS990PF/FMVAssetsEOYAmt044556371
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt089890
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0476670
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03122907
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03165542
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt033724708
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02363
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06911861
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt07766270
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010472682
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09947241
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010814123
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0358981
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0358981
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010037131
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011290793
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt044556371
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt089890
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0476670
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010037131
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011290793
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09947241
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010814123
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt039645059
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0238259
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt039406800
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0594676
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01952519
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt039050383
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt039645059
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,290,793
Liabilities
$476,670
Net assets
$10,814,123
Revenue
$2,522,898
Expenses
$1,654,453
Net income
$868,445
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
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