Civic Intelligence

The Joe Macpherson Foundation Inc.

990PF • Fiscal year 2024 • EIN 38-3779697

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 31, 2025

Organization Profile
191 E Main St Suite 2ATustin, CA 92780

(714) 380-6200

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

81st percentile

36%

Higher net margin than 81% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.7%

Faster asset growth than 53% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

0.8%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$27,103,123

Up $1,451,288 (+5.7%) from 2023

Net Assets

Up

$27,103,121

Up $1,451,286 (+5.7%) from 2023

Liabilities

Up

$2

Up $1 (+100%) from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin81st percentile

Revenue

Up

$4,075,467

Up $30,976 (+0.8%) from 2023

Expenses

Up

$2,624,356

Up $650,328 (+33%) from 2023

Net Income

Down

$1,451,111

Down $619,352 (-30%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$30M$20M$10M$0Assets 2011: $6,563,461Liabilities 2011: $02011Assets 2012: $8,198,299Liabilities 2012: $02012Assets 2013: $9,841,613Liabilities 2013: $02013Assets 2014: $11,879,609Liabilities 2014: $42014Assets 2015: $13,476,780Liabilities 2015: $1Net Assets 2015: $13,476,7802015Assets 2016: $14,818,971Liabilities 2016: $0Net Assets 2016: $14,818,9712016Assets 2017: $16,686,677Liabilities 2017: $0Net Assets 2017: $16,686,6772017Assets 2018: $18,446,625Liabilities 2018: $0Net Assets 2018: $18,446,6252018Assets 2019: $20,372,525Liabilities 2019: $1Net Assets 2019: $20,372,5252019Assets 2020: $21,816,150Liabilities 2020: $1Net Assets 2020: $21,816,1502020Assets 2021: $24,033,437Liabilities 2021: $187,389Net Assets 2021: $23,846,0482021Assets 2022: $23,560,211Liabilities 2022: $1Net Assets 2022: $23,560,2112022Assets 2023: $25,651,835Liabilities 2023: $1Net Assets 2023: $25,651,8352023Assets 2024: $27,103,123Liabilities 2024: $2Net Assets 2024: $27,103,1212024

Highlighted filing

2024

Assets$27,103,123
Liabilities$2
Net Assets$27,103,121
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,817,115Expenses 2011: $363,129Net Income 2011: $1,453,9862011Revenue 2012: $2,129,512Expenses 2012: $494,674Net Income 2012: $1,634,8382012Revenue 2013: $2,314,706Expenses 2013: $671,392Net Income 2013: $1,643,3142013Revenue 2014: $2,923,457Expenses 2014: $887,974Net Income 2014: $2,035,4832014Revenue 2015: $2,432,494Expenses 2015: $845,471Net Income 2015: $1,587,0232015Revenue 2016: $2,375,434Expenses 2016: $1,047,696Net Income 2016: $1,327,7382016Revenue 2017: $2,861,912Expenses 2017: $994,206Net Income 2017: $1,867,7062017Revenue 2018: $3,067,321Expenses 2018: $1,310,488Net Income 2018: $1,756,8332018Revenue 2019: $3,472,714Expenses 2019: $1,547,704Net Income 2019: $1,925,0102019Revenue 2020: $3,230,027Expenses 2020: $1,788,523Net Income 2020: $1,441,5042020Revenue 2021: $4,091,987Expenses 2021: $2,062,089Net Income 2021: $2,029,8982021Revenue 2022: $1,395,188Expenses 2022: $1,693,592Net Income 2022: -$298,4042022Revenue 2023: $4,044,491Expenses 2023: $1,974,028Net Income 2023: $2,070,4632023Revenue 2024: $4,075,467Expenses 2024: $2,624,356Net Income 2024: $1,451,1112024

Highlighted filing

2024

Revenue$4,075,467
Expenses$2,624,356
Net Income$1,451,111
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 31, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne L MacPhersonPres/CEO/DirectorPT$0--
James MacPhersonCFO/Sec/DirectorPT$0--
Jeffrey MacPhersonV.Pres./DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Joe MacPherson Foundation Inc
EIN
38-3779697
Phone
7143806200
Address
191 E Main St Suite 2A, Tustin, CA 92780

Signing Officer

Name
Anne L MacPherson
Title
President & CEO
Signed
2025-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Lang and Company
Address
191 E MAIN ST STE 2A, TUSTIN, CA 92780
Preparer
Richard Lang
Phone
7143806200
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1450000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1550000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1650000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1750000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1850000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1950000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2050000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0R2000 Stars ISS CIBC due 3/29/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Consumer Discretionary SPDR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Health Care Select SPDR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Vanguard Information
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Sector SPDR Consumers Stpl
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Sector SPDR Industrial
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Ishares Biotechnology
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Materials Select Sector SPDR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Fidelity MSCI Utilities
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Invesco Peferred ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Ishares MBS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11SP500 Stepup Issuer BofA 2/28/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SP500 Stepup ISS BNS 4/25/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SP500 Stepup ISS BNS 3/28/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SP500 Stepup Issuer BNS 4/26/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SP500 Stepup Issuer BofA 9/27/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16SP500 Stepup Issuer BofA 10/25/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17SP500 Stepup Issuer BNS 12/30/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18SP500 Stepup Issuer CIBC 1/31/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19REal Estate Select Sector SPDR Fd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20R2000 Stars ISS BNS due 5/28/77
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21R2000 Stars ISS BNS due 2/26/77
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22R2000 STars ISS BofA due 4/30/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23R2000 Stars ISS CIBC due 7/30/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24R2000 Stars CIBC due 9/24/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25R2000 Stars CIBC due 12/31/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26R2000 Stars ISS HSBC due 11/29/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27R2000 ISS TD due 8/27/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28R2000 Stars ISS TD due 6/25/77
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29R2000 Stars ISS TD due 10/29/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30SP500 Stars ISS BNS due 5/28/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31SP500 Stars ISS BNS due 2/26/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32SP500 STars ISS BNS due 4/30/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33SP500 Stars ISS BMS due 7/30/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34SP500 Stars ISS BNS due 12/31/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35SP500 Stars ISS CIBC due 3/29/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36SP500 Stars ISS CIBC due 9/24/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37SP500 Stars ISS HSBC due 1/29/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38SP500 Stars ISS HSBC due 11/29/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39SP500 Stars ISS TD due 6/25/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40SP500 Stars ISS TD 10/29/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41SP500 Stars ISS TD due 8/27/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt052450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1492897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2482871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31262876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4174042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5204887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6105239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt767396
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt884275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9601912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101015356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1184878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1251950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1354150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1453550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1549750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1648750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1748900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1845900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1949250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2051700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2148500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22103500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23106500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24105700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25101900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27104900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2897800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29107100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3095700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31101700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3297400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3399500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0672464
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01503843
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt059231
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02235538
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02235538
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019970
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01022147
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01503843
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02336000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02336000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01839929
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0672464
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0672464
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0672464
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01451111
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09058719
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt059231
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt059231
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt059231
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01503843
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01983276
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0290452

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,103,123
Liabilities
$2
Net assets
$27,103,121
Revenue
$4,075,467
Expenses
$2,624,356
Net income
$1,451,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$4.08$2.62$1.45
2023Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$4.04$1.97$2.07
2022Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$1.40$1.69$0.30
2021Detailed filing. Detailed filing data is available for this year.$24.0$0.19$23.8$4.09$2.06$2.03
2020Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$3.23$1.79$1.44
2019Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$3.47$1.55$1.93
2018Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$3.07$1.31$1.76
2017Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$2.86$0.99$1.87
2016Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$2.38$1.05$1.33
2015Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$2.43$0.85$1.59
2014Summary only. Only limited summary data is available for this year.$11.9$0.00$2.92$0.89$2.04
2013Summary only. Only limited summary data is available for this year.$9.84$0.00$2.31$0.67$1.64
2012Summary only. Only limited summary data is available for this year.$8.20$0.00$2.13$0.49$1.63
2011Summary only. Only limited summary data is available for this year.$6.56$0.00$1.82$0.36$1.45