Civic Intelligence

Harold and Grace Upjohn Foundation

990PF • Fiscal year 2015 • EIN 38-6052963

Nov 01, 2014 to Oct 31, 2015 • Filed on Jan 27, 2016

Organization Profile
300 S Westnedge AveKalamazoo, MI 49007

(269) 385-4686

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

55th percentile

5.2%

Higher net margin than 55% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

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.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

48th percentile

0.6%

Faster asset growth than 48% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-44%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$11,805,533

Up $68,216 (+0.6%) from 2014

Net Assets

Up

$11,805,533

Up $68,216 (+0.6%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin55th percentile

Revenue

Down

$1,317,418

Down $1,015,108 (-44%) from 2014

Expenses

Up

$1,249,202

Up $43,754 (+3.6%) from 2014

Net Income

Down

$68,216

Down $1,058,862 (-94%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $11,557,894Liabilities 2010: $0Net Assets 2010: $11,557,8942010Assets 2011: $11,110,052Liabilities 2011: $02011Assets 2012: $10,739,914Liabilities 2012: $0Net Assets 2012: $10,739,9142012Assets 2013: $10,610,239Liabilities 2013: $02013Assets 2014: $11,737,317Liabilities 2014: $1Net Assets 2014: $11,737,3172014Assets 2015: $11,805,533Liabilities 2015: $1Net Assets 2015: $11,805,5332015Assets 2017: $18,937,936Liabilities 2017: $0Net Assets 2017: $18,937,9362017Assets 2018: $18,710,803Liabilities 2018: $0Net Assets 2018: $18,710,8032018Assets 2019: $18,371,599Liabilities 2019: $1Net Assets 2019: $18,371,5992019Assets 2020: $17,792,979Liabilities 2020: $1Net Assets 2020: $17,792,9792020Assets 2021: $17,823,908Liabilities 2021: $1Net Assets 2021: $17,823,9082021Assets 2022: $17,638,192Liabilities 2022: $1Net Assets 2022: $17,638,1922022Assets 2023: $17,617,146Liabilities 2023: $12023Assets 2025: $17,615,873Liabilities 2025: $0Net Assets 2025: $17,615,8732025

Highlighted filing

2015

Assets$11,805,533
Liabilities$1
Net Assets$11,805,533
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $788,9012010Revenue 2011: $349,955Expenses 2011: $859,287Net Income 2011: -$509,3322011Expenses 2012: $929,1302012Revenue 2013: $975,066Expenses 2013: $1,104,741Net Income 2013: -$129,6752013Revenue 2014: $2,332,526Expenses 2014: $1,205,448Net Income 2014: $1,127,0782014Revenue 2015: $1,317,418Expenses 2015: $1,249,202Net Income 2015: $68,2162015Revenue 2017: $869,558Expenses 2017: $1,231,243Net Income 2017: -$361,6852017Revenue 2018: $1,010,679Expenses 2018: $1,237,812Net Income 2018: -$227,1332018Revenue 2019: $906,944Expenses 2019: $1,246,148Net Income 2019: -$339,2042019Revenue 2020: $629,761Expenses 2020: $1,208,381Net Income 2020: -$578,6202020Revenue 2021: $1,368,455Expenses 2021: $1,337,526Net Income 2021: $30,9292021Revenue 2022: $977,456Expenses 2022: $1,163,172Net Income 2022: -$185,7162022Revenue 2023: $1,146,823Expenses 2023: $1,167,869Net Income 2023: -$21,0462023Revenue 2025: $1,421,516Expenses 2025: $1,476,888Net Income 2025: -$55,3722025

Highlighted filing

2015

Revenue$1,317,418
Expenses$1,249,202
Net Income$68,216
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Jan 27, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER T HAENICKESec/Treas-$0--
FLORENCE U OROSZPresident-$0--
RANDELL W EBERTSVice President-$0--
Filing and Contact Details

Filer

Filer Name
Harold and Grace Upjohn Foundation
EIN
38-6052963
Phone
2693854686
Address
300 S WESTNEDGE AVE, KALAMAZOO, MI 49007

Signing Officer

Name
Don Edgerly
Title
Secretary
Phone
2693442818
Signed
2016-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
750 TRADE CENTRE WAY STE 300, PORTAGE, MI 49002
Preparer
James G Thompson CPA
Phone
2695674500
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF PART VII-A, QUESTION 3
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ON MARCH 27, 2015, THE TRUSTEES VOTED UNANIMOUSLY TO AMEND ARTICLE V OF THE BYLAWS OF THE CORPORATION TO ADD THE FOLLOWING PROVISION: SECTION 6. NON-DISCRIMINATION. THE CORPORATION DECLARES AND AFFIRMS THAT IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, CREED, NATIONAL ORIGIN, ANCESTRY, DISABILITY, GENDER, GENDER IDENTIFICATION, SEXUAL ORIENTATION OR AGE WITH REGARD TO MEMBERS, TRUSTEES, EMPLOYEES, VOLUNTEERS, GRANTEES, VENDORS AND CONTRACTORS.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6579432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0338256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2288525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3225988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5220100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6643270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71575
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/PropertyDesc0DRESSER-RAND GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GOOGLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MYLAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3O REILLY AUTOMOTIVE, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ORRSTOWN BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5RITCHIE BROTHERS AUCTIONEERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6STARBUCKS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7AIG SECURITES LITIGATION SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01055026
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt068216
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011805533
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011737317
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011805533
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01007948
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01007948
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01007948
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01020120
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012172
IRS990PF/DistributableAmountGrp/TotalTaxAmt012172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt021440
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt021440
IRS990PF/FMVAssetsEOYAmt020476922
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06335634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07278320
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016028361
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0125252
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt0101235
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0101235
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02240472
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02040472
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01964070
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02885959
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02235506
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02235506
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011737317
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011805533
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020476922
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011737317
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011805533
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011737317
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011805533
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt011737317
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt011805533
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt047750
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020713104
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02551441
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018161663
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0310697
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01020120
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020402407
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020713104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHRISTOPHER T HAENICKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FLORENCE U OROSZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RANDELL W EBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0211 SOUTH ROSE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14300 OLD FIELD TRAIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2300 S WESTNEDGE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd149008
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd249007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01070045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01082217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01080417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0999024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0832053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0761688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0694702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.055176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.054880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt012172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt020402407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt020154546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt018106188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt016214600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt016118585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt012658648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01107352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.262233
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01095180
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01107352
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt012172
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01107352
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd01
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,805,533
Liabilities
$1
Net assets
$11,805,533
Revenue
$1,317,418
Expenses
$1,249,202
Net income
$68,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$1.42$1.48$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$1.15$1.17$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$17.6$0.98$1.16$0.19
2021Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$1.37$1.34$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.00$17.8$0.63$1.21$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$0.00$18.4$0.91$1.25$0.34
2018Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.01$1.24$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$0.00$18.9$0.87$1.23$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2015Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$1.32$1.25$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$2.33$1.21$1.13
2013Summary only. Only limited summary data is available for this year.$10.6$0.00$0.98$1.10$0.13
2012Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.93
2011Summary only. Only limited summary data is available for this year.$11.1$0.00$0.35$0.86$0.51
2010Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.79