Civic Intelligence

Herbert H and Barbara C Dow Foundation

990PF • Fiscal year 2022 • EIN 38-6058513

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 03, 2023

Organization Profile
PO Box 393Frankfort, MI 49635-0393

(231) 352-6960

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.25x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

3rd percentile

-25%

Faster asset growth than 3% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-39%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$23,447,989

Down $7,696,512 (-25%) from 2021

Net Assets

Down

$23,147,989

Down $7,596,512 (-25%) from 2021

Liabilities

Down

$300,000

Down $100,000 (-25%) from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin15th percentile

Revenue

Down

$1,209,421

Down $771,571 (-39%) from 2021

Expenses

Down

$1,557,823

Down $270,746 (-15%) from 2021

Net Income

Down

-$348,402

Down $500,825 (-329%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$40M$30M$20M$10M$0Assets 2011: $14,475,698Liabilities 2011: $02011Assets 2012: $17,893,660Liabilities 2012: $02012Assets 2013: $20,074,184Liabilities 2013: $02013Assets 2014: $20,260,500Liabilities 2014: $02014Assets 2015: $19,275,802Liabilities 2015: $02015Assets 2019: $23,171,385Liabilities 2019: $02019Assets 2020: $27,006,914Liabilities 2020: $1Net Assets 2020: $27,006,9142020Assets 2021: $31,144,501Liabilities 2021: $400,000Net Assets 2021: $30,744,5012021Assets 2022: $23,447,989Liabilities 2022: $300,000Net Assets 2022: $23,147,9892022Assets 2023: $27,557,728Liabilities 2023: $250,000Net Assets 2023: $27,307,7282023Assets 2024: $31,117,502Liabilities 2024: $200,000Net Assets 2024: $30,917,5022024

Highlighted filing

2022

Assets$23,447,989
Liabilities$300,000
Net Assets$23,147,989
Open 2022 Filing

Operations Trend

Revenue Growth16th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,924,433Expenses 2011: $972,138Net Income 2011: $952,2952011Revenue 2012: $1,099,182Expenses 2012: $932,085Net Income 2012: $167,0972012Revenue 2013: $935,704Expenses 2013: $996,812Net Income 2013: -$61,1082013Revenue 2014: $1,853,992Expenses 2014: $1,070,630Net Income 2014: $783,3622014Revenue 2015: $898,501Expenses 2015: $1,167,884Net Income 2015: -$269,3832015Revenue 2019: $1,302,128Expenses 2019: $1,275,656Net Income 2019: $26,4722019Revenue 2020: $2,490,824Expenses 2020: $1,297,910Net Income 2020: $1,192,9142020Revenue 2021: $1,980,992Expenses 2021: $1,828,569Net Income 2021: $152,4232021Revenue 2022: $1,209,421Expenses 2022: $1,557,823Net Income 2022: -$348,4022022Revenue 2023: $1,657,005Expenses 2023: $1,426,289Net Income 2023: $230,7162023Revenue 2024: $2,474,747Expenses 2024: $1,479,281Net Income 2024: $995,4662024

Highlighted filing

2022

Revenue$1,209,421
Expenses$1,557,823
Net Income-$348,402
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLARD H DOW IIPresident/Trustee-$0--
PAMELA D COLLIEVP/Sec/Treasurer/Trustee-$0--
MARGO PRAYTORTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Herbert H and Barbara C Dow Foundation
EIN
38-6058513
Phone
2313526960
Address
PO BOX 393, FRANKFORT, MI 49635-0393

Signing Officer

Name
Pamela Dow
Title
Vice President
Phone
2313526960
Signed
2023-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
2355 E CAMELBACK RD STE 900, PHOENIX, AZ 85016-9065
Preparer
Brenda Ann Blunt CPA
Phone
4803151040
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt94195767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9521870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9621510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9721700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9820375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9923725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10022250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10121275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10216180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103182600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104928109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt105436800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10674282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt107120027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt108185058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt109117138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110231024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111361979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112437120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113223944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114146265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt115255867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116337174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1171214846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt118120734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119410092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120291549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12173077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DOW INC. REG SHARES (DOW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN EXPRESS COMPANY (AXP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMGEN INC. COM (AMGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BLACKROCK INC. (BLK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BRISTOL-MYERS SQUIBB CO. (BMY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BROADCOM INC. (AVGO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHEVRON CORP (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CROWN CASTLE INC. (CCI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CSX CORP (CSX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DEERE CO (DE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10EATON CORP PLC (ETN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ELI LILLY & CO (LLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12EMERSON ELEC. CO (EMR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ENTERGY CORP NEW (ETR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EXXON MOBIL CORP COM (XOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FIFTH THIRD BANCORP (FITB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16GENL DYNAMICS CORP COM (GD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HEWLETT PACKARD ENTERPRISE CO (HPE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18HOME DEPOT INC (HD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19JOHNSON AND JOHNSON COM (JNJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JPMORGAN CHASE AND CO (JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21KINDER MORGAN INC. DEL (KMI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22KRAFT (THE) HEINZ CO. (KHC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MAGNA INTL. INC. CLASS A VTG (MGA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MCDONALDS CORP COM (MCD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NUTRIEN LTD. REG SHS (NTR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PEPSICO INC (PEP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PRINCIPAL FINANCIAL GROUP (PFG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PROCTER & GAMBLE CO. (PG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30REALTY INCM CORP. (O)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SYNCHRONY FINANCAL COMP. (SYF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32TARGET CORP COM (TGT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33TEXAS INSTRUMENTS (TXN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34TRUIST FINANCIAL CORP (TFC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35UNITED PARCEL SERVICE CL. B (UPS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36UNITEDHEALTH GROUP INC. (UNH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37VICI PPTYS INC. (VICI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38WILLIAMS COMPANIES DEL (WMB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ANSYS INC (ANSS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40AKAMAI TECHNOLOGIES INC. (AKAM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ALBANY INTL CRP NEW CL. A (AIN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ALBEMARLE CORP. COM (ALB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ARCHROCK INC. (AROC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ARROW ELECTRONICS (ARW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45BIO RAD LABS CL A (BIO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46BLACK KNIGHT HOLDCO CORP REG SHS (BKI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47BORG WRNER INC COM (BWA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48BOSTON PPTYS INC (BXP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49BOX INC CL. A (BOX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CABOT CORP (CBT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51CBRE GROUP INC (CBRE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52CENTENE CORP (CNC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53CF INDS HOLDINGS INC (CF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CIRRUS LOGIC INC (CRUS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55CONMED CORP COM (CNMD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56CORP OFFICE PPTYS TRUST (OFC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CRACKER BAREL OAL COUNTRY STORE INC. (CBRL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58DR HORTON INC. (DHI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59DARDEN RESTAURANTS INC (DRI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60DIODES INC COM (DIOD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61EASTMAN CHEMICAL CO COM (EMN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62FIRST CASH HOLDINGS INC (FCFS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63GATX CORPORATION (GATX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64HEXCEL CORP NEW COM (HXL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65HOLOGIC INC. (HOLX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66HORACE MANN EDUCATORS NEW (HMN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67HOULIHAN LOKEY INC (HLI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68HUNTINGTON INFALLS INDS INC (HII)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69KEYCORP NEW COM (KEY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MONOLITHIC PWR SYSTEMS INC (MPWR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MOOG INC CL A (MOGA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MYRIAD GENETICS INC (MYGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ON SEMICONDUCTOR CORP COM (ON)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PENN ENTERTAINMENT INC (PENN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75RAYMOND JAMES FINANCIAL INC (RJF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76REINSURNCE GROUP AMERICA (RGA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77REPUBLIC SERVICES INC (RSG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78RYDER SYSTEM INC.( R)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SBA COMMUNICATIONS CORP NEW (SBAC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SMITH A O CORP DEL COM (AOS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SNAP ON INC. COM (SNA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SONOCO PRODUCTS CO (SON)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83STERICYCLE INC COM (SRCL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TELEDYNE TECH INC (TDY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WEBSTER FINANCIAL CP PV (WBS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WEC ENERGY GROUP INC SHS (WEC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WOODWARD INC (WWD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88AMER FUNDS NEW WORLD FUND CLASS F2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89CARILLON SCOUT MID CAP FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90JP MORGAN LARGE CAP GROWTH FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91MFS INTERNATIONAL INTRINSIC VALUE FUND-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92MFS VALUE FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93PIMCO STOCKSPLUS SMALL FUND CLASS I2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95BARCLAYS BANK PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96ROYAL BANK OF CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97UBS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98UBS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99JP MORGAN CHASE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100CREDIT SUISSE AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101CREDIT SUISSE AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102GS FINANCE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103COSTCO WHOLESALE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104IDEXX LABORATORIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106DISNEY WALT CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112ASML HOLDING NV EUR0.09 NY REGISTRY SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113HONEYWELL INTERNATIONAL INC COM USD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114KEYSIGHT TECHNOLOGIES INC COM US00.01 WO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115ALPHABET INC CAP STK CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116ALPHABET INC CAP STK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120NVIDIA CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121ZEBRA TECHNOLOGIES CORPORATION CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0323896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1294370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt277315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3395853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4414032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5479873

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,447,989
Liabilities
$300,000
Net assets
$23,147,989
Revenue
$1,209,421
Expenses
$1,557,823
Net income
-$348,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.1$0.20$30.9$2.47$1.48$1.00
2023Detailed filing. Detailed filing data is available for this year.$27.6$0.25$27.3$1.66$1.43$0.23
2022Detailed filing. Detailed filing data is available for this year.$23.4$0.30$23.1$1.21$1.56$0.35
2021Detailed filing. Detailed filing data is available for this year.$31.1$0.40$30.7$1.98$1.83$0.15
2020Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$2.49$1.30$1.19
2019Summary only. Only limited summary data is available for this year.$23.2$0.00$1.30$1.28$0.03
2015Summary only. Only limited summary data is available for this year.$19.3$0.00$0.90$1.17$0.27
2014Summary only. Only limited summary data is available for this year.$20.3$0.00$1.85$1.07$0.78
2013Summary only. Only limited summary data is available for this year.$20.1$0.00$0.94$1.00$0.06
2012Summary only. Only limited summary data is available for this year.$17.9$0.00$1.10$0.93$0.17
2011Summary only. Only limited summary data is available for this year.$14.5$0.00$1.92$0.97$0.95
Peer Organizations

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