Civic Intelligence

Wisconsin Rural Opportunities Foundation Inc

EIN 39-0857592 • 501(c)3 • Madison, WI

2679 Fahey GlenMadison, WI 53711
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

14th percentile

0.01x

Higher debt load relative to revenue than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

31st percentile

-2.0%

Higher net margin than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

26th percentile

$36,704

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

53rd percentile

5.0%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

$6,454,480

No earlier filing loaded for comparison.

Liabilities

$1,848

No earlier filing loaded for comparison.

Net Assets

$6,452,632

No earlier filing loaded for comparison.

Revenue

$309,350

No earlier filing loaded for comparison.

Expenses

$315,685

No earlier filing loaded for comparison.

Net Income

-$6,335

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,096,678Liabilities 2011: $0Net Assets 2011: $4,096,6782011Assets 2012: $4,608,531Liabilities 2012: $0Net Assets 2012: $4,608,5312012Assets 2013: $4,544,497Liabilities 2013: $749Net Assets 2013: $4,543,7482013Assets 2014: $4,766,414Liabilities 2014: $0Net Assets 2014: $4,766,4142014Assets 2015: $4,549,745Liabilities 2015: $2,399Net Assets 2015: $4,547,3462015Assets 2016: $4,444,912Liabilities 2016: $1Net Assets 2016: $4,444,9122016Assets 2017: $4,441,294Liabilities 2017: $1,229Net Assets 2017: $4,440,0652017Assets 2018: $4,589,935Liabilities 2018: $0Net Assets 2018: $4,589,9352018Assets 2019: $4,659,208Liabilities 2019: $0Net Assets 2019: $4,659,2082019Assets 2020: $4,477,732Liabilities 2020: $7,250Net Assets 2020: $4,470,4822020Assets 2021: $4,777,418Liabilities 2021: $7,250Net Assets 2021: $4,770,1682021Assets 2022: $5,418,392Liabilities 2022: $1,1142022Assets 2023: $5,685,717Liabilities 2023: $11,7302023Assets 2025: $6,454,480Liabilities 2025: $1,848Net Assets 2025: $6,452,6322025

Highlighted filing

2025

Assets$6,454,480
Liabilities$1,848
Net Assets$6,452,632

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2011: $146,5192011Expenses 2012: $147,2452012Revenue 2013: $118,855Expenses 2013: $153,557Net Income 2013: -$34,7022013Revenue 2014: $83,565Expenses 2014: $142,366Net Income 2014: -$58,8012014Revenue 2015: $139,192Expenses 2015: $158,678Net Income 2015: -$19,4862015Revenue 2016: $133,470Expenses 2016: $143,693Net Income 2016: -$10,2232016Revenue 2017: $110,287Expenses 2017: $132,833Net Income 2017: -$22,5462017Revenue 2018: $205,202Expenses 2018: $152,379Net Income 2018: $52,8232018Revenue 2019: $177,681Expenses 2019: $158,670Net Income 2019: $19,0112019Revenue 2020: $140,238Expenses 2020: $313,964Net Income 2020: -$173,7262020Revenue 2021: $100,545Expenses 2021: $320,574Net Income 2021: -$220,0292021Revenue 2022: $161,330Expenses 2022: $323,173Net Income 2022: -$161,8432022Revenue 2023: $135,917Expenses 2023: $244,973Net Income 2023: -$109,0562023Revenue 2025: $309,350Expenses 2025: $315,685Net Income 2025: -$6,3352025

Highlighted filing

2025

Revenue$309,350
Expenses$315,685
Net Income-$6,335

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.31$0.32$0.01
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.$5.69$0.01$0.14$0.24$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$0.16$0.32$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.78$0.01$4.77$0.10$0.32$0.22
2020Detailed filing. Detailed filing data is available for this year.$4.48$0.01$4.47$0.14$0.31$0.17
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.66$0.00$4.66$0.18$0.16$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.21$0.15$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.00$4.44$0.11$0.13$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.00$4.44$0.13$0.14$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$0.00$4.55$0.14$0.16$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.00$4.77$0.08$0.14$0.06
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$0.00$4.54$0.12$0.15$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.00$4.61$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$0.00$4.10$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 15, 2026
Return Version
2024v5.5
Mission and Program Overview

Mission

The wisconsin rural opportunities foundation fosters the vitality of rural wisconsin, primarily through the promotion of education opportunities, as well as improvement of health care services, cultural experiences, and support of the rural economic base.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCY HEIMExecutive DirectorPT$36,704-$36,704
JOAN BEHRPresident-$0--
JAMES CALDWELLVice President-$0--
PAT DUFFYSecretary-$0--
MICHELLE LIVANOSMarketing Director-$0--
CHARLES CRAVEDirector-$0--
ALIESHA CROWEDirector-$0--
JERRY GASKADirector-$0--
SAM MILLERTreasurer-$0--
BRETT RENKDirector-$0--
SUE SCHULTZDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUS CHARITABLE GIFT TRUSTSCHOLARSHIPSPCINDIANAPOLIS, IN, US$126,000
Paid GrantAABPSCHOLARSHIPSPCASHLAND, OH, US$10,000
Paid GrantUNIVERSITY OF WISCONSIN RIVER FALLSSCHOLARSHIPSGOVRIVER FALLS, WI, US$10,000
Paid GrantUNIVERISTY OF WISCONSIN MADISON SCHOOL OF NURSINGSCHOLARSHIPSGOVMADISON, WI, US$8,000
Paid GrantUNIVERSITY OF WISCONSIN PLATTEVILLESCHOLARSHIPSGOVPLATTEVILLE, WI, US$8,000
Paid GrantUNIVERSITY OF WISCONISN MADISON - CALSSCHOLARSHIPSGOVMADISON, WI, US$6,000
Paid GrantPROFESSIONAL DAIRY PRODUCERS FOUNDATIONSCHOLARSHIPSPCJUNEAU, WI, US$5,500
Paid GrantEDGEWOOD COLLEGESCHOLARSHIPSPCMADISON, WI, US$5,000
Paid GrantRURAL SUMMER SCIENCE CAMP - WARFSCHOLARSHIPSPCMADISON, WI, US$5,000
Paid GrantUNIVERSITY OF WISCONISN MADISON - PHYSICIAN ASSISTANTSCHOLARSHIPSGOVMADISON, WI, US$4,500
Paid GrantUNIVERISTY OF WISCONSIN MADISON VET SCHOOLSCHOLARSHIPSGOVMADISON, WI, US$4,000
Paid GrantUNIVERSITY OF WISCONSIN EAU CLAIRESCHOLARSHIPSGOVEAU CLARIE, WI, US$4,000
Paid GrantUNIVERSITY OF WISCONSIN MILWAUKEE SCHOOL OF NURSINGSCHOLARSHIPSGOVMILWAUKEE, WI, US$4,000
Paid GrantUNIVERSITY OF WISCONSIN GREEN BAYSCHOLARSHIPSGOVGREEN BAY, WI, US$3,000
Paid GrantUNIVERSITY OF WISCONSIN OSHKOSHSCHOLARSHIPSGOVOSHKOSH, WI, US$3,000
Paid GrantUNIVERSITY OF WISCONSIN STEVENS POINTSCHOLARSHIPSGOVSTEVENS POINT, WI, US$3,000
Paid GrantWI FFA FOUNDATIONSCHOLARSHIPSPCMADISON, WI, US$2,000
Paid GrantUNIVERSITY OF WISCONSIN WHITEWATERSCHOLARSHIPSGOVWHITEWATER, WI, US$1,000
Paid GrantLAKESHORE COLLEGESCHOLARSHIPSGOVCLEVELAND, WI, US$1,000
Paid GrantNICOLET COLLEGESCHOLARSHIPSGOVRHINELANDER, WI, US$1,000
Paid GrantMORAINE PARK TECHNICAL COLLEGESCHOLARSHIPSGOVFON DU LAC, WI, US$1,000
Paid GrantMADISON COLLEGESCHOLARSHIPSGOVMADISON, WI, US$1,000
Paid GrantWAUKESHA TECHNICAL COLLEGESCHOLARSHIPSGOVWAUKESHA, WI, US$1,000
Paid GrantNE WI TECHNICAL COLLEGESCHOLARSHIPSGOVGREEN BAY, WI, US$1,000
Paid GrantWESTERN TECHNICAL COLLEGESCHOLARSHIPSGOVLA CROSSE, WI, US$1,000
Filing and Contact Details

Filer

Filer Name
Wisconsin Rural Opportunities Foundation
EIN
39-0857592
Phone
6087726577
Address
2679 FAHEY GLEN, MADISON, WI 53711

Signing Officer

Name
Sam Miller
Title
Treasurer
Phone
9208581350
Signed
2026-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Block & Co Inc
Address
9701 BRADER WAY SUITE 202, MIDDLETON, WI 53562
Preparer
Ellen Mcguire
Phone
6082742002
Raw XML AppendixShowing 400 of 865 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt09050
AccountingFeesSchedule/AccountingFeesDetail/Amt110325
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BOOKKEEPING FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06335
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt17227
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02715
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt13098
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0IN ORDER TO SUPPORT THE ECONOMY OF RURAL AREAS IN WISCONSIN, THE WISCONISN RURAL OPPORUNITIES FOUNDATION INVESTS IN FSA-GUARANTEED LOANS TO LOCAL FARMERS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FNMA 10-81 AP REMIC MULTICLASS CMO CPN 2.500% DUE 07/25/40
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CAPITAL ONE NA CD MCLEAN VA ACT/365 FDIC INSD CPN 3.300% DUE 08/18/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2CAPITAL ONE NA CD MCLEAN VA ACT/365 FDIC INSD CPN 3.350% DUE 08/17/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt174888
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt249625
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt174888
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt249625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt453590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt521948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt644242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt723851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt840452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt941711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1012278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt139544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1410101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1610376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1720517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1835400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1933248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2060870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2131664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt229696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23180849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24121740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2581660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26339325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27494280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28360015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29480075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30381696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt319672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt329481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt338628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3413700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3516642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3637944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt210943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt316119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt453590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt521948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt644242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt723851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt840452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt941711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1012278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt125963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt139544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1410101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1610376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1720517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1835400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1933248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2060870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2131664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt229696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23180849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24121740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2581660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26339325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27494280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28360015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29480075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30381696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt319672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt329481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt338628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3413700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3516642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3637944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CROWDSTRIKE HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DEVON ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3FIDELITY NATIONAL INFORMATION SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FIRST TR ETF VI ETF SMID CAP RISING DIVID ACHIEVERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5FIRST TR VALUE LINE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ISHARES S&P MIDCAP ETF 400 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ISHARES S&P 500 VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9PACER FDS TR US CASH COWS 100 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PALO ALTO NETWORKS PANW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12PFIZER INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PHILLIPS 66 PSX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AMERICAN ELECTRIC POWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ISHARES S&P 100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PFIZER INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FIRST TRUST LARGE ETF CAP VALUE OPPORTUNITIES FTA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ISHARES ETF S&P 100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25SELECT SECTOR SPDR T ETF UTUILITIES SELECT SECTOR XLU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SPDR S&P DIVIDEND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27SPDR S&P 500 TRUST ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28VANGUARD DIVIDEND ETF APPRECIATION VIG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29WISDOMTREE ETF US LARGECAP FUND EPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30WISDOMTREE TOTAL DIV ETF DTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ADOBE SYSTEMMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GE HEALTHCARE TECHS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33JANUS DETROIT STR TR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34RAMBUS INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SCHWAB US DIVIDEND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36SPDR PORTFOLIO ETF LARGE CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt018274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt114871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt260595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt326938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt438228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt572975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt644399
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt754492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt835474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt946451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1045077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11923965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12304674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1320480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14868023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15407320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CALAMOS MARKET NEUTRAL INCOME FUND CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CALAMOS INVT TR NEW EVOLVING WORLD GROWTH FD CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DODGE & COX STOCK FUND CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FIDELITY ADVISOR INTL GROWTH CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AMERICAN FUNDS NEW PERSPECTIVE FUND CL F2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MFS SER TR II GROWTH FD CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MFS INTERNATIONAL DIVERSIFICATION FUND CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ALLSPRING 100% TREASURY MONEY MKT FND CLASS INSTL WOTXX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORT INSTITUTIONAL CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9PIMCO FUNDS LONG DURATION TOTAL RETURN FUND INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10PIMCO FDS INCOME FD INSTL CL PIMIX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD INDEX VANGUARD 500 INDEX FD ADMIRAL SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ALLSPRING TREASURY PLUS MONEY MKT FUND CLASS INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FIRST TRUST ENHANCED EQUITY INCOME FD CALL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ALLSPRING TREASURY PLUS MONEY MKT FUND CLASS INSTL PISXX ACQUIRED 03/20/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ALLSPRING TREASURY PLUS MONEY MKT FUND CLASS INSTL PISXX ACQUIRED 03/21/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt018274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt114871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt260595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt326938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt438228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt572975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt644399
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt754492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt835474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt946451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1045077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11923965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12304674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1320480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14868023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15407320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0170612
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0111012
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01051
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt03069
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0285744
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0285744
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt013562
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05813
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019375
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0111012
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012112
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt024592
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt036704
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0219000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0219000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt023606
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0170612
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0170612
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6335
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01261817
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01051
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01051
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0111012
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0246825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt022581
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022581
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08514
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08514
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09511
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0267255
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt038919
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0315685
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0285744
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0309350
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt048255
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt038919
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt096685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0416126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1374679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2360000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt021972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt189040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt021972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt189040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0438098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1463719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2360000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED STOCKS & BONDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED STOCKS & BONDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED STOCKS & BONDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0111012
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6335
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0323404
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06452632
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06135563
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06452632
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0306875
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0306875
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0306875
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0310306
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03431
IRS990PF/DistributableAmountGrp/TotalTaxAmt03431
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01773
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03431
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01773
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03431
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03431
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05240
IRS990PF/FMVAssetsEOYAmt06454480
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt012477
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01848
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02859
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt08207
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02859
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02859
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0680510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0125998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0125998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02794033
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03053065
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03053065
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt05741825
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt06011385
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0393738
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0441247
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01396
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01494
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01494
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02349447
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02982236
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02982236
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt072152
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0102932
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt072152
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt072152
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0211515
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0216676
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0216676
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06148040
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06454480
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06454480
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt012477
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01848
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06148040
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06454480
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06135563
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06452632
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06300631
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0125660
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06174971
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt094509
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0310306
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06206122
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06300631
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/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1036704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOAN BEHR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES CALDWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAT DUFFY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHELLE LIVANOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CHARLES CRAVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ALIESHA CROWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JERRY GASKA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.