Civic Intelligence

Evergreen Manor Foundation Inc.

990 • Fiscal year 2013 • EIN 39-1388991

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Organization ProfileWWW.EVERGREENOSHKOSH.COM
1130 North Westfield StreetOshkosh, WI 54902-3217

(920) 233-2340

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

12th percentile

0.02x

Higher debt load relative to revenue than 12% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

60th percentile

$195,949

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$14,374,033

Up $2,027,079 (+16%) from 2012

Net Assets

Up

$14,319,891

Up $2,014,446 (+16%) from 2012

Liabilities

Up

$54,142

Up $12,633 (+30%) from 2012

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin93rd percentile

Revenue

$2,240,794

No earlier filing loaded for comparison.

Expenses

Up

$926,134

Up $81,719 (+9.7%) from 2012

Net Income

$1,314,660

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$30M$20M$10M$0Assets 2010: $11,101,045Liabilities 2010: $56,070Net Assets 2010: $11,044,9752010Assets 2011: $11,689,802Liabilities 2011: $20,007Net Assets 2011: $11,669,7952011Assets 2012: $12,346,954Liabilities 2012: $41,509Net Assets 2012: $12,305,4452012Assets 2013: $14,374,033Liabilities 2013: $54,142Net Assets 2013: $14,319,8912013Assets 2014: $14,953,774Liabilities 2014: $66,586Net Assets 2014: $14,887,1882014Assets 2015: $14,348,544Liabilities 2015: $250,628Net Assets 2015: $14,097,9162015Assets 2016: $15,749,427Liabilities 2016: $284,489Net Assets 2016: $15,464,9382016Assets 2017: $16,426,997Liabilities 2017: $32,641Net Assets 2017: $16,394,3562017Assets 2018: $15,239,984Liabilities 2018: $84,141Net Assets 2018: $15,155,8432018Assets 2019: $17,972,945Liabilities 2019: $56,378Net Assets 2019: $17,916,5672019Assets 2020: $20,231,238Liabilities 2020: $326,164Net Assets 2020: $19,905,0742020Assets 2021: $23,610,325Liabilities 2021: $160,403Net Assets 2021: $23,449,9222021Assets 2022: $19,987,827Liabilities 2022: $121,329Net Assets 2022: $19,866,4982022Assets 2023: $22,030,908Liabilities 2023: $578,362Net Assets 2023: $21,452,5462023Assets 2024: $23,294,451Liabilities 2024: $247,341Net Assets 2024: $23,047,1102024

Highlighted filing

2013

Assets$14,374,033
Liabilities$54,142
Net Assets$14,319,891
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $742,3812010Expenses 2011: $822,2992011Expenses 2012: $844,4152012Revenue 2013: $2,240,794Expenses 2013: $926,134Net Income 2013: $1,314,6602013Revenue 2014: $1,161,392Expenses 2014: $800,971Net Income 2014: $360,4212014Revenue 2015: $1,102,878Expenses 2015: $834,914Net Income 2015: $267,9642015Revenue 2016: $1,459,379Expenses 2016: $799,434Net Income 2016: $659,9452016Revenue 2017: $1,830,839Expenses 2017: $2,354,744Net Income 2017: -$523,9052017Revenue 2018: $1,411,504Expenses 2018: $887,514Net Income 2018: $523,9902018Revenue 2019: $1,103,770Expenses 2019: $968,941Net Income 2019: $134,8292019Revenue 2020: $1,257,949Expenses 2020: $1,131,214Net Income 2020: $126,7352020Revenue 2021: $3,246,928Expenses 2021: $1,240,032Net Income 2021: $2,006,8962021Revenue 2022: $1,740,291Expenses 2022: $1,029,959Net Income 2022: $710,3322022Revenue 2023: $1,108,819Expenses 2023: $1,421,512Net Income 2023: -$312,6932023Revenue 2024: $1,632,454Expenses 2024: $1,097,880Net Income 2024: $534,5742024

Highlighted filing

2013

Revenue$2,240,794
Expenses$926,134
Net Income$1,314,660
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.0
Gross Receipts
$6,727,152
Mission and Program Overview

Mission

Evergreen foundation, inc. Receives gifts and bequests, raises funds for specific projects or needs, administers and invests funds, and disburses payments to and on behalf of evergreen retirement community, inc.

To use and secure resources in support of the evergreen retirement community vision.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,327,609$10,745,307▲ $1,417,698
Other Notes and Loans Receivable, Net$1,200,000$1,100,000▼ $100,000
Savings and Temporary Cash Investments$146,885$741,189▲ $594,304
Pledges and Grants Receivable$1,771$93,392▲ $91,621
Land, Buildings, and Equipment, Net$42,448$0▼ $42,448
Inventories for Sale or Use$5,313$9,698▲ $4,385
Cash and Non-Interest-Bearing Accounts$2,223$2,065▼ $158
Total Assets$12,346,954$14,374,033▲ $2,027,079
Other Assets Total$1,620,705$1,682,382▲ $61,677
Liabilities
Other Liabilities$41,509$53,547▲ $12,038
Accounts Payable and Accrued Expenses$0$595▲ $595
Total Liabilities$41,509$54,142▲ $12,633
Net Assets / Fund Balance
Unrestricted Net Assets$8,386,309$9,902,432▲ $1,516,123
Permanently Rstr Net Assets$3,826,123$4,038,875▲ $212,752
Temporarily Rstr Net Assets$93,013$378,584▲ $285,571
Total Net Assets Fund Balance$12,305,445$14,319,891▲ $2,014,446
Total Liabilities and Net Assets / Fund Balance$12,346,954$14,374,033▲ $2,027,079

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$35,740--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$5,589,110$154,659▲ $544,488$55,706$6,209,001
2012$5,228,355$3,850▲ $474,768$96,676$5,589,110
2011$4,428,650$2,320▲ $914,470$97,937$5,228,355
2010$4,234,561$5,215▲ $242,243$37,007$4,428,650
2009$4,214,347$5,245▲ $75,676$46,670$4,234,561
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleOtherTotal
John M KruegerVP of Finance/is & Treasurer$137,799$137,799

Board Members and Trustees

NameTitle
John BerminghamChair
Kenneth a ArnesonPresident/CEO
Scott DeckerVice-chair
Arline SitterDirector
Barbara CookDirector
Carol CameronDirector
Cathy SchererDirector
Ed HolladayDirector
Gail Ann WinklerDirector
Ginna NelsonDirector
Helen Lord-burrDirector
Pam RuderDirector
Randy HusmanDirector
Rick PicardDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Evergreen Retirement Communty INCManagement Services-$146,457
Revenue and Support

Revenue Composition

Contributions and Grants
$1,275,639
Program Service Revenue
$0
Investment Income
$965,155
Other Revenue
$0
All Other Contributions
$1,275,639
Change in Net Assets
$1,314,660

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,217,922
Revenue Not Reported on Financial Statements
$22,872
Revenue Not Reported on Form 990
$699,786
Total Revenue per Audited Statements
$2,917,708
Total Revenue per Form 990
$2,240,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$612,570
Other Expenses$313,564
Total Fundraising Expense$59,777
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$588,340--$588,340
Fees for Services Management-$134,202$12,255$146,457
Fees for Service Investment Mgmnt Fees-$73,032-$73,032
Fees for Services Other-$26,892$44,400$71,292
Grants to Domestic Individuals$24,230--$24,230
Fees for Services Accounting-$7,561-$7,561
Depreciation Depletion-$2,260-$2,260
Office Expenses-$1,139$510$1,649
Other Expenses-$129$10$139
Total Functional Expenses$612,570$253,787$59,777$926,134

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$926,134
Expenses per Audited Statements$903,262
Total Expenses per Audited Statements$903,262
Expenses Not Reported on Financial Statements$22,872
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-1081800-501(c)(3)Benevolent Need, Special Projects (restricted Funds), Grounds Beautification, and Special Projects Approved by the Board (unrestricted Funds).$545,892
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$53,547
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management services are provided by evergreen retirement community, inc.”

Form 990, Part VI, Section A, Line 7B

“Amendment of the bylaws related to amending the bylaws and dissolving the organization requires approval of the board of directors of evergreen retirement community, inc.”

Form 990, Part VI, Section B, Line 11

“The form 990 was reviewed in detail by the organization's treasurer. An electronic version of the form 990 was posted on the board of director's web page with members given the opportunity to review it prior to filing.”

Form 990, Part VI, Section B, Line 12

“The organization has a conflict of interest policy that applies to all employees and it has a code of conduct policy that applies to all board members. However, the code of conduct policy is not sufficient to answer yes to form 990, part vi, line 12c. Board members are required to annually disclose any conflicts of interest and to conduct business with evergreen in a manner that supports the interests of evergreen and avoids unfair personal advantage. Non-compliance with the code of conduct may result in removal from the board following an opportunity for explanation to the full board.”

Form 990, Part VI, Section C, Line 19

“Evergreen foundation, inc. Makes available upon request its financial statements, governing documents, and conflict of interest policy to the general public. These documents are provided within a reasonable period of time.”

Filing and Contact Details

Filer

EIN
39-1388991
Phone
9202332340

Signing Officer

Name
John M Krueger
Title
VP of Finance/is & Treasurer
Phone
9202332340
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth a Arneson
Formed
1981
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
13

Preparer

Preparer
Kurt Bennion
Phone
6123764500
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment funds benevolent needs for residents of evergreen retirement community who have exhausted their personal resources, woodlands preservation, lifecare learning, pastoral care, creative arts, grounds beautification and unrestricted uses.”

PART X, LINE 2:

“The foundation has been granted exempt status as a public charity relative to federal and state corporate income taxes under section 501(c)(3) of the internal revenue code and applicable state codes. The foundation's annual tax filings are subject to review by federal, state, and local authorities. The foundation is not aware of any activities that would jeopardize its tax-exempt status. The foundation is not aware of any activities that are subject to tax on unrelated business income or other excise taxes. The tax filings for the years 2009 through 2012 are open to examination by federal, local or state authorities.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF FINANCE/IS & TREASURER
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EVERGREEN FOUNDATION, INC. RECEIVES GIFTS AND BEQUESTS, RAISES FUNDS FOR SPECIFIC PROJECTS OR NEEDS, ADMINISTERS AND INVESTS FUNDS, AND DISBURSES PAYMENTS TO AND ON BEHALF OF EVERGREEN RETIREMENT COMMUNITY, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt014319891
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0633727
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0699786
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0510
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01139
IRS990/OfficeExpensesGrp/TotalAmt01649
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01620705
IRS990/OtherAssetsTotalGrp/EOYAmt01682382
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1DONOR APPRECIATION
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt02602
IRS990/OtherExpensesGrp/FundraisingAmt110
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04941
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13240
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2391
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3129
IRS990/OtherExpensesGrp/TotalAmt04941
IRS990/OtherExpensesGrp/TotalAmt13240
IRS990/OtherExpensesGrp/TotalAmt22993
IRS990/OtherExpensesGrp/TotalAmt3139
IRS990/OtherLiabilitiesGrp/BOYAmt041509
IRS990/OtherLiabilitiesGrp/EOYAmt053547
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01200000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01100000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03826123
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04038875
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01771
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt093392
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KENNETH A ARNESON
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0304645
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0602837
IRS990/PYInvestmentIncomeAmt0391579
IRS990/PYOtherExpensesAmt0241578
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-148191
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0844415
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0696224
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01314660
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0146885
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0741189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01275639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0304645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0317662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0233519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0267460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02398925
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0331428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0293809
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0277163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0299933
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0315732
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01518065
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37860
IRS990ScheduleA/PublicSupportPY170Pct00.65540
IRS990ScheduleA/PublicSupportTotal170Amt01482821
IRS990ScheduleA/SubstantialContributorsTotAmt0916104
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01275639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0304645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0317662
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0233519
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0267460
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02398925
IRS990ScheduleA/TotalSupportAmt03916990
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.09130
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt023550
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05589110
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0154659
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06209001
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0544488
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt055706
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt021187
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05228355
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05589110
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt096676
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt019148
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02320
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05228355
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0914470
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt097937
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt016362
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04428650
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt037007
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt014037
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04214347
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt05245
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04234561
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt022872
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0699786
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01646642
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt135740

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,374,033
Liabilities
$54,142
Net assets
$14,319,891
Revenue
$2,240,794
Expenses
$926,134
Net income
$1,314,660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.3$0.25$23.0$1.63$1.10$0.53
2023Detailed filing. Detailed filing data is available for this year.$22.0$0.58$21.5$1.11$1.42$0.31
2022Detailed filing. Detailed filing data is available for this year.$20.0$0.12$19.9$1.74$1.03$0.71
2021Detailed filing. Detailed filing data is available for this year.$23.6$0.16$23.4$3.25$1.24$2.01
2020Detailed filing. Detailed filing data is available for this year.$20.2$0.33$19.9$1.26$1.13$0.13
2019Detailed filing. Detailed filing data is available for this year.$18.0$0.06$17.9$1.10$0.97$0.13
2018Detailed filing. Detailed filing data is available for this year.$15.2$0.08$15.2$1.41$0.89$0.52
2017Detailed filing. Detailed filing data is available for this year.$16.4$0.03$16.4$1.83$2.35$0.52
2016Detailed filing. Detailed filing data is available for this year.$15.7$0.28$15.5$1.46$0.80$0.66
2015Detailed filing. Detailed filing data is available for this year.$14.3$0.25$14.1$1.10$0.83$0.27
2014Detailed filing. Detailed filing data is available for this year.$15.0$0.07$14.9$1.16$0.80$0.36
2013Detailed filing. Detailed filing data is available for this year.$14.4$0.05$14.3$2.24$0.93$1.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.04$12.3$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$0.02$11.7$0.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.06$11.0$0.74