Civic Intelligence

E C Styberg Foundation Inc.

990PF • Fiscal year 2020 • EIN 39-1410323

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 20, 2021

Organization Profile
1600 Goold StreetRacine, WI 53404

(262) 637-9301

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-274%

Higher net margin than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

9th percentile

-9.7%

Faster asset growth than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,191,564

Down $448,653 (-9.7%) from 2019

Net Assets

$4,191,564

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin3rd percentile

Revenue

Down

$163,899

Down $2,676,256 (-94%) from 2019

Expenses

Down

$612,970

Down $3,544,432 (-85%) from 2019

Net Income

Up

-$449,071

Up $868,176 (+66%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$10M$5.0M$0Assets 2011: $6,491,848Liabilities 2011: $02011Assets 2012: $6,800,074Liabilities 2012: $02012Assets 2013: $7,536,317Liabilities 2013: $02013Assets 2014: $8,053,473Liabilities 2014: $02014Assets 2015: $8,620,015Liabilities 2015: $02015Assets 2019: $4,640,217Liabilities 2019: $02019Assets 2020: $4,191,564Liabilities 2020: $1Net Assets 2020: $4,191,5642020Assets 2021: $3,982,612Liabilities 2021: $1Net Assets 2021: $3,982,6122021Assets 2022: $3,761,463Liabilities 2022: $1Net Assets 2022: $3,761,4632022Assets 2023: $3,468,778Liabilities 2023: $12023Assets 2024: $3,142,522Liabilities 2024: $0Net Assets 2024: $3,142,5222024

Highlighted filing

2020

Assets$4,191,564
Liabilities$1
Net Assets$4,191,564
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $266,656Expenses 2011: $444,843Net Income 2011: -$178,1872011Revenue 2012: $678,904Expenses 2012: $376,585Net Income 2012: $302,3192012Revenue 2013: $1,142,981Expenses 2013: $283,717Net Income 2013: $859,2642013Revenue 2014: $774,918Expenses 2014: $257,311Net Income 2014: $517,6072014Revenue 2015: $873,775Expenses 2015: $308,948Net Income 2015: $564,8272015Revenue 2019: $2,840,155Expenses 2019: $4,157,402Net Income 2019: -$1,317,2472019Revenue 2020: $163,899Expenses 2020: $612,970Net Income 2020: -$449,0712020Revenue 2021: $383,380Expenses 2021: $592,338Net Income 2021: -$208,9582021Revenue 2022: $318,181Expenses 2022: $539,488Net Income 2022: -$221,3072022Revenue 2023: $99,588Expenses 2023: $392,326Net Income 2023: -$292,7382023Revenue 2024: $114,454Expenses 2024: $440,710Net Income 2024: -$326,2562024

Highlighted filing

2020

Revenue$163,899
Expenses$612,970
Net Income-$449,071
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 20, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNICE M STYBERGPresident-$0--
MICHAEL BUDISHVice President-$0--
Karen FantlTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ec Styberg Foundation Inc
EIN
39-1410323
In Care Of
% MICHAEL BUDISH TREASURER
Phone
2626379301
Address
1600 Goold Street, RACINE, WI 53404

Signing Officer

Name
Bernice M Styberg
Title
President
Phone
4142898200
Signed
2021-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton LLP
Address
100 E Wisconsin Ave, Milwaukee, WI 53202
Preparer
Michelle L Weber
Phone
4142898200
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0568000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0568000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt086989
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt086989
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-449071
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03110211
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt076742
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0139154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01758
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01803
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0168
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt020112
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt020112
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014215
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0574178
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024577
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0612970
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0163731
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0163899
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06178
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt024577
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0979021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1133846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt250576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3256984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4158283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5415111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt643524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7150679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8159000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt930951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10109777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1156254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12170181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1348688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1489932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1517024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16130977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1726844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt185817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt087741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-29668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt224409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-26282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-14598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-155682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-8539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8102827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt94034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-17348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1125821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1211621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-2403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1410068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-5305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1614049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-10554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt184166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1963094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt087741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-29668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt224409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-26282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-14598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-155682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-8539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8102827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt94034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-17348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1125821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1211621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-2403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1410068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-5305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1614049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-10554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt184166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01066762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1104178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt274985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3230702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4143685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5259429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt634985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7149970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8261827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt934985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1092429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1182075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12181802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1346285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1511719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16145026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1716290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt189983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BAIRD AGGREGATE BOND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BRANDES INSTL INTL EQUITY I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CLEARBRIDGE LARGE CAP GROWTH I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CREDIT SUISSE HIGH INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GATEWAY FUND Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5JOHN HANCOCK DISCIPLINED VALUE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6JOHN HANCOCK DISCIPLINED VALUE MID CAP I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7JPMORGAN HEDGED EQUITY I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LEGG MASON CLEARBRIDGE LARGE CAP GROWTH IS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9T ROWE PRICE MID CAP GROWTH I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10DELAWARE CAPITAL MGMT SMA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11POLEN CAPITAL MANAGEMENT SMA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12BAIRD AGGREGATE BOND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GATEWAY FUND Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ISHARES S&P 500 VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15JOHN HANCOCK DISCIPLINED VALUE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16SPDR S&P 500 TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17DELAWARE CAPITAL MGMT SMA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18POLEN CAPITAL MANAGEMENT SMA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt076742
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-449071
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0418
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04191564
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04640217
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04191564
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0245964
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0245964
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0245964
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0248747
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02783
IRS990PF/DistributableAmountGrp/TotalTaxAmt02783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09480
IRS990PF/FMVAssetsEOYAmt04832129
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt052545
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt021979
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt021979
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01643481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01100707
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01100692
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02772955
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02992283
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03634492
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt04640217
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt04191564
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt014891
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt016393
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt014764
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0156345
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt060202
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt060202
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04640217
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04191564
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04832129
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,191,564
Liabilities
$1
Net assets
$4,191,564
Revenue
$163,899
Expenses
$612,970
Net income
-$449,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.11$0.44$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$0.10$0.39$0.29
2022Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.32$0.54$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.38$0.59$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.16$0.61$0.45
2019Summary only. Only limited summary data is available for this year.$4.64$0.00$2.84$4.16$1.32
2015Summary only. Only limited summary data is available for this year.$8.62$0.00$0.87$0.31$0.56
2014Summary only. Only limited summary data is available for this year.$8.05$0.00$0.77$0.26$0.52
2013Summary only. Only limited summary data is available for this year.$7.54$0.00$1.14$0.28$0.86
2012Summary only. Only limited summary data is available for this year.$6.80$0.00$0.68$0.38$0.30
2011Summary only. Only limited summary data is available for this year.$6.49$0.00$0.27$0.44$0.18
Peer Organizations

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