Civic Intelligence

Beloit Health System Foundation Inc.

990 • Fiscal year 2021 • EIN 39-1477854

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profilewww.beloithealthsystem.org/foundation
1969 W Hart RoadBeloit, WI 53511

(608) 363-5724

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

12th percentile

0.02x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

98th percentile

$1,268,476

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 42.8% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

37th percentile

5.2%

Faster asset growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

25%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$16,313,409

Up $807,376 (+5.2%) from 2020

Net Assets

Up

$16,265,241

Up $785,972 (+5.1%) from 2020

Liabilities

Up

$48,168

Up $21,404 (+80%) from 2020

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin84th percentile

Revenue

Up

$2,961,768

Up $596,741 (+25%) from 2020

Expenses

Up

$1,622,446

Up $141,262 (+9.5%) from 2020

Net Income

Up

$1,339,322

Up $455,479 (+52%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,595,903Liabilities 2011: $104,705Net Assets 2011: $6,491,1982011Assets 2012: $6,560,815Liabilities 2012: $96,914Net Assets 2012: $6,463,9012012Assets 2013: $8,306,062Liabilities 2013: $50,850Net Assets 2013: $8,255,2122013Assets 2014: $8,238,957Liabilities 2014: $64,078Net Assets 2014: $8,174,8792014Assets 2015: $11,260,119Liabilities 2015: $49,639Net Assets 2015: $11,210,4802015Assets 2016: $13,730,328Liabilities 2016: $75,225Net Assets 2016: $13,655,1032016Assets 2017: $13,344,506Liabilities 2017: $77,377Net Assets 2017: $13,267,1292017Assets 2018: $12,092,331Liabilities 2018: $94,642Net Assets 2018: $11,997,6892018Assets 2019: $14,606,266Liabilities 2019: $122,997Net Assets 2019: $14,483,2692019Assets 2020: $15,506,033Liabilities 2020: $26,764Net Assets 2020: $15,479,2692020Assets 2021: $16,313,409Liabilities 2021: $48,168Net Assets 2021: $16,265,2412021Assets 2022: $13,017,027Liabilities 2022: $93,456Net Assets 2022: $12,923,5712022Assets 2023: $13,632,479Liabilities 2023: $687,177Net Assets 2023: $12,945,3022023Assets 2024: $14,336,262Liabilities 2024: $69,038Net Assets 2024: $14,267,2242024

Highlighted filing

2021

Assets$16,313,409
Liabilities$48,168
Net Assets$16,265,241
Open 2021 Filing

Operations Trend

Revenue Growth66th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $797,9232011Revenue 2012: $707,754Expenses 2012: $818,603Net Income 2012: -$110,8492012Revenue 2013: $2,372,623Expenses 2013: $720,947Net Income 2013: $1,651,6762013Revenue 2014: $1,417,607Expenses 2014: $1,581,296Net Income 2014: -$163,6892014Revenue 2015: $3,729,883Expenses 2015: $736,858Net Income 2015: $2,993,0252015Revenue 2016: $3,994,579Expenses 2016: $3,091,079Net Income 2016: $903,5002016Revenue 2017: $2,579,523Expenses 2017: $3,060,994Net Income 2017: -$481,4712017Revenue 2018: $243,964Expenses 2018: $1,576,822Net Income 2018: -$1,332,8582018Revenue 2019: $5,405,606Expenses 2019: $3,159,777Net Income 2019: $2,245,8292019Revenue 2020: $2,365,027Expenses 2020: $1,481,184Net Income 2020: $883,8432020Revenue 2021: $2,961,768Expenses 2021: $1,622,446Net Income 2021: $1,339,3222021Revenue 2022: $627,826Expenses 2022: $1,894,100Net Income 2022: -$1,266,2742022Revenue 2023: $2,692,692Expenses 2023: $2,670,961Net Income 2023: $21,7312023Revenue 2024: $4,143,332Expenses 2024: $2,821,410Net Income 2024: $1,321,9222024

Highlighted filing

2021

Revenue$2,961,768
Expenses$1,622,446
Net Income$1,339,322
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Gross Receipts
$2,961,768
Mission and Program Overview

Mission

To obtain, manage and distribute contributions and in-kind gifts to support Beloit Health System in its mission to deliver the highest quality medical services and to improve the overall health status of the community.

The mission of Beloit Health System Foundation, Inc. is the development, management and distribution of gifts to assist Beloit Health System in providing excellence in health care for the Stateline area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,816,105$12,075,431▲ $259,326
Savings and Temporary Cash Investments$584,995$1,868,829▲ $1,283,834
Pledges and Grants Receivable$2,367,895$1,603,475▼ $764,420
Land, Buildings, and Equipment, Net-$0-
Total Assets$15,506,033$16,313,409▲ $807,376
Other Assets Total$737,038$765,674▲ $28,636
Liabilities
Accounts Payable and Accrued Expenses$26,764$48,168▲ $21,404
Other Liabilities$0$0→ $0
Total Liabilities$26,764$48,168▲ $21,404
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,034,789$9,799,109▼ $235,680
Net Assets Without Donor Restrictions$5,444,480$6,466,132▲ $1,021,652
Total Net Assets Fund Balance$15,479,269$16,265,241▲ $785,972
Total Liabilities and Net Assets / Fund Balance$15,506,033$16,313,409▲ $807,376

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$6,820,479$30,741▲ $559,215$0$7,407,574
2020$5,994,229$60,438▲ $770,615$0$6,820,479
2019$5,080,278$84,288▲ $835,343$0$5,994,229
2018$5,337,808$20,614▼ $278,144$0$5,080,278
2017$4,592,161$57,992▲ $687,655$0$5,337,808
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Tami ScarpettaExecutive Director / Board Member$102,029$102,029
Doris MulderBoard Member$57,464$57,464

Board Members and Trustees

NameTitle
Dennis ConertonChair
Mark LeachVice Chairman
Dick JohnsonBoard Member
Gary AdamskiBoard Member
John BottorffBoard Member
Kayla K HillerBoard Member
Keith KruseBoard Member
Kim LoerkeBoard Member
Mike MarquetteBoard Member
Nicole KovarikBoard Member
Stephanie KnueppelBoard Member
Timothy McKevettBoard Member
Tom FinleyBoard Member
Brian MarkSecretary
Derek HahnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,848,585
Program Service Revenue
$0
Investment Income
$1,113,183
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$1,339,322

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,961,768
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$2,961,768
Total Revenue per Form 990
$2,961,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,622,446
Total Fundraising Expense$367,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$1,248,995$0$0$1,248,995
All Other Expenses--$205,681$205,681
Fees for Services Other--$90,325$90,325
Advertising--$32,501$32,501
Fees for Service Investment Mgmnt Fees--$30,630$30,630
Office Expenses--$7,441$7,441
Conferences and Meetings--$493$493
Total Functional Expenses$1,248,995$5,951$367,500$1,622,446

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,622,446
Total Expenses per Audited Statements$1,622,446
Total Expenses per Form 990$1,622,446
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2021 Pro-Am Golf Event$193,715$193,715$30,718$162,997
2021 Doves & Diamonds Gala$80,654$80,654$4,039$76,615
Total Events$292,739$292,739$88,604$204,135
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Any business relationships are ordinary and within the normal course of business operations.”

Form 990, Part VI, Section B, Line 11B

“Beloit Health System Foundation's Finance Committee will review a completed Form 990 during a regularly scheduled meeting prior to final submission of the return.”

Form 990, Part VI, Section B, Line 12C

“Board of Directors each sign an Annual Conflict of Interest Statement.”

Form 990, Part VI, Section C, Line 19

“All documents are available on request.”

Filing and Contact Details

Filer

Filer Name
Beloit Health System Foundation Inc
EIN
39-1477854
Phone
6083635724
Address
1969 W Hart Road, Beloit, WI 53511

Signing Officer

Name
Dennis Conerton
Title
Chairman
Phone
6083635724
Signed
2022-05-12

Organization Details

Principal Officer
Dennis Conerton
Formed
1984
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
13
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Wages and Benefits paid by the Beloit Health System $205,681”

Form 990, Part XI, Line 9

“Total amount is derived by the change in value of split-interest agreements for $-553,350.”

Financial Statement Notes

Schedule D, Part V, Line 4

“The Foundation Endowment funds have been established to support various services provided to patients and future capital improvements of Beloit Health System. It's endowment includes both donor-restricted endowment funds and funds designated by the Board of Directors as endowments.”

Schedule D, Part X, Line 2

“The Foundation is a tax-exempt corporation as described in Section 501 (c)(3) of the Internal Revenue Code (the "Code") and is exempt from federal income tax on related income pursuant to Section 201 (a) of the Code. The Foundation is also exempt from state income tax on related income.”

Raw XML AppendixShowing 400 of 770 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0204135
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt01644450
IRS990/GrantAmt01248995
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02961768
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
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IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01113183
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01113183
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011816105
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012075431
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The mission of Beloit Health System Foundation, Inc. is the development, management and distribution of gifts to assist Beloit Health System in providing excellence in health care for the Stateline area.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015479269
IRS990/NetAssetsOrFundBalancesEOYAmt016265241
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05444480
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06466132
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt07441
IRS990/OfficeExpensesGrp/TotalAmt07441
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0737038
IRS990/OtherAssetsTotalGrp/EOYAmt0765674
IRS990/OtherChangesInNetAssetsAmt0-553350
IRS990/OtherExpensesGrp/Desc0Membership and Licenses
IRS990/OtherExpensesGrp/Desc1Life Insurance
IRS990/OtherExpensesGrp/Desc2Distribution to Health System
IRS990/OtherExpensesGrp/FundraisingAmt0429
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15951
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt21248995
IRS990/OtherExpensesGrp/TotalAmt0429
IRS990/OtherExpensesGrp/TotalAmt15951
IRS990/OtherExpensesGrp/TotalAmt21248995
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02367895
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01603475
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Dennis Conerton
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0681181
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01683846
IRS990/PYOtherExpensesAmt01481184
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0883843
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01481184
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02365027
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01339322
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0584995
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01868829
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt01295235
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0793338
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0167770
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt0167436
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt01295235
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0793338
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0205681
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0173010
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0921784
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0452892
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0452892
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0407010
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0407010
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0384958
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0407010
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0407010
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0407010
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt01622446
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt01622446
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0387721
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0794731
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt02010167
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt01215436
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0794731
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0794731
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0373451
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt01248995
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0407010

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,313,409
Liabilities
$48,168
Net assets
$16,265,241
Revenue
$2,961,768
Expenses
$1,622,446
Net income
$1,339,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.07$14.3$4.14$2.82$1.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.69$12.9$2.69$2.67$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.09$12.9$0.63$1.89$1.27
2021Detailed filing. Detailed filing data is available for this year.$16.3$0.05$16.3$2.96$1.62$1.34
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$0.03$15.5$2.37$1.48$0.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.12$14.5$5.41$3.16$2.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.09$12.0$0.24$1.58$1.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.08$13.3$2.58$3.06$0.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.08$13.7$3.99$3.09$0.90
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.05$11.2$3.73$0.74$2.99
2014Summary only. Only limited summary data is available for this year.$8.24$0.06$8.17$1.42$1.58$0.16
2013Detailed filing. Detailed filing data is available for this year.$8.31$0.05$8.26$2.37$0.72$1.65
2012Summary only. Only limited summary data is available for this year.$6.56$0.10$6.46$0.71$0.82$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$0.10$6.49$0.80