Civic Intelligence

Leon H and Clymene M Bond Foundation Inc.

990PF • Fiscal year 2021 • EIN 39-1762087

Jun 01, 2020 to May 31, 2021 • Filed on Oct 04, 2021

Organization Profile
PO Box 299Oconto, WI 54153

(920) 834-5577

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-95%

Higher net margin than 5% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

71st percentile

$84,023

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 36.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

14th percentile

-4.3%

Faster asset growth than 14% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

26%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$4,843,929

Down $219,366 (-4.3%) from 2020

Net Assets

Down

$4,841,545

Down $218,719 (-4.3%) from 2020

Liabilities

Down

$2,384

Down $647 (-21%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin5th percentile

Revenue

Up

$230,784

Up $47,048 (+26%) from 2020

Expenses

Down

$449,503

Down $13,214 (-2.9%) from 2020

Net Income

Up

-$218,719

Up $60,262 (+22%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,214,405Liabilities 2011: $813,604Net Assets 2011: $3,400,8012011Assets 2012: $3,764,799Liabilities 2012: $446,593Net Assets 2012: $3,318,2062012Assets 2013: $3,602,878Liabilities 2013: $441,155Net Assets 2013: $3,161,7232013Assets 2014: $5,867,813Liabilities 2014: $4,475Net Assets 2014: $5,863,3382014Assets 2015: $6,210,891Liabilities 2015: $2,005Net Assets 2015: $6,208,8862015Assets 2016: $5,671,104Liabilities 2016: $2,043Net Assets 2016: $5,669,0612016Assets 2017: $5,876,501Liabilities 2017: $3,340Net Assets 2017: $5,873,1612017Assets 2018: $5,607,044Liabilities 2018: $2,207Net Assets 2018: $5,604,8372018Assets 2020: $5,063,295Liabilities 2020: $3,031Net Assets 2020: $5,060,2642020Assets 2021: $4,843,929Liabilities 2021: $2,384Net Assets 2021: $4,841,5452021Assets 2022: $4,582,970Liabilities 2022: $2,514Net Assets 2022: $4,580,4562022Assets 2023: $4,239,607Liabilities 2023: $2,597Net Assets 2023: $4,237,0102023Assets 2024: $3,908,259Liabilities 2024: $2,644Net Assets 2024: $3,905,6152024Assets 2025: $5,276,931Liabilities 2025: $25,566Net Assets 2025: $5,251,3652025

Highlighted filing

2021

Assets$4,843,929
Liabilities$2,384
Net Assets$4,841,545
Open 2021 Filing

Operations Trend

Revenue Growth60th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $419,0322011Expenses 2012: $431,7072012Revenue 2013: $188,949Expenses 2013: $345,432Net Income 2013: -$156,4832013Revenue 2014: $927,094Expenses 2014: $350,871Net Income 2014: $576,2232014Revenue 2015: $662,428Expenses 2015: $316,880Net Income 2015: $345,5482015Revenue 2016: -$190,426Expenses 2016: $349,399Net Income 2016: -$539,8252016Revenue 2017: $588,978Expenses 2017: $384,878Net Income 2017: $204,1002017Revenue 2018: $233,240Expenses 2018: $501,564Net Income 2018: -$268,3242018Revenue 2020: $183,736Expenses 2020: $462,717Net Income 2020: -$278,9812020Revenue 2021: $230,784Expenses 2021: $449,503Net Income 2021: -$218,7192021Revenue 2022: $208,920Expenses 2022: $470,009Net Income 2022: -$261,0892022Revenue 2023: $114,500Expenses 2023: $457,946Net Income 2023: -$343,4462023Revenue 2024: $261,882Expenses 2024: $593,277Net Income 2024: -$331,3952024Revenue 2025: $1,867,118Expenses 2025: $521,368Net Income 2025: $1,345,7502025

Highlighted filing

2021

Revenue$230,784
Expenses$449,503
Net Income-$218,719
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 4, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER HANNAExecutive Director/SecretaryFT$65,791$18,232$84,023
MARY MCMONAGLEPresident/TreasurerPT$23,300-$23,300
JOHN BOSTEDTVice-President-$2,500-$2,500
CHRIS AUGUSTINEDirector-$2,500-$2,500
RONALD DELAINDirector-$2,500-$2,500
BETH LARSONDirector-$2,500-$2,500
GARY ZIEGELBAUERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Leon H & Clymene M Bond Fdn
EIN
39-1762087
Phone
9208345577
Address
PO BOX 299, OCONTO, WI 54153

Signing Officer

Name
Jennifer Hanna
Title
Executive Director
Phone
9208345577
Signed
2021-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
PO BOX 12237, GREEN BAY, WI 54307-2237
Preparer
Terri Rexrode CPA Mst
Phone
9206620016
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DIGITAL REALTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MERCK & COMPANY INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm603M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ISHARES MSCI USA MIN VOLATILITY FACTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SPDR SERIES TRUST S&P 600 SMALL CAP GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SPDR SERIES TRUST S&P 600 SMALL CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SPDR SERIES TRUST S&P 400 MID CAP GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SPDR SERIES TRUST S&P 400 MID CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SCHWAB U S LARGE CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SCHWAB EMERGING MARKETS EQUITY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VANGUARD TOTAL WORLD STOCK ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VANGUARD S&P 500 INDEX ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VANGUARD MID CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76VANGUARD MID CAP GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77VANGUARD GROWTH ETF
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0149961
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ONEIDA GOLF & RIDING STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt093701
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0135588
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0223
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0272
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0229784
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0229784
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0135588
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt049545
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt049546
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt099091
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0288345
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0288345
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0431
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt093701
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt093701
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-218719
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0710658
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0223
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0223
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0135588
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0143093
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09474
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09474
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0272
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0272
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt022731
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt022731
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt09116
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt09116
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt018232
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02516
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02798
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0361496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt086691
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0449503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0229784
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0230784
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt073151
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt086691
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0161158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0575070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt063173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt172415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt063173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0638243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt172415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0135588
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-218719
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04841545
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05060264
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04841545
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0333536
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0333536
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0333536
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0335525
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01989
IRS990PF/DistributableAmountGrp/TotalTaxAmt01989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07203
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07203
IRS990PF/FMVAssetsEOYAmt07487517

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Filings

Displayed year

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

Open filing
Assets
$4,843,929
Liabilities
$2,384
Net assets
$4,841,545
Revenue
$230,784
Expenses
$449,503
Net income
-$218,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.28$0.03$5.25$1.87$0.52$1.35
2024Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.26$0.59$0.33
2023Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.11$0.46$0.34
2022Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.21$0.47$0.26
2021Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.23$0.45$0.22
2020Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.18$0.46$0.28
2018Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.60$0.23$0.50$0.27
2017Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.87$0.59$0.38$0.20
2016Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.19$0.35$0.54
2015Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.66$0.32$0.35
2014Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.86$0.93$0.35$0.58
2013Detailed filing. Detailed filing data is available for this year.$3.60$0.44$3.16$0.19$0.35$0.16
2012Detailed filing. Detailed filing data is available for this year.$3.76$0.45$3.32$0.43
2011Detailed filing. Detailed filing data is available for this year.$4.21$0.81$3.40$0.42