Civic Intelligence

Funeral Service Foundation Inc.

990 • Fiscal year 2019 • EIN 39-1831612

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 14, 2020

13625 Bishops DrBrookfield, WI 53005-6607

(877) 402-5900

Siviq Scores

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

Liabilities / Assets

24th percentile

0.04x

Higher debt load relative to assets than 24% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.14x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

15th percentile

$60,757

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

86th percentile

23%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

237%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$10,041,887

Up $1,902,742 (+23%) from 2018

Net Assets

Up

$9,661,547

Up $1,617,176 (+20%) from 2018

Liabilities

Up

$380,340

Up $285,566 (+301%) from 2018

Revenue

Up

$2,649,031

Up $1,863,083 (+237%) from 2018

Expenses

Down

$777,766

Down $6,321 (-0.8%) from 2018

Net Income

Up

$1,871,265

Up $1,869,404 (+100452%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $5,706,889Liabilities 2010: $17,303Net Assets 2010: $5,689,5862010Assets 2011: $5,878,139Liabilities 2011: $95,667Net Assets 2011: $5,782,4722011Assets 2012: $6,386,148Liabilities 2012: $46,564Net Assets 2012: $6,339,5842012Assets 2013: $6,841,341Liabilities 2013: $40,117Net Assets 2013: $6,801,2242013Assets 2014: $7,479,580Liabilities 2014: $37,278Net Assets 2014: $7,442,3022014Assets 2015: $7,346,974Liabilities 2015: $41,036Net Assets 2015: $7,305,9382015Assets 2016: $7,600,191Liabilities 2016: $32,260Net Assets 2016: $7,567,9312016Assets 2017: $8,463,556Liabilities 2017: $131,462Net Assets 2017: $8,332,0942017Assets 2018: $8,139,145Liabilities 2018: $94,774Net Assets 2018: $8,044,3712018Assets 2019: $10,041,887Liabilities 2019: $380,340Net Assets 2019: $9,661,5472019Assets 2020: $11,235,109Liabilities 2020: $431,311Net Assets 2020: $10,803,7982020Assets 2021: $12,194,327Liabilities 2021: $472,719Net Assets 2021: $11,721,6082021Assets 2022: $10,479,280Liabilities 2022: $345,605Net Assets 2022: $10,133,6752022Assets 2023: $11,940,325Liabilities 2023: $445,568Net Assets 2023: $11,494,7572023Assets 2024: $13,154,492Liabilities 2024: $428,731Net Assets 2024: $12,725,7612024

Highlighted filing

2019

Assets$10,041,887
Liabilities$380,340
Net Assets$9,661,547

Operations Trend

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

$3.0M$2.0M$1.0M$0Expenses 2010: $194,4432010Expenses 2011: $437,8502011Revenue 2012: $681,316Expenses 2012: $494,992Net Income 2012: $186,3242012Revenue 2013: $697,653Expenses 2013: $609,148Net Income 2013: $88,5052013Revenue 2014: $1,400,790Expenses 2014: $884,106Net Income 2014: $516,6842014Revenue 2015: $1,213,757Expenses 2015: $1,186,169Net Income 2015: $27,5882015Revenue 2016: $898,958Expenses 2016: $830,165Net Income 2016: $68,7932016Revenue 2017: $840,444Expenses 2017: $612,513Net Income 2017: $227,9312017Revenue 2018: $785,948Expenses 2018: $784,087Net Income 2018: $1,8612018Revenue 2019: $2,649,031Expenses 2019: $777,766Net Income 2019: $1,871,2652019Revenue 2020: $2,090,092Expenses 2020: $1,421,963Net Income 2020: $668,1292020Revenue 2021: $2,150,777Expenses 2021: $1,330,373Net Income 2021: $820,4042021Revenue 2022: $1,799,692Expenses 2022: $1,532,418Net Income 2022: $267,2742022Revenue 2023: $1,435,898Expenses 2023: $1,029,003Net Income 2023: $406,8952023Revenue 2024: $2,185,160Expenses 2024: $1,017,312Net Income 2024: $1,167,8482024

Highlighted filing

2019

Revenue$2,649,031
Expenses$777,766
Net Income$1,871,265
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 14, 2020
Return Version
2019v5.1
Gross Receipts
$8,300,206
Mission and Program Overview

Mission

The funeral service foundation's mission is to raise awareness of the importance of funeral service through the development and application of new knowledge that results in more meaningful services for families, friends and their loved ones.

We support funeral services in building meaningful relationships with the families and the communities it serves.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,515,403$9,151,019▲ $1,635,616
Pledges and Grants Receivable$452,396$435,087▼ $17,309
Cash and Non-Interest-Bearing Accounts$138,639$433,977▲ $295,338
Accounts Receivable$23,576$14,208▼ $9,368
Land, Buildings, and Equipment, Net$6,526$4,746▼ $1,780
Prepaid Expenses and Deferred Charges$2,605$2,850▲ $245
Total Assets$8,139,145$10,041,887▲ $1,902,742
Liabilities
Escrow Account Liability$0$215,413▲ $215,413
Accounts Payable and Accrued Expenses$94,774$164,927▲ $70,153
Total Liabilities$94,774$380,340▲ $285,566
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,551,190$8,554,141▲ $1,002,951
Net Assets Without Donor Restrictions$493,181$1,107,406▲ $614,225
Total Net Assets Fund Balance$8,044,371$9,661,547▲ $1,617,176
Total Liabilities and Net Assets / Fund Balance$8,139,145$10,041,887▲ $1,902,742

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,746$61,241$65,987

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,300,761-▲ $983,783$120,620$7,163,924
2018$6,483,231-▼ $144,643$37,827$6,300,761
2017$5,956,161-▲ $622,773$95,703$6,483,231
2016$5,679,665-▲ $342,985$9,650$5,956,161
2015$5,903,448$2,629▲ $15,591-$5,679,665
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Lee WienschExecutive DirectorFT$60,757$60,757

Board Members and Trustees

NameTitle
Anthony GuerraChair
Allan ColeChair-elect
Bob ArringtonImmediate Past Chair
Bill WappnerTrustee
Brad SpeaksTrustee
Chris TrainorTrustee
David FalconerTrustee
Joan BillmanTrustee
Kelly MilbergerTrustee
Kim Medici ShelquistTrustee
Mark BuschTrustee
Mark KrauseTrustee
Steve GackenbachTrustee
Steve PhelpsTrustee
Eric TanzbergerSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,218,482
Program Service Revenue
$0
Investment Income
$1,458,496
Other Revenue
$-27,947
All Other Contributions
$1,072,522
Change in Net Assets
$1,871,265

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$30,088Fair Market Value
Other Non Cash Contri Table1$1,085Fair Market Value
Total Noncash Contributions2$31,173-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,680,451
Revenue Not Reported on Financial Statements
$-31,420
Revenue Not Reported on Form 990
$-128,258
Other Revenue Adjustments
$-31,420
Total Revenue per Audited Statements
$2,552,193
Total Revenue per Form 990
$2,649,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$464,322
Grants and Similar Amounts Paid$313,444
Total Fundraising Expense$63,818
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$192,711$59,479$252,190
Grants to Domestic Orgs$221,572--$221,572
Grants to Domestic Individuals$91,872--$91,872
Conferences and Meetings-$64,510$541$65,051
Fees for Service Investment Mgmnt Fees-$44,608-$44,608
Office Expenses-$25,323$1,173$26,496
Fees for Services Management-$19,299-$19,299
Occupancy-$11,961$1,215$13,176
Other Expenses-$11,928$265$12,193
Advertising-$10,943-$10,943
Insurance-$7,201$731$7,932
Depreciation Depletion-$4,082$414$4,496
Fees for Services Accounting-$4,000-$4,000
Travel-$3,938-$3,938
Total Functional Expenses$313,444$400,504$63,818$777,766

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$921,892
Total Expenses per Form 990$777,766
Expenses per Audited Statements$733,158
Expenses Not Reported on Form 990$188,734
Expenses Not Reported on Financial Statements$44,608
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Alliance for Grieving ChildrenLubbock, TX501(c)(3)General Support$50,000
National Funeral Directors Association of the United States IncBrookfield, WI501(c)(6)Mentors Program$40,665
Pediatric Palliative Care CoalitionPittsburgh, PA501(c)(3)General Support$25,000
SamaritansBoston, MA501(c)(3)General Support$18,750
Hospice Foundation of AmericaWashington, DC501(c)(3)General Support$16,625
Tragedy Assistance Program for SurvivorsArlington, VA501(c)(3)General Support$12,800
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$31,420
Fundraising Gross Income$2,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fsf Golf Classic$145,585$2,700$2,014$686
Total Events$145,585$2,700$31,420$-28,720
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
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
Yes
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 B, Line 11B

The prepared form 990 is reviewed and approved by the members of the governing body before the return is filed with the irs.

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

The foundation's conflict of interest statement covers any duality of interest or possible conflict of interest on the part of any trustee, officer, administrative staff member, volunteer, or any employee associated with the foundation. Any individual having a duality of interest or a possible conflict of interest on any matter shall not vote or use his/her personal influence on the matter and he/she shall not be counted in determining the quorum for voting on any such transactions. Other procedures designed to ensure disclosure may be developed by the trustees from time to time and carried out. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the interest and be given the opportunity to disclose all material facts to the trustees and members of committees with governing body delegated powers. The governing body or a designated committee conducts periodic reviews to ensure the foundation does not engage in activities that could jeopardize its tax-exempt status.

Form 990, Part VI, Section B, Line 15A

The national funeral director association's chief executive officer annually determines the executive director's compensation. Comparability data including association salary guides and the examination of compensation paid to other executive directors by similar-sized foundations is used in determining the executive director's compensation.

Form 990, Part VI, Section C, Line 19

The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. These documents can be inspected at the foundation's office during normal business hours at no cost. Copies of these documents can also be obtained for a nominal fee.

Filing and Contact Details

Filer

Filer Name
Funeral Service Foundation Inc
EIN
39-1831612
Phone
8774025900
Address
13625 BISHOPS DR, BROOKFIELD, WI 53005-6607

Signing Officer

Name
Eric Tanzberger
Title
Secretary-treasurer
Phone
8774025900
Signed
2020-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Tanzberger
Formed
1994
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Jenny Tarkowski CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Recruiting services: program service expenses 0. Management and general expenses 30,953. Fundraising expenses 0. Total expenses 30,953. Employee leasing services: program service expenses 0. Management and general expenses 153,058. Fundraising expenses 29,754. Total expenses 182,812. Other professional fees: program service expenses 0. Management and general expenses 8,700. Fundraising expenses 29,725. Total expenses 38,425.

FORM 990, PART XI, LINE 9:

Write off of promises to give -13,125.

Financial Statement Notes

PART IV, LINE 2B:

Funeral services foundation, inc. Holds and manages funds in their investment portfolio for the heritage club.

PART V, LINE 4:

The endowment is for permanent funding for the funeral service foundation's programs, services, and grants.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Investment management fees reported on form 990, part ix, line 11f -44,608.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct expenses reported on form 990, part viii, line 8b -31,420.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct expenses reported on form 990, part viii, line 8b 31,420.

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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/TitleTxt0CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05619755
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE SUPPORT FUNERAL SERVICES IN BUILDING MEANINGFUL RELATIONSHIPS WITH THE FAMILIES AND THE COMMUNITIES IT SERVES.
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IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08044371
IRS990/NetAssetsOrFundBalancesEOYAmt09661547
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01265070
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01265070
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-28720
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-28720
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-240964
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0493181
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01107406
IRS990/NoncashContributionsAmt031173
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01215
IRS990/OccupancyGrp/ManagementAndGeneralAmt011961
IRS990/OccupancyGrp/TotalAmt013176
IRS990/OfficeExpensesGrp/FundraisingAmt01173
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025323
IRS990/OfficeExpensesGrp/TotalAmt026496
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-13125
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0265
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011928
IRS990/OtherExpensesGrp/TotalAmt012193
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0773
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0773
IRS990/OtherRevenueTotalAmt0773
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0452396
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0435087
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02605
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02850
IRS990/PrincipalOfficerNm0ERIC TANZBERGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FUNERAL SERVICE FOUNDATION'S SCHOLARSHIP PROGRAMS PROVIDE SCHOLARSHIPS TO MORTUARY SCIENCE SCHOOL STUDENTS AND FUNERAL SERVICE PROFESSIONALS. IN 2019, THE FUNERAL SERVICE FOUNDATION AWARDED $91,872 IN SCHOLARSHIPS TO 126 INDIVIDUALS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt091872
IRS990/ProgSrvcAccomActy2Grp/GrantAmt091872
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0602165
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0349493
IRS990/PYInvestmentIncomeAmt0192970
IRS990/PYOtherExpensesAmt0434594
IRS990/PYOtherRevenueAmt0-9187
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01861
IRS990/PYSalariesCompEmpBnftPaidAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0785948
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01871265
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt03075
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01218482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0602165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0595824
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0652173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0996284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04064928
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0259805
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0223930
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0229909
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0222180
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01129250
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt03473
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt024113
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt030033
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt021957
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt079576
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0193426
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0259805
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0223930
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0229909
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0222180
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IRS990ScheduleA/InvestmentIncomeCYPct00.21410
IRS990ScheduleA/InvestmentIncomePYPct00.22280
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78590
IRS990ScheduleA/PublicSupportPY509Pct00.77720
IRS990ScheduleA/PublicSupportTotal509Amt04144504
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01221955
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0682206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01018241
IRS990ScheduleA/Total509Grp/TotalAmt04144504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01415381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0861970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0843867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0912115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01240421
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05273754
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/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06300761
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07163924
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0983783
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0120620
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06483231
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06300761
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-144643
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt037827
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05956161
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06483231

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.2$0.43$12.7$2.19$1.02$1.17
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.45$11.5$1.44$1.03$0.41
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.35$10.1$1.80$1.53$0.27
2021Detailed filing. Detailed filing data is available for this year.$12.2$0.47$11.7$2.15$1.33$0.82
2020Detailed filing. Detailed filing data is available for this year.$11.2$0.43$10.8$2.09$1.42$0.67
2019Detailed filing. Detailed filing data is available for this year.$10.0$0.38$9.66$2.65$0.78$1.87
2018Detailed filing. Detailed filing data is available for this year.$8.14$0.09$8.04$0.79$0.78$0.00
2017Detailed filing. Detailed filing data is available for this year.$8.46$0.13$8.33$0.84$0.61$0.23
2016Detailed filing. Detailed filing data is available for this year.$7.60$0.03$7.57$0.90$0.83$0.07
2015Detailed filing. Detailed filing data is available for this year.$7.35$0.04$7.31$1.21$1.19$0.03
2014Detailed filing. Detailed filing data is available for this year.$7.48$0.04$7.44$1.40$0.88$0.52
2013Detailed filing. Detailed filing data is available for this year.$6.84$0.04$6.80$0.70$0.61$0.09
2012Summary only. Only limited summary data is available for this year.$6.39$0.05$6.34$0.68$0.49$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.88$0.10$5.78$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$0.02$5.69$0.19