Civic Intelligence

Siebert Lutheran Foundation Inc.

990PF • Fiscal year 2021 • EIN 39-6050046

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 09, 2022

Organization Profile
P O Box 755Milwaukee, WI 53201

(414) 269-2832

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.10x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

77th percentile

42%

Higher net margin than 77% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$245,496

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

36th percentile

5.7%

Faster asset growth than 36% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$97,193,025

Up $5,214,614 (+5.7%) from 2020

Net Assets

Up

$96,093,276

Up $4,114,865 (+4.5%) from 2020

Liabilities

Up

$1,099,749

Up $1,099,748 (+109974800%) from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin77th percentile

Revenue

Down

$11,548,581

Down $11,332,161 (-50%) from 2020

Expenses

Up

$6,722,773

Up $906,917 (+16%) from 2020

Net Income

Down

$4,825,808

Down $12,239,078 (-72%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$150M$100M$50M$0Assets 2011: $77,909,321Liabilities 2011: $02011Assets 2012: $75,452,641Liabilities 2012: $02012Assets 2013: $73,646,440Liabilities 2013: $02013Assets 2014: $75,243,609Liabilities 2014: $02014Assets 2015: $73,924,271Liabilities 2015: $02015Assets 2019: $74,913,525Liabilities 2019: $02019Assets 2020: $91,978,411Liabilities 2020: $1Net Assets 2020: $91,978,4112020Assets 2021: $97,193,025Liabilities 2021: $1,099,749Net Assets 2021: $96,093,2762021Assets 2022: $93,978,925Liabilities 2022: $1,163,270Net Assets 2022: $92,815,6552022Assets 2023: $118,579,599Liabilities 2023: $686,094Net Assets 2023: $117,893,5052023Assets 2024: $128,553,017Liabilities 2024: $725,191Net Assets 2024: $127,827,8262024

Highlighted filing

2021

Assets$97,193,025
Liabilities$1,099,749
Net Assets$96,093,276
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $5,164,273Expenses 2011: $5,326,436Net Income 2011: -$162,1632011Revenue 2012: $2,215,669Expenses 2012: $4,672,349Net Income 2012: -$2,456,6802012Revenue 2013: $3,191,088Expenses 2013: $4,997,289Net Income 2013: -$1,806,2012013Revenue 2014: $6,795,808Expenses 2014: $5,198,639Net Income 2014: $1,597,1692014Revenue 2015: $4,308,689Expenses 2015: $5,628,027Net Income 2015: -$1,319,3382015Revenue 2019: $5,242,352Expenses 2019: $5,988,355Net Income 2019: -$746,0032019Revenue 2020: $22,880,742Expenses 2020: $5,815,856Net Income 2020: $17,064,8862020Revenue 2021: $11,548,581Expenses 2021: $6,722,773Net Income 2021: $4,825,8082021Revenue 2022: $3,041,455Expenses 2022: $6,319,072Net Income 2022: -$3,277,6172022Revenue 2023: $5,611,210Expenses 2023: $6,592,776Net Income 2023: -$981,5662023Revenue 2024: $12,257,054Expenses 2024: $6,447,974Net Income 2024: $5,809,0802024

Highlighted filing

2021

Revenue$11,548,581
Expenses$6,722,773
Net Income$4,825,808
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLOTTE JOHN-GOMEZPresidentFT$175,111$70,385$245,496
DR JOAN M PRINCEVice Chair - Secretary-$12,000-$12,000
DENI NAUMANNChair-$11,500-$11,500
THOMAS KAMMERAITChair-$11,500-$11,500
JULIE VAN CLEAVETreasurer-$11,500-$11,500
KURTISS KRUEGERTreasurer-$11,500-$11,500
KURT BECHTHOLDDirector-$11,500-$11,500
DAVID RODGERSDirector-$11,500-$11,500
ABIGAIL SCHUMWINGERDirector-$11,500-$11,500
JOHN SELLARSDirector-$11,500-$11,500
DEREK TYUSDirector-$11,500-$11,500
DR EMILY VAN DUNKDirector-$11,500-$11,500
JOHN C ZIMDARS JRDirector-$11,500-$11,500
CATHY JACOBSONDirector-$9,000-$9,000
KNUTE JACOBSONDirector-$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Siebert Lutheran Foundation Inc
EIN
39-6050046
Phone
4142692832
Address
P O BOX 755, MILWAUKEE, WI 53201

Signing Officer

Name
Kurtiss Krueger
Title
Treasurer
Phone
4142692832
Signed
2022-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Paul M Senger CPA
Phone
4144761880
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm444006 SH US ECOLOGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45568 SH REGAL BELOIT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46921 SH MODIVCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47279,237 SH HARDING LOEVNER GLOBAL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48230,061 SH RBC EMERGING MARKETS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491930 WESCO INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm505234 SH CALLAWAY GOLF CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm511,596,369 SH JENNISON INSTL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52704,643 SH INVESCO INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm537957 SH VISTRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm543506 SH COLFAX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551381 SH SPECTRUM BRANDS HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5652,600 SH VANGUARD INSTL INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57577,804 SH MFS INSTL EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58755,675 SH BLACKROCK STRATEGIC INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm594568 SH SUMMIT MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm606284 SH INNOVAGE HLDG CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6110,893 SH EXTREME NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm623558 SH TRIUMPH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631908 SH NUVASIVE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6426,062 SH PAYA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm656881 SH TRONOX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661722 SH QUANTA SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6722,833 SH KINROSS GOLD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681574 SH PJT PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm697680 SH ALKERMES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701369 SH SAREPTA THERAPEUTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71449 SH MOLINA HEALTHCARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm726107 SH ARAMARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7310,874 SH ARRAY TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74673 SH CRACKER BARREL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7511,302 SH EVENTBRITE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm767591 SH UNDER ARMOUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7714,852 SH HUNTINGTON BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm783810 SH QUANTERIX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm792122 SH ENERSYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8010,995 SH FLUOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8113,510 SH ZUORA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm821214 SH UNITED THERAPEUTICS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm837387 SH PRIVIA HEALTH GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84704 SH ULTRAGENYX PHARM
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01601627
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09760092
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt036
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt01164
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ASSISTANCE TO OTHER EXEMPT FOUNDATIONS
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt016568
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt018032
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt011377133
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt016568
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt018032
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011411733
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07054
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt070483
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt075449
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09760092
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0336172
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt059100
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0393997
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04476340
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04750440
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0136848
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt02393
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt015954
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01601627
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01601627
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04825808
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt027395444
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02023
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0357
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02135
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09760092
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010560406
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt047573
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt08055
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt056516
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0275178
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt049089
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0318391
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0244826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt037783
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0329340
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt049978
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0557107
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0434636
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0101454
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt016729
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0123468
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0213000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05497628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0802513
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06722773
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011362919
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt011548581
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01021288
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0802513
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01972333
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt06950
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01417
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt09447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt017635352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09760092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09760092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt027395444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09760092
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04825808
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0710943
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt096804219
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt091978411
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt096093276
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06298142
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06283928
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06298142
IRS990PF/DistributableAmountGrp/IncomeTaxAmt01595
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06432313
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt014214
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0146790
IRS990PF/DistributableAmountGrp/TotalTaxAmt0148385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt063210
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0160000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt050000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0146790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt063210
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0146790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0146790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0210000
IRS990PF/FMVAssetsEOYAmt0134050890
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0132749
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt020541129
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt022083501
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010975209
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt070609853
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0105925346
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0456000
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0321357
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0679970
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0429858
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0358613
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0358613
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt091978411
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt096093276
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05304
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05304

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Filings

Displayed year

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

Open filing
Assets
$97,193,025
Liabilities
$1,099,749
Net assets
$96,093,276
Revenue
$11,548,581
Expenses
$6,722,773
Net income
$4,825,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$129$0.73$128$12.3$6.45$5.81
2023Detailed filing. Detailed filing data is available for this year.$119$0.69$118$5.61$6.59$0.98
2022Detailed filing. Detailed filing data is available for this year.$94.0$1.16$92.8$3.04$6.32$3.28
2021Detailed filing. Detailed filing data is available for this year.$97.2$1.10$96.1$11.5$6.72$4.83
2020Detailed filing. Detailed filing data is available for this year.$92.0$0.00$92.0$22.9$5.82$17.1
2019Summary only. Only limited summary data is available for this year.$74.9$0.00$5.24$5.99$0.75
2015Summary only. Only limited summary data is available for this year.$73.9$0.00$4.31$5.63$1.32
2014Summary only. Only limited summary data is available for this year.$75.2$0.00$6.80$5.20$1.60
2013Summary only. Only limited summary data is available for this year.$73.6$0.00$3.19$5.00$1.81
2012Summary only. Only limited summary data is available for this year.$75.5$0.00$2.22$4.67$2.46
2011Summary only. Only limited summary data is available for this year.$77.9$0.00$5.16$5.33$0.16