Civic Intelligence

Thomas & Katharine Stoner Foundation

990PF • Fiscal year 2017 • EIN 42-1263576

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization Profile
105 Annapolis StreetAnnapolis, MD 21401

(410) 268-1376

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

11th percentile

-38%

Higher net margin than 11% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$54,069

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

7th percentile

-16%

Faster asset growth than 7% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

196%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,806,947

Down $706,672 (-16%) from 2016

Net Assets

Down

$3,797,374

Down $708,289 (-16%) from 2016

Liabilities

Up

$9,573

Up $1,617 (+20%) from 2016

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin11th percentile

Revenue

Up

$1,063,112

Up $704,337 (+196%) from 2016

Expenses

Down

$1,471,056

Down $809,532 (-35%) from 2016

Net Income

Up

-$407,944

Up $1,513,869 (+79%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$30M$20M$10M$0Assets 2011: $8,337,077Liabilities 2011: $02011Assets 2012: $8,269,467Liabilities 2012: $852012Assets 2013: $8,150,647Liabilities 2013: $6,6162013Assets 2014: $6,938,268Liabilities 2014: $0Net Assets 2014: $6,938,2682014Assets 2015: $6,383,800Liabilities 2015: $4,562Net Assets 2015: $6,379,2382015Assets 2016: $4,513,619Liabilities 2016: $7,956Net Assets 2016: $4,505,6632016Assets 2017: $3,806,947Liabilities 2017: $9,573Net Assets 2017: $3,797,3742017Assets 2019: $6,319,607Liabilities 2019: $6,197Net Assets 2019: $6,313,4102019Assets 2020: $8,522,355Liabilities 2020: $37,583Net Assets 2020: $8,484,7722020Assets 2021: $10,597,874Liabilities 2021: $25,462Net Assets 2021: $10,572,4122021Assets 2022: $9,186,107Liabilities 2022: $35,100Net Assets 2022: $9,151,0072022Assets 2023: $9,686,062Liabilities 2023: $135,087Net Assets 2023: $9,550,9752023Assets 2024: $24,918,380Liabilities 2024: $121,578Net Assets 2024: $24,796,8022024

Highlighted filing

2017

Assets$3,806,947
Liabilities$9,573
Net Assets$3,797,374
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,304,638Expenses 2011: $1,703,646Net Income 2011: -$399,0082011Revenue 2012: $1,708,023Expenses 2012: $2,026,328Net Income 2012: -$318,3052012Revenue 2013: $1,853,882Expenses 2013: $1,759,871Net Income 2013: $94,0112013Revenue 2014: $944,903Expenses 2014: $2,270,836Net Income 2014: -$1,325,9332014Revenue 2015: $1,293,576Expenses 2015: $1,597,970Net Income 2015: -$304,3942015Revenue 2016: $358,775Expenses 2016: $2,280,588Net Income 2016: -$1,921,8132016Revenue 2017: $1,063,112Expenses 2017: $1,471,056Net Income 2017: -$407,9442017Revenue 2019: $2,511,718Expenses 2019: $693,728Net Income 2019: $1,817,9902019Revenue 2020: $2,707,851Expenses 2020: $940,309Net Income 2020: $1,767,5422020Revenue 2021: $2,689,034Expenses 2021: $1,259,677Net Income 2021: $1,429,3572021Revenue 2022: $1,658,857Expenses 2022: $1,713,593Net Income 2022: -$54,7362022Revenue 2023: $1,772,267Expenses 2023: $2,169,256Net Income 2023: -$396,9892023Revenue 2024: $17,324,992Expenses 2024: $2,531,985Net Income 2024: $14,793,0072024

Highlighted filing

2017

Revenue$1,063,112
Expenses$1,471,056
Net Income-$407,944
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin RobertsonExecutive DirectorFT$54,069-$54,069
Thomas H StonerPresidentPT$0--
Katharine E StonerVice PresidentPT$0--
Alden StonerDirector-$0--
Chuck FosterDirector-$0--
Edward DunnDirector-$0--
Filing and Contact Details

Filer

Filer Name
Thomas & Katharine Stoner Foundation
EIN
42-1263576
Phone
4102681376
Address
105 Annapolis Street, Annapolis, MD 21401

Signing Officer

Name
Erin Robertson
Title
Executive Director
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Kupstas & Kupstas LLC
Address
1833-F Forest Drive, Annapolis, MD 21401
Preparer
Thomas F Kupstas
Phone
4102685808
Raw XML AppendixShowing 400 of 898 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt026233
AccountingFeesSchedule/AccountingFeesDetail/Amt13318
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Kupstas & Kupstas
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Professional Fees -K1
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt13318
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02005-03-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12005-01-04
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22005-01-27
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32004-10-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42005-04-04
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52005-05-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62005-06-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72017-07-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82017-12-12
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0256257
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt117850
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt210783
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt32167
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt421971
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt52083
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt622164
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt7521
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt860218
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt06023
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1420
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2253
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt351
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt4516
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt549
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt6521
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt752
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt8129
DepreciationSchedule/DepreciationPropertyGrp/LifeRt039.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt139.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt239.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt339.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt439.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt539.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt639.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt75.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt839.0000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt077209
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt15496
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt23289
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3686
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt46616
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5619
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt66532
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Office Construction
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Office Design
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Murals, Prints & Fountain
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Wallcoverings
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Office Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5Art Design
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6Office Construction
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7Computer Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8Office Renovations
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Federated A R Ms Fd #96
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0200000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0199380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt025000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1100018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt225254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt325036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt425295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt524704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6405933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt025738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1118932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt227217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt331559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt424035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt530640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6414721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0680 Ball Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1600 Berkshire Hathaway
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2850 Blackstone Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3280 Edwards Life Science
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4115 Public Storage Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5500 Smith A O Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Artisan Int'l Value Advisor
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01437279
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01429390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt118960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt550000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt772661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt923519
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1048088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1144173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1439254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1731323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt183822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1985714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2087500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BIA Investors - Trident Capital
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BIA Venture Partners - Baker Comm
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BIA Venture Partners - Intersouth
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BIA Investors Lp Accel VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Brown IA Robinson Crossing
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Brenton Communities Fund VI Mel Ray LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Silver Lake Partners II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Symphony Capital Venture Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Stone Arch Capital
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Northstar Mezzanine Partners IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Hlm Venture Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Brown Advisory Venture Growth Prtrs 2006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12Brenton Communities Fd VII Country Lv
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13Brenton Communities Fd VIII Blair
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Point 406 Ventures I Lp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15Five Corners Partners LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16Fsp 303 East Wacker Drive Corp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17Bain Capital X
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18Golub Capital Mezzanine Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19Brenton Communities Fd II Boone, La, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20Susa Ventures, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt320501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4564706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt550000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt619136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt720227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt923519
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1020615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1153190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1480991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15505781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1733550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt189831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1985714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20188342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt013841
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0632611
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/BusinessCd0511130
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/UnrelatedBusinessTaxblIncmAmt0-7840
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02382
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/RelatedOrExemptFunctionIncmAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/RelatedOrExemptFunctionIncmAmt015977
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1's Ord Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1K-1's other income
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0664819
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-7840
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0656979
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03318
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt029551
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt032530
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0632611
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt027035
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt054069
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0331982
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0437478
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0406133
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt07863
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt08014
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt013841
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt013841
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013841
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-407944
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt0-7840
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt0-7840
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt015985
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt015985
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt015985
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt023
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01664833
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02382
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02382
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02382
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03143
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03143
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0632611
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0619806
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt015985
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt08162
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt047651
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt063535
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0132080
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0212943
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt057660
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt016827
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0331685
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05955
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0212988
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt030765
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0291988
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt04408
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt07346
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt012192
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt032530
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0829139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt050968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01471056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0670774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01063112
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0497157
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt050968
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01033578
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62008-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92011-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0275000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1612182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt230783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt318425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt430567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt524122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt641143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt017261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2338777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt469138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt539823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt612456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt749616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt891902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt017261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2338777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt469138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt539823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt612456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt749616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt891902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0275000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1629443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3338777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt599921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt658248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt743023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt873738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9133045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0US Bank Summary
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1US Bank Summary
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2K-1 passthrough entities short term gain
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3K-1 passthrough entities section 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5AbbVie Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ADP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Best Buy Co Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Healthcare Svcs Group Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Microsoft Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0632611
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt08162
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-407944
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0318706
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt018361
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04116080
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04505663
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03797374
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0226778
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0226778
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0226778
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0239174
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012396
IRS990PF/DistributableAmountGrp/TotalTaxAmt012396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08033
IRS990PF/FMVAssetsEOYAmt04810918
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt07956
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt09573
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0110654
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0136257
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0136257
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0199380
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0631240
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0672842
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt034013
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt094571
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0232828
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt060558
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt060558
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0100978
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt050975
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt050975
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0991154
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0866298
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01837176
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt010089
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt09727
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt09727
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0960398
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0414613
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0414613
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04513619
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03806947
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04810918
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07956
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt09573
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04513619
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03806947
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04505663
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03797374
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt04505663
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03797374
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02107518
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01437279
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01429390
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04856323
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0603356
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04192409
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt072845
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt060558
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0239174
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04783478
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04856323
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt110.00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,806,947
Liabilities
$9,573
Net assets
$3,797,374
Revenue
$1,063,112
Expenses
$1,471,056
Net income
-$407,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.9$0.12$24.8$17.3$2.53$14.8
2023Detailed filing. Detailed filing data is available for this year.$9.69$0.14$9.55$1.77$2.17$0.40
2022Detailed filing. Detailed filing data is available for this year.$9.19$0.04$9.15$1.66$1.71$0.05
2021Detailed filing. Detailed filing data is available for this year.$10.6$0.03$10.6$2.69$1.26$1.43
2020Detailed filing. Detailed filing data is available for this year.$8.52$0.04$8.48$2.71$0.94$1.77
2019Detailed filing. Detailed filing data is available for this year.$6.32$0.01$6.31$2.51$0.69$1.82
2017Detailed filing. Detailed filing data is available for this year.$3.81$0.01$3.80$1.06$1.47$0.41
2016Detailed filing. Detailed filing data is available for this year.$4.51$0.01$4.51$0.36$2.28$1.92
2015Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$1.29$1.60$0.30
2014Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.94$2.27$1.33
2013Summary only. Only limited summary data is available for this year.$8.15$0.01$1.85$1.76$0.09
2012Summary only. Only limited summary data is available for this year.$8.27$0.00$1.71$2.03$0.32
2011Summary only. Only limited summary data is available for this year.$8.34$0.00$1.30$1.70$0.40
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $1M-$5M nonprofits