Civic Intelligence

Schildberg Foundation

990PF • Fiscal year 2017 • EIN 42-1282794

May 01, 2016 to Apr 30, 2017 • Filed on Aug 08, 2017

Organization Profile
PO Box 358Greenfield, IA 50849

(816) 640-5461

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

47th percentile

1.6%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

87th percentile

66%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,436,576

Up $55,254 (+1.6%) from 2016

Net Assets

Up

$3,436,576

Up $55,254 (+1.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin74th percentile

Revenue

Up

$292,660

Up $116,816 (+66%) from 2016

Expenses

Up

$237,406

Up $10,295 (+4.5%) from 2016

Net Income

Up

$55,254

Up $106,521 (+208%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,645,429Liabilities 2012: $0Net Assets 2012: $3,645,4292012Assets 2013: $3,495,373Liabilities 2013: $0Net Assets 2013: $3,495,3732013Assets 2014: $3,481,448Liabilities 2014: $0Net Assets 2014: $3,481,4482014Assets 2015: $3,432,589Liabilities 2015: $0Net Assets 2015: $3,432,5892015Assets 2016: $3,381,322Liabilities 2016: $0Net Assets 2016: $3,381,3222016Assets 2017: $3,436,576Liabilities 2017: $0Net Assets 2017: $3,436,5762017Assets 2018: $3,356,938Liabilities 2018: $0Net Assets 2018: $3,356,9382018Assets 2019: $3,275,684Liabilities 2019: $0Net Assets 2019: $3,275,6842019Assets 2020: $3,464,881Liabilities 2020: $0Net Assets 2020: $3,464,8812020Assets 2021: $3,254,519Liabilities 2021: $0Net Assets 2021: $3,254,5192021Assets 2022: $3,266,115Liabilities 2022: $0Net Assets 2022: $3,266,1152022Assets 2023: $3,108,041Liabilities 2023: $0Net Assets 2023: $3,108,0412023Assets 2024: $3,526,828Liabilities 2024: $0Net Assets 2024: $3,526,8282024Assets 2025: $3,629,331Liabilities 2025: $0Net Assets 2025: $3,629,3312025

Highlighted filing

2017

Assets$3,436,576
Liabilities$0
Net Assets$3,436,576
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $244,2912012Expenses 2013: $234,7452013Revenue 2014: $216,610Expenses 2014: $230,535Net Income 2014: -$13,9252014Revenue 2015: $199,883Expenses 2015: $248,742Net Income 2015: -$48,8592015Revenue 2016: $175,844Expenses 2016: $227,111Net Income 2016: -$51,2672016Revenue 2017: $292,660Expenses 2017: $237,406Net Income 2017: $55,2542017Revenue 2018: $183,712Expenses 2018: $263,350Net Income 2018: -$79,6382018Revenue 2019: $165,879Expenses 2019: $247,133Net Income 2019: -$81,2542019Revenue 2020: $231,654Expenses 2020: $42,457Net Income 2020: $189,1972020Revenue 2021: $244,640Expenses 2021: $455,002Net Income 2021: -$210,3622021Revenue 2022: $272,700Expenses 2022: $261,104Net Income 2022: $11,5962022Revenue 2023: $134,888Expenses 2023: $292,920Net Income 2023: -$158,0322023Revenue 2024: $690,874Expenses 2024: $272,087Net Income 2024: $418,7872024Revenue 2025: $389,953Expenses 2025: $287,450Net Income 2025: $102,5032025

Highlighted filing

2017

Revenue$292,660
Expenses$237,406
Net Income$55,254
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Aug 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARLENE SCHILDBERGSecretary/Tr-$0--
MARK SCHILDBERGPresident-$0--
KATHY HELLEBUYCKVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Schildberg Foundation
EIN
42-1282794
Phone
8166405461
Address
PO BOX 358, GREENFIELD, IA 50849

Signing Officer

Name
Mark Schildberg
Title
President
Phone
8166405461
Signed
2017-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Hamilton Juffer & Associates Llp
Address
666 GRAND AVE STE 2400, DES MOINES, IA 50309-2506
Preparer
Holly Larson
Phone
5152453737
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04245
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06065
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0183273
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0193000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0193000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt097821
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt097821
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt055254
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01490771
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08527
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08527
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0183273
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0252474
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0218
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03039
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt032287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt032287
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0833
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06054
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0194820
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt037365
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0237406
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0289839
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0292660
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01820
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt037365
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1938391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt018169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1160315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt018169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1160315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0387276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11098706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0183273
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt018169
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt055254
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03436576
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03381322
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03436576
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0194455
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0194455
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0194455
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0199504
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05049
IRS990PF/DistributableAmountGrp/TotalTaxAmt05049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt07300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010121
IRS990PF/FMVAssetsEOYAmt04040450
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01158
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01243
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01243
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0867448
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01093969
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01115111
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02404401
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02314252
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02896984
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03181322
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03236576
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0108315
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt027112
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt027112
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03381322
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03436576
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04040450
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03381322
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03436576
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03381322
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03436576
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04050837
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0145096
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03905741
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt060763
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0199504
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03990074
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04050837
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARLENE SCHILDBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARK SCHILDBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHY HELLEBUYCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01157 GLEN OAKS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1404 NE DODGE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2613 SHORT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WEST DES MOINES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050266
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd150849
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd264098
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0194779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0197304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0186554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0203903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0191765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0197021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0205221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03990074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03926541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04165273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04139685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04037160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03909627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0194820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.244081
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0194820
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0194820
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0194820
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,436,576
Liabilities
$0
Net assets
$3,436,576
Revenue
$292,660
Expenses
$237,406
Net income
$55,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.39$0.29$0.10
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.69$0.27$0.42
2023Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.13$0.29$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.27$0.26$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.24$0.46$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.23$0.04$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.17$0.25$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.18$0.26$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.29$0.24$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.18$0.23$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.20$0.25$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.22$0.23$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.23
2012Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.24