Civic Intelligence

Iowa West Foundation

990PF • Fiscal year 2020 • EIN 42-1391990

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile

View Organization Page

4201 Rivers Edge Parkway No 400Council Bluffs, IA 51501

(712) 309-3010

Siviq Scores

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

Liabilities / Assets

29th percentile

0.08x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

77th percentile

1.84x

Higher debt load relative to revenue than 77% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

11th percentile

-18%

Higher net margin than 11% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

29th percentile

$359,579

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

58th percentile

9.9%

Faster asset growth than 58% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-57%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$471,775,154

Up $42,310,285 (+9.9%) from 2019

Net Assets

$435,272,369

No earlier filing loaded for comparison.

Liabilities

Up

$36,502,785

Up $1,207,280 (+3.4%) from 2019

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin11th percentile

Revenue

Down

$19,855,547

Down $26,039,519 (-57%) from 2019

Expenses

Down

$23,388,088

Down $1,083,477 (-4.4%) from 2019

Net Income

Down

-$3,532,541

Down $24,956,042 (-116%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$600M$400M$200M$0Assets 2011: $312,836,715Liabilities 2011: $60,008,4542011Assets 2012: $336,793,463Liabilities 2012: $50,053,4692012Assets 2013: $375,014,583Liabilities 2013: $54,017,6372013Assets 2014: $383,348,976Liabilities 2014: $61,118,9432014Assets 2015: $367,643,281Liabilities 2015: $53,636,9922015Assets 2019: $429,464,869Liabilities 2019: $35,295,5052019Assets 2020: $471,775,154Liabilities 2020: $36,502,785Net Assets 2020: $435,272,3692020Assets 2021: $531,828,155Liabilities 2021: $38,565,412Net Assets 2021: $493,262,7432021Assets 2022: $461,641,781Liabilities 2022: $36,171,036Net Assets 2022: $425,470,7452022Assets 2023: $492,648,687Liabilities 2023: $31,987,463Net Assets 2023: $460,661,2242023Assets 2024: $495,744,138Liabilities 2024: $29,290,564Net Assets 2024: $466,453,5742024

Highlighted filing

2020

Assets$471,775,154
Liabilities$36,502,785
Net Assets$435,272,369
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

$100M$50M$0-$50MRevenue 2011: $23,827,992Expenses 2011: $13,880,493Net Income 2011: $9,947,4992011Revenue 2012: $29,035,821Expenses 2012: $19,857,094Net Income 2012: $9,178,7272012Revenue 2013: $31,292,102Expenses 2013: $23,899,809Net Income 2013: $7,392,2932013Revenue 2014: $26,295,670Expenses 2014: $26,390,763Net Income 2014: -$95,0932014Revenue 2015: $24,326,179Expenses 2015: $17,852,012Net Income 2015: $6,474,1672015Revenue 2019: $45,895,066Expenses 2019: $24,471,565Net Income 2019: $21,423,5012019Revenue 2020: $19,855,547Expenses 2020: $23,388,088Net Income 2020: -$3,532,5412020Revenue 2021: $56,969,163Expenses 2021: $26,567,438Net Income 2021: $30,401,7252021Revenue 2022: $34,390,946Expenses 2022: $22,787,896Net Income 2022: $11,603,0502022Revenue 2023: $25,911,626Expenses 2023: $23,185,583Net Income 2023: $2,726,0432023Revenue 2024: $87,802,495Expenses 2024: $35,326,852Net Income 2024: $52,475,6432024

Highlighted filing

2020

Revenue$19,855,547
Expenses$23,388,088
Net Income-$3,532,541
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
F PETER TULIPANAPresident & CEOFT$304,729$54,850$359,579
BRENDA MAINWARINGPresident & CEOFT$76,615$4,541$81,156
MATT GRONSTALChairman-$0--
TARA SLEVINVice Chairman-$0--
KATE CUTLERSecretary/Treasurer-$0--
RICK CROWLBoard Member-$0--
RON DICKINSONBoard Member-$0--
JASON JAMESBoard Member-$0--
RICK KILLIONBoard Member-$0--
SUSAN MILLERBoard Member-$0--
PHIL REEDBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Iowa West Foundation
EIN
42-1391990
Phone
7123093010
Address
4201 RIVERS EDGE PARKWAY NO 400, COUNCIL BLUFFS, IA 51501

Signing Officer

Name
Brenda Mainwaring
Title
President and CEO
Phone
7123093001
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
90 SOUTH 7TH ST 4200 WELLS FARGO, CTR, MINNEAPOLIS, MN 55402
Preparer
Holly K Moen
Phone
6123055608
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0THERE IS NO DIVERSION OF THE USE OF THE FACILITY FOR NON-CHARITABLE PURPOSES
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0GRANT TO FAST BREAK SPORTS IOWA, LLC (DBA OMAHA SPORTS ACADEMY) (OSA) FOR A $1 PER YEAR LEASE OF A FIELDHOUSE FACILITY CONSTRUCTED AND BUILT BY IOWA WEST FOUNDATION, WITH FUNDING FROM THE CITY OF COUNCIL BLUFFS, TO BE OPERATED BY OSA AS A COMMUNITY RECREATIONAL CENTER IN A CHARITABLE MANNER. THE LEASED PROPERTY CONSISTS OF 66,150 USABLE SQUARE FEET AND ASSOCIATED PARKING AREA. THIS WAS MADE IN COMPLIANCE WITH IOWA WEST FOUNDATION'S COMMITMENT TO THE CITY OF COUNCIL BLUFFS UNDER AN AGREEMENT FOR PRIVATE DEVELOPMENT TO DEVELOP A DECLINING AREA IN THE CITY KNOWN AS THE MID-AMERICA CENTER. THE GRANT OF NOMINAL RENT UNDER THE SPORTS LEASE AND OPERATING AGREEMENT, EXECUTED IN JANUARY, 2017, ALONG WITH A SUPPLEMENTAL COMPLIANCE AGREEMENT, WAS MADE, WITH APPROVAL OF THE CITY, TO REQUIRE OSA TO OPERATE THE FACILITY IN A NONDISCRIMINATORY, NONCOMMERCIAL MANNER FOR THE BENEFIT OF THE PUBLIC, AND IN COMPLIANCE WITH IWF'S EXPENDITURE RESPONSIBILITIES.
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0INTERNAL REVENUE CODE SECTIONS (IRC) 4943 STATES THAT THE PERMITTED HOLDINGS OF ANY PRIVATE FOUNDATION IN AN INCORPORATED BUSINESS ENTERPRISE IS 20 PERCENT OF THE VOTING STOCK, REDUCE BY THE PERCENTAGE OF THE VOTING STOCK OWNED BY ALL DISQUALIFIED PERSONS. IN ADDITION, A BUSINESS WHICH DERIVES MORE THAN 95 PERCENT OF ITS GROSS INCOME FROM PASSIVE SOURCES WILL NOT CONSTITUTE A BUSINESS ENTERPRISE WITHIN THE MEANING OF IRC 4943, AND A FOUNDATION'S INVESTMENTS IN SUCH AN ENTITY WILL NOT CONSTITUTE AN IRC 4943 BUSINESS HOLDING. IOWA WEST FOUNDATION HOLDS VARIOUS OWNERSHIP IN INCORPORATED BUSINESS ENTERPRISES; HOWEVER, EACH HOLDING MEETS THE ABOVE DISCUSSED EXCEPTIONS RELATING TO EXCESS BUSINESS HOLDINGS.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SBGI $31.85 SINCLAIR BROADCAST GROUP INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SPXC $54.54 SPX CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SHO $11.33 SUNSTONE HOTEL INVS INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SWCH $16.37 SWITCH INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TGNA $13.95 TEGNA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TSEM $25.82 TOWER SEMICONDUCTOR LTD SHS NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51TRN $26.39 TRINITY INDS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNF $211.69 UNIFIRST CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UNVR $19.01 UNIVAR SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WBT $13.20 WELBILT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55UNF $211.69 UNIFIRST CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56CCMP $151.30 CMC MATERIALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57TGNA $13.95 TEGNA INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt012385190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111366945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21519308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3303756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41647325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5521890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt621771138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt736493207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt88914128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9472856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1012125445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112605472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt124947983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1384491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14360689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt152313536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt161139725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt172015701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt182137462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt199828607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20429179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21643982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt221138547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23712322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt245024739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25943333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2618312314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2713454453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt287479313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt295963218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt303134789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt316788692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt326433254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3312893532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3429964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35360546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3613009921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JPMORGAN CORE BOND TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ACADIAN INTERNATIONAL SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2COMMONFUND INTERNATIONAL PRIVATE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CROWN GLOBAL SECONDARIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4EUROPEAN STRATEGIC PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GOLDMAN SACHS VINTAGE IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MERCER NON-US EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MERCER PIP IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8MERCER PIP V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9METROPOLITAN REAL ESTATE VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10MONDRIAN EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11MONTAUK TRIGUARD VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12NB CROSSROADS XX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13NEWLIN ENERGY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14NEWLIN ENERGY FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15NORTHGATE IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16PARK STREET NATURAL RESOURCES III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17PARK STREET NATURAL RESOURCES V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18PARK STREET PRIVATE EQUITY VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19PARK STREET PRIVATE EQUITY XI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20PORTFOLIO ADVISORS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21PORTFOLIO ADVISORS IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22PORTFOLIO ADVISORS V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23PORTFOLIO ADVISORS VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24PORTFOLIO ADVISORS VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25Q-BLK REAL ASSETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26SANDS CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27STATE STREET GLOBAL (TIPS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28ANCHORAGE CAPITAL PARTNERS OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29ATALAN OFFSHORE FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30CANYON VALUE REALIZATION FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31DAVIDSON KEMPNER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32DIAMETER OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33ELLIOTT INTERNATIONAL LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34SHEPHERD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35VALINOR CAPITAL PARTNERS OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36VIKING GLOBAL EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt012385190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111366945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21519308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3303756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41647325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5521890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt621771138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt736493207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt88914128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9472856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1012125445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112605472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124947983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1384491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14360689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt152313536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt161139725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt172015701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt182137462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt199828607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20429179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21643982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt221138547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23712322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt245024739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25943333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2618312314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2713454453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt287479313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt295963218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt303134789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt316788692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt326433254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3312893532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3429964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35360546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3613009921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04770114
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01643369
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/BusinessCd0531310
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/UnrelatedBusinessTaxblIncmAmt0-2454
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0483536
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SALE OF HEDGE FUNDS & OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2HOTEL FEES & TAX
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3FIELD HOUSE - PROGRAM REVENUE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02048
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt15901264
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2195968
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3299773
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd118
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd218
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd318
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-25885
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt013296072
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-28339
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt013267733
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt088857
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt088857
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0177714
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03842611
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0333488
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt017552
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0351040
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt011972319
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt014645757
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt06587814
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01830001
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04770114
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04770114
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3532541
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0481082
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0481082
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt017608240
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt0732012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,775,154
Liabilities
$36,502,785
Net assets
$435,272,369
Revenue
$19,855,547
Expenses
$23,388,088
Net income
-$3,532,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$496$29.3$466$87.8$35.3$52.5
2023Detailed filing. Detailed filing data is available for this year.$493$32.0$461$25.9$23.2$2.73
2022Detailed filing. Detailed filing data is available for this year.$462$36.2$425$34.4$22.8$11.6
2021Detailed filing. Detailed filing data is available for this year.$532$38.6$493$57.0$26.6$30.4
2020Detailed filing. Detailed filing data is available for this year.$472$36.5$435$19.9$23.4$3.53
2019Summary only. Only limited summary data is available for this year.$429$35.3$45.9$24.5$21.4
2015Summary only. Only limited summary data is available for this year.$368$53.6$24.3$17.9$6.47
2014Summary only. Only limited summary data is available for this year.$383$61.1$26.3$26.4$0.10
2013Summary only. Only limited summary data is available for this year.$375$54.0$31.3$23.9$7.39
2012Summary only. Only limited summary data is available for this year.$337$50.1$29.0$19.9$9.18
2011Summary only. Only limited summary data is available for this year.$313$60.0$23.8$13.9$9.95