Civic Intelligence

The Gerdin Charitable Foundation

990PF • Fiscal year 2020 • EIN 42-1462088

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

Organization Profile
901 North Kansas AvenueNorth Liberty, IA 52317

(319) 626-3600

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

8th percentile

-59%

Higher net margin than 8% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

14th percentile

-3.4%

Faster asset growth than 14% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-15%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$51,132,645

Down $1,781,762 (-3.4%) from 2019

Net Assets

Down

$51,132,645

Down $1,781,762 (-3.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin8th percentile

Revenue

Down

$3,027,814

Down $533,907 (-15%) from 2019

Expenses

Down

$4,809,576

Down $3,115,885 (-39%) from 2019

Net Income

Up

-$1,781,762

Up $2,581,978 (+59%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$80M$60M$40M$20M$0Assets 2011: $61,484,467Liabilities 2011: $0Net Assets 2011: $61,484,4672011Assets 2012: $59,131,576Liabilities 2012: $0Net Assets 2012: $59,131,5762012Assets 2013: $60,036,234Liabilities 2013: $0Net Assets 2013: $60,036,2342013Assets 2014: $58,994,475Liabilities 2014: $0Net Assets 2014: $58,994,4752014Assets 2015: $57,934,134Liabilities 2015: $0Net Assets 2015: $57,934,1342015Assets 2016: $57,409,023Liabilities 2016: $0Net Assets 2016: $57,409,0232016Assets 2017: $57,010,476Liabilities 2017: $0Net Assets 2017: $57,010,4762017Assets 2018: $55,998,586Liabilities 2018: $0Net Assets 2018: $55,998,5862018Assets 2019: $52,914,407Liabilities 2019: $0Net Assets 2019: $52,914,4072019Assets 2020: $51,132,645Liabilities 2020: $0Net Assets 2020: $51,132,6452020Assets 2021: $61,074,610Liabilities 2021: $0Net Assets 2021: $61,074,6102021Assets 2022: $65,078,286Liabilities 2022: $0Net Assets 2022: $65,078,2862022Assets 2023: $68,618,025Liabilities 2023: $0Net Assets 2023: $68,618,0252023Assets 2024: $67,067,234Liabilities 2024: $0Net Assets 2024: $67,067,2342024

Highlighted filing

2020

Assets$51,132,645
Liabilities$0
Net Assets$51,132,645
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $3,112,5192011Expenses 2012: $3,233,9032012Revenue 2013: $4,935,084Expenses 2013: $4,030,426Net Income 2013: $904,6582013Revenue 2014: $3,561,046Expenses 2014: $4,602,805Net Income 2014: -$1,041,7592014Revenue 2015: $3,660,027Expenses 2015: $4,720,368Net Income 2015: -$1,060,3412015Revenue 2016: $3,994,476Expenses 2016: $4,519,587Net Income 2016: -$525,1112016Revenue 2017: $5,024,973Expenses 2017: $5,423,520Net Income 2017: -$398,5472017Revenue 2018: $4,635,765Expenses 2018: $6,485,806Net Income 2018: -$1,850,0412018Revenue 2019: $3,561,721Expenses 2019: $7,925,461Net Income 2019: -$4,363,7402019Revenue 2020: $3,027,814Expenses 2020: $4,809,576Net Income 2020: -$1,781,7622020Revenue 2021: $14,514,227Expenses 2021: $4,510,727Net Income 2021: $10,003,5002021Revenue 2022: $5,597,060Expenses 2022: $1,556,623Net Income 2022: $4,040,4372022Revenue 2023: $7,328,025Expenses 2023: $3,751,168Net Income 2023: $3,576,8572023Revenue 2024: $3,898,859Expenses 2024: $5,446,486Net Income 2024: -$1,547,6272024

Highlighted filing

2020

Revenue$3,027,814
Expenses$4,809,576
Net Income-$1,781,762
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN S GERDINPresident/Sec/Treas-$0--
MICHAEL J GERDINVice President-$0--
JULIE J DURRVice President-$0--
ANGELA K JANSSENVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Gerdin Charitable Foundation
EIN
42-1462088
Phone
3196263600
Address
901 NORTH KANSAS AVENUE, NORTH LIBERTY, IA 52317

Signing Officer

Name
Ann Gerdin
Title
President
Phone
3196263600
Signed
2021-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
201 FIRST STREET SE STE 800, CEDAR RAPIDS, IA 52401-1512
Preparer
Shawna Huls
Phone
3192985333
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74LAMAR ADVERTISING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VITATRIS INC COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0660291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1606336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2684918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3364064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41477656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5787476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt68131602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt77205049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt83082571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9357700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt102764150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112175127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122883116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt133626890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DIMENSIONAL EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DIMENSIONAL EMERGING MARKETS VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DIMENSIONAL INTERNATIONAL SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DIMENSIONAL INTERNATIONAL SMALL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4DIMENSIONAL INTERNATIONAL VALUE III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DIMENSIONAL LARGE CAP INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DIMENSIONAL LARGE CAP VALUE III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DIMENSIONAL US LARGE CO INSTL INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DIMENSIONAL US MICRO CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9DIMENSIONAL US SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DIMENSIONAL SMALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CAPITAL INCOME BUILDER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12INCOME FUND OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FUNDAMENTAL INVESTORS INC CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0840089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1622189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2884705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3489278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41453564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51110452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt614492559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt720974366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt85524953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9699436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt104211785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112650858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123905242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt136198346
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02098254
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0914637
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt014923
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03027814
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03027814
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011325
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011325
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0914637
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04605000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04605000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02036752
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02098254
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1781762
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01836620
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt014923
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt014923
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0914637
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02821191
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt082
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0309
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0134915
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0134915
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010124
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt058027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04616415
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0145121
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04809576
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02966312
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03027814
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011415
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0145121
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0204576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0921983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0377994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1536643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0377994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1536643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01299977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1536643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0914637
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1781762
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt051132645
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt052914407
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt051132645
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04387715
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04387715
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04387715
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04426930
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt039215
IRS990PF/DistributableAmountGrp/TotalTaxAmt039215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt035000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt039215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt039215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt039215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt035000
IRS990PF/FMVAssetsEOYAmt0103885499
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt025037662
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt025037662
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012861657
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012861646
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt036363624
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt035728922
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt034806946
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt064057822
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt027876745
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt026094983
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04323828
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03464053
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03464053
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt052914407
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt051132645

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Filings

Displayed year

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

Open filing
Assets
$51,132,645
Liabilities
$0
Net assets
$51,132,645
Revenue
$3,027,814
Expenses
$4,809,576
Net income
-$1,781,762
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.1$0.00$67.1$3.90$5.45$1.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.6$0.00$68.6$7.33$3.75$3.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.1$0.00$65.1$5.60$1.56$4.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$0.00$61.1$14.5$4.51$10.0
2020Detailed filing. Detailed filing data is available for this year.$51.1$0.00$51.1$3.03$4.81$1.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$0.00$52.9$3.56$7.93$4.36
2018Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$4.64$6.49$1.85
2017Detailed filing. Detailed filing data is available for this year.$57.0$0.00$57.0$5.02$5.42$0.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.4$0.00$57.4$3.99$4.52$0.53
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.9$0.00$57.9$3.66$4.72$1.06
2014Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$3.56$4.60$1.04
2013Detailed filing. Detailed filing data is available for this year.$60.0$0.00$60.0$4.94$4.03$0.90
2012Detailed filing. Detailed filing data is available for this year.$59.1$0.00$59.1$3.23
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.5$0.00$61.5$3.11