Civic Intelligence

Norman and Ann Hoffman Family Foundation

990PF • Fiscal year 2016 • EIN 45-3080856

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

116 Lake Street WestWaconia, MN 55387

(612) 766-7255

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$1,063

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

97th percentile

152%

Faster asset growth than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1527%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,422,654

Up $1,462,369 (+152%) from 2015

Net Assets

Up

$2,422,654

Up $1,462,369 (+152%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$3,192,775

Up $2,996,565 (+1527%) from 2015

Expenses

Up

$980,452

Up $908,452 (+1262%) from 2015

Net Income

Up

$2,212,323

Up $2,088,113 (+1681%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $650,300Liabilities 2012: $02012Assets 2013: $820,505Liabilities 2013: $0Net Assets 2013: $820,5052013Assets 2014: $836,325Liabilities 2014: $0Net Assets 2014: $836,3252014Assets 2015: $960,285Liabilities 2015: $0Net Assets 2015: $960,2852015Assets 2016: $2,422,654Liabilities 2016: $0Net Assets 2016: $2,422,6542016Assets 2017: $7,317,159Liabilities 2017: $0Net Assets 2017: $7,317,1592017Assets 2018: $6,309,744Liabilities 2018: $0Net Assets 2018: $6,309,7442018Assets 2019: $4,642,297Liabilities 2019: $0Net Assets 2019: $4,642,2972019Assets 2020: $4,877,296Liabilities 2020: $0Net Assets 2020: $4,877,2962020Assets 2021: $4,877,728Liabilities 2021: $0Net Assets 2021: $4,877,7282021Assets 2022: $4,752,840Liabilities 2022: $0Net Assets 2022: $4,752,8402022Assets 2023: $4,188,440Liabilities 2023: $0Net Assets 2023: $4,188,4402023Assets 2024: $4,128,551Liabilities 2024: $0Net Assets 2024: $4,128,5512024

Highlighted filing

2016

Assets$2,422,654
Liabilities$0
Net Assets$2,422,654

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $1,006,061Expenses 2012: $0Net Income 2012: $1,006,0612012Revenue 2013: $184,800Expenses 2013: $14,595Net Income 2013: $170,2052013Revenue 2014: $89,157Expenses 2014: $72,895Net Income 2014: $16,2622014Revenue 2015: $196,210Expenses 2015: $72,000Net Income 2015: $124,2102015Revenue 2016: $3,192,775Expenses 2016: $980,452Net Income 2016: $2,212,3232016Revenue 2017: $5,216,952Expenses 2017: $223,146Net Income 2017: $4,993,8062017Revenue 2018: $217,159Expenses 2018: $1,224,574Net Income 2018: -$1,007,4152018Revenue 2019: $562,079Expenses 2019: $2,250,899Net Income 2019: -$1,688,8202019Revenue 2020: $112,415Expenses 2020: $234,186Net Income 2020: -$121,7712020Revenue 2021: $264,562Expenses 2021: $266,452Net Income 2021: -$1,8902021Revenue 2022: $164,517Expenses 2022: $272,433Net Income 2022: -$107,9162022Revenue 2023: -$218,583Expenses 2023: $325,374Net Income 2023: -$543,9572023Revenue 2024: $238,970Expenses 2024: $286,009Net Income 2024: -$47,0392024

Highlighted filing

2016

Revenue$3,192,775
Expenses$980,452
Net Income$2,212,323
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD R STORMSDirector/VP/Treasurer-$1,063-$1,063
NORMAN H HOFFMANDirector/President-$0--
ANNA M HOFFMANDirector/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Norman and Ann Hoffman Foundation
EIN
45-3080856
Phone
6127667255
Address
116 LAKE STREET WEST, WACONIA, MN 55387

Signing Officer

Name
Norman Hoffman
Title
Director/president
Phone
6127667255
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
801 NICOLLET MALL SUITE 1100, MINNEAPOLIS, MN 55402
Preparer
Todd a Jackson
Phone
6123324300
Raw XML AppendixShowing 400 of 618 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.

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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06337
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0225630
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0225630
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0151457
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01063
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01063
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0956000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0956000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02967145
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt067836
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt067836
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02212323
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0977510
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06337
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06337
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0151457
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0207516
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014364
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014389
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0960838
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018114
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0980452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0225630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03192775
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04838
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018114
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0826053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0150531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0150531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0976584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0151457
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02212323
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0766131
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt016177
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03188785
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0960285
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02422654
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0142029
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0142029
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0142029
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0144104
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02075
IRS990PF/DistributableAmountGrp/TotalTaxAmt02075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01252
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0826
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01252
IRS990PF/FMVAssetsEOYAmt03389995
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0-355761
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0-355761
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01474
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt024389
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt024389
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0940696
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02378109
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03345450
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01316046
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02778415
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018115
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020156
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020156
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0960285
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02422654
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03389995
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0960285
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02422654
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0960285
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02422654
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02925971
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03864
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02882107
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt043890
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt040000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0144104
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02882081
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02925971
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21063
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/PersonNm0NORMAN H HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANNA M HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GERALD R STORMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR/VP/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0116 LAKE STREET WEST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1116 LAKE STREET WEST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2116 LAKE STREET WEST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WACONIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WACONIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WACONIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd155387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd255387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt061195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt063270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt062358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt059597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt09518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.021233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.008506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000000

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.24$0.29$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.22$0.33$0.54
2022Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.16$0.27$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.26$0.27$0.00
2020Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.11$0.23$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.56$2.25$1.69
2018Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.22$1.22$1.01
2017Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$5.22$0.22$4.99
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$3.19$0.98$2.21
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.20$0.07$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.09$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.18$0.01$0.17
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$1.01$0.00$1.01