Civic Intelligence

Sorenson Legacy Foundation

990PF • Fiscal year 2020 • EIN 45-3240491

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
6900 South 900 East 230 No 230Midvale, UT 84047

(801) 461-9700

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

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

Liabilities / Revenue

11th percentile

0.02x

Higher debt load relative to revenue than 11% of similar nonprofits.

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

Net Margin

48th percentile

4.2%

Higher net margin than 48% of similar nonprofits.

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

Top Officer Pay

10th percentile

$71,000

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

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

Asset Growth

42nd percentile

5.1%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

92nd percentile

47%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$495,708,411

Up $24,157,902 (+5.1%) from 2019

Net Assets

Up

$494,976,822

Up $25,178,815 (+5.4%) from 2019

Liabilities

Down

$731,589

Down $1,020,913 (-58%) from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin48th percentile

Revenue

Up

$38,649,828

Up $12,400,531 (+47%) from 2019

Expenses

Up

$37,017,019

Up $5,189,681 (+16%) from 2019

Net Income

Up

$1,632,809

Up $7,210,850 (+129%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$800M$600M$400M$200M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $792,819,311Liabilities 2012: $140,6522012Assets 2013: $661,392,371Liabilities 2013: $7,886,4952013Assets 2014: $654,587,806Liabilities 2014: $4,371,6542014Assets 2015: $615,162,225Liabilities 2015: $1,858,2272015Assets 2017: $565,643,074Liabilities 2017: $7,672,328Net Assets 2017: $557,970,7462017Assets 2018: $511,485,268Liabilities 2018: $5,220,815Net Assets 2018: $506,264,4532018Assets 2019: $471,550,509Liabilities 2019: $1,752,502Net Assets 2019: $469,798,0072019Assets 2020: $495,708,411Liabilities 2020: $731,589Net Assets 2020: $494,976,8222020Assets 2021: $526,898,066Liabilities 2021: $709,575Net Assets 2021: $526,188,4912021Assets 2022: $441,627,342Liabilities 2022: $349,071Net Assets 2022: $441,278,2712022Assets 2023: $457,366,003Liabilities 2023: $312,132Net Assets 2023: $457,053,8712023Assets 2024: $465,505,478Liabilities 2024: $263,490Net Assets 2024: $465,241,9882024

Highlighted filing

2020

Assets$495,708,411
Liabilities$731,589
Net Assets$494,976,822
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $52,322,592Expenses 2012: $26,485,256Net Income 2012: $25,837,3362012Revenue 2013: $19,191,784Expenses 2013: $33,070,227Net Income 2013: -$13,878,4432013Revenue 2014: $21,031,523Expenses 2014: $35,261,610Net Income 2014: -$14,230,0872014Revenue 2015: $25,722,982Expenses 2015: $35,596,262Net Income 2015: -$9,873,2802015Revenue 2017: $23,129,328Expenses 2017: $30,479,698Net Income 2017: -$7,350,3702017Revenue 2018: $40,625,251Expenses 2018: $33,183,544Net Income 2018: $7,441,7072018Revenue 2019: $26,249,297Expenses 2019: $31,827,338Net Income 2019: -$5,578,0412019Revenue 2020: $38,649,828Expenses 2020: $37,017,019Net Income 2020: $1,632,8092020Revenue 2021: $55,397,576Expenses 2021: $28,051,359Net Income 2021: $27,346,2172021Revenue 2022: $16,004,905Expenses 2022: $28,803,169Net Income 2022: -$12,798,2642022Revenue 2023: $12,184,915Expenses 2023: $32,138,762Net Income 2023: -$19,953,8472023Revenue 2024: $23,522,958Expenses 2024: $36,014,125Net Income 2024: -$12,491,1672024

Highlighted filing

2020

Revenue$38,649,828
Expenses$37,017,019
Net Income$1,632,809
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE HARRISDirector-$71,000-$71,000
THOM WILLIAMSENDirector-$65,750-$65,750
RALPH JOHNSONDirectorPT$65,000-$65,000
GARY CROCKERDirector-$63,000-$63,000
ANN CROCKERDirector-$59,000-$59,000
CHRISTINE HARRISDirector-$56,750-$56,750
CAROL SMITHDirector-$56,750-$56,750
GAIL WILLIAMSENDirector-$56,750-$56,750
SHAUNA JOHNSONDirector-$56,000-$56,000
Filing and Contact Details

Filer

Filer Name
Sorenson Legacy Foundation
EIN
45-3240491
Phone
8014619700
Address
6900 SOUTH 900 EAST 230 NO 230, MIDVALE, UT 84047

Signing Officer

Name
Charles Anderson
Title
Treasurer
Phone
8014619700
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180-1106
Preparer
Michael R Criddle CPA
Phone
8015322200
Raw XML AppendixShowing 400 of 4,482 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm81INTEREST RECEIVABLE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0315183
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1268510
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2405485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3484752
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4281833
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5354076
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6455913
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7334738
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8198829
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9168757
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10457981
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11296954
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12214685
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13165365
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14459236
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15332453
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16329919
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17391962
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18203078
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19523968
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20344146
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21139095
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22404776
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt23226792
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt24228446
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt25312058
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt26296155
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt27363381
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt28326043
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt29314971
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt30201762
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt31417363
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt32315315
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt33449910
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt34448205
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt35306435
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt36304236
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt37404394
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt38331007
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt39468436
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt40451092
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt41403719
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt42138238
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt43134255
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt44131783
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt45196551
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt46138931
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt47103462
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt48134120
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt49259765
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt50139474
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5147091
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt52185470
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5371658
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt54196637
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt55270838
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt56197951
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt57207180
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5865863
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt59135242
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6060041
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt61276966
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt62136212
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt63133724
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt64162794
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt65129893
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt66205952
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt67138154
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt68138145
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6997981
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt70103608
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt71187813
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt72210210
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt73203531
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt74200374
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt75134401
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt76132027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt77202197
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt78232397
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt79159881
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8038075
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt81291078
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0315183
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1268510
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2405485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3484752
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4281833
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5354076
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6455913
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7334738
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8198829
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9168757
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10457981
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11296954
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12214685
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13165365
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14459236
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15332453
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16329919
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17391962
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18203078
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19523968
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20344146
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21139095
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt22404776
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23226792
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt24228446
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25312058
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt26296155
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt27363381
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28326043
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt29314971
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt30201762
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt31417363
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt32315315
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt33449910
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt34448205
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt35306435
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt36304236
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt37404394
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt38331007
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt39468436
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt40451092
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt41403719
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt42138238
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt43134255
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt44131783
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt45196551
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt46138931
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt47103462
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt48134120
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt49259765
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt50139474
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5147091
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt52185470
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5371658
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt54196637
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt55270838
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt56197951
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt57207180
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5865863
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt59135242
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6060041
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt61276966
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt62136212
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt63133724
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt64162794
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt65129893
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt66205952
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt67138154
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt68138145
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6997981
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt70103608
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt71187813
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt72210210
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt73203531
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt74200374
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt75134401
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt76132027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt77202197
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt78232397
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt79159881
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8038075
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt81291078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0411222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1508297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2946184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31132543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41255604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5312456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6532531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7476482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8357351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9610502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10589069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11511853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12609363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131094197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14220880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15611349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16538785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17165759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18791526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19343452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20302870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21951119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22303240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23235589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24345117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25313461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26667512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27307343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28299358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29228327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30478208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31903666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32707177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33445411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34466030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35396966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36526790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37607118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38283929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39665895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40645813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41585177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42577329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43318115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44399999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45822013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46685962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47257628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48320613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49902163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50379318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51512393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52536989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53306858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt541167448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55312940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56219090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57217327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58169145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59224858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt60224319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61182558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62175331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63233863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64199355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65250871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66170122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67207082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt68201773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt69205233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt70194232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71223333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72215373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73205636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74236866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt75182120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76166127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt77186297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt78196429
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$495,708,411
Liabilities
$731,589
Net assets
$494,976,822
Revenue
$38,649,828
Expenses
$37,017,019
Net income
$1,632,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$466$0.26$465$23.5$36.0$12.5
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$457$0.31$457$12.2$32.1$20.0
2022Detailed filing. Detailed filing data is available for this year.$442$0.35$441$16.0$28.8$12.8
2021Detailed filing. Detailed filing data is available for this year.$527$0.71$526$55.4$28.1$27.3
2020Detailed filing. Detailed filing data is available for this year.$496$0.73$495$38.6$37.0$1.63
2019Detailed filing. Detailed filing data is available for this year.$472$1.75$470$26.2$31.8$5.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$511$5.22$506$40.6$33.2$7.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$566$7.67$558$23.1$30.5$7.35
2015Summary only. Only limited summary data is available for this year.$615$1.86$25.7$35.6$9.87
2014Summary only. Only limited summary data is available for this year.$655$4.37$21.0$35.3$14.2
2013Summary only. Only limited summary data is available for this year.$661$7.89$19.2$33.1$13.9
2012Summary only. Only limited summary data is available for this year.$793$0.14$52.3$26.5$25.8
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00