Civic Intelligence

Henry and Sara Sheehan Foundation

990PF • Fiscal year 2015 • EIN 45-4126770

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

310 N Kensington AvenueLa Grange Park, IL 60526-1870

(630) 572-9748

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

50th percentile

0.06x

Higher debt load relative to revenue than 50% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

2nd percentile

-373%

Higher net margin than 2% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

64th percentile

$74,221

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 137.5% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

20th percentile

-5.6%

Faster asset growth than 20% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-23%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$3,392,501

Down $199,666 (-5.6%) from 2014

Net Assets

Down

$3,389,297

Down $201,077 (-5.6%) from 2014

Liabilities

Up

$3,204

Up $1,411 (+79%) from 2014

Revenue

Down

$53,973

Down $16,167 (-23%) from 2014

Expenses

Up

$255,050

Up $76,059 (+42%) from 2014

Net Income

Down

-$201,077

Down $92,226 (-85%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $1,078,662Liabilities 2012: $6,467Net Assets 2012: $1,072,1952012Assets 2013: $3,700,843Liabilities 2013: $1,618Net Assets 2013: $3,699,2252013Assets 2014: $3,592,167Liabilities 2014: $1,793Net Assets 2014: $3,590,3742014Assets 2015: $3,392,501Liabilities 2015: $3,204Net Assets 2015: $3,389,2972015Assets 2016: $3,214,416Liabilities 2016: $2,923Net Assets 2016: $3,211,4932016Assets 2017: $3,170,582Liabilities 2017: $2,493Net Assets 2017: $3,168,0892017Assets 2018: $3,101,856Liabilities 2018: $3,015Net Assets 2018: $3,098,8412018Assets 2019: $3,078,979Liabilities 2019: $3,015Net Assets 2019: $3,075,9642019Assets 2020: $2,974,167Liabilities 2020: $3,015Net Assets 2020: $2,971,1522020Assets 2021: $3,044,318Liabilities 2021: $3,015Net Assets 2021: $3,041,3032021Assets 2022: $2,870,344Liabilities 2022: $2,979Net Assets 2022: $2,867,3652022Assets 2023: $2,712,152Liabilities 2023: $3,021Net Assets 2023: $2,709,1312023Assets 2024: $2,686,549Liabilities 2024: $3,063Net Assets 2024: $2,683,4862024

Highlighted filing

2015

Assets$3,392,501
Liabilities$3,204
Net Assets$3,389,297

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Expenses 2012: $80,0252012Revenue 2013: $2,749,651Expenses 2013: $122,621Net Income 2013: $2,627,0302013Revenue 2014: $70,140Expenses 2014: $178,991Net Income 2014: -$108,8512014Revenue 2015: $53,973Expenses 2015: $255,050Net Income 2015: -$201,0772015Revenue 2016: $61,620Expenses 2016: $239,425Net Income 2016: -$177,8052016Revenue 2017: $199,075Expenses 2017: $242,479Net Income 2017: -$43,4042017Revenue 2018: $164,791Expenses 2018: $234,039Net Income 2018: -$69,2482018Revenue 2019: $212,326Expenses 2019: $235,203Net Income 2019: -$22,8772019Revenue 2020: $132,122Expenses 2020: $236,934Net Income 2020: -$104,8122020Revenue 2021: $350,693Expenses 2021: $270,542Net Income 2021: $80,1512021Revenue 2022: $93,947Expenses 2022: $267,885Net Income 2022: -$173,9382022Revenue 2023: $130,422Expenses 2023: $288,656Net Income 2023: -$158,2342023Revenue 2024: $284,037Expenses 2024: $309,682Net Income 2024: -$25,6452024

Highlighted filing

2015

Revenue$53,973
Expenses$255,050
Net Income-$201,077
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph S WitkowskiExecutive DirectorPT$72,000$2,221$74,221
Catherine DicksonDirector-$200$352$552
Robert J WagnerDirector And President-$200$60$260
Susan KutchtaDirector-$200$51$251
Billie J PaigeDirector-$200$48$248
Linda BykowskiTreasurer-$200-$200
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ScholarshipIChicago, IL, US$2,000
Paid Grant-ScholarshipINaples, FL, US$2,000
Paid Grant-ScholarshipIOgden, UT, US$2,000
Paid Grant-ScholarshipIPalm City, FL, US$2,000
Paid Grant-ScholarshipIPresque Isle, ME, US$2,000
Paid Grant-ScholarshipISylvan Springs, AL, US$2,000
Paid Grant-ScholarshipIEldora, IA, US$2,000
Paid Grant-ScholarshipILake Park, MN, US$2,000
Paid Grant-ScholarshipIDolgeville, NY, US$2,000
Paid Grant-ScholarshipILongmeadow, MA, US$2,000
Paid Grant-ScholarshipIShallotte, NC, US$2,000
Paid Grant-ScholarshipIRocky Ford, CO, US$2,000
Paid Grant-ScholarshipIAlameda, CA, US$2,000
Paid Grant-ScholarshipICharles City, IA, US$2,000
Paid Grant-ScholarshipIVernon Hills, IL, US$2,000
Paid Grant-ScholarshipIWaukee, IA, US$2,000
Paid Grant-ScholarshipILargo, FL, US$2,000
Paid Grant-ScholarshipIDelray Beach, FL, US$2,000
Paid Grant-ScholarshipIBeatrice, NE, US$2,000
Paid Grant-ScholarshipISan Diego, CA, US$2,000
Paid Grant-ScholarshipIDetroit, MI, US$2,000
Paid Grant-ScholarshipIWinston, GA, US$2,000
Paid Grant-ScholarshipILake Linden, MI, US$2,000
Paid Grant-ScholarshipIBuckhannon, WV, US$2,000
Paid Grant-ScholarshipICascade, IA, US$2,000
Paid Grant-ScholarshipIArdmore, AL, US$2,000
Paid Grant-ScholarshipIPittsburgh, PA, US$2,000
Paid Grant-ScholarshipIEly, MN, US$2,000
Paid Grant-ScholarshipIMacomb, IL, US$2,000
Paid Grant-ScholarshipIFonda, IA, US$2,000
Paid Grant-ScholarshipIZumbrota, MN, US$2,000
Paid Grant-ScholarshipIApopka, FL, US$2,000
Paid Grant-ScholarshipIDetroit, MI, US$2,000
Paid Grant-ScholarshipILockesburg, AR, US$2,000
Paid Grant-ScholarshipISheldon, IA, US$2,000
Paid Grant-ScholarshipINorfolk, VA, US$2,000
Filing and Contact Details

Filer

Filer Name
Henry and Sara Sheehan Foundation
EIN
45-4126770
Address
310 N Kensington Avenue, La Grange Park, IL 60526-1870

Signing Officer

Name
Joseph S Witkowski
Title
Executive Direc
Phone
7084764968
Signed
2016-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Stein Certified Public Accountants
Address
18W140 Butterfield Rd 1100, Oakbrook Terrace, IL 60181-4845
Preparer
Mary Jane Ward Bailey CPA
Phone
6305729748
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1930357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2167024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2323170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2733015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2811406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2932280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3017582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3123823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3230251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3313452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3515178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3629869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3724058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3813866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3973717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4025546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4163991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4232616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4318627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4433011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4516086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4933288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5089111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5118716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5326267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54100396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5521197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5636810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5729410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Eaton Corp PLC 0 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Ace Limited New 0 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AmazonCom 75 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Apple Inc 375 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Boeing Co 175 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Bristol Myers-Squibb Co400 s
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CVS Caremark Corp 400 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Celgene Corp 300 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Chevron Corp 275 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Cisco Systems Inc 1100 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Coca-Cola Co 0 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Comcast Corp New CL A 550 sha
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Conoco-Phillips 350 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Danaher Corp 350 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Disney Walt Co 300 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Alphabet Cl A 32 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Express Scripts Holding Co 350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Exxon Mobil Corp 400 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18General Electric Co 900 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Gilead Sciences Inc 300 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Google Inc 0 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21American Funds Growth 1626402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Haliburton Holding 0 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Illinois Tool Works Inc 250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Intel Corp 0 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25IBM 0 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Johnson Controls Inc 0 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27JP Morgan Chase 500 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Lowes Cos Inc 150 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Pfizer Inc 1000 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Phillip Morris Intl Inc 200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Proctor & Gamble 300 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Microchip Tech 650 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Mondelez Intl 300 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Rw Funds Mid Cap 3586054 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Alphabet Inc CL C 20 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36US Bancorp Del New 700 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37United Parcel Services 250 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Verizon Comm 300 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Vanguard Mid Cap Index 495676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Walgreens Boots 300 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Wasatch Core Growth 1204884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Wells Fargo & Co New 600 sha
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Allstate Corp 300 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Cognizant Tech Solutions 550 s
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Discover Financial Serv 300 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Dodge & Cox 0 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Kraft Foods Group 0 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Macys Inc 0 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Microsoft Corp 600 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Rowe T Price Growth 1660652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Southern Co 400 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Union Pacific Corp 0 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Am Fds Europacific 580495 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Harbor Capital 1650982 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Harman Intl Ind 225 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Phillips 66 450 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57United Healthcare 250 sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Accrued income- Equities Investment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Accrued income- Fixed Income
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Accrued income-Cash
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt075535
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt035
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt075570
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt075570
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03875
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06725
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt052000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt072000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt072000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt072000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt07992
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt02633
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt075535
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt075535
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-201077
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0573265
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01005
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01405
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-29589
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013813
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt02220
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt02220
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt046131
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt036477
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt082608
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05012
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt06792
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02030
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08822
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0190660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt061757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0255050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt075570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt053973
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0118660
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt061757
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0183050
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01625
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152013-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222012-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302012-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332014-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372013-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382011-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402014-01-01

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.68$0.28$0.31$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.13$0.29$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.09$0.27$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.35$0.27$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.13$0.24$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.21$0.24$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.16$0.23$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.20$0.24$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.06$0.24$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.05$0.26$0.20
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.07$0.18$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$2.75$0.12$2.63
2012Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.08
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Peer Organizations

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