Civic Intelligence

Ergon Foundation

990PF • Fiscal year 2019 • EIN 45-5017945

Jan 01, 2019 to Dec 31, 2019 • Filed on May 11, 2020

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

59th percentile

6.1%

Faster asset growth than 59% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$16,618,787

Up $961,080 (+6.1%) from 2018

Net Assets

Up

$16,593,025

Up $939,358 (+6.0%) from 2018

Liabilities

Up

$25,762

Up $21,722 (+538%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin92nd percentile

Revenue

Down

$1,428,729

Down $7,758,181 (-84%) from 2018

Expenses

Up

$489,371

Up $266,491 (+120%) from 2018

Net Income

Down

$939,358

Down $8,024,672 (-90%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$30M$20M$10M$0Assets 2013: $3,095,997Liabilities 2013: $0Net Assets 2013: $3,095,9972013Assets 2017: $6,690,449Liabilities 2017: $812Net Assets 2017: $6,689,6372017Assets 2018: $15,657,707Liabilities 2018: $4,040Net Assets 2018: $15,653,6672018Assets 2019: $16,618,787Liabilities 2019: $25,762Net Assets 2019: $16,593,0252019Assets 2020: $15,576,328Liabilities 2020: $38,175Net Assets 2020: $15,538,1532020Assets 2021: $17,014,947Liabilities 2021: $0Net Assets 2021: $17,014,9472021Assets 2022: $18,478,680Liabilities 2022: $0Net Assets 2022: $18,478,6802022Assets 2023: $20,034,163Liabilities 2023: $107,275Net Assets 2023: $19,926,8882023Assets 2024: $20,562,945Liabilities 2024: $9,449Net Assets 2024: $20,553,4962024

Highlighted filing

2019

Assets$16,618,787
Liabilities$25,762
Net Assets$16,593,025
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2013: $162,890Expenses 2013: $76,932Net Income 2013: $85,9582013Revenue 2017: $3,085,215Expenses 2017: $244,530Net Income 2017: $2,840,6852017Revenue 2018: $9,186,910Expenses 2018: $222,880Net Income 2018: $8,964,0302018Revenue 2019: $1,428,729Expenses 2019: $489,371Net Income 2019: $939,3582019Revenue 2020: -$192,560Expenses 2020: $862,312Net Income 2020: -$1,054,8722020Revenue 2021: $2,427,548Expenses 2021: $950,754Net Income 2021: $1,476,7942021Revenue 2022: $2,520,709Expenses 2022: $1,056,976Net Income 2022: $1,463,7332022Revenue 2023: $2,547,594Expenses 2023: $1,099,386Net Income 2023: $1,448,2082023Revenue 2024: $1,849,735Expenses 2024: $1,223,127Net Income 2024: $626,6082024

Highlighted filing

2019

Revenue$1,428,729
Expenses$489,371
Net Income$939,358
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 11, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Drummond JrPres, Dir, Sec-$0--
John Drummond SrDir, VP-$0--
Ashley GloverDir, VP-$0--
Filing and Contact Details

Filer

Filer Name
The Ergon Foundation
EIN
45-5017945
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
John Drummond Jr
Title
president
Phone
8008391754
Signed
2020-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PAYPAL HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PEABODY ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PNC FINANCIAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45REGIONS FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ROYAL DUTCH SHEL PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TARGA RESOURCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WEYERHAEUSER CO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0420775
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-48036
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt055507
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0428729
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0428729
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0371000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0371000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01000000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0420775
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0420775
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0939358
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01833432
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt055507
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt055507
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-48036
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0405843
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt040520
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0372
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt040892
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0483
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0483
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt066203
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt066203
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04347
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0411520
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt070922
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0489371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0476765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01428729
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt040520
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt070922
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0118371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01881468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-48036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01833432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-48036
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0939358
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016593025
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015653667
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016593025
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0837058
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0837058
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0837058
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0845175
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08117
IRS990PF/DistributableAmountGrp/TotalTaxAmt08117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03995
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04122
IRS990PF/FMVAssetsEOYAmt018917224
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01422757
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04556102
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04702950
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04668086
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010911280
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013062869
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt04040
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt025762
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt015653667
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt016593025
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09566864
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01151405
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01151405
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015657707
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016618787
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018917224
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04040
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt025762
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015657707
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016618787
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015653667
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016593025
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017160907
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02550293
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014610614
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0257414
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0845175
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016903493
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017160907
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0UBS Financial Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt066203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02005 STONEGATE TRAIL STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0VESTAVIA HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0352422239
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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/PersonNm0John Drummond Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John Drummond Sr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ashley Glover
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres, Dir, Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0745123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0749181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0192474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0223633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0159181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0166576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0154406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.026087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047932

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,618,787
Liabilities
$25,762
Net assets
$16,593,025
Revenue
$1,428,729
Expenses
$489,371
Net income
$939,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.6$0.01$20.6$1.85$1.22$0.63
2023Detailed filing. Detailed filing data is available for this year.$20.0$0.11$19.9$2.55$1.10$1.45
2022Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$2.52$1.06$1.46
2021Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$2.43$0.95$1.48
2020Detailed filing. Detailed filing data is available for this year.$15.6$0.04$15.5$0.19$0.86$1.05
2019Detailed filing. Detailed filing data is available for this year.$16.6$0.03$16.6$1.43$0.49$0.94
2018Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$9.19$0.22$8.96
2017Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$3.09$0.24$2.84
2013Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.16$0.08$0.09