Civic Intelligence

Episcopal Senior Communities Foundation

990 • Fiscal year 2015 • EIN 46-0502111

Apr 01, 2014 to Mar 31, 2015 • Filed on Aug 17, 2015

Organization ProfileWWW.JTM-ESC.ORG
2185 N California Blvd Suite 575Walnut Creek, CA 94596

(925) 956-7400

Siviq Scores

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

Liabilities / Assets

55th percentile

0.28x

Higher debt load relative to assets than 55% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

80th percentile

1.05x

Higher debt load relative to revenue than 80% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

41st percentile

1.0%

Higher net margin than 41% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$570,291

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

15th percentile

-6.1%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

31%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$12,531,732

Down $816,257 (-6.1%) from 2014

Net Assets

Down

$8,970,994

Down $440,019 (-4.7%) from 2014

Liabilities

Down

$3,560,738

Down $376,238 (-9.6%) from 2014

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin41st percentile

Revenue

Up

$3,380,272

Up $804,765 (+31%) from 2014

Expenses

Up

$3,347,296

Up $329,435 (+11%) from 2014

Net Income

Up

$32,976

Up $475,330 (+107%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $16,575,886Liabilities 2011: $5,405,171Net Assets 2011: $11,170,7152011Assets 2012: $14,567,433Liabilities 2012: $3,980,636Net Assets 2012: $10,586,7972012Assets 2013: $14,005,700Liabilities 2013: $4,145,336Net Assets 2013: $9,860,3642013Assets 2014: $13,347,989Liabilities 2014: $3,936,976Net Assets 2014: $9,411,0132014Assets 2015: $12,531,732Liabilities 2015: $3,560,738Net Assets 2015: $8,970,9942015Assets 2016: $14,148,282Liabilities 2016: $4,146,153Net Assets 2016: $10,002,1292016Assets 2017: $13,941,913Liabilities 2017: $3,982,305Net Assets 2017: $9,959,6082017Assets 2018: $15,006,064Liabilities 2018: $4,165,779Net Assets 2018: $10,840,2852018Assets 2019: $14,648,387Liabilities 2019: $4,143,998Net Assets 2019: $10,504,3892019Assets 2020: $14,302,325Liabilities 2020: $4,474,979Net Assets 2020: $9,827,3462020Assets 2021: $15,242,490Liabilities 2021: $4,856,993Net Assets 2021: $10,385,4972021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2015

Assets$12,531,732
Liabilities$3,560,738
Net Assets$8,970,994
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $1,781,2272011Expenses 2012: $2,254,0162012Revenue 2013: $2,416,148Expenses 2013: $2,919,260Net Income 2013: -$503,1122013Revenue 2014: $2,575,507Expenses 2014: $3,017,861Net Income 2014: -$442,3542014Revenue 2015: $3,380,272Expenses 2015: $3,347,296Net Income 2015: $32,9762015Revenue 2016: $3,670,057Expenses 2016: $2,172,951Net Income 2016: $1,497,1062016Revenue 2017: $2,135,964Expenses 2017: $2,140,974Net Income 2017: -$5,0102017Revenue 2018: $2,956,088Expenses 2018: $2,240,252Net Income 2018: $715,8362018Revenue 2019: $5,265,002Expenses 2019: $5,725,045Net Income 2019: -$460,0432019Revenue 2020: $6,225,773Expenses 2020: $6,141,295Net Income 2020: $84,4782020Revenue 2021: $5,427,768Expenses 2021: $5,668,587Net Income 2021: -$240,8192021Revenue 2022: $7,791,148Expenses 2022: $6,224,803Net Income 2022: $1,566,3452022

Highlighted filing

2015

Revenue$3,380,272
Expenses$3,347,296
Net Income$32,976
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Aug 17, 2015
Return Version
2014v5.0
Gross Receipts
$6,076,122
Mission and Program Overview

Mission

The mission of escf is to solicit contributions, invest and maintain assets and make distributions for the continuing financial support of community outreach, assistance and capital improvement needs of episcopal senior communities and its residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,111,133$6,379,376▼ $1,731,757
Savings and Temporary Cash Investments$5,031,732$5,139,311▲ $107,579
Pledges and Grants Receivable$173,917$957,862▲ $783,945
Prepaid Expenses and Deferred Charges$10,367$9,601▼ $766
Total Assets$13,347,989$12,531,732▼ $816,257
Other Assets Total$20,840$45,582▲ $24,742
Liabilities
Other Liabilities$3,874,543$3,511,171▼ $363,372
Deferred Revenue$46,930$26,300▼ $20,630
Accounts Payable and Accrued Expenses$15,503$23,267▲ $7,764
Total Liabilities$3,936,976$3,560,738▼ $376,238
Net Assets / Fund Balance
Temporarily Rstr Net Assets$7,766,995$7,951,033▲ $184,038
Permanently Rstr Net Assets$654,420$664,420▲ $10,000
Unrestricted Net Assets$989,598$355,541▼ $634,057
Total Net Assets Fund Balance$9,411,013$8,970,994▼ $440,019
Total Liabilities and Net Assets / Fund Balance$13,347,989$12,531,732▼ $816,257

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$654,420$10,000▲ $47,016$47,016$664,420
2014$654,420-▲ $69,147$69,147$654,420
2013$654,420-▲ $35,205$35,205$654,420
2012$654,420-▲ $62,582$62,582$654,420
2011$495,636$158,784▲ $60,673-$654,420
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Miller KatharineSr. DirectorFT$117,682$22,263$139,945
Campbell Dee AnnSECRETARY/SR VP ORG'L ADVMTPT$63,801$35,874$99,675
Gerber KevinPresident, CEO-$30,365$15,259$45,624
Tobin William CChief Risk Officer-$27,016$18,176$45,192
Jamison DianaTreasurer, CFO-$17,855$9,166$27,021
Jones LornaVP Human Resources-$3,111$1,797$4,908
Powell TracyVP Outreach Programs-$2,074$1,128$3,202

Board Members and Trustees

NameTitle
Case GordonChairman
Coates SallyDirector
Gielselmann RobDirector
Handelmann MargaretDirector
Lusse PatriciaDirector
Schoenrock DianeDirector
Sheehy JoanneDirector
Skaggs SanfordEx Office Esc Bod
Revenue and Support

Revenue Composition

Contributions and Grants
$2,680,414
Program Service Revenue
$0
Investment Income
$555,663
Other Revenue
$144,195
All Other Contributions
$1,786,751
Change in Net Assets
$32,976

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,305,797
Revenue Not Reported on Financial Statements
$74,475
Revenue Not Reported on Form 990
$-472,995
Total Revenue per Audited Statements
$2,832,802
Total Revenue per Form 990
$3,380,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,651,182
Other Expenses$1,119,197
Salaries, Compensation, and Employee Benefits$576,917
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,651,182--$1,651,182
Current Officers, Directors, Trustees, and Key Employees$162,027$229,125-$391,152
Advertising-$88,534-$88,534
Other Salaries and Wages-$75,580-$75,580
Fees for Service Investment Mgmnt Fees-$74,475-$74,475
Other Employee Benefits-$58,130-$58,130
Fees for Services Other-$35,320-$35,320
Occupancy-$34,332-$34,332
Pension Plan Contributions-$29,170-$29,170
Payroll Taxes-$22,885-$22,885
Fees for Services Accounting-$15,750-$15,750
Office Expenses-$14,754-$14,754
Travel-$9,592-$9,592
Information Technology-$7,527-$7,527
Conferences and Meetings-$2,990-$2,990
Fees for Services Legal-$2,073-$2,073
Other Expenses$776,487$1,159-$1,159
Total Functional Expenses$2,589,696$757,600$0$3,347,296

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,347,296
Expenses per Audited Statements$3,272,821
Total Expenses per Audited Statements$3,272,821
Expenses Not Reported on Financial Statements$74,475
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Senior CommunitiesWalnut Creek, CA501(c)(3)Supporting Organization to Episcopal Senior Communities$1,651,182
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$225,104
Fundraising Direct Expenses$80,909
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$261,339$225,104$46,818$178,286
Total Events$261,339$225,104$80,909$144,195
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Crt & Cga Liability$3,275,964
Due to Episcopal Senior Communities$235,207
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Episcopal senior communities (esc) is the sole corporate member of episcopal senior communities foundation (escf). Esc has the right to appoint all the members of escf and the right to determine the distribution of assets on the liquidation of escf.”

Form 990, Part VI, Section A, Line 7B

“See response to form 990, part vi, question 6.”

Form 990, Part VI, Section B, Line 11

“Cfo and general counsel conducted a complete and thorough review of the form 990. An electronic copy of the form 990 was sent via email directly to each board member for their review and comments prior to filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Reviewed on a transaction basis.”

Form 990, Part VI, Section C, Line 19

“The audited financial statements are available on the organization's website, jtm-esc.org. The governing/organizing documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Episcopal Senior Communities Foundation
EIN
46-0502111
Phone
9259567400
Address
2185 N CALIFORNIA BLVD SUITE 575, WALNUT CREEK, CA 94596

Signing Officer

Name
Kevin Gerber
Title
President/CEO
Phone
9259567400
Signed
2015-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Gerber
Formed
2002
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
9
Volunteers
40

Preparer

Firm
Moss Adams Llp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Renie Burbank
Phone
4159561500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Changes in split interest gift agreements -140,072.”

Form 990, Part XII, Line 2C

“Audit committee has oversight for the consolidated financial statements - there have been no changes to this process from prior year.”

Financial Statement Notes

PART V, LINE 4:

“Endowment fund earnings are used for atrium at slv and assistance for residents. $158,784 is the nutter fund for the slv atrium; $10,000 is for webster house byrd fund; and $495,636 is for assistance funds.”

PART X, LINE 2:

“The foundation adopted the provisions of the accounting standards codification ("asc") topic 740-10, income taxes, relating to accounting for uncertain tax positions, which had no financial statement impact to escf. Escf recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. Escf recognizes interest and penalties related to income tax matters in operating expenses.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Changes in split interest gift agreements -140,072.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EX OFFICE ESC BOD
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT, CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF RISK OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY/SR VP ORG'L ADVMT
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER, CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OUTREACH PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt14SR. DIRECTOR
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IRS990/FundraisingDirectExpensesAmt080909
IRS990/FundraisingGrossIncomeAmt0225104
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IRS990/GrantsToOrganizationsInd01
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF ESCF IS TO SOLICIT CONTRIBUTIONS, INVEST AND MAINTAIN ASSETS AND MAKE DISTRIBUTIONS FOR THE CONTINUING FINANCIAL SUPPORT OF COMMUNITY OUTREACH, ASSISTANCE AND CAPITAL IMPROVEMENT NEEDS OF EPISCOPAL SENIOR COMMUNITIES AND ITS RESIDENTS.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt08970994
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0388396
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0388396
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0144195
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0144195
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-332923
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/TotalAmt034332
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014754
IRS990/OfficeExpensesGrp/TotalAmt014754
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020840
IRS990/OtherAssetsTotalGrp/EOYAmt045582
IRS990/OtherChangesInNetAssetsAmt0-140072
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt058130
IRS990/OtherEmployeeBenefitsGrp/TotalAmt058130
IRS990/OtherExpensesGrp/Desc0SOCIAL PROGRAMS
IRS990/OtherExpensesGrp/Desc1DONOR APPRECIATION
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053347
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12857
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21159
IRS990/OtherExpensesGrp/ProgramServicesAmt0776487
IRS990/OtherExpensesGrp/TotalAmt0776487
IRS990/OtherExpensesGrp/TotalAmt153347
IRS990/OtherExpensesGrp/TotalAmt22857
IRS990/OtherExpensesGrp/TotalAmt31159
IRS990/OtherLiabilitiesGrp/BOYAmt03874543
IRS990/OtherLiabilitiesGrp/EOYAmt03511171
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt075580
IRS990/OtherSalariesAndWagesGrp/TotalAmt075580
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022885
IRS990/PayrollTaxesGrp/TotalAmt022885
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt029170
IRS990/PensionPlanContributionsGrp/TotalAmt029170
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0654420
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0664420
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0173917
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0957862
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010367
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09601
IRS990/PrincipalOfficerNm0KEVIN GERBER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01961131
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02039889
IRS990/PYInvestmentIncomeAmt0666143
IRS990/PYOtherExpensesAmt0341923
IRS990/PYOtherRevenueAmt0-51767
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-442354
IRS990/PYSalariesCompEmpBnftPaidAmt0636049
IRS990/PYTotalExpensesAmt03017861
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02575507
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt032976
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0797806
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05031732
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05139311
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0946130471
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01651182
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL SR COMMUNITIES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01651182
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0654420
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt069147
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt069147
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0654420
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035205
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt035205
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0654420
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0654420
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt062582
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt062582
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0495636
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0158784
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0654420
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,531,732
Liabilities
$3,560,738
Net assets
$8,970,994
Revenue
$3,380,272
Expenses
$3,347,296
Net income
$32,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$7.79$6.22$1.57
2021Detailed filing. Detailed filing data is available for this year.$15.2$4.86$10.4$5.43$5.67$0.24
2020Detailed filing. Detailed filing data is available for this year.$14.3$4.47$9.83$6.23$6.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$14.6$4.14$10.5$5.27$5.73$0.46
2018Summary only. Only limited summary data is available for this year.$15.0$4.17$10.8$2.96$2.24$0.72
2017Detailed filing. Detailed filing data is available for this year.$13.9$3.98$9.96$2.14$2.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$14.1$4.15$10.0$3.67$2.17$1.50
2015Detailed filing. Detailed filing data is available for this year.$12.5$3.56$8.97$3.38$3.35$0.03
2014Detailed filing. Detailed filing data is available for this year.$13.3$3.94$9.41$2.58$3.02$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$4.15$9.86$2.42$2.92$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$3.98$10.6$2.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$5.41$11.2$1.78