Civic Intelligence

The Haeger Foundation Co Julie D Haeger

990PF • Fiscal year 2017 • EIN 46-1423801

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 03, 2018

Organization Profile
PO Box 528East Troy, WI 53120

(847) 366-8455

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

50th percentile

2.5%

Faster asset growth than 50% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

610%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,840,078

Up $69,263 (+2.5%) from 2016

Net Assets

Up

$2,840,078

Up $69,263 (+2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin78th percentile

Revenue

Up

$288,245

Up $247,651 (+610%) from 2016

Expenses

Up

$218,982

Up $17,935 (+8.9%) from 2016

Net Income

Up

$69,263

Up $229,716 (+143%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,158,159Liabilities 2012: $02012Assets 2013: $2,395,163Liabilities 2013: $0Net Assets 2013: $2,395,1632013Assets 2014: $2,955,508Liabilities 2014: $0Net Assets 2014: $2,955,5082014Assets 2015: $2,934,218Liabilities 2015: $2,9502015Assets 2016: $2,770,815Liabilities 2016: $0Net Assets 2016: $2,770,8152016Assets 2017: $2,840,078Liabilities 2017: $0Net Assets 2017: $2,840,0782017Assets 2018: $2,684,376Liabilities 2018: $0Net Assets 2018: $2,684,3762018Assets 2019: $2,634,850Liabilities 2019: $0Net Assets 2019: $2,634,8502019Assets 2020: $2,625,908Liabilities 2020: $0Net Assets 2020: $2,625,9082020Assets 2021: $2,522,909Liabilities 2021: $0Net Assets 2021: $2,522,9092021Assets 2022: $2,583,425Liabilities 2022: $0Net Assets 2022: $2,583,4252022Assets 2023: $2,685,180Liabilities 2023: $0Net Assets 2023: $2,685,1802023Assets 2024: $2,693,941Liabilities 2024: $0Net Assets 2024: $2,693,9412024

Highlighted filing

2017

Assets$2,840,078
Liabilities$0
Net Assets$2,840,078
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,158,159Expenses 2012: $0Net Income 2012: $1,158,1592012Revenue 2013: $1,416,923Expenses 2013: $179,919Net Income 2013: $1,237,0042013Revenue 2014: $621,087Expenses 2014: $60,742Net Income 2014: $560,3452014Revenue 2015: $78,761Expenses 2015: $103,001Net Income 2015: -$24,2402015Revenue 2016: $40,594Expenses 2016: $201,047Net Income 2016: -$160,4532016Revenue 2017: $288,245Expenses 2017: $218,982Net Income 2017: $69,2632017Revenue 2018: $136,453Expenses 2018: $292,155Net Income 2018: -$155,7022018Revenue 2019: $188,938Expenses 2019: $238,464Net Income 2019: -$49,5262019Revenue 2020: $294,173Expenses 2020: $303,115Net Income 2020: -$8,9422020Revenue 2021: $286,701Expenses 2021: $389,700Net Income 2021: -$102,9992021Revenue 2022: $368,939Expenses 2022: $308,423Net Income 2022: $60,5162022Revenue 2023: $369,395Expenses 2023: $266,198Net Income 2023: $103,1972023Revenue 2024: $483,296Expenses 2024: $474,392Net Income 2024: $8,9042024

Highlighted filing

2017

Revenue$288,245
Expenses$218,982
Net Income$69,263
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 3, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE D HAEGERPresident-$0--
MATTHEW D HAEGERVice President-$0--
MILTON R HAEGERTreasurer-$0--
VICTORIA M BOHLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Haeger Foundation
EIN
46-1423801
Phone
8473668455
Address
PO BOX 528, EAST TROY, WI 53120

Signing Officer

Name
Julie D Haeger
Title
Officer
Phone
8473668455
Signed
2018-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
4099 TAMIAMI TRAIL N STE 300, NAPLES, FL 34103
Preparer
Kimberly Delcomyn-javarinis CPA
Phone
2392628686
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0185000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0185000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0158436
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt089922
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt089922
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt069263
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0444902
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt039887
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt097805
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt029610
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt029610
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0944
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01472
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0186450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032004
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0218982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0129809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0288245
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032004
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0405015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt027302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt027302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0432317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NORTHERN TRUST ACCT#8412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt039887
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt069263
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02840078
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02770815
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02840078
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0185062
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0185062
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0185062
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0186040
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0978
IRS990PF/DistributableAmountGrp/TotalTaxAmt0978
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02903
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03881
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0978
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02903
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0978
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0978
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03881
IRS990PF/FMVAssetsEOYAmt04412732
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt06218
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt06533
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt06218
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt06218
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029522
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0112440
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0112440
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0478042
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0698009
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0686222
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01537157
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01830938
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03417520
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0715152
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0188592
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0186451
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt04409
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03881
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03881
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02770815
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02840078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02770815
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02840078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04412732
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02770815
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02840078
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02770815
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02840078
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03777462
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt030687
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03746775
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt056662
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0186040
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03720800
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03777462
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIE D HAEGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MATTHEW D HAEGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MILTON R HAEGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3VICTORIA M BOHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EAST TROY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1EAST TROY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2EAST TROY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3EAST TROY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0120740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0121718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0169172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt066385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt022231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0148986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.032450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.019548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.006985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.085695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,840,078
Liabilities
$0
Net assets
$2,840,078
Revenue
$288,245
Expenses
$218,982
Net income
$69,263
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.48$0.47$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.37$0.27$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.37$0.31$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.29$0.39$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.29$0.30$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.19$0.24$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.14$0.29$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.29$0.22$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.04$0.20$0.16
2015Summary only. Only limited summary data is available for this year.$2.93$0.00$0.08$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.62$0.06$0.56
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$1.42$0.18$1.24
2012Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.00$1.16