Civic Intelligence

The Haeger Foundation Co Julie D Haeger

990PF • Fiscal year 2018 • EIN 46-1423801

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 07, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

4th percentile

-114%

Higher net margin than 4% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

21st percentile

-5.5%

Faster asset growth than 21% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-53%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,684,376

Down $155,702 (-5.5%) from 2017

Net Assets

Down

$2,684,376

Down $155,702 (-5.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin4th percentile

Revenue

Down

$136,453

Down $151,792 (-53%) from 2017

Expenses

Up

$292,155

Up $73,173 (+33%) from 2017

Net Income

Down

-$155,702

Down $224,965 (-325%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2018

Assets$2,684,376
Liabilities$0
Net Assets$2,684,376
Open 2018 Filing

Operations Trend

Revenue Growth6th 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

2018

Revenue$136,453
Expenses$292,155
Net Income-$155,702
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE D HAEGERPresident-$0--
ANDREW BOHLVice President-$0--
WILLIAM HAEGERTreasurer-$0--
ADRIENNE RIEISSLESecretary-$0--
MILTON HAEGERDirector-$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
2019-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
4501 TAMIAMI TRAIL NORTH SUITE 200, NAPLES, FL 34103-3548
Preparer
Kimberly Delcomyn-javarinis
Phone
2392628686
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01687
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt038390
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt042155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01339051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt014374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt114835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt014374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt114835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01353425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt029209
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-155702
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02684376
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02840078
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02684376
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0213276
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0213276
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0213276
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0214257
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0981
IRS990PF/DistributableAmountGrp/TotalTaxAmt0981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01803
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01803
IRS990PF/FMVAssetsEOYAmt03998198
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt06218
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0112440
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt072148
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt072148
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0698009
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0702431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0694722
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01830938
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01798245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03123810
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0188592
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0109749
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0105715
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt03881
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01803
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01803
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02840078
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02684376
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02840078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02684376
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03998198
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02840078
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02684376
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02840078
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02684376
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04350387
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt066395
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04283992
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt065256
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0214257
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04285131
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04350387
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/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIE D HAEGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANDREW BOHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM HAEGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ADRIENNE RIEISSLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MILTON HAEGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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/AddressLine1Txt4PO 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/CityNm4EAST 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/StateAbbreviationCd4WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd453120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0181771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0182752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0185472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0169172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt066385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt022231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0148986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042419
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.019548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.006985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.085695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04285131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03720800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03382078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03396074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03182582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01738558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0251687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.212095
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0250706
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0251687
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0981
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0251687
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,684,376
Liabilities
$0
Net assets
$2,684,376
Revenue
$136,453
Expenses
$292,155
Net income
-$155,702
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