Civic Intelligence

Scott R Mackenzie Foundation Inc.

990PF • Fiscal year 2017 • EIN 46-3383293

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
PO Box 550750Jacksonville, FL 32255-0750

(855) 816-6858

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

7th percentile

-48%

Higher net margin than 7% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

26th percentile

$65,920

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

18th percentile

-3.3%

Faster asset growth than 18% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

74%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$18,030,101

Down $620,186 (-3.3%) from 2016

Net Assets

Down

$18,029,501

Down $617,411 (-3.3%) from 2016

Liabilities

Down

$600

Down $2,775 (-82%) from 2016

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin7th percentile

Revenue

Up

$990,092

Up $419,666 (+74%) from 2016

Expenses

Up

$1,463,746

Up $92,457 (+6.7%) from 2016

Net Income

Up

-$473,654

Up $327,209 (+41%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$30M$20M$10M$0Assets 2013: $19,977,679Liabilities 2013: $2,2502013Assets 2014: $20,016,671Liabilities 2014: $0Net Assets 2014: $20,016,6712014Assets 2015: $19,451,150Liabilities 2015: $3,3752015Assets 2016: $18,650,287Liabilities 2016: $3,375Net Assets 2016: $18,646,9122016Assets 2017: $18,030,101Liabilities 2017: $600Net Assets 2017: $18,029,5012017Assets 2018: $17,743,339Liabilities 2018: $6,600Net Assets 2018: $17,736,7392018Assets 2019: $17,006,268Liabilities 2019: $6,000Net Assets 2019: $17,000,2682019Assets 2020: $14,357,687Liabilities 2020: $15,000Net Assets 2020: $14,342,6872020Assets 2021: $14,866,228Liabilities 2021: $58,792Net Assets 2021: $14,807,4362021Assets 2022: $13,810,488Liabilities 2022: $30,848Net Assets 2022: $13,779,6402022Assets 2023: $13,077,587Liabilities 2023: $15,400Net Assets 2023: $13,062,1872023Assets 2024: $12,710,916Liabilities 2024: $21,987Net Assets 2024: $12,688,9292024

Highlighted filing

2017

Assets$18,030,101
Liabilities$600
Net Assets$18,029,501
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2013: $11,652Expenses 2013: $36,223Net Income 2013: -$24,5712013Revenue 2014: $675,834Expenses 2014: $634,592Net Income 2014: $41,2422014Revenue 2015: $772,133Expenses 2015: $1,322,551Net Income 2015: -$550,4182015Revenue 2016: $570,426Expenses 2016: $1,371,289Net Income 2016: -$800,8632016Revenue 2017: $990,092Expenses 2017: $1,463,746Net Income 2017: -$473,6542017Revenue 2018: $926,411Expenses 2018: $1,215,140Net Income 2018: -$288,7292018Revenue 2019: $377,013Expenses 2019: $1,113,484Net Income 2019: -$736,4712019Revenue 2020: $491,266Expenses 2020: $1,220,262Net Income 2020: -$728,9962020Revenue 2021: $1,838,613Expenses 2021: $1,379,498Net Income 2021: $459,1152021Revenue 2022: $491,332Expenses 2022: $1,519,129Net Income 2022: -$1,027,7972022Revenue 2023: $893,958Expenses 2023: $1,611,411Net Income 2023: -$717,4532023Revenue 2024: $998,631Expenses 2024: $1,371,889Net Income 2024: -$373,2582024

Highlighted filing

2017

Revenue$990,092
Expenses$1,463,746
Net Income-$473,654
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN TUCKERExec. DirectorFT$64,000$1,920$65,920
SCOTT R MACKENZIEDirectorPT$0--
MELINDA A MACKENZIEDirector-$0--
LAWRENCE B MACKENZIEDirectorPT$0--
GERARDO CRUZDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Scott R Mackenzie Foundation Inc
EIN
46-3383293
Phone
8558166858
Address
PO BOX 550750, JACKSONVILLE, FL 32255-0750

Signing Officer

Name
Scott R Mackenzie
Title
Director
Phone
8558166858
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kresge Platt & Abare Cpas LLC
Address
1200 PLANTATION ISLAND DR, ST AUGUSTINE, FL 32080
Preparer
William T Abare Iii CPA
Phone
9044600747
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt01920
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt013278
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013278
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01190203
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0273543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01463746
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0731063
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0990092
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0273543
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0273543
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0160491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt180000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt280000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4250001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7101029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt999983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10135957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11162683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt74189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt934041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1041560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1149710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12260731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt74189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt934041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1041560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1149710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12260731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0159983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt180000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt280000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7105218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9134024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10177517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11212393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12260731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EVERETT WA PFD S/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GE CAPITAL BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SYNCHRONY BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GOLDMAN SACHS BK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HSBC USA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PROSPECT CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ROYAL BANK OF CA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7TIME WARNER CABLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8UNITED BANKERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ISHARES COHEN AND STEERSREIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ISHARES COHEN AND STEERSREIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ISHARES COHEN AND STEERSREIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62007-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0389722
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-473654
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0143757
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018173258
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018646912
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018029501
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0983922
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0983922
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0983922
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0988497
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04575
IRS990PF/DistributableAmountGrp/TotalTaxAmt04575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08151
IRS990PF/FMVAssetsEOYAmt020104567
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03375
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0225588
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0328819
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0328819
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02052662
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03058014
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03046918
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt013910
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt018302
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt07321
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt04392
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt04392
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$18,030,101
Liabilities
$600
Net assets
$18,029,501
Revenue
$990,092
Expenses
$1,463,746
Net income
-$473,654
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.02$12.7$1.00$1.37$0.37
2023Detailed filing. Detailed filing data is available for this year.$13.1$0.02$13.1$0.89$1.61$0.72
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.03$13.8$0.49$1.52$1.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.06$14.8$1.84$1.38$0.46
2020Detailed filing. Detailed filing data is available for this year.$14.4$0.02$14.3$0.49$1.22$0.73
2019Detailed filing. Detailed filing data is available for this year.$17.0$0.01$17.0$0.38$1.11$0.74
2018Detailed filing. Detailed filing data is available for this year.$17.7$0.01$17.7$0.93$1.22$0.29
2017Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$0.99$1.46$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$0.00$18.6$0.57$1.37$0.80
2015Summary only. Only limited summary data is available for this year.$19.5$0.00$0.77$1.32$0.55
2014Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$0.68$0.63$0.04
2013Summary only. Only limited summary data is available for this year.$20.0$0.00$0.01$0.04$0.02