Civic Intelligence

Ph Foundation

990PF • Fiscal year 2023 • EIN 47-2373023

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

Organization Profile
PO Box 5298Berkeley, CA 94705

(510) 859-7931

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.03x

Higher debt load relative to revenue than 24% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

10th percentile

-59%

Higher net margin than 10% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

48th percentile

4.5%

Faster asset growth than 48% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-42%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$26,379,256

Up $1,133,121 (+4.5%) from 2022

Net Assets

Up

$26,352,449

Up $1,112,344 (+4.4%) from 2022

Liabilities

Up

$26,807

Up $20,777 (+345%) from 2022

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin10th percentile

Revenue

Down

$785,147

Down $572,021 (-42%) from 2022

Expenses

Up

$1,246,528

Up $542,510 (+77%) from 2022

Net Income

Down

-$461,381

Down $1,114,531 (-171%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$30M$20M$10M$0Assets 2014: $7,263,069Liabilities 2014: $33,1552014Assets 2015: $8,694,183Liabilities 2015: $0Net Assets 2015: $8,694,1832015Assets 2016: $18,352,103Liabilities 2016: $0Net Assets 2016: $18,352,1032016Assets 2017: $21,588,261Liabilities 2017: $0Net Assets 2017: $21,588,2612017Assets 2018: $20,464,463Liabilities 2018: $0Net Assets 2018: $20,464,4632018Assets 2019: $22,668,869Liabilities 2019: $4,619Net Assets 2019: $22,664,2502019Assets 2020: $25,706,858Liabilities 2020: $11,425Net Assets 2020: $25,695,4332020Assets 2021: $28,612,136Liabilities 2021: $49,415Net Assets 2021: $28,562,7212021Assets 2022: $25,246,135Liabilities 2022: $6,030Net Assets 2022: $25,240,1052022Assets 2023: $26,379,256Liabilities 2023: $26,807Net Assets 2023: $26,352,4492023Assets 2024: $25,262,725Liabilities 2024: $20,601Net Assets 2024: $25,242,1242024

Highlighted filing

2023

Assets$26,379,256
Liabilities$26,807
Net Assets$26,352,449
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $7,459,556Expenses 2014: $33,155Net Income 2014: $7,426,4012014Revenue 2015: $1,801,051Expenses 2015: $14,917Net Income 2015: $1,786,1342015Revenue 2016: $9,364,076Expenses 2016: $413,337Net Income 2016: $8,950,7392016Revenue 2017: $2,253,318Expenses 2017: $354,759Net Income 2017: $1,898,5592017Revenue 2018: $1,462,279Expenses 2018: $381,107Net Income 2018: $1,081,1722018Revenue 2019: $717,227Expenses 2019: $503,988Net Income 2019: $213,2392019Revenue 2020: $609,197Expenses 2020: $681,822Net Income 2020: -$72,6252020Revenue 2021: $3,179,398Expenses 2021: $727,118Net Income 2021: $2,452,2802021Revenue 2022: $1,357,168Expenses 2022: $704,018Net Income 2022: $653,1502022Revenue 2023: $785,147Expenses 2023: $1,246,528Net Income 2023: -$461,3812023Revenue 2024: $905,938Expenses 2024: $2,523,978Net Income 2024: -$1,618,0402024

Highlighted filing

2023

Revenue$785,147
Expenses$1,246,528
Net Income-$461,381
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA PEHLTrustee-$0--
MARK HEADLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ph Foundation
EIN
47-2373023
Phone
5108597931
Address
PO BOX 5298, BERKELEY, CA 94705

Signing Officer

Name
Christina J Pehl
Title
Trustee
Phone
5108597931
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Mowat Mackie & Anderson Llp
Address
1999 HARRISON STREET SUITE 1500, OAKLAND, CA 94612-3577
Preparer
Karen E Wilson
Phone
5108931120
Raw XML AppendixShowing 400 of 843 raw XML fields

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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1UTILITIES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2STORAGE CONTAINER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3BUCK AND RAIL CATTLE ENCLOSURE FENCE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4FENCING (DEPOSIT)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6SAMPSON CREEK BARN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7FENCING (BALANCE)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8BUCK AND RAIL AROUND SPRING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9UTILITIES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10UTILITIES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11SAMPSON CREEK BARN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12WATER PUMP SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14SAMPSON CREEK OUTBUILDING PHASE 1
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15LAND - MORTON
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16FIELD IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17FENCING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18LAND - CROW CREEK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19HVAC: BARN IMPROVEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20SAMPSON CREEK OUTBUILDING PHASE 2
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21FENCING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22SEED STORAGE CONTAINER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23FIELD IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24FENCING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25ELECTRICAL INFRASTRUCTURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26BUFFALO TRAILER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc272019 POLARIS RANGER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28SHALE CITY GATE PERIMETER FENCE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc292 BISON (FOR BREEDING)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VI-A, QUESTION 11
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SCHEDULE OF CONTROLLED ENTITY
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0CONTROLLED ENTITIES:NAME: ANNA MAE ROSS, LLC ADDRESS: PO BOX 5298, BERKELEY CA 94705 EIN: 81-4336258OREGON REGISTRY NUMBER: 1140591-99NOT AN EXCESS BUSINESS HOLDINGNAME: CHARLES SELBERG INSTITUTE, LLC ADDRESS: PO BOX 5298, BERKELEY CA 94705 EIN: 47-3506154OREGON REGISTRY NUMBER: 1098810-94NOT AN EXCESS BUSINESS HOLDINGNAME: SARAH ANNE BURR, LLC ADDRESS: PO BOX 5298, BERKELEY CA 94705EIN: 87-1514527 WYOMING FILING IDENTIFICATION NUMBER: 2021-001009932NOT AN EXCESS BUSINESS HOLDING
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03853130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09184811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0785147
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt053400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0528404
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0745651
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0745651
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt079679
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0249475
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0249475
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-461381
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt01020
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0553177
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03423
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03423
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt020935
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt020935
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0528404
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0772609
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt01020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0265769
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0265791
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02946
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02946
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt058142
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08671
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt077552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01147417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01246528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0781302
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0785147
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0401766
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08693
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0500877
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0574
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt024773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0275001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1253403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0275001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1253403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0299774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1253403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01,624 SH APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0528404
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-461381
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01573725
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt026352449
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt025240105
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt026352449
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0668002
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0668002
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0668002
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0678741
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010739
IRS990PF/DistributableAmountGrp/TotalTaxAmt010739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05896
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011635
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05896
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016635
IRS990PF/FMVAssetsEOYAmt026379256
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt06030
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt021807
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03100269
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03853130
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03853130
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0247201
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt012308052
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt012128323
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt012060851
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt012060851
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012326
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0107713
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0107713
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07936184
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09184811
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09184811
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt025240105
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt026352449
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02069033
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01172751
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01172751
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt025246135
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt026379256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt026379256
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt06030
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt026807
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt025246135
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt026379256
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt025240105
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt026352449
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013781547
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01625389
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012156158
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0206723
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0678741
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013574824
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013781547
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,379,256
Liabilities
$26,807
Net assets
$26,352,449
Revenue
$785,147
Expenses
$1,246,528
Net income
-$461,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.02$25.2$0.91$2.52$1.62
2023Detailed filing. Detailed filing data is available for this year.$26.4$0.03$26.4$0.79$1.25$0.46
2022Detailed filing. Detailed filing data is available for this year.$25.2$0.01$25.2$1.36$0.70$0.65
2021Detailed filing. Detailed filing data is available for this year.$28.6$0.05$28.6$3.18$0.73$2.45
2020Detailed filing. Detailed filing data is available for this year.$25.7$0.01$25.7$0.61$0.68$0.07
2019Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$0.72$0.50$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.00$20.5$1.46$0.38$1.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$0.00$21.6$2.25$0.35$1.90
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$0.00$18.4$9.36$0.41$8.95
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.69$0.00$8.69$1.80$0.01$1.79
2014Summary only. Only limited summary data is available for this year.$7.26$0.03$7.46$0.03$7.43