Civic Intelligence

Welfare Foundation Inc.

990PF • Fiscal year 2020 • EIN 51-6015916

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 17, 2021

Organization Profile
100 West 10th Street No 1109Wilmington, DE 19801

(302) 683-8245

Siviq Scores

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

Liabilities / Assets

28th percentile

0.02x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.18x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$271,039

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

28th percentile

0.5%

Faster asset growth than 28% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

180%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$87,156,225

Up $398,283 (+0.5%) from 2019

Net Assets

$85,350,621

No earlier filing loaded for comparison.

Liabilities

Up

$1,805,604

Up $336,949 (+23%) from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin86th percentile

Revenue

Up

$10,088,384

Up $6,487,553 (+180%) from 2019

Expenses

Up

$5,783,535

Up $853,423 (+17%) from 2019

Net Income

Up

$4,304,849

Up $5,634,130 (+424%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$150M$100M$50M$0Assets 2011: $86,893,880Liabilities 2011: $938,9282011Assets 2012: $84,374,064Liabilities 2012: $1,300,6382012Assets 2013: $93,965,963Liabilities 2013: $755,2772013Assets 2014: $101,674,206Liabilities 2014: $1,872,6412014Assets 2015: $107,038,177Liabilities 2015: $11,020,3012015Assets 2019: $86,757,942Liabilities 2019: $1,468,6552019Assets 2020: $87,156,225Liabilities 2020: $1,805,604Net Assets 2020: $85,350,6212020Assets 2021: $84,851,268Liabilities 2021: $2,561,431Net Assets 2021: $82,289,8372021Assets 2022: $81,115,330Liabilities 2022: $1,540,523Net Assets 2022: $79,574,8072022Assets 2023: $79,032,992Liabilities 2023: $872,318Net Assets 2023: $78,160,6742023Assets 2024: $106,741,777Liabilities 2024: $2,087,979Net Assets 2024: $104,653,7982024

Highlighted filing

2020

Assets$87,156,225
Liabilities$1,805,604
Net Assets$85,350,621
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: -$543,302Expenses 2011: $6,604,850Net Income 2011: -$7,148,1522011Revenue 2012: $3,365,963Expenses 2012: $6,002,344Net Income 2012: -$2,636,3812012Revenue 2013: $15,693,377Expenses 2013: $5,333,177Net Income 2013: $10,360,2002013Revenue 2014: $13,163,835Expenses 2014: $6,120,831Net Income 2014: $7,043,0042014Revenue 2015: $2,931,294Expenses 2015: $6,583,615Net Income 2015: -$3,652,3212015Revenue 2019: $3,600,831Expenses 2019: $4,930,112Net Income 2019: -$1,329,2812019Revenue 2020: $10,088,384Expenses 2020: $5,783,535Net Income 2020: $4,304,8492020Revenue 2021: $6,831,685Expenses 2021: $6,959,881Net Income 2021: -$128,1962021Revenue 2022: $4,121,970Expenses 2022: $5,778,580Net Income 2022: -$1,656,6102022Revenue 2023: $4,894,053Expenses 2023: $5,995,775Net Income 2023: -$1,101,7222023Revenue 2024: $27,707,404Expenses 2024: $6,982,234Net Income 2024: $20,725,1702024

Highlighted filing

2020

Revenue$10,088,384
Expenses$5,783,535
Net Income$4,304,849
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 17, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER GRUNDNERPresident/Asst Secretary/TFT$222,072$48,967$271,039
ROBERT H BOLLING IIITrustee-$0--
WILLIAM L KITCHEL IIITreasurer/Trustee-$0--
E BRADFORD DUPONT JRChairman/Trustee-$0--
LEATRICE D ELLIMANSecretary/Trustee-$0--
AVERY STABLER TRAVISTrustee-$0--
W LAIRD STABLERVice President/Trustee-$0--
MARGARET L LAIRDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Welfare Foundation Inc
EIN
51-6015916
Phone
3026838245
Address
100 WEST 10TH STREET NO 1109, WILMINGTON, DE 19801

Signing Officer

Name
Christopher Grundner
Title
President and CEO
Phone
3026838245
Signed
2021-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Bumpers & Company
Address
1104 PHILADELPHIA PIKE, WILMINGTON, DE 19809-2031
Preparer
Douglas S Kook CPA
Phone
3027983300
Raw XML AppendixShowing 400 of 631 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15RA CAPITAL HEALTHCARE INTERNATIONAL QUALITY
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IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt062563
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt067308
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0605230
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0788950
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0605230
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0605230
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01073663
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0460570
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0460570
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt026030555
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IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01170000
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IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0109719
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt085289287
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt085350621
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt057984788
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt083421918
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0221092
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0568296
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IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt07250000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt02250000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt02250000
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt049185
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09920897
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt087156225
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0123698074
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01468655
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01805604
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt086757942
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt087156225
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt085289287
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt085350621
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0101735945
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01547830
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0850000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05082041
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1WELLINGTON MANAGEMENT COMPANY LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt156483
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT ADVICE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BOSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd044114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd102210
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/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt640.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6222072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt645807
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt63160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT H BOLLING III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM L KITCHEL III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2E BRADFORD DUPONT JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LEATRICE D ELLIMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4AVERY STABLER TRAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5W LAIRD STABLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6CHRISTOPHER GRUNDNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MARGARET L LAIRD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CHAIRMAN/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VICE PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6PRESIDENT/ASST SECRETARY/T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0100 W 10TH STREET SUITE 1109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1100 W 10TH STREET SUITE 1109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2100 W 10TH STREET SUITE 1109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3100 W 10TH STREET SUITE 1109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4100 W 10TH STREET SUITE 1109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5100 W 10TH STREET SUITE 1109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6100 W 10TH STREET SUITE 1109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7100 W 10TH STREET SUITE 1109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd219801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd319801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd419801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd519801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd619801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd719801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04882764
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04882764
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04882764
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,156,225
Liabilities
$1,805,604
Net assets
$85,350,621
Revenue
$10,088,384
Expenses
$5,783,535
Net income
$4,304,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$107$2.09$105$27.7$6.98$20.7
2023Detailed filing. Detailed filing data is available for this year.$79.0$0.87$78.2$4.89$6.00$1.10
2022Detailed filing. Detailed filing data is available for this year.$81.1$1.54$79.6$4.12$5.78$1.66
2021Detailed filing. Detailed filing data is available for this year.$84.9$2.56$82.3$6.83$6.96$0.13
2020Detailed filing. Detailed filing data is available for this year.$87.2$1.81$85.4$10.1$5.78$4.30
2019Summary only. Only limited summary data is available for this year.$86.8$1.47$3.60$4.93$1.33
2015Summary only. Only limited summary data is available for this year.$107$11.0$2.93$6.58$3.65
2014Summary only. Only limited summary data is available for this year.$102$1.87$13.2$6.12$7.04
2013Summary only. Only limited summary data is available for this year.$94.0$0.76$15.7$5.33$10.4
2012Summary only. Only limited summary data is available for this year.$84.4$1.30$3.37$6.00$2.64
2011Summary only. Only limited summary data is available for this year.$86.9$0.94$0.54$6.60$7.15