Civic Intelligence

The Millstream Fund Inc C/O Withumsmithbrown PC

990PF • Fiscal year 2019 • EIN 52-1472819

Dec 01, 2018 to Nov 30, 2019 • Filed on Oct 14, 2020

Organization Profile
4600 EAST-WEST HIGHWAY Suite 900Bethesda, MD 20814-3423

(301) 272-6000

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

69th percentile

9.7%

Faster asset growth than 69% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-9.5%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$9,955,330

Up $877,403 (+9.7%) from 2018

Net Assets

Up

$9,955,330

Up $877,403 (+9.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin85th percentile

Revenue

Down

$2,193,613

Down $231,466 (-9.5%) from 2018

Expenses

Up

$1,316,210

Up $196,514 (+18%) from 2018

Net Income

Down

$877,403

Down $427,980 (-33%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $4,379,778Liabilities 2011: $02011Assets 2012: $4,326,214Liabilities 2012: $02012Assets 2013: $4,663,177Liabilities 2013: $02013Assets 2014: $5,518,309Liabilities 2014: $02014Assets 2015: $6,597,405Liabilities 2015: $02015Assets 2017: $7,772,544Liabilities 2017: $0Net Assets 2017: $7,772,5442017Assets 2018: $9,077,927Liabilities 2018: $0Net Assets 2018: $9,077,9272018Assets 2019: $9,955,330Liabilities 2019: $0Net Assets 2019: $9,955,3302019Assets 2020: $11,811,614Liabilities 2020: $0Net Assets 2020: $11,811,6142020Assets 2021: $14,236,541Liabilities 2021: $0Net Assets 2021: $14,236,5412021Assets 2022: $15,367,729Liabilities 2022: $0Net Assets 2022: $15,367,7292022Assets 2023: $15,748,064Liabilities 2023: $0Net Assets 2023: $15,748,0642023Assets 2024: $16,891,871Liabilities 2024: $0Net Assets 2024: $16,891,8712024

Highlighted filing

2019

Assets$9,955,330
Liabilities$0
Net Assets$9,955,330
Open 2019 Filing

Operations Trend

Revenue Growth24th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $859,062Expenses 2011: $933,250Net Income 2011: -$74,1882011Revenue 2012: $873,090Expenses 2012: $926,654Net Income 2012: -$53,5642012Revenue 2013: $1,170,078Expenses 2013: $833,115Net Income 2013: $336,9632013Revenue 2014: $1,747,979Expenses 2014: $892,847Net Income 2014: $855,1322014Revenue 2015: $1,930,858Expenses 2015: $851,762Net Income 2015: $1,079,0962015Revenue 2017: $1,611,570Expenses 2017: $1,040,776Net Income 2017: $570,7942017Revenue 2018: $2,425,079Expenses 2018: $1,119,696Net Income 2018: $1,305,3832018Revenue 2019: $2,193,613Expenses 2019: $1,316,210Net Income 2019: $877,4032019Revenue 2020: $3,491,374Expenses 2020: $1,635,090Net Income 2020: $1,856,2842020Revenue 2021: $3,992,315Expenses 2021: $1,567,388Net Income 2021: $2,424,9272021Revenue 2022: $4,553,006Expenses 2022: $3,421,818Net Income 2022: $1,131,1882022Revenue 2023: $2,777,474Expenses 2023: $2,397,139Net Income 2023: $380,3352023Revenue 2024: $3,788,554Expenses 2024: $2,644,747Net Income 2024: $1,143,8072024

Highlighted filing

2019

Revenue$2,193,613
Expenses$1,316,210
Net Income$877,403
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Oct 14, 2020
Return Version
2018v3.3
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOPE ALDRICHPresident-$0--
PHOEBE JANE WINTHROPSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Millstream Fund Inc
EIN
52-1472819
In Care Of
% PHOEBE JANE WINTHROP
Phone
3012726000
Address
4600 EAST-WEST HIGHWAY Suite 900, BETHESDA, MD 20814-3423

Signing Officer

Name
Phoebe Jane Winthrop
Title
Secretary-treasurer
Phone
3012726000
Signed
2020-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Richard L Ruvelson
Phone
3012726000
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0940712
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0945
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0945
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt077176
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt077176
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt046025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01192309
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt077901
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01316210
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01018613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02193613
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09309
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt077901
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0133210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03087938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12173162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-117368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1944838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-126047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1944838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02961891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13118000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PFIZER INC SECURITIES LITIGATION PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0827509
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0877403
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09955330
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09077927
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09955330
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0577283
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0577283
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0577283
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0596097
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018814
IRS990PF/DistributableAmountGrp/TotalTaxAmt018814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt021311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt032125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt021311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040125
IRS990PF/FMVAssetsEOYAmt013271365
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0131517
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt067483
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt067483
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08789437
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09771396
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013087431
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09077927
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09955330
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0156973
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0116451
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0116451
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09077927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09955330
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013271365
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09077927
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09955330
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09077927
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09955330
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012103495
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0318374
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011785121
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0181552
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0596097
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011921943
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012103495
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0NUVEEN ASSET MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt070074
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt025604 NETWORK PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0606731256
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HOPE ALDRICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PHOEBE JANE WINTHROP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O WITHUMSMITHBROWN PC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13722 BENTON STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt04600 EAST WEST HIGHWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0208143423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120007
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01319056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01328463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01036173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0981102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0919879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0772734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0816000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.110641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.095078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.111768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.120809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.103395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.122156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt09407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt011921943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010898081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08777990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07614325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07473578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06679956
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01192309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.553206
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01192309
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01192309
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01192309
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,955,330
Liabilities
$0
Net assets
$9,955,330
Revenue
$2,193,613
Expenses
$1,316,210
Net income
$877,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$3.79$2.64$1.14
2023Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$2.78$2.40$0.38
2022Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$4.55$3.42$1.13
2021Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$3.99$1.57$2.42
2020Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$3.49$1.64$1.86
2019Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$2.19$1.32$0.88
2018Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$2.43$1.12$1.31
2017Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$1.61$1.04$0.57
2015Summary only. Only limited summary data is available for this year.$6.60$0.00$1.93$0.85$1.08
2014Summary only. Only limited summary data is available for this year.$5.52$0.00$1.75$0.89$0.86
2013Summary only. Only limited summary data is available for this year.$4.66$0.00$1.17$0.83$0.34
2012Summary only. Only limited summary data is available for this year.$4.33$0.00$0.87$0.93$0.05
2011Summary only. Only limited summary data is available for this year.$4.38$0.00$0.86$0.93$0.07