Civic Intelligence

Diane & Norman Bernstein Foundation Inc

990PF • Fiscal year 2017 • EIN 52-6047356

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization Profile
5301 Wisconsin Avenue NW No 500Washington, DC 20015

(202) 363-6301

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

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

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

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

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

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

Asset Growth

87th percentile

24%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$21,728,614

Up $4,162,873 (+24%) from 2016

Net Assets

Up

$21,719,221

Up $4,278,258 (+25%) from 2016

Liabilities

Down

$9,393

Down $115,385 (-92%) from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin84th percentile

Revenue

Up

$2,478,491

Up $382,405 (+18%) from 2016

Expenses

Down

$1,572,538

Down $131,849 (-7.7%) from 2016

Net Income

Up

$905,953

Up $514,254 (+131%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$150M$100M$50M$0Assets 2010: $14,058,145Liabilities 2010: $19,570Net Assets 2010: $14,038,5752010Assets 2011: $14,964,848Liabilities 2011: $0Net Assets 2011: $14,964,8482011Assets 2012: $16,484,688Liabilities 2012: $0Net Assets 2012: $16,484,6882012Assets 2013: $18,832,740Liabilities 2013: $8,383Net Assets 2013: $18,824,3572013Assets 2014: $20,878,727Liabilities 2014: $1,016,025Net Assets 2014: $19,862,7022014Assets 2015: $19,192,908Liabilities 2015: $47,552Net Assets 2015: $19,145,3562015Assets 2016: $17,565,741Liabilities 2016: $124,778Net Assets 2016: $17,440,9632016Assets 2017: $21,728,614Liabilities 2017: $9,393Net Assets 2017: $21,719,2212017Assets 2018: $25,234,288Liabilities 2018: $10,200Net Assets 2018: $25,224,0882018Assets 2019: $28,002,007Liabilities 2019: $10,200Net Assets 2019: $27,991,8072019Assets 2020: $30,570,417Liabilities 2020: $2,300Net Assets 2020: $30,568,1172020Assets 2021: $45,024,303Liabilities 2021: $3,627,778Net Assets 2021: $41,396,5252021Assets 2022: $105,356,289Liabilities 2022: $12022Assets 2023: $113,973,980Liabilities 2023: $62,1262023Assets 2024: $111,425,091Liabilities 2024: $125,160Net Assets 2024: $111,299,9312024

Highlighted filing

2017

Assets$21,728,614
Liabilities$9,393
Net Assets$21,719,221
Open 2017 Filing

Operations Trend

Revenue Growth72nd percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $1,025,6422010Expenses 2011: $1,443,5012011Expenses 2012: $1,350,2002012Revenue 2013: $2,661,048Expenses 2013: $1,403,944Net Income 2013: $1,257,1042013Revenue 2014: $2,483,279Expenses 2014: $1,479,551Net Income 2014: $1,003,7282014Revenue 2015: $1,836,996Expenses 2015: $1,536,368Net Income 2015: $300,6282015Revenue 2016: $2,096,086Expenses 2016: $1,704,387Net Income 2016: $391,6992016Revenue 2017: $2,478,491Expenses 2017: $1,572,538Net Income 2017: $905,9532017Revenue 2018: $8,147,017Expenses 2018: $1,979,392Net Income 2018: $6,167,6252018Revenue 2019: $4,487,719Expenses 2019: $3,405,023Net Income 2019: $1,082,6962019Revenue 2020: $6,776,587Expenses 2020: $2,554,261Net Income 2020: $4,222,3262020Revenue 2021: $16,118,436Expenses 2021: $5,202,275Net Income 2021: $10,916,1612021Revenue 2022: $71,249,301Expenses 2022: $6,389,188Net Income 2022: $64,860,1132022Revenue 2023: $18,590,901Expenses 2023: $9,833,903Net Income 2023: $8,756,9982023Revenue 2024: $8,161,476Expenses 2024: $10,739,908Net Income 2024: -$2,578,4322024

Highlighted filing

2017

Revenue$2,478,491
Expenses$1,572,538
Net Income$905,953
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Norman BernsteinChairman-$0--
Diane BernsteinPresident Emeritus-$0--
Susan Amy BernsteinDirector-$0--
Elizabeth B NortonVice President-$0--
Joshua Benjamin BernsteinPresident-$0--
Kelly LynchExecutive Director And Tre-$0--
Celia Ellen BernsteinDirector-$0--
Marianne Bernstein KalbDirector-$0--
Nancy Bernstein SchoenDirector-$0--
Robert SchoenDirector-$0--
Robert KalbDirector-$0--
Lisa BernsteinDirector-$0--
Robert NortonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Diane & Norman Bernstein Foundation Inc
EIN
52-6047356
Phone
2023636301
Address
5301 Wisconsin Avenue NW No 500, Washington, DC 20015

Signing Officer

Name
Joshua Bernstein
Title
Treasurer
Phone
2023636301
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Hertzbach & Company PA
Address
1530 Wilson Blvd 700, Arlington, VA 22209
Preparer
Bret D Carr CPA
Phone
7033516600
Raw XML AppendixShowing 400 of 917 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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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017565741
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021728614
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023271373
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0124778
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt09393
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017565741
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06247474
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0316397
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt014395854
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01038838
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt120
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Norman Bernstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Diane Bernstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Susan Amy Bernstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Elizabeth B Norton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Joshua Benjamin Bernstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Kelly Lynch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Celia Ellen Bernstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Marianne Bernstein Kalb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Nancy Bernstein Schoen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Robert Schoen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Robert Kalb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11Lisa Bernstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12Robert Norton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President Emeritus
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Executive Director and Tre
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05301 Wisconsin Avenue NW Suite 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15301 Wisconsin Avenue NW Suite 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt221 Alpine Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33725 Harrison Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45301 Wisconsin Avenue NW Suite 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt53617 Fessenden Street NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6513 Almar Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt762 Livingston Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt81425 Wightman Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt91425 Wightman Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1062 Livingston Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt115301 Wisconsin Avenue NW Suite 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt123725 Harrison Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Washington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Washington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Cambridge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Washington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Washington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Washington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Pacific Palisades
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7New Haven
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Pittsburgh
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9Pittsburgh
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm10New Haven
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm11Washington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm12Washington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd10CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd11DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd12DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202138
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd320015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd420015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd520008
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd690272
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd706511
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd815217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd915217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1006511
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1120015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1220015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01089700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01104990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01093980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01072677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0984167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0936584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0896011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.056699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt015290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt020776764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt019901493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt021647262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt019794870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt018256577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt015803060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01117910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.262241
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01102620
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01117910

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$21,728,614
Liabilities
$9,393
Net assets
$21,719,221
Revenue
$2,478,491
Expenses
$1,572,538
Net income
$905,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$111$0.13$111$8.16$10.7$2.58
2023Summary only. Only limited summary data is available for this year.$114$0.06$18.6$9.83$8.76
2022Summary only. Only limited summary data is available for this year.$105$0.00$71.2$6.39$64.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.0$3.63$41.4$16.1$5.20$10.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$0.00$30.6$6.78$2.55$4.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.0$0.01$28.0$4.49$3.41$1.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$0.01$25.2$8.15$1.98$6.17
2017Detailed filing. Detailed filing data is available for this year.$21.7$0.01$21.7$2.48$1.57$0.91
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.12$17.4$2.10$1.70$0.39
2015Detailed filing. Detailed filing data is available for this year.$19.2$0.05$19.1$1.84$1.54$0.30
2014Detailed filing. Detailed filing data is available for this year.$20.9$1.02$19.9$2.48$1.48$1.00
2013Detailed filing. Detailed filing data is available for this year.$18.8$0.01$18.8$2.66$1.40$1.26
2012Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$1.35
2011Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.44
2010Detailed filing. Detailed filing data is available for this year.$14.1$0.02$14.0$1.03