Civic Intelligence

National Home Library Foundation

990PF • Fiscal year 2015 • EIN 52-6051013

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 26, 2016

3804 Williams LaneChevy Chase, MD 20815

(301) 986-4851

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

55th percentile

$2,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

62nd percentile

3.8%

Faster asset growth than 62% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

185%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$601,387

Up $21,749 (+3.8%) from 2014

Net Assets

Up

$601,387

Up $21,749 (+3.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$63,171

Up $41,044 (+185%) from 2014

Expenses

Down

$41,422

Down $32,723 (-44%) from 2014

Net Income

Up

$21,749

Up $73,767 (+142%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $596,059Liabilities 2011: $02011Assets 2012: $597,278Liabilities 2012: $02012Assets 2013: $631,656Liabilities 2013: $0Net Assets 2013: $631,6562013Assets 2014: $579,638Liabilities 2014: $0Net Assets 2014: $579,6382014Assets 2015: $601,387Liabilities 2015: $0Net Assets 2015: $601,3872015Assets 2016: $563,539Liabilities 2016: $0Net Assets 2016: $563,5392016Assets 2017: $572,623Liabilities 2017: $0Net Assets 2017: $572,6232017Assets 2018: $584,945Liabilities 2018: $0Net Assets 2018: $584,9452018Assets 2019: $582,681Liabilities 2019: $0Net Assets 2019: $582,6812019Assets 2020: $622,860Liabilities 2020: $0Net Assets 2020: $622,8602020Assets 2021: $637,893Liabilities 2021: $0Net Assets 2021: $637,8932021Assets 2022: $647,738Liabilities 2022: $0Net Assets 2022: $647,7382022Assets 2023: $631,409Liabilities 2023: $0Net Assets 2023: $631,4092023Assets 2024: $630,648Liabilities 2024: $0Net Assets 2024: $630,6482024

Highlighted filing

2015

Assets$601,387
Liabilities$0
Net Assets$601,387

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $17,732Expenses 2011: $44,516Net Income 2011: -$26,7842011Revenue 2012: $40,521Expenses 2012: $39,302Net Income 2012: $1,2192012Revenue 2013: $82,888Expenses 2013: $48,510Net Income 2013: $34,3782013Revenue 2014: $22,127Expenses 2014: $74,145Net Income 2014: -$52,0182014Revenue 2015: $63,171Expenses 2015: $41,422Net Income 2015: $21,7492015Revenue 2016: $21,542Expenses 2016: $59,390Net Income 2016: -$37,8482016Revenue 2017: $57,938Expenses 2017: $48,854Net Income 2017: $9,0842017Revenue 2018: $77,149Expenses 2018: $64,827Net Income 2018: $12,3222018Revenue 2019: $51,685Expenses 2019: $53,949Net Income 2019: -$2,2642019Revenue 2020: $72,643Expenses 2020: $32,464Net Income 2020: $40,1792020Revenue 2021: $101,541Expenses 2021: $86,508Net Income 2021: $15,0332021Revenue 2022: $84,124Expenses 2022: $74,279Net Income 2022: $9,8452022Revenue 2023: $47,340Expenses 2023: $63,669Net Income 2023: -$16,3292023Revenue 2024: $29,790Expenses 2024: $30,551Net Income 2024: -$7612024

Highlighted filing

2015

Revenue$63,171
Expenses$41,422
Net Income$21,749
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 26, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Director Joan Smith SahlgrenDirectorPT$2,000-$2,000
Ervin S DugganSecretary/Treas-$1,000-$1,000
Lynda J RobbPresident-$0--
Sue BellTrustee-$0--
Michael R GardnerTrustee-$0--
Kathleen McCampbell VanceDirector-$0--
Wendy BhagatTrustee-$0--
Ricardo M UrbinaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
National Home Library Foundation
EIN
52-6051013
Phone
3019864851
Address
3804 Williams Lane, Chevy Chase, MD 20815

Signing Officer

Name
Lynda J Robb
Title
President
Signed
2016-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Arkin and Company Chartered
Address
2200 RESEARCH BLVD STE 540, ROCKVILLE, MD 20850-3289
Preparer
Douglas P Arkin
Phone
3013401550
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt96787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt106178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-2847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-1369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt36513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt45493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt64444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt76706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt96787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt106178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-2847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-1369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt146610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt39482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt425000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt57662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt66540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt715390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt811542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1011857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1235000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1410000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt155000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1611479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt179521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt186348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1914798
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/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc00.000 Google Inc Cl C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100.000 Medtronic PLC USD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210.000 Alphabet Inc Cap Stk
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100.000 CVS Health Corp Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc425,000.000 Grapevine 4B Economic Dev Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100.000 Lowes Cos Inc Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc685.000 Medtronic Inc Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7200.000 Medtronic Inc Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8150.000 Medtronic Inc Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc95.000 MONSANTO CO NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10100.000 MONSANTO CO NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1130.000 O REILLY AUTOMATIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1235,000.000 PROCTER & GAMBLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1310,000.000 Tennessee HSG Dev Age Homeownership
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1410,000.000 Tennessee HSG Dev Age Homeownership
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc155,000.000 Tennessee HSG Dev Age Homeownership
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16200.000 WAL-MART STORES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17300.000 Whole Foods Mkt Inc Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18200.000 Whole Foods Mkt Inc Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19190.000 YUM BRANDS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt048067
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0110
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt021749
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0601387
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0579638
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0601387
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036039
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036039
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036039
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt037290
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01251
IRS990PF/DistributableAmountGrp/TotalTaxAmt01251
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01251
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01251
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01251
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01001
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0250
IRS990PF/FMVAssetsEOYAmt0794010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt035010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt027891
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt030970
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0400490
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0405769
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0591662
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt024973
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt024865
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0579638
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0601387
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt046126
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt022303
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt022303
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0579638
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0601387
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0794010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0579638
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0601387
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0579638
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0601387
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt098012
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0120451
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0124210
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0757151
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt079721
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0677430
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011357
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt037290
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0745794
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0757151
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt72000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lynda J Robb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sue Bell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ervin S Duggan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Michael R Gardner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Kathleen McCampbell Vance
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Wendy Bhagat
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Ricardo M Urbina

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.30$0.31$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.31$0.00$6.31$0.47$0.64$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.00$6.48$0.84$0.74$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.38$0.00$6.38$1.02$0.87$0.15
2020Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.73$0.32$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.00$5.83$0.52$0.54$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.00$5.85$0.77$0.65$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.00$5.73$0.58$0.49$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.22$0.59$0.38
2015Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.63$0.41$0.22
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.00$5.80$0.22$0.74$0.52
2013Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.83$0.49$0.34
2012Summary only. Only limited summary data is available for this year.$5.97$0.00$0.41$0.39$0.01
2011Summary only. Only limited summary data is available for this year.$5.96$0.00$0.18$0.45$0.27
Peer Organizations

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