Civic Intelligence

Bender Foundation Inc.

990PF • Fiscal year 2020 • EIN 52-6054193

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
1150 Connecticut Avenue NW NoWashington, DC 20036

(202) 828-9000

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.04x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

17th percentile

-13%

Higher net margin than 17% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

30th percentile

$232,992

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

41st percentile

3.4%

Faster asset growth than 41% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

32%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$148,143,840

Up $4,869,907 (+3.4%) from 2019

Net Assets

Up

$147,881,175

Up $4,717,608 (+3.3%) from 2019

Liabilities

Up

$262,665

Up $152,299 (+138%) from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin17th percentile

Revenue

Up

$6,524,127

Up $1,564,679 (+32%) from 2019

Expenses

Down

$7,352,785

Down $46,003 (-0.6%) from 2019

Net Income

Up

-$828,658

Up $1,610,682 (+66%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$200M$150M$100M$50M$0Assets 2011: $45,187,689Liabilities 2011: $40,8472011Assets 2012: $53,843,657Liabilities 2012: $02012Assets 2013: $59,508,984Liabilities 2013: $02013Assets 2014: $62,759,841Liabilities 2014: $84,7962014Assets 2017: $142,229,439Liabilities 2017: $96,266Net Assets 2017: $142,133,1732017Assets 2018: $132,595,429Liabilities 2018: $61,060Net Assets 2018: $132,534,3692018Assets 2019: $143,273,933Liabilities 2019: $110,366Net Assets 2019: $143,163,5672019Assets 2020: $148,143,840Liabilities 2020: $262,665Net Assets 2020: $147,881,1752020Assets 2021: $164,083,269Liabilities 2021: $134,838Net Assets 2021: $163,948,4312021Assets 2022: $142,468,997Liabilities 2022: $164,905Net Assets 2022: $142,304,0922022Assets 2023: $150,627,977Liabilities 2023: $75,130Net Assets 2023: $150,552,8472023Assets 2024: $157,361,161Liabilities 2024: $3,000Net Assets 2024: $157,358,1612024

Highlighted filing

2020

Assets$148,143,840
Liabilities$262,665
Net Assets$147,881,175
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

$40M$20M$0-$20MRevenue 2011: $5,771,520Expenses 2011: $2,323,712Net Income 2011: $3,447,8082011Revenue 2012: $10,248,276Expenses 2012: $2,637,928Net Income 2012: $7,610,3482012Revenue 2013: $7,305,126Expenses 2013: $3,021,963Net Income 2013: $4,283,1632013Revenue 2014: $7,327,612Expenses 2014: $3,333,705Net Income 2014: $3,993,9072014Revenue 2017: $7,712,542Expenses 2017: $25,230,635Net Income 2017: -$17,518,0932017Revenue 2018: $7,644,567Expenses 2018: $7,056,849Net Income 2018: $587,7182018Revenue 2019: $4,959,448Expenses 2019: $7,398,788Net Income 2019: -$2,439,3402019Revenue 2020: $6,524,127Expenses 2020: $7,352,785Net Income 2020: -$828,6582020Revenue 2021: $9,597,789Expenses 2021: $7,031,633Net Income 2021: $2,566,1562021Revenue 2022: $5,508,584Expenses 2022: $8,812,379Net Income 2022: -$3,303,7952022Revenue 2023: $4,245,094Expenses 2023: $8,106,468Net Income 2023: -$3,861,3742023Revenue 2024: $7,781,782Expenses 2024: $7,761,224Net Income 2024: $20,5582024

Highlighted filing

2020

Revenue$6,524,127
Expenses$7,352,785
Net Income-$828,658
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE BENDER SILVERPresidentFT$188,311$44,681$232,992
JASON BELINKIEDirectorPT$117,227-$117,227
BARBARA A BENDERVice PresidentPT$12,000$49,103$61,103
DAVID S BENDERVP/Treasurer/SecretaryPT$12,000-$12,000
JENA RILEYDirectorPT$2,800-$2,800
DAVID SILVERDirectorPT$2,300-$2,300
NIKKI BENDER COLEDirectorPT$1,800-$1,800
NANETTE BENDERDirectorPT$0--
JAKE BENDERDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Bender Foundation Inc
EIN
52-6054193
Phone
2028289000
Address
1150 CONNECTICUT AVENUE NW NO, WASHINGTON, DC 20036

Signing Officer

Name
Julie B Silver
Title
President
Phone
2028289000
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
1445 RESEARCH BOULEVARD 300, ROCKVILLE, MD 20850
Preparer
Jane Brooks Horn
Phone
3019796000
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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/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0257833
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0382433
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt062390
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt063594
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0141319
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt040289
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt040953
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06666726
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0545841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07352785
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06510755
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06524127
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0551726
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0545841
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01237785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02006-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt038879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2462301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31216839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt440121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5917815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6133206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7109999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8106183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-38879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-5729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt546590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-13129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt814758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101775580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-38879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-5729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt546590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-13129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt814758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101775580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1456572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21215059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt338534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4964405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5135786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt696870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7120941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91775580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PARTNERSHIP INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VONTIER CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MERRILL LYNCH # 02038 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MERRILL LYNCH # 02038 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4TEMPUR SEALY INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MERRILL LYNCH # 02044 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MERRILL LYNCH # 02044 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MERRILL LYNCH # 02041 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MERRILL LYNCH # 02041 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9IBERDROLA SA BILBOA-CASH IN LIEU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01778425
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-828658
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05546266
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0147881175
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0143163567
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0147881175
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07093483
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07093483
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07093483
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07176395
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt082912
IRS990PF/DistributableAmountGrp/TotalTaxAmt082912
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0228622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0211534
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0100000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt082912
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0228622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt082912
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt082912
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0311534
IRS990PF/FMVAssetsEOYAmt0148143840
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0110366
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0262665
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt042254
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt08839
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt042254
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt042254
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0732861
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0140857
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0140857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt018990577
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt019804110
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt019804110
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt045451208
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt050904455
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt050904455
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01310211
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01155335
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01155335
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt031169242
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt034359867
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt034359867
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt038763905
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt041348422
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt038763905
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt038763905
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt012745
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt012745
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt033760
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt033760
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0143163567
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0147881175
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04262573
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02926552
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02926552
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0143273933
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0148143840
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0148143840
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0110366
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0262665
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0143273933
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0148143840
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0143163567
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0147881175
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0145713607
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04031425

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Filings

Displayed year

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

Open filing
Assets
$148,143,840
Liabilities
$262,665
Net assets
$147,881,175
Revenue
$6,524,127
Expenses
$7,352,785
Net income
-$828,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$157$0.00$157$7.78$7.76$0.02
2023Detailed filing. Detailed filing data is available for this year.$151$0.08$151$4.25$8.11$3.86
2022Detailed filing. Detailed filing data is available for this year.$142$0.16$142$5.51$8.81$3.30
2021Detailed filing. Detailed filing data is available for this year.$164$0.13$164$9.60$7.03$2.57
2020Detailed filing. Detailed filing data is available for this year.$148$0.26$148$6.52$7.35$0.83
2019Detailed filing. Detailed filing data is available for this year.$143$0.11$143$4.96$7.40$2.44
2018Detailed filing. Detailed filing data is available for this year.$133$0.06$133$7.64$7.06$0.59
2017Detailed filing. Detailed filing data is available for this year.$142$0.10$142$7.71$25.2$17.5
2014Summary only. Only limited summary data is available for this year.$62.8$0.08$7.33$3.33$3.99
2013Summary only. Only limited summary data is available for this year.$59.5$0.00$7.31$3.02$4.28
2012Summary only. Only limited summary data is available for this year.$53.8$0.00$10.2$2.64$7.61
2011Summary only. Only limited summary data is available for this year.$45.2$0.04$5.77$2.32$3.45