Civic Intelligence

Public Welfare Foundation Inc.

990PF • Fiscal year 2017 • EIN 54-0597601

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 06, 2018

Organization Profile

View Organization Page

1200 U Street NorthwestWashington, DC 20009-4443

(202) 965-1800

Siviq Scores

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

Liabilities / Assets

14th percentile

0.03x

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

2017 filings • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

42nd percentile

0.46x

Higher debt load relative to revenue than 42% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Net Margin

56th percentile

7.2%

Higher net margin than 56% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$428,392

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2017 filings • $250M-$1B nonprofits • Source year 2017

Asset Growth

32nd percentile

3.1%

Faster asset growth than 32% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2015 to 2017

Revenue Growth

11th percentile

-7.4%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$513,754,962

Up $30,821,818 (+6.4%) from 2015

Net Assets

$500,386,438

No earlier filing loaded for comparison.

Liabilities

Down

$13,368,524

Down $1,573,226 (-11%) from 2015

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin56th percentile

Revenue

Down

$29,091,941

Down $4,802,893 (-14%) from 2015

Expenses

Up

$26,986,549

Up $1,581,589 (+6.2%) from 2015

Net Income

Down

$2,105,392

Down $6,384,482 (-75%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$800M$600M$400M$200M$0Assets 2010: $468,539,762Liabilities 2010: $14,839,469Net Assets 2010: $453,700,2932010Assets 2011: $449,848,072Liabilities 2011: $13,266,432Net Assets 2011: $436,581,6402011Assets 2012: $463,770,746Liabilities 2012: $16,541,013Net Assets 2012: $447,229,7332012Assets 2013: $488,153,146Liabilities 2013: $16,012,6852013Assets 2014: $521,537,931Liabilities 2014: $15,601,0612014Assets 2015: $482,933,144Liabilities 2015: $14,941,7502015Assets 2017: $513,754,962Liabilities 2017: $13,368,524Net Assets 2017: $500,386,4382017Assets 2018: $525,738,736Liabilities 2018: $12,936,398Net Assets 2018: $512,802,3382018Assets 2019: $516,078,603Liabilities 2019: $13,217,806Net Assets 2019: $502,860,7972019Assets 2020: $555,879,111Liabilities 2020: $25,199,497Net Assets 2020: $530,679,6142020Assets 2021: $643,943,705Liabilities 2021: $15,520,046Net Assets 2021: $628,423,6592021Assets 2022: $570,343,812Liabilities 2022: $15,039,586Net Assets 2022: $555,304,2262022Assets 2023: $567,506,423Liabilities 2023: $19,612,089Net Assets 2023: $547,894,3342023Assets 2024: $601,086,862Liabilities 2024: $17,306,617Net Assets 2024: $583,780,2452024

Highlighted filing

2017

Assets$513,754,962
Liabilities$13,368,524
Net Assets$500,386,438
Open 2017 Filing

Operations Trend

Revenue Growth11th percentile

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

$100M$50M$0-$50MExpenses 2010: $28,547,5622010Expenses 2011: $25,604,6242011Expenses 2012: $28,046,0642012Revenue 2013: $42,195,670Expenses 2013: $24,205,537Net Income 2013: $17,990,1332013Revenue 2014: $99,894,615Expenses 2014: $25,842,491Net Income 2014: $74,052,1242014Revenue 2015: $33,894,834Expenses 2015: $25,404,960Net Income 2015: $8,489,8742015Revenue 2017: $29,091,941Expenses 2017: $26,986,549Net Income 2017: $2,105,3922017Revenue 2018: $52,117,488Expenses 2018: $27,027,237Net Income 2018: $25,090,2512018Revenue 2019: $26,354,765Expenses 2019: $28,759,685Net Income 2019: -$2,404,9202019Revenue 2020: $41,854,063Expenses 2020: $26,876,677Net Income 2020: $14,977,3862020Revenue 2021: $26,951,766Expenses 2021: $28,067,691Net Income 2021: -$1,115,9252021Revenue 2022: $13,375,880Expenses 2022: $27,339,586Net Income 2022: -$13,963,7062022Revenue 2023: $13,393,238Expenses 2023: $40,014,035Net Income 2023: -$26,620,7972023Revenue 2024: $29,646,969Expenses 2024: $32,952,461Net Income 2024: -$3,305,4922024

Highlighted filing

2017

Revenue$29,091,941
Expenses$26,986,549
Net Income$2,105,392
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 6, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-PresidentFT$379,771$48,621$428,392
-CfaoFT$287,500$49,443$336,943
-Director-$6,000-$6,000
-Director-$6,000-$6,000
-Director-$6,000-$6,000
-Director-$6,000-$6,000
-Director-$6,000-$6,000
-Director-$6,000-$6,000
-Director-$6,000-$6,000
-Director-$6,000-$6,000
-Director-$6,000-$6,000
-Director-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Public Welfare Foundation Inc
EIN
54-0597601
Phone
2029651800
Address
1200 U Street Northwest, Washington, DC 20009-4443

Signing Officer

Name
Phillipa Taylor
Title
Cfao
Signed
2018-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Crowe Llp
Address
1455 Pennsylvania Avenue NW Suite 7, 00, Washington, DC 20004-1008
Preparer
Rachel Spurlock
Phone
2026245555
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01045319
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt023958087
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0751
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CLASS ACTION INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PARTNERSHIP INCOME/(LOSS)
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt020402
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt14138807
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-71425
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt029163366
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-71425
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt029091941
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt042517
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt085034
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013269864
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0685552
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt047719
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0733271
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt021066287
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020876628
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0391513
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0130328
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01045319
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02105392
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0751
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0751
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0175838625
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt0217567
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0217567
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt051056
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt049580
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023958087
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015973238
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0751
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0310998
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0304358
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01136610
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt055719
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01180292
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0371458
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0356206
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03524525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04087784
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0681574
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0785790
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01467364
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0317459
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt09741
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0325148
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt038697
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt08870
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt059720
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0212182
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01874
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0830908
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025198400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0952230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt026986549
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016925468
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt029091941
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04132113
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0952230
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06109921
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0108960
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0108960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0162568761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01397420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111872444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01397420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111872444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0163966181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111872444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FROM PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013269864
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02105392
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt022816249
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0500386438
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0475464797
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0500386438
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023863975
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023799316
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023863975
IRS990PF/DistributableAmountGrp/IncomeTaxAmt00
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023959048
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt064659
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0159732
IRS990PF/DistributableAmountGrp/TotalTaxAmt0159732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0252089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01311821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0159732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01152089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0900000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00

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Filings

Displayed year

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

Open filing
Assets
$513,754,962
Liabilities
$13,368,524
Net assets
$500,386,438
Revenue
$29,091,941
Expenses
$26,986,549
Net income
$2,105,392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$601$17.3$584$29.6$33.0$3.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$568$19.6$548$13.4$40.0$26.6
2022Detailed filing. Detailed filing data is available for this year.$570$15.0$555$13.4$27.3$14.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$644$15.5$628$27.0$28.1$1.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$556$25.2$531$41.9$26.9$15.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$516$13.2$503$26.4$28.8$2.40
2018Detailed filing. Detailed filing data is available for this year.$526$12.9$513$52.1$27.0$25.1
2017Detailed filing. Detailed filing data is available for this year.$514$13.4$500$29.1$27.0$2.11
2015Summary only. Only limited summary data is available for this year.$483$14.9$33.9$25.4$8.49
2014Summary only. Only limited summary data is available for this year.$522$15.6$99.9$25.8$74.1
2013Summary only. Only limited summary data is available for this year.$488$16.0$42.2$24.2$18.0
2012Detailed filing. Detailed filing data is available for this year.$464$16.5$447$28.0
2011Detailed filing. Detailed filing data is available for this year.$450$13.3$437$25.6
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$469$14.8$454$28.5