Civic Intelligence

Rockbridge Regional Library Foundation

990 • Fiscal year 2015 • EIN 54-1643261

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 17, 2015

Organization ProfileN/A
138 South Main StreetLexington, VA 24450

(540) 463-4324

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

338%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,309,129

Up $189,389 (+17%) from 2014

Net Assets

Up

$1,309,129

Up $189,389 (+17%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin96th percentile

Revenue

Up

$278,310

Up $214,836 (+338%) from 2014

Expenses

Up

$71,283

Up $18,842 (+36%) from 2014

Net Income

Up

$207,027

Up $195,994 (+1776%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $992,429Liabilities 2011: $0Net Assets 2011: $992,4292011Assets 2012: $1,024,676Liabilities 2012: $37,421Net Assets 2012: $987,2552012Assets 2013: $1,027,246Liabilities 2013: $0Net Assets 2013: $1,027,2462013Assets 2014: $1,119,740Liabilities 2014: $0Net Assets 2014: $1,119,7402014Assets 2015: $1,309,129Liabilities 2015: $0Net Assets 2015: $1,309,1292015Assets 2016: $1,291,019Liabilities 2016: $0Net Assets 2016: $1,291,0192016Assets 2017: $1,336,707Liabilities 2017: $0Net Assets 2017: $1,336,7072017Assets 2018: $1,374,663Liabilities 2018: $0Net Assets 2018: $1,374,6632018Assets 2019: $1,403,967Liabilities 2019: $0Net Assets 2019: $1,403,9672019Assets 2020: $1,439,067Liabilities 2020: $65,007Net Assets 2020: $1,374,0602020Assets 2021: $1,639,836Liabilities 2021: $0Net Assets 2021: $1,639,8362021Assets 2022: $1,538,286Liabilities 2022: $0Net Assets 2022: $1,538,2862022Assets 2023: $1,838,264Liabilities 2023: $0Net Assets 2023: $1,838,2642023Assets 2024: $1,987,520Liabilities 2024: $0Net Assets 2024: $1,987,5202024Assets 2025: $2,172,659Liabilities 2025: $0Net Assets 2025: $2,172,6592025

Highlighted filing

2015

Assets$1,309,129
Liabilities$0
Net Assets$1,309,129
Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $75,4882011Expenses 2012: $50,8922012Revenue 2013: $63,030Expenses 2013: $58,677Net Income 2013: $4,3532013Revenue 2014: $63,474Expenses 2014: $52,441Net Income 2014: $11,0332014Revenue 2015: $278,310Expenses 2015: $71,283Net Income 2015: $207,0272015Revenue 2016: $46,039Expenses 2016: $60,332Net Income 2016: -$14,2932016Revenue 2017: $79,273Expenses 2017: $69,664Net Income 2017: $9,6092017Revenue 2018: $69,877Expenses 2018: $70,879Net Income 2018: -$1,0022018Revenue 2019: $55,618Expenses 2019: $71,385Net Income 2019: -$15,7672019Revenue 2020: $60,110Expenses 2020: $95,294Net Income 2020: -$35,1842020Revenue 2021: $147,125Expenses 2021: $83,114Net Income 2021: $64,0112021Revenue 2022: $666,508Expenses 2022: $99,599Net Income 2022: $566,9092022Revenue 2023: $308,475Expenses 2023: $96,838Net Income 2023: $211,6372023Revenue 2024: $108,121Expenses 2024: $110,567Net Income 2024: -$2,4462024Revenue 2025: $149,128Expenses 2025: $120,068Net Income 2025: $29,0602025

Highlighted filing

2015

Revenue$278,310
Expenses$71,283
Net Income$207,027
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 17, 2015
Return Version
2014v5.0
Gross Receipts
$321,913
Mission and Program Overview

Mission

Support the rockbridge regional library

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,105,165$1,268,670▲ $163,505
Savings and Temporary Cash Investments$1,999$38,985▲ $36,986
Cash and Non-Interest-Bearing Accounts$12,226$1,124▼ $11,102
Prepaid Expenses and Deferred Charges$350$350→ $0
Total Assets$1,119,740$1,309,129▲ $189,389
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$549,855$777,080▲ $227,225
Unrestricted Net Assets$395,618$377,130▼ $18,488
Temporarily Rstr Net Assets$174,267$154,919▼ $19,348
Total Net Assets Fund Balance$1,119,740$1,309,129▲ $189,389
Total Liabilities and Net Assets / Fund Balance$1,119,740$1,309,129▲ $189,389

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$45,684--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,107,164$247,790▲ $5,556$52,855$1,307,655
2014$1,025,491$1,110▲ $131,718$51,155$1,107,164
2013$1,020,161$9,365▲ $74,759$78,794$1,025,491
2012$983,716$5,255▲ $31,190-$1,020,161
2011$850,526$12,045▲ $183,555-$983,716
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Ross WallerPresident
Laura KornegayDirector
Linda KrantzDirector
Paige WilliamsDirector
Sally WiantDirector
Doug HoranRep. Library Board
Percy NowlinRep. Library Board
Merrily TaylorRep. Friends of Library
Beverly SlaydonSecretary
Steve McallisterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$255,116
Program Service Revenue
$0
Investment Income
$23,194
Other Revenue
$0
All Other Contributions
$48,391
Change in Net Assets
$207,027

Audited Revenue Reconciliation

Revenue per Audited Statements
$278,310
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-17,638
Total Revenue per Audited Statements
$260,672
Total Revenue per Form 990
$278,310
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,355
Other Expenses$5,928
Total Fundraising Expense$185
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,355--$65,355
Fees for Services Accounting-$4,787-$4,787
Fees for Services Other-$359-$359
Insurance-$350-$350
Other Expenses-$55$185$55
Total Functional Expenses$65,355$5,743$185$71,283

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$71,283
Total Expenses per Audited Statements$71,283
Total Expenses per Form 990$71,283
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rockbridge Regional LibraryLexington, VA-Annual Operating Support$52,855
Rockbridge Regional LibraryLexington, VA-Bookmobile$12,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The finance and investments committee of the board of directors is responsible for assuring effective supervision and review.”

Form 990, Part VI, Section C, Line 19

“Hard copy is made available at the rockbridge regional library headquarters in lexington, virginia upon request.”

Filing and Contact Details

Filer

Filer Name
Rockbridge Regional Library Foundation
EIN
54-1643261
Phone
5404634324
Address
138 SOUTH MAIN STREET, LEXINGTON, VA 24450

Signing Officer

Name
Ross Waller
Title
President
Phone
5404634324
Signed
2015-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ross Waller
Formed
1992
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
David B Hawkins
Phone
5404637121
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The foundation has not made any changes in its committee structures or in the assignments and responsibilities given to them.”

Financial Statement Notes

PART V, LINE 4:

“Investment income from permanent endowment and board designated endowment is used to make grants to rockbridge regional library. Temporarily restricted amounts include $124,000 for buena vista branch.”

Raw XML AppendixShowing 400 of 527 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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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt042718
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt037015
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt042718
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt042718
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt065355
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt022637
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt022637
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt022637
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt065355
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt042718
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt065355
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt065355
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01214435
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01073669
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt06676
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt06991
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01207409
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01066328
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt018217
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt016105
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0350
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0350
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01196218
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01057564
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt041868
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt037015
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01214435
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01073669
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt041868
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt037015
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0546001156
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt065355
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROCKBRIDGE REGIONAL LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt065355
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.28720
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01107164
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0247790
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01307655
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05556
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt052855
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01025491
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01110
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01107164
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0131718
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt051155
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01020161
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt09365
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01025491
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt074759
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt078794
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0983716
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05255
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01020161
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031190
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt050
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0850526
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt012045
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0983716
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt062360
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0183555
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt071283
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-17638
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0129835
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1456500
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt297647
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3130119
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4292471
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt565128
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt627830
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt723456
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt845684
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD INFLATION PROTECTED SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VANGUARD TOTAL STOCK MARKET INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2VANGUARD SHORT TERM BOND INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3VANGUARD FTSE ALL WORLD EX US INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4VANGUARD INTERMEDIATE TERM TREASURY
IRS990ScheduleD/OtherSecuritiesGrp/Desc5VANGUAURD REIT INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc6ISHARES GOLD ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc7SPDR GOVERNMENT BOND ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc8POWER SHARES COMMODITY INDEX ETF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,309,129
Liabilities
$0
Net assets
$1,309,129
Revenue
$278,310
Expenses
$71,283
Net income
$207,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.15$0.12$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.11$0.11$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.31$0.10$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.67$0.10$0.57
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.15$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.07$1.37$0.06$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.06$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.07$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.05$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.28$0.07$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.06$0.05$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.06$0.06$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.04$0.99$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.08