Civic Intelligence

Rockbridge Regional Library Foundation

990 • Fiscal year 2019 • EIN 54-1643261

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 16, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

10th percentile

-28%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

47th percentile

2.1%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,403,967

Up $29,304 (+2.1%) from 2018

Net Assets

Up

$1,403,967

Up $29,304 (+2.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin10th percentile

Revenue

Down

$55,618

Down $14,259 (-20%) from 2018

Expenses

Up

$71,385

Up $506 (+0.7%) from 2018

Net Income

Down

-$15,767

Down $14,765 (-1474%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2019

Assets$1,403,967
Liabilities$0
Net Assets$1,403,967
Open 2019 Filing

Operations Trend

Revenue Growth14th 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

2019

Revenue$55,618
Expenses$71,385
Net Income-$15,767
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 16, 2020
Return Version
2018v3.1
Gross Receipts
$179,631
Mission and Program Overview

Mission

Support the rockbridge regional library

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,351,542$1,393,904▲ $42,362
Cash and Non-Interest-Bearing Accounts$3,228$5,629▲ $2,401
Savings and Temporary Cash Investments$19,893$4,084▼ $15,809
Prepaid Expenses and Deferred Charges-$350-
Total Assets$1,374,663$1,403,967▲ $29,304
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$963,705$972,928▲ $9,223
Unrestricted Net Assets$410,958$431,039▲ $20,081
Total Net Assets Fund Balance$1,374,663$1,403,967▲ $29,304
Total Liabilities and Net Assets / Fund Balance$1,374,663$1,403,967▲ $29,304

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$68,225--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,371,435$7,000▲ $87,148$67,595$1,397,988
2018$1,334,725$10,000▲ $93,564$66,854$1,371,435
2017$1,286,620$19,000▲ $91,981$62,876$1,334,725
2016$1,307,655$4,478▲ $33,645$59,158$1,286,620
2015$1,107,164$247,790▲ $5,556$52,855$1,307,655
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
David DuganPresident
Sally WiantVice President
Bruce McwilliamsRep. Library Board
Jessica RasmussenRep. Library Board
Julie GoyetteEx Officio
Michael StricklerMember
Tinni SenMember
Beverly SlaydonSecretary
Ross WallerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,541
Program Service Revenue
$0
Investment Income
$42,077
Other Revenue
$0
All Other Contributions
$13,541
Change in Net Assets
$-15,767

Audited Revenue Reconciliation

Revenue per Audited Statements
$55,618
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$45,071
Total Revenue per Audited Statements
$100,689
Total Revenue per Form 990
$55,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,595
Other Expenses$3,790
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,595--$67,595
Fees for Services Accounting-$3,000-$3,000
Fees for Services Other-$385-$385
Insurance-$350-$350
Other Expenses-$55-$55
Total Functional Expenses$67,595$3,790$0$71,385

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$71,385
Total Expenses per Audited Statements$71,385
Total Expenses per Form 990$71,385
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$67,595
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 11B

“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
David Dugan
Title
President
Phone
5404634324
Signed
2020-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Dugan
Formed
1992
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
Lucas Penix
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 $126,423 for buena vista branch.”

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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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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt097387
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt067595
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt029792
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt076523
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt067595
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt046731
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt067595
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt067595
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/CurrentYearAmt01369212
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01355510
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt04429
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt02430
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01364433
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01353080
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt011989
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt020333
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0350
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01357223
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01335177
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt047503
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt046731
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01369212
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01355510
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt047503
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt046731
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0546001156
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt067595
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROCKBRIDGE REGIONAL LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt067595
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/BoardDesignatedBalanceEOYPct00.30410
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01371435
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01397988
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt087148
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt067595
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01334725
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01371435
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt093564
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt066854
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01286620
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt019000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01334725
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091981
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt062876
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01307655
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04478
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01286620
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt033645
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt059158
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01107164
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0247790
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01307655
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05556
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt052855
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt071385
IRS990ScheduleD/NetUnrealizedGainsInvstAmt045071
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0135395
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1497246
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2102088
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3141913
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4308463
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt568846
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt636815
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt734913
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt868225
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
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.55280

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,403,967
Liabilities
$0
Net assets
$1,403,967
Revenue
$55,618
Expenses
$71,385
Net income
-$15,767
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