Civic Intelligence

Rockbridge Regional Library Foundation

990 • Fiscal year 2024 • EIN 54-1643261

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

33rd percentile

-2.3%

Higher net margin than 33% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

8.1%

Faster asset growth than 60% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,987,520

Up $149,256 (+8.1%) from 2023

Net Assets

Up

$1,987,520

Up $149,256 (+8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin33rd percentile

Revenue

Down

$108,121

Down $200,354 (-65%) from 2023

Expenses

Up

$110,567

Up $13,729 (+14%) from 2023

Net Income

Down

-$2,446

Down $214,083 (-101%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2024

Assets$1,987,520
Liabilities$0
Net Assets$1,987,520
Open 2024 Filing

Operations Trend

Revenue Growth3rd 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

2024

Revenue$108,121
Expenses$110,567
Net Income-$2,446
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$300,663
Mission and Program Overview

Mission

Support the rockbridge regional library

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,834,131$1,984,145▲ $150,014
Cash and Non-Interest-Bearing Accounts$4,047$3,284▼ $763
Savings and Temporary Cash Investments$86$91▲ $5
Total Assets$1,838,264$1,987,520▲ $149,256
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,239,604$1,279,696▲ $40,092
Net Assets Without Donor Restrictions$598,660$707,824▲ $109,164
Total Net Assets Fund Balance$1,838,264$1,987,520▲ $149,256
Total Liabilities and Net Assets / Fund Balance$1,838,264$1,987,520▲ $149,256

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$64,009--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,834,217$50,823▲ $208,999$100,371$1,984,236
2022$1,534,013$268,765▲ $128,052$88,079$1,834,217
2021$1,633,296$153,142▼ $155,093$88,797$1,534,013
2020$1,371,892$26,886▲ $315,664$76,830$1,633,296
2019$1,397,988$4,581▲ $60,467$91,144$1,371,892
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Bruce McwilliamsPresident
Michael StricklerVice President
Isabelle ChewningDirector
Tom CamdenDirector
Bret KampfRep. Library Board
Jessica WhippleRep. Library Board
Julie GoyetteEx Officio
Janice BurguieresSecretary
Ross WallerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,824
Program Service Revenue
$0
Investment Income
$57,297
Other Revenue
$0
All Other Contributions
$50,824
Change in Net Assets
$-2,446

Audited Revenue Reconciliation

Revenue per Audited Statements
$98,689
Revenue Not Reported on Financial Statements
$9,432
Revenue Not Reported on Form 990
$151,702
Total Revenue per Audited Statements
$250,391
Total Revenue per Form 990
$108,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$92,764
Other Expenses$17,803
Total Fundraising Expense$613
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$92,764--$92,764
Fees for Service Investment Mgmnt Fees-$9,432-$9,432
Fees for Services Accounting-$4,075-$4,075
Fees for Services Other-$3,333-$3,333
Other Expenses--$613$613
Insurance-$350-$350
Total Functional Expenses$92,764$17,190$613$110,567

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$110,567
Expenses per Audited Statements$101,135
Total Expenses per Audited Statements$101,135
Expenses Not Reported on Financial Statements$9,432
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rockbridge Regional LibraryLexington, VA-Annual Operating Support$92,764
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 35% controlled entity
No
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
Ross Waller
Title
Treasurer
Phone
5404634324
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Mcwilliams
Formed
1992
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
Lucas C 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.”

Raw XML AppendixShowing 400 of 526 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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IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt061679
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt061679
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt092764
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt092764
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt081108
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt082159
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt060628
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0173872
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt092764
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt081108
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0142787
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt092764
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt061679
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt092764
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt092764
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/CurrentYearAmt01919590
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01762340
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt03665
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt06026
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01915925
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01751889
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt091
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt086
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt04425
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01919499
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01762254
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt067182
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt061679
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01919590
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01762340
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt067182
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt061679
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0546001156
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt092764
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROCKBRIDGE REGIONAL LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt092764
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/CYEndwmtFundGrp/AdministrativeExpensesAmt09432
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01834217
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt050823
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01984236
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0208999
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0100371
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08534
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01534013
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0268765
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01834217
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0128052
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt088079
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08535
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01633296
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0153142
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01534013
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-155093
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt088797
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04316
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01371892
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt026886
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01633296
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0315664
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt076830
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01397988
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt04581
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01371892
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060467
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt091144
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt09432
IRS990ScheduleD/ExpensesSubtotalAmt0101135
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt09432
IRS990ScheduleD/InvestmentExpensesNotIncldAmt09432
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0151702
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0133534
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1706377
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2147177
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3197131
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt498443
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt548762
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt646901
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7443238
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt854733
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt943840
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1064009
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/Desc4VANGUAURD REIT INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5ISHARES GOLD ETF

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,987,520
Liabilities
$0
Net assets
$1,987,520
Revenue
$108,121
Expenses
$110,567
Net income
-$2,446
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