Civic Intelligence

Perry Foundation Incorporated

990PF • Fiscal year 2020 • EIN 54-6036446

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
PO Box 8260Charlottesville, VA 22906

(434) 977-5679

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

48th percentile

4.3%

Faster asset growth than 48% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

2.7%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$22,432,169

Up $922,109 (+4.3%) from 2019

Net Assets

$22,432,169

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin80th percentile

Revenue

Up

$3,016,417

Up $79,064 (+2.7%) from 2019

Expenses

Up

$2,094,308

Up $42,272 (+2.1%) from 2019

Net Income

Up

$922,109

Up $36,792 (+4.2%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$40M$30M$20M$10M$0Assets 2011: $18,245,277Liabilities 2011: $02011Assets 2012: $18,137,337Liabilities 2012: $02012Assets 2013: $19,613,727Liabilities 2013: $02013Assets 2014: $20,930,894Liabilities 2014: $02014Assets 2015: $21,233,335Liabilities 2015: $02015Assets 2018: $20,624,743Liabilities 2018: $0Net Assets 2018: $20,624,7432018Assets 2019: $21,510,060Liabilities 2019: $02019Assets 2020: $22,432,169Liabilities 2020: $0Net Assets 2020: $22,432,1692020Assets 2021: $24,096,334Liabilities 2021: $0Net Assets 2021: $24,096,3342021Assets 2022: $30,414,944Liabilities 2022: $0Net Assets 2022: $30,414,9442022Assets 2023: $30,518,000Liabilities 2023: $0Net Assets 2023: $30,518,0002023Assets 2024: $31,847,018Liabilities 2024: $0Net Assets 2024: $31,847,0182024

Highlighted filing

2020

Assets$22,432,169
Liabilities$0
Net Assets$22,432,169
Open 2020 Filing

Operations Trend

Revenue Growth54th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $833,471Expenses 2011: $1,264,054Net Income 2011: -$430,5832011Revenue 2012: $1,185,161Expenses 2012: $1,293,101Net Income 2012: -$107,9402012Revenue 2013: $2,991,514Expenses 2013: $1,530,669Net Income 2013: $1,460,8452013Revenue 2014: $3,114,785Expenses 2014: $1,797,618Net Income 2014: $1,317,1672014Revenue 2015: $2,127,912Expenses 2015: $1,825,471Net Income 2015: $302,4412015Revenue 2018: $2,146,043Expenses 2018: $1,989,073Net Income 2018: $156,9702018Revenue 2019: $2,937,353Expenses 2019: $2,052,036Net Income 2019: $885,3172019Revenue 2020: $3,016,417Expenses 2020: $2,094,308Net Income 2020: $922,1092020Revenue 2021: $4,124,970Expenses 2021: $2,460,805Net Income 2021: $1,664,1652021Revenue 2022: $8,588,614Expenses 2022: $2,270,004Net Income 2022: $6,318,6102022Revenue 2023: $2,331,659Expenses 2023: $2,228,603Net Income 2023: $103,0562023Revenue 2024: $3,871,789Expenses 2024: $2,542,771Net Income 2024: $1,329,0182024

Highlighted filing

2020

Revenue$3,016,417
Expenses$2,094,308
Net Income$922,109
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN CABELL-MAINSTrustee-$0--
SUZANNE S BROOKSSecretary/Trustee-$0--
WADE TREMBLAYVice Pres/Trustee-$0--
PHILIP L SPARKSPres/TrusteePT$0--
DAN GOODALLTreas/Trustee-$0--
KARA O'BRIEN-COXTrustee-$0--
DONALD R MORINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Perry Foundation Inc
EIN
54-6036446
Phone
4349775679
Address
PO BOX 8260, CHARLOTTESVILLE, VA 22906

Signing Officer

Name
Philip L Sparks
Title
Trustee
Phone
4349775679
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
HANTZMON WIEBEL LLP CPA'S
Address
PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Helene H Downs
Phone
4342962156
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HILTON WORLDWIDE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ILLUMINA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ISHARES INTERMEDIATE GOVT CREDIT BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ISHARES NASDAQ BIOTECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44JP MORGAN CHASE AND COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45LAMAR ADVERTISING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LIBERTY BROADBAND SERIES C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LIVE NATION ENTERTAINMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MOODYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NESTLE S A SPNSD ADR REPSTING REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PEPSICO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SONY CORRP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TAKE-TWO INTERACTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67T-MOBILE US INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68UBER TECHNOLOGIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VANGUARD INTERMEDIATE BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VANGUARD SHORT TERM CORP BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VERTEX PHARMACEUTICALS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VISA INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WATSCO INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75XYLEM INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0331877
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0364079
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0453334
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02563016
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt067
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03016417
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03016417
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02563016
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01859590
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01859590
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0453334
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0453334
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0922109
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012324455
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02563016
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02886707
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt01415
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt01415
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt034936
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt034936
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0123944
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0123944
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05766
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt065766
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01904598
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0129710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02094308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03016417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03016417
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt045008
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0129710
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0234718
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0907
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09761439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02562862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02562862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012324301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02563016
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0922109
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt022432169
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt021510060
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt022432169
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01761171
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01761171
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01761171
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01801296
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt040125
IRS990PF/DistributableAmountGrp/TotalTaxAmt040125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt037399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt040125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt040125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt040125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt037399
IRS990PF/FMVAssetsEOYAmt040407200
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt010517745
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt010517745
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01386136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0925203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0965197
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017739903
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015809881
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt033712716
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010992315
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt011914424
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01914738
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05365208
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05365208
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt021510060
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt022432169
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt040407200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt021510060
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt022432169
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt021510060
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt022432169
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0469283
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0331877
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0364079
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt036574535
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04581031
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt031993504
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0548618

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Filings

Displayed year

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

Open filing
Assets
$22,432,169
Liabilities
$0
Net assets
$22,432,169
Revenue
$3,016,417
Expenses
$2,094,308
Net income
$922,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$3.87$2.54$1.33
2023Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$2.33$2.23$0.10
2022Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$8.59$2.27$6.32
2021Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$4.12$2.46$1.66
2020Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$3.02$2.09$0.92
2019Summary only. Only limited summary data is available for this year.$21.5$0.00$2.94$2.05$0.89
2018Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$2.15$1.99$0.16
2015Summary only. Only limited summary data is available for this year.$21.2$0.00$2.13$1.83$0.30
2014Summary only. Only limited summary data is available for this year.$20.9$0.00$3.11$1.80$1.32
2013Summary only. Only limited summary data is available for this year.$19.6$0.00$2.99$1.53$1.46
2012Summary only. Only limited summary data is available for this year.$18.1$0.00$1.19$1.29$0.11
2011Summary only. Only limited summary data is available for this year.$18.2$0.00$0.83$1.26$0.43