Civic Intelligence

Perry Foundation Incorporated

990PF • Fiscal year 2022 • EIN 54-6036446

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 10, 2023

Organization Profile
P O 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

15th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

88th percentile

26%

Faster asset growth than 88% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$30,414,944

Up $6,318,610 (+26%) from 2021

Net Assets

Up

$30,414,944

Up $6,318,610 (+26%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin93rd percentile

Revenue

Up

$8,588,614

Up $4,463,644 (+108%) from 2021

Expenses

Down

$2,270,004

Down $190,801 (-7.8%) from 2021

Net Income

Up

$6,318,610

Up $4,654,445 (+280%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2022

Assets$30,414,944
Liabilities$0
Net Assets$30,414,944
Open 2022 Filing

Operations Trend

Revenue Growth93rd 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

2022

Revenue$8,588,614
Expenses$2,270,004
Net Income$6,318,610
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th 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
P O BOX 8260, CHARLOTTESVILLE, VA 22906

Signing Officer

Name
Philip L Sparks
Title
Trustee
Phone
4349775679
Signed
2023-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Hantzmon Wiebel Llp
Address
PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Helene H Downs
Phone
4342962156
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALIGHT INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON.COM, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN TOWER CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICAN TOWER CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AUTODESK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BERKSHIRE HATHAWAY INC DE CI B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BLACK KNIGHT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BROOKFIELD ASSET MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BROOKFIELD ASSET MANAGEMENT INC. VOTING SHS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BROOKFIELD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BROOKFIELD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CANNAE HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CARMAX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CORTERRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COSTCO WHOLSALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DISH NETWORK CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DISNEY WALT COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DRAFTKINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ENOVIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EOG RES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ESAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ETSY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EVOQUA WATER TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FAIRFAX FINANCIAL HOLDING PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FIDELITY NATIONAL FINANCIAL INC GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GOOGLE INC, CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39GOOGLE INC. CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44JP MORGAN CHASE AND COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45LAMAR ADVERTISING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LIVE NATION ENTERTAINMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MOBILEYE GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MOODYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NOVO NORDISK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58POOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PTC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SERVICES NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TAKE-TWO INTERACTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65T-MOBILE US INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VANGUARD INDEX S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VISA INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WATSCO INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71XYLEM INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0546175
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08042250
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0189
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08588614
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08588614
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08042250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01966133
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01966133
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0546175
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0546175
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06318610
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt020934946
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0189
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0189
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08042250
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08472277
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt039083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt041420
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0113805
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0113805
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02532
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0134382
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02019480
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0116337
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02270004
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08588614
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08588614
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt053347
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0116337
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0303871
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt06564
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012892696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08042250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08042250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt020934946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08042250
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06318610
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt030414944
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt024096334
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt030414944
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01825757
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01825757
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01825757
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01943522
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0117765
IRS990PF/DistributableAmountGrp/TotalTaxAmt0117765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt021370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0119385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0117765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt021370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0117765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0117765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0139385
IRS990PF/FMVAssetsEOYAmt036225654
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt010517745
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt010517745
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01445050
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04522404
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04434147
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016605639
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt024235099
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt030134092
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt022
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0-4
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013578589
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt019897199
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06045645
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01657419
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01657419
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt024096334

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,414,944
Liabilities
$0
Net assets
$30,414,944
Revenue
$8,588,614
Expenses
$2,270,004
Net income
$6,318,610
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