Civic Intelligence

Herndon Foundation

990PF • Fiscal year 2022 • EIN 54-6060809

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 17, 2023

Organization Profile
9030 Stony Point Pkwy 505Richmond, VA 23235

(804) 560-4119

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

25th percentile

-6.2%

Higher net margin than 25% 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

18th percentile

-11%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

15th percentile

-42%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$27,022,319

Down $3,359,042 (-11%) from 2021

Net Assets

$27,022,319

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin25th percentile

Revenue

Down

$5,294,934

Down $3,804,377 (-42%) from 2021

Expenses

Up

$5,624,613

Up $1,261,449 (+29%) from 2021

Net Income

Down

-$329,679

Down $5,065,826 (-107%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$80M$60M$40M$20M$0Assets 2011: $16,678,042Liabilities 2011: $02011Assets 2012: $22,266,142Liabilities 2012: $02012Assets 2013: $27,219,379Liabilities 2013: $02013Assets 2014: $27,001,302Liabilities 2014: $02014Assets 2015: $26,156,537Liabilities 2015: $02015Assets 2017: $28,904,985Liabilities 2017: $0Net Assets 2017: $28,904,9852017Assets 2018: $29,317,179Liabilities 2018: $0Net Assets 2018: $29,317,1792018Assets 2019: $27,569,722Liabilities 2019: $0Net Assets 2019: $27,569,7222019Assets 2020: $25,755,396Liabilities 2020: $0Net Assets 2020: $25,755,3962020Assets 2021: $30,381,361Liabilities 2021: $12021Assets 2022: $27,022,319Liabilities 2022: $0Net Assets 2022: $27,022,3192022Assets 2023: $41,497,576Liabilities 2023: $12023Assets 2024: $61,989,429Liabilities 2024: $0Net Assets 2024: $61,989,4292024

Highlighted filing

2022

Assets$27,022,319
Liabilities$0
Net Assets$27,022,319
Open 2022 Filing

Operations Trend

Revenue Growth15th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $890,663Expenses 2011: $1,710,883Net Income 2011: -$820,2202011Revenue 2012: $7,885,733Expenses 2012: $2,297,633Net Income 2012: $5,588,1002012Revenue 2013: $8,280,898Expenses 2013: $3,327,661Net Income 2013: $4,953,2372013Revenue 2014: $3,616,689Expenses 2014: $3,834,766Net Income 2014: -$218,0772014Revenue 2015: $2,534,812Expenses 2015: $3,379,577Net Income 2015: -$844,7652015Revenue 2017: $3,381,871Expenses 2017: $4,204,671Net Income 2017: -$822,8002017Revenue 2018: $3,464,296Expenses 2018: $5,338,402Net Income 2018: -$1,874,1062018Revenue 2019: $3,145,068Expenses 2019: $4,830,913Net Income 2019: -$1,685,8452019Revenue 2020: $2,475,680Expenses 2020: $4,272,097Net Income 2020: -$1,796,4172020Revenue 2021: $9,099,311Expenses 2021: $4,363,164Net Income 2021: $4,736,1472021Revenue 2022: $5,294,934Expenses 2022: $5,624,613Net Income 2022: -$329,6792022Revenue 2023: $22,490,045Expenses 2023: $6,043,237Net Income 2023: $16,446,8082023Revenue 2024: $16,133,487Expenses 2024: $6,073,000Net Income 2024: $10,060,4872024

Highlighted filing

2022

Revenue$5,294,934
Expenses$5,624,613
Net Income-$329,679
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 17, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM M GOTTWALDTrusteePT$0--
JAMES T GOTTWALDTrusteePT$0--
JOHN D GOTTWALDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Herndon Foundation
EIN
54-6060809
Phone
8045604119
Address
9030 STONY POINT PKWY 505, RICHMOND, VA 23235

Signing Officer

Name
William M Gottwald
Title
Trustee
Phone
8045604119
Signed
2023-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1001 WATER ST STE 500, TAMPA, FL 33602
Preparer
Kristen Barnett
Phone
8133162300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NEWMARKET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SAFETY INSURANCE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TREDEGAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76W P CAREY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77WATSCO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01748344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt128627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt220134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SJC III PARTNERSHIP INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1STYX INTERNATIONAL LTD. INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PA COINVESTMENT FUND III PARTNERSHIP INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01748344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt128627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt220134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01885954
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02864081
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06731
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0252786
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05009552
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05009552
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02864081
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05358500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05358500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0285382
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01885954
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01885954
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-329679
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06607423
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06731
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06731
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02864081
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04718409
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014379
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014379
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0108233
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0252786
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt039293
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0122423
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0161716
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07038
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt084518
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05400543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0146590
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05624613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04864999
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05294934
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt042043
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0146590
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0266113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01771833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11971509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0203845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12657660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0203845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12657660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01975678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14629169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS FROM PASSTHROUGHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02864081
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-329679
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt078475
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt049251
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt027100794
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt027381222
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt027022319
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05740268
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05740268
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05740268
IRS990PF/DistributableAmountGrp/IncomeTaxAmt03605
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05809459
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt065586
IRS990PF/DistributableAmountGrp/TotalTaxAmt069191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt047924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt082480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt032000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt065586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt047924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt065586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt065586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0114480
IRS990PF/FMVAssetsEOYAmt0108844075
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02067323
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02067323
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0970136
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02159789
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02159789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01998118
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01498586
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01481376
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt021840074
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt021566839
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0103405805
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02572894
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01797105
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01797105
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt025313899
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt024954996
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt027381222
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt027022319
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0108844075
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt027381222
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt027022319
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt027381222
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt027022319
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0117958565
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01772372

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$27,022,319
Liabilities
$0
Net assets
$27,022,319
Revenue
$5,294,934
Expenses
$5,624,613
Net income
-$329,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$16.1$6.07$10.1
2023Summary only. Only limited summary data is available for this year.$41.5$0.00$22.5$6.04$16.4
2022Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$5.29$5.62$0.33
2021Summary only. Only limited summary data is available for this year.$30.4$0.00$9.10$4.36$4.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$0.00$25.8$2.48$4.27$1.80
2019Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$3.15$4.83$1.69
2018Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$3.46$5.34$1.87
2017Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$3.38$4.20$0.82
2015Summary only. Only limited summary data is available for this year.$26.2$0.00$2.53$3.38$0.84
2014Summary only. Only limited summary data is available for this year.$27.0$0.00$3.62$3.83$0.22
2013Summary only. Only limited summary data is available for this year.$27.2$0.00$8.28$3.33$4.95
2012Summary only. Only limited summary data is available for this year.$22.3$0.00$7.89$2.30$5.59
2011Summary only. Only limited summary data is available for this year.$16.7$0.00$0.89$1.71$0.82