Civic Intelligence

Bernard Mcdonough Foundation Inc.

990PF • Fiscal year 2017 • EIN 55-6023693

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 23, 2018

Organization Profile

View Organization Page

311 Fourth StreetParkerburg, WV 26101

(304) 424-6280

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

13th percentile

0.01x

Higher debt load relative to revenue than 13% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

5th percentile

-62%

Higher net margin than 5% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$148,949

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

20th percentile

-2.0%

Faster asset growth than 20% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$32,301,155

Down $661,608 (-2.0%) from 2016

Net Assets

Down

$32,294,008

Down $668,234 (-2.0%) from 2016

Liabilities

Up

$7,147

Up $6,626 (+1272%) from 2016

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin5th percentile

Revenue

Up

$1,078,464

Up $3,487,350 (+145%) from 2016

Expenses

Up

$1,746,697

Up $13,652 (+0.8%) from 2016

Net Income

Up

-$668,233

Up $3,473,698 (+84%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$40M$30M$20M$10M$0Assets 2010: $32,485,923Liabilities 2010: $408Net Assets 2010: $32,485,5152010Assets 2011: $31,807,763Liabilities 2011: $748Net Assets 2011: $31,807,0152011Assets 2012: $31,476,752Liabilities 2012: $878Net Assets 2012: $31,475,8742012Assets 2013: $38,271,203Liabilities 2013: $11,195Net Assets 2013: $38,260,0082013Assets 2014: $38,366,956Liabilities 2014: $65Net Assets 2014: $38,366,8912014Assets 2015: $37,104,238Liabilities 2015: $65Net Assets 2015: $37,104,1732015Assets 2016: $32,962,763Liabilities 2016: $521Net Assets 2016: $32,962,2422016Assets 2017: $32,301,155Liabilities 2017: $7,147Net Assets 2017: $32,294,0082017Assets 2018: $31,649,291Liabilities 2018: $637Net Assets 2018: $31,648,6542018Assets 2019: $31,356,509Liabilities 2019: $3,960Net Assets 2019: $31,352,5492019Assets 2020: $31,244,243Liabilities 2020: $613Net Assets 2020: $31,243,6302020Assets 2021: $35,912,826Liabilities 2021: $648Net Assets 2021: $35,912,1782021Assets 2022: $34,776,186Liabilities 2022: $4,534Net Assets 2022: $34,771,6522022Assets 2023: $34,149,418Liabilities 2023: $515Net Assets 2023: $34,148,9032023Assets 2024: $33,986,463Liabilities 2024: $5,467Net Assets 2024: $33,980,9962024

Highlighted filing

2017

Assets$32,301,155
Liabilities$7,147
Net Assets$32,294,008
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,630,1092010Expenses 2011: $1,718,6162011Expenses 2012: $1,614,8552012Revenue 2013: $8,708,777Expenses 2013: $1,924,643Net Income 2013: $6,784,1342013Revenue 2014: $1,975,485Expenses 2014: $1,868,602Net Income 2014: $106,8832014Revenue 2015: $704,479Expenses 2015: $1,967,197Net Income 2015: -$1,262,7182015Revenue 2016: -$2,408,886Expenses 2016: $1,733,045Net Income 2016: -$4,141,9312016Revenue 2017: $1,078,464Expenses 2017: $1,746,697Net Income 2017: -$668,2332017Revenue 2018: $1,292,840Expenses 2018: $1,906,837Net Income 2018: -$613,9972018Revenue 2019: $1,631,694Expenses 2019: $1,927,798Net Income 2019: -$296,1042019Revenue 2020: $1,884,723Expenses 2020: $1,993,644Net Income 2020: -$108,9212020Revenue 2021: $6,963,939Expenses 2021: $2,295,390Net Income 2021: $4,668,5492021Revenue 2022: $1,141,053Expenses 2022: $2,281,580Net Income 2022: -$1,140,5272022Revenue 2023: $1,701,934Expenses 2023: $2,324,683Net Income 2023: -$622,7492023Revenue 2024: $2,238,667Expenses 2024: $2,406,574Net Income 2024: -$167,9072024

Highlighted filing

2017

Revenue$1,078,464
Expenses$1,746,697
Net Income-$668,233
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 23, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT S BOONEPresidentFT$128,792$20,157$148,949
KATRINA VALENTINESecretaryFT$66,114$36,003$102,117
ROBERT W STEPHENSDirector-$0--
MARY RICCOBENEVice Preside-$0--
FC MCCUSKERTreasurer-$0--
DALE A KNIGHTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bernard Mcdonough Foundation Inc
EIN
55-6023693
Phone
3044246280
Address
311 FOURTH STREET, PARKERBURG, WV 26101

Signing Officer

Name
Robert S Boone
Title
President
Phone
3044246280
Signed
2018-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Koreski & Estep Pllc
Address
300 STAR AVE STE 314, PARKERSBURG, WV 26101-5460
Preparer
Michael S Koreski CPA
Phone
3049173627
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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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2130236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2263260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt37925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt48367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-87
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt720758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt812341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt98559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1016939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1122731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-85
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1330117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1623491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-1910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt181156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1914906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2025646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-76
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt224764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2311740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt37925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt48367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-87
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt720758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt812341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt98559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1016939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1122731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-85
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1330117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1623491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-1910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt181156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1914906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2025646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-76
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt224764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2311740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt165000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt355000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt480000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt59768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt632000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7120000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8118000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt950000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10155000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11120000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt129488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13145000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1410000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16175000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1710000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18120000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19165000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt209613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2135000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2275000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VANGUARD SHORT-TERM INV GRADE ADM-87
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VANGUARD TOTAL INTL STK INDEX INST-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VANGUARD TOTAL STOCK MARKET INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD TOTAL STOCK MARKET INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VANGUARD TOTAL STOCK MARKET INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VANGUARD SHORT-TERM INV GRADE ADM-91
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VANGUARD TOTAL INTL STK INDEX INST-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VANGUARD TOTAL STOCK MARKET INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VANGUARD TOTAL STOCK MARKET INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VANGUARD TOTAL STOCK MARKET INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VANGUARD TOTAL INTL STK INDEX INST-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VANGUARD TOTAL STOCK MARKET INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VANGUARD SHORT-TERM INV GRADE ADM-88
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13VANGUARD TOTAL STOCK MARKET INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14VANGUARD TOTAL STOCK MARKET INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15FUGIO VC FUND IV, LP (SCH K-1)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VANGUARD TOTAL INTL STK INDEX INST-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17FUGIO VC FUND IV, LP (SCH K-1)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18VANGUARD TOTAL STOCK MARKET INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19VANGUARD TOTAL STOCK MARKET INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20VANGUARD TOTAL INTL STK INDEX INST-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21VANGUARD SHORT-TERM INV GRADE ADM-89
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22VANGUARD TOTAL STOCK MARKET INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23VANGUARD TOTAL INTL STK INDEX INST-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222017-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232017-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0237878
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt090849
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-668233
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt032294009
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt032962242
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032294008
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01688787
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01688787
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01688787
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01709327
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt020540
IRS990PF/DistributableAmountGrp/TotalTaxAmt020540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt030000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt020540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt020540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt020540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt030000
IRS990PF/FMVAssetsEOYAmt036373650
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0521
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt07147
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt080565
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt062650
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt062650
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt011622702
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt011888058
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt011551582
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt020832676
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020040756
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt024450794
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt063895
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt088105
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt035724
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt024210
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0362029
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0266084
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0289227
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt029030

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,301,155
Liabilities
$7,147
Net assets
$32,294,008
Revenue
$1,078,464
Expenses
$1,746,697
Net income
-$668,233
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.0$0.01$34.0$2.24$2.41$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$0.00$34.1$1.70$2.32$0.62
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.8$0.00$34.8$1.14$2.28$1.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.9$0.00$35.9$6.96$2.30$4.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.2$0.00$31.2$1.88$1.99$0.11
2019Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$1.63$1.93$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.6$0.00$31.6$1.29$1.91$0.61
2017Detailed filing. Detailed filing data is available for this year.$32.3$0.01$32.3$1.08$1.75$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.0$0.00$33.0$2.41$1.73$4.14
2015Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$0.70$1.97$1.26
2014Detailed filing. Detailed filing data is available for this year.$38.4$0.00$38.4$1.98$1.87$0.11
2013Detailed filing. Detailed filing data is available for this year.$38.3$0.01$38.3$8.71$1.92$6.78
2012Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$1.61
2011Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$1.72
2010Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$1.63