Civic Intelligence

The Goodman Foundation Inc

990PF • Fiscal year 2017 • EIN 56-6034757

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
PO Box 1040Salisbury, NC 28145

(704) 633-5982

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

58%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$9,955,883

Up $1,324,196 (+15%) from 2016

Net Assets

Up

$9,955,883

Up $1,324,196 (+15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Up

$772,396

Up $282,859 (+58%) from 2016

Expenses

Up

$499,368

Up $40,953 (+8.9%) from 2016

Net Income

Up

$273,028

Up $241,906 (+777%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$15M$10M$5.0M$0Assets 2011: $6,415,062Liabilities 2011: $02011Assets 2012: $6,905,937Liabilities 2012: $02012Assets 2013: $8,169,500Liabilities 2013: $02013Assets 2014: $8,525,483Liabilities 2014: $02014Assets 2015: $7,932,975Liabilities 2015: $0Net Assets 2015: $7,932,9752015Assets 2016: $8,631,687Liabilities 2016: $0Net Assets 2016: $8,631,6872016Assets 2017: $9,955,883Liabilities 2017: $0Net Assets 2017: $9,955,8832017Assets 2018: $9,067,542Liabilities 2018: $0Net Assets 2018: $9,067,5422018Assets 2019: $11,009,075Liabilities 2019: $0Net Assets 2019: $11,009,0752019Assets 2020: $12,314,703Liabilities 2020: $0Net Assets 2020: $12,314,7032020Assets 2021: $14,224,730Liabilities 2021: $0Net Assets 2021: $14,224,7302021Assets 2022: $11,932,120Liabilities 2022: $0Net Assets 2022: $11,932,1202022Assets 2023: $13,574,478Liabilities 2023: $0Net Assets 2023: $13,574,4782023Assets 2024: $11,428,466Liabilities 2024: $0Net Assets 2024: $11,428,4662024

Highlighted filing

2017

Assets$9,955,883
Liabilities$0
Net Assets$9,955,883
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $879,604Expenses 2011: $299,286Net Income 2011: $580,3182011Revenue 2012: $336,958Expenses 2012: $199,466Net Income 2012: $137,4922012Revenue 2013: $703,299Expenses 2013: $261,817Net Income 2013: $441,4822013Revenue 2014: $563,784Expenses 2014: $428,929Net Income 2014: $134,8552014Revenue 2015: $600,252Expenses 2015: $444,946Net Income 2015: $155,3062015Revenue 2016: $489,537Expenses 2016: $458,415Net Income 2016: $31,1222016Revenue 2017: $772,396Expenses 2017: $499,368Net Income 2017: $273,0282017Revenue 2018: $590,236Expenses 2018: $481,082Net Income 2018: $109,1542018Revenue 2019: $631,650Expenses 2019: $549,305Net Income 2019: $82,3452019Revenue 2020: $452,311Expenses 2020: $554,456Net Income 2020: -$102,1452020Revenue 2021: $915,857Expenses 2021: $607,812Net Income 2021: $308,0452021Revenue 2022: $1,181,410Expenses 2022: $739,798Net Income 2022: $441,6122022Revenue 2023: $874,639Expenses 2023: $683,286Net Income 2023: $191,3532023Revenue 2024: $677,821Expenses 2024: $682,436Net Income 2024: -$4,6152024

Highlighted filing

2017

Revenue$772,396
Expenses$499,368
Net Income$273,028
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY V GOODMANPresident &-$0--
MICHAEL A GOODMANVice Preside-$0--
GAIL G SETTLESecretary-$0--
ARTHUR L HATTAWAY JRAsst. Secret-$0--
Filing and Contact Details

Filer

Filer Name
The Goodman Foundation Inc
EIN
56-6034757
Phone
7046335982
Address
PO BOX 1040, SALISBURY, NC 28145

Signing Officer

Name
Jeffrey V Goodman
Title
President & Treas
Phone
7046335982
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Arthur L Hattaway Jr CPA
Address
2855 W INNES STREET, SALISBURY, NC 28144
Preparer
Arthur L Hattaway Jr
Phone
7046033418
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt040025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1210711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt220000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt395249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4106082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt583133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-5815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-23176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt426975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5153182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-5815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-23176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt426975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5153182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt034210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1210155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt218577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt372073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4133057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5236315
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/PropertyDesc0EQUIFAX INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LORD ABBETT HIGH YIELD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2METROPOLITAN WEST HIGH YIELD BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NORDSTROM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PAYCHEX INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TIME WARNER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0164776
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0273028
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01051168
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09955883
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08631687
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09955883
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0462637
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0462637
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0462637
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0466088
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03451
IRS990PF/DistributableAmountGrp/TotalTaxAmt03451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01251
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02200
IRS990PF/FMVAssetsEOYAmt09955883
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01478
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02310
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02310
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02130539
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02149840
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02149840
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04507677
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05307923
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05307923
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01664299
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02049469
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02049469
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt056582
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0183552
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0183552
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08631687
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09955883
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09955883
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08631687
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09955883
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08631687
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09955883
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt08631687
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt09955883
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0271112
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0262789
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0262789
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09463709
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0171307
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09292402
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0141956
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0466088
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09321753
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09463709
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFREY V GOODMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL A GOODMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GAIL G SETTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ARTHUR L HATTAWAY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT &
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ASST. SECRET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 1040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2P O BOX 1040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 1040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SALISBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SALISBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SALISBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SALISBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0281451040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1281451040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228145
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3281451040
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0362337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0365788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0414242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0396785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0383769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0225108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0140163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.029752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.021076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09321753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08280773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08339250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08357770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07566020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06650301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0449420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.194351
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0445969
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0449420
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03451
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0449420
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,955,883
Liabilities
$0
Net assets
$9,955,883
Revenue
$772,396
Expenses
$499,368
Net income
$273,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.68$0.68$0.00
2023Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.87$0.68$0.19
2022Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.18$0.74$0.44
2021Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.92$0.61$0.31
2020Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.45$0.55$0.10
2019Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.63$0.55$0.08
2018Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.59$0.48$0.11
2017Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$0.77$0.50$0.27
2016Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$0.49$0.46$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.60$0.44$0.16
2014Summary only. Only limited summary data is available for this year.$8.53$0.00$0.56$0.43$0.13
2013Summary only. Only limited summary data is available for this year.$8.17$0.00$0.70$0.26$0.44
2012Summary only. Only limited summary data is available for this year.$6.91$0.00$0.34$0.20$0.14
2011Summary only. Only limited summary data is available for this year.$6.42$0.00$0.88$0.30$0.58