Civic Intelligence

Daniel - Mickel Foundation

990PF • Fiscal year 2016 • EIN 57-0673409

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 28, 2017

Organization Profile
PO Box 9278Greenville, SC 29604

(864) 271-7171

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

17th percentile

0.01x

Higher debt load relative to revenue than 17% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

8th percentile

-58%

Higher net margin than 8% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

21st percentile

$6,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

28th percentile

-2.4%

Faster asset growth than 28% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-35%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$13,277,486

Down $331,475 (-2.4%) from 2015

Net Assets

Down

$13,272,546

Down $323,815 (-2.4%) from 2015

Liabilities

Down

$4,940

Down $7,660 (-61%) from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin8th percentile

Revenue

Down

$556,754

Down $303,135 (-35%) from 2015

Expenses

Down

$879,029

Down $14,806 (-1.7%) from 2015

Net Income

Down

-$322,275

Down $288,329 (-849%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,899,269Liabilities 2011: $1002011Assets 2012: $11,453,774Liabilities 2012: $2,500Net Assets 2012: $11,451,2742012Assets 2013: $12,083,766Liabilities 2013: $0Net Assets 2013: $12,083,7662013Assets 2014: $13,666,639Liabilities 2014: $8,130Net Assets 2014: $13,658,5092014Assets 2015: $13,608,961Liabilities 2015: $12,600Net Assets 2015: $13,596,3612015Assets 2016: $13,277,486Liabilities 2016: $4,940Net Assets 2016: $13,272,5462016Assets 2017: $13,406,514Liabilities 2017: $4,800Net Assets 2017: $13,401,7142017Assets 2018: $13,117,161Liabilities 2018: $0Net Assets 2018: $13,117,1612018Assets 2019: $14,166,144Liabilities 2019: $7,205Net Assets 2019: $14,158,9392019Assets 2020: $13,983,594Liabilities 2020: $7,600Net Assets 2020: $13,975,9942020Assets 2021: $14,212,305Liabilities 2021: $10,420Net Assets 2021: $14,201,8852021Assets 2022: $13,535,197Liabilities 2022: $6,500Net Assets 2022: $13,528,6972022Assets 2023: $13,404,726Liabilities 2023: $2,245Net Assets 2023: $13,402,4812023Assets 2024: $13,749,716Liabilities 2024: $13,300Net Assets 2024: $13,736,4162024

Highlighted filing

2016

Assets$13,277,486
Liabilities$4,940
Net Assets$13,272,546
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $583,491Expenses 2011: $878,078Net Income 2011: -$294,5872011Expenses 2012: $894,4022012Revenue 2013: $1,591,888Expenses 2013: $959,396Net Income 2013: $632,4922013Revenue 2014: $2,562,782Expenses 2014: $985,051Net Income 2014: $1,577,7312014Revenue 2015: $859,889Expenses 2015: $893,835Net Income 2015: -$33,9462015Revenue 2016: $556,754Expenses 2016: $879,029Net Income 2016: -$322,2752016Revenue 2017: $1,027,911Expenses 2017: $898,743Net Income 2017: $129,1682017Revenue 2018: $646,751Expenses 2018: $929,227Net Income 2018: -$282,4762018Revenue 2019: $1,941,878Expenses 2019: $906,909Net Income 2019: $1,034,9692019Revenue 2020: $695,199Expenses 2020: $878,192Net Income 2020: -$182,9932020Revenue 2021: $1,196,961Expenses 2021: $970,759Net Income 2021: $226,2022021Revenue 2022: $301,552Expenses 2022: $970,848Net Income 2022: -$669,2962022Revenue 2023: $733,508Expenses 2023: $862,129Net Income 2023: -$128,6212023Revenue 2024: $1,261,082Expenses 2024: $927,503Net Income 2024: $333,5792024

Highlighted filing

2016

Revenue$556,754
Expenses$879,029
Net Income-$322,275
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 28, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MINOR M SHAWChairman/CEOPT$6,000-$6,000
CHARLES C MICKELVP/Treasurer-$6,000-$6,000
KATHRYN S HOWELLVP/Secretary-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Daniel-mickel Foundation
EIN
57-0673409
Phone
8642717171
Address
PO BOX 9278, GREENVILLE, SC 29604

Signing Officer

Name
Minor Shaw
Title
Chairman
Phone
8642717171
Signed
2017-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02143
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt083443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt143455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0333240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-83443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-43455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt36041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0333240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-83443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-43455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt36041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0333240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SECTION 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LONG TERM - OTHER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0212383
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-322275
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01540
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013274086
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013596361
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013272546
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0776854
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0776854
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0776854
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0781530
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04676
IRS990PF/DistributableAmountGrp/TotalTaxAmt04676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt04124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013800
IRS990PF/FMVAssetsEOYAmt015876377
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt076177
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt041286
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt041286
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010267072
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012450918
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015049809
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt045719
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04398
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04398
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02947759
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0236169
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0236169
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt012600
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04940
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013596361
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013272546
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0272234
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0544715
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0544715
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013608961
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013277486
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015876377
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt012600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04940
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013608961
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013277486
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013596361
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013272546
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt015868626
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0483851
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015384775
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0238029
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0781530
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015630597
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt015868626
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt26000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MINOR M SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES C MICKEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHRYN S HOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN/CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt016 HEMLOCK DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 6721
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt227 PONDEROSA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GREENVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd129606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd229607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0768556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0773232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0725727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0867080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0848038
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0804035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0804755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt015630597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt016421092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt017325189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt016896631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt015733690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt015994566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0778538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245849
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0773862
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0778538
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt04676
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0778538
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,277,486
Liabilities
$4,940
Net assets
$13,272,546
Revenue
$556,754
Expenses
$879,029
Net income
-$322,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.7$0.01$13.7$1.26$0.93$0.33
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.73$0.86$0.13
2022Detailed filing. Detailed filing data is available for this year.$13.5$0.01$13.5$0.30$0.97$0.67
2021Detailed filing. Detailed filing data is available for this year.$14.2$0.01$14.2$1.20$0.97$0.23
2020Detailed filing. Detailed filing data is available for this year.$14.0$0.01$14.0$0.70$0.88$0.18
2019Detailed filing. Detailed filing data is available for this year.$14.2$0.01$14.2$1.94$0.91$1.03
2018Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.65$0.93$0.28
2017Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.03$0.90$0.13
2016Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$0.56$0.88$0.32
2015Detailed filing. Detailed filing data is available for this year.$13.6$0.01$13.6$0.86$0.89$0.03
2014Detailed filing. Detailed filing data is available for this year.$13.7$0.01$13.7$2.56$0.99$1.58
2013Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.59$0.96$0.63
2012Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.89
2011Summary only. Only limited summary data is available for this year.$11.9$0.00$0.58$0.88$0.29