Civic Intelligence

Daniel - Mickel Foundation

990PF • Fiscal year 2019 • EIN 57-0673409

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

47th percentile

2.8%

Faster asset growth than 47% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2017 to 2019

Revenue Growth

86th percentile

37%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$14,166,144

Up $1,048,983 (+8.0%) from 2018

Net Assets

Up

$14,158,939

Up $1,041,778 (+7.9%) from 2018

Liabilities

Up

$7,205

Up $7,205 from 2018

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin90th percentile

Revenue

Up

$1,941,878

Up $1,295,127 (+200%) from 2018

Expenses

Down

$906,909

Down $22,318 (-2.4%) from 2018

Net Income

Up

$1,034,969

Up $1,317,445 (+466%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2019

Assets$14,166,144
Liabilities$7,205
Net Assets$14,158,939
Open 2019 Filing

Operations Trend

Revenue Growth86th 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

2019

Revenue$1,941,878
Expenses$906,909
Net Income$1,034,969
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

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
2020-11-13
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66TARGET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67TENCENT HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68THERMO FISHER SCIENTIFIC INCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69THIRD POINT OFFSHORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70THORNBURG LTD TERM INCOME INST.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TRAVELERS COMPANIES INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72TRUIST FINL CORP - SUNTRUST BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73UNILEVER N V N Y SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VISA INCORPORATED COM CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WALGREENS BOOT ALLIANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77WELLTOWER INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78WEYERHAEUSER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ZOETIS INCORPORATED CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0142834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1130714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AZALEA CAPITAL PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MED PROPERTIES PARTNERSHIP INVESTMENT II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt064232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1222557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0417763
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01514108
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07367
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt02640
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01941878
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01941878
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt014485
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt014445
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt028930
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01514108
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0744565
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0744565
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0417763
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0417763
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01034969
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01514108
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07367
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07367
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01514108
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01841356
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011209
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt035871
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt047080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02640
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02640
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt07165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt033981
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt041146
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08230
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt026693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0787924
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0100522
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0906909
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01941878
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01941878
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt043359
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0100522
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0162344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01415441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt290030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01415441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt290030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01415441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt290030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SECTION 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01514108
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01034969
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06809
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt014158939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013117161
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014158939
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0769651
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0769651
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0769651
IRS990PF/DistributableAmountGrp/IncomeTaxAmt03667
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0791732
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018414
IRS990PF/DistributableAmountGrp/TotalTaxAmt022081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018414
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018414
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018414
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020600
IRS990PF/FMVAssetsEOYAmt016842049
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010220
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07222
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07222
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010533007
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013199401
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015862065
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02800
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02822
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02822
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0370888
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0273548
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0286789
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt07205
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013117161
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt014158939
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02200246
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0683151
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0683151
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013117161
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014166144
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016842049
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt07205
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013117161
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014166144
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013117161
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014158939
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016075777
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0498079
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015577698
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0241137
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0791732
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015834640
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016075777
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,166,144
Liabilities
$7,205
Net assets
$14,158,939
Revenue
$1,941,878
Expenses
$906,909
Net income
$1,034,969
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