Civic Intelligence

Daniel - Mickel Foundation

990PF • Fiscal year 2020 • EIN 57-0673409

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 27, 2021

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

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

16th percentile

-26%

Higher net margin than 16% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

25th percentile

$6,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

26th percentile

-1.3%

Faster asset growth than 26% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-64%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$13,983,594

Down $182,550 (-1.3%) from 2019

Net Assets

Down

$13,975,994

Down $182,945 (-1.3%) from 2019

Liabilities

Up

$7,600

Up $395 (+5.5%) from 2019

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin16th percentile

Revenue

Down

$695,199

Down $1,246,679 (-64%) from 2019

Expenses

Down

$878,192

Down $28,717 (-3.2%) from 2019

Net Income

Down

-$182,993

Down $1,217,962 (-118%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2020

Assets$13,983,594
Liabilities$7,600
Net Assets$13,975,994
Open 2020 Filing

Operations Trend

Revenue Growth5th 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

2020

Revenue$695,199
Expenses$878,192
Net Income-$182,993
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 27, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay25th 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
2021-08-27
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/StockNm57INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VISA INCORPORATED COM CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59GREENSPRING SECONDARY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ALIBABA GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TENCENT HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PAYPAL HLDGS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65FACEBOOK INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ALPHBET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68P2 CAPITAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69GOLDMAN SACHS MIDDLE MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70THIRD POINT OFFSHORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71DB PRIVATE EQ GLOBAL FUND VII
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WEYERHAEUSER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73DUKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ISHARES TR MSCI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MARSHALL WACE EUREKA FUND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PIMCO TOTAL RETURN FND INST'L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77BLACKROCK STRATEGIC INCOME OPP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78THORNBURG LTD TERM INCOME INST.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79IVA INTERNATIONAL FUND CLASSONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ISHARES TR CORE MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VANGARD INTNT'L GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ISHARES CR CORE MSCI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt092414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1151537
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MED PROPERTIES PARTNERSHIP INVESTMENT II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AZALEA CAPITAL PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0206508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt156786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0265647
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0425640
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03871
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt041
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0695199
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0695199
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt013028
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt011338
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt024366
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0425640
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0742220
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0742220
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0265647
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0265647
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-182993
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0425640
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03871
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03871
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0425640
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0620454
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08522
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09949
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt018471
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt019020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt044799
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt063819
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01159
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011316
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0793290
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt074745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0878192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0695199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0695199
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt051070
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt074745
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0135972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0421819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0421819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0421819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0425640
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-182993
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt048
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013975994
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014158939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013975994
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0776502
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0776502
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0776502
IRS990PF/DistributableAmountGrp/IncomeTaxAmt01439
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0786565
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08624
IRS990PF/DistributableAmountGrp/TotalTaxAmt010063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010286
IRS990PF/FMVAssetsEOYAmt017863598
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07222
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt086705
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt086705
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013199401
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013300615
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017161276
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02822
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04694
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04694
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0273548
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0243951
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0263294
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt07205
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt07600
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt014158939
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013975994
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0683151
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0347629
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0347629
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014166144
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013983594
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017863598
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07205
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt07600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014166144
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013983594
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014158939
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013975994
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt015970866
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0491736
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015479130
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0239563
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,983,594
Liabilities
$7,600
Net assets
$13,975,994
Revenue
$695,199
Expenses
$878,192
Net income
-$182,993
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