Civic Intelligence

Drs Bruce & Lee Foundation

990PF • Fiscal year 2017 • EIN 57-0902483

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile
201 South Dargan StreetFlorence, SC 29506

(843) 664-2870

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.04x

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

2017 filings • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.93x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$278,830

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2017 filings • $100M-$250M nonprofits • Source year 2017

Asset Growth

59th percentile

7.3%

Faster asset growth than 59% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2015 to 2017

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$200,024,238

Up $26,253,647 (+15%) from 2015

Net Assets

$192,809,820

No earlier filing loaded for comparison.

Liabilities

Up

$7,214,418

Up $1,681,329 (+30%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin86th percentile

Revenue

Up

$7,720,151

Up $1,549,516 (+25%) from 2015

Expenses

Up

$5,163,159

Up $1,694,643 (+49%) from 2015

Net Income

Down

$2,556,992

Down $145,127 (-5.4%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$300M$200M$100M$0Assets 2011: $140,801,862Liabilities 2011: $2,099,7332011Assets 2012: $157,453,073Liabilities 2012: $6,754,9292012Assets 2013: $177,438,092Liabilities 2013: $10,333,5012013Assets 2014: $181,328,804Liabilities 2014: $8,299,7682014Assets 2015: $173,770,591Liabilities 2015: $5,533,0892015Assets 2017: $200,024,238Liabilities 2017: $7,214,418Net Assets 2017: $192,809,8202017Assets 2018: $184,075,755Liabilities 2018: $6,278,307Net Assets 2018: $177,797,4482018Assets 2019: $212,773,046Liabilities 2019: $3,490,043Net Assets 2019: $209,283,0032019Assets 2020: $225,199,453Liabilities 2020: $2,300,998Net Assets 2020: $222,898,4552020Assets 2021: $254,078,574Liabilities 2021: $11,535,135Net Assets 2021: $242,543,4392021Assets 2022: $212,301,887Liabilities 2022: $6,502,940Net Assets 2022: $205,798,9472022Assets 2023: $235,595,853Liabilities 2023: $4,792,706Net Assets 2023: $230,803,1472023Assets 2024: $255,368,624Liabilities 2024: $1,855,755Net Assets 2024: $253,512,8692024

Highlighted filing

2017

Assets$200,024,238
Liabilities$7,214,418
Net Assets$192,809,820
Open 2017 Filing

Operations Trend

Revenue Growth70th percentile

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

$20M$10M$0-$10MRevenue 2011: $8,260,419Expenses 2011: $2,969,177Net Income 2011: $5,291,2422011Revenue 2012: $14,318,297Expenses 2012: $6,520,851Net Income 2012: $7,797,4462012Revenue 2013: $9,427,572Expenses 2013: $10,110,898Net Income 2013: -$683,3262013Revenue 2014: $8,074,377Expenses 2014: $3,571,177Net Income 2014: $4,503,2002014Revenue 2015: $6,170,635Expenses 2015: $3,468,516Net Income 2015: $2,702,1192015Revenue 2017: $7,720,151Expenses 2017: $5,163,159Net Income 2017: $2,556,9922017Revenue 2018: $8,545,377Expenses 2018: $5,173,657Net Income 2018: $3,371,7202018Revenue 2019: $10,728,636Expenses 2019: $2,858,033Net Income 2019: $7,870,6032019Revenue 2020: $2,437,974Expenses 2020: $2,689,489Net Income 2020: -$251,5152020Revenue 2021: $12,559,871Expenses 2021: $17,150,155Net Income 2021: -$4,590,2842021Revenue 2022: $7,254,737Expenses 2022: $6,394,454Net Income 2022: $860,2832022Revenue 2023: $6,512,367Expenses 2023: $5,434,768Net Income 2023: $1,077,5992023Revenue 2024: $9,038,096Expenses 2024: $7,610,943Net Income 2024: $1,427,1532024

Highlighted filing

2017

Revenue$7,720,151
Expenses$5,163,159
Net Income$2,556,992
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY L CALLICOTTExecutive DirectorFT$205,302$73,528$278,830
C EDWARD FLOYD MDChairman/TrusteePT$25,200-$25,200
MARK W BUYCK JRSecretary/TrusteePT$25,200-$25,200
JOHN L BRUCE DMDTrusteePT$25,200-$25,200
JOHN W MCGINNISTrusteePT$25,200-$25,200
HAIGH PORTERTrusteePT$25,200-$25,200
HENRY SWINKTrusteePT$25,200-$25,200
GORDON B BAKER JRTrusteePT$24,000-$24,000
COLEMAN FLOYD BUCKHOUSE MDTrusteePT$24,000-$24,000
FRANK B LEE JR MDTrusteePT$24,000-$24,000
KIM TURNERTrusteePT$24,000-$24,000
Filing and Contact Details

Filer

Filer Name
Drs Bruce & Lee Foundation
EIN
57-0902483
Phone
8436642870
Address
201 SOUTH DARGAN STREET, FLORENCE, SC 29506

Signing Officer

Name
Bradley Callicott
Title
Executive Director
Phone
8436642870
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
1111 METROPOLITAN AVE STE 900, CHARLOTTE, NC 28204
Preparer
Amanda Adams
Phone
7043771678
Raw XML AppendixShowing 400 of 835 raw XML fields

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/Form990PFBalanceSheetsGrp/LandBOYAmt027877
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt022060
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt022060
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08221079
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt125200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt224000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt325200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt424000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt524000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt625200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt725200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt825200
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10205302
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt1066328
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt107200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0C EDWARD FLOYD MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARK W BUYCK JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GORDON B BAKER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOHN L BRUCE DMD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4COLEMAN FLOYD BUCKHOUSE MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5FRANK B LEE JR MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JOHN W MCGINNIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7HAIGH PORTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8HENRY SWINK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9KIM TURNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10BRADLEY L CALLICOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 SOUTH DARGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1201 SOUTH DARGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2201 SOUTH DARGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3201 SOUTH DARGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4201 SOUTH DARGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5201 SOUTH DARGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6201 SOUTH DARGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7201 SOUTH DARGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8201 SOUTH DARGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9201 SOUTH DARGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt10201 SOUTH DARGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FLORENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FLORENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FLORENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3FLORENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4FLORENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5FLORENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6FLORENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7FLORENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8FLORENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9FLORENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm10FLORENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd10SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd129506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd229506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd329506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd429506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd529506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd629506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd729506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd829506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd929506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1029506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt08705709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt08791643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt07282960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04975577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt07224695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt010205112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt08452448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.031326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.068754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.059537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt085934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0173417050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0159144590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0158831508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0158347694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0148429679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0141970728

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$200,024,238
Liabilities
$7,214,418
Net assets
$192,809,820
Revenue
$7,720,151
Expenses
$5,163,159
Net income
$2,556,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$255$1.86$254$9.04$7.61$1.43
2023Detailed filing. Detailed filing data is available for this year.$236$4.79$231$6.51$5.43$1.08
2022Detailed filing. Detailed filing data is available for this year.$212$6.50$206$7.25$6.39$0.86
2021Detailed filing. Detailed filing data is available for this year.$254$11.5$243$12.6$17.2$4.59
2020Detailed filing. Detailed filing data is available for this year.$225$2.30$223$2.44$2.69$0.25
2019Detailed filing. Detailed filing data is available for this year.$213$3.49$209$10.7$2.86$7.87
2018Detailed filing. Detailed filing data is available for this year.$184$6.28$178$8.55$5.17$3.37
2017Detailed filing. Detailed filing data is available for this year.$200$7.21$193$7.72$5.16$2.56
2015Summary only. Only limited summary data is available for this year.$174$5.53$6.17$3.47$2.70
2014Summary only. Only limited summary data is available for this year.$181$8.30$8.07$3.57$4.50
2013Summary only. Only limited summary data is available for this year.$177$10.3$9.43$10.1$0.68
2012Summary only. Only limited summary data is available for this year.$157$6.75$14.3$6.52$7.80
2011Summary only. Only limited summary data is available for this year.$141$2.10$8.26$2.97$5.29