Civic Intelligence

Foundation for Financial Planning Inc.

990 • Fiscal year 2013 • EIN 58-1446336

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 07, 2014

Organization ProfileWWW.FOUNDATION-FINPLAN.ORG
2193 Northlake Parkway No 11030084

(770) 938-1110

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

45th percentile

0.20x

Higher debt load relative to revenue than 45% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

11th percentile

-21%

Faster revenue growth than 11% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets14th percentile

Assets

Flat

$18,580,949

Flat from 2013

Net Assets

Flat

$18,320,277

Flat from 2013

Liabilities

Flat

$260,672

Flat from 2013

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin87th percentile

Revenue

Flat

$1,321,861

Flat from 2013

Expenses

Flat

$822,234

Flat from 2013

Net Income

Flat

$499,627

Flat from 2013

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$40M$30M$20M$10M$0Assets 2011: $15,352,497Liabilities 2011: $520,200Net Assets 2011: $14,832,2972011Assets 2012: $16,675,089Liabilities 2012: $479,979Net Assets 2012: $16,195,1102012Assets 2013: $18,580,949Liabilities 2013: $260,672Net Assets 2013: $18,320,2772013Assets 2013: $18,580,949Liabilities 2013: $260,672Net Assets 2013: $18,320,2772013Assets 2014: $19,870,703Liabilities 2014: $168,700Net Assets 2014: $19,702,0032014Assets 2015: $19,596,282Liabilities 2015: $174,130Net Assets 2015: $19,422,1522015Assets 2016: $20,939,394Liabilities 2016: $334,309Net Assets 2016: $20,605,0852016Assets 2017: $23,180,556Liabilities 2017: $451,266Net Assets 2017: $22,729,2902017Assets 2018: $21,426,508Liabilities 2018: $605,780Net Assets 2018: $20,820,7282018Assets 2019: $24,629,946Liabilities 2019: $502,539Net Assets 2019: $24,127,4072019Assets 2020: $26,016,219Liabilities 2020: $532,580Net Assets 2020: $25,483,6392020Assets 2021: $30,168,381Liabilities 2021: $717,759Net Assets 2021: $29,450,6222021Assets 2022: $26,181,813Liabilities 2022: $644,154Net Assets 2022: $25,537,6592022Assets 2023: $29,351,117Liabilities 2023: $715,374Net Assets 2023: $28,635,7432023Assets 2024: $32,232,401Liabilities 2024: $705,096Net Assets 2024: $31,527,3052024

Highlighted filing

2013

Assets$18,580,949
Liabilities$260,672
Net Assets$18,320,277
Open 2013 Filing

Operations Trend

Revenue Growth11th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $2,115,594Expenses 2011: $1,024,231Net Income 2011: $1,091,3632011Expenses 2012: $955,9122012Revenue 2013: $1,321,861Expenses 2013: $822,234Net Income 2013: $499,6272013Revenue 2013: $1,321,861Expenses 2013: $822,234Net Income 2013: $499,6272013Revenue 2014: $2,152,665Expenses 2014: $1,027,946Net Income 2014: $1,124,7192014Revenue 2015: $1,605,933Expenses 2015: $1,063,860Net Income 2015: $542,0732015Revenue 2016: $1,562,200Expenses 2016: $1,517,085Net Income 2016: $45,1152016Revenue 2017: $1,710,347Expenses 2017: $1,437,485Net Income 2017: $272,8622017Revenue 2018: $1,817,952Expenses 2018: $1,453,170Net Income 2018: $364,7822018Revenue 2019: $2,034,064Expenses 2019: $1,457,627Net Income 2019: $576,4372019Revenue 2020: $1,093,291Expenses 2020: $1,505,159Net Income 2020: -$411,8682020Revenue 2021: $3,652,624Expenses 2021: $1,645,279Net Income 2021: $2,007,3452021Revenue 2022: $2,147,262Expenses 2022: $1,830,846Net Income 2022: $316,4162022Revenue 2023: $2,459,469Expenses 2023: $2,026,744Net Income 2023: $432,7252023Revenue 2024: $3,395,599Expenses 2024: $2,283,914Net Income 2024: $1,111,6852024

Highlighted filing

2013

Revenue$1,321,861
Expenses$822,234
Net Income$499,627
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 7, 2014
Return Version
2013v3.0
Gross Receipts
$1,515,568
Mission and Program Overview

Mission

The foundation for financial planning helps people take control of their financial lives by connecting the financial planning community with people in need. We achieve this by supporting pro bono advice and outreach activities.

SEE PAGE 2 PART III

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$14,673,042$16,973,930▲ $2,300,888
Pledges and Grants Receivable$1,689,398$1,362,740▼ $326,658
Savings and Temporary Cash Investments$112,189$150,373▲ $38,184
Cash and Non-Interest-Bearing Accounts$140,651$87,532▼ $53,119
Prepaid Expenses and Deferred Charges$58,333--
Land, Buildings, and Equipment, Net$1,476$6,374▲ $4,898
Total Assets$16,675,089$18,580,949▲ $1,905,860
Liabilities
Grants Payable$458,920$252,050▼ $206,870
Accounts Payable and Accrued Expenses$21,059$8,622▼ $12,437
Total Liabilities$479,979$260,672▼ $219,307
Net Assets / Fund Balance
Unrestricted Net Assets$16,136,777$18,320,277▲ $2,183,500
Temporarily Rstr Net Assets$58,333$0▼ $58,333
Total Net Assets Fund Balance$16,195,110$18,320,277▲ $2,125,167
Total Liabilities and Net Assets / Fund Balance$16,675,089$18,580,949▲ $1,905,860

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,199$4,355$10,554
Other Land Buildings$175$265$440
Other Securities$16,973,930--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Elissa Buie CfpChairman
Elaine Bedel CfpImmediate Past President
Alexandra Armstrong CfpTrustee at Large
Bernie ClarkTrustee at Large
Bob OrosTrustee at Large
Curt Weil CfpTrustee at Large
James E Stueve Cfp CimaTrustee at Large
John FodorTrustee at Large
Kandis BatesTrustee at Large
Kate HealyTrustee at Large
Kris PetersenTrustee at Large
Marilyn Capelli Dimitroff CfpTrustee at Large
Nancy Johnson Jones Cfp Aifa CscTrustee at Large
Steve MaginnTrustee at Large
Tara L Scottino CfpTrustee at Large
Terri FiedlerTrustee at Large

Highest Paid Contractors

ContractorServicesLocationCompensation
James PenistonExecutive Director-$149,747
Revenue and Support

Revenue Composition

Contributions and Grants
$960,915
Program Service Revenue
$0
Investment Income
$360,821
Other Revenue
$125
All Other Contributions
$951,367
Change in Net Assets
$499,627

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,290,992
Revenue Not Reported on Financial Statements
$30,869
Revenue Not Reported on Form 990
$1,625,540
Total Revenue per Audited Statements
$2,916,532
Total Revenue per Form 990
$1,321,861
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$344,569
Other Expenses$241,181
Grants and Similar Amounts Paid$236,484
Total Fundraising Expense$146,185
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$223,115$29,748$44,623$297,486
Grants to Domestic Orgs$236,484--$236,484
Payroll Taxes$13,521$1,931$20,984$36,436
Office Expenses$20,403$12,163$1,881$34,447
Fees for Service Investment Mgmnt Fees$30,869--$30,869
Travel$21,117-$9,050$30,167
Fees for Services Other$20,288$2,536$2,536$25,360
Other Expenses$15,609$834$1,410$17,853
Fees for Services Accounting$9,911$1,239$1,239$12,389
Insurance$9,778$1,222$1,222$12,222
Conferences and Meetings$8,581-$2,145$10,726
Other Employee Benefits$7,557$1,080$2,010$10,647
Occupancy$6,022$753$752$7,527
Depreciation Depletion-$1,288-$1,288
Total Functional Expenses$623,255$52,794$146,185$822,234

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$822,234
Expenses per Audited Statements$791,365
Total Expenses per Audited Statements$791,365
Expenses Not Reported on Financial Statements$30,869
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
--501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$34,184
13-4024627-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$30,000
80-0348382-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$25,500
54-1121171-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$25,000
41-1265355-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$15,000
52-2002672-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$15,000
58-1097003-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$15,000
56-1655255-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$15,000
35-0965609-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$12,800
61-1110432-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$10,000
20-8718198-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$10,000
51-0188664-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$8,000
80-0516996-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$7,500
23-7050397-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$6,000
20-8623503-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$5,000
39-1053827-501 (c) (3)Funds to Enable Non-profit Agency to Provide Outreach Programs$2,250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Executive director salary paid thru reimbursement.”

Form 990, Part VI, Section B, Line 11

“An initial review of the 990 will be conducted by the finance and investment committee with presentation to the board of trustees.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

EIN
58-1446336
Phone
7709381110

Signing Officer

Name
Jim Peniston
Title
Executive Director
Phone
7709381110
Signed
2014-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Peniston
Formed
1981
Legal Domicile
Ga
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
6,872

Preparer

Preparer
Daniel T Mcclure
Phone
7704499144
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Form 990 page 12 line 2c: no change from previous year”

Raw XML AppendixShowing 400 of 655 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE AT LARGE
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IRS990/FormationYr01981
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IRS990/FSAuditedInd01
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IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt01222
IRS990/InsuranceGrp/ManagementAndGeneralAmt01222
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IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0193707
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION FOR FINANCIAL PLANNING HELPS PEOPLE TAKE CONTROL OF THEIR FINANCIAL LIVES BY CONNECTING THE FINANCIAL PLANNING COMMUNITY WITH PEOPLE IN NEED. WE ACHIEVE THIS BY SUPPORTING PRO BONO ADVICE AND OUTREACH ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016195110
IRS990/NetAssetsOrFundBalancesEOYAmt018320277
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt024303
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt024303
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01625540
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0752
IRS990/OccupancyGrp/ManagementAndGeneralAmt0753
IRS990/OccupancyGrp/ProgramServicesAmt06022
IRS990/OccupancyGrp/TotalAmt07527
IRS990/OfficeExpensesGrp/FundraisingAmt01881
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012163
IRS990/OfficeExpensesGrp/ProgramServicesAmt020403
IRS990/OfficeExpensesGrp/TotalAmt034447
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02010
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01080
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07557
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010647
IRS990/OtherExpensesGrp/Desc0DONATED ADVERTISING
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
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IRS990/OtherExpensesGrp/FundraisingAmt11410
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0834
IRS990/OtherExpensesGrp/ProgramServicesAmt015609
IRS990/OtherExpensesGrp/TotalAmt058333
IRS990/OtherExpensesGrp/TotalAmt117853
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0125
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0125
IRS990/OtherRevenueTotalAmt0125
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt044623
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt029748
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0223115
IRS990/OtherSalariesAndWagesGrp/TotalAmt0297486
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt020984
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01931
IRS990/PayrollTaxesGrp/ProgramServicesAmt013521
IRS990/PayrollTaxesGrp/TotalAmt036436
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01689398
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01362740
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058333
IRS990/PrincipalOfficerNm0JIM PENISTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0743716
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0487609
IRS990/PYInvestmentIncomeAmt0412066
IRS990/PYOtherExpensesAmt0231076
IRS990/PYOtherRevenueAmt037979
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0237849
IRS990/PYSalariesCompEmpBnftPaidAmt0237227
IRS990/PYTotalExpensesAmt0955912
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01193761
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0499627
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0112189
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0150373
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0960915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0743716
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01168056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01185186
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01586860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05644733
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0360821
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0412066
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0899698
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0310305
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0251653
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02234543
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0125
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt037979
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt029820
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt031560
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt09599
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0109083
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60700
IRS990ScheduleA/PublicSupportPY170Pct00.60070
IRS990ScheduleA/PublicSupportTotal170Amt04849034
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0743716
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01185186
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01586860
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05644733
IRS990ScheduleA/TotalSupportAmt07988359
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt06199
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04355
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010554
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030869
IRS990ScheduleD/ExpensesSubtotalAmt0791365
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt030869
IRS990ScheduleD/InvestmentExpensesNotIncldAmt030869
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01625540
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0175
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0265
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt016973930
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PUBLICLY TRADED SECURITIES
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IRS990ScheduleD/TotalExpensesPerForm990Amt0822234

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,580,949
Liabilities
$260,672
Net assets
$18,320,277
Revenue
$1,321,861
Expenses
$822,234
Net income
$499,627
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.2$0.71$31.5$3.40$2.28$1.11
2023Summary only. Only limited summary data is available for this year.$29.4$0.72$28.6$2.46$2.03$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$0.64$25.5$2.15$1.83$0.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$0.72$29.5$3.65$1.65$2.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$0.53$25.5$1.09$1.51$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.50$24.1$2.03$1.46$0.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$0.61$20.8$1.82$1.45$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$0.45$22.7$1.71$1.44$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.33$20.6$1.56$1.52$0.05
2015Detailed filing. Detailed filing data is available for this year.$19.6$0.17$19.4$1.61$1.06$0.54
2014Summary only. Only limited summary data is available for this year.$19.9$0.17$19.7$2.15$1.03$1.12
2013Detailed filing. Detailed filing data is available for this year.$18.6$0.26$18.3$1.32$0.82$0.50
2013Summary only. Only limited summary data is available for this year.$18.6$0.26$18.3$1.32$0.82$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$0.48$16.2$0.96
2011Summary only. Only limited summary data is available for this year.$15.4$0.52$14.8$2.12$1.02$1.09