Civic Intelligence

Alleghany Educational Foundation Inc.

990 • Fiscal year 2017 • EIN 58-1955182

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 20, 2018

Organization ProfileALLEGHANYEDFOUNDATION.ORG
PO Box 33Sparta, NC 28675

(336) 363-4374

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

30th percentile

0.08x

Higher debt load relative to revenue than 30% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Net Margin

93rd percentile

45%

Higher net margin than 93% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$7,200

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$5,402,658

Up $684,690 (+15%) from 2016

Net Assets

Up

$5,374,479

Up $692,840 (+15%) from 2016

Liabilities

Down

$28,179

Down $8,150 (-22%) from 2016

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin93rd percentile

Revenue

Up

$366,908

Up $66,533 (+22%) from 2016

Expenses

Down

$203,475

Down $85,782 (-30%) from 2016

Net Income

Up

$163,433

Up $152,315 (+1370%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$10M$5.0M$0Assets 2010: $2,554,728Liabilities 2010: $7,250Net Assets 2010: $2,547,4782010Assets 2011: $3,854,502Liabilities 2011: $10,000Net Assets 2011: $3,844,5022011Assets 2012: $4,274,332Liabilities 2012: $19,500Net Assets 2012: $4,254,8322012Assets 2013: $4,700,221Liabilities 2013: $18,650Net Assets 2013: $4,681,5712013Assets 2014: $4,713,769Liabilities 2014: $47,175Net Assets 2014: $4,666,5942014Assets 2015: $4,546,340Liabilities 2015: $24,300Net Assets 2015: $4,522,0402015Assets 2016: $4,717,968Liabilities 2016: $36,329Net Assets 2016: $4,681,6392016Assets 2017: $5,402,658Liabilities 2017: $28,179Net Assets 2017: $5,374,4792017Assets 2018: $5,015,987Liabilities 2018: $28,177Net Assets 2018: $4,987,8102018Assets 2019: $5,915,093Liabilities 2019: $0Net Assets 2019: $5,915,0932019Assets 2020: $6,540,135Liabilities 2020: $0Net Assets 2020: $6,540,1352020Assets 2021: $8,207,989Liabilities 2021: $0Net Assets 2021: $8,207,9892021Assets 2022: $6,920,234Liabilities 2022: $0Net Assets 2022: $6,920,2342022Assets 2023: $7,796,816Liabilities 2023: $33,700Net Assets 2023: $7,763,1162023Assets 2024: $8,672,016Liabilities 2024: $45,075Net Assets 2024: $8,626,9412024

Highlighted filing

2017

Assets$5,402,658
Liabilities$28,179
Net Assets$5,374,479
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $176,4742010Expenses 2011: $149,7732011Expenses 2012: $202,5052012Revenue 2013: $444,971Expenses 2013: $238,586Net Income 2013: $206,3852013Revenue 2014: $583,654Expenses 2014: $268,829Net Income 2014: $314,8252014Revenue 2015: $434,275Expenses 2015: $239,339Net Income 2015: $194,9362015Revenue 2016: $300,375Expenses 2016: $289,257Net Income 2016: $11,1182016Revenue 2017: $366,908Expenses 2017: $203,475Net Income 2017: $163,4332017Revenue 2018: $435,646Expenses 2018: $274,614Net Income 2018: $161,0322018Revenue 2019: $392,716Expenses 2019: $272,691Net Income 2019: $120,0252019Revenue 2020: $705,734Expenses 2020: $298,240Net Income 2020: $407,4942020Revenue 2021: $2,172,711Expenses 2021: $308,481Net Income 2021: $1,864,2302021Revenue 2022: $433,211Expenses 2022: $464,035Net Income 2022: -$30,8242022Revenue 2023: $542,985Expenses 2023: $928,824Net Income 2023: -$385,8392023Revenue 2024: $1,057,975Expenses 2024: $702,549Net Income 2024: $355,4262024

Highlighted filing

2017

Revenue$366,908
Expenses$203,475
Net Income$163,433
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 20, 2018
Return Version
2017v2.3
Gross Receipts
$1,160,973
Mission and Program Overview

Mission

EDUCATIONAL ASSISTANCE

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,661,114$5,373,354▲ $712,240
Savings and Temporary Cash Investments$56,854$29,304▼ $27,550
Total Assets$4,717,968$5,402,658▲ $684,690
Liabilities
Accounts Payable and Accrued Expenses$36,329$28,179▼ $8,150
Total Liabilities$36,329$28,179▼ $8,150
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,399,607$5,091,747▲ $692,140
Permanently Rstr Net Assets$249,621$250,321▲ $700
Unrestricted Net Assets$32,411$32,411→ $0
Total Net Assets Fund Balance$4,681,639$5,374,479▲ $692,840
Total Liabilities and Net Assets / Fund Balance$4,717,968$5,402,658▲ $684,690

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,026$2,026

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$249,621-▲ $700-$250,321
2016$249,200-▲ $421-$249,621
2015$248,330-▲ $870-$249,200
2014$247,031-▲ $1,299-$248,330
2013$245,371-▲ $1,660-$247,031
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleBaseTotal
Karen LeysSecretary/tr$7,200$7,200

Board Members and Trustees

NameTitle
Duane DavisPresident
Beth Lyon-smithDirector
Chad BeasleyDirector
Clarence CrouseDirector
Dennis GambillDirector
Evelyn HashDirector
Frances HuberDirector
George WhiteDirector
J Sidney MillerDirector
Jay WoodruffDirector
John WishonDirector
Kimberly BrownDirector
Margaret CrouseDirector
Rita WoodruffDirector
Robert BlackDirector
Susan D MurphyDirector
Suzanne IrwinDirector
Walt McmillanDirector
Warren TaylorDirector
Una Lee Lindh1st Vice-pre
Russell Sheets2nd Vice-pre
Betty Jo LongEx-officio
Bobby IrwinEx-officio
James MoxleyEx-officio
Jeff a CoxEx-officio
Revenue and Support

Revenue Composition

Contributions and Grants
$107,438
Program Service Revenue
$11,540
Investment Income
$247,923
Other Revenue
$7
All Other Contributions
$107,438
Change in Net Assets
$163,433

Audited Revenue Reconciliation

Revenue per Audited Statements
$366,908
Revenue Not Reported on Form 990
$529,407
Total Revenue per Audited Statements
$896,315
Total Revenue per Form 990
$366,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$203,475
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$25,089-$25,089
Fees for Services Other-$7,200-$7,200
Office Expenses-$1,676-$1,676
Information Technology-$1,669-$1,669
Other Expenses$600--$600
All Other Expenses$200--$200
Insurance-$188-$188
Total Functional Expenses$167,653$35,822$0$203,475

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$203,475
Total Expenses per Audited Statements$203,475
Total Expenses per Form 990$203,475
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The president and the secretary/treasurer review the form 990 before its submission.”

Form 990, Page 6, Part VI, Line 19

“UPON WRITTEN REQUEST”

Filing and Contact Details

Filer

Filer Name
Alleghany Educational
EIN
58-1955182
Phone
3363634374
Address
PO BOX 33, SPARTA, NC 28675

Signing Officer

Name
Duane Davis
Title
President
Phone
3363724345
Signed
2018-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Duane Davis
Formed
1991
Legal Domicile
Nc
Voting Board Members
22
Independent Board Members
22
Employees
0

Preparer

Firm
Persinger & Associates Inc
Address
203 W GRAYSON STREET, GALAX, VA 24333
Preparer
Rodger L Adams
Phone
2762368135
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“VARIOUS”

Financial Statement Notes

Schedule D, Page 4, Part XIII

“Per the donor stipulation, only 95 percent of the earnings are available to expend annually. The balance is to remain in perpetual endowment.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt23EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt24EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt25EX-OFFICIO
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IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt046811
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0840876
IRS990/GrossReceiptsAmt01160973
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt022
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01669
IRS990/InformationTechnologyGrp/TotalAmt01669
IRS990/InsuranceGrp/ManagementAndGeneralAmt0188
IRS990/InsuranceGrp/TotalAmt0188
IRS990/InvestmentIncomeGrp/ExclusionAmt0201112
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0201112
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt04661114
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05373354
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02026
IRS990/LandBldgEquipCostOrOtherBssAmt02026
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0794065
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATIONAL ASSISTANCE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04681639
IRS990/NetAssetsOrFundBalancesEOYAmt05374479
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt046811
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt046811
IRS990/NetUnrlzdGainsLossesInvstAmt0529407
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01676
IRS990/OfficeExpensesGrp/TotalAmt01676
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIPS (NET OF REFU
IRS990/OtherExpensesGrp/Desc1SYMPHONY
IRS990/OtherExpensesGrp/Desc2RECOGNITION DINNERS
IRS990/OtherExpensesGrp/Desc3JAM (DISTRIBUTION)
IRS990/OtherExpensesGrp/ProgramServicesAmt0156152
IRS990/OtherExpensesGrp/ProgramServicesAmt17818
IRS990/OtherExpensesGrp/ProgramServicesAmt22883
IRS990/OtherExpensesGrp/ProgramServicesAmt3600
IRS990/OtherExpensesGrp/TotalAmt0156152
IRS990/OtherExpensesGrp/TotalAmt17818
IRS990/OtherExpensesGrp/TotalAmt22883
IRS990/OtherExpensesGrp/TotalAmt3600
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt07
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07
IRS990/OtherRevenueTotalAmt07
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0249621
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0250321
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DUANE DAVIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SYMPHONY
IRS990/ProgramServiceRevenueGrp/ExclusionAmt011540
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011540
IRS990/ProgSrvcAccomActy3Grp/Desc0SYMPHONY EXPENDITURES
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07818
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt011540
IRS990/ProgSrvcAccomActyOtherGrp/Desc0VARIOUS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03683
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0147423
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0141399
IRS990/PYOtherExpensesAmt0289257
IRS990/PYProgramServiceRevenueAmt011553
IRS990/PYRevenuesLessExpensesAmt011118
IRS990/PYTotalExpensesAmt0289257
IRS990/PYTotalRevenueAmt0300375
IRS990/ReconcilationRevenueExpnssAmt0163433
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt056854
IRS990/SavingsAndTempCashInvstGrp/EOYAmt029304
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THIS ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. THE GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC AND PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC THROUGH SCHOLARSHIPS PAID ON A CONTINUING BASIS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 71,143
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THIS ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. THE GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC AND PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC THROUGH SCHOLARSHIPS PAID ON A CONTINUING BASIS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 17A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0107438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0147423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0116818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0117308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0100871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0589858
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0201112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0146284
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0287611
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0251728
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0159822
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01046557
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt011540
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt011553
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt015106
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt018325
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt014619
IRS990ScheduleA/OtherIncome170Grp/TotalAmt071143
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.31670
IRS990ScheduleA/PublicSupportPY170Pct00.30130
IRS990ScheduleA/PublicSupportTotal170Amt0540813
IRS990ScheduleA/SubstantialContributorsTotAmt049045
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0107438
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0147423
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0116818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0117308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0100871
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0589858
IRS990ScheduleA/TotalSupportAmt01707558
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0249621
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0250321
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0700
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0249200
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0249621
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0421
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0248330
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0249200
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0870

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,402,658
Liabilities
$28,179
Net assets
$5,374,479
Revenue
$366,908
Expenses
$203,475
Net income
$163,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.67$0.05$8.63$1.06$0.70$0.36
2023Detailed filing. Detailed filing data is available for this year.$7.80$0.03$7.76$0.54$0.93$0.39
2022Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.43$0.46$0.03
2021Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$2.17$0.31$1.86
2020Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.71$0.30$0.41
2019Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.39$0.27$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.02$0.03$4.99$0.44$0.27$0.16
2017Detailed filing. Detailed filing data is available for this year.$5.40$0.03$5.37$0.37$0.20$0.16
2016Detailed filing. Detailed filing data is available for this year.$4.72$0.04$4.68$0.30$0.29$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.55$0.02$4.52$0.43$0.24$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.71$0.05$4.67$0.58$0.27$0.31
2013Detailed filing. Detailed filing data is available for this year.$4.70$0.02$4.68$0.44$0.24$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$0.02$4.25$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.01$3.84$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.01$2.55$0.18