Civic Intelligence

C E Mendez Foundation Inc.

990PF • Fiscal year 2014 • EIN 59-1086491

Jul 01, 2013 to Jun 30, 2014 • Filed on May 12, 2015

Organization Profile
200 Ottley Drive30324

(813) 251-3600

Siviq Scores

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

Liabilities / Assets

36th percentile

0.04x

Higher debt load relative to assets than 36% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.28x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

75th percentile

$251,267

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

76th percentile

11%

Faster asset growth than 76% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$21,540,720

Up $2,180,040 (+11%) from 2013

Net Assets

Up

$20,653,326

Up $1,423,631 (+7.4%) from 2013

Liabilities

Up

$887,394

Up $756,409 (+577%) from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin71st percentile

Revenue

$3,174,030

No earlier filing loaded for comparison.

Expenses

Up

$2,624,787

Up $233,226 (+9.8%) from 2013

Net Income

$549,243

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$40M$30M$20M$10M$0Assets 2010: $17,816,438Liabilities 2010: $167,936Net Assets 2010: $17,648,5022010Assets 2011: $19,541,207Liabilities 2011: $115,143Net Assets 2011: $19,426,0642011Assets 2012: $18,914,824Liabilities 2012: $96,448Net Assets 2012: $18,818,3762012Assets 2013: $19,360,680Liabilities 2013: $130,985Net Assets 2013: $19,229,6952013Assets 2014: $21,540,720Liabilities 2014: $887,394Net Assets 2014: $20,653,3262014Assets 2015: $20,541,858Liabilities 2015: $900,6582015Assets 2016: $20,152,343Liabilities 2016: $955,196Net Assets 2016: $19,197,1472016Assets 2017: $20,762,502Liabilities 2017: $845,242Net Assets 2017: $19,917,2602017Assets 2018: $22,482,473Liabilities 2018: $800,414Net Assets 2018: $21,682,0592018Assets 2019: $25,566,985Liabilities 2019: $820,066Net Assets 2019: $24,746,9192019Assets 2020: $26,857,288Liabilities 2020: $1,217,753Net Assets 2020: $25,639,5352020Assets 2021: $31,861,451Liabilities 2021: $1,159,2522021Assets 2022: $30,064,816Liabilities 2022: $1,079,625Net Assets 2022: $28,985,1912022Assets 2023: $32,045,020Liabilities 2023: $992,5612023Assets 2024: $35,698,786Liabilities 2024: $884,452Net Assets 2024: $34,814,3342024

Highlighted filing

2014

Assets$21,540,720
Liabilities$887,394
Net Assets$20,653,326
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,414,8542010Expenses 2011: $3,059,3072011Expenses 2012: $2,718,4562012Expenses 2013: $2,391,5612013Revenue 2014: $3,174,030Expenses 2014: $2,624,787Net Income 2014: $549,2432014Revenue 2015: $2,804,693Expenses 2015: $3,000,960Net Income 2015: -$196,2672015Revenue 2016: $2,781,842Expenses 2016: $3,196,686Net Income 2016: -$414,8442016Revenue 2017: $2,725,586Expenses 2017: $2,901,939Net Income 2017: -$176,3532017Revenue 2018: $3,255,913Expenses 2018: $2,311,862Net Income 2018: $944,0512018Revenue 2019: $5,578,158Expenses 2019: $2,548,775Net Income 2019: $3,029,3832019Revenue 2020: $3,371,710Expenses 2020: $2,866,455Net Income 2020: $505,2552020Revenue 2021: $5,285,908Expenses 2021: $3,039,247Net Income 2021: $2,246,6612021Revenue 2022: $4,975,857Expenses 2022: $3,065,588Net Income 2022: $1,910,2692022Revenue 2023: $3,752,044Expenses 2023: $3,422,359Net Income 2023: $329,6852023Revenue 2024: $4,510,220Expenses 2024: $3,327,258Net Income 2024: $1,182,9622024

Highlighted filing

2014

Revenue$3,174,030
Expenses$2,624,787
Net Income$549,243
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES E MENDEZ JRChairman/PresidentPT$250,000$1,267$251,267
CHARLES E MENDEZ IIIVice President/SecretaryFT$150,000$6,864$156,864
YVONNE L MENDEZVice President-$0--
LAWRENCE D MENDEZVice President/Asst Secret-$0--
MICHAEL D ANNISDirector-$0--
DR CHARLES F MITCHELLDirector-$0--
HENRY GONZALEZ IIIDirector/Treasurer-$0--
DIANA MENDEZDirector-$0--
JANET Y MENDEZDirector-$0--
MELISSA HOFFMANDirector-$0--
LAUREN E MENDEZDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOPEN HAND ATLANTATO MEET NUTRITION NEEDS AND PROMOTE NUTRITION EDUCATIONPCATLANTA, GA, US$1,000
Paid GrantPARK PRIDETO DEVELOP AND IMPROVE PARKS AND GREENSPACESPCATLANTA, GA, US$500
Paid GrantSPINA BIFIDA OF JACKSONVILLE INCTO PROMOTE SPINA BIFIDA AWARENESSPCJACKSONVILLE, FL, US$500
Paid GrantTAMPA GENERAL HOSPITAL FOUNDATIONTO SUPPORT TAMPA GENERAL HOSPITAL'S PROGRAMS & SERVICESPCTAMPA, FL, US$500
Paid GrantJAN HENRICK ACHIEVEMENT AWARD INCTO REWARD HIGH-SCHOOL STUDENTS FOR THEIR ACHIEVEMENTPCDADE CITY, FL, US$200
Paid GrantATLANTA HUMANE SOCIETYTO PROVIDE SHELTER, FOOD, SVCSPCATLANTA, GA, US$150
Filing and Contact Details

Filer

EIN
59-1086491
Phone
8132513600

Signing Officer

Name
Charles E Mendez Jr
Title
President
Phone
8132513600
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Preparer
Brett Hendee
Phone
8132581177
Raw XML AppendixShowing 400 of 1,153 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ENTERPRISE PRODUCTS PARTNERS L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ONEOK PARTNERS, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FLASHPOINT INVESTORS 1 LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CTW CODEGUARD INVESTMENT, LLC
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0859754
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt05370
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02193370
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt011649
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt021079
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt011649
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt032728
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01304154
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt092286
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0325000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0400000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0850353
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt0989490
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt079975
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt076384
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0205992
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0242698
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0242698
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0242698
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0549243
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt0765050
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt0765050
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0379734
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0359979
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0379734
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt01754540
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05272913
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt05575
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt058970
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt05575
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0125815
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0125815
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0125815
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt065269
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt043765
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt043765
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0710306
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0517801
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0249427
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0111375
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0111375
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt010050
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01045695
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt010050
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01055745
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt094593
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0299425
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt093797
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0346835
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0100074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0100074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt031600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt031600
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt04137
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0207060
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt04137
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0211197
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt028238
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt039149
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt026385
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt067387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01613371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0309217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02236012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0302977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02624787
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0820778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03174030
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0309217
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02233162
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0302977
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02621937
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt050044
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt050044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21081435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32510770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-41959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4128024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-41959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4128024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11039476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22638794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GREENMONT CAPITAL PARTNERS I, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SJF VENTURES II, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FLASHPOINT INVESTORS 1 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SETTLEMENT PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt092286
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-41959
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0549243
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01650535
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt020653326
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018453548
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020653326
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014632
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017632
IRS990PF/FMVAssetsEOYAmt021540720
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0131821
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0158286
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0287994
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0197723
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0287994
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0287994
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01321777
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02542296
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02542296
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09377856
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08902809
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08902809
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt0472503
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt0408301
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYFMVAmt0408301
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0285760
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt04312971
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0744523
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03863075
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt02485725
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt04027211
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt04027211
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02310287
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03118552
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03118552
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0559478
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0661211
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0661211
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0760615
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0729108
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt027037
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt098113
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt098113
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02593598
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01494233
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01494233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt019345984
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021540720
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021540720
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0892436
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0887394
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt019345984
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021540720
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018453548
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020653326
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt018453548
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt020653326
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020850519
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01757471
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010788190
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0312758
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt08304858
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01026888
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020537761
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020850519
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1100500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt275500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt365000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt462000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt022887
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt0840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,540,720
Liabilities
$887,394
Net assets
$20,653,326
Revenue
$3,174,030
Expenses
$2,624,787
Net income
$549,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.7$0.88$34.8$4.51$3.33$1.18
2023Summary only. Only limited summary data is available for this year.$32.0$0.99$3.75$3.42$0.33
2022Detailed filing. Detailed filing data is available for this year.$30.1$1.08$29.0$4.98$3.07$1.91
2021Summary only. Only limited summary data is available for this year.$31.9$1.16$5.29$3.04$2.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.9$1.22$25.6$3.37$2.87$0.51
2019Detailed filing. Detailed filing data is available for this year.$25.6$0.82$24.7$5.58$2.55$3.03
2018Detailed filing. Detailed filing data is available for this year.$22.5$0.80$21.7$3.26$2.31$0.94
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$0.85$19.9$2.73$2.90$0.18
2016Detailed filing. Detailed filing data is available for this year.$20.2$0.96$19.2$2.78$3.20$0.41
2015Summary only. Only limited summary data is available for this year.$20.5$0.90$2.80$3.00$0.20
2014Detailed filing. Detailed filing data is available for this year.$21.5$0.89$20.7$3.17$2.62$0.55
2013Detailed filing. Detailed filing data is available for this year.$19.4$0.13$19.2$2.39
2012Detailed filing. Detailed filing data is available for this year.$18.9$0.10$18.8$2.72
2011Detailed filing. Detailed filing data is available for this year.$19.5$0.12$19.4$3.06
2010Detailed filing. Detailed filing data is available for this year.$17.8$0.17$17.6$3.41