Civic Intelligence

Warren P Powers Charitable Foundation Tr Ua

990 • Fiscal year 2016 • EIN 59-6935247

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization ProfileN/A

View Organization Page

1050 Talleyrand AvenueJacksonville, FL 32206

(904) 353-5353

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

37th percentile

-1.6%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$3,040,516

Down $50,806 (-1.6%) from 2015

Net Assets

Down

$3,039,469

Down $50,806 (-1.6%) from 2015

Liabilities

Flat

$1,047

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin15th percentile

Revenue

Up

$265,476

Up $354,893 (+397%) from 2015

Expenses

Up

$316,282

Up $33,211 (+12%) from 2015

Net Income

Up

-$50,806

Up $321,682 (+86%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,152,987Liabilities 2011: $1,081Net Assets 2011: $3,151,9062011Assets 2012: $3,408,621Liabilities 2012: $975Net Assets 2012: $3,407,6462012Assets 2013: $3,647,953Liabilities 2013: $1,065Net Assets 2013: $3,646,8882013Assets 2014: $3,463,809Liabilities 2014: $1,063Net Assets 2014: $3,462,7462014Assets 2015: $3,091,322Liabilities 2015: $1,047Net Assets 2015: $3,090,2752015Assets 2016: $3,040,516Liabilities 2016: $1,047Net Assets 2016: $3,039,4692016Assets 2017: $3,296,051Liabilities 2017: $2,047Net Assets 2017: $3,294,0042017Assets 2018: $2,819,896Liabilities 2018: $1,985Net Assets 2018: $2,817,9112018Assets 2019: $3,094,935Liabilities 2019: $1,977Net Assets 2019: $3,092,9582019Assets 2020: $3,169,944Liabilities 2020: $1,965Net Assets 2020: $3,167,9792020Assets 2021: $3,387,969Liabilities 2021: $1,963Net Assets 2021: $3,386,0062021Assets 2022: $2,557,392Liabilities 2022: $1,949Net Assets 2022: $2,555,4432022Assets 2023: $2,760,043Liabilities 2023: $915Net Assets 2023: $2,759,1282023Assets 2024: $2,776,716Liabilities 2024: $1,909Net Assets 2024: $2,774,8072024

Highlighted filing

2016

Assets$3,040,516
Liabilities$1,047
Net Assets$3,039,469
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: -$75,929Expenses 2011: $319,876Net Income 2011: -$395,8052011Revenue 2012: $542,440Expenses 2012: $286,701Net Income 2012: $255,7392012Revenue 2013: $570,849Expenses 2013: $331,518Net Income 2013: $239,3312013Revenue 2014: $144,651Expenses 2014: $328,793Net Income 2014: -$184,1422014Revenue 2015: -$89,417Expenses 2015: $283,071Net Income 2015: -$372,4882015Revenue 2016: $265,476Expenses 2016: $316,282Net Income 2016: -$50,8062016Revenue 2017: $568,784Expenses 2017: $313,250Net Income 2017: $255,5342017Revenue 2018: $359,843Expenses 2018: $311,672Net Income 2018: $48,1712018Revenue 2019: $193,972Expenses 2019: $301,141Net Income 2019: -$107,1692019Revenue 2020: $309,692Expenses 2020: $372,724Net Income 2020: -$63,0322020Revenue 2021: $418,447Expenses 2021: $290,341Net Income 2021: $128,1062021Revenue 2022: $111,172Expenses 2022: $396,842Net Income 2022: -$285,6702022Revenue 2023: $150,499Expenses 2023: $286,807Net Income 2023: -$136,3082023Revenue 2024: $262,271Expenses 2024: $357,792Net Income 2024: -$95,5212024

Highlighted filing

2016

Revenue$265,476
Expenses$316,282
Net Income-$50,806
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.1
Gross Receipts
$1,240,163
Mission and Program Overview

Mission

See footnote attached to end of return

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,660,005$5,660,005→ $0
Investments in Publicly Traded Securities$2,955,937$2,769,815▼ $186,122
Savings and Temporary Cash Investments$80,995$270,701▲ $189,706
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-2,569,730$-2,620,536▼ $50,806
Total Assets$3,091,322$3,040,516▼ $50,806
Other Assets Total$54,390$0▼ $54,390
Liabilities
Accounts Payable and Accrued Expenses$1,047$1,047→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,047$1,047→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,090,275$3,039,469▼ $50,806
Total Liabilities and Net Assets / Fund Balance$3,091,322$3,040,516▼ $50,806
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Nancy PowersExecutive DirectorPT$60,000$60,000

Board Members and Trustees

NameTitle
Bill BeitzTrustee
Father James BoddieTrustee
Frank JapourTrustee
Jane a CollinsTrustee
John CavenTrustee
MOLLIE A O'NEILTrustee
Patrick D PowersTrustee
Thomas J PowersTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$35,000
Program Service Revenue
$0
Investment Income
$125,575
Other Revenue
$104,901
All Other Contributions
$35,000
Change in Net Assets
$-50,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$172,632
Salaries, Compensation, and Employee Benefits$99,590
Other Expenses$44,060
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$172,632--$172,632
Current Officers, Directors, Trustees, and Key Employees-$60,000-$60,000
Pension Plan Contributions-$35,000-$35,000
Fees for Service Investment Mgmnt Fees-$33,261-$33,261
Other Expenses-$6,525-$6,525
Payroll Taxes-$4,590-$4,590
Fees for Services Accounting-$2,100-$2,100
Travel-$1,455-$1,455
Total Functional Expenses$172,632$143,650$0$316,282
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Assumption Catholic ChurchJacksonville, FL501(c)(3)Charitable$33,200
St Vincent De Paul SocietyFlagler Beach, FL501(c)(3)Charitable$22,000
Catholic Community Services of UtahSalt Lake City, UT501(c)(3)Charitable$20,000
Obria Medical ClinicsAliso Viejo, CA501(c)(3)Charitable$18,000
Catholic Charities - JacksonvilleJacksonville, FL501(c)(3)Charitable$15,000
Catholic Charities of Orange CountySanta Ana, CA501(c)(3)Charitable$15,000
Grandmas HouseSanta Ana, CA501(c)(3)Charitable$15,000
Christ the KingJacksonville, FL501(c)(3)Charitable$10,000
Sisters of St JosephSt Augustine, FL501(c)(3)Charitable$10,000
Our Lady of Good CounselSt Augustine, FL501(c)(3)Charitable$9,000
Diocese of Saint AugustineJacksonville, FL501(c)(3)Charitable$5,432
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
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Patrick PowersTrusteeInvestment Management FeesNo-

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section A, Line 2

“Nancy powers, patrick powers, thomas powers and jane collins are all siblings. Patrick powers also has a business relationship with the foundation through his investment management company, powers capital. He provides investment managment services for the assets of the foundation.”

Part VI, Section B, Line 11B

“Reviews return for accuracy and also engages with paid preparer to ensure complete and accurate return.”

Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The organization does not maintian a website in which the above items are posted.”

Filing and Contact Details

Filer

Filer Name
Warren P Powers Charitable Foundation
EIN
59-6935247
In Care Of
% NANCY POWERS
Phone
9043535353
Address
1050 Talleyrand Avenue, Jacksonville, FL 32206

Signing Officer

Name
Nancy Powers
Title
Executive Director
Phone
9043535533
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Powers
Formed
1989
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
5
Employees
1

Preparer

Firm
Heinz & Jolles LLP
Address
10375 Centurion Parkway N Ste 115, Jacksonville, FL 32256
Preparer
Jamie M Jolles
Phone
9046522230
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IRS990/NetAssetsOrFundBalancesEOYAmt03039469
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02086
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt054390
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/Desc2FOREIGN TAX PAID
IRS990/OtherExpensesGrp/Desc3401K MANAGEMENT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0325
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt196
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2298
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36525
IRS990/OtherExpensesGrp/TotalAmt0325
IRS990/OtherExpensesGrp/TotalAmt196
IRS990/OtherExpensesGrp/TotalAmt2298
IRS990/OtherExpensesGrp/TotalAmt36525
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAIN ON INVESTMENTS
IRS990/OtherRevenueMiscGrp/Desc1OTHER PORTFOLIO INCOME - ML-CSP II A TRUST
IRS990/OtherRevenueMiscGrp/Desc2ROUNDING
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0105753
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-854
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22
IRS990/OtherRevenueTotalAmt0104901
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04590
IRS990/PayrollTaxesGrp/TotalAmt04590
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt035000
IRS990/PensionPlanContributionsGrp/TotalAmt035000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0NANCY POWERS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt035000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0142126
IRS990/PYInvestmentIncomeAmt0134141
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt041321
IRS990/PYOtherRevenueAmt0-258558
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-372488
IRS990/PYSalariesCompEmpBnftPaidAmt099624
IRS990/PYTotalExpensesAmt0283071
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-89417
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-50806
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-2569730
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-2620536
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080995
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0270701
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0122635
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0106644
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0122635
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0106644
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt031589
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt035545
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt091046
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt071099
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt071099
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0115291
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0115291
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt060434
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0115291
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0115291
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0282723
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0282723
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0282723
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt0115291
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0110091
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0172632
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0115291
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0149.7359
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0172632
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0282723
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03581877
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03344188
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0133686
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt087358
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03448191

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,040,516
Liabilities
$1,047
Net assets
$3,039,469
Revenue
$265,476
Expenses
$316,282
Net income
-$50,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.77$0.26$0.36$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.15$0.29$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.11$0.40$0.29
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.42$0.29$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.31$0.37$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.19$0.30$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.36$0.31$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.29$0.57$0.31$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.27$0.32$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.09$0.28$0.37
2014Summary only. Only limited summary data is available for this year.$3.46$0.00$3.46$0.14$0.33$0.18
2013Summary only. Only limited summary data is available for this year.$3.65$0.00$3.65$0.57$0.33$0.24
2012Summary only. Only limited summary data is available for this year.$3.41$0.00$3.41$0.54$0.29$0.26
2011Summary only. Only limited summary data is available for this year.$3.15$0.00$3.15$0.08$0.32$0.40