Civic Intelligence

Warren P Powers Charitable Foundation Tr Ua

990 • Fiscal year 2018 • EIN 59-6935247

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization ProfileN/A

View Organization Page

9485 Regency Square Blvd Suite 110Jacksonville, FL 32225

(904) 353-5353

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$60,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

9th percentile

-14%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,819,896

Down $476,155 (-14%) from 2017

Net Assets

Down

$2,817,911

Down $476,093 (-14%) from 2017

Liabilities

Down

$1,985

Down $62 (-3.0%) from 2017

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin71st percentile

Revenue

Down

$359,843

Down $208,941 (-37%) from 2017

Expenses

Down

$311,672

Down $1,578 (-0.5%) from 2017

Net Income

Down

$48,171

Down $207,363 (-81%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2018

Assets$2,819,896
Liabilities$1,985
Net Assets$2,817,911
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

2018

Revenue$359,843
Expenses$311,672
Net Income$48,171
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$3,093,316
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$3,167,507$2,485,585▼ $681,922
Savings and Temporary Cash Investments$128,544$334,311▲ $205,767
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→ $0
Rtn Earn Endowment Incm Other Fnds$-2,366,001$-2,842,094▼ $476,093
Total Assets$3,296,051$2,819,896▼ $476,155
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,047$1,985▼ $62
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$2,047$1,985▼ $62
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,294,004$2,817,911▼ $476,093
Total Liabilities and Net Assets / Fund Balance$3,296,051$2,819,896▼ $476,155
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleBaseTotal
Nancy PowersExecutive Director$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
$36,500
Program Service Revenue
$0
Investment Income
$323,291
Other Revenue
$52
All Other Contributions
$36,500
Change in Net Assets
$48,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$160,090
Salaries, Compensation, and Employee Benefits$101,090
Other Expenses$50,492
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,090--$160,090
Current Officers, Directors, Trustees, and Key Employees-$60,000-$60,000
Fees for Service Investment Mgmnt Fees-$43,190-$43,190
Pension Plan Contributions-$36,500-$36,500
Payroll Taxes-$4,590-$4,590
Fees for Services Accounting-$2,600-$2,600
Travel-$2,470-$2,470
Other Expenses-$1,010-$1,010
All Other Expenses-$825-$825
Interest-$2-$2
Total Functional Expenses$160,090$151,582$0$311,672
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Association of St LawrenceJacksonville, FL501(c)(3)Charitable$23,000
Catholic Charities - JacksonvilleJacksonville, FL501(c)(3)Charitable$21,090
Catholic Community Services of UtahSalt Lake City, UT501(c)(3)Charitable$20,000
L'ARCHE JACKSONVILLEJacksonville, FL501(c)(3)Charitable$20,000
Life TeenMesz, AZ501(c)(3)Charitable$20,000
Thomas House Family ShelterGarden Grove, CA501(c)(3)Charitable$20,000
Sister of Joseph of St AugustineSt Augustine, FL501(c)(3)Charitable$15,000
MARY'S PATHSanta Ana, CA501(c)(3)Charitable$11,000
Taller San JoseSanta Ana, CA501(c)(3)Charitable$10,000
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$8,394

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
9485 Regency Square Blvd Suite 110, Jacksonville, FL 32225

Signing Officer

Name
Nancy Powers
Title
Executive Director
Phone
9043535533
Signed
2019-05-10
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/MissionDesc0SEE FOOTNOTE ATTACHED TO END OF RETURN
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt03294004
IRS990/NetAssetsOrFundBalancesEOYAmt02817911
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0247669
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-524264
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE
IRS990/OtherExpensesGrp/Desc1OFFICE SUPPLIES
IRS990/OtherExpensesGrp/Desc2TAX EXPENSE
IRS990/OtherExpensesGrp/Desc3FOREIGN TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1187
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31010
IRS990/OtherExpensesGrp/TotalAmt08
IRS990/OtherExpensesGrp/TotalAmt1187
IRS990/OtherExpensesGrp/TotalAmt2200
IRS990/OtherExpensesGrp/TotalAmt31010
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt052
IRS990/OtherRevenueTotalAmt052
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/ManagementAndGeneralAmt036500
IRS990/PensionPlanContributionsGrp/TotalAmt036500
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0NANCY POWERS
IRS990/PriorPeriodAdjustmentsAmt0-41205
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt036000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0163200
IRS990/PYInvestmentIncomeAmt0338714
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt049460
IRS990/PYOtherRevenueAmt0194070
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0255534
IRS990/PYSalariesCompEmpBnftPaidAmt0100590
IRS990/PYTotalExpensesAmt0313250
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0568784
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt048171
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/BOYAmt0-2366001
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-2842094
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0128544
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0334311
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt075621
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0167641
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt07696
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt075621
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0159945
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt043190
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt042391
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt032431
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0125250
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0125250
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0136541
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0136541
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0106463
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0136541
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0136541
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0268171
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0167432
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0100739
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0268171
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0147253
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0167432
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0100739
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt0136541
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0268171
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0136541
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
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

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,819,896
Liabilities
$1,985
Net assets
$2,817,911
Revenue
$359,843
Expenses
$311,672
Net income
$48,171
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