Civic Intelligence

Lees College Inc.

990 • Fiscal year 2014 • EIN 61-0447250

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

Organization ProfileN/A
P O Box 640Jackson, KY 41339

(606) 487-3072

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-25%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$7,175,933

Up $917,627 (+15%) from 2013

Net Assets

Up

$7,175,823

Up $917,627 (+15%) from 2013

Liabilities

Flat

$110

Flat from 2013

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin92nd percentile

Revenue

$440,761

No earlier filing loaded for comparison.

Expenses

Up

$197,222

Up $21,238 (+12%) from 2013

Net Income

$243,539

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$10M$5.0M$0Assets 2011: $5,773,722Liabilities 2011: $2,744Net Assets 2011: $5,770,9782011Assets 2012: $5,636,355Liabilities 2012: $0Net Assets 2012: $5,636,3552012Assets 2013: $6,258,306Liabilities 2013: $110Net Assets 2013: $6,258,1962013Assets 2014: $7,175,933Liabilities 2014: $110Net Assets 2014: $7,175,8232014Assets 2015: $6,959,717Liabilities 2015: $110Net Assets 2015: $6,959,6072015Assets 2016: $6,565,786Liabilities 2016: $110Net Assets 2016: $6,565,6762016Assets 2017: $6,887,612Liabilities 2017: $0Net Assets 2017: $6,887,6122017Assets 2018: $7,310,257Liabilities 2018: $0Net Assets 2018: $7,310,2572018Assets 2019: $7,493,003Liabilities 2019: $0Net Assets 2019: $7,493,0032019Assets 2020: $7,705,370Liabilities 2020: $0Net Assets 2020: $7,705,3702020Assets 2021: $9,305,745Liabilities 2021: $0Net Assets 2021: $9,305,7452021Assets 2022: $7,845,464Liabilities 2022: $0Net Assets 2022: $7,845,4642022Assets 2024: $8,510,146Liabilities 2024: $0Net Assets 2024: $8,510,1462024

Highlighted filing

2014

Assets$7,175,933
Liabilities$110
Net Assets$7,175,823
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $392,358Expenses 2011: $197,727Net Income 2011: $194,6312011Expenses 2012: $182,7702012Expenses 2013: $175,9842013Revenue 2014: $440,761Expenses 2014: $197,222Net Income 2014: $243,5392014Revenue 2015: $340,798Expenses 2015: $200,657Net Income 2015: $140,1412015Revenue 2016: $114,948Expenses 2016: $285,736Net Income 2016: -$170,7882016Revenue 2017: $910,485Expenses 2017: $490,537Net Income 2017: $419,9482017Revenue 2018: $556,529Expenses 2018: $203,314Net Income 2018: $353,2152018Revenue 2019: $390,780Expenses 2019: $280,112Net Income 2019: $110,6682019Revenue 2020: $769,647Expenses 2020: $311,720Net Income 2020: $457,9272020Revenue 2021: $453,498Expenses 2021: $278,066Net Income 2021: $175,4322021Revenue 2022: $311,917Expenses 2022: $207,861Net Income 2022: $104,0562022Revenue 2024: $439,756Expenses 2024: $465,753Net Income 2024: -$25,9972024

Highlighted filing

2014

Revenue$440,761
Expenses$197,222
Net Income$243,539
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$1,471,631
Mission and Program Overview

Mission

EDUCATION ASSISTANCE

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,573,255$6,431,694▲ $858,439
Cash and Non-Interest-Bearing Accounts$37,366$23,498▼ $13,868
Land, Buildings, and Equipment, Net$25,820$20,187▼ $5,633
Accounts Receivable$3,421$8,191▲ $4,770
Prepaid Expenses and Deferred Charges$6,744$446▼ $6,298
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,258,306$7,175,933▲ $917,627
Other Assets Total$611,700$691,917▲ $80,217
Liabilities
Accounts Payable and Accrued Expenses$110$110→ $0
Total Liabilities$110$110→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,253,898$3,770,063▲ $516,165
Unrestricted Net Assets$2,142,126$2,440,440▲ $298,314
Permanently Rstr Net Assets$862,172$965,320▲ $103,148
Total Net Assets Fund Balance$6,258,196$7,175,823▲ $917,627
Total Liabilities and Net Assets / Fund Balance$6,258,306$7,175,933▲ $917,627

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,187$7,981$28,168
Other Assets Org$691,917--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$6,190,125-▲ $1,075,526-$7,128,793
2012$5,609,488$500▲ $746,413-$6,190,125
2011$5,716,883$1,215▼ $49,139-$5,609,489
2010$4,823,790$813▲ $995,861-$5,669,333
2009-$297,034-$98,327$4,823,790
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Hilliard H Smith IiiChairman
Mr J Phil SmithPresident
Dr Charles M DerricksonTrustee
Judge Sara Walter CombsTrustee
Mr Darrell a HeraldTrustee
Mr Harold MullisTrustee
Mr J Hagan CodellTrustee
Mr Harold HolbrookSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$19,000
Program Service Revenue
$0
Investment Income
$421,761
Other Revenue
$0
All Other Contributions
$19,000
Change in Net Assets
$243,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,222
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
All Other Expenses-$20,942-$20,942
Other Expenses$67,600$13,000-$13,000
Depreciation Depletion$5,634--$5,634
Total Functional Expenses$73,234$123,988$0$197,222
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
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Hagan codell - family relationshiphilliard h. Smith, iii - family relationshipj. Phil smith - family relationship”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The board president will review and approve form 990.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to public”

Filing and Contact Details

Filer

EIN
61-0447250
Phone
6064873072

Signing Officer

Name
Mr J Phil Smith
Title
President
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1883
Legal Domicile
Ky
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Preparer
Ryan R Laski CPA
Phone
8592648785
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“BAGBY SERVICE FEE: Column (A) - Total = $250; Column (B) - Program Services = $0; Column (C) - Management & General = $250; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“GIFTS: Column (A) - Total = $500; Column (B) - Program Services = $0; Column (C) - Management & General = $500; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“INSURANCE: Column (A) - Total = $9127; Column (B) - Program Services = $0; Column (C) - Management & General = $9127; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PROFESSIONAL SERVICES: Column (A) - Total = $7432; Column (B) - Program Services = $0; Column (C) - Management & General = $7432; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SERVICE FEES: Column (A) - Total = $3633; Column (B) - Program Services = $0; Column (C) - Management & General = $3633; Column (D) - Fundraising = $0”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Unrealized gains on investments = $674088”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The objectives for the endowment funds are to provide for a reasonable total investment return, consistent with the needs to safegaurd the college's assets, while maximizing the total investment return on those assets. The college may spend only the income from the investments to support educational purposes.”

Raw XML AppendixShowing 400 of 457 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/OtherExpensesGrp/TotalAmt167600
IRS990/OtherExpensesGrp/TotalAmt215253
IRS990/OtherExpensesGrp/TotalAmt313000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0862172
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0965320
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06744
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0446
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt026916
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0560818
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0175984
IRS990/PYRevenuesLessExpensesAmt0411750
IRS990/PYTotalExpensesAmt0175984
IRS990/PYTotalRevenueAmt0587734
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0243539
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Additional Supplemental Information - Support Schedule
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt026916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt024163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0135531
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0215594
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0180249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0180163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0152481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0133546
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0862033
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.09550
IRS990ScheduleA/PublicSupportPY170Pct00.11420
IRS990ScheduleA/PublicSupportTotal170Amt095270
IRS990ScheduleA/SubstantialContributorsTotAmt040261
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestPYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024163
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0135531
IRS990ScheduleA/TotalSupportAmt0997564
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0136858
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06190125
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07128793
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01075526
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0166285
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05609488
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06190125
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0746413
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt059505
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05716883
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01215
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05609489
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-49139
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0151131
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04823790
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0813
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05669333
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0995861
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04823790
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0297034
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04823790
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt098327
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt020187
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07981
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028168
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0691917
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST IN PERPETUAL TRUST
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE OBJECTIVES FOR THE ENDOWMENT FUNDS ARE TO PROVIDE FOR A REASONABLE TOTAL INVESTMENT RETURN, CONSISTENT WITH THE NEEDS TO SAFEGAURD THE COLLEGE'S ASSETS, WHILE MAXIMIZING THE TOTAL INVESTMENT RETURN ON THOSE ASSETS. THE COLLEGE MAY SPEND ONLY THE INCOME FROM THE INVESTMENTS TO SUPPORT EDUCATIONAL PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020187
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0691917
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HAGAN CODELL - FAMILY RELATIONSHIPHILLIARD H. SMITH, III - FAMILY RELATIONSHIPJ. PHIL SMITH - FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD PRESIDENT WILL REVIEW AND APPROVE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BAGBY SERVICE FEE: Column (A) - Total = $250; Column (B) - Program Services = $0; Column (C) - Management & General = $250; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GIFTS: Column (A) - Total = $500; Column (B) - Program Services = $0; Column (C) - Management & General = $500; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE: Column (A) - Total = $9127; Column (B) - Program Services = $0; Column (C) - Management & General = $9127; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROFESSIONAL SERVICES: Column (A) - Total = $7432; Column (B) - Program Services = $0; Column (C) - Management & General = $7432; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SERVICE FEES: Column (A) - Total = $3633; Column (B) - Program Services = $0; Column (C) - Management & General = $3633; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UNREALIZED GAINS ON INVESTMENTS = $674088
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt03253898
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt03770063
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06258306
IRS990/TotalAssetsEOYAmt07175933
IRS990/TotalAssetsGrp/BOYAmt06258306
IRS990/TotalAssetsGrp/EOYAmt07175933

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,175,933
Liabilities
$110
Net assets
$7,175,823
Revenue
$440,761
Expenses
$197,222
Net income
$243,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.44$0.47$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.85$0.00$7.85$0.31$0.21$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.31$0.00$9.31$0.45$0.28$0.18
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.71$0.00$7.71$0.77$0.31$0.46
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.49$0.00$7.49$0.39$0.28$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.31$0.00$7.31$0.56$0.20$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.00$6.89$0.91$0.49$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.57$0.00$6.57$0.11$0.29$0.17
2015Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.34$0.20$0.14
2014Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.44$0.20$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.00$6.26$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$0.00$5.64$0.18
2011Summary only. Only limited summary data is available for this year.$5.77$0.00$5.77$0.39$0.20$0.19