Civic Intelligence

Hollis Foundation

990 • Fiscal year 2021 • EIN 61-1900941

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization ProfileN/A
1221 SW Yamhill St 100Portland, OR 97205-2108

(503) 227-6846

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

10th percentile

0.03x

Higher debt load relative to revenue than 10% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

71st percentile

$497,003

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

76th percentile

24%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-23%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$88,968,365

Up $17,036,629 (+24%) from 2020

Net Assets

Up

$88,547,775

Up $16,796,193 (+23%) from 2020

Liabilities

Up

$420,590

Up $240,436 (+133%) from 2020

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin94th percentile

Revenue

Down

$14,360,180

Down $4,172,473 (-23%) from 2020

Expenses

Up

$4,110,191

Up $1,490,127 (+57%) from 2020

Net Income

Down

$10,249,989

Down $5,662,600 (-36%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$150M$100M$50M$0Assets 2018: $46,938,194Liabilities 2018: $84,094Net Assets 2018: $46,854,1002018Assets 2019: $49,985,077Liabilities 2019: $128,828Net Assets 2019: $49,856,2492019Assets 2020: $71,931,736Liabilities 2020: $180,154Net Assets 2020: $71,751,5822020Assets 2021: $88,968,365Liabilities 2021: $420,590Net Assets 2021: $88,547,7752021Assets 2022: $70,030,139Liabilities 2022: $304,259Net Assets 2022: $69,725,8802022Assets 2023: $89,374,274Liabilities 2023: $235,351Net Assets 2023: $89,138,9232023Assets 2024: $147,453,966Liabilities 2024: $1,403,369Net Assets 2024: $146,050,5972024

Highlighted filing

2021

Assets$88,968,365
Liabilities$420,590
Net Assets$88,547,775
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

$60M$40M$20M$0-$20MRevenue 2018: $47,490,119Expenses 2018: $84,094Net Income 2018: $47,406,0252018Revenue 2019: $1,606,907Expenses 2019: $3,709,006Net Income 2019: -$2,102,0992019Revenue 2020: $18,532,653Expenses 2020: $2,620,064Net Income 2020: $15,912,5892020Revenue 2021: $14,360,180Expenses 2021: $4,110,191Net Income 2021: $10,249,9892021Revenue 2022: -$82,532Expenses 2022: $2,994,082Net Income 2022: -$3,076,6142022Revenue 2023: $10,540,843Expenses 2023: $3,173,320Net Income 2023: $7,367,5232023Revenue 2024: $50,560,741Expenses 2024: $6,116,613Net Income 2024: $44,444,1282024

Highlighted filing

2021

Revenue$14,360,180
Expenses$4,110,191
Net Income$10,249,989
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Gross Receipts
$35,252,595
Mission and Program Overview

Mission

The Hollis Foundation is a supporting organization of The Oregon Community Foundation (OCF). The Foundation makes grants that further the mission of OCF which is to improve lives for all Oregonians through the power of philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$71,674,250$87,577,350▲ $15,903,100
Cash and Non-Interest-Bearing Accounts$195,290$1,329,588▲ $1,134,298
Other Notes and Loans Receivable, Net$62,196$61,427▼ $769
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$71,931,736$88,968,365▲ $17,036,629
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$180,154$220,590▲ $40,436
Grants Payable-$200,000-
Other Liabilities$0$0→ $0
Total Liabilities$180,154$420,590▲ $240,436
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$71,751,582$88,547,775▲ $16,796,193
Total Net Assets Fund Balance$71,751,582$88,547,775▲ $16,796,193
Total Liabilities and Net Assets / Fund Balance$71,931,736$88,968,365▲ $17,036,629

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$71,751,582$10,418,240▲ $10,488,144-$88,547,775
2020$49,856,249$18,201,400▲ $6,263,997$-50,000$71,751,582
2019$46,854,100$0▲ $6,713,064-$49,856,249
2018$0$48,655,278▼ $1,708,473-$46,854,100
2017$0---$0
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
-President
-Trustee
-Assistant Secretary/Treasurer
-Assistant Treasurer
-Secretary
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,418,240
Program Service Revenue
$0
Investment Income
$3,941,940
Other Revenue
$0
All Other Contributions
$10,418,240
Change in Net Assets
$10,249,989

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$10,418,240Market value
Total Noncash Contributions1$10,418,240-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,050,000
Other Expenses$1,060,191
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,050,000--$3,050,000
Fees for Service Investment Mgmnt Fees-$204,053-$204,053
Other Expenses-$2,450-$2,450
Total Functional Expenses$3,050,000$1,060,191$0$4,110,191
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oregon Agricultural TrustSalem, OR501(c)(3)Environment$750,000
Columbia Land TrustVancouver, WA509(a)(1)Environment$500,000
Nature Conservancy in OregonPortland, OR509(a)(1)Environment$500,000
Oregon Community FoundationPortland, OR501(c)(3)Civic Engagement$500,000
North Coast Land ConservancySeaside, OR501(c)(3)Environment$300,000
Willamette Falls TrustOregon City, OR501(c)(3)Parks and Recreation$300,000
1000 Friends of OregonPortland, OR509(a)(1)Environment$150,000
Audubon Society of PortlandPortland, OR509(a)(1)Environment$50,000
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
Insider Transactions and Loans

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
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

“David Anderson, Linda Anderson - Family relationship, David Anderson, Linda Anderson - Business relationship”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“The Oregon Community Foundation is entitled to appoint 3 (of 5) Trustees of the Board of Trustees. David Anderson (or his successor) is entitled to appoint 1 Trustee. Linda Anderson (or her successor) is entitled to appoint 1 Trustee.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The Oregon Community Foundation (OCF) prepares the Form 990 which is reviewed by OCF's Chief Financial and Operations Officer. All Board members are provided a copy of the completed 990 before it is filed.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Board members and officers annually receive copies of the Foundation's conflict of interest policy and confirm in writing that they have read, understand and agree to comply with the policy.”

Form 990, Part VI, Line 19 Required documents available to the public

“The Hollis Foundation is a supporting organization of The Oregon Community Foundation (OCF). The OCF consolidated financial statements are posted on its website (www.oregoncf.org). Conflict of interest policies and governing documents are provided upon request either by mail, electronically or review in the office.”

Filing and Contact Details

Filer

Filer Name
Hollis Foundation
EIN
61-1900941
Phone
5032276846
Address
1221 SW Yamhill St 100, Portland, OR 97205-2108

Signing Officer

Name
Erica D Daley
Title
Assistant Treasurer
Signed
2022-11-11

Organization Details

Formed
2018
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
5
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C audit committee responsibility

“The Oregon Community Foundation's audit committee oversees the audit and selection of the independent accountants.”

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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237315673
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03050000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Oregon Community Foundation
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03050000
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/BoardDesignatedBalanceEOYPct01.0
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01060191
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt071751582
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010418240
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt088547775
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03050000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010488144
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0771064
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt049856249
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt018201400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt071751582
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01849000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06263997
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-50000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0675915
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt046854100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt049856249
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt03035000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06713064
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt092705
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt048655278
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt046854100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1708473
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.0
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.0
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0500000
IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/CashGrantAmt2500000
IRS990ScheduleI/RecipientTable/CashGrantAmt3150000
IRS990ScheduleI/RecipientTable/CashGrantAmt4500000
IRS990ScheduleI/RecipientTable/CashGrantAmt5300000
IRS990ScheduleI/RecipientTable/CashGrantAmt6300000
IRS990ScheduleI/RecipientTable/CashGrantAmt7750000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1509(a)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2509(a)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3509(a)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4509(a)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Civic Engagement
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Environment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Environment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Environment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Environment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Environment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Parks and Recreation
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Environment
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Oregon Community Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Audubon Society of Portland
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Nature Conservancy in Oregon
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt31000 Friends of Oregon
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Columbia Land Trust
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5North Coast Land Conservancy
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Willamette Falls Trust
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Oregon Agricultural Trust
IRS990ScheduleI/RecipientTable/RecipientEIN0237315673
IRS990ScheduleI/RecipientTable/RecipientEIN1936026088
IRS990ScheduleI/RecipientTable/RecipientEIN2530242652
IRS990ScheduleI/RecipientTable/RecipientEIN3930642086
IRS990ScheduleI/RecipientTable/RecipientEIN4943140861
IRS990ScheduleI/RecipientTable/RecipientEIN5930957815
IRS990ScheduleI/RecipientTable/RecipientEIN6474968611
IRS990ScheduleI/RecipientTable/RecipientEIN7843396259
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01221 SW Yamhill St Ste 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15151 NW Cornell Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2821 SE 14th Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3133 SW 2nd Ave 201
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4850 Officers Row
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO Box 67
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO Box 2588
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7P O Box 7359
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Portland
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Portland
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Portland
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Portland
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Vancouver
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Seaside
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Oregon City
IRS990ScheduleI/RecipientTable/USAddress/CityNm7Salem
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0972052108
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197210
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd297214
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd397204
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd498661
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd597138
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd697045
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd797303
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants from the supporting org totaling $100,000 or greater, and grants with contingent payments are subject to annual reporting. In the case of contingent grants, the report should be received before the next payment is released. Other reporting at staff discretion (e.g., programmatic, reports tailored to donor interest).
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.
IRS990ScheduleI/Total501c3OrgCnt08
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,968,365
Liabilities
$420,590
Net assets
$88,547,775
Revenue
$14,360,180
Expenses
$4,110,191
Net income
$10,249,989
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$147$1.40$146$50.6$6.12$44.4
2023Detailed filing. Detailed filing data is available for this year.$89.4$0.24$89.1$10.5$3.17$7.37
2022Detailed filing. Detailed filing data is available for this year.$70.0$0.30$69.7$0.08$2.99$3.08
2021Detailed filing. Detailed filing data is available for this year.$89.0$0.42$88.5$14.4$4.11$10.2
2020Detailed filing. Detailed filing data is available for this year.$71.9$0.18$71.8$18.5$2.62$15.9
2019Detailed filing. Detailed filing data is available for this year.$50.0$0.13$49.9$1.61$3.71$2.10
2018Detailed filing. Detailed filing data is available for this year.$46.9$0.08$46.9$47.5$0.08$47.4