Civic Intelligence

Lon & Jessie Rogers Educational Tr 3402161800

990PF • Fiscal year 2018 • EIN 61-6019469

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 05, 2019

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

27th percentile

-2.8%

Higher net margin than 27% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$77,392

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

25th percentile

-3.4%

Faster asset growth than 25% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2015 to 2018

Revenue Growth

14th percentile

-19%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$11,232,650

Down $1,234,525 (-9.9%) from 2015

Net Assets

$11,232,650

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin27th percentile

Revenue

Down

$552,622

Down $478,616 (-46%) from 2015

Expenses

Down

$568,052

Down $233,811 (-29%) from 2015

Net Income

Down

-$15,430

Down $244,805 (-107%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,220,998Liabilities 2011: $02011Assets 2012: $11,301,333Liabilities 2012: $02012Assets 2013: $11,614,882Liabilities 2013: $02013Assets 2014: $12,105,628Liabilities 2014: $02014Assets 2015: $12,467,175Liabilities 2015: $02015Assets 2018: $11,232,650Liabilities 2018: $0Net Assets 2018: $11,232,6502018Assets 2019: $11,291,660Liabilities 2019: $1Net Assets 2019: $11,291,6602019Assets 2020: $11,065,991Liabilities 2020: $1Net Assets 2020: $11,065,9912020Assets 2021: $11,625,966Liabilities 2021: $1Net Assets 2021: $11,625,9662021Assets 2022: $11,311,599Liabilities 2022: $1Net Assets 2022: $11,311,5992022Assets 2023: $11,313,114Liabilities 2023: $1Net Assets 2023: $11,313,1142023Assets 2024: $11,090,019Liabilities 2024: $0Net Assets 2024: $11,090,0192024

Highlighted filing

2018

Assets$11,232,650
Liabilities$0
Net Assets$11,232,650
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $819,066Expenses 2011: $603,967Net Income 2011: $215,0992011Revenue 2012: $457,475Expenses 2012: $383,739Net Income 2012: $73,7362012Revenue 2013: $765,259Expenses 2013: $456,920Net Income 2013: $308,3392013Revenue 2014: $962,945Expenses 2014: $487,560Net Income 2014: $475,3852014Revenue 2015: $1,031,238Expenses 2015: $801,863Net Income 2015: $229,3752015Revenue 2018: $552,622Expenses 2018: $568,052Net Income 2018: -$15,4302018Revenue 2019: $889,964Expenses 2019: $694,345Net Income 2019: $195,6192019Revenue 2020: $822,734Expenses 2020: $1,055,451Net Income 2020: -$232,7172020Revenue 2021: $747,433Expenses 2021: $293,191Net Income 2021: $454,2422021Revenue 2022: $592,237Expenses 2022: $852,215Net Income 2022: -$259,9782022Revenue 2023: $707,984Expenses 2023: $745,246Net Income 2023: -$37,2622023Revenue 2024: $524,261Expenses 2024: $758,712Net Income 2024: -$234,4512024

Highlighted filing

2018

Revenue$552,622
Expenses$568,052
Net Income-$15,430
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 5, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$77,392-$77,392
Filing and Contact Details

Filer

Filer Name
Lon & Jessie Rogers Educational Trust
EIN
61-6019469
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2019-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Heather Hawes
Phone
3128792000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt817100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-4549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1024162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-3804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-6741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1413430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-12542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0102935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2185058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt392735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4133602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt550361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt650361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt766836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8231069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9109936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10265355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1141003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1263912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1392445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1495076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15218115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc04640.893 JPM GLBL RES ENH INDEX FD - SEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112631.343 NB HIGH INCOME BOND-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc219541.502 GOLDMAN SACHS STRAT INC-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc36404.354 CAPITAL GR NON US EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc45656.313 JPMORGAN GL RES ENH IDX-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc54402.214 JPMORGAN CORE BOND FUND ULTRA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62332.623 VANGUARD TOTAL INTL BND-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc76757.937 PIMCO SHORT TERM FUND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc827088.963 NB HIGH INCOME BOND-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc99100.658 T ROWE PR EMERG MKTS BND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc103756. ISHARES MISCI EAFE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc113223.506 AQR LONG-SHORT EQUITY-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc125912.303 CRM LONG/SHORT OPPORTUNITIES FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc139629.703 EQUINOX CAMPBELL STRATEGY-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142205.94 DODGE & INTERNATIONAL STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1520912.235 DOUBLELINE TOTL RET BND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0218715
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-15430
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0140387
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0138540
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011373037
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011249927
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011232650
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0731993
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0603356
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0731993
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0608130
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0128637
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04774
IRS990PF/DistributableAmountGrp/TotalTaxAmt04774
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04774
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt02370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04774
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04774
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011920
IRS990PF/FMVAssetsEOYAmt014322544
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011249927
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011232650
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01121806
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01445314
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01431780
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07045539
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06828998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09752416
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt028997
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt028997
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt028997
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt098324
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0112763
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0860176
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0949651
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0947572
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01689845
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01572675
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01689845
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01689845
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0620733
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0289844
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0289844
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011249927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011232650
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014322544
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011249927
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011232650
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011249927
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011232650
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012347818
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01468602
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010648406
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0185217
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0230810
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0608130
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012162601
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012347818
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0JPMORGAN CHASE BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt077392
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 S DEARBORN ST MC IL1-0111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0712704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0717478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0715394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0771738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0686839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0684583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0585634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.058598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.060883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.069627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054239
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012162601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt011750383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt011083936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt012663154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt012569573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt010890160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0720996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.292989
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0716222
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0485632
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt04774
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt0235364
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0720996
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,232,650
Liabilities
$0
Net assets
$11,232,650
Revenue
$552,622
Expenses
$568,052
Net income
-$15,430
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.52$0.76$0.23
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.71$0.75$0.04
2022Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.59$0.85$0.26
2021Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.75$0.29$0.45
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.82$1.06$0.23
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.89$0.69$0.20
2018Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.55$0.57$0.02
2015Summary only. Only limited summary data is available for this year.$12.5$0.00$1.03$0.80$0.23
2014Summary only. Only limited summary data is available for this year.$12.1$0.00$0.96$0.49$0.48
2013Summary only. Only limited summary data is available for this year.$11.6$0.00$0.77$0.46$0.31
2012Summary only. Only limited summary data is available for this year.$11.3$0.00$0.46$0.38$0.07
2011Summary only. Only limited summary data is available for this year.$11.2$0.00$0.82$0.60$0.22