Civic Intelligence

Blount Memorial Foundation Inc.

990 • Fiscal year 2016 • EIN 62-1412287

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 06, 2017

Organization ProfileN/A
907 E Lamar Alexander ParkwayMaryville, TN 37804

(865) 977-5727

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

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

Liabilities / Revenue

14th percentile

0.00x

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

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

Net Margin

90th percentile

41%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

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

Asset Growth

100th percentile

7557%

Faster asset growth than 100% of similar nonprofits.

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

Revenue Growth

94th percentile

98%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,755,132

Up $1,732,210 (+7557%) from 2015

Net Assets

Up

$1,755,132

Up $1,732,210 (+7557%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin90th percentile

Revenue

Up

$547,218

Up $270,433 (+98%) from 2015

Expenses

Down

$323,073

Down $5,945 (-1.8%) from 2015

Net Income

Up

$224,145

Up $276,378 (+529%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $45,108Liabilities 2010: $0Net Assets 2010: $45,1082010Assets 2011: $89,022Liabilities 2011: $0Net Assets 2011: $89,0222011Assets 2012: $64,015Liabilities 2012: $0Net Assets 2012: $64,0152012Assets 2013: $45,767Liabilities 2013: $0Net Assets 2013: $45,7672013Assets 2014: $75,155Liabilities 2014: $0Net Assets 2014: $75,1552014Assets 2015: $22,922Liabilities 2015: $0Net Assets 2015: $22,9222015Assets 2016: $1,755,132Liabilities 2016: $0Net Assets 2016: $1,755,1322016Assets 2017: $2,091,371Liabilities 2017: $15,175Net Assets 2017: $2,076,1962017Assets 2018: $2,092,073Liabilities 2018: $10,106Net Assets 2018: $2,081,9672018Assets 2019: $2,217,420Liabilities 2019: $7,952Net Assets 2019: $2,209,4682019Assets 2020: $2,295,775Liabilities 2020: $7,394Net Assets 2020: $2,288,3812020Assets 2021: $2,997,838Liabilities 2021: $50,954Net Assets 2021: $2,946,8842021Assets 2022: $2,817,285Liabilities 2022: $25,000Net Assets 2022: $2,792,2852022Assets 2023: $2,929,896Liabilities 2023: $18,543Net Assets 2023: $2,911,3532023Assets 2024: $3,349,394Liabilities 2024: $35,306Net Assets 2024: $3,314,0882024

Highlighted filing

2016

Assets$1,755,132
Liabilities$0
Net Assets$1,755,132
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $360,546Expenses 2010: $400,986Net Income 2010: -$40,4402010Expenses 2011: $314,3752011Expenses 2012: $427,3592012Expenses 2013: $354,4502013Revenue 2014: $546,017Expenses 2014: $516,629Net Income 2014: $29,3882014Revenue 2015: $276,785Expenses 2015: $329,018Net Income 2015: -$52,2332015Revenue 2016: $547,218Expenses 2016: $323,073Net Income 2016: $224,1452016Revenue 2017: $706,671Expenses 2017: $519,044Net Income 2017: $187,6272017Revenue 2018: $501,858Expenses 2018: $527,565Net Income 2018: -$25,7072018Revenue 2019: $350,402Expenses 2019: $221,877Net Income 2019: $128,5252019Revenue 2020: $320,081Expenses 2020: $219,243Net Income 2020: $100,8382020Revenue 2021: $1,397,521Expenses 2021: $1,283,896Net Income 2021: $113,6252021Revenue 2022: $744,212Expenses 2022: $237,125Net Income 2022: $507,0872022Revenue 2023: $424,205Expenses 2023: $470,580Net Income 2023: -$46,3752023Revenue 2024: $457,733Expenses 2024: $320,573Net Income 2024: $137,1602024

Highlighted filing

2016

Revenue$547,218
Expenses$323,073
Net Income$224,145
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
Gross Receipts
$555,661
Mission and Program Overview

Mission

To provide support and advocacy for programs that promote the health and well-being of the entire community, especially youth, as well as the uninsured and underserved.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$1,374,343-
Cash and Non-Interest-Bearing Accounts$22,922$380,789▲ $357,867
Total Assets$22,922$1,755,132▲ $1,732,210
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets-$1,062,754-
Unrestricted Net Assets-$692,378-
Total Net Assets Fund Balance$22,922$1,755,132▲ $1,732,210
Total Liabilities and Net Assets / Fund Balance$22,922$1,755,132▲ $1,732,210

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,074,686-▼ $8,121-$1,062,754
2014$1,060,420-▲ $33,324-$1,074,686
2013$935,838-▲ $142,682-$1,060,420
2012$859,773-▲ $92,350-$935,838
2011$861,315-▲ $13,461-$859,773
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Robert RedwinePresident
David PesterfieldVice President
Carolyn D ForsterBoard Member
Clarence B WilliamsBoard Member
David CockrillBoard Member
Denny MayesBoard Member
Francis M Gross Ed DBoard Member
Jim C FiegleBoard Member
Stephen Kiefer MdBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$491,576
Program Service Revenue
$0
Investment Income
$28,184
Other Revenue
$27,458
All Other Contributions
$426,248
Change in Net Assets
$224,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$311,302
Other Expenses$11,771
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$311,302--$311,302
Fees for Service Investment Mgmnt Fees-$9,743-$9,743
Office Expenses$814$814-$1,628
Other Expenses$200$200-$400
Total Functional Expenses$312,316$10,757$0$323,073
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Blount Memorial HospitalMaryville, TN115To Support the Activities of Blount Memorial Hospital, a Tax Exempt Entity$311,302
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,050
Fundraising Direct Expenses$8,443
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tree of Lights$15,371-$0-
Golf Classic$44,974$9,900$2,227$7,673
Total Events$82,378$17,050$8,443$8,607
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 was provided to each board member. The return was reviewed prior to the filing of the tax return.”

Form 990, Part VI, Section B, Line 12C

“Forms are completed in december of each year and kept on file.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Blount Memorial Foundation
EIN
62-1412287
Phone
8659775727
Address
907 E LAMAR ALEXANDER PARKWAY, MARYVILLE, TN 37804

Signing Officer

Name
Jonathan Smith
Title
Chief Financial Officer
Phone
8659775749
Signed
2017-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Smith
Formed
1990
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Coulter & Justus Pc
Address
9717 COGDILL ROAD SUITE 201, KNOXVILLE, TN 37932
Preparer
Kevin Mccollum CPA
Phone
8656374161
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Assets transferred: related organization-bm foundation trust ein 58-6278979 1,535,632.”

FORM 990, PART XII, LINE 1:

“The organization changed its method of accounting from cash to accrual from prior year.”

FORM 990, PART XII, LINE 2C:

“The organization has a committee that assumes responsibility for oversight of the audit of the organization's financial statements and the selection of an independent accountant. The process this committee employs to meet its responsibilities concerning these matters has not changed from the prior years.”

Raw XML AppendixShowing 400 of 487 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT AND ADVOCACY FOR PROGRAMS THAT PROMOTE THE HEALTH AND WELL-BEING OF THE ENTIRE COMMUNITY, ESPECIALLY YOUTH, AS WELL AS THE UNINSURED AND UNDERSERVED.
IRS990/AllOtherContributionsAmt0426248
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRIAN HOLLOMON
IRS990/BooksInCareOfDetail/PhoneNum08659775749
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0907 E LAMAR ALEXANDER PARKWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0MARYVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037804
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt022922
IRS990/CashNonInterestBearingGrp/EOYAmt0380789
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt065328
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0491576
IRS990/CYGrantsAndSimilarPaidAmt0311302
IRS990/CYInvestmentIncomeAmt028184
IRS990/CYOtherExpensesAmt011771
IRS990/CYOtherRevenueAmt027458
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0224145
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0323073
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0547218
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PARTNERSHIP FOR SUCCESS - RX REIMBURSEMENT GRANT, FUNDED BY THE TENNESSEE DEPARTMENT OF MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES ENABLES THE FOUNDATION TO IDENTIFY AND SELECT EVIDENCE-BASE INTERVENTIONS THAT ADDRESS LOCAL NEEDS, REDUCE SUBSTANCE ABUSE PROBLEMS, PREVENT THE ONSET AND REDUCE THE PROGRESSION OF SUBSTANCE ABUSE, PARTICULARLY PRESCRIPTION DRUG ABUSE, REDUCE SUBSTANCE ABUSE-RELATED PROBLEMS IN THE COMMUNITIES AND BUILD PREVENTION CAPACITY AND INFRASTRUCTURE AT THE STATE, REGION AND COMMUNITY LEVELS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0178282
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09743
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09743
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT REDWINE
IRS990/Form990PartVIISectionAGrp/PersonNm1CLARENCE B WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM C FIEGLE
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN KIEFER MD
IRS990/Form990PartVIISectionAGrp/PersonNm4CAROLYN D FORSTER
IRS990/Form990PartVIISectionAGrp/PersonNm5DENNY MAYES
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID PESTERFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm7FRANCIS M GROSS ED D
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID COCKRILL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt065328
IRS990/FundraisingDirectExpensesAmt08443
IRS990/FundraisingGrossIncomeAmt017050
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0178282
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0311302
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0311302
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0555661
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt028184
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028184
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01374343
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUPPORT AND ADVOCACY FOR PROGRAMS THAT PROMOTE THE HEALTH AND WELL-BEING OF THE ENTIRE COMMUNITY, ESPECIALLY YOUTH, AS WELL AS THE UNINSURED AND UNDERSERVED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022922
IRS990/NetAssetsOrFundBalancesEOYAmt01755132
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08607
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08607
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-27567
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0814
IRS990/OfficeExpensesGrp/ProgramServicesAmt0814
IRS990/OfficeExpensesGrp/TotalAmt01628
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt01535632
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0200
IRS990/OtherExpensesGrp/ProgramServicesAmt0200
IRS990/OtherExpensesGrp/TotalAmt0400
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CAPITAL GAIN DISTRIBUT
IRS990/OtherRevenueMiscGrp/ExclusionAmt018851
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018851
IRS990/OtherRevenueTotalAmt018851
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01062754
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JONATHAN SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE BLOUNT MEMORIAL PEDIATRIC REHABILITATION BUILDING BLOCKS FUND IS HELPING TO CREATE CHILD-FRIENDLY SPACE WHERE PATIENTS CAN SAFELY LEARN, GROW AND PLAY. CURRENTLY, THE CLINIC IS EXPANDING TO BETTER MEET THE NEEDS OF OUR COMMUNITY'S PEDIATRIC PATIENTS AND THEIR FAMILIES. THIS FUND IS AN INVITATION FOR EVERYONE IN THE COMMUNITY TO PARTICIPATE BY DONATING A "BLOCK" NEEDED TO COMPLETE THE PROJECT. GIFTS TO THIS FUND WHICH WAS BEGUN WITH A $50,000 DONATION FROM DENSO MANUFACTURING TENNESSEE WILL BE USED IN A VARIETY OF WAYS TO HELP ENSURE THAT ELIGIBLE PATIENTS AND FAMILIES CAN ACCESS ESSENTIAL PEDIATRIC REHABILITATION SERVICES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0485
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0485
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ESTABLISHED COALITION GRANT IS ALSO A REIMBURSEMENT GRANT FUNDED BY THE TENNESSEE DEPARTMENT OF MENTAL HEALTH SUBSTANCE ABUSE SERVICES AND ENABLES THE FOUNDATION TO COORDINATE THE IMPLEMENTATION OF SUBSTANCE ABUSE PREVENTION ENVIRONMENTAL STRATEGIES WITHIN BLOUNT COUNTY TO ADDRESS BINGE DRINKING AMONG FOURTEEN TO TWENTY-FIVE YEAR OLDS; TOBACCO USE AMONG TWELVE TO SEVENTEEN YEAR OLDS AND THE NON-MEDICAL PRESCRIPTION DRUGS AMONG PERSONS AGES TWELVE TO TWENTY-FIVE IN BLOUNT COUNTY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt069241
IRS990/ProgSrvcAccomActy3Grp/GrantAmt069241
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE FOUNDATION MADE GRANTS TO THE BLOUNT MEMORIAL CANCER CENTER, THE GOOD SAMARITAN CLINIC, AND OTHER COMMUNITY CHARITABLE ORGANIZATIONS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt064308
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt063294
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0281645
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0322889
IRS990/PYInvestmentIncomeAmt054
IRS990/PYOtherExpensesAmt06129
IRS990/PYOtherRevenueAmt0-4914
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-52233
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0329018
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0276785
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0224145
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0491576
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0281645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0561847
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0342839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0408648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02086555
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt084
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0249
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74500
IRS990ScheduleA/PublicSupportPY170Pct00.70920
IRS990ScheduleA/PublicSupportTotal170Amt01554763
IRS990ScheduleA/SubstantialContributorsTotAmt0531792
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0491576
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0281645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0561847
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0342839
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0408648
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02086555
IRS990ScheduleA/TotalSupportAmt02086804
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/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03811
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01074686
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01062754
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8121
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt019058
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01060420
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01074686
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt033324
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt018100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0935838
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01060420
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0142682
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt016285
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0859773
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0935838
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt092350
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt015003
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0861315
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0859773
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013461
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt065328
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015371
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt035074
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt014883
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08443
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TREE OF LIGHTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF CLASSIC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015371
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt044974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022033
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017050
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08607
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06216
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08443
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02227
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0311302
IRS990ScheduleI/RecipientTable/IRCSectionDesc0115
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE ACTIVITIES OF BLOUNT MEMORIAL HOSPITAL, A TAX EXEMPT ENTITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BLOUNT MEMORIAL HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientEIN0620505512
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0907 E LAMAR ALEXANDER PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MARYVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037804
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0BLOUNT MEMORIAL HOSPITAL PROVIDES MEDICAL CARE TO THE COMMUNITY OF BLOUNT COUNTY AND SURROUNDING COUNTIES. THE BOARD MEMBERS OF THE FOUNDATION ARE ALSO BOARD MEMBERS OF BLOUNT MEMORIAL HOSPITAL AND CAN ENSURE THAT THE FUNDS ARE ONLY USED IN THE UNITED STATES, SPECIFICALLY IN BLOUNT COUNTY, TENNESSEE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 WAS PROVIDED TO EACH BOARD MEMBER. THE RETURN WAS REVIEWED PRIOR TO THE FILING OF THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORMS ARE COMPLETED IN DECEMBER OF EACH YEAR AND KEPT ON FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSETS TRANSFERRED: RELATED ORGANIZATION-BM FOUNDATION TRUST EIN 58-6278979 1,535,632.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION CHANGED ITS METHOD OF ACCOUNTING FROM CASH TO ACCRUAL FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS THIS COMMITTEE EMPLOYS TO MEET ITS RESPONSIBILITIES CONCERNING THESE MATTERS HAS NOT CHANGED FROM THE PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0BLOUNT MEMORIAL FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1BLOUNT COUNTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BLOUNT MEMORIAL FOUNDATION FOR MEDICAL CARE INC TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BLOUNT MEMORIAL HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0586278979
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1620505512
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE FINANCIAL MANAGEMENT AND SUPPORT TO BLOUNT MEMORIAL FOUNDATION.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE PRIMARY HEALTH CARE TO THE SURROUNDING COMMUNITIES.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0907 E LAMAR ALEXANDER PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1907 E LAMAR ALEXANDER PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MARYVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MARYVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd037804
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd137804
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0311302
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1138238
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt21545273
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BLOUNT MEMORIAL HOSPITAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1BLOUNT MEMORIAL HOSPITAL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,755,132
Liabilities
$0
Net assets
$1,755,132
Revenue
$547,218
Expenses
$323,073
Net income
$224,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.04$3.31$0.46$0.32$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.93$0.02$2.91$0.42$0.47$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.82$0.03$2.79$0.74$0.24$0.51
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.05$2.95$1.40$1.28$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.01$2.29$0.32$0.22$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.21$0.35$0.22$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.01$2.08$0.50$0.53$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.02$2.08$0.71$0.52$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.55$0.32$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.28$0.33$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.55$0.52$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.36$0.40$0.04