Civic Intelligence

Alabama Cattlemens Foundation Inc.

990 • Fiscal year 2023 • EIN 63-0917614

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

201 South Bainbridge StreetMontgomery, AL 36104

(334) 265-1867

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

72nd percentile

$111,800

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 28.9% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-3.4%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,112,380

Up $309,172 (+17%) from 2022

Net Assets

Up

$2,111,013

Up $309,826 (+17%) from 2022

Liabilities

Down

$1,367

Down $654 (-32%) from 2022

Revenue

Down

$387,075

Down $13,592 (-3.4%) from 2022

Expenses

Up

$211,455

Up $43,943 (+26%) from 2022

Net Income

Down

$175,620

Down $57,535 (-25%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $964,324Liabilities 2011: $0Net Assets 2011: $964,3242011Assets 2012: $1,038,502Liabilities 2012: $6,897Net Assets 2012: $1,031,6052012Assets 2013: $1,222,195Liabilities 2013: $6,897Net Assets 2013: $1,215,2982013Assets 2014: $1,343,231Liabilities 2014: $0Net Assets 2014: $1,343,2312014Assets 2015: $1,327,354Liabilities 2015: $0Net Assets 2015: $1,327,3542015Assets 2016: $1,370,500Liabilities 2016: $0Net Assets 2016: $1,370,5002016Assets 2017: $1,571,486Liabilities 2017: $2,115Net Assets 2017: $1,569,3712017Assets 2018: $1,564,115Liabilities 2018: $0Net Assets 2018: $1,564,1152018Assets 2019: $1,528,720Liabilities 2019: $0Net Assets 2019: $1,528,7202019Assets 2020: $1,752,670Liabilities 2020: $368Net Assets 2020: $1,752,3022020Assets 2021: $1,933,838Liabilities 2021: $368Net Assets 2021: $1,933,4702021Assets 2022: $1,803,208Liabilities 2022: $2,021Net Assets 2022: $1,801,1872022Assets 2023: $2,112,380Liabilities 2023: $1,367Net Assets 2023: $2,111,0132023Assets 2024: $2,458,250Liabilities 2024: $3,868Net Assets 2024: $2,454,3822024

Highlighted filing

2023

Assets$2,112,380
Liabilities$1,367
Net Assets$2,111,013

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $144,015Expenses 2011: $125,698Net Income 2011: $18,3172011Expenses 2012: $159,3922012Revenue 2013: $243,759Expenses 2013: $139,601Net Income 2013: $104,1582013Revenue 2014: $321,242Expenses 2014: $128,588Net Income 2014: $192,6542014Revenue 2015: $283,301Expenses 2015: $142,131Net Income 2015: $141,1702015Revenue 2016: $57,812Expenses 2016: $152,497Net Income 2016: -$94,6852016Revenue 2017: $204,464Expenses 2017: $145,631Net Income 2017: $58,8332017Revenue 2018: $386,568Expenses 2018: $159,117Net Income 2018: $227,4512018Revenue 2019: $186,602Expenses 2019: $434,934Net Income 2019: -$248,3322019Revenue 2020: $236,945Expenses 2020: $125,160Net Income 2020: $111,7852020Revenue 2021: $307,314Expenses 2021: $153,162Net Income 2021: $154,1522021Revenue 2022: $400,667Expenses 2022: $167,512Net Income 2022: $233,1552022Revenue 2023: $387,075Expenses 2023: $211,455Net Income 2023: $175,6202023Revenue 2024: $453,141Expenses 2024: $297,310Net Income 2024: $155,8312024

Highlighted filing

2023

Revenue$387,075
Expenses$211,455
Net Income$175,620
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$2,110,874
Mission and Program Overview

Mission

To grant scholarships to students and educate the public as to the history of the cattle industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,559,899$1,867,140▲ $307,241
Savings and Temporary Cash Investments$243,309$245,240▲ $1,931
Total Assets$1,803,208$2,112,380▲ $309,172
Liabilities
Other Liabilities$2,021$1,367▼ $654
Total Liabilities$2,021$1,367▼ $654
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,333,057$1,540,336▲ $207,279
Net Assets With Donor Restrictions$468,130$570,677▲ $102,547
Total Net Assets Fund Balance$1,801,187$2,111,013▲ $309,826
Total Liabilities and Net Assets / Fund Balance$1,803,208$2,112,380▲ $309,172
Compensation and Service Providers

Employees

NameTitleOtherTotal
Erin BeasleyExecutive Vice President$111,800$111,800

Board Members and Trustees

NameTitle
Chuck MadarisPresident
Terry SlatenPresident Elect
Keith GloverVice President
Bill WaldingRegional VP
Chip HarriganRegional VP
Don LylesRegional VP
Gene PeguesRegional VP
Jack RobertsonRegional VP
Jeremy PearsonRegional VP
Joe SellersRegional VP
Junior RinerRegional VP
Tim PinkardRegional VP
Trouble MoodyRegional VP
Wyatt SasserRegional VP
Richard MeadowsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$239,065
Program Service Revenue
$0
Investment Income
$148,010
Other Revenue
$0
All Other Contributions
$239,065
Change in Net Assets
$175,620

Audited Revenue Reconciliation

Revenue per Audited Statements
$387,075
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$387,075
Total Revenue per Form 990
$387,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,750
Other Expenses$88,933
Salaries, Compensation, and Employee Benefits$11,772
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$110,750--$110,750
Conferences and Meetings$17,545$3,851-$21,396
Fees for Service Investment Mgmnt Fees$14,042$3,083-$17,125
Fees for Services Legal$12,168$2,671-$14,839
Advertising$7,480$1,642-$9,122
Other Salaries and Wages$7,438$1,633-$9,071
Office Expenses$3,556$781-$4,337
Other Employee Benefits$2,215$486-$2,701
All Other Expenses$827$182-$1,009
Other Expenses$627$138-$765
Information Technology$451$99-$550
Insurance$218$48-$266
Total Functional Expenses$193,327$18,128$0$211,455

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due To/from Forage & Grass Co$1,367
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Reviewed by the executive vice president and treasurer.

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

Enforcement of conflicts policy the foundation regularly monitors potential areas of conflict of interest while conducting its normal business.

Form 990, Part VI, Section C, Line 19

No documents avaliable to the public.

Filing and Contact Details

Filer

Filer Name
ALABAMA CATTLEMEN'S FOUNDATION
EIN
63-0917614
Phone
3342651867
Address
201 SOUTH BAINBRIDGE STREET, MONTGOMERY, AL 36104

Signing Officer

Name
Erin Beasley
Title
Executive Vice President
Phone
3348346640
Signed
2024-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Beasley
Formed
1944
Legal Domicile
Al
Voting Board Members
16
Independent Board Members
15
Employees
0
Volunteers
16

Preparer

Firm
Carr Riggs & Ingram LLC
Address
7550 HALCYON SUMMIT DRIVE, MONTGOMERY, AL 36117
Preparer
M Chad Singletary CPA
Phone
3342716678
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

The organization modifies the cash basis of accounting to recognize unrealized gains and losses on investments

Form 990, Part XII, Line 2C

There have been no changes in oversight process or selection during the tax year. Reviewed by the executive vice president and treasurer.

Financial Statement Notes

PART X, LINE 2:

As of december 31, 2022 and 2021, the foundation has no uncertain tax provisions that qualify for recognition or disclosure in the financial statements. The foundation believes it is no longer subject to income tax examinations for years prior to 2019.

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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/Form990PartVIISectionAGrp/TitleTxt3REGIONAL VP
IRS990/Form990PartVIISectionAGrp/TitleTxt4REGIONAL VP
IRS990/Form990PartVIISectionAGrp/TitleTxt5REGIONAL VP
IRS990/Form990PartVIISectionAGrp/TitleTxt6REGIONAL VP
IRS990/Form990PartVIISectionAGrp/TitleTxt7REGIONAL VP
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IRS990/Form990PartVIISectionAGrp/TitleTxt9REGIONAL VP
IRS990/Form990PartVIISectionAGrp/TitleTxt10REGIONAL VP
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE VICE PRESIDENT
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt074044
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt074044
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0134206
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01333057
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01540336
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0781
IRS990/OfficeExpensesGrp/ProgramServicesAmt03556
IRS990/OfficeExpensesGrp/TotalAmt04337
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0486
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02215
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02701
IRS990/OtherExpensesGrp/Desc0YOUTH
IRS990/OtherExpensesGrp/Desc1MATERIALS AND BROCHURES
IRS990/OtherExpensesGrp/Desc2CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01350
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11298
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2866
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3138
IRS990/OtherExpensesGrp/ProgramServicesAmt06151
IRS990/OtherExpensesGrp/ProgramServicesAmt15914
IRS990/OtherExpensesGrp/ProgramServicesAmt23945
IRS990/OtherExpensesGrp/ProgramServicesAmt3627
IRS990/OtherExpensesGrp/TotalAmt07501
IRS990/OtherExpensesGrp/TotalAmt17212
IRS990/OtherExpensesGrp/TotalAmt24811
IRS990/OtherExpensesGrp/TotalAmt3765
IRS990/OtherLiabilitiesGrp/BOYAmt02021
IRS990/OtherLiabilitiesGrp/EOYAmt01367
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01633
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07438
IRS990/OtherSalariesAndWagesGrp/TotalAmt09071
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ERIN BEASLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0327151
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt088000
IRS990/PYInvestmentIncomeAmt073516
IRS990/PYOtherExpensesAmt074531
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0233155
IRS990/PYSalariesCompEmpBnftPaidAmt04981
IRS990/PYTotalExpensesAmt0167512
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0400667
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0175620
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0243309
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0245240
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0239065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0327151
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0162956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0145322
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0137724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01012218
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt073966
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt078878
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt082920
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt044074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt041305
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0321143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt073966
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt078878
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt082920
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt044074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt041305
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0321143
IRS990ScheduleA/InvestmentIncomeCYPct00.24090
IRS990ScheduleA/InvestmentIncomePYPct00.22620
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75910
IRS990ScheduleA/PublicSupportPY509Pct00.77380
IRS990ScheduleA/PublicSupportTotal509Amt01012218
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0239065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0327151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0162956
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0145322
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0137724
IRS990ScheduleA/Total509Grp/TotalAmt01012218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0313031
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0406029
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0245876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0189396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0179029
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01333361
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01367
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO/FROM FORAGE & GRASS CO
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0387075
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF DECEMBER 31, 2022 AND 2021, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt00
IRS990ScheduleD/TotalLiabilityAmt01367
IRS990ScheduleD/TotalRevenuePerForm990Amt0387075
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0387075
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0108750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGIATE SCHOLARSHIPS TO INDIVIDUALS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0126
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY THE EXECUTIVE VICE PRESIDENT AND TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENFORCEMENT OF CONFLICTS POLICY THE FOUNDATION REGULARLY MONITORS POTENTIAL AREAS OF CONFLICT OF INTEREST WHILE CONDUCTING ITS NORMAL BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVALIABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MODIFIES THE CASH BASIS OF ACCOUNTING TO RECOGNIZE UNREALIZED GAINS AND LOSSES ON INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE HAVE BEEN NO CHANGES IN OVERSIGHT PROCESS OR SELECTION DURING THE TAX YEAR. REVIEWED BY THE EXECUTIVE VICE PRESIDENT AND TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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 XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.00$2.45$0.45$0.30$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.39$0.21$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.40$0.17$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.31$0.15$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.24$0.13$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.19$0.43$0.25
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.39$0.16$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.20$0.15$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.15$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.28$0.14$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.32$0.13$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.01$1.22$0.24$0.14$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.01$1.03$0.16
2011Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.14$0.13$0.02