Civic Intelligence

Edwin E and Ruby C Morgan Foundation Inc.

990PF • Fiscal year 2015 • EIN 64-0667872

Jan 01, 2015 to Dec 31, 2015 • Filed on May 09, 2016

Organization Profile
254 A Katherine DriveFlowood, MS 39232

(601) 939-4443

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

15th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

52nd percentile

1.4%

Faster asset growth than 52% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-9.2%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$20,042,598

Up $278,762 (+1.4%) from 2014

Net Assets

Up

$20,042,598

Up $278,762 (+1.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin74th percentile

Revenue

Down

$1,552,348

Down $156,361 (-9.2%) from 2014

Expenses

Up

$1,273,586

Up $140,389 (+12%) from 2014

Net Income

Down

$278,762

Down $296,750 (-52%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$30M$20M$10M$0Assets 2010: $19,114,523Liabilities 2010: $0Net Assets 2010: $19,114,5232010Assets 2011: $19,115,804Liabilities 2011: $0Net Assets 2011: $19,115,8042011Assets 2012: $19,144,783Liabilities 2012: $0Net Assets 2012: $19,144,7832012Assets 2013: $19,188,324Liabilities 2013: $0Net Assets 2013: $19,188,3242013Assets 2014: $19,763,836Liabilities 2014: $0Net Assets 2014: $19,763,8362014Assets 2015: $20,042,598Liabilities 2015: $0Net Assets 2015: $20,042,5982015Assets 2016: $20,094,424Liabilities 2016: $0Net Assets 2016: $20,094,4242016Assets 2017: $20,100,124Liabilities 2017: $0Net Assets 2017: $20,100,1242017Assets 2018: $20,110,781Liabilities 2018: $0Net Assets 2018: $20,110,7812018Assets 2019: $20,284,506Liabilities 2019: $0Net Assets 2019: $20,284,5062019Assets 2020: $20,456,259Liabilities 2020: $0Net Assets 2020: $20,456,2592020Assets 2021: $20,210,766Liabilities 2021: $0Net Assets 2021: $20,210,7662021Assets 2022: $19,472,688Liabilities 2022: $0Net Assets 2022: $19,472,6882022Assets 2023: $18,819,485Liabilities 2023: $0Net Assets 2023: $18,819,4852023Assets 2024: $18,222,780Liabilities 2024: $0Net Assets 2024: $18,222,7802024

Highlighted filing

2015

Assets$20,042,598
Liabilities$0
Net Assets$20,042,598
Open 2015 Filing

Operations Trend

Revenue Growth25th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,066,7102010Expenses 2011: $1,068,9712011Expenses 2012: $1,084,9112012Revenue 2013: $1,149,024Expenses 2013: $1,105,483Net Income 2013: $43,5412013Revenue 2014: $1,708,709Expenses 2014: $1,133,197Net Income 2014: $575,5122014Revenue 2015: $1,552,348Expenses 2015: $1,273,586Net Income 2015: $278,7622015Revenue 2016: $1,316,981Expenses 2016: $1,265,155Net Income 2016: $51,8262016Revenue 2017: $1,314,136Expenses 2017: $1,308,436Net Income 2017: $5,7002017Revenue 2018: $1,352,692Expenses 2018: $1,342,035Net Income 2018: $10,6572018Revenue 2019: $1,497,367Expenses 2019: $1,323,642Net Income 2019: $173,7252019Revenue 2020: $1,464,714Expenses 2020: $1,292,961Net Income 2020: $171,7532020Revenue 2021: $1,043,367Expenses 2021: $1,288,860Net Income 2021: -$245,4932021Revenue 2022: $598,898Expenses 2022: $1,336,976Net Income 2022: -$738,0782022Revenue 2023: $704,417Expenses 2023: $1,357,620Net Income 2023: -$653,2032023Revenue 2024: $773,611Expenses 2024: $1,370,316Net Income 2024: -$596,7052024

Highlighted filing

2015

Revenue$1,552,348
Expenses$1,273,586
Net Income$278,762
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 9, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
R MILLER REIDPres/Treas/DirectorFT$210,169$55,062$265,231
MILLER DAVID REIDVP/Sec/DirectorFT$90,568$19,889$110,457
PHILIP L COLSONDirector-$1,336-$1,336
KAREN M MORGANDirector-$1,336-$1,336
GE MORGANDirector-$1,336-$1,336
Filing and Contact Details

Filer

Filer Name
Edwin E and Ruby C Morgan Foundation
EIN
64-0667872
Phone
6019394443
Address
254 A KATHERINE DRIVE, FLOWOOD, MS 39232

Signing Officer

Name
R Miller Reid
Title
President
Phone
6019394443
Signed
2016-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Haddox Reid Eubank Betts Pllc
Address
188 EAST CAPITOL STREET STE 500, JACKSON, MS 39201
Preparer
Cheryl J Lee CPA
Phone
6019482924
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm262300 SHARES DTE ENERGY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271560 SHARES DUKE ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281000 SHARES DYNEGY INC. NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm292000 SHARES EDISON INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm304000 SHARES EXELON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm313500 SHARES EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm323700 SHARES FIRSTENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3316000 SHARES FIRST REP BK 5.625% PFD REPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm342000 SHARES FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351419 SHARES FRONTIER COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3659000 SHARES GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3751 SHARES GENERAL MOTORS CL A 16 WT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3851 SHARES GENERAL MOTORS CL B 19 WT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391056 SHARES GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402000 SHARES HALLIBURTON CO HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm413000 SHARES INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm424000 SHARES INTERNATIONAL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm433000 SHARES JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4412000 SHARES JP MORGAN CHASE 6.7% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm458000 SHARES JP MORGAN CHASE & CO 6.15% PERPETUAL PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46666 SHARES KRAFT FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm474000 SHARES MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm482000 SHARES MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm492000 SHARES MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50174 SHARES MOTORS LIQ CO GUC TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5110460 SHARES NUVEEN BAB TERM FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm525000 SHARES PEPCO HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm535000 SHARES PFIZER INCORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm547000 SHARES PG&E CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm553000 SHARES PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5630907 SHARES PIMCO INCM INST CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm576000 SHARES PITNEY BOWES 6.7% 43 SR NOTES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5823652 SHARES POWERSHARES EXCH TRAD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5912000 SHARES PROTECTIVE LIFE 6% 42 DUB 9/1/42
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm609732 SHARES PUBLIC STORAGE 5.625% PFD CUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm614000 SHARES QUEST CORP 6.875% 10/1/54 PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm624000 SHARES QWEST CORP SR NOTES 7% SR 7/1/52
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6320000 SHARES REGIONS FINANCIAL CP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64751 SHARES SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65221 SHARES SEVENTY SEVEN ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm665000 SHARES THE SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6712000 SHARES SOUTHERN COMPANY 6.25% 10/15/75 PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681262 SHARES STERLING BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69130 SHARES TRUSTMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm703500 SHARES U S BANCORP DEL NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm712500 SHARES AVANGRLD, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm726144 SHARES VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7376 SHARES VERITIV CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74477 SHARES VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm757000 SHARES WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm768021 SHARES WELLS FARGO 5.2% PF CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm778000 SHARES WELLS FARGO & CO 6% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm784000 SHARES WR BERKLEY 5.625% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm793550 SHARES XCEL ENERGY INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt02827962
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt03090272
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01004352
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0541091
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0120
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt06785
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01552348
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01552348
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0541091
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0157627
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0147118
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0304745
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0820000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0820000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0382
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04294
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01001764
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01004352
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0278762
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03500168
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0541091
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01354896
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt07990
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0474
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt08464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01071
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07631
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt06785
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06785
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt046455
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt045819
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt092274
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt033821
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01040969
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0194864
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01273586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01549760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01552348
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0220969
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0194864
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0453586
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0812
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02959077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0541091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0541091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03500168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0541091
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0278762
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt020042598
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt019763836
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020042598
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01080482
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01080482
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01080482
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01094031
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013549
IRS990PF/DistributableAmountGrp/TotalTaxAmt013549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt022740
IRS990PF/FMVAssetsEOYAmt022236191
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02318
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02408
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02408
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02056839
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01736292
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01610945
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012921114
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013081814
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015137444
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt035965
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0209319
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0177648
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0173354
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0173354
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0814307
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02220768
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02220768
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt019763836
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020042598
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt022236191
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,042,598
Liabilities
$0
Net assets
$20,042,598
Revenue
$1,552,348
Expenses
$1,273,586
Net income
$278,762
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$0.77$1.37$0.60
2023Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.70$1.36$0.65
2022Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$0.60$1.34$0.74
2021Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$1.04$1.29$0.25
2020Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.46$1.29$0.17
2019Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$1.50$1.32$0.17
2018Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.35$1.34$0.01
2017Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.31$1.31$0.01
2016Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.32$1.27$0.05
2015Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$1.55$1.27$0.28
2014Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$1.71$1.13$0.58
2013Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$1.15$1.11$0.04
2012Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.08
2011Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.07
2010Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.07