Civic Intelligence

Edwin E and Ruby C Morgan Foundation Inc.

990PF • Fiscal year 2018 • EIN 64-0667872

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

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

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

39th percentile

0.8%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

98th percentile

$278,274

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

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

Asset Growth

42nd percentile

0.1%

Faster asset growth than 42% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

2.9%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$20,110,781

Up $10,657 (+0.1%) from 2017

Net Assets

Up

$20,110,781

Up $10,657 (+0.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin39th percentile

Revenue

Up

$1,352,692

Up $38,556 (+2.9%) from 2017

Expenses

Up

$1,342,035

Up $33,599 (+2.6%) from 2017

Net Income

Up

$10,657

Up $4,957 (+87%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2018

Assets$20,110,781
Liabilities$0
Net Assets$20,110,781
Open 2018 Filing

Operations Trend

Revenue Growth46th 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

2018

Revenue$1,352,692
Expenses$1,342,035
Net Income$10,657
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R MILLER REIDPres/Treas/DirectorFT$220,261$58,013$278,274
MILLER DAVID REIDVP/Sec/DirectorFT$94,206$21,516$115,722
PHILIP L COLSONDirector-$1,416-$1,416
KAREN M MORGANDirector-$1,416-$1,416
GE MORGANDirector-$1,416-$1,416
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
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Haddox Reid Eubank Betts Pllc
Address
188 EAST CAPITOL STREET STE 500, JACKSON, MS 39201
Preparer
Cindy S Anderson CPA
Phone
6019482924
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm386000 SHARES INTERNATIONAL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm393000 SHARES JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4012000 SHARES JP MORGAN CHASE 6.7% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm418000 SHARES JP MORGAN CHASE & CO 6.15% PERPETUAL PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42666 SHARES KRAFT HEINZ COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm435000 SHARES MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm442000 SHARES MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm452000 SHARES MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46174 SHARES MOTORS LIQ CO GUC TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4710460 SHARES NUVEEN BAB TERM FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm485000 SHARES PFIZER INCORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm497000 SHARES PG&E CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm503000 SHARES PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5136453 SHARES PIMCO INCM INST CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm526000 SHARES PITNEY BOWES 6.7% 43 SR NOTES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5323652 SHARES INVESCO PREFERRED ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm549732 SHARES PUBLIC STORAGE 5.625% PFD CUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm554000 SHARES QUEST CORP 6.875% 10/1/54 PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5620000 SHARES REGIONS FINANCIAL CP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm575000 SHARES THE SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5812000 SHARES SOUTHERN COMPANY 6.25% 10/15/75 PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59130 SHARES TRUSTMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm603500 SHARES U S BANCORP DEL NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm612500 SHARES AVANGRLD, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm628144 SHARES VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6376 SHARES VERITIV CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64477 SHARES VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm657000 SHARES WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm666615 SHARES WELLS FARGO 5.2% PF CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm678000 SHARES WELLS FARGO & CO 6% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68300 SHARES WELLS FARGO & CO 7.5% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm694000 SHARES WR BERKLEY 5.625% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm703550 SHARES XCEL ENERGY INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt02825202
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt02964454
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0946560
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0389621
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt016459
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt052
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01352692
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01352692
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01626
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01626
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0389621
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0164532
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0154183
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0318715
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0893000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0893000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0382
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04294
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0943972
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0946560
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt010657
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01383050
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016459
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016459
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0389621
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01145463
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt08221
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0472
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt08693
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06112
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01186
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07298
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt049491
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt048418
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt097909
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01122982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0204641
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01342035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01350104
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01352692
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0229982
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0204641
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0449035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0993429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0389621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0389621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01383050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0389621
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010657
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt020110781
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020100124
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020110781
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01082218
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01082218
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01082218
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01093673
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011455
IRS990PF/DistributableAmountGrp/TotalTaxAmt011455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0583
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010878
IRS990PF/FMVAssetsEOYAmt020874630
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt013232
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt056
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt056
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01436213
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01436213
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01425899
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt014482784
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014388108
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015022019
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt048847
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0209319
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0164766
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0160472
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0160472
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01175167
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01300730
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01300730
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt020100124
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020110781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020874630
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt020100124
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt020110781
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt020100124
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020110781
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt020100124
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt020110781
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02827962
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02825202
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02964454
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt022206567
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0936517
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021254004
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0333099
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt016046
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01093673
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt021873468
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt022206567
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50

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Filings

Displayed year

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

Open filing
Assets
$20,110,781
Liabilities
$0
Net assets
$20,110,781
Revenue
$1,352,692
Expenses
$1,342,035
Net income
$10,657
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