Civic Intelligence

Teichert Foundation

990PF • Fiscal year 2019 • EIN 68-0212355

Apr 01, 2018 to Mar 31, 2019 • Filed on Aug 08, 2019

Organization Profile
3500 American River DriveSacramento, CA 95864

(916) 484-3011

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

71st percentile

$162,988

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

59th percentile

5.4%

Faster asset growth than 59% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

153%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$8,518,763

Up $436,757 (+5.4%) from 2018

Net Assets

Up

$8,518,763

Up $436,757 (+5.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin84th percentile

Revenue

Up

$1,413,891

Up $854,469 (+153%) from 2018

Expenses

Up

$891,033

Up $80,181 (+9.9%) from 2018

Net Income

Up

$522,858

Up $774,288 (+308%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$30M$20M$10M$0Assets 2012: $9,929,811Liabilities 2012: $02012Assets 2013: $9,665,141Liabilities 2013: $02013Assets 2014: $10,288,286Liabilities 2014: $266,7782014Assets 2015: $9,459,600Liabilities 2015: $82,2242015Assets 2016: $8,713,823Liabilities 2016: $92,575Net Assets 2016: $8,621,2482016Assets 2017: $8,521,708Liabilities 2017: $94,425Net Assets 2017: $8,427,2832017Assets 2018: $8,082,006Liabilities 2018: $0Net Assets 2018: $8,082,0062018Assets 2019: $8,518,763Liabilities 2019: $0Net Assets 2019: $8,518,7632019Assets 2020: $8,812,352Liabilities 2020: $1Net Assets 2020: $8,812,3522020Assets 2021: $13,670,793Liabilities 2021: $1Net Assets 2021: $13,670,7932021Assets 2022: $14,886,012Liabilities 2022: $1Net Assets 2022: $14,886,0122022Assets 2023: $16,912,710Liabilities 2023: $221,960Net Assets 2023: $16,690,7502023Assets 2024: $20,512,192Liabilities 2024: $497,161Net Assets 2024: $20,015,0312024Assets 2025: $21,745,887Liabilities 2025: $348,857Net Assets 2025: $21,397,0302025

Highlighted filing

2019

Assets$8,518,763
Liabilities$0
Net Assets$8,518,763
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $697,885Expenses 2012: $753,109Net Income 2012: -$55,2242012Revenue 2013: $800,329Expenses 2013: $995,676Net Income 2013: -$195,3472013Revenue 2014: $534,654Expenses 2014: $868,702Net Income 2014: -$334,0482014Revenue 2015: $985,098Expenses 2015: $995,805Net Income 2015: -$10,7072015Revenue 2016: $484,922Expenses 2016: $859,364Net Income 2016: -$374,4422016Revenue 2017: $455,568Expenses 2017: $867,032Net Income 2017: -$411,4642017Revenue 2018: $559,422Expenses 2018: $810,852Net Income 2018: -$251,4302018Revenue 2019: $1,413,891Expenses 2019: $891,033Net Income 2019: $522,8582019Revenue 2020: $4,241,603Expenses 2020: $689,771Net Income 2020: $3,551,8322020Revenue 2021: $1,838,416Expenses 2021: $856,685Net Income 2021: $981,7312021Revenue 2022: $3,383,605Expenses 2022: $616,198Net Income 2022: $2,767,4072022Revenue 2023: $1,449,500Expenses 2023: $909,335Net Income 2023: $540,1652023Revenue 2024: $4,118,237Expenses 2024: $793,956Net Income 2024: $3,324,2812024Revenue 2025: $2,260,837Expenses 2025: $878,838Net Income 2025: $1,381,9992025

Highlighted filing

2019

Revenue$1,413,891
Expenses$891,033
Net Income$522,858
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Aug 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK A TEICHERTExecutive DirecPT$162,988-$162,988
ANNE S HASLAMSecretary-$0--
Norm EilertTreasurer-$0--
Len McCandlissDirector-$0--
JUDSON T RIGGSDirector-$0--
MELITA M TEICHERTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Teichert Foundation
EIN
68-0212355
Phone
9164843011
Address
3500 American River Drive, Sacramento, CA 95864

Signing Officer

Name
Norm Eilert
Title
Treasurer
Signed
2019-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Cornelius & Davini LLP
Address
1721 2nd St Ste 201, Sacramento, CA 95811
Preparer
Jenny L Davini
Phone
9164449868
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1824210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1920159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2049047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21135207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt221157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2339106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt226031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt47824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-2956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt722277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-28848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-5273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1012808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1164224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1213112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1333072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt144183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt156416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt226031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt47824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt722277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-28848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-5273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1012808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1164224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1213112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1333072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt144183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt156416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0248000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1248000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2248000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3248000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4248000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5248000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6248000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7248000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt823881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt950061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1033412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1134805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12151098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1314765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1528941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16173227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17103560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1837018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1984383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2062159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21168279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2345522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0248,000 fv CD Bank of China
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1248,000 fv CD Bank of NY Mellon
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2248,000 fv CD Farmers BK & TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3248,000 fv CD First Midwest 2.25%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4248,000 fv CD First Republic 2.30%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5248,000 fv CD Home Svgs and Ln Comp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6248,000 fv CD Mizrahi Tefaho 2.25%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7248,000 fv CD Sanrander Bank 2.20%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8500 shs Cisco Systems Inc Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91,500 shs Corning Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10300 shs Disney (Walt) Co Com Stk
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11500 shs Emerson Elec Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc123,070 shs Fluor Corp New Del Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13300 shs Fluor Corp New Del Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14138 shs Garrett Motion Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15200 shs Honeywell Intl Inc Del
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc163,750 shs Intl Paper Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17100,000 fv Metlife Inc 4.75% Feb0821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18400 shs Microchip Technology Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19800 shs Microsoft Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc201,500 shs Pfizer Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc212,250 shs Procter & Gamble Co Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22230 shs Residio Technologies Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23700 shs Royal Dutch Shell Plc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0181859
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0522858
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt086101
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08604864
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08082006
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08518763
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0415702
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0415702
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0415702
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0419235
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03533
IRS990PF/DistributableAmountGrp/TotalTaxAmt03533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01667
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01667
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05200
IRS990PF/FMVAssetsEOYAmt08518763
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0701995
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0701995
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0780964
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0374006
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0374006
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02040769
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01949632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01949632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05065070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05004394
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05004394
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0195203
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0198870
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0198870
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06880011
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07316768
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0991861
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0991861
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08082006
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08518763
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08518763
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08082006
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08518763
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08082006
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08518763
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08512383
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01347223
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07165160
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0127686
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0419235
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08384697
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08512383
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt032.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.50

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,518,763
Liabilities
$0
Net assets
$8,518,763
Revenue
$1,413,891
Expenses
$891,033
Net income
$522,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.7$0.35$21.4$2.26$0.88$1.38
2024Detailed filing. Detailed filing data is available for this year.$20.5$0.50$20.0$4.12$0.79$3.32
2023Detailed filing. Detailed filing data is available for this year.$16.9$0.22$16.7$1.45$0.91$0.54
2022Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$3.38$0.62$2.77
2021Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.84$0.86$0.98
2020Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$4.24$0.69$3.55
2019Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$1.41$0.89$0.52
2018Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.56$0.81$0.25
2017Detailed filing. Detailed filing data is available for this year.$8.52$0.09$8.43$0.46$0.87$0.41
2016Detailed filing. Detailed filing data is available for this year.$8.71$0.09$8.62$0.48$0.86$0.37
2015Summary only. Only limited summary data is available for this year.$9.46$0.08$0.99$1.00$0.01
2014Summary only. Only limited summary data is available for this year.$10.3$0.27$0.53$0.87$0.33
2013Summary only. Only limited summary data is available for this year.$9.67$0.00$0.80$1.00$0.20
2012Summary only. Only limited summary data is available for this year.$9.93$0.00$0.70$0.75$0.06