Civic Intelligence

Edward G Schlieder Educational Foundation

990PF • Fiscal year 2020 • EIN 72-0408974

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 21, 2021

Organization Profile
201 St Charles Ave No 2508New Orleans, LA 70170

(504) 599-5950

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

8th percentile

-54%

Higher net margin than 8% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$57,500

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

14th percentile

-3.2%

Faster asset growth than 14% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-27%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$50,356,626

Down $1,662,255 (-3.2%) from 2019

Net Assets

$50,356,626

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin8th percentile

Revenue

Down

$3,081,678

Down $1,167,018 (-27%) from 2019

Expenses

Up

$4,743,933

Up $133,700 (+2.9%) from 2019

Net Income

Down

-$1,662,255

Down $1,300,718 (-360%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$80M$60M$40M$20M$0Assets 2011: $39,715,904Liabilities 2011: $02011Assets 2012: $45,756,925Liabilities 2012: $10,7152012Assets 2013: $46,887,730Liabilities 2013: $02013Assets 2014: $49,079,427Liabilities 2014: $02014Assets 2015: $51,048,586Liabilities 2015: $02015Assets 2016: $46,293,886Liabilities 2016: $0Net Assets 2016: $46,293,8862016Assets 2019: $52,018,881Liabilities 2019: $02019Assets 2020: $50,356,626Liabilities 2020: $0Net Assets 2020: $50,356,6262020Assets 2021: $55,806,093Liabilities 2021: $0Net Assets 2021: $55,806,0932021Assets 2022: $56,825,167Liabilities 2022: $0Net Assets 2022: $56,825,1672022Assets 2023: $54,787,072Liabilities 2023: $0Net Assets 2023: $54,787,0722023Assets 2024: $64,203,784Liabilities 2024: $0Net Assets 2024: $64,203,7842024

Highlighted filing

2020

Assets$50,356,626
Liabilities$0
Net Assets$50,356,626
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

$20M$10M$0-$10MRevenue 2011: $3,387,659Expenses 2011: $3,391,918Net Income 2011: -$4,2592011Revenue 2012: $9,987,814Expenses 2012: $3,957,508Net Income 2012: $6,030,3062012Revenue 2013: $5,365,877Expenses 2013: $4,224,357Net Income 2013: $1,141,5202013Revenue 2014: $7,088,708Expenses 2014: $4,897,011Net Income 2014: $2,191,6972014Revenue 2015: $6,394,324Expenses 2015: $4,425,165Net Income 2015: $1,969,1592015Revenue 2016: -$408,360Expenses 2016: $4,946,340Net Income 2016: -$5,354,7002016Revenue 2019: $4,248,696Expenses 2019: $4,610,233Net Income 2019: -$361,5372019Revenue 2020: $3,081,678Expenses 2020: $4,743,933Net Income 2020: -$1,662,2552020Revenue 2021: $10,106,913Expenses 2021: $4,657,446Net Income 2021: $5,449,4672021Revenue 2022: $6,677,083Expenses 2022: $5,658,009Net Income 2022: $1,019,0742022Revenue 2023: $2,939,174Expenses 2023: $4,981,969Net Income 2023: -$2,042,7952023Revenue 2024: $14,750,634Expenses 2024: $5,333,922Net Income 2024: $9,416,7122024

Highlighted filing

2020

Revenue$3,081,678
Expenses$4,743,933
Net Income-$1,662,255
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 21, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PIERRE F LAPEYREExec Secretary/ConsultantPT$57,500-$57,500
ROBERT E EDGECOMBEExec Secretary/ConsultantPT$29,167-$29,167
LAURA S SHIELDSDirector & Treasurer-$0--
ELIZABETH S NALTYDirector & President-$0--
JOHN W WAIDDirector & Secretary-$0--
SHELBY WESTFELDT MILLSDirector-$0--
THOMAS D WESTFELDTDirector & Vice President-$0--
Filing and Contact Details

Filer

Filer Name
Edward G Schlieder Educational
EIN
72-0408974
Phone
5045995950
Address
201 ST CHARLES AVE NO 2508, NEW ORLEANS, LA 70170

Signing Officer

Name
Robert Edgecombe
Title
Exec Secretary/consultant
Phone
5045995950
Signed
2021-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Bourgeois Bennett LLC
Address
111 VETERANS BLVD 17TH FLOOR, METAIRIE, LA 70005
Preparer
Laurence R Holmes
Phone
5048314949
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22UNITED HEALTH GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23WABTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24WELLS FARGO & CO NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25WOODWARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26AON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27AERCAP HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ABIOMED INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CAESARS ENTERTAINMENT INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30EBIX INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EHEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EURONET WORLDWIDE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FIRST HARAIIAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34JB HUNT TRANSPORT SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35KEARNY FINANCIAL CORP/MD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36LIGAND PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ON SEMICONDUCTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PALOMAR HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39POOL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PROGRESSICE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ROPER INDUSTRIES , INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42TELEFLEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STERIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ALBANY INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ALERUS FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48AMERICAN WOODMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49AMERIS BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ASSURANT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51CMC MATERIALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52CRA INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53CTS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CENTURY CASINOS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55CHAMPIONX CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56COMFORT SYSTEMS USA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CORE-MARK CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CTO REALTY GROWTH INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59CULP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60CURTISS-WRIGHT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61DENNYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62EAGLE MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63EASTERN BANKSHARES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64EASTGROUP PPTY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ECHOSTAR CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ESSENTIAL PROPERTIES REALTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67EXTENDED STAY AMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68FEDERAL SIGNAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69GETTY REALTY CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70HANOVER INSURANCE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71KADANT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72KEMPER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73LA-Z-BOY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74LIBERTY BROADBAND-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MGIC INVESTMENTS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MAGELLAN HEALTH SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MAXIMUS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MCGRATH RENTCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MULLER WATER PRODUCTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80MURPHEY USA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81NATURAL GAS SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82NEXSTAR BROADCASTING GROUP A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ONTO INNOVATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84PC CONNECTION, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PACIFIC PREMIER BANKCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PEAPACK GLADSTONE FNL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PORTLAND GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89RENASANT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90REX AMERICAN RESOURCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SPX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92SIMPSON MANUFACTURING CO, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93SOLARIS OLIFIED INFRAST-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94SPROUTSFARMERS MARKET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95STAR GROUP LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96TRISTATE CAPITAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97TRIUMPH BANCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98UMB FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VECTRUS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VERITEX HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101VIRTRUS INVST PARTNERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102VISTA OUTDOOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WASHINGTON FEDERAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104CARDTRONICS PLC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105HELEN OF TROY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106GREEN TURTLE PARTNERS, L.P.
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0629743
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02450411
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01524
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03081678
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03081678
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08733
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt017467
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt026200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02450411
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt078000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08667
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt086667
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03580890
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03580890
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0629743
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0629743
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1662255
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021915204
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01524
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01524
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02450411
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02034512
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09397
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt028231
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt037628
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0990496
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0990496
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt019747
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02305
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt022052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03696767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01047166
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04743933
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03081678
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03081678
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0115877
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01047166
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01163043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019464793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02450411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02450411
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02450411
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1662255
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt050356626
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt052018881
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt050356626
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03473672
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03473672
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03473672
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03501952
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt028280
IRS990PF/DistributableAmountGrp/TotalTaxAmt028280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0153247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0181527
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt028280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0153247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,356,626
Liabilities
$0
Net assets
$50,356,626
Revenue
$3,081,678
Expenses
$4,743,933
Net income
-$1,662,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$64.2$0.00$64.2$14.8$5.33$9.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.8$0.00$54.8$2.94$4.98$2.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.8$0.00$56.8$6.68$5.66$1.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.8$0.00$55.8$10.1$4.66$5.45
2020Detailed filing. Detailed filing data is available for this year.$50.4$0.00$50.4$3.08$4.74$1.66
2019Summary only. Only limited summary data is available for this year.$52.0$0.00$4.25$4.61$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.3$0.00$46.3$0.41$4.95$5.35
2015Summary only. Only limited summary data is available for this year.$51.0$0.00$6.39$4.43$1.97
2014Summary only. Only limited summary data is available for this year.$49.1$0.00$7.09$4.90$2.19
2013Summary only. Only limited summary data is available for this year.$46.9$0.00$5.37$4.22$1.14
2012Summary only. Only limited summary data is available for this year.$45.8$0.01$9.99$3.96$6.03
2011Summary only. Only limited summary data is available for this year.$39.7$0.00$3.39$3.39$0.00