Civic Intelligence

Hazel & Claude Fendlason Methodist Education Fund

990PF • Fiscal year 2023 • EIN 72-6147195

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

13th percentile

-51%

Higher net margin than 13% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

66th percentile

$12,906

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 36.2% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

35th percentile

-2.3%

Faster asset growth than 35% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-36%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Flat

$779,250

Flat from 2023

Net Assets

$779,250

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin13th percentile

Revenue

Flat

$35,662

Flat from 2023

Expenses

Flat

$53,974

Flat from 2023

Net Income

Flat

-$18,312

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.0M$500K$0Assets 2011: $844,910Liabilities 2011: $0Net Assets 2011: $844,9102011Assets 2012: $860,072Liabilities 2012: $0Net Assets 2012: $860,0722012Assets 2013: $873,416Liabilities 2013: $0Net Assets 2013: $873,4162013Assets 2014: $900,087Liabilities 2014: $02014Assets 2015: $870,562Liabilities 2015: $02015Assets 2016: $858,488Liabilities 2016: $0Net Assets 2016: $858,4882016Assets 2018: $816,234Liabilities 2018: $0Net Assets 2018: $816,2342018Assets 2019: $810,387Liabilities 2019: $02019Assets 2020: $784,272Liabilities 2020: $0Net Assets 2020: $784,2722020Assets 2021: $790,815Liabilities 2021: $12021Assets 2022: $797,189Liabilities 2022: $0Net Assets 2022: $797,1892022Assets 2023: $779,250Liabilities 2023: $0Net Assets 2023: $779,2502023Assets 2023: $779,250Liabilities 2023: $12023Assets 2024: $782,148Liabilities 2024: $0Net Assets 2024: $782,1482024

Highlighted filing

2023

Assets$779,250
Liabilities$0
Net Assets$779,250
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50KRevenue 2011: $44,490Expenses 2011: $30,491Net Income 2011: $13,9992011Revenue 2012: $40,712Expenses 2012: $25,550Net Income 2012: $15,1622012Revenue 2013: $51,749Expenses 2013: $38,115Net Income 2013: $13,6342013Revenue 2014: $77,626Expenses 2014: $47,672Net Income 2014: $29,9542014Revenue 2015: $22,484Expenses 2015: $48,321Net Income 2015: -$25,8372015Revenue 2016: $35,003Expenses 2016: $47,076Net Income 2016: -$12,0732016Revenue 2018: $41,990Expenses 2018: $72,859Net Income 2018: -$30,8692018Revenue 2019: $49,281Expenses 2019: $55,140Net Income 2019: -$5,8592019Revenue 2020: $20,325Expenses 2020: $46,934Net Income 2020: -$26,6092020Revenue 2021: $55,162Expenses 2021: $47,894Net Income 2021: $7,2682021Revenue 2022: $55,549Expenses 2022: $48,895Net Income 2022: $6,6542022Revenue 2023: $35,662Expenses 2023: $53,974Net Income 2023: -$18,3122023Revenue 2023: $35,662Expenses 2023: $53,974Net Income 2023: -$18,3122023Revenue 2024: $45,432Expenses 2024: $42,322Net Income 2024: $3,1102024

Highlighted filing

2023

Revenue$35,662
Expenses$53,974
Net Income-$18,312
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$12,906-$12,906
Filing and Contact Details

Filer

Filer Name
Fendlason Methodist Education Fund
EIN
72-6147195
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100755111507 RAYTHEON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103009158106 AIR PRODS & CHEMS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1040258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105037833CQ1 APPLE INC 2.3% 11 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1063135G0K36 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107126650100 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10800206RCP5 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109871829107 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11089832Q109 TRUIST FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11100914AAB8 AIR LEASE CORP MED T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112037833100 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11326614N102 DUPONT DE NEMOURS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114316773100 FIFTH THIRD BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11648121L114 JPMORGAN TR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11759022CAJ2 MERRILL LYNCH & CO I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1183140X4TN6 FN FM1456 2.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119369550108 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12011135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12117275R102 CISCO SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12229476L107 EQUITY RESIDENTIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1233134A4KX1 FEDERAL HOME LN MTG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12420030N101 COMCAST CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12520825C104 CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12646625HRY8 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12760871RAD2 MOLSON COORS BEVERAG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128912810SA7 US TREASURY N/B 3% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129459200KA8 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130404280CC1 HSBC HLDGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13161744YAH1 MORGAN STANLEY 2.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132882508104 TEXAS INSTRS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133912828Y79 US TREASURY N/B 2.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134942622200 WATSCO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1353140X4DE3 FN FM1000 3% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136912810RB6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137922042841 VANGUARD INTL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1393140X4PJ9 FN FM1324 3% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140035240AR1 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14206051GHT9 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143258620509 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14474440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145912828YB0 US TREASURY N/B 1.62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14630231GBE1 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147912828ZT0 US TREASURY N/B .25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148871829BJ5 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149064159TF3 BANK NOVA SCOTIA B C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150438516106 HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15109258N570 BLACKROCK FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152912828ZG8 US TREASURY N/B .375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15414040HCE3 CAPITAL ONE FINL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155037833DZ0 APPLE INC 2.4% 20 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156822582CD2 SHELL INTL FIN B V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1573138WHST0 FN AS7729 3% 01 AUG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15809247XAR2 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159372460105 GENUINE PARTS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160907818108 UNION PAC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161922020813 VANGUARD MALVERN FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162842587DE4 SOUTHERN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16340434LAC9 HP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164606822BV5 MITSUBISHI UFJ FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16503027XBD1 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16630231GBG6 EXXON MOBIL CORPORAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16791324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16820030NDH1 COMCAST CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169742718FH7 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17091282CAL5 US TREASURY N/B .375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171808513BF1 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172443510607 HUBBELL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173427866108 HERSHEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17400287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175084664CR0 BERKSHIRE HATHAWAY F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176172967MT5 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17792343VFS8 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178548661DR5 LOWES COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17930161N101 EXELON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18089236THW8 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1813132DMVD4 FR SD0612 2.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182362014193 GMO TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18306406RAQ0 BANK NEW YORK MELLON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18487165B103 SYNCHRONY FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185695156109 PACKAGING CORP AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187458140BU3 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18889236TJK2 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt189808513BU8 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190440452AG5 HORMEL FOODS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1910641593U8 BANK NOVA SCOTIA B C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19291282CBZ3 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19389788MAD4 TRUIST FINL CORP SR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19478016EZM2 ROYAL BK CDA GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt195589509207 MERGER FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt196912810SN9 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19722822V101 CROWN CASTLE INTL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19831620MBS4 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt199770323103 ROBERT HALF INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2003140X4H90 FN FM1155 2.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt201G3223R108 EVEREST RE GROUP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt202177376AG5 CITRIX SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt203024525669 AMERICAN BEACON FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20438141GYN8 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt205NF0003881 PROPERTY WITH UNKNOW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20691282CBE0 US TREASURY N/B .125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt207609207105 MONDELEZ INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2083140QNUS9 FN CB3292 2.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt209580135101 MC DONALDS CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21000206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2113133KNCZ4 FR RA6388 2.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21225159K705 DEUTSCHE DWS MKT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21331620M106 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2143140XHGT8 FN FS2009 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt215863667101 STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2163133KNJL8 FR RA6567 3% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2173140QELR1 FN CA6635 2.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21803027XCE8 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21912572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt220237194105 DARDEN RESTAURANTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2213132DNQD8 FR SD1352 3.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2223140QNYJ5 FN CB3412 3.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt223651639106 NEWMONT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt224693475105 PNC FINL SVCS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt225855244109 STARBUCKS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt226872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22790470L360 ABSOLUTE CONVERT ARB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt228912828D56 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22991282CHJ3 US TREASURY N/B 3.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23098389B100 XCEL ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3598
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt428578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt885197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt142079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt152935

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$779,250
Liabilities
$0
Net assets
$779,250
Revenue
$35,662
Expenses
$53,974
Net income
-$18,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.45$0.42$0.03
2023Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.36$0.54$0.18
2023Summary only. Only limited summary data is available for this year.$7.79$0.00$0.36$0.54$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.00$7.97$0.56$0.49$0.07
2021Summary only. Only limited summary data is available for this year.$7.91$0.00$0.55$0.48$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.84$0.00$7.84$0.20$0.47$0.27
2019Summary only. Only limited summary data is available for this year.$8.10$0.00$0.49$0.55$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.16$0.00$8.16$0.42$0.73$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.58$0.00$8.58$0.35$0.47$0.12
2015Summary only. Only limited summary data is available for this year.$8.71$0.00$0.22$0.48$0.26
2014Summary only. Only limited summary data is available for this year.$9.00$0.00$0.78$0.48$0.30
2013Summary only. Only limited summary data is available for this year.$8.73$0.00$8.73$0.52$0.38$0.14
2012Summary only. Only limited summary data is available for this year.$8.60$0.00$8.60$0.41$0.26$0.15
2011Summary only. Only limited summary data is available for this year.$8.45$0.00$8.45$0.44$0.30$0.14
Peer Organizations

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