Civic Intelligence

Kirkpatrick Foundation Inc.

990PF • Fiscal year 2018 • EIN 73-0701736

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profile
1001 West Wilshire Blvd 4th FloorOklahoma City, OK 73116

(405) 608-0934

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

31st percentile

$187,635

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

12th percentile

-7.1%

Faster asset growth than 12% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

47%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$63,975,944

Down $4,880,113 (-7.1%) from 2017

Net Assets

Down

$63,894,601

Down $4,900,824 (-7.1%) from 2017

Liabilities

Up

$81,343

Up $20,711 (+34%) from 2017

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin80th percentile

Revenue

Up

$5,512,433

Up $1,768,596 (+47%) from 2017

Expenses

Up

$4,044,459

Up $420,356 (+12%) from 2017

Net Income

Up

$1,467,974

Up $1,348,240 (+1126%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$100M$50M$0Assets 2011: $31,270,479Liabilities 2011: $45,7752011Assets 2012: $42,470,497Liabilities 2012: $43,3532012Assets 2013: $41,640,094Liabilities 2013: $62,645Net Assets 2013: $41,577,4492013Assets 2014: $41,393,665Liabilities 2014: $1,310,074Net Assets 2014: $40,083,5912014Assets 2015: $41,261,822Liabilities 2015: $263,849Net Assets 2015: $40,997,9732015Assets 2016: $40,337,974Liabilities 2016: $120,355Net Assets 2016: $40,217,6192016Assets 2017: $68,856,057Liabilities 2017: $60,632Net Assets 2017: $68,795,4252017Assets 2018: $63,975,944Liabilities 2018: $81,343Net Assets 2018: $63,894,6012018Assets 2019: $75,446,402Liabilities 2019: $118,502Net Assets 2019: $75,327,9002019Assets 2020: $81,939,723Liabilities 2020: $22,187Net Assets 2020: $81,917,5362020Assets 2021: $95,805,264Liabilities 2021: $185,351Net Assets 2021: $95,619,9132021Assets 2022: $76,520,676Liabilities 2022: $204,555Net Assets 2022: $76,316,1212022Assets 2023: $86,518,278Liabilities 2023: $257,620Net Assets 2023: $86,260,6582023Assets 2024: $97,926,692Liabilities 2024: $1,061,807Net Assets 2024: $96,864,8852024

Highlighted filing

2018

Assets$63,975,944
Liabilities$81,343
Net Assets$63,894,601
Open 2018 Filing

Operations Trend

Revenue Growth89th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,970,431Expenses 2011: $2,116,135Net Income 2011: -$145,7042011Revenue 2012: $13,919,131Expenses 2012: $2,721,241Net Income 2012: $11,197,8902012Revenue 2013: $2,228,208Expenses 2013: $3,141,473Net Income 2013: -$913,2652013Revenue 2014: $2,155,574Expenses 2014: $3,178,665Net Income 2014: -$1,023,0912014Revenue 2015: $3,717,405Expenses 2015: $3,477,146Net Income 2015: $240,2592015Revenue 2016: $2,576,975Expenses 2016: $3,368,835Net Income 2016: -$791,8602016Revenue 2017: $3,743,837Expenses 2017: $3,624,103Net Income 2017: $119,7342017Revenue 2018: $5,512,433Expenses 2018: $4,044,459Net Income 2018: $1,467,9742018Revenue 2019: $2,919,349Expenses 2019: $3,706,336Net Income 2019: -$786,9872019Revenue 2020: $3,367,452Expenses 2020: $4,111,558Net Income 2020: -$744,1062020Revenue 2021: $4,053,444Expenses 2021: $4,855,665Net Income 2021: -$802,2212021Revenue 2022: $3,823,215Expenses 2022: $4,211,178Net Income 2022: -$387,9632022Revenue 2023: $5,462,234Expenses 2023: $4,854,181Net Income 2023: $608,0532023Revenue 2024: $2,763,644Expenses 2024: $4,966,877Net Income 2024: -$2,203,2332024

Highlighted filing

2018

Revenue$5,512,433
Expenses$4,044,459
Net Income$1,467,974
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISA MCCUNESecretary/Executive DirectFT$162,140$25,495$187,635
CHRISTIAN K KEESEEChairman-$0--
ROBERT CLEMENTSPresident-$0--
REBECCA LOVE MCCUBBINVice President-$0--
MAX WEITZENHOFFERTreasurer-$0--
GEORGE BACKTrustee-$0--
GEORGE RECORDSTrustee-$0--
MISCHA GORKUSCHATreasurer-$0--
MARK ROBERTSONTrustee-$0--
LIZ EICKMANAdviser-$0--
DAVID F GRIFFINTrustee-$0--
ELIZABETH A FARABEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kirkpatrick Foundation Inc
EIN
73-0701736
Phone
4056080934
Address
1001 WEST WILSHIRE BLVD 4TH FLOOR, OKLAHOMA CITY, OK 73116

Signing Officer

Name
Robert Clements
Title
President
Phone
4056080934
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Hogantaylor Llp
Address
1225 N BROADWAY AVENUE SUITE 200, OKLAHOMA CITY, OK 73103
Preparer
W Lyndel Lackey
Phone
4058482020
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FISERV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29IHS MARKIT LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ILLINOIS TOOLS WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ISHARES MSCI EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JPMORGAN ALERIAN MLP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42KRAFT HEINZ CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MEDIDATA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MONDELEZ INTERNATIONAL INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57RED HAT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ROYAL CARIBBEAN CRUISES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TRIMBLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62U.S. BANCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63UNILEVER N V -NY SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VANGUARD INT APP INDX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WISDOMTREE EMERGING MARKETS SMALL CAP DIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74YUM CHINA HOLDINGS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01490005
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01490005
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt02963495
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt02963495
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01477925
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03715965
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0318543
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05512433
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05512433
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08410
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08410
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016820
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03715965
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0159489
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt028145
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0187634
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02110731
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02110731
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt050860
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt012432
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01477925
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01477925
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01467974
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08286728
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03715965
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05133224
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt05945
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt05945
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt011890
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0163483
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt011919
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0175402
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01093750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt035834
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01129584
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0318543
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0318543
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0178911
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0178911
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt073245
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt012926
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt086171
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt028923
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt041058
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0124481
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03649178
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0379209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04044459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05512433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05512433
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01538447
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0379209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01933728
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05082
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt05081
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04570763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03715965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03715965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08286728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03715965
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01467974
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt06368798
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt070263399
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt068795425
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt063894601
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03395188
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03395188
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03395188
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03446520
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt051332
IRS990PF/DistributableAmountGrp/TotalTaxAmt051332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt015313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt048681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt018000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt051332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt015313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt051332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt051332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt066681
IRS990PF/FMVAssetsEOYAmt065133784
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt060632
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt081343
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0183018
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0164645
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0183018
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0183018
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0185408
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt072207
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt072207
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04782153
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05635290
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05635290

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Filings

Displayed year

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

Open filing
Assets
$63,975,944
Liabilities
$81,343
Net assets
$63,894,601
Revenue
$5,512,433
Expenses
$4,044,459
Net income
$1,467,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$97.9$1.06$96.9$2.76$4.97$2.20
2023Detailed filing. Detailed filing data is available for this year.$86.5$0.26$86.3$5.46$4.85$0.61
2022Detailed filing. Detailed filing data is available for this year.$76.5$0.20$76.3$3.82$4.21$0.39
2021Detailed filing. Detailed filing data is available for this year.$95.8$0.19$95.6$4.05$4.86$0.80
2020Detailed filing. Detailed filing data is available for this year.$81.9$0.02$81.9$3.37$4.11$0.74
2019Detailed filing. Detailed filing data is available for this year.$75.4$0.12$75.3$2.92$3.71$0.79
2018Detailed filing. Detailed filing data is available for this year.$64.0$0.08$63.9$5.51$4.04$1.47
2017Detailed filing. Detailed filing data is available for this year.$68.9$0.06$68.8$3.74$3.62$0.12
2016Detailed filing. Detailed filing data is available for this year.$40.3$0.12$40.2$2.58$3.37$0.79
2015Detailed filing. Detailed filing data is available for this year.$41.3$0.26$41.0$3.72$3.48$0.24
2014Detailed filing. Detailed filing data is available for this year.$41.4$1.31$40.1$2.16$3.18$1.02
2013Detailed filing. Detailed filing data is available for this year.$41.6$0.06$41.6$2.23$3.14$0.91
2012Summary only. Only limited summary data is available for this year.$42.5$0.04$13.9$2.72$11.2
2011Summary only. Only limited summary data is available for this year.$31.3$0.05$1.97$2.12$0.15