Civic Intelligence

Kirkpatrick Foundation Inc.

990PF • Fiscal year 2021 • EIN 73-0701736

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 12, 2022

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

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

25th percentile

0.05x

Higher debt load relative to revenue than 25% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

9th percentile

-20%

Higher net margin than 9% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

45th percentile

$237,925

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

20%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$95,805,264

Up $13,865,541 (+17%) from 2020

Net Assets

Up

$95,619,913

Up $13,702,377 (+17%) from 2020

Liabilities

Up

$185,351

Up $163,164 (+735%) from 2020

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin9th percentile

Revenue

Up

$4,053,444

Up $685,992 (+20%) from 2020

Expenses

Up

$4,855,665

Up $744,107 (+18%) from 2020

Net Income

Down

-$802,221

Down $58,115 (-7.8%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2021

Assets$95,805,264
Liabilities$185,351
Net Assets$95,619,913
Open 2021 Filing

Operations Trend

Revenue Growth62nd 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

2021

Revenue$4,053,444
Expenses$4,855,665
Net Income-$802,221
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 12, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISA MCCUNEExecutive DirectorFT$204,996$32,929$237,925
CHRISTIAN K KEESEEChairman-$0--
ROBERT CLEMENTSPast President-$0--
REBECCA MCCUBBINPresident-$0--
MAX WEITZENHOFFERVice President-$0--
GEORGE RECORDSTrustee-$0--
GLENNA TANENBAUMSecretary-$0--
LIZ EICKMANAdvisor-$0--
DAVID F GRIFFINTreasurer-$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
Rebecca Mccubbin
Title
President
Phone
4056080934
Signed
2022-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
210 PARK AVE SUITE 1725, OKLAHOMA CITY, OK 73102
Preparer
Lauren Nowakowski
Phone
4052397961
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36JP MORGAN ALERIAN MLP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41META PLATFORMS INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MONDELEZ INTERNATIONAL INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ROYAL CARIBBEAN CRUISES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TRIMBLE NAVIGATION LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56U.S. BANCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VANGUARD INTL DIVIDEND APPREC ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VANGUARD REAL ESTATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64WISDOMTREE EMERGING MKTS S/C DVD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67YUM CHINA HOLDINGS INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01403340
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02243356
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0406748
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04053444
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04053444
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt018949
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt019212
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt038423
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02243356
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0174247
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt030749
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0204996
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02909502
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02910502
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01403340
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01403340
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-802221
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05601740
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0563
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0563
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02243356
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03604303
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt02618
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt02635
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt05270
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0213550
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt016372
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0232228
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0764938
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt078340
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0904464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0406748
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0406748
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03385
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0214803
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0218188
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0187279
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt025216
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0212496
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt01669
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt01669
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt058261
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0119761
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04280253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0449141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04855665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04053444
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04053444
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01370751
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0449141
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01945163
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt03553
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt03553
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03358384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02243356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02243356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05601740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02243356
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-802221
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt014504598
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt095619913
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt081917536
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt095619913
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04525438
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04525438
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04525438
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04575538
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt050100
IRS990PF/DistributableAmountGrp/TotalTaxAmt050100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt015182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt050282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt050100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt015182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt050100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt050100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt065282
IRS990PF/FMVAssetsEOYAmt096490053
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt022187
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0185351
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0145999
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt025059
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0408340
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0408340
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06317581
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06252395
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt06252395
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt061612661
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt076291693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt076291693
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0123085
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0123085
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt081917536
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt095619913
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt062281
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0193774
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0878563
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013269472
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012659062
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012659062
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt081939723
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt095805264
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt096490053
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt022187
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0185351
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt081939723
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt095805264
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt081917536
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt095619913
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0506670
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt092904325
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010532576
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt081523186
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01393565
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0848563
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04575538
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt091510760
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt092904325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt091353
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt166791
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt258947
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt012565
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt111516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt216938

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,805,264
Liabilities
$185,351
Net assets
$95,619,913
Revenue
$4,053,444
Expenses
$4,855,665
Net income
-$802,221
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