Civic Intelligence

Kirkpatrick Foundation Inc.

990PF • Fiscal year 2022 • EIN 73-0701736

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

24th percentile

0.05x

Higher debt load relative to revenue than 24% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

19th percentile

-10%

Higher net margin than 19% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

44th percentile

$242,649

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

6th percentile

-20%

Faster asset growth than 6% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-5.7%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$76,520,676

Down $19,284,588 (-20%) from 2021

Net Assets

Down

$76,316,121

Down $19,303,792 (-20%) from 2021

Liabilities

Up

$204,555

Up $19,204 (+10%) from 2021

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin19th percentile

Revenue

Down

$3,823,215

Down $230,229 (-5.7%) from 2021

Expenses

Down

$4,211,178

Down $644,487 (-13%) from 2021

Net Income

Up

-$387,963

Up $414,258 (+52%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2022

Assets$76,520,676
Liabilities$204,555
Net Assets$76,316,121
Open 2022 Filing

Operations Trend

Revenue Growth35th 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

2022

Revenue$3,823,215
Expenses$4,211,178
Net Income-$387,963
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISA MCCUNEExecutive DirectorFT$224,675$17,974$242,649
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
Max Weitzenhoffer
Title
President
Phone
4056080934
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Rebecca a Rodriguez
Phone
2108286281
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AECOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALIGN TECHNOLOGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALPHABET INC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALPHABET INC-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMAZON COMPANY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CARMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CLEARWAY ENERGY INC-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COMCAST CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DIAGEO SPONSORED ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DISNEY CO, WALT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FISERV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ILLINOIS TOOLS WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ISHARES MSCI EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ISHARES MSCI MIN VOL EMERG MKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JP MORGAN ALERIAN MLP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40META PLATFORMS INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MONDELEZ INTERNATIONAL INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ROYAL CARIBBEAN CRUISES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54TRIMBLE NAVIGATION LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55U.S. BANCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VANGUARD INTL DIVIDEND APPREC ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VANGUARD REAL ESTATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62WISDOMTREE EMERGING MKTS S/C DVD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65YUM CHINA HOLDINGS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01716319
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01716319
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01652442
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01164299
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt01006474
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03823215
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03823215
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt022309
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt022047
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt044093
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01164299
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0190974
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt033701
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0224675
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02020797
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02045797
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01652442
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01652442
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-387963
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07131044
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0713
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0713
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01164299
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03252738
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt02117
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt02208
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt04415
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt061388
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt023128
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0328058
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0928759
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0114451
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0847969
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01006474
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01006474
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt07400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0248287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0275019
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0292136
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt034415
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0283956
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt057254
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt086512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03528589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0570477
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04211178
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03823215
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03823215
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01507792
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0570477
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02165381
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01996
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt034986
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt069971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05966745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01164299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01164299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07131044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01164299
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-387963
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt018915829
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt095231950
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt095619913
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt076316121
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04065003
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04065003
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04065003
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04110216
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt045213
IRS990PF/DistributableAmountGrp/TotalTaxAmt045213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt028885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt028000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt045213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt045213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt045213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt056885
IRS990PF/FMVAssetsEOYAmt077992205
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0185351
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0204555
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0255159
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0255159
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0255159
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0408340
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0180875
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0180875
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06252395
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt08326210
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt08326210
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt076291693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt057196044
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt057196044
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0123085
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0123085
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt095619913
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt076316121
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0193774
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0261121
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01732650
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012659062
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08584948
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08584948
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt095805264
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt076520676

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,520,676
Liabilities
$204,555
Net assets
$76,316,121
Revenue
$3,823,215
Expenses
$4,211,178
Net income
-$387,963
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