Civic Intelligence

Retina Research Foundation Permanent Endowment Fund

990 • Fiscal year 2018 • EIN 74-1860430

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization ProfileN/A
1977 Butler BlvdHouston, TX 77030

(713) 797-1925

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

8th percentile

0.03x

Higher debt load relative to revenue than 8% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

12th percentile

-7.5%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-30%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$49,357,586

Down $4,025,962 (-7.5%) from 2017

Net Assets

Down

$49,298,939

Down $4,015,651 (-7.5%) from 2017

Liabilities

Down

$58,647

Down $10,311 (-15%) from 2017

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin88th percentile

Revenue

Down

$2,222,306

Down $954,232 (-30%) from 2017

Expenses

Down

$1,289,733

Down $326,293 (-20%) from 2017

Net Income

Down

$932,573

Down $627,939 (-40%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$80M$60M$40M$20M$0Assets 2010: $40,243,014Liabilities 2010: $71,936Net Assets 2010: $40,171,0782010Assets 2011: $38,924,615Liabilities 2011: $70,467Net Assets 2011: $38,854,1842011Assets 2012: $43,200,787Liabilities 2012: $68,550Net Assets 2012: $43,132,2372012Assets 2013: $49,353,937Liabilities 2013: $86,177Net Assets 2013: $49,267,7602013Assets 2014: $50,984,801Liabilities 2014: $87,414Net Assets 2014: $50,897,3872014Assets 2015: $48,056,314Liabilities 2015: $25,568Net Assets 2015: $48,030,7462015Assets 2016: $49,861,443Liabilities 2016: $50,031Net Assets 2016: $49,811,4122016Assets 2017: $53,383,548Liabilities 2017: $68,958Net Assets 2017: $53,314,5902017Assets 2018: $49,357,586Liabilities 2018: $58,647Net Assets 2018: $49,298,9392018Assets 2019: $56,667,705Liabilities 2019: $67,166Net Assets 2019: $56,600,5392019Assets 2020: $61,323,145Liabilities 2020: $65,171Net Assets 2020: $61,257,9742020Assets 2021: $70,336,261Liabilities 2021: $81,976Net Assets 2021: $70,254,2852021Assets 2022: $60,776,307Liabilities 2022: $71,176Net Assets 2022: $60,705,1312022Assets 2024: $74,350,077Liabilities 2024: $82,048Net Assets 2024: $74,268,0292024

Highlighted filing

2018

Assets$49,357,586
Liabilities$58,647
Net Assets$49,298,939
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $1,630,043Expenses 2010: $1,241,134Net Income 2010: $388,9092010Revenue 2011: $1,771,742Expenses 2011: $1,252,330Net Income 2011: $519,4122011Revenue 2012: $3,549,810Expenses 2012: $1,271,543Net Income 2012: $2,278,2672012Revenue 2013: $3,201,270Expenses 2013: $1,314,152Net Income 2013: $1,887,1182013Revenue 2014: $4,251,446Expenses 2014: $1,314,125Net Income 2014: $2,937,3212014Revenue 2015: $2,944,843Expenses 2015: $1,320,991Net Income 2015: $1,623,8522015Revenue 2016: $4,082,051Expenses 2016: $1,515,076Net Income 2016: $2,566,9752016Revenue 2017: $3,176,538Expenses 2017: $1,616,026Net Income 2017: $1,560,5122017Revenue 2018: $2,222,306Expenses 2018: $1,289,733Net Income 2018: $932,5732018Revenue 2019: $3,449,981Expenses 2019: $1,871,051Net Income 2019: $1,578,9302019Revenue 2020: $1,679,004Expenses 2020: $1,735,080Net Income 2020: -$56,0762020Revenue 2021: $8,036,748Expenses 2021: $1,791,322Net Income 2021: $6,245,4262021Revenue 2022: $2,984,186Expenses 2022: $2,232,993Net Income 2022: $751,1932022Revenue 2024: $6,115,365Expenses 2024: $2,630,585Net Income 2024: $3,484,7802024

Highlighted filing

2018

Revenue$2,222,306
Expenses$1,289,733
Net Income$932,573
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$19,467,105
Mission and Program Overview

Mission

To support retina research foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$52,436,274$48,500,691▼ $3,935,583
Cash and Non-Interest-Bearing Accounts$937,264$846,895▼ $90,369
Pledges and Grants Receivable$10,010$10,000▼ $10
Total Assets$53,383,548$49,357,586▼ $4,025,962
Liabilities
Accounts Payable and Accrued Expenses$68,958$58,647▼ $10,311
Total Liabilities$68,958$58,647▼ $10,311
Net Assets / Fund Balance
Temporarily Rstr Net Assets$30,164,618$26,277,027▼ $3,887,591
Permanently Rstr Net Assets$19,651,654$19,796,401▲ $144,747
Unrestricted Net Assets$3,498,318$3,225,511▼ $272,807
Total Net Assets Fund Balance$53,314,590$49,298,939▼ $4,015,651
Total Liabilities and Net Assets / Fund Balance$53,383,548$49,357,586▼ $4,025,962

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$53,373,538$144,760▼ $2,603,643-$49,347,586
2017$49,852,443$161,235▲ $4,956,959-$53,373,538
2016$47,699,249$307,701▲ $2,987,041-$49,852,443
2015$50,632,758$146,802▼ $1,697,474-$47,699,249
2014$48,573,984$548,301▲ $2,823,361-$50,632,758
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Jacquelyn M RoyceChair, Board of Advisory Trustees
Frank K Eggleston DdsChairman
Alice R Mcpherson MdPresident
Arthur Willis MdDirector
Ben F Orman MdDirector
Bernard Hicks MdDirector
Bettie Harding LeeDirector
Bruce B MackDirector
Diana M Dede WeilDirector
F Ames SmithDirector
James Key MdDirector
L Henry Gissel JrDirector
Lynn a Bernard JrDirector
Michael PatrickDirector
Nancy F JaphetDirector
Petros E Carvounis MdDirector
R Malcolm WooleyDirector
Ronald G GirottoDirector
Rose CullenDirector
Shara FryerDirector
Suzanne MillerDirector
John C Dawson JrSecretary
H Richard WaltonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$144,750
Program Service Revenue
$0
Investment Income
$2,114,397
Other Revenue
$-36,841
All Other Contributions
$144,750
Change in Net Assets
$932,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,289,733
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$1,289,733--$1,289,733
Total Functional Expenses$1,289,733$0$0$1,289,733
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return is signed by a board designee. The return is then provided to the entire board at the next meeting or during the normal course of business.”

Form 990, Part VI, Section C, Line 19

“The organization makes all of its organizing documents and prior year tax returns available through written request to the organization as well as through third party websites, such as guidestar.”

Filing and Contact Details

Filer

Filer Name
Retina Research Permanent Endowment Fund
EIN
74-1860430
Phone
7137971925
Address
1977 BUTLER BLVD, HOUSTON, TX 77030

Signing Officer

Name
Alice Mcpherson Md
Title
President
Phone
7137971925
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alice Mcpherson Md
Formed
1976
Legal Domicile
TX
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
23

Preparer

Firm
Carr Riggs & Ingram LLC
Address
TWO RIVERWAY 15TH FLOOR, HOUSTON, TX 77056
Preparer
Kristen Simpson
Phone
7136218090
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Mlp gain/loss 36,841. Partnership distributions 197,327.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are used to support the programs of retina research foundation.”

PART X, LINE 2:

“Retina research foundation and the permanent endowment fund are exempt from federal income taxes on related income under internal revenue code (irc) section 501(a) as an organization described in irc section 501(c)(3). The foundation accounts for uncertain tax positions, when it is more likely than not, that such an asset or a liability will be realized. As of december 31, 2018, management believes there were no uncertain tax positions.”

Raw XML AppendixShowing 400 of 557 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHAIR, BOARD OF ADVISORY TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0713591
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt017958390
IRS990/GrossReceiptsAmt019467105
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01400806
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01400806
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt052436274
IRS990/InvestmentsPubTradedSecGrp/EOYAmt048500691
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017244799
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT RETINA RESEARCH FOUNDATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt053314590
IRS990/NetAssetsOrFundBalancesEOYAmt049298939
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0713591
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0713591
IRS990/NetUnrelatedBusTxblIncmAmt0-36841
IRS990/NetUnrlzdGainsLossesInvstAmt0-5182392
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt05000
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0234168
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MLP INCOME/LOSS
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-36841
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-36841
IRS990/OtherRevenueTotalAmt0-36841
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt01289733
IRS990/PaymentsToAffiliatesGrp/TotalAmt01289733
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt019651654
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt019796401
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010010
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ALICE MCPHERSON MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0162245
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03018618
IRS990/PYOtherExpensesAmt01616026
IRS990/PYOtherRevenueAmt0-4325
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01560512
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01616026
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03176538
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0932573
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237087830
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01289733
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0RETINA RESEARCH FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01289733
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.07000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0277336
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt053373538
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0144760
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt049347586
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01289733
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2603643
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0221815
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt049852443
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0161235
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt053373538
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01375284
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04956959
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-189832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt047699249
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0307701

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$49,357,586
Liabilities
$58,647
Net assets
$49,298,939
Revenue
$2,222,306
Expenses
$1,289,733
Net income
$932,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.4$0.08$74.3$6.12$2.63$3.48
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.8$0.07$60.7$2.98$2.23$0.75
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.3$0.08$70.3$8.04$1.79$6.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.3$0.07$61.3$1.68$1.74$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.7$0.07$56.6$3.45$1.87$1.58
2018Detailed filing. Detailed filing data is available for this year.$49.4$0.06$49.3$2.22$1.29$0.93
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.4$0.07$53.3$3.18$1.62$1.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.9$0.05$49.8$4.08$1.52$2.57
2015Detailed filing. Detailed filing data is available for this year.$48.1$0.03$48.0$2.94$1.32$1.62
2014Detailed filing. Detailed filing data is available for this year.$51.0$0.09$50.9$4.25$1.31$2.94
2013Detailed filing. Detailed filing data is available for this year.$49.4$0.09$49.3$3.20$1.31$1.89
2012Summary only. Only limited summary data is available for this year.$43.2$0.07$43.1$3.55$1.27$2.28
2011Summary only. Only limited summary data is available for this year.$38.9$0.07$38.9$1.77$1.25$0.52
2010Summary only. Only limited summary data is available for this year.$40.2$0.07$40.2$1.63$1.24$0.39