Civic Intelligence

Texas Pioneer Foundation

990PF • Fiscal year 2020 • EIN 74-1966306

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 07, 2020

9404 Danube AveTexarkana, TX 75503

(512) 757-2932

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

12th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

11th percentile

-36%

Higher net margin than 11% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$206,454

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

18th percentile

-2.1%

Faster asset growth than 18% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Assets

Down

$54,511,847

Down $1,194,912 (-2.1%) from 2019

Net Assets

Down

$54,511,763

Down $1,194,996 (-2.1%) from 2019

Liabilities

Up

$84

Up $84 from 2019

Revenue

Down

$2,149,124

Down $7,081,121 (-77%) from 2019

Expenses

Down

$2,923,323

Down $84,673 (-2.8%) from 2019

Net Income

Down

-$774,199

Down $6,996,448 (-112%) from 2019

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $51,081,835Liabilities 2011: $1,8582011Assets 2012: $48,331,884Liabilities 2012: $02012Assets 2013: $50,566,419Liabilities 2013: $2,5702013Assets 2014: $55,517,215Liabilities 2014: $02014Assets 2015: $54,382,024Liabilities 2015: $02015Assets 2016: $50,521,551Liabilities 2016: $0Net Assets 2016: $50,521,5512016Assets 2017: $54,145,649Liabilities 2017: $0Net Assets 2017: $54,145,6492017Assets 2018: $55,308,496Liabilities 2018: $0Net Assets 2018: $55,308,4962018Assets 2019: $55,706,759Liabilities 2019: $0Net Assets 2019: $55,706,7592019Assets 2020: $54,511,847Liabilities 2020: $84Net Assets 2020: $54,511,7632020Assets 2021: $66,213,471Liabilities 2021: $168Net Assets 2021: $66,213,3032021Assets 2022: $58,953,395Liabilities 2022: $965Net Assets 2022: $58,952,4302022Assets 2023: $60,187,193Liabilities 2023: $565Net Assets 2023: $60,186,6282023Assets 2024: $65,149,520Liabilities 2024: $565Net Assets 2024: $65,148,9552024Assets 2025: $69,288,817Liabilities 2025: $0Net Assets 2025: $69,288,8172025

Highlighted filing

2020

Assets$54,511,847
Liabilities$84
Net Assets$54,511,763

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,689,240Expenses 2011: $2,378,938Net Income 2011: $1,310,3022011Revenue 2012: $1,460,500Expenses 2012: $2,615,659Net Income 2012: -$1,155,1592012Revenue 2013: $1,707,016Expenses 2013: $2,619,148Net Income 2013: -$912,1322013Revenue 2014: $2,304,114Expenses 2014: $2,676,918Net Income 2014: -$372,8042014Revenue 2015: $2,571,646Expenses 2015: $2,833,717Net Income 2015: -$262,0712015Revenue 2016: $2,515,429Expenses 2016: $2,916,426Net Income 2016: -$400,9972016Revenue 2017: $3,448,163Expenses 2017: $2,856,216Net Income 2017: $591,9472017Revenue 2018: $3,424,885Expenses 2018: $2,891,642Net Income 2018: $533,2432018Revenue 2019: $9,230,245Expenses 2019: $3,007,996Net Income 2019: $6,222,2492019Revenue 2020: $2,149,124Expenses 2020: $2,923,323Net Income 2020: -$774,1992020Revenue 2021: $3,476,707Expenses 2021: $3,124,238Net Income 2021: $352,4692021Revenue 2022: $3,411,006Expenses 2022: $3,371,453Net Income 2022: $39,5532022Revenue 2023: $3,453,669Expenses 2023: $3,759,918Net Income 2023: -$306,2492023Revenue 2024: $2,762,558Expenses 2024: $3,466,677Net Income 2024: -$704,1192024Revenue 2025: $3,562,765Expenses 2025: $3,561,116Net Income 2025: $1,6492025

Highlighted filing

2020

Revenue$2,149,124
Expenses$2,923,323
Net Income-$774,199
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 7, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fred MarkhamPresidentFT$182,150$24,304$206,454
Cliff BandyVice President-$2,000-$2,000
Dick CumminsVice President-$2,000-$2,000
Margaret LindseySec/Treasurer-$2,000-$2,000
Katie AndrusDirector-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Texas Pioneer Foundation
EIN
74-1966306
Phone
5127572932
Address
9404 Danube Ave, Texarkana, TX 75503

Signing Officer

Name
Fred Markham
Title
President
Signed
2020-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Dunagan Jack LLP
Address
3724 Jefferson Street Suite 307, Austin, TX 78731
Preparer
Gary Joseph Jack
Phone
5124208997
Raw XML AppendixShowing 400 of 438 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Mutual funds (Attachment A)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Exchange traded funds (Attachment A)
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Michelle Coburn
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Fred Markham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Cliff Bandy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Dick Cummins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Margaret Lindsey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Katie Andrus
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Sec/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09404 Danube Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19404 Danube Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29404 Danube Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39404 Danube Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt49404 Danube Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Texarkana
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Texarkana
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Texarkana
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Texarkana
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Texarkana
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd375503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd475503
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02686229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02704811
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02695607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02582850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02565382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02670646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02616631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt018582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt054534966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt054095520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt055284334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt051975519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt051134244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt054344273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02442174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.246285
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02442174
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02442174
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02442174
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09404 Danube Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Texarkana
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075503
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Fred Markham
IRS990PF/StatementsRegardingActyGrp/PhoneNum05127572932
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.texaspioneerfoundation.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Texas Education Foundation Network supports school foundations in Texas, provides networking opportunities, shares best practices, and provides training & resources needed for foundations to be successful.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0157554
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0563000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0See attached listing Attachment C
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd075503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01945130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attached listing Attachment B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075503
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0563000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01945130
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0497766
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01944408
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02689584
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02442174
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02191818
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01944408
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0924
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt12441
LandEtcSchedule2/LandEtcGrp/BookValueAmt082
LandEtcSchedule2/LandEtcGrp/BookValueAmt13540
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01006
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt15981
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt082
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt13540
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01891
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Net Intangible Assets
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01849
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01849
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Amortization
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Conference & workshop speakers
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Dues & subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Office supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Other conference & workshop expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Other expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Payroll processing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt083569
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15120
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt27467
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32862
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt411751
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt56034
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61475
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt73697
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0569
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1830
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2318
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3671
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4164
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5411
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt042
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt183569
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25689
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38297
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt511751
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt66705
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71639
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt84108
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0228894
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment advisory fees

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$69.3$0.00$69.3$3.56$3.56$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.1$0.00$65.1$2.76$3.47$0.70
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.2$0.00$60.2$3.45$3.76$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.0$0.00$59.0$3.41$3.37$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.2$0.00$66.2$3.48$3.12$0.35
2020Detailed filing. Detailed filing data is available for this year.$54.5$0.00$54.5$2.15$2.92$0.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.7$0.00$55.7$9.23$3.01$6.22
2018Detailed filing. Detailed filing data is available for this year.$55.3$0.00$55.3$3.42$2.89$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.1$0.00$54.1$3.45$2.86$0.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.5$0.00$50.5$2.52$2.92$0.40
2015Summary only. Only limited summary data is available for this year.$54.4$0.00$2.57$2.83$0.26
2014Summary only. Only limited summary data is available for this year.$55.5$0.00$2.30$2.68$0.37
2013Summary only. Only limited summary data is available for this year.$50.6$0.00$1.71$2.62$0.91
2012Summary only. Only limited summary data is available for this year.$48.3$0.00$1.46$2.62$1.16
2011Summary only. Only limited summary data is available for this year.$51.1$0.00$3.69$2.38$1.31