Civic Intelligence

The Hersh Foundation

990PF • Fiscal year 2020 • EIN 75-2720646

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
4143 Maple Avenue No 350Dallas, TX 75219

(972) 432-3842

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

1st percentile

-622%

Higher net margin than 1% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

77th percentile

$255,575

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 48.8% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

4th percentile

-16%

Faster asset growth than 4% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-2.1%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$18,945,688

Down $3,612,902 (-16%) from 2019

Net Assets

$18,945,688

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin1st percentile

Revenue

Down

$523,884

Down $10,998 (-2.1%) from 2019

Expenses

Down

$3,782,067

Down $464,642 (-11%) from 2019

Net Income

Up

-$3,258,183

Up $453,644 (+12%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$40M$30M$20M$10M$0Assets 2011: $10,087,250Liabilities 2011: $0Net Assets 2011: $10,087,2502011Assets 2012: $23,298,448Liabilities 2012: $02012Assets 2013: $27,183,105Liabilities 2013: $0Net Assets 2013: $27,183,1052013Assets 2014: $26,384,434Liabilities 2014: $1,853,0002014Assets 2015: $28,903,125Liabilities 2015: $0Net Assets 2015: $28,903,1252015Assets 2016: $33,841,377Liabilities 2016: $0Net Assets 2016: $33,841,3772016Assets 2017: $29,766,872Liabilities 2017: $0Net Assets 2017: $29,766,8722017Assets 2019: $22,558,590Liabilities 2019: $02019Assets 2020: $18,945,688Liabilities 2020: $0Net Assets 2020: $18,945,6882020Assets 2021: $16,877,471Liabilities 2021: $0Net Assets 2021: $16,877,4712021Assets 2022: $7,886,913Liabilities 2022: $0Net Assets 2022: $7,886,9132022Assets 2023: $13,952,196Liabilities 2023: $0Net Assets 2023: $13,952,1962023Assets 2024: $13,524,701Liabilities 2024: $0Net Assets 2024: $13,524,7012024

Highlighted filing

2020

Assets$18,945,688
Liabilities$0
Net Assets$18,945,688
Open 2020 Filing

Operations Trend

Revenue Growth43rd percentile

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

$20M$10M$0-$10M-$20MExpenses 2011: $3,225,5042011Revenue 2012: $14,801,526Expenses 2012: $1,794,140Net Income 2012: $13,007,3862012Revenue 2013: $6,683,605Expenses 2013: $2,489,280Net Income 2013: $4,194,3252013Revenue 2014: $889,115Expenses 2014: $1,772,764Net Income 2014: -$883,6492014Revenue 2015: $5,370,757Expenses 2015: $2,962,597Net Income 2015: $2,408,1602015Revenue 2016: $7,280,221Expenses 2016: $2,621,065Net Income 2016: $4,659,1562016Revenue 2017: $430,936Expenses 2017: $4,479,791Net Income 2017: -$4,048,8552017Revenue 2019: $534,882Expenses 2019: $4,246,709Net Income 2019: -$3,711,8272019Revenue 2020: $523,884Expenses 2020: $3,782,067Net Income 2020: -$3,258,1832020Revenue 2021: $1,417,870Expenses 2021: $3,019,171Net Income 2021: -$1,601,3012021Revenue 2022: $413,859Expenses 2022: $17,771,812Net Income 2022: -$17,357,9532022Revenue 2023: $12,305,364Expenses 2023: $1,156,818Net Income 2023: $11,148,5462023Revenue 2024: $1,637,116Expenses 2024: $1,650,490Net Income 2024: -$13,3742024

Highlighted filing

2020

Revenue$523,884
Expenses$3,782,067
Net Income-$3,258,183
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE K HERSCHPresidentFT$225,000$30,575$255,575
KENNETH A HERSHChairman-$0--
VALERIE DILLARDSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Hersh Foundation
EIN
75-2720646
Phone
9724323842
Address
4143 MAPLE AVENUE NO 350, DALLAS, TX 75219

Signing Officer

Name
Valerie Dillard
Title
Director of Finance & Accounting
Phone
9724323844
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
210 PARK AVE SUITE 2650, OKLAHOMA CITY, OK 73102
Preparer
Whitney B Hebron
Phone
4052396411
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B: STATEMENTS REGARDING ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART VII-B: STATEMENTS REGARDING ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART VII-B, QUESTION 1A(3):THE FOUNDATION ACCEPTS GOODS, SERVICES, AND FACILITIES FROM A DISQUALIFIED PERSON AT NO CHARGE. THESE TRANSACTIONS ARE NOT ACTS OF SELF-DEALING UNDER THE SPECIFIC EXCEPTION IN TREAS. REG. SECTION 4941(D)-2(D)(3).
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1PART VII-B, QUESTION 1A(4)THE FOUNDATION PROVIDES COMPENSATION TO A DISQUALIFED PERSON. JULIE K. HERSH SERVES A PRESIDENT AND PROVIDES PERSNAL SERVICES TO THE FOUNDATION THAT ARE NECESSARY TO CARRY OUT THE FOUNDATION'S EXEMPT PURPOSE. THE FOUNDATION UTILIZED COMPENSATION STUDIES FOR FOUNDATIONS OF SIMILAR SIZE AND FOR COMPARABLE POSITIONS IN GEOGRAPHIC MARKETS TO DETERMINE THE REASONABLENESS OF THE COMPENSATION. THE PAYMENT OF COMPENSATION TO MS. HERSH IS NOT AN ACT OF SELF-DEALING UNDER THE SPECIFIC EXCEPTION IN TREAS. REG. SECTION 4941(D)-3(C).
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6683916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81190410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111705766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1275345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt133416314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt143691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0302380
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt061370
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0181080
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0611710
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0BOOK SALES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1FLOW-THROUGH P'SHIP INC.
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0284
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-21230
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0544830
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-20946
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0523884
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt061370
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0364349
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0364349
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02854416
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02854416
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0302380
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0302380
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3258183
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06540190
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0181080
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0181080
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02557
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02557
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt061370
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0135641
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt076638
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt076638
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt013135
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08169
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt021304
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-53313
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-20946
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0338299
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0338299
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt099142
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt099142
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0851
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07351
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03413691
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0355876
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03782067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0491517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0523884
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0559275
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0355876
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0927651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06478820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt061370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt061370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06540190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt061370
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3258183
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02577157
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02222438
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021522845
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022558590
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018945688
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01362925
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01362925
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01362925
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01364810
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01885
IRS990PF/DistributableAmountGrp/TotalTaxAmt01885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt022658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt064543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt062658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt064543
IRS990PF/FMVAssetsEOYAmt028569329
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt062329
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt050918
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt062329
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt062329
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03566142
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02583335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02463045
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06786135
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06075496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012240189
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt062
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt062
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt062
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt011446779
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt07811315
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011390553
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt022558590
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt018945688
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0708553
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02413150
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02413150
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022558590
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt018945688
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt028569329
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022558590
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt018945688
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022558590
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt018945688
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027711873
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02320771
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017183509
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0415678
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt08207593
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01364810
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027296195
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027711873
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2225000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt230575

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,945,688
Liabilities
$0
Net assets
$18,945,688
Revenue
$523,884
Expenses
$3,782,067
Net income
-$3,258,183
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.64$1.65$0.01
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$12.3$1.16$11.1
2022Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.41$17.8$17.4
2021Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.42$3.02$1.60
2020Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$0.52$3.78$3.26
2019Summary only. Only limited summary data is available for this year.$22.6$0.00$0.53$4.25$3.71
2017Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$0.43$4.48$4.05
2016Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$7.28$2.62$4.66
2015Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$5.37$2.96$2.41
2014Summary only. Only limited summary data is available for this year.$26.4$1.85$0.89$1.77$0.88
2013Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$6.68$2.49$4.19
2012Summary only. Only limited summary data is available for this year.$23.3$0.00$14.8$1.79$13.0
2011Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$3.23