Civic Intelligence

Hatton W Sumners Foundation for the Study & Teaching of Self-Government Inc

990PF • Fiscal year 2016 • EIN 75-2734032

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 05, 2017

Organization Profile
325 N St Paul StreetDallas, TX 75201

(214) 220-2128

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2016 filings • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

9th percentile

0.01x

Higher debt load relative to revenue than 9% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Net Margin

6th percentile

-56%

Higher net margin than 6% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

33rd percentile

$195,175

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2016 filings • $50M-$100M nonprofits • Source year 2016

Asset Growth

35th percentile

-0.1%

Faster asset growth than 35% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-61%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$59,353,571

Down $68,077 (-0.1%) from 2015

Net Assets

$59,338,531

No earlier filing loaded for comparison.

Liabilities

Down

$15,040

Down $199,405 (-93%) from 2015

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin6th percentile

Revenue

Down

$2,490,466

Down $3,960,693 (-61%) from 2015

Expenses

Down

$3,888,018

Down $418,183 (-9.7%) from 2015

Net Income

Down

-$1,397,552

Down $3,542,510 (-165%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$80M$60M$40M$20M$0Assets 2011: $47,384,631Liabilities 2011: $129,0982011Assets 2012: $48,305,809Liabilities 2012: $129,0982012Assets 2013: $58,688,839Liabilities 2013: $78,102Net Assets 2013: $58,610,7372013Assets 2014: $64,484,795Liabilities 2014: $31,948Net Assets 2014: $64,452,8472014Assets 2015: $59,421,648Liabilities 2015: $214,4452015Assets 2016: $59,353,571Liabilities 2016: $15,040Net Assets 2016: $59,338,5312016Assets 2017: $66,068,760Liabilities 2017: $220,149Net Assets 2017: $65,848,6112017Assets 2018: $61,319,823Liabilities 2018: $14,931Net Assets 2018: $61,304,8922018Assets 2019: $66,485,850Liabilities 2019: $12,440Net Assets 2019: $66,473,4102019Assets 2020: $68,664,613Liabilities 2020: $228,576Net Assets 2020: $68,436,0372020Assets 2021: $72,072,117Liabilities 2021: $146,000Net Assets 2021: $71,926,1172021Assets 2022: $69,238,256Liabilities 2022: $513,119Net Assets 2022: $68,725,1372022Assets 2023: $72,152,068Liabilities 2023: $336,982Net Assets 2023: $71,815,0862023Assets 2024: $74,050,556Liabilities 2024: $246,283Net Assets 2024: $73,804,2732024

Highlighted filing

2016

Assets$59,353,571
Liabilities$15,040
Net Assets$59,338,531
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,749,852Expenses 2011: $4,078,369Net Income 2011: -$328,5172011Revenue 2012: $5,479,958Expenses 2012: $4,558,780Net Income 2012: $921,1782012Revenue 2013: $15,248,919Expenses 2013: $4,814,893Net Income 2013: $10,434,0262013Revenue 2014: $4,496,561Expenses 2014: $3,973,160Net Income 2014: $523,4012014Revenue 2015: $6,451,159Expenses 2015: $4,306,201Net Income 2015: $2,144,9582015Revenue 2016: $2,490,466Expenses 2016: $3,888,018Net Income 2016: -$1,397,5522016Revenue 2017: $5,457,317Expenses 2017: $4,422,790Net Income 2017: $1,034,5272017Revenue 2018: $3,792,351Expenses 2018: $4,156,714Net Income 2018: -$364,3632018Revenue 2019: $2,431,561Expenses 2019: $4,106,672Net Income 2019: -$1,675,1112019Revenue 2020: $1,796,226Expenses 2020: $4,116,582Net Income 2020: -$2,320,3562020Revenue 2021: $5,041,325Expenses 2021: $3,856,748Net Income 2021: $1,184,5772021Revenue 2022: $4,914,650Expenses 2022: $4,925,513Net Income 2022: -$10,8632022Revenue 2023: $2,514,541Expenses 2023: $3,420,435Net Income 2023: -$905,8942023Revenue 2024: $3,122,327Expenses 2024: $4,556,098Net Income 2024: -$1,433,7712024

Highlighted filing

2016

Revenue$2,490,466
Expenses$3,888,018
Net Income-$1,397,552
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUGH C AKINExecutive DirectorFT$170,500$24,675$195,175
MIKE MCELROYControllerFT$83,750$12,563$96,313
DAVID G DRUMMChairman-$29,909-$29,909
CHARLES L MOOREVice Chairman-$25,122-$25,122
W DALE CRANEDirector-$25,000-$25,000
LON R WILLIAMSSecretary-$24,911-$24,911
SCOTT M HIGGINBOTHAMDirector-$24,752-$24,752
WILLIAM W MEADOWSDirector-$21,374-$21,374
BETH VAN DUYNEDirector-$19,663-$19,663
JERRY D REISTreasurer-$19,545-$19,545
BRANT C MARTINDirector-$18,648-$18,648
Filing and Contact Details

Filer

Filer Name
Hatton W Sumners Foundation for the
EIN
75-2734032
Phone
2142202128
Address
325 N ST PAUL STREET, DALLAS, TX 75201

Signing Officer

Name
David G Drumm
Title
Chairman
Signed
2017-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Sutton Frost Cary LLP
Address
600 Six Flags Dr Suite 600, Arlington, TX 76011
Preparer
Kimberly D Crawford
Phone
8176498083
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt010352
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt019316
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt067102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03069522
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0670056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03888018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02214257
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02490466
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0517654
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0670056
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01486150
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0120907
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0336
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0121243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0486222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1386775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24132761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3458536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42813473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5283017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6612840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7468995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81977113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-61222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-6775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-447352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-8536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4701527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt536983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt679760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-55204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt846999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-61222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-447352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-8536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4701527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt536983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt679760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-55204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt846999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0425000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1380000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23685409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43515000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5320000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6692600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7413791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82024112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BROADVIEW OPPORTUNITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LAZARD INTL EQUTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LEGG MASON CLEARRIDGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NUANCE CONCENTRATED VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VANGUARD INSTITUTIONAL INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WILLIAMS BLAIR EMERGING MARKETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6HERITAGE BUILDING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GRAHAM ASSET SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LINX FUND i
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0286180
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-8536
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1397552
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01528880
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt059338531
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt059207203
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt059338531
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03130834
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03130834
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03130834
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03146276
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015442
IRS990PF/DistributableAmountGrp/TotalTaxAmt015442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt090772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0106214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt090772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0106214
IRS990PF/FMVAssetsEOYAmt059353571
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0153578
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt015040
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0156429
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0128158
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0156429
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0156429
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0277256
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0436510
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0436510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt028583109
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt025532642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt025532642
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0279402
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt083552
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0122016
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0279402
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0279402
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0279402
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt047402
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt038464
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt038464
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt06256210
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt04389853
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt04389853
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt023304809
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt026627846
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt026627846
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt060867
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt048644
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt072056
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt072056
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0496658
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01820369
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01820369
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt059421648
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt059353571
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt059353571
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0214445
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt015040
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt059421648
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt059353571
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt059207203
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt059338531
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt059207203
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt059338531
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt063883766
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02367317
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026928308
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0958256
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt034588141
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03146276
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt062925510
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt063883766
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt070100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt010515
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0WENDY WERNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXEC. ASSISTANT

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,353,571
Liabilities
$15,040
Net assets
$59,338,531
Revenue
$2,490,466
Expenses
$3,888,018
Net income
-$1,397,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$74.1$0.25$73.8$3.12$4.56$1.43
2023Detailed filing. Detailed filing data is available for this year.$72.2$0.34$71.8$2.51$3.42$0.91
2022Detailed filing. Detailed filing data is available for this year.$69.2$0.51$68.7$4.91$4.93$0.01
2021Detailed filing. Detailed filing data is available for this year.$72.1$0.15$71.9$5.04$3.86$1.18
2020Detailed filing. Detailed filing data is available for this year.$68.7$0.23$68.4$1.80$4.12$2.32
2019Detailed filing. Detailed filing data is available for this year.$66.5$0.01$66.5$2.43$4.11$1.68
2018Detailed filing. Detailed filing data is available for this year.$61.3$0.01$61.3$3.79$4.16$0.36
2017Detailed filing. Detailed filing data is available for this year.$66.1$0.22$65.8$5.46$4.42$1.03
2016Detailed filing. Detailed filing data is available for this year.$59.4$0.02$59.3$2.49$3.89$1.40
2015Summary only. Only limited summary data is available for this year.$59.4$0.21$6.45$4.31$2.14
2014Detailed filing. Detailed filing data is available for this year.$64.5$0.03$64.5$4.50$3.97$0.52
2013Detailed filing. Detailed filing data is available for this year.$58.7$0.08$58.6$15.2$4.81$10.4
2012Summary only. Only limited summary data is available for this year.$48.3$0.13$5.48$4.56$0.92
2011Summary only. Only limited summary data is available for this year.$47.4$0.13$3.75$4.08$0.33