Civic Intelligence

Westerman Foundation

990PF • Fiscal year 2021 • EIN 75-2897679

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
3225 S Macdill Ave 129Tampa, FL 33629

(813) 257-9477

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

87th percentile

59%

Higher net margin than 87% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$70,040

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

39th percentile

5.5%

Faster asset growth than 39% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

70%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$32,328,144

Up $1,686,076 (+5.5%) from 2020

Net Assets

Up

$32,328,144

Up $1,686,146 (+5.5%) from 2020

Liabilities

Down

$0

Down $70 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin87th percentile

Revenue

Up

$4,955,064

Up $2,038,911 (+70%) from 2020

Expenses

Up

$2,022,685

Up $197,548 (+11%) from 2020

Net Income

Up

$2,932,379

Up $1,841,363 (+169%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$40M$30M$20M$10M$0Assets 2011: $11,338,117Liabilities 2011: $02011Assets 2012: $11,437,382Liabilities 2012: $02012Assets 2013: $21,635,138Liabilities 2013: $02013Assets 2014: $33,025,301Liabilities 2014: $02014Assets 2015: $32,303,286Liabilities 2015: $02015Assets 2019: $26,669,719Liabilities 2019: $0Net Assets 2019: $26,669,7192019Assets 2020: $30,642,068Liabilities 2020: $70Net Assets 2020: $30,641,9982020Assets 2021: $32,328,144Liabilities 2021: $0Net Assets 2021: $32,328,1442021Assets 2022: $32,208,228Liabilities 2022: $0Net Assets 2022: $32,208,2282022Assets 2023: $34,116,770Liabilities 2023: $0Net Assets 2023: $34,116,7702023Assets 2024: $35,701,629Liabilities 2024: $0Net Assets 2024: $35,701,6292024

Highlighted filing

2021

Assets$32,328,144
Liabilities$0
Net Assets$32,328,144
Open 2021 Filing

Operations Trend

Revenue Growth80th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $776,198Expenses 2011: $668,162Net Income 2011: $108,0362011Revenue 2012: $927,087Expenses 2012: $769,223Net Income 2012: $157,8642012Revenue 2013: $11,510,352Expenses 2013: $836,232Net Income 2013: $10,674,1202013Revenue 2014: $14,629,457Expenses 2014: $1,428,356Net Income 2014: $13,201,1012014Revenue 2015: $979,305Expenses 2015: $1,714,303Net Income 2015: -$734,9982015Revenue 2019: $1,185,886Expenses 2019: $2,138,250Net Income 2019: -$952,3642019Revenue 2020: $2,916,153Expenses 2020: $1,825,137Net Income 2020: $1,091,0162020Revenue 2021: $4,955,064Expenses 2021: $2,022,685Net Income 2021: $2,932,3792021Revenue 2022: -$247,175Expenses 2022: $1,632,629Net Income 2022: -$1,879,8042022Revenue 2023: $561,991Expenses 2023: $1,952,769Net Income 2023: -$1,390,7782023Revenue 2024: $2,348,199Expenses 2024: $2,143,548Net Income 2024: $204,6512024

Highlighted filing

2021

Revenue$4,955,064
Expenses$2,022,685
Net Income$2,932,379
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERIE H GODDARDExecutive DirectorPT$70,040-$70,040
LINDSEY THOMPSONPresidentPT$14,500-$14,500
JAMES LEWIS IIIDirector-$6,000-$6,000
JOHN SETTICHVice President-$3,000-$3,000
DAN CAREYTreasurer-$3,000-$3,000
SANDRA ZITA PRATTSecretary-$3,000-$3,000
JULIE WESTERMANDirector-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Westerman Foundation
EIN
75-2897679
Phone
8132579477
Address
3225 S MACDILL AVE 129, TAMPA, FL 33629

Signing Officer

Name
Lindsey Thompson
Title
President
Phone
8132579477
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
420 SOUTH ORANGE AVENUE SUITE 500, ORLANDO, FL 32801
Preparer
Amy Chapman
Phone
4078021200
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SPF SECURITIZED PRODUCTS FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15STERLING INVESTMENT PARTNERS IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16STRATEGIC VALUE RESTRUCTURING FUND OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17TIG ARBITRAGE ENHANCED LTD SER 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0233591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1236364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2151743
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt319043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4103119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51942177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt614511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7241024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt827370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9513599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10347069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11230947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12201862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13511959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14472875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1518838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16473085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17476270
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0644463
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04181651
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0113292
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt015658
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04955064
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04955064
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03209
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03209
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06418
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04181651
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt051270
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt051270
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0102540
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01689000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01689000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0644463
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0644463
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02932379
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt023808483
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0113292
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0113292
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04181651
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04685806
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03948
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0148840
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0152788
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt015658
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt015658
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt056374
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt056374
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03565
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01753427
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0269258
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02022685
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04955064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04955064
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt064427
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0269258
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0333685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019626832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04149325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt130336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04149325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt130336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt023776157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt130336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PARTNERSHIP GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04181651
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02932379
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01246233
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt033574377
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt030641998
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032328144
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01780135
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01780135
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01780135
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01845268
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt065133
IRS990PF/DistributableAmountGrp/TotalTaxAmt065133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0907
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt065133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt065133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt065133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt066040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt036071956
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt070
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt030641998
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt032328144
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt011176
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt033521
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt033521
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03630278
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03601476
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05222962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt022074283
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt025472342
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt023262544
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05840891
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06215446
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0682327
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0749171
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0749171
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt030642068
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt032328144
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt036071956
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt070
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt030642068
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt032328144
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt030641998
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt032328144
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01463059
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,328,144
Liabilities
$0
Net assets
$32,328,144
Revenue
$4,955,064
Expenses
$2,022,685
Net income
$2,932,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$2.35$2.14$0.20
2023Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$0.56$1.95$1.39
2022Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$0.25$1.63$1.88
2021Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$4.96$2.02$2.93
2020Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$2.92$1.83$1.09
2019Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$1.19$2.14$0.95
2015Summary only. Only limited summary data is available for this year.$32.3$0.00$0.98$1.71$0.73
2014Summary only. Only limited summary data is available for this year.$33.0$0.00$14.6$1.43$13.2
2013Summary only. Only limited summary data is available for this year.$21.6$0.00$11.5$0.84$10.7
2012Summary only. Only limited summary data is available for this year.$11.4$0.00$0.93$0.77$0.16
2011Summary only. Only limited summary data is available for this year.$11.3$0.00$0.78$0.67$0.11
Peer Organizations

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