Civic Intelligence

Thousand Oaks Rotary Foundation

990 • Fiscal year 2021 • EIN 77-0297455

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

Organization ProfileN/A
PO Box 1225Thousand Oaks, CA 91360

(805) 497-9796

Siviq Scores

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

Liabilities / Assets

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.20x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

75th percentile

32%

Higher net margin than 75% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$2,145

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

41st percentile

4.8%

Faster asset growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$842,798

Up $38,461 (+4.8%) from 2020

Net Assets

Up

$825,148

Up $28,510 (+3.6%) from 2020

Liabilities

Up

$17,650

Up $9,951 (+129%) from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin75th percentile

Revenue

Down

$89,111

Down $85,254 (-49%) from 2020

Expenses

Down

$60,601

Down $123,772 (-67%) from 2020

Net Income

Up

$28,510

Up $38,518 (+385%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.0M$500K$0Assets 2011: $390,023Liabilities 2011: $1,0002011Assets 2012: $478,953Liabilities 2012: $39,0672012Assets 2013: $516,258Liabilities 2013: $36,497Net Assets 2013: $479,7612013Assets 2014: $578,565Liabilities 2014: $47,011Net Assets 2014: $531,5542014Assets 2015: $632,679Liabilities 2015: $40,258Net Assets 2015: $592,4212015Assets 2016: $670,609Liabilities 2016: $49,223Net Assets 2016: $621,3862016Assets 2017: $683,551Liabilities 2017: $13,276Net Assets 2017: $670,2752017Assets 2018: $738,469Liabilities 2018: $14,394Net Assets 2018: $724,0752018Assets 2019: $825,421Liabilities 2019: $18,775Net Assets 2019: $806,6462019Assets 2020: $804,337Liabilities 2020: $7,699Net Assets 2020: $796,6382020Assets 2021: $842,798Liabilities 2021: $17,650Net Assets 2021: $825,1482021Assets 2022: $894,866Liabilities 2022: $13,967Net Assets 2022: $880,8992022Assets 2023: $905,766Liabilities 2023: $39,194Net Assets 2023: $866,5722023Assets 2024: $960,387Liabilities 2024: $26,024Net Assets 2024: $934,3632024

Highlighted filing

2021

Assets$842,798
Liabilities$17,650
Net Assets$825,148
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$100K$0-$100KRevenue 2011: $132,531Expenses 2011: $119,705Net Income 2011: $12,8262011Revenue 2012: $125,197Expenses 2012: $74,334Net Income 2012: $50,8632012Revenue 2013: $139,524Expenses 2013: $99,649Net Income 2013: $39,8752013Revenue 2014: $132,028Expenses 2014: $80,235Net Income 2014: $51,7932014Revenue 2015: $157,668Expenses 2015: $96,801Net Income 2015: $60,8672015Revenue 2016: $123,413Expenses 2016: $94,448Net Income 2016: $28,9652016Revenue 2017: $177,823Expenses 2017: $128,934Net Income 2017: $48,8892017Revenue 2018: $147,271Expenses 2018: $93,471Net Income 2018: $53,8002018Revenue 2019: $189,986Expenses 2019: $107,415Net Income 2019: $82,5712019Revenue 2020: $174,365Expenses 2020: $184,373Net Income 2020: -$10,0082020Revenue 2021: $89,111Expenses 2021: $60,601Net Income 2021: $28,5102021Revenue 2022: $147,812Expenses 2022: $92,061Net Income 2022: $55,7512022Revenue 2023: $83,142Expenses 2023: $97,469Net Income 2023: -$14,3272023Revenue 2024: $117,186Expenses 2024: $49,395Net Income 2024: $67,7912024

Highlighted filing

2021

Revenue$89,111
Expenses$60,601
Net Income$28,510
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.0
Gross Receipts
$90,883
Mission and Program Overview

Mission

To provide scholarship awards to individuals and grants to other non profit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$763,965$791,643▲ $27,678
Cash and Non-Interest-Bearing Accounts$39,771$47,054▲ $7,283
Accounts Receivable$601$4,101▲ $3,500
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$804,337$842,798▲ $38,461
Other Assets Total-$0-
Liabilities
Deferred Revenue$6,649$16,600▲ $9,951
Accounts Payable and Accrued Expenses$1,050$1,050→ $0
Total Liabilities$7,699$17,650▲ $9,951
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$796,638$825,148▲ $28,510
Total Net Assets Fund Balance$796,638$825,148▲ $28,510
Total Liabilities and Net Assets / Fund Balance$804,337$842,798▲ $38,461

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$763,965-▲ $32,412-$791,643
2019$736,186-▲ $32,044-$763,965
2018$680,003$22,087▲ $38,137-$736,186
2017$636,736$21,151▲ $25,911-$680,003
2016$588,986$26,757▲ $24,864-$636,736
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
David WenderTreasurer$2,145$2,145

Board Members and Trustees

NameTitle
Kt ConnorFdtn Comm Chair
Martin AndersonPresident
David StowellBoard Member
Judy St JohnBoard Member
Karen FurnariBoard Member
Mike MurphyBoard Member
Nate HarimotoBoard Member
Neal ScribnerBoard Member
Richard WilliamsBoard Member
Roger BensonBoard Member
Susan MurataBoard Member
Tim WeaverBoard Member
Vicky ArndtSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$58,471
Program Service Revenue
$0
Investment Income
$32,412
Other Revenue
$-1,772
All Other Contributions
$33,822
Change in Net Assets
$28,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,652
Other Expenses$4,804
Salaries, Compensation, and Employee Benefits$2,145
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,152--$49,152
Fees for Service Investment Mgmnt Fees-$4,734-$4,734
Grants to Domestic Individuals$4,500--$4,500
Comp Disqual Persons-$2,145-$2,145
Other Expenses-$20-$20
Total Functional Expenses$53,652$6,949$0$60,601
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary International FoundChicago, IL-Sarada Equip Planetarium Hear Aides$28,350
Ventura Cnty Special OlympicsVentura, CA-Special Olympics$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,772
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Festival Fundraiser$24,649-$1,772-
Total Events$24,649-$1,772$-1,772
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the form 990 is available to the board of directors for review. The form 990 is reviewed in detail by members of the board who have experience and knowledge about tax and financial maters.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Organization board of directors monitors the activity of the transactions to determine and prevent conflicts of interests.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Thousand oaks rotary foundation provides public disclosure of its tax returns, financial statements, and governing documents upon request from the public.”

Filing and Contact Details

Filer

Filer Name
Thousand Oaks Rotary Foundation
EIN
77-0297455
Phone
8054979796
Address
PO BOX 1225, THOUSAND OAKS, CA 91360

Signing Officer

Name
David Wender
Title
Treasurer
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
130

Preparer

Firm
Wender and McLaine CPAs
Address
100 E Thousand Oaks Blvd Suite 196, Thousand Oaks, CA 91360
Preparer
David L Wender CPA
Phone
8054979796
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - QUESTION 12a PART VI SECTION BTHERE HAVE BEEN NO ISSUES RAISED IN THE PAST HISTORY OF THE ORGANIZATION THROUGH JUNE 30, 2021 AND CURRENTLY THERE ARE NO CONFLICT OF INTEREST ISSUES. QUESTION 15b PART VI SECTION BTHE ORGANIZATION PAYS ONE OF ITS DIRECTOR'S A NOMINAL FEE TO PREPARE THE TAX RETURNS AND THEREFORE NO REVIEW AND APPROVAL BY AN INDEPENDENT PERSON IS PERFORMED. THE BOARD MAKES THIS DECISION.RRF-1 QUESTION 7 THE ORGANIZATION DID NOT HOLD A RAFFLE DURING THE FISCAL YEAR.”

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4:”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The organization's goal is to build the endowment fund for future charitable donations. The future donations will be made for student scholarships and to other board determined qualifying 501(c)(3) non-profit organizations. Currently, the board's spending policy is equal to 3% of the average 12 quarters of the fair market value of the endowment fund determined at the end of its fiscal year.”

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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt00
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IRS990/InterestGrp/TotalAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0791643
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
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IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SCHOLARSHIP AWARDS TO INDIVIDUALS AND GRANTS TO OTHER NON PROFIT ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0796638
IRS990/NetAssetsOrFundBalancesEOYAmt0825148
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1772
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1772
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0796638
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0825148
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ATTORNEY GENERAL FEE RRF-1
IRS990/OtherExpensesGrp/Desc1BUSINESS REGISTRATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120
IRS990/OtherExpensesGrp/TotalAmt050
IRS990/OtherExpensesGrp/TotalAmt120
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0DAVID WENDER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0VENTURA COUNTY SPECIAL OLYMPICS - TO PROVIDE FUNDS FOR SPECIAL OLYMPICS ACTIVITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt020000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt020000
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIPS AWARDS TO LOCAL AREA RESIDENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt089241
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0177973
IRS990/PYInvestmentIncomeAmt032044
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04325
IRS990/PYOtherRevenueAmt053080
IRS990/PYRevenuesLessExpensesAmt0-10008
IRS990/PYSalariesCompEmpBnftPaidAmt02075
IRS990/PYTotalExpensesAmt0184373
IRS990/PYTotalRevenueAmt0174365
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt028510
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt089241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt089520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt061531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt084435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0358549
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032412
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt032044
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt038137
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027727
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt024864
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0155184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt024649
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt086511
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt094352
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt088756
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0110816
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0405084
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032412
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt032044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt038137
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027727
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt024864
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0155184
IRS990ScheduleA/InvestmentIncomeCYPct00.16890
IRS990ScheduleA/InvestmentIncomePYPct00.15220
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.83110
IRS990ScheduleA/PublicSupportPY509Pct00.84780
IRS990ScheduleA/PublicSupportTotal509Amt0763633
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0175752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0183872
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0150287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0195251
IRS990ScheduleA/Total509Grp/TotalAmt0763633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt090883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0207796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0222009
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0178014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0220115
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0918817
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04734
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0763965
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0791643
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt032412
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04265
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0736186
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0763965
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt032044
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04041
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0680003
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt022087
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0736186
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038137
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03795
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0636736

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$842,798
Liabilities
$17,650
Net assets
$825,148
Revenue
$89,111
Expenses
$60,601
Net income
$28,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.60$0.26$9.34$1.17$0.49$0.68
2023Detailed filing. Detailed filing data is available for this year.$9.06$0.39$8.67$0.83$0.97$0.14
2022Detailed filing. Detailed filing data is available for this year.$8.95$0.14$8.81$1.48$0.92$0.56
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.18$8.25$0.89$0.61$0.29
2020Detailed filing. Detailed filing data is available for this year.$8.04$0.08$7.97$1.74$1.84$0.10
2019Detailed filing. Detailed filing data is available for this year.$8.25$0.19$8.07$1.90$1.07$0.83
2018Detailed filing. Detailed filing data is available for this year.$7.38$0.14$7.24$1.47$0.93$0.54
2017Detailed filing. Detailed filing data is available for this year.$6.84$0.13$6.70$1.78$1.29$0.49
2016Detailed filing. Detailed filing data is available for this year.$6.71$0.49$6.21$1.23$0.94$0.29
2015Detailed filing. Detailed filing data is available for this year.$6.33$0.40$5.92$1.58$0.97$0.61
2014Summary only. Only limited summary data is available for this year.$5.79$0.47$5.32$1.32$0.80$0.52
2013Summary only. Only limited summary data is available for this year.$5.16$0.36$4.80$1.40$1.00$0.40
2012Summary only. Only limited summary data is available for this year.$4.79$0.39$1.25$0.74$0.51
2011Summary only. Only limited summary data is available for this year.$3.90$0.01$1.33$1.20$0.13