Civic Intelligence

The Dynamic Foundation

990PF • Fiscal year 2021 • EIN 77-0524369

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile
2185 Fortune DriveSan Jose, CA 95131-1805

(408) 432-8500

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.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

84th percentile

53%

Higher net margin than 84% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$72,615

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

45th percentile

6.8%

Faster asset growth than 45% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

37%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$14,131,995

Up $894,764 (+6.8%) from 2020

Net Assets

Up

$14,131,995

Up $894,764 (+6.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin84th percentile

Revenue

Up

$1,696,098

Up $457,100 (+37%) from 2020

Expenses

Up

$801,334

Up $85,047 (+12%) from 2020

Net Income

Up

$894,764

Up $372,053 (+71%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$15M$10M$5.0M$0Assets 2011: $9,962,624Liabilities 2011: $02011Assets 2012: $8,852,268Liabilities 2012: $1412012Assets 2013: $10,854,294Liabilities 2013: $7,627Net Assets 2013: $10,846,6672013Assets 2014: $10,958,889Liabilities 2014: $0Net Assets 2014: $10,958,8892014Assets 2015: $10,900,963Liabilities 2015: $0Net Assets 2015: $10,900,9632015Assets 2016: $11,616,409Liabilities 2016: $0Net Assets 2016: $11,616,4092016Assets 2017: $11,356,379Liabilities 2017: $0Net Assets 2017: $11,356,3792017Assets 2018: $11,867,218Liabilities 2018: $0Net Assets 2018: $11,867,2182018Assets 2019: $12,714,520Liabilities 2019: $0Net Assets 2019: $12,714,5202019Assets 2020: $13,237,231Liabilities 2020: $0Net Assets 2020: $13,237,2312020Assets 2021: $14,131,995Liabilities 2021: $0Net Assets 2021: $14,131,9952021Assets 2022: $14,006,093Liabilities 2022: $0Net Assets 2022: $14,006,0932022Assets 2023: $13,561,701Liabilities 2023: $637Net Assets 2023: $13,561,0642023Assets 2024: $13,880,827Liabilities 2024: $480,270Net Assets 2024: $13,400,5572024

Highlighted filing

2021

Assets$14,131,995
Liabilities$0
Net Assets$14,131,995
Open 2021 Filing

Operations Trend

Revenue Growth69th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,697,636Expenses 2011: $1,801,490Net Income 2011: -$103,8542011Revenue 2012: $380,244Expenses 2012: $1,488,872Net Income 2012: -$1,108,6282012Revenue 2013: $3,424,703Expenses 2013: $1,428,384Net Income 2013: $1,996,3192013Revenue 2014: $1,407,141Expenses 2014: $1,294,919Net Income 2014: $112,2222014Revenue 2015: $825,376Expenses 2015: $883,302Net Income 2015: -$57,9262015Revenue 2016: $1,477,718Expenses 2016: $762,272Net Income 2016: $715,4462016Revenue 2017: $385,982Expenses 2017: $646,012Net Income 2017: -$260,0302017Revenue 2018: $993,199Expenses 2018: $482,360Net Income 2018: $510,8392018Revenue 2019: $1,566,484Expenses 2019: $719,182Net Income 2019: $847,3022019Revenue 2020: $1,238,998Expenses 2020: $716,287Net Income 2020: $522,7112020Revenue 2021: $1,696,098Expenses 2021: $801,334Net Income 2021: $894,7642021Revenue 2022: $658,857Expenses 2022: $784,759Net Income 2022: -$125,9022022Revenue 2023: $475,237Expenses 2023: $920,266Net Income 2023: -$445,0292023Revenue 2024: $738,180Expenses 2024: $898,687Net Income 2024: -$160,5072024

Highlighted filing

2021

Revenue$1,696,098
Expenses$801,334
Net Income$894,764
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA YUCFOPT$72,615-$72,615
STEPHANIE LEESecretaryPT$52,661-$52,661
GRACE PANVice PresidentPT$48,846-$48,846
THERESA PANCEOPT$0--
Filing and Contact Details

Filer

Filer Name
The Dynamic Foundation
EIN
77-0524369
Phone
4084328500
Address
2185 FORTUNE DRIVE, SAN JOSE, CA 95131-1805

Signing Officer

Name
Theresa Pan
Title
CEO
Phone
4084328500
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Abbott Stringham & Lynch
Address
1901 S BASCOM AVE STE 105, CAMPBELL, CA 95008
Preparer
William T Melton Jr
Phone
4083778700
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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/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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0385274
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01228224
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt082291
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd024
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01695793
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01695793
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06822
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06821
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013643
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0451364
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01893961
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0174123
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0174123
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0305
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt016205
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt016205
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0385274
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0385274
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0385274
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0894764
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03493665
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01228224
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02332557
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0257650
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0257650
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0172061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0172061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt082291
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt082291
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt082291
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018662
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018662
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt016723
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt016723
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0107217
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03490
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0128171
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0467569
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt016205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0738692
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt028973
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0801334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02361530
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01696098
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt016205
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0738692
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt028973
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0801334
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04096
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32004-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62004-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0179030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt155915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2389629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4672834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5302290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-5464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3690324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt49957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5107891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61083857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt74326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-5464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3690324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt49957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5107891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61083857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt74326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0173566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt159195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2389419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3690326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4682791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5410181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61083861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BLACKROCK TOTAL RET CL K
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PIMCO MULTI STRATEGY ALTERNATIVE INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BLACKROCK TOTAL RET CL K
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LUMENTUM HLDGS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PIMCO MULTI STRATEGY ALTERNATIVE INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VANGUARD IDX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VIAVI SOLUTIONS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAINS DIVIDENDS

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Filings

Displayed year

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

Open filing
Assets
$14,131,995
Liabilities
$0
Net assets
$14,131,995
Revenue
$1,696,098
Expenses
$801,334
Net income
$894,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$0.48$13.4$0.74$0.90$0.16
2023Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.48$0.92$0.45
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.66$0.78$0.13
2021Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$1.70$0.80$0.89
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.24$0.72$0.52
2019Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.57$0.72$0.85
2018Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.99$0.48$0.51
2017Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.39$0.65$0.26
2016Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.48$0.76$0.72
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.83$0.88$0.06
2014Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$1.41$1.29$0.11
2013Detailed filing. Detailed filing data is available for this year.$10.9$0.01$10.8$3.42$1.43$2.00
2012Summary only. Only limited summary data is available for this year.$8.85$0.00$0.38$1.49$1.11
2011Summary only. Only limited summary data is available for this year.$9.96$0.00$1.70$1.80$0.10