Civic Intelligence

Michael and Ina Korek Foundation Trust

990PF • Fiscal year 2014 • EIN 77-6140213

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 13, 2015

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

85th percentile

43%

Higher net margin than 85% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$91,456

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

53rd percentile

2.9%

Faster asset growth than 53% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,130,957

Up $257,961 (+2.9%) from 2013

Net Assets

Up

$9,122,752

Up $257,303 (+2.9%) from 2013

Liabilities

Up

$8,205

Up $658 (+8.7%) from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin85th percentile

Revenue

Down

$595,487

Down $6,988,210 (-92%) from 2013

Expenses

Up

$338,909

Up $149,040 (+78%) from 2013

Net Income

Down

$256,578

Down $7,137,250 (-97%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$10M$5.0M$0Assets 2011: $1,161,242Liabilities 2011: $02011Assets 2012: $1,471,621Liabilities 2012: $0Net Assets 2012: $1,471,6212012Assets 2013: $8,872,996Liabilities 2013: $7,547Net Assets 2013: $8,865,4492013Assets 2014: $9,130,957Liabilities 2014: $8,205Net Assets 2014: $9,122,7522014Assets 2015: $8,840,854Liabilities 2015: $23,140Net Assets 2015: $8,817,7142015Assets 2016: $8,584,173Liabilities 2016: $0Net Assets 2016: $8,584,1732016Assets 2017: $8,720,509Liabilities 2017: $7,069Net Assets 2017: $8,713,4402017Assets 2018: $8,709,974Liabilities 2018: $51,663Net Assets 2018: $8,658,3112018Assets 2019: $8,569,349Liabilities 2019: $0Net Assets 2019: $8,569,3492019Assets 2020: $8,243,327Liabilities 2020: $24,057Net Assets 2020: $8,219,2702020Assets 2021: $8,833,968Liabilities 2021: $0Net Assets 2021: $8,833,9682021Assets 2022: $8,623,695Liabilities 2022: $0Net Assets 2022: $8,623,6952022Assets 2023: $8,280,482Liabilities 2023: $0Net Assets 2023: $8,280,4822023Assets 2024: $8,260,127Liabilities 2024: $0Net Assets 2024: $8,260,1272024

Highlighted filing

2014

Assets$9,130,957
Liabilities$8,205
Net Assets$9,122,752
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $195,074Expenses 2011: $54,933Net Income 2011: $140,1412011Expenses 2012: $68,8772012Revenue 2013: $7,583,697Expenses 2013: $189,869Net Income 2013: $7,393,8282013Revenue 2014: $595,487Expenses 2014: $338,909Net Income 2014: $256,5782014Revenue 2015: $207,175Expenses 2015: $512,313Net Income 2015: -$305,1382015Revenue 2016: $261,644Expenses 2016: $495,185Net Income 2016: -$233,5412016Revenue 2017: $627,678Expenses 2017: $499,411Net Income 2017: $128,2672017Revenue 2018: $458,914Expenses 2018: $514,043Net Income 2018: -$55,1292018Revenue 2019: $425,679Expenses 2019: $514,641Net Income 2019: -$88,9622019Revenue 2020: $164,883Expenses 2020: $514,962Net Income 2020: -$350,0792020Revenue 2021: $1,125,791Expenses 2021: $511,093Net Income 2021: $614,6982021Revenue 2022: $367,362Expenses 2022: $577,635Net Income 2022: -$210,2732022Revenue 2023: $227,193Expenses 2023: $570,406Net Income 2023: -$343,2132023Revenue 2024: $531,269Expenses 2024: $551,624Net Income 2024: -$20,3552024

Highlighted filing

2014

Revenue$595,487
Expenses$338,909
Net Income$256,578
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa BabbManaging TrusteePT$91,456-$91,456
Brian KorekExecutive DirectorPT$0--
Brock PeterlinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Michael and Ina Korek Foundation Trust
EIN
77-6140213
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
teresa babb
Title
trustee
Phone
8008391754
Signed
2015-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0158
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0578076
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0578076
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0435109
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt091456
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt091456
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0129250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0129250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt017411
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0250298
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0256370
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0256578
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04861221
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0158
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0158
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0321548
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0627115
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt043590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0630
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt044220
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt057533
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt057533
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0287
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09487
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0271259
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt058450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0338909
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0685565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0595487
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0142009
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt058450
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0209659
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt06963
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04426112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0435109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0435109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04861221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0435109
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0256578
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0725
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09122752
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08865449
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09122752
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0442828
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0442103
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0442828
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0454645
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0725
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012542
IRS990PF/DistributableAmountGrp/TotalTaxAmt012542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02891
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015433
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02891
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015433
IRS990PF/FMVAssetsEOYAmt09210071
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01696
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01696
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01696
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01536157
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01844014
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01854868
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04633693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05317256
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05444002
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt020302
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt07547
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt08205
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08865449
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09122752
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01463829
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01440100
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01440100
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08872996
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09130957
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09210071
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07547
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08205
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08872996
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09130957
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08865449
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09122752
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01164317
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0452891
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0449103
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09231363
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01568377
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07642684
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0138470
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt020302
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0454645
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09092893
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09231363
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt091456
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Teresa Babb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Brian Korek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Brock Peterlin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Managing Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Executive Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0385766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0392037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0131827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt055598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt044597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt039947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt044441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.019456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.054906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09092893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06775764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01156197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0988079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0896855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0809403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0271259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.212125
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0271259
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0271259
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0271259
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,130,957
Liabilities
$8,205
Net assets
$9,122,752
Revenue
$595,487
Expenses
$338,909
Net income
$256,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.53$0.55$0.02
2023Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.23$0.57$0.34
2022Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.37$0.58$0.21
2021Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$1.13$0.51$0.61
2020Detailed filing. Detailed filing data is available for this year.$8.24$0.02$8.22$0.16$0.51$0.35
2019Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$0.43$0.51$0.09
2018Detailed filing. Detailed filing data is available for this year.$8.71$0.05$8.66$0.46$0.51$0.06
2017Detailed filing. Detailed filing data is available for this year.$8.72$0.01$8.71$0.63$0.50$0.13
2016Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.26$0.50$0.23
2015Detailed filing. Detailed filing data is available for this year.$8.84$0.02$8.82$0.21$0.51$0.31
2014Detailed filing. Detailed filing data is available for this year.$9.13$0.01$9.12$0.60$0.34$0.26
2013Detailed filing. Detailed filing data is available for this year.$8.87$0.01$8.87$7.58$0.19$7.39
2012Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.07
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.20$0.05$0.14