Civic Intelligence

Stella S Jones Foundation

990PF • Fiscal year 2017 • EIN 81-2487069

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 17, 2018

Organization Profile
3503 Runnymeade DriveNewtown Square, PA 19073

(267) 275-1460

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

31st percentile

$20,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

$9,684,957

No earlier filing loaded for comparison.

Net Assets

$9,684,957

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin75th percentile

Revenue

$351,728

No earlier filing loaded for comparison.

Expenses

$284,021

No earlier filing loaded for comparison.

Net Income

$67,707

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2017: $9,684,957Liabilities 2017: $0Net Assets 2017: $9,684,9572017Assets 2018: $18,353,410Liabilities 2018: $0Net Assets 2018: $18,353,4102018Assets 2019: $22,714,090Liabilities 2019: $0Net Assets 2019: $22,714,0902019Assets 2020: $23,152,272Liabilities 2020: $0Net Assets 2020: $23,152,2722020Assets 2021: $27,585,817Liabilities 2021: $0Net Assets 2021: $27,585,8172021Assets 2022: $24,251,092Liabilities 2022: $0Net Assets 2022: $24,251,0922022Assets 2023: $25,429,066Liabilities 2023: $0Net Assets 2023: $25,429,0662023Assets 2024: $26,673,196Liabilities 2024: $0Net Assets 2024: $26,673,1962024

Highlighted filing

2017

Assets$9,684,957
Liabilities$0
Net Assets$9,684,957
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $351,728Expenses 2017: $284,021Net Income 2017: $67,7072017Revenue 2018: $10,573,279Expenses 2018: $647,495Net Income 2018: $9,925,7842018Revenue 2019: $623,455Expenses 2019: $759,611Net Income 2019: -$136,1562019Revenue 2020: $997,995Expenses 2020: $1,156,831Net Income 2020: -$158,8362020Revenue 2021: $1,248,923Expenses 2021: $1,253,046Net Income 2021: -$4,1232021Revenue 2022: $1,700,098Expenses 2022: $1,448,059Net Income 2022: $252,0392022Revenue 2023: $998,758Expenses 2023: $1,426,735Net Income 2023: -$427,9772023Revenue 2024: $1,373,902Expenses 2024: $1,440,124Net Income 2024: -$66,2222024

Highlighted filing

2017

Revenue$351,728
Expenses$284,021
Net Income$67,707
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 17, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEROME A BOSCIAPresident, Director-$20,000-$20,000
MICHELE BOSCIASecretary/Treasurer, Director-$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
Stella S Jones Foundation
EIN
81-2487069
Phone
2672751460
Address
3503 RUNNYMEADE DRIVE, NEWTOWN SQUARE, PA 19073

Signing Officer

Name
Jerome a Boscia
Title
President
Phone
2672751460
Signed
2018-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE STE 400, PLYMOUTH MEETING, PA 19462
Preparer
Bruce Braunewellcpa
Phone
2156433900
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51BROADCOM LIMITED COM NPV, 323 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52CHEVRON CORP NEW COM, 1271 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53CHUBB LIMITED CON MPV, 658 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54COMCAST CORP NEW CL A, 2994 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55DISNEY WALT CO, 595 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ECOLAB INC, 467 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57EXXON MOBIL CORP, 984 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58GENERAL DYNAMCIS CRP, 371 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59GOLDMAN SACHS GROUP INC, 315 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60HONEYWELL INTL INC, 808 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61JOHNSON & JOHNSON, 886 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62JOHNSON CONTROLS INTERNATIONAL PLC COM, 2375 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63JPMORGAN CHASE & CO, 1511 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64KEYCORP NEW, 5306 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MARSH & MCLENNAN COS, 650 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MCCORMICK & CO INC COM NON VTG, 877 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MCDONALDS CORP, 503 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MEDTRONIC PLC, 1794 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MICROCHIP TECHNOLOGY INC COM, 579 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MICROSOFT CORP, 1757 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NEXTERA ENERGY INC COM, 563 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NIKE INC CLASS B, 1952 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73OCCIDENTAL PETROLEUM CORP, 1294 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PEPSICO INC, 1217 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PRAXAIR INC, 337 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SHERWIN WILLIAMS CO, 182 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SIMON PPTY GRP INC, 394 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78STARBUCKS CORP COM, 1291 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TJX COS INC NEW COM, 598 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80UNILEVER, 1790 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNION PACIFIC CORP, 946 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82UNITED TECHNOLOGIES CORP COM, 342 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VERIZON COMMUNICATIONS, 1331 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VISA INC COM CL A, 1419 SH (QUANTUM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WELLS FARGO & COMPANY COM, 2464 SH (QUANTUM)
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0221871
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0126932
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0267
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0648
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0349718
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0349718
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010812
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010812
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0126932
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02010
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0220799
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0221871
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt067707
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04025927
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt0211
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0267
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0267
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0211
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt017679
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt017679
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0126932
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0233630
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01736
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt017593
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt019459
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0648
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0648
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt096954
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt096954
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0469
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt023906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0145438
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0115016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0284021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0348646
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0351728
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt070438
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0115016
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0209021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03898995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0124792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0124792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04023787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0126932
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt067707
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01253531
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09684957
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08363719
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09684957
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0441461
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0441461
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0441461
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0443797
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02336
IRS990PF/DistributableAmountGrp/TotalTaxAmt02336
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02336
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02336
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02336
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07500
IRS990PF/FMVAssetsEOYAmt09684957
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06631817
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09408075
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09408075
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt031351
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01700551
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0276882
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0276882
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08363719
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09684957
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09684957
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08363719
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09684957
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08363719
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09684957
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt08363719
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt09684957
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09011098
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0388077
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08623021
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0135166
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0443797
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08875932
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09011098
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,684,957
Liabilities
$0
Net assets
$9,684,957
Revenue
$351,728
Expenses
$284,021
Net income
$67,707
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$1.37$1.44$0.07
2023Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$1.00$1.43$0.43
2022Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$1.70$1.45$0.25
2021Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$1.25$1.25$0.00
2020Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$1.00$1.16$0.16
2019Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$0.62$0.76$0.14
2018Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$10.6$0.65$9.93
2017Detailed filing. Detailed filing data is available for this year.$9.68$0.00$9.68$0.35$0.28$0.07