Civic Intelligence

The Sam S Bloom Foundation

990PF • Fiscal year 2015 • EIN 84-0929690

Dec 01, 2014 to Nov 30, 2015 • Filed on Feb 17, 2016

Organization Profile
P O Box 2413Littleton, CO 80161

(303) 771-2266

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

65th percentile

9.6%

Higher net margin than 65% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

36th percentile

$58,729

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

52nd percentile

0.8%

Faster asset growth than 52% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

54%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$7,850,137

Up $61,958 (+0.8%) from 2014

Net Assets

$7,850,137

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin65th percentile

Revenue

Up

$642,108

Up $224,976 (+54%) from 2014

Expenses

Up

$580,150

Up $42,203 (+7.8%) from 2014

Net Income

Up

$61,958

Up $182,773 (+151%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$10M$5.0M$0Assets 2011: $7,877,640Liabilities 2011: $02011Assets 2012: $7,773,518Liabilities 2012: $02012Assets 2013: $7,908,994Liabilities 2013: $02013Assets 2014: $7,788,179Liabilities 2014: $02014Assets 2015: $7,850,137Liabilities 2015: $0Net Assets 2015: $7,850,1372015Assets 2016: $7,665,908Liabilities 2016: $0Net Assets 2016: $7,665,9082016Assets 2017: $7,819,695Liabilities 2017: $0Net Assets 2017: $7,819,6952017Assets 2018: $7,915,426Liabilities 2018: $0Net Assets 2018: $7,915,4262018Assets 2019: $7,919,283Liabilities 2019: $0Net Assets 2019: $7,919,2832019Assets 2020: $8,402,642Liabilities 2020: $0Net Assets 2020: $8,402,6422020Assets 2021: $8,628,489Liabilities 2021: $0Net Assets 2021: $8,628,4892021Assets 2022: $8,556,886Liabilities 2022: $0Net Assets 2022: $8,556,8862022Assets 2023: $7,625,269Liabilities 2023: $0Net Assets 2023: $7,625,2692023Assets 2024: $7,814,912Liabilities 2024: $0Net Assets 2024: $7,814,9122024

Highlighted filing

2015

Assets$7,850,137
Liabilities$0
Net Assets$7,850,137
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $293,244Expenses 2011: $457,706Net Income 2011: -$164,4622011Revenue 2012: $387,103Expenses 2012: $491,225Net Income 2012: -$104,1222012Revenue 2013: $621,704Expenses 2013: $486,228Net Income 2013: $135,4762013Revenue 2014: $417,132Expenses 2014: $537,947Net Income 2014: -$120,8152014Revenue 2015: $642,108Expenses 2015: $580,150Net Income 2015: $61,9582015Revenue 2016: $391,861Expenses 2016: $576,090Net Income 2016: -$184,2292016Revenue 2017: $699,644Expenses 2017: $545,857Net Income 2017: $153,7872017Revenue 2018: $694,770Expenses 2018: $599,039Net Income 2018: $95,7312018Revenue 2019: $636,734Expenses 2019: $632,877Net Income 2019: $3,8572019Revenue 2020: $1,180,012Expenses 2020: $696,653Net Income 2020: $483,3592020Revenue 2021: $863,729Expenses 2021: $637,882Net Income 2021: $225,8472021Revenue 2022: $517,646Expenses 2022: $589,249Net Income 2022: -$71,6032022Revenue 2023: -$256,869Expenses 2023: $674,748Net Income 2023: -$931,6172023Revenue 2024: $809,672Expenses 2024: $620,029Net Income 2024: $189,6432024

Highlighted filing

2015

Revenue$642,108
Expenses$580,150
Net Income$61,958
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Feb 17, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C CrowleyFoundation Mgr.PT$58,729-$58,729
Donald R JacobsPresident-$0--
L Jay LabeVice President-$0--
Edward N KesselmanSecretary-$0--
A Marvin StraitTreasurer-$0--
Cheryl M CaldwellDirector-$0--
Mary T CarraherDirector-$0--
Tonie L GatchDirector-$0--
Debbie Strait GonzalesDirector-$0--
Roger A HaraDirector-$0--
Sasha Jacobs-LowryDirector-$0--
Jon LudwigsonDirector-$0--
JoAnn RadetskyDirector-$0--
Nancy J SaltzmanDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Sam S Bloom Foundation
EIN
84-0929690
Phone
3037712266
Address
P O Box 2413, Littleton, CO 80161

Signing Officer

Name
A Marvin Strait
Title
Treasurer
Signed
2016-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Stanley Reed CPA LLC
Address
425 S Cherry St 380, Denver, CO 80246
Preparer
Stanley P Reed
Phone
3033219122
Raw XML AppendixShowing 400 of 444 raw XML fields

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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Donald R Jacobs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1L Jay Labe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Edward N Kesselman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3A Marvin Strait
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Cheryl M Caldwell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Mary T Carraher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Tonie L Gatch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Debbie Strait Gonzales
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Roger A Hara
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Sasha Jacobs-Lowry
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Jon Ludwigson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11JoAnn Radetsky
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12Nancy J Saltzman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13C Crowley
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd10CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd11CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd12CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd13CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0801612413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1801612413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2801612413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3801612413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4801612413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5801612413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd6801612413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd7801612413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd8801612413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd9801612413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd10801612413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd11801612413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd12801612413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd13801612413
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0454367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0459970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0444072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0409282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0412270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0379896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0333295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09949565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010022075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09102131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08303015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08265168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07672048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0498390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.22833
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0492787
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0498390
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05603
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0498390
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O Box 2413
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Littleton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0801612413
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0C Crowley
IRS990PF/StatementsRegardingActyGrp/PhoneNum03037712266
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0http://www.guidestar.org/
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0See attached guidelines and applications procedures.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Sam S Bloom Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03037712266
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O Box 2413
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Littleton
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0801612413
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0See attached guidelines and applications procedures.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0See attached guidelines and applications procedures.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0463700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Schedule attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Schedule attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Schedule attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Schedule attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080161
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0463700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt037430
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0460960
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0491875
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0498390
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0454445
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0460960
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01007
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt129
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt25
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3388
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4175
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt51038
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt6698
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt743
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt8207
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt9628
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10294
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11406
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt12398
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1313
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Archival
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Meals
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Meeting expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Membership dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Office expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Postage & delivery
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10Printing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11Publications
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13Travel
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01007
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt129
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt25
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3388
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4174
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt51037
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6697
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt743
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8206
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt9628
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10294
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11406
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12398
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1313
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01007
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt129
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt25
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3388
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt51038
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6698
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt743
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt8207
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt9628
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10294
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11406
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12398
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1313
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt158
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3776
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4349
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61395
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt786
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8413

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,850,137
Liabilities
$0
Net assets
$7,850,137
Revenue
$642,108
Expenses
$580,150
Net income
$61,958
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.$7.81$0.00$7.81$0.81$0.62$0.19
2023Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.26$0.67$0.93
2022Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$0.52$0.59$0.07
2021Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$0.86$0.64$0.23
2020Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$1.18$0.70$0.48
2019Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.64$0.63$0.00
2018Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.69$0.60$0.10
2017Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.70$0.55$0.15
2016Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.39$0.58$0.18
2015Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.64$0.58$0.06
2014Summary only. Only limited summary data is available for this year.$7.79$0.00$0.42$0.54$0.12
2013Summary only. Only limited summary data is available for this year.$7.91$0.00$0.62$0.49$0.14
2012Summary only. Only limited summary data is available for this year.$7.77$0.00$0.39$0.49$0.10
2011Summary only. Only limited summary data is available for this year.$7.88$0.00$0.29$0.46$0.16