Civic Intelligence

Philanthropiece Foundation Inc.

990PF • Fiscal year 2016 • EIN 84-1440983

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 15, 2017

6105 Monarch RoadLongmont, CO 80503-8818

(303) 440-8484

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.51x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

5th percentile

-143%

Higher net margin than 5% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

32nd percentile

$33,370

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

18th percentile

-5.2%

Faster asset growth than 18% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-66%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$8,973,823

Down $494,554 (-5.2%) from 2015

Net Assets

$8,823,823

No earlier filing loaded for comparison.

Liabilities

Down

$150,000

Down $76,206 (-34%) from 2015

Revenue

Down

$292,869

Down $561,278 (-66%) from 2015

Expenses

Down

$711,217

Down $29,370 (-4.0%) from 2015

Net Income

Down

-$418,348

Down $531,908 (-468%) from 2015

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $6,000,324Liabilities 2011: $7,6032011Assets 2012: $3,315,907Liabilities 2012: $5,1942012Assets 2013: $6,291,759Liabilities 2013: $02013Assets 2014: $9,128,609Liabilities 2014: $02014Assets 2015: $9,468,377Liabilities 2015: $226,2062015Assets 2016: $8,973,823Liabilities 2016: $150,000Net Assets 2016: $8,823,8232016Assets 2017: $12,653,996Liabilities 2017: $112,500Net Assets 2017: $12,541,4962017Assets 2018: $14,224,071Liabilities 2018: $325,000Net Assets 2018: $13,899,0712018Assets 2019: $14,423,756Liabilities 2019: $1Net Assets 2019: $14,423,7562019Assets 2020: $15,446,964Liabilities 2020: $1Net Assets 2020: $15,446,9642020Assets 2021: $16,079,916Liabilities 2021: $1Net Assets 2021: $16,079,9162021Assets 2022: $15,072,377Liabilities 2022: $1Net Assets 2022: $15,072,3772022Assets 2023: $14,992,002Liabilities 2023: $1Net Assets 2023: $14,992,0022023Assets 2024: $15,193,616Liabilities 2024: $0Net Assets 2024: $15,193,6162024

Highlighted filing

2016

Assets$8,973,823
Liabilities$150,000
Net Assets$8,823,823

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $5,374,979Expenses 2011: $298,975Net Income 2011: $5,076,0042011Revenue 2012: $2,390,502Expenses 2012: $357,674Net Income 2012: $2,032,8282012Revenue 2013: $3,527,586Expenses 2013: $546,540Net Income 2013: $2,981,0462013Revenue 2014: $3,628,299Expenses 2014: $791,454Net Income 2014: $2,836,8452014Revenue 2015: $854,147Expenses 2015: $740,587Net Income 2015: $113,5602015Revenue 2016: $292,869Expenses 2016: $711,217Net Income 2016: -$418,3482016Revenue 2017: $4,526,327Expenses 2017: $808,654Net Income 2017: $3,717,6732017Revenue 2018: $2,354,668Expenses 2018: $997,093Net Income 2018: $1,357,5752018Revenue 2019: $1,471,290Expenses 2019: $946,605Net Income 2019: $524,6852019Revenue 2020: $2,012,791Expenses 2020: $989,583Net Income 2020: $1,023,2082020Revenue 2021: $1,668,266Expenses 2021: $1,035,314Net Income 2021: $632,9522021Revenue 2022: $307,978Expenses 2022: $1,315,517Net Income 2022: -$1,007,5392022Revenue 2023: $1,385,033Expenses 2023: $1,465,408Net Income 2023: -$80,3752023Revenue 2024: $1,810,517Expenses 2024: $1,608,903Net Income 2024: $201,6142024

Highlighted filing

2016

Revenue$292,869
Expenses$711,217
Net Income-$418,348
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN M KNUDSONVice PresidePT$24,000$9,370$33,370
ELIZABETH C COOKPresidentPT$0$8,778$8,778
CATHY M COOKSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Philanthropiece Foundation Inc
EIN
84-1440983
Phone
3034408484
Address
6105 MONARCH ROAD, LONGMONT, CO 80503-8818

Signing Officer

Name
Elizabeth C Cook
Title
President
Phone
3034408484
Signed
2017-10-15

Preparer

Firm
Zarlengo Raub Llp
Address
4865 WARD RD STE 100, WHEAT RIDGE, CO 80033-1902
Preparer
Judith a Martillaro CPA
Phone
3034214775
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08823823
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09242171
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08823823
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06432
IRS990PF/FMVAssetsEOYAmt013958744
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0186775
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0224553
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0224548
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08656892
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07958224
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012943150
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt0136206
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt023029
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt025696
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt04663
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02667
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02667
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0144466
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0234656
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0234656
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt090000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt03367
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01152
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01152
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0472214
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0550571
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0550571
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09468377
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08973823
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013958744
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0226206
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09468377
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08973823
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09242171
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08823823
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt09242171
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt08823823
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014637762
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0485415
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014152347
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0219566
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0720910
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014418196
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014637762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt064884
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt150305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt01020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt1500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0KATIE DOYLE MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1JOHN P MATLAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM DIRE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0425 GROUSE CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1111 ALASKA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1BOULDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd080027
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd180302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt124000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt08778
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt19370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH C COOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOAN M KNUDSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CATHY M COOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06105 MONARCH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16105 MONARCH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21402 NORTH MISSION COVE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LONGMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LONGMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GILBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd080503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd180503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285234
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt0305016
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt01177926
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt0296077
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt0240471
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt0336362
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0259264
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt01001237
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt0251665
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt0204400
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt0285908
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01998-12-02
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0637128
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt02582908
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0686717
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0739718
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0519345
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0637128
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt02582908
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0686717
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0739718
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0519345
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt0480607
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt01984869
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt0576877
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt0559042
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt0368343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01581460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01583846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0686717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0739718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0519345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0341980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0282986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.109685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.063028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.354615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt014418196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt017306298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016771267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011050301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05425877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0798008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0637128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.548427
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0637128
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0637128

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.81$1.61$0.20
2023Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.39$1.47$0.08
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.31$1.32$1.01
2021Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$1.67$1.04$0.63
2020Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$2.01$0.99$1.02
2019Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.47$0.95$0.52
2018Detailed filing. Detailed filing data is available for this year.$14.2$0.33$13.9$2.35$1.00$1.36
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.11$12.5$4.53$0.81$3.72
2016Detailed filing. Detailed filing data is available for this year.$8.97$0.15$8.82$0.29$0.71$0.42
2015Summary only. Only limited summary data is available for this year.$9.47$0.23$0.85$0.74$0.11
2014Summary only. Only limited summary data is available for this year.$9.13$0.00$3.63$0.79$2.84
2013Summary only. Only limited summary data is available for this year.$6.29$0.00$3.53$0.55$2.98
2012Summary only. Only limited summary data is available for this year.$3.32$0.01$2.39$0.36$2.03
2011Summary only. Only limited summary data is available for this year.$6.00$0.01$5.37$0.30$5.08