Civic Intelligence

Nerliquilici Charitable Foundation Tr Robert Nerli Trustee

990PF • Fiscal year 2019 • EIN 84-1643302

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 14, 2020

5001 Bent Creek CTEl Dorado Hills, CA 95762

(916) 358-9005

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

6th percentile

-99%

Higher net margin than 6% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

23rd percentile

-4.6%

Faster asset growth than 23% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-14%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$563,872

Down $27,327 (-4.6%) from 2018

Net Assets

Down

$563,872

Down $27,327 (-4.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$21,910

Down $3,578 (-14%) from 2018

Expenses

Down

$43,641

Down $9,206 (-17%) from 2018

Net Income

Up

-$21,731

Up $5,628 (+21%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $649,760Liabilities 2011: $02011Assets 2012: $647,788Liabilities 2012: $02012Assets 2013: $684,059Liabilities 2013: $02013Assets 2014: $683,565Liabilities 2014: $0Net Assets 2014: $683,5652014Assets 2015: $645,896Liabilities 2015: $0Net Assets 2015: $645,8962015Assets 2016: $628,139Liabilities 2016: $0Net Assets 2016: $628,1392016Assets 2017: $618,558Liabilities 2017: $0Net Assets 2017: $618,5582017Assets 2018: $591,199Liabilities 2018: $0Net Assets 2018: $591,1992018Assets 2019: $563,872Liabilities 2019: $0Net Assets 2019: $563,8722019Assets 2020: $593,483Liabilities 2020: $0Net Assets 2020: $593,4832020Assets 2021: $553,548Liabilities 2021: $0Net Assets 2021: $553,5482021Assets 2022: $535,665Liabilities 2022: $0Net Assets 2022: $535,6652022Assets 2023: $499,420Liabilities 2023: $0Net Assets 2023: $499,4202023Assets 2024: $620,445Liabilities 2024: $0Net Assets 2024: $620,4452024

Highlighted filing

2019

Assets$563,872
Liabilities$0
Net Assets$563,872

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $35,253Expenses 2011: $36,467Net Income 2011: -$1,2142011Revenue 2012: $26,507Expenses 2012: $28,479Net Income 2012: -$1,9722012Revenue 2013: $75,899Expenses 2013: $39,628Net Income 2013: $36,2712013Revenue 2014: $36,739Expenses 2014: $37,233Net Income 2014: -$4942014Revenue 2015: $4,295Expenses 2015: $41,964Net Income 2015: -$37,6692015Revenue 2016: $28,840Expenses 2016: $46,597Net Income 2016: -$17,7572016Revenue 2017: $34,115Expenses 2017: $43,696Net Income 2017: -$9,5812017Revenue 2018: $25,488Expenses 2018: $52,847Net Income 2018: -$27,3592018Revenue 2019: $21,910Expenses 2019: $43,641Net Income 2019: -$21,7312019Revenue 2020: $20,607Expenses 2020: $51,076Net Income 2020: -$30,4692020Revenue 2021: $20,638Expenses 2021: $53,864Net Income 2021: -$33,2262021Revenue 2022: $18,295Expenses 2022: $63,967Net Income 2022: -$45,6722022Revenue 2023: $26,594Expenses 2023: $59,843Net Income 2023: -$33,2492023Revenue 2024: $24,283Expenses 2024: $74,699Net Income 2024: -$50,4162024

Highlighted filing

2019

Revenue$21,910
Expenses$43,641
Net Income-$21,731
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 14, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A NERLITrusteePT$0--
LARADEAN HAYES NERLITrusteePT$0--
NANCY BUSHTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Nerliquilici Charitable Foundation Tr
EIN
84-1643302
Phone
9163589005
Address
5001 BENT CREEK CT, EL DORADO HILLS, CA 95762

Signing Officer

Name
Robert a Nerli
Title
Trustee
Phone
9163589005
Signed
2020-11-14
Discuss with paid preparer
Yes

Preparer

Firm
JL Brewer CPA
Address
2201 Fairfield Drive, Medford, OR 97504
Preparer
Judith L Brewer
Phone
5416080577
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt36358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-13966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt36358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-13966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt312790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt413451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc020 SH ALCON INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100 MEDTRONIC PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210 GARRETT MOTION INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100 JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100 NVIDIA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc516 RESIDEO TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-5596
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-6075
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-21731
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05596
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0569468
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0591199
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0563872
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt046035
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt046035
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt046035
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt046377
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0342
IRS990PF/DistributableAmountGrp/TotalTaxAmt0342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01001938
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0591199
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0563872
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0193422
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0193422
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0197625
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0391348
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0360966
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0794773
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06429
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09484
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09540
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0591199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0563872
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01001938
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0591199
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0563872
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0591199
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0563872
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0941664
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028905
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0912759
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014125
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt046377
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0927539
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0941664
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT A NERLI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LARADEAN HAYES NERLI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NANCY BUSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05001 BENT CREEK CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15001 BENT CREEK CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2EISNERLUBIN LLP 1411 BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EL DORADO HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1EL DORADO HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210018
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt043530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt043701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt048388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt039359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt042090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt038595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt029500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0927539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0888210
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0870871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0815600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0833263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0796017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt038842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.234657
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt038842
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt038842
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt038842
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0N/A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.24$0.75$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.00$4.99$0.27$0.60$0.33
2022Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.18$0.64$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.00$5.54$0.21$0.54$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.21$0.51$0.30
2019Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.22$0.44$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.00$5.91$0.25$0.53$0.27
2017Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.34$0.44$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.00$6.28$0.29$0.47$0.18
2015Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.04$0.42$0.38
2014Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.37$0.37$0.00
2013Summary only. Only limited summary data is available for this year.$6.84$0.00$0.76$0.40$0.36
2012Summary only. Only limited summary data is available for this year.$6.48$0.00$0.27$0.28$0.02
2011Summary only. Only limited summary data is available for this year.$6.50$0.00$0.35$0.36$0.01