Civic Intelligence

Walter and Juliet J Absolon Foundation

990PF • Fiscal year 2015 • EIN 86-0809781

Jan 01, 2015 to Dec 31, 2015 • Filed on May 06, 2016

Organization Profile
2440 E BroadwayTucson, AZ 85719

(520) 791-3939

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$7,353

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

59th percentile

2.2%

Faster asset growth than 59% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

48th percentile

1.5%

Faster revenue growth than 48% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,457,250

Up $73,016 (+2.2%) from 2014

Net Assets

Up

$3,456,407

Up $72,774 (+2.2%) from 2014

Liabilities

Up

$843

Up $242 (+40%) from 2014

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin83rd percentile

Revenue

Up

$227,579

Up $3,434 (+1.5%) from 2014

Expenses

Down

$154,805

Down $16,392 (-9.6%) from 2014

Net Income

Up

$72,774

Up $19,826 (+37%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,523,865Liabilities 2011: $02011Assets 2012: $3,286,849Liabilities 2012: $5512012Assets 2013: $3,330,685Liabilities 2013: $0Net Assets 2013: $3,330,6852013Assets 2014: $3,384,234Liabilities 2014: $601Net Assets 2014: $3,383,6332014Assets 2015: $3,457,250Liabilities 2015: $843Net Assets 2015: $3,456,4072015Assets 2016: $3,478,548Liabilities 2016: $0Net Assets 2016: $3,478,5482016Assets 2017: $3,498,020Liabilities 2017: $0Net Assets 2017: $3,498,0202017Assets 2018: $3,456,263Liabilities 2018: $0Net Assets 2018: $3,456,2632018Assets 2019: $3,487,987Liabilities 2019: $0Net Assets 2019: $3,487,9872019Assets 2020: $3,446,064Liabilities 2020: $0Net Assets 2020: $3,446,0642020Assets 2021: $3,369,729Liabilities 2021: $0Net Assets 2021: $3,369,7292021Assets 2022: $3,384,530Liabilities 2022: $0Net Assets 2022: $3,384,5302022Assets 2023: $3,440,755Liabilities 2023: $0Net Assets 2023: $3,440,7552023Assets 2024: $3,470,995Liabilities 2024: $0Net Assets 2024: $3,470,9952024

Highlighted filing

2015

Assets$3,457,250
Liabilities$843
Net Assets$3,456,407
Open 2015 Filing

Operations Trend

Revenue Growth48th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $226,373Expenses 2011: $227,975Net Income 2011: -$1,6022011Revenue 2012: -$27,580Expenses 2012: $209,987Net Income 2012: -$237,5672012Revenue 2013: $221,207Expenses 2013: $176,820Net Income 2013: $44,3872013Revenue 2014: $224,145Expenses 2014: $171,197Net Income 2014: $52,9482014Revenue 2015: $227,579Expenses 2015: $154,805Net Income 2015: $72,7742015Revenue 2016: $224,750Expenses 2016: $203,456Net Income 2016: $21,2942016Revenue 2017: $233,745Expenses 2017: $214,273Net Income 2017: $19,4722017Revenue 2018: $184,110Expenses 2018: $225,867Net Income 2018: -$41,7572018Revenue 2019: $216,950Expenses 2019: $185,226Net Income 2019: $31,7242019Revenue 2020: $195,843Expenses 2020: $237,766Net Income 2020: -$41,9232020Revenue 2021: $167,478Expenses 2021: $243,813Net Income 2021: -$76,3352021Revenue 2022: $221,396Expenses 2022: $206,595Net Income 2022: $14,8012022Revenue 2023: $233,014Expenses 2023: $176,789Net Income 2023: $56,2252023Revenue 2024: $228,963Expenses 2024: $198,723Net Income 2024: $30,2402024

Highlighted filing

2015

Revenue$227,579
Expenses$154,805
Net Income$72,774
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 6, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA LOHSEPresident-$7,353-$7,353
PATRICIA LOHSESecretary-$5,903-$5,903
JENNIFER LOHSEVice-President-$5,902-$5,902
ROBERT LOHSETreasurer-$0--
JASON DEPIZZODirector-$0--
Filing and Contact Details

Filer

Filer Name
Absolon Foundation
EIN
86-0809781
Phone
5207913939
Address
2440 E BROADWAY, TUCSON, AZ 85719

Signing Officer

Name
Linda Lohse
Title
President
Phone
5207913939
Signed
2016-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
335 N WILMOT ROAD SUITE 300, TUCSON, AZ 85711
Preparer
Frank Auletta
Phone
5207903500
Raw XML AppendixShowing 400 of 562 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0743
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt072774
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03456407
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03383633
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03456407
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0196851
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0196851
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0196851
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0200592
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03741
IRS990PF/DistributableAmountGrp/TotalTaxAmt03741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03800
IRS990PF/FMVAssetsEOYAmt03916488
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt024065
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019625
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019625
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02284320
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02309622
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02596925
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0286601
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0286371
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0292957
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04396
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt07821
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt03590
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03425
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0176798
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt0159607
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0159607
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt095566
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt095566
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0255532
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0601
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0843
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03383633
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03456407
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt040856
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt042027
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt042027
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03384234
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03457250
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03916488
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0601
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0843
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03384234
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03457250
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03383633
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03456407
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0472438
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0541007
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0549815
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04072932
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt063890
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03570864
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt061094
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0438178
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0200592
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04011838
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04072932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07353
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt15902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LINDA LOHSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JENNIFER LOHSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PATRICIA LOHSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBERT LOHSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JASON DEPIZZO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02440 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12440 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22440 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32440 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42440 E BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085719
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185719
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285719
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd385719
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd485719
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0204556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0206427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0158273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0162098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0200057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0217244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0222001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.040099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.058633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.062508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04011838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03947010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03764309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03950785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03705158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03551567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0143361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.254939
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0143361
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0143361
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0143361
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,457,250
Liabilities
$843
Net assets
$3,456,407
Revenue
$227,579
Expenses
$154,805
Net income
$72,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.23$0.20$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.23$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.22$0.21$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.17$0.24$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.20$0.24$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.22$0.19$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.18$0.23$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.23$0.21$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.22$0.20$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.23$0.15$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.22$0.17$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.22$0.18$0.04
2012Summary only. Only limited summary data is available for this year.$3.29$0.00$0.03$0.21$0.24
2011Summary only. Only limited summary data is available for this year.$3.52$0.00$0.23$0.23$0.00