Civic Intelligence

Nancy Eccles and Homer M Hayward Family Foundation

990PF • Fiscal year 2019 • EIN 87-6227330

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

Organization Profile
79 S Main St C/O H EldredgeSalt Lake City, UT 84111

(801) 532-0934

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

6th percentile

-64%

Higher net margin than 6% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

18th percentile

-2.6%

Faster asset growth than 18% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-4.5%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$49,627,267

Down $1,302,118 (-2.6%) from 2018

Net Assets

Down

$49,627,267

Down $1,302,118 (-2.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin6th percentile

Revenue

Down

$2,174,118

Down $103,346 (-4.5%) from 2018

Expenses

Up

$3,562,259

Up $93,200 (+2.7%) from 2018

Net Income

Down

-$1,388,141

Down $196,546 (-16%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$100M$50M$0Assets 2011: $47,363,729Liabilities 2011: $02011Assets 2012: $49,827,263Liabilities 2012: $02012Assets 2013: $51,800,623Liabilities 2013: $02013Assets 2014: $54,744,423Liabilities 2014: $02014Assets 2015: $54,225,810Liabilities 2015: $02015Assets 2016: $53,195,389Liabilities 2016: $0Net Assets 2016: $53,195,3892016Assets 2017: $52,366,207Liabilities 2017: $0Net Assets 2017: $52,366,2072017Assets 2018: $50,929,385Liabilities 2018: $0Net Assets 2018: $50,929,3852018Assets 2019: $49,627,267Liabilities 2019: $0Net Assets 2019: $49,627,2672019Assets 2020: $62,022,569Liabilities 2020: $0Net Assets 2020: $62,022,5692020Assets 2021: $66,814,625Liabilities 2021: $0Net Assets 2021: $66,814,6252021Assets 2022: $67,270,454Liabilities 2022: $0Net Assets 2022: $67,270,4542022Assets 2023: $85,421,658Liabilities 2023: $0Net Assets 2023: $85,421,6582023Assets 2024: $94,887,128Liabilities 2024: $2,208,000Net Assets 2024: $92,679,1282024

Highlighted filing

2019

Assets$49,627,267
Liabilities$0
Net Assets$49,627,267
Open 2019 Filing

Operations Trend

Revenue Growth27th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,749,263Expenses 2011: $2,626,188Net Income 2011: $123,0752011Revenue 2012: $5,175,366Expenses 2012: $2,711,832Net Income 2012: $2,463,5342012Revenue 2013: $5,083,179Expenses 2013: $3,109,819Net Income 2013: $1,973,3602013Revenue 2014: $6,151,130Expenses 2014: $3,207,330Net Income 2014: $2,943,8002014Revenue 2015: $2,704,585Expenses 2015: $3,223,198Net Income 2015: -$518,6132015Revenue 2016: $2,189,612Expenses 2016: $3,220,033Net Income 2016: -$1,030,4212016Revenue 2017: $2,155,376Expenses 2017: $3,244,599Net Income 2017: -$1,089,2232017Revenue 2018: $2,277,464Expenses 2018: $3,469,059Net Income 2018: -$1,191,5952018Revenue 2019: $2,174,118Expenses 2019: $3,562,259Net Income 2019: -$1,388,1412019Revenue 2020: $15,944,227Expenses 2020: $3,538,322Net Income 2020: $12,405,9052020Revenue 2021: $8,807,329Expenses 2021: $4,059,118Net Income 2021: $4,748,2112021Revenue 2022: $5,546,192Expenses 2022: $5,068,597Net Income 2022: $477,5952022Revenue 2023: $4,184,970Expenses 2023: $5,505,770Net Income 2023: -$1,320,8002023Revenue 2024: $4,671,628Expenses 2024: $5,226,016Net Income 2024: -$554,3882024

Highlighted filing

2019

Revenue$2,174,118
Expenses$3,562,259
Net Income-$1,388,141
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL HAYWARDDirector-$0--
HOPE HAYWARDDirector-$0--
GREG PETERSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Nancy Eccles and Homer M Hayward
EIN
87-6227330
Phone
8015320934
Address
79 S MAIN ST C/O H ELDREDGE, SALT LAKE CITY, UT 84111

Signing Officer

Name
Hope Hayward
Title
Director
Phone
4157715335
Signed
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Lallman Felton Peterson & Pierce Pa
Address
100 S LEADVILLE AVENUE STE 200, KETCHUM, ID 83340
Preparer
Greg Peterson
Phone
2087267500
Raw XML AppendixShowing 400 of 1,174 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/GainsMinusExcessOrLossesAmt21273191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2214816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-213774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0900373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21150614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3950000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5265728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt686826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7575000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8209261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10160000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12160000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1312985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1410967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15160000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17160000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18160000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1928916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20704191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21170674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221902988
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/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FED EX CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WEBTEC CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LOWES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LOOMIS SAYLES SR FLOATING RATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WABTEC CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SELECT SECTOR SPDR TR TECH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ALPHABET INC CLASS C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ALLSTATE CORP DEP SHS SER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8AMAZON.COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LOOMIS SAYLESS SR FLOATING RATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10DOUIBLE LINE CORE FIXED INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BLACKSTONE GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12DOUBLE LINE TOTAL RETURN BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13BLACKSTONE GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14GARRETT MOTION INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15KEYSTONE PRIVATE EQUITY OPP II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16GUGGENHEIM TOTAL RETURN BOND INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17KEYSTONE PRIVATE EQUITY OPP II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18JP MORGAN TRUST II CORE BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19LOOMIS SAYLES SR FLOATING RATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20RESIDEO TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21SELECT SECTOR SPDR TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22SPDR BARCLAYS CAPITAL CONV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23ISHARES TRUST S & P PFD STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212019-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222019-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0544390
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-14950
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1388141
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0379
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt086402
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt049627646
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt050929385
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt049627267
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03078469
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03078469
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03078469
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03109439
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt030970
IRS990PF/DistributableAmountGrp/TotalTaxAmt030970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt029014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt044170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt016000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt030970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt029014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt030970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt030970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt060170
IRS990PF/FMVAssetsEOYAmt067667451
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011482230
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011482230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0300174
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0303746
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0305596
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt046313735
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt041753080
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt063048035
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02208312
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06892621
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03636000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt039447155
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt038145037
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02107164
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0677820
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0677820
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt050929385
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt049627267
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt067667451
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt050929385
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt049627267
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt050929385
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt049627267
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt063135823
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01312953
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt058825771
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0947037
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02997099
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03109439
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt062188786
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt063135823
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
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/PersonNm0BILL HAYWARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HOPE HAYWARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GREG PETERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX AF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 4941
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 989
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1KETCHUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2KETCHUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1ID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2ID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093921
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1833404941
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd283340
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03002475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03017960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02971597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02791500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02849375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02786585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02690853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt015485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt062188786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt062030058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt058834312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt055379428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt057910482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt057896861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02891269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.241401
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02891269
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02891269
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02891269
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,627,267
Liabilities
$0
Net assets
$49,627,267
Revenue
$2,174,118
Expenses
$3,562,259
Net income
-$1,388,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$94.9$2.21$92.7$4.67$5.23$0.55
2023Detailed filing. Detailed filing data is available for this year.$85.4$0.00$85.4$4.18$5.51$1.32
2022Detailed filing. Detailed filing data is available for this year.$67.3$0.00$67.3$5.55$5.07$0.48
2021Detailed filing. Detailed filing data is available for this year.$66.8$0.00$66.8$8.81$4.06$4.75
2020Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$15.9$3.54$12.4
2019Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$2.17$3.56$1.39
2018Detailed filing. Detailed filing data is available for this year.$50.9$0.00$50.9$2.28$3.47$1.19
2017Detailed filing. Detailed filing data is available for this year.$52.4$0.00$52.4$2.16$3.24$1.09
2016Detailed filing. Detailed filing data is available for this year.$53.2$0.00$53.2$2.19$3.22$1.03
2015Summary only. Only limited summary data is available for this year.$54.2$0.00$2.70$3.22$0.52
2014Summary only. Only limited summary data is available for this year.$54.7$0.00$6.15$3.21$2.94
2013Summary only. Only limited summary data is available for this year.$51.8$0.00$5.08$3.11$1.97
2012Summary only. Only limited summary data is available for this year.$49.8$0.00$5.18$2.71$2.46
2011Summary only. Only limited summary data is available for this year.$47.4$0.00$2.75$2.63$0.12