Civic Intelligence

Robert W Monk Gardens Inc.

990 • Fiscal year 2020 • EIN 90-0181069

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

518 S 7th AveWausau, WI 54401

(715) 261-6309

Siviq Scores

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

Liabilities / Assets

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.33x

Higher debt load relative to revenue than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

26th percentile

-6.4%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$56,051

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

40th percentile

2.2%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

28%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$2,760,791

Up $59,177 (+2.2%) from 2019

Net Assets

Down

$2,643,591

Down $22,599 (-0.8%) from 2019

Liabilities

Up

$117,200

Up $81,776 (+231%) from 2019

Revenue

Up

$351,421

Up $76,906 (+28%) from 2019

Expenses

Up

$374,020

Up $66,117 (+21%) from 2019

Net Income

Up

-$22,599

Up $10,789 (+32%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,111,310Liabilities 2011: $0Net Assets 2011: $1,111,3102011Assets 2012: $1,473,787Liabilities 2012: $0Net Assets 2012: $1,473,7872012Assets 2013: $1,649,940Liabilities 2013: $228Net Assets 2013: $1,649,7122013Assets 2014: $1,787,841Liabilities 2014: $1,521Net Assets 2014: $1,786,3202014Assets 2015: $2,107,356Liabilities 2015: $2,645Net Assets 2015: $2,104,7112015Assets 2016: $2,254,745Liabilities 2016: $774Net Assets 2016: $2,253,9712016Assets 2017: $2,690,194Liabilities 2017: $8,363Net Assets 2017: $2,681,8312017Assets 2018: $2,735,379Liabilities 2018: $35,801Net Assets 2018: $2,699,5782018Assets 2019: $2,701,614Liabilities 2019: $35,424Net Assets 2019: $2,666,1902019Assets 2020: $2,760,791Liabilities 2020: $117,200Net Assets 2020: $2,643,5912020Assets 2021: $2,787,977Liabilities 2021: $53,394Net Assets 2021: $2,734,5832021Assets 2022: $2,977,330Liabilities 2022: $94,343Net Assets 2022: $2,882,9872022Assets 2023: $5,300,948Liabilities 2023: $210,338Net Assets 2023: $5,090,6102023Assets 2024: $7,247,321Liabilities 2024: $595,790Net Assets 2024: $6,651,5312024

Highlighted filing

2020

Assets$2,760,791
Liabilities$117,200
Net Assets$2,643,591

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $22,456Expenses 2011: $7,348Net Income 2011: $15,1082011Revenue 2012: $338,078Expenses 2012: $20,573Net Income 2012: $317,5052012Revenue 2013: $218,726Expenses 2013: $43,951Net Income 2013: $174,7752013Revenue 2014: $188,511Expenses 2014: $51,903Net Income 2014: $136,6082014Revenue 2015: $390,163Expenses 2015: $71,772Net Income 2015: $318,3912015Revenue 2016: $249,121Expenses 2016: $99,861Net Income 2016: $149,2602016Revenue 2017: $524,041Expenses 2017: $147,968Net Income 2017: $376,0732017Revenue 2018: $288,934Expenses 2018: $271,187Net Income 2018: $17,7472018Revenue 2019: $274,515Expenses 2019: $307,903Net Income 2019: -$33,3882019Revenue 2020: $351,421Expenses 2020: $374,020Net Income 2020: -$22,5992020Revenue 2021: $658,142Expenses 2021: $661,812Net Income 2021: -$3,6702021Revenue 2022: $1,033,366Expenses 2022: $865,246Net Income 2022: $168,1202022Revenue 2023: $3,226,835Expenses 2023: $1,034,683Net Income 2023: $2,192,1522023Revenue 2024: $3,484,438Expenses 2024: $1,193,570Net Income 2024: $2,290,8682024

Highlighted filing

2020

Revenue$351,421
Expenses$374,020
Net Income-$22,599
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$351,421
Mission and Program Overview

Mission

Promote understanding of the aesthetic, economic, and ecological role of plants, both in gardens and in more natural settings. Support the academic program of the uw stevens point at marathon county and provide educational opportunities for the general public, elementary and secondary schools, and persons with disabilities.

Monk botanical gardens is seeking to be a premier botanical garden, providing opportunities to experience plants and understand their significance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,425,532$2,386,544▼ $38,988
Cash and Non-Interest-Bearing Accounts$93,092$278,363▲ $185,271
Savings and Temporary Cash Investments$181,840$80,824▼ $101,016
Prepaid Expenses and Deferred Charges$300$13,560▲ $13,260
Accounts Receivable$850$1,500▲ $650
Total Assets$2,701,614$2,760,791▲ $59,177
Liabilities
Deferred Revenue$28,235$104,558▲ $76,323
Accounts Payable and Accrued Expenses$7,189$12,642▲ $5,453
Total Liabilities$35,424$117,200▲ $81,776
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,431,434$1,355,029▼ $76,405
Net Assets With Donor Restrictions$1,234,756$1,288,562▲ $53,806
Total Net Assets Fund Balance$2,666,190$2,643,591▼ $22,599
Total Liabilities and Net Assets / Fund Balance$2,701,614$2,760,791▲ $59,177

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,345,096-$1,345,096
Buildings$704,085$131,037$835,122
Other Land Buildings$330,834$278,239$609,073
Equipment$6,529$22,627$29,156

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$244,271$5,656▲ $32,010-$269,595
2019$219,937$401▲ $36,604-$244,271
2018$239,787$3,000▼ $10,294-$219,937
2017$233,363$3,190▲ $24,748-$239,787
2016$216,900$6,150▲ $11,649-$223,363
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Darcie HowardExecutive DiFT$56,051$56,051

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$257,885
Program Service Revenue
$26,056
Investment Income
$84
Other Revenue
$67,396
All Other Contributions
$229,695
Change in Net Assets
$-22,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$219,677
Salaries, Compensation, and Employee Benefits$154,343
Total Fundraising Expense$20,757
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$83,563--$83,563
Other Salaries and Wages$40,624$32,499$8,125$81,248
Current Officers, Directors, Trustees, and Key Employees$28,026$22,421$5,605$56,052
All Other Expenses$16,092--$16,092
Occupancy$12,890$130-$13,020
Office Expenses$3,520$3,055$5,280$11,855
Payroll Taxes$5,252$4,201$1,050$10,503
Fees for Services Other$7,618--$7,618
Insurance$4,182$2,091$697$6,970
Other Expenses$6,592--$6,592
Advertising-$4,445-$4,445
Fees for Services Accounting-$4,068-$4,068
Other Employee Benefits$3,807--$3,807
Pension Plan Contributions$2,733--$2,733
Conferences and Meetings$356--$356
Total Functional Expenses$280,353$72,910$20,757$374,020
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The 990 was provided to all currently active board members for review prior to being filed with the irs.

Form 990, Page 6, Part VI, Line 12C

All members of the board are required to annually review the conflict of interest policy, identify potential conflicts of interest, and certify that they are not aware of any past conflicts of interest. On an ongoing basis, the board monitors any actions which may involve a potential conflict of interest.

Form 990, Page 6, Part VI, Line 15A

Compensation of executive director - members of personnel, executive, and finance committiees provided input regarding the determination of the salary. Salary data was gathered from various sources including other local non-profit organizations, organizations of similar purpose/mission within the region, trade associations, and university career placement offices. The full board of dierectors provided final approval.

Form 990, Page 6, Part VI, Line 15B

Compensation of executive director - members of personnel, executive, and finance committiees provided input regarding the determination of the salary. Salary data was gathered from various sources including other local non-profit organizations, organizations of similar purpose/mission within the region, trade associations, and university career placement offices. The full board of dierectors provided final approval.

Form 990, Page 6, Part VI, Line 19

All of the various documents are made available for public inspection upon request at the office of the organization located at 518 s 7th ave, wausau, wi. Additionally, pdf copies are made available upon request.

Filing and Contact Details

Filer

Filer Name
Robert W Monk Gardens Inc
EIN
90-0181069
Phone
7152616309
Address
518 S 7TH AVE, WAUSAU, WI 54401
Doing Business As
Monk Botanical Gardens

Signing Officer

Name
Jen Powers
Title
Treasurer
Phone
7152616309
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darcie Howard
Formed
2003
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
11
Volunteers
95

Preparer

Firm
Kerberrose Sc
Address
2040 JAY MAR RD STE 1, PLOVER, WI 54467
Preparer
Stacey Donovan CPA
Phone
7153413232
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Promote understanding of the aesthetic, economic, and ecological role of plants, both in gardens and in more natural settings. Support the academic program of the uw stevens point at marathon county and provide educational opportunities for the general public, elementary and secondary schools, and persons with disabilities.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

This fund is to provide for the highest priority needs of the gardens.

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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt084
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IRS990/IRPDocumentCnt03
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt02386544
IRS990/LandBldgEquipCostOrOtherBssAmt02818447
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt028190
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTE UNDERSTANDING OF THE AESTHETIC, ECONOMIC, AND ECOLOGICAL ROLE OF PLANTS, BOTH IN GARDENS AND IN MORE NATURAL SETTINGS. SUPPORT THE ACADEMIC PROGRAM OF THE UW STEVENS POINT AT MARATHON COUNTY AND PROVIDE EDUCATIONAL OPPORTUNITIES FOR THE GENERAL PUBLIC, ELEMENTARY AND SECONDARY SCHOOLS, AND PERSONS WITH DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02666190
IRS990/NetAssetsOrFundBalancesEOYAmt02643591
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt016167
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt016167
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt023451
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt023451
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01431434
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01355029
IRS990/NoncashContributionsAmt013967
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IRS990/OccupancyGrp/ManagementAndGeneralAmt0130
IRS990/OccupancyGrp/ProgramServicesAmt012890
IRS990/OccupancyGrp/TotalAmt013020
IRS990/OfficeExpensesGrp/FundraisingAmt05280
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03055
IRS990/OfficeExpensesGrp/ProgramServicesAmt03520
IRS990/OfficeExpensesGrp/TotalAmt011855
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03807
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03807
IRS990/OtherExpensesGrp/Desc0DONOR ADVISED EXPENSES
IRS990/OtherExpensesGrp/Desc1EVENT AND PROGRAM MATERIA
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP AND DUE
IRS990/OtherExpensesGrp/Desc3CONTRACTED SERVICES
IRS990/OtherExpensesGrp/ProgramServicesAmt036441
IRS990/OtherExpensesGrp/ProgramServicesAmt122007
IRS990/OtherExpensesGrp/ProgramServicesAmt26650
IRS990/OtherExpensesGrp/ProgramServicesAmt36592
IRS990/OtherExpensesGrp/TotalAmt036441
IRS990/OtherExpensesGrp/TotalAmt122007
IRS990/OtherExpensesGrp/TotalAmt26650
IRS990/OtherExpensesGrp/TotalAmt36592
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0LOAN FORGIVENESS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt026724
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11054
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026724
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11054
IRS990/OtherRevenueTotalAmt027778
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08125
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt032499
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt040624
IRS990/OtherSalariesAndWagesGrp/TotalAmt081248
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01050
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04201
IRS990/PayrollTaxesGrp/ProgramServicesAmt05252
IRS990/PayrollTaxesGrp/TotalAmt010503
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02733
IRS990/PensionPlanContributionsGrp/TotalAmt02733
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0300
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013560
IRS990/PrincipalOfficerNm0DARCIE HOWARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026056
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026056
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL OPPORTUNITIES OFFERED DURING 2019 INCLUDED: GARDEN WORKSHOPS, ONSITE FIELD TRIPS AND CLASSES FOR SCHOOL-AGED CHILDREN, TOURS TO THE PUBLIC, SUMMER CAMP AND SCHOOL BREAK PROGRAMS FOR ELEMENTARY-AGED CHILDREN, OUTDOOR AND ENVIRONMENTAL EDUCATION EVENTS FOR ALL AGES, AND OUTDOOR THEATER PERFORMANCE FOR THE COMMUNITY. WE ALSO CONDUCTED A VARIETY OF PROGRAMS IN COLLABORATION WITH LOCAL NONPROFITS, UWSP-WAUSAU, AND UW- EXTENSION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027193
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0209592
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0267
IRS990/PYOtherExpensesAmt0189478
IRS990/PYOtherRevenueAmt033925
IRS990/PYProgramServiceRevenueAmt030731
IRS990/PYRevenuesLessExpensesAmt0-33388
IRS990/PYSalariesCompEmpBnftPaidAmt0118425
IRS990/PYTotalExpensesAmt0307903
IRS990/PYTotalRevenueAmt0274515
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-22599
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt023451
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0181840
IRS990/SavingsAndTempCashInvstGrp/EOYAmt080824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0257885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0209592
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0260139
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0517570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0292000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01537186
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0279
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01256
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0191222
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56950
IRS990ScheduleA/PublicSupportPY170Pct00.46310
IRS990ScheduleA/PublicSupportTotal170Amt0876162
IRS990ScheduleA/SubstantialContributorsTotAmt0661024
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0257885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0209592
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0260139
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0517570
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0292000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01537186
IRS990ScheduleA/TotalSupportAmt01538442
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0704085
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0131037
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0835122
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03642
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0244271
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05656
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0269595
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt08700
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt032010
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03571
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0219937
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0401
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0244271
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt09100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036604
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03556
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0239787
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0219937
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt09000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10294
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03514
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0233363
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03190
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0239787
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt08000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024748
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03336
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0216900
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06150
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0223363
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt08000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011649
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt06529
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022627
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt029156

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.25$0.60$6.65$3.48$1.19$2.29
2023Summary only. Only limited summary data is available for this year.$5.30$0.21$5.09$3.23$1.03$2.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.09$2.88$1.03$0.87$0.17
2021Summary only. Only limited summary data is available for this year.$2.79$0.05$2.73$0.66$0.66$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.12$2.64$0.35$0.37$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.04$2.67$0.27$0.31$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.04$2.70$0.29$0.27$0.02
2017Summary only. Only limited summary data is available for this year.$2.69$0.01$2.68$0.52$0.15$0.38
2016Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$0.25$0.10$0.15
2015Summary only. Only limited summary data is available for this year.$2.11$0.00$2.10$0.39$0.07$0.32
2014Summary only. Only limited summary data is available for this year.$1.79$0.00$1.79$0.19$0.05$0.14
2013Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$0.22$0.04$0.17
2012Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.34$0.02$0.32
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$0.02$0.01$0.02