Civic Intelligence

The Hutton Settlement

990PF • Fiscal year 2023 • EIN 91-0564969

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileN/A

View Organization Page

9907 E Wellesley AveSpokane, WA 99206

(509) 926-1027

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.05x

Higher debt load relative to revenue than 14% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$152,694

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

54th percentile

7.6%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

4.1%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$37,493,771

Up $2,655,276 (+7.6%) from 2022

Net Assets

Up

$37,184,719

Up $2,649,354 (+7.7%) from 2022

Liabilities

Up

$309,052

Up $5,922 (+2.0%) from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin81st percentile

Revenue

Up

$5,674,299

Up $224,634 (+4.1%) from 2022

Expenses

Up

$4,279,141

Up $220,494 (+5.4%) from 2022

Net Income

Up

$1,395,158

Up $4,140 (+0.3%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$40M$30M$20M$10M$0Assets 2010: $18,711,952Liabilities 2010: $55,943Net Assets 2010: $18,656,0092010Assets 2011: $18,385,717Liabilities 2011: $29,256Net Assets 2011: $18,356,4612011Assets 2012: $18,576,500Liabilities 2012: $73,043Net Assets 2012: $18,503,4572012Assets 2013: $19,486,310Liabilities 2013: $67,302Net Assets 2013: $19,419,0082013Assets 2014: $19,519,190Liabilities 2014: $69,016Net Assets 2014: $19,450,1742014Assets 2015: $19,509,718Liabilities 2015: $343,636Net Assets 2015: $19,166,0822015Assets 2016: $25,292,198Liabilities 2016: $183,678Net Assets 2016: $25,108,5202016Assets 2017: $25,856,469Liabilities 2017: $212,712Net Assets 2017: $25,643,7572017Assets 2019: $28,198,130Liabilities 2019: $255,0532019Assets 2021: $35,573,162Liabilities 2021: $361,889Net Assets 2021: $35,211,2732021Assets 2022: $34,838,495Liabilities 2022: $303,130Net Assets 2022: $34,535,3652022Assets 2023: $37,493,771Liabilities 2023: $309,052Net Assets 2023: $37,184,7192023Assets 2024: $37,917,341Liabilities 2024: $227,732Net Assets 2024: $37,689,6092024

Highlighted filing

2023

Assets$37,493,771
Liabilities$309,052
Net Assets$37,184,719
Open 2023 Filing

Operations Trend

Revenue Growth47th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,699,5682010Expenses 2011: $1,791,5542011Expenses 2012: $1,796,8502012Revenue 2013: $1,948,635Expenses 2013: $1,873,088Net Income 2013: $75,5472013Revenue 2014: $1,861,558Expenses 2014: $1,837,896Net Income 2014: $23,6622014Revenue 2015: $1,919,511Expenses 2015: $1,897,990Net Income 2015: $21,5212015Revenue 2016: $7,784,568Expenses 2016: $1,930,141Net Income 2016: $5,854,4272016Revenue 2017: $1,751,033Expenses 2017: $1,886,003Net Income 2017: -$134,9702017Revenue 2019: $5,715,311Expenses 2019: $3,489,086Net Income 2019: $2,226,2252019Revenue 2021: $6,261,327Expenses 2021: $3,721,599Net Income 2021: $2,539,7282021Revenue 2022: $5,449,665Expenses 2022: $4,058,647Net Income 2022: $1,391,0182022Revenue 2023: $5,674,299Expenses 2023: $4,279,141Net Income 2023: $1,395,1582023Revenue 2024: $5,061,479Expenses 2024: $4,631,949Net Income 2024: $429,5302024

Highlighted filing

2023

Revenue$5,674,299
Expenses$4,279,141
Net Income$1,395,158
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Mission and Program Overview

Mission

The hutton settlement nurtures, educates and prepares children who are in need of a safe and healthy home.

Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHUD WENDLEExecutive DirectorFT$133,463$19,231$152,694
TANA REKOFKEPresident-$0--
MARLEE GRIFFITHVice President-$0--
MISSY WILLISCorresponding Secretary-$0--
JODI BURKERecording Secretary-$0--
JANET GOEBELTreasurer-$0--
DENISE STANTONImmediate Past President-$0--
LEANNE AGERBoard Member-$0--
STEPHANIE ADENBoard Member-$0--
NANCY HENRYBoard Member-$0--
CATHERINE BRAZILBoard Member-$0--
AMY BRAGDONBoard Member-$0--
JAN BOOTSBoard Member-$0--
RENEE RIGSBYBoard Member-$0--
MARY JANE CORLISBoard Member-$0--
MICHELLE RIGGSBoard Member-$0--
MARY KUNEYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Hutton Settlement
EIN
91-0564969
Phone
5099261027
Address
9907 E WELLESLEY AVE, SPOKANE, WA 99206

Signing Officer

Name
Chud Wendle
Title
Administrator
Phone
5099261027
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Anastasi Moore & Martin Pllc
Address
9 S WASHINGTON ST STE 600, SPOKANE, WA 99201
Preparer
Paul Anastasi CPA
Phone
5093230272
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InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt24489700
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt25598356
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt261838177
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt2786940
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt28455014
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt2975060
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt30969502
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0ASC PROFILES, 4111 E. FERRY - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1ASC PROFILES, 4111 E. FERRY
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt23633 E. ROWAN - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt33633 E. ROWAN
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt4GARDEN COURT, MISSION AVENUE - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt5GARDEN COURT, MISSION AVENUE
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt6KENNEWICK - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt7KENNEWICK
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt83704 N. NEVADA - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt93704 N. NEVADA
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt104207 E. MAIN - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt114207 E. MAIN
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt12CDA, 484 W. BOSANKO - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt132418 W. NW BLVD - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt142418 W. NW BLVD
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt15HUTTON SETTLEMENT LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt16NORTHTOWN GAS AND DELI MART - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt17NORTHTOWN GAS AND DELI MART
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt18ROCKWOOD CLINIC, 6208 N. COLTON - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt19ROCKWOOD CLINIC, 6208 N. COLTON
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt20PHYSICAL THERAPY, 208 E. FRANCIS - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt21PHYSICAL THERAPY, 208 E. FRANCIS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt22MCDONALD'S, 4436 N. DIVISION - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt23OFFICE BUILDING, 4436 N. DIVISION - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt24OFFICE BUILDING, 4436 N. DIVISION
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt25OFFICE DEPOT, 4511 N. DIVISION - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt26OFFICE DEPOT, 4511 N. DIVISION
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt276512 N. NAPA - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt286512 N. NAPA
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt291975 E. HOUSTON - LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt301975 E. HOUSTON
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0280000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt11366794
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt244800
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt3571008
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt4254972
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt52643042
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt6312540
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt71997699
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt8313627
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt91063760
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt10482090
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt11723135
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt12914697
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt13136700
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt14521335
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt156540
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt16115389
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt172463
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1829929
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt19396625
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt20127500
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt21294715
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt22177500
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt23210786
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt241252968
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt25598356
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt263148028
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2786940
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt28502688
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2975060
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt301073291
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0280000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1448224
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt244800
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt3527256
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt4254972
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt51862747
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt6312540
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt71673786
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt8313627
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt9847731
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt10482090
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt11636606
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt12914697
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt13136700
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt14480466
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt156540
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt16115389
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt171355
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1829929
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt19178481
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt20127500
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt2146020
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt22177500
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt23210786
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt24489700
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt25598356
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt261838177
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt2786940
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt28455014
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt2975060
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt30969502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0522819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt113545
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt236655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3260462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4416187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5468943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6468787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7590588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8528847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9304758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10272061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11285788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12137837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13334107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14399794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15582478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16651668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17492076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt03,944 SHARES - OAKMARK INVESTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1246 SHARES - PARNASSUS CORE EQUITY - INVESTORS SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2437 SHARES - ENERGY SELECT SECTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35,667 SHARES - ARTISAN INTERNATIONAL VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt410,749 SHARES - BLACKROCK MID-CAP GROWTH EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt521,143 SHARES - CREDIT SUISSE COMMODITY RETURN STRATEGY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt629,595 SHARES - GQG PARTNERS EMERGING MARKETS EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79,541 SHARES - ISHARES MSCI EAFE SMALL-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8488,518 SHARES - NUVEEN GLOBAL INFRASTRUCTURE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96,568 SHARES - VICTORY SYCAMORE ESTABLISHED VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1011,953 SHARES - WCM FOCUSED INTERNATIONAL GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1134,938 SHARES - AQR MANAGED FUTURES STRATEGY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1215,264 SHARES - ARTISAN HIGH INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1347,458 SHARES - BLACKROCK HIGH YIELD BOND PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1448,637 SHARES - EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1560,801 SHARES - FEDERATED HERMES TOTAL RETURN BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1662,963 SHARES - PAYDEN EMERGING MARKETS BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ANNUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0522819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113545
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt236655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3260462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4416187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5468943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6468787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7590588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8528847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9304758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10272061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11285788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12137837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13334107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14399794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15582478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16651668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17492076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0353243
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-129497
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/RelatedOrExemptFunctionIncmAmt0125435
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt014827
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt01363397

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,493,771
Liabilities
$309,052
Net assets
$37,184,719
Revenue
$5,674,299
Expenses
$4,279,141
Net income
$1,395,158
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.9$0.23$37.7$5.06$4.63$0.43
2023Detailed filing. Detailed filing data is available for this year.$37.5$0.31$37.2$5.67$4.28$1.40
2022Detailed filing. Detailed filing data is available for this year.$34.8$0.30$34.5$5.45$4.06$1.39
2021Detailed filing. Detailed filing data is available for this year.$35.6$0.36$35.2$6.26$3.72$2.54
2019Summary only. Only limited summary data is available for this year.$28.2$0.26$5.72$3.49$2.23
2017Detailed filing. Detailed filing data is available for this year.$25.9$0.21$25.6$1.75$1.89$0.13
2016Detailed filing. Detailed filing data is available for this year.$25.3$0.18$25.1$7.78$1.93$5.85
2015Detailed filing. Detailed filing data is available for this year.$19.5$0.34$19.2$1.92$1.90$0.02
2014Detailed filing. Detailed filing data is available for this year.$19.5$0.07$19.5$1.86$1.84$0.02
2013Detailed filing. Detailed filing data is available for this year.$19.5$0.07$19.4$1.95$1.87$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$0.07$18.5$1.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$0.03$18.4$1.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$0.06$18.7$1.70