Civic Intelligence

New Priorities Foundation

990PF • Fiscal year 2014 • EIN 91-1805939

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 23, 2015

Organization Profile
127 University AvenueBerkeley, CA 94710

(510) 841-4123

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

38th percentile

0.02x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

41st percentile

0.4%

Higher net margin than 41% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

81%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$4,133,889

Up $196,164 (+5.0%) from 2013

Net Assets

$4,094,932

No earlier filing loaded for comparison.

Liabilities

Up

$38,957

Up $38,890 (+58045%) from 2013

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin41st percentile

Revenue

Up

$2,245,603

Up $1,003,407 (+81%) from 2013

Expenses

Up

$2,237,001

Up $1,849,593 (+477%) from 2013

Net Income

Down

$8,602

Down $846,186 (-99%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$15M$10M$5.0M$0Assets 2011: $2,818,339Liabilities 2011: $02011Assets 2012: $2,748,062Liabilities 2012: $02012Assets 2013: $3,937,725Liabilities 2013: $672013Assets 2014: $4,133,889Liabilities 2014: $38,957Net Assets 2014: $4,094,9322014Assets 2015: $3,619,553Liabilities 2015: $29,722Net Assets 2015: $3,589,8312015Assets 2016: $3,517,371Liabilities 2016: $26,747Net Assets 2016: $3,490,6242016Assets 2017: $3,037,781Liabilities 2017: $27,626Net Assets 2017: $3,010,1552017Assets 2018: $9,408,305Liabilities 2018: $11,782Net Assets 2018: $9,396,5232018Assets 2019: $10,820,188Liabilities 2019: $15,000Net Assets 2019: $10,805,1882019Assets 2020: $11,994,683Liabilities 2020: $0Net Assets 2020: $11,994,6832020Assets 2021: $13,713,342Liabilities 2021: $0Net Assets 2021: $13,713,3422021Assets 2022: $11,032,754Liabilities 2022: $0Net Assets 2022: $11,032,7542022Assets 2023: $12,316,500Liabilities 2023: $0Net Assets 2023: $12,316,5002023

Highlighted filing

2014

Assets$4,133,889
Liabilities$38,957
Net Assets$4,094,932
Open 2014 Filing

Operations Trend

Revenue Growth90th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $262,012Expenses 2011: $334,332Net Income 2011: -$72,3202011Revenue 2012: $126,252Expenses 2012: $355,535Net Income 2012: -$229,2832012Revenue 2013: $1,242,196Expenses 2013: $387,408Net Income 2013: $854,7882013Revenue 2014: $2,245,603Expenses 2014: $2,237,001Net Income 2014: $8,6022014Revenue 2015: $475,568Expenses 2015: $814,781Net Income 2015: -$339,2132015Revenue 2016: $708,631Expenses 2016: $805,853Net Income 2016: -$97,2222016Revenue 2017: $641,104Expenses 2017: $1,132,515Net Income 2017: -$491,4112017Revenue 2018: $7,727,845Expenses 2018: $664,725Net Income 2018: $7,063,1202018Revenue 2019: $181,129Expenses 2019: $809,547Net Income 2019: -$628,4182019Revenue 2020: $1,076,093Expenses 2020: $460,886Net Income 2020: $615,2072020Revenue 2021: $1,802,879Expenses 2021: $676,978Net Income 2021: $1,125,9012021Revenue 2022: $602,347Expenses 2022: $593,438Net Income 2022: $8,9092022Revenue 2023: $386,346Expenses 2023: $447,065Net Income 2023: -$60,7192023

Highlighted filing

2014

Revenue$2,245,603
Expenses$2,237,001
Net Income$8,602
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 23, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy G SchaubPres./DirectorPT$0--
Anne Schaub WatsonSect'Y/Director-$0--
David SchaubTreas./Director-$0--
Tim SchaubDirector-$0--
Harald LeventhalCFO-$0--
Benita KlineAsst. Secty-$0--
Filing and Contact Details

Filer

Filer Name
New Priorities Foundation
EIN
91-1805939
Phone
5108414123
Address
127 University Avenue, Berkeley, CA 94710

Signing Officer

Name
Nancy G Schaub
Title
Pres./Director
Signed
2015-10-23
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Supplemental InformationForm 990-PF, Part VII-B, Lines 1a(3) and 1a(4)Statement Regarding Activities for Which Form 4720 May Be RequiredHarald Leventhal and Benita Kline, as individuals, received no payment for serving as officers (but not as directors) of the Organization. However, both are the owners of Leventhal Kline Management, Inc., which provides a full range of management & administrative services to the Organization, including accounting, insurance and risk management, purchasing and vendor management, mailing address and phone, general administrative support, and grant management & administration. The Organization's directors approved payments of $39,451 to Leventhal Kline Management, Inc. for services during 2014.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Amgen Inc, 3.450% 10/01/2020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Bank of NY Mellon, 5.450% 5/15/2019
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BB&T Corp, 3.950% 4/29/2016
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Hewlett-Packard, 2.200% 12/01/2015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Campbell Soup Co, 3.050% 7/15/2017
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Lowes Companies, 5.000% 10/15/2015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Microsoft Corp, 3.000% 10/01/2020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Morgan Stanley, 3.800% 4/29/2016
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8B of A Corp, 4.85% 7/15/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9Kimberly-Clark, 7.50% 11/1/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10Prudential, 6.00% 12/1/17
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Johnson and Johnson, 690 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1JP Morgan Chase & Co, 1,260 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Microsoft Corp, 1,720 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3General Mills, 1,125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4EMC Corp Mass, 1,725 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Google Inc, 186 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Home Depot Inc, 510 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Accenture PLC, 755 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Capital One Financial 820 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Costco Wholesale Corp, 460 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Disney Walt Co, 715 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Novartis AG SPON ADR, 505 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12PNC Finl Services GP Inc, 710 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Prudential Financial Inc, 615 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Qualcomm Inc, 780 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Stryker Corp, 545 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16TJX Cos Inc, 685 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17United Parcel Service, 565 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Apple Inc, 854 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Baxter International Inc, 610 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Colgate-Palmolive Co, 725 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Cummins Inc, 320 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Express Scripts Holdings Co, 565 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Intel Corp, 1,255 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Kimberly-Clark Corp, 415 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25VF Corp, 195 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26American Express Co, 625 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Ball Corp, 1,010 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Eaton Corp PLC, 880 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Medtronic Inc, 815 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Roche Holding LTD, 585 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Rogers Communication Inc, 1,090 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Snap-On Inc, 430 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Union Pacific Corp, 355 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Blackrock Inc, 155 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CVS Caremark Corp, 650 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Johnson Controls Inc, 895 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Pentair PLC, 390 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Time Warner Inc, 582 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Visa, 175 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Templeton Global Bond, 6,530 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012828
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt022114
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04133889
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04094932
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03937658
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt04094932
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0195185
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IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0297025
IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0630895
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04651781
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt079240
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0260172
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05203436
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05282676
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Nancy G Schaub
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Anne Schaub Watson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David Schaub
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Tim Schaub
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Harald Leventhal
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Benita Kline
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres./Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sect'y/Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treas./Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Asst. Secty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594710
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0706538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0728652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0955566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0332248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0294693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0281440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0173790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.13578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.29951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.11751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.10094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.09520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt022114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05203436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03190482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02827497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02919592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02956316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02642465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02156256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.67892
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02134142
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02156256
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt022114
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02156256
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,133,889
Liabilities
$38,957
Net assets
$4,094,932
Revenue
$2,245,603
Expenses
$2,237,001
Net income
$8,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.00$12.3$0.39$0.45$0.06
2022Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.60$0.59$0.01
2021Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.80$0.68$1.13
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$1.08$0.46$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.02$10.8$0.18$0.81$0.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.41$0.01$9.40$7.73$0.66$7.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.03$3.01$0.64$1.13$0.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.03$3.49$0.71$0.81$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.62$0.03$3.59$0.48$0.81$0.34
2014Detailed filing. Detailed filing data is available for this year.$4.13$0.04$4.09$2.25$2.24$0.01
2013Summary only. Only limited summary data is available for this year.$3.94$0.00$1.24$0.39$0.85
2012Summary only. Only limited summary data is available for this year.$2.75$0.00$0.13$0.36$0.23
2011Summary only. Only limited summary data is available for this year.$2.82$0.00$0.26$0.33$0.07