Civic Intelligence

Marguerite Casey Foundation

990PF • Fiscal year 2019 • EIN 91-2062197

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile

View Organization Page

1425 4th Avenue No 900Seattle, WA 98101-2222

(206) 273-7376

Siviq Scores

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

Liabilities / Assets

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.13x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Net Margin

96th percentile

70%

Higher net margin than 96% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

60th percentile

$799,038

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2019 filings • $250M-$1B nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$813,494,209

Up $130,358,514 (+19%) from 2015

Net Assets

Up

$794,918,120

Up $136,055,308 (+21%) from 2015

Liabilities

Down

$18,576,089

Down $5,696,794 (-23%) from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin96th percentile

Revenue

Up

$146,766,769

Up $103,021,879 (+236%) from 2015

Expenses

Up

$43,368,841

Up $4,386,798 (+11%) from 2015

Net Income

Up

$103,397,928

Up $98,635,081 (+2071%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5B$1.0B$500M$0Assets 2011: $574,631,698Liabilities 2011: $12,926,6842011Assets 2012: $619,185,416Liabilities 2012: $19,147,7572012Assets 2013: $698,175,241Liabilities 2013: $23,555,077Net Assets 2013: $674,620,1642013Assets 2014: $714,753,209Liabilities 2014: $21,609,1112014Assets 2015: $683,135,695Liabilities 2015: $24,272,883Net Assets 2015: $658,862,8122015Assets 2019: $813,494,209Liabilities 2019: $18,576,089Net Assets 2019: $794,918,1202019Assets 2020: $883,501,632Liabilities 2020: $10,823,672Net Assets 2020: $872,677,9602020Assets 2021: $1,001,694,485Liabilities 2021: $21,348,113Net Assets 2021: $980,346,3722021Assets 2022: $832,101,992Liabilities 2022: $31,799,346Net Assets 2022: $800,302,6462022Assets 2023: $856,573,767Liabilities 2023: $25,139,1712023Assets 2024: $876,630,272Liabilities 2024: $15,813,916Net Assets 2024: $860,816,3562024

Highlighted filing

2019

Assets$813,494,209
Liabilities$18,576,089
Net Assets$794,918,120
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0-$50MRevenue 2011: $32,993,995Expenses 2011: $35,623,918Net Income 2011: -$2,629,9232011Revenue 2012: $10,957,983Expenses 2012: $35,703,368Net Income 2012: -$24,745,3852012Revenue 2013: $12,803,253Expenses 2013: $36,132,589Net Income 2013: -$23,329,3362013Revenue 2014: $43,822,010Expenses 2014: $31,463,830Net Income 2014: $12,358,1802014Revenue 2015: $43,744,890Expenses 2015: $38,982,043Net Income 2015: $4,762,8472015Revenue 2019: $146,766,769Expenses 2019: $43,368,841Net Income 2019: $103,397,9282019Revenue 2020: $51,646,469Expenses 2020: $39,982,435Net Income 2020: $11,664,0342020Revenue 2021: $120,109,113Expenses 2021: $70,074,037Net Income 2021: $50,035,0762021Revenue 2022: $60,945,518Expenses 2022: $76,288,097Net Income 2022: -$15,342,5792022Revenue 2023: $33,303,896Expenses 2023: $47,478,303Net Income 2023: -$14,174,4072023Revenue 2024: $83,289,424Expenses 2024: $44,038,264Net Income 2024: $39,251,1602024

Highlighted filing

2019

Revenue$146,766,769
Expenses$43,368,841
Net Income$103,397,928
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUZ VEGA-MARQUISPresident/CEOFT$685,746$113,292$799,038
JOYCE LEEChief Financial OfficerFT$326,004$68,220$394,224
LUZ VEGA-MARQUISPresident/CEOFT$88,475-$88,475
FREEMAN A HRABOWSKI IIIChairPT$26,667$21,791$48,458
DOUGLAS X PATINOSecretaryPT$26,667$21,747$48,414
PATRICIA SCHROEDERVice-ChairPT$26,667$21,733$48,400
DAVID VILLATreasurer-$26,667$17,900$44,567
ANGELA DIAZDirector-$26,667$16,038$42,705
MELODY BARNESDirector-$26,667$15,943$42,610
CHAD BOETTCHERDirector-$26,667$14,743$41,410
CARMEN ROJASDirector-$26,667$13,910$40,577
JACKIE THOMASDirector-$26,667$13,910$40,577
RAMI NASHASHIBIDirector-$26,667$13,910$40,577
TESSIE GUILLERMODirector-$23,333$13,068$36,401
Filing and Contact Details

Filer

Filer Name
Marguerite Casey Foundation
EIN
91-2062197
Phone
2062737376
Address
1425 4TH AVENUE NO 900, SEATTLE, WA 98101-2222

Signing Officer

Name
Luz Vega-marquis
Title
President Emeritus
Phone
2062737376
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH STREET SUITE 1400, BELLEVUE, WA 98004
Preparer
Kathryn J Okimoto
Phone
4254544919
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO DEVELOP A NEW NATIONAL PLATFORM TO REACH VOLUNTEERS AND ALLIED ORGANIZATIONS, TO ACTIVATE THEM IN NONPARTISAN, NON-LOBBYING ACTIONS TO SUPPORT NATIONAL AND LOCAL POLICIES THAT ARE INTEGRAL TO THE WELL-BEING OF LOW INCOME FAMILIES IN AMERICA.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ADAMS STREET CO-INVESTMENT FUND III A, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ADAMS STREET PARTNERSHIP FUND - 2007 NON-U.S. FUND, L.P.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ASB ALLEGIANCE REAL ESTATE FUND, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BAIN CAPITAL FUND XII, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9BARINGS CORE PROPERTY FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10BCP IV CIV I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11BCP IV FIJI AIV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BCP IV NON-ECI FEEDER LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13BROOKFIELD CAPITAL PARTNERS IV, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14CARRICK CAPITAL PARTNERS III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15CB OFFSHORE EQUITY FUND IX, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16CLEARLAKE CAPITAL PARTNERS IV (AIV-ATLAS), L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17CLEARLAKE CAPITAL PARTNERS IV (AIV-JUPITER), L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18CLEARLAKE CAPITAL PARTNERS IV, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19CLEARLAKE CAPITAL PARTNERS V, L.P.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03067120
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0143500095
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06727
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0182827
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0INCOME FROM PROGRAM-RELATED INVESTMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt010000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0146766769
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0146766769
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt042569
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt020807
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt081625
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0144223858
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01137633
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0252595
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01390228
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt034053056
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt028665769
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0108401
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02257949
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03067120
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0103397928
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0594020620
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06727
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06727
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt043722
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt043722
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0143500095
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0137960143
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0401602
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0386847
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01666544
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt023600
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01870210
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02116507
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02804336
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01992212
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-54152
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0192827
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0179528
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05349801
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05537331
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0920629
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0904552
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt028893
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt028893
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt04696
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt023100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02162474
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt040791956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08474239
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt043368841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0146434382
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0146766769
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06738900
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08474239
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014703072
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0196577
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0196577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0461121058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1200295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0132899562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111519702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-200295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0132899562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111519702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-200295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0594020620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111519702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GAINS REPORTED ON PASS THROUGH INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DISPOSAL OF INVESCO REAL ESTATE FUND II, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BCP IV FIN TRUST DISTRIBUTIONS IN EXCESS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0144223858
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0103397928
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07609312
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0802527432
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0699129504
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0794918120
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt037065371
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt037065371
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt037065371
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038444972
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01379601
IRS990PF/DistributableAmountGrp/TotalTaxAmt01379601
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt030801
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01390402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01379601
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt030801
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01379601
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01379601
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01410402
IRS990PF/FMVAssetsEOYAmt0813494209
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0508310
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0494158
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt029992
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt028208
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt029992
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt029992
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0454645
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0961548
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0961548
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt051983496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt061863348
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt061863348
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0379179002
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0457304862
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0457304862
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt017485901
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt012098614
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0414447
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0571262
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0265217
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0156815
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0156815
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0699129504
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0794918120
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01032893
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01877155
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01877155
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0190778703
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0173888231
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0173888231
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05056195
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05983317
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0200000

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Filings

Displayed year

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

Open filing
Assets
$813,494,209
Liabilities
$18,576,089
Net assets
$794,918,120
Revenue
$146,766,769
Expenses
$43,368,841
Net income
$103,397,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$877$15.8$861$83.3$44.0$39.3
2023Summary only. Only limited summary data is available for this year.$857$25.1$33.3$47.5$14.2
2022Detailed filing. Detailed filing data is available for this year.$832$31.8$800$60.9$76.3$15.3
2021Detailed filing. Detailed filing data is available for this year.$1,002$21.3$980$120$70.1$50.0
2020Detailed filing. Detailed filing data is available for this year.$884$10.8$873$51.6$40.0$11.7
2019Detailed filing. Detailed filing data is available for this year.$813$18.6$795$147$43.4$103
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$683$24.3$659$43.7$39.0$4.76
2014Summary only. Only limited summary data is available for this year.$715$21.6$43.8$31.5$12.4
2013Detailed filing. Detailed filing data is available for this year.$698$23.6$675$12.8$36.1$23.3
2012Summary only. Only limited summary data is available for this year.$619$19.1$11.0$35.7$24.7
2011Summary only. Only limited summary data is available for this year.$575$12.9$33.0$35.6$2.63
Peer Organizations

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