Civic Intelligence

Sherwood Trust a State of Washington Non-Profit Corporation

990PF • Fiscal year 2016 • EIN 91-6337526

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

Organization Profile
PO Box 1855Walla Walla, WA 99362

(509) 529-2791

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.44x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

4th percentile

-130%

Higher net margin than 4% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

26th percentile

$115,737

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

18th percentile

-3.8%

Faster asset growth than 18% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-12%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$27,329,926

Down $1,092,059 (-3.8%) from 2015

Net Assets

Down

$26,841,665

Down $1,454,855 (-5.1%) from 2015

Liabilities

Up

$488,261

Up $362,796 (+289%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$1,117,172

Down $159,075 (-12%) from 2015

Expenses

Up

$2,572,027

Up $792,307 (+45%) from 2015

Net Income

Down

-$1,454,855

Down $951,382 (-189%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$40M$30M$20M$10M$0Assets 2010: $28,094,366Liabilities 2010: $45,419Net Assets 2010: $28,048,9472010Assets 2011: $28,006,214Liabilities 2011: $58,1352011Assets 2012: $27,141,033Liabilities 2012: $72,596Net Assets 2012: $27,068,4372012Assets 2013: $29,214,610Liabilities 2013: $148,3452013Assets 2014: $28,912,585Liabilities 2014: $112,592Net Assets 2014: $28,799,9932014Assets 2015: $28,421,985Liabilities 2015: $125,465Net Assets 2015: $28,296,5202015Assets 2016: $27,329,926Liabilities 2016: $488,261Net Assets 2016: $26,841,6652016Assets 2017: $27,413,512Liabilities 2017: $316,288Net Assets 2017: $27,097,2242017Assets 2018: $30,684,256Liabilities 2018: $256,939Net Assets 2018: $30,427,3172018Assets 2019: $34,254,192Liabilities 2019: $201,173Net Assets 2019: $34,053,0192019Assets 2020: $36,454,216Liabilities 2020: $64,5562020Assets 2021: $39,581,265Liabilities 2021: $58,348Net Assets 2021: $39,522,9172021Assets 2022: $35,594,098Liabilities 2022: $47,019Net Assets 2022: $35,547,0792022Assets 2023: $37,405,088Liabilities 2023: $33,6992023Assets 2024: $39,169,463Liabilities 2024: $23,675Net Assets 2024: $39,145,7882024

Highlighted filing

2016

Assets$27,329,926
Liabilities$488,261
Net Assets$26,841,665
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,513,7662010Revenue 2011: $1,596,409Expenses 2011: $1,697,277Net Income 2011: -$100,8682011Expenses 2012: $1,714,1572012Revenue 2013: $3,765,370Expenses 2013: $1,767,542Net Income 2013: $1,997,8282013Revenue 2014: $1,524,862Expenses 2014: $1,791,134Net Income 2014: -$266,2722014Revenue 2015: $1,276,247Expenses 2015: $1,779,720Net Income 2015: -$503,4732015Revenue 2016: $1,117,172Expenses 2016: $2,572,027Net Income 2016: -$1,454,8552016Revenue 2017: $1,957,044Expenses 2017: $1,701,485Net Income 2017: $255,5592017Revenue 2018: $2,312,525Expenses 2018: $1,606,427Net Income 2018: $706,0982018Revenue 2019: $1,678,284Expenses 2019: $1,784,685Net Income 2019: -$106,4012019Revenue 2020: $706,425Expenses 2020: $1,749,644Net Income 2020: -$1,043,2192020Revenue 2021: $3,306,803Expenses 2021: $2,085,773Net Income 2021: $1,221,0302021Revenue 2022: $2,731,515Expenses 2022: $1,800,116Net Income 2022: $931,3992022Revenue 2023: $1,288,896Expenses 2023: $2,120,023Net Income 2023: -$831,1272023Revenue 2024: $3,820,855Expenses 2024: $1,832,292Net Income 2024: $1,988,5632024

Highlighted filing

2016

Revenue$1,117,172
Expenses$2,572,027
Net Income-$1,454,855
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIELLE N GARBECEOFT$110,227$5,510$115,737
GEORGE M EDWARDSSecretary-$10,000-$10,000
ALLAN GILLESPIEDirector-$10,000-$10,000
PEGGY SANDERSONDirector-$10,000-$10,000
WILLIAM ALBEEBoard Chair-$10,000-$10,000
ROBERT L ZAGELOWDirector-$10,000-$10,000
JEAN ADAMSVice-President-$10,000-$10,000
CHUCK FULTONTreasurer-$7,500-$7,500
Filing and Contact Details

Filer

Filer Name
Sherwood Trust
EIN
91-6337526
Phone
5095292791
Address
PO BOX 1855, WALLA WALLA, WA 99362

Signing Officer

Name
Danielle N Garbe
Title
Chief Executive Officer
Phone
5095292791
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
312 NORTH 2ND AVENUE PO BOX 998, WALLA WALLA, WA 99362
Preparer
Michael a Dandrea CPA
Phone
5095251410
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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/AcquiredDt52013-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92011-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132011-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152013-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0116093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21936134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3216845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt466807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5278137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6229886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7111463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8903246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9146486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10578806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1136357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1222676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13296256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1490830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1513471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-24409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-407081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt311155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-4807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-16137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-11886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt726537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-387246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt979514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-18806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13150744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1434170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt151529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16279069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-24409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-407081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt311155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-4807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-16137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-11886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt726537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-387246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt979514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-18806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13150744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1434170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt151529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16279069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt091684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21529053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3228000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt462000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5262000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6218000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7138000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8516000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9226000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10560000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1136000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1224000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13447000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1515000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16279069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PIMCO ALL ASSET FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PIMCO ALL ASSET FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PIMCO ALL ASSET FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4JP MORGAN HIGH YIELD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5STONE HARBOR EMERGING MARKETS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VANGUARD INFLATION PROTECTED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7DODGE & COX STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PIMCO COMMODITY RELA RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9T ROWE PRICE LARGE CAP GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VANGUARD INFLATION PROTECTED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VANGUARD SMALL CAP GROWTH INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VICTORY INTEGRITY SMALL CAP VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13DODGE & COX STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14VICTORY INTEGRITY SMALL CAP VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15VANGUARD SMALL CAP GROWTH INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-286669
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1454855
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt026841665
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028296520
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt026841665
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01407016
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01407016
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01407016
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01410988
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03972
IRS990PF/DistributableAmountGrp/TotalTaxAmt03972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011903
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015875
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011903
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015875
IRS990PF/FMVAssetsEOYAmt030209848
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt09225495
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt09225495
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt013658972
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt013658972
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0375000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt011435
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt011973
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0838
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0538
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0538
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0325
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0597
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0597
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt026525938
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt025508764
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt028388686
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0125465
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0113261
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01418822
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01418822
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01418822
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01418822
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05412053
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03957198
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0476062
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0401205
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0401205
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028421985

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,329,926
Liabilities
$488,261
Net assets
$26,841,665
Revenue
$1,117,172
Expenses
$2,572,027
Net income
-$1,454,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.2$0.02$39.1$3.82$1.83$1.99
2023Summary only. Only limited summary data is available for this year.$37.4$0.03$1.29$2.12$0.83
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$0.05$35.5$2.73$1.80$0.93
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.6$0.06$39.5$3.31$2.09$1.22
2020Summary only. Only limited summary data is available for this year.$36.5$0.06$0.71$1.75$1.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.20$34.1$1.68$1.78$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.7$0.26$30.4$2.31$1.61$0.71
2017Detailed filing. Detailed filing data is available for this year.$27.4$0.32$27.1$1.96$1.70$0.26
2016Detailed filing. Detailed filing data is available for this year.$27.3$0.49$26.8$1.12$2.57$1.45
2015Detailed filing. Detailed filing data is available for this year.$28.4$0.13$28.3$1.28$1.78$0.50
2014Detailed filing. Detailed filing data is available for this year.$28.9$0.11$28.8$1.52$1.79$0.27
2013Summary only. Only limited summary data is available for this year.$29.2$0.15$3.77$1.77$2.00
2012Detailed filing. Detailed filing data is available for this year.$27.1$0.07$27.1$1.71
2011Summary only. Only limited summary data is available for this year.$28.0$0.06$1.60$1.70$0.10
2010Detailed filing. Detailed filing data is available for this year.$28.1$0.05$28.0$1.51