Civic Intelligence

Vigilant

990 • Fiscal year 2018 • EIN 93-0496390

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 03, 2019

Organization ProfileWWW.VIGILANTCOUNSEL.ORG

View Organization Page

6825 SW Sandburg StreetTigard, OR 97223

(503) 620-1710

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.09x

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

2018 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

32nd percentile

0.20x

Higher debt load relative to revenue than 32% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2018

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$429,123

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2018

Asset Growth

64th percentile

6.3%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

4.4%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$11,372,139

Up $676,419 (+6.3%) from 2017

Net Assets

Up

$10,313,802

Up $417,674 (+4.2%) from 2017

Liabilities

Up

$1,058,337

Up $258,745 (+32%) from 2017

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin74th percentile

Revenue

Up

$5,236,468

Up $218,717 (+4.4%) from 2017

Expenses

Up

$4,558,930

Up $18,413 (+0.4%) from 2017

Net Income

Up

$677,538

Up $200,304 (+42%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $11,000,484Liabilities 2010: $1,079,375Net Assets 2010: $9,921,1092010Assets 2011: $11,379,254Liabilities 2011: $1,163,842Net Assets 2011: $10,215,4122011Assets 2012: $11,462,453Liabilities 2012: $1,117,192Net Assets 2012: $10,345,2612012Assets 2013: $11,704,644Liabilities 2013: $1,389,107Net Assets 2013: $10,315,5372013Assets 2014: $10,502,841Liabilities 2014: $1,547,423Net Assets 2014: $8,955,4182014Assets 2015: $9,617,043Liabilities 2015: $346,720Net Assets 2015: $9,270,3232015Assets 2016: $10,123,277Liabilities 2016: $601,770Net Assets 2016: $9,521,5072016Assets 2017: $10,695,720Liabilities 2017: $799,592Net Assets 2017: $9,896,1282017Assets 2018: $11,372,139Liabilities 2018: $1,058,337Net Assets 2018: $10,313,8022018Assets 2019: $12,390,775Liabilities 2019: $1,198,706Net Assets 2019: $11,192,0692019Assets 2020: $12,333,745Liabilities 2020: $822,731Net Assets 2020: $11,511,0142020Assets 2021: $13,308,982Liabilities 2021: $971,394Net Assets 2021: $12,337,5882021Assets 2022: $12,840,188Liabilities 2022: $832,916Net Assets 2022: $12,007,2722022Assets 2023: $14,054,576Liabilities 2023: $973,647Net Assets 2023: $13,080,9292023Assets 2024: $14,465,992Liabilities 2024: $999,411Net Assets 2024: $13,466,5812024Assets 2025: $15,273,763Liabilities 2025: $1,103,159Net Assets 2025: $14,170,6042025

Highlighted filing

2018

Assets$11,372,139
Liabilities$1,058,337
Net Assets$10,313,802
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $3,613,199Expenses 2010: $3,232,742Net Income 2010: $380,4572010Expenses 2011: $3,177,6892011Expenses 2012: $3,520,6632012Revenue 2013: $3,842,565Expenses 2013: $3,906,846Net Income 2013: -$64,2812013Revenue 2014: $4,670,011Expenses 2014: $5,448,511Net Income 2014: -$778,5002014Revenue 2015: $4,460,340Expenses 2015: $5,194,335Net Income 2015: -$733,9952015Revenue 2016: $4,548,209Expenses 2016: $4,218,106Net Income 2016: $330,1032016Revenue 2017: $5,017,751Expenses 2017: $4,540,517Net Income 2017: $477,2342017Revenue 2018: $5,236,468Expenses 2018: $4,558,930Net Income 2018: $677,5382018Revenue 2019: $5,383,490Expenses 2019: $4,659,559Net Income 2019: $723,9312019Revenue 2020: $5,284,021Expenses 2020: $5,215,547Net Income 2020: $68,4742020Revenue 2021: $5,892,998Expenses 2021: $5,090,155Net Income 2021: $802,8432021Revenue 2022: $5,776,682Expenses 2022: $5,457,455Net Income 2022: $319,2272022Revenue 2023: $6,015,311Expenses 2023: $5,430,866Net Income 2023: $584,4452023Revenue 2024: $6,341,088Expenses 2024: $5,972,132Net Income 2024: $368,9562024Revenue 2025: $6,514,239Expenses 2025: $6,115,762Net Income 2025: $398,4772025

Highlighted filing

2018

Revenue$5,236,468
Expenses$4,558,930
Net Income$677,538
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 3, 2019
Return Version
2018v3.1
Gross Receipts
$5,450,907
Mission and Program Overview

Mission

Provide assistance to employers in the areas of employee relations, employer-employee relations, safety, employee communications, and collective bargaining.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$9,896,128$10,313,802▲ $417,674
Land, Buildings, and Equipment, Net$6,013,815$5,976,481▼ $37,334
Investments Other Securities$1,432,839$1,838,618▲ $405,779
Cash and Non-Interest-Bearing Accounts$710,475$851,721▲ $141,246
Accounts Receivable$235,605$333,985▲ $98,380
Prepaid Expenses and Deferred Charges$175,251$245,244▲ $69,993
Intangible Assets$7,350$7,350→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$10,695,720$11,372,139▲ $676,419
Other Assets Total$2,120,385$2,118,740▼ $1,645
Liabilities
Accounts Payable and Accrued Expenses$471,483$678,948▲ $207,465
Other Liabilities$237,024$274,901▲ $37,877
Deferred Revenue$91,085$104,488▲ $13,403
Total Liabilities$799,592$1,058,337▲ $258,745
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,896,128$10,313,802▲ $417,674
Total Liabilities and Net Assets / Fund Balance$10,695,720$11,372,139▲ $676,419

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,875,343$3,548,480-
Land$988,596--
Equipment$112,542$1,294,898-
Other Assets Org$65,657--
Other Securities$209,188--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Derek GlosPresidentPT$132,598$81,964$214,562
Trish LeimbachWORKERS' COMP DIRECTOR-$126,022$56,315$182,337
Brandon DionCFOPT$120,149$44,595$164,744
Karen DavisSenior Employment AttorneyPT$117,468$39,878$157,346
Diane BuismanVP, Member ServiceFT$106,329$49,306$155,635
LINDA O'NEILLVP, Strategic ServicesPT$85,991$40,891$126,882
Rodger GlosChair, Benefit Plans-$21,257$11,396$32,653
Jodi SlavikEmployment AttorneyFT$13,671$4,128$17,799

Board Members and Trustees

NameTitle
Bj LouwsDirector
Brian NarramoreDirector
James BobstDirector
Joe BrimhallDirector
John Murphy JrDirector
Ken LagrandeDirector
Marsha DeeDirector
Mike MillerDirector
Mitch KarpDirector
Ryan AyresDirector
Scott VipondDirector
Tony JaegelDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$4,811,094
Program Service Revenue
$0
Investment Income
$74,192
Other Revenue
$351,182
Change in Net Assets
$677,538

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,236,468
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$33,106
Total Revenue per Audited Statements
$5,269,574
Total Revenue per Form 990
$5,236,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,592,185
Other Expenses$966,745
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,823,983--$1,823,983
Current Officers, Directors, Trustees, and Key Employees$880,739--$880,739
Pension Plan Contributions$356,411--$356,411
Other Employee Benefits$316,260--$316,260
All Other Expenses$245,502--$245,502
Payroll Taxes$214,792--$214,792
Depreciation Depletion$165,118--$165,118
Advertising$111,527--$111,527
Other Expenses$62,653--$62,653
Insurance$53,565--$53,565
Travel$47,586--$47,586
Information Technology$40,502--$40,502
Conferences and Meetings$36,857--$36,857
Fees for Services Accounting$33,549--$33,549
Fees for Services Other$17,244--$17,244
Fees for Services Legal$1,013--$1,013
Total Functional Expenses$4,558,930$0$0$4,558,930

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,851,900
Expenses per Audited Statements$4,558,930
Total Expenses per Form 990$4,558,930
Expenses Not Reported on Form 990$292,970
Expenses Not Reported on Financial Statements$0
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Rodger GlosFather of OfficerW-2 WagesNo$316,427
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
457 Deferred Comp Payable$274,901
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“As an association comprised of many separate businesses, the directors and trustees regularly conduct business with one another.”

Form 990, Part VI, Section A, Line 6

“Vigilant members are primarily manufacturing based companies in oregon, washington, and northern california.”

Form 990, Part VI, Section A, Line 7A

“The organization's members participate in the election of the governing body.”

Form 990, Part VI, Section A, Line 7B

“Decisions made by the governing body that require approval by the organization's members are submitted to the members for ratification in accordance with the organization's governing agreements.”

Form 990, Part VI, Section B, Line 11B

“A representative from the organization discusses questions relating to the 990 with the organization's accountants during the preparation of the returns. The president and chief financial officer review the form 990 when it is completed and discusses any comments and questions with the accountants before the return is filed.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors, and key employees are required to disclose interests that could give rise to conflicts through annual written surveys.”

Form 990, Part VI, Section B, Line 15

“Information is gathered from compensation studies, other trade organizations, industry publications and other sources for presentation to a compensation committee, which approves executive compensation.”

Form 990, Part VI, Section C, Line 19

“Valid requests for copies of the organization's form 990 and application for exemption are provided via mail to the general public.”

Filing and Contact Details

Filer

Filer Name
Vigilant
EIN
93-0496390
Phone
5036201710
Address
6825 SW SANDBURG STREET, TIGARD, OR 97223

Signing Officer

Name
Derek Glos
Title
President
Phone
5036201710
Signed
2019-06-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Derek Glos
Formed
1960
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
53
Volunteers
9

Preparer

Firm
Geffen Mesher & Co Pc
Address
888 SW 5TH AVE SUITE 800, PORTLAND, OR 97204
Preparer
Richard L Hawkins
Phone
5032210141
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Other book/tax adjustments -93,429.”

FORM 990, PART XII, LINE 2C:

“No changes to process from prior year.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses netted against rental revenue 214,439. Deferred revenue adjustment -13,403. Receivable rent adjustment -1,495.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Accrued vacation adjustment 26,255. Deferred compensation adjustment 37,877. Depreciation adjustment 4,223. Nondeductible meals and entertainment 12,435. Rental expenses netted against rental revenue 214,439. Bad debt adjustment -2,259.”

Raw XML AppendixShowing 400 of 714 raw XML fields

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IRS990/Form990PartVIISectionAGrp/PersonNm4TONY JAEGEL
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IRS990/Form990PartVIISectionAGrp/PersonNm11RYAN AYRES
IRS990/Form990PartVIISectionAGrp/PersonNm12DEREK GLOS
IRS990/Form990PartVIISectionAGrp/PersonNm13BRANDON DION
IRS990/Form990PartVIISectionAGrp/PersonNm14RODGER GLOS
IRS990/Form990PartVIISectionAGrp/PersonNm15TRISH LEIMBACH
IRS990/Form990PartVIISectionAGrp/PersonNm16KAREN DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm17JODI SLAVIK
IRS990/Form990PartVIISectionAGrp/PersonNm18LINDA O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm19DIANE BUISMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12190168
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13136168
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1426369
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15150762
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16126772
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1714745
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18106663
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19129092
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12190167
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1381701
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14290058
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1526891
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1626891
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17132712
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1896505
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1918442
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIR, BENEFIT PLANS
IRS990/Form990PartVIISectionAGrp/TitleTxt15WORKERS' COMP DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16SENIOR EMPLOYMENT ATTORNEY
IRS990/Form990PartVIISectionAGrp/TitleTxt17EMPLOYMENT ATTORNEY
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP, STRATEGIC SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP, MEMBER SERVICE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05450907
IRS990/GrossRentsGrp/RealAmt0565621
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt040502
IRS990/InformationTechnologyGrp/TotalAmt040502
IRS990/InsuranceGrp/ProgramServicesAmt053565
IRS990/InsuranceGrp/TotalAmt053565
IRS990/IntangibleAssetsGrp/BOYAmt07350
IRS990/IntangibleAssetsGrp/EOYAmt07350
IRS990/InvestmentIncomeGrp/ExclusionAmt074192
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt074192
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01432839
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01838618
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04843378
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06013815
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05976481
IRS990/LandBldgEquipCostOrOtherBssAmt010819859
IRS990/LegalDomicileStateCd0OR
IRS990/LessRentalExpensesGrp/RealAmt0214439
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt04811094
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE ASSISTANCE TO EMPLOYERS IN THE AREAS OF EMPLOYEE RELATIONS, EMPLOYER-EMPLOYEE RELATIONS, SAFETY, EMPLOYEE COMMUNICATIONS, AND COLLECTIVE BARGAINING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09896128
IRS990/NetAssetsOrFundBalancesEOYAmt010313802
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0359302
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0351182
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-8120
IRS990/NetUnrelatedBusTxblIncmAmt0-8120
IRS990/NetUnrlzdGainsLossesInvstAmt0-166435
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02120385
IRS990/OtherAssetsTotalGrp/EOYAmt02118740
IRS990/OtherChangesInNetAssetsAmt0-93429
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0316260
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0316260
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS TAX
IRS990/OtherExpensesGrp/Desc1TAXES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3BUILDING MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt0160
IRS990/OtherExpensesGrp/ProgramServicesAmt180731
IRS990/OtherExpensesGrp/ProgramServicesAmt270738
IRS990/OtherExpensesGrp/ProgramServicesAmt362653
IRS990/OtherExpensesGrp/TotalAmt0160
IRS990/OtherExpensesGrp/TotalAmt180731
IRS990/OtherExpensesGrp/TotalAmt270738
IRS990/OtherExpensesGrp/TotalAmt362653
IRS990/OtherLiabilitiesGrp/BOYAmt0237024
IRS990/OtherLiabilitiesGrp/EOYAmt0274901
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01823983
IRS990/OtherSalariesAndWagesGrp/TotalAmt01823983
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0214792
IRS990/PayrollTaxesGrp/TotalAmt0214792
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0356411
IRS990/PensionPlanContributionsGrp/TotalAmt0356411
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0175251
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0245244
IRS990/PrincipalOfficerNm0DEREK GLOS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04626292
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt083389
IRS990/PYOtherExpensesAmt01117040
IRS990/PYOtherRevenueAmt0308070
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0477234
IRS990/PYSalariesCompEmpBnftPaidAmt03423477
IRS990/PYTotalExpensesAmt04540517
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05017751
IRS990/ReconcilationRevenueExpnssAmt0677538
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt0351182
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04875343
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03548480
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt08423823
IRS990ScheduleD/EquipmentGrp/BookValueAmt0112542
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01294898
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01407440
IRS990ScheduleD/ExpensesNotReportedAmt0292970
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04558930
IRS990ScheduleD/LandGrp/BookValueAmt0988596
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0988596
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-166435
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02036006
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt117077
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt265657
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN SUBSIDIARY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INCOME TAX RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RENT RECEIVABLE
IRS990ScheduleD/OtherExpensesIncludedAmt0292970
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0274901
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0457 DEFERRED COMP PAYABLE
IRS990ScheduleD/OtherRevenueAmt0199541
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0163979
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1582652
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2161955
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3117291
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4375195
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5113049
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6115309
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7209188
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ARTISAN INTERNATIONAL FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1DODGE AND COX INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2DODGE AND COX INTERNATIONAL FUND

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,372,139
Liabilities
$1,058,337
Net assets
$10,313,802
Revenue
$5,236,468
Expenses
$4,558,930
Net income
$677,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.3$1.10$14.2$6.51$6.12$0.40
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$1.00$13.5$6.34$5.97$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.97$13.1$6.02$5.43$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.83$12.0$5.78$5.46$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.97$12.3$5.89$5.09$0.80
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.82$11.5$5.28$5.22$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$1.20$11.2$5.38$4.66$0.72
2018Detailed filing. Detailed filing data is available for this year.$11.4$1.06$10.3$5.24$4.56$0.68
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.80$9.90$5.02$4.54$0.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.60$9.52$4.55$4.22$0.33
2015Detailed filing. Detailed filing data is available for this year.$9.62$0.35$9.27$4.46$5.19$0.73
2014Detailed filing. Detailed filing data is available for this year.$10.5$1.55$8.96$4.67$5.45$0.78
2013Detailed filing. Detailed filing data is available for this year.$11.7$1.39$10.3$3.84$3.91$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$1.12$10.3$3.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$1.16$10.2$3.18
2010Summary only. Only limited summary data is available for this year.$11.0$1.08$9.92$3.61$3.23$0.38