Civic Intelligence

Vigilant

990 • Fiscal year 2019 • EIN 93-0496390

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 20, 2020

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

25th percentile

0.10x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.22x

Higher debt load relative to revenue than 34% of similar nonprofits.

2019 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2019

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

73rd percentile

$538,286

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2019 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2019

Asset Growth

57th percentile

9.0%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

2.8%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$12,390,775

Up $1,018,636 (+9.0%) from 2018

Net Assets

Up

$11,192,069

Up $878,267 (+8.5%) from 2018

Liabilities

Up

$1,198,706

Up $140,369 (+13%) from 2018

Revenue

Up

$5,383,490

Up $147,022 (+2.8%) from 2018

Expenses

Up

$4,659,559

Up $100,629 (+2.2%) from 2018

Net Income

Up

$723,931

Up $46,393 (+6.8%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$12,390,775
Liabilities$1,198,706
Net Assets$11,192,069

Operations Trend

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

2019

Revenue$5,383,490
Expenses$4,659,559
Net Income$723,931
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 20, 2020
Return Version
2019v5.1
Gross Receipts
$5,577,759
Mission and Program Overview

Mission

To promote the western u.s. Manufacturing industry by assisting its members in providing safe, fulfilling, legally compliant and productive work environments.

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$10,313,802$11,192,069▲ $878,267
Land, Buildings, and Equipment, Net$5,976,481$5,790,523▼ $185,958
Investments Other Securities$1,838,618$2,846,548▲ $1,007,930
Cash and Non-Interest-Bearing Accounts$851,721$1,159,225▲ $307,504
Prepaid Expenses and Deferred Charges$245,244$257,758▲ $12,514
Accounts Receivable$333,985$218,035▼ $115,950
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$11,372,139$12,390,775▲ $1,018,636
Other Assets Total$2,118,740$2,111,336▼ $7,404
Liabilities
Accounts Payable and Accrued Expenses$678,948$751,851▲ $72,903
Other Liabilities$274,901$346,865▲ $71,964
Deferred Revenue$104,488$99,990▼ $4,498
Total Liabilities$1,058,337$1,198,706▲ $140,369
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,313,802$11,192,069▲ $878,267
Total Liabilities and Net Assets / Fund Balance$11,372,139$12,390,775▲ $1,018,636

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,655,572$3,768,251-
Land$988,596--
Equipment$146,355$1,269,528-
Other Assets Org$58,403--
Other Securities$271,618--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Derek GlosPresidentPT$141,379$127,764$269,143
Diane BuismanVP, Member ServiceFT$163,269$51,264$214,533
Jodi SlavikEmployment AttorneyFT$131,994$46,905$178,899
Brandon DionCFOPT$100,501$73,684$174,185
Karen DavisSenior Employment AttorneyPT$112,756$42,045$154,801
LINDA O'NEILLVP, Strategic ServicesPT$87,073$57,190$144,263
Rodger GlosChair, Benefit Plans-$13,043$9,066$22,109
Dan BeatyVP-$8,562$3,167$11,729

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
$4,941,350
Program Service Revenue
$0
Investment Income
$103,056
Other Revenue
$339,084
Change in Net Assets
$723,931

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,383,490
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$451,590
Total Revenue per Audited Statements
$5,835,080
Total Revenue per Form 990
$5,383,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,666,254
Other Expenses$993,305
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,774,037--$1,774,037
Current Officers, Directors, Trustees, and Key Employees$982,756--$982,756
Pension Plan Contributions$366,497--$366,497
Other Employee Benefits$320,689--$320,689
Payroll Taxes$222,275--$222,275
All Other Expenses$221,861--$221,861
Depreciation Depletion$184,797--$184,797
Advertising$86,769--$86,769
Other Expenses$63,127--$63,127
Insurance$54,443--$54,443
Information Technology$48,602--$48,602
Conferences and Meetings$46,074--$46,074
Fees for Services Legal$41,955--$41,955
Fees for Services Accounting$41,811--$41,811
Travel$41,656--$41,656
Fees for Services Other$14,841--$14,841
Total Functional Expenses$4,659,559$0$0$4,659,559

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,956,813
Expenses per Audited Statements$4,659,559
Total Expenses per Form 990$4,659,559
Expenses Not Reported on Form 990$297,254
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$361,814
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
457 Deferred Comp Payable$346,865
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 35% controlled entity
No
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
2020-04-20
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
Saskia Vervloet
Phone
5032210141
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Other book/tax adjustments -105,741.

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 194,269. Deferred revenue adjustment 4,498. Receivable rent adjustment -7,254.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Accrued vacation adjustment 9,534. Deferred compensation adjustment 71,964. Depreciation adjustment -713. Nondeductible meals and entertainment 22,200. Rental expenses netted against rental revenue 194,269.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12237393
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13148303
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1418091
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt159646
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16123503
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17144677
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18120755
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19180390
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/ReportableCompFromRltdOrgAmt12237393
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13148302
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14343723
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15183271
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1636890
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt177615
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18112596
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt194058
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/TitleTxt15VP
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/GrossReceiptsAmt05577759
IRS990/GrossRentsGrp/RealAmt0533353
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt048602
IRS990/InformationTechnologyGrp/TotalAmt048602
IRS990/InsuranceGrp/ProgramServicesAmt054443
IRS990/InsuranceGrp/TotalAmt054443
IRS990/IntangibleAssetsGrp/BOYAmt07350
IRS990/IntangibleAssetsGrp/EOYAmt07350
IRS990/InvestmentIncomeGrp/ExclusionAmt0103056
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0103056
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01838618
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02846548
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05037779
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05976481
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05790523
IRS990/LandBldgEquipCostOrOtherBssAmt010828302
IRS990/LegalDomicileStateCd0OR
IRS990/LessRentalExpensesGrp/RealAmt0194269
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt04941350
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/NetAssetsOrFundBalancesBOYAmt010313802
IRS990/NetAssetsOrFundBalancesEOYAmt011192069
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0339556
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0339084
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-472
IRS990/NetUnrelatedBusTxblIncmAmt0-472
IRS990/NetUnrlzdGainsLossesInvstAmt0260077
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02118740
IRS990/OtherAssetsTotalGrp/EOYAmt02111336
IRS990/OtherChangesInNetAssetsAmt0-105741
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0320689
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0320689
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS TAX
IRS990/OtherExpensesGrp/Desc1TAXES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3BUILDING MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt0160
IRS990/OtherExpensesGrp/ProgramServicesAmt178615
IRS990/OtherExpensesGrp/ProgramServicesAmt268594
IRS990/OtherExpensesGrp/ProgramServicesAmt363127
IRS990/OtherExpensesGrp/TotalAmt0160
IRS990/OtherExpensesGrp/TotalAmt178615
IRS990/OtherExpensesGrp/TotalAmt268594
IRS990/OtherExpensesGrp/TotalAmt363127
IRS990/OtherLiabilitiesGrp/BOYAmt0274901
IRS990/OtherLiabilitiesGrp/EOYAmt0346865
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01774037
IRS990/OtherSalariesAndWagesGrp/TotalAmt01774037
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0222275
IRS990/PayrollTaxesGrp/TotalAmt0222275
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0366497
IRS990/PensionPlanContributionsGrp/TotalAmt0366497
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0245244
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0257758
IRS990/PrincipalOfficerNm0DEREK GLOS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04811094
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt074192
IRS990/PYOtherExpensesAmt0966745
IRS990/PYOtherRevenueAmt0351182
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0677538
IRS990/PYSalariesCompEmpBnftPaidAmt03592185
IRS990/PYTotalExpensesAmt04558930
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05236468
IRS990/ReconcilationRevenueExpnssAmt0723931
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt0339084
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04655572
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03768251
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt08423823
IRS990ScheduleD/EquipmentGrp/BookValueAmt0146355
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01269528
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01415883
IRS990ScheduleD/ExpensesNotReportedAmt0297254
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04659559
IRS990ScheduleD/LandGrp/BookValueAmt0988596
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0988596
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0260077
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02036006
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt116927
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt258403
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN SUBSIDIARY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INCOME TAX RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RENT RECEIVABLE
IRS990ScheduleD/OtherExpensesIncludedAmt0297254
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0346865
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0457 DEFERRED COMP PAYABLE
IRS990ScheduleD/OtherRevenueAmt0191513
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0277856
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1821498
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2284849
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3209034
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4566261
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5206639
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6208793
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7271618
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ARTISAN INTERNATIONAL FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1DODGE AND COX INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2DODGE AND COX INTERNATIONAL FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3DODGE AND COX STOCK FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4PIMCO
IRS990ScheduleD/OtherSecuritiesGrp/Desc5VANGUARD EXTENDED MARKET INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc6VANGUARD GROWTH INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc7VANGUARD MARKET INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$12.4$1.20$11.2$5.38$4.66$0.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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