Civic Intelligence

The Bill Healy Foundation

990PF • Fiscal year 2014 • EIN 93-1208721

Jan 01, 2014 to Dec 31, 2014 • Filed on May 22, 2015

Organization Profile
PO Box 4525Portland, OR 97208-4525

(503) 222-1899

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

22nd percentile

$99,228

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

33rd percentile

0.5%

Faster asset growth than 33% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

62%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$30,087,711

Up $161,902 (+0.5%) from 2013

Net Assets

$30,080,672

No earlier filing loaded for comparison.

Liabilities

Up

$7,039

Up $3,194 (+83%) from 2013

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin76th percentile

Revenue

Up

$2,120,219

Up $809,082 (+62%) from 2013

Expenses

Up

$1,622,276

Up $249,636 (+18%) from 2013

Net Income

Up

$497,943

Up $559,446 (+910%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$100M$50M$0Assets 2011: $25,094,019Liabilities 2011: $3,8002011Assets 2012: $26,264,557Liabilities 2012: $3,8002012Assets 2013: $29,925,809Liabilities 2013: $3,8452013Assets 2014: $30,087,711Liabilities 2014: $7,039Net Assets 2014: $30,080,6722014Assets 2015: $29,431,007Liabilities 2015: $5,393Net Assets 2015: $29,425,6142015Assets 2016: $29,885,627Liabilities 2016: $7,942Net Assets 2016: $29,877,6852016Assets 2017: $33,416,448Liabilities 2017: $33,847Net Assets 2017: $33,382,6012017Assets 2019: $75,315,290Liabilities 2019: $2,786Net Assets 2019: $75,312,5042019Assets 2020: $74,217,590Liabilities 2020: $4,544Net Assets 2020: $74,213,0462020Assets 2021: $80,873,279Liabilities 2021: $1,981Net Assets 2021: $80,871,2982021Assets 2022: $68,865,124Liabilities 2022: $0Net Assets 2022: $68,865,1242022Assets 2023: $74,132,388Liabilities 2023: $2,340Net Assets 2023: $74,130,0482023Assets 2024: $75,265,752Liabilities 2024: $10,648Net Assets 2024: $75,255,1042024

Highlighted filing

2014

Assets$30,087,711
Liabilities$7,039
Net Assets$30,080,672
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $1,007,278Expenses 2011: $1,293,343Net Income 2011: -$286,0652011Revenue 2012: $764,833Expenses 2012: $1,430,558Net Income 2012: -$665,7252012Revenue 2013: $1,311,137Expenses 2013: $1,372,640Net Income 2013: -$61,5032013Revenue 2014: $2,120,219Expenses 2014: $1,622,276Net Income 2014: $497,9432014Revenue 2015: $2,854,745Expenses 2015: $1,604,452Net Income 2015: $1,250,2932015Revenue 2016: $1,981,719Expenses 2016: $1,696,885Net Income 2016: $284,8342016Revenue 2017: $2,099,092Expenses 2017: $1,810,010Net Income 2017: $289,0822017Revenue 2019: $32,995,412Expenses 2019: $1,968,345Net Income 2019: $31,027,0672019Revenue 2020: $1,056,038Expenses 2020: $3,278,987Net Income 2020: -$2,222,9492020Revenue 2021: $2,853,818Expenses 2021: $3,653,364Net Income 2021: -$799,5462021Revenue 2022: $2,193,379Expenses 2022: $3,789,177Net Income 2022: -$1,595,7982022Revenue 2023: $2,301,852Expenses 2023: $3,847,109Net Income 2023: -$1,545,2572023Revenue 2024: $2,266,842Expenses 2024: $4,977,607Net Income 2024: -$2,710,7652024

Highlighted filing

2014

Revenue$2,120,219
Expenses$1,622,276
Net Income$497,943
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 22, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE HALLExec DirectorFT$93,600$5,628$99,228
MARC CRAMERDirectorPT$74,000-$74,000
CAMERON HEALYChairmanPT$0--
CHRISTINE HARTDirector-$0--
TIM HEALYDirector-$0--
LANEY PATRICKDirector-$0--
SUSAN SNOWDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Bill Healy Foundation
EIN
93-1208721
Phone
5032221899
Address
PO Box 4525, Portland, OR 97208-4525

Signing Officer

Name
Marc Cramer
Title
Board Member
Phone
5032221899
Signed
2015-05-22
Discuss with paid preparer
Yes

Preparer

Firm
The Maxwell Hesse Group
Address
7929 SW 37TH AVE SUITE B, PORTLAND, OR 97219-3663
Preparer
Lori Jm Hesse
Phone
5032272263
Raw XML AppendixShowing 400 of 709 raw XML fields

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/ExcessFMVOverAdjustedBssAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt677114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt787797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8244518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9167598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10212068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt114425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt168341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt677114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt787797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8244518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9167598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10212068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt114425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt168341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6270000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7274992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81084981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9684968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10820778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1119206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14368000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161499519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Blackrock Multi Asset Income Portfolio
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1American Small Cap World Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Calvert Equity Portfolio
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3American Fundamental Investors
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Lord Abbett Bond Debenture Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5American Washington Mut Investors Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Calvert Small Cap Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7American Small Cap World Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Calvert Equity Portfolio
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9American Fundamental Investors
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10American Washington Mut Investors
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11American Washington Mut Investors
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Morgan Stanley Subordinated GLB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13American Express Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14Fedex Corp Comp Guarnt
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15Xerox Corporation
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CP Ford Motor Cred
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0801861
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0789095
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0497943
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0361126
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt021891
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt030441798
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt029921964
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt030080672
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01254401
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01254401
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01254401
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01280705
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt026304
IRS990PF/DistributableAmountGrp/TotalTaxAmt026304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt026847
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt026304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-26847
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt026304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt026304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt026847
IRS990PF/FMVAssetsEOYAmt030087711
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0267667
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0267667
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt029654297
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt029813005
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06255
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt010630
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010630
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05372996
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04158125
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04158125
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt019779646
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020784186
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt020784186
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt015649
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0285448
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0270364
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0269799
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0269799
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06578
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt029474
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt029474
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02493361
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0999527
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0999527
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03845
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt07039
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01720177
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt02931682
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt02931682
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0276432
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0904288
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0904288
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt029925809
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt030087711
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt030087711
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03845
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt07039
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt029925809
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt030087711
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt029921964
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt030080672
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt026004165
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01346963
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt022698943
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0390062
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01958259
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01280705
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt025614103
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt026004165

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$30,087,711
Liabilities
$7,039
Net assets
$30,080,672
Revenue
$2,120,219
Expenses
$1,622,276
Net income
$497,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$75.3$0.01$75.3$2.27$4.98$2.71
2023Detailed filing. Detailed filing data is available for this year.$74.1$0.00$74.1$2.30$3.85$1.55
2022Detailed filing. Detailed filing data is available for this year.$68.9$0.00$68.9$2.19$3.79$1.60
2021Detailed filing. Detailed filing data is available for this year.$80.9$0.00$80.9$2.85$3.65$0.80
2020Detailed filing. Detailed filing data is available for this year.$74.2$0.00$74.2$1.06$3.28$2.22
2019Detailed filing. Detailed filing data is available for this year.$75.3$0.00$75.3$33.0$1.97$31.0
2017Detailed filing. Detailed filing data is available for this year.$33.4$0.03$33.4$2.10$1.81$0.29
2016Detailed filing. Detailed filing data is available for this year.$29.9$0.01$29.9$1.98$1.70$0.28
2015Detailed filing. Detailed filing data is available for this year.$29.4$0.01$29.4$2.85$1.60$1.25
2014Detailed filing. Detailed filing data is available for this year.$30.1$0.01$30.1$2.12$1.62$0.50
2013Summary only. Only limited summary data is available for this year.$29.9$0.00$1.31$1.37$0.06
2012Summary only. Only limited summary data is available for this year.$26.3$0.00$0.76$1.43$0.67
2011Summary only. Only limited summary data is available for this year.$25.1$0.00$1.01$1.29$0.29