Civic Intelligence

Rose Villa Foundation Inc.

990 • Fiscal year 2014 • EIN 93-6023450

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization Profilewww.rosevilla.org
13505 SE River RoadPortland, OR 97222

(503) 652-3280

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

25th percentile

0.02x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

97th percentile

78%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

87th percentile

$174,230

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 31.6% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

61st percentile

5.4%

Faster asset growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-13%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$4,380,957

Up $223,437 (+5.4%) from 2013

Net Assets

Up

$4,369,263

Up $243,315 (+5.9%) from 2013

Liabilities

Down

$11,694

Down $19,878 (-63%) from 2013

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Down

$551,137

Down $85,994 (-13%) from 2013

Expenses

Down

$119,827

Down $74,739 (-38%) from 2013

Net Income

Down

$431,310

Down $11,255 (-2.5%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$10M$5.0M$0Assets 2010: $3,279,158Liabilities 2010: $28,776Net Assets 2010: $3,250,3822010Assets 2011: $3,380,777Liabilities 2011: $47,965Net Assets 2011: $3,332,8122011Assets 2012: $3,600,060Liabilities 2012: $19,175Net Assets 2012: $3,580,8852012Assets 2013: $4,157,520Liabilities 2013: $31,572Net Assets 2013: $4,125,9482013Assets 2014: $4,380,957Liabilities 2014: $11,694Net Assets 2014: $4,369,2632014Assets 2015: $4,279,062Liabilities 2015: $33,114Net Assets 2015: $4,245,9482015Assets 2016: $4,629,380Liabilities 2016: $38,169Net Assets 2016: $4,591,2112016Assets 2017: $5,456,840Liabilities 2017: $58,140Net Assets 2017: $5,398,7002017Assets 2018: $5,162,294Liabilities 2018: $92,583Net Assets 2018: $5,069,7112018Assets 2019: $6,161,790Liabilities 2019: $103,270Net Assets 2019: $6,058,5202019Assets 2020: $6,613,459Liabilities 2020: $84,708Net Assets 2020: $6,528,7512020Assets 2021: $7,627,213Liabilities 2021: $76,163Net Assets 2021: $7,551,0502021Assets 2022: $6,671,494Liabilities 2022: $94,057Net Assets 2022: $6,577,4372022Assets 2023: $7,509,140Liabilities 2023: $120,959Net Assets 2023: $7,388,1812023Assets 2024: $8,222,009Liabilities 2024: $475,184Net Assets 2024: $7,746,8252024

Highlighted filing

2014

Assets$4,380,957
Liabilities$11,694
Net Assets$4,369,263
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $343,075Expenses 2010: $388,528Net Income 2010: -$45,4532010Revenue 2011: $667,452Expenses 2011: $270,048Net Income 2011: $397,4042011Expenses 2012: $283,7332012Revenue 2013: $637,131Expenses 2013: $194,566Net Income 2013: $442,5652013Revenue 2014: $551,137Expenses 2014: $119,827Net Income 2014: $431,3102014Revenue 2015: $177,714Expenses 2015: $122,004Net Income 2015: $55,7102015Revenue 2016: $279,347Expenses 2016: $155,977Net Income 2016: $123,3702016Revenue 2017: $679,787Expenses 2017: $177,758Net Income 2017: $502,0292017Revenue 2018: $430,319Expenses 2018: $167,289Net Income 2018: $263,0302018Revenue 2019: $382,485Expenses 2019: $162,922Net Income 2019: $219,5632019Revenue 2020: $559,694Expenses 2020: $163,695Net Income 2020: $395,9992020Revenue 2021: $673,410Expenses 2021: $132,874Net Income 2021: $540,5362021Revenue 2022: $767,486Expenses 2022: $230,625Net Income 2022: $536,8612022Revenue 2023: $441,588Expenses 2023: $360,148Net Income 2023: $81,4402023Revenue 2024: $745,459Expenses 2024: $701,215Net Income 2024: $44,2442024

Highlighted filing

2014

Revenue$551,137
Expenses$119,827
Net Income$431,310
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$581,900
Mission and Program Overview

Mission

The Rose Villa Foundation supports independence, advances well-being, empowers senior residents,and inspires our community to build a better future for all generations.

To provide for payment on behalf of residents of Rose Villa for occupancy, medical or other services when they no longer have the resources through no fault of their own.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,106,750$4,351,715▲ $244,965
Cash and Non-Interest-Bearing Accounts$48,895$27,340▼ $21,555
Prepaid Expenses and Deferred Charges-$1,536-
Accounts Receivable$1,875$366▼ $1,509
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,157,520$4,380,957▲ $223,437
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$31,572$11,694▼ $19,878
Total Liabilities$31,572$11,694▼ $19,878
Net Assets / Fund Balance
Unrestricted Net Assets$4,125,948$4,369,263▲ $243,315
Total Net Assets Fund Balance$4,125,948$4,369,263▲ $243,315
Total Liabilities and Net Assets / Fund Balance$4,157,520$4,380,957▲ $223,437

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,106,750$179,245▲ $214,660-$4,351,715
2013$3,562,517$165,854▲ $584,709-$4,106,750
2012$3,265,739$112,923▲ $425,818-$3,562,517
2011$3,279,158$360,244▼ $84,159-$3,265,739
2010$3,071,109$134,399▲ $463,626-$3,279,158
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Judie HansenPresident
Don HolznagelDirector
Kay SchmerberDirector
Kayla CarruthDirector
Margaret HamiltonDirector
Mo WeathersDirector
Nicole DeeringDirector
Stan JacksonDirector
Stephen WeislogelSecretary
Vassar ByrdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$175,155
Program Service Revenue
$0
Investment Income
$402,655
Other Revenue
$-26,673
All Other Contributions
$73,757
Change in Net Assets
$431,310

Audited Revenue Reconciliation

Revenue per Audited Statements
$506,609
Revenue Not Reported on Financial Statements
$44,528
Revenue Not Reported on Form 990
$-187,995
Other Revenue Adjustments
$44,528
Total Revenue per Audited Statements
$318,614
Total Revenue per Form 990
$551,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,489
Total Fundraising Expense$29,219
Grants and Similar Amounts Paid$18,338
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$44,528-$44,528
Grants to Domestic Orgs$18,338--$18,338
Fees for Services Accounting-$14,700-$14,700
Fees for Services Other--$8,110$8,110
Other Expenses-$1,659$20,400$1,659
Office Expenses-$804$709$1,513
All Other Expenses-$1,318-$1,318
Insurance-$1,200-$1,200
Total Functional Expenses$18,338$72,270$29,219$119,827

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$119,827
Expenses per Audited Statements$75,299
Total Expenses per Audited Statements$75,299
Expenses Not Reported on Financial Statements$44,528
Other Expense Adjustments$44,528
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rose Villa IncPortland, OR501(c)(3)Financial assistance for residents$17,420
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$30,763
Fundraising Gross Income$1,775
Gaming Gross Income$230
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$84,540$1,775$9,056$-7,281
Total Events$84,540$1,775$26,364$-24,589
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 draft is sent to the board for their review and comments, with 3-5 business days allowed for questions/comments/etc. The CFO is available for discussion and questions that board members may raise.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request at the organization's place of business.”

Filing and Contact Details

Filer

Filer Name
Rose Villa Foundation Inc
EIN
93-6023450
Phone
5036523280
Address
13505 SE River Road, Portland, OR 97222

Signing Officer

Name
Vassar Byrd
Title
Treasurer
Signed
2015-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vassar Byrd
Formed
1964
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
45

Preparer

Firm
Hansen Hunter & Co PC
Address
8930 SW Gemini Drive, Beaverton, OR 97008
Preparer
Cynthia J Heuberger
Phone
5032442134
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The auditors were selected by the full board of directors. The audit report is presented to and approved and accepted by the full board of directors.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The earnings and growth from the quasi-endowment fund is used for charitable purposes to benefit residents of Rose Villa Inc.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Investment Expenses netted with revenue $44528”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Investment Expenses netted with revenue $44528”

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IRS990/MissionDesc0To provide for payment on behalf of residents of Rose Villa for occupancy, medical or other service fees, or any other fees in connection with residency in Rose Villa, if such resident is unable to pay because of financial need.
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-28988
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-28988
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0230
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0230
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IRS990/NoncashContributionsAmt024897
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IRS990/OfficeExpensesGrp/TotalAmt01513
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Development services
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Taxes and fees
IRS990/OtherExpensesGrp/Desc3BOARD EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt020400
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12292
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22169
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31659
IRS990/OtherExpensesGrp/TotalAmt024000
IRS990/OtherExpensesGrp/TotalAmt12292
IRS990/OtherExpensesGrp/TotalAmt22169
IRS990/OtherExpensesGrp/TotalAmt31659
IRS990/OtherRevenueMiscGrp/BusinessCd0212399
IRS990/OtherRevenueMiscGrp/Desc0Mineral Rights Lease
IRS990/OtherRevenueMiscGrp/ExclusionAmt02085
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IRS990/OtherRevenueTotalAmt02085
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01536
IRS990/PrincipalOfficerNm0Vassar Byrd
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0157068
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0114136
IRS990/PYInvestmentIncomeAmt0482211
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt080430
IRS990/PYOtherRevenueAmt0-2148
IRS990/PYRevenuesLessExpensesAmt0442565
IRS990/PYTotalExpensesAmt0194566
IRS990/PYTotalRevenueAmt0637131
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0431310
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt013561
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt087318
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt088586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075311
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0361639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0129054
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0741908
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt093420
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0102397
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt093219
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt082616
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0197373
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0569025
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt091927
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt077268
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt037612
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt043832
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt021345
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0271984
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.46870
IRS990ScheduleA/PublicSupportPY170Pct00.54730
IRS990ScheduleA/PublicSupportTotal170Amt0741908
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt087318
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt075311
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0361639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0129054
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0741908
IRS990ScheduleA/TotalSupportAmt01582917
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0130602
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04106750
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0179245
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04351715
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt018338
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0214660
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt092194
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03562517
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0165854
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04106750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0114136
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0584709
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt026483
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03265739
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0112923
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03562517
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0215480
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0425818
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt075598
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03279158
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0360244
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03265739
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0213906
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-84159
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt044918
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03071109
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0134399
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03279158
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0345058
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0463626
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt044528
IRS990ScheduleD/ExpensesSubtotalAmt075299
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-187995

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,380,957
Liabilities
$11,694
Net assets
$4,369,263
Revenue
$551,137
Expenses
$119,827
Net income
$431,310
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.22$0.48$7.75$0.75$0.70$0.04
2023Detailed filing. Detailed filing data is available for this year.$7.51$0.12$7.39$0.44$0.36$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.67$0.09$6.58$0.77$0.23$0.54
2021Detailed filing. Detailed filing data is available for this year.$7.63$0.08$7.55$0.67$0.13$0.54
2020Detailed filing. Detailed filing data is available for this year.$6.61$0.08$6.53$0.56$0.16$0.40
2019Detailed filing. Detailed filing data is available for this year.$6.16$0.10$6.06$0.38$0.16$0.22
2018Detailed filing. Detailed filing data is available for this year.$5.16$0.09$5.07$0.43$0.17$0.26
2017Detailed filing. Detailed filing data is available for this year.$5.46$0.06$5.40$0.68$0.18$0.50
2016Detailed filing. Detailed filing data is available for this year.$4.63$0.04$4.59$0.28$0.16$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.28$0.03$4.25$0.18$0.12$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.38$0.01$4.37$0.55$0.12$0.43
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.03$4.13$0.64$0.19$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$0.02$3.58$0.28
2011Summary only. Only limited summary data is available for this year.$3.38$0.05$3.33$0.67$0.27$0.40
2010Summary only. Only limited summary data is available for this year.$3.28$0.03$3.25$0.34$0.39$0.05