Civic Intelligence

Rose Villa Foundation Inc.

990 • Fiscal year 2018 • EIN 93-6023450

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 25, 2019

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

22nd percentile

0.02x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.22x

Higher debt load relative to revenue than 56% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$243,635

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 56.6% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

20th percentile

-5.4%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-37%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$5,162,294

Down $294,546 (-5.4%) from 2017

Net Assets

Down

$5,069,711

Down $328,989 (-6.1%) from 2017

Liabilities

Up

$92,583

Up $34,443 (+59%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin93rd percentile

Revenue

Down

$430,319

Down $249,468 (-37%) from 2017

Expenses

Down

$167,289

Down $10,469 (-5.9%) from 2017

Net Income

Down

$263,030

Down $238,999 (-48%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2018

Assets$5,162,294
Liabilities$92,583
Net Assets$5,069,711
Open 2018 Filing

Operations Trend

Revenue Growth7th 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

2018

Revenue$430,319
Expenses$167,289
Net Income$263,030
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 25, 2019
Return Version
2018v3.1
Gross Receipts
$480,154
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,195,571$4,740,187▼ $455,384
Cash and Non-Interest-Bearing Accounts$188,323$345,535▲ $157,212
Prepaid Expenses and Deferred Charges$5,682$1,550▼ $4,132
Accounts Receivable$3,391$487▼ $2,904
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$5,456,840$5,162,294▼ $294,546
Other Assets Total$63,873$74,535▲ $10,662
Liabilities
Other Liabilities$56,190$92,278▲ $36,088
Accounts Payable and Accrued Expenses$1,950$305▼ $1,645
Total Liabilities$58,140$92,583▲ $34,443
Net Assets / Fund Balance
Unrestricted Net Assets$5,398,700$5,069,711▼ $328,989
Total Net Assets Fund Balance$5,398,700$5,069,711▼ $328,989
Total Liabilities and Net Assets / Fund Balance$5,456,840$5,162,294▼ $294,546

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$5,195,571-▼ $413,557-$4,740,187
2017$4,523,495$10,931▲ $699,444-$5,195,571
2016$4,248,202-▲ $312,979-$4,523,495
2015$4,351,715$50,000▼ $111,095-$4,248,002
2014$4,106,750$50,000▲ $214,660-$4,351,715
Compensation and Service Providers
Top Officer Pay83rd percentile

Board Members and Trustees

NameTitle
Judie HansenPast President
Stan JacksonPresident
Bill CunitzVice President
Barbara TuckDirector
Betty HosokawaDirector
Bob WeismanDirector
Joan ClarkDirector
Kayla CarruthDirector
Margaret hamiltonDirector
Nancy StreningDirector
Elliot McIntireSecretary
Vassar ByrdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$280,674
Program Service Revenue
$0
Investment Income
$174,329
Other Revenue
$-24,684
All Other Contributions
$88,845
Change in Net Assets
$263,030

Audited Revenue Reconciliation

Revenue per Audited Statements
$387,855
Revenue Not Reported on Financial Statements
$42,464
Revenue Not Reported on Form 990
$-561,894
Total Revenue per Audited Statements
$-174,039
Total Revenue per Form 990
$430,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,662
Total Fundraising Expense$61,710
Grants and Similar Amounts Paid$11,627
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$42,464-$42,464
Fees for Services Accounting-$17,704-$17,704
Grants to Domestic Orgs$11,627--$11,627
All Other Expenses$1,293$2,308-$3,601
Fees for Services Legal-$2,744-$2,744
Travel-$1,708-$1,708
Other Expenses$7,734$1,490$61,710$1,490
Fees for Services Other$1,200--$1,200
Insurance-$1,200-$1,200
Advertising-$505-$505
Office Expenses-$489-$489
Total Functional Expenses$21,854$83,725$61,710$167,289

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$167,289
Total Expenses per Audited Statements$154,950
Expenses per Audited Statements$124,825
Expenses Not Reported on Financial Statements$42,464
Expenses Not Reported on Form 990$30,125
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rose Villa IncPortland, OR501(c)(3)support program services$11,627
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$49,835
Fundraising Gross Income$24,420
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Appeal$28,470-$756-
Auction$117,353$24,420$23,081$1,339
Total Events$175,924$24,420$45,743$-21,323
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
RElated Party Payable$53,397
Due to gift annuity donor$38,881
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
No
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
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 12C: Explanation of Monitoring and Enforcement of Conflicts

“Officers, board, and all employees are asked to complete an annual conflict of interest disclosure. This is reviewed by the compliance officer.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation is through a related organization whose policy states: When hiring, compensation ranges are compared to industry benchmarks for reasonableness. The compensation committee reviews and approves CEO pay based on performance. Annually goals and achievements are reviewed and used to determine compensation. The CEO determines other key salaries with the use of an outside compensation consultant and review with the board.”

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
2019-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vassar Byrd
Formed
1964
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
36

Preparer

Firm
Hansen Hunter & Company 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 2D: Other revenue amounts included in F/S but not included on form 990

“Contribution of services $23819 Expenses Grouped with Revenue $6306”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Contribution of services $23819 Expenses Grouped with Revenue $6306”

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IRS990/Desc0Provides financial assistance to qualifying residents of Rose Villa, Inc., a continuing care retirement community. Supports innovative and relevant workshops and speaker series that encourage the financial, physical, mental and social well-being of residents.Supports in the form of professional guidance including financial planning, legal counsel or respite care options.Supports improvements or programs that enhance the well-being of residents at Rose Villa.
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IRS990/Form990PartVIISectionAGrp/PersonNm1Elliot McIntire
IRS990/Form990PartVIISectionAGrp/PersonNm2Barbara Tuck
IRS990/Form990PartVIISectionAGrp/PersonNm3Kayla Carruth
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IRS990/Form990PartVIISectionAGrp/PersonNm9Bob Weisman
IRS990/Form990PartVIISectionAGrp/PersonNm10Vassar Byrd
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0156604
IRS990/FundraisingDirectExpensesAmt049835
IRS990/FundraisingGrossIncomeAmt024420
IRS990/GainOrLossGrp/SecuritiesAmt059085
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt011627
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt011627
IRS990/GrantsToDomesticOrgsGrp/TotalAmt011627
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt059085
IRS990/GrossReceiptsAmt0480154
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01200
IRS990/InsuranceGrp/TotalAmt01200
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0115244
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0115244
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05195571
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04740187
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Rose Villa Foundation supports independence, advances well-being, empowers senior residents,and inspires our community to build a better future for all generations.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05398700
IRS990/NetAssetsOrFundBalancesEOYAmt05069711
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt059085
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt059085
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-25415
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-25415
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-592019
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0489
IRS990/OfficeExpensesGrp/TotalAmt0489
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt063873
IRS990/OtherAssetsTotalGrp/EOYAmt074535
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Development services
IRS990/OtherExpensesGrp/Desc1EDUCATION/TRAINING
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt061710
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010890
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12223
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21490
IRS990/OtherExpensesGrp/ProgramServicesAmt07734
IRS990/OtherExpensesGrp/TotalAmt072600
IRS990/OtherExpensesGrp/TotalAmt17734
IRS990/OtherExpensesGrp/TotalAmt22223
IRS990/OtherExpensesGrp/TotalAmt31490
IRS990/OtherLiabilitiesGrp/BOYAmt056190
IRS990/OtherLiabilitiesGrp/EOYAmt092278
IRS990/OtherRevenueMiscGrp/BusinessCd0212000
IRS990/OtherRevenueMiscGrp/Desc0Mineral Rights Lease
IRS990/OtherRevenueMiscGrp/ExclusionAmt0731
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0731
IRS990/OtherRevenueTotalAmt0731
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/BOYAmt05682
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01550
IRS990/PrincipalOfficerNm0Vassar Byrd
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0317982
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt019243
IRS990/PYInvestmentIncomeAmt0393984
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0158515
IRS990/PYOtherRevenueAmt0-32179
IRS990/PYRevenuesLessExpensesAmt0502029
IRS990/PYTotalExpensesAmt0177758
IRS990/PYTotalRevenueAmt0679787
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0263030
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt035225
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0280674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0317982
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0202824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0141383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0175155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01118018
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0115244
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0100778
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt081167
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0108596
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt093420
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0499205
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt025151
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt016270
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt017566
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt013057
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt091927
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0163971
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62770
IRS990ScheduleA/PublicSupportPY170Pct00.58600
IRS990ScheduleA/PublicSupportTotal170Amt01118018
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0280674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0317982
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0202824
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0141383
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0175155
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01118018
IRS990ScheduleA/TotalSupportAmt01781194
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt041827
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05195571
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04740187
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-413557
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt038299
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04523495
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010931
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05195571
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0699444
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt037486
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04248202
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04523495
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0312979
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt042618
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04351715
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04248002
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-111095
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt019695
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04106750
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04351715
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0214660

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,162,294
Liabilities
$92,583
Net assets
$5,069,711
Revenue
$430,319
Expenses
$167,289
Net income
$263,030
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