Civic Intelligence

Atkinson Foundation

990PF • Fiscal year 2020 • EIN 94-6075613

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 29, 2021

Organization Profile
1660 Bush Street No 300San Francisco, CA 94109

(415) 561-6540

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.07x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

27th percentile

-4.5%

Higher net margin than 27% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

45th percentile

4.3%

Faster asset growth than 45% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$25,791,088

Up $1,054,497 (+4.3%) from 2019

Net Assets

$25,683,949

No earlier filing loaded for comparison.

Liabilities

Down

$107,139

Down $70,406 (-40%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin27th percentile

Revenue

Down

$1,454,366

Down $347,244 (-19%) from 2019

Expenses

Up

$1,520,501

Up $104,804 (+7.4%) from 2019

Net Income

Down

-$66,135

Down $452,048 (-117%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$30M$20M$10M$0Assets 2011: $14,118,767Liabilities 2011: $161,0192011Assets 2012: $14,322,947Liabilities 2012: $525,6612012Assets 2013: $14,728,946Liabilities 2013: $445,640Net Assets 2013: $14,283,3062013Assets 2014: $15,629,407Liabilities 2014: $412,529Net Assets 2014: $15,216,8782014Assets 2015: $17,444,318Liabilities 2015: $475,075Net Assets 2015: $16,969,2432015Assets 2016: $17,929,318Liabilities 2016: $329,134Net Assets 2016: $17,600,1842016Assets 2017: $18,528,684Liabilities 2017: $415,431Net Assets 2017: $18,113,2532017Assets 2018: $18,977,776Liabilities 2018: $370,627Net Assets 2018: $18,607,1492018Assets 2019: $24,736,591Liabilities 2019: $177,5452019Assets 2020: $25,791,088Liabilities 2020: $107,139Net Assets 2020: $25,683,9492020Assets 2021: $29,860,023Liabilities 2021: $254,706Net Assets 2021: $29,605,3172021Assets 2022: $24,612,677Liabilities 2022: $301,166Net Assets 2022: $24,311,5112022Assets 2023: $27,170,571Liabilities 2023: $544,885Net Assets 2023: $26,625,6862023Assets 2024: $29,323,025Liabilities 2024: $860,242Net Assets 2024: $28,462,7832024

Highlighted filing

2020

Assets$25,791,088
Liabilities$107,139
Net Assets$25,683,949
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $530,508Expenses 2011: $825,146Net Income 2011: -$294,6382011Revenue 2012: $1,045,496Expenses 2012: $1,205,958Net Income 2012: -$160,4622012Revenue 2013: $1,280,250Expenses 2013: $794,230Net Income 2013: $486,0202013Revenue 2014: $1,892,985Expenses 2014: $959,413Net Income 2014: $933,5722014Revenue 2015: $2,921,120Expenses 2015: $1,168,755Net Income 2015: $1,752,3652015Revenue 2016: $1,679,598Expenses 2016: $1,048,657Net Income 2016: $630,9412016Revenue 2017: $1,894,090Expenses 2017: $1,381,021Net Income 2017: $513,0692017Revenue 2018: $1,931,517Expenses 2018: $1,507,237Net Income 2018: $424,2802018Revenue 2019: $1,801,610Expenses 2019: $1,415,697Net Income 2019: $385,9132019Revenue 2020: $1,454,366Expenses 2020: $1,520,501Net Income 2020: -$66,1352020Revenue 2021: $2,519,681Expenses 2021: $1,750,588Net Income 2021: $769,0932021Revenue 2022: $2,600,107Expenses 2022: $1,976,720Net Income 2022: $623,3872022Revenue 2023: $1,870,504Expenses 2023: $2,511,948Net Income 2023: -$641,4442023Revenue 2024: $2,921,497Expenses 2024: $2,662,052Net Income 2024: $259,4452024

Highlighted filing

2020

Revenue$1,454,366
Expenses$1,520,501
Net Income-$66,135
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 29, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA LANIERPresident-$0--
JEAN ATKINSONSecretary-$0--
STEPHEN WAYTreasurer-$0--
WILLIAM CRANDALL JRAssistant Treasurer-$0--
ROBERT GRIFFINDirector-$0--
ELIZABETH WOODWARDDirector-$0--
JOHN VOLKDirector-$0--
NANCY SPENCERDirector-$0--
MARGARET TAYLORAudit Committee Chair-$0--
DAVID RICHANBACHDirector-$0--
ANDREA HIGUERA BALLARDDirector-$0--
TINA CRISCIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Atkinson Foundation
EIN
94-6075613
Phone
4155616540
Address
1660 BUSH STREET NO 300, SAN FRANCISCO, CA 94109

Signing Officer

Name
Tina P Crisci
Title
Treasurer
Phone
4155616540
Signed
2021-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY STREET STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26AMERICAN EXPRESS CO - AXP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27APACHE CORP - APA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28BAKER HUGHES COMPANY - BKR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BANK OF AMERICA CORP - BAC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BANK OF NEW YORK MELLON CORP - BK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31BIOMARIN PHARMACEUTICAL INC - BMRN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32BOOKING HOLDINGS INC - BKNG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33BRIGHTHOUSE FINL INC - BHF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BRISTOL MYERS SQUIBB CO - BMY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CAPITAL ONE FINANCIAL CORP - COF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CARRIER GLOBAL CORPORATION COM - CARR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CELANESE CORP SER A - CE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CHARTER COMMUNICATIONS INC NEW - CHTR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CIGNA CORP - CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CISCO SYSTEMS INC - CSCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41COGNIZANT TECH SOLUTIONS CL A - CTSH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42COMCAST CORP CLASS A - CMCSA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43CONCHO RES INC - CXO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CVS HEALTH CORP - CVS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DELL TECHNOLOGIES C - DELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DISH NETWORK CORP CL A - DISH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FACEBOOK INC CLASS A - B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FED EX CORP - FOX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FISERV INC - FISV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FOX CORP CLASS AW I - FOXA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FOX CORP CLASS B - FOX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52GILEAD SCIENCES INC - GILD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GOLDMAN SACHS GROUP INC - GS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HALLIBURTON CO - HAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HESS CORP - HES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HEWLETT PACKARD ENTERPRIS CO - HPE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HP INC - HPQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58INCYTE CORP COM - INCY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59J P MORGAN CHASE CO - JPM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JUNIPER NETWORKS INC - JNPR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LINCOLN NATIONAL CORP - NC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62METLIFE INC - MET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MICROCHIP TECHNOLOGY INC - MCHP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MICROSOFT CORP - MSFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MOLSON COORS BEVERAGE COMPANY - TAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NATIONAL OILWELL VARCO INC - NOV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NEWS CORP NEW CL AW - NWSA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68OCCIDENTAL PETROLEUM CORPORATION - OXY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69OTIS WORLDWIDE CORP - OTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70QURATE RETAIL INC SERIES A - QRTEA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71RAYTHEON TECHNOLOGIES CORP COM - RTX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SCHWAB CHARLES CORP - SCHW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73STATE SIR CORP - STT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74T MOBILE US INC - MUS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75THE GAP INC - GPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TRUIST FINANCIAL CORP - TFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77UNITEDHEALTH GROUP INC - UNH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VMWARE INC CL A - VMW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79WELLS FARGO CO - WFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WILLIAMS COS INC - WMB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81AEGON NV ADR - AEG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ASTRAZENECA P L C SPSD ADR - AZN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83GLAXO SMITHKLINE P L C ADR - GSK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84JOHNSON CTLS INTL PIE - JCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85LYONDELLBASELL LNDU CL A - LYB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86MEDTRONIC PIE - MDT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MICRO FOCUS INTL SPN ADR - MFGP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88NOVARTIS AG ADR - NVS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ROCHE HOLDINGS LTD SPON ADR RHHBY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SANOFI ADR - SNY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SCHLUMBERGER LTD - SLB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92TE CONNECTIVITY LTD - TEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93OCCIDENTAL PETROLEUM CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0404200
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01049511
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SETTLEMENT PAYMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt047
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt1108
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01453711
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0155
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01453866
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01049511
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01231500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01131500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0404200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0404200
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-66135
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06228671
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0207
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0207
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01049511
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01327514
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03447
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0155
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0205000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0120587
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0325587
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05610
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt037760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01472787
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0126197
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01520501
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01453711
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01454366
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0241287
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0126197
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0389001
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt03000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05179160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01049511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01049511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06228671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01049511
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-66135
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01212745
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt025683949
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt024537339
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt025683949
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01104208
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01104208
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01104208
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01122660
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018452
IRS990PF/DistributableAmountGrp/TotalTaxAmt018452
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt023834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt028000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018452
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt023834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018452
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018452
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt042286
IRS990PF/FMVAssetsEOYAmt025791088
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt021885
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt011815
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt094414
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt085953
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt085953
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05408715
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05027156

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,791,088
Liabilities
$107,139
Net assets
$25,683,949
Revenue
$1,454,366
Expenses
$1,520,501
Net income
-$66,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$0.86$28.5$2.92$2.66$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.2$0.54$26.6$1.87$2.51$0.64
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.30$24.3$2.60$1.98$0.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$0.25$29.6$2.52$1.75$0.77
2020Detailed filing. Detailed filing data is available for this year.$25.8$0.11$25.7$1.45$1.52$0.07
2019Summary only. Only limited summary data is available for this year.$24.7$0.18$1.80$1.42$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.37$18.6$1.93$1.51$0.42
2017Detailed filing. Detailed filing data is available for this year.$18.5$0.42$18.1$1.89$1.38$0.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.33$17.6$1.68$1.05$0.63
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.48$17.0$2.92$1.17$1.75
2014Detailed filing. Detailed filing data is available for this year.$15.6$0.41$15.2$1.89$0.96$0.93
2013Detailed filing. Detailed filing data is available for this year.$14.7$0.45$14.3$1.28$0.79$0.49
2012Summary only. Only limited summary data is available for this year.$14.3$0.53$1.05$1.21$0.16
2011Summary only. Only limited summary data is available for this year.$14.1$0.16$0.53$0.83$0.29