Civic Intelligence

Charter Oak Foundation

990PF • Fiscal year 2016 • EIN 95-2264158

Apr 01, 2015 to Mar 31, 2016 • Filed on Jul 08, 2016

4951 Jerome AvenueSkokie, IL 60077

(847) 679-7996

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

99th percentile

359%

Higher net margin than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$1,000

Higher top officer pay than 42% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

14th percentile

-7.7%

Faster asset growth than 14% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Down

$1,443,694

Down $120,984 (-7.7%) from 2015

Net Assets

Down

$1,443,684

Down $120,994 (-7.7%) from 2015

Liabilities

Up

$10

Up $10 from 2015

Revenue

Down

-$36,163

Down $131,666 (-138%) from 2015

Expenses

Down

$93,715

Down $25,698 (-22%) from 2015

Net Income

Down

-$129,878

Down $105,968 (-443%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,622,935Liabilities 2012: $02012Assets 2013: $1,605,444Liabilities 2013: $02013Assets 2014: $1,598,798Liabilities 2014: $9502014Assets 2015: $1,564,678Liabilities 2015: $0Net Assets 2015: $1,564,6782015Assets 2016: $1,443,694Liabilities 2016: $10Net Assets 2016: $1,443,6842016Assets 2017: $1,381,110Liabilities 2017: $381Net Assets 2017: $1,380,7292017Assets 2018: $1,395,147Liabilities 2018: $26,525Net Assets 2018: $1,368,6222018Assets 2019: $1,456,416Liabilities 2019: $325Net Assets 2019: $1,456,0912019Assets 2020: $1,500,202Liabilities 2020: $1,605Net Assets 2020: $1,498,5972020Assets 2021: $1,719,682Liabilities 2021: $0Net Assets 2021: $1,719,6822021Assets 2022: $1,632,899Liabilities 2022: $911Net Assets 2022: $1,631,9882022Assets 2023: $1,359,435Liabilities 2023: $179Net Assets 2023: $1,359,2562023Assets 2024: $1,431,367Liabilities 2024: $636Net Assets 2024: $1,430,7312024Assets 2025: $1,354,618Liabilities 2025: $5,501Net Assets 2025: $1,349,1172025

Highlighted filing

2016

Assets$1,443,694
Liabilities$10
Net Assets$1,443,684

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: -$71,876Expenses 2012: $72,274Net Income 2012: -$144,1502012Revenue 2013: $109,159Expenses 2013: $120,951Net Income 2013: -$11,7922013Revenue 2014: $82,868Expenses 2014: $77,194Net Income 2014: $5,6742014Revenue 2015: $95,503Expenses 2015: $119,413Net Income 2015: -$23,9102015Revenue 2016: -$36,163Expenses 2016: $93,715Net Income 2016: -$129,8782016Revenue 2017: $73,452Expenses 2017: $113,695Net Income 2017: -$40,2432017Revenue 2018: $106,077Expenses 2018: $99,893Net Income 2018: $6,1842018Revenue 2019: $114,053Expenses 2019: $73,459Net Income 2019: $40,5942019Revenue 2020: $247,570Expenses 2020: $105,792Net Income 2020: $141,7782020Revenue 2021: $18,383Expenses 2021: $102,665Net Income 2021: -$84,2822021Revenue 2022: $159,461Expenses 2022: $137,688Net Income 2022: $21,7732022Revenue 2023: -$48,262Expenses 2023: $106,535Net Income 2023: -$154,7972023Revenue 2024: $60,192Expenses 2024: $119,003Net Income 2024: -$58,8112024Revenue 2025: $109,531Expenses 2025: $144,568Net Income 2025: -$35,0372025

Highlighted filing

2016

Revenue-$36,163
Expenses$93,715
Net Income-$129,878
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jul 8, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA G MARSHPresident-$1,000-$1,000
ELIZABETH LANESecretary-$1,000-$1,000
JOHN A LANE JRTreasurer-$1,000-$1,000
LUISA K GERASIMODirector-$1,000-$1,000
ANDREW MARSHDirector-$1,000-$1,000
ALLISON MARSH ABBOTTCorresponding Secretary-$1,000-$1,000
MEGAN MARSHDirector-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Charter Oak Foundation
EIN
95-2264158
Phone
8476797996
Address
4951 JEROME AVENUE, SKOKIE, IL 60077

Signing Officer

Name
Betsy Lane
Title
Treasurer
Phone
8476797996
Signed
2016-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Grove Mueller & Swank Pc
Address
475 COTTAGE STREET NE SUITE 200, SALEM, OR 97301
Preparer
Katherine R Wilson CPA
Phone
5035817788
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0189
IRS990PF/DistributableAmountGrp/TotalTaxAmt0189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0380
IRS990PF/FMVAssetsEOYAmt01443694
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt024393
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt029468
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt029468
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0199290
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0139942
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0139942
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01090438
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01057254
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01057254
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03630
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03854
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0374
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0224
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0224
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0214
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0191
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0191
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt041197
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt094390
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt094390
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt010
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0208772
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0122225
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0122225
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01564678
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01443694
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01443694
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01564678
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01443694
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01564678
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01443684
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01564678
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01443684
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01489684
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0206036
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01283648
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022345
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt073367
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01467339
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01489684
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt31000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt41000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt51000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt61000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CYNTHIA G MARSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN A LANE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LUISA K GERASIMO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ANDREW MARSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ALLISON MARSH ABBOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MEGAN MARSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5CORRESPONDING SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04951 JEROME AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14951 JEROME AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24951 JEROME AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34951 JEROME AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44951 JEROME AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt54951 JEROME AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt64951 JEROME AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SKOKIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SKOKIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SKOKIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SKOKIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SKOKIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SKOKIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SKOKIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0600773317
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1600773317
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2600773317
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3600773317
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4600773317
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5600773317
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd6600773317
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt069735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt069924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt098654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt052116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt093469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt048779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt088351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.062636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.033440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.060126
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.029972
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01467339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01575047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01558480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01554563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01627487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01717155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt075031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.237626
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt074842
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt075031
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0189
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt075031
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.35$0.01$1.35$0.11$0.14$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.06$0.12$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.05$0.11$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.16$0.14$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.02$0.10$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.25$0.11$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.11$0.07$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.03$1.37$0.11$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.04$0.09$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.10$0.12$0.02
2014Summary only. Only limited summary data is available for this year.$1.60$0.00$0.08$0.08$0.01
2013Summary only. Only limited summary data is available for this year.$1.61$0.00$0.11$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$1.62$0.00$0.07$0.07$0.14
Peer Organizations

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