Civic Intelligence

The Max H Gluck Foundation Inc

990PF • Fiscal year 2016 • EIN 95-3979100

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

Organization Profile
PO Box 55516Sherman Oaks, CA 91413

(310) 519-7011

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.05x

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

2016 filings • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

1.22x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Source year 2016

Net Margin

12th percentile

-15%

Higher net margin than 12% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

10th percentile

$90,503

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2016 filings • $100M-$250M nonprofits • Source year 2016

Asset Growth

21st percentile

-2.4%

Faster asset growth than 21% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-45%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$106,541,256

Down $2,639,787 (-2.4%) from 2015

Net Assets

Down

$100,932,660

Down $3,112,511 (-3.0%) from 2015

Liabilities

Up

$5,608,596

Up $472,724 (+9.2%) from 2015

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin12th percentile

Revenue

Down

$4,604,991

Down $3,745,600 (-45%) from 2015

Expenses

Down

$5,304,829

Down $296,443 (-5.3%) from 2015

Net Income

Down

-$699,838

Down $3,449,157 (-125%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$150M$100M$50M$0Assets 2010: $97,909,937Liabilities 2010: $5,231,989Net Assets 2010: $92,677,9482010Assets 2011: $113,553,141Liabilities 2011: $11,505,720Net Assets 2011: $102,047,4212011Assets 2012: $100,785,145Liabilities 2012: $4,880,457Net Assets 2012: $95,904,6882012Assets 2013: $104,239,647Liabilities 2013: $5,103,223Net Assets 2013: $99,136,4242013Assets 2014: $112,488,083Liabilities 2014: $5,465,7372014Assets 2015: $109,181,043Liabilities 2015: $5,135,872Net Assets 2015: $104,045,1712015Assets 2016: $106,541,256Liabilities 2016: $5,608,596Net Assets 2016: $100,932,6602016Assets 2017: $111,145,973Liabilities 2017: $4,492,767Net Assets 2017: $106,653,2062017Assets 2018: $113,241,523Liabilities 2018: $4,326,589Net Assets 2018: $108,914,9342018Assets 2019: $114,461,556Liabilities 2019: $4,552,275Net Assets 2019: $109,909,2812019Assets 2020: $114,790,781Liabilities 2020: $4,688,375Net Assets 2020: $110,102,4062020Assets 2021: $131,583,188Liabilities 2021: $4,527,161Net Assets 2021: $127,056,0272021Assets 2022: $110,258,844Liabilities 2022: $3,068,128Net Assets 2022: $107,190,7162022Assets 2023: $116,289,463Liabilities 2023: $3,624,793Net Assets 2023: $112,664,6702023Assets 2024: $120,411,603Liabilities 2024: $5,141,793Net Assets 2024: $115,269,8102024Assets 2025: $125,919,838Liabilities 2025: $5,244,555Net Assets 2025: $120,675,2832025

Highlighted filing

2016

Assets$106,541,256
Liabilities$5,608,596
Net Assets$100,932,660
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,674,8142010Expenses 2011: $4,971,1702011Expenses 2012: $5,744,8312012Expenses 2013: $5,912,4962013Revenue 2014: $7,633,840Expenses 2014: $5,592,076Net Income 2014: $2,041,7642014Revenue 2015: $8,350,591Expenses 2015: $5,601,272Net Income 2015: $2,749,3192015Revenue 2016: $4,604,991Expenses 2016: $5,304,829Net Income 2016: -$699,8382016Revenue 2017: $5,264,781Expenses 2017: $5,101,572Net Income 2017: $163,2092017Revenue 2018: $6,743,982Expenses 2018: $5,905,244Net Income 2018: $838,7382018Revenue 2019: $6,511,081Expenses 2019: $6,935,173Net Income 2019: -$424,0922019Revenue 2020: $4,309,070Expenses 2020: $6,285,920Net Income 2020: -$1,976,8502020Revenue 2021: $11,584,938Expenses 2021: $5,812,990Net Income 2021: $5,771,9482021Revenue 2022: $5,447,208Expenses 2022: $5,473,785Net Income 2022: -$26,5772022Revenue 2023: $2,774,355Expenses 2023: $6,453,021Net Income 2023: -$3,678,6662023Revenue 2024: $9,005,445Expenses 2024: $9,528,762Net Income 2024: -$523,3172024Revenue 2025: $6,147,759Expenses 2025: $6,704,358Net Income 2025: -$556,5992025

Highlighted filing

2016

Revenue$4,604,991
Expenses$5,304,829
Net Income-$699,838
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Camilla TownsendExecutive DirectorPT$90,503-$90,503
JON A KASWICK MDPresident-$2,000-$2,000
Richard ReinisDirector-$2,000-$2,000
Jennifer KaswickSecretary-$2,000-$2,000
Julie KaswickSecretary-$2,000-$2,000
Betty S ShelhamerDirector-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
The Max H Gluck Foundation Inc
EIN
95-3979100
Phone
3105197011
Address
PO Box 55516, Sherman Oaks, CA 91413

Signing Officer

Name
Jon Kaswick
Title
President
Phone
3105197011
Signed
2017-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Richard J Lauter & Company Llp
Address
4640 ADMIRALTY WAY SUITE 700, MARINA DEL REY, CA 90292
Preparer
Marc a Lauter
Phone
3108273808
Raw XML AppendixShowing 400 of 767 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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CashDeemedCharitableExplnStmt/ShortExplanationTxt0In accordance with Reg. 53.4942(a)-2(c)(3)(iv), the Foundation is excluding from its minimum investment return (MIR) calculation a total of $4,797,371 in cash that it deems held for charitable activities. This amount is in excess of 1.5% of the fair market value (FMV) of the Foundation's total assets. The following information is submitted in support of the exclusion of $4,797,371 from MIR: 1. FMV of Foundation's total assets: $106,127,489 2. 1.5% of line 1: $1,591,912 3. Justification of the exclusion of an amount in excess of the amount on line 2: As of June 30, 2016, the Foundation has grant commitments of $4,797,371, of which $393,667 is required to be funded by July 2016, $2,432,638 by September 2016 and $1,971,066 by March 2017. Therefore, a total of $4,797,371 in cash is deemed held for charitable activities. Historically, the Foundation has funded grant commitments ranging from $4,165,000 to $5,436,000 annually.
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt063139
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0102244
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt039105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt063139
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt039105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt039105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0102244
IRS990PF/FMVAssetsEOYAmt0106541256
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt055414
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt048244
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt028210
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt063871
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt063871
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt020116472
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025006618
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt025006618
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt045673145
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt047471964
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt047471964
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt05080458
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt04797371
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03382
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03402
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0154
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt020
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt020
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0800125
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01684418
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01684418
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt026963052
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt018921444
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt018921444
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0762981
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt070921
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt070921
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06241855
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04537128
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04537128
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0109181043
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0106541256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0106541256
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05135872
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05608596
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0109181043
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0106541256
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0104045171
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0100932660
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0104045171
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0100932660
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt09358030
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt08784872
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt08784872
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0106127489
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06926599
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt097445551
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04797371
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01755339
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05066506
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0101330118
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt0869994
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0106127489
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt525.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt22000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt32000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt42000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt590503
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/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JON A KASWICK MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Richard Reinis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jennifer Kaswick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Julie Kaswick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Betty S Shelhamer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Camilla Townsend
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Executive Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O Box 55516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12121 Ave of the Stars Ste 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2P O Box 55516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3P O Box 55516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4P O Box 55516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52019 West 35th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Sherman Oaks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Sherman Oaks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Sherman Oaks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Sherman Oaks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5San Pedro
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd491413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd590732
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04580527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04619632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04969888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04150947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04806893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04287943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04888394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt039105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0101330118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0107721246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0106843684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0101548614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt096853487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt098910653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04796733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.226018
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04757628
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04796733
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt039105
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04796733
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,541,256
Liabilities
$5,608,596
Net assets
$100,932,660
Revenue
$4,604,991
Expenses
$5,304,829
Net income
-$699,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$126$5.24$121$6.15$6.70$0.56
2024Detailed filing. Detailed filing data is available for this year.$120$5.14$115$9.01$9.53$0.52
2023Detailed filing. Detailed filing data is available for this year.$116$3.62$113$2.77$6.45$3.68
2022Detailed filing. Detailed filing data is available for this year.$110$3.07$107$5.45$5.47$0.03
2021Detailed filing. Detailed filing data is available for this year.$132$4.53$127$11.6$5.81$5.77
2020Detailed filing. Detailed filing data is available for this year.$115$4.69$110$4.31$6.29$1.98
2019Detailed filing. Detailed filing data is available for this year.$114$4.55$110$6.51$6.94$0.42
2018Detailed filing. Detailed filing data is available for this year.$113$4.33$109$6.74$5.91$0.84
2017Detailed filing. Detailed filing data is available for this year.$111$4.49$107$5.26$5.10$0.16
2016Detailed filing. Detailed filing data is available for this year.$107$5.61$101$4.60$5.30$0.70
2015Detailed filing. Detailed filing data is available for this year.$109$5.14$104$8.35$5.60$2.75
2014Summary only. Only limited summary data is available for this year.$112$5.47$7.63$5.59$2.04
2013Detailed filing. Detailed filing data is available for this year.$104$5.10$99.1$5.91
2012Detailed filing. Detailed filing data is available for this year.$101$4.88$95.9$5.74
2011Detailed filing. Detailed filing data is available for this year.$114$11.5$102$4.97
2010Detailed filing. Detailed filing data is available for this year.$97.9$5.23$92.7$5.67