Civic Intelligence

The Larry and Helen Hoag Foundation

990PF • Fiscal year 2020 • EIN 95-4315096

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 16, 2022

Organization Profile
192 Marina DriveLong Beach, CA 90803

(562) 598-3351

Siviq Scores

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

Liabilities / Assets

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

33rd percentile

0.20x

Higher debt load relative to revenue than 33% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$50,000

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

59th percentile

8.5%

Faster asset growth than 59% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

45%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$122,977,370

Up $9,642,405 (+8.5%) from 2019

Net Assets

Up

$121,610,036

Up $11,225,737 (+10%) from 2019

Liabilities

Down

$1,367,334

Down $1,583,332 (-54%) from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin76th percentile

Revenue

Up

$6,910,746

Up $2,148,977 (+45%) from 2019

Expenses

Down

$5,549,808

Down $4,129,076 (-43%) from 2019

Net Income

Up

$1,360,938

Up $6,278,053 (+128%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$150M$100M$50M$0Assets 2011: $6,297,702Liabilities 2011: $02011Assets 2012: $8,439,889Liabilities 2012: $02012Assets 2013: $9,671,147Liabilities 2013: $02013Assets 2014: $9,150,440Liabilities 2014: $02014Assets 2015: $108,510,066Liabilities 2015: $0Net Assets 2015: $108,510,0662015Assets 2016: $104,565,388Liabilities 2016: $0Net Assets 2016: $104,565,3882016Assets 2017: $103,059,519Liabilities 2017: $0Net Assets 2017: $103,059,5192017Assets 2018: $105,025,394Liabilities 2018: $0Net Assets 2018: $105,025,3942018Assets 2019: $113,334,965Liabilities 2019: $2,950,666Net Assets 2019: $110,384,2992019Assets 2020: $122,977,370Liabilities 2020: $1,367,334Net Assets 2020: $121,610,0362020Assets 2021: $130,143,918Liabilities 2021: $166,4902021Assets 2022: $102,881,139Liabilities 2022: $1,923,643Net Assets 2022: $100,957,4962022Assets 2023: $108,776,245Liabilities 2023: $2,382,1502023Assets 2024: $112,725,606Liabilities 2024: $2,624,496Net Assets 2024: $110,101,1102024

Highlighted filing

2020

Assets$122,977,370
Liabilities$1,367,334
Net Assets$121,610,036
Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $1,619,910Expenses 2011: $697,396Net Income 2011: $922,5142011Revenue 2012: $3,332,791Expenses 2012: $1,190,604Net Income 2012: $2,142,1872012Revenue 2013: $1,653,545Expenses 2013: $422,287Net Income 2013: $1,231,2582013Revenue 2014: $757,499Expenses 2014: $1,278,206Net Income 2014: -$520,7072014Revenue 2015: $100,609,248Expenses 2015: $1,249,622Net Income 2015: $99,359,6262015Revenue 2016: $3,551,160Expenses 2016: $7,495,838Net Income 2016: -$3,944,6782016Revenue 2017: $5,341,695Expenses 2017: $6,847,564Net Income 2017: -$1,505,8692017Revenue 2018: $7,362,667Expenses 2018: $7,126,363Net Income 2018: $236,3042018Revenue 2019: $4,761,769Expenses 2019: $9,678,884Net Income 2019: -$4,917,1152019Revenue 2020: $6,910,746Expenses 2020: $5,549,808Net Income 2020: $1,360,9382020Revenue 2021: $10,196,698Expenses 2021: $7,787,202Net Income 2021: $2,409,4962021Revenue 2022: $6,237,637Expenses 2022: $9,870,883Net Income 2022: -$3,633,2462022Revenue 2023: $7,267,338Expenses 2023: $7,276,653Net Income 2023: -$9,3152023Revenue 2024: $12,044,508Expenses 2024: $10,966,483Net Income 2024: $1,078,0252024

Highlighted filing

2020

Revenue$6,910,746
Expenses$5,549,808
Net Income$1,360,938
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 16, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS K FREEMANPresidentPT$50,000-$50,000
ROBERT W LATIMERSecretary/TreasurerPT$50,000-$50,000
WHIT LATIMERDirectorPT$25,000-$25,000
MARK LATIMERDirectorPT$25,000-$25,000
DR DARREN FREEMANDirectorPT$25,000-$25,000
BRETT FREEMANDirectorPT$25,000-$25,000
DR MARTHA BERNADETTDirectorPT$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
The Larry and Helen Hoag Foundation
EIN
95-4315096
Phone
5625983351
Address
192 MARINA DRIVE, LONG BEACH, CA 90803

Signing Officer

Name
Robert W Latimer
Title
Director
Phone
5625983351
Signed
2022-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Latimer Massoni & Rosa Accountancy Corp
Address
PO BOX 2300, TOLUCA LAKE, CA 91610
Preparer
Jp Rosa
Phone
3235882271
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/BusinessCd0531110
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessTaxblIncmAmt0250720
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt01319
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06089192
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0250720
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06339912
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt039500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt057500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04415793
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0112500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0112500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0225000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05603333
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04020000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0570834
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0570834
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01338174
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01626553
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01360938
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0821554
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0821554
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt038537361
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt045527
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt045527
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04415793
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05309246
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0250720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0848
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0847
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01695
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01319
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01319
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0580807
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0580807
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt063779
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt030073
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt093852
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05820020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01313121
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05549808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06622367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06910746
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0216687
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01313121
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01529808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02744209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12193983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27387972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35324953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4201133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55089211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6833867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt72738825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81306391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91313424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt104987600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-322981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1340184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1638307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt353033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt413665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-86262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-3867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-61725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-101384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-59927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt105330577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11952787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-322981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1340184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1638307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt353033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt413665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-86262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-3867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-61725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-101384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-59927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105330577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11952787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02421228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12534167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25749665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35377986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4214798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt55002949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6830000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72677100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81205007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91253497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1010318177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11952787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHWAB 8664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SCHWAB 8664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SCHWAB 4339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SCHWAB 4339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SCHWAB 5404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SCHWAB 5404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SCHWAB 5908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SCHWAB 5908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SCHWAB 5129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SCHWAB 5129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10FOUR TREES APARTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04415793
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01360938
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09864799
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0121610036
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0110384299
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0121610036
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05530762
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05530762
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05530762
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05604561
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt073799

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$122,977,370
Liabilities
$1,367,334
Net assets
$121,610,036
Revenue
$6,910,746
Expenses
$5,549,808
Net income
$1,360,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$113$2.62$110$12.0$11.0$1.08
2023Summary only. Only limited summary data is available for this year.$109$2.38$7.27$7.28$0.01
2022Detailed filing. Detailed filing data is available for this year.$103$1.92$101$6.24$9.87$3.63
2021Summary only. Only limited summary data is available for this year.$130$0.17$10.2$7.79$2.41
2020Detailed filing. Detailed filing data is available for this year.$123$1.37$122$6.91$5.55$1.36
2019Detailed filing. Detailed filing data is available for this year.$113$2.95$110$4.76$9.68$4.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$0.00$105$7.36$7.13$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$0.00$103$5.34$6.85$1.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$0.00$105$3.55$7.50$3.94
2015Detailed filing. Detailed filing data is available for this year.$109$0.00$109$101$1.25$99.4
2014Summary only. Only limited summary data is available for this year.$9.15$0.00$0.76$1.28$0.52
2013Summary only. Only limited summary data is available for this year.$9.67$0.00$1.65$0.42$1.23
2012Summary only. Only limited summary data is available for this year.$8.44$0.00$3.33$1.19$2.14
2011Summary only. Only limited summary data is available for this year.$6.30$0.00$1.62$0.70$0.92