Civic Intelligence

Oak Tree Charitable Foundation

990PF • Fiscal year 2020 • EIN 95-4506950

Jun 01, 2019 to May 31, 2020 • Filed on Apr 11, 2021

Organization Profile
201 Colorado PlaceArcadia, CA 91007

(626) 784-4804

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

32nd percentile

0.03x

Higher debt load relative to revenue than 32% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

16th percentile

-33%

Higher net margin than 16% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

47th percentile

3.0%

Faster asset growth than 47% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-1.2%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$5,890,712

Up $171,551 (+3.0%) from 2019

Net Assets

Up

$5,882,169

Up $165,779 (+2.9%) from 2019

Liabilities

Up

$8,543

Up $5,772 (+208%) from 2019

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin16th percentile

Revenue

Down

$326,045

Down $3,885 (-1.2%) from 2019

Expenses

Up

$432,411

Up $104,905 (+32%) from 2019

Net Income

Down

-$106,366

Down $108,790 (-4488%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,096,869Liabilities 2012: $7,5102012Assets 2013: $4,731,173Liabilities 2013: $8,3602013Assets 2014: $5,121,830Liabilities 2014: $32,021Net Assets 2014: $5,089,8092014Assets 2015: $5,008,998Liabilities 2015: $1,254Net Assets 2015: $5,007,7442015Assets 2016: $4,985,354Liabilities 2016: $29,500Net Assets 2016: $4,955,8542016Assets 2017: $5,351,078Liabilities 2017: $22,000Net Assets 2017: $5,329,0782017Assets 2018: $5,622,893Liabilities 2018: $0Net Assets 2018: $5,622,8932018Assets 2019: $5,719,161Liabilities 2019: $2,771Net Assets 2019: $5,716,3902019Assets 2020: $5,890,712Liabilities 2020: $8,543Net Assets 2020: $5,882,1692020Assets 2021: $7,324,379Liabilities 2021: $8,082Net Assets 2021: $7,316,2972021Assets 2022: $7,010,594Liabilities 2022: $0Net Assets 2022: $7,010,5942022Assets 2023: $6,476,438Liabilities 2023: $0Net Assets 2023: $6,476,4382023Assets 2024: $7,453,894Liabilities 2024: $0Net Assets 2024: $7,453,8942024

Highlighted filing

2020

Assets$5,890,712
Liabilities$8,543
Net Assets$5,882,169
Open 2020 Filing

Operations Trend

Revenue Growth46th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $79,101Expenses 2012: $49,907Net Income 2012: $29,1942012Revenue 2013: $132,327Expenses 2013: $56,228Net Income 2013: $76,0992013Revenue 2014: $167,481Expenses 2014: $191,172Net Income 2014: -$23,6912014Revenue 2015: $234,745Expenses 2015: $534,114Net Income 2015: -$299,3692015Revenue 2016: $273,250Expenses 2016: $140,782Net Income 2016: $132,4682016Revenue 2017: $136,315Expenses 2017: $201,137Net Income 2017: -$64,8222017Revenue 2018: $272,517Expenses 2018: $263,730Net Income 2018: $8,7872018Revenue 2019: $329,930Expenses 2019: $327,506Net Income 2019: $2,4242019Revenue 2020: $326,045Expenses 2020: $432,411Net Income 2020: -$106,3662020Revenue 2021: $510,617Expenses 2021: $471,071Net Income 2021: $39,5462021Revenue 2022: $160,929Expenses 2022: $479,327Net Income 2022: -$318,3982022Revenue 2023: $177,012Expenses 2023: $540,988Net Income 2023: -$363,9762023Revenue 2024: $314,788Expenses 2024: $483,334Net Income 2024: -$168,5462024

Highlighted filing

2020

Revenue$326,045
Expenses$432,411
Net Income-$106,366
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Apr 11, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN H BARRPresident-$0--
SHERWOOD C CHILLINGWORTHExec VP-$0--
THOMAS R CAPEHARTVP-$0--
RICK M ARTHURVP-$0--
RICHARD MANDELLAVP-$0--
ROBERT W ZAMARRIPAVP-$0--
Filing and Contact Details

Filer

Filer Name
Oak Tree Charitable Foundation
EIN
95-4506950
Phone
6267844804
Address
201 COLORADO PLACE, ARCADIA, CA 91007

Signing Officer

Name
Rick M Arthur
Title
Vice President
Phone
6267844804
Signed
2021-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Timothy D Evans
Phone
6268577300
Raw XML AppendixShowing 400 of 678 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02822
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02822
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0350 DEERE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1600 EMERSON ELECTRIC CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2350 FORTIVE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3650 HONEYWELL INT'L
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4500 UNION PACIFIC CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm53,552 AT&T INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6425 VERIZON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7100 AMAZON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8400 HOME DEPOT INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9150 MCDONALDS CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10400 SHERWIN WILLIAMS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm111,082 WALT DISNEY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm121,500 COCA COLA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13625 CVS HEALTH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14700 PEPSICO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15450 PHILIP MORRIS INT'L
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16500 PROCTER & GAMBLE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17400 WALMART
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm181,100 CHEVRON CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm191,200 EXXON MOBIL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20825 AMERICAN EXPRESS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm213,000 BANK OF AMERICA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22500 CITIGROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm231,600 JPMORGAN CHASE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24600 KILROY REALTY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25350 PNC FINANCIAL SERVICES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm261,000 PROLOGIS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27900 TRAVELERS COMPANIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm281,350 US BANCORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29950 ABBOTT LABS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30300 AMGEN INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31425 DANAHER CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32500 JOHNSON & JOHNSON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33600 MERCK & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm341,800 PFIZER INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35250 UNITEDHEALTH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36550 ZOETIS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37300 ACCENTURE PLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm38225 ADOBE SYS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39100 ALPHABET INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40200 ANALOG DEVICES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41880 APPLE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42450 ADP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm432,250 CISCO SYSTEMS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44150 FACEBOOK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45450 FISERV INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm462,300 HP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm471,150 INTEL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm48225 IBM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm492,200 MICROSOFT CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm50400 ORACLE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm51150 QUALCOMM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm52400 SALESFORCE COM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm53500 AMPHENOL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm54400 MOTOROLA SOLUTIONS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm55383 FOX CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm56575 MONDELEZ INTERNATIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm571,100 TRUIST FINANCIAL CORPORATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm58250 ELI LILLY & CO COM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm59435 THERMO FISHER SCIENTIFIC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm60400 PAYPAL HOLDINGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm61500 RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt053242
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt136612
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt221343
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt394803
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt484930
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5109615
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt624386
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7244237
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt899392
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt927948
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10237540
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11126919
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1270020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1340981
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1492085
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1533012
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1657960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1749624
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18112333
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1954564
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2078433
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2172360
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2223955
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt23155696
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2434272
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2539914
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2691500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2796282
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2848006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2990174
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3068910
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3170809
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3274375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3348432
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3468742
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3576213
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3676664
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3760486
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3886985
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt39143352
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4022590
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt41279787
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4265920
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt43107595
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4433763
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4548047
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4634822
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4772369
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4828103
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt49403150
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5021508
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5112132
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5269916
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5348280
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5454132
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5511172
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5629969
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5740458
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5838237
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt59151898
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6062004
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6132260
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt053242
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt136612
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt221343
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt394803
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt484930
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5109615
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt624386
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7244237
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt899392
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt927948
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10237540
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11126919
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1270020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1340981
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1492085
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1533012
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1657960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1749624
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18112333
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1954564
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2078433
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2172360
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2223955
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23155696
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2434272
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2539914
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2691500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2796282
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2848006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2990174
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3068910
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3170809
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3274375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3348432
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3468742
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3576213
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3676664
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3760486
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3886985
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt39143352
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4022590
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt41279787
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4265920
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt43107595
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4433763
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4548047
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4634822
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4772369
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4828103
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt49403150
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5021508
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5112132
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5269916
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5348280
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5454132
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5511172
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5629969
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5740458
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5838237
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt59151898
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6062004
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6132260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt050000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt150751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt250251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt350754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt451110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt550350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt655142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt050000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt150751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt250251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt350754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt451110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt550350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt655142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm050,000 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150,000 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm250,000 CITIBANK NA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm350,000 COCA-COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm450,000 HSBC HOLDINGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm550,000 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm650,000 PRECISION CASTPARTS CORP
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0204786
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0204786
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0125208
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0200837
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0326045
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0326045
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02822
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02822
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0200837
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0286100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0286100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0125208
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0125208
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-106366
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0606923
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0200837
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0290717
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt077896
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt077896
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0569
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0569
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt034759
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt034759
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt015688
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt015688
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03997
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0392561
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt035328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0432411
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0326045
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0326045
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0106461
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035328
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0146311
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt06058
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0406086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0200837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0200837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0606923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0200837
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-106366
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0272145
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05882169
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05716390
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05882169
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0294600
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0294600
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0294600
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0297507
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02907
IRS990PF/DistributableAmountGrp/TotalTaxAmt02907
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01005
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02907
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01005
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02907
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02907
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt05890712
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02771
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt04522
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010067
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04626280
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04845218
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04845218
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0399960
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0358358
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0358358
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt05716390
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt05882169
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04021
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0390915
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0482350
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0482350
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05719161
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05890712
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05890712
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02771
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08543
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05719161
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05890712
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05716390
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05882169
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0291939
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0204786
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0204786
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06040748
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0475558
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05565190
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt090611
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0297507
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05950137
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06040748
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt077896
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt015688
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JAN HUNT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0ADMINISTRATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd091007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
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/PersonNm0JOHN H BARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHERWOOD C CHILLINGWORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS R CAPEHART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICK M ARTHUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RICHARD MANDELLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ROBERT W ZAMARRIPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1EXEC VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5201 COLORADO PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ARCADIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ARCADIA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,890,712
Liabilities
$8,543
Net assets
$5,882,169
Revenue
$326,045
Expenses
$432,411
Net income
-$106,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.31$0.48$0.17
2023Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.18$0.54$0.36
2022Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.16$0.48$0.32
2021Detailed filing. Detailed filing data is available for this year.$7.32$0.01$7.32$0.51$0.47$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.89$0.01$5.88$0.33$0.43$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.33$0.33$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.27$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.35$0.02$5.33$0.14$0.20$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.99$0.03$4.96$0.27$0.14$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.23$0.53$0.30
2014Detailed filing. Detailed filing data is available for this year.$5.12$0.03$5.09$0.17$0.19$0.02
2013Summary only. Only limited summary data is available for this year.$4.73$0.01$0.13$0.06$0.08
2012Summary only. Only limited summary data is available for this year.$4.10$0.01$0.08$0.05$0.03