Civic Intelligence

Billy & Audrey L Wilder Foundation

990PF • Fiscal year 2016 • EIN 95-4569162

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 21, 2017

Organization Profile
PO Box 10566Newport Beach, CA 92658

(818) 774-1396

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

9th percentile

-62%

Higher net margin than 9% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

24th percentile

-3.6%

Faster asset growth than 24% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-8.6%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$5,670,208

Down $211,801 (-3.6%) from 2015

Net Assets

Down

$5,670,208

Down $211,801 (-3.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin9th percentile

Revenue

Down

$517,626

Down $48,984 (-8.6%) from 2015

Expenses

Down

$836,583

Down $101,616 (-11%) from 2015

Net Income

Up

-$318,957

Up $52,632 (+14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $9,908Liabilities 2010: $0Net Assets 2010: $9,9082010Assets 2011: $9,898Liabilities 2011: $0Net Assets 2011: $9,8982011Assets 2012: $6,108,922Liabilities 2012: $0Net Assets 2012: $6,108,9222012Assets 2013: $6,346,141Liabilities 2013: $2,316Net Assets 2013: $6,343,8252013Assets 2014: $6,354,067Liabilities 2014: $0Net Assets 2014: $6,354,0672014Assets 2015: $5,882,009Liabilities 2015: $0Net Assets 2015: $5,882,0092015Assets 2016: $5,670,208Liabilities 2016: $0Net Assets 2016: $5,670,2082016Assets 2017: $5,811,596Liabilities 2017: $0Net Assets 2017: $5,811,5962017Assets 2018: $5,262,299Liabilities 2018: $0Net Assets 2018: $5,262,2992018Assets 2019: $5,358,278Liabilities 2019: $0Net Assets 2019: $5,358,2782019Assets 2020: $5,418,078Liabilities 2020: $0Net Assets 2020: $5,418,0782020Assets 2021: $5,550,910Liabilities 2021: $1,314Net Assets 2021: $5,549,5962021Assets 2022: $4,597,356Liabilities 2022: $2,143Net Assets 2022: $4,595,2132022Assets 2023: $4,677,992Liabilities 2023: $0Net Assets 2023: $4,677,9922023Assets 2024: $4,665,465Liabilities 2024: $0Net Assets 2024: $4,665,4652024

Highlighted filing

2016

Assets$5,670,208
Liabilities$0
Net Assets$5,670,208
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $352010Expenses 2011: $102011Expenses 2012: $238,9572012Revenue 2013: $1,108,220Expenses 2013: $873,317Net Income 2013: $234,9032013Revenue 2014: $779,165Expenses 2014: $832,620Net Income 2014: -$53,4552014Revenue 2015: $566,610Expenses 2015: $938,199Net Income 2015: -$371,5892015Revenue 2016: $517,626Expenses 2016: $836,583Net Income 2016: -$318,9572016Revenue 2017: $559,989Expenses 2017: $834,363Net Income 2017: -$274,3742017Revenue 2018: $635,609Expenses 2018: $988,456Net Income 2018: -$352,8472018Revenue 2019: $483,426Expenses 2019: $915,607Net Income 2019: -$432,1812019Revenue 2020: $520,433Expenses 2020: $920,042Net Income 2020: -$399,6092020Revenue 2021: $654,700Expenses 2021: $1,050,690Net Income 2021: -$395,9902021Revenue 2022: $546,191Expenses 2022: $996,950Net Income 2022: -$450,7592022Revenue 2023: $514,039Expenses 2023: $954,445Net Income 2023: -$440,4062023Revenue 2024: $1,539,838Expenses 2024: $958,649Net Income 2024: $581,1892024

Highlighted filing

2016

Revenue$517,626
Expenses$836,583
Net Income-$318,957
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 21, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BURT LEVITCHPresident-$0--
JERRY MOSSVice President-$0--
HAROLD NELSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Billy & Audrey L Wilder Foundation
EIN
95-4569162
Phone
8187741396
Address
PO BOX 10566, NEWPORT BEACH, CA 92658

Signing Officer

Name
Harold Nelson
Title
Treasurer
Phone
8187741396
Signed
2017-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
10990 WILSHIRE BLVD 16TH FLOOR, LOS ANGELES, CA 90024-3929
Preparer
Lizbeth G Nevarez
Phone
3108731600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19409 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20651 SHRS ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21324 SHRS PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22184 PRAXAIR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23116 SHERWIN-WILLIAMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24177 TIFFANY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25429 TJX COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26248 TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27322 SHRS UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28206 SHRS UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29791 SHRS US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30211 VARIAN MEDICAL SYSTEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3158 SHRS W W GRAINGER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32466 SHRS WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm335121.631 SHRS DODGE & COX FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm345727.075 SHRS ARTISAN INTERNATIONAL VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm354557.834 SHRS EUROPACIFIC GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm366144.368 SHRS MATTHEWS INTL FDS PAC TIGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3712822.867 SHRS WELLS FARGO EMERGING MARKETS EQUITY INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3814665.128 SHRS VIRTUS EMERGING MKTS OPPORTUNITIES FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3912831.683 SHRS DOUBLELINE FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm404690 SHRS COLONY CAPITAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm418731.010 SHRS BLACKROCK TOTAL RETURN FUND CLASS INSTITUTIONAL
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt072522
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1182536
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt2220399
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt340283
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt419511
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt5546461
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt6253995
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt7761
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt8141396
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt931872
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1035640
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt11784
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt125023
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1316440
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1466844
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1536272
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt166110
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0164825
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1414857
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt2500901
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt391550
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt444342
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt51241952
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt6577258
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt71726
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt8321351
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt972435
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1081007
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt111776
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1211417
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1337360
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt14151923
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1582435
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1613890
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0ROYALTIES: MOVIE #1 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1ROYALTIES: MOVIE #2 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2ROYALTIES: MOVIE #3 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3ROYALTIES: MOVIE #4 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt4ROYALTIES: MOVIE #5 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt5ROYALTIES: MOVIE #6 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt6ROYALTIES: MOVIE #7 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt7ROYALTIES: MOVIE #8 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt8ROYALTIES: MOVIE #9 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt9ROYALTIES: MOVIE #10 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt10ROYALTIES: MOVIE #11 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt11ROYALTIES: MOVIE #12 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt12ROYALTIES: MOVIE #13 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt13ROYALTIES: MOVIE #14 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt14ROYALTIES: MOVIE #15 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt15ROYALTIES: MOVIE #16 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt16ROYALTIES: MOVIE #17 (DETAIL UPON REQUEST)
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0237347
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1597393
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2721300
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt3131833
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt463853
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt51788413
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt6831253
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt72487
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt8462747
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt9104307
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt10116647
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt112560
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1216440
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1353800
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt14218767
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt15118707
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1620000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt036655
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-50357
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0531328
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0517626
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0517626
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0905
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09050
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0445000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0445000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036655
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036655
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-318957
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0392720
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-50357
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0182838
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0365858
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0365858
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0531328
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0531328
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014762
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014762
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01913
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0445905
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0385145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0836583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0567983
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0517626
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0905
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0385145
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0391583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0443077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-57324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-57324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0385753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-50357
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-318957
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0107156
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05670208
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05882009
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05670208
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0301096
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0301096
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0301096

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Filings

Displayed year

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

Open filing
Assets
$5,670,208
Liabilities
$0
Net assets
$5,670,208
Revenue
$517,626
Expenses
$836,583
Net income
-$318,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$1.54$0.96$0.58
2023Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.51$0.95$0.44
2022Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.55$1.00$0.45
2021Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.65$1.05$0.40
2020Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.52$0.92$0.40
2019Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.48$0.92$0.43
2018Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.64$0.99$0.35
2017Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.56$0.83$0.27
2016Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.52$0.84$0.32
2015Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.57$0.94$0.37
2014Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.78$0.83$0.05
2013Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.34$1.11$0.87$0.23
2012Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.24
2011Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00