Civic Intelligence

The Lemmon Foundation

990PF • Fiscal year 2014 • EIN 95-4643623

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile
44 Montgomery StreetSan Francisco, CA 94104

(310) 804-7624

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

50th percentile

$31,683

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 28.7% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

57th percentile

3.3%

Faster asset growth than 57% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

77%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,527,973

Up $49,135 (+3.3%) from 2013

Net Assets

$1,527,284

No earlier filing loaded for comparison.

Liabilities

Down

$689

Down $1 (-0.1%) from 2013

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin76th percentile

Revenue

Up

$110,303

Up $47,820 (+77%) from 2013

Expenses

Up

$85,031

Up $1,752 (+2.1%) from 2013

Net Income

Up

$25,272

Up $46,068 (+222%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,273,706Liabilities 2011: $02011Assets 2012: $1,314,872Liabilities 2012: $02012Assets 2013: $1,478,838Liabilities 2013: $6902013Assets 2014: $1,527,973Liabilities 2014: $689Net Assets 2014: $1,527,2842014Assets 2015: $1,435,143Liabilities 2015: $686Net Assets 2015: $1,434,4572015Assets 2016: $1,498,664Liabilities 2016: $686Net Assets 2016: $1,497,9782016Assets 2017: $1,637,517Liabilities 2017: $686Net Assets 2017: $1,636,8312017Assets 2018: $1,526,321Liabilities 2018: $637Net Assets 2018: $1,525,6842018Assets 2019: $1,745,808Liabilities 2019: $635Net Assets 2019: $1,745,1732019Assets 2020: $1,795,748Liabilities 2020: $634Net Assets 2020: $1,795,1142020Assets 2021: $1,983,396Liabilities 2021: $668Net Assets 2021: $1,982,7282021Assets 2022: $1,629,211Liabilities 2022: $664Net Assets 2022: $1,628,5472022Assets 2023: $1,675,381Liabilities 2023: $796Net Assets 2023: $1,674,5852023Assets 2024: $1,604,329Liabilities 2024: $806Net Assets 2024: $1,603,5232024

Highlighted filing

2014

Assets$1,527,973
Liabilities$689
Net Assets$1,527,284
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $51,054Expenses 2011: $68,532Net Income 2011: -$17,4782011Revenue 2012: $47,422Expenses 2012: $76,014Net Income 2012: -$28,5922012Revenue 2013: $62,483Expenses 2013: $83,279Net Income 2013: -$20,7962013Revenue 2014: $110,303Expenses 2014: $85,031Net Income 2014: $25,2722014Revenue 2015: $110,027Expenses 2015: $96,538Net Income 2015: $13,4892015Revenue 2016: $76,547Expenses 2016: $76,703Net Income 2016: -$1562016Revenue 2017: $107,613Expenses 2017: $94,435Net Income 2017: $13,1782017Revenue 2018: $133,206Expenses 2018: $91,983Net Income 2018: $41,2232018Revenue 2019: $94,971Expenses 2019: $137,441Net Income 2019: -$42,4702019Revenue 2020: $94,596Expenses 2020: $128,615Net Income 2020: -$34,0192020Revenue 2021: $263,940Expenses 2021: $133,605Net Income 2021: $130,3352021Revenue 2022: $119,796Expenses 2022: $117,800Net Income 2022: $1,9962022Revenue 2023: $36,015Expenses 2023: $170,728Net Income 2023: -$134,7132023Revenue 2024: $192,795Expenses 2024: $203,760Net Income 2024: -$10,9652024

Highlighted filing

2014

Revenue$110,303
Expenses$85,031
Net Income$25,272
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Courtney N LemmonPresidentPT$31,683-$31,683
Peter McCreaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lemmon Foundation
EIN
95-4643623
Phone
3108047624
Address
44 Montgomery Street, San Francisco, CA 94104

Signing Officer

Name
Courtney N Lemmon
Title
President
Signed
2015-05-11
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Statement 13Part VII-BStatement Regarding Activities for Which Form 4720 May Be RequiredLine 1(a)(4)During 2014, Courtney N. Lemmon was compensated $31,683 in her capacity as Executive Director of the Foundation. Payment for such services reasonable and necessary to carry out the exempt purposes of the Foundation, as they are in this case, are excluded from the self dealing rules under Reg. 53.4941(d)-3(c).
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ABB Ltd Adr, 400 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60DIRECTV 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61CDK GLOBAL INC-W/I. 66 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62GOOGLE INC-CL C. 17 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PPG INDUSTRIES. 50 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VISA INC-CLASS A SHARES. 50 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SENSATA TECHNOLOGIES HOLDING. 220 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66INDIVIOR PLC-SPON ADR. 32 Sh
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0268670
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0268670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt041947
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt041947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt032852
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Tax Refund
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0159
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0110144
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0159
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0110303
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01200
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt027827
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03168
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt031683
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030206
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt032852
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0101020
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05769
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05769
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0187
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0876
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt085031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0110144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0110303
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt044324
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09124
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt054825
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt077292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt077292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0148497
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sale of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt077292
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt025272
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt023864
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01527284
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01478148
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01527284
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt072342
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt072342
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt072342
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt073352
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01010
IRS990PF/DistributableAmountGrp/TotalTaxAmt01010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0900
IRS990PF/FMVAssetsEOYAmt01527973
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07097
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt010226
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010226
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt074605
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt073094
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt073094
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01010037
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01107863
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01107863
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt042288
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt041947
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt041947
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0690
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0689
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt076581
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt026173
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026173
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01478838
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01527973
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01527973
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0690
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0689
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01478838
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01527973
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01478148
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01527284
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01478148
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01527284
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0268230
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0268670
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0268670
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01489372
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt069705
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01419667
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022341
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt073352
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01467031
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01489372
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt031683
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Courtney N Lemmon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Peter McCrea
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt044 Montgomery St Suite 1305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt144 Montgomery St Suite 1305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194104
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt070912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt071922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt068583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt062486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt055211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt060237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt056962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01467031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01351791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01301248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01269856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01225639
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01132336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt074530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24169
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt073520
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt074530
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01010
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt074530
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Refund of overpaid taxes
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,527,973
Liabilities
$689
Net assets
$1,527,284
Revenue
$110,303
Expenses
$85,031
Net income
$25,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.19$0.20$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.67$0.04$0.17$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.12$0.12$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.26$0.13$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.09$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.09$0.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.13$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.11$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.08$0.08$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.43$0.11$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$1.48$0.00$0.06$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.05$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$0.05$0.07$0.02