Civic Intelligence

The Lemmon Foundation

990PF • Fiscal year 2015 • EIN 95-4643623

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

34th percentile

0.01x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$29,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 26.4% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

18th percentile

-6.1%

Faster asset growth than 18% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

-0.3%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,435,143

Down $92,830 (-6.1%) from 2014

Net Assets

Down

$1,434,457

Down $92,827 (-6.1%) from 2014

Liabilities

Down

$686

Down $3 (-0.4%) from 2014

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin68th percentile

Revenue

Down

$110,027

Down $276 (-0.3%) from 2014

Expenses

Up

$96,538

Up $11,507 (+14%) from 2014

Net Income

Down

$13,489

Down $11,783 (-47%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2015

Assets$1,435,143
Liabilities$686
Net Assets$1,434,457
Open 2015 Filing

Operations Trend

Revenue Growth43rd 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

2015

Revenue$110,027
Expenses$96,538
Net Income$13,489
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Courtney N LemmonPresidentPT$29,000-$29,000
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
2016-05-10
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1JP Morgan Chase & Co, 195 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2PNC Financial Svcs Group,150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3State Street Corp, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Colgate-Palmolive Co, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Costco Wholesale Corp, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Pepsico Inc, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Procter & Gamble Co, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Nike Inc - B, 460 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Omnicom Group Inc, 295 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Ross Stores Inc, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Emerson Electric Co, 210 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Illinois Tool Works Inc, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13United Parcel Service Inc-B, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14WW Grainger Inc, 75 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153M Co, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AptarGroup Inc, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Accenture PLC Ireland, 210 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Cisco Systems Inc, 475 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Microsoft Corp, 600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Oracle Corp, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Qualcomm Inc, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Bard Inc, 85 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Becton, Dickinson and Co, 125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Johnson & Johnson, 260 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Medtronic Inc, 225 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Stryker Corp, 175 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Waters Corp, 90 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Apache Corp, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ConocoPhillips, 350 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Automatic Data Processing Inc, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EMC Corp Mass, 475 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Lincoln Electric Holdings, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Mettler-Toledo International Inc, 40 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Apple Inc, 310 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Advanced Autoparts Inc, 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Praxair Inc, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37American Express Co, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Reckitt Benckiser- Spon Adr, 800 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39General Mills Inc 190 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Nordstrom Inc 225 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Union Pacific Corp 250 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42M&T Bank Corporation 75 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43US Bancorp 370 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Express Scripts Holding Co. 260 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Abbott Laboratories. 365 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PPG INDUSTRIES. 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47VISA INC-CLASS A SHARES. 230 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SENSATA TECHNOLOGIES HOLDING. 220 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Ace Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Alphabet Inc CL-C, 25 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Alphabet Inc/CA CL-A, 10 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52AT&T, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Church & Dwight Co., 125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Cognizant Technology, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Comcast Corp-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56CVS Corp, 165 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Dollar Gen Corp, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Hubbell Inc-B, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Merck & Co Inc., 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Moodys Corp, 75 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Price T Rowe Group Inc, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Quintiles Transnational, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SunTrust Bks Inc, 250 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Wells Fargo & Co, 300 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Walden Small Cap Innovations, 2,607.8 Sh
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036214
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036214
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt013489
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0240750
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt096538
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt060538
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0106316
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01527284
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01434457
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt071566
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt071566
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt071566
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt072577
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01011
IRS990PF/DistributableAmountGrp/TotalTaxAmt01011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0189
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01200
IRS990PF/FMVAssetsEOYAmt01435143
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010226
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019637
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019637
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt073094
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt071039
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt071039
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01107863
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01002262
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01002262
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt041947
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt040342
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt040342
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0689
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0686
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt026173
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt038101
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt038101
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01527973
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01435143
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01435143
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0689
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0686
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01527973
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01435143
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01527284
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01434457
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01527284
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01434457
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0268670
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0263762
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0263762
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01473646
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt049911
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01423735
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022105
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt072577
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01451541
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01473646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt029000
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/AdjNetVlNoncharitableAssetsAmt070108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt071119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt073520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt068583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt062486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt055211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt060237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01451541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01467031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01351791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01301248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01269856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01225639
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt086579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.241495
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt085568
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt086579
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01011
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt086579
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Refund of Expenses
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

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,435,143
Liabilities
$686
Net assets
$1,434,457
Revenue
$110,027
Expenses
$96,538
Net income
$13,489
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