Civic Intelligence

Von Der Ahe Foundation

990PF • Fiscal year 2014 • EIN 95-6051857

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 19, 2015

Organization Profile
4605 Lankershim Boulevard No 707North Hollywood, CA 91602

(818) 980-9191

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

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

Liabilities / Revenue

27th percentile

0.00x

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

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

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

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

Asset Growth

51st percentile

1.9%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,964,727

Up $94,255 (+1.9%) from 2013

Net Assets

$4,964,727

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin73rd percentile

Revenue

Up

$517,641

Up $157,791 (+44%) from 2013

Expenses

Down

$420,159

Down $781 (-0.2%) from 2013

Net Income

Up

$97,482

Up $158,572 (+260%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,859,322Liabilities 2011: $02011Assets 2012: $4,931,562Liabilities 2012: $02012Assets 2013: $4,870,472Liabilities 2013: $02013Assets 2014: $4,964,727Liabilities 2014: $0Net Assets 2014: $4,964,7272014Assets 2015: $5,330,132Liabilities 2015: $0Net Assets 2015: $5,330,1322015Assets 2016: $5,238,456Liabilities 2016: $0Net Assets 2016: $5,238,4562016Assets 2017: $5,116,791Liabilities 2017: $0Net Assets 2017: $5,116,7912017Assets 2018: $4,974,287Liabilities 2018: $0Net Assets 2018: $4,974,2872018Assets 2019: $4,924,986Liabilities 2019: $0Net Assets 2019: $4,924,9862019Assets 2020: $5,015,991Liabilities 2020: $0Net Assets 2020: $5,015,9912020Assets 2021: $5,355,055Liabilities 2021: $0Net Assets 2021: $5,355,0552021Assets 2022: $5,144,494Liabilities 2022: $0Net Assets 2022: $5,144,4942022Assets 2023: $5,254,275Liabilities 2023: $0Net Assets 2023: $5,254,2752023Assets 2024: $5,474,121Liabilities 2024: $0Net Assets 2024: $5,474,1212024

Highlighted filing

2014

Assets$4,964,727
Liabilities$0
Net Assets$4,964,727
Open 2014 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $414,919Expenses 2011: $417,169Net Income 2011: -$2,2502011Revenue 2012: $484,884Expenses 2012: $409,904Net Income 2012: $74,9802012Revenue 2013: $359,850Expenses 2013: $420,940Net Income 2013: -$61,0902013Revenue 2014: $517,641Expenses 2014: $420,159Net Income 2014: $97,4822014Revenue 2015: $748,117Expenses 2015: $379,732Net Income 2015: $368,3852015Revenue 2016: $356,196Expenses 2016: $445,587Net Income 2016: -$89,3912016Revenue 2017: $401,789Expenses 2017: $523,454Net Income 2017: -$121,6652017Revenue 2018: $340,516Expenses 2018: $483,020Net Income 2018: -$142,5042018Revenue 2019: $506,629Expenses 2019: $555,930Net Income 2019: -$49,3012019Revenue 2020: $663,179Expenses 2020: $572,174Net Income 2020: $91,0052020Revenue 2021: $998,303Expenses 2021: $659,239Net Income 2021: $339,0642021Revenue 2022: $506,081Expenses 2022: $716,642Net Income 2022: -$210,5612022Revenue 2023: $726,723Expenses 2023: $616,942Net Income 2023: $109,7812023Revenue 2024: $906,724Expenses 2024: $686,878Net Income 2024: $219,8462024

Highlighted filing

2014

Revenue$517,641
Expenses$420,159
Net Income$97,482
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 19, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS R VON DER AHEPresident-$0--
CLYDE V VON DER AHE MDVice President-$0--
VINCENT M VON DER AHESecretary-$0--
FREDERICK T VON DER AHETreasurer-$0--
CHRIS VON DER AHEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Von Der Ahe Foundation
EIN
95-6051857
Phone
8189809191
Address
4605 LANKERSHIM BOULEVARD NO 707, NORTH HOLLYWOOD, CA 91602

Signing Officer

Name
Thomas Von Der Ahe
Title
Trustee
Phone
8189809191
Signed
2015-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Weiss Accountancy Corporation
Address
16217 KITTRIDGE STREET, VAN NUYS, CA 91406-5815
Preparer
Scott Weiss
Phone
8189977712
Raw XML AppendixShowing 400 of 961 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.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt43PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt44PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt30
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt40
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt50
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt60
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt70
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt80
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt90
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt100
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt110
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt120
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt130
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt140
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt150
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt160
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt170
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt180
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt190
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt200
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt210
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt220
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt230
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt240
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt250
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt260
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt270
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt280
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt290
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt300
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt310
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt320
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt330
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt340
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt350
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt360
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt370
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt380
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt390
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt400
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt410
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt420
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt430
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt440
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12014-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22014-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82014-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152014-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01966
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1126
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2107632
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3440
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt453761
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5-727
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-4886
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-1949
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt81491
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt93177
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt101662
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt112282
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt127599
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt136632
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14-1797
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15-145
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt161055
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt172684
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt185269
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1913383
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt202686
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt215321
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt226866
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23285
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2410184
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt251991
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2613259
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt272023
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-3918
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt292232
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt307084
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3116839
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt322857
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt335140
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt34879
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3530082
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt362170
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt375372
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt385392
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt393849
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt401234
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt41548
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4214834
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt43-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt44-836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2150000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt310585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt813421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt95071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1011031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11200787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt032981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt122882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2162720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt321110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt442766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt523113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt712568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt837824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt920363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1022773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11206654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BAXTER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CATERPILLAR INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CITIGROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ESSEX PPTY TR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EXXON MOBIL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6KRAFT FOODS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MONDELEZ INTL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11US BANCORP DEL
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0100000
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0111894
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02463838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt163774
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt243463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt334606
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt450571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt585221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt625372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7727224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8149534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9148432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10186203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11401893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1217786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt134238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CORPORATE AMERICA-SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES 1-3 YR GLOBAL CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES RUSSELL 2000 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES RUSSELL 2000 VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4KINGSPORT TENN BUILD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MIDCAP SPDR TR UNIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6NATIONBANK CORP MAT 9/15/16
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7TAX MANAGED VALUE STRATEGY-SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD ALL WORLD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD EMERGING MARKET EQUITY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10WHITTIER INTERNATIONAL FUND A LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11WHITTIER VALUE FUND A LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12WHITTIER VALUE FUND A LP - ADJ TO BASIS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13WHITTIER INTERNATIONAL FUND A LP - ADJ TO BASIS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04138797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt164160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt287562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt361008

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Filings

Displayed year

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

Open filing
Assets
$4,964,727
Liabilities
$0
Net assets
$4,964,727
Revenue
$517,641
Expenses
$420,159
Net income
$97,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.91$0.69$0.22
2023Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.73$0.62$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.51$0.72$0.21
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$1.00$0.66$0.34
2020Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.66$0.57$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.51$0.56$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.34$0.48$0.14
2017Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.40$0.52$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.36$0.45$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.75$0.38$0.37
2014Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.52$0.42$0.10
2013Summary only. Only limited summary data is available for this year.$4.87$0.00$0.36$0.42$0.06
2012Summary only. Only limited summary data is available for this year.$4.93$0.00$0.48$0.41$0.07
2011Summary only. Only limited summary data is available for this year.$4.86$0.00$0.41$0.42$0.00