Civic Intelligence

William E Schrafft and Bertha E Schrafft Charitable Trust

990PF • Fiscal year 2017 • EIN 04-6065605

Jan 01, 2017 to Dec 31, 2017 • Filed on May 30, 2018

Organization Profile
2 Liberty Square 5th FloorBoston, MA 02109

(617) 338-4624

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.06x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

18th percentile

$44,000

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

38%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$37,434,622

Up $3,407,958 (+10%) from 2016

Net Assets

Up

$37,278,413

Up $3,348,178 (+9.9%) from 2016

Liabilities

Up

$156,209

Up $59,780 (+62%) from 2016

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin72nd percentile

Revenue

Up

$2,562,542

Up $701,810 (+38%) from 2016

Expenses

Up

$2,143,541

Up $24,237 (+1.1%) from 2016

Net Income

Up

$419,001

Up $677,573 (+262%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$60M$40M$20M$0Assets 2010: $32,302,120Liabilities 2010: $100,955Net Assets 2010: $32,201,1652010Assets 2011: $29,427,835Liabilities 2011: $65,839Net Assets 2011: $29,361,9962011Assets 2012: $31,281,798Liabilities 2012: $102,807Net Assets 2012: $31,178,9912012Assets 2013: $36,107,062Liabilities 2013: $149,036Net Assets 2013: $35,958,0262013Assets 2014: $36,331,252Liabilities 2014: $163,255Net Assets 2014: $36,167,9972014Assets 2015: $34,565,824Liabilities 2015: $102,505Net Assets 2015: $34,463,3192015Assets 2016: $34,026,664Liabilities 2016: $96,429Net Assets 2016: $33,930,2352016Assets 2017: $37,434,622Liabilities 2017: $156,209Net Assets 2017: $37,278,4132017Assets 2018: $36,378,423Liabilities 2018: $94,822Net Assets 2018: $36,283,6012018Assets 2019: $42,285,527Liabilities 2019: $141,088Net Assets 2019: $42,144,4392019Assets 2020: $44,892,071Liabilities 2020: $187,886Net Assets 2020: $44,704,1852020Assets 2021: $51,009,453Liabilities 2021: $255,916Net Assets 2021: $50,753,5372021Assets 2022: $41,877,533Liabilities 2022: $136,124Net Assets 2022: $41,741,4092022Assets 2023: $44,500,085Liabilities 2023: $181,036Net Assets 2023: $44,319,0492023Assets 2024: $47,553,512Liabilities 2024: $32,864Net Assets 2024: $47,520,6482024

Highlighted filing

2017

Assets$37,434,622
Liabilities$156,209
Net Assets$37,278,413
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,623,9042010Expenses 2011: $1,949,7492011Expenses 2012: $1,791,8622012Revenue 2013: $4,627,891Expenses 2013: $2,249,417Net Income 2013: $2,378,4742013Revenue 2014: $1,866,619Expenses 2014: $2,180,311Net Income 2014: -$313,6922014Revenue 2015: $3,275,997Expenses 2015: $2,012,013Net Income 2015: $1,263,9842015Revenue 2016: $1,860,732Expenses 2016: $2,119,304Net Income 2016: -$258,5722016Revenue 2017: $2,562,542Expenses 2017: $2,143,541Net Income 2017: $419,0012017Revenue 2018: $4,221,095Expenses 2018: $2,207,992Net Income 2018: $2,013,1032018Revenue 2019: $2,796,217Expenses 2019: $2,298,211Net Income 2019: $498,0062019Revenue 2020: $1,560,232Expenses 2020: $2,320,458Net Income 2020: -$760,2262020Revenue 2021: $3,696,747Expenses 2021: $2,473,628Net Income 2021: $1,223,1192021Revenue 2022: $1,849,069Expenses 2022: $2,409,204Net Income 2022: -$560,1352022Revenue 2023: $1,908,228Expenses 2023: $2,516,734Net Income 2023: -$608,5062023Revenue 2024: $16,468,761Expenses 2024: $2,755,465Net Income 2024: $13,713,2962024

Highlighted filing

2017

Revenue$2,562,542
Expenses$2,143,541
Net Income$419,001
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen FaulknerExecutive DirectorPT$44,000-$44,000
Arthur ParkerTrusteePT$16,000-$16,000
Lavinia B ChaseTrustee-$14,000-$14,000
Kristen J McCormackTrustee-$14,000-$14,000
Joseph CorradoTrusteePT$14,000-$14,000
Filing and Contact Details

Filer

Filer Name
William E Schrafft & Bertha E Schrafft
EIN
04-6065605
Phone
6173384624
Address
2 Liberty Square 5th Floor, Boston, MA 02109

Signing Officer

Name
Arthur Parker
Title
Trustee
Phone
6173575101
Signed
2018-05-30
Discuss with paid preparer
Yes

Preparer

Firm
Shabshelowitz & Co CPA's
Address
263 Walnut Street, Fall River, MA 02720
Preparer
Andrew Shabshelowitz
Phone
5086722182
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0680097
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01872959
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03475
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt06011
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02562542
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02562542
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01872959
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt042300
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt022300
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0102000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01729500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01729500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0680097
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0680097
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0419001
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010450378
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03475
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03475
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01872959
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02291714
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0752
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt021609
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt06011
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06011
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt030040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0247749
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0277789
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03643
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01801840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0270828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02143541
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02562542
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02562542
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt072340
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0270828
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0414041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08577419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01863337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01863337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010440756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1From K-1's
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Securities Litigation
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01872959
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0419001
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt059780
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02988957
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt037338193
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt033930235
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt037278413
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01733022
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01733022
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01733022
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01755939
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt022917
IRS990PF/DistributableAmountGrp/TotalTaxAmt022917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt062686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt085603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt022917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt062686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt022917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt022917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt085603
IRS990PF/FMVAssetsEOYAmt037434622
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0490802
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0512702
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0512702
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt026908515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt029582242
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt029582242
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05897680
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06284975
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06284975
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt096429
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0156209
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0729667
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01054703
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01054703
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt034026664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt037434622
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt037434622
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt096429
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0156209
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt034026664
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt037434622
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt033930235
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt037278413
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt033930235
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt037278413
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt035653585
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01027533
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt034626052
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0534804
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01755939
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt035118781
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt035653585
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Middleton & Co
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Merrill Lynch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt088530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt185080
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Advisors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment Advisors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0600 Atlantic Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt175 Rockefeller Plaza
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd110019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt330.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt46.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt016000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt114000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt214000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt344000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt414000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,434,622
Liabilities
$156,209
Net assets
$37,278,413
Revenue
$2,562,542
Expenses
$2,143,541
Net income
$419,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.6$0.03$47.5$16.5$2.76$13.7
2023Detailed filing. Detailed filing data is available for this year.$44.5$0.18$44.3$1.91$2.52$0.61
2022Detailed filing. Detailed filing data is available for this year.$41.9$0.14$41.7$1.85$2.41$0.56
2021Detailed filing. Detailed filing data is available for this year.$51.0$0.26$50.8$3.70$2.47$1.22
2020Detailed filing. Detailed filing data is available for this year.$44.9$0.19$44.7$1.56$2.32$0.76
2019Detailed filing. Detailed filing data is available for this year.$42.3$0.14$42.1$2.80$2.30$0.50
2018Detailed filing. Detailed filing data is available for this year.$36.4$0.09$36.3$4.22$2.21$2.01
2017Detailed filing. Detailed filing data is available for this year.$37.4$0.16$37.3$2.56$2.14$0.42
2016Detailed filing. Detailed filing data is available for this year.$34.0$0.10$33.9$1.86$2.12$0.26
2015Detailed filing. Detailed filing data is available for this year.$34.6$0.10$34.5$3.28$2.01$1.26
2014Detailed filing. Detailed filing data is available for this year.$36.3$0.16$36.2$1.87$2.18$0.31
2013Detailed filing. Detailed filing data is available for this year.$36.1$0.15$36.0$4.63$2.25$2.38
2012Detailed filing. Detailed filing data is available for this year.$31.3$0.10$31.2$1.79
2011Detailed filing. Detailed filing data is available for this year.$29.4$0.07$29.4$1.95
2010Detailed filing. Detailed filing data is available for this year.$32.3$0.10$32.2$1.62