Civic Intelligence

Leclerc Charity Fund

990PF • Fiscal year 2016 • EIN 04-6183548

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 12, 2017

Organization Profile
3635 Bonita Beach Road Suite 4Bonita Springs, FL 34134

(239) 597-9780

Siviq Scores

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

Liabilities / Assets

17th 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

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

48th percentile

$97,200

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

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

Asset Growth

83rd percentile

16%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

92nd percentile

73%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$9,367,520

Up $1,316,047 (+16%) from 2015

Net Assets

Up

$9,367,520

Up $1,316,047 (+16%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin92nd percentile

Revenue

Up

$2,213,780

Up $934,447 (+73%) from 2015

Expenses

Up

$897,733

Up $62,937 (+7.5%) from 2015

Net Income

Up

$1,316,047

Up $871,510 (+196%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$15M$10M$5.0M$0Assets 2011: $8,409,016Liabilities 2011: $02011Assets 2012: $7,963,208Liabilities 2012: $02012Assets 2013: $7,553,648Liabilities 2013: $0Net Assets 2013: $7,553,6482013Assets 2014: $7,606,936Liabilities 2014: $0Net Assets 2014: $7,606,9362014Assets 2015: $8,051,473Liabilities 2015: $0Net Assets 2015: $8,051,4732015Assets 2016: $9,367,520Liabilities 2016: $0Net Assets 2016: $9,367,5202016Assets 2017: $9,326,364Liabilities 2017: $0Net Assets 2017: $9,326,3642017Assets 2018: $12,183,293Liabilities 2018: $0Net Assets 2018: $12,183,2932018Assets 2019: $13,157,490Liabilities 2019: $6,654Net Assets 2019: $13,150,8362019Assets 2020: $12,790,841Liabilities 2020: $0Net Assets 2020: $12,790,8412020Assets 2021: $13,227,270Liabilities 2021: $0Net Assets 2021: $13,227,2702021Assets 2022: $12,845,009Liabilities 2022: $0Net Assets 2022: $12,845,0092022Assets 2023: $12,527,057Liabilities 2023: $0Net Assets 2023: $12,527,0572023Assets 2024: $12,481,316Liabilities 2024: $0Net Assets 2024: $12,481,3162024

Highlighted filing

2016

Assets$9,367,520
Liabilities$0
Net Assets$9,367,520
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $918,694Expenses 2011: $604,027Net Income 2011: $314,6672011Revenue 2012: $249,138Expenses 2012: $694,946Net Income 2012: -$445,8082012Revenue 2013: $276,806Expenses 2013: $686,366Net Income 2013: -$409,5602013Revenue 2014: $850,599Expenses 2014: $797,311Net Income 2014: $53,2882014Revenue 2015: $1,279,333Expenses 2015: $834,796Net Income 2015: $444,5372015Revenue 2016: $2,213,780Expenses 2016: $897,733Net Income 2016: $1,316,0472016Revenue 2017: $856,773Expenses 2017: $897,929Net Income 2017: -$41,1562017Revenue 2018: $3,770,955Expenses 2018: $914,026Net Income 2018: $2,856,9292018Revenue 2019: $1,891,162Expenses 2019: $923,619Net Income 2019: $967,5432019Revenue 2020: $505,226Expenses 2020: $865,221Net Income 2020: -$359,9952020Revenue 2021: $1,306,045Expenses 2021: $869,616Net Income 2021: $436,4292021Revenue 2022: $456,485Expenses 2022: $838,746Net Income 2022: -$382,2612022Revenue 2023: $504,260Expenses 2023: $822,212Net Income 2023: -$317,9522023Revenue 2024: $813,048Expenses 2024: $858,789Net Income 2024: -$45,7412024

Highlighted filing

2016

Revenue$2,213,780
Expenses$897,733
Net Income$1,316,047
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA BAILYTrustee / Ma-$97,200-$97,200
RICHARD LECLERCTrustee-$25,220-$25,220
FRANCIS S WYMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leclerc Charity Fund
EIN
04-6183548
Phone
2395979780
Address
3635 BONITA BEACH ROAD SUITE 4, BONITA SPRINGS, FL 34134

Signing Officer

Name
Diana Baily
Title
Trustee / Manager
Phone
9785370716
Signed
2017-07-12

Preparer

Firm
Dube & Hazelwood Pc
Address
80 ERDMAN WAY SUITE 212, LEOMINSTER, MA 01453-1818
Preparer
Joseph P Hazelwood
Phone
9785370716
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2101280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31303588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01056994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11096339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2565992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32374537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIFTH THIRD BANK - ST - COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIFTH THIRD BANK - ST - NON COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIFTH THIRD BANK - LT - COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIFTH THIRD BANK - LT - NON COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01901697
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0494732
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01316047
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09367520
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08051473
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09367520
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0503457
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0503457
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0503457
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0524795
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021338
IRS990PF/DistributableAmountGrp/TotalTaxAmt021338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt013000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012675
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt025675
IRS990PF/FMVAssetsEOYAmt010645168
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt05353
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06870821
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06870821
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0132534
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt050664
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt050664
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07910985
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09315976
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010594504
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04039
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04039
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0201
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02400
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0880
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01180652
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02496699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08051473
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09367520
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010645168
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08051473
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09367520
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08051473
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09367520
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010655731
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0131165
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010523686
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0159836
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0880
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0524795
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010495895
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010655731
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0FIFTH THIRD BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt079004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 630858
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd045263
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt297200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD LECLERC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FRANCIS S WYMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DIANA BAILY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE / MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt013098 JANDA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119 WATER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23635 BONITA BEACH RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0STE 4
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SENECA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LEOMINSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BONITA SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029672
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd234134
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0553144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0574482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0618815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0657383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0553056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0571116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0515466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.055959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt021338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010495895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010995677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt011747572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt010923558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt010581109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011046949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0631979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263503
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0610641
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0631979
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt021338
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0631979
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DIANA BAILY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03635 BONITA BEACH RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0STE 4
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BONITA SPRINGS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034134
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,367,520
Liabilities
$0
Net assets
$9,367,520
Revenue
$2,213,780
Expenses
$897,733
Net income
$1,316,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.81$0.86$0.05
2023Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.50$0.82$0.32
2022Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.46$0.84$0.38
2021Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.31$0.87$0.44
2020Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.51$0.87$0.36
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.01$13.2$1.89$0.92$0.97
2018Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$3.77$0.91$2.86
2017Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$0.86$0.90$0.04
2016Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$2.21$0.90$1.32
2015Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$1.28$0.83$0.44
2014Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.85$0.80$0.05
2013Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.28$0.69$0.41
2012Summary only. Only limited summary data is available for this year.$7.96$0.00$0.25$0.69$0.45
2011Summary only. Only limited summary data is available for this year.$8.41$0.00$0.92$0.60$0.31