Civic Intelligence

Foster-Davis Foundation Inc.

990PF • Fiscal year 2022 • EIN 06-0811599

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 26, 2023

Organization Profile
PO Box 1669Greenwich, CT 06836

(203) 571-1515

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

89th percentile

59%

Higher net margin than 89% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

71st percentile

8.3%

Faster asset growth than 71% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

147%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,432,823

Up $569,643 (+8.3%) from 2021

Net Assets

Up

$7,432,823

Up $569,643 (+8.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin89th percentile

Revenue

Up

$976,106

Up $580,620 (+147%) from 2021

Expenses

Down

$401,132

Down $248,804 (-38%) from 2021

Net Income

Up

$574,974

Up $829,424 (+326%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$10M$5.0M$0Assets 2011: $7,393,745Liabilities 2011: $02011Assets 2012: $7,253,816Liabilities 2012: $02012Assets 2013: $6,952,340Liabilities 2013: $02013Assets 2014: $7,145,980Liabilities 2014: $02014Assets 2015: $7,563,444Liabilities 2015: $02015Assets 2019: $7,160,479Liabilities 2019: $02019Assets 2020: $7,117,594Liabilities 2020: $0Net Assets 2020: $7,117,5942020Assets 2021: $6,863,180Liabilities 2021: $0Net Assets 2021: $6,863,1802021Assets 2022: $7,432,823Liabilities 2022: $0Net Assets 2022: $7,432,8232022Assets 2023: $8,634,439Liabilities 2023: $0Net Assets 2023: $8,634,4392023Assets 2024: $9,288,883Liabilities 2024: $0Net Assets 2024: $9,288,8832024

Highlighted filing

2022

Assets$7,432,823
Liabilities$0
Net Assets$7,432,823
Open 2022 Filing

Operations Trend

Revenue Growth93rd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $839,464Expenses 2011: $585,961Net Income 2011: $253,5032011Revenue 2012: $441,664Expenses 2012: $621,826Net Income 2012: -$180,1622012Revenue 2013: $370,983Expenses 2013: $672,459Net Income 2013: -$301,4762013Revenue 2014: $815,681Expenses 2014: $621,083Net Income 2014: $194,5982014Revenue 2015: $1,034,854Expenses 2015: $618,043Net Income 2015: $416,8112015Revenue 2019: $736,870Expenses 2019: $616,758Net Income 2019: $120,1122019Revenue 2020: $460,511Expenses 2020: $505,120Net Income 2020: -$44,6092020Revenue 2021: $395,486Expenses 2021: $649,936Net Income 2021: -$254,4502021Revenue 2022: $976,106Expenses 2022: $401,132Net Income 2022: $574,9742022Revenue 2023: $1,725,861Expenses 2023: $509,092Net Income 2023: $1,216,7692023Revenue 2024: $1,295,317Expenses 2024: $640,873Net Income 2024: $654,4442024

Highlighted filing

2022

Revenue$976,106
Expenses$401,132
Net Income$574,974
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FOSTER BAMPresident-$0--
EDWARD F RODENBACHSecretary/Assistant Treasurer-$0--
S CAROL BAMVice President-$0--
ERIC F BAMVice President-$0--
JONATHAN B MILLSVice President-$0--
LAURA W BECKVice President-$0--
ROTIMI SUJIWADETreasurer/Assistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Foster-davis Foundation Inc
EIN
06-0811599
Phone
2035711515
Address
PO BOX 1669, GREENWICH, CT 06836

Signing Officer

Name
Eric F Bam
Title
Assistant V.p.
Phone
2036617524
Signed
2023-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2 ENTERPRISE DRIVE, SHELTON, CT 06484-1488
Preparer
Stefania L Bartlett
Phone
2039442100
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0976106
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0976106
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03310
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03310
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0704099
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0317500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0317500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0272006
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0272006
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0574974
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02142593
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0467
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0467
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0704099
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0906335
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04537
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04621
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt061346
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt061346
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03888
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013888
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0321361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt069771
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0401132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0976106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0976106
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03861
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt069771
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt083632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01438621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0703972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0703972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02142593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CLASS ACTION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0704099
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0574974
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05331
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07438154
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06863180
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07432823
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0600068
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0600068
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0600068
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0612666
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012598
IRS990PF/DistributableAmountGrp/TotalTaxAmt012598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0655
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0655
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013253
IRS990PF/FMVAssetsEOYAmt012236000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07636353
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07636353
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014956
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016596
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt016596
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04591693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05516495
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010310590
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0294011
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0427645
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0436727
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-773173
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-203530
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01962520
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01472087
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01472087
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06863180
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07432823
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012236000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06863180
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07432823
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06863180
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07432823
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012439910
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01660699
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010779211
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0186599
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0612666
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012253311
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012439910
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0FOSTER & FOSTER LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt061346
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt010 WESTPORT ROAD SUITE C 205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd006897
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FOSTER BAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDWARD F RODENBACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2S CAROL BAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ERIC F BAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JONATHAN B MILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5LAURA W BECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ROTIMI SUJIWADE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/ASSISTANT TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VICE PRESIDENT

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,432,823
Liabilities
$0
Net assets
$7,432,823
Revenue
$976,106
Expenses
$401,132
Net income
$574,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$1.30$0.64$0.65
2023Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$1.73$0.51$1.22
2022Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.98$0.40$0.57
2021Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.40$0.65$0.25
2020Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.46$0.51$0.04
2019Summary only. Only limited summary data is available for this year.$7.16$0.00$0.74$0.62$0.12
2015Summary only. Only limited summary data is available for this year.$7.56$0.00$1.03$0.62$0.42
2014Summary only. Only limited summary data is available for this year.$7.15$0.00$0.82$0.62$0.19
2013Summary only. Only limited summary data is available for this year.$6.95$0.00$0.37$0.67$0.30
2012Summary only. Only limited summary data is available for this year.$7.25$0.00$0.44$0.62$0.18
2011Summary only. Only limited summary data is available for this year.$7.39$0.00$0.84$0.59$0.25
Peer Organizations

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