Civic Intelligence

Marvin and Annette Lee Foundation Inc.

990PF • Fiscal year 2013 • EIN 06-6034414

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

3014 Gleneagles CourtGreenville, NH 77802

(979) 776-0710

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

30th percentile

-4.9%

Higher net margin than 30% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

40th percentile

-0.4%

Faster asset growth than 40% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$2,223,788

Down $8,773 (-0.4%) from 2012

Net Assets

Down

$2,223,788

Down $8,773 (-0.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$159,921

No earlier filing loaded for comparison.

Expenses

Down

$167,684

Down $13,343 (-7.4%) from 2012

Net Income

-$7,763

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,383,074Liabilities 2010: $0Net Assets 2010: $2,383,0742010Assets 2011: $2,320,855Liabilities 2011: $0Net Assets 2011: $2,320,8552011Assets 2012: $2,232,561Liabilities 2012: $0Net Assets 2012: $2,232,5612012Assets 2013: $2,223,788Liabilities 2013: $0Net Assets 2013: $2,223,7882013Assets 2014: $2,187,120Liabilities 2014: $0Net Assets 2014: $2,187,1202014Assets 2015: $2,126,447Liabilities 2015: $02015Assets 2016: $2,082,001Liabilities 2016: $0Net Assets 2016: $2,082,0012016Assets 2017: $2,347,436Liabilities 2017: $0Net Assets 2017: $2,347,4362017Assets 2018: $2,181,419Liabilities 2018: $0Net Assets 2018: $2,181,4192018Assets 2019: $2,046,190Liabilities 2019: $0Net Assets 2019: $2,046,1902019Assets 2020: $1,991,071Liabilities 2020: $0Net Assets 2020: $1,991,0712020Assets 2021: $1,963,322Liabilities 2021: $0Net Assets 2021: $1,963,3222021Assets 2022: $1,918,140Liabilities 2022: $0Net Assets 2022: $1,918,1402022Assets 2023: $1,869,737Liabilities 2023: $0Net Assets 2023: $1,869,7372023Assets 2024: $1,897,433Liabilities 2024: $0Net Assets 2024: $1,897,4332024

Highlighted filing

2013

Assets$2,223,788
Liabilities$0
Net Assets$2,223,788

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $159,7622010Expenses 2011: $179,4432011Expenses 2012: $181,0272012Revenue 2013: $159,921Expenses 2013: $167,684Net Income 2013: -$7,7632013Revenue 2014: $151,563Expenses 2014: $187,980Net Income 2014: -$36,4172014Revenue 2015: $136,935Expenses 2015: $197,608Net Income 2015: -$60,6732015Revenue 2016: $149,116Expenses 2016: $193,562Net Income 2016: -$44,4462016Revenue 2017: $466,523Expenses 2017: $201,088Net Income 2017: $265,4352017Revenue 2018: $29,870Expenses 2018: $195,887Net Income 2018: -$166,0172018Revenue 2019: $32,421Expenses 2019: $167,650Net Income 2019: -$135,2292019Revenue 2020: $108,779Expenses 2020: $163,898Net Income 2020: -$55,1192020Revenue 2021: $139,615Expenses 2021: $167,364Net Income 2021: -$27,7492021Revenue 2022: $99,466Expenses 2022: $147,936Net Income 2022: -$48,4702022Revenue 2023: $81,976Expenses 2023: $140,643Net Income 2023: -$58,6672023Revenue 2024: $177,962Expenses 2024: $152,299Net Income 2024: $25,6632024

Highlighted filing

2013

Revenue$159,921
Expenses$167,684
Net Income-$7,763
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID M LEEPresident & Treasurer-$0--
DANA LEESecretary-$0--
ERIC B LEEVice President-$0--
JAMES LEEVice President-$0--
Filing and Contact Details

Filer

EIN
06-6034414
Phone
9797760710

Signing Officer

Name
David M Lee
Title
President
Phone
9797760710
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Richard J Maxwell CPA
Phone
3154729127
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0782292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MANAGED FUTURES - FROM K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TAX CAPITAL GAIN IN EXCESS OF BOOK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0108741
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7763
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01010
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02224798
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02232561
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02223788
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0125960
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0125960
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0125960
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0127272
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01312
IRS990PF/DistributableAmountGrp/TotalTaxAmt01312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0571
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0571
IRS990PF/FMVAssetsEOYAmt02635530
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0152876
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0152876
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0211616
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0268467
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0280783
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01453343
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01339169
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01737032
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02079685
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02070912
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0182799
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0183264
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0183264
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02232561
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02223788
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02635530
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02232561
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02223788
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02232561
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02223788
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0384803
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0432888
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0434451
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02584199
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0196000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02388199
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038763
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0127272
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02545436
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02584199
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID M LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANA LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ERIC B LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine103014 GLENEAGLES COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine113014 GLENEAGLES COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12415 WOODLAND ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13439 MARLBOROUGH STREET 40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0BRYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1BRYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2SYRACUSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode077802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode177802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode213219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode302115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0135422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0136734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0140255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0134622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0120303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0129053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0143897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.057389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02545436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02443937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02569066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02542221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02399936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02610528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0137701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.266008
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0136389
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0137701
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01312
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0137701
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.18$0.15$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.08$0.14$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.10$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.14$0.17$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.11$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.03$0.17$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.03$0.20$0.17
2017Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.47$0.20$0.27
2016Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.15$0.19$0.04
2015Summary only. Only limited summary data is available for this year.$2.13$0.00$0.14$0.20$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.15$0.19$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.16$0.17$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.18
2010Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.16