Civic Intelligence

Luddy Charitable Foundation

990PF • Fiscal year 2017 • EIN 11-3660572

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(855) 739-2921

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Net Margin

7th percentile

-213%

Higher net margin than 7% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Asset Growth

99th percentile

1682%

Faster asset growth than 99% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2017

Revenue Growth

12th percentile

-53%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$15,188,885

Up $15,141,057 (+31657%) from 2015

Net Assets

$15,188,885

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Down

$1,273,163

Down $4,512,513 (-78%) from 2015

Expenses

Up

$3,981,444

Up $611,293 (+18%) from 2015

Net Income

Down

-$2,708,281

Down $5,123,806 (-212%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$80M$60M$40M$20M$0Assets 2011: $9,111Liabilities 2011: $02011Assets 2012: $1,461,603Liabilities 2012: $02012Assets 2013: $532,665Liabilities 2013: $02013Assets 2014: $10,903Liabilities 2014: $02014Assets 2015: $47,828Liabilities 2015: $02015Assets 2017: $15,188,885Liabilities 2017: $0Net Assets 2017: $15,188,8852017Assets 2018: $18,552,245Liabilities 2018: $0Net Assets 2018: $18,552,2452018Assets 2019: $21,409,876Liabilities 2019: $02019Assets 2020: $22,583,382Liabilities 2020: $1Net Assets 2020: $22,583,3822020Assets 2021: $26,677,659Liabilities 2021: $0Net Assets 2021: $26,677,6592021Assets 2022: $27,458,170Liabilities 2022: $1Net Assets 2022: $27,458,1702022Assets 2023: $56,618,386Liabilities 2023: $12023Assets 2024: $61,080,549Liabilities 2024: $0Net Assets 2024: $61,080,5492024

Highlighted filing

2017

Assets$15,188,885
Liabilities$0
Net Assets$15,188,885
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $3,624,103Expenses 2011: $3,005,789Net Income 2011: $618,3142011Revenue 2012: $8,433,681Expenses 2012: $5,224,965Net Income 2012: $3,208,7162012Revenue 2013: $2,431,535Expenses 2013: $2,624,616Net Income 2013: -$193,0812013Revenue 2014: $162,250Expenses 2014: $1,019,547Net Income 2014: -$857,2972014Revenue 2015: $5,785,676Expenses 2015: $3,370,151Net Income 2015: $2,415,5252015Revenue 2017: $1,273,163Expenses 2017: $3,981,444Net Income 2017: -$2,708,2812017Revenue 2018: $2,093,165Expenses 2018: $2,734,659Net Income 2018: -$641,4942018Revenue 2019: $3,891,942Expenses 2019: $1,080,227Net Income 2019: $2,811,7152019Revenue 2020: $2,311,560Expenses 2020: $1,120,144Net Income 2020: $1,191,4162020Revenue 2021: $4,166,342Expenses 2021: $80,389Net Income 2021: $4,085,9532021Revenue 2022: $899,955Expenses 2022: $87,538Net Income 2022: $812,4172022Revenue 2023: $31,260,255Expenses 2023: $2,043,558Net Income 2023: $29,216,6972023Revenue 2024: $7,734,622Expenses 2024: $3,140,462Net Income 2024: $4,594,1602024

Highlighted filing

2017

Revenue$1,273,163
Expenses$3,981,444
Net Income-$2,708,281
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert LuddyDirector-$0--
William H Frances JrSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Luddy Charitable Foundation
EIN
11-3660572
Phone
8557392921
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
Luddy Foundation
Title
Trustee
Phone
8557392921
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Wells Fargo Bank Na
Address
1525 W WT HARRIS BLVD D1114-044, Charlotte, NC 28262
Preparer
Tammy Renaud Avp
Phone
8006918916
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03981444
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01269757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01273163
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt054901
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt081444
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31931034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41435897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52847458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64786325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt72950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt368966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt464103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5152542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6213675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt924010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt368966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt464103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5152542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6213675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc020. APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150. BOEING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc240. CELANESE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3862068.966 FRANKLIN CUSTODIAN FD INC CL A #109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4641025.641 FRANKLIN CUSTODIAN FD INC CL A #109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51271186.441 FRANKLIN CUSTODIAN FD INC CL A #109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62136752.137 FRANKLIN CUSTODIAN FD INC CL A #109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc750. SPIRIT AEROSYTSEMS HOLD-CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc820. UNITEDHEALTH GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0527226
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2708281
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03465
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt054
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015192350
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017900577
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015188885
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0784828
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0784828
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0784828
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0809125
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt024297
IRS990PF/DistributableAmountGrp/TotalTaxAmt024297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt036032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt024297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt024297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt024297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt036032
IRS990PF/FMVAssetsEOYAmt022475279
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt017900577
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt015188885
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01113
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01113
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01480000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01474020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017675665
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012521261
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019813635
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0224912
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01186511
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01186511
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017900577
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015188885
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt022475279
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017900577
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015188885
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017900577
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015188885
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016428932
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01667245
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014761687
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0246434
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0809125
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016182498
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016428932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert Luddy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1William H Frances Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0112 Wheaton Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1112 Wheaton Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Youngsville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Youngsville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt061963821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt061975970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01118000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03292394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01001000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02565000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05200200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt03.829064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.650539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt08.95317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt02.567608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt02.912499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt04.061504

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,188,885
Liabilities
$0
Net assets
$15,188,885
Revenue
$1,273,163
Expenses
$3,981,444
Net income
-$2,708,281
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$0.00$61.1$7.73$3.14$4.59
2023Detailed filing. Detailed filing data is available for this year.$56.6$0.00$31.3$2.04$29.2
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$0.00$27.5$0.90$0.09$0.81
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$26.7$0.00$26.7$4.17$0.08$4.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$0.00$22.6$2.31$1.12$1.19
2019Summary only. Only limited summary data is available for this year.$21.4$0.00$3.89$1.08$2.81
2018Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$2.09$2.73$0.64
2017Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.27$3.98$2.71
2015Summary only. Only limited summary data is available for this year.$0.05$0.00$5.79$3.37$2.42
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.16$1.02$0.86
2013Summary only. Only limited summary data is available for this year.$0.53$0.00$2.43$2.62$0.19
2012Summary only. Only limited summary data is available for this year.$1.46$0.00$8.43$5.22$3.21
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$3.62$3.01$0.62