Civic Intelligence

Agb Fund Inc.

990PF • Fiscal year 2021 • EIN 13-3632843

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
PO Box 412Tarrytown, NY 10591

(212) 869-5900

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$17,133

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

91st percentile

61%

Faster asset growth than 91% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

670%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,713,336

Up $1,792,865 (+61%) from 2020

Net Assets

Up

$4,713,336

Up $1,792,865 (+61%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin97th percentile

Revenue

Up

$1,943,258

Up $1,691,048 (+670%) from 2020

Expenses

Down

$164,089

Down $84,869 (-34%) from 2020

Net Income

Up

$1,779,169

Up $1,775,917 (+54610%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,739,829Liabilities 2011: $02011Assets 2012: $2,843,920Liabilities 2012: $02012Assets 2013: $2,854,709Liabilities 2013: $02013Assets 2014: $2,834,099Liabilities 2014: $02014Assets 2015: $2,758,359Liabilities 2015: $02015Assets 2019: $2,917,219Liabilities 2019: $02019Assets 2020: $2,920,471Liabilities 2020: $0Net Assets 2020: $2,920,4712020Assets 2021: $4,713,336Liabilities 2021: $0Net Assets 2021: $4,713,3362021Assets 2022: $4,529,128Liabilities 2022: $0Net Assets 2022: $4,529,1282022Assets 2023: $4,442,214Liabilities 2023: $0Net Assets 2023: $4,442,2142023Assets 2024: $4,175,563Liabilities 2024: $0Net Assets 2024: $4,175,5632024

Highlighted filing

2021

Assets$4,713,336
Liabilities$0
Net Assets$4,713,336
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $194,607Expenses 2011: $243,682Net Income 2011: -$49,0752011Revenue 2012: $346,959Expenses 2012: $242,639Net Income 2012: $104,3202012Revenue 2013: $265,269Expenses 2013: $255,987Net Income 2013: $9,2822013Revenue 2014: $240,088Expenses 2014: $260,134Net Income 2014: -$20,0462014Revenue 2015: $176,631Expenses 2015: $252,935Net Income 2015: -$76,3042015Revenue 2019: $182,907Expenses 2019: $241,394Net Income 2019: -$58,4872019Revenue 2020: $252,210Expenses 2020: $248,958Net Income 2020: $3,2522020Revenue 2021: $1,943,258Expenses 2021: $164,089Net Income 2021: $1,779,1692021Revenue 2022: $72,574Expenses 2022: $256,919Net Income 2022: -$184,3452022Revenue 2023: $14,113Expenses 2023: $101,027Net Income 2023: -$86,9142023Revenue 2024: -$28,639Expenses 2024: $238,009Net Income 2024: -$266,6482024

Highlighted filing

2021

Revenue$1,943,258
Expenses$164,089
Net Income$1,779,169
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC C NEVINV.P./Sec'Y-$17,133-$17,133
ELIZABETH B NEVINPresident-$0--
ERICA STOPPENBACHTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Agb Fund Inc
EIN
13-3632843
Phone
2128695900
Address
PO BOX 412, TARRYTOWN, NY 10591

Signing Officer

Name
Eric C Nevin
Title
Vice President
Phone
2128695900
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Mariner Wealth Advisors
Address
1500 BROADWAY 27TH FLOOR, NEW YORK, NY 10036
Preparer
Elias a Karis CPA
Phone
2128695900
Raw XML AppendixShowing 400 of 402 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARINER WEALTH ADVISORS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01500 BROADWAY 27TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02128695900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ELIZABETH NEVIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02128695900
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 412
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TARRYTOWN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010591
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OSSINING CHILDREN'S CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RIVERKEEPER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt032 STATE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt120 SECOR ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OSSINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OSSINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010562
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110562
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt087000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0148150
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09574
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0192294
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0157724
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt044144
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09574
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES (SCHWAB XX5418)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AGENCY FEES (SCHWAB XX5418)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC EXPENSES (SCHWAB XX5418)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1891
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt261
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1891
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt261
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013696
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION AND TIMING DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01725
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt226289
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MARINER ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2INVESTMENT MANAGEMENT FEES (CITI XX8768)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01725
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt110125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt226289
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01725
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt110125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt226289
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0296
TaxesSchedule/TaxesDetail/Amt1773
TaxesSchedule/TaxesDetail/Amt23804
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES - CHARLES SCHWAB XX5418
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES - CITIBANK XX8768
TaxesSchedule/TaxesDetail/CategoryTxt2TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0296
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1773
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt23804
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC C NEVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02128695900
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AGB FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0AGBF
ReturnHeader/Filer/EIN0133632843
ReturnHeader/Filer/PhoneNum02128695900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 412
ReturnHeader/Filer/USAddress/CityNm0TARRYTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010591
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204553256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARINER WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 BROADWAY 27TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02128695900
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIAS A KARIS CPA
ReturnHeader/ReturnTs02022-11-15T16:37:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEVIN
ReturnHeader/TaxPeriodBeginDt02021-01-01

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,713,336
Liabilities
$0
Net assets
$4,713,336
Revenue
$1,943,258
Expenses
$164,089
Net income
$1,779,169
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.03$0.24$0.27
2023Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.01$0.10$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.07$0.26$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$1.94$0.16$1.78
2020Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.25$0.25$0.00
2019Summary only. Only limited summary data is available for this year.$2.92$0.00$0.18$0.24$0.06
2015Summary only. Only limited summary data is available for this year.$2.76$0.00$0.18$0.25$0.08
2014Summary only. Only limited summary data is available for this year.$2.83$0.00$0.24$0.26$0.02
2013Summary only. Only limited summary data is available for this year.$2.85$0.00$0.27$0.26$0.01
2012Summary only. Only limited summary data is available for this year.$2.84$0.00$0.35$0.24$0.10
2011Summary only. Only limited summary data is available for this year.$2.74$0.00$0.19$0.24$0.05