Civic Intelligence

Elster Foundation Agt

990PF • Fiscal year 2016 • EIN 16-6054742

Jan 01, 2016 to Dec 31, 2016 • Filed on May 24, 2017

Organization Profile
35 Watergate DriveSarasota, FL 34236-4501

(941) 308-3081

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-64%

Higher net margin than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$6,678

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

30th percentile

-3.1%

Faster asset growth than 30% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-25%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$4,723,132

Down $150,542 (-3.1%) from 2015

Net Assets

Down

$4,723,132

Down $150,542 (-3.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Down

$219,478

Down $74,110 (-25%) from 2015

Expenses

Down

$360,508

Down $37,581 (-9.4%) from 2015

Net Income

Down

-$141,030

Down $36,529 (-35%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,826,603Liabilities 2010: $0Net Assets 2010: $5,826,6032010Assets 2011: $5,299,336Liabilities 2011: $0Net Assets 2011: $5,299,3362011Assets 2012: $5,449,960Liabilities 2012: $0Net Assets 2012: $5,449,9602012Assets 2013: $5,870,229Liabilities 2013: $0Net Assets 2013: $5,870,2292013Assets 2014: $5,643,821Liabilities 2014: $0Net Assets 2014: $5,643,8212014Assets 2015: $4,873,674Liabilities 2015: $0Net Assets 2015: $4,873,6742015Assets 2016: $4,723,132Liabilities 2016: $0Net Assets 2016: $4,723,1322016Assets 2017: $4,452,819Liabilities 2017: $0Net Assets 2017: $4,452,8192017Assets 2018: $4,314,262Liabilities 2018: $0Net Assets 2018: $4,314,2622018Assets 2019: $4,181,975Liabilities 2019: $0Net Assets 2019: $4,181,9752019Assets 2020: $4,526,259Liabilities 2020: $0Net Assets 2020: $4,526,2592020Assets 2021: $4,364,554Liabilities 2021: $0Net Assets 2021: $4,364,5542021Assets 2022: $4,149,063Liabilities 2022: $0Net Assets 2022: $4,149,0632022Assets 2023: $4,004,970Liabilities 2023: $0Net Assets 2023: $4,004,9702023Assets 2024: $3,998,278Liabilities 2024: $0Net Assets 2024: $3,998,2782024

Highlighted filing

2016

Assets$4,723,132
Liabilities$0
Net Assets$4,723,132
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $379,9152010Expenses 2011: $386,4642011Expenses 2012: $384,6732012Revenue 2013: $374,813Expenses 2013: $396,091Net Income 2013: -$21,2782013Revenue 2014: $533,928Expenses 2014: $428,010Net Income 2014: $105,9182014Revenue 2015: $293,588Expenses 2015: $398,089Net Income 2015: -$104,5012015Revenue 2016: $219,478Expenses 2016: $360,508Net Income 2016: -$141,0302016Revenue 2017: $71,139Expenses 2017: $324,821Net Income 2017: -$253,6822017Revenue 2018: $180,523Expenses 2018: $333,927Net Income 2018: -$153,4042018Revenue 2019: $87,140Expenses 2019: $220,343Net Income 2019: -$133,2032019Revenue 2020: $562,574Expenses 2020: $216,460Net Income 2020: $346,1142020Revenue 2021: $176,624Expenses 2021: $340,507Net Income 2021: -$163,8832021Revenue 2022: $189,681Expenses 2022: $405,173Net Income 2022: -$215,4922022Revenue 2023: $238,207Expenses 2023: $382,292Net Income 2023: -$144,0852023Revenue 2024: $405,134Expenses 2024: $411,321Net Income 2024: -$6,1872024

Highlighted filing

2016

Revenue$219,478
Expenses$360,508
Net Income-$141,030
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 24, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYDNEY E GOLDSTEINTrustee-$6,678-$6,678
AMY GEROME-ACUFFTrustee-$6,678-$6,678
DOUGLAS R GOLDSTEINTrustee-$6,678-$6,678
ELIZABETH GEER GOLDSTEINTrustee-$6,678-$6,678
NICOLE V ACUFFTrustee-$6,678-$6,678
Filing and Contact Details

Filer

Filer Name
Elster Foundation
EIN
16-6054742
Phone
9413083081
Address
35 WATERGATE DRIVE, SARASOTA, FL 34236-4501

Signing Officer

Name
Sydney E Goldstein
Title
Trustee
Phone
9413083081
Signed
2017-05-24
Discuss with paid preparer
Yes

Preparer

Firm
Plush Smith Pa
Address
2 N TAMIAMI TRL STE 506, SARASOTA, FL 34236-5587
Preparer
Carla Plush Smith
Phone
9419537587
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3PRINCIPAL INVESTORS MID CAP BLEND FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4GOLDMAN SACHS MID CAP VALUE-INSTL SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5FEDERATED KAUFMANN SMALL CAP FUND CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ANHEUSER BUSCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7INGREDION INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8JM SMUCKER CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9KRAFT HEINZ CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DISNEY WALT CO COM DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13HSN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MCDONALDS CORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EXXON MOBIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16KINDER MORGAN, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17SCHLUMBERGER LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BERKSHIRE HATHAWAY INC DEL CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19M & T BK CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20PORTFOLIO RECOVERY ASSOCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ROYAL BANK OF CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ABBOTT LABS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ABBVIE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DENTSPLY INTL INC (NEW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EXPRESS SCRIPTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NOVO-NORDISK A/S ADR CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BOEING CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CORNING INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CUMMINS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GENERAL ELECTRIC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GRAHAM CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SOUTHWEST AIRLS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ALPHABET INC CAP STK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37QUALCOM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DUPONT E I DE NEMOURS & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VODAFONE GROUP NEW ADR F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41FPA CRESCENT INST SHARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EXPEDITORS INTL WASH. INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FASTENAL CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44UNION PAC CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HARLEY DAVIDSON INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HOME DEPOT INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MATTEL INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48OMNICOM GROUP, INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TJX COS INC. NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51JPMORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52NORTHERN TR CORP. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PROGRESSIVE CORP. OH COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54US BANCORP DEL COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55WELLS FARGO & CO. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PFIZER, INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58TE CONNECTIVITY LTD REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59CISCO SYS INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60CORNING, INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61INTERNATIONAL BUS MACHS. CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ROYCE TOTAL RETURN FD CLASS I 427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VANGUARD INDEX FDS VGRD SMALL-CAP ET
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0635
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01835
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0113919
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07064
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt030890
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt033390
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0278250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0278250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt071112
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt071112
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt071112
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-141030
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02798137
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt042807
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt042807
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt042807
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0105559
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt071240
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0179
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0179
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0740
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt043269
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt044009
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02595
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0113919
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0310765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt049743
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0360508
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0120983
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0219478
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt032515
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt049743
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt082258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07064
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-141030
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt09512
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04732644
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04873674
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04723132
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0253233
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0253233
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0253233
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0254658
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01425
IRS990PF/DistributableAmountGrp/TotalTaxAmt01425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01888
IRS990PF/FMVAssetsEOYAmt05099379
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01026515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0861303
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0816934
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03233193
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02642735
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03068082
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04873674
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04723132
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0235489
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0791714
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0791714
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04873674
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04723132
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05099379
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04873674
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04723132
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04873674
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04723132
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0378477
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0427380
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0422649
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05170715
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt066012
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05104703
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt077561
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0254658
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05093154
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05170715
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06678
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16678
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt26678
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt36678
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt46678
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AMY GEROME-ACUFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DOUGLAS R GOLDSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH GEER GOLDSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4NICOLE V ACUFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE

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Filings

Displayed year

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

Open filing
Assets
$4,723,132
Liabilities
$0
Net assets
$4,723,132
Revenue
$219,478
Expenses
$360,508
Net income
-$141,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.41$0.41$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.24$0.38$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.19$0.41$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.18$0.34$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.56$0.22$0.35
2019Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.09$0.22$0.13
2018Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.18$0.33$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.07$0.32$0.25
2016Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.22$0.36$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.29$0.40$0.10
2014Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.53$0.43$0.11
2013Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.37$0.40$0.02
2012Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.38
2011Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.39
2010Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.38