Civic Intelligence

William Bert Anderson Foundation Inc.

990PF • Fiscal year 2018 • EIN 20-0514422

Apr 01, 2017 to Mar 31, 2018 • Filed on Jun 13, 2018

125 N East StreetFrederick, MD 21701

(301) 662-6200

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-76%

Higher net margin than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-1.7%

Faster asset growth than 42% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

71%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$283,233

Down $5,032 (-1.7%) from 2017

Net Assets

Down

$283,233

Down $5,032 (-1.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$6,581

Up $2,722 (+71%) from 2017

Expenses

Down

$11,613

Down $50 (-0.4%) from 2017

Net Income

Up

-$5,032

Up $2,772 (+36%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $294,768Liabilities 2012: $02012Assets 2013: $326,839Liabilities 2013: $02013Assets 2014: $309,658Liabilities 2014: $02014Assets 2015: $305,416Liabilities 2015: $02015Assets 2016: $296,069Liabilities 2016: $0Net Assets 2016: $296,0692016Assets 2017: $288,265Liabilities 2017: $0Net Assets 2017: $288,2652017Assets 2018: $283,233Liabilities 2018: $0Net Assets 2018: $283,2332018Assets 2019: $305,567Liabilities 2019: $0Net Assets 2019: $305,5672019Assets 2020: $312,648Liabilities 2020: $02020Assets 2021: $378,181Liabilities 2021: $0Net Assets 2021: $378,1812021Assets 2022: $383,822Liabilities 2022: $0Net Assets 2022: $383,8222022Assets 2023: $422,198Liabilities 2023: $0Net Assets 2023: $422,1982023Assets 2024: $407,202Liabilities 2024: $0Net Assets 2024: $407,2022024Assets 2025: $429,567Liabilities 2025: $0Net Assets 2025: $429,5672025

Highlighted filing

2018

Assets$283,233
Liabilities$0
Net Assets$283,233

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $40,168Expenses 2012: $12,685Net Income 2012: $27,4832012Revenue 2013: $49,756Expenses 2013: $17,685Net Income 2013: $32,0712013Revenue 2014: $1,489Expenses 2014: $18,670Net Income 2014: -$17,1812014Revenue 2015: $1,413Expenses 2015: $5,655Net Income 2015: -$4,2422015Revenue 2016: $1,373Expenses 2016: $10,720Net Income 2016: -$9,3472016Revenue 2017: $3,859Expenses 2017: $11,663Net Income 2017: -$7,8042017Revenue 2018: $6,581Expenses 2018: $11,613Net Income 2018: -$5,0322018Revenue 2019: $33,188Expenses 2019: $10,854Net Income 2019: $22,3342019Revenue 2020: $47,966Expenses 2020: $40,885Net Income 2020: $7,0812020Revenue 2021: $81,313Expenses 2021: $15,780Net Income 2021: $65,5332021Revenue 2022: $41,696Expenses 2022: $36,055Net Income 2022: $5,6412022Revenue 2023: $67,868Expenses 2023: $29,492Net Income 2023: $38,3762023Revenue 2024: $22,480Expenses 2024: $37,476Net Income 2024: -$14,9962024Revenue 2025: $59,129Expenses 2025: $36,764Net Income 2025: $22,3652025

Highlighted filing

2018

Revenue$6,581
Expenses$11,613
Net Income-$5,032
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jun 13, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM ANDERSONPresident-$0--
JOE WELTYDirector-$0--
MARY BETH VISCODirector-$0--
Filing and Contact Details

Filer

Filer Name
The William Bert Anderson
EIN
20-0514422
Phone
3016626200
Address
125 N EAST STREET, FREDERICK, MD 21701

Signing Officer

Name
William Anderson
Title
President
Phone
3016626200
Signed
2018-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Rlh Cpas & Business Advisors LLC
Address
7420 HAYWARD ROAD SUITE 101, FREDERICK, MD 21702-2510
Preparer
C Ryan Hastings CPA
Phone
3016969449
Raw XML Appendix276 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0660
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0990-PF PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt020852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1127000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt042544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1236640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1REVERE BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MIDDLETOWN VALLEY BANK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0822
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05759
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06581
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06581
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0660
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0660
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06581
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0822
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0822
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0822
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5032
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt05759
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05759
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05759
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06453
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt099
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt099
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06581
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011485
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt011613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06581
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06581
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01485
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01613
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5032
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0283233
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0288265
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0283233
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018496
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018496
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt018496
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018625
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0129
IRS990PF/DistributableAmountGrp/TotalTaxAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0129
IRS990PF/FMVAssetsEOYAmt0414950
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt031615
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt025841
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt025841
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0156650
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0157392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0289109
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0288265
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0283233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0288265
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0283233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0414950
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0288265
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0283233
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0288265
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0283233
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0378182
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028728
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0249454
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05673
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0100000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018625
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0372509
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0378182
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOE WELTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY BETH VISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0125 N EAST ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1125 N EAST STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2125 N EAST STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FREDERICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FREDERICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FREDERICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd121701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd221701
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt014615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt014680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt011000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt018000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt017000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.034540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.032935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.016506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0372509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0318468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0303627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0302924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0317730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0306141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt011485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.196163
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt011485
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011485
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt011485
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM ANDERSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0125 N EAST STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FREDERICK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03016626200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DONATED 10,000 TO THE COMMUNITY FOUNDATION OF FREDERICK COUNTY TO SUPPORT THEIR SCHOLARSHIPS AND GRANTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt010000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0KEY MEMORIAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF FREDERICK C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0312 E CHURCH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FREDERICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010223
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01262
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018496
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011485
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08273
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01262
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0725
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0725
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADMINISTRATIVE COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt179
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt179
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0100000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0REVERE BANK NOTE
TaxesSchedule/TaxesDetail/Amt0128
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID - 990-PF TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0128
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03016626200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM BERT ANDERSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0200514422
ReturnHeader/Filer/PhoneNum03016626200
ReturnHeader/Filer/USAddress/AddressLine1Txt0125 N EAST STREET
ReturnHeader/Filer/USAddress/CityNm0FREDERICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07C07C2EEB1FC3C174FC318045657138083A9B5E5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C07C2EEB1FC3C174FC318045657138083A9B5E5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.77.104.65
ReturnHeader/FilingSecurityInformation/IPDt02018-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:14:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474974197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RLH CPAS & BUSINESS ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07420 HAYWARD ROAD SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREDERICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0217022510
ReturnHeader/PreparerPersonGrp/PhoneNum03016969449
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C RYAN HASTINGS CPA
ReturnHeader/ReturnTs02018-07-10T09:14:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.59$0.37$0.22
2024Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.22$0.37$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.68$0.29$0.38
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.42$0.36$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.81$0.16$0.66
2020Summary only. Only limited summary data is available for this year.$3.13$0.00$0.48$0.41$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.33$0.11$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.07$0.12$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.04$0.12$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.01$0.11$0.09
2015Summary only. Only limited summary data is available for this year.$3.05$0.00$0.01$0.06$0.04
2014Summary only. Only limited summary data is available for this year.$3.10$0.00$0.01$0.19$0.17
2013Summary only. Only limited summary data is available for this year.$3.27$0.00$0.50$0.18$0.32
2012Summary only. Only limited summary data is available for this year.$2.95$0.00$0.40$0.13$0.27