Civic Intelligence

The Allemall Foundation Inc

990PF • Fiscal year 2018 • EIN 20-0514500

Jul 01, 2017 to Jun 30, 2018 • Filed on May 06, 2019

Organization Profile
PO Box 25Libertytown, MD 21762

(301) 694-8444

Siviq Scores

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

Liabilities / Assets

81st percentile

0.52x

Higher debt load relative to assets than 81% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

3.65x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

88th percentile

50%

Higher net margin than 88% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

15th percentile

-6.9%

Faster asset growth than 15% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-25%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$8,695,097

Down $647,179 (-6.9%) from 2017

Net Assets

Down

$4,135,316

Down $245,210 (-5.6%) from 2017

Liabilities

Down

$4,559,781

Down $401,969 (-8.1%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin88th percentile

Revenue

Down

$1,248,365

Down $417,451 (-25%) from 2017

Expenses

Down

$630,319

Down $15,534 (-2.4%) from 2017

Net Income

Down

$618,046

Down $401,917 (-39%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$40M$30M$20M$10M$0Assets 2012: $3,940,933Liabilities 2012: $6,5322012Assets 2013: $4,977,007Liabilities 2013: $0Net Assets 2013: $4,977,0072013Assets 2014: $10,223,305Liabilities 2014: $470,599Net Assets 2014: $9,752,7062014Assets 2015: $8,357,814Liabilities 2015: $434,647Net Assets 2015: $7,923,1672015Assets 2016: $13,265,074Liabilities 2016: $836,817Net Assets 2016: $12,428,2572016Assets 2017: $9,342,276Liabilities 2017: $4,961,750Net Assets 2017: $4,380,5262017Assets 2018: $8,695,097Liabilities 2018: $4,559,781Net Assets 2018: $4,135,3162018Assets 2019: $11,717,108Liabilities 2019: $5,172,699Net Assets 2019: $6,544,4092019Assets 2020: $12,470,652Liabilities 2020: $2,286,029Net Assets 2020: $10,184,6232020Assets 2021: $14,304,543Liabilities 2021: $2,291,201Net Assets 2021: $12,013,3422021Assets 2022: $19,703,816Liabilities 2022: $1,902,341Net Assets 2022: $17,801,4752022Assets 2023: $24,696,517Liabilities 2023: $2,155,547Net Assets 2023: $22,540,9702023Assets 2024: $32,797,632Liabilities 2024: $2,118,208Net Assets 2024: $30,679,4242024

Highlighted filing

2018

Assets$8,695,097
Liabilities$4,559,781
Net Assets$4,135,316
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

$10M$5.0M$0Revenue 2012: $1,848,584Expenses 2012: $619,267Net Income 2012: $1,229,3172012Expenses 2013: $478,1672013Revenue 2014: $5,308,524Expenses 2014: $532,825Net Income 2014: $4,775,6992014Revenue 2015: $885,601Expenses 2015: $563,046Net Income 2015: $322,5552015Revenue 2016: $5,115,533Expenses 2016: $610,443Net Income 2016: $4,505,0902016Revenue 2017: $1,665,816Expenses 2017: $645,853Net Income 2017: $1,019,9632017Revenue 2018: $1,248,365Expenses 2018: $630,319Net Income 2018: $618,0462018Revenue 2019: $2,915,362Expenses 2019: $506,269Net Income 2019: $2,409,0932019Revenue 2020: $4,241,424Expenses 2020: $601,210Net Income 2020: $3,640,2142020Revenue 2021: $2,663,906Expenses 2021: $453,810Net Income 2021: $2,210,0962021Revenue 2022: $5,733,582Expenses 2022: $380,728Net Income 2022: $5,352,8542022Revenue 2023: $5,272,017Expenses 2023: $453,118Net Income 2023: $4,818,8992023Revenue 2024: $8,924,781Expenses 2024: $488,822Net Income 2024: $8,435,9592024

Highlighted filing

2018

Revenue$1,248,365
Expenses$630,319
Net Income$618,046
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 6, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD D SCOTTChairmanPT$0--
CATHERINE D SCOTTSecretary-$0--
JULIA SOISTMANPresidentPT$0--
KRISTEN PROCTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Allemall Foundation Inc
EIN
20-0514500
Phone
3016948444
Address
PO BOX 25, LIBERTYTOWN, MD 21762

Signing Officer

Name
Edward D Scott
Title
Chairman
Signed
2019-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Kinnett CPAs Inc
Address
409 Howard Farm Rd, Shepherdstown, WV 25443
Preparer
Karen Hacker Kinnett
Phone
3048766519
Raw XML AppendixShowing 400 of 982 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Prior period adjustment:The former preparer recorded contributions of noncash assets at fair market value and then accounted for membership interests at FMV plus or minus changes in equity from the date of contribution forward.I made the initial adjustment on the 2016 return to record investments at cost but have found that I needed to make more adjustments to tie the basis to cost at the beginning of the year. This prior period adjustment allows for proper accounting of the contribution of noncash assets and also allows for the proper accounting of assets and liabilities held by disregarded entities and to be consistent with the other investments recorded at cost held by the private foundation.The cost basis of the beginning of the year balance sheet was adjusted and the adjustments resulted in a decrease in net assets as of 7/1/17 totaling $863,257.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt099% OF TAYLOR PLANTATION LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154% OF WESTVIEW OFFICE LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt247% BONITA SPRINGS HOLDINGS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt349% BELLEFONTE HOLDINGS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt435.55% FREDERIC INVESTMENT GROUP III
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt211098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt334033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt411495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt516170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt616720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt710225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt37542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt37542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt341575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt411575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt516321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt616105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt79622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0200 SHS ANADARKO PETE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1300 SHS APACHE OIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22000 SHS CHESAPEAKE ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3500 SHS PRICE T ROW GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc45000 SHS RITE AID CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5300 SHS STARBUCKS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61000 SHS TWITTER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7500 SHS UNDER ARMOUR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01289
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01289
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0618046
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04135316
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03517270
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04135316
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01012355
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01012355
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01012355
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01017542
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05187
IRS990PF/DistributableAmountGrp/TotalTaxAmt05187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05248
IRS990PF/FMVAssetsEOYAmt025875583
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0465953
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01336939
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01329839
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt094677
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0235639
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0249170
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt01486175
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt06922152
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0135907
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0648464
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt05541395
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt05435977
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt012298968
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0534369
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0512557
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0512557
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt04924096
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt04522128
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt018914
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt017321
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt017321
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0117192
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0294498
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010605562
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt037654
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt037653
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0301435
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0215396
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0301435
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0301435
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0704
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0704
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0704
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03517270
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04135316
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01490420
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0560027
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0560027
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08479020
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08695097
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt025875583
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04961750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04559781
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08479020
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08695097
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03517270
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04135316
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt04522128
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020660750
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01895450
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt081463
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0309911
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt023205965
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01017542
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020350839
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025182878
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWARD D SCOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CATHERINE D SCOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JULIA SOISTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KRISTEN PROCTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,695,097
Liabilities
$4,559,781
Net assets
$4,135,316
Revenue
$1,248,365
Expenses
$630,319
Net income
$618,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.8$2.12$30.7$8.92$0.49$8.44
2023Detailed filing. Detailed filing data is available for this year.$24.7$2.16$22.5$5.27$0.45$4.82
2022Detailed filing. Detailed filing data is available for this year.$19.7$1.90$17.8$5.73$0.38$5.35
2021Detailed filing. Detailed filing data is available for this year.$14.3$2.29$12.0$2.66$0.45$2.21
2020Detailed filing. Detailed filing data is available for this year.$12.5$2.29$10.2$4.24$0.60$3.64
2019Detailed filing. Detailed filing data is available for this year.$11.7$5.17$6.54$2.92$0.51$2.41
2018Detailed filing. Detailed filing data is available for this year.$8.70$4.56$4.14$1.25$0.63$0.62
2017Detailed filing. Detailed filing data is available for this year.$9.34$4.96$4.38$1.67$0.65$1.02
2016Detailed filing. Detailed filing data is available for this year.$13.3$0.84$12.4$5.12$0.61$4.51
2015Detailed filing. Detailed filing data is available for this year.$8.36$0.43$7.92$0.89$0.56$0.32
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.47$9.75$5.31$0.53$4.78
2013Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.48
2012Summary only. Only limited summary data is available for this year.$3.94$0.01$1.85$0.62$1.23