Civic Intelligence

The Delle Foundation

990PF • Fiscal year 2017 • EIN 20-1247630

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 07, 2018

Organization Profile
PO Box 460Los Alamos, NM 87544

(505) 662-1036

Siviq Scores

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

Liabilities / Assets

94th percentile

0.05x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

2.05x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2017

Net Margin

9th percentile

-158%

Higher net margin than 9% of similar nonprofits.

2017 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2017

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.

2017 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2017

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2017 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

37%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$7,151,251

Up $1,115,404 (+18%) from 2016

Net Assets

Up

$6,790,138

Up $1,362,307 (+25%) from 2016

Liabilities

Down

$361,113

Down $246,903 (-41%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin9th percentile

Revenue

Up

$176,258

Up $47,757 (+37%) from 2016

Expenses

Down

$453,923

Down $146,835 (-24%) from 2016

Net Income

Up

-$277,665

Up $194,592 (+41%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$30M$20M$10M$0Assets 2010: $21,309,091Liabilities 2010: $0Net Assets 2010: $21,309,0912010Assets 2011: $20,804,486Liabilities 2011: $0Net Assets 2011: $20,804,4862011Assets 2012: $20,870,179Liabilities 2012: $0Net Assets 2012: $20,870,1792012Assets 2013: $23,662,399Liabilities 2013: $0Net Assets 2013: $23,662,3992013Assets 2014: $6,188,282Liabilities 2014: $430,000Net Assets 2014: $5,758,2822014Assets 2015: $5,801,645Liabilities 2015: $660,755Net Assets 2015: $5,140,8902015Assets 2016: $6,035,847Liabilities 2016: $608,016Net Assets 2016: $5,427,8312016Assets 2017: $7,151,251Liabilities 2017: $361,113Net Assets 2017: $6,790,1382017Assets 2019: $8,369,650Liabilities 2019: $609,500Net Assets 2019: $7,760,1502019Assets 2020: $8,034,169Liabilities 2020: $1,211,324Net Assets 2020: $6,822,8452020Assets 2021: $7,888,079Liabilities 2021: $1,298,496Net Assets 2021: $6,589,5832021Assets 2022: $6,050,808Liabilities 2022: $1,266,000Net Assets 2022: $4,784,8082022Assets 2023: $5,968,851Liabilities 2023: $1,181,556Net Assets 2023: $4,787,2952023Assets 2024: $5,451,530Liabilities 2024: $331,500Net Assets 2024: $5,120,0302024

Highlighted filing

2017

Assets$7,151,251
Liabilities$361,113
Net Assets$6,790,138
Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $483,8992010Expenses 2011: $55,9242011Expenses 2012: $1,161,5442012Revenue 2013: $4,014,021Expenses 2013: $1,221,801Net Income 2013: $2,792,2202013Revenue 2014: $562,019Expenses 2014: $1,569,501Net Income 2014: -$1,007,4822014Revenue 2015: $376,432Expenses 2015: $1,583,901Net Income 2015: -$1,207,4692015Revenue 2016: $128,501Expenses 2016: $600,758Net Income 2016: -$472,2572016Revenue 2017: $176,258Expenses 2017: $453,923Net Income 2017: -$277,6652017Revenue 2019: $1,304,370Expenses 2019: $553,036Net Income 2019: $751,3342019Revenue 2020: $27,180Expenses 2020: $1,500,712Net Income 2020: -$1,473,5322020Revenue 2021: $184,991Expenses 2021: $1,111,710Net Income 2021: -$926,7192021Revenue 2022: $26,674Expenses 2022: $947,652Net Income 2022: -$920,9782022Revenue 2023: $307,465Expenses 2023: $862,920Net Income 2023: -$555,4552023Revenue 2024: $187,305Expenses 2024: $109,290Net Income 2024: $78,0152024

Highlighted filing

2017

Revenue$176,258
Expenses$453,923
Net Income-$277,665
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY F HOWELLPresident-$0--
CHRISTINE CHANDLERVice President-$0--
SUSAN SEESTROMSecretary/Treasurer-$0--
DAN CASTILLODirector-$0--
BARBARA LEMMICKDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Delle Foundation
EIN
20-1247630
Phone
5056621036
Address
PO BOX 460, LOS ALAMOS, NM 87544

Signing Officer

Name
Jeffrey Howell
Title
President
Phone
5056621036
Signed
2018-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Paula R Cressy Baron CPA Pc
Address
1704 LLANO STREET SUITE B 271, SANTA FE, NM 87505
Preparer
Paula R Cressy Baron
Phone
5059883712
Raw XML AppendixShowing 400 of 772 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1221393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1430680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt156717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt168195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1725479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1819107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1912305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2035880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt213319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt043372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1162871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt245505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt720387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8216360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt945570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10463236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11109053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12143990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1321509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1475438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1527736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1616081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1786436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1838410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1950331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20143770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2118401
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/HowAcquiredCd8D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01713 SHARES GUGGENHEIM BULLETSHARES 2018 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17678 SHARES GUGGENHEIM BULLETSHARES 2019 CORP BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22138 SHARES GUGGENHEIM BULLETSHARES 2019 CORP BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc376 SHARES POWERSHARES EMRG MKTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4169 SHARES POWERSHARES FUNDAME H
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc582 SHARES SCHWAB US AGG BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc646 SHARES SPDR BLACKSTONE GSO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7244 SHARES SPDR S&P AEROSPACE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc84500 SHARES SCHWAB US MC ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9411 SHARES GUGGENHEIM S&P 500 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc105550 SHARES ISHARES CORE HIGH DIV ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111000 SHARES ISHARES CORE US ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc123055 SHARES POWERSHARES S&P 500 LOW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13595 SHARES SCHWAB INTERNATIONAL SMALL CAP EQY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141682 SHARES SCHWAB US DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15542 SHARES SCHWAB US DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16509 SHARES SCHWAB US LARGE CAP GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17959 SHARES SCHWAB US LARGE CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18549 SHARES SCHWAB US SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19843 SHARES SPDR S&P REGIONAL BANKING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20973 SHARES VANGUARD INFORMATION TECHNOLOGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21570 SHARES XTRACKERS MSCI EAFE HDGDEQY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0334398
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-277665
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01639972
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06790138
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05427831
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06790138
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0294015
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0294015
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0294015
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0301528
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07513
IRS990PF/DistributableAmountGrp/TotalTaxAmt07513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03462
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0975
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03462
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010975
IRS990PF/FMVAssetsEOYAmt07151251
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03016
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt07113
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0116
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0341
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0116
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0116
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02693711
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03969679
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03969679
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03055118
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02888942
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02888942
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0605000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0354000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0975
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05427831
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06790138
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0285702
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0292514
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0292514
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06035847
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07151251
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07151251
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0608016
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0361113
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06035847
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07151251
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05427831
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06790138
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06122390
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0141504
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05980886
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt091836
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0301528
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06030554
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06122390
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFREY F HOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTINE CHANDLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN SEESTROM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAN CASTILLO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BARBARA LEMMICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0614 PRESSLER STREET

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Filings

Displayed year

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

Open filing
Assets
$7,151,251
Liabilities
$361,113
Net assets
$6,790,138
Revenue
$176,258
Expenses
$453,923
Net income
-$277,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.45$0.33$5.12$0.19$0.11$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.97$1.18$4.79$0.31$0.86$0.56
2022Detailed filing. Detailed filing data is available for this year.$6.05$1.27$4.78$0.03$0.95$0.92
2021Detailed filing. Detailed filing data is available for this year.$7.89$1.30$6.59$0.18$1.11$0.93
2020Detailed filing. Detailed filing data is available for this year.$8.03$1.21$6.82$0.03$1.50$1.47
2019Detailed filing. Detailed filing data is available for this year.$8.37$0.61$7.76$1.30$0.55$0.75
2017Detailed filing. Detailed filing data is available for this year.$7.15$0.36$6.79$0.18$0.45$0.28
2016Detailed filing. Detailed filing data is available for this year.$6.04$0.61$5.43$0.13$0.60$0.47
2015Detailed filing. Detailed filing data is available for this year.$5.80$0.66$5.14$0.38$1.58$1.21
2014Detailed filing. Detailed filing data is available for this year.$6.19$0.43$5.76$0.56$1.57$1.01
2013Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$4.01$1.22$2.79
2012Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$1.16
2011Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$0.06
2010Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$0.48