Civic Intelligence

Perry and Ruby Stevens Charitable Foundation

990PF • Fiscal year 2019 • EIN 20-4169959

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

Organization Profile
PO Box 291929Kerrville, TX 78029-1929

(830) 896-0630

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

3rd percentile

-121%

Higher net margin than 3% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

24th percentile

$144,000

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

53rd percentile

5.2%

Faster asset growth than 53% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$60,379,709

Up $3,000,096 (+5.2%) from 2018

Net Assets

Up

$60,376,530

Up $2,996,917 (+5.2%) from 2018

Liabilities

Up

$3,179

Up $3,179 from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin3rd percentile

Revenue

Down

$1,657,730

Down $1,454,425 (-47%) from 2018

Expenses

Up

$3,658,586

Up $205,288 (+5.9%) from 2018

Net Income

Down

-$2,000,856

Down $1,659,713 (-487%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$80M$60M$40M$20M$0Assets 2011: $24,521,459Liabilities 2011: $1,0172011Assets 2012: $49,476,318Liabilities 2012: $1,0162012Assets 2013: $59,601,257Liabilities 2013: $3,728Net Assets 2013: $59,597,5292013Assets 2014: $60,910,761Liabilities 2014: $0Net Assets 2014: $60,910,7612014Assets 2015: $66,301,724Liabilities 2015: $0Net Assets 2015: $66,301,7242015Assets 2016: $58,233,759Liabilities 2016: $0Net Assets 2016: $58,233,7592016Assets 2017: $58,978,254Liabilities 2017: $0Net Assets 2017: $58,978,2542017Assets 2018: $57,379,613Liabilities 2018: $0Net Assets 2018: $57,379,6132018Assets 2019: $60,379,709Liabilities 2019: $3,179Net Assets 2019: $60,376,5302019Assets 2020: $61,187,400Liabilities 2020: $3,766Net Assets 2020: $61,183,6342020Assets 2021: $61,076,498Liabilities 2021: $22Net Assets 2021: $61,076,4762021Assets 2022: $59,396,373Liabilities 2022: $1,350,060Net Assets 2022: $58,046,3132022Assets 2023: $63,957,747Liabilities 2023: $2,034,072Net Assets 2023: $61,923,6752023Assets 2024: $63,163,857Liabilities 2024: $1,348,304Net Assets 2024: $61,815,5532024

Highlighted filing

2019

Assets$60,379,709
Liabilities$3,179
Net Assets$60,376,530
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,838,580Expenses 2011: $1,475,632Net Income 2011: $1,362,9482011Revenue 2012: $1,198,695Expenses 2012: $1,513,468Net Income 2012: -$314,7732012Revenue 2013: $10,412,305Expenses 2013: $3,207,211Net Income 2013: $7,205,0942013Revenue 2014: $5,371,682Expenses 2014: $3,933,006Net Income 2014: $1,438,6762014Revenue 2015: $9,200,887Expenses 2015: $3,754,666Net Income 2015: $5,446,2212015Revenue 2016: -$1,001,565Expenses 2016: $3,715,189Net Income 2016: -$4,716,7542016Revenue 2017: $2,064,579Expenses 2017: $3,769,748Net Income 2017: -$1,705,1692017Revenue 2018: $3,112,155Expenses 2018: $3,453,298Net Income 2018: -$341,1432018Revenue 2019: $1,657,730Expenses 2019: $3,658,586Net Income 2019: -$2,000,8562019Revenue 2020: $1,690,440Expenses 2020: $2,870,900Net Income 2020: -$1,180,4602020Revenue 2021: $3,390,506Expenses 2021: $3,115,512Net Income 2021: $274,9942021Revenue 2022: $2,192,433Expenses 2022: $3,236,837Net Income 2022: -$1,044,4042022Revenue 2023: $4,900,785Expenses 2023: $3,302,080Net Income 2023: $1,598,7052023Revenue 2024: $3,719,784Expenses 2024: $3,815,908Net Income 2024: -$96,1242024

Highlighted filing

2019

Revenue$1,657,730
Expenses$3,658,586
Net Income-$2,000,856
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURIE MILTONExecdirector-$144,000-$144,000
PHILLIP MILTONTrustee-$0--
LEON JEFFCOATTrustee-$0--
ALLAN G PATERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Perry & Ruby Stevens
EIN
20-4169959
Phone
8308960630
Address
PO BOX 291929, KERRVILLE, TX 78029-1929

Signing Officer

Name
Laurie Milton
Title
Execdirector
Phone
8306343333
Signed
2020-11-15

Preparer

Firm
JOHNSON MILLER & CO CPA'S PC
Address
550 W TEXAS AVE STE 1000, MIDLAND, TX 79701-4279
Preparer
Steven T Jeffcoat
Phone
4326831835
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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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0DELL COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4SCANNER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5GLASS TOP FOR DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6SMALL TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7WALL LETTERING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8GRANTS MANAGEMENT SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10FLATSCREEN TV & MOUNT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11SILVERWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc121ST & 2ND INSTALLMENT ON BRONZE OF PERRY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13PORTRAIT OF PERRY & RUBY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14DELL COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15TONER CARTRIDGE
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22SOFTWARE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SCHWAB 6079
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1SCHWAB 6079
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2SCHWAB 8293
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3SCHWAB 8293
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4LONG-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE SUMMARY OF INVESTMENT HOLDINGS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE SUMMARY OF INVESTMENT HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SCHWAB 8293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SCHWAB 6079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SCHWAB 8293
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61560140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71771097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE SUMMARY OF INVESTMENT HOLDINGS:
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2- REITS, COMM., ALT, AND OTHER
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4INC/DEC - AGRIBOARD INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5INC/DEC - PLATINUM PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BLACK GOLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CITCO/WINTON
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9BREVET
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11INC/DEC MESA WEST REAL ESTATE
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2CAPITAL SPRINGS K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3AGRIBOARD
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4AGRIBOARD INTERNATIONAL
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5KIMPACT EVERGREEN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt041
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1327
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt212101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3-223
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd21
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd31
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd41
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd51
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-196734
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-241756
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02134737
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-85474
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-391533
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01657730
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0155628
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0155628
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0209013
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0144000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02953000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02953000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0101272
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0105351
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01088372
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01088372
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2000856
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt056712539
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt03517
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0358972
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0358972
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt03517
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-38517
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01786375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0166135
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0166267
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0687393
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0248903
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt010328
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt010328
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt0272
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0272
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0119209
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0119209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02953000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0557375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03658586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02343750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01657730
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0557375
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0705586
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01014
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0209013
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2000856
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt018536
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05016309
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt060395066
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt057379613
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt060376530
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02737908
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02737908
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02737908
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02755772
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017864
IRS990PF/DistributableAmountGrp/TotalTaxAmt017864
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0538
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt017864
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt017864
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt017864
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015000
IRS990PF/FMVAssetsEOYAmt056305995
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt051966253
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt051966253
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt093226
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0281070
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0281070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0343359
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0343359
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0343359
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt035012142
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt035311224
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt037692637
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0114193
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0121804
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt011821
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt07611
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04927682
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04826410
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04826410
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt016324159
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt018470437
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt012017921
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03179
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05413360
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08410277
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0667224
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01139598
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01139598
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt057379613
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt060379709
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt056305995
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03179
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt057379613
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt060379709
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt057379613
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt060376530
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt055954767
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0280000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt050848357
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0839322
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04826410
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02755772
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt055115445
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt055954767
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3144000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHILLIP MILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LEON JEFFCOAT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALLAN G PATERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LAURIE MILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,379,709
Liabilities
$3,179
Net assets
$60,376,530
Revenue
$1,657,730
Expenses
$3,658,586
Net income
-$2,000,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.2$1.35$61.8$3.72$3.82$0.10
2023Detailed filing. Detailed filing data is available for this year.$64.0$2.03$61.9$4.90$3.30$1.60
2022Detailed filing. Detailed filing data is available for this year.$59.4$1.35$58.0$2.19$3.24$1.04
2021Detailed filing. Detailed filing data is available for this year.$61.1$0.00$61.1$3.39$3.12$0.27
2020Detailed filing. Detailed filing data is available for this year.$61.2$0.00$61.2$1.69$2.87$1.18
2019Detailed filing. Detailed filing data is available for this year.$60.4$0.00$60.4$1.66$3.66$2.00
2018Detailed filing. Detailed filing data is available for this year.$57.4$0.00$57.4$3.11$3.45$0.34
2017Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$2.06$3.77$1.71
2016Detailed filing. Detailed filing data is available for this year.$58.2$0.00$58.2$1.00$3.72$4.72
2015Detailed filing. Detailed filing data is available for this year.$66.3$0.00$66.3$9.20$3.75$5.45
2014Detailed filing. Detailed filing data is available for this year.$60.9$0.00$60.9$5.37$3.93$1.44
2013Detailed filing. Detailed filing data is available for this year.$59.6$0.00$59.6$10.4$3.21$7.21
2012Summary only. Only limited summary data is available for this year.$49.5$0.00$1.20$1.51$0.31
2011Summary only. Only limited summary data is available for this year.$24.5$0.00$2.84$1.48$1.36