Civic Intelligence

Perry and Ruby Stevens Charitable Foundation

990PF • Fiscal year 2018 • EIN 20-4169959

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

12th percentile

-11%

Higher net margin than 12% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

22nd percentile

$144,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

23rd percentile

-2.7%

Faster asset growth than 23% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

51%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$57,379,613

Down $1,598,641 (-2.7%) from 2017

Net Assets

Down

$57,379,613

Down $1,598,641 (-2.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin12th percentile

Revenue

Up

$3,112,155

Up $1,047,576 (+51%) from 2017

Expenses

Down

$3,453,298

Down $316,450 (-8.4%) from 2017

Net Income

Up

-$341,143

Up $1,364,026 (+80%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2018

Assets$57,379,613
Liabilities$0
Net Assets$57,379,613
Open 2018 Filing

Operations Trend

Revenue Growth89th 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

2018

Revenue$3,112,155
Expenses$3,453,298
Net Income-$341,143
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURIE MILTONExecdirectorFT$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
2019-11-15

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
Raw XML AppendixShowing 400 of 1,002 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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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 - SEE ATTACHED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3SHORT-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY
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/BookValueAmt72114052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE SUMMARY OF INVESTMENT HOLDINGS:
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1- MUTUAL FUNDS (FIXED)
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/CategoryOrItemTxt10BLUE LION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11INC/DEC MESA WEST REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12INC/DEC KIMPACT EVERGREEN REAL ESTAT
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2CAPITAL SPRINGS K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3AGRIBOARD INTERNATIONAL
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4KIMPACT EVERGREEN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt047
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1477
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2647
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd21
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd31
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd41
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-20022
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-355110
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01360460
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02113830
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-362135
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03112155
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0152160
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0152160
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0602808
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0144000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02752000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02752000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0120166
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0129433
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0273132
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0273132
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-341143
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011085214
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt03014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0285053
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0285053
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt03014
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02126827
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01416820
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0108186
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0109769
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0802275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0427143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt026256
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt026256
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt010049
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt010049
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0125554
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0125554
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02752000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0546448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03453298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01963268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03112155
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0546448
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0701298
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01063
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0602808
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-341143
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03278460
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02020962
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt060658073
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt058978254
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt057379613
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02302367
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02302367
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02302367
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02316535
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014168
IRS990PF/DistributableAmountGrp/TotalTaxAmt014168
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01269
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014168
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014168
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014168
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02953
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011570
IRS990PF/FMVAssetsEOYAmt050940159
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt051966253
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt051966253
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0124828
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt093226
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt093226
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02190793
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0343359
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0307263
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt031072105
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt035012142
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt031467397
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0109983
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0121804
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt017920
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt011821
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05047848
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04927682
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04927682
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt019908764
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt016324159
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt013477367
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07012001
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05413360
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0615996
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0667224
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0667224
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt058978254
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt057379613
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt050940159
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt058978254
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt057379613
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt058978254
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt057379613
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt047036244
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt047036244
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0705544
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02316535
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt046330700
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt047036244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECDIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 291929
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 291929
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 291929

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$57,379,613
Liabilities
$0
Net assets
$57,379,613
Revenue
$3,112,155
Expenses
$3,453,298
Net income
-$341,143
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