Civic Intelligence

The Lu Foundation

990PF • Fiscal year 2019 • EIN 20-4664674

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile
820 S Monaco PkwyDenver, CO 80224

(303) 898-0287

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

63rd percentile

9.7%

Higher net margin than 63% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

44th percentile

0.6%

Faster asset growth than 44% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-2.4%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,844,254

Up $18,047 (+0.6%) from 2018

Net Assets

Up

$2,844,254

Up $18,047 (+0.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin63rd percentile

Revenue

Down

$185,538

Down $4,618 (-2.4%) from 2018

Expenses

Up

$167,491

Up $5,230 (+3.2%) from 2018

Net Income

Down

$18,047

Down $9,848 (-35%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,527,722Liabilities 2010: $0Net Assets 2010: $1,527,7222010Assets 2011: $1,736,130Liabilities 2011: $0Net Assets 2011: $1,736,1302011Assets 2012: $1,706,908Liabilities 2012: $0Net Assets 2012: $1,706,9082012Assets 2013: $3,529,033Liabilities 2013: $0Net Assets 2013: $3,529,0332013Assets 2014: $3,421,495Liabilities 2014: $0Net Assets 2014: $3,421,4952014Assets 2015: $3,155,381Liabilities 2015: $0Net Assets 2015: $3,155,3812015Assets 2016: $3,017,567Liabilities 2016: $0Net Assets 2016: $3,017,5672016Assets 2017: $2,798,312Liabilities 2017: $0Net Assets 2017: $2,798,3122017Assets 2018: $2,826,207Liabilities 2018: $0Net Assets 2018: $2,826,2072018Assets 2019: $2,844,254Liabilities 2019: $0Net Assets 2019: $2,844,2542019Assets 2020: $2,861,145Liabilities 2020: $0Net Assets 2020: $2,861,1452020Assets 2021: $3,017,168Liabilities 2021: $0Net Assets 2021: $3,017,1682021Assets 2022: $3,841,348Liabilities 2022: $0Net Assets 2022: $3,841,3482022Assets 2023: $3,895,797Liabilities 2023: $12023Assets 2024: $4,012,388Liabilities 2024: $0Net Assets 2024: $4,012,3882024

Highlighted filing

2019

Assets$2,844,254
Liabilities$0
Net Assets$2,844,254
Open 2019 Filing

Operations Trend

Revenue Growth36th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $83,8032010Expenses 2011: $78,9432011Expenses 2012: $79,1562012Revenue 2013: $1,911,077Expenses 2013: $93,373Net Income 2013: $1,817,7042013Revenue 2014: $8,658Expenses 2014: $115,624Net Income 2014: -$106,9662014Revenue 2015: -$90,494Expenses 2015: $175,620Net Income 2015: -$266,1142015Revenue 2016: $32,733Expenses 2016: $170,547Net Income 2016: -$137,8142016Revenue 2017: $60,775Expenses 2017: $165,073Net Income 2017: -$104,2982017Revenue 2018: $190,156Expenses 2018: $162,261Net Income 2018: $27,8952018Revenue 2019: $185,538Expenses 2019: $167,491Net Income 2019: $18,0472019Revenue 2020: $196,533Expenses 2020: $179,642Net Income 2020: $16,8912020Revenue 2021: $337,452Expenses 2021: $181,429Net Income 2021: $156,0232021Revenue 2022: $742,744Expenses 2022: $212,986Net Income 2022: $529,7582022Revenue 2023: $285,926Expenses 2023: $233,604Net Income 2023: $52,3222023Revenue 2024: $370,975Expenses 2024: $254,384Net Income 2024: $116,5912024

Highlighted filing

2019

Revenue$185,538
Expenses$167,491
Net Income$18,047
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C MIKE LUPresident-$0--
C MARIA LUSecretary-$0--
Y JEFF LUDirector-$0--
CONNIE LUDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Lu Foundation
EIN
20-4664674
Phone
3038980287
Address
820 S MONACO PKWY, DENVER, CO 80224

Signing Officer

Name
Mike Lu
Title
President
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Charles H Bryson II CPA
Phone
8019724800
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024048
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt019196
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt016357
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt080873
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0DGP IV OWNERSHIP OFFSHORE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1DGP OWNERSHIP OFFSHORE LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2FILMRISE ACQUISTIONS LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3FILMRISE IX HARLAN LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4W ST DF ONSHORE FEEDER FD
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0284
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt12
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt21420
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt3205
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0124117
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt018268
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0142385
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt091430
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035553
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0154000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0154000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt043153
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt024048
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024048
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024048
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt018047
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0161655
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt080873
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt080873
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt080873
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035553
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0126983
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt09611
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09611
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09611
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01911
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0256
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0256
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0256
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0104921
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt013491
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0154000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013491
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0167491
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0140474
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0185538
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt013491
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013491
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013491
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt0724
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0724
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12001-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22007-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt052372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt173712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt118811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt419196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt049892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt192523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TD AMERITRADE ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TD AMERITRADE LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DGP OWNERSHIP OFFSHORE FEEDER FUND LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt035553
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-2468
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018047
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02844254
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02826207
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02844254
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0149746
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0149746
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0149746
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0152286
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02540
IRS990PF/DistributableAmountGrp/TotalTaxAmt02540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt03300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05130
IRS990PF/FMVAssetsEOYAmt03162987
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05834
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt08790
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0409883
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0425424
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0617466
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0457350
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0668221
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0791956
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02826207
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02844254
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01958974
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01744775
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01744775
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02826207
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02844254
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03162987
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02826207
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02844254
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02826207
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02844254
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03092092
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01804387
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01287705
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt046381
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0152286
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03045711
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03092092
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,844,254
Liabilities
$0
Net assets
$2,844,254
Revenue
$185,538
Expenses
$167,491
Net income
$18,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$0.37$0.25$0.12
2023Summary only. Only limited summary data is available for this year.$3.90$0.00$0.29$0.23$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.74$0.21$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.34$0.18$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.20$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.19$0.17$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.19$0.16$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.06$0.17$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.03$0.17$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.09$0.18$0.27
2014Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.01$0.12$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$1.91$0.09$1.82
2012Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08