Civic Intelligence

Kathe Kasten Charitable Remainder Tr

990PF • Fiscal year 2019 • EIN 20-6717722

Jan 01, 2019 to Dec 31, 2019 • Filed on May 06, 2020

Organization Profile
c/o 1886 Hinds Road 2Toms River, NJ 08753

(732) 255-5000

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.00x

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

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

Net Margin

13th percentile

-154%

Higher net margin than 13% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

97th percentile

$45,879

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 47.4% of source-year revenue.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2019

Asset Growth

21st percentile

-4.3%

Faster asset growth than 21% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-33%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$3,348,539

Down $148,846 (-4.3%) from 2018

Net Assets

Down

$3,348,539

Down $148,846 (-4.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin13th percentile

Revenue

Down

$96,690

Down $47,614 (-33%) from 2018

Expenses

Up

$245,781

Up $46,528 (+23%) from 2018

Net Income

Down

-$149,091

Down $94,142 (-171%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,771,790Liabilities 2010: $0Net Assets 2010: $3,771,7902010Assets 2011: $3,695,022Liabilities 2011: $12011Assets 2012: $3,601,641Liabilities 2012: $0Net Assets 2012: $3,601,6412012Assets 2013: $3,521,751Liabilities 2013: $0Net Assets 2013: $3,521,7512013Assets 2014: $3,784,798Liabilities 2014: $0Net Assets 2014: $3,784,7982014Assets 2015: $3,558,181Liabilities 2015: $0Net Assets 2015: $3,558,1812015Assets 2016: $3,404,210Liabilities 2016: $0Net Assets 2016: $3,404,2102016Assets 2017: $3,553,006Liabilities 2017: $0Net Assets 2017: $3,553,0062017Assets 2018: $3,497,385Liabilities 2018: $0Net Assets 2018: $3,497,3852018Assets 2019: $3,348,539Liabilities 2019: $0Net Assets 2019: $3,348,5392019Assets 2020: $3,032,026Liabilities 2020: $0Net Assets 2020: $3,032,0262020Assets 2021: $3,133,072Liabilities 2021: $0Net Assets 2021: $3,133,0722021Assets 2022: $2,865,787Liabilities 2022: $0Net Assets 2022: $2,865,7872022Assets 2023: $2,743,859Liabilities 2023: $0Net Assets 2023: $2,743,8592023Assets 2024: $2,649,620Liabilities 2024: $0Net Assets 2024: $2,649,6202024

Highlighted filing

2019

Assets$3,348,539
Liabilities$0
Net Assets$3,348,539
Open 2019 Filing

Operations Trend

Revenue Growth28th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $350,2582010Revenue 2011: $212,894Expenses 2011: $288,766Net Income 2011: -$75,8722011Expenses 2012: $267,8112012Revenue 2013: $188,343Expenses 2013: $268,715Net Income 2013: -$80,3722013Revenue 2014: $583,035Expenses 2014: $286,291Net Income 2014: $296,7442014Revenue 2015: $70,538Expenses 2015: $297,145Net Income 2015: -$226,6072015Revenue 2016: $142,738Expenses 2016: $251,966Net Income 2016: -$109,2282016Revenue 2017: $357,493Expenses 2017: $338,575Net Income 2017: $18,9182017Revenue 2018: $144,304Expenses 2018: $199,253Net Income 2018: -$54,9492018Revenue 2019: $96,690Expenses 2019: $245,781Net Income 2019: -$149,0912019Revenue 2020: -$53,096Expenses 2020: $264,102Net Income 2020: -$317,1982020Revenue 2021: $378,538Expenses 2021: $276,357Net Income 2021: $102,1812021Revenue 2022: $26,606Expenses 2022: $292,949Net Income 2022: -$266,3432022Revenue 2023: $108,373Expenses 2023: $230,181Net Income 2023: -$121,8082023Revenue 2024: $148,252Expenses 2024: $243,475Net Income 2024: -$95,2232024

Highlighted filing

2019

Revenue$96,690
Expenses$245,781
Net Income-$149,091
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARDEN STATE TRUST COMPANYTrustee-$45,879-$45,879
Filing and Contact Details

Filer

Filer Name
Kathe Kasten Charitable Remainder
EIN
20-6717722
Phone
7322555000
Address
c/o 1886 Hinds Road 2, Toms River, NJ 08753

Signing Officer

Name
Garden State Trust Company
Title
Trust Officer
Signed
2020-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Koerner & Koerner PA
Address
10 Allen Street Suite 3A, Toms River, NJ 08753
Preparer
James K Koerner
Phone
7322442323
Raw XML Appendix377 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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0227301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0227915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0157819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0300172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0218948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0241703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0250242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.064711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.08353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03512554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03533881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03593761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03440482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03612110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03860730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0209470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.323556
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0209470
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0209470
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0209470
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01886 HINDS ROAD SUITE 2
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TOMS RIVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd008753
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GARDEN STATE TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum07322555000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt049500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt149500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt249500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt349500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1DEBORAH HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2LUTHERAN SOCIAL MINISTRIES OF NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3THE SEEING EYE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 UNION ST STE 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1212 TRENTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23 MANHATTAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROBBINSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROWNS MILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MORRISTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008691
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd307963
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0198000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0174399
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0174399
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0126974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt062063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt068214
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt068214
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0273045
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035071
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0126974
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048937
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt062063
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0209470
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035071
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0341259
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0306188
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01881
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02020 DIVIDENDS POSTED IN 2019
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02126
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02019 DIVIDENDS POSTED IN 2018
TaxesSchedule/TaxesDetail/Amt01059
TaxesSchedule/TaxesDetail/Amt1843
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - CURRENT YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0843
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARDEN STATE TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kathe Kasten Charitable Remainder
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Unitrust
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0206717722
ReturnHeader/Filer/PhoneNum07322555000
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o 1886 Hinds Road 2
ReturnHeader/Filer/USAddress/CityNm0Toms River
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008753
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221975109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Koerner & Koerner PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Allen Street Suite 3A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Toms River
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008753
ReturnHeader/PreparerPersonGrp/PhoneNum07322442323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James K Koerner
ReturnHeader/ReturnTs02020-05-11T11:54:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,348,539
Liabilities
$0
Net assets
$3,348,539
Revenue
$96,690
Expenses
$245,781
Net income
-$149,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.15$0.24$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$0.11$0.23$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.03$0.29$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.38$0.28$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.05$0.26$0.32
2019Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.10$0.25$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.14$0.20$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$0.36$0.34$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.14$0.25$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.07$0.30$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.58$0.29$0.30
2013Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.19$0.27$0.08
2012Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.27
2011Summary only. Only limited summary data is available for this year.$3.70$0.00$0.21$0.29$0.08
2010Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.35