Civic Intelligence

Jw Johnson Family Charitable Trust

990PF • Fiscal year 2023 • EIN 20-7203295

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
10813 East Windgate Pass DriveScottsdale, AZ 85255

(480) 513-1125

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.08x

Higher debt load relative to revenue than 46% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

8th percentile

-106%

Higher net margin than 8% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

22nd percentile

-3.4%

Faster asset growth than 22% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-77%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$7,785,528

Flat from 2023

Net Assets

$7,762,306

No earlier filing loaded for comparison.

Liabilities

Flat

$23,222

Flat from 2023

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin8th percentile

Revenue

Flat

$279,315

Flat from 2023

Expenses

Flat

$574,464

Flat from 2023

Net Income

Flat

-$295,149

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$10M$5.0M$0Assets 2011: $3,243,394Liabilities 2011: $31,850Net Assets 2011: $3,211,5442011Assets 2012: $4,925,686Liabilities 2012: $42,043Net Assets 2012: $4,883,6432012Assets 2013: $5,211,870Liabilities 2013: $950Net Assets 2013: $5,210,9202013Assets 2014: $6,460,773Liabilities 2014: $51,500Net Assets 2014: $6,409,2732014Assets 2015: $6,339,161Liabilities 2015: $10,500Net Assets 2015: $6,328,6612015Assets 2016: $5,890,849Liabilities 2016: $5,600Net Assets 2016: $5,885,2492016Assets 2017: $5,644,784Liabilities 2017: $5,000Net Assets 2017: $5,639,7842017Assets 2018: $6,719,207Liabilities 2018: $1,650Net Assets 2018: $6,717,5572018Assets 2019: $7,081,227Liabilities 2019: $1,550Net Assets 2019: $7,079,6772019Assets 2020: $7,232,858Liabilities 2020: $10,000Net Assets 2020: $7,222,8582020Assets 2021: $8,348,209Liabilities 2021: $1,900Net Assets 2021: $8,346,3092021Assets 2022: $8,059,205Liabilities 2022: $1,750Net Assets 2022: $8,057,4552022Assets 2023: $7,785,528Liabilities 2023: $23,222Net Assets 2023: $7,762,3062023Assets 2023: $7,785,528Liabilities 2023: $23,2222023

Highlighted filing

2023

Assets$7,785,528
Liabilities$23,222
Net Assets$7,762,306
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,179,9152011Expenses 2012: $197,7462012Revenue 2013: $781,861Expenses 2013: $454,584Net Income 2013: $327,2772013Revenue 2014: $1,696,761Expenses 2014: $498,408Net Income 2014: $1,198,3532014Revenue 2015: $507,234Expenses 2015: $587,846Net Income 2015: -$80,6122015Revenue 2016: $1,832,549Expenses 2016: $2,275,961Net Income 2016: -$443,4122016Revenue 2017: $1,145,992Expenses 2017: $1,391,457Net Income 2017: -$245,4652017Revenue 2018: $2,108,569Expenses 2018: $1,030,796Net Income 2018: $1,077,7732018Revenue 2019: $714,914Expenses 2019: $352,794Net Income 2019: $362,1202019Revenue 2020: $687,411Expenses 2020: $544,230Net Income 2020: $143,1812020Revenue 2021: $1,613,250Expenses 2021: $489,799Net Income 2021: $1,123,4512021Revenue 2022: $1,206,014Expenses 2022: $1,494,868Net Income 2022: -$288,8542022Revenue 2023: $279,315Expenses 2023: $574,464Net Income 2023: -$295,1492023Revenue 2023: $279,315Expenses 2023: $574,464Net Income 2023: -$295,1492023

Highlighted filing

2023

Revenue$279,315
Expenses$574,464
Net Income-$295,149
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL W JOHNSONTrustee-$0--
ELIZABETH B JOHNSONTrustee-$0--
KATHERINE E JOHNSON POTTERTrustee-$0--
DR GEOFFREY B JOHNSONTrustee-$0--
PETER J JOHNSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Quarry Fund
EIN
20-7203295
Phone
4805131125
Address
10813 EAST WINDGATE PASS DRIVE, SCOTTSDALE, AZ 85255

Signing Officer

Name
Joel W Johnson
Title
Trustee
Phone
4805131125
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Amg National Trust Bank
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908
Preparer
Sheri Sexton CPA
Phone
3036942190
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt011241
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0279315
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0279315
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02888
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02887
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05775
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt045641
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0501122
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0501122
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0222433
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0222433
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-295149
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02569848
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011241
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011241
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt045641
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0253130
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt024269
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt024269
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt021709
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021709
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01589
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt021589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0528279
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026185
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0574464
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0279315
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0279315
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt027157
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026185
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt073342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0634159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11209545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2331778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3348725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-122184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-8525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt344231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4126665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-122184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-8525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt344231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4126665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0639613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11087361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2323253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3392956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4126665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMG #1274 PUBLICLY TRADED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AMG #1274 PUBLICLY TRADED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMG #6510 PUBLICLY TRADED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AMG #6510 PUBLICLY TRADED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt045641
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-295149
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07762306
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08057455
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07762306
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0532334
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0532334
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0532334
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0535853
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03519
IRS990PF/DistributableAmountGrp/TotalTaxAmt03519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015354
IRS990PF/FMVAssetsEOYAmt011498580
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01750
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt023222
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0640619
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0771676
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0771676
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0792732
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0836076
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0931241
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06625854
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06177776
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09795663
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08057455
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07762306
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08059205
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07785528
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011498580
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt023222
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08059205
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07785528
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08057455
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07762306
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010880264
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0385663
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010494601
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0163204
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0535853
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010717060
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010880264
IRS990PF/NameChangeInd0X
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

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,785,528
Liabilities
$23,222
Net assets
$7,762,306
Revenue
$279,315
Expenses
$574,464
Net income
-$295,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$7.79$0.02$7.76$0.28$0.57$0.30
2023Summary only. Only limited summary data is available for this year.$7.79$0.02$0.28$0.57$0.30
2022Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$1.21$1.49$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.35$0.00$8.35$1.61$0.49$1.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.01$7.22$0.69$0.54$0.14
2019Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.71$0.35$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.00$6.72$2.11$1.03$1.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.01$5.64$1.15$1.39$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.01$5.89$1.83$2.28$0.44
2015Detailed filing. Detailed filing data is available for this year.$6.34$0.01$6.33$0.51$0.59$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.46$0.05$6.41$1.70$0.50$1.20
2013Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.78$0.45$0.33
2012Detailed filing. Detailed filing data is available for this year.$4.93$0.04$4.88$0.20
2011Detailed filing. Detailed filing data is available for this year.$3.24$0.03$3.21$2.18