Civic Intelligence

Fitzsimmons Foundation

990PF • Fiscal year 2024 • EIN 20-8728898

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

Organization Profile
80 12th Street Suite 107Wheeling, WV 26003

(304) 233-5275

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-105%

Higher net margin than 5% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

21st percentile

-4.3%

Faster asset growth than 21% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-1.0%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$4,564,449

Down $203,984 (-4.3%) from 2023

Net Assets

Down

$4,564,449

Down $203,984 (-4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin5th percentile

Revenue

Down

$194,430

Down $2,043 (-1.0%) from 2023

Expenses

Down

$398,414

Down $74,661 (-16%) from 2023

Net Income

Up

-$203,984

Up $72,618 (+26%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,066,537Liabilities 2011: $02011Assets 2012: $1,982,109Liabilities 2012: $02012Assets 2013: $1,911,362Liabilities 2013: $02013Assets 2014: $3,396,885Liabilities 2014: $02014Assets 2015: $3,268,136Liabilities 2015: $02015Assets 2017: $6,042,698Liabilities 2017: $0Net Assets 2017: $6,042,6982017Assets 2018: $5,929,988Liabilities 2018: $0Net Assets 2018: $5,929,9882018Assets 2019: $5,775,706Liabilities 2019: $0Net Assets 2019: $5,775,7062019Assets 2020: $5,567,662Liabilities 2020: $0Net Assets 2020: $5,567,6622020Assets 2021: $5,338,698Liabilities 2021: $0Net Assets 2021: $5,338,6982021Assets 2022: $5,045,035Liabilities 2022: $0Net Assets 2022: $5,045,0352022Assets 2023: $4,768,433Liabilities 2023: $0Net Assets 2023: $4,768,4332023Assets 2024: $4,564,449Liabilities 2024: $0Net Assets 2024: $4,564,4492024

Highlighted filing

2024

Assets$4,564,449
Liabilities$0
Net Assets$4,564,449
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $34,994Expenses 2011: $89,635Net Income 2011: -$54,6412011Revenue 2012: $20,525Expenses 2012: $104,953Net Income 2012: -$84,4282012Revenue 2013: $41,254Expenses 2013: $112,001Net Income 2013: -$70,7472013Revenue 2014: $1,597,566Expenses 2014: $112,043Net Income 2014: $1,485,5232014Revenue 2015: $99,731Expenses 2015: $224,960Net Income 2015: -$125,2292015Revenue 2017: $2,168,029Expenses 2017: $230,978Net Income 2017: $1,937,0512017Revenue 2018: $159,647Expenses 2018: $286,891Net Income 2018: -$127,2442018Revenue 2019: $199,843Expenses 2019: $354,125Net Income 2019: -$154,2822019Revenue 2020: $167,868Expenses 2020: $375,912Net Income 2020: -$208,0442020Revenue 2021: $162,525Expenses 2021: $389,433Net Income 2021: -$226,9082021Revenue 2022: $155,407Expenses 2022: $448,543Net Income 2022: -$293,1362022Revenue 2023: $196,473Expenses 2023: $473,075Net Income 2023: -$276,6022023Revenue 2024: $194,430Expenses 2024: $398,414Net Income 2024: -$203,9842024

Highlighted filing

2024

Revenue$194,430
Expenses$398,414
Net Income-$203,984
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAYLEEN F CLOUGHTrustee & 2nd Vice President-$0--
ROBERT P FITZSIMMONSTrustee & President-$0--
SUNNI L FITZSIMMONSTrustee & Vice President-$0--
ROBERT J FITZSIMMONSTrustee & Secretary-$0--
CLAYTON J FITZSIMMONSTrustee & Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Fitzsimmons Foundation
EIN
20-8728898
In Care Of
% Kayleen F Clough
Phone
3042335275
Address
80 12th Street Suite 107, Wheeling, WV 26003

Signing Officer

Name
Kayleen F Clough
Title
Trustee
Phone
3042771700
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Herndon Morton Herndon Yaeger
Address
83 Edgington Lane, Wheeling, WV 26003
Preparer
Robert J Krall
Phone
3042422300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56135 SHS UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm571500 SHS VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm581300 SHS VESTA WINDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5957 SHS VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60145 SHS VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61250 SHS VULCAN MATERIALS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62280 SHS WALGREENS BOOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63210 SHS WALMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64250 SHS WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651000 SHS WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66550 SHS 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67137 SHS SOLVENTUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681000 SHS ISHARES MSCI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691700 SHS ISHARES SP MIDCAP400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701300 SHS ISHARES SP MIDCAP400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711580 SHS ISHARES S&P SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm721260 SHS ISHARES SP SML CAP600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731846498SHS AMERIC FD EUROPACI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7419646180SHS AMERIC FD NEW WRL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm753664872SHS DODGE&COX INTL STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76175 SHS AMER TWR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77125 SHS PUBLIC STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78845 SHS WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79362 SHS WARNER BROS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8030 SHS EMBECTA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt025000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt325000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt60
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt80
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt90
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1020000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1120000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1225000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1425000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0American Express
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BMW BANK OF NORTH 3.8%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FIRST NTNL BANK 3.15%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MERRICK BANK 3.8%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CUSTOMERS BANK 3.2%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BARCLAYS BANK 2.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MORGAN STANLEY 2.9%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BANKERS BANK 3.05%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BARCLAYS BANK 3.2%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9DISCOVER BANK 3.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10MORGAN STANLEY 3.15%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11LIVE OAK BANKINGN 3.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SYNCHRONY BANK 3.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13Morgan Stanley 2.35%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14First Guaranty Bank 3.9%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt324862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt60
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt80
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt90
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1019918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1119912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1224871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1424964
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt038575
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt1158779
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionCd003
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionCd104
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0197354
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0197354
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0395000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0395000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0158779
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0158779
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-203984
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0441165
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt038575
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt038575
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2924
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0197354
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0395125
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0398414
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0197354
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0194430
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0444089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0441165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publically Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-2924
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-203984
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04564449
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04768433
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04564449
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0443333
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0443333
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0443333
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0446076
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02743
IRS990PF/DistributableAmountGrp/TotalTaxAmt02743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02740
IRS990PF/FMVAssetsEOYAmt09299484
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0344906
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0181236
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0181236
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0549770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0399901
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0375890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03104211
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03079902
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07839600
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt04768433
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt04564449
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0325000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0165000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0164348
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0444546
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0738410
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0738410
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04768433
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04564449
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09299484
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04768433
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04564449
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04768433
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04564449
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09057378
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0960021
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08097357
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0135861
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0446076
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08921517
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09057378
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,564,449
Liabilities
$0
Net assets
$4,564,449
Revenue
$194,430
Expenses
$398,414
Net income
-$203,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.19$0.40$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.20$0.47$0.28
2022Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.16$0.45$0.29
2021Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.16$0.39$0.23
2020Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.17$0.38$0.21
2019Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.20$0.35$0.15
2018Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.16$0.29$0.13
2017Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$2.17$0.23$1.94
2015Summary only. Only limited summary data is available for this year.$3.27$0.00$0.10$0.22$0.13
2014Summary only. Only limited summary data is available for this year.$3.40$0.00$1.60$0.11$1.49
2013Summary only. Only limited summary data is available for this year.$1.91$0.00$0.04$0.11$0.07
2012Summary only. Only limited summary data is available for this year.$1.98$0.00$0.02$0.10$0.08
2011Summary only. Only limited summary data is available for this year.$2.07$0.00$0.03$0.09$0.05