Civic Intelligence

Howard R and Joy M Berlin Foundation

990PF • Fiscal year 2021 • EIN 22-3330579

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 31, 2023

Organization Profile
Box 3731 2007 Smoketree DriveCarefree, AZ 85377-3731

(908) 782-7300

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

6th percentile

-75%

Higher net margin than 6% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

11th percentile

-6.0%

Faster asset growth than 11% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2019 to 2021

Revenue Growth

50th percentile

14%

Faster revenue growth than 50% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$2,872,685

Down $378,776 (-12%) from 2019

Net Assets

Down

$2,871,795

Down $378,776 (-12%) from 2019

Liabilities

Flat

$890

Flat from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin6th percentile

Revenue

Up

$117,596

Up $27,630 (+31%) from 2019

Expenses

Down

$205,689

Down $86,014 (-29%) from 2019

Net Income

Up

-$88,093

Up $113,644 (+56%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,392,360Liabilities 2011: $8022011Assets 2012: $4,377,476Liabilities 2012: $8242012Assets 2013: $4,204,107Liabilities 2013: $8242013Assets 2014: $4,153,522Liabilities 2014: $8242014Assets 2015: $3,932,524Liabilities 2015: $8902015Assets 2018: $3,453,198Liabilities 2018: $890Net Assets 2018: $3,452,3082018Assets 2019: $3,251,461Liabilities 2019: $890Net Assets 2019: $3,250,5712019Assets 2021: $2,872,685Liabilities 2021: $890Net Assets 2021: $2,871,7952021Assets 2022: $2,696,307Liabilities 2022: $890Net Assets 2022: $2,695,4172022Assets 2023: $2,771,060Liabilities 2023: $890Net Assets 2023: $2,770,1702023Assets 2024: $2,767,699Liabilities 2024: $0Net Assets 2024: $2,767,6992024Assets 2025: $2,625,013Liabilities 2025: $12,086Net Assets 2025: $2,612,9272025

Highlighted filing

2021

Assets$2,872,685
Liabilities$890
Net Assets$2,871,795
Open 2021 Filing

Operations Trend

Revenue Growth50th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $166,395Expenses 2011: $266,030Net Income 2011: -$99,6352011Revenue 2012: $176,365Expenses 2012: $191,271Net Income 2012: -$14,9062012Revenue 2013: $17,652Expenses 2013: $191,021Net Income 2013: -$173,3692013Revenue 2014: $292,052Expenses 2014: $342,637Net Income 2014: -$50,5852014Revenue 2015: $30,449Expenses 2015: $251,513Net Income 2015: -$221,0642015Revenue 2018: -$85,242Expenses 2018: $183,298Net Income 2018: -$268,5402018Revenue 2019: $89,966Expenses 2019: $291,703Net Income 2019: -$201,7372019Revenue 2021: $117,596Expenses 2021: $205,689Net Income 2021: -$88,0932021Revenue 2022: $44,173Expenses 2022: $215,606Net Income 2022: -$171,4332022Revenue 2023: $154,743Expenses 2023: $76,350Net Income 2023: $78,3932023Revenue 2024: $132,404Expenses 2024: $121,650Net Income 2024: $10,7542024Revenue 2025: $145,107Expenses 2025: $285,685Net Income 2025: -$140,5782025

Highlighted filing

2021

Revenue$117,596
Expenses$205,689
Net Income-$88,093
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 31, 2023
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD R BERLINPresidentPT$0--
JOY M BERLINVice PresidentPT$0--
HOWARD R BERLIN JRDirectorPT$0--
CARTER F BERLINDirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHEARD MUSEUMSUPPORT ART MUSEUM.PCPHOENIX, AZ, US$65,000
Paid GrantHONOR HEALTH FOUNDATIONSUPPORT HOSPITAL.PCSCOTTSDALE, AZ, US$50,000
Paid GrantGOODWILL INDUSTRIES COLORADO SPRINGSSUPPORT SOCIAL SERVICES.PCCOLORADO SPRINGS, CO, US$40,000
Paid GrantFOOTHILLS CARINGSUPPORT SENIOR SERVICES.PCCAREFREE, AZ, US$25,000
Paid GrantDESERT BOTANICAL GARDENSSUPPORT BOTANICAL GARDEN.PCPHOENIX, AZ, US$10,000
Paid GrantKIWANIS CLUB CAREFREESUPPORT SOCIAL SERVICES.PCCAREFREE, AZ, US$10,000
Paid GrantGrand Canyon ConservancyNature ConservancyPCGrand Canyon Village, AZ, US$5,000
Paid GrantVFWVeteransPCPhoenix, AZ, US$100
Filing and Contact Details

Filer

Filer Name
Howard R & Joy M Berlin Foundation
EIN
22-3330579
In Care Of
% HOWARD R BERLIN JR
Phone
9087827300
Address
Box 3731 2007 Smoketree Drive, Carefree, AZ 85377-3731

Signing Officer

Name
Howard R Berlin JR
Title
CEO
Phone
9087827300
Signed
2023-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
1801 California St Ste 2900, Denver, CO 80202
Preparer
Robert W Conner
Phone
3038614545
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HOWARD R BERLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOY M BERLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HOWARD R BERLIN JR
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080904
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09087827300
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt440000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT ART MUSEUM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT BOTANICAL GARDEN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT SENIOR SERVICES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT HOSPITAL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT SOCIAL SERVICES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT SOCIAL SERVICES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Nature Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Veterans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HEARD MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DESERT BOTANICAL GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FOOTHILLS CARING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HONOR HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GOODWILL INDUSTRIES COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5KIWANIS CLUB CAREFREE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Grand Canyon Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7VFW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NON-AFFILIATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NON-AFFILIATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NON-AFFILIATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NON-AFFILIATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NON-AFFILIATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NON-AFFILIATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NON-AFFILIATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NON-AFFILIATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02301 NORTH CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11201 N GALVIN PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38125 N HAYDEN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41460 GARDEN OF THE GODS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 1498
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64 Tonto St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73333 N Central Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAREFREE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CAREFREE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Grand Canyon Village
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285377
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd385258
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480907
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd585377
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd686023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd785012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0205100
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/AppliedToCurrentYearAmt0205689
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0230859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt065539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt090180
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0260022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt054632
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt085689
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt025170
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt060519
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0470373
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt065539
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt090180
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0260022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt054632
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0205689
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0530892
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0556062
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0589
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0589
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04401
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13658
OtherDecreasesSchedule/OtherDecreasesDetail/Amt263275
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJ - NEUBERGER
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BASID ADJ - STARWOOD
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2REVERSE PRIOR YEAR TIMING DIFFERENCE
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RETURN OF CAPITAL
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Howard R Berlin JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09087827300
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Howard R & Joy M Berlin Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HOWA
ReturnHeader/Filer/EIN0223330579
ReturnHeader/Filer/InCareOfNm0% HOWARD R BERLIN JR
ReturnHeader/Filer/PhoneNum09087827300
ReturnHeader/Filer/USAddress/AddressLine1Txt0Box 3731 2007 Smoketree Drive
ReturnHeader/Filer/USAddress/CityNm0Carefree
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0853773731
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 California St Ste 2900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080202
ReturnHeader/PreparerPersonGrp/PhoneNum03038614545
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert W Conner
ReturnHeader/ReturnTs02023-06-08T09:50:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Howard R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Berlin JR
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,872,685
Liabilities
$890
Net assets
$2,871,795
Revenue
$117,596
Expenses
$205,689
Net income
-$88,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.63$0.01$2.61$0.15$0.29$0.14
2024Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.13$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.15$0.08$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.04$0.22$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.12$0.21$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.09$0.29$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.09$0.18$0.27
2015Summary only. Only limited summary data is available for this year.$3.93$0.00$0.03$0.25$0.22
2014Summary only. Only limited summary data is available for this year.$4.15$0.00$0.29$0.34$0.05
2013Summary only. Only limited summary data is available for this year.$4.20$0.00$0.02$0.19$0.17
2012Summary only. Only limited summary data is available for this year.$4.38$0.00$0.18$0.19$0.01
2011Summary only. Only limited summary data is available for this year.$4.39$0.00$0.17$0.27$0.10