Civic Intelligence

E J Grassmann Trust

990PF • Fiscal year 2022 • EIN 22-6326539

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization Profile
PO Box 4470Warren, NJ 07059-0470

(908) 753-2440

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

11th percentile

-55%

Higher net margin than 11% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

37th percentile

$101,857

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

36th percentile

-3.6%

Faster asset growth than 36% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-29%

Faster revenue growth than 20% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$21,890,818

Down $828,218 (-3.6%) from 2021

Net Assets

Down

$21,890,818

Down $828,218 (-3.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin11th percentile

Revenue

Down

$1,393,906

Down $560,072 (-29%) from 2021

Expenses

Up

$2,163,061

Up $302,669 (+16%) from 2021

Net Income

Down

-$769,155

Down $862,741 (-922%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$30M$20M$10M$0Assets 2011: $24,876,732Liabilities 2011: $02011Assets 2012: $24,266,701Liabilities 2012: $9512012Assets 2013: $23,753,932Liabilities 2013: $02013Assets 2014: $24,037,665Liabilities 2014: $02014Assets 2015: $24,042,174Liabilities 2015: $1,3182015Assets 2019: $23,546,439Liabilities 2019: $02019Assets 2020: $22,800,396Liabilities 2020: $0Net Assets 2020: $22,800,3962020Assets 2021: $22,719,036Liabilities 2021: $0Net Assets 2021: $22,719,0362021Assets 2022: $21,890,818Liabilities 2022: $0Net Assets 2022: $21,890,8182022Assets 2023: $22,189,226Liabilities 2023: $0Net Assets 2023: $22,189,2262023Assets 2024: $22,216,745Liabilities 2024: $0Net Assets 2024: $22,216,7452024

Highlighted filing

2022

Assets$21,890,818
Liabilities$0
Net Assets$21,890,818
Open 2022 Filing

Operations Trend

Revenue Growth20th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,080,001Expenses 2011: $1,711,705Net Income 2011: -$631,7042011Revenue 2012: $1,379,984Expenses 2012: $1,703,181Net Income 2012: -$323,1972012Revenue 2013: $1,585,096Expenses 2013: $1,744,480Net Income 2013: -$159,3842013Revenue 2014: $2,189,018Expenses 2014: $1,812,741Net Income 2014: $376,2772014Revenue 2015: $1,842,832Expenses 2015: $1,715,666Net Income 2015: $127,1662015Revenue 2019: $2,066,403Expenses 2019: $1,752,391Net Income 2019: $314,0122019Revenue 2020: $1,356,927Expenses 2020: $1,882,643Net Income 2020: -$525,7162020Revenue 2021: $1,953,978Expenses 2021: $1,860,392Net Income 2021: $93,5862021Revenue 2022: $1,393,906Expenses 2022: $2,163,061Net Income 2022: -$769,1552022Revenue 2023: $2,116,656Expenses 2023: $1,818,248Net Income 2023: $298,4082023Revenue 2024: $2,292,901Expenses 2024: $2,265,382Net Income 2024: $27,5192024

Highlighted filing

2022

Revenue$1,393,906
Expenses$2,163,061
Net Income-$769,155
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM V ENGEL ESQTrustee, Executive DirectorPT$101,857-$101,857
SUZANNE B ENGELTrustee-$70,856-$70,856
ROBERT S DEVLIN ESQTrustee-$66,442-$66,442
AMY M ZIEBARTHTrustee-$56,546-$56,546
MICHAEL O'NEILLTrustee-$54,914-$54,914
ANITA V SPIVEYTrustee (Retired)-$15,942-$15,942
HUNTER W CORBINTrustee (Retired)-$14,972-$14,972
Filing and Contact Details

Filer

Filer Name
Ej Grassmann Trust
EIN
22-6326539
Phone
9087532440
Address
PO BOX 4470, WARREN, NJ 07059-0470

Signing Officer

Name
William V Engel
Title
Trustee
Phone
9087532440
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
20 COMMERCE DRIVE SUITE 301, CRANFORD, NJ 07016-3618
Preparer
Scott Brown
Phone
9082726200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMAZON.COM INC (AMZN) 2,200.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AT&T INC (T) 10,000.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BARRICK GOLD CORP(GOLD) 5,500.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CHEVRON CORP (CVX) 1,000.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COCA COLA CO COM (KO) 3,000.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5COLGATE PALMOLIVE CO (CL) 1,500.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6COSTCO WHOLESALE CORP (COST) 1,250.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CVS HEALTH CORP (CVS) 4,000.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8FANUC CORP ADR (FANUY) 4,000.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9GENL DYNAMICS CORP (GD) 1,000.000 SHARES
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05677
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1GRANTS RESCINDED
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt08845
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt17600
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01393906
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01393906
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt019823
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019823
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0515359
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0152612
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0228917
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0381529
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01639235
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01639235
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0656681
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0653895
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-769155
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04340096
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05677
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05677
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt08787
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt08787
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0717889
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0937273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt061361
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011027
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt061677
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03518
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt016445
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04018
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt043010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01890818
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0243962
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02163061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01181235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01393906
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0251583
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0243962
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0523826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03622207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0629285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-202530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt288604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0629285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-202530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt288604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04251492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt188604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1THRU SCHEDULE K-1 - ASHFORD CAPITAL PARTNERS, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0515359
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-769155
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt059063
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021949881
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022719036
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021890818
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01557314
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01549714
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01557314
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01562742
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt07600
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013028
IRS990PF/DistributableAmountGrp/TotalTaxAmt013028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt035964
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt048992
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt035964
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt048992
IRS990PF/FMVAssetsEOYAmt029182966
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029358
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt030069
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt030069
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0306965
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0304564
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0289686
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04741940
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03936299
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08726081
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt022719036
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt021890818
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt08992
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt013080593
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt013273845
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015885408
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04251183
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02075752
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02033218
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022719036
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021890818
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt029182966
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022719036
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021890818
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022719036
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021890818
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0300005
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02270289
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02218504
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031730795
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0438412
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt031292383
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0475962
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01562742
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt031254833
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt031730795
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0101857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt166442
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt270856
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt354914
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt456546
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt515942
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt614972
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM V ENGEL ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT S DEVLIN ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUZANNE B ENGEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHAEL O'NEILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4AMY M ZIEBARTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ANITA V SPIVEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6HUNTER W CORBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE, EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE (RETIRED)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE (RETIRED)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 4470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 4470

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,890,818
Liabilities
$0
Net assets
$21,890,818
Revenue
$1,393,906
Expenses
$2,163,061
Net income
-$769,155
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$2.29$2.27$0.03
2023Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$2.12$1.82$0.30
2022Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$1.39$2.16$0.77
2021Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$1.95$1.86$0.09
2020Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$1.36$1.88$0.53
2019Summary only. Only limited summary data is available for this year.$23.5$0.00$2.07$1.75$0.31
2015Summary only. Only limited summary data is available for this year.$24.0$0.00$1.84$1.72$0.13
2014Summary only. Only limited summary data is available for this year.$24.0$0.00$2.19$1.81$0.38
2013Summary only. Only limited summary data is available for this year.$23.8$0.00$1.59$1.74$0.16
2012Summary only. Only limited summary data is available for this year.$24.3$0.00$1.38$1.70$0.32
2011Summary only. Only limited summary data is available for this year.$24.9$0.00$1.08$1.71$0.63