Civic Intelligence

Sigma Chapter of Phi Sigma Delta Educational Foundation

990PF • Fiscal year 2025 • EIN 23-1709257

Apr 01, 2024 to Mar 31, 2025 • Filed on Feb 12, 2026

Organization ProfileN/A
431 Science Park Road 302State College, PA 16803

(814) 238-8474

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.04x

Higher debt load relative to revenue than 41% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

11th percentile

-21%

Higher net margin than 11% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

29th percentile

-2.2%

Faster asset growth than 29% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

2.7%

Faster revenue growth than 42% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$2,122,276

Down $47,679 (-2.2%) from 2024

Net Assets

Up

$2,118,178

Up $41,280 (+2.0%) from 2024

Liabilities

Down

$4,098

Down $88,959 (-96%) from 2024

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin11th percentile

Revenue

Up

$94,128

Up $2,497 (+2.7%) from 2024

Expenses

Down

$114,343

Down $2,880 (-2.5%) from 2024

Net Income

Up

-$20,215

Up $5,377 (+21%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $790,237Liabilities 2010: $161,885Net Assets 2010: $628,3522010Assets 2011: $778,254Liabilities 2011: $60,643Net Assets 2011: $717,6112011Assets 2012: $1,711,109Liabilities 2012: $11,250Net Assets 2012: $1,699,8592012Assets 2013: $1,813,211Liabilities 2013: $0Net Assets 2013: $1,813,2112013Assets 2014: $1,985,587Liabilities 2014: $0Net Assets 2014: $1,985,5872014Assets 2015: $1,988,071Liabilities 2015: $2,232Net Assets 2015: $1,985,8392015Assets 2016: $1,855,057Liabilities 2016: $55,074Net Assets 2016: $1,799,9832016Assets 2017: $1,974,391Liabilities 2017: $56,016Net Assets 2017: $1,918,3752017Assets 2018: $1,997,654Liabilities 2018: $6,019Net Assets 2018: $1,991,6352018Assets 2019: $1,987,876Liabilities 2019: $60,967Net Assets 2019: $1,926,9092019Assets 2020: $1,627,722Liabilities 2020: $0Net Assets 2020: $1,627,7222020Assets 2021: $2,154,901Liabilities 2021: $5,147Net Assets 2021: $2,149,7542021Assets 2022: $2,147,563Liabilities 2022: $3,667Net Assets 2022: $2,143,8962022Assets 2023: $1,903,514Liabilities 2023: $475Net Assets 2023: $1,903,0392023Assets 2024: $2,169,955Liabilities 2024: $93,057Net Assets 2024: $2,076,8982024Assets 2025: $2,122,276Liabilities 2025: $4,098Net Assets 2025: $2,118,1782025

Highlighted filing

2025

Assets$2,122,276
Liabilities$4,098
Net Assets$2,118,178
Open 2025 Filing

Operations Trend

Revenue Growth42nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $129,216Expenses 2010: $47,661Net Income 2010: $81,5552010Revenue 2011: $100,648Expenses 2011: $53,620Net Income 2011: $47,0282011Revenue 2012: $1,070,575Expenses 2012: $115,827Net Income 2012: $954,7482012Expenses 2013: $75,5272013Revenue 2014: $333,388Expenses 2014: $63,097Net Income 2014: $270,2912014Revenue 2015: $82,176Expenses 2015: $125,419Net Income 2015: -$43,2432015Revenue 2016: $69,684Expenses 2016: $129,865Net Income 2016: -$60,1812016Revenue 2017: $172,563Expenses 2017: $125,899Net Income 2017: $46,6642017Revenue 2018: $178,518Expenses 2018: $141,589Net Income 2018: $36,9292018Revenue 2019: $83,062Expenses 2019: $124,480Net Income 2019: -$41,4182019Revenue 2020: $173,962Expenses 2020: $143,408Net Income 2020: $30,5542020Revenue 2021: $212,199Expenses 2021: $116,494Net Income 2021: $95,7052021Revenue 2022: $251,866Expenses 2022: $112,926Net Income 2022: $138,9402022Revenue 2023: $60,405Expenses 2023: $109,870Net Income 2023: -$49,4652023Revenue 2024: $91,631Expenses 2024: $117,223Net Income 2024: -$25,5922024Revenue 2025: $94,128Expenses 2025: $114,343Net Income 2025: -$20,2152025

Highlighted filing

2025

Revenue$94,128
Expenses$114,343
Net Income-$20,215
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 12, 2026
Return Version
2024v5.5
Mission and Program Overview

Mission

To aide primarily the pennsylvania state university and the need and/or worthy students thereof.

Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC HUNNPresident-$0--
MITCHELL KANTROWITZVice President-$0--
RON WILKTreasurer-$0--
BRIAN MANOFFSecretary-$0--
JONATHAN BERNSTEINImmediate Past President-$0--
FRED MORGANSTEINTrustee-$0--
LEN SCHWARTZTrustee-$0--
TODD SAFRATrustee-$0--
DOUG LEBOWTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPENNSYLVANIA STATE UNIVERSITYSCHOLARSHIPGOVUNIVERSITY PARK, PA, US$90,000
Filing and Contact Details

Filer

Filer Name
Sigma Chapter of Phi Sigma Delta
EIN
23-1709257
Phone
8142388474
Address
431 SCIENCE PARK ROAD 302, STATE COLLEGE, PA 16803

Signing Officer

Name
Ronald G Wilk
Title
Treasurer
Phone
8142388474
Signed
2026-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda
Phone
7177404863
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VANGAURD DIVIDEND APPRECIATION VIG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VANGUARD FTSE DEVELOPED MARKETS VEA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS VWO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VANGUARD MIDCAP VO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73META PLATFORMS INC CLASS A META
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt054183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0WELLS FARGO CASH AND SWEEP BALANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt054183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt055761
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt037858
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt093628
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt093628
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011305
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011305
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt037858
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt055761
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt055761
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20215
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0230913
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt037858
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt082103
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt011525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt011525
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01513
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0101305
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0114343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt093628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt094128
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011305
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011525
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0193055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt037858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt037858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0230913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037858
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-20215
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt061495
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02118178
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02076898
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02118178
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0106435
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0106435
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0106435
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0107576
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01141
IRS990PF/DistributableAmountGrp/TotalTaxAmt01141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01120
IRS990PF/FMVAssetsEOYAmt02122276
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0472
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02037656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02063946
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02063946
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt01028831
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt090000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01048067
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02118178
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0127884
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt054183
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt054183
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02585
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04098
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01120
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01120
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04415
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03027
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03027
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02169955
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02122276
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02122276
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt093057
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04098
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02169955
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02122276
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02076898
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02118178
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02184276
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011361
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02172915
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032764
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0107576
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02151512
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02184276
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
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/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
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/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ERIC HUNN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MITCHELL KANTROWITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RON WILK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BRIAN MANOFF

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,122,276
Liabilities
$4,098
Net assets
$2,118,178
Revenue
$94,128
Expenses
$114,343
Net income
-$20,215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.09$0.11$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.09$2.08$0.09$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.06$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.14$0.25$0.11$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.01$2.15$0.21$0.12$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.17$0.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.06$1.93$0.08$0.12$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.00$0.01$1.99$0.18$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.06$1.92$0.17$0.13$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.06$1.80$0.07$0.13$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.08$0.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.33$0.06$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$0.08
2012Summary only. Only limited summary data is available for this year.$1.71$0.01$1.70$1.07$0.12$0.95
2011Summary only. Only limited summary data is available for this year.$0.78$0.06$0.72$0.10$0.05$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.16$0.63$0.13$0.05$0.08