Civic Intelligence

Roberts Brothers Foundation

990PF • Fiscal year 2014 • EIN 23-7023105

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 14, 2015

Organization Profile
PO Box 50239Santa Barbara, CA 93150

(805) 565-1402

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

89th percentile

53%

Higher net margin than 89% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

72nd percentile

9.2%

Faster asset growth than 72% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,277,463

Up $191,401 (+9.2%) from 2013

Net Assets

Up

$2,277,463

Up $191,401 (+9.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin89th percentile

Revenue

Up

$360,300

Up $77,647 (+27%) from 2013

Expenses

Up

$168,899

Up $52,544 (+45%) from 2013

Net Income

Up

$191,401

Up $25,103 (+15%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,919,764Liabilities 2012: $0Net Assets 2012: $1,919,7642012Assets 2013: $2,086,062Liabilities 2013: $0Net Assets 2013: $2,086,0622013Assets 2014: $2,277,463Liabilities 2014: $0Net Assets 2014: $2,277,4632014Assets 2015: $2,242,543Liabilities 2015: $0Net Assets 2015: $2,242,5432015Assets 2016: $2,311,703Liabilities 2016: $0Net Assets 2016: $2,311,7032016Assets 2017: $2,679,206Liabilities 2017: $0Net Assets 2017: $2,679,2062017Assets 2018: $2,681,420Liabilities 2018: $0Net Assets 2018: $2,681,4202018Assets 2019: $2,674,658Liabilities 2019: $0Net Assets 2019: $2,674,6582019Assets 2020: $2,339,632Liabilities 2020: $0Net Assets 2020: $2,339,6322020Assets 2021: $2,314,742Liabilities 2021: $0Net Assets 2021: $2,314,7422021Assets 2023: $2,154,528Liabilities 2023: $0Net Assets 2023: $2,154,5282023Assets 2024: $2,068,268Liabilities 2024: $0Net Assets 2024: $2,068,2682024

Highlighted filing

2014

Assets$2,277,463
Liabilities$0
Net Assets$2,277,463
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $138,2292012Revenue 2013: $282,653Expenses 2013: $116,355Net Income 2013: $166,2982013Revenue 2014: $360,300Expenses 2014: $168,899Net Income 2014: $191,4012014Revenue 2015: $217,397Expenses 2015: $252,317Net Income 2015: -$34,9202015Revenue 2016: $286,515Expenses 2016: $217,355Net Income 2016: $69,1602016Revenue 2017: $518,970Expenses 2017: $155,151Net Income 2017: $363,8192017Revenue 2018: $214,227Expenses 2018: $211,926Net Income 2018: $2,3012018Revenue 2019: $188,325Expenses 2019: $194,203Net Income 2019: -$5,8782019Revenue 2020: -$198,131Expenses 2020: $136,348Net Income 2020: -$334,4792020Revenue 2021: $201,631Expenses 2021: $226,568Net Income 2021: -$24,9372021Revenue 2023: $92,535Expenses 2023: $165,234Net Income 2023: -$72,6992023Revenue 2024: $84,699Expenses 2024: $170,461Net Income 2024: -$85,7622024

Highlighted filing

2014

Revenue$360,300
Expenses$168,899
Net Income$191,401
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA MATSONSecretary/Treasurer-$3,600-$3,600
DOROTHY B ROBERTSPresident/Managing Directo-$0--
REED SPANGLERDirector-$0--
KAREN M ROBERTSAgent-$0--
ROBIN ROBERTS CUDAHYAgent-$0--
Filing and Contact Details

Filer

Filer Name
Roberts Bros Foundation
EIN
23-7023105
Phone
8055651402
Address
PO BOX 50239, SANTA BARBARA, CA 93150

Signing Officer

Name
Dorothy B Roberts
Title
President
Phone
8055651402
Signed
2015-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
115 E MICHELTORENA ST 200, SANTA BARBARA, CA 93101
Preparer
Reed S Spangler
Phone
8059664157
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN CAPITAL AGENCY 1,500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN REALTY CAPITAL 2,500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN STATES WTR CO 1,800 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APOLLO INVESTMENT CORP 4,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ARES CAPITAL CORP 2,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AT&T INC 1,200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHEVRON CORP 1,700 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHIMERA INVESTMENT CORP 20,000 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JOHNSON & JOHNSON 500 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MEDICAL PROPERTIES TRUST 3,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MERCK & CO INC 1,350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MIDDLESEX WATER CO 2,000 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24NEW YORK COMMUNITY BANCORP 2,500 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26OMEGA HEALTHCARE REIT 1,100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PENNANTPARK INVESTMENT 3,000 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SEADRILL PARTNERS LLC 1,600 SHS
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0168899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0360300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0360300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05875
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07895
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4589021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5116136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6176204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt774720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt832967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-3205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-36
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-21193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-35721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8254018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-15623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1016987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt119323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-3205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-36
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-21193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-35721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8254018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-15623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1016987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt119323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1588352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt294943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3140483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4328738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt517344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt616987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt79323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0S/T CAP GAIN ELLINGTON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1L/T CAP GAIN ELLINGTON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2L/T CAP GAIN ENBRIDGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3L/T CAP GAIN NUSTAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4L/T CAP GAIN NUSTAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5S/T WELLS FARGO-COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6S/T WELLS FARGO-NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7L/T WELLS FARGO-COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8L/T WELLS FARGO-NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9RENTECH NITROGEN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ADJUST BASIS IN PARTNERSHIP SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0203903
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0191401
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02277463
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02086062
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02277463
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0166663
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0166663
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0166663
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0173711
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07048
IRS990PF/DistributableAmountGrp/TotalTaxAmt07048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01651
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05400
IRS990PF/FMVAssetsEOYAmt03375765
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0546375
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0546375
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt019437
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013109
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013109
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0212325
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0212325
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0229440
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01000368
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01380458
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02305521
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0159265
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt015899
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0154120
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0384608
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0344797
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0362700
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01539687
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01731088
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0310059
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0310875
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0310875
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02086062
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02277463
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03375765
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02086062
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02277463
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02086062
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02277463
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03527123
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0334742
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03192381
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052907
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0173711
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03474216
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03527123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt13600
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOROTHY B ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SANDRA MATSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2REED SPANGLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KAREN M ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBIN ROBERTS CUDAHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/MANAGING DIRECTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,277,463
Liabilities
$0
Net assets
$2,277,463
Revenue
$360,300
Expenses
$168,899
Net income
$191,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.08$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.09$0.17$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.20$0.23$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.20$0.14$0.33
2019Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.19$0.19$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.21$0.21$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.52$0.16$0.36
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.29$0.22$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.22$0.25$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.36$0.17$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.28$0.12$0.17
2012Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.14