Civic Intelligence

The Stephen Philibosian Foundation

990PF • Fiscal year 2016 • EIN 23-7029751

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
46-930 W Eldorado DrIndian Wells, CA 92210

(760) 568-3920

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

9th percentile

-62%

Higher net margin than 9% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

22nd percentile

-4.1%

Faster asset growth than 22% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

65%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,628,964

Down $242,373 (-4.1%) from 2015

Net Assets

Down

$5,628,964

Down $242,373 (-4.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin9th percentile

Revenue

Up

$405,757

Up $159,823 (+65%) from 2015

Expenses

Down

$658,545

Down $8,742 (-1.3%) from 2015

Net Income

Up

-$252,788

Up $168,565 (+40%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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: $6,835,223Liabilities 2011: $0Net Assets 2011: $6,835,2232011Assets 2012: $6,688,083Liabilities 2012: $0Net Assets 2012: $6,688,0832012Assets 2013: $6,334,502Liabilities 2013: $0Net Assets 2013: $6,334,5022013Assets 2014: $6,325,131Liabilities 2014: $0Net Assets 2014: $6,325,1312014Assets 2015: $5,871,337Liabilities 2015: $0Net Assets 2015: $5,871,3372015Assets 2016: $5,628,964Liabilities 2016: $0Net Assets 2016: $5,628,9642016Assets 2017: $5,226,585Liabilities 2017: $0Net Assets 2017: $5,226,5852017Assets 2018: $5,107,000Liabilities 2018: $0Net Assets 2018: $5,107,0002018Assets 2019: $5,346,862Liabilities 2019: $2,792Net Assets 2019: $5,344,0702019Assets 2020: $5,692,772Liabilities 2020: $0Net Assets 2020: $5,692,7722020Assets 2021: $6,019,438Liabilities 2021: $0Net Assets 2021: $6,019,4382021Assets 2022: $6,441,631Liabilities 2022: $0Net Assets 2022: $6,441,6312022Assets 2023: $6,613,933Liabilities 2023: $0Net Assets 2023: $6,613,9332023Assets 2024: $6,659,414Liabilities 2024: $0Net Assets 2024: $6,659,4142024

Highlighted filing

2016

Assets$5,628,964
Liabilities$0
Net Assets$5,628,964
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $713,6032011Expenses 2012: $645,3912012Revenue 2013: $372,303Expenses 2013: $720,272Net Income 2013: -$347,9692013Revenue 2014: $684,454Expenses 2014: $692,899Net Income 2014: -$8,4452014Revenue 2015: $245,934Expenses 2015: $667,287Net Income 2015: -$421,3532015Revenue 2016: $405,757Expenses 2016: $658,545Net Income 2016: -$252,7882016Revenue 2017: $315,884Expenses 2017: $909,753Net Income 2017: -$593,8692017Revenue 2018: $508,575Expenses 2018: $696,776Net Income 2018: -$188,2012018Revenue 2019: $660,702Expenses 2019: $543,426Net Income 2019: $117,2762019Revenue 2020: $679,858Expenses 2020: $432,193Net Income 2020: $247,6652020Revenue 2021: $721,794Expenses 2021: $390,521Net Income 2021: $331,2732021Revenue 2022: $987,327Expenses 2022: $552,877Net Income 2022: $434,4502022Revenue 2023: $685,692Expenses 2023: $570,027Net Income 2023: $115,6652023Revenue 2024: $511,250Expenses 2024: $473,796Net Income 2024: $37,4542024

Highlighted filing

2016

Revenue$405,757
Expenses$658,545
Net Income-$252,788
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MRS JOYCE P STEINTrusteePT$0--
MR THOMAS MOMJIANTrusteePT$0--
MRS RICHARD DANELIANTrusteePT$0--
MRS STEPHANIE LANDESTrusteePT$0--
MR GEORGE PHILLIPSTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Stephen Philibosian Foundation
EIN
23-7029751
Phone
7605683920
Address
46-930 W ELDORADO DR, INDIAN WELLS, CA 92210

Signing Officer

Name
Mrs Joyce P Stein
Title
Trustee
Phone
7605683920
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Bartelt Jaynes and Van Pelt Apac
Address
2525 MAIN STREET SUITE 400, IRVINE, CA 92614-6681
Preparer
Rachelle D Van Pelt
Phone
9497537555
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52000 VANGUARD FTSE EUROPE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62200 VANGUARD REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77000 ISHARES CORE MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81000 VANGUARD FTSE PACIFIC ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9JPMORGAN ALERIAN MLP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0314146
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1295028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt239128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3128351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4357552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt595880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6375410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt758120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8228951
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0176212
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0189891
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt039610
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CLASS ACTION PROCEEDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt044
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0215822
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0189935
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0405757
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0215866
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0189891
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0590793
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0590793
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0176212
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0176212
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0176212
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-252788
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01259783
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt039610
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt039610
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt039610
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0189891
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0366904
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0-3
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025197
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03733
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt034425
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt038158
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0787
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0215866
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0619736
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt038809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0658545
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0405713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0405757
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt028943
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt038809
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt067752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0153489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1916403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-5794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1195685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-5794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1195685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0147695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11112088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0HAVERFORD 7049 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1HAVERFORD 7049 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0189891
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-252788
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010418
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05628967
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05871337
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05628964
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0368812
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0368812
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0368812
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0372481
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03669
IRS990PF/DistributableAmountGrp/TotalTaxAmt03669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05000
IRS990PF/FMVAssetsEOYAmt07648140
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02956367
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02956367
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt042258
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt048057
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt048057
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01140458
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01109479
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01133404
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02923735
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02842143
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04493236
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01613455
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01548408
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01892566
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02914970
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02672597
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0151431
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt080877
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt080877
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05871337
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05628964
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07648140
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05871337
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05628964
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05871337
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05628964
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07563069
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0157801
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07405268
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0113446
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0372481
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07449623
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07563069
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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/PersonNm0MRS JOYCE P STEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MR THOMAS MOMJIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MRS RICHARD DANELIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MRS STEPHANIE LANDES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MR GEORGE PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,628,964
Liabilities
$0
Net assets
$5,628,964
Revenue
$405,757
Expenses
$658,545
Net income
-$252,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.51$0.47$0.04
2023Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.69$0.57$0.12
2022Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.99$0.55$0.43
2021Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.72$0.39$0.33
2020Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.68$0.43$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.34$0.66$0.54$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.51$0.70$0.19
2017Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.32$0.91$0.59
2016Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.41$0.66$0.25
2015Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.25$0.67$0.42
2014Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.68$0.69$0.01
2013Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.37$0.72$0.35
2012Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.65
2011Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.71