Civic Intelligence

Shenandoah Fellowship Foundation

990 • Fiscal year 2013 • EIN 23-7195850

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization ProfileN/A
27 South Cameron Street22601

(540) 667-4667

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.13x

Higher debt load relative to assets than 43% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

82nd percentile

1.29x

Higher debt load relative to revenue than 82% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$350

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

51st percentile

3.2%

Faster asset growth than 51% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$5,076,874

Up $155,773 (+3.2%) from 2012

Net Assets

Up

$4,396,306

Up $253,560 (+6.1%) from 2012

Liabilities

Down

$680,568

Down $97,787 (-13%) from 2012

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin73rd percentile

Revenue

$525,854

No earlier filing loaded for comparison.

Expenses

Up

$445,967

Up $8,275 (+1.9%) from 2012

Net Income

$79,887

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,921,101Liabilities 2012: $778,355Net Assets 2012: $4,142,7462012Assets 2013: $5,076,874Liabilities 2013: $680,568Net Assets 2013: $4,396,3062013Assets 2014: $5,067,101Liabilities 2014: $553,985Net Assets 2014: $4,513,1162014Assets 2015: $5,017,321Liabilities 2015: $459,873Net Assets 2015: $4,557,4482015Assets 2016: $5,057,461Liabilities 2016: $303,218Net Assets 2016: $4,754,2432016Assets 2017: $5,207,731Liabilities 2017: $165,293Net Assets 2017: $5,042,4382017Assets 2018: $5,121,504Liabilities 2018: $21,307Net Assets 2018: $5,100,1972018Assets 2019: $5,700,998Liabilities 2019: $21,177Net Assets 2019: $5,679,8212019Assets 2020: $6,125,402Liabilities 2020: $24,383Net Assets 2020: $6,101,0192020Assets 2021: $6,654,473Liabilities 2021: $26,487Net Assets 2021: $6,627,9862021Assets 2022: $6,545,101Liabilities 2022: $48,594Net Assets 2022: $6,496,5072022Assets 2023: $6,927,796Liabilities 2023: $21,570Net Assets 2023: $6,906,2262023Assets 2024: $7,555,701Liabilities 2024: $39,890Net Assets 2024: $7,515,8112024

Highlighted filing

2013

Assets$5,076,874
Liabilities$680,568
Net Assets$4,396,306
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Expenses 2012: $437,6922012Revenue 2013: $525,854Expenses 2013: $445,967Net Income 2013: $79,8872013Revenue 2014: $575,120Expenses 2014: $442,833Net Income 2014: $132,2872014Revenue 2015: $508,088Expenses 2015: $428,226Net Income 2015: $79,8622015Revenue 2016: $542,063Expenses 2016: $438,038Net Income 2016: $104,0252016Revenue 2017: $549,739Expenses 2017: $410,046Net Income 2017: $139,6932017Revenue 2018: $571,871Expenses 2018: $397,319Net Income 2018: $174,5522018Revenue 2019: $786,670Expenses 2019: $405,746Net Income 2019: $380,9242019Revenue 2020: $800,319Expenses 2020: $471,520Net Income 2020: $328,7992020Revenue 2021: $720,265Expenses 2021: $409,079Net Income 2021: $311,1862021Revenue 2022: $746,325Expenses 2022: $495,428Net Income 2022: $250,8972022Revenue 2023: $1,064,280Expenses 2023: $609,875Net Income 2023: $454,4052023Revenue 2024: $1,539,706Expenses 2024: $707,948Net Income 2024: $831,7582024

Highlighted filing

2013

Revenue$525,854
Expenses$445,967
Net Income$79,887
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.0
Gross Receipts
$567,861
Mission and Program Overview

Mission

To provide low cost rental housing for the elderly

Provide low cost rental housing for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,145,867$1,344,946▲ $199,079
Land, Buildings, and Equipment, Net$776,535$719,656▼ $56,879
Savings and Temporary Cash Investments$48,369$77,384▲ $29,015
Cash and Non-Interest-Bearing Accounts$75,449$26,407▼ $49,042
Prepaid Expenses and Deferred Charges$9,417$10,408▲ $991
Total Assets$4,921,101$5,076,874▲ $155,773
Other Assets Total$2,865,464$2,898,073▲ $32,609
Liabilities
Mortgage Notes Payable Secured by Investment Property$754,056$648,583▼ $105,473
Other Liabilities$19,975$17,693▼ $2,282
Accounts Payable and Accrued Expenses$4,324$14,292▲ $9,968
Total Liabilities$778,355$680,568▼ $97,787
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,865,464$2,898,073▲ $32,609
Unrestricted Net Assets$1,277,282$1,498,233▲ $220,951
Total Net Assets Fund Balance$4,142,746$4,396,306▲ $253,560
Total Liabilities and Net Assets / Fund Balance$4,921,101$5,076,874▲ $155,773

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$530,270$2,112,498-
Other Land Buildings$50,623--
Land$99,890--
Equipment$38,873$96,143-
Other Assets Org$26,450--
Other Securities$1,320,190--
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleBaseTotal
Danna DoyleSecretary$350$350

Board Members and Trustees

NameTitle
Col Richard F PellPresident
Earl W Foreman1st Vice President
Charles Alton2nd Vice President
Craig LewisTrustee
Darrin JonesTrustee
Jae HinsonTrustee
Jim SimpsonTrustee
Joe HiggsTrustee
John WinnTrustee
Lokie VoightTrustee
Maribeth CarmichaelTrustee
Robin ThompsonTrustee
Kenneth O Happel JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$282,776
Program Service Revenue
$201,769
Investment Income
$35,309
Other Revenue
$6,000
Change in Net Assets
$79,887

Audited Revenue Reconciliation

Revenue per Audited Statements
$526,722
Revenue Not Reported on Financial Statements
$-868
Revenue Not Reported on Form 990
$173,673
Other Revenue Adjustments
$-868
Total Revenue per Audited Statements
$700,395
Total Revenue per Form 990
$525,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$295,042
Salaries, Compensation, and Employee Benefits$150,925
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$100,873$36,426-$137,299
Depreciation Depletion$81,145--$81,145
Interest$52,428--$52,428
Occupancy$42,733--$42,733
Insurance$19,604--$19,604
Fees for Services Accounting-$13,500-$13,500
Office Expenses$6,060$6,060-$12,120
Payroll Taxes$8,812$3,177-$11,989
Fees for Service Investment Mgmnt Fees-$3,930-$3,930
Other Employee Benefits$1,203$434-$1,637
Other Expenses$916$6,513-$916
All Other Expenses-$72-$72
Advertising$32$31-$63
Total Functional Expenses$375,824$70,143$0$445,967

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$446,835
Expenses per Audited Statements$445,967
Total Expenses per Form 990$445,967
Expenses Not Reported on Form 990$868
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Insurance Agent Is Treasurer of Shenandoah Fellowship FoundationSHENANDOAH FELLOWSHIP FOUNDATION PURCHASES PROFESSIONAL, AUTOMOBILE, WORKER'S COMP AND UMBRELLA LIABILITY INSURANCE FROM THE INSURANCE CENTERNo$19,604
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits Payable$17,693
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Each church in the community has a representative which acts as a member.”

Form 990, Part VI, Section A, Line 7A

“Members elect the trustees.”

Form 990, Part VI, Section A, Line 7B

“Members approve the decisions of the governing body.”

Form 990, Part VI, Section B, Line 11

“The form 990 was reviewed and approved by the board of trustees before being filed.”

Form 990, Part VI, Section B, Line 15

“Executive committee determines compensation when developing the budget.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

EIN
23-7195850
Phone
5406674667

Signing Officer

Name
Col Richard Pell
Title
President
Phone
5406674667
Signed
2014-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Col Richard Pell
Formed
1972
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
14
Employees
11
Volunteers
0

Preparer

Preparer
Olivia a Hutton CPA
Phone
5406623417
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on disposal of assets -868.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposal of assets 868.”

Raw XML AppendixShowing 400 of 498 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/NetUnrlzdGainsLossesInvstAmt0173673
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt042733
IRS990/OccupancyGrp/TotalAmt042733
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06060
IRS990/OfficeExpensesGrp/ProgramServicesAmt06060
IRS990/OfficeExpensesGrp/TotalAmt012120
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02865464
IRS990/OtherAssetsTotalGrp/EOYAmt02898073
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0434
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01203
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01637
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2CATERING
IRS990/OtherExpensesGrp/Desc3ACTIVITIES EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06513
IRS990/OtherExpensesGrp/ProgramServicesAmt052971
IRS990/OtherExpensesGrp/ProgramServicesAmt16513
IRS990/OtherExpensesGrp/ProgramServicesAmt22534
IRS990/OtherExpensesGrp/ProgramServicesAmt3916
IRS990/OtherExpensesGrp/TotalAmt052971
IRS990/OtherExpensesGrp/TotalAmt113026
IRS990/OtherExpensesGrp/TotalAmt22534
IRS990/OtherExpensesGrp/TotalAmt3916
IRS990/OtherLiabilitiesGrp/BOYAmt019975
IRS990/OtherLiabilitiesGrp/EOYAmt017693
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt036426
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0100873
IRS990/OtherSalariesAndWagesGrp/TotalAmt0137299
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03177
IRS990/PayrollTaxesGrp/ProgramServicesAmt08812
IRS990/PayrollTaxesGrp/TotalAmt011989
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09417
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010408
IRS990/PrincipalOfficerNm0COL RICHARD PELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME - APT
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0196067
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15702
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0196067
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15702
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0286364
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0146245
IRS990/PYOtherExpensesAmt0291833
IRS990/PYOtherRevenueAmt06000
IRS990/PYProgramServiceRevenueAmt0194144
IRS990/PYRevenuesLessExpensesAmt0195061
IRS990/PYSalariesCompEmpBnftPaidAmt0145859
IRS990/PYTotalExpensesAmt0437692
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0632753
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt079887
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt06000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0201769
IRS990/SavingsAndTempCashInvstGrp/BOYAmt048369
IRS990/SavingsAndTempCashInvstGrp/EOYAmt077384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0282776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0286364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0293885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0283224
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0280206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01426455
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt035935
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt035229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt039947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt034629
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt047472
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0193212
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0977300
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88070
IRS990ScheduleA/PublicSupportPY170Pct00.83010
IRS990ScheduleA/PublicSupportTotal170Amt01426455
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0282776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0286364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0293885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0283224
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0280206
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01426455
IRS990ScheduleA/TotalSupportAmt01619667
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0530270
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02112498
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt02642768
IRS990ScheduleD/EquipmentGrp/BookValueAmt038873
IRS990ScheduleD/EquipmentGrp/DepreciationAmt096143
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0135016
IRS990ScheduleD/ExpensesNotReportedAmt0868
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0445967
IRS990ScheduleD/LandGrp/BookValueAmt099890
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt099890
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0173673
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02642796
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt18174
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2220653
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt326450
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OPERATING RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INSURANCE RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECIEPTS RESERVE
IRS990ScheduleD/OtherExpensesIncludedAmt0868
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt050623
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt050623
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017693
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS PAYABLE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-868
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt024756
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11320190
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MONEY MARKET
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0173673
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-868
IRS990ScheduleD/RevenueSubtotalAmt0526722
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LOSS ON DISPOSAL OF ASSETS -868.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS ON DISPOSAL OF ASSETS 868.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0719656
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02898073
IRS990ScheduleD/TotalBookValueSecuritiesAmt01344946
IRS990ScheduleD/TotalExpensesPerForm990Amt0445967
IRS990ScheduleD/TotalLiabilityAmt017693
IRS990ScheduleD/TotalRevenuePerForm990Amt0525854
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0700395
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0446835
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine10KENNETH HAPPEL JR

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,076,874
Liabilities
$680,568
Net assets
$4,396,306
Revenue
$525,854
Expenses
$445,967
Net income
$79,887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.56$0.04$7.52$1.54$0.71$0.83
2023Detailed filing. Detailed filing data is available for this year.$6.93$0.02$6.91$1.06$0.61$0.45
2022Detailed filing. Detailed filing data is available for this year.$6.55$0.05$6.50$0.75$0.50$0.25
2021Detailed filing. Detailed filing data is available for this year.$6.65$0.03$6.63$0.72$0.41$0.31
2020Detailed filing. Detailed filing data is available for this year.$6.13$0.02$6.10$0.80$0.47$0.33
2019Detailed filing. Detailed filing data is available for this year.$5.70$0.02$5.68$0.79$0.41$0.38
2018Detailed filing. Detailed filing data is available for this year.$5.12$0.02$5.10$0.57$0.40$0.17
2017Detailed filing. Detailed filing data is available for this year.$5.21$0.17$5.04$0.55$0.41$0.14
2016Detailed filing. Detailed filing data is available for this year.$5.06$0.30$4.75$0.54$0.44$0.10
2015Detailed filing. Detailed filing data is available for this year.$5.02$0.46$4.56$0.51$0.43$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.07$0.55$4.51$0.58$0.44$0.13
2013Detailed filing. Detailed filing data is available for this year.$5.08$0.68$4.40$0.53$0.45$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$0.78$4.14$0.44