Civic Intelligence

John Stauffer Charitable Trust

990PF • Fiscal year 2017 • EIN 23-7434707

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile
301 N Lake Ave Suite 1000Pasadena, CA 91101

(626) 793-9400

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

36th percentile

$155,785

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

35th percentile

1.4%

Faster asset growth than 35% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$36,190,244

Up $504,041 (+1.4%) from 2016

Net Assets

Up

$36,190,244

Up $504,041 (+1.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin69th percentile

Revenue

Up

$3,716,988

Up $742,990 (+25%) from 2016

Expenses

Up

$3,207,437

Up $408,596 (+15%) from 2016

Net Income

Up

$509,551

Up $334,394 (+191%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$40M$30M$20M$10M$0Assets 2016: $35,686,203Liabilities 2016: $0Net Assets 2016: $35,686,2032016Assets 2017: $36,190,244Liabilities 2017: $0Net Assets 2017: $36,190,2442017Assets 2018: $37,161,200Liabilities 2018: $2Net Assets 2018: $37,161,1982018Assets 2019: $37,424,570Liabilities 2019: $4Net Assets 2019: $37,424,5662019Assets 2020: $34,787,801Liabilities 2020: $0Net Assets 2020: $34,787,8012020Assets 2021: $39,817,778Liabilities 2021: $0Net Assets 2021: $39,817,7782021Assets 2022: $37,603,499Liabilities 2022: $0Net Assets 2022: $37,603,4992022Assets 2023: $36,110,497Liabilities 2023: $0Net Assets 2023: $36,110,4972023Assets 2024: $34,094,477Liabilities 2024: $0Net Assets 2024: $34,094,4772024

Highlighted filing

2017

Assets$36,190,244
Liabilities$0
Net Assets$36,190,244
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

$10M$5.0M$0-$5.0MRevenue 2016: $2,973,998Expenses 2016: $2,798,841Net Income 2016: $175,1572016Revenue 2017: $3,716,988Expenses 2017: $3,207,437Net Income 2017: $509,5512017Revenue 2018: $3,996,110Expenses 2018: $3,029,568Net Income 2018: $966,5422018Revenue 2019: $3,243,514Expenses 2019: $2,984,715Net Income 2019: $258,7992019Revenue 2020: $396,711Expenses 2020: $3,019,223Net Income 2020: -$2,622,5122020Revenue 2021: $8,946,774Expenses 2021: $3,897,193Net Income 2021: $5,049,5812021Revenue 2022: $1,373,346Expenses 2022: $3,596,817Net Income 2022: -$2,223,4712022Revenue 2023: $2,561,348Expenses 2023: $4,126,043Net Income 2023: -$1,564,6952023Revenue 2024: $1,616,089Expenses 2024: $3,684,919Net Income 2024: -$2,068,8302024

Highlighted filing

2017

Revenue$3,716,988
Expenses$3,207,437
Net Income$509,551
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL R WHALENTrusteePT$155,785-$155,785
JOHN F BRADLEYTrusteePT$155,785-$155,785
TIMOTHY J GOSNEYTrusteePT$155,785-$155,785
Filing and Contact Details

Filer

Filer Name
John Stauffer Charitable Trust
EIN
23-7434707
Phone
6267939400
Address
301 N LAKE AVE SUITE 1000, PASADENA, CA 91101

Signing Officer

Name
Michael R Whalen
Title
Trustee
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Hkg Llp
Address
100 W WALNUT ST FL 7, PASADENA, CA 91124
Preparer
Curtis Natham
Phone
6265850666
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt07476
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt07476
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02300035
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03320741
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0114300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0114300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0142047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0142047
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt080
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt046429
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0121509
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02736191
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0396247
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03207437
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03716988
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03716988
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0412691
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0396247
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0883937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01332782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15382681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-42577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12342612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-42577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12342612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01290205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17725293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB - SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB - SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB - SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02300035
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0509551
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05510
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt036195754
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt035686203
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt036190244
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02566327
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02566327
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02566327
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02599534
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt033207
IRS990PF/DistributableAmountGrp/TotalTaxAmt033207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt077782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0110989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt033207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt077782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt033207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt033207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0110989
IRS990PF/FMVAssetsEOYAmt054776923
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt035686203
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt036190244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt015268944
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt017002450
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt017013346
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt018260802
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt017375529
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt035951150
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt011046
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt08940
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt09102
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02145409
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01803323
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01803323
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt035686203
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt036190244
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt054776923
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt035686203
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt036190244
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt035686203
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt036190244
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt052782413
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01976194
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt050806217
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0791736
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02599534
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt051990677
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt052782413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0EVERETT HARRIS & CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0142047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt026522 LA ALAMEDA SUITE 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MISSION VIEJO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd092691
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0155785
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1155785
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2155785
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL R WHALEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN F BRADLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TIMOTHY J GOSNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0531 S MARENGO AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1180 SOUTH LAKE AVE SUITE 440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2301 N LAKE AVENUE SUITE 1000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291101
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01966079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01999286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02378208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02256185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02332110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01489301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0822264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.037816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.01617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt033207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt051990677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt049214605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt049511651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt049511806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt046654463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt050865701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02736191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.189081
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02702984
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02736191
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt033207
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02736191
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,190,244
Liabilities
$0
Net assets
$36,190,244
Revenue
$3,716,988
Expenses
$3,207,437
Net income
$509,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$0.00$34.1$1.62$3.68$2.07
2023Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$2.56$4.13$1.56
2022Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$1.37$3.60$2.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.8$0.00$39.8$8.95$3.90$5.05
2020Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$0.40$3.02$2.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$0.00$37.4$3.24$2.98$0.26
2018Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$4.00$3.03$0.97
2017Detailed filing. Detailed filing data is available for this year.$36.2$0.00$36.2$3.72$3.21$0.51
2016Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$2.97$2.80$0.18