Civic Intelligence

J B Levert Foundation Inc

990PF • Fiscal year 2023 • EIN 23-7450682

May 01, 2022 to Apr 30, 2023 • Filed on Sep 05, 2023

Organization Profile
P O Box 518Metairie, LA 70004

(504) 828-2950

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

Higher debt load relative to assets than 44% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.05x

Higher debt load relative to revenue than 65% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

1st percentile

-880%

Higher net margin than 1% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

16th percentile

-10%

Faster asset growth than 16% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$923,011

Down $103,066 (-10%) from 2022

Net Assets

Down

$922,645

Down $103,432 (-10%) from 2022

Liabilities

Up

$366

Up $366 from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin1st percentile

Revenue

Down

$7,365

Down $123,903 (-94%) from 2022

Expenses

Down

$72,168

Down $9,348 (-11%) from 2022

Net Income

Down

-$64,803

Down $114,555 (-230%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $683,923Liabilities 2012: $0Net Assets 2012: $683,9232012Assets 2016: $662,761Liabilities 2016: $0Net Assets 2016: $662,7612016Assets 2017: $702,298Liabilities 2017: $0Net Assets 2017: $702,2982017Assets 2018: $755,810Liabilities 2018: $30Net Assets 2018: $755,7802018Assets 2019: $814,685Liabilities 2019: $2,470Net Assets 2019: $812,2152019Assets 2020: $809,071Liabilities 2020: $2,470Net Assets 2020: $806,6012020Assets 2021: $1,244,761Liabilities 2021: $2,470Net Assets 2021: $1,242,2912021Assets 2022: $1,026,077Liabilities 2022: $0Net Assets 2022: $1,026,0772022Assets 2023: $923,011Liabilities 2023: $366Net Assets 2023: $922,6452023Assets 2024: $1,080,159Liabilities 2024: $0Net Assets 2024: $1,080,1592024Assets 2025: $1,167,925Liabilities 2025: $15Net Assets 2025: $1,167,9102025

Highlighted filing

2023

Assets$923,011
Liabilities$366
Net Assets$922,645
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2012: $29,9342012Revenue 2016: $15,732Expenses 2016: $43,575Net Income 2016: -$27,8432016Revenue 2017: $35,176Expenses 2017: $44,183Net Income 2017: -$9,0072017Revenue 2018: $128,844Expenses 2018: $42,279Net Income 2018: $86,5652018Revenue 2019: $27,836Expenses 2019: $47,907Net Income 2019: -$20,0712019Revenue 2020: $35,300Expenses 2020: $48,298Net Income 2020: -$12,9982020Revenue 2021: $114,729Expenses 2021: $50,772Net Income 2021: $63,9572021Revenue 2022: $131,268Expenses 2022: $81,516Net Income 2022: $49,7522022Revenue 2023: $7,365Expenses 2023: $72,168Net Income 2023: -$64,8032023Revenue 2024: $35,183Expenses 2024: $62,004Net Income 2024: -$26,8212024Revenue 2025: $107,638Expenses 2025: $63,070Net Income 2025: $44,5682025

Highlighted filing

2023

Revenue$7,365
Expenses$72,168
Net Income-$64,803
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Sep 5, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GABRIELLE LAMAR BROWNDirector-$0--
PAMELA S TAPIESecretary-$0--
ELIZABETH R LOEPresident-$0--
KATHERINE S EMERYDirector-$0--
ELIZABETH C DOBERDirector-$0--
EDWARD C LEVERTDirector-$0--
WINSTON LEVERT GOULASDirector-$0--
STEPHANIE MARIE LEVERTDirector-$0--
JULIE KAHLE DOMINGUEDirector-$0--
Filing and Contact Details

Filer

Filer Name
J B Levert Foundation
EIN
23-7450682
Phone
5048282950
Address
P O BOX 518, METAIRIE, LA 70004

Signing Officer

Name
Carl Yoder
Title
Officer
Phone
5048282950
Signed
2023-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Laporte Apac
Address
111 VETERANS MEMORIAL BLVD 600, METAIRIE, LA 70005-4958
Preparer
John S Wiles CPA
Phone
5048355522
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TESLA INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt012665
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-5300
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07365
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07365
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt062000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt062000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012665
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012665
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-64803
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0201994
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-5300
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02488
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09598
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09598
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0213
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt062000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010177
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt072168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07365
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010177
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0207294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-5300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-5300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0201994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY CAPITAL GAIN ACCT XX034128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-5300
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-64803
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt038629
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0961274
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01026077
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0922645
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt046246
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt046246
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt046246
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt046281
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt035
IRS990PF/DistributableAmountGrp/TotalTaxAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01225
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01260
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01225
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01260
IRS990PF/FMVAssetsEOYAmt0923011
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0366
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05481
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04020
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0965010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0883715
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0883715
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01463
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02723
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02723
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01026077
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0922645
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt054123
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt032553
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt032553
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01026077
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0923011
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0923011
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0366
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01026077
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0923011
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01026077
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0922645
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0939708
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010563
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0929145
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014096
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt046281
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0925612
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0939708
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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/PersonNm0GABRIELLE LAMAR BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAMELA S TAPIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELIZABETH R LOE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KATHERINE S EMERY

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$923,011
Liabilities
$366
Net assets
$922,645
Revenue
$7,365
Expenses
$72,168
Net income
-$64,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.11$0.06$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.04$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.01$0.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.13$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.11$0.05$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.04$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.03$0.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.13$0.04$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.04$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.02$0.04$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.03