Civic Intelligence

Mcfeely-Rogers Foundation

990PF • Fiscal year 2023 • EIN 25-1120947

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 15, 2024

Organization Profile
PO Box 110Latrobe, PA 15650-0110

(724) 537-5588

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$261,006

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

91st percentile

46%

Faster asset growth than 91% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

2215%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$24,331,229

Up $7,640,422 (+46%) from 2022

Net Assets

Up

$24,331,229

Up $7,640,422 (+46%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin95th percentile

Revenue

Up

$9,823,045

Up $9,398,724 (+2215%) from 2022

Expenses

Up

$1,719,886

Up $20,563 (+1.2%) from 2022

Net Income

Up

$8,103,159

Up $9,378,161 (+736%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$30M$20M$10M$0Assets 2020: $13,862,507Liabilities 2020: $0Net Assets 2020: $13,862,5072020Assets 2021: $17,964,137Liabilities 2021: $0Net Assets 2021: $17,964,1372021Assets 2022: $16,690,807Liabilities 2022: $0Net Assets 2022: $16,690,8072022Assets 2023: $24,331,229Liabilities 2023: $0Net Assets 2023: $24,331,2292023Assets 2024: $25,140,471Liabilities 2024: $0Net Assets 2024: $25,140,4712024

Highlighted filing

2023

Assets$24,331,229
Liabilities$0
Net Assets$24,331,229
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$10M$5.0M$0-$5.0MRevenue 2020: $1,184,701Expenses 2020: $1,365,667Net Income 2020: -$180,9662020Revenue 2021: $5,564,951Expenses 2021: $1,468,923Net Income 2021: $4,096,0282021Revenue 2022: $424,321Expenses 2022: $1,699,323Net Income 2022: -$1,275,0022022Revenue 2023: $9,823,045Expenses 2023: $1,719,886Net Income 2023: $8,103,1592023Revenue 2024: $2,914,897Expenses 2024: $2,062,745Net Income 2024: $852,1522024

Highlighted filing

2023

Revenue$9,823,045
Expenses$1,719,886
Net Income$8,103,159
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R OKONAKTrustee,ExdiFT$181,704$79,302$261,006
RICHARD C OKONAKTrustee,VP&SFT$101,544$35,578$137,122
ANNETTE M COUCHTreasurerFT$66,324$33,505$99,829
DANIEL G CROZIER JRTrustee-$0--
JAMES BROOKS CROZIERTrustee-$0--
JOHN F ROGERSTrustee-$0--
DOUGLAS R NOWICKITrustee-$0--
JAMES B ROGERSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Mcfeely-rogers Foundation
EIN
25-1120947
Phone
7245375588
Address
PO BOX 110, LATROBE, PA 15650-0110

Signing Officer

Name
James R Okonak
Title
Trustee,exdirector
Phone
7245375588
Signed
2024-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Guskiewicz White & Associates
Address
1013 LIGONIER ST, LATROBE, PA 15650
Preparer
Michael a Miller
Phone
7245373369
Raw XML AppendixShowing 400 of 513 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0156500110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1156500110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2156500110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3156500110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4156500110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5156500110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd6156500110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd7156500110
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01290843
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01290843
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES R OKONAK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0816 LIGONIER STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LATROBE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0156500110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07245375588
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PLEASE SEE ATTACHMENT IV
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PLEASE SEE ATTACHMENT IV
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07245375588
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LATROBE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd015650
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PLEASE SEE ATTACHMENT IV
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0PLEASE SEE ATTACHMENT IV
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0933700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHMENT V FOR DETAILS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHMENT V
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SEE ATTACHMENT V
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LATROBE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015650
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0933700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01151259
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01151259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0269897
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt065456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0207432
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0188195
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt081400
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt081400
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0870564
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0139584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0269897
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt065456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0207432
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0188195
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01290843
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0139584
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0951964
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0812380
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FRED M ROGERS JOANNE B ROGERS CLT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ESTATE OF JOANNE ROGERS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2JOANNE ROGERS IRREVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3JOANNE ROGERS IRREVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0816 LIGONIER STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1816 LIGONIER STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2816 LIGONIER STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3816 LIGONIER STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LATROBE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LATROBE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2LATROBE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3LATROBE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0156500110
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1156500110
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd2156500110
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd3156500110
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0757821
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1720983
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt265478
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt37094732
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum04
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum14
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum24
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum34
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum44
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum54
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum64
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum74
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum84
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum94
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum104
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum114
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum124
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum134
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum144
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum154
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum164
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum174
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum184
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0816482
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1776037
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt293525
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3156026
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4356116
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5252527
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt6453609
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt7287822
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt8317948
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt9194860
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt10569728
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11619381
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt12381025
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt13256961
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt14455225
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt15610686
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt16198186
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1793616
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt18204972
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc060704 SHS VANGUARD INTER
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc111624SHS T ROWE PRICE DIVIDEND G
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc21488 SHS WIDSOM TREE LARGE CAP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc31261 SHS ALPHABET INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc422827 SHS VANGUARD ULTRA SHORT
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5806 ISHS S&P 500
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc66449SHS BLACKROCK HEALTH SCIENCE
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc71075 SHS VANGUARD MIDCAP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc817518SHS HARBOR LONG TERM GROWTH
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc98874 SHS FT CBOE INTERN EQUITY
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc103108 SHS APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1130262SHS FTCBOE INTERN EQUITY
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc122481 SHS VANGUARD S&P 500
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc132585 ISHS S&P SMALLCAP 600 INDEX

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$24,331,229
Liabilities
$0
Net assets
$24,331,229
Revenue
$9,823,045
Expenses
$1,719,886
Net income
$8,103,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$2.91$2.06$0.85
2023Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$9.82$1.72$8.10
2022Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.42$1.70$1.28
2021Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$5.56$1.47$4.10
2020Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.18$1.37$0.18