Civic Intelligence

Thermo Fisher Scientific Welfare Benefit

990 • Fiscal year 2022 • EIN 25-6412267

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 12, 2023

Organization ProfileN/A
C/O The Bnym PO Box 535007Pittsburgh, PA 15253-5007

(412) 234-2242

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

25th percentile

0.00x

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

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Net Margin

87th percentile

40%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

59th percentile

$20,798

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Asset Growth

17th percentile

-18%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-48%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$10,880,605

Down $2,416,104 (-18%) from 2021

Net Assets

Down

$10,880,605

Down $2,405,776 (-18%) from 2021

Liabilities

Down

$0

Down $10,328 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin87th percentile

Revenue

Down

$402,979

Down $367,825 (-48%) from 2021

Expenses

Down

$242,545

Down $16,982 (-6.5%) from 2021

Net Income

Down

$160,434

Down $350,843 (-69%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$15M$10M$5.0M$0Assets 2014: $8,572,114Liabilities 2014: $0Net Assets 2014: $8,572,1142014Assets 2015: $7,516,049Liabilities 2015: $0Net Assets 2015: $7,516,0492015Assets 2016: $8,038,754Liabilities 2016: $0Net Assets 2016: $8,038,7542016Assets 2017: $9,480,503Liabilities 2017: $0Net Assets 2017: $9,480,5032017Assets 2018: $8,922,565Liabilities 2018: $0Net Assets 2018: $8,922,5652018Assets 2019: $10,660,220Liabilities 2019: $9,682Net Assets 2019: $10,650,5382019Assets 2020: $12,179,070Liabilities 2020: $10,000Net Assets 2020: $12,169,0702020Assets 2021: $13,296,709Liabilities 2021: $10,328Net Assets 2021: $13,286,3812021Assets 2022: $10,880,605Liabilities 2022: $0Net Assets 2022: $10,880,6052022Assets 2023: $12,077,352Liabilities 2023: $16,739Net Assets 2023: $12,060,6132023Assets 2024: $12,725,241Liabilities 2024: $19,613Net Assets 2024: $12,705,6282024

Highlighted filing

2022

Assets$10,880,605
Liabilities$0
Net Assets$10,880,605
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2014: $1,868,868Expenses 2014: $98,292Net Income 2014: $1,770,5762014Revenue 2015: $261,290Expenses 2015: $1,100,046Net Income 2015: -$838,7562015Revenue 2016: $230,458Expenses 2016: $59,631Net Income 2016: $170,8272016Revenue 2017: $560,920Expenses 2017: $129,640Net Income 2017: $431,2802017Revenue 2018: $383,251Expenses 2018: $133,776Net Income 2018: $249,4752018Revenue 2019: $298,657Expenses 2019: $94,537Net Income 2019: $204,1202019Revenue 2020: $587,619Expenses 2020: $81,248Net Income 2020: $506,3712020Revenue 2021: $770,804Expenses 2021: $259,527Net Income 2021: $511,2772021Revenue 2022: $402,979Expenses 2022: $242,545Net Income 2022: $160,4342022Revenue 2023: $565,679Expenses 2023: $581,222Net Income 2023: -$15,5432023Revenue 2024: $770,630Expenses 2024: $736,677Net Income 2024: $33,9532024

Highlighted filing

2022

Revenue$402,979
Expenses$242,545
Net Income$160,434
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 12, 2023
Return Version
2022v5.0
Gross Receipts
$997,766
Mission and Program Overview

Mission

Benefit trust for retirees and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$13,286,381$10,880,605▼ $2,405,776
Investments in Publicly Traded Securities$13,205,179$10,825,033▼ $2,380,146
Savings and Temporary Cash Investments$81,200$55,316▼ $25,884
Accounts Receivable$10,330$256▼ $10,074
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$13,296,709$10,880,605▼ $2,416,104
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$10,328$0▼ $10,328
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$10,328$0▼ $10,328
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,286,381$10,880,605▼ $2,405,776
Total Liabilities and Net Assets / Fund Balance$13,296,709$10,880,605▼ $2,416,104
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseTotal
The Bank of New York MellonTRUSTEE (See Schedule O)$20,798$20,798
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$396,561
Other Revenue
$6,418
Change in Net Assets
$160,434
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$221,747
Salaries, Compensation, and Employee Benefits$20,798
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$31,168
Current Officers, Directors, Trustees, and Key Employees---$20,798
Other Expenses---$5,579
Total Functional Expenses$0$0$0$242,545
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Lines 1A & B

“The bank of new york mellon serves as the sole directed trustee of this trust. The plan sponsor is thermo fisher scientific, inc. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such the veba does not have a governing body that exercises discretion.”

Form 990, PART VI, SECTION A, LINE 4

“The Trust amended its organizing documents to change its name to Thermo Fisher Scientific Welfare Benefit Trust.”

Form 990, Part VI, Sections A & B, Lines 8, 12-15

“These questions are not applicable to the trust. Additionally, the trust does not have any employees, therefore, no processes related to employee compensation are in place.”

Form 990, Part VI, Section B, Line 11B

“A complete electronic copy of the organization's form 990 was provided to the trustee for review prior to filing with the irs.”

Form 990, Part VI, Section C, Line 19

“As a 501(c)(9) organization the trust is not required to make the documents referenced in question 19 available to the general public.”

Form 990, Part VII, Section A, Line 1A, Column (B)

“Average hours per week devoted to position: as trustee, the bank of new york mellon provides administrative services such as acting as investment manager for thermo fisher scientific welfare benefit trust. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis but are calculated upon factors such as the market value of the account and in accordance with the bank of new york mellon's agreement with thermo fisher scientific inc.”

Filing and Contact Details

Filer

Filer Name
Thermo Fisher Scientific Welfare Benefit
EIN
25-6412267
In Care Of
% THE BANK OF NEW YORK MELLON
Phone
4122342242
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Shelly Paletta
Title
VP, Bnym, as Trustee
Phone
4122342242
Signed
2023-07-12

Organization Details

Principal Officer
The Bank of New York Mellon
Formed
1993
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Morgan Eads
Phone
4126447800
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Wash Sales Adjustment of ($6,418)”

Form 990, Part XII, Line 1

“MODIFIED CASH BASIS”

Form 990 Part IX Line 11G

“Description:consulting fees total fees:31168”

Raw XML Appendix381 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS THERMO FISHER SCIENTIFIC, INC. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH THE VEBA DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trust amended its organizing documents to change its name to Thermo Fisher Scientific Welfare Benefit Trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THERMO FISHER SCIENTIFIC WELFARE BENEFIT TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS BUT ARE CALCULATED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH THERMO FISHER SCIENTIFIC INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Wash Sales Adjustment of ($6,418)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION:CONSULTING FEES TOTAL FEES:31168
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINES 1A & B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTIONS A & B, LINES 8, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990 PART IX LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0042209186
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SALES/SVC/MFT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0THERMO FISHER SCIENTIFIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0168 THIRD AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WALTHAM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd002451
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013296709
IRS990/TotalAssetsEOYAmt010880605
IRS990/TotalAssetsGrp/BOYAmt013296709
IRS990/TotalAssetsGrp/EOYAmt010880605
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0242545
IRS990/TotalGrossUBIAmt0402979
IRS990/TotalLiabilitiesBOYAmt010328
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt010328
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013286381
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010880605
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt020798
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0402979
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0402979
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013296709
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010880605
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0152535007
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Shelly Paletta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, BNYM, AS TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122342242
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Thermo Fisher Scientific Welfare Benefit
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust
ReturnHeader/Filer/BusinessNameControlTxt0THER
ReturnHeader/Filer/EIN0256412267
ReturnHeader/Filer/InCareOfNm0% THE BANK OF NEW YORK MELLON
ReturnHeader/Filer/PhoneNum04122342242
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152535007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Morgan Eads
ReturnHeader/ReturnTs02023-07-12T12:57:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Shelly
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Paletta
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,880,605
Liabilities
$0
Net assets
$10,880,605
Revenue
$402,979
Expenses
$242,545
Net income
$160,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.7$0.02$12.7$0.77$0.74$0.03
2023Detailed filing. Detailed filing data is available for this year.$12.1$0.02$12.1$0.57$0.58$0.02
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.40$0.24$0.16
2021Detailed filing. Detailed filing data is available for this year.$13.3$0.01$13.3$0.77$0.26$0.51
2020Detailed filing. Detailed filing data is available for this year.$12.2$0.01$12.2$0.59$0.08$0.51
2019Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.7$0.30$0.09$0.20
2018Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$0.38$0.13$0.25
2017Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$0.56$0.13$0.43
2016Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.23$0.06$0.17
2015Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.26$1.10$0.84
2014Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$1.87$0.10$1.77