Civic Intelligence

Lenape Valley Trust

990 • Fiscal year 2019 • EIN 26-1391900

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 14, 2019

Organization Profile
500 North West StreetDoylestown, PA 18901

(267) 893-5286

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

37th percentile

0.04x

Higher debt load relative to revenue than 37% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

87th percentile

35%

Faster asset growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

605%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,142,032

Up $558,926 (+35%) from 2018

Net Assets

Up

$2,111,936

Up $559,705 (+36%) from 2018

Liabilities

Down

$30,096

Down $779 (-2.5%) from 2018

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin96th percentile

Revenue

Up

$716,281

Up $614,652 (+605%) from 2018

Expenses

Up

$174,651

Up $101,201 (+138%) from 2018

Net Income

Up

$541,630

Up $513,451 (+1822%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $920,433Liabilities 2010: $740Net Assets 2010: $919,6932010Assets 2011: $990,621Liabilities 2011: $0Net Assets 2011: $990,6212011Assets 2012: $1,074,045Liabilities 2012: $22,681Net Assets 2012: $1,051,3642012Assets 2013: $1,163,862Liabilities 2013: $0Net Assets 2013: $1,163,8622013Assets 2014: $1,315,825Liabilities 2014: $50,540Net Assets 2014: $1,265,2852014Assets 2015: $1,344,971Liabilities 2015: $0Net Assets 2015: $1,344,9712015Assets 2016: $1,433,485Liabilities 2016: $0Net Assets 2016: $1,433,4852016Assets 2017: $1,526,380Liabilities 2017: $14,786Net Assets 2017: $1,511,5942017Assets 2018: $1,583,106Liabilities 2018: $30,875Net Assets 2018: $1,552,2312018Assets 2019: $2,142,032Liabilities 2019: $30,096Net Assets 2019: $2,111,9362019Assets 2020: $2,188,131Liabilities 2020: $8,934Net Assets 2020: $2,179,1972020Assets 2021: $1,857,477Liabilities 2021: $22,882Net Assets 2021: $1,834,5952021Assets 2022: $1,640,187Liabilities 2022: $5,450Net Assets 2022: $1,634,7372022Assets 2023: $1,912,426Liabilities 2023: $34,279Net Assets 2023: $1,878,1472023Assets 2024: $1,860,484Liabilities 2024: $20,028Net Assets 2024: $1,840,4562024

Highlighted filing

2019

Assets$2,142,032
Liabilities$30,096
Net Assets$2,111,936
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $97,403Expenses 2010: $4,207Net Income 2010: $93,1962010Expenses 2011: $6,3112011Expenses 2012: $8,3292012Expenses 2013: $11,4512013Revenue 2014: $105,253Expenses 2014: $53,007Net Income 2014: $52,2462014Revenue 2015: $194,460Expenses 2015: $53,566Net Income 2015: $140,8942015Revenue 2016: $114,585Expenses 2016: $55,242Net Income 2016: $59,3432016Revenue 2017: $91,217Expenses 2017: $61,611Net Income 2017: $29,6062017Revenue 2018: $101,629Expenses 2018: $73,450Net Income 2018: $28,1792018Revenue 2019: $716,281Expenses 2019: $174,651Net Income 2019: $541,6302019Revenue 2020: $179,630Expenses 2020: $96,535Net Income 2020: $83,0952020Revenue 2021: $50,810Expenses 2021: $130,047Net Income 2021: -$79,2372021Revenue 2022: $11,468Expenses 2022: $51,778Net Income 2022: -$40,3102022Revenue 2023: $241,402Expenses 2023: $44,893Net Income 2023: $196,5092023Revenue 2024: -$27,377Expenses 2024: $63,479Net Income 2024: -$90,8562024

Highlighted filing

2019

Revenue$716,281
Expenses$174,651
Net Income$541,630
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 14, 2019
Return Version
2018v3.2
Gross Receipts
$758,021
Mission and Program Overview

Mission

Charitable fundraising activities to benefit various nonprofit charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,460,238$1,407,406▼ $52,832
Investments Other Securities-$603,201-
Cash and Non-Interest-Bearing Accounts$110,112$105,502▼ $4,610
Accounts Receivable$9,256$25,923▲ $16,667
Pledges and Grants Receivable$3,500--
Total Assets$1,583,106$2,142,032▲ $558,926
Liabilities
Accounts Payable and Accrued Expenses$30,875$30,096▼ $779
Total Liabilities$30,875$30,096▼ $779
Net Assets / Fund Balance
Unrestricted Net Assets$1,552,231$2,111,936▲ $559,705
Total Net Assets Fund Balance$1,552,231$2,111,936▲ $559,705
Total Liabilities and Net Assets / Fund Balance$1,583,106$2,142,032▲ $558,926

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$603,201--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Geryl D McmullinPresident
Alan J HartlDirector
Enid CorkranDirector
Heather CevascoDirector
Jay D BrodishDirector
Jeff GartonDirector
Kenn WilliamsDirector
Sharon CurranDirector
Christopher MazulloSecretary
Walter Wolaniuk JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$669,797
Program Service Revenue
$0
Investment Income
$36,365
Other Revenue
$10,119
All Other Contributions
$599,097
Change in Net Assets
$541,630

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Secur Prtnrshp Trust Intrsts1$586,000Outside Valuation
Total Noncash Contributions1$586,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$160,000
Other Expenses$14,651
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,000--$160,000
Fees for Service Investment Mgmnt Fees-$7,273-$7,273
Fees for Services Accounting-$3,670-$3,670
Fees for Services Other-$1,888-$1,888
Insurance-$1,197-$1,197
Other Expenses-$150-$150
Office Expenses-$12-$12
Total Functional Expenses$160,000$14,651$0$174,651
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lenape Valley FoundationDoylestown, PA501c3Capital Campaign$160,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$41,740
Fundraising Gross Income$34,197
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$104,897$34,197$4,084$30,113
Total Events$104,897$34,197$41,740$-7,543
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
-Bd Member,ceo,cDonation of Ams, LLCNo$586,000
-Bd Member,ceo,cDonationNo$160,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Tresurer and the board members reviewed and approved the 990 before it was filed.”

Form 990, Page 6, Part VI, Line 12C

“On an annual basis each board member completes a conflict of interest form which is then reviewed by the board members at a meeting.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, financial statements and 990 are made available on upon request.”

Filing and Contact Details

Filer

Filer Name
Lenape Valley Trust
EIN
26-1391900
Phone
2678935286
Address
500 NORTH WEST STREET, DOYLESTOWN, PA 18901

Signing Officer

Name
Walter Wolaniuk Jr
Title
Treasurer
Phone
2678935286
Signed
2019-07-14

Organization Details

Principal Officer
Geryl D Mcmullin
Formed
2007
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Detweiler Hershey & Associates Pc
Address
PO BOX 64157, SOUDERTON, PA 18964-0157
Preparer
Bruce W Thomas
Phone
2157238901
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt052635
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt041919
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0166917
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0156201
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt041919
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0156201
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0156201
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt041919
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt06917
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0160000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt052635
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0160000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0166917
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THREE OF THE ORGANIZATION'S BOARD MEMBERS SERVE ON THE SUPPORTED ORGANIZATION. ONE IS A BOARD MEMBER AND THE OTHER TWO ARE SENIOR MANAGEMENT (CEO AND CFO). THE THREE HAVE A SIGNIFICANT VOICE IN MAKING INVESTMENT POLICIES AND IN DIRECTING INCOME AND ASSETS THROUGHOUT THE YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01526744
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt071708
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01455036
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt022901
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01503843
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt052635
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01526744
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt052635
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231914438
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0160000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LENAPE VALLEY FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0LENAPE VALLEY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0160000
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0603201
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueSecuritiesAmt0603201
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt070700
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt070700
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041740
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0104897
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0104897
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034197
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-7543
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04059
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04059
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04084
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04084
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt031097
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt031097
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0160000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CAPITAL CAMPAIGN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LENAPE VALLEY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0231914438
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0500 NORTH WEST STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DOYLESTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd018901
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0LENAPE VALLEY FOUNDATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1LENAPE VALLEY FOUNDATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BD MEMBER,CEO,C
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1BD MEMBER,CEO,C
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0160000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1586000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0DONATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1DONATION OF AMS, LLC
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/ContributionCnt01
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/MethodOfDeterminingRevenuesTxt0OUTSIDE VALUATION
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/NoncashContributionsRptF990Amt0586000
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRESURER AND THE BOARD MEMBERS REVIEWED AND APPROVED THE 990 BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON AN ANNUAL BASIS EACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST FORM WHICH IS THEN REVIEWED BY THE BOARD MEMBERS AT A MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND 990 ARE MADE AVAILABLE ON UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,142,032
Liabilities
$30,096
Net assets
$2,111,936
Revenue
$716,281
Expenses
$174,651
Net income
$541,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.02$1.84$0.03$0.06$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.03$1.88$0.24$0.04$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.01$1.63$0.01$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.02$1.83$0.05$0.13$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.01$2.18$0.18$0.10$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.03$2.11$0.72$0.17$0.54
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.03$1.55$0.10$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.01$1.51$0.09$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.11$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.19$0.05$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.05$1.27$0.11$0.05$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.02$1.05$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.10$0.00$0.09