Civic Intelligence

Robert S Clay Trust Under Will

990PF • Fiscal year 2023 • EIN 26-6519146

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization Profile
PO Box 221Hillsdale, MI 49242

(517) 437-3371

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

7th percentile

-127%

Higher net margin than 7% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

43rd percentile

$68,134

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

21st percentile

-3.6%

Faster asset growth than 21% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-24%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,915,459

Down $295,360 (-3.6%) from 2022

Net Assets

Down

$7,915,459

Down $295,360 (-3.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin7th percentile

Revenue

Down

$231,026

Down $71,036 (-24%) from 2022

Expenses

Down

$525,568

Down $69,327 (-12%) from 2022

Net Income

Down

-$294,542

Down $1,709 (-0.6%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$10M$5.0M$0Assets 2010: $6,439,926Liabilities 2010: $0Net Assets 2010: $6,439,9262010Assets 2011: $6,361,202Liabilities 2011: $0Net Assets 2011: $6,361,2022011Assets 2012: $6,294,524Liabilities 2012: $0Net Assets 2012: $6,294,5242012Assets 2013: $6,346,684Liabilities 2013: $0Net Assets 2013: $6,346,6842013Assets 2014: $6,496,912Liabilities 2014: $0Net Assets 2014: $6,496,9122014Assets 2015: $6,852,174Liabilities 2015: $0Net Assets 2015: $6,852,1742015Assets 2016: $6,797,048Liabilities 2016: $0Net Assets 2016: $6,797,0482016Assets 2017: $6,640,598Liabilities 2017: $0Net Assets 2017: $6,640,5982017Assets 2018: $6,999,415Liabilities 2018: $0Net Assets 2018: $6,999,4152018Assets 2019: $8,985,729Liabilities 2019: $0Net Assets 2019: $8,985,7292019Assets 2020: $8,480,002Liabilities 2020: $0Net Assets 2020: $8,480,0022020Assets 2021: $8,504,337Liabilities 2021: $0Net Assets 2021: $8,504,3372021Assets 2022: $8,210,819Liabilities 2022: $0Net Assets 2022: $8,210,8192022Assets 2023: $7,915,459Liabilities 2023: $0Net Assets 2023: $7,915,4592023Assets 2024: $9,051,409Liabilities 2024: $0Net Assets 2024: $9,051,4092024

Highlighted filing

2023

Assets$7,915,459
Liabilities$0
Net Assets$7,915,459
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $333,8432010Expenses 2011: $350,5142011Expenses 2012: $346,6912012Revenue 2013: $424,524Expenses 2013: $372,364Net Income 2013: $52,1602013Revenue 2014: $571,458Expenses 2014: $421,230Net Income 2014: $150,2282014Revenue 2015: $782,897Expenses 2015: $427,635Net Income 2015: $355,2622015Revenue 2016: $382,487Expenses 2016: $437,613Net Income 2016: -$55,1262016Revenue 2017: $718,502Expenses 2017: $874,952Net Income 2017: -$156,4502017Revenue 2018: $922,308Expenses 2018: $563,491Net Income 2018: $358,8172018Revenue 2019: $2,501,997Expenses 2019: $515,683Net Income 2019: $1,986,3142019Revenue 2020: $123,262Expenses 2020: $628,989Net Income 2020: -$505,7272020Revenue 2021: $577,142Expenses 2021: $552,312Net Income 2021: $24,8302021Revenue 2022: $302,062Expenses 2022: $594,895Net Income 2022: -$292,8332022Revenue 2023: $231,026Expenses 2023: $525,568Net Income 2023: -$294,5422023Revenue 2024: $1,667,017Expenses 2024: $530,076Net Income 2024: $1,136,9412024

Highlighted filing

2023

Revenue$231,026
Expenses$525,568
Net Income-$294,542
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COUNTY NATIONAL BANKTrustee-$68,134-$68,134
Filing and Contact Details

Filer

Filer Name
Robert S Clay Trust Under Will
EIN
26-6519146
Phone
5174373371
Address
PO BOX 221, HILLSDALE, MI 49242

Signing Officer

Name
Timothy Sullivan
Title
Trustee
Phone
5174373371
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Donna Gikas
Phone
3128792000
Raw XML Appendix392 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/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0217981
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0866984
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0866858
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08210819
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07915459
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09126093
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08210819
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07915459
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08210819
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07915459
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08872239
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0622926
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08249313
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0133084
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0436958
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08739155
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08872239
IRS990PF/NameChangeInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt068134
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0COUNTY NATIONAL BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 SOUTH HOWELL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HILLSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0452252
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0452252
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 SOUTH HOWELL STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HILLSDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049242
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0COUNTY NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05174373371
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0450152
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt045 NORTH MANNING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HILLSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049242
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0450152
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/AppliedToCurrentYearAmt0434448
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0434448
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt060862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt050475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011773
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0140914
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017804
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt060862
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt050475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011773
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0452252
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017804
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0140914
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0123110
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01537
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 TRANSACTION POSTED IN 2024
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0719
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02022 TRANSACTION POSTED IN 2023
TaxesSchedule/TaxesDetail/Amt080
TaxesSchedule/TaxesDetail/Amt13596
TaxesSchedule/TaxesDetail/Amt21506
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13596
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21506
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05174373371
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT S CLAY TRUST UNDER WILL
ReturnHeader/Filer/BusinessNameControlTxt00
ReturnHeader/Filer/EIN0266519146
ReturnHeader/Filer/PhoneNum05174373371
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 221
ReturnHeader/Filer/USAddress/CityNm0HILLSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049242
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA GIKAS
ReturnHeader/ReturnTs02024-05-08T08:01:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,915,459
Liabilities
$0
Net assets
$7,915,459
Revenue
$231,026
Expenses
$525,568
Net income
-$294,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$1.67$0.53$1.14
2023Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.23$0.53$0.29
2022Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.30$0.59$0.29
2021Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.58$0.55$0.02
2020Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.12$0.63$0.51
2019Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$2.50$0.52$1.99
2018Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.92$0.56$0.36
2017Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.72$0.87$0.16
2016Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.38$0.44$0.06
2015Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.78$0.43$0.36
2014Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.57$0.42$0.15
2013Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.42$0.37$0.05
2012Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.35
2011Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.35
2010Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.33