Civic Intelligence

Shea-Robert Sheahan Charitable Trust

990PF • Fiscal year 2023 • EIN 26-6776848

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile
9421 Road 35Mancos, CO 81328-7735

(619) 820-9200

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

86th percentile

44%

Higher net margin than 86% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$15,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

48th percentile

1.9%

Faster asset growth than 48% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

35%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,106,622

Up $39,874 (+1.9%) from 2022

Net Assets

Up

$2,106,622

Up $39,874 (+1.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin86th percentile

Revenue

Up

$89,848

Up $23,503 (+35%) from 2022

Expenses

Down

$49,974

Down $117,223 (-70%) from 2022

Net Income

Up

$39,874

Up $140,726 (+140%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,109,619Liabilities 2013: $5,000Net Assets 2013: $3,104,6192013Assets 2014: $2,183,168Liabilities 2014: $0Net Assets 2014: $2,183,1682014Assets 2015: $2,092,103Liabilities 2015: $0Net Assets 2015: $2,092,1032015Assets 2016: $2,144,827Liabilities 2016: $0Net Assets 2016: $2,144,8272016Assets 2017: $2,130,670Liabilities 2017: $0Net Assets 2017: $2,130,6702017Assets 2018: $2,076,939Liabilities 2018: $0Net Assets 2018: $2,076,9392018Assets 2019: $2,091,578Liabilities 2019: $0Net Assets 2019: $2,091,5782019Assets 2020: $2,111,261Liabilities 2020: $0Net Assets 2020: $2,111,2612020Assets 2021: $2,166,901Liabilities 2021: $0Net Assets 2021: $2,166,9012021Assets 2022: $2,066,748Liabilities 2022: $0Net Assets 2022: $2,066,7482022Assets 2023: $2,106,622Liabilities 2023: $0Net Assets 2023: $2,106,6222023Assets 2024: $2,079,879Liabilities 2024: $0Net Assets 2024: $2,079,8792024

Highlighted filing

2023

Assets$2,106,622
Liabilities$0
Net Assets$2,106,622
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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

$500K$0-$500K-$1.0MRevenue 2013: $32,757Expenses 2013: $13,814Net Income 2013: $18,9432013Revenue 2014: -$825,134Expenses 2014: $96,326Net Income 2014: -$921,4602014Revenue 2015: $37,063Expenses 2015: $128,129Net Income 2015: -$91,0662015Revenue 2016: $140,154Expenses 2016: $87,430Net Income 2016: $52,7242016Revenue 2017: $70,725Expenses 2017: $84,882Net Income 2017: -$14,1572017Revenue 2018: $98,094Expenses 2018: $151,825Net Income 2018: -$53,7312018Revenue 2019: $105,734Expenses 2019: $91,095Net Income 2019: $14,6392019Revenue 2020: $117,368Expenses 2020: $97,685Net Income 2020: $19,6832020Revenue 2021: $185,876Expenses 2021: $130,236Net Income 2021: $55,6402021Revenue 2022: $66,345Expenses 2022: $167,197Net Income 2022: -$100,8522022Revenue 2023: $89,848Expenses 2023: $49,974Net Income 2023: $39,8742023Revenue 2024: $83,068Expenses 2024: $109,812Net Income 2024: -$26,7442024

Highlighted filing

2023

Revenue$89,848
Expenses$49,974
Net Income$39,874
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY E BOCKTrusteePT$15,000-$15,000
Filing and Contact Details

Filer

Filer Name
Shea-robert Sheahan Charitable Tr
EIN
26-6776848
In Care Of
% MARY E BOCK
Address
9421 ROAD 35, MANCOS, CO 81328-7735

Signing Officer

Name
Mary E Bock
Title
Trustee
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Turner Cleary & Robinson Inc CPAs
Address
100 E Thousand Oaks Blvd Ste, Thousand Oaks, CA 91360
Preparer
Glenn Robinson
Phone
8189911120
Raw XML AppendixShowing 400 of 817 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182022-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222023-11
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm051 SH METLIFE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0179154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt119005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4146680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5205032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6111151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt782607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8462689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9544227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1042853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1364224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1440951
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt017968.458 AIM INVSCO HIYLD MUNI FD CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1560.047 INVESCO OPPEN DEVL MKTS FDS CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2162.00 SELECT HEALTHCARE SECTOR SPDR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3113.000 TECHNOL SELECT SECTOR SPDR FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4642.000 SPDR S&P 500 ETF FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52158.578 SH VANGUARD WORLD INTL GRWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61022 SH VANGUARD SPEC DIV APPREC FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7985 SH VANGUARD INDX HI YIELD DIV FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt835193.169 FID CA MUNI INC FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt972355.078 FRKLN CA TAXFREE INC FD ADV CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102759.784 COHEN & STEERS RE SEC FD CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11FIDELITY CA AMT TAX-FREE FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126973.323 GOLDMN SCHS EMRGNG MKTS DEBT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135561.499 MFS SER TR X EMERG MKTS DEBT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14876.000 ISHARES RUSSELL MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0153451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt321750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4305149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5219765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6174149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7109956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8432876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9499974
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1045895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1366460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1468091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt062490
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt024126
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02202
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt01030
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt50
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt60
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt50
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt60
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt50
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt60
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt089848
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt089848
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt035648
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt025170
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt019900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt019900
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt062490
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt062490
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt062490
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt039874
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0303126
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02202
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02202
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02202
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt024126
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt076060
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt01030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt014832
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt014832
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014832
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014832
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt00

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Filings

Displayed year

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

Open filing
Assets
$2,106,622
Liabilities
$0
Net assets
$2,106,622
Revenue
$89,848
Expenses
$49,974
Net income
$39,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.08$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.09$0.05$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.07$0.17$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.19$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.12$0.10$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.11$0.09$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.10$0.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.07$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.14$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.04$0.13$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.83$0.10$0.92
2013Detailed filing. Detailed filing data is available for this year.$3.11$0.01$3.10$0.03$0.01$0.02