Civic Intelligence

Jane P Kunde Charitable Trust

990PF • Fiscal year 2021 • EIN 30-6444929

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 01, 2022

Organization Profile
PO Box 2829Santa Rosa, CA 95405

(707) 544-5756

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

61st percentile

12%

Faster asset growth than 61% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$825,358

Up $87,434 (+12%) from 2020

Net Assets

Up

$825,358

Up $87,434 (+12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin17th percentile

Revenue

Up

$39,125

Up $87,236 (+181%) from 2020

Expenses

Up

$44,618

Up $1,160 (+2.7%) from 2020

Net Income

Up

-$5,493

Up $86,076 (+94%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$1.0M$500K$0Assets 2016: $772,901Liabilities 2016: $1,800Net Assets 2016: $771,1012016Assets 2017: $777,815Liabilities 2017: $0Net Assets 2017: $777,8152017Assets 2018: $694,906Liabilities 2018: $0Net Assets 2018: $694,9062018Assets 2019: $764,746Liabilities 2019: $0Net Assets 2019: $764,7462019Assets 2020: $737,924Liabilities 2020: $0Net Assets 2020: $737,9242020Assets 2021: $825,358Liabilities 2021: $0Net Assets 2021: $825,3582021Assets 2022: $674,943Liabilities 2022: $0Net Assets 2022: $674,9432022Assets 2024: $757,715Liabilities 2024: $0Net Assets 2024: $757,7152024

Highlighted filing

2021

Assets$825,358
Liabilities$0
Net Assets$825,358
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2016: $14,238Expenses 2016: $34,910Net Income 2016: -$20,6722016Revenue 2017: $22,697Expenses 2017: $46,155Net Income 2017: -$23,4582017Revenue 2018: $61,469Expenses 2018: $17,206Net Income 2018: $44,2632018Revenue 2019: -$4,263Expenses 2019: $47,369Net Income 2019: -$51,6322019Revenue 2020: -$48,111Expenses 2020: $43,458Net Income 2020: -$91,5692020Revenue 2021: $39,125Expenses 2021: $44,618Net Income 2021: -$5,4932021Revenue 2022: $32,507Expenses 2022: $49,190Net Income 2022: -$16,6832022Revenue 2024: $40,301Expenses 2024: $46,638Net Income 2024: -$6,3372024

Highlighted filing

2021

Revenue$39,125
Expenses$44,618
Net Income-$5,493
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 1, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
F Kurt KundeTrustee-$0--
William S KundeTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL DONATIONGOVSANTA ROSA, CA, US$34,034
Filing and Contact Details

Filer

Filer Name
Jane P Kunde Charitable Trust
EIN
30-6444929
Phone
7075445756
Address
PO Box 2829, Santa Rosa, CA 95405

Signing Officer

Name
F Kurt Kunde
Title
Trustee
Signed
2022-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Elliott CPA Group Inc
Address
375 E Street, SANTA ROSA, CA 95404
Preparer
James R Elliott CPA
Phone
7075416081
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6200 SHARES US BANK CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc741 SHARES WALT DISNEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8117 SHARES CVS HEALTH CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9217 SHARES INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1016 SHARES MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11$25,000 UST INFL IDX 0.125%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt026494
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5493
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt092927
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0825358
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0737924
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0825358
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038637
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038637
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038637
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039070
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0433
IRS990PF/DistributableAmountGrp/TotalTaxAmt0433
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0433
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0433
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0433
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0433
IRS990PF/FMVAssetsEOYAmt0787091
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0737924
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0825358
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt074555
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt042352
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt042352
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0495127
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0562806
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0562806
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt020048
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt029928
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt029928
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt038267
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0737924
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0825358
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0787091
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0737924
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0825358
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0737924
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0825358
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0138016
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0152005
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0152005
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0793291
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt029548
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0763743
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011899
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt039070
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0781392
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0793291
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0F Kurt Kunde
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1William S Kunde
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 2829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 2966
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Santa Rosa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Santa Rosa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195405
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt034034
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt034034
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/PayCompDisqualifiedPrsnInd0false
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/AddressLine1Txt0PO Box 2829
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Santa Rosa
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095405
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Robin Kunde
IRS990PF/StatementsRegardingActyGrp/PhoneNum07075445756
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST MUST BE IN WRITING AND SPECIFIED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0F Kurt Kunde
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07075445756
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 2829
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Santa Rosa
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd095405
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE OTHER THAN QUALIFIED UNDER THE TAX LAW.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt034034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SONOMA COUNTY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 E STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA ROSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095404
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034034
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/AppliedToYear1Amt034034
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038637
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034034
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038637
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt034034
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt17996
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17996
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17996
TaxesSchedule/TaxesDetail/Amt0137
TaxesSchedule/TaxesDetail/Amt1103
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1UNITED STATES TREASURY
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0F Kurt Kunde

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$825,358
Liabilities
$0
Net assets
$825,358
Revenue
$39,125
Expenses
$44,618
Net income
-$5,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.40$0.47$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.33$0.49$0.17
2021Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.39$0.45$0.05
2020Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.48$0.43$0.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.65$0.00$7.65$0.04$0.47$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.00$6.95$0.61$0.17$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.78$0.00$7.78$0.23$0.46$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$0.02$7.71$0.14$0.35$0.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $500k-$1M nonprofits