Civic Intelligence

Staheli Foundation

990PF • Fiscal year 2015 • EIN 31-1551307

Oct 01, 2014 to Sep 30, 2015 • Filed on May 13, 2016

Organization Profile
403 Del Mar DriveSt George, UT 84790

(303) 694-2190

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

42nd percentile

0.03x

Higher debt load relative to revenue than 42% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

29th percentile

-6.4%

Higher net margin than 29% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

47th percentile

-0.3%

Faster asset growth than 47% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-24%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$1,907,206

Down $5,359 (-0.3%) from 2014

Net Assets

Down

$1,902,406

Down $10,159 (-0.5%) from 2014

Liabilities

Up

$4,800

Up $4,800 from 2014

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin29th percentile

Revenue

Down

$158,118

Down $48,812 (-24%) from 2014

Expenses

Up

$168,277

Up $56,015 (+50%) from 2014

Net Income

Down

-$10,159

Down $104,827 (-111%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,003,017Liabilities 2010: $0Net Assets 2010: $2,003,0172010Assets 2011: $1,990,696Liabilities 2011: $0Net Assets 2011: $1,990,6962011Assets 2012: $1,905,044Liabilities 2012: $31,000Net Assets 2012: $1,874,0442012Assets 2013: $1,817,897Liabilities 2013: $0Net Assets 2013: $1,817,8972013Assets 2014: $1,912,565Liabilities 2014: $0Net Assets 2014: $1,912,5652014Assets 2015: $1,907,206Liabilities 2015: $4,800Net Assets 2015: $1,902,4062015Assets 2016: $1,977,009Liabilities 2016: $0Net Assets 2016: $1,977,0092016Assets 2017: $1,832,725Liabilities 2017: $0Net Assets 2017: $1,832,7252017Assets 2018: $1,869,429Liabilities 2018: $0Net Assets 2018: $1,869,4292018Assets 2019: $1,801,278Liabilities 2019: $0Net Assets 2019: $1,801,2782019Assets 2020: $1,775,637Liabilities 2020: $0Net Assets 2020: $1,775,6372020Assets 2021: $1,819,936Liabilities 2021: $0Net Assets 2021: $1,819,9362021Assets 2022: $1,936,888Liabilities 2022: $0Net Assets 2022: $1,936,8882022

Highlighted filing

2015

Assets$1,907,206
Liabilities$4,800
Net Assets$1,902,406
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $104,9582010Expenses 2011: $115,6892011Expenses 2012: $111,5892012Expenses 2013: $122,5852013Revenue 2014: $206,930Expenses 2014: $112,262Net Income 2014: $94,6682014Revenue 2015: $158,118Expenses 2015: $168,277Net Income 2015: -$10,1592015Revenue 2016: $110,939Expenses 2016: $36,336Net Income 2016: $74,6032016Revenue 2017: -$5,647Expenses 2017: $138,637Net Income 2017: -$144,2842017Revenue 2018: $164,898Expenses 2018: $128,194Net Income 2018: $36,7042018Revenue 2019: $93,229Expenses 2019: $161,380Net Income 2019: -$68,1512019Revenue 2020: $107,800Expenses 2020: $133,441Net Income 2020: -$25,6412020Revenue 2021: $188,022Expenses 2021: $143,723Net Income 2021: $44,2992021Revenue 2022: $205,261Expenses 2022: $88,309Net Income 2022: $116,9522022

Highlighted filing

2015

Revenue$158,118
Expenses$168,277
Net Income-$10,159
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AFTON STAHELIDirector/President-$0--
GAYE PRICEDirector-$0--
TODD STAHELIDirector-$0--
SHARMAINE BARONEDirector-$0--
SHANNON WHITEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Staheli Foundation
EIN
31-1551307
Phone
3036942190
Address
403 DEL MAR DRIVE, ST GEORGE, UT 84790

Signing Officer

Name
Afton Staheli
Title
Director & Secretary
Phone
3036942190
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Amg National Trust Bank
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908
Preparer
Mary Kaye Johnston CPA
Phone
3036942190
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0111915
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10159
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01902406
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01912565
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01902406
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0102450
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0102450
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0102450
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0103941
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01491
IRS990PF/DistributableAmountGrp/TotalTaxAmt01491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02519
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04010
IRS990PF/FMVAssetsEOYAmt01845987
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt04800
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0385
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0156
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0385
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0385
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01844515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01737238
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01712989
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt049730
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt052141
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015171
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01912565
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01902406
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018164
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0117442
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0117442
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01912565
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01907206
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01845987
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04800
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01912565
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01907206
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01912565
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01902406
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02110472
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt082571
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02027901
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031657
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0103941
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02078815
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02110472
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AFTON STAHELI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GAYE PRICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TODD STAHELI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHARMAINE BARONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SHANNON WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0403 DEL MAR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1553 DEL MAR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23473 SUGAR LEO ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt317 SPOONWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4143 CHESTNUT HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST GEORGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ST GEORGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ST GEORGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4WILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd184790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd284790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd306897
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd406897
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0109655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0111146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0102715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0112692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt097163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0109593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0102011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.056781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02078815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02180689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01984681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01875577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02018809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01897168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0153250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263743
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0151759
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0153250
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01491
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0153250
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0AMG NATIONAL TRUST BANK

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,907,206
Liabilities
$4,800
Net assets
$1,902,406
Revenue
$158,118
Expenses
$168,277
Net income
-$10,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.21$0.09$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.19$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.11$0.13$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.09$0.16$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.16$0.13$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.01$0.14$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.11$0.04$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.90$0.16$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.21$0.11$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.91$0.03$1.87$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.12
2010Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.10