Civic Intelligence

John Rex Endowment

990PF • Fiscal year 2020 • EIN 31-1678223

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile

View Organization Page

832 Wake Forest RoadRaleigh, NC 27604-1220

(919) 838-1110

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.31x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

8th percentile

-57%

Higher net margin than 8% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$248,670

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

18th percentile

-2.2%

Faster asset growth than 18% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-18%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$66,598,033

Down $1,477,221 (-2.2%) from 2019

Net Assets

Down

$65,773,472

Down $1,485,821 (-2.2%) from 2019

Liabilities

Up

$824,561

Up $8,600 (+1.1%) from 2019

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin8th percentile

Revenue

Down

$2,668,084

Down $599,854 (-18%) from 2019

Expenses

Down

$4,177,475

Down $116,382 (-2.7%) from 2019

Net Income

Down

-$1,509,391

Down $483,472 (-47%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$80M$60M$40M$20M$0Assets 2011: $65,278,392Liabilities 2011: $65,247Net Assets 2011: $65,213,1452011Assets 2013: $62,135,290Liabilities 2013: $151,324Net Assets 2013: $61,983,9662013Assets 2014: $61,068,772Liabilities 2014: $117,847Net Assets 2014: $60,950,9252014Assets 2015: $72,990,361Liabilities 2015: $22,263Net Assets 2015: $72,968,0982015Assets 2016: $67,801,725Liabilities 2016: $162,977Net Assets 2016: $67,638,7482016Assets 2018: $69,415,997Liabilities 2018: $1,043,522Net Assets 2018: $68,372,4752018Assets 2019: $68,075,254Liabilities 2019: $815,961Net Assets 2019: $67,259,2932019Assets 2020: $66,598,033Liabilities 2020: $824,561Net Assets 2020: $65,773,4722020Assets 2021: $72,005,406Liabilities 2021: $941,954Net Assets 2021: $71,063,4522021Assets 2022: $71,869,064Liabilities 2022: $561,052Net Assets 2022: $71,308,0122022Assets 2024: $71,766,506Liabilities 2024: $718,694Net Assets 2024: $71,047,8122024

Highlighted filing

2020

Assets$66,598,033
Liabilities$824,561
Net Assets$65,773,472
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $4,455,0042011Revenue 2013: $5,510,753Expenses 2013: $4,516,017Net Income 2013: $994,7362013Revenue 2014: $4,196,359Expenses 2014: $5,030,696Net Income 2014: -$834,3372014Revenue 2015: $5,573,732Expenses 2015: $5,366,525Net Income 2015: $207,2072015Revenue 2016: $1,577,821Expenses 2016: $4,410,051Net Income 2016: -$2,832,2302016Revenue 2018: $3,485,778Expenses 2018: $3,512,325Net Income 2018: -$26,5472018Revenue 2019: $3,267,938Expenses 2019: $4,293,857Net Income 2019: -$1,025,9192019Revenue 2020: $2,668,084Expenses 2020: $4,177,475Net Income 2020: -$1,509,3912020Revenue 2021: $10,264,844Expenses 2021: $4,021,833Net Income 2021: $6,243,0112021Revenue 2022: $5,709,181Expenses 2022: $4,602,443Net Income 2022: $1,106,7382022Revenue 2024: $6,469,814Expenses 2024: $4,987,858Net Income 2024: $1,481,9562024

Highlighted filing

2020

Revenue$2,668,084
Expenses$4,177,475
Net Income-$1,509,391
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLAN MOOREPresident/CEOFT$208,521$40,149$248,670
MATT LEATHERMANChair-$0--
LATASHA BENNETTVice-Chair-$0--
KATE SIMPSONTreasurer-$0--
HEATHER DENNYSecretary-$0--
CRAIG CROOMDirector-$0--
PABLO ESCOBARDirector-$0--
LIBBY GEORGEDirector-$0--
BRYAN LEWISDirector-$0--
TYRAN HILLDirector-$0--
WARREN LUDWIGDirector-$0--
JOHN RUSHERDirector-$0--
ANDY ZUKOWSKIDirector-$0--
Filing and Contact Details

Filer

Filer Name
John Rex Endowment
EIN
31-1678223
Phone
9198381110
Address
832 WAKE FOREST ROAD, RALEIGH, NC 27604-1220

Signing Officer

Name
Kellan Moore
Title
President
Phone
9198381110
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Batchelor Tillery & Roberts Llp
Address
3605 GLENWOOD AVENUE SUITE 350, RALEIGH, NC 27612
Preparer
Ronald a Batchelor
Phone
9197878212
Raw XML AppendixShowing 400 of 1,379 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SEI GLOBAL PRIVATE ASSETS IV, LP K-1 LONG-TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SEI GLOBAL PRIVATE ASSETS IV, LP K-1 SECTION 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SEI GLOBAL PRIVATE ASSETS V LP K-1 SHORT-TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SEI GLOBAL PRIVATE ASSETS V LP K-1 LONG-TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SEI PRIVATE TRUST COMPANY - FORM 1099-B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SEI PRIVATE TRUST COMPANY - FORM 1099-B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0985242
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1509391
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt023570
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt065773472
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt067259293
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt065773472
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03552243
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03533923
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03552243
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03561503
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt018320
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027580
IRS990PF/DistributableAmountGrp/TotalTaxAmt027580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt025600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt027580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt027580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt027580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038385
IRS990PF/FMVAssetsEOYAmt082493155
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0193961
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0133561
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt035097
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt047145
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt035097
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt035097
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt021395447
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt021803240
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt022582111
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt044404134
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt043017085
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt058133336
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt020516398
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt019208085
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0112022
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01667113
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01518425
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01555091
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt01555091
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt0470000
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0470000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt046742895
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt046565387
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt074947
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt014193
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt014193
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0152000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0221000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0635156
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0173327
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0173327
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt068075254
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt066598033
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt082493155
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0815961
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0824561
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt068075254
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt066598033
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt067259293
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt065773472
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt047000
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt072314784
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt026301001
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt045850686
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01084722
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0210097
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03561503
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt071230062
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt072361784
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0133302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1117545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2106455
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt382434
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt046191
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt120339
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt318304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0MCALLISTER R MYRHA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1SABRINA SLADE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2SUSAN SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3GLADYS A HAIRSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIR. OF OPERATIONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1SOCIAL INNOVATION DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3DIR. OF LEARNING, RE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0832 WAKE FOREST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1832 WAKE FOREST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2832 WAKE FOREST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3832 WAKE FOREST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd0276041220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd1276041220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd2276041220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd3276041220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10208521
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt1040149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MATT LEATHERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LATASHA BENNETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATE SIMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HEATHER DENNY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CRAIG CROOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5PABLO ESCOBAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6LIBBY GEORGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7BRYAN LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8TYRAN HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9WARREN LUDWIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10KELLAN MOORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11JOHN RUSHER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,598,033
Liabilities
$824,561
Net assets
$65,773,472
Revenue
$2,668,084
Expenses
$4,177,475
Net income
-$1,509,391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.8$0.72$71.0$6.47$4.99$1.48
2022Detailed filing. Detailed filing data is available for this year.$71.9$0.56$71.3$5.71$4.60$1.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.0$0.94$71.1$10.3$4.02$6.24
2020Detailed filing. Detailed filing data is available for this year.$66.6$0.82$65.8$2.67$4.18$1.51
2019Detailed filing. Detailed filing data is available for this year.$68.1$0.82$67.3$3.27$4.29$1.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.4$1.04$68.4$3.49$3.51$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.8$0.16$67.6$1.58$4.41$2.83
2015Detailed filing. Detailed filing data is available for this year.$73.0$0.02$73.0$5.57$5.37$0.21
2014Detailed filing. Detailed filing data is available for this year.$61.1$0.12$61.0$4.20$5.03$0.83
2013Detailed filing. Detailed filing data is available for this year.$62.1$0.15$62.0$5.51$4.52$0.99
2011Detailed filing. Detailed filing data is available for this year.$65.3$0.07$65.2$4.46