Civic Intelligence

John Rex Endowment

990PF • Fiscal year 2021 • EIN 31-1678223

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.09x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

87th percentile

61%

Higher net margin than 87% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$254,418

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

44th percentile

8.1%

Faster asset growth than 44% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

285%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$72,005,406

Up $5,407,373 (+8.1%) from 2020

Net Assets

Up

$71,063,452

Up $5,289,980 (+8.0%) from 2020

Liabilities

Up

$941,954

Up $117,393 (+14%) from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin87th percentile

Revenue

Up

$10,264,844

Up $7,596,760 (+285%) from 2020

Expenses

Down

$4,021,833

Down $155,642 (-3.7%) from 2020

Net Income

Up

$6,243,011

Up $7,752,402 (+514%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2021

Assets$72,005,406
Liabilities$941,954
Net Assets$71,063,452
Open 2021 Filing

Operations Trend

Revenue Growth94th 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

2021

Revenue$10,264,844
Expenses$4,021,833
Net Income$6,243,011
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLAN MOOREPresident/CEOFT$212,291$42,127$254,418
MATT LEATHERMANChair-$0--
LATASHA BENNETTVice-Chair-$0--
KATE SIMPSONTreasurer-$0--
HEATHER DENNYSecretary-$0--
CRAIG CROOMDirector-$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
2022-11-15
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 1,149 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/PropertyDesc3SEI GLOBAL PRIVATE ASSETS IV, LP K-1 SHORT-TERM CAPITAL GAIN
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/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07091261
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06243011
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01001708
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt048677
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt072065160
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt065773472
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt071063452
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04069595
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04020918
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04069595
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04161798
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt048677
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0140880
IRS990PF/DistributableAmountGrp/TotalTaxAmt0140880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0126000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0140880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0140880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0140880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0146705
IRS990PF/FMVAssetsEOYAmt090225953
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0133561
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0242880
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt033552
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt035097
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt033552
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt033552
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt021803240
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt020377929
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt020809414
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt043017085
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt049922237
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt067711299
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt019208085
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt018982834
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0143169
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01665724
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01555091
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01522555
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt01522555
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt0470000
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0446074
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt046565387
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt052080618
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt014193
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt07988
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt07988
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0221000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0253000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0173327
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0141145
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0141145
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt066598033
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt072005406
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt090225953
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0824561
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0941954
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt066598033
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt072005406
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt065773472
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt071063452
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt045804
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt084503520
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025775325
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt058574701
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01267553
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0199298
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04161798
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt083235967
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt084549324
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0102213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1118179
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2103248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3104759
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt041692
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt122629
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt233752
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt321375
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0SUSAN SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1SABRINA SLADE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2MCALLISTER R MYRHA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3GLADYS A HAIRSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1SOCIAL INNOVATION DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2DIR. OF OPERATIONS
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/AverageHrsPerWkDevotedToPosRt940.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
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/CompensationAmt9212291
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
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/EmployeeBenefitProgramAmt942127
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
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/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/PersonNm5LIBBY GEORGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6BRYAN LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7TYRAN HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8WARREN LUDWIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9KELLAN MOORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10JOHN RUSHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11ANDY ZUKOWSKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER

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
$72,005,406
Liabilities
$941,954
Net assets
$71,063,452
Revenue
$10,264,844
Expenses
$4,021,833
Net income
$6,243,011
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
2021Detailed filing. Detailed filing data is available for this year.$72.0$0.94$71.1$10.3$4.02$6.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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