Civic Intelligence

Samuel B & Lorena Bruce Charitable Trust

990PF • Fiscal year 2019 • EIN 31-6660157

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 16, 2020

Organization Profile
319 Champions DriveRockport, TX 78382-6907

(713) 668-4792

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$6,704

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 73.9% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

60th percentile

6.1%

Faster asset growth than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

-0.3%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$309,779

Up $17,678 (+6.1%) from 2018

Net Assets

Up

$309,779

Up $17,678 (+6.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin75th percentile

Revenue

Down

$9,069

Down $24 (-0.3%) from 2018

Expenses

Down

$7,304

Down $7,775 (-52%) from 2018

Net Income

Up

$1,765

Up $7,751 (+129%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$400K$300K$200K$100K$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $368,5312010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $360,8432011Assets 2012: $353,991Liabilities 2012: $0Net Assets 2012: $353,9912012Assets 2013: $342,758Liabilities 2013: $0Net Assets 2013: $342,7582013Assets 2014: $339,437Liabilities 2014: $0Net Assets 2014: $339,4372014Assets 2016: $319,433Liabilities 2016: $0Net Assets 2016: $319,4332016Assets 2017: $317,986Liabilities 2017: $0Net Assets 2017: $317,9862017Assets 2018: $292,101Liabilities 2018: $0Net Assets 2018: $292,1012018Assets 2019: $309,779Liabilities 2019: $0Net Assets 2019: $309,7792019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $309,7792020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $331,7432021Assets 2022: $283,818Liabilities 2022: $0Net Assets 2022: $283,8182022Assets 2023: $294,980Liabilities 2023: $0Net Assets 2023: $294,9802023Assets 2024: $307,490Liabilities 2024: $0Net Assets 2024: $307,4902024

Highlighted filing

2019

Assets$309,779
Liabilities$0
Net Assets$309,779
Open 2019 Filing

Operations Trend

Revenue Growth48th percentile

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

$20K$10K$0-$10KExpenses 2010: $18,9022010Expenses 2011: $18,3862011Expenses 2012: $18,0252012Revenue 2013: $8,344Expenses 2013: $18,058Net Income 2013: -$9,7142013Revenue 2014: $8,546Expenses 2014: $16,927Net Income 2014: -$8,3812014Revenue 2016: $8,746Expenses 2016: $15,730Net Income 2016: -$6,9842016Revenue 2017: $10,333Expenses 2017: $7,626Net Income 2017: $2,7072017Revenue 2018: $9,093Expenses 2018: $15,079Net Income 2018: -$5,9862018Revenue 2019: $9,069Expenses 2019: $7,304Net Income 2019: $1,7652019Revenue 2020: $4,192Expenses 2020: $7,090Net Income 2020: -$2,8982020Revenue 2021: $15,180Expenses 2021: $7,727Net Income 2021: $7,4532021Revenue 2022: $9,671Expenses 2022: $14,513Net Income 2022: -$4,8422022Revenue 2023: $7,033Expenses 2023: $7,105Net Income 2023: -$722023Revenue 2024: $8,877Expenses 2024: $15,010Net Income 2024: -$6,1332024

Highlighted filing

2019

Revenue$9,069
Expenses$7,304
Net Income$1,765
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paula StappTrusteePT$6,704-$6,704
Filing and Contact Details

Filer

Filer Name
Samuel B & Lorena Bruce Chartiable
EIN
31-6660157
Phone
7136684792
Address
319 Champions Drive, ROCKPORT, TX 78382-6907

Signing Officer

Name
Paula Wiley Stapp
Title
Trustee
Signed
2020-04-16

Preparer

Firm
DLD Tax Prep & Services PC
Address
PO Box 667458, HOUSTON, TX 77266-7458
Preparer
Donald L Dale
Phone
7136306520
Raw XML Appendix186 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.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Goldman Sachs
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt012000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt011839
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02019-01
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0-161
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-161
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-161
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0600
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt06704
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06704
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06704
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06704
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt07600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07020
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01765
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011839
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01840
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-161
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01556
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt07304
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08860
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt07304
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07304
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07304
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01765
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt015913
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0309779
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0292101
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0309779
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014643
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014643
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014643
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014674
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt031
IRS990PF/DistributableAmountGrp/TotalTaxAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt031
IRS990PF/FMVAssetsEOYAmt0309779
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0292101
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0309779
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0309779
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0292101
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0309779
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0309779
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0292101
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0309779
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0292101
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0309779
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0297939
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0297939
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04469
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014674
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0293470
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0297939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Paula Stapp
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0319 Champions Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROCKPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078382
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07304
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07304
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07304
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/IndividualWithBooksNm0Paula W Stapp
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0319 Champions Dr
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROCKPORT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0783826907
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08176143823
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Paula Stapp
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08176143823
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0319 Champions D
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ROCKPORT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078382
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Children in dire need of Health Care
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Pediatrics
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NICU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MD Anderson Hosp
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HEB Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0502c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt150123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01515 Holcombe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16550 Fannin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177030
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07600
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07304
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014643
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07304
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07339
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Paula Wiley Stapp
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Samuel B & Lorena Bruce Chartiable
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0316660157
ReturnHeader/Filer/PhoneNum07136684792
ReturnHeader/Filer/USAddress/AddressLine1Txt0319 Champions Drive
ReturnHeader/Filer/USAddress/CityNm0ROCKPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0783826907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DLD Tax Prep & Services PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 667458
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0772667458
ReturnHeader/PreparerPersonGrp/PhoneNum07136306520
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald L Dale
ReturnHeader/ReturnTs02020-04-20T15:06:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,779
Liabilities
$0
Net assets
$309,779
Revenue
$9,069
Expenses
$7,304
Net income
$1,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.09$0.15$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.07$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.10$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$3.32$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$3.10$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.09$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.09$0.15$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.10$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.09$0.16$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.09$0.17$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.08$0.18$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.18
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$3.61$0.18
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$3.69$0.19