Civic Intelligence

Samuel B & Lorena Bruce Charitable Trust

990PF • Fiscal year 2020 • EIN 31-6660157

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

Organization Profile
319 Champions DriveRockport, TX 78382-6907

(713) 630-6520

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-69%

Higher net margin than 13% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$6,490

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 154.8% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-54%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $309,779 (-100%) from 2019

Net Assets

Flat

$309,779

Flat from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Down

$4,192

Down $4,877 (-54%) from 2019

Expenses

Down

$7,090

Down $214 (-2.9%) from 2019

Net Income

Down

-$2,898

Down $4,663 (-264%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2020

Assets$0
Liabilities$0
Net Assets$309,779
Open 2020 Filing

Operations Trend

Revenue Growth20th 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

2020

Revenue$4,192
Expenses$7,090
Net Income-$2,898
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paula StappTrusteePT$6,490-$6,490
Filing and Contact Details

Filer

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

Signing Officer

Name
Paula Wiley Stapp
Title
Trustee
Signed
2021-05-17

Preparer

Firm
DLD Tax Prep & Services PC
Address
PO Box 667458, Houston, TX 77266-7458
Preparer
Donald L Dale
Phone
7136306520
Raw XML Appendix178 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/AcquiredDt02019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Pioneer Multi Asset Inc - Securties
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Pioneer Multi Asset Inc - Securties
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt03137
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1143839
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt1Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt03120
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1137133
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12020-08
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt06132
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0-6723
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt01159
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0568
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0568
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06490
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06132
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2898
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0140253
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01159
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6723
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03624
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04192
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07090
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2898
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04867
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0311748
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0309779
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0311748
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014205
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014205
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014205
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014205
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0311748
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0309779
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0311748
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0309779
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0311748
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0309779
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0309779
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0309779
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0309779
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0288427
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0288427
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04326
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014205
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0284101
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0288427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06490
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/ExpensesAndContributionsAmt00
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/Form990PFFiledWithAttyGenInd0false
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 healthcare.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Pediatrics
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NICU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MD Anderson Hosp
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HEB Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01515 Holcolmbe
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/TotalGrantOrContriPdDurYrAmt07350
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014205
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014205
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Paula Wiley Stapp
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Samuel B & Lorena Bruce Chartiable
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0316660157
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/PreparationDt02021-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald L Dale
ReturnHeader/ReturnTs02021-05-25T13:21:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paula
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stapp
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
$0
Liabilities
$0
Net assets
$309,779
Revenue
$4,192
Expenses
$7,090
Net income
-$2,898
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