Civic Intelligence

John Sperling Foundation

990PF • Fiscal year 2020 • EIN 32-0284165

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 13, 2021

Organization Profile
5115 N Dysart Road Suite 202 305Litchfield Park, AZ 85340

(602) 364-8000

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

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

Liabilities / Revenue

11th percentile

0.00x

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

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

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

39th percentile

$207,909

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

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

Asset Growth

98th percentile

211%

Faster asset growth than 98% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2017 to 2020

Revenue Growth

91st percentile

69%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2017 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$67,949,269

Up $65,687,075 (+2904%) from 2017

Net Assets

Up

$67,949,269

Up $65,687,075 (+2904%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin73rd percentile

Revenue

Up

$4,083,052

Up $3,233,052 (+380%) from 2017

Expenses

Up

$3,325,321

Up $3,148,623 (+1782%) from 2017

Net Income

Up

$757,731

Up $84,429 (+13%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$100M$50M$0Assets 2016: $1,588,892Liabilities 2016: $0Net Assets 2016: $1,588,8922016Assets 2017: $2,262,194Liabilities 2017: $0Net Assets 2017: $2,262,1942017Assets 2020: $67,949,269Liabilities 2020: $0Net Assets 2020: $67,949,2692020Assets 2021: $77,288,509Liabilities 2021: $0Net Assets 2021: $77,288,5092021Assets 2022: $63,403,300Liabilities 2022: $0Net Assets 2022: $63,403,3002022Assets 2023: $73,594,521Liabilities 2023: $0Net Assets 2023: $73,594,5212023Assets 2024: $80,243,940Liabilities 2024: $0Net Assets 2024: $80,243,9402024

Highlighted filing

2020

Assets$67,949,269
Liabilities$0
Net Assets$67,949,269
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0MRevenue 2016: $850,000Expenses 2016: $70,327Net Income 2016: $779,6732016Revenue 2017: $850,000Expenses 2017: $176,698Net Income 2017: $673,3022017Revenue 2020: $4,083,052Expenses 2020: $3,325,321Net Income 2020: $757,7312020Revenue 2021: $3,080,219Expenses 2021: $3,601,086Net Income 2021: -$520,8672021Revenue 2022: $3,071,599Expenses 2022: $4,360,825Net Income 2022: -$1,289,2262022Revenue 2023: $773,167Expenses 2023: $5,415,701Net Income 2023: -$4,642,5342023Revenue 2024: $2,715,432Expenses 2024: $5,176,927Net Income 2024: -$2,461,4952024

Highlighted filing

2020

Revenue$4,083,052
Expenses$3,325,321
Net Income$757,731
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 13, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARBY E SHUPPSecretary Treasurer DirectFT$200,000$7,909$207,909
TERRI C BISHOPChairman & DirectorPT$65,000-$65,000
PETER V SPERLINGVP & Director-$0$39,529$39,529
Filing and Contact Details

Filer

Filer Name
John Sperling Foundation
EIN
32-0284165
Phone
6023648000
Address
5115 N DYSART ROAD SUITE 202 305, LITCHFIELD PARK, AZ 85340

Signing Officer

Name
Darby Shupp
Title
Treasurer
Phone
6023648000
Signed
2021-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Chad Thurston
Phone
6023648000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0J.P. MORGAN - 2370 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1J.P. MORGAN - 2370 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2J.P. MORGAN - 2371 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3J.P. MORGAN - 2371 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4J.P. MORGAN - 2372 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5J.P. MORGAN - 2372 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6J.P. MORGAN - 2373 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7J.P. MORGAN - 2373 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8J.P. MORGAN - 2374 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9J.P. MORGAN - 2374 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10J.P. MORGAN - 2375 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11J.P. MORGAN - 2375 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12J.P. MORGAN - 2376 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13J.P. MORGAN - 2376 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14J.P. MORGAN - 2377 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15J.P. MORGAN - 2377 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16J.P. MORGAN - 2378 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17J.P. MORGAN - 2378 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18J.P. MORGAN - 2379 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19J.P. MORGAN - 2379 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1669989
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-595583
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0757731
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0978
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04405856
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt067950247
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt062786660
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt067949269
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03207216
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03207216
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03207216
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03223470
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016254
IRS990PF/DistributableAmountGrp/TotalTaxAmt016254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt032870
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt039124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt032870
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt049124
IRS990PF/FMVAssetsEOYAmt067949269
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0388410
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0117778
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0117778
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt046702669
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt052136735
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt052136735
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt01719
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02475
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01581
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0756
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0756
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt062786660
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt067949269
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt015694000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt015694000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt015694000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt062786660
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt067949269
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt067949269
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt062786660
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt067949269
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt062786660
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt067949269
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt065451157
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0263237
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt049493920
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0981767
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt015694000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03223470
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt064469390
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt065451157
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0JP MORGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1EISNER LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2PRICEWATERHOUSECOOPERS LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0407424
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt156100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt255250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1LEGAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0560 MISSION STREET SUITE 2400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt19601 WILSHIRE 7TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt21850 N CENTRAL AVE STE 700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BEVERLY HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd190210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd285004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.73
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt238.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt165000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2200000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt039529
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt27909
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER V SPERLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TERRI C BISHOP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DARBY E SHUPP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VP & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CHAIRMAN & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY TREASURER DIRECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O 5115 N DYSART ROAD SUITE 202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O 5115 N DYSART ROAD SUITE 202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O 5115 N DYSART ROAD SUITE 202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt2305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LITCHFIELD PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LITCHFIELD PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LITCHFIELD PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03625114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03633241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01735057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0253566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0167304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt064800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt040000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.031306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.008320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.088711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.098109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt064469390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt055421631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt030478217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01885950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01184569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0407708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02750595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.281149
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02750595

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
$67,949,269
Liabilities
$0
Net assets
$67,949,269
Revenue
$4,083,052
Expenses
$3,325,321
Net income
$757,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$80.2$0.00$80.2$2.72$5.18$2.46
2023Detailed filing. Detailed filing data is available for this year.$73.6$0.00$73.6$0.77$5.42$4.64
2022Detailed filing. Detailed filing data is available for this year.$63.4$0.00$63.4$3.07$4.36$1.29
2021Detailed filing. Detailed filing data is available for this year.$77.3$0.00$77.3$3.08$3.60$0.52
2020Detailed filing. Detailed filing data is available for this year.$67.9$0.00$67.9$4.08$3.33$0.76
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.85$0.18$0.67
2016Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.85$0.07$0.78