Civic Intelligence

J W Ellsworth Endowment Trust 20-32389000

990 • Fiscal year 2019 • EIN 34-6501094

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileN/A
4900 Tiedeman Rdoh-01-49-0150Brooklyn, OH 44144-2302

(216) 471-2012

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

3rd percentile

0.00x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$184,162

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets3rd percentile

Assets

$37,259,514

No earlier filing loaded for comparison.

Net Assets

$37,259,514

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin79th percentile

Revenue

$4,180,236

No earlier filing loaded for comparison.

Expenses

$3,370,897

No earlier filing loaded for comparison.

Net Income

$809,339

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2019: $37,259,514Liabilities 2019: $0Net Assets 2019: $37,259,5142019Assets 2020: $35,004,261Liabilities 2020: $0Net Assets 2020: $35,004,2612020Assets 2021: $41,012,268Liabilities 2021: $0Net Assets 2021: $41,012,2682021Assets 2022: $41,872,079Liabilities 2022: $0Net Assets 2022: $41,872,0792022Assets 2023: $37,249,310Liabilities 2023: $0Net Assets 2023: $37,249,3102023Assets 2024: $38,183,517Liabilities 2024: $0Net Assets 2024: $38,183,5172024

Highlighted filing

2019

Assets$37,259,514
Liabilities$0
Net Assets$37,259,514
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2019: $4,180,236Expenses 2019: $3,370,897Net Income 2019: $809,3392019Revenue 2020: $203,147Expenses 2020: $2,364,028Net Income 2020: -$2,160,8812020Revenue 2021: $8,866,980Expenses 2021: $3,108,960Net Income 2021: $5,758,0202021Revenue 2022: $4,699,959Expenses 2022: $3,043,488Net Income 2022: $1,656,4712022Revenue 2023: $979,578Expenses 2023: $5,601,980Net Income 2023: -$4,622,4022023Revenue 2024: $1,869,832Expenses 2024: $303,565Net Income 2024: $1,566,2672024

Highlighted filing

2019

Revenue$4,180,236
Expenses$3,370,897
Net Income$809,339
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$10,407,852
Mission and Program Overview

Mission

Grants are made according to trust agreement dated december 21, 1923. Keybank,as trustee, makes distributions for the operation,maintenance, and upkeep of the western reserve academy. Distributions are to be used solely for educational purposes. Specifically, to maintain and operate an institution of learning for boys and young men that they may be prepared to be useful citizens of the republic, and in addition to the usual curriculum comprising the classics, humanities, and sciences, to maintain a department of agriculture. It shall be the purpose of the school to avoid as far as possible the defects of modern educational methods. Students shall be developed by insistence on the mastery of fundamental subjects of study. Scientific researches conducted by members of the faculty are to be encouraged. Students with limited means shall be permitted and the tuition to be charged to students shall at all times be maintained with that object in view. Keybank maintains a responsiveness to the

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$36,226,723$37,259,514▲ $1,032,791
Investments in Publicly Traded Securities$17,669,235$19,103,016▲ $1,433,781
Investments Other Securities$16,420,925$11,836,162▼ $4,584,763
Savings and Temporary Cash Investments$2,072,607$6,320,336▲ $4,247,729
Accounts Receivable$63,956--
Total Assets$36,226,723$37,259,514▲ $1,032,791
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,226,723$37,259,514▲ $1,032,791
Total Liabilities and Net Assets / Fund Balance$36,226,723$37,259,514▲ $1,032,791

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,500,000--
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$184,162$184,162
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,655,555
Other Revenue
$1,524,681
Change in Net Assets
$809,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,934,644
Other Expenses$252,091
Salaries, Compensation, and Employee Benefits$184,162
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,934,644--$2,934,644
Current Officers, Directors, Trustees, and Key Employees-$184,162-$184,162
All Other Expenses-$161,606-$161,606
Fees for Service Investment Mgmnt Fees-$85,485-$85,485
Fees for Services Accounting-$5,000-$5,000
Total Functional Expenses$2,934,644$436,253$0$3,370,897
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Sec.B,line 14

“The trust has no written document retention or destuction policy. Keybank n.a. Has a corporate document retention and destruction policy”

PART VI, SEC.B, LINE 15A AND LINE 15B

“Keybank is sole trustee, is compensated as such, and makes all decisions with respect to the operation and administration of the trust.”

Part VI, Line 12A

“No conflict of interest policy exists for the trust. Keybank N A has a corporate conflict of interest policy.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“KEYBANK IS SOLE TRUSTEE.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“All returns are thoroughly prepared and reviewed by our internal professional tax department.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by mail or by phone and delivered within 2 weeks of the request.”

Filing and Contact Details

Filer

Filer Name
J W Ellsworth Endowment Trust
EIN
34-6501094
Phone
2164712012
Address
4900 TIEDEMAN RDOH-01-49-0150, BROOKLYN, OH 44144-2302

Signing Officer

Name
Keybank Byp S Chmura
Title
SVP
Phone
2164712012
Signed
2020-11-13

Organization Details

Formed
1923
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Reconcilation of partnership basis changes and”

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0KeyBank representatives have completed an extensive internal review of supporting organization accounts. This was done in concert with inhous e counsel and individual determinations were made with respect to the relationships.The beneficiaries hasve the right to remove the trustee and the trustee has the right to amend the trust to insure continuatio n of 509(a)3 status.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1KEYBANK, AS TRUSTEE WELCOMES THE INPUT OF THE CHARITABLE BENEFICIARIES AS TO INVESTMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2KeyBank, as Trustee, maintains a close and continuous working relation ship with Western Reserve Academy. The supported organization maintai n a significant voice as they have right to remove the Trustee and rep lace with another corporate Trustee. The Trustee has the authority to amend the document to insure the continuation of 509(a)3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3status. The supported organizations receive periodic statements reflec ting all activity in the trust regarding income, expenses, and investm ents. KeyBank welcomes the input of the supported organizationsas to i nvestments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc02
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc13
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc28
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc38, CONTINUED
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt051378318
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt048792733
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt051378318
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt048792733
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0770675
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0731891
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt050607643
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt048060842
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01771268
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01682129
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt051378318
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt048792733
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01771268
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01682129
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02934644
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTERN RESERVE ACADEMY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt02934644
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt079915
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt116027
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21721594
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3197738
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4338654
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt51394037
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt62553631
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt71914016
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt82120550
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt91500000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SIGULAR GUFF DIST OPPUR FD II (469)
IRS990ScheduleD/OtherSecuritiesGrp/Desc1SIGULAR GUFF BRIC OPPORTUN FD II (4
IRS990ScheduleD/OtherSecuritiesGrp/Desc2DEERFIELD PRIVATE DESIGN FUND II, L
IRS990ScheduleD/OtherSecuritiesGrp/Desc3KING STREET CAPITAL LTD HEDGE FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4HGI KF08 SELECT LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc5ECLIPSE VENTURES FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc6HARVEST MLP INC FD LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc7POLUNIN DEVELOPING COUNTRIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc8GQG PARTNERS EMERGING MKTS LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc9THE ETAP FUND LTD HEDGE FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9C
IRS990ScheduleD/TotalBookValueSecuritiesAmt011836162
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS NO WRITTEN DOCUMENT RETENTION OR DESTUCTION POLICY. KEYBANK N.A. HAS A CORPORATE DOCUMENT RETENTION AND DESTRUCTION POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No conflict of interest policy exists for the trust. Keybank N A has a corporate conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KEYBANK IS SOLE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL TAX DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WITHIN 2 WEEKS OF THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RECONCILATION OF PARTNERSHIP BASIS CHANGES AND
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SEC.B,LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SEC.B, LINE 15a AND LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Line 12a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt036226723
IRS990/TotalAssetsEOYAmt037259514
IRS990/TotalAssetsGrp/BOYAmt036226723
IRS990/TotalAssetsGrp/EOYAmt037259514
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0436253
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02934644
IRS990/TotalFunctionalExpensesGrp/TotalAmt03370897
IRS990/TotalGrossUBIAmt0149098
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036226723
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt037259514
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02934644
IRS990/TotalReportableCompFromOrgAmt0184162
IRS990/TotalRevenueGrp/ExclusionAmt04031138
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04180236
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0149098
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt036226723
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt037259514
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum02164712012
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J W ELLSWORTH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELLS
ReturnHeader/Filer/EIN0346501094
ReturnHeader/Filer/PhoneNum02164712012
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 TIEDEMAN RDOH-01-49-0150
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441442302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01B901CE24A9B4EA2E379CA20352E899205594BF4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01B901CE24A9B4EA2E379CA20352E899205594BF4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.42.62
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-13T17:00:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$37,259,514
Liabilities
$0
Net assets
$37,259,514
Revenue
$4,180,236
Expenses
$3,370,897
Net income
$809,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$1.87$0.30$1.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.2$0.00$37.2$0.98$5.60$4.62
2022Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$4.70$3.04$1.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.0$0.00$41.0$8.87$3.11$5.76
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.0$0.00$35.0$0.20$2.36$2.16
2019Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$4.18$3.37$0.81