Civic Intelligence

Roach Family Foundation

990PF • Fiscal year 2020 • EIN 34-7108252

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 28, 2020

1614 River RoadMaumee, OH 43537

(567) 246-9090

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

34th percentile

$11,476

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

32nd percentile

-0.6%

Faster asset growth than 32% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-7.5%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$5,453,895

Down $32,825 (-0.6%) from 2019

Net Assets

Down

$5,453,895

Down $32,825 (-0.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$276,822

Down $22,388 (-7.5%) from 2019

Expenses

Up

$309,646

Up $80,199 (+35%) from 2019

Net Income

Down

-$32,824

Down $102,587 (-147%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $415,050Liabilities 2011: $0Net Assets 2011: $415,0502011Assets 2012: $431,795Liabilities 2012: $8,000Net Assets 2012: $423,7952012Assets 2013: $447,704Liabilities 2013: $500Net Assets 2013: $447,2042013Assets 2014: $448,978Liabilities 2014: $0Net Assets 2014: $448,9782014Assets 2015: $389,740Liabilities 2015: $0Net Assets 2015: $389,7402015Assets 2016: $337,393Liabilities 2016: $3,076Net Assets 2016: $334,3172016Assets 2017: $5,351,583Liabilities 2017: $4,264Net Assets 2017: $5,347,3192017Assets 2018: $5,429,070Liabilities 2018: $0Net Assets 2018: $5,429,0702018Assets 2019: $5,486,720Liabilities 2019: $0Net Assets 2019: $5,486,7202019Assets 2020: $5,453,895Liabilities 2020: $0Net Assets 2020: $5,453,8952020Assets 2021: $5,447,804Liabilities 2021: $4,520Net Assets 2021: $5,443,2842021Assets 2022: $5,299,346Liabilities 2022: $5,542Net Assets 2022: $5,293,8042022Assets 2023: $5,110,677Liabilities 2023: $5,234Net Assets 2023: $5,105,4432023Assets 2024: $4,910,345Liabilities 2024: $0Net Assets 2024: $4,910,3452024Assets 2025: $4,764,252Liabilities 2025: $222Net Assets 2025: $4,764,0302025

Highlighted filing

2020

Assets$5,453,895
Liabilities$0
Net Assets$5,453,895

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $38,3412011Expenses 2012: $67,9592012Expenses 2013: $60,6342013Revenue 2014: $32,265Expenses 2014: $30,492Net Income 2014: $1,7732014Revenue 2015: $40,001Expenses 2015: $99,239Net Income 2015: -$59,2382015Revenue 2016: $9,128Expenses 2016: $64,550Net Income 2016: -$55,4222016Revenue 2017: $5,084,059Expenses 2017: $71,057Net Income 2017: $5,013,0022017Revenue 2018: $203,403Expenses 2018: $133,922Net Income 2018: $69,4812018Revenue 2019: $299,210Expenses 2019: $229,447Net Income 2019: $69,7632019Revenue 2020: $276,822Expenses 2020: $309,646Net Income 2020: -$32,8242020Revenue 2021: $301,787Expenses 2021: $317,399Net Income 2021: -$15,6122021Revenue 2022: $216,297Expenses 2022: $365,761Net Income 2022: -$149,4642022Revenue 2023: $196,338Expenses 2023: $401,866Net Income 2023: -$205,5282023Revenue 2024: $183,815Expenses 2024: $378,913Net Income 2024: -$195,0982024Revenue 2025: $235,328Expenses 2025: $364,652Net Income 2025: -$129,3242025

Highlighted filing

2020

Revenue$276,822
Expenses$309,646
Net Income-$32,824
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 28, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY R CLARKTrustee-$11,476-$11,476
JODEE ROBERTSONTrustee-$11,476-$11,476
KERRY CLARKTrustee-$11,476-$11,476
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMOSAIC MINISTRIESGENERALPCTOLEDO, OH, US$35,000
Paid GrantBLACK SWAMP AREA COUNCILGENERALPCFINDLAY, OH, US$15,000
Paid GrantWOLAKOTA YOUTH PROGRAMSGENERALPCADRIAN, MI, US$12,000
Paid GrantGAITED ADVOCATE INTERVENTIONGENERALPCBOYDS, MD, US$10,000
Paid GrantGLUIDE FOUNDATIONGENERALPCSAN FRANCISCO, CA, US$10,000
Paid GrantHISTORIC SOUTH INITIATIVEGENERALPCTOLEDO, OH, US$10,000
Paid GrantCIMA COMPANEROSGENERALPCASHVILLE, NC, US$10,000
Paid GrantWORLD PARTNERSHIP FOUNDATIONGENERALPCMELROSE, MA, US$10,000
Paid GrantJOURNEYMEN ASHVILLEGENERALPCASHVILLE, NC, US$10,000
Paid GrantTOLEDO CAMPUS MINISTRYGENERALPCTOLEDO, OH, US$10,000
Paid GrantCROSS PURPOSE LEADERSHIPGENERALPCDENVER, CO, US$10,000
Paid GrantTWIN SISTERS DANCE HALLGENERALPCBLANCO, TX, US$10,000
Paid GrantPISGAH LEGAL SERVICESGENERALPCASHVILLE, NC, US$10,000
Paid GrantADELANTE INCGENERALPCTOLEDO, OH, US$7,000
Paid GrantTOLEDO STREETS NEWSPAPERGENERALPCTOLEDO, OH, US$7,000
Paid GrantFAITH SEED INTERNATIONALGENERALPCRAYTOWN, MO, US$5,000
Paid GrantVICTORY CENTERWIG BANKPCTOLEDO, OH, US$5,000
Paid GrantYMCAGENERALPCTOLEDO, OH, US$5,000
Paid GrantGOOD GRIEF OF NWOGENERALPCTOLEDO, OH, US$5,000
Paid GrantAUTISM MODEL SCHOOLGENERALPCTOLEDO, OH, US$5,000
Paid GrantINSPIRED BY GRACEGENERALPCTOLEDO, OH, US$5,000
Paid GrantLEADING FAMILIES HOMEGENERALPCTOLEDO, OH, US$5,000
Paid GrantMAUMEE VALLEY HABITAT FOR HUMANITYGENERALPCMAUMEE, OH, US$5,000
Paid GrantNATURES NURSERYGENERALPCWHITEHOUSE, OH, US$5,000
Paid GrantPARTNERS IN EDUCATIONGENERALPCTOLEDO, OH, US$5,000
Paid GrantFREEDOM ALA CARTEGENERALPCCOLUMBUS, OH, US$5,000
Paid GrantRAINBOW COMMUNITY SCHOOLGENERALPCASHVILLE, NC, US$4,000
Paid GrantWILDWOOD ENVIRONMENTAL ACADEMYGENERALPCMAUMEE, OH, US$2,000
Filing and Contact Details

Filer

Filer Name
Roach Family Foundation
EIN
34-7108252
Phone
5672469090
Address
1614 RIVER ROAD, MAUMEE, OH 43537

Signing Officer

Name
Amy R Clark
Title
Trustee
Signed
2020-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Trustax LLC
Address
6455 WHEATSTONE CT, MAUMEE, OH 43537
Preparer
Grant M Keune
Phone
4198685555
Raw XML AppendixShowing 400 of 786 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/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019378
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019378
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0260344
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt042524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0309646
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0276822
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0276822
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt023344
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt042524
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt072646
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0226
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt026190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt289517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt350308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt426996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt550924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6255396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-6464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-7047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-6464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-7047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt283053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt425000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt550000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6248349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037559
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1206
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-32824
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05453896
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05486720
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05453895
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0255760
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0255760
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0255760
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0260446
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04686
IRS990PF/DistributableAmountGrp/TotalTaxAmt04686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt086
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04600
IRS990PF/FMVAssetsEOYAmt05283732
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt093957
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt093957
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0495
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02037
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05366763
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05322755
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05154629
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05392763
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05359938
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0119462
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0129103
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0129103
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05486720
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05453895
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05283732
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05486720
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05453895
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05486720
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05453895
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05288252
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0182704
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02944813
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt079324
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02160735
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0260446
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05208928
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05288252
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt011476
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt111476
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt211476
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AMY R CLARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JODEE ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KERRY CLARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01614 RIVER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt138 LONGVIEW DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21614 RIVER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MAUMEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DALY CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MAUMEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd043537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd243537
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0515804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0518147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0184586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt077852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt057141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt054443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt096649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.099023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.034020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.023293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.013043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.170614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.254147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05208928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05425850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03342333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04380988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0319101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0380288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0260344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.495117
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0260344
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0260344
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0260344
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.24$0.36$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.00$4.91$0.18$0.38$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.01$5.11$0.20$0.40$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.30$0.01$5.29$0.22$0.37$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.00$5.44$0.30$0.32$0.02
2020Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.28$0.31$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.30$0.23$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.00$5.43$0.20$0.13$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.00$5.35$5.08$0.07$5.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.33$0.01$0.06$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.04$0.10$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.03$0.03$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.43$0.01$0.42$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.04