Civic Intelligence

The Hazel & Walter T Bales Foundation Inc.

990PF • Fiscal year 2014 • EIN 35-1783030

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 10, 2015

Organization Profile
630 BroadwayJeffersonville, IN 47130

(502) 645-5790

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

23rd percentile

-4.0%

Higher net margin than 23% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

50th percentile

3.0%

Faster asset growth than 50% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

33%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$11,667,114

Up $334,621 (+3.0%) from 2013

Net Assets

Up

$11,667,114

Up $334,621 (+3.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin23rd percentile

Revenue

Up

$648,690

Up $160,782 (+33%) from 2013

Expenses

Up

$674,666

Up $99,082 (+17%) from 2013

Net Income

Up

-$25,976

Up $61,700 (+70%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$15M$10M$5.0M$0Assets 2010: $2,980,937Liabilities 2010: $0Net Assets 2010: $2,980,9372010Assets 2011: $3,579,017Liabilities 2011: $0Net Assets 2011: $3,579,0172011Assets 2012: $9,855,216Liabilities 2012: $0Net Assets 2012: $9,855,2162012Assets 2013: $11,332,493Liabilities 2013: $0Net Assets 2013: $11,332,4932013Assets 2014: $11,667,114Liabilities 2014: $0Net Assets 2014: $11,667,1142014Assets 2015: $11,464,360Liabilities 2015: $0Net Assets 2015: $11,464,3602015Assets 2016: $11,541,288Liabilities 2016: $0Net Assets 2016: $11,541,2882016Assets 2017: $11,192,589Liabilities 2017: $0Net Assets 2017: $11,192,5892017Assets 2018: $11,747,306Liabilities 2018: $0Net Assets 2018: $11,747,3062018Assets 2019: $11,568,672Liabilities 2019: $0Net Assets 2019: $11,568,6722019Assets 2020: $11,306,423Liabilities 2020: $0Net Assets 2020: $11,306,4232020Assets 2021: $11,508,275Liabilities 2021: $0Net Assets 2021: $11,508,2752021Assets 2022: $11,103,642Liabilities 2022: $0Net Assets 2022: $11,103,6422022Assets 2023: $11,117,611Liabilities 2023: $0Net Assets 2023: $11,117,6112023Assets 2024: $10,862,902Liabilities 2024: $0Net Assets 2024: $10,862,9022024

Highlighted filing

2014

Assets$11,667,114
Liabilities$0
Net Assets$11,667,114
Open 2014 Filing

Operations Trend

Revenue Growth81st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $159,5082010Expenses 2011: $167,8482011Expenses 2012: $190,6292012Revenue 2013: $487,908Expenses 2013: $575,584Net Income 2013: -$87,6762013Revenue 2014: $648,690Expenses 2014: $674,666Net Income 2014: -$25,9762014Revenue 2015: $617,597Expenses 2015: $712,493Net Income 2015: -$94,8962015Revenue 2016: $418,377Expenses 2016: $709,533Net Income 2016: -$291,1562016Revenue 2017: $718,027Expenses 2017: $752,840Net Income 2017: -$34,8132017Revenue 2018: $1,223,685Expenses 2018: $827,009Net Income 2018: $396,6762018Revenue 2019: $701,717Expenses 2019: $854,568Net Income 2019: -$152,8512019Revenue 2020: $622,548Expenses 2020: $884,797Net Income 2020: -$262,2492020Revenue 2021: $1,000,825Expenses 2021: $863,496Net Income 2021: $137,3292021Revenue 2022: $611,728Expenses 2022: $1,016,361Net Income 2022: -$404,6332022Revenue 2023: $893,829Expenses 2023: $879,860Net Income 2023: $13,9692023Revenue 2024: $703,007Expenses 2024: $963,610Net Income 2024: -$260,6032024

Highlighted filing

2014

Revenue$648,690
Expenses$674,666
Net Income-$25,976
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI LEWISPres-$0--
LES ALBROVice Pres-$0--
JUDY ADAMSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Hazel & Walter Bales Foundation
EIN
35-1783030
Address
630 BROADWAY, JEFFERSONVILLE, IN 47130

Signing Officer

Name
Lori Lewis
Title
Executive Direc
Phone
8122822586
Signed
2015-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Lewis Tax Service
Address
630 Broadway, Jeffersonville, IN 47130
Preparer
Lori Lewis Ea
Phone
5026455790
Raw XML AppendixShowing 400 of 954 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/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/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc04089 MLGOLDD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11200 AEGON PFD PER BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28000 ALLY FINANCIAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3470 DOMINION RESOURCES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4430 FAMILY DOLLAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc510000 FEDERAL HOME LOAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62900 HERTZ GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73953905 PIMCO ALL ASSET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81400 3D SYSTEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9600 SEADRILL LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10750 ABBOTT LABS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11750 ABBVIE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12400 ALTRIA GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13800 ALTRIA GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142144772 BAIRD CORE PLUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15160 CF INDUSTRIES HOLDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16800 DEERE AND COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17600 FAMILY DOLLAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18192484 FEDERATED TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19115 GOOGLE INC C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc207284649 MFS NEW DISCOVERY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21150 PREXAIR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc221700 RESMED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc235000 TN ST HSG DEV AGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24200 VISA INC Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc251000 WACHOVIA PFD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc261100 SEADRILL LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182014-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192014-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202014-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212014-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222014-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232014-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242014-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252014-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262014-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0119544
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt09859
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-25976
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01145597
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011667114
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010547493
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011667114
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0669268
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0669268
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0669268
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0675120
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05852
IRS990PF/DistributableAmountGrp/TotalTaxAmt05852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt013823712
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0439567
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0646293
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0646293
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09907608
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09650330
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011760857
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt046071
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0785000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0738929
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0785000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0200318
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0631562
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0631562
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010547493
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011667114
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013823712
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010547493
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011667114
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010547493
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011667114
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt010547493
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt011667114
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013708014
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0897891
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012025123
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0205620
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0785000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0675120
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013502394
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013708014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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/PersonNm0LORI LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LES ALBRO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JUDY ADAMSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0630 BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1630 BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2630 BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0JEFFERSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1JEFFERSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2JEFFERSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd047130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd147130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd247130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0576809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0582661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0512584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0187070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0165353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0155000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0155395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.040154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.017453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt013502394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt012765360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010718714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03094712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03096328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02960008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0649913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.213595
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0644061
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0649913
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05852
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0649913
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,667,114
Liabilities
$0
Net assets
$11,667,114
Revenue
$648,690
Expenses
$674,666
Net income
-$25,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.70$0.96$0.26
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.89$0.88$0.01
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.61$1.02$0.40
2021Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$1.00$0.86$0.14
2020Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.62$0.88$0.26
2019Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.70$0.85$0.15
2018Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.22$0.83$0.40
2017Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.72$0.75$0.03
2016Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.42$0.71$0.29
2015Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.62$0.71$0.09
2014Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.65$0.67$0.03
2013Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.49$0.58$0.09
2012Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$0.19
2011Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.16