Civic Intelligence

The George a Bates Memorial Foundation

990PF • Fiscal year 2013 • EIN 36-3747609

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization Profile
C/O Carol Schroeder PO Box 72861073-0728

(815) 986-4481

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

12th percentile

-39%

Higher net margin than 12% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

51st percentile

$10,500

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

31st percentile

-1.9%

Faster asset growth than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$3,767,292

Down $73,368 (-1.9%) from 2012

Net Assets

Down

$3,767,292

Down $73,368 (-1.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin12th percentile

Revenue

$189,772

No earlier filing loaded for comparison.

Expenses

Up

$263,140

Up $17,758 (+7.2%) from 2012

Net Income

-$73,368

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,890,230Liabilities 2011: $0Net Assets 2011: $3,890,2302011Assets 2012: $3,840,660Liabilities 2012: $0Net Assets 2012: $3,840,6602012Assets 2013: $3,767,292Liabilities 2013: $0Net Assets 2013: $3,767,2922013Assets 2014: $3,719,272Liabilities 2014: $0Net Assets 2014: $3,719,2722014Assets 2015: $3,757,070Liabilities 2015: $0Net Assets 2015: $3,757,0702015Assets 2016: $3,655,541Liabilities 2016: $0Net Assets 2016: $3,655,5412016Assets 2017: $3,842,254Liabilities 2017: $0Net Assets 2017: $3,842,2542017Assets 2018: $4,068,777Liabilities 2018: $0Net Assets 2018: $4,068,7772018Assets 2019: $3,874,002Liabilities 2019: $0Net Assets 2019: $3,874,0022019Assets 2020: $4,534,727Liabilities 2020: $0Net Assets 2020: $4,534,7272020Assets 2021: $4,890,815Liabilities 2021: $0Net Assets 2021: $4,890,8152021Assets 2022: $4,613,302Liabilities 2022: $0Net Assets 2022: $4,613,3022022Assets 2023: $4,353,678Liabilities 2023: $0Net Assets 2023: $4,353,6782023Assets 2024: $4,828,359Liabilities 2024: $0Net Assets 2024: $4,828,3592024

Highlighted filing

2013

Assets$3,767,292
Liabilities$0
Net Assets$3,767,292
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $258,5712011Expenses 2012: $245,3822012Revenue 2013: $189,772Expenses 2013: $263,140Net Income 2013: -$73,3682013Revenue 2014: $218,794Expenses 2014: $266,814Net Income 2014: -$48,0202014Revenue 2015: $299,355Expenses 2015: $261,559Net Income 2015: $37,7962015Revenue 2016: $163,778Expenses 2016: $265,189Net Income 2016: -$101,4112016Revenue 2017: $371,120Expenses 2017: $188,569Net Income 2017: $182,5512017Revenue 2018: $447,283Expenses 2018: $220,761Net Income 2018: $226,5222018Revenue 2019: $122,337Expenses 2019: $317,015Net Income 2019: -$194,6782019Revenue 2020: $1,006,814Expenses 2020: $346,285Net Income 2020: $660,5292020Revenue 2021: $715,783Expenses 2021: $359,636Net Income 2021: $356,1472021Revenue 2022: $150,450Expenses 2022: $427,963Net Income 2022: -$277,5132022Revenue 2023: $126,025Expenses 2023: $385,649Net Income 2023: -$259,6242023Revenue 2024: $815,698Expenses 2024: $341,017Net Income 2024: $474,6812024

Highlighted filing

2013

Revenue$189,772
Expenses$263,140
Net Income-$73,368
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL SCHROEDERTrustee/Bookkeeper-$10,500-$10,500
ROBERT A WOODS RETIRED 2013Trustee-$2,500-$2,500
CONSTANCE BATES MACGREGORTrustee-$2,500-$2,500
MICHAEL C MURRAY PHDTrustee-$2,500-$2,500
JAMES H STACKETrustee-$0--
Filing and Contact Details

Filer

EIN
36-3747609
Phone
8159864481

Signing Officer

Name
James H Stacke
Title
Trustee
Phone
8159864481
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Sarah M Linsley
Phone
3127155000
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0693276
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt08249
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt08249
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt083707
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0152865
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0879
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0894
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt031091
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt031091
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0437
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04406
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0222264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt036907
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0263140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0189772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0189772
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022264
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt036907
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt063140
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1134494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2464197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt223777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt355643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt223777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt355643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2158271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3519840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LITIGATION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES-ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES-LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES-LT NOT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt083707
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-73368
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03767292
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03840660
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03767292
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0224487
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0224487
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0224487
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0227544
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03057
IRS990PF/DistributableAmountGrp/TotalTaxAmt03057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03240
IRS990PF/FMVAssetsEOYAmt04751444
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01243
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt03124
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01243
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01243
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt032490
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt030887
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt030887
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0309005
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0909722
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0922488
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01630086
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02108808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03057567
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01161857
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0166795
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0178296
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0178296
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03840660
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03767292
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04751444
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03840660
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03767292
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03840660
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03767292
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03840660
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03767292
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0537303
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0538336
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0560963
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04620189
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0203970
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04416219
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt069303
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0227544
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04550886
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04620189
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.75
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt32500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt42500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CAROL SCHROEDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT A WOODS RETIRED 2013
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES H STACKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CONSTANCE BATES MACGREGOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MICHAEL C MURRAY PHD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/BOOKKEEPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 728
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO BOX 728

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,767,292
Liabilities
$0
Net assets
$3,767,292
Revenue
$189,772
Expenses
$263,140
Net income
-$73,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.82$0.34$0.47
2023Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.13$0.39$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.15$0.43$0.28
2021Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.72$0.36$0.36
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$1.01$0.35$0.66
2019Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.12$0.32$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.45$0.22$0.23
2017Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.37$0.19$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.16$0.27$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.30$0.26$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.22$0.27$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.19$0.26$0.07
2012Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.26