Civic Intelligence

John R Oltman Charitable Foundation C/O Bryan T Pitstick

990PF • Fiscal year 2024 • EIN 36-4054942

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 20, 2025

Organization Profile
PO Box 8069Avon, CO 81620

(970) 748-8927

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

78th percentile

28%

Higher net margin than 78% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

54th percentile

4.0%

Faster asset growth than 54% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

24%

Faster revenue growth than 66% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$900,712

Up $34,735 (+4.0%) from 2023

Net Assets

Up

$900,712

Up $34,735 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin78th percentile

Revenue

Up

$124,162

Up $23,837 (+24%) from 2023

Expenses

Down

$89,427

Down $2,126 (-2.3%) from 2023

Net Income

Up

$34,735

Up $25,963 (+296%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$1.0M$500K$0Assets 2014: $898,489Liabilities 2014: $0Net Assets 2014: $898,4892014Assets 2015: $892,128Liabilities 2015: $0Net Assets 2015: $892,1282015Assets 2016: $909,328Liabilities 2016: $4,620Net Assets 2016: $904,7082016Assets 2017: $916,484Liabilities 2017: $10,070Net Assets 2017: $906,4142017Assets 2018: $919,192Liabilities 2018: $15,595Net Assets 2018: $903,5972018Assets 2019: $894,887Liabilities 2019: $0Net Assets 2019: $894,8872019Assets 2020: $881,463Liabilities 2020: $0Net Assets 2020: $881,4632020Assets 2021: $882,918Liabilities 2021: $0Net Assets 2021: $882,9182021Assets 2022: $857,205Liabilities 2022: $0Net Assets 2022: $857,2052022Assets 2023: $865,977Liabilities 2023: $0Net Assets 2023: $865,9772023Assets 2024: $900,712Liabilities 2024: $0Net Assets 2024: $900,7122024

Highlighted filing

2024

Assets$900,712
Liabilities$0
Net Assets$900,712
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $51,753Expenses 2014: $56,457Net Income 2014: -$4,7042014Revenue 2015: $60,381Expenses 2015: $66,742Net Income 2015: -$6,3612015Revenue 2016: $74,638Expenses 2016: $62,058Net Income 2016: $12,5802016Revenue 2017: $57,975Expenses 2017: $56,269Net Income 2017: $1,7062017Revenue 2018: $57,911Expenses 2018: $60,728Net Income 2018: -$2,8172018Revenue 2019: $55,584Expenses 2019: $64,294Net Income 2019: -$8,7102019Revenue 2020: $55,049Expenses 2020: $68,473Net Income 2020: -$13,4242020Revenue 2021: $69,309Expenses 2021: $67,854Net Income 2021: $1,4552021Revenue 2022: $50,695Expenses 2022: $76,408Net Income 2022: -$25,7132022Revenue 2023: $100,325Expenses 2023: $91,553Net Income 2023: $8,7722023Revenue 2024: $124,162Expenses 2024: $89,427Net Income 2024: $34,7352024

Highlighted filing

2024

Revenue$124,162
Expenses$89,427
Net Income$34,735
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 20, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET OLTMANPres/Treas-$0--
DON GOLDACKERDirector-$0--
JANET OLTMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
John R Oltman Charitable Foundation
EIN
36-4054942
Phone
9707488927
Address
PO BOX 8069, AVON, CO 81620

Signing Officer

Name
Janet Oltman
Title
President
Phone
9707488927
Signed
2025-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Pitstick & Associates Ltd
Address
160 W STATE STREET, SYCAMORE, IL 60178
Preparer
Bryan T Pitstick
Phone
8159919380
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1WASTE MANAGEMENT INC - 26 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FREEPORT-MCMORAN INC - 145 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SHOPIFY INC - 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4PROLOGIS INC - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5SIMON PROPERTY GROUP INC - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DELTA AIR LINES INC - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AT&T INC - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHEVRON CORP - 23 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BLACKSTONE INC - 44 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ADVANCED MICRO DEVICES INC - 61 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11PALO ALTO NETWORKS INC - 44 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12QUALCOMM INC - 53 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES S&P 500 VALUE ETF - 97 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ISHARES 1-3 YEAR TREASURY BOND ETF - 397 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PARKER HANNIFIN CORP - 11 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16UBER TECHNOLOGIES INC - 94 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EXXON MOBIL CORP - 63 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CITIGROUP INC - 154 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19REGIONS FINACIAL CORP - 207 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GILEAD SCIENCES INC - 55 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ORACLE CORP - 98 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NISOURCE INC - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GLOBAL X US INFRASTRUCTURE DEVELOPMENT EFT - 898 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ISHARES CORE MSCI EMERGING MARKETS ETF - 177 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25WALT DISNEY CO - 32 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26WAL MART STORES INC - 89 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27VISA INC - 27 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28VANGUARD SHORT-TERM INVESTMENT GRADE FUND - 20396.68 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29AMAZON.COM INC - 106 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30APPLE INC - 157 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31BANK OF AMERICA CORP - 232 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32BERKSHIRE HATHAWAY INC - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33BLACKROCK INC - 7 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ELI LILLY & CO - 15 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HOME DEPOT INC - 12 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42LOCKHEED MARTIN CORP - 17 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43LULULEMON ATHLETICA - 26 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MARRIOTT INTERNATIONAL INC/MD - 29 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MICROSOFT CORP - 77 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MORGAN STANLEY - 51 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47NETFLIX INC - 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NVIDIA CORP - 178 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49T ROWE PRICE SMALL CAP STOCK FD #65 - 438.54 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51TJX COS INC - 64 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57TESLA INC - 19 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PALANTIR TECHNOLOGIES INC -109 SHS
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010828
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0153
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02653
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt068101
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt089427
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0124069
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0124162
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02551
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012981
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt060514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1165901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt178399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt178399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt068370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1244300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BMO BANK NA #0924 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BMO BANK NA #0924 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt091041
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt034735
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0900712
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0865977
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0900712
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt055546
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt055546
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt055546
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt057090
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01544
IRS990PF/DistributableAmountGrp/TotalTaxAmt01544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03590
IRS990PF/FMVAssetsEOYAmt01179860
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012702
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt029710
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt029710
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0824608
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0840685
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01119833
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03707
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt07624
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt07624
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0865977
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0900712
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024960
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt022693
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt022693
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0865977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0900712
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01179860
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0865977
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0900712
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0865977
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0900712
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01159178
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt045649
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01113529
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017388
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt057090
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01141790
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01159178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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/PersonNm0JANET OLTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DON GOLDACKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JANET OLTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 8069
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt134876 SILVERSPRINGS PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 8069
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AVON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MURRIETA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2AVON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd081620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192563
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd281620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt068101
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt068101
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRYAN T PITSTICK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0160 W STATE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SYCAMORE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060178

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$900,712
Liabilities
$0
Net assets
$900,712
Revenue
$124,162
Expenses
$89,427
Net income
$34,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$1.24$0.89$0.35
2023Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$1.00$0.92$0.09
2022Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$0.51$0.76$0.26
2021Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$0.69$0.68$0.01
2020Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$0.55$0.68$0.13
2019Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$0.56$0.64$0.09
2018Detailed filing. Detailed filing data is available for this year.$9.19$0.16$9.04$0.58$0.61$0.03
2017Detailed filing. Detailed filing data is available for this year.$9.16$0.10$9.06$0.58$0.56$0.02
2016Detailed filing. Detailed filing data is available for this year.$9.09$0.05$9.05$0.75$0.62$0.13
2015Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$0.60$0.67$0.06
2014Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.52$0.56$0.05