Civic Intelligence

Monroe-Brown Foundation

990PF • Fiscal year 2021 • EIN 38-2513263

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
PO Box 51716Kalamazoo, MI 49005

(269) 324-5586

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

95th percentile

85%

Higher net margin than 95% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

94th percentile

58%

Faster asset growth than 94% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

1248%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$26,504,091

Up $9,684,066 (+58%) from 2020

Net Assets

Up

$26,502,365

Up $9,754,904 (+58%) from 2020

Liabilities

Down

$1,726

Down $70,838 (-98%) from 2020

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin95th percentile

Revenue

Up

$11,468,964

Up $10,617,903 (+1248%) from 2020

Expenses

Down

$1,714,060

Down $39,440 (-2.2%) from 2020

Net Income

Up

$9,754,904

Up $10,657,343 (+1181%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$30M$20M$10M$0Assets 2011: $12,553,777Liabilities 2011: $02011Assets 2012: $12,766,769Liabilities 2012: $02012Assets 2013: $13,617,024Liabilities 2013: $02013Assets 2014: $14,836,448Liabilities 2014: $02014Assets 2015: $15,581,186Liabilities 2015: $02015Assets 2019: $17,649,900Liabilities 2019: $02019Assets 2020: $16,820,025Liabilities 2020: $72,564Net Assets 2020: $16,747,4612020Assets 2021: $26,504,091Liabilities 2021: $1,726Net Assets 2021: $26,502,3652021Assets 2022: $25,483,173Liabilities 2022: $1Net Assets 2022: $25,483,1732022Assets 2023: $25,793,566Liabilities 2023: $1Net Assets 2023: $25,793,5662023Assets 2024: $24,541,701Liabilities 2024: $0Net Assets 2024: $24,541,7012024

Highlighted filing

2021

Assets$26,504,091
Liabilities$1,726
Net Assets$26,502,365
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $505,494Expenses 2011: $761,259Net Income 2011: -$255,7652011Revenue 2012: $1,123,260Expenses 2012: $910,268Net Income 2012: $212,9922012Revenue 2013: $1,721,905Expenses 2013: $871,650Net Income 2013: $850,2552013Revenue 2014: $2,283,543Expenses 2014: $1,064,119Net Income 2014: $1,219,4242014Revenue 2015: $1,870,672Expenses 2015: $1,125,934Net Income 2015: $744,7382015Revenue 2019: $1,856,188Expenses 2019: $1,198,528Net Income 2019: $657,6602019Revenue 2020: $851,061Expenses 2020: $1,753,500Net Income 2020: -$902,4392020Revenue 2021: $11,468,964Expenses 2021: $1,714,060Net Income 2021: $9,754,9042021Revenue 2022: $919,036Expenses 2022: $1,938,228Net Income 2022: -$1,019,1922022Revenue 2023: $1,086,097Expenses 2023: $775,704Net Income 2023: $310,3932023Revenue 2024: $1,205,242Expenses 2024: $2,457,107Net Income 2024: -$1,251,8652024

Highlighted filing

2021

Revenue$11,468,964
Expenses$1,714,060
Net Income$9,754,904
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT M BROWN JRTrustee-$0--
A J TODD IVPresident, Trustee-$0--
JANE B TODDTreasurer, Trustee-$0--
FREDERICK O BROWNSecretary, Trustee-$0--
ANDREW BROWNTrustee-$0--
CATHERINE E BROWN WEBBTrustee-$0--
ERIC M TODDTrustee-$0--
STEPHEN TODDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Monroe-brown Foundation
EIN
38-2513263
Phone
2693245586
Address
PO BOX 51716, KALAMAZOO, MI 49005

Signing Officer

Name
Robert Brown
Title
President
Phone
2694881713
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
James & Springgate Plc
Address
490 WEST SOUTH STREET, KALAMAZOO, MI 49007
Preparer
Amy L Taylor
Phone
2693840219
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08601
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05625
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0132246
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0137871
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt013264
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0121264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01458150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0147910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01714060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07123155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt011468964
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt092998
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0147910
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0348908
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt052372
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt052372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05987129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06724773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06724773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012711902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES 8690380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CLASS ACTION LAWSUIT PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06733702
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09754904
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt026502365
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016747461
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt026502365
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01584315
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01584315
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01584315
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01681271
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt096956
IRS990PF/DistributableAmountGrp/TotalTaxAmt096956
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt026891
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0123847
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt096956
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt026891
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt096956
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt096956
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0123847
IRS990PF/FMVAssetsEOYAmt037065243
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt016747461
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt026502365
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03427834
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05513187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05451126
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011949578
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt019776485
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt030476585
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0170687
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0170687
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt093800
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt072564
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01726
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01271926
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01043732
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01043732
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016820025
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt026504091
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt037065243
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt072564
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01726
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016820025
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt026504091
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016747461
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt026502365
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt034137477
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01850173
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt032287304
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0512062
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01681271
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt033625415
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt034137477
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ARCADIA INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0111689
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0125 S KALAMAZOO MALL 306
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0KALAMAZOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd049007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT M BROWN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1A J TODD IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JANE B TODD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3FREDERICK O BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ANDREW BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CATHERINE E BROWN WEBB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ERIC M TODD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7STEPHEN TODD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT, TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER, TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY, TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04030 BRONSON BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13565 SANDHILL LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22705 CLOVELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33509 SANDHILL LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4659 WHITEHORSE DRIVE

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,504,091
Liabilities
$1,726
Net assets
$26,502,365
Revenue
$11,468,964
Expenses
$1,714,060
Net income
$9,754,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$1.21$2.46$1.25
2023Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$1.09$0.78$0.31
2022Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$0.92$1.94$1.02
2021Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$11.5$1.71$9.75
2020Detailed filing. Detailed filing data is available for this year.$16.8$0.07$16.7$0.85$1.75$0.90
2019Summary only. Only limited summary data is available for this year.$17.6$0.00$1.86$1.20$0.66
2015Summary only. Only limited summary data is available for this year.$15.6$0.00$1.87$1.13$0.74
2014Summary only. Only limited summary data is available for this year.$14.8$0.00$2.28$1.06$1.22
2013Summary only. Only limited summary data is available for this year.$13.6$0.00$1.72$0.87$0.85
2012Summary only. Only limited summary data is available for this year.$12.8$0.00$1.12$0.91$0.21
2011Summary only. Only limited summary data is available for this year.$12.6$0.00$0.51$0.76$0.26