Civic Intelligence

Edward J Sackerson Charitable Foundation

990PF • Fiscal year 2021 • EIN 38-3351811

Jan 01, 2021 to Dec 31, 2021 • Filed on May 17, 2022

Organization Profile
1921 3rd Avenue NorthEscanaba, MI 49829

(906) 786-0220

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

98th percentile

187%

Faster asset growth than 98% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

2166%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,957,177

Up $7,794,746 (+187%) from 2020

Net Assets

Up

$11,957,177

Up $7,794,746 (+187%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin98th percentile

Revenue

Up

$8,071,195

Up $7,715,026 (+2166%) from 2020

Expenses

Up

$271,999

Up $9,891 (+3.8%) from 2020

Net Income

Up

$7,799,196

Up $7,705,135 (+8192%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$15M$10M$5.0M$0Assets 2010: $4,257,143Liabilities 2010: $0Net Assets 2010: $4,257,1432010Assets 2011: $4,133,861Liabilities 2011: $0Net Assets 2011: $4,133,8612011Assets 2012: $4,114,271Liabilities 2012: $0Net Assets 2012: $4,114,2712012Assets 2013: $4,057,213Liabilities 2013: $1Net Assets 2013: $4,057,2132013Assets 2014: $4,073,953Liabilities 2014: $1Net Assets 2014: $4,073,9532014Assets 2015: $4,015,803Liabilities 2015: $1Net Assets 2015: $4,015,8032015Assets 2016: $3,999,357Liabilities 2016: $0Net Assets 2016: $3,999,3572016Assets 2017: $4,127,068Liabilities 2017: $0Net Assets 2017: $4,127,0682017Assets 2018: $4,093,828Liabilities 2018: $0Net Assets 2018: $4,093,8282018Assets 2019: $4,068,370Liabilities 2019: $1Net Assets 2019: $4,068,3702019Assets 2020: $4,162,431Liabilities 2020: $1Net Assets 2020: $4,162,4312020Assets 2021: $11,957,177Liabilities 2021: $1Net Assets 2021: $11,957,1772021Assets 2022: $11,371,617Liabilities 2022: $1Net Assets 2022: $11,371,6172022Assets 2023: $11,086,026Liabilities 2023: $1Net Assets 2023: $11,086,0262023Assets 2024: $11,097,431Liabilities 2024: $0Net Assets 2024: $11,097,4312024

Highlighted filing

2021

Assets$11,957,177
Liabilities$1
Net Assets$11,957,177
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $253,2982010Expenses 2011: $241,8482011Expenses 2012: $245,4592012Revenue 2013: $183,823Expenses 2013: $240,881Net Income 2013: -$57,0582013Revenue 2014: $272,918Expenses 2014: $256,178Net Income 2014: $16,7402014Revenue 2015: $211,652Expenses 2015: $269,802Net Income 2015: -$58,1502015Revenue 2016: $245,607Expenses 2016: $262,053Net Income 2016: -$16,4462016Revenue 2017: $377,465Expenses 2017: $249,754Net Income 2017: $127,7112017Revenue 2018: $230,766Expenses 2018: $264,006Net Income 2018: -$33,2402018Revenue 2019: $241,388Expenses 2019: $266,846Net Income 2019: -$25,4582019Revenue 2020: $356,169Expenses 2020: $262,108Net Income 2020: $94,0612020Revenue 2021: $8,071,195Expenses 2021: $271,999Net Income 2021: $7,799,1962021Revenue 2022: $126,783Expenses 2022: $724,023Net Income 2022: -$597,2402022Revenue 2023: $330,772Expenses 2023: $604,583Net Income 2023: -$273,8112023Revenue 2024: $613,672Expenses 2024: $605,989Net Income 2024: $7,6832024

Highlighted filing

2021

Revenue$8,071,195
Expenses$271,999
Net Income$7,799,196
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 17, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN SACKERSONTrustee-$0--
PAUL KANGASTrustee-$0--
GARY OLSENTrustee-$0--
JENINE MALONEYTrustee-$0--
JESSICA BRAYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Edward J Sackerson Charitable Foundation
EIN
38-3351811
Phone
9067860220
Address
1921 3RD AVENUE NORTH, ESCANABA, MI 49829

Signing Officer

Name
Jenine Maloney
Title
Trustee
Phone
9067860220
Signed
2022-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Makela Toutant Hill Nardi & Katona Pc
Address
201 W BLUFF STREET, MARQUETTE, MI 49855
Preparer
Kara a Katona CPA
Phone
9062283600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35T ROWE PRICE SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38VANGUARD DIVIDEND APPRECIATION ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VANGUARD EQUITY INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VANGUARD MID CAP VALUE INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ANADARKO PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DFA INVT DIMENSIONS GROUP IN EMER MKT COREQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DODGE & COX STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FRANKLIN SMALL CAP VALUE FUND CL R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ORGANON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PAX GLOBAL ENVIRONMENTAL MARKETS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PAX SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VANGUARD EMERGING MARKETS STOCK INDEX FD ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VANGUARD MID CAP INDEX FD ADMIRAL
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0341224
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0340477
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt015000
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt060984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0266114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1214798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD REIT INDEX FUND ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SELECT SECTOR SPDR TR RL EST SELC SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0372073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1227394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0156197
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0344309
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt027
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0500533
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0500533
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01020
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01020
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0344309
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0243352
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0243352
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt07570662
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0156197
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0156197
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07799196
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0643985
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0344309
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0472693
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt026021
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt026021
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0799
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01606
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0243352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0271999
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0500533
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08071195
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027840
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0516564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0127421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1216888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0127421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1216888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0643985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LTCG DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0344309
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07799196
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05870
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01420
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011963047
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04162431
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011957177
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0295641
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0295641
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0295641
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0302211
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06570
IRS990PF/DistributableAmountGrp/TotalTaxAmt06570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt08350
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09904
IRS990PF/FMVAssetsEOYAmt013173147
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02093731
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04749872
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04758068
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01465432
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04046358
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05090340
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0310336
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0480912
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0599467
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04162431
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt011957177
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0277932
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02323811
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02323811
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04162431
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011957177
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013173147
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04162431
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011957177
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04162431
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011957177
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0356224
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0401461
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06136256
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0296361
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05839895
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt092044
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0302211
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06044212
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06136256
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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

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Filings

Displayed year

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

Open filing
Assets
$11,957,177
Liabilities
$1
Net assets
$11,957,177
Revenue
$8,071,195
Expenses
$271,999
Net income
$7,799,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.61$0.61$0.01
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.33$0.60$0.27
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.13$0.72$0.60
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$8.07$0.27$7.80
2020Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.36$0.26$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.24$0.27$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.23$0.26$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.38$0.25$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.25$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.21$0.27$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.27$0.26$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.18$0.24$0.06
2012Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.25
2011Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.24
2010Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.25