Civic Intelligence

Plym Foundation

990PF • Fiscal year 2020 • EIN 38-6069680

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 07, 2021

Organization Profile
202 S Michigan Street Suite 910South Bend, IN 46601

(574) 287-5977

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-44%

Higher net margin than 14% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$2,500

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

29th percentile

-1.8%

Faster asset growth than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-16%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,515,011

Down $82,930 (-1.8%) from 2019

Net Assets

$4,515,011

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin14th percentile

Revenue

Down

$188,913

Down $35,347 (-16%) from 2019

Expenses

Down

$271,843

Down $105,596 (-28%) from 2019

Net Income

Up

-$82,930

Up $70,249 (+46%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,135,319Liabilities 2011: $02011Assets 2012: $5,668,427Liabilities 2012: $02012Assets 2013: $5,583,982Liabilities 2013: $02013Assets 2014: $5,499,375Liabilities 2014: $02014Assets 2015: $5,422,781Liabilities 2015: $02015Assets 2019: $4,597,941Liabilities 2019: $02019Assets 2020: $4,515,011Liabilities 2020: $1Net Assets 2020: $4,515,0112020Assets 2021: $4,749,810Liabilities 2021: $7,000Net Assets 2021: $4,742,8102021Assets 2022: $4,646,436Liabilities 2022: $2,500Net Assets 2022: $4,643,9362022Assets 2023: $4,651,549Liabilities 2023: $1Net Assets 2023: $4,651,5492023Assets 2024: $4,739,523Liabilities 2024: $0Net Assets 2024: $4,739,5232024

Highlighted filing

2020

Assets$4,515,011
Liabilities$1
Net Assets$4,515,011
Open 2020 Filing

Operations Trend

Revenue Growth30th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $290,199Expenses 2011: $417,911Net Income 2011: -$127,7122011Revenue 2012: $845,529Expenses 2012: $316,702Net Income 2012: $528,8272012Revenue 2013: $345,288Expenses 2013: $429,733Net Income 2013: -$84,4452013Revenue 2014: $251,152Expenses 2014: $335,759Net Income 2014: -$84,6072014Revenue 2015: $247,816Expenses 2015: $324,410Net Income 2015: -$76,5942015Revenue 2019: $224,260Expenses 2019: $377,439Net Income 2019: -$153,1792019Revenue 2020: $188,913Expenses 2020: $271,843Net Income 2020: -$82,9302020Revenue 2021: $569,482Expenses 2021: $341,683Net Income 2021: $227,7992021Revenue 2022: $160,610Expenses 2022: $261,484Net Income 2022: -$100,8742022Revenue 2023: $219,660Expenses 2023: $213,547Net Income 2023: $6,1132023Revenue 2024: $407,609Expenses 2024: $323,127Net Income 2024: $84,4822024

Highlighted filing

2020

Revenue$188,913
Expenses$271,843
Net Income-$82,930
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J ERIC PLYMPresident-$2,500-$2,500
KATE CAMPBELLTrustee-$2,500-$2,500
JAMES F KEENANSecretary/Tr-$2,500-$2,500
LINDA PLYMTrustee-$2,500-$2,500
ROBERT RANDALL PLYMTrustee-$2,500-$2,500
JOHN E PLYM JRTrustee-$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Plym Foundation
EIN
38-6069680
Phone
5742875977
Address
202 S MICHIGAN STREET SUITE 910, SOUTH BEND, IN 46601

Signing Officer

Name
James F Keenan
Title
Secretary/treasurer
Phone
5742875977
Signed
2021-10-07

Preparer

Firm
Haslett & Gaynor Pc
Address
ONE SOUTH FIFTH STREET, NILES, MI 49120
Preparer
William D Haslett CPA
Phone
2696847300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19INVESCO INTL DIVIDEND ACHIEVERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MARSH & MCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29UPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WALMART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PRIMECAP ODYSSEY AGGR GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ROYCE SPECIAL EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37AMG PANTHEON FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38BLACKSTONE REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39AQR STYLE PREMIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40BROOKFIELD ASSET MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41COMMONFUND CAPITAL PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42AMERICAN FUNDS SMALL CAP WORLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GSG PARTNERS EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GLOBAL X MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STARWOOD PROPERTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46WELLTOWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47WILLIAM BLAIR MACRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INVESCO OPPENHEIMER DEVELOPING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TEMPLETON EMEEGING MARKETS
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0399592
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0418124
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0124412
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt064501
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0188913
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0188913
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01570
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07970
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt064501
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0166750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0166750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0124412
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0124412
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-82930
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01645965
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt064501
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0131140
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09420
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011751
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt021171
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt019000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt039952
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt058952
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0214070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt057773
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0271843
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0188913
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0188913
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt047320
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt057773
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0105093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt064501
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-82930
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04515011
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04597941
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04515011
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0296502
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0296502
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0296502
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0298325
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01823
IRS990PF/DistributableAmountGrp/TotalTaxAmt01823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02401
IRS990PF/FMVAssetsEOYAmt06187699
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0261005
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt095856
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt095856
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0584729
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0581983
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0584835
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03252449
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03437580
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05088884
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04597941
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04515011
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04597941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04515011
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06187699
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04597941
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04515011
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04597941
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04515011
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0499758
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0399592
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0418124
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06057362
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0178431
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05878931
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt090860
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0298325
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05966502
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06057362
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WALTER & KEENAN FINANCIAL CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt069952
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT SERV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0202 S MICHIGAN ST STE 910
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SOUTH BEND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd046601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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/AverageHrsPerWkDevotedToPosRt50.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt22500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt32500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt42500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt52500
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/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J ERIC PLYM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATE CAMPBELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES F KEENAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LINDA PLYM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT RANDALL PLYM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JOHN E PLYM JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0300 HARBOUR DRIVEUNIT 501 C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt124825 SR 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt221640 RAVENNA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt316 OLD POST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44616 MAGNOLIA BRIDGE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt591 CENTRAL PARK WEST 14C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0VERO BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SOUTH BEND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SOUTH BEND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BEDFORD CORNERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,515,011
Liabilities
$1
Net assets
$4,515,011
Revenue
$188,913
Expenses
$271,843
Net income
-$82,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.41$0.32$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.22$0.21$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.64$0.16$0.26$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.75$0.01$4.74$0.57$0.34$0.23
2020Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.19$0.27$0.08
2019Summary only. Only limited summary data is available for this year.$4.60$0.00$0.22$0.38$0.15
2015Summary only. Only limited summary data is available for this year.$5.42$0.00$0.25$0.32$0.08
2014Summary only. Only limited summary data is available for this year.$5.50$0.00$0.25$0.34$0.08
2013Summary only. Only limited summary data is available for this year.$5.58$0.00$0.35$0.43$0.08
2012Summary only. Only limited summary data is available for this year.$5.67$0.00$0.85$0.32$0.53
2011Summary only. Only limited summary data is available for this year.$5.14$0.00$0.29$0.42$0.13