Civic Intelligence

Thomas a Plein Foundation Ltd.

990PF • Fiscal year 2021 • EIN 39-1558684

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

Organization Profile
3415 Commerce CTAppleton, WI 54911

(702) 492-1177

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

79th percentile

44%

Higher net margin than 79% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

35th percentile

$10,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

46th percentile

6.4%

Faster asset growth than 46% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

79%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,320,869

Up $381,456 (+6.4%) from 2020

Net Assets

Up

$6,320,869

Up $381,456 (+6.4%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin79th percentile

Revenue

Up

$874,490

Up $385,533 (+79%) from 2020

Expenses

Down

$493,034

Down $12,003 (-2.4%) from 2020

Net Income

Up

$381,456

Up $397,536 (+2472%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$10M$5.0M$0Assets 2010: $5,900,364Liabilities 2010: $0Net Assets 2010: $5,900,3642010Assets 2011: $5,862,957Liabilities 2011: $12011Assets 2012: $5,756,146Liabilities 2012: $12012Assets 2013: $5,757,196Liabilities 2013: $1Net Assets 2013: $5,757,1962013Assets 2014: $6,084,604Liabilities 2014: $1Net Assets 2014: $6,084,6042014Assets 2015: $6,434,653Liabilities 2015: $1Net Assets 2015: $6,434,6532015Assets 2016: $6,214,812Liabilities 2016: $0Net Assets 2016: $6,214,8122016Assets 2017: $6,149,930Liabilities 2017: $0Net Assets 2017: $6,149,9302017Assets 2018: $5,952,848Liabilities 2018: $0Net Assets 2018: $5,952,8482018Assets 2019: $5,955,493Liabilities 2019: $1Net Assets 2019: $5,955,4932019Assets 2020: $5,939,413Liabilities 2020: $1Net Assets 2020: $5,939,4132020Assets 2021: $6,320,869Liabilities 2021: $1Net Assets 2021: $6,320,8692021Assets 2022: $6,012,413Liabilities 2022: $1Net Assets 2022: $6,012,4132022Assets 2023: $5,949,045Liabilities 2023: $1Net Assets 2023: $5,949,0452023Assets 2024: $8,742,695Liabilities 2024: $0Net Assets 2024: $8,742,6952024

Highlighted filing

2021

Assets$6,320,869
Liabilities$1
Net Assets$6,320,869
Open 2021 Filing

Operations Trend

Revenue Growth80th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $388,5142010Revenue 2011: $364,752Expenses 2011: $402,159Net Income 2011: -$37,4072011Revenue 2012: $299,397Expenses 2012: $406,208Net Income 2012: -$106,8112012Revenue 2013: $405,553Expenses 2013: $404,503Net Income 2013: $1,0502013Revenue 2014: $845,371Expenses 2014: $517,963Net Income 2014: $327,4082014Revenue 2015: $849,769Expenses 2015: $499,720Net Income 2015: $350,0492015Revenue 2016: $249,171Expenses 2016: $469,012Net Income 2016: -$219,8412016Revenue 2017: $410,485Expenses 2017: $475,367Net Income 2017: -$64,8822017Revenue 2018: $303,928Expenses 2018: $501,010Net Income 2018: -$197,0822018Revenue 2019: $516,817Expenses 2019: $514,172Net Income 2019: $2,6452019Revenue 2020: $488,957Expenses 2020: $505,037Net Income 2020: -$16,0802020Revenue 2021: $874,490Expenses 2021: $493,034Net Income 2021: $381,4562021Revenue 2022: $219,141Expenses 2022: $527,597Net Income 2022: -$308,4562022Revenue 2023: $461,659Expenses 2023: $525,027Net Income 2023: -$63,3682023Revenue 2024: $3,419,711Expenses 2024: $626,061Net Income 2024: $2,793,6502024

Highlighted filing

2021

Revenue$874,490
Expenses$493,034
Net Income$381,456
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 Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H MATTHEW FRAZIERPresident-$10,000-$10,000
JASON W KETTERExecutive Vice President-$10,000-$10,000
KATHLEEN PLEINDirector-$3,000-$3,000
MARY NOVAK-JANDREYDirector-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Thomas a Plein Foundation Ltd
EIN
39-1558684
Phone
7024921177
Address
3415 COMMERCE CT, APPLETON, WI 54911

Signing Officer

Name
H Matthew Frazier
Title
President
Phone
7024921177
Signed
2022-05-10

Preparer

Firm
Steve Hollmann Sc CPA
Address
3415 COMMERCE CT, APPLETON, WI 54911-8439
Preparer
Steve Hollmann Sc CPA
Phone
9207313190
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44DATADOG INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EHEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ENERGY SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MASINO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PTC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SS &C TECHNOLOGIES HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SYNOPSYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SYSCO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54TYLER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55VANGUARD SHORT TERM EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61UNITED PARCEL SERVICES-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6210X GENOMICS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VEEVA STSTEMS INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt077307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ZIONS BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt081413
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0173793
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0700697
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0874490
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0874490
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0700697
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt026000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0416050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0416050
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0173793
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0173793
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0381456
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01653706
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0700697
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0834616
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03753
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt039874
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt039874
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0416050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt039874
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0493034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0874490
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0874490
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt039874
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt076984
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt03857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt017190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1913594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt222225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1715410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-17962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1715410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-17962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11629004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO CLEARING SERVICES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO CLEARING SERVICES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MIDWEST RESOURCES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0700697
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0381456
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06320869
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05939413
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06320869
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0485105
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0485105
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0485105
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0496706
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011601
IRS990PF/DistributableAmountGrp/TotalTaxAmt011601
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011601
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011601
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011601
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05269
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06332
IRS990PF/FMVAssetsEOYAmt010292002
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-4
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-2
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-2
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01700147
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01627548
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01692626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03207591
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04347141
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08249090
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01312
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01312
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01312
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0168282
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt077307
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt081413
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05939413
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06320869
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0862085
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0267563
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0267563
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05939413
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06320869
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010292002
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05939413
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06320869
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05939413
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06320869
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010085393
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0722375
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09361618
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0151281
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01400
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0496706
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09934112
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010085393
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25

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Filings

Displayed year

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

Open filing
Assets
$6,320,869
Liabilities
$1
Net assets
$6,320,869
Revenue
$874,490
Expenses
$493,034
Net income
$381,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$3.42$0.63$2.79
2023Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.46$0.53$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.22$0.53$0.31
2021Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.87$0.49$0.38
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.49$0.51$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.52$0.51$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.30$0.50$0.20
2017Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.41$0.48$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.25$0.47$0.22
2015Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.85$0.50$0.35
2014Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.85$0.52$0.33
2013Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.41$0.40$0.00
2012Summary only. Only limited summary data is available for this year.$5.76$0.00$0.30$0.41$0.11
2011Summary only. Only limited summary data is available for this year.$5.86$0.00$0.36$0.40$0.04
2010Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.39