Civic Intelligence

Bruce & Sandy Heerema Charitable Foundation

990PF • Fiscal year 2023 • EIN 39-1910689

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 18, 2024

Organization Profile
700 Main Street Suite 301Pella, IA 50219

(641) 628-2351

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

6th percentile

-183%

Higher net margin than 6% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-7.5%

Faster asset growth than 34% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-37%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$477,547

Down $38,683 (-7.5%) from 2022

Net Assets

Down

$477,547

Down $38,683 (-7.5%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin6th percentile

Revenue

Down

$21,114

Down $12,323 (-37%) from 2022

Expenses

Down

$59,797

Down $24,388 (-29%) from 2022

Net Income

Up

-$38,683

Up $12,065 (+24%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.0M$500K$0Assets 2011: $428,520Liabilities 2011: $0Net Assets 2011: $428,5202011Assets 2012: $544,841Liabilities 2012: $12012Assets 2013: $931,467Liabilities 2013: $1Net Assets 2013: $931,4672013Assets 2014: $783,553Liabilities 2014: $1Net Assets 2014: $783,5532014Assets 2015: $751,422Liabilities 2015: $1Net Assets 2015: $751,4222015Assets 2016: $678,797Liabilities 2016: $0Net Assets 2016: $678,7972016Assets 2017: $618,067Liabilities 2017: $0Net Assets 2017: $618,0672017Assets 2018: $714,841Liabilities 2018: $0Net Assets 2018: $714,8412018Assets 2019: $654,031Liabilities 2019: $1Net Assets 2019: $654,0312019Assets 2020: $558,604Liabilities 2020: $1Net Assets 2020: $558,6042020Assets 2021: $566,978Liabilities 2021: $1Net Assets 2021: $566,9782021Assets 2022: $516,230Liabilities 2022: $1Net Assets 2022: $516,2302022Assets 2023: $477,547Liabilities 2023: $1Net Assets 2023: $477,5472023Assets 2024: $495,909Liabilities 2024: $0Net Assets 2024: $495,9092024

Highlighted filing

2023

Assets$477,547
Liabilities$1
Net Assets$477,547
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $96,9962011Revenue 2012: $286,403Expenses 2012: $170,082Net Income 2012: $116,3212012Revenue 2013: $594,638Expenses 2013: $208,012Net Income 2013: $386,6262013Revenue 2014: $27,707Expenses 2014: $175,621Net Income 2014: -$147,9142014Revenue 2015: $57,728Expenses 2015: $89,859Net Income 2015: -$32,1312015Revenue 2016: $146,436Expenses 2016: $219,061Net Income 2016: -$72,6252016Revenue 2017: $75,409Expenses 2017: $136,139Net Income 2017: -$60,7302017Revenue 2018: $181,834Expenses 2018: $85,060Net Income 2018: $96,7742018Revenue 2019: $101,018Expenses 2019: $161,828Net Income 2019: -$60,8102019Revenue 2020: $58,486Expenses 2020: $153,913Net Income 2020: -$95,4272020Revenue 2021: $34,901Expenses 2021: $26,527Net Income 2021: $8,3742021Revenue 2022: $33,437Expenses 2022: $84,185Net Income 2022: -$50,7482022Revenue 2023: $21,114Expenses 2023: $59,797Net Income 2023: -$38,6832023Revenue 2024: $45,322Expenses 2024: $26,960Net Income 2024: $18,3622024

Highlighted filing

2023

Revenue$21,114
Expenses$59,797
Net Income-$38,683
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 18, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDY HEEREMAPresident-$0--
M TIMOTHY HEEREMADirector-$0--
STEVEN HEEREMADirector-$0--
Filing and Contact Details

Filer

Filer Name
Bruce & Sandy Heerema Charitable Fo
EIN
39-1910689
Phone
6416282351
Address
700 MAIN STREET SUITE 301, PELLA, IA 50219

Signing Officer

Name
Sandy Heerema
Title
President
Phone
6416282351
Signed
2024-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Welgaard Cpas & Advisors
Address
916 W 16TH ST, PELLA, IA 50219
Preparer
Wendy L Sims
Phone
6416284521
Raw XML Appendix355 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt01960
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0980
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0980
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02021-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12022-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0WELLS FARGO CLEARING SERVICES LLC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1WELLS FARGO CLEARING SERVICES LLC
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08812
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-38683
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0106358
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09993
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09993
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02309
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt028626
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010969
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010969
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt010969
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-38683
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0477547
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0489571
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0441547
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVEN HEEREMA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PELLA
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06416282351
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FORM FROM THE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SANDY HEEREMA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06416282351
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01111 SUNSET AVE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050219
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt217500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BENEVOLENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1BENEVOLENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2BENEVOLENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3BENEVOLENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4BENEVOLENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHURCH OF THE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MANY HANDS FOR HAITI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PELLA OPERA HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SHOCK & AWE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE WELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02306 S 3RD AVE E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1709 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2611 FRANKLIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 61
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4419 E OSKALOOSA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PELLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PELLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ADA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PELLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd356510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450219
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023713
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt055283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0117817
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0121408
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt041786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt041786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0329444
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt055283
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0117817
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0121408
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058649
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034936
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0371230
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0336294
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0272
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0136
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0136
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDY HEEREMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06416282351
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRUCE & SANDY HEEREMA CHARITABLE FO
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0391910689
ReturnHeader/Filer/PhoneNum06416282351
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 MAIN STREET SUITE 301
ReturnHeader/Filer/USAddress/CityNm0PELLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421130301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELGAARD CPAS & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0916 W 16TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PELLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050219
ReturnHeader/PreparerPersonGrp/PhoneNum06416284521
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY L SIMS
ReturnHeader/ReturnTs02024-09-18T15:50:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$477,547
Liabilities
$1
Net assets
$477,547
Revenue
$21,114
Expenses
$59,797
Net income
-$38,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.45$0.27$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.21$0.60$0.39
2022Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.33$0.84$0.51
2021Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.35$0.27$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.58$1.54$0.95
2019Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$1.01$1.62$0.61
2018Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$1.82$0.85$0.97
2017Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.75$1.36$0.61
2016Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$1.46$2.19$0.73
2015Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.58$0.90$0.32
2014Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.28$1.76$1.48
2013Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$5.95$2.08$3.87
2012Summary only. Only limited summary data is available for this year.$5.45$0.00$2.86$1.70$1.16
2011Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.97