Civic Intelligence

Roehl Foundation Inc.

990PF • Fiscal year 2021 • EIN 39-6048089

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 19, 2021

Organization Profile
PO Box 168Oconomowoc, WI 53066

(262) 569-3000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

74th percentile

35%

Higher net margin than 74% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

44th percentile

4.8%

Faster asset growth than 44% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,658,741

Up $213,358 (+4.8%) from 2020

Net Assets

$4,658,741

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin74th percentile

Revenue

Down

$612,592

Down $95,928 (-14%) from 2020

Expenses

Up

$399,234

Up $25,023 (+6.7%) from 2020

Net Income

Down

$213,358

Down $120,951 (-36%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $3,137,442Liabilities 2012: $02012Assets 2013: $3,085,315Liabilities 2013: $02013Assets 2014: $3,106,313Liabilities 2014: $02014Assets 2015: $3,000,480Liabilities 2015: $02015Assets 2016: $3,157,082Liabilities 2016: $02016Assets 2020: $4,445,383Liabilities 2020: $02020Assets 2021: $4,658,741Liabilities 2021: $1Net Assets 2021: $4,658,7412021Assets 2022: $6,628,839Liabilities 2022: $1Net Assets 2022: $6,628,8392022Assets 2023: $6,795,058Liabilities 2023: $1Net Assets 2023: $6,795,0582023Assets 2024: $6,762,800Liabilities 2024: $1Net Assets 2024: $6,762,8002024Assets 2025: $7,073,017Liabilities 2025: $0Net Assets 2025: $7,073,0172025

Highlighted filing

2021

Assets$4,658,741
Liabilities$1
Net Assets$4,658,741
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $264,671Expenses 2012: $284,247Net Income 2012: -$19,5762012Revenue 2013: $207,697Expenses 2013: $259,824Net Income 2013: -$52,1272013Revenue 2014: $319,443Expenses 2014: $298,445Net Income 2014: $20,9982014Revenue 2015: $217,926Expenses 2015: $323,759Net Income 2015: -$105,8332015Revenue 2016: $462,406Expenses 2016: $305,804Net Income 2016: $156,6022016Revenue 2020: $708,520Expenses 2020: $374,211Net Income 2020: $334,3092020Revenue 2021: $612,592Expenses 2021: $399,234Net Income 2021: $213,3582021Revenue 2022: $2,402,644Expenses 2022: $432,546Net Income 2022: $1,970,0982022Revenue 2023: $650,511Expenses 2023: $484,292Net Income 2023: $166,2192023Revenue 2024: $584,288Expenses 2024: $616,546Net Income 2024: -$32,2582024Revenue 2025: $1,031,022Expenses 2025: $725,805Net Income 2025: $305,2172025

Highlighted filing

2021

Revenue$612,592
Expenses$399,234
Net Income$213,358
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 19, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER G ROEHLPresident/Director-$0--
NANCY A ROEHLVice President/Director-$0--
WENDY A LUENGENSecretary/Treasurer/Direct-$0--
Filing and Contact Details

Filer

Filer Name
Roehl Foundation Inc
EIN
39-6048089
Phone
2625693000
Address
PO BOX 168, OCONOMOWOC, WI 53066

Signing Officer

Name
Peter G Roehl
Title
President
Phone
2625693000
Signed
2021-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Vrakas Sc
Address
445 SOUTH MOORLAND RD SUITE 400, BROOKFIELD, WI 53005
Preparer
Jayna K Schultz
Phone
2627970400
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0472736
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0213358
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04658741
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04445383
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04658741
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0331010
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0331010
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0331010
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0339010
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08000
IRS990PF/DistributableAmountGrp/TotalTaxAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03760
IRS990PF/FMVAssetsEOYAmt07760710
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015595
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt027466
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt027466
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0202555
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt029930
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt035044
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03700676
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03624619
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06721474
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt04445383
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt04658741
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0475915
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0904303
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0904303
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt050642
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt072423
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt072423
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04445383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04658741
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07760710
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04445383
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04658741
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04445383
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04658741
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06883457
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt020736
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06862721
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0103252
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0339010
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06780205
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06883457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER G ROEHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY A ROEHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WENDY A LUENGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER/DIRECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt033 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt133 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt233 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OCONOMOWOC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OCONOMOWOC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OCONOMOWOC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0360420
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0360420
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0360420
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PETER G ROEHL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt033 S MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OCONOMOWOC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053066
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02625693000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PETER G ROEHL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt275000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0BUILDING-ADDL PLEDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1TURF ATHLETIC FIELDS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0LAKE COUNTRY LUTHERAN EXPANSION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1LAKE COUNTRY LUTHERAN TURF FIELDS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2ROGERS MEMORIAL HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0401 CAMPUS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1401 CAMPUS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt234700 VALLEY RD

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,658,741
Liabilities
$1
Net assets
$4,658,741
Revenue
$612,592
Expenses
$399,234
Net income
$213,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$1.03$0.73$0.31
2024Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.58$0.62$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.65$0.48$0.17
2022Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$2.40$0.43$1.97
2021Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.61$0.40$0.21
2020Summary only. Only limited summary data is available for this year.$4.45$0.00$0.71$0.37$0.33
2016Summary only. Only limited summary data is available for this year.$3.16$0.00$0.46$0.31$0.16
2015Summary only. Only limited summary data is available for this year.$3.00$0.00$0.22$0.32$0.11
2014Summary only. Only limited summary data is available for this year.$3.11$0.00$0.32$0.30$0.02
2013Summary only. Only limited summary data is available for this year.$3.09$0.00$0.21$0.26$0.05
2012Summary only. Only limited summary data is available for this year.$3.14$0.00$0.26$0.28$0.02