Civic Intelligence

Roehl Foundation Inc.

990PF • Fiscal year 2023 • EIN 39-6048089

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 20, 2023

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

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

46th percentile

2.5%

Faster asset growth than 46% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-73%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,795,058

Up $166,219 (+2.5%) from 2022

Net Assets

Up

$6,795,058

Up $166,219 (+2.5%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin78th percentile

Revenue

Down

$650,511

Down $1,752,133 (-73%) from 2022

Expenses

Up

$484,292

Up $51,746 (+12%) from 2022

Net Income

Down

$166,219

Down $1,803,879 (-92%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2023

Assets$6,795,058
Liabilities$1
Net Assets$6,795,058
Open 2023 Filing

Operations Trend

Revenue Growth4th 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

2023

Revenue$650,511
Expenses$484,292
Net Income$166,219
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 20, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd 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
2023-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Vrakas Sc
Address
445 SOUTH MOORLAND RD SUITE 400, BROOKFIELD, WI 53005
Preparer
Mary Ellen Michaelson
Phone
2627970400
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03994
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt049422
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt069792
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0861
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0134245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0167268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0167268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0301513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CASH IN LIEU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0167288
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0166219
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06795058
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06628839
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06795058
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0509777
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0509777
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0509777
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0513672
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03895
IRS990PF/DistributableAmountGrp/TotalTaxAmt03895
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03895
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08305
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt04305
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03895
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03895
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012200
IRS990PF/FMVAssetsEOYAmt010930294
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt049946
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt021439
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt021439
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01529148
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01543815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02893337
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03552253
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06292311
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt06628839
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt06795058
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01514847
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01350010
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02730521
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02170709
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0342208
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0342208
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06628839
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06795058
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010930294
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06628839
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06795058
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06628839
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06795058
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010429892
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt058151
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07641220
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0156448
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02730521
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0513672
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010273444
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010429892
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0418494
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0418494
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,795,058
Liabilities
$1
Net assets
$6,795,058
Revenue
$650,511
Expenses
$484,292
Net income
$166,219
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